CFO Plans

NOVEMBER 25, 2024

As stewards of financial data, CFOs must prioritize cybersecurity measures to ensure the security of sensitive information and maintain client trust. Secure Financial Data Management: A Top Priority At the core of modern financial services is secure financial data management.

Prioritization 52

Prioritization Compliance Financial Data CFO 52

Generation CFO

DECEMBER 20, 2021

I recently spent a very enjoyable hour discussing financial workforce planning with Mark White of MHR. I did not fully appreciate how workforce planning has developed over the years, the huge difference between private and public sector, the GDPR conundrum nor the potential number of drivers that can be used in a salary plan.

Planning 131

Planning Benchmarking Concentration Budgeting 131

Future CFO

FEBRUARY 14, 2025

New research from global data and cloud solutions company Hitachi Vantara found that while Asia is outpacing the world in AI adoption, poor data quality and security risks threaten to stall progress. 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

PYMNTS

OCTOBER 9, 2020

Venture capital funding landed at supplier payment and compliance automation firms this week, among other B2B innovators that raised money. Enterprise device security firm Eclypsium has notched $13 million in an oversubscribed funding round , which brings the overall funding of the firm to $25 million. Strike Graph.

Compliance 107

Compliance Auditing Accounts Payable Valuation 107

CFO Thought Leader

OCTOBER 28, 2024

We operate at the intersection of compliance and security in a space we pioneered, called trust management. Read More We created the automated compliance category in 2018, which enables companies to achieve compliance in weeks, not months, using frameworks like SOC 2, ISO 27001, HIPAA, and GDPR.

Leadership 64

Leadership CFO Finance Compliance 64

Anaplan

JULY 25, 2021

Enterprise planning looks and operates differently for every business despite the fact that end goals are similar: cutting costs, optimizing resources, and reducing processes while simultaneously increasing security, tightening compliance, and enhancing agility.

Planning 105

Planning Compliance Securities 105

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. From the financial side, I am heavily involved in the scoping of the AFE, ensuring all financial models, scenario planning, and required returns are accurately detailed.

Finance 98

Finance Profit and Loss CFO Leadership 98

The Charity CFO

APRIL 11, 2025

When it comes to securing funding, your budget serves as a narrative tool, helping funders understand your mission, your needs, and your impact. For example: A government grant might prioritize detailed evidence of your programs efficiency and sustainability, including administrative costs and compliance plans.

Nonprofit 94

Nonprofit Budgeting Prioritization CFO 94

PYMNTS

SEPTEMBER 22, 2020

A significant portion of consumers in various global markets are even planning to increase their use of digital banking services in the coming months, which means banks are going to need to seamlessly support a new flood of digital consumers’ requests, as well as the data that comes with them. Around The Cloud Banking World.

Compliance 76

Compliance Banking Securities Technology 76

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

CFO Plans

APRIL 14, 2025

Discover more CFO Tax Recovery Strategies to secure your financial future. Creating a Tax Compliance Recovery Plan A comprehensive tax compliance recovery plan is indispensable. This plan should encompass regular training for your financial team on the latest tax regulations and compliance requirements.

Auditing 52

Auditing Compliance CFO Financial Reporting 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

E78 Partners

MARCH 3, 2025

Public company reporting requirements are significantly more demanding than those for private firms, with the Securities and Exchange Commission (SEC) imposing strict financial disclosure standards. Maintain compliance with ongoing disclosure and transparency requirements. Produce comprehensive board-ready financial reports.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) GAAP Marketing Compliance 52

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 Plans

JANUARY 20, 2025

Get expert guidance from CFO Plans today to ensure you’re compliant and maximizing potential savings. Strategic Tax Planning for Entrepreneurs The foundation of effective tax management begins with strategic planning. A practical step is to establish a tax compliance checklist.

Tax Planning 52

Tax Planning Compliance CFO Planning 52

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

PYMNTS

JANUARY 22, 2021

Young B2B FinTechs secured some of their first investments in areas that include small business accounting, alternative lending and financial management. based startup that announced a $1 million seed investment round that it plans to use for growth and product development. Bookkeeper360. With headquarters in both the U.K.

B2B 81

B2B Securities Startups Investments 81

Future CFO

APRIL 7, 2025

Chief financial officers, with their role continuously evolving , are expected to champion sustainability initiatives, integrating ESG factors into their financial planning and reporting processes. He says businesses are not just pursuing sustainability for compliance purposes but also for long-term value creation.

Compliance 52

Compliance Leverage Finance Risk Management 52

Nerd's Eye View

JANUARY 27, 2025

Compliance is another consideration for advisors implementing automations, especially for client-facing communications like text messages and emails.

Leverage 83

Leverage Communication Auditing Compliance 83

Nerd's Eye View

MAY 15, 2024

On April 25, 2024, the Department of Labor (DoL) issued the final version of its Retirement Security Rule (the "Final Rule"), which imposes an ERISA fiduciary standard "that applies uniformly to all investments that retirement investors may make with respect to their retirement accounts ".

