CFOs Embrace Agentic AI for Strategy, Shy From Treasury Risks
How Agentic AI Went From Zero to CFO Test Runs in 90 Days survey by @pymnts https://t.co/6MXgAdb3Fx Enterprise CFOs in the US are interested in using agentic AI for strategic planning, but cautious about using it for treasury, risk and compliance. https://t.co/2NioUOuMrE
Bet Big on Your Six Best Ideas
David Poppe on capital allocation "You will make more money from your six best ideas in life than from everything else you do. When you find that great idea, you want to buy it in size."
More Analysis, Fewer Dashboards: Solve the Real Problem
I've worked as a Sr. Director of BI and Analytics and I had to learn something the hard way. Despite what business stakeholders say, another dashboard is rarely the right answer to their needs. Why? Because what's behind the ask is a misconception...
Mid‑Size SaaS Growth Re‑Accelerates, Rule‑40 Slips, NDR Returns
The latest Private Company SaaS Benchmarks are here. How did 2025 finish? TL;DR: 1) Growth is (somewhat) re-accelerating between $5M–$50M ARR 2) Rule of 40 is sad between $5M–$25M ARR 3) NDR is making a quiet comeback For the full...
Add 30% Detail to Make Financial Models Credible
Your Model is 70% There. Here's What's Missing. Most VPs of Finance I work with have a solid financial model. P&L looks good. Balance sheet ties out. Cash flow makes sense. But when the board starts asking harder questions, the model falls short. "What...
Turn FP&A From Reactive to Predictive with AI
⚡ From forecast to action — is your FP&A team predictive or reactive? At the Digital North American FP&A Circle, leaders from Sony, Mars, High Liner Foods & Wolters Kluwer CCH Tagetik shared how they embed predictive AI into decisions: https://t.co/Gmlh8jmMgB #aiinfinance
Coinbase Q4 Revenue Hits $1.8B, Stablecoins Lead
Coinbase just published Q4 earnings. $1.8B in Q4 revenue. $1.35B in annual stablecoin revenue alone. 12 product lines over $100M. Full interview with @Coinbase CFO Alesia Haas dropping in tomorrow's @twifintech. https://t.co/8YNkyflnTw
Add Three Essential Tabs to Prevent Model Errors
Your financial model has vulnerabilities. You just don't know where yet. Get the financial model template from this video https://t.co/k8GYiP9Ubg After building hundreds of financial models and training hundreds of people across the globe, I keep seeing the same three tabs missing. Without them,...
Stop Chasing ROAS; Prioritize Profit‑driven Metrics
Your 3:1 ROAS looks great on the dashboard, but your P&L tells a different story. I've watched brands celebrate hitting ROAS targets even as their bank accounts BLEED out. What ROAS measures is revenue, not profit. It’s different in every situation. EX...