Audit Board

AUGUST 1, 2023

The SEC recently adopted their proposed rules, including those regarding Cybersecurity Risk Management on July 26, 2023. The stakes and expectations of an organization’s IT Risk Management capabilities have never been higher – and as we all know, the dollar impacts are real.

Technology 52

Technology Start-ups Compliance Marketability 52

Audit Board

MARCH 22, 2023

Enterprise risk encompasses regulations, finance, operations, technology, reputation, strategy, and many more — and losing control over any one of these risk areas could mean disaster. Lately, with the increased focus on strong governance requirements, there is more scrutiny over risk management programs.

Compliance 52

Compliance Treasury Technology Finance 52

Audit Board

JULY 27, 2022

As the head of a critical independent oversight function of an organization, the CAE operates within the typical leadership structure of the organization, but reports directly to the audit committee. . Four Ways CAEs Can Promote a Risk-Based Audit Committee Meeting. Highlight Current Risk Exposures.

Compliance 89

Compliance Technology 89

ThomsonReuters

APRIL 30, 2024

Auditors can sample data effectively by using statistical techniques to stratify data based on risk factors. Automated data analysis tools detect anomalies, outliers, and red flags, allowing auditors to focus on high-risk areas. Supervised learning uses labeled data, while unsupervised learning finds patterns in unlabeled data.

Data Analysis 52

Data Analysis Technology Start-ups Compliance 52

ThomsonReuters

JULY 8, 2021

Multinational enterprises (MNEs) began using centralized shared services centers three decades ago to standardize and improve efficiency in back-office functions such as finance & accounting, human resources, and IT. TMF Group uses the ONESOURCE Statutory Reporting solution from Thomson Reuters in its tax software suite.).

Technology 98

Technology Finance Compliance Corporate Finance 98

Audit Board

OCTOBER 26, 2023

An April 2023 McKinsey Global Survey — only six months in — found 79% of respondents reporting exposure to generative AI, 22% regularly using it in their work, and 33% whose organizations were using it in at least one function. EU’s AI Act ; calls for US oversight ) and academic studies on the impacts are well underway.

Start-ups 52

Start-ups Banking Technology Compliance 52

Equilest

MARCH 13, 2024

Factors such as brand strength, customer base, intellectual property, management quality, and competitive positioning must be evaluated to determine the intrinsic value of the business. Methods of Valuation Several methods are commonly used to value partial ownership interests, each with its strengths and limitations.

Asset-based Approach 40

Asset-based Approach Business Valuation Discounted Cash Flow Compliance 40

Audit Board

SEPTEMBER 29, 2023

Leaders from Ernst & Young discuss the benefits of automated controls testing, what practical steps to take, and how to use AuditBoard to drive automation. Solene Alos (Ernst & Young): There are three key IT processes involved, and the first one is managing access. The third process is IT operations.

Start-ups 52

Start-ups Technology 52

Audit Board

JUNE 13, 2022

Integrated risk management (IRM) is a strategic and collaborative way for organizations to manage risk across their entire group. This strategy accepts risk as a part of doing business, and pulls it into a company’s culture so that the organization manages risk as a part of both daily operations and long-term strategy.

Compliance 52

Compliance Technology Start-ups Marketability 52

ThomsonReuters

DECEMBER 13, 2021

On one hand, tax automation saves time, minimizes the risk of human error, and can help elevate indirect tax from a back-office compliance function to a more valuable strategic advisory role. The common denominator here is that something had to go wrong, or a problem had to be addressed, before management would pay attention.

Technology 52

Technology Compliance Finance 52

M&A Leadership Council

OCTOBER 31, 2023

It covers the M&A lifecycle, encompassing strategy, targeting, due diligence, transaction management, pre-announce and pre-close integration, post-close integration, and fundamentals of integration. Additionally, it delves into the critical role of IT and the importance of managing people and culture in integration.

Start-ups 52

Start-ups Technology 52

ThomsonReuters

MAY 12, 2022

What triggers a sales tax audit and how do you reduce the risk of an audit? This sales tax audit guide can help indirect tax teams avoid common audit triggers and manage the sales tax audit as smoothly as possible. Download our free whitepaper on managing sales and use tax audits. Treat the auditor with respect.

