Future CFO

DECEMBER 29, 2024

Evolving role Historically, CFOs were the stewards of financial reporting and compliance. This involves investing in technology that automates routine tasks and provides valuable insights that can drive competitive advantage. Arellano-Geronimo emphasises the importance of maintaining a balance between innovation and compliance.

Finance 98

Finance Compliance Data Analysis Leadership 98

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 News Room

NOVEMBER 2, 2022

In the United States, Registered Investment Advisers (RIAs) are required to register in one of 2 ways: with the Federal government (namely the SEC) or with one (or more) state securities regulatory agencies. Executive Summary. Author: Chris Stanley. Guest Contributor. Federal Vs State Registration Application Differences For RIAs.

Compliance 130

Compliance GAAP Investments Advertising 130

Global Finance

DECEMBER 26, 2024

The UAEs compliance with OECD demands is being administered by the Ministry of Finance. Largely pioneered by Dubai, the business model has been copied by other countries to attract for-eign direct investment. Many of them operate in zones that offer favorable tax incentives.

Compliance 122

Compliance Economics Finance Numbers 122

Nerd's Eye View

APRIL 26, 2023

One of the most intimidating aspects of launching a solo advisory firm is the question of how to manage compliance. Creating a compliance calendar for a solo RIA can help to systematize and manage compliance tasks, requirements and deadlines. Read More.

Compliance 98

Compliance Advertising Invoicing Communication 98

CFO News Room

NOVEMBER 30, 2022

Almost every financial planning issue – whether it is retirement, investments, cash flow, insurance, or estate planning – has tax considerations, and advisors provide a great deal of value in helping clients minimize their overall tax burden.

Tax Planning 130

Tax Planning Compliance Planning Communication 130

Nerd's Eye View

APRIL 26, 2023

One of the most intimidating aspects of launching a solo advisory firm is the question of how to manage compliance. Putting all of this information together, it’s possible to create a compliance calendar that accounts for each task required, its frequency, and the due date for each.

Compliance 98

Compliance Advertising Invoicing Communication 98

Bramasol

NOVEMBER 11, 2024

Cloud ERPs offer modular architectures, allowing companies to scale their operations and add functionalities as needed without significant upfront investments. Security and Compliance: As companies migrate to the cloud, they can rely on their cloud ERP provider to prioritize data security and regulatory compliance.

SAP 92

SAP Compliance Leverage Invoicing 92

CFO News

AUGUST 6, 2023

A recent survey by law firm AZB & Partners shows that companies in India are increasingly focused on compliance and ethics as they look to attract investment and quality employees. While the report shows that efforts to establish whistle-blower mechanisms are paying off, it also suggests there is still a way to go.

Compliance 98

Compliance Investments 98

Nerd's Eye View

OCTOBER 11, 2023

However, this "Compliance Rule" did not technically require that the annual compliance review of policies and procedures be conducted in writing, even though advisers were required to maintain records if they did document such reviews in writing! the SEC's new marketing rule). the SEC's new marketing rule).

Compliance 98

Compliance Investments Planning Marketing 98

Future CFO

JANUARY 22, 2025

At the FutureCFO Conference series, organised by Cxociety, finance leaders in Indonesia, Malaysia, Singapore, the Philippines and Thailand ranked automation and degitalisation (80%), investing in talent and employee development (58%) and continuous innovation (47%) as the top three strategies most important to sustainable growth in 2024.

Risk Management 98

Risk Management Compliance Finance Leverage 98

Navigator SAP

AUGUST 5, 2022

It requires not just R&D capability, talent, and strong capital investment over the long term, but also the need for a strong digital infrastructure. The industry is a complex one and highly regulated as well, as it deals with the safety of people’s lives.

Pharmaceutical 241

Pharmaceutical Manufacturing Compliance Investments 241

CFO Talks

NOVEMBER 29, 2024

From employing local talent to investing in community health infrastructure, GDC’s approach integrates ESG principles into its broader business strategy. Investments in corporate social responsibility (CSR) also yield significant dividends. This allows for informed and strategic investment decisions.

