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CFO Insights

3 min read

Welcome to the September issue of CFO Insights

This month, finance leaders are balancing transformation, growth and risk in an increasingly demanding environment. Explore strategies to create value, strengthen resilience and navigate change with confidence.

Featured Insights:

2026 Global Finance Trends Survey

Explore the trends shaping finance in 2026, from AI adoption and cybersecurity to resilience and business value creation. See how leading organizations are aligning strategy, data, and technology to drive performance.

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From cost optimization to tenant value: Why sustainability matters in real estate

Sustainability is becoming a key driver of real estate performance, helping organizations reduce costs, strengthen asset value, improve tenant experience and build long-term resilience through smarter operations and resource management.

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Top Finance Reads:

Architecture Firm Connects Salesforce to Revenue Growth

An education-focused architecture firm transformed Salesforce into a connected revenue ecosystem, improving forecasting, data governance and pipeline visibility while creating a scalable operating model to support sustainable growth and more informed decision-making.

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What’s Your Equity Story? Going Public Will Either Reinforce It or Expose Its Cracks

Going public requires more than a strong market opportunity. Learn why a compelling equity story, operational readiness, governance, cyber resilience and financial discipline are critical to building investor confidence and sustaining long-term value as a public company.

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Status Quo Is the Risk: Operations Now Determines Private Equity Value

Operational execution has become the primary driver of private equity value creation. Learn how leading firms are improving profitability, accelerating growth and strengthening portfolio performance through disciplined execution, scalable operating models and data-driven decision-making.

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IPO Readiness is not about going public. It’s about staying public

Going public is only the beginning. Learn how organizations can strengthen governance, reporting, controls and leadership capabilities to build investor confidence, navigate public market scrutiny and position themselves for long-term success as a public company.

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ASU 2024-03 (DISE): An Important SEC Disclosure Change with Enterprisewide Implications

ASU 2024-03 introduces new SEC disclosure requirements that demand greater transparency into income statement expenses. Learn how finance leaders can strengthen data readiness, reporting processes and governance to deliver accurate, audit-ready disclosures and improved cost visibility.

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2026 Global Finance Trends Survey Report

Explore findings from the 2026 Global Finance Trends Survey and learn how leading organizations are enhancing FP&A capabilities, improving forecasting accuracy and leveraging advanced analytics and AI to strengthen resilience and support strategic decision-making.

 

The Road to AI Automation in Finance: Six Actions for the CFO

AI adoption in finance requires more than technology investment. Discover six actions CFOs can take to build a scalable AI strategy, identify high-value use cases, streamline operations and achieve measurable business outcomes.

 

AI’s Last Mile Runs Through Finance - The Protiviti View

As AI adoption accelerates, CFOs play a critical role in turning investments into measurable business value. Learn how organizations can strengthen governance, improve ROI visibility and build a disciplined approach to AI implementation.

 
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