CFO Talks

NOVEMBER 20, 2024

The next logical step might be to take your company to international markets by listing on a foreign stock exchange. But it also comes with a unique set of challenges, particularly for CFOs tasked with ensuring compliance with international reporting standards. Be Proactive with Regulators Each market has its own regulatory quirks.

IFRS 98

IFRS GAAP Currencies CFO 98

Bramasol

NOVEMBER 11, 2024

Key Drivers for Shifting to Cloud ERP Agility and Flexibility: Businesses are seeking ERP solutions that can quickly adapt to changing market conditions. 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 93

SAP Compliance Leverage Invoicing 93

Private Funds CFO

FEBRUARY 14, 2022

A lot of smaller and mid-market funds have no idea what’s about to happen – and even when it happens, they still may not have any idea,' expert worries.

Compliance 130

Compliance Marketing 130

CFO News Room

NOVEMBER 2, 2022

Along with renewing their registration annually (for both SEC- and state-registered firms), firms face a variety of requirements related to their internal finances, fees, marketing activities, and advisor agreements depending on whether they are SEC- or state-registered. Compliance policies and procedures manual. Author: Chris Stanley.

Compliance 130

Compliance GAAP Investments Advertising 130

CFO News Room

DECEMBER 7, 2022

For investment advisers looking to attract prospective clients, advertising the performance of their investment strategies would be a logical way to market their services (at least if they had strong historical returns!). Two final prohibitions under the Marketing Rule include restrictions on the use of predecessor performance (e.g.,

Advertising 130

Advertising Marketing Communication Compliance 130

Future CFO

SEPTEMBER 16, 2022

Thailand is following other markets in Asia that have seen governments finally come to terms with the importance and necessity of formalising data privacy protection and regulation. What are the role of Chief Financial Officers (CFO) and senior finance leaders when it comes to data privacy and compliance?

Compliance 98

Compliance CFO Securities Leadership 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

E78 Partners

JANUARY 22, 2025

For CFOs and financial leaders at mid-market and growing businesses, this reality hits particularly close to home. How Market Volatility Impacts Financial Operations: Understanding the Risks Financial operations have shifted dramatically over recent years. Maintain compliance under any circumstances. Ready to get started?

Accounting 52

Accounting Marketing Compliance Communication 52

CFO Talks

NOVEMBER 25, 2024

For CFOs, these challenges can come from external pressures like market demands or internal dynamics such as stakeholder expectations. How to Handle It: Immediately report the matter to the compliance or legal team. Recognising ethical dilemmas early is the first step toward resolving them effectively.

Leadership 98

Leadership Auditing Profit and Loss Compliance 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 91

Compliance Accounting SAP Invoicing 91

Global Finance

APRIL 4, 2025

Bringing this into Google Cloud Security Command Center Enterprise, which is its cloud-native app, further strengthens the offering to the market. According to Bues, the cloud-native applications market is gravitating toward platforms that provide security, integration, and compliance benefits all in one place.

Prioritization 88

Prioritization Securities Compliance Finance 88

Navigator SAP

AUGUST 5, 2022

The pharmaceutical industry has been transformed in recent years by pressure from intensely competitive markets and the need to comply with new regulations that mandate the highest quality standards across all processes. The industry is a complex one and highly regulated as well, as it deals with the safety of people’s lives.

Pharmaceutical 245

Pharmaceutical Manufacturing Compliance Investments 245

Future CFO

JANUARY 22, 2025

Source: Data collected during the FutureCFO Conference series in 2024, Cxociety Research Coming into 2025, as finance leaders face mounting pressure to do more with less while driving growth and maintaining compliance, they are turning to digital solutions and holistic approaches to reshape and modernise financial processes.

Risk Management 98

Risk Management Compliance Finance Leverage 98

Future CFO

JUNE 12, 2024

Scenario analysis : Organisations as part of the future appraisal of new ventures and projects will incorporate scenario analysis to assess the potential impacts of different climate change scenarios on their operations, supply chains, and markets. The post Delivering value beyond compliance with ESG reporting appeared first on FutureCFO.

Compliance 98

Compliance IFRS Risk Management Finance 98

Nerd's Eye View

OCTOBER 29, 2024

So, whether you're interested in learning about developing a profitable client niche, how to effectively raise fees to match the planning value being provided, or marketing strategies that can be used to rapidly gain clients within a niche, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Travis Hornsby.

Leverage 97

Leverage Planning Compliance Startups 97

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 84

Auditing Compliance SAP Accounting Standards 84

Global Finance

APRIL 3, 2025

On the other hand, many of the challenges facing the Arab banking sectorsuch as de-risking, compliance with international regulations, financing for development, and climate changetranscend national borders. Additionally, Arab banks play a strategic role in regional and international financial markets.

Economics 59

Economics Banking Compliance Risk Management 59

E78 Partners

JANUARY 9, 2025

As 2025 approaches, the equity capital markets are gearing up for a notable acceleration in IPO activity. Asias rising prominence, driven by the growth of emerging markets, is also expanding opportunities for companies to tap into new investor pools. Enhancing financial reporting processes to ensure transparency and accuracy.

