Wed.Feb 12, 2025

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“How Much More Will I Get?”: Calculating The Impact Of WEP And GPO’s Repeal On Social Security Benefits

Nerd's Eye View

When the Social Security Fairness Act was signed into law on January 5, 2025, it came as a relief to many recipients of state or local government pensions whose Social Security benefits had been, up until now, reduced by the Windfall Elimination Provision (WEP) for individuals claiming retirement benefits under their own name, or the Government Pension Offset (GPO) for those claiming spousal or survivor benefits under a current or former spouse's name.

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OneStream sees high demand despite ‘near-term headwinds’

CFO Dive

“If there’s a growing sense of uncertainty [among CFOs], we’re probably going to feel it a little bit first,” said Tom Shea, the finance software maker’s CEO.

Finance 250
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January’s inflation report was a bit of a disaster

Tips Watch

All-items and core inflation both rose much higher than expectations. By David Enna, Tipswatch.com The January inflation report, just released by the Bureau of Labor Statistics, demonstrated that U.S. inflation is far from tamed. This was not good news.

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C-suite at odds over responsibility, innovation as AI tools mature

CFO Dive

Leaders agree there's a significant gap between innovation and safety as a global debate over the technology's regulation plays out.

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Automation, Evolved: Your New Playbook For Smarter Knowledge Work

Speaker: Frank Taliano

Document-heavy workflows slow down productivity, bury institutional knowledge, and drain resources. But with the right AI implementation, these inefficiencies become opportunities for transformation. So how do you identify where to start and how to succeed? Learn how to develop a clear, practical roadmap for leveraging AI to streamline processes, automate knowledge work, and unlock real operational gains.

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Data Update 7 for 2025: The End Game in Business!

Musings on Markets

I am in the third week of the corporate finance class that I teach at NYU Stern, and my students have been lulled into a false sense of complacency about what's coming, since I have not used a single metric or number in my class yet. In fact, we have spent almost four sessions (that is 15% of the overall class) talking about the end game in business.

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1071: Empowering Finance: Lessons from the Automation Edge | Ashim Gupta, CFO, UiPath

CFO Thought Leader

Ashim Gupta, who has evolved from a pre-IPO CFO to now serving as both CFO and COO, is busy redefining the role of finance in driving growth and innovation. Initially focused on strict financial discipline, Guptas responsibilities have expanded to integrate long-term growth initiatives with day-to-day operational execution. In our discussion, Gupta explains that funding AI projects at UiPath is guided by a rigorous evaluation framework.

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Kroger taps PepsiCo alum as next CFO

CFO Dive

The appointment comes two months after Kroger’s $25 billion merger with Albertsons was blocked by an Oregon District Court judge.

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Optimising Budgets: Strategies for Effective Financial Forecasting 

CFO Talks

Optimising Budgets: Strategies for Effective Financial Forecasting Financial forecasting plays a crucial role in managing budgets effectively. It allows businesses and organisations to predict future income, expenses, and cash flow, ensuring that they remain financially stable and prepared for challenges. However, forecasting is not just about guessing numbersit is a structured process that relies on analysing past data, considering present trends, and planning.

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Tech can help Asset Managers Manage the Generational Wealth Transfer

Global Finance

The changing dynamics of the asset management industry The asset and wealth management industry is facing a transformative moment. Despite an 12% increase in global assets under management (AUM) to $120 trillion, the profitability and revenue gains have not kept pace. The revenue needle barely moved in 2023, while profits fell 8.1%. Asset managers are feeling a financial squeeze, facing downward pressure on fees.

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Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management

Speaker: Claire Grosjean

Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.

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Engaging Donors Through Impact: Strategies for Using Data to Build Stronger Relationships

The Charity CFO

On this episode of A Modern Nonprofit Podcast, host Tosha Anderson welcomed Sheri Chaney Jones , CEO and Founder of SureImpact , to discuss how nonprofits can leverage data to better engage donors and stakeholders. The Shift Towards Impact Investing Sheri highlighted a significant shift in the nonprofit world over the past two decades. What was once seen as a luxury – the ability to measure and evaluate program impact – has now become an expectation.

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Ep 5: Crisis, Clarity, and Command: CFOs in Action

CFO Thought Leader

This episode of CFO Journal 1 2 3! we bring you real-life insights from three remarkable CFOs who confronted crisis head-on. Sarah Spoja (Tipalti) recalls the intense moments when SVBs collapse demanded rapid, decisive action, emphasizing the strength of strategic partnerships and proactive fund management. Damon Fletcher (CEO, Caliper) shares his journey through a dramatic market valuation drop, detailing how shifting to a subscription model and rebuilding investor trust paved the way for renew

CFO 40
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Private investments' deal activity hits $60 billion across 1,595 deals in India

CFO News

India's private investments' deal activity scaled to new heights last year with $60 billion invested across 1,595 deals, according to a report on Thursday.

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Who Are More Degenerate Gamblers, Sports Investors or Investors?

