• Search in Protiviti.com

Insight Search

Sort by:

  • Insights paper

    October 29, 2024
    Technology-modernization projects must define and deliver tangible value to justify investment
    Unleash growth with technology modernization. Drive value, lower costs, increase flexibility and meet regulatory requirements effectively.

  • Video

    August 12, 2025
    Video | Why Leaders Miss the Mark on Buy-In, and How to Fix It
    In the fast-moving world of financial services, transformation isn’t just about technology or process — it’s about people. In this video from The Modern CIO Dilemma , Protiviti Managing Director Michael Bertan  explores the critical signals that reveal whether change initiatives are truly taking hold, and why even the most well-intentioned leaders can miss the mark on organizational buy-in.

  • Client Story

    April 5, 2024
    Seamless NetSuite Migration Optimizes Operations
    A leading fundraising and branding organization offering agency, data processing, and digital and media services was seeking a partner to facilitate the transition to NetSuite as the system of record for its operation.

  • 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. 

  • Whitepaper

    February 8, 2023
    Building Sustainable Data Governance Programs with Agile Concepts
    The digital revolution has led to an explosive growth in the amount of data created and collected, driving businesses to seek new ways to manage and discover value in the data they hold. In turn, the growth of stored data has been a longstanding management problem, which if not addressed can lead to potential vulnerabilities, data misuse, and possible data loss.

  • Podcast

    July 14, 2023
    Podcast | Procurement as a Service: Bringing Together Talent and Skills – with Chris Monk and Holly Lindstrom
    In the wake of a world-changing pandemic and amid current uncertainties in the global economy, organizations have made, and are making, some significant adjustments in their operations. For most, the procurement function is at or near the top of the list. These changes are critical for procurement leaders to navigate and manage as global supply challenges become more complex and organizations…

  • Podcast

    April 17, 2025
    Responding to Tariffs: Achieving Financial and Operational Agility in a Volatile Regulatory Environment – with Kerry Buchar and Lucas Manganaro
    Tariffs are dominating agendas and discussions in boardrooms, C suites and more as organizations try to figure out their impact on their products, services, supply chains, customer relationships and much more. In this episode, Protiviti managing directors Kerry Buchar and Lucas Manganaro discuss these and other effects and how organizations can address them timely and effectively.

  • 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…

  • Newsletter

    February 17, 2025
    Are Your Board Materials Highlighting What’s Really Important?
    Board materials have long been an issue. What makes this issue one that must be addressed with intention is the current competitive, digital and data-driven environment leaves less time to make decisions due to the pace of change.Directors want more strategic emphasis and less operational detail in boardroom prep materials and discussions. Yet, we continue to hear board members express the view…

  • Whitepaper

    November 26, 2025
    The NYDFS Part 500 Cybersecurity Audit Requirement
    As cyber threats grow ever more sophisticated and relentless, New York’s financial institutions face heightened regulatory expectations under NYDFS Part 500—anchored by a rigorous cybersecurity audit requirement for large entities. This mandate is not just about compliance; it’s an opportunity to strengthen resilience and build lasting trust in an increasingly digital financial ecosystem. NYDFS…
Loading...