E78 Partners

JUNE 12, 2025

Firms that prioritize this from the outset build more resilient, scalable operations. They streamline functions like accounts payable and inventory tracking while maintaining control and compliance. They align ERP platforms, standardize KPIs, and unify processes across acquired businesses to drive synergy and operational leverage.

Prioritization 52

Prioritization Accounts Payable Leadership Budgeting 52

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

CFO Plans

NOVEMBER 4, 2024

Consider a financial services company that managed to scale its operations by prioritizing cash flow optimization. For financial services firms, these assessments are particularly crucial in navigating regulatory environments and ensuring compliance.

CFO 52

CFO Cost Management Leverage Planning 52

CFO Talks

FEBRUARY 17, 2025

Prioritize Risks Effectively Using a simple four-box model that categorizes risks based on likelihood and impact, businesses can focus on high-priority risks that need immediate attention. BPs failure to enforce safety protocols and prioritize risk management led to one of the most devastating environmental disasters in history.

Risk Management 52

Risk Management CFO Prioritization Leadership 52

The Charity CFO

MARCH 13, 2025

From federal grant compliance to donor transparency expectations, nonprofits must meet a growing list of financial integrity standards. This not only builds trust but also prevents ethical and compliance issues that could put your funding at risk. Misallocating funds can lead to compliance violations and loss of trust from funders.

Nonprofit 52

Nonprofit Auditing Compliance Leadership 52

Global Finance

APRIL 4, 2025

By leveraging our financial expertise and strong regional presence, we contribute to the successful execution of large-scale development projects that drive economic diversification. Al Fulaij: We leverage digital tools to ensure operational efficiency and adherence to evolving standards.

Economics 52

Economics Prioritization Leverage Finance 52

Global Finance

FEBRUARY 4, 2025

Frank Tezzi: Banks face complex headwinds in the current climate, including heightened customer and compliance expectations, rising IT and operational costs, reduced budgets, and evolving product needs. This allows banks to focus on their market differentiators while ensuring they are on modern platforms that meet future product needs.

Finance 52

Finance Compliance Prioritization Leverage 52

Global Finance

FEBRUARY 4, 2025

Anastasia McAlpine: Finastra prioritizes innovation to tackle challenges in the traditionally paper-heavy trade finance industry. We invest in optimizing processes and leveraging advanced technologies like AI to improve efficiency. Global Finance: How does Finastra stay ahead of the curve in trade finance innovation?

Finance 59

Finance Prioritization Leverage Treasury 59

E78 Partners

MARCH 21, 2025

By leveraging a structured post-merger integration plan, organizations can accelerate value realization, maintain stability, and build a strong foundation for long-term success. Prioritize integration areas based on synergy potential and risk. Let E78 help tailor an integration strategy that fits your organizations needs.

Leadership 52

Leadership Communication Prioritization Compliance 52

The Finance Weekly

DECEMBER 1, 2024

Regulatory Compliance - Accurate records are essential for meeting legal and regulatory requirements, especially for publicly traded companies. Here are some common challenges and tips to overcome them: Volume of Accounts - If you’re dealing with hundreds (or thousands) of accounts, prioritize the most critical ones first.

Reconciliations 52

Reconciliations Accounting General Ledger Invoicing 52

The Charity CFO

FEBRUARY 20, 2025

Prioritize Cash Flow Management Even a great budget can fall short without strong cash flow management. Monitor Restricted Funds : Ensure compliance with donor restrictions to avoid operational bottlenecks and keep programs funded appropriately. Cash flow ensures your organization can meet its obligations month-to-month.

Nonprofit 52

Nonprofit Budgeting CFO Prioritization 52

Bramasol

OCTOBER 2, 2024

Prioritizing education and skills development is necessary to remain resilient in a rapidly changing world and help bridge the digital divide in under-resourced communities. These include carbon taxes and ETF trading schemes, emphasizing the urgency to meet data and compliance standards.

