Harvard Corporate Governance

JULY 19, 2023

I hope my testimony today contributes to a constructive and fact-based discussion about proxy advisers by (1) explaining proxy advisers’ important, but limited, role in the proxy voting process; (2) describing how ISS is currently regulated in the United States and our responsibilities as a fiduciary to our institutional investor clients; and (3) conveying (..)

Marketability 189

Marketability 189

IVSC

JANUARY 24, 2024

This substantial update includes new chapters on Data & Inputs, Documentation, and Financial Instruments , alongside a reordered General Standards section that more accurately reflects the modern valuation process. As part of this process our member organisations adopt and implement the latest edition IVS.

Intangible Assets 279

Intangible Assets Compliance Marketability Banking 279

Harvard Corporate Governance

MAY 22, 2023

Yet ESG-focused investors, who have become increasingly systematic and sophisticated in incorporating environmental and governance factors into investment decisions, don’t have similarly robust processes for addressing social factors. The reason?

Marketability 306

Marketability 306

Harvard Corporate Governance

FEBRUARY 14, 2023

The existing research on ESG with respect to mutual funds has primarily focused on whether funds incorporate ESG considerations into their investment process and, if they do, whether investing in stocks with high or low ESG ratings impacts their performance (i.e., Our hypothesis is not that high Active ESG Share is unconditionally beneficial.

Finance 252

Finance Equity Marketability 252

Harvard Corporate Governance

JULY 17, 2023

As highlighted in our survey, over the past few years, private company boards have made strides in improving their effectiveness in a number of areas, including overseeing strategy and agenda setting (two areas that nearly three quarters of directors in our 2020 survey cited as being most in need of improvement).

Equity 235

Equity 235

Appraisers Blog

MAY 3, 2024

They should not be wasting our time and delaying the entire process by numerous ROV’s that are useless and will not change the value already determined by the only person who has the education and training to do so… The Appraiser. In reply to George Easton on Twitter. I like that idea!

Appraisal 52

Appraisal 52

JPAbusiness

FEBRUARY 20, 2024

In our ebook Managing Staff for High Performance we explained how to manage staff on a daily basis using our Dynamic Performance Checklist. If this process is working well, there should be minimal requirement for corrective action.

87

87

Harvard Corporate Governance

JULY 29, 2023

Reforms to the proxy process to prevent activists from diverting attention from core issues; while he supported shareholder democracy, he believed that democracy should reflect the say of the shareholders, not external parties that, in his view, exploit the existing process to impose their beliefs. First item up?

Marketability 185

Marketability 185

Harvard Corporate Governance

MAY 29, 2022

Through our conversations with portfolio companies, we learned about challenges that boards encounter when recruiting women directors. Preparing new directors to succeed with effective onboarding processes. What follows are insights and best practices identified in these engagements. Key Takeaways. Background.

Marketability 216

Marketability 216

Viking Mergers

APRIL 16, 2022

As business brokers, one of the most common questions we receive is, “What does your selling process look like?” Our 7-Step Process for Selling a Business. Our 7-Step Process for Selling a Business. Our process begins with a confidential introductory consultation that comes at no cost and with no obligation.

Marketability 130

Marketability Finance 130

Harvard Corporate Governance

OCTOBER 10, 2022

Proactive companies are in the process of assessing the scope and applicability of the proposals so that the appropriate planning can begin now. We offer our perspectives on the proposals, including some of the suggestions we have made to each regulator or standard setter to enhance operability.

360

360

JPAbusiness

JANUARY 22, 2024

Staff professional development (PD) needs are best identified through a formal performance management and evaluation process. I recommend owners/managers sit down with their staff members once every 12 months , as part of their annual performance review process, and develop a PD plan jointly, with each individual.

88

88

Harvard Corporate Governance

JUNE 5, 2023

In our study, forthcoming at the Journal of Accountancy and Public Policy and available at SSRN , we examine the impact of the revolving door on the SEC’s comment letter process, a crucial process by which the SEC exercises its regulatory mission.

