PYMNTS

JANUARY 11, 2021

Today in B2B payments, the SBA releases guidance for the next round of PPP loans, while xSuite secures Peppol invoice certification. Among the enterprise resource planning (ERP) systems with which TripActions Liquid now communicates are NetSuite, Microsoft Dynamics, Sage Intacct, SAP and Xero, according to the release.

B2B 55

B2B Securities SAP Invoicing 55

Nerd's Eye View

APRIL 7, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the T3/Inside Information Software Survey is available, providing insights into which technology tools advisors use and their level of satisfaction with them, which highlighted the continued rise of specialized financial planning (..)

Prioritization 78

Prioritization Auditing Practice Management Communication 78

The Finance Weekly

FEBRUARY 8, 2023

Furnari previously served as Vice President of Finance at Dynatrace, a global technology company. He has also held financial leadership roles at Nuance Communications, Wyless, and Mimecast. As a CFO, success requires a broad understanding of business operations, technology trends, and regulatory requirements.

CFO 52

CFO Prioritization Finance Communication 52

Spreadym

JULY 21, 2023

Digital transformation in finance refers to the process of integrating digital technologies and innovations into all aspects of financial services and operations within a financial institution or organization. What is a Goal of Digital Transformation in Finance?

Finance 52

Finance Prioritization Compliance Leverage 52

CSC Advisors

OCTOBER 24, 2023

In the dynamic landscape of small businesses, securing adequate financing is often a pivotal challenge for growth and sustainability. These loans empower entrepreneurs to kick-start their ventures, providing a financial boost ideal for covering startup expenses, purchasing inventory, or securing workspace.

Prioritization 52

Prioritization Finance Startups Economics 52

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 S1 requires companies to communicate the sustainability risks and opportunities they face over the short, medium, and long term.

IFRS 87

IFRS Accounting SAP Compliance 87

The Finance Weekly

JANUARY 1, 2023

In addition to being a year of instability and economic challenges, 2022 was also a year of increased focus on compliance and data security. Some tips from the article include how to consolidate data, how to prioritize KPIs, why it’s important to use integrations, and the best way to conduct financial automation.

Finance 98

Finance Compliance Economics Prioritization 98

CFO News Room

DECEMBER 30, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the passage of “SECURE Act 2.0” A new study shows that there is a wide gap between firms leveraging technology to enhance the client experience and those that do not treat their tech stack as a priority.

Planning 130

Planning Auditing Investments Securities 130

CFO Leadership

DECEMBER 15, 2022

As we reflect on 2022, TripActions’ team of experts—spanning customer service, travel, expense, Europe, and information systems and security—share their predictions for the coming year and their thoughts on how businesses can prepare for opportunities that could emerge. Proactive security will become a top priority.

Mergers and Acquisitions (M&A) 97

Mergers and Acquisitions (M&A) Budgeting Leadership Analyzing Data 97

CFO Leadership

OCTOBER 10, 2023

Financial analysts and others can use the technology to assemble insights in a range of formats — from bulleted lists to slide decks to summary reports — for various audiences to use for more accurate and timely business decision-making. What data governance, privacy and security procedures do we have in place or need?

Financial Planning and Analysis (FP&A) 115

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

PYMNTS

JUNE 23, 2017

The meeting brought together 40 leaders from more than 30 organizations to help identify and prioritize API use cases to be explored in the generation of the Playbook. Application Programming Interfaces (APIs) enable secure and controlled communications between software applications,” said the report. “As The question remains.

Prioritization 74

Prioritization Communication Leadership Securities 74

The Finance Weekly

JUNE 7, 2022

Hack may not be the most comforting word in describing cyber security strategies, but it is nonetheless of paramount importance to defend against cybersecurity breaches. However, despite all these threats, organizations can influence organizational behavior and reduce tactical errors to become more secure. Strategic mistakes 1.

Compliance 52

Compliance Risk Management Securities Prioritization 52

VCFO

JUNE 29, 2023

They also rely on the CFO’s leadership, providing up to date communication, and accurate financial reporting. Securing the Right Leader and Augmenting Expertise Arguably the most important aspect of setting a nonprofit’s finance practices up for success is first finding the right leader.

