Insight Search Search Submit Sort by: Relevance Date Search Sort by RelevanceDate Order AscDesc Whitepaper October 6, 2021 Fortified In The Cloud - The Risk Management Strengths of Cloud Service Providers for the Financial Services Industry Cloud is on the rise in financial services and regulators are taking note. The widespread use of cloud service providers (CSPs) in the financial services industry continues to grow. According to a recent study by the Cloud Security Alliance (CSA), 91% of financial services organizations are actively using cloud services today or plan to employ them within six to nine months. That is double the… Research Guide March 7, 2025 Guide to Public Company Transformation: Frequently Asked Questions Initial public offerings (IPOs) often generate a great deal of excitement and can give new luster to company brands. It is easy to forget that IPOs can only thrive in the right business climate – and for organizations that have undertaken the business transformation necessary to reach this stage.As this Guide to Public Company Transformation makes clear, preparing to become a public company is… Client Story February 16, 2023 From legacy systems to cloud-based native microservices: finding success with AWS Successware is an end-to-end business management solution for the home service industry that supports both independent and franchise owners of the three trades brands franchised by affiliates of its parent company, Authority Brands, Inc. Successware Classic is a legacy software system built with Citrix, VDI, and SQL server hosted in a data center. This solution has been in place since the 1990s,… Newsletter July 10, 2024 Maximizing CX: The Game You Must Win How a business engages its customers at every point of their buying journey is critical to connecting the organization’s brand promise to, and delivering on, an exceptional customer experience. Does the board understand what the organization does to differentiate itself with its customers? If not, it should.Performance management is on the radar of every board. Customer satisfaction and loyalty… Insights paper April 19, 2024 Key Medical Coding Audit Topics Compliance Auditors Should Consider The average cost to rework a claim or appeal a denial is approximately $118 per claim for hospitals and $25 per claim for physician practices. Failing to document, code and submit clean claims properly can impact your organization’s bottom line via lost revenue due to denials and/or added labor costs to rework or appeal claims that could have been submitted correctly and paid on receipt. As… Flash Report July 31, 2023 SEC Cybersecurity Disclosure Enhancements: Efforts to Boost Investor Confidence On 26 July 2023, the U.S. Securities and Exchange Commission (SEC) adopted amendments1 to its rules on cybersecurity risk management, strategy, governance and incident reporting by public companies subject to the reporting requirements of the Securities Exchange Act of 1934. The SEC’s view is that cybersecurity threats and incidents pose an ongoing risk to public companies, investors and market… Client Story July 12, 2018 U.S retailer launches global supply chain capability in record time Even under normal conditions, creating a global supply chain capability from scratch is a complex and grueling endeavor. When a large U.S. retailer made a strategic decision to develop this ability — which included securing new overseas suppliers for tens of thousands of products, satisfying all customs requirements and creating a nationwide distribution capability — in less than six months, the… Whitepaper April 17, 2024 Internal Audit’s Role in Supporting Sustainability Reporting Environmental, social and governance (ESG) guidance, stakeholder demands and regulatory mandates are evolving and becoming more specific, and the time of taking a “soft approach” to sustainability reporting has passed. As the need to provide, or prepare to provide, limited and/or reasonable assurance in sustainability reporting grows, internal audit’s role in the reporting process becomes obvious… Podcast May 22, 2025 Risky Women Podcast | Lessons from a Former CEO: A Discussion With Dame Inga Beale Carol Beaumier hosts Risky Women Radio and leads a compelling conversation with guest Dame Inga Beale. Together, they explore the challenges of leading companywide transformation programs, and the leadership skills needed to drive meaningful change. The discussion also touches on how leadership must evolve to meet future demands, how to navigate and overcome bias in the workplace, and Dame Inga’s… In Focus November 4, 2024 New York DFS, White House issue guidance on AI‘s impact. What are the implications? During National Cybersecurity Month in October, both the New York State Department of Financial Services (DFS) and the Biden administration issued releases on the opportunities and risks of artificial intelligence (AI). The DFS’s Industry Letter focuses on the impact of AI on the cybersecurity landscape while the Biden administration released the first-ever National Security Memorandum (NSM) on… Load More