CFO Talks

NOVEMBER 25, 2024

A colleague hints at leveraging this information to trade shares. How to Handle It: Immediately report the matter to the compliance or legal team. How to Handle It: Advocate for ethical sourcing by highlighting long-term benefits, such as enhanced brand reputation and compliance with international standards.

Leadership 98

Leadership Auditing Profit and Loss Compliance 98

Future CFO

MARCH 16, 2022

Companies are estimated to reduce annual compliance training by 50% by 2025, said Gartner recently. Many compliance leaders are dissatisfied with the effectiveness of their existing program activities,” said Chris Audet, senior director, research in the Gartner Legal, Risk & Compliance practice.

Compliance 98

Compliance Budgeting Leverage Numbers 98

Nerd's Eye View

OCTOBER 29, 2024

In this episode, we talk in-depth about how Travis originally developed his specialization of student loan planning through first correcting the misinformation given to his (now-)wife and her friends in the medical field (and realized that he could give high value to a chronically underserved population), how Travis first started his student loan consulting (..)

Leverage 97

Leverage Planning Compliance Startups 97

Future CFO

SEPTEMBER 5, 2024

Finance, Legal, External Relations) to create a dashboard of material regulatory requirements, along with a clear point person who would be overall responsible for driving timely compliance," Young says. As a "Cost" : This could refer to compliance related spending or the spending to "catch up" with competitors who were more forward looking.

Leverage 98

Leverage Profit and Loss Compliance Finance 98

Future CFO

JANUARY 22, 2025

Source: Data collected during the FutureCFO Conference series in 2024, Cxociety Research Coming into 2025, as finance leaders face mounting pressure to do more with less while driving growth and maintaining compliance, they are turning to digital solutions and holistic approaches to reshape and modernise financial processes.

Risk Management 98

Risk Management Compliance Finance Leverage 98

Future CFO

FEBRUARY 14, 2025

Cloud-based financial systems have improved collaboration, making data more accessible while ensuring compliance with evolving regulations." In his view, there is still room for growth for Finance teams, particularly in fully leveraging AI-driven automation.

Cash Flow Forecasting 78

Cash Flow Forecasting Compliance Leverage Reconciliations 78

Future CFO

SEPTEMBER 16, 2022

What are the role of Chief Financial Officers (CFO) and senior finance leaders when it comes to data privacy and compliance? CFOs today need to have a strong understanding of technology-driven issues such as information security, data management, and data privacy and compliance.

Compliance 98

Compliance CFO Securities Leadership 98

CFO Talks

NOVEMBER 20, 2024

But it also comes with a unique set of challenges, particularly for CFOs tasked with ensuring compliance with international reporting standards. For example, while South African companies follow International Financial Reporting Standards (IFRS), the US requires compliance with its Generally Accepted Accounting Principles (GAAP).

IFRS 98

IFRS GAAP Currencies CFO 98

PYMNTS

DECEMBER 10, 2020

As the world becomes increasingly digitized and more consumers embrace the speed and convenience of contactless purchases, Jim McCarthy , president of payment technology and innovation firm i2c , said banks have been left behind and should focus on what they do best — compliance. On the other hand, what they’re very good at is compliance.”.

Compliance 104

Compliance Banking Profit and Loss eCommerce 104

Bramasol

JANUARY 16, 2022

This latest installment in our ongoing DSE blog series takes a step back with a holistic look at the entire order-to-cash process and explores how revenue accounting compliance can seamlessly integrate with DSE. Compliance with ASC 606 / IFRS 15 requires separate cumbersome processes. How to Get Started?

Compliance 92

Compliance IFRS SAP Leverage 92

Bramasol

MAY 23, 2024

Previous episodes in this Insights Series have explored the challenges created by new Digital Solutions Economy paradigms for billing, fulfillment, invoicing, revenue accounting, and compliance across a wide range of industries. Also, diversification of services offered can help mitigate risk and strengthen revenue streams.