SAP 94

SAP Prioritization Education Compliance 94

CFO Plans

APRIL 14, 2025

Additionally, leveraging advanced tax software can automate calculations, significantly reducing the scope for human error. Creating a Tax Compliance Recovery Plan A comprehensive tax compliance recovery plan is indispensable. Staying informed minimizes the risk of non-compliance and the costly penalties that accompany it.

Auditing 52

Auditing Compliance CFO Financial Reporting 52

E78 Partners

MAY 16, 2025

Without a structured plan to align these elements, common challenges include: Siloed data and conflicting systems Redundant tools and increased tech spend Compliance risks from inconsistent security controls Disrupted workflows and employee confusion IT integration isnt merely a technical exercise – its a strategic enabler.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Compliance Prioritization Securities 52

CFO Plans

OCTOBER 9, 2024

As businesses expand, especially within the financial services sector, the intricacies of tax compliance can become a formidable challenge. The stakes are high, with severe repercussions for non-compliance, but these challenges also present immense opportunities for optimization.

Compliance 52

Compliance Tax Planning CFO Concentration 52

PYMNTS

DECEMBER 29, 2020

With it, financial institutions need to strengthen their compliance to mitigate the risk of running afoul of the law. It’s great to see the prioritization on innovation with this bill,” Wingert said, calling the AML regulatory changes important. Complex Compliance.

Compliance 108

Compliance Prioritization Securities Banking 108

PYMNTS

OCTOBER 28, 2020

This growth is in part being driven by new investments in payments automation, particularly those that reduce the impact of compliance-related barriers. FinTechs lack the compliance and legacy system costs that can eat up 65 percent of bank budgets, resulting in this discrepancy. About The Tracker.

B2B 87

B2B Prioritization Compliance Budgeting 87

E78 Partners

MAY 8, 2024

Incident Management: ServiceNow ITSM includes robust incident management capabilities for logging, categorizing, prioritizing, and resolving IT issues and service disruptions efficiently. It provides dashboards and reports for tracking SLA compliance and performance metrics.

Leverage 52

Leverage Compliance Auditing Invoicing 52

Nerd's Eye View

JUNE 28, 2024

Also in industry news this week: How the SEC could target dually registered firms for enforcement of their duties to care for and manage conflicts of interest under Regulation Best Interest and the Investment Advisers Act to send a message to the industry and to clarify its expectations for these "dual-hatted" firms and their advisors Why a shift in (..)

Concentration 75

Concentration Prioritization Auditing Compliance 75

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 92

IFRS Accounting SAP Compliance 92

Global Finance

FEBRUARY 12, 2025

Younger generations are highly conscious of data privacy, and firms that prioritize it are better positioned to win their trust. Transparency Asset managers can leverage technology to streamline compliance and improve transparency, particularly in areas like fees and investment risk.

Compliance 52

Compliance Technology Communication Investments 52

Global Finance

JUNE 14, 2024

Banks are now prioritizing four key areas: liquidity management with a balanced portfolio view including commercial real estate (CRE), enterprise protection with anti-fraud and cybersecurity, operational resiliency and sustainability with climate risk and green products. But, what does an AI-first financial institution look like?

Leverage 93

Leverage Risk Management Concentration Compliance 93

PYMNTS

OCTOBER 5, 2020

A study from identity verification se rvice Trulioo found that 62 percent of consumers prefer onboarding experiences that prioritize security over speed across nearly all industries, but only to an extent. Deep Dive: Leveraging AI And ML To Prevent Money Laundering. trillion annually over the next several years.

Compliance 56

Compliance eCommerce Prioritization Leverage 56

Bramasol

JULY 16, 2024

This new Insights episode provides an overview of these tools and how they can be leveraged to optimize the transition to SAP Cloud Public or Private Editions. Focusing on each of these six dimensions, the clean core concept drives cloud compliance through master data and business process governance.