Compliance 105

Compliance Technology 105

Harvard Corporate Governance

APRIL 30, 2023

Posted by Wes Bricker, Kathryn Kaminsky and Kathy Neiland, PricewaterhouseCoopers LLP, on Sunday, April 30, 2023 Editor's Note: Wes Bricker and Kathryn Kaminsky are US Trust Solutions Co-Leaders, and Kathy Neiland is Partner and Leader at the Trust Leadership Institute, at PricewaterhouseCoopers LLP.

Start-ups 200

Start-ups Compliance Technology 200

Audit Board

JUNE 15, 2023

In the field of cybersecurity, risk management, and compliance, there are a collection of acronyms that you’ll hear often enough. Each of these organizations plays a role in the shifting tectonics of security, compliance, and risk. The attack on the Colonial Pipeline forced east coast operations to shut down.

Technology 52

Technology Compliance Start-ups Finance 52

ThomsonReuters

APRIL 4, 2024

The good news is that choosing the right technology solutions can help firms successfully navigate these choppy waters and gain a competitive advantage. Firms that fail to meet regulatory requirements risk severe financial, operational, and reputational harm. This has created tremendous pressures on the tax department,” he says.

Technology 52

Technology Start-ups Compliance 52

Audit Board

APRIL 27, 2023

Objectively evaluating risks, analyzing and assessing processes and systems for efficiencies, doing spot-checks for as-yet-unknown issues, and keeping departments aligned and meeting business objectives are all important ways that auditors can bring value. The internal audit function is crucial to a company’s growth.

Compliance 52

Compliance Start-ups Technology Finance 52

Peak Business Valuation

MARCH 27, 2024

This understanding can help owners and stakeholders make informed decisions about business operations. Yet, its use doesn’t end there. Most often it is requested when a business heavily relies on machinery and equipment to operate and generate revenue. If this is the case, read on! Businesses have slow seasons.

Appraisal 52

Appraisal Finance Business Valuation Compliance 52

Audit Board

DECEMBER 25, 2022

Risk management professionals face an unprecedented challenge trying to keep up with the increasing rate of change in the risk landscape. Many risk managers tune in to AuditBoard’s Webinar Series to keep up to date about emerging risks and mitigation strategies from industry-leading experts.

Start-ups 52

Start-ups Compliance Equity Technology 52

ThomsonReuters

JUNE 7, 2023

“Now think about managing that from halfway around the world when Japan has a new regulation for tax or a Work Council in Germany is dictating some specific methods and procedures and understanding what it means for the employer and workers.” . “If you just look at the U.S., More businesses warming up to adding A.I.

Compliance 52

Compliance Technology 52

M&A Leadership Council

SEPTEMBER 6, 2023

SaaS Executives Share 5 Lessons By John Christman, Former Corporate Development Global Head of M&A Integration, Cognizant Technology Solutions Digital transformation is increasingly driving the acquisition of new, different and non-traditional businesses that require a substantially different approach to integration.

Technology 52

Technology Finance Marketability 52

Equilest

OCTOBER 5, 2023

Whether it's optimizing operations, enhancing cybersecurity, or implementing cutting-edge software solutions, these firms offer invaluable expertise. For example, if the firm serves clients from various industries like healthcare, finance, and manufacturing, it reduces the risk associated with industry-specific downturns.

Asset-based Approach 40

Asset-based Approach Business Valuation Compliance Technology 40

ThomsonReuters

JANUARY 20, 2022

The webinar features David Gassman, Head of Tax Operations at a New York-based financial services firm, and Melissa Oaks, Director of Current Awareness for Thomson Reuters Checkpoint , the premier research and guidance platform for tax and accounting professionals. Manage risks of the unknown and minimize knowledge gaps.

Compliance 52

Compliance Technology Start-ups 52

Audit Board

JUNE 22, 2023

Security and privacy are typically regarded as key risks from an internal audit perspective. to acquire goods or services, or change jobs) Personal health information As digital transformation produces more big data, this naturally creates more security and privacy risk. Data risks during internal audits and investigations.

Technology 52

Technology Compliance 52

Audit Board

JANUARY 25, 2023

However, this information’s reliability, meaningfulness, and use are suspect. In addition, these new reporting efforts have created independent cost structures within companies dedicated to managing sustainability and ESG risks in an ad-hoc, fragmented way. Momentum is growing, and not simply due to impending regulation.

Start-ups 52

Start-ups Technology Compliance 52

Reynolds Holding

MAY 13, 2024

We argue that bank regulation and supervision interfere with pricing risk by creating opacity. In the process, they have imposed a large cost on the public for a situation that they managed inadequately. The costs can potentially be measured relative to GDP, although we are not familiar with estimates using U.S.