Finance 98

Finance Profit and Loss CFO Leadership 98

CFO News

MARCH 4, 2025

The insurer has achieved a ninefold increase in policy issuance while reducing headcount by 20 per cent, through technology investments. CFO Gopal Balachandran outlines the companys focus on health insurance expansion, regulatory compliance, IFRS 17 preparedness, and its approach to profitability and risk management.

IFRS 45

IFRS CFO Investments Risk Management 45

Future CFO

SEPTEMBER 16, 2022

What are the role of Chief Financial Officers (CFO) and senior finance leaders when it comes to data privacy and compliance? CFOs today need to have a strong understanding of technology-driven issues such as information security, data management, and data privacy and compliance.

Compliance 98

Compliance CFO Securities Leadership 98

CFO Talks

NOVEMBER 20, 2024

But it also comes with a unique set of challenges, particularly for CFOs tasked with ensuring compliance with international reporting standards. For example, while South African companies follow International Financial Reporting Standards (IFRS), the US requires compliance with its Generally Accepted Accounting Principles (GAAP).

IFRS 98

IFRS GAAP Currencies CFO 98

CFO Talks

NOVEMBER 25, 2024

How to Handle It: Immediately report the matter to the compliance or legal team. How to Handle It: Advocate for ethical sourcing by highlighting long-term benefits, such as enhanced brand reputation and compliance with international standards.

Leadership 98

Leadership Auditing Profit and Loss Compliance 98

Global Finance

APRIL 3, 2025

This includes promoting green finance, investments in climate resilience, and financial inclusion to support small to midsized enterprises, women, and youth entrepreneurship. Their engagement in trade finance, cross-border investments, and remittance flows has strengthened economic ties between the Arab world and global markets.

Economics 59

Economics Banking Compliance Risk Management 59

Bramasol

MAY 23, 2024

Previous episodes in this Insights Series have explored the challenges created by new Digital Solutions Economy paradigms for billing, fulfillment, invoicing, revenue accounting, and compliance across a wide range of industries. Also, diversification of services offered can help mitigate risk and strengthen revenue streams.

Compliance 89

Compliance Accounting SAP Invoicing 89

Future CFO

JUNE 12, 2024

He adds that the accelerating implementation is fuelled not only by stakeholder expectations to make a positive impact on the environment but also through financing mechanisms to drive change such as sustainable investing and financing. The post Delivering value beyond compliance with ESG reporting appeared first on FutureCFO.

Compliance 98

Compliance IFRS Risk Management Finance 98

CFO Thought Leader

OCTOBER 28, 2024

“We had to reassign resources to the right areas and ensure our investments aligned with revenue goals,” he recalls. We operate at the intersection of compliance and security in a space we pioneered, called trust management. “You need to embrace change and the outcome,” he reflects.

Leadership 64

Leadership CFO Finance Compliance 64

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. Cloud-based financial systems have improved collaboration, making data more accessible while ensuring compliance with evolving regulations."

Cash Flow Forecasting 78

Cash Flow Forecasting Compliance Leverage Reconciliations 78

Nerd's Eye View

NOVEMBER 30, 2022

Almost every financial planning issue – whether it is retirement, investments, cash flow, insurance, or estate planning – has tax considerations, and advisors provide a great deal of value in helping clients minimize their overall tax burden.

Tax Planning 98

Tax Planning Compliance Planning Communication 98

Bramasol

MAY 13, 2024

Discover how SAP solutions lay a solid foundation for audits and next level PCAOB or AICPA compliance reviews. Inspections: It conducts regular inspections of registered public accounting firms to assess compliance with PCAOB standards and applicable laws and regulations.

