Remove Compliance Remove Concentration Remove Prioritization
article thumbnail

Navigating the Complexities of Tax Compliance for Financial Services

CFO Plans

As businesses expand, especially within the financial services sector, the intricacies of tax compliance can become a formidable challenge. The stakes are high, with severe repercussions for non-compliance, but these challenges also present immense opportunities for optimization.

article thumbnail

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 (..)

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

A Seat at the Table: The Risks of Complacent Data Privacy Governance

CFO News Room

Current privacy regulations, however, prioritize governments and firms over consumers. US data privacy policies, however, continue to prioritize the state and private firm rather than the consumer, exacerbating privacy concerns. For instance, these policies leave governments exempt from compliance. Ethan Yang.

article thumbnail

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. AI offers capabilities to assess credit, market, and operational risks.

article thumbnail

Driver-based planning: the best of basics

Spreadym

Driver-based planning is a strategic planning approach that focuses on identifying and prioritizing key drivers or factors that have a significant impact on the performance and success of a business. It involves analyzing and understanding these drivers to develop effective plans and make informed decisions.

article thumbnail

Members’ Profile: Anne-Marie de Bruin 

CFO Talks

Additionally, I worked for a South African company that exported its products internationally, giving me exposure to the complexities of global trade and compliance. What stood out to me most in these experiences is the importance of adaptability and cultural awareness. What advice would you give to someone aspiring to be a CFO?

52
article thumbnail

How to Prevent Burnout in Your Nonprofit

The Charity CFO

High levels of burnout could pose legal, compliance, and financial risks as employees lose focus or drive in their jobs. In addition to communication, you can help reduce burnout by prioritizing employee wellness and mental health. Signs and Symptoms The signs and symptoms of burnout can manifest both physically and mentally.