E78 Partners

SEPTEMBER 27, 2024

Data privacy and security are at the forefront of concerns for most organizations. Information security can be especially complex to implement and monitor across portfolio companies and sponsors. This is why SOC 2 compliance is critical. At E78, we understand the gravity of this responsibility.

Compliance 59

Compliance Securities Leadership Prioritization 59

Global Finance

JUNE 11, 2025

. “APIs play a leading role in driving real-time connectivity between Standard Chartered and our clients across both traditional and digital assets,” says Margaret Harwood-Jones, global head of Financing and Securities Services. ” This year, the race shows no signs of slowing down.

Compliance 52

Compliance Foreign Exchange SAP Banking 52

The Charity CFO

APRIL 11, 2025

When it comes to securing funding, your budget serves as a narrative tool, helping funders understand your mission, your needs, and your impact. For example: A government grant might prioritize detailed evidence of your programs efficiency and sustainability, including administrative costs and compliance plans.

Nonprofit 81

Nonprofit Budgeting Prioritization CFO 81

E78 Partners

SEPTEMBER 27, 2024

Data privacy and security are at the forefront of concerns for most organizations. Information security can be especially complex to implement and monitor across portfolio companies and sponsors. This is why SOC 2 compliance is critical. At E78, we understand the gravity of this responsibility.

Compliance 52

Compliance Securities Leadership Prioritization 52

PYMNTS

DECEMBER 16, 2019

Courtneidge discussed those challenges in a recent interview with PYMNTS, noting that as FinTech innovation continues to solve the biggest B2B payments friction points, service providers are tasked with simultaneously prioritizing compliance — two goals that don’t always go hand in hand. Mixing Innovation With Compliance.

Compliance 81

Compliance B2B B2C Banking 81

E78 Partners

MARCH 18, 2025

Key Insight: Operating partners should prioritize strategic M&A approaches that integrate growth enablers like IT infrastructure , cybersecurity, and insights based on thoughtful data analysesall serving as critical value levers. The window for action is narrow, and the firms that move decisively will secure the best outcomes.

Prioritization 52

Prioritization Valuation B2C Healthcare 52

CFO Plans

JANUARY 12, 2025

Financial Stress Management and Entrepreneur Mental Health Financial stress management is more than just balancing the books; it’s about fostering a mindset that prioritizes business financial wellness and entrepreneur mental health.

Prioritization 52

Prioritization CFO Compliance Finance 52

E78 Partners

MARCH 19, 2025

Key Insight: Operating partners should prioritize strategic M&A approaches that integrate growth enablers like IT infrastructure , cybersecurity, and insights based on thoughtful data analysesall serving as critical value levers. The window for action is narrow, and the firms that move decisively will secure the best outcomes.

Prioritization 52

Prioritization Valuation B2C Healthcare 52

CFO Dive

JUNE 17, 2025

Successful enterprises often credit use case alignment with broader strategic goals to support project prioritization and taking into consideration available resources and expected timelines. “One The company wanted to democratize generative AI access without sacrificing security. You can unsubscribe at anytime.

CFO 139

CFO SAP Manufacturing Restructuring 139

E78 Partners

MAY 16, 2025

This integration includes combining software, hardware, cloud infrastructure, and workflows so the new organization can operate cohesively and securely. Why IT Integration Strategy Matters When two companies come together, they also bring distinct platforms, architectures, and security frameworks.

Mergers and Acquisitions (M&A) 52

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

CFO Plans

JANUARY 20, 2025

A practical step is to establish a tax compliance checklist. Discover how CFO Plans can help simplify categorizing expenses, generating reports, and ensuring compliance with tax regulations. We prioritize data security and ensure our clients receive real-time financial insights through an agile and professional team.

Tax Planning 52

Tax Planning Compliance CFO Planning 52

E78 Partners

MAY 14, 2025

According to EYs Private Equity Pulse: Key Takeaways from Q1 2025 , 87% of general partners are working with portfolio companies on supply chain impacts, and 75% are prioritizing liquidity and working capital, reflecting a broader trend of cost management that often encompasses IT spend.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Technology Valuation Prioritization 59

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. Meanwhile, Netflix identified the opportunity and successfully transitioned to a subscription-based model, securing long-term success.

Risk Management 52

Risk Management CFO Prioritization Leadership 52

E78 Partners

MARCH 21, 2025

Functional Integration Leads Each business function must own its integration activities while aligning with corporate strategy: Finance and Accounting: Unifies financial reporting, tax structures, and compliance. Prioritize integration areas based on synergy potential and risk. Ensure data consistency while merging platforms securely.

Leadership 52

Leadership Communication Prioritization Compliance 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. “So Complex Compliance.

Compliance 108

Compliance Prioritization Securities Banking 108

Global Finance

OCTOBER 23, 2024

While LLMs represent a significant advancement in the capabilities of AI, particularly in how machines understand and interact with human language, banks are taking a cautious response owing to concerns around regulatory compliance, data privacy and security, model accuracy and reliability, bias, and fairness.

Banking 111

Banking Prioritization Compliance Finance 111

CFO Strategic Partners

MARCH 22, 2025

These benefits segue into ROI-boosting outcomes like better accuracy, reduced operational costs, compliance peace of mind, and real-time insights that support better decision-making. Letting technology take the reins on routine reporting tasks empowers your organization to save time, improve accuracy, and reduce risk.

