Insight Search Search Submit Sort by: Relevance Date Search Sort by Relevance Date Order Asc Desc Client Story June 30, 2023 Change management, automation and new digital tools transform finance operations for educational services company A $1 billion educational services holding company that operates in the U.S., Australia and New Zealand needed to transform its finance operations. The organisation, which operates numerous higher-education institutions and provides a workplace educational benefits administration solution, enrolled more than 100,000 students in its universities and served 50,000 workplace learners in 2021, growing… Whitepaper March 24, 2023 Collaboration: The key to better management of cybercrime and financial crime By Carol Beaumier and Bernadine ReeseSharing information and lessons learned has become increasingly critical for the effective management of cybercrime and related financial crime. This need requires financial institutions to rethink how they have historically managed these risks. Whitepaper June 27, 2023 What Role Should Compliance Play in ESG? By Bernadine Reese and Jackie SanzRegulators and many other stakeholders are intently focused on how financial institutions address environmental, social and governance (ESG) matters. Within financial institutions, boards of directors, executive management and much of the C-suite are weighing in on the ESG strategy and approach. Chief compliance officers (CCOs), though, have been remarkedly… Whitepaper March 14, 2023 Business Planning & Analysis Is the Next Generation of Financial Planning As finance leaders collaborate with their business partners to adjust plans in the face of economic headwinds, they should take a moment to reflect on the state of their financial planning capabilities: Are financial plans adequately linked to business strategies? Does finance sufficiently partner with cross-functional teams? Are processes automated enough? Are relevant data available and… Client Story January 6, 2026 Universal Parks & Resorts Transforms Its Supply Chain Team’s People Readiness Universal Parks & Resorts (UPR) welcomes guests around the world to experience epic stories and exhilarating adventures in astonishing and immersive new ways. UPR had undergone significant change and restructuring in the five years prior to Protiviti’s involvement and as a result, supply chain team members were unclear about their roles and responsibilities. In addition, UPR was looking to… Whitepaper October 16, 2025 Executive Committee Lifecycle Management: From Formation to Sunset In today’s dynamic business environment, organizations are under pressure to optimize operations, drive innovation, and manage risk more effectively than ever. Lifecycle management plays a pivotal role in enabling this transformation — from strategy and implementation to governance and value realization. By integrating structure, agility, and visibility across the entire lifecycle, it empowers… Whitepaper October 18, 2025 AI Powered Enterprise: Driving Internal Productivity & Innovation From Experiments to Enterprise InfrastructureAs AI rapidly evolves from experimentation to enterprise infrastructure, organisations across industries are embedding it deep into their internal operations. From HR to audit, IT to strategy, companies are no longer just exploring AI—they’re building smarter, faster, and more responsive ways of working. This report highlights how enterprises are… Client Story March 30, 2022 Journey to the Microsoft Cloud: Global financial services institution modernizes and protects data assets with Microsoft 365 Faced with the technical, compliance and data security challenges of launching Microsoft 365 across their global enterprise, a large financial services and investment institution needed to successfully deploy Microsoft 365 to its 30,000 employees while ensuring governance, compliance and data security. Because of the size and complexity of their firm, the financial institution had concerns with… Client Story February 23, 2022 A strategic co-sourcing partnership: Healthcare system chooses Protiviti as its trusted adviser in internal audit and compliance Healthcare organisations are under growing pressure to meet compliance obligations, maintain profit margins, optimise the revenue cycle functions and reduce risk. Most risks in the healthcare industry are exacerbated by provider organisations performing a variety of services and having decentralised operations across multiple states — risks audit and compliance functions must address. Some… Whitepaper July 14, 2025 Navigating the Financial Services Industry’s Compliance Priorities in 2025: Mid-Year Checkpoint When we published our 2025 compliance priorities for financial services companies last December, we acknowledged that for a variety of reasons, understanding and managing compliance risks this year would be a true test of the industry’s commitment and acumen. Among factors adding to the challenge this year, we noted the rapid pace of technological advancement, geopolitical tensions, and diverging… Load More