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This video highlights key insights from Cherry Bekaert’s Middle Market CFO Survey, showcasing why finance modernization has become critical for today’s CFOs. It explores how fragmented systems, manual processes and talent challenges are limiting decision velocity — while nearly all CFOs plan to modernize in the year ahead. The video shows how finance leaders are moving beyond traditional roles by harnessing clean data, integrated systems and AI to fuel strategic growth.

Watch for a high‑level view of what’s driving modernization now and download the full report to explore the data, trends and implications in depth. Modernize what matters. Together, let’s go forward.

Download the full CFO Survey Report and explore the results.

Explore how our Finance Modernization consulting professionals can help your organization go forward.

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Roy Nicholson headshot

Roy Nicholson

Business Optimization Leader

Partner, Cherry Bekaert Advisory LLC

Dan Wheadon headshot

Daniel Wheadon

CFO Advisory Leader

Technology & Life Sciences Leader
Partner, Cherry Bekaert Advisory LLC

Jenni Huotari

Outsourced Accounting Services Leader

Partner, Cherry Bekaert Advisory LLC

Contributors

Connect With Us

Roy Nicholson headshot

Roy Nicholson

Business Optimization Leader

Partner, Cherry Bekaert Advisory LLC

Dan Wheadon headshot

Daniel Wheadon

CFO Advisory Leader

Technology & Life Sciences Leader
Partner, Cherry Bekaert Advisory LLC

Jenni Huotari

Outsourced Accounting Services Leader

Partner, Cherry Bekaert Advisory LLC