Audit Board

OCTOBER 31, 2022

The alliance extension allows companies to address their ESG initiatives by utilizing AuditBoard’s innovative cloud-based platform for audit, risk, and compliance management in combination with Deloitte’s Sustainability, Climate, and Equity services offering.

Compliance 98

Compliance Equity 98

Harvard Corporate Governance

MAY 11, 2022

With respect to the Division’s 2022 priorities, the Division notes that “there is a risk that [ESG-related] disclosures regarding portfolio management practices could involve materially false and misleading statements or omissions, which can result in misinformed investors.”

Compliance 232

Compliance Technology 232

Harvard Corporate Governance

AUGUST 16, 2023

For investment managers who are broadly marketing their funds and advisory services, the significant political backlash may cause many to question whether ‘ESG’ as a term continues to be a useful concept. Talking with your mouth full Since its initial mention in a 2006 UN Report , the attention given to ESG has steadily grown.

Marketability 189

Marketability 189

ThomsonReuters

SEPTEMBER 9, 2022

We all know accountants have a certain reputation for being methodical, organized, risk-averse, and some might even say, boring. But for those accountants who’ve answered the call to provide advisory services and being that valued business partner their clients need, the accounting profession can be one exciting ride.

Compliance 98

Compliance Accounting Firms Technology 98

Harvard Corporate Governance

DECEMBER 16, 2022

Posted by Subodh Mishra, Institutional Shareholder Services, Inc., on Friday, December 16, 2022 Editor's Note: Subodh Mishra is Global Head of Communications at Institutional Shareholder Services (ISS). The full paper is available for download from the Institutional Shareholder Services (ISS) online library. KEY TAKEAWAYS.

Finance 201

Finance 201

IVSC

SEPTEMBER 30, 2022

” As a former financial services regulator, I have experienced first-hand the value of international standards in strengthening and transforming financial markets. Japheth also sits on the board audit and risk committee, investment committee and corporate governance committee (which he chairs) of East African Breweries Plc.

Banking 246

Banking Start-ups Marketability Finance 246

M&A Leadership Council

MARCH 27, 2024

He left active duty to become an FBI Agent and served for 24 years before retiring as a member of the Senior Executive Service. He successfully led cybersecurity consulting teams focused on incident response (“IR”), tabletop exercises, and advisory services.

Technology 52

Technology Marketability 52

Audit Board

SEPTEMBER 20, 2022

Combining deep advisory experience and insight with advanced audit technology enhances governance, risk and compliance (GRC) management. For more information on the alliance with AuditBoard and Baker Tilly’s risk advisory capabilities, visit bakertilly.com/risk.

Compliance 52

Compliance Technology 52

ThomsonReuters

SEPTEMBER 25, 2023

Jump to: AI for firms: operational improvements and new services AI for in-house departments: protect the business and enable growth Client communication benefits through AI AI for firms: operational improvements and new services One of the main benefits of AI is the potential to improve productivity and efficiency.

Compliance 104

Compliance 104

Benzinga

APRIL 17, 2024

ITR Economics provides economic intelligence to reduce risk and drive practical and profitable business decisions. in annual revenue and nearly 7,000 people, Crowe offers its clients a comprehensive suite of audit, tax, and consulting services. With $1.4B Full story available on Benzinga.com

Compliance 40

Compliance Marketability 40

ThomsonReuters

MAY 15, 2023

As AI technology becomes increasingly sophisticated, it presents CPAs with a range of opportunities to enhance their advisory services through automated processes, real-time insights, and personalized advice. This technology offers a range of advantages that CPAs can leverage to provide better services to their clients.

Start-ups 98

Start-ups Technology Data Analysis Marketability 98

Benzinga

AUGUST 8, 2023

08, 2023 (GLOBE NEWSWIRE) -- Risk Strategies , a leading national specialty insurance brokerage and risk management firm, today announced it has acquired IZALE Financial Group , LLC, an executive benefits and financial services advisory firm located in Elgin, Illinois. BOSTON, Aug. Terms of the deal were not disclosed.

Banking 40

Banking 40

Peak Business Valuation

AUGUST 17, 2023

Financial advisories provide a range of services related to personal finance, investments, and financial planning. As such, the financial advisory industry plays a crucial role in the economy. This is ideal for those looking to buy , expand , or sell a financial advisory. Schedule a Free Consultation!

