Harvard Corporate Governance

JUNE 24, 2022

Bebchuk and Roberto Tallarita (discussed on the Forum here ); For Whom Corporate Leaders Bargain (discussed on the Forum here ); Stakeholder Capitalism in the Time of COVID (discussed on the Forum here ); and Does Enlightened Shareholder Value Add Value? discussed on the Forum here ), all by Lucian A.

360

360

ThomsonReuters

AUGUST 3, 2023

In the rapidly evolving landscape of the tax and accounting industry, specialization has emerged as a solid differentiator, providing firms with a distinct competitive edge. Specialized teams are better positioned with the latest insights, industry best practices, and detailed nuances within their respective fields.

Accounting Firms 98

Accounting Firms Start-ups Marketability Technology 98

Benzinga

JANUARY 2, 2024

announced today that industry leader Joe Klein will join World as an executive vice president of its national accounts practice. As we move into 2024, we will continue to build our National Accounts team supporting our largest and most complex clients with their intensely complex risks." Iselin, NJ, Jan.

Marketability 45

Marketability 45

IVSC

JUNE 6, 2023

Mary Barth IVSC Trustee and Vice Chair of the Financial Accounting Foundation Mary is the Joan E. Horngren Professor of Accounting, Emerita at Stanford University, Graduate School of Business (GSB). She is a member of the Accounting Hall of Fame. She is a member of the Accounting Hall of Fame.

Equity 130

Equity Mergers & Acquisitions Marketability 130

ThomsonReuters

JUNE 28, 2023

If you’re a tax firm leader looking to differentiate yourself from the competition, providing your clients with insight into their ESG data is a great way to set your firm apart. Let’s take a look at some best practices accounting firms can use to help clients overcome the challenges of ESG data collection and management.

Accounting Firms 98

Accounting Firms Compliance Start-ups Technology 98

M&A Leadership Council

FEBRUARY 13, 2024

The key is that this is an executive-level and deal-team-level deliverable, developed in concert with the Integration Executive Sponsor and Integration Lead or Integration Management Office to ensure executive alignment and promote consistent messaging at the Announcement.

Mergers & Acquisitions 59

Mergers & Acquisitions Technology Marketability 59

ThomsonReuters

JUNE 16, 2023

Many of today’s tax and accounting practices are struggling with strained firm capabilities. Based on the findings, the top challenge for accountants is recruitment/retention, at 36 percent. Firm capability is the staff’s ability to successfully do the work that is expected of them by firm leaders. Is your firm among them?

Accounting Firms 98

Accounting Firms Technology Marketability 98

ThomsonReuters

FEBRUARY 16, 2024

Here are some of the biggest challenges and opportunities facing corporate tax teams today—and how technology can provide a boost while also relieving the mounting pressure. Tax leaders able to align their departments more closely with the business (outside of tax-related issues) will set the unit up for more success.

Technology 96

Technology Compliance Start-ups Finance 96

IVSC

JUNE 12, 2023

She is also the global leader of Kroll' Valuation Digital Solutions group, which produces the cost of capital thought leadership content and data housed in the Cost of Capital Navigator. She is the Chair for Kroll’s Asia Pacific Management Committee and a member of the firm’s Global Leadership Team. She has over 25 years of experience.

Risk-free Rate 130

Risk-free Rate Intangible Assets Appraisal Business Valuation 130

ThomsonReuters

JUNE 6, 2022

When you can flag changes in accounting, auditing, and tax that clients didn’t know about, and help them manage commercial impacts with innovative solutions, then you’re well on your way to gaining their trust. But how do you stay current on accounting and auditing standards when there are new developments happening all the time?

Start-ups 142

Start-ups Technology 142

ThomsonReuters

JUNE 15, 2022

While you can create a modern firm with automated processes and expansive service offerings, your clients won’t keep coming back if your team isn’t up to speed with the most recent tax law changes. You can help team members keep their tax knowledge current by providing different learning opportunities: Events. Networking.

Technology 98

Technology Compliance Finance Marketability 98

Rhythm Systems

FEBRUARY 28, 2022

The foundation of a successful Daily Huddle Meeting, Team. is a great facilitator to keep the weekly team huddle on track for an effective and productive huddle meeting for all. Give the Team Huddle Meaning: Be dedicated. A good facilitator holds the team accountable to being prepared for each huddle meeting.

