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Weekend Reading For Financial Planners (March 23-24)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the SEC has recently been cracking down on firms for recordkeeping failures related to electronic communications, including their use of text messaging with prospects and clients.

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Using automation to jump over the hurdles of Cash Conversion Cycles

Future CFO

Collaborating closely with technology partner Esker Asia, the company moved from 85% paper-based invoices to handling 95% electronic invoices today. Collaborating closely with technology partner Esker Asia, the company moved from 85% paper-based invoices to handling 95% electronic invoices today.

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Four Key Insights and Trends from the SAP Insider Event

Bramasol

We saw a steady stream of booth traffic, great questions about our demos, excellent audience interaction at John Froelich's presentation on " Powering Digital Transformation with SAP Quote-to-Cash", and lots of sidebar conversations at lunches, dinners and on the show floor.

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902: Finding Your Fire | Celeste Ackert, CFO, Fairmarkit

CFO Thought Leader

However, what’s important to note is that this period predated the wide deployment of EDGAR, the database system that electronically automates the collection, validation, and acceptance of financial documents by the government’s SEC division. We hear this repeatedly on earnings calls.

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Visa: Forging A ‘Network Of Networks’ To Modernize B2B Payments

PYMNTS

From a lack of supplier acceptance of electronic payments to outdated infrastructure within accounts payable (AP) departments, the B2B payments ecosystem still has much room for improvement on multiple fronts. Moving the needle in the journey away from paper checks isn’t a one-sided battle, either. An Ecosystem Approach.

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3 Types of Nonprofit Fraud to Watch Out for Today

The Charity CFO

Fraud losses in the charitable industry destroy an organization’s reputation, future financing opportunities, and capacity to carry out its mission. So let’s take a look at what nonprofit fraud looks like so you can know what to look for and help keep your organization out of trouble. . How was this fraud uncovered?

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How P&C Insurer TMNAS Is Leveraging Digital Payments During The Pandemic

PYMNTS

Checks have historically dominated the property & casualty (P&C) insurance industry as the primary way insurers paid their policyholders and vendors, but paper-based payments have limits that have become prevalent during the pandemic. We are moving into an electronic world, and the speed of payments is very important,” Kelly said.