Insight Search Search Submit Sort by: Relevance Date Search Sort by RelevanceDate Order AscDesc Podcast March 6, 2025 Podcast | Navigating Dual Roles: Insights from Qiaoni 'Linda' Jing and Frank Kurre on CEO and Board Member Dynamic In this episode, Qiaoni "Linda" Jing and Frank Kurre explore the complexities of being both a CEO and board member. Linda shares strategies for effective role execution and efficient decision-making in the boardroom, offering insights on managing these dual responsibilities. Podcast April 17, 2025 Responding to Tariffs: Achieving Financial and Operational Agility in a Volatile Regulatory Environment – with Kerry Buchar and Lucas Manganaro Tariffs are dominating agendas and discussions in boardrooms, C suites and more as organisations try to figure out their impact on their products, services, supply chains, customer relationships and much more. In this episode, Protiviti managing directors Kerry Buchar and Lucas Manganaro discuss these and other effects and how organisations can address them timely and effectively. Flash Report May 16, 2022 Latest Amendments to the Corporate Governance Code by the Stock Exchange of Hong Kong and Related Amendments and Publications The Stock Exchange of Hong Kong Limited (HKEX) recently published consultation conclusions on the review of the corporate governance framework. Based on the consultation conclusions, HKEX amended the Corporate Governance Code (“CG Code”) set out in Appendix 14 of the Main Board Listing Rules as well as some related Listing Rules, most of which have become effective since 1 January 2022.… Blogs February 27, 2024 Engaging Internal Audit Stakeholders to Build the Base for Adoption — Understanding the Global Internal Audit Standards (Part 1 of 3) The final updated Global Internal Audit Standards (“Standards”) issued by The Institute of Internal Auditors become effective January 9, 2025. In this blog series, we introduce the key Standards updates, explore the impacts of the updates on the internal audit (IA) function, provide practical guidance for adopting the changes required for compliance and consider the opportunities to move beyond… Flash Report April 10, 2020 COVID-19 Crisis Drives FASB to Propose Delays to Effective Dates of Revenue Recognition and Lease Accounting Standards for Certain Entities At its April 8 meeting, the Financial Accounting Standards Board (FASB) proposed delaying, for certain entities, the effective dates of its accounting standards for revenue recognition (Accounting Standards Update No. 2014-09, Revenue from Contracts with Customers (Topic 606)) and lease accounting (Accounting Standards Update No. 2016-02, Leases (Topic 842)). The board… Whitepaper May 3, 2021 Customer Service and Complaints: How Firms Can Build Long-Term Resilience and New Capabilities - Top of Mind Compliance Issues for 2021 Regulatory agencies around the world have intensified their focus on financial institutions’ customer service activities amid a dramatic COVID-19- related surge in complaints. These stepped-up regulatory efforts come during a period when many customer services functions have been forced to pivot to 100% remote operations and as many financial services companies are looking to build up their… 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… Survey December 22, 2023 2024 Top Risks in the Financial Services Industry Protiviti and NC State University’s ERM Initiative have been conducting our Top Risks Survey for the past 12 years. This journey began just as financial markets around the world were starting their long, slow recovery from the global financial crisis, and has since covered the worst global pandemic in 100 years as well as near record-low interest rates followed shortly by the fastest rate hiking… Flash Report April 27, 2022 Skills and Scale The New Finance Labor Model Proves Its Real-World ValueThe finance labor model of the future has passed a major test – and it was a massive one. The results of Protiviti’s latest global survey of CFOs and finance leaders show that finance organisations which leverage a diverse talent pool of full-time employees, contract and temporary workers, expert external consultants, and managed services and… Whitepaper May 26, 2021 Credit Balances and Government Overpayments Issue On February 12, 2016, the Centers for Medicare & Medicaid Services (CMS) released the Medicare Program; Reporting and Returning of Overpayments Final Rule (Final Rule) governing the investigation, identification, refunding, and reporting of Medicare Parts A and B overpayments. The Final Rule provided much-needed detail and clarity to Parts A and B associated obligations created by… Load More
