CFO Strategic Partners

MARCH 22, 2025

These benefits segue into ROI-boosting outcomes like better accuracy, reduced operational costs, compliance peace of mind, and real-time insights that support better decision-making. 12 Steps to Ensure Your Company Is Audit Ready 12 Steps to Ensure Your Company Is Audit Ready Learn More Leadership 04.14.25

Technology

E78 Partners

MAY 14, 2025

According to EYs Private Equity Pulse: Key Takeaways from Q1 2025 , 87% of general partners are working with portfolio companies on supply chain impacts, and 75% are prioritizing liquidity and working capital, reflecting a broader trend of cost management that often encompasses IT spend.

Mergers and Acquisitions (M&A)

CFO Strategic Partners

APRIL 14, 2025

5 Reasons to Prioritize Financial Literacy Poor financial literacy negatively impacts overall business performance, financial decision-making, fundraising, M&A, and much more. 12 Steps to Ensure Your Company Is Audit Ready 12 Steps to Ensure Your Company Is Audit Ready Learn More Leadership 04.14.25

Mergers and Acquisitions (M&A)

E78 Partners

JUNE 16, 2025

Common reasons mergers and acquisitions fail include: Inadequate Integration Planning: Without a comprehensive roadmap that aligns with the deal thesis, organizations struggle to prioritize, sequence, and resource integration activities. Let’s say a mid-sized manufacturer acquires a bolt-on supplier to consolidate operations.

Mergers and Acquisitions (M&A)

The Charity CFO

OCTOBER 28, 2024

While in the nonprofit world, accounting is often the focus of this podcast and its importance around issues of compliance and legal issues – HR also brings its own set of regulations. As Tosha aptly put it, while many nonprofit leaders worry about accounting and compliance issues, HR risks can be equally, if not more, significant.

Nonprofit

CFO Plans

APRIL 14, 2025

Consider conducting a thorough financial audit to pinpoint areas for improvement. 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

CFO Strategic Partners

MAY 29, 2025

Actionable Strategies CFOs Should Prioritize 1) Build a Scenario-Based Planning Framework Volatility demands vision. CFOs who act now by embedding resilience, digitization, and data-driven planning into their operating models won’t just withstand tariff disruption. They’ll emerge more agile, more competitive, and better positioned to lead.

Financial Planning and Analysis (FP&A)

Embark With Us

MARCH 20, 2025

Steps for Standardization: Conduct an audit of existing financial reporting and ERP systems in both organizations. Regulatory Compliance : Uniform financial data helps maintain compliance with healthcare regulations. Leadership should set the tone at the top, emphasizing the importance of internal controls and compliance.

Healthcare

CFO Dive

JULY 22, 2025

While 49% of respondents said their organizations have established formal cybersecurity risk programs, only 30% reported that such programs are prioritized based on business objectives. Daily Dive M-F Tech Weekly Every Tuesday By signing up to receive our newsletter, you agree to our Terms of Use and Privacy Policy.

Finance

CFO Dive

JULY 16, 2025

Facing an increasingly competitive market, Renault will pursue a “strict commercial policy, prioritizing value creation over volume to protect its launches,” as well as moving forward with its cash reduction plan, the company said. You can unsubscribe at anytime. Renault plans to announce its H1 2025 results on July 31. TechTarget, Inc.s

CFO

Bramasol

JULY 1, 2025

Overall, the automotive industry's adoption of subscription-based features reflects a strategic shift towards service-oriented models that prioritize flexibility, sustainability, and continuous innovation in meeting customer demands.

SAP

CFO Strategic Partners

APRIL 14, 2025

Prioritize Recognition and Appreciation – Acknowledge the contributions of team members in tangible ways to help them develop a sense of worth in the organization. 12 Steps to Ensure Your Company Is Audit Ready 12 Steps to Ensure Your Company Is Audit Ready Learn More Leadership 04.14.25 Latest insights Leadership 05.29.25

Leadership

CFO Dive

JULY 8, 2025

Published July 8, 2025 Matt Ashare Senior Reporter post share post print email license courtneyk via Getty Images First published on Dive Brief: Enterprises saw SaaS vendor audit costs climb as visibility across increasingly complex tech stacks declined over the last year, according to Flexera. You fix one thing and then a new thing pops up.”

Auditing

E78 Partners

NOVEMBER 12, 2024

Preparing for a financial audit can be a daunting task, especially for private equity-backed firms where accuracy and efficiency are paramount. This article provides a deeper look at the steps CFOs can take to create a seamless, streamlined audit experience.

