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

DECEMBER 14, 2023

The number of subscribers has grown significantly, from around 370 in 2015 to over 20,000 in 2022. In addition, a s detailed in this previous blog post, SAP's RISE and GROW initiatives are key enabling technologies for helping companies migrate to S/4HANA in the cloud. SAP operates 57 data centers at 32 locations in 15 countries.

Technology 88

Technology SAP IFRS Compliance 88

FISPAN

MAY 24, 2022

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. Illustrating the pace of change, Joe noted that this number would rise to 100% within the next decade. You don’t get the leverage.

Compliance 98

Compliance CFO Banking Numbers 98

PYMNTS

DECEMBER 10, 2020

Thousands of other cryptocurrencies began circulating on crypto exchanges in recent years, such as Ethereum, Monero and Ripple, many of which leverage blockchain technology to serve as a transaction database. Enforcing AML/KYC Compliance At Cryptocurrency Exchanges. in 2015 and a staggering $13,421.44

Compliance 88

Compliance Treasury Currencies Leverage 88

PYMNTS

JULY 8, 2019

and compliance teams would manually check onboarding customers to make sure their records were clear. Wiping out the manual process and handling compliance in an automated fashion can propel companies forward,” Meier said. A client who passed through compliance checks on day one might not be compliant on day 500, for example.

Compliance 80

Compliance Financial Systems Leverage Banking 80

Nerd's Eye View

APRIL 22, 2024

Notably, different affiliate platforms have different payout rates; those that pay out the most (and thus have the lowest fees) tend to cover relatively few functions such as compliance and technology, while those that pay out the least (and therefore have the highest fees) cover a significant amount of the advisor's overhead costs.

Compliance 87

Compliance Leverage Practice Management Numbers 87

PYMNTS

SEPTEMBER 16, 2019

Despite announcements last month that the deadline for Strong Customer Authentication (SCA) compliance will be extended , the original proposed deadline approaches next week. The latest PSD2 Tracker looks into how EU merchants and retailers could leverage biometric authentication to better comply with SCA. Previous efforts for the U.S.

Compliance 52

Compliance Communication Leverage Securities 52

PYMNTS

OCTOBER 13, 2016

Regulation and compliance can be a tough space for many to wrap their heads around. As technology advances, the threat to digital security and identity protection becomes greater, forcing regulations to quickly adapt. Compliance Decoded. Why Compliance Is Going Social.

Compliance 76

Compliance Leverage Technology Securities 76

Future CFO

DECEMBER 11, 2023

The following are ways a finance leader can help staff through leveraging automation : Reduce manual data entry. In utilising automation to link returns using a tax ID number, an organisation's staff doesn’t have to make the same changes across multiple documents. Collaborate in real-time with clients. Detect inaccuracies.

Compliance 52

Compliance Leverage Finance Accounting 52

PYMNTS

OCTOBER 30, 2020

We have deep dives on cloud technology, business-to-business (B2B) payments and Visa’s deal to acquire YellowPepper. The “whose customer is it” question is now at the core of a number of the platform dynamics at play today and experiences that shoppers and retailers have with those platforms. Trackers And Reports . In the U.S.,

B2B 64

B2B Technology Pharmaceutical Transportation 64

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

Bramasol

JANUARY 13, 2023

Leveraging AI and machine learning to improve network management, security and performance. Heightened emphasis on building in sustainability and ESG compliance for network operations. It’s used today by most of the largest Media and Telecom companies in the world, as well as a growing number of mid-sized telecom companies.".

SAP 90

SAP Compliance Leverage Entertainment 90

Fpanda Club

MARCH 27, 2023

Many finance professionals are starting to feel that they are too focused on historical data, reporting, compliance, etc. But first, it should be probably mentioned what FP&A is not about: IT’S NOT ABOUT NUMBERS, REPORTING OR CODING. LinkedIn is full of advice, courses and trainings focused on this transition.

Finance 130

Finance Auditing Compliance CFO 130

PYMNTS

OCTOBER 5, 2020

Financial institutions (FIs), payment providers and FinTechs are deploying numerous technologies to keep money launderers away, including artificial intelligence (AI) and data analytics. Deep Dive: Leveraging AI And ML To Prevent Money Laundering. trillion annually over the next several years.

Compliance 56

Compliance Prioritization eCommerce Leverage 56

Future CFO

OCTOBER 4, 2023

But although accountants are optimistic on said digital developments , the professionals still see the main benefit of technology as offering efficiency and process improvements. In the survey, 52% of the respondents ranked efficiency, internal process optimization or cost savings in their top three objectives in adopting a new technology.

Accounting 52

Accounting Compliance Leverage Technology 52

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. This transformation is driven by several factors, including rapid technological advancements, globalization, and an increasingly complex regulatory landscape.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

PYMNTS

SEPTEMBER 17, 2020

Dubbed the next-generation digital platform, it is expected to use an application programming interface API, a computing interface which defines interactions between multiple software intermediaries, and cloud technology to provide common processing services. “We

Compliance 139

Compliance Leverage Accounting Planning 139

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. billion by 2025, up from $74.4

B2B 87

B2B Prioritization Compliance Budgeting 87

CFO Thought Leader

APRIL 11, 2023

Read More Unlike many of his Lehman colleagues, Chrnelich was able to find a silver lining in Wall Street’s economic turmoil—in his case, this took the form of employment as CFO of a technology business created by NYSE to serve Wall Street clients. Over the past several years, we’ve grown through a number of acquisitions.

