Nerd's Eye View

NOVEMBER 20, 2024

One component of this duty of care is an obligation to seek best execution of client securities transactions. The SEC, in its interpretive release, sets an expectation of "periodic and systematic evaluation" (i.e., The SEC, in its interpretive release, sets an expectation of "periodic and systematic evaluation" (i.e.,

Securities 97

Securities Communication Investments Accounting 97

Global Finance

DECEMBER 26, 2024

I started in public accounting at Ernst & Young, where we did everything manually. This involved restructuring the former company, setting up the right platform, and securing the proper capital structure. Rouse: You have to be deeply involved in the business; its not enough to just be an accountant. Rouse: Communication.

CFO 98

CFO Restructuring Math Finance 98

PYMNTS

APRIL 21, 2020

Financial institutions (FIs) are among the entities that are working to securely meet clients where they are through mobile and online channels to complete tasks that would more often be completed in person. The app uses near-field communication (NFC) for easy data transfers. Keeping The System Secure. Using AI For Onboarding.

Accounting 121

Accounting Banking Securities Communication 121

CFO Talks

NOVEMBER 25, 2024

Pressure to Manipulate Financial Results Example: The board pressures you to inflate revenue projections to secure a loan or attract investors, suggesting it’s “just this once” to meet strategic goals. Whistleblowing on Corruption Example: You uncover bribery within the sales team to secure contracts with key clients.

Leadership 98

Leadership Auditing Profit and Loss Compliance 98

PYMNTS

JUNE 29, 2020

Open banking is one of the most significant emerging trends in the financial industry, allowing banks and FinTechs to share financial data in a quick, easy and secure manner across a network of platforms. Security Risks Facing Open Banking. Securing Open Banking Systems.

Securities 96

Securities Banking Leverage Communication 96

CFO Talks

NOVEMBER 29, 2024

These experiences introduced me to the broader business world and significantly accelerated my career. Following my articles, I moved into the corporate sector as a Group Accountant at Datacentrix, gaining insight into private sector finance. What key skills should a newly qualified accountant develop on their path to becoming a CFO?

CFO 95

CFO Auditing Leadership Finance 95

Future CFO

FEBRUARY 9, 2025

The first thing we did was we had to account for everyone in our company and make sure that they were safe and sound. He says that a leader should have a blend of two qualities: a good communicator and a deep thinker. He says that building peoples houses provides emotional, social, and physical security. We never stopped.

Leadership 96

Leadership Communication Construction Corporate Finance 96

CFO Plans

OCTOBER 29, 2024

This article explores effective strategies for accounts receivable and payable management, offering actionable insights to enhance financial stability and promote growth. Improving Liquidity through Accounts Receivable Efficiency Optimizing accounts receivable efficiency is crucial for improving liquidity.

Accounts Payable 52

Accounts Payable CFO Budgeting Invoicing 52

The Charity CFO

JUNE 4, 2025

The Parallels Between Fundraising and Sales Aaron spent years in the nonprofit world, securing corporate sponsorships, building relationships, and raising money. Why Internal Communication Makes or Breaks Fundraising At The Charity CFO, we meet weekly to align our sales, operations, and finance teams.

Sales 73

Sales Nonprofit CFO Forecasting 73

Navigator SAP

JULY 15, 2022

And securing these endpoint devices is a must. Your ERP platform should be able to unify different modules for different areas of the business, including payroll, bills of material, inventory, accounting, customer relationship management, supply chain management, and others, helping these different departments communicate.

Budgeting 218

Budgeting Leadership Communication Leverage 218

CFO Talks

JUNE 12, 2025

However, excessive centralisation often leads to bottlenecks, indecision, and reduced accountability. Communicating the Strategy with Consistency Recovering from financial difficulty is not only a technical process. Communication must be clear, frequent, and meaningful. It calls for discipline, communication, and courage.

CFO 52

CFO Profit and Loss Leadership Communication 52

Bramasol

JULY 22, 2023

Previous posts in this blog series o n Environmental, Social and Governance (ESG) and carbon accounting have spotlighted carbon accounting as a trend to watch , looked at ESG impacts on M&A , and tracked the emergence of new ESG standards.

IFRS 92

IFRS Accounting SAP Compliance 92

CFO Leadership

OCTOBER 10, 2023

AI in the “Real World” While these powerful tools seem to have a near mastery of natural language communication, they are not necessarily designed to possess many of the skills required by finance and accounting professionals. However, they still have a place in corporate finance and accounting.