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52

ThomsonReuters

MARCH 21, 2023

Are members of your accounting team among them? This article will explore how firms can transform a disengaged team and provide actionable insights firm leaders can set in motion today. What does a disengaged team look like? What does a disengaged team look like? Employee engagement is on the decline.

Start-ups 52

Start-ups Finance 52

Accountancy Today

JULY 3, 2023

Hazlewoods’ corporate finance team and BPE Solicitors’ corporate team recently advised FAUN Zoeller UK, a specialist manufacturer and supplier of municipal waste management vehicles and systems, on its acquisition of Manchester-based C.P. Davidson and Sons Ltd. The acquisition of C.P. Davidson and Sons, for many years.

Corporate Finance 52

Corporate Finance Finance Marketability 52

ThomsonReuters

FEBRUARY 5, 2024

The accounting profession is currently navigating through a transformative era. Proactive Strategies for Talent Management In the face of these challenges, firm leaders must adopt proactive and innovative approaches to recruitment and retention. Professional development opportunities.

Technology 40

Technology 40

ThomsonReuters

FEBRUARY 26, 2024

There are many paths to accountancy, but this is one we don’t hear of often:  Erin Heath   grew up on a cattle ranch in South Dakota, where many of her “ranch-hand” duties sparked her interest in numbers. But it was an introduction to accounting class in high school that paved the way. “It It was love at first sight,” she recalls. “I

Start-ups 98

Start-ups Accounting Firms Marketability Technology 98

M&A Leadership Council

FEBRUARY 3, 2024

He was accountable for T&O Mergers and Acquisitions (M&A) transactional leadership and Strategic Initiatives Delivery, the leader of T&O due diligence, business engagement, external engagement, and integration planning.

Banking 52

Banking Compliance Technology Mergers & Acquisitions 52

Lighter Capital

SEPTEMBER 19, 2022

For companies looking to become leaders in their industries, moving fast is the best way to outcompete the competition and expand. It’s working faster without sacrificing financial accountability. That’s why automation is becoming the norm for finance teams looking to streamline their systems and gain a leg up.

Finance 52

Finance Start-ups Technology Marketability 52

M&A Leadership Council

JUNE 8, 2023

The key is that this is an executive-level and deal-team-level deliverable, developed in concert with the Integration Executive Sponsor and Integration Lead or Integration Management Office to ensure executive alignment and promote consistent messaging at the Announcement.

Technology 59

Technology Marketability 59

ThomsonReuters

JUNE 16, 2023

Many of today’s accounting professionals have a new perspective on when and how they want to work. The onset of the COVID-19 pandemic forced countless businesses, including accounting firms, to go remote essentially overnight due to mandated shutdowns and stay-at-home orders. Are there still remote accounting jobs?

Accounting Firms 111

Accounting Firms Finance Technology Marketability 111

Audit Board

AUGUST 25, 2022

AuditBoard’s 2022 Mid-Year Snapshot report surveyed 170+ internal audit leaders, and found that increasing compensation and benefits ranked fifth as a successful strategy for attracting and retaining talent. Keep up the variation with the team you have, both within internal audit and beyond. . Reimagine Your Approach to Benefits .

Technology 98

Technology 98

ThomsonReuters

MARCH 12, 2024

Jump to: Identify the common barriers to change Overcome the barriers with communication Reframe the narrative Remember your clients Set the expectations for adaptation Running an accounting firm can feel like you’re constantly chasing changes. Otherwise, you may not get the desired results from the changes you’re making.

Accounting Firms 52

Accounting Firms Technology 52

Reynolds Holding

APRIL 19, 2022

This presumption is not just wishful thinking on the part of business leaders or attorneys, as regulators themselves promote internal investigations as a means through which firms can receive enforcement leniency. This incidence is significantly higher when the investigation is led by an independent team (e.g.,

Accounting Firms 75

Accounting Firms Compliance Finance 75

Audit Board

SEPTEMBER 7, 2023

And what past lessons and emerging best practices can companies draw upon to engender the collaboration, alignment, accountability, and visibility needed to build and run effective ESG programs? While a leader can set a vision and strategy, only a cross-functional team can deliver it. Hear From Leaders: Connect.IQ

Compliance 52

Compliance Start-ups Specific Risk Marketability 52

Audit Board

JANUARY 4, 2023

Happily, in 2015 SOXHUB was launched with the simple goal of solving problems for SOX teams while streamlining and simplifying compliance efforts. A volatile economy means uncertainty and company leaders tend to lose their comfort with risk-taking. Trend 1: Economic Instability Is Creating Budget Pressure.

