PYMNTS

APRIL 18, 2018

Treasury management system provider GTreasury announced it reached a deal to acquire risk management and compliance software company Visual Risk , reports in Mondo Visione said Tuesday (April 17).

Treasury 40

Treasury Compliance Foreign Exchange Risk Management 40

Future CFO

JANUARY 15, 2024

As leaders of the finance function, chief financial officers must be on top of the topic for better decision-making and risk management. Organisations have to understand ESG not merely for compliance or risk management, but as an opportunity to explore new opportunities or adapt their business models.

Risk Management 52

Risk Management Compliance Valuation Finance 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

Future CFO

JANUARY 7, 2024

CFOs must reimagine roles, reskill staff, and invest in both technical and non-technical capabilities to drive successful finance transformations. Return of investments CFOs must have the nose for strategic investments to drive enterprise transformation, although there is an undeniable struggle to capture value from technology investments.

CFO 52

CFO Risk Management Leverage Strategic Planning 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

PYMNTS

JULY 2, 2018

According to John Epperson, principal at Crowe LLP , that goes to show that the current approaches to regulatory and compliance technology ( RegTech ) aren’t working. There have been substantial investments in technology by financial services organizations – in particular, a spike in RegTech investments from traditional banks.

Compliance 43

Compliance Banking Investments Risk Management 43

Future CFO

OCTOBER 30, 2023

Effective Risk Management : Integration is a fundamental component of effective risk management, ensuring that all data remains accurate and up-to-date. In an environment where market dynamics can shift rapidly, real-time data equips Treasurers to respond swiftly and strategically to emerging risks.

Treasury 52

Treasury Foreign Exchange Risk Management Compliance 52

CFO News Room

DECEMBER 16, 2022

After all, people will always need financial services, whether investing their money , taking out loans, or managing their taxes. The CFO role is multi-faceted and includes everything from financial planning and analysis to business budgeting, financial decision-making, and risk management. Chief Compliance Officer.

Finance 130

Finance Budgeting Compliance Financial Analyst 130

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

PYMNTS

APRIL 18, 2017

Banks and financial institutions spend billions of dollars to ensure they are meeting compliance requirements and properly managing risks. But is all the money being invested really getting the job done? Filling The Compliance Gap. The Data Differentiator.

Compliance 44

Compliance Startups Technology Investments 44

Planful

OCTOBER 25, 2016

For another, their biggest risk is ensuring safety on the job sites, but they also face fluctuating demand in the construction industry and the risk this puts on their P&L. Another panelist highlighted their investment in inventory, as well as managing growth in the business. The takeaway? Learn More.

Risk Management 40

Risk Management CFO Budgeting Benchmarking 40

Future CFO

DECEMBER 7, 2023

Enhanced Risk Management : CFOs should prioritise comprehensive risk assessments, focusing on the impacts of China’s debt situation on their business operations. This involves a meticulous evaluation of investment vulnerabilities and supply chain dependencies on the Chinese market.

Economics 52

Economics Currencies Communication Risk Management 52

CFO Talks

FEBRUARY 9, 2024

As CFOs, it is essential to understand the financial implications of cybersecurity breaches and implement effective strategies to manage the rising costs associated with protecting organisational assets. In addition, the dynamic nature of cyber threats necessitates ongoing investment in cybersecurity technologies and talent.

CFO 52

CFO Strategic Planning Leadership Education 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. By taking a proactive stance within the cybersecurity team, CFOs can make well-informed decisions that directly minimise revenue losses and mitigate risks.

Risk Management 52

Risk Management CFO Benchmarking Securities 52

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. Besides, strengthening financial controls is imperative.

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

AUGUST 9, 2020

The benefits for Google include a unified and accurate supplier record, the ability to integrate supplier qualification and segmentation with other procurement processes, and compliance for supplier risk management throughout the supply base. accounts receivable and POS solution provider takepayments.

SAP 144

SAP Invoicing Education Risk Management 144

Future CFO

FEBRUARY 4, 2024

Teams may also lack the skills required to develop a robust AI model, ranging from AI, data analytics to business acumen and risk management skills. As legislators across the region seek to promote responsible AI adoption , firms may find it challenging to keep up with developments and ensure compliance.

Finance 98

Finance CFO Leadership Risk Management 98

PYMNTS

SEPTEMBER 22, 2016

For any regulated firm to thrive in the long term, consistent investment needs to be made in the risk, compliance and control functions. Money Data Limited has selected both web (World-Check One) and software (Screening Deployed) services of World-Check for simple integration in aiding its KYC workflow.

Compliance 59

Compliance Risk Management Finance Investments 59

The Charity CFO

MAY 19, 2023

Cash management for a nonprofit organization is possibly the most important consideration for success. In a previous article, we discussed the benefits, risks, and compliance requirements of outsourcing bookkeeping for nonprofit organizations. and expenses from various sources (salaries, rent, utilities, program costs, etc.).

Cash Management 52

Cash Management Nonprofit Compliance Budgeting 52

Future CFO

AUGUST 1, 2023

Supriya Deka: The general features of financial applications include accounting, reporting & analytics, bank reconciliation, billing & invoicing, asset management, budgeting & forecasting, financial risk management, expense tracking, and payroll management.