Discounted Cash Flow 52

Discounted Cash Flow Business Valuation Appraisal Fair Market Value 52

ThomsonReuters

JULY 25, 2023

This change also requires a shift in mindset, one that focuses less on traditional compliance work and more on strategic advisory services. The survey also indicated that advisory practices are continuing to use technology to innovate and embrace new business models to maximize value for their staff and clients.

Technology 98

Technology Accounting Firms Compliance Marketability 98

ThomsonReuters

JULY 6, 2023

Are you an accountant looking to break into the exciting world of mergers and acquisitions (M&A) advisory services? M&A advisory services are a professional service designed to help corporations, private equity firms, and other entities execute mergers and acquisitions.

Discounted Cash Flow 52

Discounted Cash Flow Start-ups Private Equity Firm Accounting Firms 52

Harvard Corporate Governance

DECEMBER 9, 2022

SEC Proposes New Rule to Require Investment Advisers to Conduct Additional Oversight of Service Providers. Posted by Subodh Mishra, Institutional Shareholder Services, Inc., Posted by Keith Ambachtsheer, KPA Advisory Services, on Thursday, December 8, 2022. Cybersecurity Disclosures What Progress has been made?

Compliance 218

Compliance Marketability 218

Business Wire M&A

JUNE 1, 2023

--(BUSINESS WIRE)--Marsh McLennan Agency, a subsidiary of Marsh, today announced the acquisition of SOLV Risk Solutions, LLC, a leading independent agency based in Austin, Texas. Founded in 2016, SOLV provides risk management advisory services to businesses, family offices, and private equity firms across the country.

Private Equity Firm 52

Private Equity Firm Equity 52

ThomsonReuters

OCTOBER 4, 2023

This article explores how different accounting firms use AI in their operations to drive efficiency and excellence in their services. Accounting firms of all sizes from global giants to local boutiques are increasingly turning to AI solutions to enhance their services. This saves time and reduces the risk of manual errors for firms.

Accounting Firms 111

Accounting Firms Technology Compliance Data Analysis 111

ThomsonReuters

JUNE 16, 2023

What are the risks of using outdated accounting software? However, it is critical that firms remain open to change as there are several risks associated with using outdated accounting software. This is a risk firms cannot afford to take. Change is not easy. Let’s take a closer look.

Technology 98

Technology Start-ups Accounting Firms Compliance 98

Benzinga

SEPTEMBER 12, 2022

12, 2022 (GLOBE NEWSWIRE) -- ProBank Austin will join FORVIS, a top 10 accounting and advisory firm, through an asset acquisition effective Oct. The move bolsters the services FORVIS offers clients in the financial services industry. LOUISVILLE, Kentucky, Sept. More than 50 professionals will join FORVIS in the merger.

Compliance 40

Compliance Banking 40

Appraiser Newsroom

MARCH 20, 2024

Explore our comprehensive Conference Agenda to see sessions covering risk measurement, ESG’s impact on valuations, and more. He is a managing director and North American Valuation Services Leader and part of the firm’s Valuation Advisory Services practice.

Intangible Assets 52

Intangible Assets Compliance Equity Finance 52

Benzinga

FEBRUARY 7, 2023

07, 2023 (GLOBE NEWSWIRE) -- GreenPages Technology Solutions, a nationally recognized cybersecurity, cloud, and managed services provider announced on February 3, it has acquired Arcas Risk Management, a Massachusetts-based cybersecurity, risk advisory, and compliance consulting services firm. PORTSMOUTH, N.H.,

Technology 40

Technology Compliance 40

Equilest

APRIL 24, 2024

Additionally, participating in a buy-in transaction allows investors to diversify their portfolio, mitigate risk, and capitalize on emerging trends or industry disruptions. Professional Advisory Services: Engaging experienced legal, financial, and valuation advisors to provide expert guidance and support throughout the transaction process.

Discounted Cash Flow 40

Discounted Cash Flow Earnings Multiplier Fair Market Value Compliance 40

IVSC

JUNE 12, 2023

Previously, she was a part of the Valuation Advisory Services practice, where she focused on the valuation needs of consumer and industrial product clients of Kroll and its predecessor firms, PricewaterhourseCoopers and Standard & Poor's. She was also a contributing author to the chapter "Risk-Free Rate" in the fifth edition.