Compliance 52

Compliance Start-ups Technology Finance 52

ThomsonReuters

AUGUST 1, 2023

Thomson Reuters set out to answer that question by surveying more than 100 CPAs who are currently employed as accountants. The results show that tax and accounting professionals know exactly what they want in an employer—and here’s how firms can heed the call. hours per week. Respondents said they would prefer to average 40.6

Accounting Firms 98

Accounting Firms Technology Compliance Finance 98

M&A Leadership Council

MARCH 1, 2024

Divestitures account for about 30% of all M&A transactions, and any company actively involved in acquisitions will probably also be involved in divestiture, sometimes concurrently with an acquisition. The team realized a much higher purchase price because the acquirer knew exactly what the divestiture would entail.

Start-ups 52

Start-ups Private Equity Firm Mergers & Acquisitions Finance 52

Benzinga

SEPTEMBER 30, 2022

NASDAQ: ZS ), the leader in cloud security, today announced it has completed its acquisition of ShiftRight, a leader in closed loop security workflow automation. I am excited to welcome the ShiftRight team into the Zscaler family," said Jay Chaudhry, CEO, chairman and founder of Zscaler. SAN JOSE, Calif.,

Technology 40

Technology 40

Benzinga

JANUARY 18, 2023

18, 2023 (GLOBE NEWSWIRE) -- Addison Group, a national leader in professional services specializing in talent solutions and consulting, announces today that it has fully incorporated Beacon Resources, an Addison Group company, to move forward under the Addison Group brand name. CHICAGO, Jan.

Finance 52

Finance Marketability Technology 52

Viking Mergers

MARCH 8, 2023

Most businesses have open issues like these at any given time, but with the right strategy and support team, you should be able to resolve these prior to listing your business. Meet with your leadership team in each department to discuss any potential circumstances or notices received.

Comps 130

Comps Compliance Banking Finance 130

ThomsonReuters

AUGUST 2, 2022

A notable portion of today’s accounting curriculum in college is dedicated to teaching aspiring accountants how to use current accounting technology. This can be especially true for firms whose leaders are looking toward retirement and want someone who can be groomed to eventually take over the practice.

Accounting Firms 97

Accounting Firms Technology Compliance Marketability 97

Appraiser Newsroom

MARCH 20, 2024

Dive into the latest developments and trends in fair value alongside industry leaders. He is a managing director and North American Valuation Services Leader and part of the firm’s Valuation Advisory Services practice. Myron is also the firm’s Consumer Products and Retail industry leader.

Intangible Assets 52

Intangible Assets Compliance Equity Finance 52

M&A Leadership Council

FEBRUARY 15, 2023

The 2023 M&A Integration Mandate That advice resonated viscerally with me in 2022 as my client’s CEO demanded their highly experienced M&A team embrace an existential challenge to its survival. Either find a way to do integration 50% better, faster and leaner than we’ve ever done it before, or we’ll find a team that can!”

Technology 93

Technology Marketability 93

Benzinga

NOVEMBER 18, 2022

Broadmark is a San Francisco-based asset manager offering hedged equity strategies and serves as sub-adviser to a pair of seasoned mutual funds and separately managed accounts now offered by Westwood. The Westwood, Salient and Broadmark portfolio management and distribution teams will remain unchanged. Tactical Equity – With $1.3

Equity 40

Equity Marketability 40

ThomsonReuters

JUNE 24, 2021

It is no secret that the tax and accounting industry has a talent shortage. According to this article , 81% of finance leaders say they have difficulty finding talent, 71% say recruiting is top of mind, and 50% say that lower-level talent is the hardest to find. LGBTQIA leaders are invisible as role models. .

Equity 52

Equity Finance 52

Scott Mashuda

DECEMBER 13, 2023

REAG Founding Partner, Todd Torquato , expresses his continued enthusiasm in supporting EPI, stating, “[a]s industry leaders, we recognize the impact our actions can have in shaping a stronger community of investment bankers, capital providers, and CEPA s.

Mergers & Acquisitions 52

Mergers & Acquisitions Business Valuation Banking Equity 52

Lighter Capital

NOVEMBER 15, 2023

Startup Leaders Connect in Melbourne for Growth and Success Since 2020, our Australian portfolio and market presence have grown significantly. We've had both the privilege of supporting numerous outstanding startups and the opportunity to get to know the incredible teams behind them.

Banking 59

Banking Finance Marketability Equity 59