PYMNTS

APRIL 13, 2020

For all that has changed dramatically in the last several weeks due to the coronavirus pandemic, consumers are still looking for the same two core offerings in every transaction, no matter what it is or where it takes place: seamlessness and security. An awful lot of other things have changed all around that core, however.

Securities 129

Securities eCommerce Concentration Accounting 129

E78 Partners

JANUARY 22, 2025

Your accounting function is no longer just about balancing the books; its about ensuring business continuity, empowering strategic decision-making, and maintaining a competitive edgeeven in the face of unprecedented challenges. Without resilience, accounting operations risk becoming a bottleneck that undermines broader business objectives.

Accounting 52

Accounting Marketing Compliance Communication 52

Global Finance

MARCH 2, 2025

Weve got what we think is a rather exciting model, which we describe in a working paper, that helps forecast in advance the likelihood that a firm will go on to commit accounting fraud. But mostwell, allof the research into accounting fraud has focused on detection rather than prevention. We wanted to examine prevention.

Forecasting 111

Forecasting Auditing Accounting Profit and Loss 111

PYMNTS

APRIL 21, 2020

Financial institutions (FIs) are among the entities that are working to securely meet clients where they are through mobile and online channels to complete tasks that would more often be completed in person. The technology is available at bank branches and remotely via mobile and its website. “ID and 34 other countries.

Accounting 121

Accounting Banking Securities Communication 121

CFO News Room

DECEMBER 10, 2022

What Types of Accounts are Best for Compounding? Banks Savings Accounts. Most savings accounts, money market accounts, and certificates of deposit earn compound interest. Treasury securities, municipal bonds, and bond funds. Taxable vs. tax-deferred vs. tax-free accounts. 3) Money Market Accounts.

Investments 130

Investments Accounting Treasury Construction 130

CFO News Room

DECEMBER 1, 2022

Financial planning technology, in particular, has allowed advisors to automate time-intensive back-office tasks and delegate routine analyses to support staff, freeing up their time to engage more personally with clients.

Technology 130

Technology Planning Investments Leverage 130

https://trustedcfosolutions.com/feed/

MARCH 22, 2023

Are you tired of the countless hours spent managing your accounts payable (AP)? Do you want to streamline your accounting process to save the time and money spent on manual tasks on Quickbooks? With a growing business, it’s easy to outgrow the accounting systems you’ve relied on since the conception of your company.

Accounts Payable 108

Accounts Payable Accounting Invoicing Reconciliations 108

CFO Plans

AUGUST 2, 2024

In today’s rapidly evolving business landscape, the integration of technology into accounting practices has shifted from a luxury to a necessity. With the demands of modern businesses continuously growing, leveraging technology to streamline accounting processes is crucial for maintaining accuracy, efficiency, and competitiveness.

Technology 52

Technology Accounting CFO Tax Planning 52

Future CFO

FEBRUARY 27, 2024

For the accountancy profession, transformation has always been a part of the process, let alone the manner of life. For Harding, the accountancy profession, through its history, has continually adapted and seized future opportunities. “A

Accounting 96

Accounting Finance Construction Auditing 96

PYMNTS

NOVEMBER 3, 2020

Instead, reports indicate that fraud is up more than 50 percent year on year, fraudulent account openings have risen 33 percent since the pandemic began and synthetic fraudsters are generating 10 percent to 15 percent of annual fraud losses. Every organization has a certain demographic they need to specifically serve.

Securities 120

Securities Restructuring Leverage Numbers 120

Nerd's Eye View

AUGUST 28, 2024

Historically, advisors haven't had many avenues to manage clients' 401(k) plan accounts, since unlike traditional custodial investment accounts, advisors generally lack discretionary trading authority in employer-sponsored retirement plans.

Technology 98

Technology Compliance Securities Planning 98

Nerd's Eye View

AUGUST 28, 2024

Historically, advisors haven't had many avenues to manage clients' 401(k) plan accounts, since unlike traditional custodial investment accounts, advisors generally lack discretionary trading authority in employer-sponsored retirement plans.

Technology 98

Technology Compliance Securities Planning 98

https://trustedcfosolutions.com/feed/

JUNE 14, 2022

Cloud-based Accounting Solutions deliver the deepest and broadest accounting capabilities across the board, from payroll and HR to inventory tracking, tax filings, and currency conversions across multiple industries, designed to scale your organization and accelerate your business success. Enhanced Security. Fast Consolidations.

