The banking world continues to evolve. And almost all their finance teams have a huge gaping hole. Here’s a hint: CECL, more documentation and new transactions. What could those three items need? More specifically, how could your finance team do a better job at managing those new demands? A dedicated, full-time accounting policy resource could… Continue reading What Your Bank’s Finance Team Is Missing
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What Bank CFOs Are Missing From Their Finance Team
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)
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)
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Audit Preparation and Management (Financial Services)
Industry: Financial Services Client Overview A provider of specialized financial services to other financial services companies had highly efficient processes for serving customers but was having trouble closing its books timely and accurately, as well as completing its annual independent audit in a reasonable time frame. Challenge The company had not closed its books for… Continue reading Audit Preparation and Management (Financial Services)
Breakfast Briefing: Annual Lenders’ Panel Set for April 13
We hope you will join us for The Association for Corporate Growth Philadelphia’s Annual Lenders’ Panel on April 13. There is still time to register, and as co-sponsor, we are excited to invite you to attend this special event. The event will be held at the Philadelphia Country Club, 1601 Spring Mill Road in Gladwyne,… Continue reading Breakfast Briefing: Annual Lenders’ Panel Set for April 13