Results for “Finance Trends Survey” Search Submit Filter by: Advanced Filter All results Solutions Industry Typelist People Client Story Insights/Blogs Filter Search Sort by RelevanceDate Order AscDesc Whitepaper March 25, 2025 Internal Audit Benchmarking Trends in Healthcare Global Internal Audit Standards require that a charter specify the internal audit function’s organisational position and reporting relationships and describe administrative reporting responsibilities, such as the process for approving human resources administration and budgets. Leaders can use benchmarking comparisons to gauge the alignment of their strategy, structure, responsibilities, and… Whitepaper March 11, 2024 Internal Audit Benchmarking Trends in Healthcare Internal audit (IA) functions continue to undergo significant changes ranging from the expanded use of emerging technologies, including robust data analytics and artificial intelligence (AI), and options on where their people work (i.e., remote, hybrid or onsite). IA functions within healthcare organizations have continued to evolve and adapt— some faster than others. Keep the pace by comparing… Podcast February 21, 2021 Podcast - ESG and Financial Reporting Trends In this podcast, Protiviti Senior Managing Director Bob Hirth and Managing Director Chris Wright share their thoughts and insights about a number of ESG topics. Podcast Transcript February 21, 2021 Transcript - ESG and Financial Reporting Trends In this podcast, Protiviti Senior Managing Director Bob Hirth and Managing Director Chris Wright share their thoughts and insights about a number of ESG topics. Client Story November 18, 2022 Insurance Distribution Firm Positions Itself for Successful IPO and Global Expansion with Finance and Technology Transformation An award-winning, entrepreneurial insurance distribution and risk management firm serving more than 1.2 million clients was facing multiple challenges as it prepared to launch an initial public offering (IPO). The company was experiencing massive growth through the acquisition of as many as 20 companies per year. Its leadership was innovating the industry with a vision to expand internationally,… Blog October 21, 2024 Protiviti-Oxford survey shows ‘us vs. them’ disconnect in how global execs view data privacy 86% of executives say they are confident or extremely confident their company is doing everything it possibly can to protect customer data. Only 8% of global executives say they are concerned or extremely concerned about their company’s ability to protect customer and client data over the next five years.80% of global business leaders say AI will be beneficial for their company’s data privacy… Blog October 9, 2019 The OCC’s 2020 Supervision Plan Targets Emerging Risks Facing Financial Institutions In its 2020 fiscal year bank supervision operating plan, the Office of the Comptroller of the Currency (OCC) identifies cybersecurity and operational resiliency, Bank Secrecy Act/anti-money laundering compliance management, commercial and retail credit underwriting practices, and commercial and retail credit oversight and control functions among its top supervisory priorities. In… Blog May 16, 2016 Relationships and Risks: A Closer Look at the CBOK Survey May is International Internal Audit Awareness Month. We are celebrating with a series of blog posts focused on internal audit topics and the daily challenges and future of the internal audit profession. I recently had the honor of hosting a webinar with The Institute of Internal Auditors on the 2016 CBOK Stakeholders Study and the evolving role of internal auditors beyond… Blog March 9, 2022 Things to Know Before Upgrading to Microsoft Dynamics 365 For Finance and Operations Microsoft extended support for AX2012 R3 is ending in January of 2023. Because of this end of support, many organizations are looking to upgrade to the cloud version known as Dynamics 365 for Finance and Operations (D365F&0). By moving to D365F&O, organizations can take advantage of the new infrastructure and functionality to facilitate the effective execution of business processes. Key… Blog August 30, 2022 5 Quick Tips for a Stronger Interface in Microsoft Dynamics 365 Finance and Supply Chain Management Microsoft Dynamics 365 Finance and Supply Chain Management (D365 F&SCM), formerly Dynamics 365 Finance and Operations (D365 F&O), offers numerous features that help companies achieve operational excellence and create a friendlier customer experience. Based on our work with clients, we have developed these fast five tips and tricks to achieve a more user-friendly interface in D365.… Load More
