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November 1, 2023

Video | Financial Institution Optimizes Customer Relationship Value through AI and Innovative Data Approach

A financial institution needed to effectively assign its relationship managers to optimize service, balance resource workloads and maximize revenue. We helped them develop a graph data structure and algorithms in the Microsoft Azure environment to organize and analyze nested banking customer relationships.This reduced daily data processing time by nearly 96% and automated more than 90% of client…
Podcast Transcript

August 29, 2023

Transcript | Implications of U.S. Banking Regulators’ Final Guidance on TPRM – with Brian Kostek, Kathryn Hardman and Helen Smith

In June, nearly two years after issuing their proposal for third-party risk management (TPRM), the U.S. banking regulators – the Office of the Comptroller of the Currency, the Board of Governors of the Federal Reserve System and the Federal Deposit Insurance Corporation – finalized their guidance.In this podcast, Brian Kostek from Protiviti interviews Kathryn Hardman from Veritex Bank and Helen…
Podcast

January 16, 2026

Podcast | Making the Energy Transition Bankable – with Alyse Mauro Mason and Geneviève Piché

In our latest edition of Board Perspectives, our conversation focuses on the challenge of guiding companies through an energy transition that requires significant capital, stronger risk governance, and early pathways to generating cash flow. As global supply chains shift and critical minerals grow more essential, directors must keep competitiveness front and center in an increasingly…
Podcast Transcript

December 19, 2022

Transcript | Understanding ESG Traceability in the Supply Chain – with Doug Johnson-Poensgen and Debjani Mallick

A fast-growing ESG topic in boardrooms and C-suites is ESG traceability – achieving transparency into the complete supply chain of goods and services. Organizations – and more importantly, their customers and clients – are seeking more transparent, secure and responsible supply chains. This is about far more than one supplier or manufacturer meeting the organization’s ESG standards. It’s about…
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October 1, 2024

CFO Priorities Center on Data Protection, Planning, Process Improvement and Leadership

CFO Priorities in data protection, strategic planning, and leadership are key for their role expansion and strategic positioning as CEOs.
Podcast

July 14, 2025

Podcast | From One Seat to Many: How Visibility and Networking Drive Board Appointments – with Frank Kurre

This episode of Blind Spots in the Boardroom podcast host Frank Kurre and guest Mark Rogers discuss how directors can secure a second or third board seat. The conversation explores the evolution of board recruitment, emphasizing the importance of self-promotion, networking with existing board members, and building visibility through thought leadership and engagement in governance forums. It…
Podcast

February 24, 2025

Podcast | Blind Spots in the Boardroom: Adapting to Political Changes with Frank Kurre and Lance Mangum 

This episode features a dialogue between Frank Kurre, Managing Director at Protiviti, and Lance Mangum, Staff Vice President of Government Affairs at FedEx Corporation. They delve into the implications of the current administration for corporate boards and the potential impact on your business operations.
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January 22, 2026

Cyber threats and workforce readiness cited among top risks as TMT firms accelerate AI push

Download Protiviti’s Top Risks Report 2026 for TMT industry to uncover executive insights on AI, agentic AI, cyber risk and industry transformation.
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January 22, 2026

Soaring demand and budgets present opportunities for aerospace and defense leaders

Download Protiviti’s 2026 Top Risks Report for the aerospace and defense industry, with insights on AI, cybersecurity, supply chain resilience and global market risks.
Client Story

December 14, 2023

Solving Legacy Accounting Challenges With Automation and Process Improvements

Protiviti partnered with clients to implement best-of-breed digital solutions to automate financial close processes, along with process improvements and data governance and controls solutions to resolve the issues. Change management to support accounting teams in adopting the new processes was also a key deliverable.

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