Solving the tariff puzzle; February earnings update; boosting AR efficiency; liability management exercises
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Solving the tariff puzzle: A call to action for businesses
Businesses must recognize that solving the tariff puzzle is no small feat. It demands not only data to understand impacts quickly but also the flexibility to adapt to changing policies, advance business strategies and protect the bottom line.?
Andrew Siciliano , partner and head of U.S. and global trade and customs practices at 毕马威 , offers four critical pieces of the puzzle that agile businesses must piece together to build resilience, fortify operations and stay competitive in this unpredictable tax and trade policy landscape.
February earnings update: Palantir, Eli Lilly, Walmart, Lemonade and more
Each month, CFO.com compiles interesting insights shared by CFOs during earnings calls. These insights include statements about their company, analysis of financial data and answers to analysts’ questions. For February’s edition, we highlight CFO takes from Palantir Technologies , 微策略 , 礼来 , Wynn Resorts , The Chemours Company , 沃尔玛 , Krispy Kreme , Beyond Meat , 安海斯 - 布希英博 and Lemonade .?
Boosting efficiency in accounts receivable processing: Metric of the Month
Through the activities of automation, consolidation and documentation, an organization can simplify AR processes and potentially realize significant savings of time and money, shares APQC ’s chief financial officer Perry Wiggins, CPA, MBA in his latest Metric of the Month column.
Periodically assessing AR-related expenditures by comparing cost levels against industry peers or a benchmarking database brings benefits to organizations of all sizes.?
Liability management exercises: A bridge to stability or a costly detour to restructuring?
For companies facing debt challenges, understanding when and how to deploy liability management exercises effectively versus pursuing more comprehensive solutions has become a critical strategic decision.
From a CFO’s perspective, the calculus often appears straightforward. An LME can buy time for market conditions to improve, for operational initiatives to bear fruit or for refinancing markets to become more favorable. Moreover, the immediate costs of an LME, while substantial, typically pale in comparison to the perceived costs and risks of a comprehensive restructuring, shares David Dragich and Gene Kohut .?
JMAN Group CFO Richard Cowen on building a future-ready finance function
JMAN Group CFO Richard Cowen talks about finishing the onboarding process, preparing the finance team for modernization and private equity’s interest in public accounting,
"We are a classic fast-growing finance function that runs systems that are probably too small for the type of business we have. We’re using a lot of Excel — probably too much of it — and part of my goal here as I get started is to help modernize the finance team a bit."
Washington D.C.’s CFO warns of “disproportionate” impact of federal cuts as new $1B deficit looms
The Government of the District of Columbia 's CFO Glen Lee says the impact of federal layoffs is making the district’s financial outlook grim, as he predicts a “mild recession” in fiscal year 2026.
Though the district was already expecting a shortfall for this upcoming year, the new cuts to the federal workforce detailed in Lee’s February 2025 Revenue Estimates letter to Mayor Muriel Bowser and district council Chairman Phil Mendelson prompted multiple amendments to previous predictions.
CPA requirements by state
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This edition of Preferred Shares was created by Senior Editor Lauren Muskett .