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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
Managing Personal Finances for Adult Children with Disabilities

Financial Planning November 29, 2023 

Managing Personal Finances for Adult Children with Disabilities

It’s not unusual for people with Down syndrome to live into their 60s and those with cerebral palsy to reach 50 years in age.

Estate Planning: A Guide for Accountants

Advisory November 21, 2023 

Estate Planning: A Guide for Accountants

Early estate planning strategies are critical to your clients, and accountants and tax professionals can offer significant and valuable assistance in the process.

Shawn Plummer

The Accounting Technology Lab Podcast – Review of Clockwork – Nov. 2023

Accounting Technology Lab Podcast November 16, 2023 

The Accounting Technology Lab Podcast – Review of Clockwork – Nov. 2023

Technologists Randy Johnston and Brian Tankersley, CPA, discuss Clockwork, an AI-powered intelligent financial advisory tool.

Brian Tankersley, Randy Johnston

New Employer Rules for 401(k) Catch-Up Contributions

Financial Planning October 25, 2023 

New Employer Rules for 401(k) Catch-Up Contributions

The new SECURE 2.0 law adds another layer, beginning in 2025, for participants who are age 60 through 63.

Ken Berry, JD

Financial-Data-and-Mag-Glass1

Financial Planning October 20, 2023 

The Pros and Cons of Annuities: A Guide for Financial Advisors

As financial advisors, you will act as a middle ground between the insurance company and the annuitant to facilitate the contract.

Business_Insurance_1_.5429a5ae38d1b

Financial Planning October 11, 2023 

Life Insurance Planning Tips for Parents and Caregivers

October is National Financial Planning Month, making it the perfect time to consider your family’s future financial well-being, including your decision of whether you need life insurance.

Isaac M. O'Bannon

cfo cloud

Accounting October 4, 2023 

Finance Pros Turn Focus from Growth to Cost Control, Says CFO Survey

Finance leaders ranked talent shortage (43%), pace of technology change/digital disruption (40%) and high inflation (38%) as the top risks facing their businesses.

Isaac M. O'Bannon

Schneider Downs Wealth Management Names New CEO

Firm Management October 4, 2023 

Schneider Downs Wealth Management Names New CEO

Eichelberger has more than 25 years of experience in the financial services industry, and he has a lengthy history of advising high net worth individuals, foundations, endowments and retirement plans.

Isaac M. O'Bannon

Only Richest 20% of Americans Still Have an Abundance of Pandemic Savings

Payroll September 26, 2023 

Only Richest 20% of Americans Still Have an Abundance of Pandemic Savings

For the bottom 80% of households by income, bank deposits and other liquid assets were lower in June this year than they were in March 2020.

Tipalti_Logo

Accounting September 23, 2023 

Tipalti Adds Expense Management to Finance Automation Platform

The expense management solution integrates with Tipalti's platform, which automates AP, procurement, cards and mass global payments to improve financial visibility and reduce errors and fraud.

Isaac M. O'Bannon

Financial Preparedness Guide Available from AICPA & CIMA

Accounting September 13, 2023 

Financial Preparedness Guide Available from AICPA & CIMA

The guide offers tips to help safeguard loved ones, health, property, and crucial records.

Isaac M. O'Bannon

Top Pension Funds Saw Largest Fall in Assets in 20 Years

Accounting September 12, 2023 

Top Pension Funds Saw Largest Fall in Assets in 20 Years

By the end of 2022, combined assets of the world’s top 300 pension funds had decreased by 12.9% and now total $20.6 trillion compared with $23.6 trillion at the end of 2021.

Isaac M. O'Bannon

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