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. So, this is where Menlo comes in.

CFO 59

CFO Securities Leadership Restructuring 59

PYMNTS

DECEMBER 16, 2019

Courtneidge discussed those challenges in a recent interview with PYMNTS, noting that as FinTech innovation continues to solve the biggest B2B payments friction points, service providers are tasked with simultaneously prioritizing compliance — two goals that don’t always go hand in hand. Mixing Innovation With Compliance.

Compliance 81

Compliance B2B B2C Prioritization 81

Beacon CFO Plus

NOVEMBER 30, 2023

How to Divide Responsibilities and Prioritize Communication The relationship between a fractional or outsourced Chief Financial Officer (CFO) and your company’s public accounting firm should be collaborative, clear, and well-defined. Data Security and Privacy: Both the CFO and the accounting firm should prioritize data security and privacy.

Accounting Firms 52

Accounting Firms CFO Accounting Prioritization 52

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 81

Concentration Prioritization Auditing Compliance 81

CFO Plans

SEPTEMBER 24, 2024

Operational accounting services offer crucial support, ensuring financial health and compliance. Discover Digital Accounting Solutions Transition to Cloud-Based Accounting Services Cloud-based accounting services provide unparalleled flexibility and security.

Tax Planning 52

Tax Planning Compliance CFO Risk Management 52

CFO Plans

MAY 2, 2024

Evaluating Security and Compliance When it comes to financial data, security and compliance are non-negotiable. Your accounting partner should have robust measures in place to protect your sensitive information, including encrypted data storage, secure communication channels, and regular security audits.

Accounting 52

Accounting Problem Solving Communication Compliance 52

CFO Network

MARCH 18, 2024

Whether navigating tax intricacies or ensuring regulatory compliance, outsourcing offers a gateway to expert guidance and support. Security Concerns: Addressing Data Protection in Outsourced Accounting However, outsourcing has its challenges. Many SMBs grapple with concerns about data security and confidentiality.

Accounting 52

Accounting Prioritization Communication Accounting Firms 52

PYMNTS

MARCH 27, 2019

While regulators had transparency and financial security in mind when introducing more stringent requirements for banks following the global financial crisis, financial institutions faced a sudden surge in the burden compliance. The Key To Compliance Is Data.

Compliance 46

Compliance Banking Analyzing Data Prioritization 46

https://trustedcfosolutions.com/feed/

MAY 17, 2022

Have you reviewed compliance with local jurisdictions? With security breaches happening all the time, you should be moving to a more secure solution. Once a process is stable for three months, it’s time to move to a collaborative, automated, secure enterprise system and off of Excel. Excel is also very insecure.

CFO 107

CFO Prioritization Invoicing Finance 107

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

PYMNTS

OCTOBER 5, 2020

The latest AML/KYC Tracker® explores the use of AI to streamline anti-money laundering (AML) and know your customer (KYC) processes, changing customer expectations for bank security measures, and an in-depth look at how eCommerce platforms keep money launderers away from their storefronts. Developments Around The AML/KYC Space.

Compliance 56

Compliance eCommerce Prioritization Leverage 56

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. “So Complex Compliance.

Compliance 108

Compliance Prioritization Securities Banking 108

E78 Partners

APRIL 9, 2024

Amid these challenges, private equity funds must navigate the complexities of industry-specific compliance requirements while establishing a common risk management framework to manage cyber risks across their entire portfolio. Process: Implementing and managing systematic processes is vital in building a resilient cybersecurity posture.

Investments 59

Investments Compliance Securities Benchmarking 59

Spreadym

JULY 21, 2023

Blockchain and Distributed Ledger Technology : Exploring the potential of blockchain for secure, transparent, and efficient financial transactions, such as cross-border payments and digital asset management. Risk Management and Compliance : Implementing digital solutions to enhance risk assessment and compliance with regulatory requirements.

Finance 52

Finance Prioritization Compliance Leverage 52

CFO Thought Leader

APRIL 16, 2024

Kicking off his career fresh out of school, Udit Tibrewal joined the audit practice of PricewaterhouseCoopers (PwC) in New Delhi, where he set about learning the intricate workings of financial compliance. Cultivate strong communication skills, foster collaboration across teams, and always prioritize integrity in decision-making.

CFO 52

CFO Auditing Compliance Prioritization 52

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. This strengthens financial institutions’ resiliency and security.

Leverage 93

Leverage Risk Management Compliance Concentration 93

CFO News Room

NOVEMBER 8, 2022

Current privacy regulations, however, prioritize governments and firms over consumers. Admittedly, it is a good first step in bringing attention to issues of data security and creating a uniform law enabling consistency among all EU members. For instance, these policies leave governments exempt from compliance. Ethan Yang.

Prioritization 130

Prioritization Economics Concentration Compliance 130

VCFO

JUNE 29, 2023

Underscoring this was her ahead-of-the-curve understanding that mission-centered organizations must have strong finance and compliance-related practices and expertise in place to be able to provide services in line with their mission. — Need to assess or augment your nonprofit’s finance and compliance practices?

Nonprofit 67

Nonprofit Finance CFO Compliance 67

Global Finance

JUNE 6, 2024

Corda R3 Innovation: Digital Asset and Crypto Banking Offering Company: BBVA Switzerland The crypto- and digital-asset market is filled with friction and security risks. China’s securities depository, China Central Depository & Clearing Co.

