Wed.Feb 12, 2025

article thumbnail

“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.

article thumbnail

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
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

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.

article thumbnail

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.

article thumbnail

From Curiosity to Competitive Edge: How Mid-Market CEOs Are Using AI to Scale Smarter

Speaker: Lee Andrews, Founder at LJA New Media & Tony Karrer, Founder and CTO at Aggregage

This session will walk you through how one CEO used generative AI, workflow automation, and sales personalization to transform an entire security company—then built the Zero to Strategy framework that other mid-market leaders are now using to unlock 3.5x ROI. As a business executive, you’ll learn how to assess AI opportunities in your business, drive adoption across teams, and overcome internal resource constraints—without hiring a single data scientist.

article thumbnail

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.

More Trending

article thumbnail

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.

CFO 52
article thumbnail

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.

CFO 175
article thumbnail

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.

article thumbnail

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.

article thumbnail

The 2025 State of Financial Automation

Financial automation isn’t the future—it’s the now. BILL partnered with SMB Group to survey 750 US financial decision-makers and reveal how small and midsize businesses (SMBs) are using trends and insights to tackle challenges and drive growth. The responses are eye-opening! Download our 2025 State of Financial Automation report to uncover: Key automation trends for 2025 and beyond Top concerns and attitudes about automation How AI is driving smarter, faster decisions The challenges of the finan

article thumbnail

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.

article thumbnail

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
article thumbnail

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.

article thumbnail

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
article thumbnail

8 Pillars of Leadership Development

Great leadership development is the key to sustainable business growth. Are you ready to design an effective program? HR can use Paycor’s framework to: Set achievable goals. Align employee and company needs. Support different learning styles. Empower the next generation of leaders. Invest in your company’s future with a strong leadership development program.

article thumbnail

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.

article thumbnail

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.

article thumbnail

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+.

article thumbnail

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.

Retail 45
article thumbnail

How to Modernize Manufacturing Without Losing Control

Speaker: Andrew Skoog, Founder of MachinistX & President of Hexis Representatives

Manufacturing is evolving, and the right technology can empower—not replace—your workforce. Smart automation and AI-driven software are revolutionizing decision-making, optimizing processes, and improving efficiency. But how do you implement these tools with confidence and ensure they complement human expertise rather than override it? Join industry expert Andrew Skoog as he explores how manufacturers can leverage automation to enhance operations, streamline workflows, and make smarter, data-dri

article thumbnail

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.

article thumbnail

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.

Sales 40
article thumbnail

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.

article thumbnail

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.

Finance 40
article thumbnail

Protect What Matters: Rethinking Finance Ops In A Digital World

Speaker: Cheryl J. Muldrew-McMurtry

Distributed finance teams are rewriting how the back-office runs, and attackers are taking notes. Disconnected workflows, process blind spots, and rising cyber threats are more than just growing pains—they’re liabilities. The challenge isn’t just going remote. It’s building resilient systems that protect accuracy, control, and speed across every transaction and touchpoint.

article thumbnail

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.

Planning 110
article thumbnail

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.

article thumbnail

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.

article thumbnail

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.

article thumbnail

The AI Race Isn’t Just About Tech Superiority – Its the Supply Chain, Stupid!

The race to dominate AI is no longer about who has the smartest algorithms — it's about who can build and scale faster. Behind every AI breakthrough lies a battle for resources: data centers, compute hardware, power, and telecom infrastructure. And right now, even tech giants are hitting a wall. Our latest white paper reveals the six critical supply chain elements that are increasingly separating AI leaders from the rest.

article thumbnail

Foxconn says it is open to buying a stake in Nissan

CFO News

Foxconn's Chairman Young Liu expresses openness to consider purchasing a stake in Nissan for cooperation, though the primary aim is collaboration. With negotiations between Nissan and Honda at a standstill, Nissan is exploring partnerships with new entities like Foxconn, which seeks to expand its electric vehicle sector ambitions. Talks involve Nissan's major shareholder, Renault, as well.

40
article thumbnail

Adani Ports targets 3x international growth by 2029-30, expands capacity at key ports

CFO News

International growth is currently at the centre of APSEZ's long-term strategy, with key investments in Israel, Tanzania and Sri Lanka.

article thumbnail

Straight 'A's from C-suite for India: Global consumer cos give full marks to India sales showing for Oct-Dec and FY24

CFO News

Global chief executives of multinationals like Coca-Cola and Harley-Davidson have singled out India as a major growth market while other regions face slowed demand. Companies operating in both discretionary and mass markets are optimistic about India's future potential, with significant investments planned for 2025 to boost further expansion.

Sales 40