CFO Thought Leader

MAY 21, 2023

While chief accountant for the SEC’s investment management division, Alison Staloch reports, she found herself being greeted by a degree of inclusive enthusiasm that she had seldom encountered before. We’re America’s largest direct-to-consumer alternative investment manager. Staloch: Fundrise is a technology company.

CFO 52

CFO Investments Accounting Accounting Standards 52

The Charity CFO

FEBRUARY 27, 2023

The major tasks of a treasurer can be summed up as follows: Operations management Oversight and compliance Strategic decision-making Operations management The operational tasks of a treasurer concern financial management. These tasks include organizing financial data into helpful reports to be presented to the other board members.

Nonprofit 52

Nonprofit Compliance CFO Leadership 52

Future CFO

NOVEMBER 15, 2023

Integration and Automation CFOs should integrate spreadsheets with other financial systems and applications to ensure seamless data flow and reduce the risk of errors during manual data transfers. This might involve implementing automated compliance checks and utilising tools that provide real-time alerts for potential risks.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leverage Communication Compliance 52

PYMNTS

AUGUST 23, 2019

Traki has been one of the early adopters of cryptocurrencies in Venezuela, which highlights its commitment to improve the traditional financial system,” Zac Cheah, co-founder and CEO of Pundi X, said in a press release. “We It is the first compliance alerts solution available across 15 cryptocurrencies.

Compliance 49

Compliance Currencies Financial Systems Sales 49

PYMNTS

SEPTEMBER 17, 2020

According to Woods, organizations and their finance teams must be strategic about how they reduce their reliance on physical paper and invest in the technologies that can optimize document management without adding any extra pain. A (Digital) Document Deluge. Take the electronic invoice, for example.

Accounts Payable 63

Accounts Payable Compliance Invoicing Finance 63

PYMNTS

NOVEMBER 10, 2020

Many consumers move to new countries to pursue economic opportunities, but adjusting to these locations also requires learning the ins and outs of new financial systems — a transition that can be filled with friction. Around The World Of Smarter Payments. customers to recipients in Asia and Europe.

Banking 86

Banking Compliance Currencies Financial Systems 86

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

Michigan CFO

JUNE 7, 2023

Some of their key responsibilities include financial forecasting, budgeting, cash flow management, financial reporting and analysis, advising on financial decisions, collaborating with internal teams, implementing financial systems, and providing insights for growth and profitability.

CFO 52

CFO Problem Solving Budgeting Communication 52

PYMNTS

SEPTEMBER 2, 2019

The testimony further stated that cryptocurrency regulations could be strengthened by creating a new class of financial institution: virtual asset transaction validators. financial system. Japan and Switzerland have already developed legal frameworks that have attracted cryptocurrency projects and investment.

Banking 49

Banking Compliance Financial Systems Retail 49

PYMNTS

AUGUST 26, 2019

In July, Facebook was at a congressional hearing where legislators called the company out over privacy concerns, saying it wasn’t ready to safeguard the financial system, much less individual data. . The members all made a non-binding promise to invest at least $10 million.

Currencies 58

Currencies Compliance Financial Systems Investments 58

PYMNTS

FEBRUARY 20, 2019

“Blockchain intelligence is increasingly important in the crypto ecosystem, and is necessary to achieve our mission of bringing the open financial system to the world,” wrote Varun Srinivasan, engineering director at Coinbase, in a blog post. This is the most complete insurance offering in the industry.

Analyzing Data 65

Analyzing Data Compliance Financial Systems Investments 65

PYMNTS

JUNE 17, 2016

According to reports, these regulations are forcing businesses to either pass the cost of compliance onto their customers or to delay investments, the survey found. The COC concluded that 29 percent of businesses surveyed said they increased prices for customers in the wake of financial services markets regulation.

Compliance 40

Compliance Financial Systems Economics Investments 40

PYMNTS

SEPTEMBER 21, 2018

.” Suplari’s AI capabilities enable automation of contract, spend and supplier management, as well as the ability to analyze data stemming from those processes, he noted, pointing to opportunities to enhance profit, risk and compliance efforts. billion by 2022.

