Harvard Corporate Governance

NOVEMBER 5, 2022

This post provides an overview of shareholder resolutions filed at Russell 3000 and S&P 500 companies through mid-July 2022, including trends regarding the volume and topics of shareholder proposals, the level of support received by those proposals when put to a vote, and the types of proposal sponsors. more…).

Equity 331

Equity Marketability 331

Harvard Corporate Governance

JULY 21, 2022

Around the globe, diversity, equity, and inclusion (DE&I) has grown to become a critically important boardroom topic given the increasing focus by legislatures, regulatory bodies, stock exchanges, investors, and the general public. This post is based on a Russell Reynolds memorandum by Mr. Fields, Ms.

Equity 130

Equity Marketability 130

Harvard Corporate Governance

JULY 16, 2022

For its fourth annual survey of ESG disclosure in SEC filings, [2] the White & Case Public Company Advisory Group reviewed the annual meeting proxy statements and annual reports of 50 companies in the Fortune 100. [3] The Seven ESG Topics on the Rise in 2022. The regulatory landscape for ESG disclosure by U.S. more…).

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ThomsonReuters

JULY 6, 2023

If you’re a leader within an accounting firm, you’ve likely heard of advisory services and their lucrative impact. Offering your clients proactive advice through accounting advisory services is especially important as the regulatory and legislative landscape continues to become increasingly complex. Let’s take a look.

Accounting Firms 98

Accounting Firms Compliance Start-ups Marketability 98

Harvard Corporate Governance

SEPTEMBER 22, 2022

Posted by Daniel Laddin and Louisa Heywood, Compensation Advisory Partners, on Wednesday, September 21, 2022 Editor's Note: Daniel Laddin is a founding partner and Louisa Heywood is an analyst at Compensation Advisory Partners. This post is based on their CAP memorandum. Bebchuk and Jesse M.

Equity 169

Equity Marketability 169

IVSC

JUNE 6, 2023

He was Chairman of the Board of Trustees of Fundação Estudar and a member of the Advisory Board of Columbia Global Centers Latin America (Rio de Janeiro) and of the Committee for Acquisitions and Mergers (CAF), as well as a Fiscal Advisor to the Lemann Foundation. He has more than 37 years of transaction and accounting experience.

Equity 130

Equity Mergers & Acquisitions Marketability 130

IVSC

JANUARY 24, 2024

IVSC use a number of means to understand what changes are necessary in the standards, which include, but are not limited to: Agenda Consultation; This includes key topics to be considered by the all the boards and specific topics suggested by the Technical Boards.

Intangible Assets 279

Intangible Assets Compliance Marketability Banking 279

Harvard Corporate Governance

AUGUST 11, 2023

Larcker (Stanford University) , on Monday, August 7, 2023 Tags: CEO Pay , equity awards , Executive Compensation , pay versus performance , Proxy advisory , shareholder engagement How Governance Professionals Are Guiding Corporate Disclosure on E&S Topics Posted by Sarah Crowe and Charles Neidenbach, Nasdaq, Inc.,

Marketability 189

Marketability Compliance Equity 189

IVSC

MAY 2, 2023

This webinar will explore topics such as the impact of inflation, and the potential effects of ongoing geopolitical tensions on global markets. Panellists David Larsen United States Managing Director, Alternative Asset Advisory, Kroll Mary Barth United States Professor of Accounting, Stanford University and Vice Chair of the U.S.

Banking 246

Banking Marketability 246

ThomsonReuters

NOVEMBER 21, 2023

Jump to: Set engagements and expectations for next year Address economic pressures that are top of mind Advise on tax planning topics As the year comes to a close, most accounting firms are guiding clients through the complexities of year-end tax planning. Take stock of the topics you commonly address with clients at year-end.

Start-ups 52

Start-ups Accounting Firms 52

Harvard Corporate Governance

JULY 29, 2022

Posted by Dan Konigsburg, Jo Iwasaki and William Touche, Deloitte LLP, on Friday, July 29, 2022 Editor's Note: Dan Konigsburg is Global Corporate Governance Leader, Jo Iwasaki is Corporate Governance Advisory Lead, and William Touche is a senior audit partner at Deloitte. This post is based on a Deloitte memorandum by Mr. Konigsburg, Ms.

