Global Finance

JUNE 14, 2024

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. But, what does an AI-first financial institution look like?

Leverage 93

Leverage Risk Management Compliance Concentration 93

CFO Talks

NOVEMBER 29, 2024

Elizabeth Burns exemplifies this dynamic role, demonstrating how financial frameworks can be leveraged to meet sustainability objectives and deliver value to diverse stakeholders. While financial performance is critical, we also prioritize community development, environmental stewardship, and local economic support.

Finance 98

Finance Profit and Loss CFO Leadership 98

PYMNTS

OCTOBER 5, 2020

A study from identity verification se rvice Trulioo found that 62 percent of consumers prefer onboarding experiences that prioritize security over speed across nearly all industries, but only to an extent. Deep Dive: Leveraging AI And ML To Prevent Money Laundering. trillion annually over the next several years.

Compliance 56

Compliance eCommerce Prioritization Leverage 56

PYMNTS

JULY 25, 2019

When it comes to regulatory compliance, no corporate is an island. An organization may have the resources to stay on top of ever-evolving regulations, but increasingly, businesses are being held accountable not only for their own compliance standing, but also that of their business partners down the supply chain. Is there an exception?

Compliance 40

Compliance Prioritization B2B Leverage 40

Bramasol

JULY 22, 2023

Global ESG Regulatory Requirements One of the major ESG compliance developments to watch is the US Securities and Exchange Commission (SEC) proposed regulation on Climate-Related Disclosures and ESG Investing. For more information, check out these resources: Are You Ready for "Carbon Accounting" Compliance?

IFRS 80

IFRS Accounting SAP Compliance 80

CFO Leadership

OCTOBER 10, 2023

Many have since advanced to intelligent process automation (IPA) — RPA amplified with artificial intelligence (AI) — to streamline and improve more complex work, from tax and compliance reporting to financial statement reconciliation. 1] Robert Half and Protiviti are members of the Microsoft AI Cloud Partner Program.

Financial Planning and Analysis (FP&A) 115

Financial Planning and Analysis (FP&A) Finance Compliance Forecasting 115

CFO Plans

JANUARY 20, 2025

A practical step is to establish a tax compliance checklist. Leverage Technology to Avoid Tax Season Stress One of the most effective ways to avoid tax season stress is to leverage technology. Leverage Technology to Avoid Tax Season Stress One of the most effective ways to avoid tax season stress is to leverage technology.

Tax Planning 52

Tax Planning Compliance CFO Planning 52

Bramasol

JANUARY 15, 2025

In this Insights news post we provide an updated look at the four key areas of AI, Cloud, Compliance and Sustainability. SAP Joule is a prime example of leveraging embedded agentic AI as a seamless part of the overall business software landscape. The core cloud ERP can be SAP S/4HANA in either Public or Private cloud deployments.

SAP 54

SAP Compliance Leverage B2C 54

Bramasol

JULY 16, 2024

This new Insights episode provides an overview of these tools and how they can be leveraged to optimize the transition to SAP Cloud Public or Private Editions. Focusing on each of these six dimensions, the clean core concept drives cloud compliance through master data and business process governance.

SAP 87

SAP Reconciliations Leverage Prioritization 87

Nerd's Eye View

JUNE 28, 2024

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 (..)

Concentration 59

Concentration Prioritization Auditing Compliance 59

PYMNTS

APRIL 12, 2019

What’s clear is that GDPR intends to protect data, and researchers have already found a correlation between GDPR-compliant businesses and lower rates of data breaches – perhaps the result of organizations’ prioritizing and investing more in cybersecurity and data protection initiatives to become compliant.

Compliance 77

Compliance Securities Prioritization Leverage 77

Global Finance

JUNE 6, 2024

The project’s deployment required the collaborative efforts of several bank departments, including business, legal, compliance, engineering, security and IT, as well as outside technology vendors Metaco and Avaloq. Innovation: Blockchain-Based Digital Bond Project Company: China Central Depository & Clearing Co.

Construction 90

Construction Compliance Cash Management Treasury 90

CFO Talks

NOVEMBER 21, 2024

My goal is to leverage my experience and skills in finance and strategic management to drive growth, operational efficiency, and long-term success for an organization. First and foremost is financial acumen—understanding financial reporting, budgeting, forecasting, and compliance is foundational.