Risk-free Rate 130

Risk-free Rate Intangible Assets Appraisal Business Valuation 130

Benzinga

APRIL 25, 2023

Pioneer Consulting provided the technical services as part of Accelecom's analysis for the intended acquisition in two phases. HOBOKEN, N.J., HOBOKEN, N.J.,

40

40

ThomsonReuters

MAY 4, 2023

For CPA firms, having clear expectations and boundaries with their clients can help avoid misunderstandings, scope creep, and other potential risks. Additionally, it can help both parties to identify any potential risks or bottlenecks early on and make adjustments as needed. How do you define a successful scope agreement?

Start-ups 96

Start-ups 96

ThomsonReuters

MAY 6, 2022

Many accounting firms provide invaluable services that go far beyond tax prep and financial reporting. For small to mid-size accounting firms that want to explore other revenue streams, accounting consulting services can be a great place to start. Why it’s crucial for small to mid-size accounting firms to offer other services.

Accounting Firms 93

Accounting Firms Start-ups Compliance Finance 93

Harvard Corporate Governance

JULY 20, 2023

As the Securities and Exchange Commission (“SEC”) has explained, “Contracting with proxy advisory firms. In order to do so both effectively and efficiently, institutional investors often leverage their resources by using the services of a proxy advisor. Posted by Eric Shostal, Glass Lewis & Co. ,

Marketability 100

Marketability 100

Appraiser Newsroom

JULY 5, 2022

In his 17-year career with Sandhills Publishing—an information processing company that connects buyers and sellers across these industries—Helman has worked closely with inspectors, appraisers, dealerships, auctioneers, municipalities, and contractors to mitigate risk and liquidate assets profitably.

Appraisal 52

Appraisal Business Valuation Banking Technology 52

Benzinga

APRIL 21, 2023

VANCOUVER, British Columbia, April 21, 2023 (GLOBE NEWSWIRE) -- Scarlet Security & Risk Group (SSRG) is pleased to announce its acquisition of Fusion Security Inc., Fusion is one of BC's long-time, local providers of Systems Integration, Mobile Patrol and Protective Services. effective April 1 st , 2023.

40

40

Benzinga

JANUARY 4, 2023

With the acquisition, Danforth now provides a full scope of investor relations and corporate communications services to help clients articulate their science and its value to key stakeholders. Strategic Communications : including corporate communications, investor relations, public relations and creative services. WALTHAM, Mass.

Start-ups 40

Start-ups Finance 40

Benzinga

DECEMBER 13, 2022

13, 2022 (GLOBE NEWSWIRE) -- TransUnion (NYSE: TRU ) has signed a definitive agreement to sell G2 Web Services, Inc. ("G2"), TransUnion acquired Verisk Financial Services in April 2022 for $515 million for its proprietary database of card and deposit transactions, and the related advisory services it provides in our major markets.

EBITDA 40

EBITDA Compliance Technology Marketability 40

Reynolds Holding

JUNE 27, 2023

An increasing number of consultancies, financial technology firms, data providers, and investment advisory groups offer information about localized physical climate risks like floods, hurricanes, and wildfires. 3] The outcomes of these risk assessments have significant consequences in the economy.

Banking 83

Banking Finance Equity Technology 83

ThomsonReuters

DECEMBER 5, 2022

By removing manual, time-consuming compliance tasks from workloads, tax and accounting professionals can reclaim those hours and use them for greater value activities such as advisory services. . Grow and succeed with advisory services. Advisory services are more in demand than ever.

Compliance 59

Compliance Start-ups Technology 59

Appraisers Blog

JANUARY 2, 2024

Fannie does not have experience in providing valuation services either, that’s always been the appraisers position. FHFA advisory groups are the ones demanding Fannie and Freddie move forward with appraisal automation even faster. link] FHFA sued by investors. Who’s steering the ship?

Appraisal 60

Appraisal 60

Benzinga

DECEMBER 14, 2023

14, 2023 (GLOBE NEWSWIRE) -- WTW (NASDAQ: WTW ), a leading global advisory, broking, and solutions company, has signed a definitive agreement to acquire AIMUW, a specialist Managing General Agent (MGA) in Italy. MILAN, Italy, Dec. He brings 25 years of extensive industry experience and a strong General Agency track record.

Marketability 40

Marketability 40

Audit Board

APRIL 30, 2022

I have recently been researching the concept of client service and considering how this could apply to the internal audit practice — and I now see these leaders as early adopters of a visionary track that has the potential to significantly elevate the internal audit profession. . Taking a Client Service Approach to Internal Audit.

Marketability 98

Marketability 98