Marketability 220

Marketability 220

JPAbusiness

FEBRUARY 13, 2024

And in order for your business model to be effective, it requires a set of systems and processes that are well understood and followed by your team. In our Business Health Check , we take the pulse of your business systems and processes by asking you to answer the following questions:

Marketability 88

Marketability 88

Appraisers Blog

APRIL 5, 2024

Systemic data inaccuracy which allowed for market manipulation is no longer the exception, rather a normalized process. link] ‘A real estate appraisal is one of several essential components of the lending process.’ They set up this process to create a revision. Fitz, a compelling question.

Appraisal 98

Appraisal Compliance Banking Marketability 98

Appraisers Blog

APRIL 20, 2024

I would add that, despite our best efforts, appraisers are also participants in the market. I also agree that we, as a profession, have to be very careful with the implementation of our principals. Obviously, we have to state that our reports are completed without bias though because USPAP requires it.

Appraisal 98

Appraisal Marketability 98

Harvard Corporate Governance

JANUARY 11, 2023

The personal attributes of audit partners are likely to be a factor in the preferences of board (audit committee) members and may give rise to situations in which homophily plays an important role in the audit partner assignment process.

188

188

Appraisers Blog

JANUARY 31, 2024

Aloft is the company which has been chosen to write and prepare all the training documents and classes for the New UAD process. And there will be a process to ‘train the trainers’ before they will be authorized to present the New UAD material officially.

Appraisal 75

Appraisal 75

Harvard Corporate Governance

AUGUST 9, 2023

To address this issue, our paper harnesses the power of ChatGPT, an advanced AI model developed by OpenAI, capable of processing long and complex questions and providing detailed, expert-level responses. Our sample comprises 74,586 conference call transcripts from 3,878 unique companies spanning from 2006 to 2020.

Corporate Finance 214

Corporate Finance Finance Marketability 214

Harvard Corporate Governance

AUGUST 25, 2022

In the tenth edition of our annual proxy season review memo, we summarize significant developments relating to the 2022 U.S. This year, our review comprises two parts: Rule 14a-8 shareholder proposals and compensation-related matters. We will also host our annual webinar in September to discuss 2022 proxy season developments.

Market Capitalization 268

Market Capitalization Marketability 268

Peak Business Valuation

APRIL 1, 2024

Then we explore Peak’s equipment appraisal process. Our goal is to prepare you for successfully obtaining an office equipment appraisal. The equipment appraisal process at Peak Business Valuation begins with a free consultation. Quite possibly the most important step of the equipment appraisal process.

Appraisal 52

Appraisal Business Valuation Start-ups Marketability 52

Peak Business Valuation

APRIL 16, 2024

This includes their experience, accreditation, reputation, and heavy truck appraisal process. Our team values businesses and equipment across the nation. We are happy to explain the equipment appraisal process and guide you through the next steps. In addition, all our equipment appraisals are USPAP-compliant.

Appraisal 52

Appraisal Business Valuation Marketability Data Analysis 52

Appraisers Blog

JANUARY 9, 2024

Sadly, all those making these comments and decisions in our industry are completely ignorant to our process. In reply to Uweresayn. All of the sudden, Location, Location, Location doesn’t matter ?? Who should the focus be on ?

Appraisal 75

Appraisal 75

Appraisers Blog

APRIL 22, 2024

Well, it’s like this; We are each individually accountable for our actions. This is the American idea of individual accountability, due process, justice, law and order. Judged by our peers. Our constitutional structure is not all that complicated. There can be no crime, without a victim.

Appraisal 98

Appraisal Compliance 98

Equidam

APRIL 18, 2024

Today we release our Quick Startup Valuation Estimate GPT , built on top of OpenAI’s ChatGPT LLM interface and Equidam’s API, which is accessible for ChatGPT users with a Plus or Team account. Why use a GPT for Startup Valuation? Not sure which industry category you fit into?