Securities 98

Securities Investments Planning Banking 98

Global Finance

MARCH 20, 2025

For instance, Deutsche Bank’s operational efficiency plan aims to achieve $2.8 This must be done by working with risk management and compliance with legal teams in a bank. Effective data governance protects data integrity, privacy, and security and ensures compliance with laws and regulations.

Banking 59

Banking Compliance Technology Sales 59

PYMNTS

MAY 18, 2020

Many fuel companies have made the shift to a safer and more secure EMV environment, and we applaud them for doing so,” said Kush Saxena, Mastercard’s executive vice president in a statement. However, we also recognize and respect the complexities to upgrade to safer and more secure EMV transactions at fuel dispensers over the next few months.”

Securities 78

Securities Compliance Banking Planning 78

Bramasol

AUGUST 11, 2023

In this latest post, we take a look at data security, privacy protections, and overall cybersecurity issues, which impact all companies, especially those that are implementing new DSE programs. Maintaining strong security measures can help build and maintain a positive reputation.

Securities 74

Securities SAP Compliance B2C 74

E78 Partners

MARCH 21, 2025

A well-defined PMI model typically includes: Pre-Integration Planning: Establishing objectives, leadership alignment, and an integration roadmap before the deal closes. Without proper planning and execution, organizations risk inefficiencies, cultural misalignment, and missed synergies.

Leadership 52

Leadership Communication Prioritization Compliance 52

Future CFO

SEPTEMBER 2, 2024

However, challenges such as data security concerns, the need for specialised AI talent, and cultural adaptation to AI-driven decision-making processes may require careful navigation. These tools enable finance teams to simulate various scenarios, assess potential impacts, and develop contingency plans.

Compliance 116

Compliance Leverage Forecasting Risk Management 116

CFO Plans

OCTOBER 9, 2024

As businesses expand, especially within the financial services sector, the intricacies of tax compliance can become a formidable challenge. The stakes are high, with severe repercussions for non-compliance, but these challenges also present immense opportunities for optimization.

Compliance 52

Compliance Tax Planning CFO Concentration 52

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. This is a meaningful shift in how we allocate capital, Thomson told a media roundtable in December 2023, referring to Scotiabanks plan to focus on more profitable North American markets.

Banking 52

Banking Compliance Treasury Finance 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

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

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 Plans

MAY 30, 2024

Outsourced Tax Accounting Services Ensure Compliance and Savings Navigating the labyrinth of tax regulations can be daunting for any business. Outsourced tax accounting services provide expert advice, ensuring compliance and optimizing tax strategies. Get strategic financial oversight with fractional CFO services.

Compliance 52

Compliance Accounting CFO Manufacturing 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. These requirements include ensuring that promoters are eligible to receive compensation for testimonials or endorsements (i.e.,

Marketing 130

Marketing Advertising Compliance Investments 130

Future CFO

DECEMBER 8, 2024

As companies pan into the new year, budget planning for 2025 comes along. Continued investment in digital systems and security infrastructure Companies in 2025 will invest in innovative new solutions such as process automation and generative AI to support growth. The result is a bolstered mandate for compliance and visibility.

SAP 52

SAP Budgeting Compliance Auditing 52

PYMNTS

AUGUST 16, 2020

China’s Ministry of Commerce is moving forward with its plan for a digital currency, according to a report by The Wall Street Journal (WSJ). The bill originally set out to distinguish digital assets from securities.

Currencies 134

Currencies Compliance Securities Planning 134

Global Finance

DECEMBER 26, 2024

Morgan FX Services to enable FX settlement on blockchain, initially in US dollars and euros, with plans to expand to more currencies. FIS Trading Compliance Manager presents a comprehensive view of an order life cycle, meeting all trading compliance needs in one solution. Kinexys Digital Payments is now integrating with J.P.

Foreign Exchange 96

Foreign Exchange Banking Currencies Treasury 96

Future CFO

FEBRUARY 9, 2025

CFOs, with their unique understanding of financial risk and strategic planning, must champion cybersecurity initiatives and weave them into the core of their business strategy. One of the main challenges in securing cybersecurity investments lies in the nature of cybersecurity itself. Brett Tighe "So, I look at it in terms of ROI.

Investments 52

Investments Profit and Loss Securities Risk Management 52

CFO Talks

NOVEMBER 11, 2024

As a CFO, accurate VAT recording is crucial to avoid penalties and ensure compliance. Unemployment Insurance Fund (UIF) : This social security tax supports unemployed workers. Simplifying Tax Compliance Efficient Record-Keeping Regularly updating tax records is essential to simplify tax filings and minimise compliance risks.

Compliance 52

Compliance CFO Leverage Tax Planning 52