This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
In today’s dynamic financial services industry, establishing expertise is about more than just crunching numbers. Missed tax deductions and compliance penalties are common pitfalls that can seriously harm financial health. It’s about unraveling the stories behind those digits to offer actionable insights.
Leila is the founder of My RIA Lawyer, a compliance and legal services firm based in Alpharetta, Georgia, that serves RIAs, broker-dealers, and other financial services companies. My guest on today's podcast is Leila Shaver.
Running the Numbers Without Running from the Truth No one sees the cracks forming in a businesss foundation quite like the CFO. Before the headlines, before the boardroom fallout, the numbers tell a story – and its your responsibility to make sure its the truth. You see the numbers before anyone else.
Hand Over the Numbers and Focus on What Matters Lets be honest, handling finances isnt everyones favourite job. Instead of struggling with numbers, spreadsheets, and financial rules, you can get an expert to handle it for you. Finance isnt just about adding up numbers. Then theres tax and compliance.
When we talk about “compliance and security," most companies want to ensure that steps are being taken to protect what they value most – people, data, real or personal property, intellectual property, digital assets, or any other number of other things - and it’s more important than ever that safeguards are in place. Bales, Esq.
Late-stage VCs will inspect your business from every angle – from recurring revenue charts to compliance checklists – before writing that big check. As a CFO or Head of Finance at a SaaS company , you’ll need to pivot from the scrappy “move fast” mindset to a more polished, investor-ready approach. What got you here won’t get you there.
While compliance is mandatory, e-invoicing can bring significant benefits to businesses if approached strategically. When planning your implementation, think beyond compliance. Without it, you risk compliance issues, transaction delays, and even financial penalties. Whats in It for You? Errors can lead to rejected invoices.
Numbers Never Lie but They Rarely Tell the Whole Story For too long, financial analysis has been seen as a back-office functionprocessing numbers, producing reports, and ensuring compliance. This approach assumes the numbers tell the full story, but they rarely do. The problem?
In an interview with PYMNTS, Lilia Metodieva, managing director at Monneo , said virtual international bank account numbers (IBANs) can help firms gain scale internationally, and customize payments to serve the needs of their end customers. Platforms and single access points help bridge the gap between traditional banks and eCommerce.
CPAs know the drill: taxes, compliance, rinse, repeat. By upskilling your accounting practices and shifting focus from tax compliance to the strategic movement of money, you can transform your role from reactive accountant to proactive financial strategist. 📊 Profit & Loss and Balance Sheets decoded for max impact.
The breaches resulted in a number of lawsuits that were eventually combined into a single class action complaint before Judge Ada Brown of the U.S. ET Unlocking Business Value Through CBAM Compliance Presented by studioID and SAP 26 JUN Webinar | 2 p.m. You can unsubscribe at anytime. The judge has scheduled a Dec. TechTarget, Inc.s
As such, their responsibilities include: budgeting and forecasting, managing mergers or acquisitions, and handling compliance issues. As such, a CFO is especially valuable for a company that is growing quickly, employs a large number of employees, and/or has complex product lines.
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.
The UAEs compliance with OECD demands is being administered by the Ministry of Finance. To encourage research and development, in 2026, the UAE will offer a R&D tax incentive comprising a 30-50% tax credit, refundable depending on the revenue and number of employees of the business in the UAE, WAM stated.
Speaker: Claire Grosjean, Global Finance & Operations Executive
While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise. Compliance and Risk Considerations ✅ Navigating data-driven finance while staying audit-ready. Master the balance between analytics and action.
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).
Chris Stanley is the Founding Principal of Beach Street Legal LLC, a law practice and compliance consultancy whose sole purpose is to help entrepreneurial investment advisers and financial planners succeed. Compliance policies and procedures manual. The adviser discloses its compliance with these conditions in its Brochure.
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.
Identifying and Overcoming Ethical Dilemmas in Business In the corporate world, numbers might drive decisions, but values define leadership. How to Handle It: Immediately report the matter to the compliance or legal team. As a CFO your influence extends beyond financial reports and budgets.
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. This method provides flexibility but can lead to revenue fluctuations.
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. Illustrating the pace of change, Joe noted that this number would rise to 100% within the next decade.
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.
It ensures that numbers align with predefined standards, eliminating discrepancies that could distort financial reports or lead to compliance issues. Data validation is the process of verifying that financial data is accurate, consistent, and formatted correctly before it is stored or used.