Nonprofit 69

Nonprofit Finance CFO Compliance 69

PYMNTS

JANUARY 20, 2021

For the last nine months, many of us have been learning how to work remotely, communicate remotely, learn remotely, socialize remotely and more. Additionally, new and reissued cards are being delivered with contactless technology. The COVID-19 pandemic has drastically changed the world, our lives and our businesses — possibly forever.

Prioritization 71

Prioritization Communication Investments Accounting 71

CFO Leadership

DECEMBER 15, 2022

As we reflect on 2022, TripActions’ team of experts—spanning customer service, travel, expense, Europe, and information systems and security—share their predictions for the coming year and their thoughts on how businesses can prepare for opportunities that could emerge. Proactive security will become a top priority.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Budgeting Leadership Analyzing Data 52

The Finance Weekly

NOVEMBER 20, 2022

Decision-making CFOs are now looking to something completely different for quick solutions to queries about people, processes, or technology. As CFOs they are prioritizing tech spend but are seeing multiplying service providers vying for their attention. Particularly CFOs have joined dark social in fast-growing numbers.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance CFO Prioritization 52

PYMNTS

AUGUST 13, 2018

Tied together by data, sensors, algorithms, software and other technology, the two ecosystems are becoming increasingly difficult to separate in the imagination and in reality. The global market for smart city technology will reach an estimated $774.8 Security Weaknesses. Smart City Spending. billion in 2021, up from $342.4

Transportation 40

Transportation Communication Prioritization Technology 40

Planful

OCTOBER 19, 2021

According to Bryson Koehler , chief technology officer of Equifax, “The cloud is the safest bet for the financial services industry.” Cloud-based technology is especially critical in finance, where confidentiality is so important. What value are we getting from our investment in a secure technology?

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) CFO Auditing Communication 40

E78 Partners

MAY 3, 2023

E78 Partners is a leading professional services firm, specializing in comprehensive due diligence services by leveraging our expertise across Technology, Financial Services, and Private Equity teams. Consequently, private equity firms must thoroughly assess and understand the risks associated with making these technology investments.

Investments 52

Investments Leverage Technology Compliance 52

CFO News Room

NOVEMBER 5, 2022

Pundits continue to expect “SECURE 2.0” Nevertheless, the shift could lead some advisors currently using TD to consider changing custodial platforms as they look for the right ‘fit’, both technologically and culturally, to meet their firm’s needs in the future if they don’t want to continue to be a small fish in Schwab’s very large pond!

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Profit and Loss Investments Valuation 130

PYMNTS

DECEMBER 12, 2017

Travelport , which enables corporate travel agencies with point-of-sale (POS) technology, is repositioning itself in response to heightened awareness and adoption of virtual cards (v-cards) in the business travel space. It will also prioritize the use of Conferma’s pioneering secure email for communication of booking details.”.

Reconciliations 40

Reconciliations Prioritization B2B Compliance 40

CFO News Room

DECEMBER 26, 2022

Creating Visual Deliverables That Clearly Communicate Financial Planning Concepts – While technical expertise is necessary to formulate a financial plan, being able to clearly communicate the findings to a client can make all the difference between whether or not the client will understand and agree to implement the advisor’s recommendations.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

PYMNTS

APRIL 8, 2019

The round was led by Paladin Capital, and MassMutual Ventures, F-Prime Capital, Dell Technologies Capital and Osage Venture Partners all participated. We believe that RiskLens is poised to become the de-facto standard in how enterprises around the globe assess, communicate and manage cyber risk.

Risk Management 40

Risk Management Prioritization Communication Investments 40

PYMNTS

NOVEMBER 19, 2019

In the latest Treasurer’s Need to Know series, Mark McNulty, who serves as managing director, head of clearing and FI payments at Citi , told Karen Webster that security must always be top of mind. In addition, SWIFT gpi represents a significant upgrade in transparency and how banks communicate with one another, he said.

Treasury 40

Treasury Communication Prioritization Securities 40

PYMNTS

JULY 30, 2019

Modern credit unions understand all too well that loyalty innovation is critical to staying in business, and that those that do not prioritize it risk losing a significant share of their members. Technology is not cheap,” DeBoer said. This [technology] shows we can compete with our banking counterparts.

