Insight Search Search Submit Sort by: Relevance Date Search Sort by RelevanceDate Order AscDesc 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. Client Story September 26, 2024 Multinational Firm Enhances ESG Data Collection and Reporting to Guide Path to Meet CSRD Requirements Enhance trust in your ESG data collection and meet CSRD requirements confidently. Our client, a multinational firm, upgraded ESG reporting and prepared for 2026 EU's Corporate Sustainability Reporting Directive with success. Podcast February 10, 2025 Podcast ǀ The Strategic Alliance of the CCO and CLO In this special edition of the Protiviti Legal Perspectives podcast series, Protiviti Legal Consulting and Hedley May are joined by special guests Kate Ring, a Chief Compliance Officer, and Michelle Oroschakoff, a former Chief Legal Officer, who discuss the dynamic alliance between Chief Compliance Officers (CCO) and Chief Legal Officers (CLO) within the financial services sector and the… Whitepaper February 21, 2023 ISO 27001: 2022 - Key Changes and Approaches to Transition This article will address the changes and updates to ISO 27001 standard published on October 25, 2022, and the approaches organizations can take to implement the changes introduced. There have been significant advancements in technology, as well as an increase in the complexity of security threats since the last iteration of ISO 27001 was published on September 25, 2013. The changes introduced in… Whitepaper February 22, 2021 Changes to Accounting Standards Offer Transformational Opportunities for Insurers, with Extended Time to Implement Big changes are coming to how the insurance industry recognizes and reports out financial performance. But the effects won’t be felt just in the accounting department. IFRS 17, Insurance Contracts, and its U.S. companion, accounting standard ASU 2018-12, Targeted Improvements to the Accounting for Long-Duration Contracts, are intended to add clarity for investors in the wake of events and… Whitepaper July 19, 2021 Resilience Practices Can Help Firms Mitigate Supply Chain and Third-Party Provider Risks - Top of Mind Compliance Issues for 2021 Customers are major drivers of change in the marketplace. In times of stress, how well companies manage customer experience and expectation can determine whether they succeed. At the height of the COVID-19 pandemic, amid demand spikes and panic buying of household items like groceries and cleaning products, companies that successfully addressed customers’ demands (e.g., restocked alternative… Podcast August 29, 2023 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 October 9, 2023 Podcast | Navigating a Technology Risk-Filled Horizon The results from this year's Global Technology Audit Risks Survey, conducted by Protiviti and The Institute of Internal Auditors, reveal a complex and multifaceted landscape of technology risks. Cybersecurity is the top priority and by a wide margin. AI is an emerging risk with gaps in organizational preparedness and audit proficiency. The talent gap in IT is a growing concern and data privacy is… Podcast Transcript October 9, 2023 Transcript | Navigating a Technology Risk-Filled Horizon The results from this year's Global Technology Audit Risks Survey, conducted by Protiviti and The Institute of Internal Auditors, reveal a complex and multifaceted landscape of technology risks. Cybersecurity is the top priority and by a wide margin. AI is an emerging risk with gaps in organizational preparedness and audit proficiency. The talent gap in IT is a growing concern and data privacy is… 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… Load More
