CFO Talks

MARCH 28, 2025

Case in Point: A mid-sized logistics firm in Morocco used the BIPP to benchmark its financial resilience and non-financial reporting practices. ESG as Strategy, Not Obligation One of the biggest challenges, Meriam notes, is reframing sustainability not as a compliance burden, but as a strategic advantage.

Benchmarking 52

Benchmarking Leadership CFO Finance 52

Nerd's Eye View

MAY 2, 2025

a ski chalet), assessing whether it will lead to greater overall wellbeing, or, alternatively, more stress, is more challenging Enjoy the 'light' reading!

Benchmarking 73

Benchmarking Treasury Compliance Communication 73

CFO Talks

MARCH 5, 2025

Knowing the specific rules for your industry helps you prepare in advance and avoid compliance issues. Keep track of reporting deadlines Use a compliance calendar so you never miss a submission. Risk and compliance teams monitor any changes in regulations and identify potential risks.

IFRS 52

IFRS Auditing Compliance Financial Data 52

CFO News

JUNE 20, 2025

The report highlighted that the benchmark Nifty Index is now trading at 22.2 The report pointed out that the recent market rally has pushed valuations to high levels, raising questions about sustainability and risks going forward. times its 12-month forward earnings after rising 14.1 per cent from its recent low on April 7.

Valuation 40

Valuation Marketing CFO Benchmarking 40

CFO Strategic Partners

MARCH 28, 2025

These services include general and operational accounting, financial planning and audit, governance, risk and compliance, transactional transformation, IT and business intelligence solutions, and outsourced accounting and interim management solutions. Susan Crisci has more than 25 years of experience in finance and operations.

Auditing 52

Auditing Leadership CFO Compliance 52

Nerd's Eye View

MARCH 24, 2025

Second, measurable progress: the plan needs objective standards and measurable benchmarks so that everyone can track development and stay accountable. First, clarity: both the advisor and manager should be able to clearly define the core financial planning skills that a new hire is expected to develop in their first year.

Planning 52

Planning Communication Benchmarking Construction 52

E78 Partners

JUNE 12, 2025

They streamline functions like accounts payable and inventory tracking while maintaining control and compliance. Retention and Workforce Optimization: Sponsors map critical roles, benchmark compensation, and structure incentives to retain top talent. These changes increase efficiency without reducing quality.

Prioritization 52

Prioritization Accounts Payable Leadership Budgeting 52

CFO Strategic Partners

APRIL 14, 2025

EBITDA measures operational earnings (not capital investments), and it is often a better profitability benchmark than net income. Earn Spend Save Invest Borrow Earn – Keep your finger on the pulse of overall business performance by monitoring your earnings before interest, taxes, depreciation, and amortization (EBITDA).

Mergers and Acquisitions (M&A) 40

Mergers and Acquisitions (M&A) Leadership Auditing Valuation 40

E78 Partners

APRIL 16, 2025

Every contract, invoice, and service is verified for accuracy, compliance, and relevance. Optimization & Cost Rationalization Using market benchmarks and internal performance data, we identify inefficiencies and negotiate improved vendor terms. This step alone often uncovers material errors and unutilized assets.

Technology 52

Technology Auditing Invoicing Benchmarking 52

CFO Dive

JUNE 16, 2025

As the economy cools, the Fed will probably trim the benchmark interest rate by 0.5 ET Unlocking Business Value Through CBAM Compliance Presented by studioID and SAP 26 JUN Webinar | 2 p.m. 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.

CFO 116

CFO Compliance SAP Treasury 116

CFO News

JUNE 9, 2025

As of last week, the bank started discussing a floating-rate term loan B at 97 cents on the dollar with a variable interest rate of 700 basis points (bps) over the SOFR benchmark rate, one person familiar with the matter said. president plays out in public, sources familiar with the matter told Reuters.

Marketing 40

Marketing CFO Benchmarking Restructuring 40

CFO Strategic Partners

MAY 29, 2025

Take Action: Reassess transfer pricing agreements for efficiency Monitor global trade regulations weekly Partner with legal and tax teams to ensure compliance and adaptability 5) Invest in Digital Agility In periods of disruption, speed is a strategic asset.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leadership Prioritization Auditing 52

Embark With Us

MARCH 26, 2025

In this blog, we’ll discuss the key aspects of the proposals and potential implications it could have on companies currently focusing on their compliance with these regulations. This extension also allows companies to observe benchmarks and best practices from early reporters, leading to improved reporting quality and regulatory readiness.