CFO 98

CFO Leadership Communication Problem Solving 98

CFO Plans

SEPTEMBER 24, 2024

Operational accounting services offer crucial support, ensuring financial health and compliance. By leveraging advanced software, businesses can streamline their accounting processes, reduce errors, and save valuable time. Streamlined payroll and accounting services are critical for maintaining operational efficiency and compliance.

Tax Planning 52

Tax Planning Compliance CFO Risk Management 52

CFO Network

MARCH 18, 2024

Whether navigating tax intricacies or ensuring regulatory compliance, outsourcing offers a gateway to expert guidance and support. Yet, reputable outsourced accounting firms prioritize data protection , implementing stringent security measures and confidentiality protocols to safeguard client information.

Accounting 52

Accounting Prioritization Communication Accounting Firms 52

Spreadym

JULY 21, 2023

The objective of digital transformation is to modernize and improve the efficiency, agility, and customer experience in the financial industry by leveraging technology and data-driven solutions. Data-Driven Decision-Making : Leveraging data analytics to gain valuable insights into customer behavior, financial trends, and market dynamics.

Finance 52

Finance Prioritization Compliance Leverage 52

CFO Plans

NOVEMBER 4, 2024

Consider a financial services company that managed to scale its operations by prioritizing cash flow optimization. For financial services firms, these assessments are particularly crucial in navigating regulatory environments and ensuring compliance.

CFO 52

CFO Cost Management Leverage Planning 52

VCFO

MARCH 9, 2022

She efficiently handles multiple priorities, can quickly adapt to challenging and fast-paced work environments, and prioritizes building relationships within an organization. In addition, she has also managed and administered a benefits plan with a spend of $155 million and is a subject matter expert in retirement and pension compliance.

Problem Solving 52

Problem Solving Prioritization Compliance CFO 52

CFO Talks

MARCH 14, 2024

No longer confined to the guardianship of financial reporting and compliance, modern CFOs are now pivotal strategists and advisors at the heart of corporate decision-making. Prioritizing Tasks and Responsibilities In the face of the CFO role’s expansion, effective task prioritization becomes paramount.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

E78 Partners

APRIL 9, 2024

In an era characterized by rapid digital transformation, businesses across the spectrum are leveraging technology to fuel progress, growth, and competitive advantage. In particular, private equity investors have actively harnessed technology to streamline portfolio company performance.

Investments 59

Investments Compliance Securities Benchmarking 59

PYMNTS

MAY 6, 2019

Many developers prioritize being able to quickly find specific APIs, connect to them and start coding right away. “It Banks also need compliance strategies to smoothly work with FinTech developers worldwide. The APIs that most appeal to FinTechs are easy to use and tailor, Chaib said.

Banking 74

Banking Securities Prioritization Compliance 74

The Finance Weekly

DECEMBER 1, 2024

Regulatory Compliance - Accurate records are essential for meeting legal and regulatory requirements, especially for publicly traded companies. Here are some common challenges and tips to overcome them: Volume of Accounts - If you’re dealing with hundreds (or thousands) of accounts, prioritize the most critical ones first.

Reconciliations 52

Reconciliations Accounting General Ledger Invoicing 52

CFO Talks

JULY 23, 2024

The goal is to prioritize risks that have the highest potential impact on the organization. Leverage Technology Technology can be a powerful ally in risk management. Strengthen Internal Controls Strong internal controls are essential for preventing fraud and ensuring compliance with regulations.

Risk Management 52

Risk Management CFO Compliance Communication 52

CFO Talks

SEPTEMBER 10, 2024

Prioritize the alignment between financial projections and operational realities, ensuring that future growth assumptions are grounded in realistic business drivers. While financial and operational alignment is often prioritized, cultural integration is frequently underestimated. Regulatory risks extend beyond the approval process.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Prioritization Leadership CFO 52

CFO Talks

MARCH 20, 2024

The Chartered Institute for Business Accountants (CIBA) leveraged the research as a foundation to develop its Chartered CFO designation. This prioritization underscores the value placed on a CFO’s ability to anticipate and prepare for future challenges, steering the company towards long-term success and sustainability.

