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

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

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

FEBRUARY 14, 2025

As businesses navigate their way around various technological advancements, finance teams are faced with the task to integrate analytics and automation into their existing processes, determining at the same time which specific system to transform first for maximum operational impact.

Cash Flow Forecasting 78

Cash Flow Forecasting Compliance Leverage Reconciliations 78

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

Future CFO

MARCH 10, 2025

Current industry research suggests that AI technologies are gaining traction among finance professionals navigating a complex landscape marked by rapid change. However, the adoption rate varies significantly across the region, influenced by technological maturity and cultural attitudes towards innovation.

Finance 52

Finance Invoicing Compliance Leverage 52

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

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

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. This includes the Kinexys by J.P.

Foreign Exchange 96

Foreign Exchange Banking Currencies Treasury 96

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

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. Finally, stay curious and keep learning about industry trends and technologies to stay ahead in your career.” “You need to embrace change and the outcome,” he reflects.

Leadership 64

Leadership CFO Finance Compliance 64

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

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

FISPAN

MAY 24, 2022

In 2016, Joe began investing and was one of the first investors in FISPAN. Joe invests in key pillars across multiple vehicles for approximately 40 companies: office of the CFO, Embedded Payments, all things ERP, private and public capital markets, and bank technology. Investing and building software internally isn’t enough.

Compliance 98

Compliance CFO Banking Numbers 98

Future CFO

MARCH 3, 2025

Technological advancements, evolving market demands, and a heightened focus on sustainability are converging to reshape the finance landscape. This is forcing finance leaders to integrate ESG considerations into their financial planning, reporting, and investment decisions. The finance function is undergoing a seismic shift.

Finance 69

Finance Communication Leadership Profit and Loss 69

Nerd's Eye View

MARCH 13, 2023

For the past several decades, platforms for advisors have differentiated with the quality of their technology. Consequently, the technology that most of today’s advisor platforms (e.g., broker-dealers, RIA aggregators, TAMPs, etc.) Which is usually one from a list of just 3 leading providers in any particular category.

Technology 98

Technology Compliance Planning Economics 98

CFO Talks

FEBRUARY 25, 2025

What is IFRS Compliance? For multinational companies, compliance with IFRS is often not just a choice but a requirement. If an investor in Japan wants to invest in a UK-based firm, IFRS compliance reassures them that they can trust the numbers in the financial statements. Why is it important?

IFRS 52

IFRS Financial Reporting Compliance Accounting Standards 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. Read More.

Investments 98

Investments Compliance Technology Planning 98

CFO Talks

FEBRUARY 10, 2025

The Power of Automation Automation in financial reporting is more than a technological upgrade; its a cultural shift. Compliance and Risk Reduction The regulatory landscape is ever evolving. However, the long term savings far outweigh the investment. Its a commitment to integrity and a strategic step toward excellence.

Financial Reporting 90

Financial Reporting IFRS Leadership Reconciliations 90

Bramasol

SEPTEMBER 29, 2023

This blog post provides an overview of these major waves of change based Bramasol's more than 27 years of working closely with CFOs and their stakeholders across many industry segments and technology innovation cycles. Globalization CFOs have long needed to assure compliance with two different standards-setting bodies.

Technology 88

Technology IFRS SAP Compliance 88

Future CFO

OCTOBER 31, 2024

"Exchanges, broker-dealers, wallet providers, regulators, and elected officials are all eager to ensure that everyday investors have information to know what their investment products are," says Rob Krugman , chief digital officer at Broadridge.

Investments 98

Investments Technology Compliance 98

Future CFO

MARCH 11, 2025

This evolution is particularly pronounced in Asia, driven by factors such as rapid economic growth, increasing regulatory complexity, and the accelerating pace of technological change. The role of the Chief Financial Officer (CFO) has undoubtedly moved outside the traditional accounting function and into a strategic leadership position.

Finance 52

Finance Compliance Performance Measuring CFO 52

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

The Charity CFO

MARCH 13, 2025

From federal grant compliance to donor transparency expectations, nonprofits must meet a growing list of financial integrity standards. This not only builds trust but also prevents ethical and compliance issues that could put your funding at risk. Misallocating funds can lead to compliance violations and loss of trust from funders.

