The Finance Weekly

JANUARY 1, 2023

Once again 2022 was not a boring year, both for world events and finance in particular, and the growing number of readers and widely diverse range of topics attests to that. In addition to being a year of instability and economic challenges, 2022 was also a year of increased focus on compliance and data security. Click , here to read.

Finance 98

Finance Compliance Economics Prioritization 98

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 Auditing Compliance Invoicing 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 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

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

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 64

Construction Compliance Cash Management Treasury 64

PYMNTS

APRIL 4, 2019

Credit union (CU) associations and service providers are pushing for the adoption of technology to help with security and compliance. million: Number of credit union members in the U.S. 20 percent: Share of CUs that prioritized growing mortgage loans in 2019, down from 52 percent in 2018. All this, Today In Data.

Technology 46

Technology Prioritization Compliance Startups 46

Spreadym

AUGUST 25, 2023

Headcount planning is a strategic process used by organizations to determine the optimal number of employees needed to achieve their business goals and objectives. The goal of headcount planning is to ensure that an organization has the right number of employees with the right skills in the right positions at the right time.

Planning 52

Planning Budgeting Forecasting Leadership 52

Bramasol

DECEMBER 14, 2023

The number of subscribers has grown significantly, from around 370 in 2015 to over 20,000 in 2022. By prioritizing ESG and adopting proactive strategies, large enterprises can enhance their reputation, resilience, and deliver higher value in an increasingly ESG-focused business landscape.

Technology 88

Technology SAP IFRS Compliance 88

Michigan CFO

SEPTEMBER 29, 2021

For businesses that must adhere to specific data security compliance standards, going digital can help simplify the process with the help of a CFO to ensure accuracy. However, if your CFO possesses deep manufacturing experience, then you can better prioritize investments that provide tangible business benefits.

Manufacturing 52

Manufacturing CFO Compliance Forecasting 52

CFO News Room

JANUARY 22, 2023

For instance, one of my executive coaching clients was a new VP of HR who inherited a team which the businesses traditionally ignored on strategic issues and only called on them for basic tactical and compliance-tracking needs. He wanted to be elected partner, which would depend on how many transactions he could bring to fruition.

Prioritization 130

Prioritization Leadership Compliance Communication 130

CFO News Room

JANUARY 8, 2023

Doing this requires the board to prioritize budget for upgrading IT foundations that enable speed, security, resiliency, and reusability. Automating testing or compliance can have a huge impact in terms of freeing up engineer capacity to do what they love. This isn’t just a productivity issue; it’s a talent issue.

Budgeting 130

Budgeting Securities Economics Technology 130

CFO News Room

NOVEMBER 5, 2022

We also have a number of articles on taxes and end-of-year planning: The importance for advisors of understanding current RMD rules to ensure their clients take the proper distributions (and avoid a 50% penalty in the process!). Jeff Berman | ThinkAdvisor). in 2023 and the annual deductible will decline by $7 to $226.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Profit and Loss Investments Valuation 130

PYMNTS

AUGUST 14, 2018

No, not just in homeownership, but in business, too – and especially when it comes to upstart FinTech firms grappling with an ever-onerous compliance landscape. In the world of transaction monitoring for compliance, the spreadsheet becomes the all in all: a ledger, analytics, tracking, case management and auditing tool. Build vs. buy.

Compliance 40

Compliance Auditing Risk Analysis Prioritization 40

The Finance Weekly

MARCH 5, 2024

Surprisingly, Excel was the number one solution, despite being the nemesis of IT professionals. As anticipated, smaller companies with up to 150 employees tend to prioritize productivity. Their innovation lies in streamlining payment workflows, improving compliance, and facilitating strategic financial planning.

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

MAY 23, 2017

In this edition of the PYMNTS’ Commander in Chief Series , Western Union President Odilon Almeida shares a day in the life as leader of one of the largest global person-to-person money transfer networks, what smartphones have done for the payments space and why security and compliance are always key in a game where the rules are changing every day.

Compliance 76

Compliance Risk Management Prioritization Retail 76

PYMNTS

SEPTEMBER 21, 2017

According to Tungsten, the number-one reason companies are spending so much time on manual procure-to-pay processes is the high proportion of paper invoices they receive, while nearly the same number of survey respondents blamed most of the time crunch on the fact that they receive too many invoices not based on purchase orders.

Invoicing 53

Invoicing Prioritization Compliance Numbers 53

PYMNTS

DECEMBER 12, 2017

According to their announcement , Travelport will link its POS tool Travelport Smartpoint with Conferma’s solution for hotel billback and Virtual Card Numbers to streamline travel agencies’ payments to hotels on behalf of corporate travelers using virtual cards. The company announced news on Monday (Dec.

Reconciliations 40

Reconciliations Prioritization B2B Compliance 40

PYMNTS

AUGUST 15, 2019

Justin Ferrabee, chief operating officer of Canadian payments clearing and settlement system operator Payments Canada, told PYMNTS in a recent interview that reliable data is also key to supporting anti-money laundering (AML) and know your customer (KYC) compliance efforts. . Interoperability And Adoption .

Treasury 58

Treasury Prioritization Compliance B2B 58

PYMNTS

JUNE 18, 2019

A lower number (62.0 percent) and compliance and monitoring (66.7 percent of the platforms that are “very” satisfied with their anti-fraud systems will prioritize processing relationships while far fewer (37.9 False positives are one of the leading drivers of these costs. percent) factored cyberfraud into their overall costs.

Foreign Exchange 51

Foreign Exchange B2C Prioritization Budgeting 51

Planful

MAY 24, 2017

It starts with defining the goals, objectives, and strategy of the business and, as part of that, identifying enterprise risks and prioritizing them as a team. What’s the Right Number of Risks to Focus On? One example given was an organization that started off with 30 identified risk factors, then prioritized them down to 10 key ones.

