Cherry Bekaert

NOVEMBER 9, 2023

In today’s digital operating landscape, service delivery has become increasingly reliant on advancing technologies and the interconnectivity of systems and information. However, it has also brought risks. This has enabled providers to optimize processes, streamline costs and deliver more effective customer experiences.

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Cherry Bekaert

APRIL 9, 2024

View Full Report Regulatory Compliance Digest’s February/March issue provides a summary of the latest updates from FDIC, OFAC, FinCEN and the U.S. This issue also includes hot topics and latest developments in the regulatory compliance space.

Real Estate 52

Real Estate accounting and finance Finance Legal 52

Withum

JUNE 7, 2022

Withum, a top 25 public accounting and advisory firm, welcomes experienced cybersecurity professional, Ed Keck , as a Partner and Market Leader of the Firm’s Cyber and Information Security Practice. I am looking forward to working with the dynamic and highly skilled team at Withum to expand our service offerings and assist our clients.

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PANALITIX

MAY 31, 2021

Specializing an Accounting Business: . Accountants are increasingly specializing in response to the commoditization of ‘traditional’ accounting services. Accountants are increasingly specializing in response to the commoditization of ‘traditional’ accounting services. Management accounting.

Account 130

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Cherry Bekaert

MAY 23, 2023

They explore how digitization impacts the Financial Services industry , and how small and mid-sized institutions can leverage data to: Generate revenue, Improve business performance, Elevate business processes and Create an environment for digital transformation. Podcast: What is Risk Analytics and Why is it Important?

Government 52

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Cherry Bekaert

MAY 26, 2023

As organizations continue to rely on technology to achieve their business objectives, information technology (IT) risks continue to evolve, becoming increasingly complex and challenging to many organizations. While these technologies offer numerous benefits, they also introduce new IT risks that organizations must plan for and manage.

Technology 92

Technology audit auditor Legal 92

Cherry Bekaert

JULY 5, 2023

Authors: Gabriela Payne , Senior Manager, Risk & Accounting Advisory Services To date, sustainability reporting has been voluntary, and the lack of consistent and transparent methodology or standards has not met the information needs of investors. Securities and Exchange Commission (SEC) proposed disclosure rules.

Non-Profits 93

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CPA Practice

AUGUST 10, 2023

Grant Thornton LLP, one of America’s largest audit, tax and advisory firms, has appointed two new leaders to the firm’s Audit Quality & Risk practice. Decker assumes her new role from Mary Ropes, an Audit partner at Grant Thornton, who retires after more than 35 years of service at the firm.

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Cherry Bekaert

JULY 27, 2023

The Regulatory Compliance Digest is intended to keep you informed of regulatory changes in advance of their effective date so your institution can evaluate changes or necessary updates to policies, procedures and processes to be compliant at the time of enactment.

Legal 98

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Cherry Bekaert

MAY 16, 2023

Authors: Kenneth Woodring , Senior Manager, Risk & Accounting Advisory Services , Graham Michitsch , Senior Manager, Risk & Accounting Advisory Services Congratulations to successfully completing your implementation of ASC 842 and IFRS 16 – Leases. lease payment schedules)?

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Withum

FEBRUARY 26, 2024

As of June 9, 2023, the FTC Safeguards Rule took full effect and is now required to be implemented for compliance. The rule expanded applicability to auto dealers that hold or process personal information and are considered a “non-banking” financial institution. What does it mean for auto dealers? Well, June 9, 2023, has come and gone.

Legal 52

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Withum

DECEMBER 13, 2023

From regulatory compliance to consumer demand and risk mitigation, the need for a comprehensive ESG program is undeniable. Regulatory compliance: Stay ahead of ESG regulations in the US, EU, and beyond. Risk mitigation strategies: Learn to navigate both physical and transitional risks related to sustainability.

Government 52

Government Account accountant accounted 52

Snyder

JULY 13, 2022

The accounting industry has undergone some serious technical changes due to technological advancements but first and foremost due to a global pandemic. Accounting firms have been forced to drastically change working environments and the way they work, as well as reconsider the services they provide. Contents: 1.

