Future CFO

FEBRUARY 9, 2025

In this environment, CFOs must prioritise cybersecurity investments that deliver a tangible return on investment. One of the main challenges in securing cybersecurity investments lies in the nature of cybersecurity itself. How can we maximise the return on these investments while achieving our security goals?"

Investments 52

Investments Profit and Loss Securities Risk Management 52

CFO Talks

NOVEMBER 25, 2024

Escalate concerns to the audit committee or external advisors if internal discussions don’t resolve the issue. Propose additional governance measures, such as third-party audits, to demonstrate transparency. Present alternative solutions, such as reforecasting with realistic assumptions or identifying cost-saving opportunities.

Leadership 98

Leadership Auditing Profit and Loss Compliance 98

PYMNTS

JUNE 24, 2020

is facing questions about its investment in the embattled German payment services provider, CNBC reported. Its business was growing and Wirecard would later get an investment-grade credit rating from Moody’s. A KPMG audit was conducted for Wirecard last fall. As the Wirecard scandal unfolds, SoftBank Group Corp.

Investments 104

Investments Auditing Accounting Firms Accounting 104

Barry Ritholtz

NOVEMBER 26, 2024

Full transcript below. ~~~ About this week’s guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets. I’m Barry Ritholtz, and on today’s edition of At the Money , we’re going to discuss how retail investors can responsibly invest in crypto.

Investments 59

Investments Currencies Financial Systems Marketing 59

Bramasol

MAY 13, 2024

Discover how SAP solutions lay a solid foundation for audits and next level PCAOB or AICPA compliance reviews. While passing each audit is a critically important milestone, companies also should understand that it is only one aspect of ensuring their financial transparency and integrity. Why Should You Care?

Auditing 84

Auditing Compliance SAP Accounting Standards 84

Nerd's Eye View

JANUARY 27, 2025

Operating a financial advisory firm often requires managing large amounts of data, from prospective client contact details to current clients' investment performance, which can create bottlenecks as advisory firms scale and their data systems multiply.

Leverage 83

Leverage Communication Auditing Compliance 83

CFO Talks

NOVEMBER 29, 2024

This opportunity allowed me to audit clients like the South African Revenue Service and South African Tourism, as well as manage accounts for Mastercard South Africa. If I could relive one day from my career, it would be 31st July 2014—the day my team and I finally achieved an unqualified audit opinion for the Department of Mineral Resources.

CFO 95

CFO Auditing Leadership Finance 95

E78 Partners

DECEMBER 5, 2024

Without careful planning, organizations may face trade-offs, reallocating funds from other critical IT initiatives to accommodate AI investments. Building Resilient IT Budgets Navigating these complexities requires a disciplined approach to cost management, enabling organizations to unlock the full value of their AI investments.

Budgeting 52

Budgeting Benchmarking Auditing Cost Management 52

CFO Thought Leader

JANUARY 8, 2025

CFO Kfir Lippmann began his career at Ernst & Young in Tel Aviv, auditing high-growth tech clients and navigating the intricacies of IPO-bound businesses. Later, he joined Monday.com when it was still a small startup, helping scale the organization through multiple investment rounds and significant secondary transactions.

CFO 75

CFO Securities Auditing Prioritization 75

CFO Talks

MARCH 26, 2025

Are you investing in systems and processes that make their work better, faster, and more accurate or are they still juggling spreadsheets and patchy ERP data? If you dont invest in their development, why should they invest their long-term future in you? Your employer brand especially in finance starts with you.

Finance 52

Finance Leadership Auditing Compliance 52

Future CFO

FEBRUARY 14, 2025

According to the Hitachi Vantara State of Data Infrastructure Survey, there are critical gaps that could undermine the regions AI momentum, despite ambitious investments. Understanding automation tools is also essential, as AI is reshaping processes such as financial planning, risk management, and audit compliance."

Cash Flow Forecasting 78

Cash Flow Forecasting Compliance Leverage Reconciliations 78

E78 Partners

APRIL 16, 2025

What if TEM was thought of as a strategic lever for CFOs and CIOsa way to align technology investment with business value? Our methodology is rooted in financial rigor and operational discipline, combining detailed audits, vendor negotiations, and real-time data intelligence to deliver meaningful, sustained results.