Technology 243

Technology 243

Trout CPA

FEBRUARY 22, 2023

Written by Andrew Rice, CPA, CVA , Managing Director of Trout CPA’s Transaction Advisory Services If there’s one M&A topic that continually rears its head, causing confusion (at best) and consternation (at worst), it’s net working capital (NWC).

Business Valuation 52

Business Valuation 52

IVSC

JANUARY 14, 2024

These engagements include creating capacity-building programmes for ADB personnel, organising events on topics relevant to the region, and collaborating with IVSC on specific ventures. This initiative is targeted at improving valuation standards, benefiting ADB and its stakeholders alike. Join the IVSC as a member!

Banking 130

Banking 130

ThomsonReuters

SEPTEMBER 1, 2022

Imagine this: An advisory-focused conference built by advisory experts that helps tax and accounting practitioners capitalize on the success of their business. That’s the concept behind the Advisory Symposium, the first of which was held June 21-23 in Naples, Florida. “We Connecting beginners and old pros.

Accounting Firms 52

Accounting Firms 52

IVSC

APRIL 29, 2022

Join participants from around the world and hear from leading international experts on topics including the global economic outlook, the impact of inflation on valuation and the cost of capital, and the growing influence of digital assets in the investment world. Henk Oosterhout Netherlands Managing Director, Valuation Advisory, Kroll.

Intangible Assets 246

Intangible Assets Finance Enterprise Value Corporate Finance 246

IVSC

JULY 14, 2022

During his career Richard has worked in Sydney, Canberra, New York and London and with clients throughout the world, specialising in valuation and financial advisory services. Most recently, Andreas has overseen the BVB’s work to issue Perspectives Papers on topics including Goodwill, Intangibles and ESG.

Business Valuation 130

Business Valuation Intangible Assets Technology 130

ThomsonReuters

JULY 6, 2023

But what does accounting advisory mean and how can your firm take advantage of this unique opportunity to showcase your knowledge and build deeper relationships with your clients? Let’s take a look at the basics. What is accounting advisory? Watch now >> What is the difference between accounting advisory and consulting?

Start-ups 88

Start-ups Compliance Accounting Firms Technology 88

Harvard Corporate Governance

APRIL 24, 2023

While many directors have gained an understanding of the barriers facing women, racial or ethnic minorities to access the boardroom, some continue to perceive the topic of LGBTQ+ representation as irrelevant to governance questions. ” And when the other character asks, “how much CO2 do you plan to add?

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ThomsonReuters

JULY 11, 2023

Facing a rise in client expectations and an increasingly complex regulatory environment , a growing number of firms are looking to transform their practice and take their advisory services to the next level. So how can firms elevate their advisory journey? What are the paths to advisory services? Is your firm among them?

Compliance 75

Compliance Marketability 75

IVSC

APRIL 12, 2024

The dialogue included specialised topics such as the valuation of digital and intangible assets, reflecting the industry’s adaptation to contemporary economic challenges. Rena Lee, Ms. Technical Tour - National Green Development Fund From left: Mr.

Intangible Assets 130

Intangible Assets Banking Appraisal Finance 130

ThomsonReuters

JANUARY 4, 2024

Tax planning strategy #3: Become a strategic advisor With technology capable of handling the mundane, today’s accounting firms are embracing a profitable shift toward advisory services. To view your clients’ taxes as a multi-year consideration, consider broadening your tax season discussions to include advice that spans several years out.

Accounting Firms 78

Accounting Firms Technology Compliance Marketability 78

IVSC

SEPTEMBER 30, 2022

He was Chairman of the Board of Trustees of Fundação Estudar and a member of the Advisory Board of Columbia Global Centers Latin America (Rio de Janeiro) and of the Committee for Acquisitions and Mergers (CAF), as well as a Fiscal Advisor to the Lemann Foundation.

Banking 246

Banking Start-ups Marketability Finance 246

Appraiser Newsroom

SEPTEMBER 28, 2022

The International Valuation Standards Council, an independent global standard setter for the valuation profession, held their 2022 Advisory Group Meeting in in Ft. Participants included the IVSC Board of Trustees, the Advisory Forum Working Group, the Business Valuation Board, the Financial Instruments Board, and the Standards Review Board.

