February, 2025

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Why Health Savings Accounts (HSAs) Aren’t Always Worth The ‘Triple Tax Savings’ Advantage

Nerd's Eye View

Health Savings Accounts (HSAs) have become an increasingly popular tool for financial advisors and their clients due in part to the 'triple tax savings' they offer: tax-deductible contributions, tax-free growth, and non-taxable distributions for qualifying expenses. However, HSAs require individuals to be covered by a High Deductible Health Plan (HDHP), which has tradeoffs compared to traditional health insurance plans.

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Conquer Complexity Through Real-Time Data with Cloud ERP

Navigator SAP

Theres a lot of complexity in a modern business. But real-time data with cloud ERP can help businesses cut down on this complexity. First, though, lets talk about the problem. Businesses today are more complex than ever, and there are a number of reasons for this complexity.

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1069: Driving Value Through Agile Finance Leadership | Lior Maza, CFO, Priority Software

CFO Thought Leader

Early in his career, Lior Maza chose to immerse himself in smaller, venture-backed startups rather than large enterprisesa move that exposed him to a range of responsibilities, from fundraising and recruiting to crisis management. When youre in a small team, Maza tells us, you end up doing everything, and thats where the agility mindset really takes root.

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Meta, Microsoft, Workday join latest wave of tech layoffs

CFO Dive

While 62% of tech CFOs surveyed plan job cuts, all said their organizations will probably expand overall headcount this year, according to a BDO study.

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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.

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Cash flow management as a top threat to organisational growth

Future CFO

Cash flow management has emerged as a top financial risk that poses the greatest threat to organisational growth, according to a report by insurance company Chubb. In the Chubb Risk Decisions 360: Emerging Risks that Can Impede Sustainable Company Growth report, which polled senior risk management or insurance purchaser decision-makers, to seek clarity on the emerging risks that can impede sustainable company growth, it was revealed that there is a huge concern among executives involving cash fl

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30-year TIPS auction gets real yield of 2.403%, highest in 23 years

Tips Watch

By David Enna, Tipswatch.com The market for Treasury Inflation-Protected Securities made a bit of history today, with the auction of $9 billion in a new 30-year TIPS getting a real yield of 2.

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10 Best Practices for FP&A

The Finance Weekly

Did you know that 35% of organizations identify data quality and timeliness as significant barriers to effective financial planning and analysis (FP&A)? This issue hampers forecasting accuracy, risk management, and resource allocation. Bad data, inaccessible information, and outdated processes make FP&A more difficult. Without accurate insights, businesses struggle with forecasting, risk management, and resource allocation.

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Beliefs, Misconceptions & Behaviors

Barry Ritholtz

We are four weeks out from the publication of “ How Not To Invest: The ideas, numbers, and behaviors that destroy wealth – and how to avoid them.” Audio, ebook, and hard copies are all scheduled to drop on the same day, March 18, 2025. I am very excited about this,my first book in 15 years. I stopped writing my column and blog posts (mostly) to focus on this from December 2023 right up until January 2025.

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Why PE-Backed Companies Struggle with FP&A—and How to Fix It

E78 Partners

The Overlooked FP&A Dilemma in Private Equity Private equity (PE) investors pursue efficiency, profitability, and long-term value creation. Yet, many PE-backed companies struggle with financial planning and analysis (FP&A), which creates barriers to achieving growth targets, cash flow clarity, and operational alignment. Unlike traditional corporations, PE-backed firms operate on compressed timelines, with aggressive EBITDA goals and exit strategies that demand a level of financial agilit

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Smart Tech + Human Expertise = 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

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An End-to-End Backend Solution for Growth-Focused Consumer Products Companies

Navigator SAP

Growing consumer products companies need a backend system that will grow with them. Whether a manufacturer, a distributor, or a seller of consumer products, continued growth requires workflows and backend infrastructure that can scale and meet the needs of the business both today and tomorrow. If a consumer products business is struggling with complexity, data silos, or IT systems limitations, it is time to consider an ERP solution such as SAP S/4HANA Cloud Public Edition.

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Tesla CFO, board members offload millions in stock

CFO Dive

The sales occurred after board members, including Kimbal Musk, agreed to pay a collective $919 million back to the EV maker to settle claims of excessive compensation last month.

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Turkey: Bridging Ambition And Reality

Global Finance

President Recep Tayyip Erdogans ambitious dreams include building Turkey from regional economic centre into global economic powerhouse and boosting it from the worlds sixteenth largest economy into the top 10. In the shorter term, the bi-continental countrys much-vaunted Twelfth Development Plan (2024 to 2028) aims to improve its international stature, fostering prosperity and combating inflation whilst maintaining strong and sustainable public finances.