Construction 109

Construction Compliance Cash Management Treasury 109

CFO Leadership

JANUARY 25, 2024

The convergence relates to the fact that CFO priorities increasingly mirror the organization’s strategic priorities: Rapidly elevate the quality and reliability of ESG reporting, blunt the bruising impacts of inflation, fortify data security and privacy capabilities, and get new GenAI solutions in place. Inflation Reduction Act.

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

JANUARY 1, 2023

In addition to being a year of instability and economic challenges, 2022 was also a year of increased focus on compliance and data security. The article discusses why compliance and independently verified reports, and SOC reports in particular, are important for a healthy business. Click , here to read. Read the , full article.

Finance 98

Finance Compliance Economics Forecasting 98

CFO Leadership

JANUARY 5, 2024

The convergence relates to the fact that CFO priorities increasingly mirror the organization’s strategic priorities: Rapidly elevate the quality and reliability of ESG reporting, blunt the bruising impacts of inflation, fortify data security and privacy capabilities, and get new GenAI solutions in place. Inflation Reduction Act.

Financial Planning and Analysis (FP&A) 52

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

CFO News Room

JANUARY 8, 2023

Doing this requires the board to prioritize budget for upgrading IT foundations that enable speed, security, resiliency, and reusability. Automating testing or compliance can have a huge impact in terms of freeing up engineer capacity to do what they love. The cloud is changing security. remote therapies), web3 (e.g.,

Budgeting 130

Budgeting Securities Economics Technology 130

PYMNTS

SEPTEMBER 8, 2020

In the mad dash for small firms to secure capital, many sought their PPP loans from banks other than their usual financial service providers, creating a logistical nightmare for financial institutions (FIs) that still rely on manual and outdated customer onboarding workflows. When the U.S. On Tuesday (Sept. On Tuesday (Sept.

Compliance 79

Compliance Prioritization B2B Banking 79

CSC Advisors

OCTOBER 24, 2023

In the dynamic landscape of small businesses, securing adequate financing is often a pivotal challenge for growth and sustainability. These loans empower entrepreneurs to kick-start their ventures, providing a financial boost ideal for covering startup expenses, purchasing inventory, or securing workspace.

Prioritization 52

Prioritization Finance Startups Economics 52

The Finance Weekly

JUNE 7, 2022

Hack may not be the most comforting word in describing cyber security strategies, but it is nonetheless of paramount importance to defend against cybersecurity breaches. However, despite all these threats, organizations can influence organizational behavior and reduce tactical errors to become more secure. Strategic mistakes 1.

Compliance 52

Compliance Risk Management Securities Prioritization 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. Example A technology startup might use the 0.50% rate cut to secure cheaper funding for product development. Example Consider a retail chain that experiences seasonal demand.

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. Example A technology startup might use the 0.50% rate cut to secure cheaper funding for product development. Example Consider a retail chain that experiences seasonal demand.

Cash Flow Forecasting 52

Cash Flow Forecasting Economics Prioritization Manufacturing 52

The Finance Weekly

OCTOBER 9, 2022

For instance, software that automates regulatory compliance tasks can , free up time for employees while lowering errors that can be quite expensive. IT can assist Finance in securing sensitive financial records. Another way that IT assists Finance through collaboration is by securing sensitive records.

Finance 98

Finance Budgeting CFO Forecasting 98

PYMNTS

APRIL 4, 2019

Credit union (CU) associations and service providers are pushing for the adoption of technology to help with security and compliance. 20 percent: Share of CUs that prioritized growing mortgage loans in 2019, down from 52 percent in 2018. All this, Today In Data. million: Number of credit union members in the U.S.

Technology 46

Technology Prioritization Compliance Startups 46

PYMNTS

APRIL 12, 2019

The General Data Protection Regulation (GDPR) represented a new phase in data security and EU regulators’ approach to it. ” Norton warned of the emergence of what he called a “black marketing economy,” in which cybercriminals masquerade as a seemingly legitimate company with a falsely issued GDPR compliance statement.

Compliance 77

Compliance Securities Prioritization Leverage 77

E78 Partners

MAY 8, 2024

Incident Management: ServiceNow ITSM includes robust incident management capabilities for logging, categorizing, prioritizing, and resolving IT issues and service disruptions efficiently. It provides dashboards and reports for tracking SLA compliance and performance metrics.

Leverage 52

Leverage Compliance Auditing Invoicing 52

PYMNTS

JANUARY 29, 2019

and Europe told Bitdefender in a separate survey that their budgets are large enough to accommodate the security for which infrastructure calls. Less than half of IT professionals in the U.S.

Investments 59

Investments Compliance Education Benchmarking 59

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

APRIL 26, 2018

is only weeks away from bringing its Global Data Protection Regulation (GDPR) rules into effect, and corporates are ill-prepared for the data security requirements, according to new research. A key issue here is prioritizing what can be done in the remaining time before that May deadline and acting on those high-risk areas.”.

Compliance 59

Compliance Prioritization B2B Budgeting 59

PYMNTS

SEPTEMBER 22, 2020

As such, online shopping for small retailers must be streamlined, efficient, and most importantly, secure. Yet for small vendors, prioritizing the buyer experience can be a challenge with limited resources. Visibility And Security.

B2B 94

B2B eCommerce Prioritization Securities 94

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. What data governance, privacy and security procedures do we have in place or need?

Financial Planning and Analysis (FP&A) 115

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