Insight Search Search Submit Sort by: Relevance Date Search Sort by RelevanceDate Order AscDesc Newsletter April 20, 2020 Compliance Insights - April 2020 Your monthly compliance news roundupOCC Reinforces Third-Party Risk Management ExpectationsRegulatory expectations related to third-party relationships have evolved considerably since 2013, when the Federal Reserve Board and Office of the Comptroller of the Currency (OCC) issued prescriptive guidances SR 13-19 and OCC 2013-29, respectively. To account for this evolution, the OCC… Client Story June 7, 2023 Resource backfill, technology and process change drive state procurement improvements Many institutions in the public sector are faced with improving the efficiency and responsiveness of their services and operations to better serve stakeholders and the public. High turnover and lengthy recruiting cycles are creating both a loss of tribal knowledge and an influx of inexperienced resources, leading to significant delays in day-to-day operations. Our client, a state procurement… Whitepaper April 13, 2020 Managing Conduct Risk: How Aggregating and Assessing Data Can Drive Culture-Changing Decisions . . .Second in a Series on Risk Quantification Nearly every financial institution expresses a commitment to fair and transparent treatment of customers, investors and partners, but many still struggle to articulate and communicate to employees what they deem to be appropriate conduct. Often, employees are left to presume whether their actions align with their organization’s culture. This chasm… Whitepaper August 23, 2021 Agile is strategic: It's time for finance to scale up its labor model Since it first emerged a few years ago within the finance and accounting groups of fast-growing technology organizations, the adoption of the flexible labor model has swiftly advanced across numerous industries and companies of all sizes. The finance and accounting group has always needed a flexible approach to its labor model due to unexpected changes in business units, automation platforms or… Whitepaper November 18, 2022 Managing credit risk in a differentiated downturn In this issue of the Credit Pulse, we look at credit risk considering the macroeconomic and geopolitical trends likely to shape the financial services industry over the next six months. First, we focus on critical considerations for loan servicers in the post-pandemic era. Then, we discuss risk management practices for non-financial organizations that extend trade credit and institutions that… Podcast October 5, 2020 Podcast: A Private Equity Perspective on Legal Services A Company in Your Portfolio Requires Legal Counsel – What Are Your Options? Protiviti Managing Director Rob Gould and Robert Half Managing Director Joel Wuesthoff discuss options for PE firms to access legal counsel and services. It is common for companies expanding through acquisitions to outgrow their in-house capabilities. This is often the case with legal services during acquisitions, when… Podcast Transcript October 5, 2020 Transcript- A Private Equity Perspective on Legal Services A Company in Your Portfolio Requires Legal Counsel – What Are Your Options? Protiviti Managing Director Rob Gould and Robert Half Managing Director Joel Wuesthoff discuss options for PE firms to access legal counsel and services. It is common for companies expanding through acquisitions to outgrow their in-house capabilities. This is often the case with legal services during acquisitions, when… Client Story March 11, 2024 Law Firm Navigates High-Stakes Class Action Litigation Our client had taken on a high-stakes, high-profile class action suit that, if successful, could result in a settlement impacting one of the world’s largest electronic consumer products companies and their customers. The client was faced with reviewing millions of pages of complex, highly technical documents provided by the defendant, and would require Protiviti to provide project management… Whitepaper April 22, 2020 Gaining Shelter from the Storm – A Finance Labor Model Tailor-Made to Manage Crises What happens to your finance organization – specifically, the critical processes, activities, reporting and deadlines for which you’re responsible – when your team is suddenly unavailable, unable to work in the office or remotely? Such situations have unfolded with blinding speed during the COVID-19 global pandemic. However, they can just as easily result from other potential emergencies that… Whitepaper February 22, 2021 Changes to Accounting Standards Offer Transformational Opportunities for Insurers, with Extended Time to Implement Big changes are coming to how the insurance industry recognizes and reports out financial performance. But the effects won’t be felt just in the accounting department. IFRS 17, Insurance Contracts, and its U.S. companion, accounting standard ASU 2018-12, Targeted Improvements to the Accounting for Long-Duration Contracts, are intended to add clarity for investors in the wake of events and… Load More