Start-ups 72

Start-ups Data Analysis 72

Peak Business Valuation

APRIL 27, 2024

Both of these standards ensure consistency and reliability in the equipment appraisal process. Peak Business Valuation prioritizes transparency and understanding for our clients. That way the equipment appraisal process and timeline are clear every step of the way. Many variables can impact the equipment appraisal process.

Appraisal 52

Appraisal Business Valuation Start-ups Marketability 52

Machen McChesney

AUGUST 16, 2023

Y our organization may need to track business miles to maximize its tax deductions, reimburse employees for personal vehicle use, and comply with IRS rules and regulations. Navigating this process can be administratively burdensome. Fortunately, QuickBooks® offers functionality that can make the process easier and more accurate.

82

82

Rhythm Systems

JULY 24, 2023

Discover the transformative power of Rhythm Systems in our latest case study: Arbill's journey towards greater accountability and efficiency. Learn how strategic alignment and process optimization can drive your business forward.

98

98

N Contracts

NOVEMBER 16, 2023

In our recent webinar How to Work with Examiners, two former OCC examiners tackled your questions about examiners from regulatory agencies and the exam process.

Compliance 100

Compliance 100

Avanade

MARCH 15, 2023

Avanade is using generative AI to help our clients inspire design; overhaul how internal knowledge is shared and discovered; reinvent mission-critical processes and much more.

99

99

Sun Acquisitions

FEBRUARY 26, 2024

Collaborating closely with the customer, our client designs, and prototypes products, ensuring seamless integration into medical devices. Sun Acquisitions, a leading mergers and acquisitions firm based in Chicago, will oversee the entire engagement process.

Marketability 52

Marketability 52

ThomsonReuters

JANUARY 8, 2024

Traditionally, tax professionals spend a considerable amount of time on repetitive and time-consuming activities such as data entry, invoice processing, and reconciliations. This not only enhances the efficiency of tax and accounting processes but also improves the overall quality of financial reporting. It’s all about the data.

Data Analysis 101

Data Analysis Compliance Technology Banking 101

Benzinga

MAY 22, 2023

(NASDAQ: ATVI ) received approval from China's State Administration , marking another milestone in the global regulatory process. This clearance, which was reported by Seeking Alpha and confirmed by IGN, was the latest addition to a group of 37 regulators that have approved the deal, the latest was the European Union.

Alpha 98

Alpha 98

BV Specialists

MARCH 25, 2024

Regardless of how many years of experience an appraiser has, or how many times they have testified, this can be a very difficult process to go through. Based on my own experience, on average, 35-40% of our engagements involve these kinds of cases. There are, however, those cases that do not, and testimony becomes inevitable.

Appraisal 88

Appraisal 88

Appraiser Newsroom

APRIL 30, 2024

This month we spotlight details on May events, the search for our new CEO, and the upcoming ASA elections. In addition to two USPAP offerings and a slew of discipline Principles of Valuation Courses in May–including POV courses for five of our six disciplines–we also have two virtual conferences. Adrian Gonzalez, Jr.

Business Valuation 52

Business Valuation Appraisal 52

Appraisers Blog

JANUARY 4, 2024

We used to be the lone independent voice of facts and reason in the lending process that assured a legitimate value free of influence. Even the government has forgotten about our true role which is to provide market value of property to guarantee loans, government backed loans and bundled mortgage backed investments.

Appraisal 76

Appraisal Marketability 76

ThomsonReuters

JANUARY 26, 2023

Initial Report on the Independent Dispute Resolution (IDR) Process April 15 – September 30, 2022 (Dec. The data for the reports is drawn from certified IDR entities and the HHS federal IDR portal , which opened April 15, 2022 (see our Checkpoint article ). For more information, see EBIA’s Health Care Reform manual at Sections XII.B.3

Compliance 98

Compliance 98