Technology 52

Technology Auditing Invoicing Benchmarking 52

Future CFO

JULY 8, 2024

Editor’s note: Audit is much more than a compliance requirement and is definitely not a declining industry, said Narissa Chen (pictured), Partner, Head of Audit & Assurance, Forvis Mazars in Singapore. She shared with FutureCFO what a career in audit offers and how female professionals can become audit leaders.

Auditing 52

Auditing Leadership Compliance Communication 52

Future CFO

APRIL 4, 2024

In a recent joint survey by the Association of Chartered Certified Accountants and the Chartered Accountants Australia and New Zealand , it was revealed that both current audit professionals and prospective entrants stress the crucial need to achieve equilibrium between work and one’s personal life.

Auditing 52

Auditing Leadership Investments Accounting 52

PYMNTS

JUNE 26, 2020

That routine audit procedure could have uncovered the vast fraud at the suburban Munich company, the report said. The accountancy firm, which has audited Wirecard since 2010, has been thrust into the center of the scandal around $2.1 billion) in cash, the Financial Times reported. OCBC declined to comment, the paper reported.

Accounting 116

Accounting Auditing Accounting Firms Banking 116

E78 Partners

NOVEMBER 22, 2024

Businesses must develop a strategic approach that addresses common obstacles and ensures that technology investments align with their operational goals to avoid these issues. This results in rushed purchases or poorly considered investments that do not align with strategic goals. How Can Companies Avoid These Pitfalls?

Technology 59

Technology Budgeting Forecasting Investments 59

Global Finance

SEPTEMBER 3, 2024

The government of new President Bassirou Diomaye Faye has set up a commission to audit Senegal’s natural resource agreements, with the aim of “reexamining and rebalancing” them to match the West African nation’s interests. The post Senegal: Natural Resource Audit Makes Foreign Operators Nervous appeared first on Global Finance Magazine.

Auditing 52

Auditing Investments Finance Planning 52

The Charity CFO

MARCH 13, 2025

Keep Every Receipt, No Exceptions Whether its a small office supply purchase or a major equipment investment, maintain records of every expense. This ensures accountability and makes audits or donor inquiries easier to manage. Pro Tip: Always document potential conflicts and establish a process for handling them transparently.

Nonprofit 52

Nonprofit Auditing Compliance Leadership 52

Future CFO

JULY 16, 2023

The top priorities for chief audit executives (CAEs) in 2023 are advancing data analytics, providing assurance on proliferating digital risks, and talent management, said Gartner recently. CAEs’ focus on providing assurance over technology and digitalisation and advancing audit’s use of data analytics is not new,” said McKnight.

Auditing 52

Auditing Communication Technology Investments 52

CFO News

JUNE 14, 2023

The members further agreed to invest in capacity development on artificial intelligence within SAIs through targeted training in tools, technologies, and know-how for AI audits and auditing AI frameworks.

Auditing 52

Auditing Investments Technology 52

CFO News Room

JANUARY 6, 2023

From there, we have several articles on retirement planning: Why an individual’s portfolio of relationships could be just as important as their investment portfolio when it comes to happiness in retirement. How a ‘time audit’ can help an individual spend more time on their most important personal and professional activities.

Practice Management 130

Practice Management Auditing Planning Investments 130

Future CFO

FEBRUARY 23, 2023

Auditing and accounting talent shortage continue to make employers toss and turn, according to a global survey of more than 4,100 accountants and 2,300 auditors. With unemployment rates at historic lows, it’s not surprising that auditing and accounting talent shortage is a hot issue, said David Osborne, CEO at Caseware.

Auditing 52

Auditing Accounting Accounting Firms Practice Management 52

CFO Talks

NOVEMBER 6, 2024

Lower rates could mean it’s a good time to invest, while higher rates might prompt caution with new debt. These indicators help paint a bigger picture of the market environment, allowing you to make informed calls on expenses, investments, or scaling up operations.

Finance 52

Finance Marketing Auditing Budgeting 52

PYMNTS

OCTOBER 9, 2020

The big B2B investment of the week was Tipalti , which landed $150 million in new funding on a $2 billion valuation. By helping firms scope appropriately sized audits and dynamically modify controls, Strike Graph seeks to take away the confusion around cybersecurity audit and certification procedures.