Invoicing 98

Invoicing General Ledger Reconciliations Budgeting 98

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. They play a crucial role in strategic planning, risk management, and driving innovation, extending their influence far beyond the finance department.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

PYMNTS

JULY 5, 2018

Maintaining compliance and security , though, must be at the top of the priority list, according to Stemmle and Kull. While additiv provides the wealth management technology via its Digital Finance Suite of solutions, Orange enables financial institutions to implement and “plug-in” to the technology via the cloud.

Compliance 43

Compliance Banking Marketing Securities 43

Strategic Treasurer

APRIL 3, 2023

In this survey, treasury and finance professionals were asked questions on the following topics: Fraud Experience: Frequency of Attacks, Source of Attacks, and Method(s) of Attack Security Practices Employed (Both Human & Technological) Cyber Risk Management and Data Protection Policies Investments in Security & Fraud Prevention Technology (..)

Treasury 52

Treasury Reconciliations Education Risk Management 52

Spreadym

JULY 21, 2023

This enables better risk assessment, personalized marketing, and improved decision-making for investment strategies Cloud Computing : Moving financial operations and data storage to the cloud, allowing for scalability, cost-effectiveness, and enhanced collaboration.

Finance 52

Finance Prioritization Compliance Leverage 52

PYMNTS

OCTOBER 10, 2016

Whether it’s getting paid by corporate buyers with the sluggish paper check or facing the stamp of rejection on a bank loan application, SMEs aren’t in the easiest of spots to invest in new technology and human capital as the final quarter of 2016 commences.

Investments 74

Investments B2C B2B Risk Management 74

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 52

Leadership IFRS Finance Communication 52

The Finance Weekly

JUNE 7, 2022

Outsourcing responsibility: Outsourcing to a managed security service provider (MSSP) is a well-established tactic, particularly for companies that need to secure resources quickly or that cannot hire and retain adequate staffing. However, many still have to address the fundamental data security and privacy compliance consequences.

Compliance 52

Compliance Risk Management Securities Prioritization 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

Spreadym

APRIL 27, 2023

Investment analysis: Business software tools for investment analysis allow you to analyze investment options and evaluate their potential returns. Risk management: These tools help users identify and manage financial risks, such as market fluctuations, interest rate changes, and currency exchange rates.

Financial Analysis 52

Financial Analysis Tax Planning Budgeting Forecasting 52

The Finance Weekly

JANUARY 22, 2024

Manage cash flow and plan for financial needs. Assist with risk management, audits, and research. Identify investment and financial planning opportunities. Collaborate with other executives and department heads on budget creation and management. Supervise and offer suggestions for the financial department.

CFO 52

CFO Education Communication Leadership 52

CFO Leadership

DECEMBER 12, 2022

Forward-looking companies are taking an integrated approach to help support employees’ broader needs, including financial wellness, saving and investing. Optimize existing technology: Many companies can optimize their existing technology without making significant technology investments. The company serves approximately 56 million U.S.

Accounts Payable 95

Accounts Payable Leadership CFO Strategic Planning 95

CFO Talks

JUNE 7, 2022

Steward Role & Competencies: Accounting, control, risk management and asset preservation are the proficiencies of the Steward. The Steward must ensure company compliance with financial reporting and control requirements. Competencies include: Working knowledge of risk management, budget, and forecasting tools.

CFO 52

CFO IFRS Leadership Risk Management 52

Spreadym

OCTOBER 3, 2023

Their work often influences important decisions related to investments, cost control, and revenue growth. Risk Management: Skills in identifying, assessing, and managing financial risks are important. This includes assessing market risks, credit risks, and operational risks.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Financial Analysis Budgeting Financial Modeling 59

CFO Leadership

OCTOBER 10, 2023

AI driven automation is expected to extend to more complex tasks such as, audits, risk management, and financial planning and analysis. Training, like CFO.University’s Introduction to Risk Management , and awareness programs will also become crucial to help employees understand how to use these AI tools responsibly and effectively.

Finance 95

Finance Accounting Auditing IFRS 95

Future CFO

SEPTEMBER 18, 2023

Their expertise can contribute to better-informed decisions regarding growth, investments, risk management and cost control. Strategic guidance Fractional CFOs can provide valuable strategic insight to help guide the company's financial decisions and long-term planning.

CFO 52

CFO Leadership Strategic Planning Financial Analysis 52

Spreadym

SEPTEMBER 12, 2023

Create a Revenue Forecast: Estimate your expected income sources, including salaries, sales revenue, investment income, grants, or any other sources of revenue. Account for Savings and Investments: Allocate a portion of your income for savings, investments, or emergency funds.

Budgeting 59

Budgeting Strategic Planning Forecasting Economics 59

CFO Talks

MARCH 20, 2024

Accounting Responsibilities: Both the CFO and Controller collaborate on overseeing the annual audit, ensuring thoroughness and compliance. Strategic Financial and Risk Management: The CFO is the architect of the company’s financial strategy, including tax and risk management strategies.

CFO 52

CFO Accounts Payable Financial Analysis Auditing 52