Nerd's Eye View

APRIL 26, 2023

One of the most intimidating aspects of launching a solo advisory firm is the question of how to manage compliance. Creating a compliance calendar for a solo RIA can help to systematize and manage compliance tasks, requirements and deadlines.

Compliance 98

Compliance Advertising Invoicing Communication 98

CFO News Room

NOVEMBER 2, 2022

In the United States, Registered Investment Advisers (RIAs) are required to register in one of 2 ways: with the Federal government (namely the SEC) or with one (or more) state securities regulatory agencies. Compliance policies and procedures manual. Author: Chris Stanley. Guest Contributor. The Brochure Supplement – Form ADV Part 2B.

Compliance 130

Compliance GAAP Investments Advertising 130

Nerd's Eye View

APRIL 26, 2023

One of the most intimidating aspects of launching a solo advisory firm is the question of how to manage compliance. accounting reports, client contract templates, and a surety bond) and filing an annual renewal fee near the end of the year.

Compliance 98

Compliance Advertising Invoicing Communication 98

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. How to Handle It: Immediately report the matter to the compliance or legal team.

Leadership 98

Leadership Auditing Profit and Loss Compliance 98

Strategic Treasurer

JANUARY 31, 2022

Insured Deposit Accounts: Interest Rate Changes and Security. On this episode of the podcast, Host Craig Jeffery continues a conversation with Bruce Bent II, CEO and President of Landing Rock Cash Management, on insured deposit accounts with a focus on interest rate changes and security. Primer: Insured Deposit Accounts.

Cash Management 84

Cash Management Accounting Securities Treasury 84

CFO Thought Leader

OCTOBER 28, 2024

.” Through these efforts, Eckstein began to repair the business unit’s trajectory, validating that accountability and decisive action are essential to strategic leadership. “To become a CFO, focus on building a strong foundation in finance, accounting, and strategic management.

Leadership 64

Leadership CFO Finance Compliance 64

Future CFO

SEPTEMBER 16, 2022

The act aims to create greater transparency and accountability whilst handling personal data, bringing changes to the privacy landscape for businesses. She believed that in comparison to the pre-pandemic landscape, the amplified reliance on these principles will likely pave the way for security advancements that ultimately improve privacy.

Compliance 98

Compliance CFO Securities Leadership 98

PYMNTS

OCTOBER 9, 2020

Venture capital funding landed at supplier payment and compliance automation firms this week, among other B2B innovators that raised money. The valuation puts the accounts payable (AP) and mass payments company well into “unicorn” territory, meaning it is valued at over $1 billion. “We PYMNTS rounds up the latest funding rounds below.

Compliance 107

Compliance Auditing Accounts Payable Valuation 107

Bramasol

MAY 13, 2024

Discover how SAP solutions lay a solid foundation for audits and next level PCAOB or AICPA compliance reviews. Overview of the PCAOB and AICPA The Public Company Accounting Oversight Board (PCAOB) is a regulatory body established by the Sarbanes-Oxley Act of 2002 in response to corporate accounting scandals like Enron and WorldCom.

Auditing 95

Auditing Compliance SAP Accounting Standards 95

E78 Partners

SEPTEMBER 27, 2024

Data privacy and security are at the forefront of concerns for most organizations. Information security can be especially complex to implement and monitor across portfolio companies and sponsors. This is why SOC 2 compliance is critical. At E78, we understand the gravity of this responsibility.

Compliance 59

Compliance Securities Leadership Prioritization 59

https://trustedcfosolutions.com/feed/

JUNE 14, 2022

Cloud-based Accounting Solutions deliver the deepest and broadest accounting capabilities across the board, from payroll and HR to inventory tracking, tax filings, and currency conversions across multiple industries, designed to scale your organization and accelerate your business success. Enhanced Security. Fast Consolidations.

Accounting 98

Accounting Compliance Currencies Securities 98

Bramasol

JANUARY 3, 2025

We have highlighted top webinars across critical topics such as Subscription Economy, S/4HANA Cloud, Digital Solutions Economy, Quote to Cash, Order to Cash, Revenue Accounting, Leasing, and more. 3) SAP Universal RevRec with SAP Development and Bramasol The latest innovation in revenue accounting is here Universal Revenue Recognition.

SAP 95

SAP Compliance Budgeting Accounting 95

Global Finance

JUNE 11, 2025

Innovations include Open Banking Marketplace and SC PrismFX, an ESG-linked cash account for corporate clients that ties fees and interest rates to ESG performance. Nubank deepened a push into travel this year as well with a platform that lets users book flights and hotels via crossborder accounts.

Compliance 52

Compliance Foreign Exchange SAP Banking 52

Strategic Treasurer

JUNE 5, 2025

With fine-tuned leading practices for bank relationship management, bank account architecture, forecasting, compliance, managing unknown risks, and more, this guide offers tried and true approaches that will help you and your organization thrive. How can an optimized BAM framework strengthen liquidity and enhance security?

Treasury 59

Treasury Banking Compliance Forecasting 59

Global Finance

JUNE 9, 2025

Innovations In Finance Globally From Latin America Best-in-Class Payroll Onboarding Process| BANAMEX To eliminate manual tasks, data errors, and cumbersome processes, Banamex introduced Remote Account Opening Payroll, which connects employees with their employers through a fully digital self-service onboarding process.