Auditing

E78 Partners

NOVEMBER 12, 2024

Preparing for a financial audit can be a daunting task, especially for private equity-backed firms where accuracy and efficiency are paramount. This article provides a deeper look at the steps CFOs can take to create a seamless, streamlined audit experience.

Auditing

E78 Partners

SEPTEMBER 27, 2024

Our recent achievement of SOC 2 compliance underscores our commitment to providing clients with the highest level of data security and privacy. This is why SOC 2 compliance is critical. Key Lessons from a SOC 2 Compliance Journey The path to SOC 2 compliance is both challenging and rewarding.

Compliance

CFO Share

JUNE 27, 2024

How a CFO Ensures Compliance in Financial Reporting Reliable financial statements are crucial for business management, but ensuring compliance may feel like a luxury in the resource-constrained world of small business. How can a small business ensure compliance in reporting without overspending on accounting staff and audits?

Financial Reporting

Bramasol

OCTOBER 2, 2024

Prioritizing education and skills development is necessary to remain resilient in a rapidly changing world and help bridge the digital divide in under-resourced communities. These include carbon taxes and ETF trading schemes, emphasizing the urgency to meet data and compliance standards.

SAP

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

E78 Partners

SEPTEMBER 27, 2024

Our recent achievement of SOC 2 compliance underscores our commitment to providing clients with the highest level of data security and privacy. This is why SOC 2 compliance is critical. Key Lessons from a SOC 2 Compliance Journey The path to SOC 2 compliance is both challenging and rewarding.

Compliance

PYMNTS

OCTOBER 25, 2019

Treasury Inspector General for Tax Administration is calling into question the Internal Revenue Service’s corporate auditing performance. But according to the report, the IRS rarely uses this new method and is not examining past audits in order to more efficiently prioritize which cases to more closely examine, Bloomberg said.

Auditing

CFO Thought Leader

OCTOBER 15, 2024

She had excelled quickly, so much so that she was assigned to a leadership role in a major audit project just 2 years into her career. Prioritizing family, she made the unexpected decision to leave the city and relocate to the countryside, where her son could be raised near his grandparents. Read More But life had other plans.

Leadership

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

Future CFO

MAY 31, 2023

These allow us to be able to provide the types of financial reporting services ranging from general ledger, accounting, reporting, audit and compliances. Of the many technologies being introduced – AI, data analytics, automation, etc – which do you see are the ones finance will prioritize in the short-term, mid-term and long-term?

Finance

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.

IFRS

CFO Share

JUNE 6, 2024

A CFO can develop contingency plans, conduct regular audits, and ensure robust internal controls to mitigate these risk. Some operational risks include: Supply chain risk Compliance risk Fraud risk Inventory risk Market Risks Fluctuations in market conditions, such as interest rates and FX rates, can affect revenues and profitability.

Risk Management

PYMNTS

SEPTEMBER 22, 2016

Part of the problem, says Pegasystems Senior Director of Risk, Compliance and Onboarding for Financial Services Reetu Khosla, is that KYC and other regulations change so frequently and are so numerous that it’s a major undertaking to remain compliant. On Tuesday (Sept. ” Speed and regulation rarely go hand-in-hand.

Banking

E78 Partners

JUNE 4, 2025

The signal is clear: firms that prioritize and operationalize their technology strategy arent just improving performancetheyre reshaping portfolio outcomes. Risk Mitigation: Robust tracking protects against audit penalties, security lapses, and regulatory noncompliance. Uncover red flags early (e.g., We speak fluent private equity.

Technology

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

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. AI offers capabilities to assess credit, market, and operational risks.

Leverage

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. 1] Robert Half and Protiviti are members of the Microsoft AI Cloud Partner Program.

Financial Planning and Analysis (FP&A)

CFO News

MAY 29, 2024

The RBI has ramped up supervision to curb systemic risks and ensure compliance. Swaminathan urged ARC boards to prioritize assurance functions like risk management and internal audit to identify and mitigate risks effectively. RBI Deputy Governor Swaminathan J.

Prioritization

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

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

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

Spreadym

JULY 6, 2023

It includes analyzing the likelihood and impact of various risks and prioritizing them based on their severity. By assessing the potential consequences of disruptions to these key elements, organizations can prioritize their recovery efforts and allocate resources accordingly.

Planning

PYMNTS

AUGUST 14, 2018

No, not just in homeownership, but in business, too – and especially when it comes to upstart FinTech firms grappling with an ever-onerous compliance landscape. In the world of transaction monitoring for compliance, the spreadsheet becomes the all in all: a ledger, analytics, tracking, case management and auditing tool.

Compliance