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  • Insights paper

    November 18, 2025
    Audit Committee Self-Assessment Guide: Key Questions for 2026
    Effective audit committees continuously evaluate their roles, responsibilities, and performance to drive improvement. Our Audit Committee Self-Assessment Questions are designed to help guide committees in their evaluation.These questions are illustrative and do not purport to cover every topic the committee should consider, nor are they intended to be a one-size-fits-all approach that applies to…

  • 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…

  • 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.

  • Insights paper

    March 12, 2026
    Due diligence reimagined: AI’s impact on valuations
    Artificial intelligence is fundamentally reshaping how companies innovate, operate and compete. For a private equity firm assessing the value of a portfolio company or any enterprise, due diligence must include — and even hinges on — the prospect’s AI maturity and capabilities, including potential disruption to existing business models.

  • Client Story

    March 12, 2026
    Answering the Call: Teleservices Ignite Enrollment Outreach at Major University
    University admissions teams across the U.S., regardless of the institution’s size, are facing capacity concerns. Lead volumes are rising, while staffing remains flat or declines. At the same time, these teams are spending more time sorting through invalid leads, duplicate records, and bot traffic that masks true demand and slows admissions rep response times. What results is a growing gap between…

  • Whitepaper

    March 31, 2026
    SIFMA’s Quantum Dawn VIII After-Action Report
    Financial institutions are operating in an environment where severe weather, cyber threats, third-party failures, and infrastructure disruption increasingly collide – forcing leaders to make critical decisions with incomplete information, across systems they don’t fully control.That reality was tested in SIFMA’s global Quantum Dawn VIII exercise, where Protiviti worked alongside more than 1,000…

  • Newsletter

    April 1, 2026
    Private Equity Insights Q1 2026
    This issue of Private Equity Insights examines where growth is accelerating and why operational modernization is critical to portfolio performance. We also explore how AI is reshaping diligence and why agile budgeting is essential to keep up with rapidly changing business needs.

  • Survey

    January 22, 2026
    Simplify for success: Financial services firms must streamline operations, embrace technology enablement
    Download Protiviti’s Top Risks Report 2026 for the financial industry, with insights on AI adoption, cyber threats, regulatory shifts and economic uncertainty.

  • 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…

  • Newsletter

    August 17, 2026
    CFO Insights
    This month, explore how finance leaders are turning AI investments into measurable business outcomes, maximizing transformation initiatives and strengthening governance. From practical strategies for creating value to celebrating influential women driving change in banking, discover insights shaping the next generation of finance leadership.
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