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 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

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

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

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 83

IFRS Accounting SAP Compliance 83

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

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

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

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

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 90

SAP Reconciliations Leverage Prioritization 90

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

PYMNTS

OCTOBER 28, 2020

This growth is in part being driven by new investments in payments automation, particularly those that reduce the impact of compliance-related barriers. FinTechs lack the compliance and legacy system costs that can eat up 65 percent of bank budgets, resulting in this discrepancy. About The Tracker.

B2B 87

B2B Prioritization Compliance Budgeting 87

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

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

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 109

Construction Compliance Cash Management Treasury 109

PYMNTS

DECEMBER 29, 2020

With it, financial institutions need to strengthen their compliance to mitigate the risk of running afoul of the law. It’s great to see the prioritization on innovation with this bill,” Wingert said, calling the AML regulatory changes important. Complex Compliance.

Compliance 108

Compliance Prioritization Securities Banking 108

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 CFO Compliance 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 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

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

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

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 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

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

The Charity CFO

AUGUST 21, 2024

Misaligned goals and priorities: Fundraisers focus on securing funds quickly, while accountants prioritize accurate recording and management. Reporting and Analytics Platforms: Leverage reporting tools to generate visually appealing fundraising and financial reports that help track KPIs and make informed decisions.

Communication 52

Communication Accounting Nonprofit Budgeting 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

MARCH 29, 2024

Accurate data also helps you stay in compliance with legal regulations and tax laws, such as annual IRS filings. Prioritize areas for correction: Make a list of the areas or categories of your budget to actual report that is the most impactful for your organization and plan to focus on fixing those areas first.

Nonprofit 52

Nonprofit Budgeting CFO Prioritization 52

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

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

E78 Partners

MAY 3, 2023

Leveraging E78’s Comprehensive Due Diligence Process Due diligence is a critical aspect of private equity investments, as it allows investors to thoroughly evaluate potential opportunities and mitigate the risks associated with their investments.

Investments 52

Investments Leverage Technology Compliance 52

CFO Talks

NOVEMBER 11, 2024

Once I have a clear picture, I prioritize the challenges based on their impact and urgency. Newly qualified accountants should familiarize themselves with risk assessment frameworks and compliance regulations. Prioritize Tasks: Use tools like to-do lists or digital planners to prioritize tasks based on urgency and importance.

CFO 52

CFO Leadership Problem Solving Communication 52

The Finance Weekly

JUNE 5, 2024

2) Scalable, Intelligent Architecture Leverage Hyperscale computing to enhance operational insights, forecasts, and business strategies. 8) Security Top-tier security and compliance measures, including BYOK, role-based access control, user management, SSO support, and data encryption at rest.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Forecasting Auditing Microsoft Office 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

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

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 Prioritization Securities Compliance 74