Compliance 59

Compliance Banking Economics Leverage 59

E78 Partners

SEPTEMBER 27, 2024

Data privacy and security are at the forefront of concerns for most organizations. Information security can be especially complex to implement and monitor across portfolio companies and sponsors. This is why SOC 2 compliance is critical. At E78, we understand the gravity of this responsibility.

Compliance 52

Compliance Securities Leadership Prioritization 52

PYMNTS

SEPTEMBER 24, 2020

Reducing fees for remittances might push price points low enough that more consumers could resume sending money home, though, and some researchers believe that money transfer service providers could make such price adjustments if they are able to reduce their own expenses through more robust and cost-effective regulatory compliance measures. .

Compliance 89

Compliance Banking Securities Economics 89

Global Finance

JUNE 9, 2025

Additionally, the bank’s X-Border API enables other banks to automatically send payment instructions to Societe Generale in 40 different currencies from a single account, benefiting from a guaranteed rate for 20 minutes after obtaining the quotation. This leads to improved project outcomes and enhanced compliance with regulatory requirements.

Forecasting 59

Forecasting Cash Management Compliance Currencies 59

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

Bramasol

MARCH 24, 2022

This important issue was previously explored last year in Are You Ready for "Carbon Accounting" Compliance? A subsequent blog post specifically addressed How Can Carbon Accounting Impact the Value of M&A Deals? Securities and Exchange Commission (SEC) has been actively involved in the ISSB technical readiness working group."

Accounting 87

Accounting SAP Analyzing Data IFRS 87

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. As with Scenario One, unified and consistent data will be key.

SAP 93

SAP Financial Planning and Analysis (FP&A) Compliance Reconciliations 93

CFO Plans

MAY 30, 2024

Yet, many businesses struggle with the complexities of accounting, often leading to costly mistakes and missed opportunities. Discover how outsourcing accounting services can improve your financial health , enabling businesses to focus on growth while ensuring their financial health is in expert hands.

Compliance 52

Compliance Accounting CFO Manufacturing 52

Strategic Treasurer

MAY 26, 2025

With fine-tuned leading practices for bank relationship management, bank account architecture, forecasting, compliance, managing unknown risks, and more, this guide offers tried and true approaches that will help you and your organization thrive. How can an optimized BAM framework strengthen liquidity and enhance security?

Treasury 52

Treasury Forecasting Compliance Accounting 52

PYMNTS

NOVEMBER 10, 2020

Atlanta payments encryption firm Bluefin is partnering with New York mobile payments processor PAAY to advance eCommerce security. Founded in 2007 by Miles and John Perry, who serves as chief executive officer, Bluefin specializes in encryption and tokenization payment and data security. . Each $1 of fraud costs retailers $3.13. .

eCommerce 93

eCommerce Securities Compliance Technology 93

CFO Talks

NOVEMBER 29, 2024

Accountability is another key component. The AFE lays out clear lines of responsibility, documenting who approved what and ensuring departments are held accountable for financial decisions. Simultaneously, I renegotiated interest rates with Standard Chartered Bank, securing a 50% reduction in interest costs, saving us $1.5

Finance 98

Finance Profit and Loss CFO Leadership 98

Bramasol

APRIL 29, 2025

This software would be updated regularly with new features, AI-driven insights, and security patches. Accounting standards such as ASC 606 and IFRS 15 provide guidance, but medical device companies must navigate specific nuances for different models. monthly, quarterly, annually).

SAP 81

SAP Leverage IFRS Healthcare 81

PYMNTS

DECEMBER 10, 2020

Bitcoin is one of the most famous names in the cryptocurrency space, accounting for $6 billion in daily transactions among 153 million registered user addresses. Enforcing AML/KYC Compliance At Cryptocurrency Exchanges. Cryptocurrency is one of the fastest-moving industries in the digital world, with a market that was valued at $1.03

Compliance 88

Compliance Treasury Currencies Leverage 88

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

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

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’s your go-to strategy for staying productive during long workdays?

CFO 95

CFO Auditing Leadership Finance 95

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 81

Nonprofit Budgeting Prioritization CFO 81

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 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

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. Banks now take into account reputational risks from privacy laws and rules, especially after the Panama Papers [scandal]. In 2022, tourism provided 1.8 Rowe Price.

Banking 52

Banking Compliance Treasury Finance 52

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

CFO Plans

JANUARY 20, 2025

A practical step is to establish a tax compliance checklist. Utilize accounting software or consider hiring a professional to streamline your financial management. Discover how CFO Plans can help simplify categorizing expenses, generating reports, and ensuring compliance with tax regulations.

Tax Planning 52

Tax Planning Compliance CFO Planning 52

CFO News Room

FEBRUARY 1, 2023

However, that rule was drafted in an era where most paid referral relationships were between individuals, such as a financial advisor who paid a third-party accountant to refer clients their way. These requirements include ensuring that promoters are eligible to receive compensation for testimonials or endorsements (i.e.,

Marketing 130

Marketing Advertising Compliance Investments 130