Nerd's Eye View

SEPTEMBER 26, 2023

What's unique about Bridget, though, is how, as a solo advisor, she found herself overwhelmed with the pressures of having to manage different aspects of her business while also providing great service to her clients as she quickly grew to $77M of AUM in 7 years, and has decided to not to "scale" her firm by hiring more advisors but instead leverage (..)

Leverage 92

Leverage Planning Compliance Investments 92

Future CFO

SEPTEMBER 27, 2023

Global financial crime compliance costs among financial institutions totalled over US$206 billion in the past 12 months, according to a LexisNexis risk solutions study. This marks the highest increase in financial crime compliances costs in the last 12 months. per month for each working-age individual in the world. in comparison.

Compliance 52

Compliance Leverage Investments Technology 52

Boston Startup CFO

APRIL 12, 2024

We will assist you in navigating the complexities of grant funding, ensuring proper financial management and compliance with funding requirements, providing accurate financial reporting, and maximizing the impact of your research and development projects, helping you secure continued funding and successfully advance your innovative initiatives.

Investments 40

Investments Finance Leverage Securities 40

Future CFO

NOVEMBER 1, 2023

Both tax and finance leaders are set to increase investment in digital transformation, said Thomson Reuters recently when releasing a report titled Digital Agendas: How Tax Compliance and Finance Leaders are Preparing for 2024. The post Tax and finance leaders to up investment in digital transformation appeared first on FutureCFO.

Investments 52

Investments Finance Restructuring Compliance 52

Future CFO

MAY 15, 2024

Asia’s ESG journey BlackLine regional vice-president for Asia, Nikhil Parambath , says Asia's business leaders are focusing on strategic initiatives for long-term growth, with an increasing emphasis on ESG compliance to build trust among stakeholders. ESG integration has transitioned into standard business practice,” she adds.

Finance 98

Finance Auditing Compliance Leverage 98

FISPAN

MAY 24, 2022

In 2016, Joe began investing and was one of the first investors in FISPAN. Joe invests in key pillars across multiple vehicles for approximately 40 companies: office of the CFO, Embedded Payments, all things ERP, private and public capital markets, and bank technology. Investing and building software internally isn’t enough.

Compliance 98

Compliance CFO Banking Numbers 98

E78 Partners

MAY 3, 2023

Leveraging E78’s Comprehensive Due Diligence Process Due diligence is a critical aspect of private equity investments, as it allows investors to thoroughly evaluate potential opportunities and mitigate the risks associated with their investments.

Investments 52

Investments Leverage Technology Compliance 52

CFO News Room

NOVEMBER 4, 2022

They’ve identified three areas where organizations need to focus and invest to keep DEI momentum going: connecting a good strategy to the right accountability; collecting and analyzing the right data; and truly empowering DEI leaders. Holding that leader accountable for the change is one way to ensure their continued compliance.

Investments 100

Investments Leadership Accounting Analyzing Data 100

Strategic Treasurer

MAY 12, 2022

Survey Shows Non-Bank Financial Institutions Prioritizing Security, Compliance, Efficiency. AI and ML Investments Expected to Grow, Supporting Security and Fraud Prevention. Among the top findings were the following points: Security & Fraud Prevention, Compliance, and Efficiency. Strategic Treasurer.

Prioritization 52

Prioritization Compliance Securities Benchmarking 52

PYMNTS

JUNE 11, 2020

Social distancing restrictions implemented to curb the virus’s spread are preventing compliance professionals from obtaining physical identification documents and holding in-person meetings that typically enforced anti-money laundering/know your customer (AML/KYC) compliance. Compliance Enforcement Goes Remote With Biometrics.

Compliance 74

Compliance Leverage Securities Technology 74

CFO Plans

MAY 16, 2024

Learn How to Leverage Real-Time Data Cost-Effective Accounting Solutions for Businesses Traditional accounting software often requires significant upfront investments in hardware and licenses, along with ongoing maintenance costs. In contrast, SaaS-based solutions operate on a subscription model, making them more budget-friendly.

