PYMNTS

JANUARY 29, 2019

Much of that spend (nearly one-third, by Gartner accounts), will go toward investment in consulting and implementation services as companies seek guidance for changing cybersecurity regulations like GDPR in Europe. Less than half of IT professionals in the U.S.

Investments 59

Investments Compliance Education Benchmarking 59

Future CFO

NOVEMBER 5, 2023

Initial public offerings or IPOs are among the significant milestones for a company as it transition to one open to public investment from being a privately held entity, and the chief financial officer play an important role for the journey's success. Through this benchmarking process, gaps and opportunities for improvement become apparent.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) CFO Benchmarking Risk Management 52

The Charity CFO

MARCH 22, 2024

Compliance and privacy concerns: As more states introduce legislation regarding digital privacy , nonprofits must be able to keep up with regulatory compliance and keep data safe. Investing in Data Technology Data technology, such as data management software, makes implementing and benefiting from a data strategy easier than ever.

Nonprofit 52

Nonprofit Leadership Benchmarking Leverage 52

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. First Rule of Running Other Peoples’ Money?

Concentration 141

Concentration Benchmarking Investments Accounting 141

Future CFO

MAY 1, 2024

As they assist in compliance audits and the monitoring of internal controls to ensure that everyone within the company does their job correctly, they are also expected to thrive and flourish amid the challenges along the way for the benefit of the organisation. “A

Leadership 98

Leadership IFRS Finance Communication 98

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

OCTOBER 14, 2020

This is the beginning of the adoption phase,” Ehrlich said, “as regulation legitimizes crypto assets, and yields remain ahead of traditional investment products.”. 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.

Treasury 129

Treasury Currencies Cash Management Benchmarking 129

CFO Talks

MARCH 20, 2024

Steward (Guardian): Safeguarding Assets and Compliance This role is vital for maintaining trust with stakeholders and ensuring the financial health of the organization. This involves managing risks, ensuring compliance with financial reporting requirements, and mitigating operational and fraud risks.

CFO 52

CFO Compliance Performance Measuring Education 52

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. That includes investing in people and business processes that can help your AI initiative be successful.

Financial Planning and Analysis (FP&A) 115

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

Nerd's Eye View

FEBRUARY 14, 2023

What's unique about Jim, though, is how he has built an RIA platform approaching $25B in AUM in just 5 years, and the way he’s managed everything from hiring and staffing to raising outside investor capital in order to make the investments necessary to achieve scale as a middle and back-office support platform for independent advisors.

Benchmarking 52

Benchmarking Compliance Practice Management Leverage 52

Future CFO

JUNE 12, 2023

CFOs play a pivotal role in risk management by evaluating and quantifying cyber risk in financial terms, thus justifying the need for investments in cybersecurity. Collaboration with CISOs is crucial to comprehend the financial implications of security risk and determine necessary technology investments.

Risk Management 52

Risk Management CFO Benchmarking Securities 52

Future CFO

MAY 2, 2023

Mike Polaha: Finance transformation aims to revolutionise corporate finance strategy and processes with three main objectives in mind - driving operational efficiency, ensuring functional effectiveness and improving employee experience - all while progressing to improve the function’s overall compliance footprint.

Finance 52

Finance Benchmarking Leadership Communication 52

Spreadym

AUGUST 17, 2023

Here are some key parameters that you might consider incorporating into a CFO dashboard: Revenue Metrics : Total Revenue Revenue by Product/Service Revenue by Region/Market Revenue Growth Rate Customer Acquisition Cost (CAC) Customer Lifetime Value (CLV) Expense Metrics : Total Expenses Operating Expenses Breakdown (e.g.,

Financial Reporting 52

Financial Reporting CFO Cash Flow Forecasting Budgeting 52

PYMNTS

JUNE 10, 2020

Goldman would have to segregate Marcus from the rest of the company, creating a new legal entity to house the unit’s retail deposits and separate them from other Goldman operations, like investment banking. What’s next as Goldman continues to broaden its base and to move beyond its roots as an investment firm? percent or so.