Risk Management 40

Risk Management Prioritization CFO Leadership 40

PYMNTS

MARCH 4, 2020

The digital transformation across any number of verticals — from retail to healthcare — has fostered a consumer mindset that demands deep engagement, speed and convenience. He said treasurers are interested in the prioritization of simplicity and usability over features, and integration and interoperability are top of mind.

Banking 81

Banking Cash Flow Forecasting Forecasting Prioritization 81

PYMNTS

APRIL 5, 2016

CFOs Prioritize. A survey found that, this year, CFOs will prioritize the planning and business analysis processes but that compliance management is also a significant weight on their minds. The number four priority for 2016 also involves acknowledging that not all metrics are created equal. percent reduction in budget.

Leadership 42

Leadership CFO Prioritization Finance 42

PYMNTS

NOVEMBER 26, 2019

PYMNTS’ Credit Union Innovation Index found that CU members may not prioritize the latest technologies as much as bank and FinTech customers do, but they still value easy-to-use mobile apps and online capabilities. Crunching The Numbers .

Marketing 52

Marketing Leverage Prioritization Advertising 52

PYMNTS

OCTOBER 30, 2020

Businesses also prioritize having up-to-date financial status data that will enable them to carefully oversee liquidity across all their various bank accounts and to make accurate decisions. Managing Cash Flow Reporting in B2B. All they need to do is take the same details they had in the ACH file and put it into an RTP [network] file.”.

B2B 59

B2B Economics Banking Prioritization 59

BlueLight

AUGUST 21, 2020

I expanded our service offering to include outsourced finance, accounting, HR and compliance. Our service covers anything in the back office related to numbers. Compliance ?—?We Staggering cost cuts is an approach that allows you to prioritize what and when you will cut based on different scenarios playing out.

Planning 52

Planning Marketing Startups CFO 52

CFO News Room

DECEMBER 9, 2022

It calls for measures such as requiring a government-issued photo ID to vote, finishing construction of Trump’s border wall, opening new federal land to drilling, and prioritizing ‘working with nations that contribute their fair share to our alliances,’ while expressing skepticism toward multilateral institutions.” But “assume”).

Healthcare 130

Healthcare Numbers Planning Economics 130

The Finance Weekly

AUGUST 27, 2023

Encompassing tasks such as analyzing financial data, creating budgets and forecasts, managing accounting processes, and ensuring tax adherence and regulatory compliance, these advanced solutions empower finance teams to concentrate on strategic decision-making and higher-value tasks.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Forecasting Budgeting 52

PYMNTS

APRIL 22, 2016

This involves treasurers collaborating with their banks and FinTech providers to forecast the direction of the FX market, while maintaining compliance with corporate policy on hedging. A number of hedge funds across the world made big losses,” stated The Economist following the decision. “Amid the U.S.

Marketing 40

Marketing Foreign Exchange Treasury Currencies 40

CFO News Room

DECEMBER 26, 2022

As 2022 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd’s Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). Executive Summary.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

NOVEMBER 19, 2022

We also have a number of articles on practice management: Why looking inward at their leadership style can be one of the best ways for firm leaders to prevent employee turnover. How advisors can help their clients turn their HSAs into wealth-building machines. Three things other than pay that firms can do to attract currently employed talent.

Planning 130

Planning Leadership Healthcare Accounting 130

CFO News Room

DECEMBER 27, 2022

But no sooner did I start helping people in this layoff situation, I realized, number one, you gotta have empathy. I’ve been to well over 600, almost 700…I’m loose with my numbers here, but over 700 companies in the last 20 years, if not more. You’ve gotta have a deep empathy. Michael: Yeah. John: Yeah.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Manufacturing Marketing 130

CFO News Room

DECEMBER 28, 2022

includes a significant number of Roth-related changes (both involving Roth IRAs as well as Roth accounts in employer retirement plans), though notably, the legislation does not include any provisions that restrict or eliminate existing Roth strategies (e.g., In addition, SECURE 2.0 backdoor Roth conversions). SECURE Act 2.0 From SECURE Act 2.0,

Planning 130

Planning Securities Accounting Tax Planning 130

The Charity CFO

MARCH 2, 2022

A couple things actually, number one, that we’ve alluded to transition in leadership. You, and really oftentimes it’s an understanding of the compliance needs issue, um, and a skillset, frankly, rather than, rather than a… a number of bodies issue. It’s a capacity issue. Tosha Anderson: Yeah.

Nonprofit 98

Nonprofit Auditing Reconciliations Accounting 98

CFO News Room

NOVEMBER 8, 2022

I’ve told her, “Hey, I need you to make visuals of these workflows and really walk through it with advisors and CSAs and associate advisors so that we’re not missing anything from compliance, we’re giving the client experience that we want to be giving.” And so, that can move the numbers, as well.

Restructuring 130

Restructuring Planning Marketing Accounting 130

PYMNTS

APRIL 16, 2018

There are any number of conclusions one might draw after watching the Facebook hearings on Capitol Hill last week. But they all recognized that it was the best way then to reach a massive number of eyeballs. Anyone who gets it down to one minute should definitely get the Nobel Peace Prize.

Advertising 48

Advertising Transportation Numbers Sales 48

CFO News Room

NOVEMBER 1, 2022

And part of the reason we don’t sell anything else is because I came from the world where there was tons of compliance, tons of paperwork. Mindy: I mean, a lot of times they’ll say stuff like, “Time to prioritize this.” So, I will say, let me just preface this with, I am fundamentally lazy. Mindy: Yeah, yeah.

Planning 130

Planning Investments Accounting Math 130