Accounting 52

Accounting Compliance Manufacturing CFO 52

The Finance Weekly

OCTOBER 13, 2021

Compliance: Abide by laws regarding environmental regulations, financial reporting, etc. Additionally, given the significance of new technologies in today’s context of business, FCs need to know how to leverage technical innovations to manage risk and generate value. Internal: Employee experience and quality of company management.

Financial Planning and Analysis (FP&A) 52

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

Future CFO

JANUARY 7, 2024

By leveraging advanced analytics and cloud technology, CFOs can drive strategic insights, improve forecasting accuracy, and optimise cash management. CFOs must reimagine roles, reskill staff, and invest in both technical and non-technical capabilities to drive successful finance transformations.

CFO 52

CFO Risk Management Leverage Strategic Planning 52

Future CFO

FEBRUARY 27, 2024

Key stakeholders from an ESG perspective would be the chief financial officer and the chief compliance officer,” she adds. Two best practices are: Partner with technology providers : Invest in data management software or platforms designed specifically for ESG reporting to streamline data collection, storage, and analysis.

Leadership 98

Leadership Compliance Financial Reporting Economics 98

The Charity CFO

APRIL 18, 2024

These challenges include financial issues, data security compliance, and talent retention problems. Compliance with Evolving Regulations Nonprofits are no strangers to regulatory and compliance issues. Strategies to Leverage Data and Keep it Safe There are several ways to use technology while also ensuring data security.

Nonprofit 52

Nonprofit Compliance CFO Leverage 52

E78 Partners

JULY 13, 2023

In the fast-paced world of private equity, making informed investment decisions is paramount to success. Data-driven IT due diligence refers to the systematic process of evaluating and analyzing the technology infrastructure, systems, and capabilities of a target company before making an investment or acquisition.

Compliance 52

Compliance Leverage Technology Investments 52

The Charity CFO

MARCH 22, 2024

Leveraging data for strategic decision-making has many benefits–from improving your efficiency to increasing the success rate of campaigns or strategies. 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.

Nonprofit 52

Nonprofit Leadership Benchmarking Leverage 52

Spreadym

JULY 21, 2023

The objective of digital transformation is to modernize and improve the efficiency, agility, and customer experience in the financial industry by leveraging technology and data-driven solutions. Data-Driven Decision-Making : Leveraging data analytics to gain valuable insights into customer behavior, financial trends, and market dynamics.

Finance 52

Finance Prioritization Compliance Leverage 52

Bramasol

MARCH 10, 2023

This can help them plan and invest for the long term, rather than relying on variable sales of individual products. Also, the ability to leverage comprehensive agnostic analytics tools such as SAP Analytics Cloud will be key to enabling agile decision-making that takes into account timely data from all parts of the end-to-end process.

SAP 84

SAP Manufacturing Compliance Leverage 84

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. For more information, check out these resources: Are You Ready for "Carbon Accounting" Compliance?

IFRS 87

IFRS Accounting SAP Compliance 87

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

CFO Talks

MARCH 14, 2024

No longer confined to the guardianship of financial reporting and compliance, modern CFOs are now pivotal strategists and advisors at the heart of corporate decision-making. Building on this foundation, it’s essential to explore the broader spectrum of the CFO’s role in today’s fast-paced business environment.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

Bramasol

SEPTEMBER 29, 2023

Globalization CFOs have long needed to assure compliance with two different standards-setting bodies. Although there has been a mutual effort between FASB and IASB since 2008 to harmonize many of the compliance and reporting requirements, there are still differences that need to be taken into account by companies doing business globally.

IFRS 94

IFRS Technology SAP Compliance 94

Future CFO

DECEMBER 7, 2023

This involves a meticulous evaluation of investment vulnerabilities and supply chain dependencies on the Chinese market. Strategic Diversification : Reducing reliance on China through diversification of investments and supply chains is a prudent step. Regulatory Vigilance : Staying updated with China’s regulatory landscape is vital.

