Strategic Treasurer

MAY 12, 2022

Survey Shows Non-Bank Financial Institutions Prioritizing Security, Compliance, Efficiency. AI and ML Investments Expected to Grow, Supporting Security and Fraud Prevention. Among the top findings were the following points: Security & Fraud Prevention, Compliance, and Efficiency. Strategic Treasurer.

Prioritization 52

Prioritization Compliance Securities Banking 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

NOVEMBER 29, 2024

Elizabeth Burns exemplifies this dynamic role, demonstrating how financial frameworks can be leveraged to meet sustainability objectives and deliver value to diverse stakeholders. While financial performance is critical, we also prioritize community development, environmental stewardship, and local economic support. million annually.

Finance 98

Finance Profit and Loss CFO Leadership 98

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

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. Al Fulaij: We leverage digital tools to ensure operational efficiency and adherence to evolving standards.

Economics 52

Economics Prioritization Leverage Finance 52

CSC Advisors

APRIL 10, 2025

Securing a business loan can be pivotal for growth, operations, or overcoming financial hurdles. Financial Stability and Revenue Patterns Beyond credit, lenders prioritize cash flow and revenue consistency. Choose assets you can afford to leverage without jeopardizing long-term operations.

Forecasting 52

Forecasting Prioritization Planning Securities 52

CSC Advisors

FEBRUARY 20, 2025

Securing funding for a daycare or preschool can be complex, but understanding what lenders expect can significantly improve your chances of success. Financial History and Documentation Lenders prioritize applicants with reliable financial records. Let’s explore some critical components they assess.

Startups 52

Startups Prioritization Securities Planning 52

CFO Thought Leader

DECEMBER 10, 2024

” Zach Johnson, CFO, Cribl CFO Playbook: Prioritizes holistic metrics (like Rule of 40) to balance growth and profitability. He understands the pain and challenges of IT and security professionals who deal with exponential growth in machine datadata that expands at a 28% CAGR while budgets remain flat.

CFO 52

CFO Leadership Prioritization Auditing 52

Nerd's Eye View

APRIL 11, 2025

Senate has confirmed Paul Atkins to be the next Chair of the Securities and Exchange Commission (SEC). In terms of enforcement actions, Atkins is expected to prioritize instances of investor harm and be less inclined to issue sanctions for technical rule violations (which were more frequent under previous SEC Chair Gary Gensler).

Prioritization 64

Prioritization Communication Construction Leverage 64

CFO Plans

JANUARY 20, 2025

Leverage Technology to Avoid Tax Season Stress One of the most effective ways to avoid tax season stress is to leverage technology. 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 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. Which systems are business-critical?

Mergers and Acquisitions (M&A) 52

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

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. Ensure data consistency while merging platforms securely.

Leadership 52

Leadership Communication Prioritization Compliance 52

CFO Plans

FEBRUARY 17, 2025

Ready to secure your financial future? Prioritizing the Management of Business Growth Establish a robust growth management framework. Exploring Growth Management Solutions Leverage technology and financial tools to automate processes and streamline operations.

Cash Flow Forecasting 52

Cash Flow Forecasting CFO Profit and Loss Startups 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

Trade Credit & Liquidity Management

JUNE 10, 2025

For higher-risk opportunities that provide good margins, manage risk by using off-the-shelf alternatives such as guarantees or security agreements to reduce your exposure. A policy-driven process is necessary to prioritize contacts and determine the best approach for each customer.

Invoicing 52

Invoicing Sales Accounting Securities 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

CFO Thought Leader

APRIL 23, 2024

He navigated through these turbulent waters by leveraging his deep understanding of the company’s financial backbone and by building strong relationships with the new management. CFOTL: Tell us about Menlo Security … what does this company do, and what are its offerings today? Bansal, however, not only stayed on but thrived.

Securities 59

Securities CFO Leadership Restructuring 59

PYMNTS

DECEMBER 29, 2020

Whether it’s simple online purchases or banking, or more complex areas like cryptocurrency or money laundering, Trevor Wingert , a senior know your customer (KYC) and anti-fraud solutions consultant for GeoGuard , told PYMNTS that rapidly changing use cases and technology highlight gaps in the current security approaches being used.

Compliance 108

Compliance Prioritization Securities Banking 108

Global Finance

APRIL 5, 2025

The GEM sectors wave of M&A was driven by the race for resource security. The transaction supports Iberdrolas focus on electricity grids as the continent increasingly prioritizes grid resilience and modernization. Citibank leveraged its historical sector leadership position to help secure some of 2024s most important deals.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Investments Banking Healthcare 52

PYMNTS

JUNE 23, 2020

Carriers like P&C shared service firm Tokio Marine North America Services (TMNAS) have sought to prioritize payment digitization when faced with the industry’s changing demands. Insurers could even begin leveraging online payment platforms such as Early Warning Services’ person-to-person (P2P) app Zelle. “We

Leverage 52

Leverage B2B Prioritization Securities 52

PYMNTS

JUNE 21, 2016

“The growing FinTech market calls for CFOs to have a plan for how to best leverage these evolving technologies for their business. . “Every CFO should have a FinTech strategy,” the group stated as priority number three. Because if you’re not, your competitor is.”

