Insight Search Search Submit Sort by: Relevance Date Search Sort by RelevanceDate Order AscDesc Client Story May 12, 2023 Regional bank achieves national growth by diligently championing change A regional bank envisioned growing into a national financial institution – and put customer satisfaction at the heart of their growth strategy. Their customer-centric philosophy would demand deep transformation in all aspects of operations. Optimizing processes and investing in new technology would enable scalable, high-touch services and result in increased operational efficiency and winning… Whitepaper February 22, 2021 Four Ways Finance Leaders Strengthen Cybersecurity As CEOs and boards become more informed about the extreme threats that cybersecurity lapses pose, their expectations are growing. CFOs’ expanding contributions to fortifying organizational data security, the highest priority identified in Protiviti’s latest Global Finance Trends Survey, play a pivotal role in satisfying those high expectations. Board members demand coherent, relevant and… Whitepaper March 23, 2021 CFO EXCHANGE EXECUTIVE SUMMARY (MARCH 12) Chief financial officers (CFOs) of high-growth technology industry companies meet virtually in a small-group setting using Chatham House rules to exchange learnings and discuss business challenges and industry trends. Participants of this exclusive CFO peer group create the agenda through a series of pre-interviews. Protiviti is proud to support and host members of this community. The… Whitepaper September 16, 2020 The Road to Resiliency – Building a Robust Audit Plan for Operational Resilience Executive Summary The financial services industry has long relied on internal audit functions to assess and challenge the effectiveness of various programs designed to protect and build organizational value. These programs have included disaster recovery, business continuity, risk management, cybersecurity, and many others designed to help institutions recover from an event. The pressure comes… Survey November 7, 2023 Five Focal Points for Future-Ready CFOs If a group of chief financial officers (CFOs) from 2018 stepped out of a time machine into their 2023 offices, they would be astonished by what they saw. Environmental, social and governance (ESG) metrics and measurements would top their priority lists. Most of their finance organizations would be using generative artificial intelligence (GenAI) to enhance their business planning and analysis (BP… Whitepaper February 20, 2023 One Year of Russian Sanctions: A Financial Services Industry Perspective On February 24, 2022, Russia invaded Ukraine. The global condemnation of the invasion has included an unprecedented number of sanctions against Russia that began being issued almost immediately and has continued as the war goes on, bringing with it large-scale economic disruption and untold human tragedy. For the financial services industry and the issuing nations, there are lessons to be learned… Podcast March 27, 2020 Podcast - The People Side of COVID-19 The COVID-19 global pandemic has presented unprecedented challenges for organizations today. They’re working to address numerous areas – generating revenue, maintaining productivity and such – but today, we’re going to be talking about the people side of COVID-19. How do organizations stay resilient, keep their workforces productive, keep their people informed and manage them effectively? I’m… Podcast Transcript March 27, 2020 Transcript - The People Side of COVID-19 The COVID-19 global pandemic has presented unprecedented challenges for organizations today. They’re working to address numerous areas – generating revenue, maintaining productivity and such – but today, we’re going to be talking about the people side of COVID-19. How do organizations stay resilient, keep their workforces productive, keep their people informed and manage them effectively? I’m… Newsletter March 11, 2021 The Top Risks for the Next Decade: A Global Perspective Our global survey of C-level executives and directors on macroeconomic, strategic and operational risks highlights their views regarding a disruptive risk landscape over the next decade through 2030.[1]Our global survey captures insights from 1,081 C-level executives and directors across multiple industries, with broad geographic representation. As with our prior surveys, the results captured… Whitepaper June 11, 2020 The Impact of COVID-19 – A Guide for Private Equity June 2020 The COVID-19 global pandemic is forcing organizations everywhere to confront challenges never before considered – and private equity firms are no exception. Given that private equity firms have investments in a wide variety of companies, it’s critical for them to understand the many challenges that have surfaced in this new COVID-19-driven landscape and gather the proper information to… Load More