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Cherry Bekaert

SEPTEMBER 28, 2023

The September issue of the Regulatory Compliance Digest features a summary of the latest updates including FDIC’s 2023 Risk Review, FFIEC releases Census Flat Files and updates to the BSA/AML Examination Manual, OFAC’s Web Series Launched, CFPB Filing Instructions Guide for Small Businesses and more. financial system.

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ThomsonReuters

JANUARY 18, 2024

Jump to: What are the roles and responsibilities for accountants? Accountant vs. CPA vs. tax preparer: What are the differences? GAAP and AICPA What issues should accountants be aware of in the profession? How can accountants be more efficient? Accountant responsibilities extend far beyond number crunching.

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Cherry Bekaert

MAY 11, 2023

Protecting Your Start-up Begins With Understanding Your Business’s Risks Technology companies in the start-up stage have a seemingly never-ending list of to-dos to ensure business success. Focus On Liquidity To Reduce Risk Technology companies need to ensure they conserve enough cash for short-term needs and basics, such as making payroll.

Technology 98

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Menzies

JANUARY 7, 2024

Menzies LLP - A leading chartered accountancy firm. Our comprehensive guide reviews the regulatory landscape of the UK AIFMD, delving into the diverse realms of hedge funds, private equity, and unconventional investments like rare coins. An AIFM must make available to its investors and the FCA for each AIF it manages an annual report.

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audit accounting and finance financial statements Real Estate 59

Cherry Bekaert

MARCH 14, 2023

Author: Janet Golonka , Director, Risk & Accounting Advisory Services The March issue of the Regulatory Compliance Digest features a summary of the latest on the HMDA Final Rule, the CRA annual threshold adjustments and the annual Regulation Z threshold adjustments.

accounting and finance 52

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CPA Practice

JANUARY 17, 2024

CPAClub has launched new solutions designed to transform the landscape of accounting, advisory, audit and assurance services for private and public companies. As standards evolve and regulatory demands intensify, the competition for skilled accountants, advisors and auditors has reached new heights.

CPA 40

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CPA Practice

JUNE 20, 2023

Professional accounting and tax firms face continually increasing challenges that require innovative solutions to drive growth and mitigate risks. These firms are facing talent scarcity, consolidation through mergers and acquisitions (M&A), and data security and compliance concerns.

accounting firms 98

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Accounting Insight

FEBRUARY 17, 2023

Accountancy services, in particular, remain an attractive target for money launderers, who are looking to find ways of making their funds legitimate. The accounting sector needs to reassess its approach to compliance or risk both financial and reputational damage. The real headache of AML lies in the admin.

Account 52

Account accountant accounted audit 52

Cherry Bekaert

APRIL 11, 2023

Although the banking regulators have already proposed requirements to address the enhanced risks brought about by recent events, it falls squarely on every financial services institution to ensure the security of their own infrastructure and collectively to maintain the integrity of the global financial system.

Government 70

Government Legal Technology Account 70

Cherry Bekaert

JULY 24, 2023

Evolution of the CFO The role of the Chief Financial Officer (CFO) continues to evolve and expand due to a changing business landscape. While the primary role of a CFO centers around financial management, there are several emerging trends that will shape the future role of CFOs.

Finance 98

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Cherry Bekaert

FEBRUARY 16, 2024

Key Takeaway: Private equity funds can save significant time and resources by organizing a “fund-wide” strategy upfront to handle their carbon compliance requirements, as opposed to portfolio companies creating independent, unaligned solutions. Cherry Bekaert can advise on private equity best practices to help guide you.

California 52

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Cherry Bekaert

MAY 24, 2023

The May issue of the Regulatory Compliance Digest features a summary of the latest on the FDIC’s Consumer Compliance Supervisory Highlights, OCC Overdraft Protection Programs updates and several guidance updates from the CFPB. In addition, the Digest summarizes the latest compliance updates that may impact your institution.

