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 2, 2020

Adhering to Payments Card Industry (PCI) Data Security Standards (DSS) is an unavoidable requirement for any and all eTailers that accept card payments, but a surprising number of firms are not up to speed on these standards. The need for digital security has never been more paramount than during the COVID-19 crisis.

Compliance 97

Compliance Auditing Securities Numbers 97

Bramasol

JANUARY 15, 2025

In this Insights news post we provide an updated look at the four key areas of AI, Cloud, Compliance and Sustainability. One of the key factors for success with agentic AI applications will be providing secure access to enterprise wide data sets for real-time analysis and decision making.

SAP 107

SAP Compliance Leverage B2C 107

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 Securities 130

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

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. By reducing manual data management and improving accuracy, advisors can dedicate more time to high-value, client-facing activities, enhancing both productivity and client service!

Leverage 83

Leverage Communication Auditing Compliance 83

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

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

OCTOBER 6, 2020

Keeping customers' digital payment data safe and secure is a critical part of doing business in the digital economy, and following Payment Card Industry (PCI) compliance guidelines is an effective way for firms to accomplish this. Getting Up to Speed on Compliance. Sharing the Compliance Burden.

Compliance 71

Compliance Auditing Securities Education 71

CFO Talks

NOVEMBER 29, 2024

This opportunity allowed me to audit clients like the South African Revenue Service and South African Tourism, as well as manage accounts for Mastercard South Africa. When you’re young, focus on deeply understanding the core accounting principles, financial reporting, and regulatory compliance.

CFO 95

CFO Auditing Leadership Finance 95

CFO Plans

APRIL 14, 2025

Consider conducting a thorough financial audit to pinpoint areas for improvement. Discover more CFO Tax Recovery Strategies to secure your financial future. Discover more CFO Tax Recovery Strategies to secure your financial future. Staying informed minimizes the risk of non-compliance and the costly penalties that accompany it.

Auditing 52

Auditing Compliance CFO Financial Reporting 52

CFO Talks

APRIL 16, 2025

So, what does good governance really mean, and how can you leverage it not just for compliance, but for control, credibility, and competitive edge? Beyond the Boardroom: What Governance Really Looks Like Good governance doesnt start and end with your annual board calendar or the independence of your audit committee. but Did it work?

Auditing 52

Auditing Compliance CFO Leadership 52

E78 Partners

APRIL 23, 2025

Data Governance : Establishing frameworks for data security, compliance, and lineage, vital for regulatory adherence and exit due diligence. Risk Mitigation : Strong governance aligns with regulatory demands, reducing compliance risks and building buyer confidence during exits.

Auditing 52

Auditing Compliance Healthcare Forecasting 52

PYMNTS

OCTOBER 26, 2016

While it’s not uncommon for these Internet of Things (IoT) devices to be accessed by attackers looking for a stealthy way in, it’s also not uncommon for merchants to overlook these as a point of security vulnerability. to provide additional layers of security. Going Beyond PCI.

Securities 81

Securities Auditing Compliance Retail 81

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

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 85

Securities SAP Compliance B2C 85

Nerd's Eye View

JULY 31, 2024

Even firms with robust compliance programs that do a good job following their required policies and procedures can struggle with examinations if they don't have the information that examiners will ask for readily available.

Auditing 98

Auditing Compliance Advertising Communication 98

PYMNTS

FEBRUARY 7, 2019

Tightening regulations have introduced loftier compliance burdens to global supply chains, made even more complex and challenging as companies do business with thousands of vendors across borders. The burden of regulatory compliance came to a head in the U.S. regulations, even if a vendor is not in the U.S.

Compliance 65

Compliance Retail Auditing Startups 65

PYMNTS

SEPTEMBER 20, 2016

In the latest installment of Flywire ’s podcast series on Global Citizens and the top characteristics of x-border payment processors , we take a look at the compliance, rules and regulation side of getting high-ticket international payments from Point A to Point B.

Compliance 71

Compliance Education Securities Auditing 71

PYMNTS

MAY 4, 2020

Despite an audit that raised questions about operations at Wirecard, a publicly traded financial services provider based in Munich, its CEO has ignored calls to resign. The survey by KPMG, a global auditing firm, criticized the company’s lack of transparency and cooperation. The company employs 5,300 workers.

Auditing 64

Auditing Compliance Economics Planning 64

The Charity CFO

APRIL 5, 2023

In order to confidently run your organization, it’s important to have a strong understanding of nonprofit compliance requirements. In addition to the many struggles of running a business, nonprofits have additional hurdles to overcome as it relates to their mission, employment strategy, accounting, and compliance.

Nonprofit 52

Nonprofit Compliance Auditing Accounting 52

Lime Light

MAY 5, 2022

TORONTO, ONTARIO, CANADA – Limelight Software, a leader in the Cloud FP&A space, is pleased to announce that it has recently completed the full SOC 2 (Service Organization Control) compliance audit administered by the Prescient Assurance organization.