Business Valuation 52

Business Valuation Appraisal 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

Audit Board

OCTOBER 31, 2022

Moreover, companies will be able to leverage AuditBoard’s materiality assessment builder to help identify and prioritize ESG topics that matter to their stakeholders, and track progress against ESG goals with flexible rating scales.

Compliance 98

Compliance Equity 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

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 is also a frequent guest speaker in top business schools' MBA courses.

Risk-free Rate 130

Risk-free Rate Intangible Assets Appraisal Business Valuation 130

Harvard Corporate Governance

MARCH 1, 2024

ISS , non-GAAP , pay-versus-performance disclosure , Proxy advisory , Proxy season , Shareholder meetings DEI in an era of unrest: a few truths and a path forward Posted by Faten Alqaseer, Lisa R. Kovacs, Innisfree M&A Inc., Drewry, and Joshua M.

Treasury 100

Treasury Technology Equity 100

ThomsonReuters

SEPTEMBER 27, 2021

How can you know when your firm should offer advisory services? Let’s take a look at the different changes you might be experiencing, and how offering advisory services is a great response. By offering advisory services you will be well equipped with the time, resources, and quality material to best help your clients.

Start-ups 52

Start-ups Technology Marketability 52

Lighter Capital

NOVEMBER 15, 2023

Here’s a summary of the day’s events: Guest Speaker Paul Tontodonati , Founder & Director of Platform Advisory Partners , discussed the state of the economy and the outlook on the SaaS market. Guest Speaker Bryan Williams , Founder of Hockey Stick Advisory , spoke about partner ecosystems, an underutilized growth lever to scalability.

Banking 59

Banking Finance Marketability Equity 59

ThomsonReuters

DECEMBER 21, 2021

With step-by-step instructions on the development of a successful strategic plan and insightful guidance on the following hot topics, you’ll find all you need to make the most of the year ahead. . Making the move to advisory services . Meanwhile, advisory services have emerged as in demand. .

Accounting Firms 52

Accounting Firms Finance Marketability 52

Valutico

SEPTEMBER 12, 2022

If you’re interested in learning more about the topic of how to value a business, then you’re invited to join us live in person in Brussels, please find the details below. . Vista Capital Advisors is an independent corporate finance advisory boutique based in Brussels, Belgium. 12:00 Lunch. . About the Organisers: .

Corporate Finance 52

Corporate Finance Business Valuation Finance Banking 52

Appraiser Newsroom

JULY 5, 2022

Steven Munson, CFA, ASA , is a Senior Manager in CohnReznick Advisory Group’s Valuation Advisory Services practice and is based in the New York office. Karl Schwabauer, CPA, CFF, CVA is a senior member of the Business Advisory Services Team at Rosenfield & Co.

Appraisal 52

Appraisal Business Valuation Banking Technology 52

Reynolds Holding

NOVEMBER 17, 2022

Topics of conversation will include the current state and future direction of the M&A market, the role of institutional investors and activists in dealmaking, recent SEC developments, and pertinent litigation developments. M&A and corporate governance. Role of Institutional Investors and Activists in Dealmaking.

Finance 128

Finance Marketability Corporate Finance 128

Reynolds Holding

JUNE 14, 2023

It’s a pleasure to speak with the Small Business Capital Formation Advisory Committee. I am pleased to welcome the Advisory Committee’s 14 new members. Congress recognized this seven years ago when, through the Small Business Advocate Act of 2016, it established this Advisory Committee.

Marketability 45

Marketability Banking Technology 45

Scott Mashuda

JANUARY 31, 2023

During this one-day event, participants will attend interactive, action-oriented workshops with leading experts and practitioners on topics such as building your advisory team, communicating value, closing dream clients, and much more.

Business Valuation 52

Business Valuation Banking Equity Marketability 52

Audit Board

DECEMBER 25, 2022

The outstanding speakers for AuditBoard’s webinars covered emerging risk topics impacting organizations like auditing Environmental, Social, and Governance (ESG) programs, cybersecurity, inflation, and Diversity, Equity, and Inclusion (DEI). The next topic that attracted the attention of attendees was third-party risk management (TPRM).

Compliance 52

Compliance Start-ups Technology Equity 52