CFO 52

CFO Compliance Performance Measuring Education 52

CFO Share

SEPTEMBER 12, 2024

Prioritize urgent processes such as cash flow management, ongoing projects, and upcoming deadlines for financial reporting. Leverage Your Network Reach out to your network for recommendations. An interim CFO – a professional you can onboard quickly while maintaining business stability and preparing for a permanent hire.

CFO 52

CFO Compliance Communication Prioritization 52

CFO Leadership

JANUARY 25, 2024

While public companies are legally obligated (or are soon expected to be obligated) to meet a growing number of ESG-related regulatory requirements around the world, many of these compliance burdens – and reporting requirements, in particular – also extend to private companies and smaller organizations that conduct business with public companies.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Profit and Loss Compliance Finance 52

PYMNTS

SEPTEMBER 17, 2018

To prioritize certain payment methods, HomeAway finds out which methods are highest in demand by utilizing consumer data and analytics. “We Fraud and compliance are challenges facing all eCommerce marketplaces,” he said. Going forward, HomeAway plans to explore emerging payment technologies, including cryptocurrencies.

Prioritization 49

Prioritization Currencies Securities Compliance 49

Spreadym

JUNE 15, 2023

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.

Planning 52

Planning Prioritization Concentration Compliance 52

CFO Plans

SEPTEMBER 24, 2024

Effective tax planning and accounting are not just about compliance; they are about unlocking opportunities for growth and stability. For instance, consider a local bakery that leveraged financial advisory services to streamline their expenses and increase profitability by 20% within a year.

Tax Planning 52

Tax Planning Accounting Planning Budgeting 52

PYMNTS

NOVEMBER 26, 2019

PYMNTS’ Credit Union Innovation Index found that CU members may not prioritize the latest technologies as much as bank and FinTech customers do, but they still value easy-to-use mobile apps and online capabilities. Meeting customers’ expectations and desires is a key goal for all enterprises, and credit unions (CUs) are no exception.

Marketing 52

Marketing Leverage Prioritization Advertising 52

CFO Thought Leader

APRIL 23, 2024

As a finance executive, Bansal was responsible for providing some of the routine financial insight required to steer the firm through rapid growth phases and was instrumental in preparing it for its public offering—a task that involved rigorous financial restructuring and compliance readiness. Bansal, however, not only stayed on but thrived.

CFO 59

CFO Securities Leadership Restructuring 59

CFO Leadership

JANUARY 5, 2024

While public companies are legally obligated (or are soon expected to be obligated) to meet a growing number of ESG-related regulatory requirements around the world, many of these compliance burdens – and reporting requirements, in particular – also extend to private companies and smaller organizations that conduct business with public companies.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Profit and Loss Compliance CFO 52

E78 Partners

SEPTEMBER 19, 2024

This control allows businesses to streamline processes, minimize wastage, and ensure compliance, providing a level of operational stability that is crucial. Leveraging resources that provide visibility into customer behavior can help refine offerings, customize strategies, and build a loyal customer base that supports long-term growth.

Cash Flow Forecasting 52

Cash Flow Forecasting Economics Prioritization Manufacturing 52

E78 Partners

SEPTEMBER 19, 2024

This control allows businesses to streamline processes, minimize wastage, and ensure compliance, providing a level of operational stability that is crucial. Leveraging resources that provide visibility into customer behavior can help refine offerings, customize strategies, and build a loyal customer base that supports long-term growth.

Cash Flow Forecasting 52

Cash Flow Forecasting Economics Prioritization Manufacturing 52

The Finance Weekly

MARCH 5, 2024

Next, came a new solution, Datarails Connect , which leverages Excel's success to transform it into a kind of self-service BI solution, enabling finance professionals to become truly independent by connecting their entire data stack to Excel in a simple and self-service manner.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Leverage Cash Management 52

The Charity CFO

JUNE 7, 2023

Is this just a necessary evil just to meet compliance requirements , and make sure there’s enough cash in the bank? It ensures compliance with reporting standards and provides transparency to stakeholders about how resources are allocated and utilized. Nonprofit financial statements.

Nonprofit 52

Nonprofit Accounts Payable Budgeting Financial Analysis 52