Compliance 52

Compliance Auditing Securities Accounting 52

Collectiv

MAY 19, 2025

Inputs are written back to a central data layer (like Azure or Microsoft Fabric), keeping everything secure, governed, and up to date. IT Doesnt Trust Business Users Security and compliance concerns get in the way. Fix: Use Entraroles, row-level security, and audit trails to keep things safe and traceable.

Forecasting 52

Forecasting Planning Budgeting Auditing 52

Future CFO

SEPTEMBER 16, 2024

Global full-cycle verification provider Sumsub received full regulatory compliance approval for its non-doc identity verification solution following a regulatory-led audit conducted by FINTRAIL, a global-consultancy specialising in financial crime risk management and regulatory compliance.

Compliance 103

Compliance Risk Management Auditing Securities 103

https://trustedcfosolutions.com/feed/

FEBRUARY 9, 2023

Getting audited isn’t something businesses look forward to. Audits cost your business hundreds and thousands of dollars, taking up countless hours researching transactions and data logs, or painstakingly tracking down supporting documentation. Here’s how: Next-Level Efficiency: Streamlining the Audit Feel prepared for your next audit.

Auditing 57

Auditing CFO Compliance Accounting 57

The Charity CFO

MAY 6, 2022

You could even find yourself in worse shape than if you’d never secured the funding. The Uniform Grant Guidance (UCG) outlines these rules that recipients of federal grants must follow to maintain compliance; and penalties for non compliance can be severe. Do I need an audit to secure federal grant funds?

Nonprofit 111

Nonprofit Auditing Financial Systems CFO 111

CS Lucas

NOVEMBER 25, 2024

Compliance Made Easy: Audit trails and data controls are built in, ensuring accuracy and accountability without extra effort. Streamlined Payment Workflows: Automates validation and ensures global compliance standards are met, reducing risk while improving efficiency.

Treasury 52

Treasury Compliance Auditing Accounting 52

Future CFO

DECEMBER 8, 2024

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. Its a delicate balancing act to respond quickly to the demands of internal and external stakeholders without disregarding security concerns.

SAP 52

SAP Budgeting Compliance Auditing 52

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 52

Technology Leadership Auditing Prioritization 52

E78 Partners

MAY 14, 2025

Effective strategies such as comprehensive spend audits, vendor consolidation, and leveraging predictive analytics for vendor negotiations can achieve 20% or more cost reductions, directly enhancing capital efficiency. Improved supply chain visibility, cost efficiencies, and margin expansion are key outcomes.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Technology Valuation Prioritization 59

CFO Share

JULY 16, 2024

A controller primarily oversees accounting processes, ensuring accurate financial records and compliance with regulations. Purpose of the Role The controller ensures financial reporting compliance and accuracy while preventing and detecting fraud. A CFO is innovative, high-level, and less detail-oriented.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) CFO General Ledger Compliance 98

Future CFO

AUGUST 5, 2024

A new study from the Chinese University of Hong Kong (CUHK) Business School found that the smart contract audit market is thriving, with new technical audit firms leading this. The research provides valuable insights into the factors driving the growth of this market and the role of audits in mitigating risks for investors.

Auditing 52

Auditing Marketing Education Finance 52

Bramasol

MAY 16, 2025

Revenue Recognition Compliance: Navigating ASC 606 / IFRS 15 rules for multi-element arrangements and variable consideration. Cloud Infrastructure Management: Balancing performance, cost optimization, and security in multi-cloud or hybrid environments. Audit Readiness: Growing need for internal controls (e.g.,

SAP 85

SAP IFRS Compliance Auditing 85

PYMNTS

APRIL 13, 2017

But the company also knew that in order to provide the best security and best customer experience simultaneously, it would need to exceed the Payment Card Industry (PCI) Security Standards Council standards. With the primary goals of finding a solution with ease of integration, compliance tracking and quality monitoring control, WOW!

Compliance 40

Compliance Securities Auditing Technology 40

E78 Partners

DECEMBER 20, 2024

Adopt Reserved Instances and Savings Plans Commit to longer-term usage through reserved instances or savings plans to secure significant discounts, especially for predictable workloads. Perform Regular Audits: Schedule periodic evaluations of your cloud infrastructure to identify inefficiencies and opportunities for improvement.

Cost Management 52

Cost Management Budgeting Leverage Auditing 52

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

The Charity CFO

FEBRUARY 8, 2024

Does the idea of a financial audit on your nonprofit leave you feeling nervous? For many nonprofits, a full financial audit can help ensure the accuracy of their financial recordkeeping. Luckily, not all financial situations require an audit. In some cases, a state may have no requirement for an audit.

Auditing 52

Auditing Nonprofit Compliance CFO 52