Accounting 95

Accounting Finance Auditing IFRS 95

Simply Treasury

AUGUST 3, 2022

Automated bank connectivity through a single secure channel has become essential to reduce costs, facilitate on-boarding by banks, secure transactions, speed up and automate reconciliations and reduce staff workload. The approver receives an email alert and can connect to the secure payment tool. Virtuous bank connectivity.

Banking 147

Banking Reconciliations Treasury Securities 147

The Charity CFO

APRIL 20, 2023

How can nonprofit accounting software help your organization with efficiency? In today’s digital age, technology has revolutionized almost every aspect of business operations, including accounting and finance. For-profit companies have long used accounting software to track their financial transactions and monitor their bottom lines.

Nonprofit 81

Nonprofit Accounting Accounting Standards Budgeting 81

Future CFO

MARCH 5, 2025

When 2024 ended, its trends and themes for the Finance function certainly did not ceaseas digital transformation , ESG, and cyber security costs continue to dominate the stage for chief financial officers to watch.

Finance 91

Finance Problem Solving Technology Communication 91

E78 Partners

MARCH 21, 2025

Champion communications, culture and change management initiatives. Identifies risks, resolves challenges, and ensures accountability. Sales and Marketing: Aligns branding, customer communication, and positioning. Communication and Change Management Leaders Develop messaging strategies to ensure transparency.

Leadership 52

Leadership Communication Prioritization Compliance 52

PYMNTS

FEBRUARY 10, 2020

Revolut has announced a new Open Banking feature that will allow customers to access all their bank accounts on a single app. For example, the new feature will make it easier for customers to track spending across all their accounts, and allow them a way to budget if they choose. The service was approved by the U.K.’s

Banking 100

Banking Budgeting Accounting Securities 100

CFA Institute

JUNE 10, 2025

. | Franz Mohr serves as an economist at the Department for Innovation, Data Management and Financial Stability at the Austrian Financial Market Authority, where he specializes in monitoring systemic risks across derivatives, securities financing, and securitization markets. Jurgen Janssens is a director at asUgo.

Investments 78

Investments Education Leadership Healthcare 78

PYMNTS

JULY 24, 2020

and Canadian online grocery delivery service, blamed reused passwords for the recent account hacks that led to the theft of its customers’ personal data that landed on the dark web. Instacart advised customers to select unique, strong passwords for their accounts that they do not use on any other apps or websites as an extra precaution.

Accounting 75

Accounting Communication Numbers Securities 75

CFO Plans

MAY 2, 2024

When it comes to revolutionizing your financial management, finding the right accounting partner is a critical decision. This introspection will guide you towards the ideal accounting partner that aligns with your unique needs. Look for an accounting partner that values open communication, responsiveness, and proactive problem-solving.

Accounting 52

Accounting Problem Solving Communication Compliance 52

PYMNTS

DECEMBER 10, 2020

Increasingly, FinTechs and the businesses they serve are pulling double duty with solutions that tackle both accounts receivable and accounts payable friction for each end of the B2B transaction. Digitizing and modernizing B2B payments cannot be a one-sided effort. Wells Fargo, Bill.com Pull Double Duty With Partnership.

Accounts Payable 60

Accounts Payable Accounting B2B Invoicing 60

PYMNTS

JANUARY 8, 2021

billion during a financing round in September and has more than 13 million user accounts, said Bloomberg. 16, Massachusetts securities regulators filed a complaint against Robinhood alleging that the company aggressively marketed to inexperienced investors and failed to implement controls to protect them, violating state laws and regulations.

Compliance 145

Compliance Communication Retail Startups 145

CFO Talks

FEBRUARY 27, 2025

This means leading by example, ensuring policies reflect ethical principles, and holding everyone accountable to high moral standards. b) Accountability Good leaders take responsibility for their actions. For example, should a company prioritise employee job security or cost-cutting measures to increase profits?

Leadership 52

Leadership Profit and Loss Communication Accounting 52

Trade Credit & Liquidity Management

JUNE 10, 2025

The collectability of your accounts receivable (AR) portfolio also impacts your company’s operational and financial performance as well as borrowing capacity and costs. These accounts will provide the greatest sales growth and profit potential. This requires an efficient accounting or collection software platform.