Accounting 52

Accounting Benchmarking Compliance Banking 52

Collectiv

JUNE 13, 2023

Financial management statements and reports provide the necessary information for stakeholders to monitor compliance. Nonprofits need fiscal procedures to ensure these internal controls are followed. Whereas asking stakeholders to plow through a stack of spreadsheets isn’t the best way to get the point across.

Nonprofit 52

Nonprofit Leverage Budgeting Analyzing Data 52

PYMNTS

AUGUST 21, 2019

The collaboration will deliver cost savings while automating inefficient tasks, facilitating risk reduction and improving compliance. Corporates have invested heavily in improving the way they receive payments from customers; however, we haven’t seen the same advancements in how payments are made to suppliers. “By

Benchmarking 48

Benchmarking Reconciliations Budgeting Compliance 48

Spreadym

JUNE 27, 2023

By providing financial insights and analysis, they assist in evaluating investment opportunities, assessing the financial impact of strategic initiatives, and developing long-term financial plans. Strategic Planning Support: Financial Planning and Analysis plays a crucial role in supporting strategic decision-making processes.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Financial Analysis Budgeting 52

PYMNTS

MAY 16, 2018

May marks the debut of new compliance efforts – key among them, of course, GDPR (which covers Europe but touches these shores), and as of last week, new customer due diligence mandates. . To that end, risk solutions firm Kroll partnered with Ethisphere to offer up the Anti-Bribery & Corruption Benchmarking Report of 2018.

Invoicing 40

Invoicing Compliance Benchmarking Auditing 40

PYMNTS

JANUARY 16, 2017

13) by Chief Regulatory Officer Sylvie Matherat and Chief Operating Officer Kim Hammonds, the Wall Street bank said the move is designed to improve the compliance practices at the company. According to a Bloomberg report, which cited a staff memo issued Friday (Jan. WhatsApp, Google Talk and iMessage are also part of the ban.

Banking 40

Banking Benchmarking Compliance Communication 40

PYMNTS

MAY 19, 2017

On top of the risks of invoice and payment fraud when dealing with unfamiliar organizations, businesses risk compliance with local regulations when dealing with new partners internationally. In a nutshell, this enables users with end-to-end capabilities for realizing savings, increasing contract compliance and reducing sourcing leakages.

Benchmarking 40

Benchmarking Compliance Invoicing Leverage 40

Future CFO

DECEMBER 26, 2019

Small businesses now have so much choice when it comes to selecting an accounting practice, that ordinary services like compliance, tax preparation and basic bookkeeping have become commoditised. Meanwhile, accountants in Hong Kong are transitioning beyond compliance services at a much faster rate than their Singapore counterparts.

CFO 40

CFO Compliance Cash Flow Forecasting Benchmarking 40

PYMNTS

JUNE 6, 2016

A little over two months ago, the FTC issued orders to nine card firms to provide information on how exactly retailers’ compliance with PCI standards is measured in regards to PIC Data Security Standards. The NRF further notes that the government ought to find a new method by which to benchmark data security.

Benchmarking 40

Benchmarking Construction Auditing Securities 40

PYMNTS

AUGUST 18, 2016

That comes courtesy of a report from SharesPost, an investing platform that Reuters said is geared toward pre-IPO firms. The data show that only one to two percent of VC investments get to that $1 billion level via IPO or via acquisition.

Valuation 40

Valuation Benchmarking Compliance Investments 40

Michigan CFO

JUNE 7, 2023

Financial Reporting and Analysis: Virtual CFOs prepare (or oversee the preparation of) accurate and timely financial statements, analyze financial data to assess business performance, generate customized reports for management and stakeholders, and conduct financial ratio analysis and benchmarking.

CFO 52

CFO Problem Solving Budgeting Communication 52

Collectiv

FEBRUARY 2, 2022

Neglecting adoption as part of your implementation plan makes it difficult to integrate Power BI use into the company culture and realize the company’s initial investment. Benchmarking adoption helps users continuously learn to use Power BI and be rewarded for their efforts. Specialized training for IT support staff.