Analyzing Data 53

Analyzing Data Finance Compliance Financial Systems 53

PYMNTS

OCTOBER 19, 2016

EIU and Deutsche found that 80 percent of the professionals surveyed hold significant levels of excess cash, causing treasurers to focus on either expanding or modifying their investment strategies as their way to more adequately gain control in a changing economic climate.

Treasury 70

Treasury Prioritization Economics Leadership 70

CFO Plans

DECEMBER 7, 2020

Once cleaned, all future books and financials were up-to-date and clean. This included incorporating quality financial systems for the company. founders can focus on growth while CFO Plans runs the financial accounting, regulatory compliance, and financial reporting. Now, Midwest Coast Brewing Co.

CFO 40

CFO Compliance Financial Systems Planning 40

PYMNTS

MARCH 26, 2018

California-based Candex said it will use the investment to focus on expansion and to secure Fortune 500 corporate customers. Candex brings the speed and ease of consumer payment apps to large businesses, leveraging a private blockchain to ensure compliance and massively streamline financial system records.”.

Accounts Payable 43

Accounts Payable Vendor Management B2B Leadership 43

Spreadym

JUNE 27, 2023

Strategic Planning Support: Financial Planning and Analysis plays a crucial role in supporting strategic decision-making processes. 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.

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

MAY 26, 2017

The findings concluded that, if implemented, blockchain technology could result in the following: 70 percent savings on central finance reporting; 30-50 percent potential savings on compliance; 50 percent potential savings on central operations and 50 percent potential savings on business operations.

Financial Systems 46

Financial Systems Benchmarking Finance Technology 46

PYMNTS

JUNE 18, 2019

At a macro level, market uncertainties have encouraged corporates to take a closer look at their business partners to understand whether investing in their vendor bases will pay off in the long run. “Data is scattered across supplier-relationship applications, ERP systems, financial systems and into production,” he explained.

Compliance 50

Compliance Securities Invoicing Currencies 50

The Charity CFO

JUNE 7, 2023

With his time as an executive director so invested in results and relationships, the need for strong systems to cover the rest is paramount. Essentially the focus on programs and results is dependent on the financial function. The mission thrives when time is spent on programs and relationships.

Nonprofit 52

Nonprofit CFO Leadership Education 52

PYMNTS

JANUARY 18, 2019

Last month, the EU Blockchain Forum urged the European government to deploy the technology for digital identities , calling the use case “the fundamental building block, and a key area for governments to focus on to promote risk mitigation, compliance and trust in the financial system.

B2B 78

B2B eCommerce B2C Communication 78

PYMNTS

AUGUST 15, 2019

Seventy countries had adopted the standard as of May 2018, and it is expected to support 87 percent of the world’s financial transactions by 2023. Such adoption rates require investments, however, and FIs must consider the service’s potential benefits and frictions before implementation. . Deep Data For Swift, Secure Payments .

Treasury 58

Treasury Prioritization Compliance B2B 58

The Charity CFO

NOVEMBER 23, 2022

Financial managers often work closely with the organization’s executive director to ensure that the organization’s financial needs are met and help drive best financial practices within the organization. They handle all payroll and accounting functions and manage investments and fundraising efforts.

Nonprofit 52

Nonprofit Finance Strategic Planning Budgeting 52

PYMNTS

NOVEMBER 21, 2018

She continued, “Many national payment systems are benefitting from considerable innovation and change,” adding that cross-border payments “totaled 1.8 … They are at the center of the international finance system, enabling trade, investment and money transfers. times global GDP in 2016.

Benchmarking 49

Benchmarking Banking Compliance Financial Systems 49

PYMNTS

JUNE 28, 2018

Latin American seems to be making new progress toward more digital payments , and major payments firms — TSYS , just this week, and Visa in late May— are making notable moves and investments toward that future. She commented that these weak links in the system need to be addressed in order to protect the ecosystem.”.

