Nerd's Eye View

JUNE 6, 2023

In this episode, we talk in-depth about how, while working with ultra-high-net-worth clients, Adam began to draw his own financial maps to help him better visualize his clients’ complex financial situations on one page (and then realized that by showing his financial planning maps to his clients, they became better engaged in the financial planning (..)

Concentration 83

Concentration Education Planning Compliance 83

PYMNTS

DECEMBER 7, 2020

and abroad that the concentration of power amongst a small number of tech companies is curtailing growth in the tech sector, reducing innovation and potentially having negative impacts on the people and businesses that rely on them.”. But there is growing consensus in the U.K.

Healthcare 57

Healthcare Marketing Compliance Advertising 57

The Charity CFO

APRIL 22, 2024

High levels of burnout could pose legal, compliance, and financial risks as employees lose focus or drive in their jobs. Signs and Symptoms The signs and symptoms of burnout can manifest both physically and mentally.

Nonprofit 52

Nonprofit Budgeting Concentration CFO 52

Barry Ritholtz

AUGUST 26, 2022

Say what you will about Cathy Woods and ARKK, but a concentrated portfolio like hers makes more sense as a satellite to Vanguard’s Total Stock Market Index ETF (VTI) or the S&P 500 (SPY) versus this unholy mess of high-cost high turnover SMA.

Concentration 141

Concentration Benchmarking Investments Accounting 141

Future CFO

OCTOBER 27, 2021

The inaugural CFO Insights Survey 2021 sampled a cross-section of CFOs from startups, SMEs, MNCs and listed companies in the private sector globally with a concentration on the key Asia Pacific economies of China, Hong Kong, Malaysia and Singapore, the two organisations noted. Accelerate digital transformation efforts.

CFO 52

CFO Compliance Concentration Auditing 52

Future CFO

AUGUST 7, 2023

Gartner predicts the concentration of pretrained AI models among 1% of AI vendors by 2025 will make responsible AI a societal concern. Gartner recommends organisations adopt a risk-proportional approach to deliver AI value and take caution when applying solutions and models.

Concentration 52

Concentration Data Analysis Compliance Investments 52

PYMNTS

JANUARY 15, 2021

SAP Concur solutions benefit businesses, not just in dollars and cents, but also by improving productivity, reducing risk, helping to ensure corporate compliance, and so much more,” AspireHR Chief Executive Kevin Chase said in the announcement.

SAP 56

SAP Invoicing Concentration Education 56

PYMNTS

NOVEMBER 22, 2019

Richard Ashton, deputy general counsel for litigation, enforcement and system matters, said at a conference in New York that the Federal Reserve is considering an audit of tech firms’ compliance policies and governance structures. The probe would concentrate on tech firms that provide data storage to financial institutions (FI). .

Securities 46

Securities Auditing Concentration Compliance 46

PYMNTS

JULY 28, 2020

But he warned that if the crisis deteriorates then some banks would face difficulties in maintaining their compliance with the minimum capital requirements. The peculiarity of this crisis is that sometimes the concentration of exposure to certain sectors of the economy, for instance, is more important than other dimensions,” Enria said.

Economics 56

Economics Banking Concentration Compliance 56

CFO News Room

NOVEMBER 8, 2022

For instance, these policies leave governments exempt from compliance. He holds a BA in Political Science with a concentration in International Relations with minors in legal studies and formal organizations from Trinity College in Hartford Connecticut. Ethan Yang.

Prioritization 130

Prioritization Economics Concentration Compliance 130

The Finance Weekly

AUGUST 5, 2023

Your Future in FP&A: Navigating the Varied Career Paths Typically, , Financial Planning and Analysis are integral parts of a comprehensive financial management system, which also includes accounting, revenue and cash flow management , governance, risk, and compliance (GRC), along with other core financial processes.

Financial Planning and Analysis (FP&A) 52

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

Spreadym

JUNE 15, 2023

By identifying the key drivers, organizations can concentrate their efforts and resources on those areas that have the most significant impact on achieving their goals. This includes staying updated on relevant regulations, implementing risk mitigation strategies, and maintaining robust governance and compliance practices.

Planning 52

Planning Prioritization Concentration Compliance 52

PYMNTS

DECEMBER 8, 2019

The Fed is considering an audit of Big Tech firms’ compliance policies and governance structures. The probe would concentrate on tech firms that provide data storage to financial institutions. Last month , ongoing security concerns prompted the Federal Reserve to further scrutinize Big Tech firms that serve the banking industry.