Compliance 100

Compliance Accounting SAP Invoicing 100

CFO News Room

NOVEMBER 29, 2022

What’s unique about Anh, though, is how, as a solo advisor, she differentiates her firm by leveraging the combination of a high-touch concierge approach to client service with a unique investment management approach through the use of very carefully chosen structured notes to differentiate her portfolio design from other advisors.

Leverage 130

Leverage Planning Concentration Tax Planning 130

Bramasol

FEBRUARY 9, 2024

As this blog series continues to explore optimizing quote-to-cash (QTC) to compliance for different industries, in this episode we dive into the special challenges faced by companies in the telecom sector and address how solutions in the SAP portfolio help overcome them.

SAP 95

SAP Compliance Invoicing Leverage 95

Bramasol

JANUARY 18, 2024

This new post provides a deeper dive into the key issues involved with optimizing end-to-end Order-to-Cash (OTC) and revenue recognition compliance for SaaS offerings. Bramasol takes a unique approach to combining specific SAP BRIM applications with revenue compliance to give companies the exact features they need.

Compliance 78

Compliance SAP General Ledger B2C 78

Future CFO

APRIL 7, 2025

He says businesses are not just pursuing sustainability for compliance purposes but also for long-term value creation. They identify cost efficiencies in operations, assess financial risks associated with climate change and regulatory compliance, and secure sustainable financing."

Compliance 52

Compliance Leverage Finance Risk Management 52

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 98

Leverage Planning Compliance Investments 98

Nerd's Eye View

JANUARY 30, 2024

return in new onboarded client revenue for every $1 spent in marketing.

Leverage 98

Leverage Compliance Investments Marketing 98

Trade Credit & Liquidity Management

MAY 29, 2025

This shift demands that billers stay informed and proactive, as compliance and efficiency heavily depend on understanding complex regulations and effectively leveraging service providers. Government Mandates: Clearance models help governments ensure compliance and improve tax collection through real-time transaction monitoring.

Invoicing 52

Invoicing Compliance Cash Flow Forecasting Currencies 52

Bramasol

JANUARY 28, 2025

SAP Joule was also identified by Bramasol as a prime example of leveraging embedded agentic AI in our post on Trends to Watch in 2025. Through the RISE with SAP program and complementary tools, businesses can leverage AI to enhance their digital transformation journeys and to streamline operations and drive efficiency.

SAP 77

SAP Data Analysis Leverage Manufacturing 77

CFO Plans

DECEMBER 9, 2024

Missed tax deductions and compliance penalties are common pitfalls that can seriously harm financial health. Similarly, in real estate finance management , optimizing tax deductions and ensuring compliance can lead to substantial savings. The allure of DIY financial management is strong, promising cost savings.

Numbers 52

Numbers Compliance CFO Leverage 52

Future CFO

SEPTEMBER 3, 2024

Mayank Goel According to Goel, CFOs can leverage taxes strategically and navigate tax policy discussions effectively through various measures. 1. Strategic Tax Planning and Risk Management - CFOs need to view taxes beyond mere compliance. The post How CFOs can leverage taxes strategically appeared first on FutureCFO.

Leverage 59

Leverage Tax Planning Restructuring Strategic Planning 59

FISPAN

MAY 24, 2022

In the episode, Joe and Clayton discuss the currents of change in financial services, ERP movement to the cloud, how banks can enable digital transformation, and considerations for compliance and bank regulators. You don’t get the leverage. outside markets for investment , and two, the pace of digitization.

Compliance 98

Compliance CFO Banking Numbers 98

Future CFO

MARCH 10, 2025

Organisations that effectively harness these innovations expect to see marked efficiency improvements, facilitate more rapid adherence to evolving compliance regulations , and remain competitive in a fast-evolving market. Cheah emphasises the importance of reskilling finance professionals to navigate this shift effectively.

Finance 52

Finance Invoicing Compliance Leverage 52

Bramasol

APRIL 15, 2024

In this new post, we get more granular to provide an update on how AI and Gen AI can enhance productivity, insights, and results in finance applications such as order-to-cash to compliance (OTC 2 ), along with a look at how new SAP AI initiatives are key to this transformation. to drive financial models.