Compliance 52

Compliance Benchmarking Prioritization Numbers 52

Generation CFO

DECEMBER 20, 2021

All of this, of course, supports the planning process and benchmarking between organisations. Benchmarking is a big subject that is becoming a real focal point for organisations as they try to attract and retain talent. . HR analytics is now a hot topic, with KPIs and metrics going far beyond purely numerical data.

Planning 131

Planning Benchmarking Budgeting Concentration 131

Strategic Treasurer

MAY 12, 2022

Survey Shows Non-Bank Financial Institutions Prioritizing Security, Compliance, Efficiency. Among the top findings were the following points: Security & Fraud Prevention, Compliance, and Efficiency. Benchmarking: Personal Best. This survey is designed as a benchmarking guide for corporate treasury.

Prioritization 52

Prioritization Compliance Securities Banking 52

PYMNTS

SEPTEMBER 25, 2019

The current regulatory climate remains in its relative infancy for this industry, so marketplace lenders are not only tasked with maintaining compliance but diligently tracking the regulatory landscape to forecast new and changing rules. Supporting the aggregation and transmission of data for regulatory compliance is one part of this process.

Compliance 47

Compliance Benchmarking Risk Management Finance 47

PYMNTS

NOVEMBER 11, 2020

The launch comes after a successful pilot program, Visa noted, with the focus of the chosen FinTechs ranging from small business credit risk and buy now, pay later to merchant search and transaction compliance. This means that financial institutions and businesses of all sizes are looking for ways to rapidly develop their offerings.”.

Credit Risk 110

Credit Risk Benchmarking Compliance Budgeting 110

PYMNTS

SEPTEMBER 17, 2018

Technology adoption is at an all-time high for this industry, according to Teletrac Navman’s recent Telematics Benchmark Report: U.S. According to Sid Nair, senior director of transport and compliance at Teletrac Navman, fleet managers appear to be adopting technologies like ELDs merely to maintain compliance.

Compliance 55

Compliance Benchmarking Technology Transportation 55

CFO News Room

FEBRUARY 5, 2022

Resilience, inclusive growth, and technology-enabled development – the Budget 2022 by finance minister Nirmala Sitharaman aims to create an enabling framework to achieve these three benchmarks. While the Budget delivers on many fronts, achieving this completely would require a concentrated effort spanning multiple years and further reforms.

Budgeting 130

Budgeting Manufacturing Economics Concentration 130

PYMNTS

OCTOBER 11, 2018

“That’s why this collaboration is focused on evolving our network and setting new industry benchmarks on predictability and transparency for our clients and their customers.”.

Benchmarking 75

Benchmarking Compliance Banking Marketing 75

PYMNTS

OCTOBER 14, 2020

In addition, Voyager points out that it is licensed by FinCEN and FINTRAC and can also provide treasury desk clients with the tax and compliance reporting they need. Specifically, he said the platform is fully compliant with regulators and up to date with anti-money laundering (AML) and know your customer (KYC) practices.

Treasury 129

Treasury Currencies Cash Management Benchmarking 129

Nerd's Eye View

JULY 26, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that Charles Schwab's latest RIA benchmarking study shows that firms saw significant AUM growth in 2023, thanks in part to strong equity market performance, but also thanks to organic growth initiatives that brought in additional (..)

Benchmarking 98

Benchmarking Communication Advertising Compliance 98

Future CFO

MARCH 1, 2023

It is often in place with primary objectives to improve operational efficiency, optimise financial processes, enhance reporting and analysis, strengthen risk management and compliance, and elevate the employee experience. This will help ensure that the metrics can be tracked over time and progress can be measured accurately.

Finance 91

Finance Benchmarking Compliance SAP 91

Barry Ritholtz

AUGUST 26, 2022

What he saw stunned him: The previous broker outsourced much of his asset management to third-party managers; Digging into the specifics he was gobsmacked by the details: Sub-$1m accounts charged 1.25% for a high turnover, actively managed SMA which lagged its benchmark by a few 100 basis points.