SAP 99

SAP Reconciliations Leverage Prioritization 99

PYMNTS

JULY 25, 2019

When it comes to regulatory compliance, no corporate is an island. An organization may have the resources to stay on top of ever-evolving regulations, but increasingly, businesses are being held accountable not only for their own compliance standing, but also that of their business partners down the supply chain. Is there an exception?

Compliance 40

Compliance Prioritization B2B Leverage 40

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. 1] Robert Half and Protiviti are members of the Microsoft AI Cloud Partner Program.

Financial Planning and Analysis (FP&A) 115

Financial Planning and Analysis (FP&A) Finance Compliance Forecasting 115

Global Finance

JUNE 6, 2024

The project’s deployment required the collaborative efforts of several bank departments, including business, legal, compliance, engineering, security and IT, as well as outside technology vendors Metaco and Avaloq. Innovation: Blockchain-Based Digital Bond Project Company: China Central Depository & Clearing Co.

Construction 109

Construction Compliance Cash Management Treasury 109

CFO Strategic Partners

APRIL 14, 2025

5 Reasons to Prioritize Financial Literacy Poor financial literacy negatively impacts overall business performance, financial decision-making, fundraising, M&A, and much more. The key is to right-size your borrowing to give you the financial leverage you need without overextending.

Mergers and Acquisitions (M&A) 40

Mergers and Acquisitions (M&A) Leadership Auditing Valuation 40

PYMNTS

APRIL 12, 2019

What’s clear is that GDPR intends to protect data, and researchers have already found a correlation between GDPR-compliant businesses and lower rates of data breaches – perhaps the result of organizations’ prioritizing and investing more in cybersecurity and data protection initiatives to become compliant.

Compliance 77

Compliance Securities Prioritization Leverage 77

Global Finance

JUNE 9, 2025

In addition to financial investments—offered for stakes ranging from 2%-20% in the companies nurtured—Bancolombia offers mentoring for startups in the fields of business-model refinement, regulatory compliance, marketing strategy, operational efficiency, and scaling. Most recently, the center has been investing its resources in Gen AI.

Startups 52

Startups Banking Compliance Investments 52

CFO Talks

NOVEMBER 11, 2024

Once I have a clear picture, I prioritize the challenges based on their impact and urgency. Newly qualified accountants should familiarize themselves with risk assessment frameworks and compliance regulations. Prioritize Tasks: Use tools like to-do lists or digital planners to prioritize tasks based on urgency and importance.

CFO 52

CFO Leadership Problem Solving Communication 52

CFO Plans

SEPTEMBER 24, 2024

Operational accounting services offer crucial support, ensuring financial health and compliance. By leveraging advanced software, businesses can streamline their accounting processes, reduce errors, and save valuable time. Streamlined payroll and accounting services are critical for maintaining operational efficiency and compliance.

Tax Planning 52

Tax Planning Compliance CFO Risk Management 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

VCFO

MARCH 9, 2022

She efficiently handles multiple priorities, can quickly adapt to challenging and fast-paced work environments, and prioritizes building relationships within an organization. In addition, she has also managed and administered a benefits plan with a spend of $155 million and is a subject matter expert in retirement and pension compliance.

Problem Solving 52

Problem Solving Prioritization CFO Compliance 52

CFO Network

MARCH 18, 2024

Whether navigating tax intricacies or ensuring regulatory compliance, outsourcing offers a gateway to expert guidance and support. Yet, reputable outsourced accounting firms prioritize data protection , implementing stringent security measures and confidentiality protocols to safeguard client information.

Accounting 52

Accounting Prioritization Communication Accounting Firms 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. Prioritizing Tasks and Responsibilities In the face of the CFO role’s expansion, effective task prioritization becomes paramount.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

PYMNTS

MAY 6, 2019

Many developers prioritize being able to quickly find specific APIs, connect to them and start coding right away. “It Banks also need compliance strategies to smoothly work with FinTech developers worldwide. The APIs that most appeal to FinTechs are easy to use and tailor, Chaib said.

Banking 74

Banking Securities Prioritization Compliance 74