Compliance 59

Compliance Financial Reporting Planning Economics 59

Nerd's Eye View

JUNE 17, 2024

Nonetheless, fewer than 10% of SEC-registered investment advisers report using them, even though the SEC’s updated investment adviser marketing rule allows financial advisors to proactively encourage testimonials (from clients), use endorsements (from non-clients), and highlight their own ratings on various third-party review sites.

Marketing 98

Marketing Advertising Compliance Leverage 98

Navigator SAP

JUNE 24, 2022

The Case for SAP in Pharmaceutical Manufacturing Life sciences firms such as pharmaceutical manufacturing companies must juggle a massive amount of variables in the course of business, from managing supply chains and exacting manufacturing processes to precisely tracking shipments and overseeing onerous compliance obligations.

Pharmaceutical 246

Pharmaceutical SAP Manufacturing Compliance 246

CFO Thought Leader

OCTOBER 28, 2024

Every Vantin (Vanta employee) wakes up each day with the opportunity to create a category, win market share, and delight our customers. We operate at the intersection of compliance and security in a space we pioneered, called trust management. Trust management spans everything companies need to monitor, improve, and demonstrate trust.

Leadership 64

Leadership CFO Finance Compliance 64

Nerd's Eye View

FEBRUARY 1, 2023

In recent years, though, the growing use of lead-generation services, advisor networks, and ‘advisor-matching’ tools, referred to as “operators” in the Marketing Rule’s Adopting Release, has given rise to third-party solicitation activity that often looks more like advertising directly to prospective clients.

Marketing 96

Marketing Advertising Compliance Investments 96

CFO Talks

NOVEMBER 29, 2024

Transparency is critical, particularly in a heavily regulated sector like ours, where compliance with local regulations and alignment with corporate governance are essential. Another challenge is the growing complexity of regulatory compliance. The CFO’s role in this energy transition is multifaceted.

Finance 98

Finance Profit and Loss CFO Leadership 98

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

Bramasol

FEBRUARY 9, 2024

As this blog series continues to explore optimizing quote-to-cash (QTC) to compliance for different industries, in this episode we dive into the special challenges faced by companies in the telecom sector and address how solutions in the SAP portfolio help overcome them.

SAP 85

SAP Compliance Invoicing Leverage 85

Private Funds CFO

MARCH 23, 2022

The impact of a new SEC climate disclosure proposal for publicly traded companies could be felt in private markets.

Marketing 130

Marketing Compliance 130

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

Bramasol

APRIL 15, 2024

In this new post, we get more granular to provide an update on how AI and Gen AI can enhance productivity, insights, and results in finance applications such as order-to-cash to compliance (OTC 2 ), along with a look at how new SAP AI initiatives are key to this transformation. to drive financial models.

SAP 83

SAP Financial Planning and Analysis (FP&A) Compliance Reconciliations 83

Future CFO

FEBRUARY 14, 2025

Cloud-based financial systems have improved collaboration, making data more accessible while ensuring compliance with evolving regulations." For example, if you ask a free AI model like ChatGPT about yesterdays market trends, it may only provide information based on its last training update."

Cash Flow Forecasting 78

Cash Flow Forecasting Compliance Leverage Reconciliations 78

Global Finance

MARCH 5, 2025

With its exit from Central America and Colombia, Scotiabank follows the trend of international banks retreating amid rising compliance costs and risks. Scotiabanks exit also fulfills a promise CEO Scott Thomson made in 2023 to refocus on more profitable North American markets. Over the decade since HSBC was fined $1.9 Rowe Price.

Banking 52

Banking Compliance Treasury Finance 52

E78 Partners

SEPTEMBER 27, 2024

For mid-market and enterprise companies, as well as those in the Private Equity space, maintaining these protections is crucial due to the vast amounts of sensitive data they manage. Our recent achievement of SOC 2 compliance underscores our commitment to providing clients with the highest level of data security and privacy.

Compliance 59

Compliance Securities Leadership Prioritization 59

Future CFO

APRIL 7, 2025

He says businesses are not just pursuing sustainability for compliance purposes but also for long-term value creation. They identify cost efficiencies in operations, assess financial risks associated with climate change and regulatory compliance, and secure sustainable financing."

Compliance 52

Compliance Leverage Finance Risk Management 52

Future CFO

MARCH 27, 2025

The EU AI Act which lays the foundations for the regulation of artificial intelligence , seeking to improve the functioning of the internal market and promote the uptake of human-centric and trustworthy AI. While compliance will be a challenge, Joseph says some countries are better positioned than others.

Compliance 52

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

Global Finance

DECEMBER 26, 2024

Citi Velocity is the winner of three awardsBest End-to-End Processing, Best Data and Analytics Platform, and Best Big Picture View of Positionsand provides extensive data coverage including a wide range of market data, including equities, fixed income, currencies, commodities, and derivatives.

Foreign Exchange 96

Foreign Exchange Banking Currencies Treasury 96