Concentration 141

Concentration Benchmarking Investments Accounting 141

CFO News Room

JANUARY 17, 2023

Even within an organization, every operation—risk and compliance, procurement and supply chain, production and operations, marketing and sales—has its own goals to meet. There’s no one-size-fits-all approach to sustainable transformation. A retailer and a cement company don’t have the same needs or strategies.

Benchmarking 130

Benchmarking Planning Compliance Sales 130

PYMNTS

NOVEMBER 2, 2018

ADP is also introducing enhanced Compensation Benchmarking, a solution offered by ADP DataCloud that links accountants to data they can sort and analyze by industry, employee, location, job type, company revenue, pay type and more.

General Ledger 62

General Ledger Accounts Payable Benchmarking Accounting 62

Future CFO

FEBRUARY 27, 2024

Key stakeholders from an ESG perspective would be the chief financial officer and the chief compliance officer,” she adds. Choosing the appropriate benchmarks to assess progress and gauge relative impact becomes a complex navigation exercise. It is the tool referenced by regulators and investors alike.

Leadership 98

Leadership Compliance Financial Reporting Economics 98

PYMNTS

NOVEMBER 3, 2020

Bloomberg customers will now be able to use the news site's terminal to look at Credit Benchmark 's credit risk data, which comes from risk views of the world's largest financial institutions, according to a press release. Plus, Everlink strikes a partnership for real-time B2B payments. Bloomberg To Incorporate Credit Risk Data.

Credit Risk 88

Credit Risk B2B Accounts Payable B2C 88

VCFO

JANUARY 20, 2023

However, there are several universal aims of compensation strategies, including attracting and retaining the talent needed to run the business, ensuring equity and fairness to all employees, and supporting organizational culture and compliance. Data from these sources is far more reliable than data that is self-reported.

Benchmarking 74

Benchmarking Education Leadership Compliance 74

E78 Partners

APRIL 26, 2024

TEM benchmarking involves comparing an organization’s technology expenses, processes, and performance against industry standards or similar companies to identify areas for improvement and optimization. Our Strategic Procurement services include carrier service benchmarking and sourcing are at no cost to our clients.

Technology 64

Technology Benchmarking Auditing Invoicing 64

Fpanda Club

FEBRUARY 5, 2024

Monthly closing, reporting, compliance and support in audit are among the most frequent responsibilities mentioned in the descriptions. Vena Industry Benchmark Report 2022. Interested by that phenomenon, I made a quick research on the job posts of finance business parners’ positions. Time is probably not the initial problem here.

Finance 130

Finance Analyzing Data Communication Benchmarking 130

CFO News Room

DECEMBER 7, 2022

Chris Stanley is the Founding Principal of Beach Street Legal LLC, a law practice and compliance consultancy whose sole purpose is to help entrepreneurial investment advisers and financial planners succeed. Author: Chris Stanley. Guest Contributor. The Clover no-action letter is one such no-action included in the list. It was a good run.

Advertising 130

Advertising Marketing Communication Compliance 130

Future CFO

OCTOBER 18, 2023

They are tasked with ensuring financial stability and compliance, but their ability to succeed in that respect depends largely on collaboration with CTOs, CIOs and other tech leaders. Finance leaders are now starting to delve deeper and ask bigger questions to tech professionals amid the rapidly changing world we have today.

Investments 64

Investments Benchmarking Economics Compliance 64

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) 115

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

CFO Talks

OCTOBER 3, 2024

Use Analytical Reviews : Perform analytical reviews comparing financial ratios over time, and against industry benchmarks, to identify any unusual trends that could signal fraud. Corruption Corruption involves unethical practices such as bribery, kickbacks, or conflicts of interest, where employees misuse their position for personal gain.

Invoicing 98

Invoicing Auditing Benchmarking Reconciliations 98

PYMNTS

DECEMBER 26, 2018

In fact, since GDPR came into play, regulators have used a “public interest” exemption to exchange information for certain cases such as insider trading or manipulating market benchmarks. That lack of full compliance could lead to penalties that include 4 percent of a fined firm’s annual top line. “It The time is now.”.

Benchmarking 53

Benchmarking Compliance Securities Finance 53