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  • Podcast

    June 27, 2024
    Podcast | Get Ready for Your IPO: Financial Reporting, Cybersecurity, Sustainability and More – with Stephen Alicanti, Kristy Balsanek, Charles Soranno and Andrea Vardaro Thomas
    In this episode of Powerful Insights, we talk about all things around readiness for an initial public offering, or IPO. And spoiler alert, there is a lot to address: accounting, financial reporting, cybersecurity, and even ESG and climate reporting.

  • Video

    December 19, 2025
    Designing Fair Finance: The Playbook for Trust, Inclusion and AI Governance
    In an environment where financial services are rapidly digitising, CIOs are under increasing pressure to ensure that innovation doesn’t outpace responsibility. At Money20/20, Protiviti’s Melissa Desjardins, director, CIO solutions, financial services, sat down with Amanda Estiverne-Colas of the National Alliance for Financial Literacy and Inclusion (NAFLI) and Evan Feeney of Consumer Reports to…

  • Video

    December 17, 2025
    AI and Modernisation: Workforce Evolution, Change Champions and Customer Experience
    AI is transforming the workforce — but the story is one of evolution, not extinction. In this Money20/20 conversation, Protiviti’s Melissa Desjardins, director, CIO solutions, financial services, and Andrea Deal, associate director, CIO solutions, financial services, reflect on the real impact of artificial intelligence (AI) and modernisation, drawing on decades of experience guiding…

  • Video

    December 16, 2025
    The Modern CIO Dilemma: Trust, Transformation and Exponential Technology
    CIOs today face a pivotal crossroad — one defined by exponential technology, relentless transformation and the imperative to build trust at every level. In this Money20/20 conversation, Protiviti’s Dan Stummer, managing director, CIO solutions, financial services, and Andrea Deal, associate director, CIO solutions, financial services, unpack the modern CIO dilemma and offer pragmatic guidance for…

  • Infographic

    June 3, 2024
    Infographic | SIFMA’s Quantum Dawn VII
    Quantum Dawn VII is the latest iteration of SIFMA's biannual cybersecurity exercise focused on the outage of a critical third-party service provider (CTP). The simulation and concluding survey found many financial institutions are already experienced with the loss of CTPs, with protocols established for managing the outage. With such outages increasingly commonplace and regulators holding firms…

  • 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.

  • Whitepaper

    March 26, 2026
    Where fraud meets compliance: Building a stronger line of defense
    Efforts by the financial services industry to merge the management of fraud and compliance risk — particularly, but not exclusively, anti-money laundering (AML) risk — have been evolving over the last quarter century. There are examples, frequently unsuccessful, from the early 2000s of financial institutions — from traditional banks to insurance companies — that sought to integrate their fraud…

  • Whitepaper

    September 22, 2023
    Advanced Analytics in Sanctions Compliance
    The adoption of advanced analytical tools and emerging technologies such as AI and ML has continued to gain enterprise adoption across compliance solutions within the financial services industry.

  • Whitepaper

    December 1, 2025
    Compliance Priorities for 2026: The Most Unpredictable Year Yet
    With nearly seven decades of combined experience in financial services compliance, we have witnessed both aggressive and accommodative regulatory cycles—and the transitions between them. Regardless of the cycle, regulators have traditionally focused on certain priorities with relative consistency.

  • Podcast

    August 17, 2023
    Risky Women Podcast | Talent Management and the Nature of Work
    Tonya Hummers, Managing Director at Protiviti, speaks with Sarah Olthoff, Senior Vice President and Chief Business Risk Officer at Discover Financial Services.Watch the podcast as Tonya and Sarah discuss resiliency and adaptability as key traits for succeeding in the face of challenges, the evolving nature of work environments and shifts towards hybrid models to support flexible schedules in the…
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