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  • Client Story

    March 31, 2021
    Water company completes successful digital and financial transformation, positions itself for further growth
    Effecting transformational change on a global scale is challenging for any organization, in any environment. It is an even tougher hill to climb during a global pandemic. Yet, this didn’t stop one organization, a worldwide leader in providing cleaner, softer water through innovative, sustainable solutions, from successfully pursuing a major global finance and IT transformation in 2020.

  • Client Story

    March 15, 2021
    National Vision Sees Financial Reporting Clearly with SAP Business Planning and Consolidation and SAP Analytics Cloud
    National Vision, a leader in the U.S. optical industry, is a retailer that has seen tremendous growth since it was founded in 1990. National Vision turned to Protiviti, its long-standing partner, to extend the capabilities of SAP Business Planning and Consolidation, its full financial reporting, budgeting and forecasting tool, with SAP Analytics Cloud for planning. National Vision is one of the…

  • Podcast

    June 27, 2024
    Podcast | Get Ready for Your IPO: Financial Reporting, Cybersecurity, Sustainability and More – with Stephen Alicanti, Kristy Balsanek, Charles Soranno and Andrea Vardaro Thomas
    In this episode of Powerful Insights, we talk about all things around readiness for an initial public offering, or IPO. And spoiler alert, there is a lot to address: accounting, financial reporting, cybersecurity, and even ESG and climate reporting.

  • Video

    December 19, 2025
    Designing Fair Finance: The Playbook for Trust, Inclusion and AI Governance
    In an environment where financial services are rapidly digitizing, CIOs are under increasing pressure to ensure that innovation doesn’t outpace responsibility. At Money20/20, Protiviti’s Melissa Desjardins, director, CIO solutions, financial services, sat down with Amanda Estiverne-Colas of the National Alliance for Financial Literacy and Inclusion (NAFLI) and Evan Feeney of Consumer Reports to…

  • Video

    December 17, 2025
    AI and Modernization: Workforce Evolution, Change Champions and Customer Experience
    AI is transforming the workforce — but the story is one of evolution, not extinction. In this Money20/20 conversation, Protiviti’s Melissa Desjardins, director, CIO solutions, financial services, and Andrea Deal, associate director, CIO solutions, financial services, reflect on the real impact of artificial intelligence (AI) and modernization, drawing on decades of experience guiding…

  • Video

    December 16, 2025
    The Modern CIO Dilemma: Trust, Transformation and Exponential Technology
    CIOs today face a pivotal crossroad — one defined by exponential technology, relentless transformation and the imperative to build trust at every level. In this Money20/20 conversation, Protiviti’s Dan Stummer, managing director, CIO solutions, financial services, and Andrea Deal, associate director, CIO solutions, financial services, unpack the modern CIO dilemma and offer pragmatic guidance for…

  • 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…

  • Survey

    September 8, 2025
    2025 Global Finance Trends Survey
    Finance trends 2025 report outlines CFO priorities, AI adoption in financial services, and finance transformation driving the future of finance.

  • Infographic

    June 3, 2024
    Infographic | SIFMA’s Quantum Dawn VII
    Quantum Dawn VII is the latest iteration of SIFMA's biannual cybersecurity exercise focused on the outage of a critical third-party service provider (CTP). The simulation and concluding survey found many financial institutions are already experienced with the loss of CTPs, with protocols established for managing the outage. With such outages increasingly commonplace and regulators holding firms…

  • Whitepaper

    March 26, 2026
    Where fraud meets compliance: Building a stronger line of defense
    Efforts by the financial services industry to merge the management of fraud and compliance risk — particularly, but not exclusively, anti-money laundering (AML) risk — have been evolving over the last quarter century. There are examples, frequently unsuccessful, from the early 2000s of financial institutions — from traditional banks to insurance companies — that sought to integrate their fraud…
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