SAP 92

SAP Financial Planning and Analysis (FP&A) Compliance Reconciliations 92

CFO Talks

NOVEMBER 29, 2024

Elizabeth Burns exemplifies this dynamic role, demonstrating how financial frameworks can be leveraged to meet sustainability objectives and deliver value to diverse stakeholders. Another challenge is the growing complexity of regulatory compliance. The CFO’s role in this energy transition is multifaceted.

Finance 98

Finance Profit and Loss CFO Leadership 98

E78 Partners

DECEMBER 12, 2024

Automation Solutions: Streamlining Back-Office Operations The operational complexity of private equity, from regulatory compliance to financial data management, can burden resources and divert attention from strategic priorities.

Technology 52

Technology Compliance Leverage Valuation 52

CFO Talks

MARCH 13, 2025

Now, picture the opposite: instant access to real-time financial insights, automated compliance checks, and AI-driven forecasts guiding your next move. Reducing Errors and Ensuring Compliance Mistakes in financial reporting can be costly. This is the power of Financial Information Systems (FIS).

Financial Reporting 52

Financial Reporting IFRS Compliance Problem Solving 52

E78 Partners

JUNE 21, 2024

Private equity (PE) firms are constantly looking for ways to improve their operations and create value for their shareholders, and outsourcing their tax and compliance operations is one way this can be made possible.

Compliance 59

Compliance Leverage Finance Technology 59

CFO News

MAY 5, 2025

With ESG compliance gaining traction, technology emerges as a vital tool for streamlined sustainability reporting. SEBI's BRSR mandate pushes Indian companies towards integrating sustainability, while firms like WOCE leverage AI and automation to enhance ESG data management.

Technology 40

Technology Compliance Leverage 40

CFO Talks

NOVEMBER 11, 2024

As a CFO, accurate VAT recording is crucial to avoid penalties and ensure compliance. Simplifying Tax Compliance Efficient Record-Keeping Regularly updating tax records is essential to simplify tax filings and minimise compliance risks.

Compliance 52

Compliance CFO Leverage Tax Planning 52

Future CFO

SEPTEMBER 2, 2024

Concurring with this assessment, Sunil Wahi , vice president of APAC solution engineering, applications at Oracle , says there is strong potential for AI to be leveraged in different use cases to help draw insights and make businesses more compliant and efficient.

Compliance 116

Compliance Leverage Forecasting Risk Management 116

Bramasol

MAY 9, 2022

Regardless of which revenue generating model your company wants to apply, BRIM along with related SAP finance and compliance applications help optimize and consolidate business processes for sales, delivery, and billing. SAP BRIM provides a portfolio of integrated solutions that can be deployed individually or in a holistic approach.

SAP 94

SAP Leverage Invoicing Compliance 94

CFO Plans

JANUARY 20, 2025

A practical step is to establish a tax compliance checklist. Leverage Technology to Avoid Tax Season Stress One of the most effective ways to avoid tax season stress is to leverage technology. Leverage Technology to Avoid Tax Season Stress One of the most effective ways to avoid tax season stress is to leverage technology.

Tax Planning 52

Tax Planning Compliance CFO Planning 52

Future CFO

FEBRUARY 16, 2025

Data intelligence is at the heart of this transformation a critical enabler of strategic decision-making, operational efficiency, and regulatory compliance. By leveraging data intelligence, finance leaders can better evaluate macroeconomic indicators, hiring trends, and sales patterns to predict future needs and challenges."

Finance 64

Finance Forecasting CFO Compliance 64

E78 Partners

FEBRUARY 10, 2025

With our expertise in technology expense management (TEM) , we empower organizations to control budgets, ensure compliance, and optimize technology investments. These tools can provide insights into usage patterns and automate renewals to avoid overpayment or non-compliance.

Compliance 52

Compliance Budgeting Cost Management Leverage 52

CFO Thought Leader

JANUARY 6, 2025

If I was to give you a little bit more color on what that means, we leverage demand forecasting to help businesses schedule the right number of employees at the right time. Our compliance tools ensure (that) our customers are adhering to everything compliance-relatedbreak policies, overtime regulations, wage rules.

CFO 52

CFO Leadership Compliance Concentration 52