The role of the CFO continues to evolve as finance leaders navigate new technologies, changing economic conditions, talent challenges, and an increasingly complex tax environment. This session examines what these changes mean for finance organizations and how CFOs can prepare their teams and operations for what comes next.

The discussion explores the priorities shaping finance modernization, including stronger data integration, more effective forecasting and planning, and the growing use of AI and automation. It also examines the tax and economic developments that finance leaders should consider as they evaluate business strategy and future planning.

Viewers will learn:

  • How modern CFOs are approaching finance modernization across people, processes, technology, and data.
  • How AI, automation, data integration, and data governance can support more efficient finance operations and better decision-making.
  • Why forecasting, scenario planning, and financial planning are becoming increasingly important for navigating uncertainty.
  • How finance talent needs are changing as organizations place greater emphasis on technology skills, data literacy, and strategic finance.
  • How tax policy, elections, trade and tariffs, inflation, interest rates, and other economic trends can influence tax planning and CFO strategy.

Connect With Us

Roy Nicholson headshot

Roy Nicholson

Business Optimization Leader

Partner, Cherry Bekaert Advisory LLC

Brian Moore Headshot

Brian Moore

Tax Services Leader

Managing Partner, Cherry Bekaert Advisory LLC

Kasey Pittman headshot

Kasey Pittman

Tax Policy

Managing Director, Cherry Bekaert Advisory LLC

Contributors

Connect With Us

Roy Nicholson headshot

Roy Nicholson

Business Optimization Leader

Partner, Cherry Bekaert Advisory LLC

Brian Moore Headshot

Brian Moore

Tax Services Leader

Managing Partner, Cherry Bekaert Advisory LLC

Kyle J. Hazen headshot

Kyle J. Hazen

Tax Services

Partner, Cherry Bekaert Advisory LLC

Kasey Pittman headshot

Kasey Pittman

Tax Policy

Managing Director, Cherry Bekaert Advisory LLC