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.

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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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Why Tech-Forward Tax and Accounting Firms Have the Inside Track to the Future

Speaker: Joe Wroblewski, Sales Engineer Manager

Automating time-consuming manual tasks can save your firm hundreds of hours–and thousands of dollars. But it can also have longer-lasting benefits, like helping you attract and retain the next generation of CPAs, and we don’t need to tell you how important that is amid the current generational staffing crisis in the tax and accounting profession. You'll want to save your seat for this new webinar with industry expert Joe Wroblewski, where we'll explore how to: Maximize ROI with Cost-Effective Te

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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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Live Demo - Supercharge your Month End Close

Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i

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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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Mid-Year Review: How to Ignite Employee Potential Through Meaningful Feedback

Mid-year performance reviews aren’t just boxes for HR to check. Paycor’s toolkit empowers leaders to: Identify high-potential team members. Boost engagement with meaningful feedback. Support struggling employees. Nurture top talent to drive results. Learn how to ignite employee potential through meaningful feedback. When you nurture top talent, everybody wins.

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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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Your Accounting Expertise Will Only Get You So Far: What Really Matters

Speaker: Victor C. Barnes, CPA, MBA

In the climb from contributor to leader, the rules quietly change. If you’re aiming for the summit, the air gets thinner—and what got you here won’t be enough to get you to the top (a concept first popularized by Marshall Goldsmith in his book What Got You Here Won’t Get You There ). What made you successful early in your finance career—technical accuracy, sharp analysis, flawless execution—won’t be what carries you to the next level.

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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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The Hidden Science Behind Why Finance Teams Resist Change—And How to Fix It

Speaker: Kim Beynon, CPA, CGMA, PMP

The most overlooked, yet most critical, element of transformation is preparing people for change. Automation and AI aren't just technical upgrades, they’re cultural shifts which can challenge identities. That’s why change management isn’t a side project—it’s the foundation. In finance, where precision and process rule, navigating change can feel especially disruptive.

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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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Doing More With Less: The Modern Finance Miracle

Speaker: Mark Gilham, FCCA, CPP

Finance used to be the function that counted, now it's the one that’s counted on. 📊 For accounting firms, controllers, and finance leaders, expectations are rising faster than headcount. Businesses want agile forecasts, granular analysis, seamless reporting, and smart automation—often without added resources while demanding uncompromised accuracy and compliance.