Archive - November 2019

Dynamic Markets, Changing Regulations: Is Your Loan Portfolio Management Practice Moving in Step?

The loan portfolio is one of the greatest sources of risk to a bank, according to the Office of the Comptroller of the Currency (OCC). As such, effective loan portfolio management (LPM) is fundamental to a bank’s safety and ability to identify and...

Looking for Innovation? Ten Ideas to Help Companies Break the Mold

Finding new and effective ways of solving your clients’ biggest problems, growing your business and edging out the competition can be a challenge for many organizations. Traditional organizational structures and cultures, and the fear of failing or...

From Premise to Practice — Technology Is Providing Finance Leaders With Long-Sought-After Answers to Important Questions

As custodians of company data, finance leaders are fielding more questions from internal stakeholders than ever before. Those stakeholders — from the board down to operational line managers — want more metrics, more analytics, and deeper and more...

CFOs Now Consider the Security and Privacy of Finance Data Their Top Priority

“Data is the new oil,” proclaimed The Economist magazine in 2017, succinctly making the point that data has become extremely valuable and that those who have it need to keep it secure. Losing important company data can be the equivalent of a country...

SOX Compliance: Faster Automation, Fewer Controls, and How to Get There

In previous posts (here and here) we highlighted certain discussions from a webinar we conducted earlier this year, about the results of Protiviti’s 2019 SOX survey. The webinar generated a number of questions from participants both during and after...

Public Company Transformation: Critical Audit Matters Should Matter for Soon-to-Be-Public Companies

The first round of financials is coming in from large, non-calendar-year-end filers under new enhanced public reporting standards, and the  public companies with later year-ends are  examining those disclosures for trends that will help...

In Many Technology Firms, the “Tech Balance” Wave Is Building in the Finance Function

Tech industry CEOs are getting more internal support than they might realize in helping their businesses achieve “tech balance.” Findings from Protiviti’s 2019 Global Finance Trends survey suggest that CFOs at technology companies are helping their...