Compliance 107

Compliance Auditing Accounts Payable Valuation 107

The Charity CFO

NOVEMBER 30, 2023

Does the idea of an audit from the IRS leave you with sweaty palms? Most nonprofit leaders aren’t accountants and the thought of getting audited is a sizable fear. Luckily, being prepared can help you avoid accounting mistakes that could come up in a nonprofit audit. The investment now will save you in the future.

Nonprofit 52

Nonprofit Auditing Compliance Education 52

Barry Ritholtz

MAY 9, 2024

No audited returns, mathematically improbable claims, and zero accountability But none of these “influencers” sell securities to clients, so they do not fall under the regulatory oversight of the Securities and Exchange Commission (SEC).2 A good start would be eliminating all of the terrible FinTok advice on taxes, day trading and investing.

Math 134

Math Investments Auditing Securities 134

Global Finance

DECEMBER 6, 2024

The global economy is transitioning to an era marked by higher growth, increased capital investment, and elevated interest rates. Frame: Its prompting them to adopt more agile and diversified investment strategies. Global Finance: What are high- and ultra-high-net-worth investors main concerns going into 2025?

Banking 52

Banking Communication Strategic Planning Leverage 52

Future CFO

NOVEMBER 24, 2024

The study, titled " Unlocking Enterprise AI: Opportunities and Strategies ", examines the challenges businesses face in adopting and scaling AI, and the techniques they are using to drive greater value from these investments. Despite the momentum, 37% believe investment across technical and non-technical domains is insufficient.

Auditing 52

Auditing Budgeting Technology Investments 52

CFO News

NOVEMBER 3, 2023

The combined entity, termed 'Project HImalaya' internally, will invest aggressively in scaling up the India advisory practice and growing client servicing capabilities in India. Notably, the tax and audit practice—managed through affiliate BSR & Co— will likely remain separate, although this detail is still under discussion.

Practice Management 97

Practice Management Auditing Investments 97

CFO Talks

OCTOBER 28, 2024

Kruger has held various influential roles across South Africa and internationally, shaping the finance, academic, and investment landscapes. As an investor I was interested in using this knowledge to improve my investment performance. As an investor, since 1969, I had to work through audited financial statements.

CFO 52

CFO Auditing Leadership Finance 52

Simply Treasury

FEBRUARY 27, 2020

Taking an assured dry loss or preferring an investment with relative positive returns and limited volatility is a real strategic choice to consider. It is not simple or neutral and difficult to sell to an Audit Committee or CFO. Some have already invested in long-term. Isn't it time to completely revisit your investment policy?

IFRS 130

IFRS CFO Auditing Valuation 130

Barry Ritholtz

JUNE 23, 2023

Every dollar available for auditing taxpayers generates many times that amount for government coffers — and the rate of return is especially astonishing for audits of the wealthiest Americans, according to new research. Way more than we thought. Unfortunately, it’s likely to have the opposite effect.

Auditing 111

Auditing Economics Investments Planning 111

Future CFO

MAY 15, 2024

Efforts to standardise reporting practices are also underway, and we see firms investing in technology to enhance their disclosure capabilities. Now, with AI and automation, this has presented even more possibilities to make the audit process less tedious,” he opines.

Finance 98

Finance Auditing Compliance Leverage 98

CFO Plans

APRIL 1, 2025

Invest in Compliance Training for Employees: Equip your team with essential knowledge, fostering a culture of compliance that drives sustainable growth.

Compliance 52

Compliance Startups Risk Management CFO 52

The Finance Weekly

DECEMBER 1, 2024

This creates an audit trail and ensures transparency. Cons - Requires an upfront investment in software and may struggle with non-standard transactions. But if your business is growing, investing in automation could save you significant time and effort. Make any necessary adjustments to your records.

Reconciliations 52

Reconciliations Accounting General Ledger Invoicing 52

Global Finance

JUNE 7, 2024

To attract these firms, Saudi Arabia offers a 30-year tax break and the opportunity to continue doing business with its government entities, including its $1 trillion Public Investment Fund. Traditionally, most global firms have managed their operations in the region from offices in Dubai while maintaining smaller offices in Saudi Arabia.

Auditing 105

Auditing Education Banking Economics 105

The Charity CFO

MAY 31, 2022

Even on nonprofit financial committees, some members may be skilled in accounting, others in banking, and others in investing or financial analysis. Are there complex investments or endowments restricted to specific purposes? . In most cases, these include an annual audit and federal tax return.

Nonprofit 98

Nonprofit Finance Auditing Accounts Payable 98