Nonprofit 52

Nonprofit Auditing Compliance Leadership 52

CFO Thought Leader

FEBRUARY 18, 2025

The work took him to the edges of bleeding-edge technology, even if it also meant navigating the detailed rigors of government compliance. He has drawn from his HPC experiencewhere technology evolves at breakneck speedsto guide Sabeys approach to data center design and expansion.

CFO 69

CFO Compliance Technology Finance 69

Bramasol

NOVEMBER 8, 2021

Some of the driving forces behind this shift to hard data and carbon accountability are: Increased emphasis by investment funds and individuals in choosing companies that can demonstrate tangible programs and quantifiable results in their carbon mitigation efforts.

Compliance 76

Compliance Accounting SAP IFRS 76

CFO Thought Leader

JANUARY 6, 2025

In the three years since, Deputy has achieved a historic milestonereaching unicorn status through strategic partnerships with major customers who not only become clients but also invest capital, thereby opening new distribution channels and co-creating additional value.

CFO 52

CFO Leadership Compliance Concentration 52

E78 Partners

JUNE 21, 2024

Private equity (PE) firms are constantly looking for ways to improve their operations and create value for their shareholders, and outsourcing their tax and compliance operations is one way this can be made possible.

Compliance 59

Compliance Leverage Finance Technology 59

E78 Partners

DECEMBER 19, 2024

The alternative investment industry is facing rapid transformation. It is a critical function that directly impacts investor confidence, operational resilience, and compliance. Operational Complexity : Diversifying across multiple asset classes requires specialized reporting and advanced technology platforms.

Compliance 52

Compliance Reconciliations Risk Management Technology 52

Future CFO

SEPTEMBER 2, 2024

The analyst further suggests that application leaders must understand the technologies and frameworks that underpin a composable approach to set the scene for AI-enabled wins. Wahi argues that in the age of agile technology where AI is embedded in solutions, CFOs no longer need to worry about massive overhauls to adopt AI-driven solutions.

Compliance 116

Compliance Leverage Forecasting Risk Management 116

https://trustedcfosolutions.com/feed/

FEBRUARY 23, 2022

Family Businesses often start out on a shoestring budget and have to watch how every penny is invested. This will allow your team to forecast future financials, ensure compliance, and provide good data for future planning and business strategy. . The post Growing Your Family Business Using Technology appeared first on.

Technology 70

Technology Compliance Forecasting CFO 70

CFO Thought Leader

MARCH 5, 2025

Choucair tells us that his approach centers on leveraging AI to unlock competitive insights, streamline decision-making, and propel Trintech ahead in the rapidly evolving landscape of finance and technology. Once the use cases are validated, we’re willing to invest accordingly.

CFO 52

CFO Compliance Leverage Finance 52

Global Finance

FEBRUARY 12, 2025

They value transparency, ease of use, and personalization, putting pressure on asset managers to adopt new technologies and pivot from traditional relationship models. Demand for transparency and convenience Millennials and Gen Z are discerning clients who expect transparency around fees, investment risks, and overall performance.

Compliance 52

Compliance Communication Technology Investments 52

The Finance Weekly

FEBRUARY 23, 2025

Strong FP&A practices help finance teams improve data accuracy , use technology effectively, and make well-informed financial decisions. Financial tracking also helps adjust investments, such as identifying underperforming products and reallocating resources accordingly.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Forecasting Risk Management 52

Future CFO

DECEMBER 11, 2024

Regulatory Demands : Banks must prioritise IT investments amidst growing regulatory requirements, particularly in anti-money laundering (AML) and cybersecurity. Technological Disruption : The emergence of new technologies, including generative AI, requires banks to adapt quickly.

Banking 52

Banking Risk Management Compliance Investments 52

E78 Partners

FEBRUARY 6, 2025

The alternative investment management business is highly competitive, as managers compete for institutional investors capital allocations. Managers not only compete on investment track records and strategies for driving alpha, they also compete on the strength and reliability of back- and middle-office operations.

Compliance 59

Compliance Concentration Investments CFO 59

CFO Plans

NOVEMBER 4, 2024

By employing advanced forecasting tools and real-time financial reporting, they maintained a healthy cash reserve, allowing them to invest in new markets and technologies confidently. For financial services firms, these assessments are particularly crucial in navigating regulatory environments and ensuring compliance.

CFO 52

CFO Cost Management Leverage Planning 52