Accounting 98

Accounting Compliance Currencies Securities 98

The Charity CFO

APRIL 20, 2023

How can nonprofit accounting software help your organization with efficiency? We’re in the age of technology, and it seems that for every process or transaction, there is a corresponding technological solution designed to make our lives easier and our work more efficient.

Nonprofit 98

Nonprofit Accounting Accounting Standards Budgeting 98

Nerd's Eye View

MARCH 5, 2025

Historically, estate planning centered on tangible documentation – wills, account access, and critical information stored in safes or files, with clear instructions for heirs. Digital assets encompass a wide range of online accounts and property, from financial holdings to sentimental items like photographs and digital media libraries.

Planning 64

Planning Accounting Securities Banking 64

Future CFO

MARCH 5, 2025

When 2024 ended, its trends and themes for the Finance function certainly did not ceaseas digital transformation , ESG, and cyber security costs continue to dominate the stage for chief financial officers to watch. As the Finance function traverses 2025, the challenges of yesteryear weigh on CFOs' shoulders.

Finance 91

Finance Problem Solving Communication Technology 91

Global Finance

DECEMBER 26, 2024

I started in public accounting at Ernst & Young, where we did everything manually. Technology quickly took off. This involved restructuring the former company, setting up the right platform, and securing the proper capital structure. You really have to be flexible and adapt because things move much faster than they used to.

CFO 98

CFO Restructuring Math Finance 98

Bramasol

NOVEMBER 11, 2024

Security and Compliance: As companies migrate to the cloud, they can rely on their cloud ERP provider to prioritize data security and regulatory compliance. Leading cloud providers invest heavily in security measures and compliance protocols to protect sensitive information. Efficiencies are the currency of modern capitalism.

SAP 92

SAP Compliance Leverage Invoicing 92

CFO Plans

OCTOBER 29, 2024

This article explores effective strategies for accounts receivable and payable management, offering actionable insights to enhance financial stability and promote growth. Improving Liquidity through Accounts Receivable Efficiency Optimizing accounts receivable efficiency is crucial for improving liquidity.

Accounts Payable 52

Accounts Payable CFO Budgeting Invoicing 52

Centage

SEPTEMBER 6, 2022

While there are many alternatives to spreadsheets, some organizations still consider them an important part of their accounting procedures. The familiarity of spreadsheets and their ease of use mean many employees are happy to keep working with them, even though they may create serious security risks.

Securities 98

Securities Cash Flow Forecasting Budgeting Forecasting 98

Bramasol

SEPTEMBER 29, 2023

Driven by sweeping changes such as digital transformation, globalization of markets, the subscription-based Digital Solutions Economy™ (DSE), carbon-accounting mandates, a rising emphasis on artificial intelligence, and other disruptive trends, the role of Chief Financial Officer (CFO) is undergoing radical transformation too.

Technology 88

Technology IFRS SAP Compliance 88

CFO Leadership

OCTOBER 10, 2023

This technology offers unprecedented rewards, but it also presents new risks that we all must navigate. AI in the “Real World” While these powerful tools seem to have a near mastery of natural language communication, they are not necessarily designed to possess many of the skills required by finance and accounting professionals.

Accounting 95

Accounting Finance Auditing IFRS 95

CFO Talks

OCTOBER 2, 2024

Chinese Study highlights limitations on IAS 38, accounting for intangible assets A recent study from China highlighted the limitations of IAS 38 —the International Accounting Standard that governs intangible assets—and its impact on innovation, particularly in high-tech industries.

Accounting 98

Accounting CFO Economics Accounting Standards 98

CFO Plans

NOVEMBER 18, 2024

By demonstrating a commitment to accountability, organizations can significantly boost stakeholder confidence. Discover How to Lead with Financial Accountability. This positions an organization as a leader in financial accountability leadership , setting a standard for others in the industry to follow.

Communication 52

Communication Finance CFO Prioritization 52

Future CFO

FEBRUARY 9, 2023

The accounting talent crunch for employers might remain from the next couple of years. More than 8000 professional accountants from 148 countries were asked in the survey about the concerns they held around work in the future as well as aspirations for their careers, said ACCA.

