The environment we find ourselves in today validates how important it is that we continue to accelerate the adoption of the trends noted in this article. Some of our businesses won’t survive unless we do. Learn where your CFO suite fits into these trends and what you can do to accelerate them.

Decision support is moving finance beyond the traditional governance model.

There are big changes afoot in finance. Accounting, Finance and Treasury departments are moving forward by creating value for the businesses they serve. Technology, better developed models, broader training and the eclectic nature of today’s finance professionals have put this movement into full gear.

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This edition highlights how AI platforms are moving deeper into finance, business operations, legal workflows, and infrastructure strategy. Claude and Perplexity are expanding agentic finance capabilities, OpenAI is improving reliability with GPT-5.5 Instant, Anthropic is packaging automation tools for small businesses and legal teams.

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Generative AI has quickly become one of the largest areas of corporate investment. Yet for many companies, the results have been disappointing. CFOs are increasingly being asked the same question by boards and CEOs: Why are we spending so much on AI without seeing commensurate returns?

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A paradox which continues to puzzle me is how chief financial officers (CFOs) and controllers can be aware that their managerial accounting data is flawed and misleading, yet not take action to do anything about it.

Now, I’m not referring to the financial accounting data used for external reporting; that information passes strict audits. I’m referring to the managerial accounting used internally for analysis and decisions. For this data, there is no governmental regulatory agency enforcing rules, so the CFO can apply any accounting practice or cost allocation method that he or she likes.

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CFO.University isn’t original in using the People, Process and Systems model. The terms “golden triangle”, “business triangle”, even the “eternal triangle” to describe this critical business triumvirate has been in the business lexicon for as long as we can remember. What we believe is unique in our CFO Foundation - People Process System Assessment Tool is the simple and effective way it directs us to the True North for your Accounting, Finance and Treasury (AFT) department.

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