Education 52

Education Benchmarking Prioritization Data Analysis 52

PYMNTS

OCTOBER 6, 2020

J&J’s Nawaz stated that the new digital reality has forced companies (including his own) to focus on being responsive and agile to make supply chains resilient even while ticking off the mandatory compliance and governance aspects tied to supply chain management. Benchmarking can help, said Rosenblatt. That’s no easy task.

B2B 84

B2B Treasury Communication Accounts Payable 84

PYMNTS

NOVEMBER 21, 2018

… They are at the center of the international finance system, enabling trade, investment and money transfers. With this as an aspirational benchmark, there is a huge opportunity to improve cross-border payments. times global GDP in 2016. Reuters reported earlier this month that the Financial Stability Board (FSB) counted a 4.1

Benchmarking 49

Benchmarking Banking Compliance Financial Systems 49

Barry Ritholtz

FEBRUARY 6, 2024

I love finding these people who are just absolute rock stars within their space that most of the investing public probably is not familiar with, haven’t heard about them. Its index and its benchmark. Tremendous track record, unusual background comes from computer science and software and, and pivoted into quantitative investing.

Valuation 52

Valuation Investments Finance Math 52

The CFO College

APRIL 8, 2021

Investing time and money every month into expanding your “VIP” could increase your revenue, especially if you commit to doing something to work on these three areas for one hour a day. You’ll also want to stay current on successful brands, along with trending operations, metrics, and benchmarking.

CFO 52

CFO Benchmarking Accounting Tax Planning 52

PYMNTS

AUGUST 10, 2016

The use of manual processes can similarly hamper transparency into the corporate travel space and, again, may be a problem considering the financial investment businesses place in their traveling employees. This is the company’s 10th year releasing its Mobility Benchmark Report.

Benchmarking 41

Benchmarking Compliance Financial Data Numbers 41

PYMNTS

MAY 26, 2017

In a recent study professional services company Accenture did with benchmark provider McLagan on the blockchain technology’s operational impact on businesses, it was found that there was quite a large amount of savings that could be reached for financial institutions. years away) if blockchain technology were implemented.

Financial Systems 46

Financial Systems Benchmarking Finance Technology 46

Future CFO

FEBRUARY 28, 2022

Furthermore, recruitment firm Randstad Malaysia shared that there is an increased demand for workers with digital skillsets, even in more traditional functions such as Accounting & Finance, Human Resources, Sales & Marketing, and Risk & Compliance. So what do we do with these trends?

Finance 52

Finance Accounting Benchmarking Leverage 52

PYMNTS

FEBRUARY 28, 2020

credit unions have invested in anti-malware, firewalls and other technologies to protect members’ personal data, but such measures are reactive. They will also be required to create new internal security procedures and invest in staff training to avoid violation risks. CUs’ Tools To Secure Member Privacy .

Profit and Loss 52

Profit and Loss Securities Benchmarking Nonprofit 52

E78 Partners

MAY 8, 2024

Organizations of different scales that have invested in ServiceNow want to use their ITSM platform to handle TEM and increase operational effectiveness. It provides dashboards and reports for tracking SLA compliance and performance metrics. Discrepancies or outliers are investigated to ensure accuracy and integrity of the data.

Leverage 52

Leverage Auditing Compliance Invoicing 52

Fpanda Club

FEBRUARY 5, 2024

Good news is that 66% of organizations are going to invest in finance business partnering between now and 2030. Here are some prerequisites to get return on these investments and achieve successful implementation of finance business partnering. Vena Industry Benchmark Report 2022. But where to start? Gartner, 2018.

Finance 130

Finance Analyzing Data Benchmarking Communication 130

Planful

OCTOBER 25, 2016

Another panelist highlighted their investment in inventory, as well as managing growth in the business. One recommendation was to establish baselines for the business based on prior experience, or to use external benchmarking information to evaluate performance and risk. Learn More.

Risk Management 40

Risk Management CFO Budgeting Benchmarking 40

CFO News Room

DECEMBER 7, 2022

For investment advisers looking to attract prospective clients, advertising the performance of their investment strategies would be a logical way to market their services (at least if they had strong historical returns!). Executive Summary. Author: Chris Stanley. Guest Contributor.

Advertising 130

Advertising Marketing Communication Compliance 130