Technology 52

Technology Leadership Auditing Prioritization 52

CFO Plans

APRIL 14, 2025

Discover more CFO Tax Recovery Strategies to secure your financial future. Creating a Tax Compliance Recovery Plan A comprehensive tax compliance recovery plan is indispensable. This plan should encompass regular training for your financial team on the latest tax regulations and compliance requirements.

Auditing 52

Auditing Compliance CFO Financial Reporting 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

Global Finance

APRIL 4, 2025

Our investments in advanced digital banking solutions, automation, and cutting-edge analytics equip us to offer seamless, secure, and scalable financial services. The governments emphasis on smart infrastructure, fintech innovation, and regulatory modernization has strengthened our digital transformation journey.

Economics 52

Economics Prioritization Leverage Finance 52

https://trustedcfosolutions.com/feed/

MAY 17, 2022

Have you reviewed compliance with local jurisdictions? With security breaches happening all the time, you should be moving to a more secure solution. Once a process is stable for three months, it’s time to move to a collaborative, automated, secure enterprise system and off of Excel. Excel is also very insecure.

CFO 107

CFO Prioritization Invoicing Securities 107

Trade Credit & Liquidity Management

JUNE 11, 2025

In fact, 60% of SMBs go out of business after a security breach. Cybercriminals see small businesses as easy targets because of their limited security resources and infrastructure. What compliance standards do they meet? For a small or medium business (SMB), a single event could completely drain all the company’s finances.

Credit Risk 52

Credit Risk Prioritization Securities Risk Management 52

Global Finance

FEBRUARY 12, 2025

Security and trust Robust cybersecurity measures, such as biometric authentication and multi-factor authentication, are becoming increasingly important as cyber threats grow. Over half of millennials consider strong data security a primary factor in their choice of financial provider.

Compliance 52

Compliance Technology Communication Investments 52

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. It graduated its first cohort in February of this year.

Startups 52

Startups Banking Compliance Investments 52

CFO News Room

NOVEMBER 8, 2022

Current privacy regulations, however, prioritize governments and firms over consumers. Admittedly, it is a good first step in bringing attention to issues of data security and creating a uniform law enabling consistency among all EU members. For instance, these policies leave governments exempt from compliance. Ethan Yang.

Prioritization 130

Prioritization Economics Concentration Compliance 130

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

PYMNTS

MARCH 27, 2019

While regulators had transparency and financial security in mind when introducing more stringent requirements for banks following the global financial crisis, financial institutions faced a sudden surge in the burden compliance. The Key To Compliance Is Data.

Compliance 46

Compliance Banking Analyzing Data Prioritization 46

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

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. So, this is where Menlo comes in.

Securities 59

Securities CFO Leadership Restructuring 59

PYMNTS

APRIL 12, 2019

The General Data Protection Regulation (GDPR) represented a new phase in data security and EU regulators’ approach to it. ” Norton warned of the emergence of what he called a “black marketing economy,” in which cybercriminals masquerade as a seemingly legitimate company with a falsely issued GDPR compliance statement.

Compliance 77

Compliance Securities Prioritization Leverage 77

PYMNTS

OCTOBER 5, 2020

The latest AML/KYC Tracker® explores the use of AI to streamline anti-money laundering (AML) and know your customer (KYC) processes, changing customer expectations for bank security measures, and an in-depth look at how eCommerce platforms keep money launderers away from their storefronts. Developments Around The AML/KYC Space.

Compliance 56

Compliance eCommerce Prioritization Leverage 56

PYMNTS

SEPTEMBER 8, 2020

In the mad dash for small firms to secure capital, many sought their PPP loans from banks other than their usual financial service providers, creating a logistical nightmare for financial institutions (FIs) that still rely on manual and outdated customer onboarding workflows. When the U.S. On Tuesday (Sept. On Tuesday (Sept.

Compliance 79

Compliance Prioritization B2B Banking 79

The Finance Weekly

JANUARY 1, 2023

In addition to being a year of instability and economic challenges, 2022 was also a year of increased focus on compliance and data security. The article discusses why compliance and independently verified reports, and SOC reports in particular, are important for a healthy business. Click , here to read. Read the , full article.

Finance 98

Finance Compliance Economics Forecasting 98

PYMNTS

DECEMBER 22, 2016

Researchers at cybersecurity analytics company RedSeal released a survey this month that explores why businesses aren’t adequately approaching their security strategies, and it comes in the context of new data from IBM Security that finds U.S. Meanwhile, 20 percent cited a lost device for the cause of a breach.

Compliance 68

Compliance Securities Prioritization Treasury 68

PYMNTS

SEPTEMBER 22, 2020

As such, online shopping for small retailers must be streamlined, efficient, and most importantly, secure. Yet for small vendors, prioritizing the buyer experience can be a challenge with limited resources. Visibility And Security.

B2B 94

B2B eCommerce Prioritization Securities 94

The Finance Weekly

OCTOBER 9, 2022

For instance, software that automates regulatory compliance tasks can , free up time for employees while lowering errors that can be quite expensive. IT can assist Finance in securing sensitive financial records. Another way that IT assists Finance through collaboration is by securing sensitive records.

Finance 98

Finance Budgeting CFO Forecasting 98

E78 Partners

JUNE 4, 2025

The signal is clear: firms that prioritize and operationalize their technology strategy arent just improving performancetheyre reshaping portfolio outcomes. Risk Mitigation: Robust tracking protects against audit penalties, security lapses, and regulatory noncompliance. security gaps, licensing risks) and quantify tech-enabled upside.

Technology 52

Technology Prioritization Auditing Compliance 52