Auditing 83

Auditing Compliance SAP Accounting Standards 83

Future CFO

MARCH 10, 2025

Organisations that effectively harness these innovations expect to see marked efficiency improvements, facilitate more rapid adherence to evolving compliance regulations , and remain competitive in a fast-evolving market. How should CFOs evaluate ongoing investment strategies around AI?

Finance 52

Finance Invoicing Compliance Leverage 52

Nerd's Eye View

MAY 1, 2024

The rule, colloquially referred to as the "Internet Adviser Exemption ", applied to "entities that exclusively provide investment advice through an interactive website ", save for a de minimis exemption of fewer than 15 clients served outside of the interactive website within the preceding 12 months.

Investments 98

Investments Compliance Technology Planning 98

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

Nerd's Eye View

JANUARY 31, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that following the change of administration (and a new incoming chair of the SEC), the Investment Adviser Association is seeking to find ways to help RIAs (particularly smaller firms) manage the compliance responsibilities they (..)

Valuation 98

Valuation Compliance Communication Planning 98

Global Finance

DECEMBER 26, 2024

An advanced analytics tool such as this can help users gain deeper insights into market trends and make better-informed investment decisions. Investment in our technology and architecture remains our key priority as we endeavor to meet our clients complex needs through simple, elegant solutions.

Foreign Exchange 96

Foreign Exchange Banking Currencies Treasury 96

Nerd's Eye View

MARCH 14, 2025

Which, if implemented under the new administration, could provide relief for investment advisers, particularly smaller firms that already have to balance compliance with client service, marketing, and the other duties that go into running a firm.

Compliance 64

Compliance Practice Management Valuation Securities 64

Nerd's Eye View

JUNE 5, 2024

If they want to continue to grow and increase their capacity, they'll need to make several important decisions and address a plethora of legal and compliance requirements not only to avoid potential legal issues but also to ensure that their business will continue to operate smoothly.

Compliance 75

Compliance Leadership Securities Investments 75

CFO News

OCTOBER 9, 2024

Sebi has instructed Alternative Investment Funds to carry out due diligence on investors and investments to ensure compliance with laws and prevent illegal activities. This includes special checks for investments from countries bordering India and contributions over 50 percent.

Investments 75

Investments Compliance 75

CFO Plans

DECEMBER 9, 2024

Missed tax deductions and compliance penalties are common pitfalls that can seriously harm financial health. Similarly, in real estate finance management , optimizing tax deductions and ensuring compliance can lead to substantial savings. The allure of DIY financial management is strong, promising cost savings.

Numbers 52

Numbers Compliance CFO Leverage 52

CFO Talks

MARCH 26, 2025

The professionals you really want the ones who understand both compliance and strategy, who can hold their own in front of auditors, and who arent afraid to challenge the numbers theyre in demand. If you dont invest in their development, why should they invest their long-term future in you? Especially in finance.

Finance 52

Finance Leadership Auditing Compliance 52

CFO News Room

FEBRUARY 1, 2023

Which, in fact, often meets the definition of an ‘endorsement’, subjecting many third-party relationships to the Marketing Rule’s compliance regulations. Which means that third-party solicitors providing such advertisements will require a greater investment into due diligence and oversight going forward than under the previous rule.

Marketing 130

Marketing Advertising Compliance Investments 130

E78 Partners

DECEMBER 12, 2024

By integrating tools for data-driven decision-making, operational automation, and portfolio management, E78 enables private equity firms to optimize every phase of the investment lifecycle. This article explores three transformative ways private equity and technology are intersecting to drive efficiency in an increasingly digital world.

Technology 52

Technology Compliance Leverage Valuation 52

Future CFO

FEBRUARY 19, 2025

Streamlining global financial management for growth, compliance, and stability comes hand in hand with an organisation's expansion, a benefit offered by cross-border virtual CFO services. The post The benefits of cross-border virtual CFO services appeared first on FutureCFO.

CFO 52

CFO Compliance Leadership Currencies 52