Newsletter – October 2019

Insurance Update – Includes our Takeaways from the Annual SIFM Conference We attended the Annual Conference of the Society of Insurance Financial Management held in Atlantic City, New Jersey, on September 15-18, 2019.  This excellent and well-attended Conference brought together finance professionals from insurance companies and professional service providers to discuss topics of current interest.  This update incorporates… Continue reading Newsletter – October 2019

Biweekly Newsletter – Technology Transformation

Streamlining financial control and reporting is crucial for a company’s success and ability to drive change. How robust is your accounting system? Below are recently published articles related to ERP Software: Does your company need an ERP system? Glenn Tyndall in “The Real Cost of an Enterprise Resource Planning System” defines an ERP system as… Continue reading Biweekly Newsletter – Technology Transformation

Biweekly Newsletter – Fintech in 2019

Following the trend of our latest newsletter, AI and Machine Learning, this newsletter will focus on the growth of FinTech in 2019. Deloitte defines financial technology (“FinTech”) as “digital innovation in the financial sector. At its inception, the understanding of FinTech was limited to innovative ways of facilitating payments and transactions. Underpinned by revolutionary shifts… Continue reading Biweekly Newsletter – Fintech in 2019

Biweekly Newsletter – Machine Learning and Artificial Intelligence

Machine learning has the potential to disrupt every industry. A computer’s ability to iterate through data and solve complex mathematical calculations is developing rapidly with improved processing speeds and data storage. SAS Insights defines machine learning as “a method of data analysis that automates analytical model building. It is a branch of artificial intelligence based… Continue reading Biweekly Newsletter – Machine Learning and Artificial Intelligence

Newsletter – June 2019

Qualified Opportunity Zones – an Executive Summary Mark Sloan, Director, CFO Consulting Partners There has been much discussion regarding Qualified Opportunity Zones (“QOZ”), the tax benefits of investing in a QOZ and how it should fit into a strategy of minimizing taxes on long term capital gains. This newsletter will provide an overview as to the… Continue reading Newsletter – June 2019

Biweekly Newsletter – Executive Compensation Decisions

When a board of directors is determining the compensation for a company’s CEO and other top level executives, there are many factors that must be examined before enacting a specific compensation plan. Below are multiple articles related to executive compensation decisions: -One important thing to consider when evaluating any investment opportunity is executive compensation. An… Continue reading Biweekly Newsletter – Executive Compensation Decisions

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