What Bank CFOs Are Missing From Their Finance Team

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By Paul Karr There is a common misconception that accounting policy is something that controllers can do in their spare time. Midsize firms especially can fall into the same trap: We’ve always had a small team, and everyone has to complete a lot of work, and we can’t afford another resource. Your controller already has… Continue reading What Bank CFOs Are Missing From Their Finance Team

SEC Quality Review (Publicly Traded Community Bank)

Mature financial agent in meeting sitting with young couple. Happy consultant talking with couple about their savings plan. Insurance advisor in a meeting with man and woman.

Industry: Community Bank (Financial Services) Client Overview A publicly traded community bank wants a comprehensive and objective “internal” quality assessment of its SEC 10-K and 10-Q documents. Challenge The bank’s finance team is already busy with the day-to-day operations. Preparation of quarterly earnings release documents and Form 10-Q and 10-K filings are “complex quarterly projects”… Continue reading SEC Quality Review (Publicly Traded Community Bank)

How CFOs Can Make Crypto Less Cryptic, More ‘Boring’

(This story originally appeared on CFO.com.) By Eric Segal The recent bankruptcy of FTX, one of the world’s largest cryptocurrency exchanges, underscores the need for companies in the fintech/crypto industry to develop and install robust internal controls and finance processes. FTX, led by 30-year-old Sam Bankman-Fried who has since resigned, was once valued at $32… Continue reading How CFOs Can Make Crypto Less Cryptic, More ‘Boring’

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