Prioritization 43

Prioritization Communication Investments Banking 43

PYMNTS

MAY 12, 2020

In the mad dash to secure Paycheck Protection Program (PPP) funds, small businesses have faced confusion, anxiety and often a lack of clarity as to when they would receive capital – if at all. The process was chaotic for the lenders, too, creating greater potential for fraud amid an unprecedented SMB stimulus effort.

Prioritization 61

Prioritization Communication Banking Securities 61

PYMNTS

SEPTEMBER 22, 2016

20), OutsideIQ offered additional details about its partnership with Pega, explaining that it will use its artificial intelligence technology to manage corporate risk profiles as part of banks’ compliance and due diligence efforts. Khosla said she believes that’s where banking technology is headed. On Tuesday (Sept.

Banking 75

Banking Compliance Prioritization Auditing 75

PYMNTS

OCTOBER 17, 2018

defense plans for communication in the nuclear age influenced that. No one with enough power and pull could foresee how machine guns and other technology developed during that continent’s eight decades or so of relative peace had made tactics and strategies with roots in Napoleonic times tragically obsolete.

Prioritization 67

Prioritization Auditing Communication Securities 67

PYMNTS

JANUARY 30, 2020

This new reality isn’t without its challenges for financial services providers, however, with security and fraud mitigation among the largest concerns. “Communication doesn’t only mean sending an email or letter to warn of the possibility of such scams,” said McConaghy. ”

Communication 43

Communication Prioritization Banking B2B 43

Boston Startup CFO

MAY 9, 2016

Instead, we expect to see the industry evolve significantly as it increasingly marries powerful technology with the human element to create a hybrid — a cyborg if you will. This new breed of professional will be powered by big data and enhanced productivity tools. Some of the basic building blocks are already in place today.

Accounting 52

Accounting Prioritization Advertising Compliance 52

PYMNTS

MAY 31, 2016

The progression of payments technology has enabled businesses and customers to make payments in ways once previously thought unattainable. What matters most is that payments are secure, and that the timetable for a payment to be complete is transparent. “[Businesses] are more concerned about security,” Hils stated.

Invoicing 41

Invoicing Accounts Payable B2B Prioritization 41

PYMNTS

OCTOBER 17, 2018

defense plans for communication in the nuclear age influenced that. No one with enough power and pull foresaw how machine guns and other technology developed during that continent’s eight decades or so of relative peace had made tactics and strategies with roots in Napoleonic times tragically obsolete.

Prioritization 40

Prioritization Auditing Communication Technology 40

PYMNTS

OCTOBER 2, 2018

That communication seems innocuous enough, until the damage is done. Money Laundering And Technology ‘Enabler’. Ah, but there may be light to burn away the darkness, light at the end of the tunnel through the advancements of technology. Beyond technological lines of defense (we’ll get there in a minute), education is key.

Invoicing 59

Invoicing Education Prioritization Banking 59

CFO News Room

DECEMBER 23, 2022

This is the *fourth* time Biden has failed to secure emergency pandemic relief this year. Meanwhile, the best thing you could do for Mexico in terms of food security would be to stop overwhelming their farmers with cheap, bad corn. (For example, he gave orders for a troop withdrawal from Syria, his prerogative as Commander-in-Chief.

Economics 130

Economics Advertising Manufacturing Forecasting 130

Spreadym

JUNE 19, 2023

Categorize and prioritize your expenses to identify essential versus discretionary spending. If shortfalls are projected, proactively develop strategies to address them, such as securing additional financing or adjusting expenses. Optimize Cash Flow: Identify opportunities to enhance your cash flow.

Cash Flow Forecasting 52

Cash Flow Forecasting Invoicing Forecasting Accounts Payable 52

CFO News Room

DECEMBER 20, 2022

” It felt, again, kind of that little bit lower pressure of, “Okay, now I’m comfortable with having some face-to-face communication and helping somebody make decisions to enroll in their 401(k) plan.” Who comes to a conversation about social security and Medicare? ” Felt like a great place to start.

Education 130

Education Planning Numbers Securities 130

CFO News Room

DECEMBER 27, 2022

We’re not going in there and, “What’s your date of birth, first and last name, your Social Security number? The best technology I had at that point was my mobile printing machine. So we’ve built in what we want, the communication, and depending on the advisor. John: Securities America. John: Yeah.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Manufacturing Marketing 130