Prioritization 41

Prioritization B2B CFO Leverage 41

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. This strengthens financial institutions’ resiliency and security.

Leverage 93

Leverage Risk Management Concentration Compliance 93

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. The post Leveraging ServiceNow ITSM for Telecom Expense Management (TEM) appeared first on E78 Partners.

Leverage 52

Leverage Compliance Auditing Invoicing 52

CFO Talks

OCTOBER 31, 2024

His journey has been marked by a deep commitment to operational efficiency and Lean methodologies, with a strong focus on leveraging technology to drive business transformation. Securing our first major client was a particularly defining moment—it validated our model and set the foundation for long term sustainable growth.

CFO 97

CFO Leadership Communication Problem Solving 97

CFO Plans

APRIL 14, 2025

Additionally, leveraging advanced tax software can automate calculations, significantly reducing the scope for human error. Discover more CFO Tax Recovery Strategies to secure your financial future. This proactive measure not only rectifies past mistakes but streamlines future tax filings.

Auditing 52

Auditing Compliance CFO Financial Reporting 52

Global Finance

JUNE 9, 2025

Working with the Ozone API open banking company, Bancolombia is building the type of open application programming interface (API) infrastructure essential for secure data sharing. In 2024, Mitsubishi UFJ Morgan Stanley Securities launched the Japan Inclusive Ventures Lab, a startup acceleration program in that country.

Startups 52

Startups Banking Compliance Investments 52

PYMNTS

JULY 5, 2019

AvidXchange , for instance, worked with Fifth Third Bank to enhance B2B payments while leveraging the inherent capabilities in the RTP network from The Clearing House. The buyer can prioritize that invoice and approve it through Avid’s existing workflows. The buyer is then told the amount of the early pay discounts. “We

Banking 69

Banking B2B Invoicing Prioritization 69

Trade Credit & Liquidity Management

MAY 28, 2025

Here’s a look at how to identify beneficial opportunities, prepare for impactful visits, and leverage face-to-face or virtual meetings to build strong, lasting partnerships. Change in Ownership: A shift in ownership can bring new management styles and priorities, making a visit essential to align and adapt to any new expectations.

Investments 52

Investments Communication Problem Solving Sales 52

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

PYMNTS

OCTOBER 18, 2018

17) that it will enable tokenization services on all cards by 2020, as part of its Digital Commerce Solutions, a suite of offerings geared toward making online transactions speedier and more secure. It is about getting it prioritized and in scale. Mastercard said Wednesday (Oct. Digital Commerce Umbrella.

Prioritization 60

Prioritization Securities Retail Leverage 60

PYMNTS

APRIL 12, 2019

The General Data Protection Regulation (GDPR) represented a new phase in data security and EU regulators’ approach to it. Such a scenario would leave the door wide open for data-controlling companies to send customer information to that criminal under the false pretense of regulatory compliance and data security.

Compliance 77

Compliance Securities Prioritization Leverage 77

CFO Talks

JULY 4, 2024

Key Takeaway: CFOs must prioritize understanding their customers’ payment preferences and adapt their systems accordingly. Leverage Digital Payments for Efficiency The shift towards digital payments is not just a trend; it’s a strategic necessity.

CFO 52

CFO Strategic Planning Currencies Prioritization 52

PYMNTS

MAY 6, 2019

But firms whose banks don’t possess APIs to smoothly transmit that information may resort to work-around solutions with weaker security measures, putting customers’ data at risk. On the other hand, FIs using APIs can promote more secure access to data, Chaib said. Screen scraping’s problems don’t stop at security, either.

Banking 74

Banking Securities Prioritization Compliance 74

CFO Leadership

OCTOBER 10, 2023

While finance organizations are increasingly turning to AI to enhance their operations and streamline processes, leveraging AI capabilities to improve decision-making is in the early stages. Scenario analysis may also leverage AI to model various scenarios to better understand potential consequences of different decisions and market changes.

Financial Planning and Analysis (FP&A) 115

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

CFO News Room

DECEMBER 30, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the passage of “SECURE Act 2.0” A new study shows that there is a wide gap between firms leveraging technology to enhance the client experience and those that do not treat their tech stack as a priority.

Planning 130

Planning Auditing Investments Securities 130

Global Finance

OCTOBER 15, 2024

This outdated technology also stifles innovation, preventing banks from offering the seamless, secure payment experiences that customers now demand. Bank customers want faster, more secure payments Customer preferences for faster payments and better payment experiences are on the rise. Banks paid over $10.4

Budgeting 64

Budgeting Securities Leadership Banking 64

CFO Network

MARCH 18, 2024

Security Concerns: Addressing Data Protection in Outsourced Accounting However, outsourcing has its challenges. Many SMBs grapple with concerns about data security and confidentiality. By prioritizing transparent communication from the get-go, SMBs can ensure alignment of expectations and address any issues promptly.

Accounting 52

Accounting Prioritization Communication Accounting Firms 52