Invoicing 52

Invoicing Sales Accounting Securities 52

Global Finance

DECEMBER 9, 2024

Fbio Eurico Correia is currently head of Investor Relations and Communications and Brand Management at BAI. In regard to country comparisons, South Africa is a huge financial market, accounting for US$400 billion. billion in own-account investments and a further $1.18 Fourth is Angola, with US$27 billion. billion, included $1.51

Marketing 98

Marketing Banking Finance Profit and Loss 98

CFO News Room

DECEMBER 7, 2022

But for many years, advisers looking for guidance from the Securities and Exchange Commission (SEC) regarding what kind of performance advertising was permissible had to rely on fairly general guidelines and SEC staff statements in the form of “no-action” letters. by changing the addressee’s name) are considered advertisements.

Advertising 130

Advertising Marketing Communication Compliance 130

CFO Talks

JANUARY 30, 2025

Roger highlighted that clarity in communication and tangible benefits for employees are critical in aligning the team with the companys vision. He recommended frequent communication to address concerns and align employees. He recommended frequent communication to address concerns and align employees.

Communication 52

Communication CFO Valuation Construction 52

CFO Talks

MARCH 6, 2025

A CIBA Business Accountant in Practice keeps up with all these changes and makes sure everything is done correctly and legally. A professional accountant can keep your records organised, so you always know where your money goes. Not all accountants are the same. Communication is key. And lets talk about the cost.

Numbers 52

Numbers Finance Accounting Invoicing 52

CFO Network

MARCH 18, 2024

Accounting is a pivotal area among the various outsourced functions. But before you jump on the bandwagon, let’s have a candid conversation: Does outsourced accounting work for small and medium-sized businesses (SMBs)? Accounting firms employ professionals proficient in various accounting and finance domains.

Accounting 52

Accounting Prioritization Communication Accounting Firms 52

PYMNTS

OCTOBER 1, 2020

SWIFT , a global provider of secure financial messaging, announced a new service Thursday (Oct. The platform pledges to improve communications between financial institutions, optimize speed and provide transparency and predictability from one account to another anywhere.

Banking 113

Banking Communication Securities Accounting 113

CFO Plans

AUGUST 9, 2024

In the rapidly evolving landscape of business accounting, staying ahead requires more than traditional bookkeeping. Cloud Accounting Services Transform Financial Practices The shift to digital has revolutionized accounting practices. Transform your financial practices with cloud accounting services.

Accounting 52

Accounting Tax Planning CFO Startups 52

CFO News Room

DECEMBER 16, 2022

Job security is always a concern when choosing a career, but some fields are more recession-proof than others. They may work in various industries, such as investment firms, accounting firms, banks, or the government. Chief compliance officers often have a degree in finance, law, accounting, or business administration.

Finance 130

Finance Budgeting Financial Analyst Compliance 130

CFO Simplified

DECEMBER 12, 2021

The terms “finance” and “accounting” are often used interchangeably. There are, however, very real differences between finance and accounting. While many business owners look for a CFO to bolster their existing accounting team, here at CFO Simplified, we consider that a CFO would be categorized squarely in the finance category.

Accounting 52

Accounting Finance Cash Flow Forecasting Quantitative Analysis 52

CFO Talks

FEBRUARY 11, 2025

At its heart, corporate governance is built on four key principles: accountability, transparency, fairness, and responsibility. Accountability: Leaders Must Answer for Their Decisions One of the most important aspects of good governance is accountability. Without accountability, businesses become reckless.

Profit and Loss 52

Profit and Loss Leadership Accounting Financial Reporting 52

PYMNTS

DECEMBER 18, 2020

The tool aims to offer a single hub for information in order to facilitate data-driven decisions and effective communication. Security is top of mind for the healthcare industry as the move to digital continues to accelerate during the pandemic. As best practices are hammered out, security standards remain fragmented.

Healthcare 115

Healthcare Communication Securities Accounting 115

CFO Share

APRIL 11, 2024

But many fear remote bookkeeping exposes them to security risks – hackers, fraudsters, and embezzlement – especially if the virtual bookkeeping solutions use employees in foreign countries. Bookkeeping security risks are always a valid concern, especially since internal staff perpetrate 57% of small business fraud.

Securities 52

Securities CFO Invoicing Education 52