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  • Podcast

    June 9, 2022
    Podcast | Opportunities for greater efficiencies in SOX programmes may have a familiar ring to them
    Protiviti Managing Directors Clint McPherson and Seth Schrank discuss opportunities to pursue procedural and structural changes in SOX compliance programmes, most notably through the use of third-party delivery centers to handle the highly defined and repeatable controls testing work that dominates SOX compliance efforts.

  • Client Story

    September 26, 2022
    U.S. energy leader undertakes a successful divestiture through a strong programme management office
    A leading Fortune 500 energy company with nine million utility customers sought to divest a long-held subsidiary to another leading energy provider. Solving the complex transition of technology, data and customer service from one provider to another required a comprehensive understanding of both the security environment and the timing of regulatory approvals. Utilising a team of experienced…

  • Whitepaper

    June 1, 2022
    How can an enterprise use access management to establish a Zero Trust environment?
    A hybrid RBAC, ABAC and PBAC framework is the best practice approach A strong access management programme is foundational to establishing a Zero Trust environment by using contextual information to continuously validate that users are who they say they are and by restricting user access to necessary resources only. Within the Zero Trust framework, identity governance and risk-based…

  • Survey

    September 8, 2025
    2025 Global Finance Trends Survey
    Finance trends 2025 report outlines CFO priorities, AI adoption in financial services, and finance transformation driving the future of finance.

  • Podcast

    September 28, 2022
    Podcast | Sustainable Finance
    With the dominance of ESG as a key agenda item in the boardroom and C-suite, it’s no surprise that one especially noteworthy topic is sustainable finance – ensuring that investments in products and services are aligned with ESG and sustainability standards. This certainly is a key area of focus in financial services.In this podcast, Protiviti’s Paul Middleton interviews Ana Carolina Oliveira,…

  • Podcast

    August 13, 2022
    Podcast | Focusing on ESG Planning and Strategy
    ESG is a driving theme and priority for most organisations around the world today. And like any other key initiative within these organisations, whether it be global expansion or launching new product lines, there must be a plan and strategy for ESG programmes and activities. They cannot be approached as a side project. In this episode of Board Perspectives, we speak with Protiviti’s Ellen…

  • Newsletter

    August 15, 2022
    Improving Board Performance in Disruptive Times
    The 2020s are well on their way to earning the ominous label of a troubling, disruptive decade, but there remain viable opportunities amid the challenges. What is the board’s role in preparing the organisation for “show-stopping” and potentially existential risks? The Story: A global board survey conducted by McKinsey of approximately 1,500 corporate directors found that directors “are not…

  • Newsletter

    May 10, 2022
    SIFMA Quantum Dawn VI
    A Decade of Testing and Resilience Over the past 10 years, the Securities Industry and Financial Markets Association (SIFMA) has coordinated a series of industrywide resilience exercises known as Quantum Dawn. These exercises provide a forum for financial firms, regulatory bodies, central banks, law enforcement, government agencies, trade associations and information-sharing organisations to…

  • Podcast

    September 20, 2022
    Risky Women Podcast | Risk & Compliance at the Speed of Modern Business: Lynn Haaland
    Christine Halvorsen, Protiviti's U.S. Risk and Compliance lead, talks with Lynn Haaland, Chief Compliance, Ethics & Privacy Officer at Zoom Video Communications about the Risk and Compliance at the speed of modern business. Halvorsen and Haaland discuss how to establish a successful framework for managing privacy and compliance in a technology company and how to balance top privacy issues at…

  • Podcast

    July 21, 2022
    Risky Women Podcast | Compliance & Risk Challenges for Small Asset Management Firms: Amy Aubin
    Jackie Sanz of Protiviti talks with Amy Aubin, a CCO of two firms in Canada, about compliance and risk challenges faced by compliance professionals of smaller firms in the asset management industry, where innovation and access to compliance networks are of importance in the management of risk. Amy Aubin is the Chief Compliance Officer of Waypoint Investment Partners Inc., an independent wealth…
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