Securities 40

Securities Banking Compliance Financial Systems 40

PYMNTS

SEPTEMBER 1, 2016

The FinTech sector is in the midst of a maelstrom that’s bringing sea changes in the way that people manage their finances and investments. Of course, even the FinTechs themselves rely on partner banks to perform certain functions, like providing access to financial systems or holding deposits, but this may be changing.

Startups 40

Startups Compliance Financial Systems Banking 40

PYMNTS

SEPTEMBER 1, 2016

The fintech sector is in the midst of a maelstrom that’s bringing sea changes in the way that people manage their finances and investments. Of course, even the fintechs themselves rely on partner banks to perform certain functions, like providing access to financial systems or holding deposits — but this may be changing.

Compliance 40

Compliance Financial Systems Banking Startups 40

PYMNTS

MAY 13, 2016

The nuclear deal that is in place between Iran and a number of other nations does not have the teeth it might otherwise have to help – and key to that stymied effort is the fact that Iran remains largely isolated from interacting with the global financial system. Only North Korea has had similar caveats.

Banking 40

Banking Economics Compliance Finance 40

PYMNTS

APRIL 4, 2018

Today, they mostly can’t – but in the world of Petal’s newly released product with WebBank , it is their sincere hope that availability becomes a more regular part of the financial system, and soon. Before we ever sought a dime of angel investment dollars, we were talking to financial regulators in D.C. The Long March.

Math 53

Math Education Compliance Forecasting 53

PYMNTS

SEPTEMBER 15, 2017

LendUp and Beneficial State Bank have a different approach: They want to invest and make money on their customers who are succeeding financially and are able to participate in the full spectrum of the financial system. And that, he said, is hard and time-consuming work.

Banking 79

Banking Education Startups Risk Management 79

Spreadym

OCTOBER 20, 2023

A multi-currency account reporting refers to the financial reporting and tracking of transactions in multiple currencies within a single account or financial system. Tax Reporting: For businesses operating internationally, multi-currency account reporting can help simplify tax reporting and compliance.

Currencies 52

Currencies Accounting Risk Management Compliance 52

PYMNTS

JULY 24, 2018

When it comes to digital transformation, investment in shiny new gadgets is not enough. New tools have to integrate into existing systems and communicate with each other for performance improvements to reach their new potential. “It also includes new options such as PayPal , mobile payments and more.”

Accounts Payable 40

Accounts Payable Financial Systems Corporate Finance Technology 40

Barry Ritholtz

FEBRUARY 13, 2023

He holds all sorts of fascinating titles in addition to chief investment officer for bonds. trillion in various investments. If you’re at all interested in a lecture school in investing or fixed income, or active and passive, this is just a masterclass as to how to do it right. You’re chief investment officer.

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Investments Marketing Education 56

CFO News Room

DECEMBER 6, 2022

So just most technology has been a little bit more either the pipes and infrastructure of how the financial system runs or something that lets people buy the products that they want to buy because they can just go online and buy it. But there’s this new emergence of advice- and advisor-oriented technology firms. And so, yeah.

Planning 130

Planning Budgeting Investments Communication 130

PYMNTS

SEPTEMBER 8, 2016

These Global Citizens often invest in education for their kids or health care services for themselves or family members. There are strict regulatory rules that prevent more money to be sent to a receiving institution than is needed, and Flywire manages that aspect of compliance, too, on behalf of the receiving institution.

Foreign Exchange 43

Foreign Exchange Currencies Valuation Accounting 43

PYMNTS

MAY 15, 2017

More than $1 billion was invested in bitcoin ventures in 2015 alone and billions more in the blockchain technologies that underpin the ledgers that record bitcoin transactions. At the same time, experts urge businesses to invest in stronger security controls to protect against the growing threat of cybercrime — clearly sound advice.

Math 62

Math Currencies Startups Concentration 62

PYMNTS

OCTOBER 8, 2018

He began investing in them long before he bought one. and isn’t favored only by one of the world’s richest men who happens to buy and invest in them. Banks have earned the trust of people and businesses because they keep the money stored within them safe and keep the integrity of our financial system intact.

B2B 76

B2B Banking Economics Securities 76