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CFO Insights

3 min read

Welcome to the July issue of CFO Insights

This month, explore how finance leaders are navigating transformation, AI investment and modernization. From improving outcomes to maximizing ERP value, discover insights shaping the future of finance leadership.

Featured Insights

2026 Global Executive Survey: The Alignment Advantage in Transformation

Transformation is reaching a critical inflection point as organizations align strategy, technology and execution to drive value. New insights reveal the keys to success.

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5 Essential Microsoft Dynamics 365 ERP Lessons for CFOs and COOs

ERP modernization can unlock greater business value, but only with the right strategy. Discover five Microsoft Dynamics 365 lessons to help CFOs and COOs improve outcomes and accelerate transformation.

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Top Finance Reads:

DORA and Operational Resilience: Preparing for the New Era | Webinar

Digital resilience requires more than meeting regulatory requirements—it requires a proactive approach to managing technology risk. Discover what the Digital Operational Resilience Act (DORA) means for organizations and how leaders can strengthen ICT governance, incident response and third-party risk management.

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AI Data Centers and the First Mile Infrastructure Fallacy

AI adoption depends on more than technology alone—it requires the infrastructure to support it. Discover why energy, utilities and grid modernization are becoming critical to the future of AI at scale.

Learn more

2027 Top Risks and Opportunities Survey

Business and technology leaders are navigating a landscape shaped by disruption, uncertainty and emerging opportunities. Explore the top risks and priorities organizations should prepare for in the year ahead.

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

AI in finance requires more than automation. Discover six actions CFOs can take to align AI with business strategy, prioritize high-value use cases and drive measurable ROI.

Raed

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The talent advantage: Does your organization have it? -Newsletter

How organizations can strengthen workforce strategies, develop future-ready talent and improve business performance through people-focused transformation.

 

Energy Company Modernizes ERP to Support Growth, Automation, Insights - Client Story

How organizations can modernize ERP platforms to unify data, automate finance processes and deliver better insights for faster, more informed decision-making.

 

Integrating AI Into Workday Reporting: A Practical Perspective - Technology Insight Blog

How organizations can use AI to enhance Workday reporting, streamline insights and improve decision-making while maintaining strong data and governance foundations.

 

Finance Trends & CFO Priorities 2025 - Survey Report

How finance leaders are adapting to evolving business priorities, technology disruption and shifting expectations to drive greater agility and long-term value.

 

Value creation after the deal: What PE-backed companies need to get right - The Protiviti View Blog

How private equity-backed companies can accelerate value creation by aligning operational performance, technology modernization and AI-driven transformation initiatives.

 
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