Financial Data 52

Financial Data Concentration Auditing Leverage 52

Future CFO

FEBRUARY 13, 2023

ICTSI) as senior vice president, chief financial officer and compliance officer says the company’s digitisation agenda was fast-tracked considering state lockdowns during the pandemic. “We Consing, Jr , who was formerly with International Container Terminal Services, Inc. Constant analysis of the company’s positions (cash, FX, tax, etc.)

Treasury 98

Treasury Cash Management Restructuring Accounts Payable 98

CFO Share

MARCH 14, 2022

Audited financial statements focus on compliance with GAAP accounting standards, whereas Quality of Earnings reports focus on the company’s earnings history and potential. Sales concentrations and/or backlog risk. What is the difference between a quality of earnings report and an audit? Changes in accounting practices or procedures.

Auditing 52

Auditing GAAP Accounting Principles Profit and Loss 52

PYMNTS

DECEMBER 4, 2019

Invoiced pointed to streamlined customer onboarding, fee transparency, PCI compliance and integration as key benefits for users and their own business clients. In a press release on Wednesday (Dec. The solution supports credit and debit card transactions, as well as ACH.

Invoicing 52

Invoicing Concentration Forecasting Compliance 52

CFO News Room

JANUARY 8, 2023

Automating testing or compliance can have a huge impact in terms of freeing up engineer capacity to do what they love. They are already becoming more prescriptive about security and compliance standards for cloud, and thinking about other issues, such as the significant concentration risk.

Budgeting 130

Budgeting Securities Economics Technology 130

CFO Talks

MARCH 20, 2024

It involves trusting your team, delegating effectively, and concentrating on strategic financial planning. Accounting Responsibilities: Both the CFO and Controller collaborate on overseeing the annual audit, ensuring thoroughness and compliance. It’s about leading, not just managing.

CFO 52

CFO Accounts Payable Financial Analysis Auditing 52

Future CFO

SEPTEMBER 10, 2023

Chote Kiatruangamala Chote Kiatruangamala , finance director at Supernap (Thailand) , noted that during 2022, with the global inflation many firms had to downsize and realign themselves more closely to their business volumes while concentrating on improving cash flow.

CFO 98

CFO Finance Leadership Concentration 98

The Finance Weekly

FEBRUARY 22, 2023

While this may not be a full-time role in the early growth stages, it does necessitate self-discipline, concentration, and dedication. Establish a cost-effective and scalable control and compliance framework As a business expands, the volume and complexity of its operations escalate, leading to increased risk and new compliance obligations.

Startups 52

Startups Finance CFO Forecasting 52

The Finance Weekly

APRIL 25, 2022

Most of these steps, which include empowering CISOs, concentrating on business continuity capabilities and investments, and improving scenario planning, intersect with the CFO’s growing role in supporting and financing the organization’s cybersecurity framework.

Finance 107

Finance Forecasting Treasury Concentration 107

PYMNTS

JULY 26, 2017

As outlined in the report, however, the OCC again identifies issues related to strategic, credit, operational and compliance risks as top concerns.”. Compliance. As is often the case with banks, risks of non-compliance remain high, the OCC noted. “Today, the federal banking system remains healthy,” he continued. “As

Banking 46

Banking Compliance Currencies Concentration 46

PYMNTS

JUNE 4, 2019

Xpollens removes the complexity of issuing and managing payments methods, allowing Fintechs, retailers and corporates to concentrate on their core business, on providing the best customer experience, and to take full advantage of the huge business opportunities afforded by PSD2,” said Natixis Payments CEO Pierre-Antoine Vacheron.

Concentration 46

Concentration Compliance Accounting Retail 46

PYMNTS

AUGUST 7, 2019

We have always emphasized that startups must concentrate not only on business development but to invest in risk control measures, while taking into account the volume and complexity of their activities, as well as to ensure proper compliance with legal requirements,” he added.

Concentration 40

Concentration Auditing Compliance Startups 40

PYMNTS

DECEMBER 23, 2019

Its omnipresence is altering how members want to interact with their CUs, though regulatory and compliance issues often mean that members cannot reasonably expect the same lightning-fast interactions they might get from banks and FinTech firms. 19 Statistical Release, “Consumer Credit,” recently found that CUs hold $64.4

Concentration 52

Concentration Leverage Compliance Banking 52

PYMNTS

SEPTEMBER 10, 2018

GDPR compliance has yet to be fully embraced by firms on a global scale, yet headlines from this past week show just what the repercussions might be against a new regulatory landscape. software firm that focuses on GDPR compliance , told the newswire that “at some point, a line needs to be drawn, and this might be the best time to do it.”.