Technology 52

Technology Real Estate Non-Profits Legal 52

Going Concern

MAY 5, 2023

Footnotes is a collection of stories from around the accounting profession curated by actual humans and published every Friday at 5pm Eastern. Entry-level CPAs in advisory practices are making $11,000 more than CPAs starting out in audit and tax, and $20,000 more than non-CPAs in advisory. Pajamas forever!

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Going Concern

SEPTEMBER 29, 2023

Footnotes is a collection of stories from around the accounting profession curated by actual humans and published every Friday at 5pm Eastern. The accounting and advisory firm in an email said it plans to move its office from One Cleveland Center (1375 E. What CPAs can learn from Smucker’s [ Accounting Today Voices ] J.M.

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Cherry Bekaert

FEBRUARY 2, 2024

Introduction Throughout 2023, private equity faced a litany of challenges as it navigated a mini banking crisis, increasing capital costs, and an intractable valuation gap between buyers and sellers, all while facing enhanced regulatory scrutiny. The cumulative impact resulted in a steep decline in overall deal activity.

accounting and finance 83

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Cherry Bekaert

APRIL 27, 2023

However, the industry faces unique challenges in terms of regulation and compliance, which can have a significant impact on the success of cannabis businesses. This includes the establishment of an effective board of directors, as well as the implementation of policies and procedures that promote transparency and accountability.

auditor 40

auditor accounting and finance financial statements Government 40

Cherry Bekaert

JUNE 21, 2023

The June issue of the Regulatory Compliance Digest (the Digest) features a summary of the latest updates on third-party relationships used by financial institutions, Small Business Lending Rule guidance, CFPB updates and OFAC’s SSL certificates renewal. Perform a risk assessment of each relationship.

Government 52

Government Account accountant accounted 52

Cherry Bekaert

MARCH 4, 2024

Contributors: Melissa Tognacci | Senior Associate, Outsourcing & Resource Solutions Randy Kardas | Senior Manager, Outsourcing & Resource Solutions Empowering student success with educational preparation services involves providing comprehensive support to help students thrive academically. and United Kingdom.

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ThomsonReuters

APRIL 4, 2024

And, amid this transformation, tax departments are facing a host of challenges, including growing complexity, talent shortages, and financial constraints. Pressure mounting due to technological and regulatory changes The tax industry is experiencing a period of intense technological change.

Technology 52

Technology Tax tax return Government 52

Withum

FEBRUARY 2, 2024

To mitigate fiduciary risk, plan sponsors commonly enlist insurance carriers as third-party administrators, leveraging their provider networks, administrative expertise, and cost-control practices. Changes needed in the board’s oversight and monitoring to mitigate operational, regulatory, and vendor risks.

Healthcare 52

Healthcare Legal Government Technology 52

ThomsonReuters

APRIL 15, 2021

Tax and accounting firms are uniquely positioned to be strategic advisors and service providers for their clients—but CPA firms must evolve, too. These changes impact companies in just about every area of business: financially, organizationally, and from a marketing perspective.

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Going Concern

AUGUST 11, 2023

Footnotes is a collection of stories from around the accounting profession curated by actual humans and published every Friday at 5pm Eastern. Accounting and advisory firm Grant Thornton trimmed about 3% of its ranks in June. What drew you to the field of accounting?

Account 74

Account accountant accounted audit 74

CPA Practice

JULY 27, 2023

As noted in my April column , there are various innovative uses of AI and privacy risks for your client data. How can AI make you a more effective and efficient accountant? Likewise, if you have an active CAS (Client Accounting Services) practice, consider what AI could do for you and your clients in this area.

Technology 98

Technology audit Education accounting and finance 98

Withum

MARCH 22, 2023

Buyers are becoming acutely aware of how ESG diligence can identify various risks and opportunities that may affect a target’s valuation in ways not readily identified by traditional due diligence. By incorporating ESG information into investment decisions, buyers can bring to light risks often overlooked by traditional due diligence.

Government 52

Government accounting standards Manufacturing Tax 52