Barry Ritholtz

Fun conversation with Tom Keene, David Gura chatting about the Knicks, LeBron, and the degenerate gamblers who have taken over American Sports. Stick around until my voice gives out… The post Who Are More Degenerate Gamblers, Sports Investors or Investors? appeared first on The Big Picture.

Finance 53
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What Your Financial Statements Are Telling You—And How to Listen!

Speaker: David Worrell, CFO, Author & Speaker

Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.

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Free balance sheet template for Excel & Google Sheets

Cube Software

What is a balance sheet? Think of a balance sheet as a financial photograph capturing every dollar your company owns and owes at a single point in time.

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ICAI elects Charanjot Singh Nanda as president, Prasanna Kumar D to serve as VP

CFO News

Charanjot Singh Nanda has been elected as the 73rd President of the Institute of Chartered Accountants of India (ICAI), with Prasanna Kumar D appointed as Vice President for the 2025-26 term.

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Grant Writing 101: How to Secure Funding for Your Nonprofit

Capital CFO LLC

Starting and sustaining a nonprofit organization often requires a mix of funding sources, and grants can be an essential piece of the puzzle. Whether youre a seasoned nonprofit leader or just starting out, learning how to write a compelling grant proposal can make all the difference. In this post, well walk you through the basics […] The post Grant Writing 101: How to Secure Funding for Your Nonprofit appeared first on Capital CFO+.

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CPI inflation eases to 5-month-low at 4.31% in January

CFO News

Indias Retail Inflation in the month of January stood at 4.31%, the lowest since August 2024, and marking a 91 basis point decline from Decembers 5.22%. The drop in prices was led by a sharp decline in food prices, marking a steep fall from the past months, moderating prices for the consumer economy.

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Forecasting Failures Are Costly: Heres How To Fix Them

Speaker: Dave Sackett

Traditional budgeting and forecasting methods can no longer keep pace with today’s rapidly evolving business environment. Static budgets, rigid annual forecasts, and outdated financial models limit an organization’s ability to adapt to market shifts and economic uncertainty. To stay ahead, finance leaders must leverage a future-forward approach—one that leverages real-time data, predictive analytics, and continuous planning to drive smarter financial decisions.

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Inflation heats up to 3% as Trump calls on Fed to cut main rate

CFO Dive

The unexpected rise in price pressures prompted futures traders to increase the odds that the Federal Reserve will hold the benchmark rate at its current range beyond May.

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Big Supreme Court relief for Voltas, Ramco, Prism Cement, others in tax case against Maharashtra govt

CFO News

The Supreme Court ruled that the Maharashtra government cannot demand a refund of exempted sales tax from companies like Voltas and Prism Cement for failing to submit Form C and D for transactions before May 11, 2002. The tax benefits were part of a scheme to encourage industrial units in backward areas without such submission conditions.

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2024 a strong year for logistics dealmaking, says BDO

Accountancy Today

Deal volumes in the UK logistics and supply chain management sector hit a record high in 2024 in a strong year of dealmaking, with 93 deals completed in the logistics sector, up 15% YOY, according to BDO. Transaction volumes in Q4 2024 fell to 19 deals, compared with a quarterly five-year high of 27 seen in the previous quarter. However, it said there remains a strong appetite for deals, particularly from international investors.

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SIDBI and AFD sign $100M agreement to boost green finance for MSMEs

CFO News

This initiative aims to enhance sustainable growth by providing affordable financing for energy-efficient technologies and climate-friendly practices, supporting India's transition towards a low-carbon economy.

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Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments

Speaker: Erroll Amacker

As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R

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Trump’s Sovereign Wealth Fund Plan: Game Changer Or Risky Bet?

Global Finance

The executive order to create Americas first sovereign wealth fund has sparked debate over its governance, transparency, and potential impact on global markets. US President Donald Trump announced last week the creation of the first American sovereign wealth fund. He had pledged during his campaign to pursue such a policy, but this time, he formalized it with an executive order directing a plan for the fund to be developed within 90 days.

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Real estate sector raises Rs 22,320 crore via QIP in 2024

CFO News

In 2024, the real estate sector led qualified institutional placements (QIPs) with developers and one REIT raising Rs 22,320 crore, the highest across sectors. Institutional investors remain optimistic about the sector's growth, seeing it as a hedge against market volatility despite global uncertainties.

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Sebi issues manual to streamline Industry Standards Fora

CFO News

Sebi has introduced the Industry Standards Recognition Manual to guide the formation and operation of Industry Standards Fora, launched as a pilot in July 2023. These fora assist in implementing regulatory instructions for various market participants, ensuring good governance and compliance with regulatory directives.

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Consumption, investment to push economy, says Piyush Goyal

CFO News

Commerce and industry minister Piyush Goyal stated that India's economic growth can be significantly boosted by a combination of consumption-led and investment-led growth. Highlighting efforts to enhance exports and manufacturing, Goyal also mentioned upcoming policies for the toy and footwear industries and emphasized India's demographic advantage over the next three decades.

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Book of Secrets on the Month-End Close

Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.