Accounting 86

Accounting Securities Technology 86

CFO Thought Leader

OCTOBER 28, 2024

.” Through these efforts, Eckstein began to repair the business unit’s trajectory, validating that accountability and decisive action are essential to strategic leadership. “To become a CFO, focus on building a strong foundation in finance, accounting, and strategic management. David Eckstein: Absolutely.

Leadership 64

Leadership CFO Finance Compliance 64

Global Finance

DECEMBER 9, 2024

Naveed Anwar, head of platforms and data services, Treasury and Trade Solutions, Citi Services, explains how banks are becoming more agile by embracing disruptive technologies. Naveed Anwar: I spent most of my career working with well-known technology companies, including Netscape, AOL, PayPal and eBay.

Treasury 59

Treasury Invoicing Banking Accounting 59

CFO Plans

MARCH 10, 2025

Secure Your Financial Future with Tailored CFO Solutions and explore how strategic approaches can help you navigate these turbulent times and bolster your businesss resilience. Establishing clear payment terms, offering early payment incentives, and utilizing innovative technology to streamline invoicing are crucial measures.

Economics 52

Economics CFO Risk Management Leverage 52

CFO Selections

SEPTEMBER 23, 2024

These days there are many facets of technology spending to evaluate – everything from software subscriptions and ongoing infrastructure to new AI investments and increasing security costs. So, how do you keep technology spending in check? The key is to think like a CFO!

Technology 52

Technology CFO Finance Securities 52

Global Finance

OCTOBER 30, 2024

QIA, established in 2005 with the target to create long-term value, invests across nine sectors: retail and consumer; technology, media and telecoms (TMT); liquid securities; infrastructure; financials; funds; healthcare; industrials; and real estate. As we roll into 2025, we’ll have the core accounting platform in place.

CFO 52

CFO Finance Healthcare Investments 52

The Finance Weekly

JANUARY 5, 2025

What started as simple, rule-based programs has evolved into smart conversational agents powered by advanced technologies. Finance AI chatbots provide this by: Answering FAQs about loans, interest rates, or account management. These chatbots enhance security and build customer trust by alerting users in real-time.

Finance 52

Finance Budgeting Financial Data Forecasting 52

PYMNTS

JANUARY 26, 2021

marked its third anniversary of adopting its open banking framework, making it the leading market to drive the concept of unlocking customers’ bank account data for integration with third-party solution providers. to bring its blockchain-powered corporate trade financing technology into the entity. Last week, the U.K.

Banking 142

Banking Reconciliations Financial Data B2B 142

E78 Partners

DECEMBER 20, 2024

For technology leaders, particularly in private equity-backed companies, cloud spend management is a critical lever for driving profitability and value creation. For technology executives, the stakes are high. This creates transparency and simplifies accountability across teams.

Cost Management 52

Cost Management Budgeting Leverage Auditing 52

Global Finance

DECEMBER 5, 2024

Research firm Gartner expects corporate spending on information security worldwide to reach $212 billion in 2025. Without those upgrades, one well-executed phishing scheme, for example, could be catastrophic to either a companys bottom line or to a personal bank account, Nekvinda explains. And he knows from experience.

CFO 52

CFO Budgeting Technology Accounting 52

CFO Talks

NOVEMBER 29, 2024

These experiences introduced me to the broader business world and significantly accelerated my career. Following my articles, I moved into the corporate sector as a Group Accountant at Datacentrix, gaining insight into private sector finance. What key skills should a newly qualified accountant develop on their path to becoming a CFO?

CFO 95

CFO Auditing Leadership Finance 95

Global Finance

OCTOBER 30, 2024

QIA, established in 2005 with the target to create long-term value, invests across nine sectors: retail and consumer; technology, media and telecoms (TMT); liquid securities; infrastructure; financials; funds; healthcare; industrials; and real estate. As we roll into 2025, we’ll have the core accounting platform in place.

CFO 52

CFO Finance Healthcare Investments 52

PYMNTS

JUNE 21, 2020

That will allow businesses to eliminate the cumbersome old ways, which required them to sign onto their bank accounts to set up a direct debit instruction and then wait several days before it was ready. The API will assist Futu with processing incoming funds in a more streamlined way.

B2B 143

B2B Cash Management eCommerce Securities 143