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Financial Planning

CFOs Cite AI Cost-Governance Gaps in Survey

Financial Reporting October 23, 2026 

CFOs Cite AI Cost-Governance Gaps in Survey

The challenge is no longer simply deciding what to fund; it is building the cost governance and discipline important to scaling AI responsibly.

Featured Articles

October 13, 2026  

Helping Clients Remove Complexity From Their Accounting Processes

October 5, 2026  

How Financial Skills Drive Small Business Success and Growth

September 17, 2026  

Travis Kelce, NFL Star and Husband of Taylor Swift, Fell Victim to a Ponzi Scheme – The Financial Advisor Got Sentenced to 11 Years in Prison

September 16, 2026  

FP&A’s Perception Problem: Why Just 9% of Executive Teams View FP&A as a Growth Driver

August 26, 2026  

AI Forecasting Jumps Among CFOs, But ROI Remains Elusive
CFOs Cite AI Cost-Governance Gaps in Survey

Financial Reporting October 23, 2026 

CFOs Cite AI Cost-Governance Gaps in Survey

The challenge is no longer simply deciding what to fund; it is building the cost governance and discipline important to scaling AI responsibly.

Helping Clients Remove Complexity From Their Accounting Processes

Financial Reporting October 13, 2026 

Helping Clients Remove Complexity From Their Accounting Processes

Once the current process is visible, you can identify the problems, design a better future state and determine which improvements will actually move the organization toward it.

Kevin Saboori

How Financial Skills Drive Small Business Success and Growth

Small Business October 5, 2026 

How Financial Skills Drive Small Business Success and Growth

Financial literacy turns daily choices into steady control, clearer trade-offs, and fewer surprises.

Adam Taylor

Travis Kelce, NFL Star and Husband of Taylor Swift, Fell Victim to a Ponzi Scheme – The Financial Advisor Got Sentenced to 11 Years in Prison

Risk Management September 17, 2026 

Travis Kelce, NFL Star and Husband of Taylor Swift, Fell Victim to a Ponzi Scheme – The Financial Advisor Got Sentenced to 11 Years in Prison

The financial advisor took $35 million from clients but spent only $10 million on investments, prosecutors say.

FP&A’s Perception Problem: Why Just 9% of Executive Teams View FP&A as a Growth Driver

Accounting September 16, 2026 

FP&A’s Perception Problem: Why Just 9% of Executive Teams View FP&A as a Growth Driver

FP&A teams need to break out of their silos and make cross-functional collaboration core to how they operate.

Melissa Howatson

AI Forecasting Jumps Among CFOs, But ROI Remains Elusive

Financial Reporting August 26, 2026 

AI Forecasting Jumps Among CFOs, But ROI Remains Elusive

Protiviti notes that among the 77% of finance organizations now employing AI, financial forecasting has emerged as the leading AI use case.

The Difference Between Compliance and Defensibility

Financial Reporting August 11, 2026 

The Difference Between Compliance and Defensibility

Firms that handle exams well treat the reasoning behind a decision as part of the decision itself.

Jamie Hoyle

Drake_Software_4Color.570d15e32f475

Financial Planning September 3, 2026  Sponsored

Archived Webcast: Estate Planning After OBBBA: Turning Theory into Practice

With the passage of OBBBA and the shift to a $15 million basic exclusion amount, the estate planning landscape entering 2026 and beyond presents both unique opportunities and substantial challenges for taxpayers and their advisors.

Helping Clients Make Better Cash Flow Decisions

CAS August 4, 2026 

Helping Clients Make Better Cash Flow Decisions

An advisor's role is not deciding for owners, but revealing how choices impact cash flow before commitments are made.

Mike Milan

Non-Deductible IRAs: A Sound Way to Save Even More for Retirement

CAS July 29, 2026 

Non-Deductible IRAs: A Sound Way to Save Even More for Retirement

You may want to rely on a nondeductible IRA to supplement contributions to an employer-provided plan.

Ken Berry, JD

54% of Gen X Say Caregiving Fuels Workplace Burnout

Financial Planning July 27, 2026 

54% of Gen X Say Caregiving Fuels Workplace Burnout

Heavy caregiving demands are quietly fracturing the careers and financial stability of Gen X professionals. 

Arax to Acquire $3 Billion RIA Transcend Capital Advisors

Mergers and Acquisitions July 27, 2026 

Arax to Acquire $3 Billion RIA Transcend Capital Advisors

Transcend will be the seventh firm to join Arax in 2026, further expanding the firm's presence across a nationally growing footprint.

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