We also talk about how Travis built the onboarding and compensation plans for his own (contracted) student loan consultants to scale the business while incentivizing them to take on a greater volume of meetings (and still ensuring that they could give high-quality student loan advice), how Travis decided to diversify his business's income streams when (..)
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.
“The ISSB has received tremendous support throughout its consultations and currently, there is a growing number of jurisdictions which are consulting on or considering the adoption of the ISSB’s standards,” concludes Goh. The post Delivering value beyond compliance with ESG reporting appeared first on FutureCFO.
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that following the change of administration (and a new incoming chair of the SEC), the Investment Adviser Association is seeking to find ways to help RIAs (particularly smaller firms) manage the compliance responsibilities they (..)
Geidea’s instant onboarding solution is particularly significant due to the rapid growth of digital-payment adoption across the region and the increasing number of microenterprises entering the formal economy. The solution offers real-time, secure, automated collection processes while ensuring regulatory compliance.
And ensuring compliance with global reporting standards is what keeps that lens clear, trusted, and investment-ready. While many CFOs focus on getting the numbers right, those who truly lead focus on getting the reporting right. The most respected CFOs in any industry are not simply stewards of compliance.
Its not merely numbers on a page but its the heartbeat of accountability and the foundation of trust with external stakeholders, particularly investors. Investors rely on your numbers to make informed decisions. More focus on strategic decision-making instead of crunching numbers. Financial reporting is no different. The result?
The agency said scope 3 was removed due to a large number of comments concerning compliance costs, as well as the consistency and reliability of scope 3 data.
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).
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with a recent survey indicating that a majority of advisors are viewing new client acquisition as their primary challenge in the current competitive environment for financial advice (followed by compliance and technology management) and suggests (..)
The IPO market has also seen a resurgence, with 13 IPOs each aiming to raise $100 million or more filed in January 2025 alone , marking the highest number of sizable IPO filings in a single month since early 2022. Maintain compliance with ongoing disclosure and transparency requirements.
Someone who knows the numbers inside out, can explain the movements, and understand what those numbers mean for the business. Youll hear things like, Ops didnt send their numbers in time, or Thats not my line, I just posted what I was given. Compliance is non-negotiable, of course. But accountability goes a step further.
Looking back, Seymour tells us she has consistently applied a storytelling through numbers philosophy. 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.
What is IFRS Compliance? For multinational companies, compliance with IFRS is often not just a choice but a requirement. If an investor in Japan wants to invest in a UK-based firm, IFRS compliance reassures them that they can trust the numbers in the financial statements. Why is it important?
In order to deliver the best service to their clients, financial advisors often take on responsibilities beyond giving financial advice, including compliance, marketing, team management, and other operational duties. Over time, this can easily lead to overwhelm – or, eventually, even burnout.
Analytical Thinking: Turning Data into Actionable Insights Numbers may tell a story, but without analysis, they’re just noise. It’s not just about seeing the numbers—it’s about understanding their story. Implement advanced analytics tools to visualise data and uncover hidden opportunities.
As the role of the finance leader evolves beyond compliance and control, strategic decision-making increasingly relies on the intelligent use of data. Its the quality, relevance, and timing of information that separates high-performing finance functions from reactive number-crunching. But not just any data.
The ability to analyze numbers and translate them into actionable strategies has always intrigued me. Early in my career, I realized that finance is not just about managing numbers—it’s about empowering organizations to make informed decisions, optimize resources, and achieve long-term goals.
a ski chalet), assessing whether it will lead to greater overall wellbeing, or, alternatively, more stress, is more challenging Enjoy the 'light' reading!
As a CFO, youre not just crunching numbers. So, what does good governance really mean, and how can you leverage it not just for compliance, but for control, credibility, and competitive edge? It shifts governance from compliance to outcomes. Lead integrated reporting that connects numbers to purpose. but Did it work?
They must navigate a web of challenges ranging from cyber threats and regulatory compliance to the intricacies of global supply chains. Supplier risk, cyber risk, and regulatory compliance, such as Know-Your-Customer (KYC) and anti-fraud, now play a big role in business decisions. Here’s where credit bureau reports fall short: 1.
We organize all of the trending information in your field so you don't have to. Join 39,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
Let's personalize your content