Video play button

Are you ready to accelerate your finance transformation journey? Watch our exclusive webinar featuring insights from Cherry Bekaert’s inaugural 2025 survey of U.S. middle market CFOs and senior finance leaders.

Discover how today’s finance executives are navigating change, overcoming barriers, and leveraging technology, data and talent to drive growth and modernization.

  • Discover why data integration is the Achilles’ heel of finance modernization — and how to overcome it.
  • Learn strategies to improve forecasting and planning for quicker, more confident decision-making.
  • Understand how to address talent gaps and build futureproof finance teams with the right mix of data fluency and systems expertise.
  • Explore practical ways to embed AI and automation into daily operations for greater efficiency and insight.
  • Gain actionable steps to shift finance from stewardship to strategic leadership, enabling cross-functional collaboration and real-time, data-driven reporting.

Connect With Us

Dan Wheadon headshot

Daniel Wheadon

CFO Advisory Leader

Technology & Life Sciences Leader
Partner, Cherry Bekaert Advisory LLC

Roy Nicholson headshot

Roy Nicholson

Business Optimization Leader

Partner, Cherry Bekaert Advisory LLC

Jenni Huotari

Outsourced Accounting Services Leader

Partner, Cherry Bekaert Advisory LLC

Contributors

Connect With Us

Dan Wheadon headshot

Daniel Wheadon

CFO Advisory Leader

Technology & Life Sciences Leader
Partner, Cherry Bekaert Advisory LLC

Roy Nicholson headshot

Roy Nicholson

Business Optimization Leader

Partner, Cherry Bekaert Advisory LLC

Jenni Huotari

Outsourced Accounting Services Leader

Partner, Cherry Bekaert Advisory LLC