Remove Auditing Remove Concentration Remove Prioritization
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Pandemic Wake-Up Call Drives Integrated B2B Platforms

PYMNTS

As a result, finance teams across the business ecosystem began to prioritize digitization and optimization, and many of them drew the same conclusion: Access to data is imperative to efficient and effective operations. Among the largest is the ongoing use of paper and manual workflows like invoice processing.

B2B 125
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How to best prepare for an audit post-acquisition

E78 Partners

Audits are an essential part of ensuring that a company’s financial statements are accurate and compliant with accounting standards. Proper preparation is critical in navigating the post-acquisition audit process smoothly, minimizing disruptions, and providing timely, accurate information to stakeholders.

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Weekend Reading For Financial Planners (June 29-30)

Nerd's Eye View

Also in industry news this week: How the SEC could target dually registered firms for enforcement of their duties to care for and manage conflicts of interest under Regulation Best Interest and the Investment Advisers Act to send a message to the industry and to clarify its expectations for these "dual-hatted" firms and their advisors Why a shift in (..)

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The Blueprint of an AI-First Financial Institution

Global Finance

Banks are now prioritizing four key areas: liquidity management with a balanced portfolio view including commercial real estate (CRE), enterprise protection with anti-fraud and cybersecurity, operational resiliency and sustainability with climate risk and green products. This strengthens financial institutions’ resiliency and security.

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Members’ Profile: Rowen Pillai

CFO Talks

Another memorable experience was working with KPMG’s internal audit team in Zimbabwe for three weeks. How do you balance your personal and professional life? Balance, for me, starts with prioritizing tasks, leveraging time management tools, and setting clear boundaries. Finally, remember that leadership is about people.

CFO 97
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Marketing Planning Process

The Finance Weekly

Step 1: Conduct a Marketing Audit Why Start with an Audit? A marketing audit provides a snapshot of your current position and helps identify areas that need improvement. Key Activities in a Marketing Audit SWOT Analysis: Assess your internal strengths and weaknesses, as well as external opportunities and threats.

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Members’ Profile: Anne-Marie de Bruin 

CFO Talks

However, I believe that maintaining a balance is still essential for long-term productivity and well-being. To achieve this balance, I focus on prioritizing my tasks and setting clear boundaries. I ensure that when I commit extra time to work, it is for tasks that truly require my attention and will have a meaningful impact.

CFO 98