CFO 52

CFO Communication Numbers Finance 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 Thought Leader

APRIL 23, 2024

As a finance executive, Bansal was responsible for providing some of the routine financial insight required to steer the firm through rapid growth phases and was instrumental in preparing it for its public offering—a task that involved rigorous financial restructuring and compliance readiness. Bansal, however, not only stayed on but thrived.

CFO 59

CFO Securities Leadership Restructuring 59

PYMNTS

SEPTEMBER 29, 2020

In a podcast interview with Karen Webster, Harpreet Grewal , chief operating officer of Volante Technologies , said that several friction points still exist in corporate banking, but they are issues that can be solved through the joint efforts of traditional financial institutions (FIs), FinTechs and cloud technologies.

Leverage 93

Leverage Compliance Banking Technology 93

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

OCTOBER 30, 2020

Slow compliance checks and sluggish processing times are commonplace, especially on the legacy systems still used by many banks around the world. Automating Compliance. Cash payments are quickly falling to the wayside, with only 26 percent of all U.S. consumer purchases made with cash.

Compliance 91

Compliance Entertainment Auditing Banking 91

PYMNTS

JUNE 11, 2020

While the corporate accountant was already along a transformational journey pre-pandemic — shifting from number-cruncher to strategic adviser — Ross Hampton , head of business development for the Americas at CaseWare , recently told PYMNTS that this shift will accelerate and begin to take a new direction.

Economics 77

Economics Accounting Auditing Forecasting 77

Bramasol

JULY 14, 2022

From an enterprise standpoint, an IDG Market Pulse survey of North American companies with over 1000 employees indicated that, " the mean number of data sources per organization is 400. More than 20 percent of companies surveyed were drawing from 1,000 or more data sources to feed BI and analytics systems."

SAP 77

SAP Compliance Leadership Healthcare 77

PYMNTS

SEPTEMBER 9, 2019

The ideal cross-border payment solution provides speed, security and compliance and transparency, while also being ubiquitous enough to be widely available for use. Legacy payment cannot meet all five of these requirements — but real-time payments solutions can.

Compliance 69

Compliance Construction Leverage Securities 69

Planful

SEPTEMBER 1, 2016

The pre-conference event that I attended and spoke at was the 7th Annual Transformative Technologies in Accounting Workshop, which represents a sub-group of AAA focused on Strategic and Emerging Technologies. Hip, Cool, and Relevant Accounting Technologies. Heady stuff and certainly an emerging technology to watch.

Technology 40

Technology Accounting Auditing Reconciliations 40

PYMNTS

SEPTEMBER 21, 2020

billion transactions for potential suspicious activity and screened more than 157 million transactions for compliance with applicable sanctions requirements. Much of those revamped efforts come, perhaps not surprisingly, through advanced technologies. It's the combination of these technologies that becomes powerful.".

Banking 139

Banking Leverage Compliance Currencies 139

Bramasol

JULY 31, 2023

In order to take these bundling scenarios to an optimal level, medical equipment makers need to leverage more integrated solutions that bring all the backend processes together in a seamless end-to-end environment that meshes with compliance and reporting mandates.

Accounting 75

Accounting SAP GAAP IFRS 75

The Finance Weekly

MARCH 5, 2024

Surprisingly, Excel was the number one solution, despite being the nemesis of IT professionals. Meanwhile, larger enterprises are updating their older technology stacks with superior and more robust alternatives. This question was tricky, and we were eager to see the results.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Leverage Cash Management 52

The Charity CFO

NOVEMBER 30, 2023

A missing record or inaccurate numbers make it difficult for the auditors to verify financial transactions. A good nonprofit accountant can help double-check your work and keep your records in compliance. In fact, we often warn that nonprofits do not pay enough attention to their compliance with the Department of Labor and the IRS.

Nonprofit 52

Nonprofit Auditing Compliance Education 52

PYMNTS

MARCH 25, 2019

The numbers are sobering. Cohen described the numbers tied to ill-gotten gains as “eye-opening and [likely to] raise flags for the regulators. As they stand now, Cohen said, the software and tech solutions leveraged by FIs – and the mindset behind their deployment in general – are equivalent to the horse and buggy.

Compliance 78

Compliance Leverage Banking Technology 78

Future CFO

APRIL 6, 2021

Singaporean finance professionals are shifting their priorities to address a technology acceleration gap. Organisations have leveraged technology to support their finance functions throughout the pandemic. A similar number (32%) also find it challenging to change their organisation’s data protection policies, the report says.

Finance 40

Finance Budgeting Compliance Communication 40

PYMNTS

MAY 2, 2019

Their partnership will focus on promoting regulatory compliance and digitization of cross-border trade , with the NextGen solution providing analysis of trade transactions, natural language processing to assess unstructured data and customer activity and process automation that aligns bank resources and policies. ” . ”

Compliance 53

Compliance Treasury Leverage Numbers 53

CFO News Room

NOVEMBER 12, 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” Kenneth Corbin | Barron’s).

Planning 130

Planning Compliance Leverage Investments 130

PYMNTS

AUGUST 7, 2020

The research also noted a 40 percent increase compared to February in the number of blocked attempts to guide users to phishing websites for one of the most-visited gaming platforms. . Online gambling compliance experts are also predicting that cybercrime will sharply rise in the coming months.

Compliance 89

Compliance Entertainment Securities Accounting 89