Economics 52

Economics Currencies Communication Risk Management 52

Future CFO

MAY 2, 2024

Embracing change Across disciplines, respondents of the Workiva survey nearly unanimously cite complying with new mandates as the most pressing challenge facing reporting teams and the volume of requirements they must contend with as their top compliance concern. Assured integrated reporting is about more than compliance," says Volpe. "It

Compliance 52

Compliance Auditing Budgeting Leverage 52

CFO Leadership

JANUARY 25, 2024

While public companies are legally obligated (or are soon expected to be obligated) to meet a growing number of ESG-related regulatory requirements around the world, many of these compliance burdens – and reporting requirements, in particular – also extend to private companies and smaller organizations that conduct business with public companies.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Profit and Loss Compliance Finance 52

CFO Talks

FEBRUARY 9, 2024

Understanding the rising costs of cybersecurity: The cost of cybersecurity continues to escalate, driven by the increasing complexity of cyber threats, regulatory compliance requirements and the growing reliance on digital technologies.

CFO 52

CFO Strategic Planning Leadership Education 52

Nerd's Eye View

NOVEMBER 11, 2022

While some are looking to gain a first-mover advantage by leveraging client testimonials and third-party endorsements (and adjusting their compliance programs before doing so), others are taking a wait-and-see approach. Also in industry news this week: Why “SECURE 2.0”

Compliance 77

Compliance Planning Leverage Investments 77

PYMNTS

DECEMBER 3, 2019

In separate news, Piper Jaffray analysts gave Facebook a bullish initiation and overweight rating, citing the company’s finesse in handling bad press while leveraging investments at the same time. And, even with the regulatory overhang, Citi still recommends purchasing the shares and sees the 2020 and 2021 analyst estimates as too low.

Compliance 52

Compliance Advertising Leverage Investments 52

CFO Leadership

JANUARY 5, 2024

While public companies are legally obligated (or are soon expected to be obligated) to meet a growing number of ESG-related regulatory requirements around the world, many of these compliance burdens – and reporting requirements, in particular – also extend to private companies and smaller organizations that conduct business with public companies.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Profit and Loss Compliance CFO 52

CFO Talks

MARCH 20, 2024

The Chartered Institute for Business Accountants (CIBA) leveraged the research as a foundation to develop its Chartered CFO designation. Steward (Guardian): Safeguarding Assets and Compliance This role is vital for maintaining trust with stakeholders and ensuring the financial health of the organization.

CFO 52

CFO Compliance Performance Measuring Education 52

Future CFO

NOVEMBER 15, 2023

Risk Management and Compliance CFOs need to ensure that their financial processes and spreadsheets comply with various regional and international regulations. 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

JULY 5, 2018

Maintaining compliance and security , though, must be at the top of the priority list, according to Stemmle and Kull. According to a recent report on bank-FinTech collaboration, the biggest competitive threat to an FI is not a FinTech, but another FI better leveraging the benefits of FinTech collaboration.

Compliance 43

Compliance Banking Marketing Securities 43

PYMNTS

OCTOBER 28, 2020

In the November edition of The FI’s Guide To Modernizing Digital Payments , PYMNTS explores the latest in the world of payments modernization, including new investments in payments automation, FIs’ perennial competitive struggles with FinTechs and how cloud technology can level the payments playing field. About The Tracker.

B2B 87

B2B Prioritization Compliance Budgeting 87

Barry Ritholtz

AUGUST 26, 2022

Doing this puts the probabilities more on their side, with the bonus that fewer regulatory headaches, legal liability, and compliance issues occur – they more or less go away if you manage this kind of model properly. Previously : Bill Miller: Closet Indexers Are Killing Active Investing (October 28, 2016). Fiduciary Rule.

Concentration 141

Concentration Benchmarking Investments Accounting 141

Nerd's Eye View

MAY 2, 2023

We also talk about why despite being a CFA charterholder Jake outsources investment management to First Ascent – for which clients pay an entirely separate additional fee – because it both allows him to simplify compliance to not manage investments in-house, and takes away the cost pressure of having to hire a separate employee to just (..)

Planning 93

Planning Compliance Investments Leverage 93

CFO Thought Leader

MARCH 12, 2024

Twelve years ago, when Matt Wolf was an investment banker at Morgan Stanley, he likely would have been alarmed to learn that his future finance career would be largely impacted by drinking and driving. We do this by providing compliance tools—tax, regulatory, and so on. Wolf: At its core, DRINKS enables e-commerce for beverage alcohol.

CFO 52

CFO Finance Retail Leadership 52