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1075: Mastering Recurring Revenue: The Next Chapter Unfolds | Kevin Rhodes, CFO, Extreme Networks

CFO Thought Leader

Kevin Rhodes recalls one of the earliest lessons in his finance career. I wanted to understand the business, he tells us, describing his decision to ride along with a Waste Management truck crew. Clipboard in hand, he meticulously recorded stop distances, tonnage collected, and time spent at each location. By the end of the week, he had compiled a customer-by-customer profitability analysis.

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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.

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How To Determine The ‘Best’ CFP Education Program (For You): 2025 Update

Nerd's Eye View

To earn the CFP marks, candidates must fulfill four key requirements: Education (holding a bachelor's degree and completing the required coursework through a CFP Board registered program), Exam (passing the 170-question CFP exam), Experience (gaining hands-on experience providing financial advice to the public), and Ethics (acting as a fiduciary). Among these, the Education component offers the greatest flexibility in how it can be completed.

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Automated Financial Reporting: A call to Excellence

CFO Talks

Automated Financial Reporting: A call to Excellence By Lutic Molo Mosoane When I reflect on the evolving business landscape, I am reminded of the pivotal role financial reporting plays. As someone passionate about justice and precision, I find parallels between dismantling societal injustices and addressing inefficiencies in business processes. Both require a commitment to excellence, a refusal to accept the status quo, and a vision for transformation.

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Webinar: Learn All About the Extensibility Options Built into SAP Cloud ERP

Bramasol

Among the many advantages of moving to SAP Cloud Public or Private Edition is greater ability to leverage a fit-to-standard approach that optimizes performance, maintainability, and scalability, while reducing cost and complexity. This is supported by the Clean Core concept that establishes a standardized software environment and minimizes customization.

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Virginia becomes second state to pass new CPA pathways legislation

CFO Dive

The push to offer alternative routes to licensure that don’t require 150 hours of college credit is gaining momentum this year.

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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.

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Indonesia: Building The Future Of Southeast Asia

Global Finance

Indonesia is attracting foreign investors with its growing middle class, young demographics, and abundant resources. The newly-admitted member of the BRICS bloc of developing economies presents companies with a stable alternative to China, low tariffs to the 677 million people of the Association of Southeast Asian Nations (ASEAN) and a 25-year history of democratic transition.

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Building back: Leadership in good and bad times

Future CFO

It was supposed to be the merriest time of the year in 2019 when Typhoon Odette , or Super Typhoon Rai , hit the Philippines. With a wind speed of 316km/h and a 5-meter storm surge, it was one of the most powerful typhoons ever recorded, displacing over 4 million people, and causing damage to infrastructure across a huge area of the country, especially in Cebu.

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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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Union budget 25-26: Very good, good, and not so good: for business and finance

CFO News

In a detailed analysis, Robin Banerjee, a seasoned finance expert evaluates India's recent Union Budget 25-26, identifying critical steps to tackle slowing GDP growth, inflation, and employment challenges. While some initiatives show promise, can India truly accelerate its economic growth and transform its fiscal landscape in the coming years? Dive into Banerjee's insightful review to explore the budget's potential and limitations.

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2025 Global Finance Leaders Survey

79% of finance leaders we surveyed say they play a multifaceted role—ensuring financial stability, managing risk, and enabling transformation. In our 2025 Global Finance Leaders Survey, 751 global leaders shared their biggest challenges, top priorities, and outlook for the year ahead. Here’s what you’ll learn in the survey report: An in-depth look at different leadership approaches and what they mean for finance leaders Top challenges facing finance leaders, from data reliability to talent manag

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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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US manufacturing grows despite risk of tariff-triggered trade war

CFO Dive

Confidence among manufacturers last month rose to the highest level in nearly three years.

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RBA’s First Rate Cut In Four Years Is A ‘Hawkish’ One

Global Finance

More than a year after the first rate cuts by the European Central Bank (ECB) and the US Fed since the pandemic, Australia has finally joined the global rate cycle by trimming borrowing costs in the country by a quarter point in late February. The Pacific country is one of the last developed economies in the world to pivot on its interest rate stance.

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Taking a strategic approach to AI adoption

Future CFO

As businesses navigate their way around various technological advancements, finance teams are faced with the task to integrate analytics and automation into their existing processes, determining at the same time which specific system to transform first for maximum operational impact. New research from global data and cloud solutions company Hitachi Vantara found that while Asia is outpacing the world in AI adoption, poor data quality and security risks threaten to stall progress.

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Automation, Evolved: Your New Playbook for Smarter Knowledge Work

Speaker: Frank Taliano

Documents are the backbone of enterprise operations, but they are also a common source of inefficiency. From buried insights to manual handoffs, document-based workflows can quietly stall decision-making and drain resources. For large, complex organizations, legacy systems and siloed processes create friction that AI is uniquely positioned to resolve.