Compliance 46

Compliance Concentration Securities Banking 46

Jedox Finance

MARCH 7, 2023

Using ChatGPT with integrated business planning AI can automate time-consuming tasks, freeing up teams to concentrate on the more valuable aspects of their roles. When sharing forecasts across the organization, the description enables a shared understanding of the data, making the insights straightforward and actionable.

Planning 52

Planning Concentration Forecasting Finance 52

CFO News

MARCH 17, 2024

The Securities and Exchange Board of India (Sebi) has exempted overseas funds, having more than 50% of their India equity assets under management in a single corporate group, in case the concentrated holdings of the funds are in a listed company with no identified promoter.

Compliance 98

Compliance Concentration Securities 98

The Finance Weekly

AUGUST 27, 2023

Encompassing tasks such as analyzing financial data, creating budgets and forecasts, managing accounting processes, and ensuring tax adherence and regulatory compliance, these advanced solutions empower finance teams to concentrate on strategic decision-making and higher-value tasks. What is Datarails’, FP&A Genius?

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

NOVEMBER 22, 2019

Richard Ashton, deputy general counsel for litigation, enforcement and system matters, said at a conference that the Federal Reserve is mulling an audit of the governance structures and compliance policies of tech firms. The probe would concentrate on tech firms that provide financial institutions (FIs) with data storage. Google’s $2.1

Concentration 40

Concentration Auditing Healthcare eCommerce 40

CFO Talks

AUGUST 24, 2022

It’s concentrated in KZN and in the Mercedes-Benz franchise of the automotive industry. Let’s talk about NMI Durban South Motors, just tell us about the operations of the company now, how big is it and what is the core focus? That’s built through trust and through the relationships that you build.

Auditing 98

Auditing CFO Accounting Concentration 98

PYMNTS

APRIL 24, 2017

It’s that “humility” that’s driven MoneyGram to focus their efforts acutely on “defense and depth,” a series of concentric rings with MoneyGram at the center, McGurk said. We have state exams for compliance and info security,” McGurk explained. You can’t get overconfident in information security,” he said.

Securities 46

Securities Compliance Concentration Auditing 46

PYMNTS

SEPTEMBER 20, 2017

Flywire’s success has been based on a few core concentrations, said Massaro – namely pricing, with attendant analytics, which he said give indications of fair and reasonable pricing defined on a market-by-market basis in education (also healthcare). India’s tally here stands at 15 percent, said Massaro.

Education 45

Education Concentration Healthcare Treasury 45

CFO Leadership

AUGUST 12, 2021

Kim Ngyuen came to the US from Vietnam to further her education and obtained her MBA with a concentration in Accounting at Albertus Magnus College. Kim Nguyen, CFO, Industrial Management Training Institute (IMTI). Kim Nguyen, Chief Financial Officer, Industrial Management Training Institute (IMTI).

Leadership 98

Leadership CFO Financial Planning and Analysis (FP&A) Finance 98

Boston Startup CFO

OCTOBER 29, 2012

Accountant: If your financial status doesn’t warrant hiring a CFO, you still need financial support; at the very least, you’ll need help with your day-to-day accounting and regulatory compliance. When you outsource necessary functions on an as-needed basis, you can concentrate your internal team efforts where they are most needed: growth.

Startups 52

Startups Mergers and Acquisitions (M&A) CFO GAAP 52

PYMNTS

MAY 1, 2018

Much of that was concentrated in India, which, along with China, holds the continent’s only unicorns so far this year. “From a company’s point of view, policy compliance is very critical, along with control, visibility into spending habits and, more importantly, the ability to detect anomalies.”

B2B 40

B2B Microsoft Office Concentration Compliance 40

CFO News Room

NOVEMBER 7, 2022

Hearsay Systems rolls out a new small-to-mid-sized RIA platform for social media compliance and website design. Riskalyze signals an intent to rebrand itself away from ‘just’ risk tolerance assessments to a broader focus on helping advisors grow clients and assets.

Compliance 130

Compliance Communication Planning Concentration 130