Banking 64

Banking Equity Marketability Finance 64

Value Scout

MARCH 30, 2023

Selling a company to financial investors as a successor solution is difficult for many entrepreneurs to imagine. The right solution for succession can then be to sell the business to financial investors and private equity managers. The company not only survives but develops further under new management.

Equity 52

Equity Finance Marketability 52

ThomsonReuters

NOVEMBER 23, 2022

As a result, understanding how to manage the transition to a more automated, technologically sophisticated department is a top priority for many tax leaders. Other business-related reasons can also play a role, such as: A management push for greater efficiency and higher profit margins.

Technology 59

Technology Start-ups Compliance 59

Lighter Capital

DECEMBER 22, 2023

Prominent SaaS financing solutions feature a straightforward application process, fast funding, flexible repayment terms, and, most important, zero equity dilution. How do you know whether a short-term business loan can help your SaaS business grow without adding unnecessary risk and costs? QUESTION 1: What am I using the loan for?

Finance 59

Finance Start-ups Debt Financing B2B 59

Simply Treasury

JUNE 3, 2021

Many companies use these hedging instruments (derivatives) to protect themselves against a change in the value of the currency against the company's functional currency. But when the underlying currency disappears, the hedge becomes speculative and a real risk. Cash-Flow Hedge (CFH) Method applied. TMS), and shifted in time.

Equity 52

Equity Marketability 52

Audit Board

AUGUST 10, 2023

ESG disclosures have taken the spotlight in recent years as part of a trend of increased scrutiny around risk, compliance, and cybersecurity. The SEC’s announcement suggested that these reporting processes take a risk management-based approach. What Are Current and Future ESG Requirements?

Compliance 52

Compliance Start-ups Data Analysis Equity 52

Lighter Capital

DECEMBER 28, 2021

R3 Business Solutions. Bloomz is the creator of the mobile and web app connecting teachers and school administrators with parents and students, in a secure, private, easy to use environment. School Bytes is an administration software company providing schools with the tools they need to operate smoothly and efficiently.

Technology 52

Technology Start-ups Finance Equity 52

Audit Board

SEPTEMBER 13, 2022

Too often fraud fails to be seen as a key risk deserving of regular attention. . Internal auditors, however, have a critical role in keeping fraud on the radar and being part of the solution. Intentionality distinguishes it from other risks — fraud is different from error, incompetence, or bad luck. What Is Fraud?

Technology 52

Technology 52

Benzinga

FEBRUARY 29, 2024

Cash Flows from Operations of $162.8 Cash Flows from Operations of $56.7 Cash Flows from Operations of $162.8 Cash Flows from Operations of $56.7 Full Year 2023 Highlights 1 Revenues of $763.8 million Net Income of $37.3 million; Adjusted Net Income of $145.8 million Adjusted EBITDA of $237.6 million, after the $217.7

EBITDA 40

EBITDA Dividends Technology Total Shareholder Return 40

Reynolds Holding

DECEMBER 21, 2022

the quality of a company’s management approach to environmental, social and governance (ESG) risks and opportunities) and the Financial quality (i.e., a company’s risk-adjusted profitability) of a firm in their day-to-day investment due diligence. This is exactly the use case for the new ISS ESGF solution.

Finance 45

Finance 45

Reynolds Holding

APRIL 3, 2022

Last year’s proxy season saw investor support for an unprecedented number of ESG proposals, on issues ranging from climate change to human capital management to diversity, equity and inclusion. Proxy advisory firms increasingly recommended that shareholders vote for such proposals.

Equity 65

Equity Finance Technology 65

M&A Leadership Council

AUGUST 31, 2022

Each day’s session provides an overview of essential learning, processes, and best practices necessary for key business leaders and the integration program management team. If you have taken our former training program The Art of M&A® Program Management, this course will be a refresh of that. The course is a total of 10.5

Start-ups 52

Start-ups 52

ThomsonReuters

APRIL 18, 2023

The question then becomes: how? To assist today’s firms, this article will provide an overview of some of the top accounting issues firms face and the solutions that can help them tip the scale in their favor. Firms that do not offer staff the flexibility they desire risk losing talent. What are the current issues in accounting?

Technology 52

Technology Compliance Start-ups Finance 52