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  • CFO Consulting Partners is the founding sponsor of the C-Suite Fintech Advisory Workshop NYC group on MeetUp.com

    February 12, 2021
    CFO Consulting Partners is the founding sponsor of the C-Suite Fintech Advisory Workshop NYC group on MeetUp.com. Pre-pandemic the group was intended to be an in-person monthly discussion and networking event at our co-working space, The Home of FinTech | Rise, created by Barclays, For now, we’ve been meeting on …Read More »
  • Part 3 of 3: Building a Stronger Financial Management Process: The Audit: Don’t Get Scared, Get Organized

    October 12, 2020
    This is the third of a series of three short newsletters on how to stay ahead of finance process issues and prevent these challenges from becoming more significant problems.  Each newsletter has addressed a different aspect of these challenges: Producing Data, Garbage In, Garbage Out, and The Audit: Don’t Get Scared, Get …Read More »
  • SEC Modernizes Disclosure for Banking Registrants

    October 4, 2020
    Announcement of Final Rule On September 11, 2020, the Securities and Exchange Commission announced that it has adopted rules to update and expand the statistical disclosures that bank and savings and loan registrants provide to investors, in light of changes in this sector over the past 30 years. The rules …Read More »
  • Part 2 of 3: Building a Stronger Financial Management Process: Garbage In, Garbage Out

    September 8, 2020
    This is the second of a series of three short newsletters on how to stay ahead of finance process issues and prevent these challenges from becoming more significant problems.  Each newsletter addresses a different aspect of these challenges: Producing Data, Consuming or Using Data (today’s topic), and Preparing for and …Read More »
  • Newsletter: Cash Forecasting

    August 21, 2020
    Cash forecasting, always important, becomes even more highly critical during times of economic disruption. Here are some key points to consider for an effective process: 1. Use a segmented approach to avoid over forecasting cash inflows. Consider customer segment, size, and seasonality – tax time could drive slower payment behavior …Read More »
  • Crisis Leadership – What To Do Now?

    August 17, 2020
    At CFO Consulting we serve the needs of Boards of Directors, CEOs and CFOs. We provide senior-level C suite and Board services to small and mid-sized public and private companies. In this current environment of the COVID-19 pandemic, we are focusing on helping Executive Management and Boards navigate through this …Read More »
  • Part 1 of 3: Building a Stronger Financial Management Process

    August 4, 2020
    A strong finance team is critical to the success of any company.  Sometimes, however, financial results are late, incorrect, or not issued at all due to problems in finance processes.  For a smaller business, with just a few accounting and finance resources, staff turnover can instantly highlight any process weakness. …Read More »
  • Newsletter – May 2020

    May 21, 2020
    Subchapter V of the Bankruptcy Code and How This Can Help Small Businesses The unprecedented crisis brought on by the coronavirus has hit every facet of the economy. Companies that were operating profitably and with robust growth expectations have been decimated by the impact on the health of employees and …Read More »
  • Newsletter – April 2020

    April 8, 2020
    Thinking Ahead – Accounting for Loan Losses During and After Covid-19 One of the many challenges posed by the current health crisis is the need for lenders to reassess their borrowers’ ability to repay their loans. While it may seem unfair, or even unseemly, to have to address this issue …Read More »
  • Curated Articles: Insurance Coverage Amidst COVID-19

    March 24, 2020
    Amidst the chaos of the COVID-19 outbreak across the United States, it is imperative to understand the insurance coverage issues that arise from a pandemic such as this. Below are published articles and videos about insurance coverage issues related to COVID-19: In an article, titled “Insurance Coverage Issues Related To …Read More »
  • Curated Articles: Blockchain in Finance, Supply Chain and Accounting

    January 7, 2020
    As new technologies are constantly emerging, it is crucial for firms to be able to adapt to the new technologies to not risk trailing behind their competitors. Currently for many accounting,  finance, and supply chain functions, that new technology is blockchain. Blockchain can be described as a data structure that holds transactional records …Read More »
  • Curated Articles: Hitting the Wall

    November 22, 2019
    As companies grow, at some point many will “hit a wall.” It is likely, based on prior studies, that the if and when this may occur will not have been predicted by company management. Below are published articles related to companies hitting the wall: Eric M. Ross published an article, …Read More »
  • Newsletter – October 2019

    November 4, 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 …Read More »
  • Biweekly Newsletter – Technology Transformation

    August 23, 2019
    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” …Read More »
  • Biweekly Newsletter – Fintech in 2019

    August 5, 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 …Read More »
  • Biweekly Newsletter – Machine Learning and Artificial Intelligence

    July 15, 2019
    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 …Read More »
  • Newsletter – June 2019

    June 25, 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 …Read More »
  • Biweekly Newsletter – Executive Compensation Decisions

    April 10, 2019
    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 …Read More »
  • Biweekly Newsletter- Importance of Cash Flow Management

    March 29, 2019
    For any company that is new or in the process of growing in size, cash management is a very important aspect of the business. Cash management is classified by Inc.com, as a broad term that refers to the collection, concentration, and disbursement of cash. Below are multiple articles related to the …Read More »
  • Newsletter – February 2019

    February 12, 2019
    Implementation of the New Lease Standards by Lessors Under the ASC 842 (Part 2) Mark Sloan, Director, CFO Consulting Partners In our newsletter for January 2018, we discussed the new guidelines under ASC Section 842 regarding the recognition and financial reporting of leases. In that newsletter, the focus was primarily …Read More »
  • Biweekly Newsletter-Whether or Not a Full Time CFO is Necessary

    January 31, 2019
    For many companies, the question about whether or not a full time CFO is necessary is often a question that is overlooked and small companies will rush into hiring an expensive CFO rather than outsourcing the work. Below are multiple articles related to whether a full time CFO is necessary: -In Patrick …Read More »
  • Biweekly Newsletter- Trends for 2019

    January 7, 2019
    CFO Consulting Partners first wants to wish everyone a very Happy New Year! As we look forward towards any New Year, it is important to think about what new trends could be impacting your business. Below are multiple articles related to small business trends of 2019: -As with almost any …Read More »
  • New Revenue Recognition Standard. If You Think You Have a Lot of Time, Think Again!

    December 13, 2018
    If you think you have a lot of time to implement the new revenue recognition standard, you don’t! While revenue may still be recognized under the old standards through December 31, 2018, disclosure will be required about the effects of the January 1 adoption.  This disclosure will be expected to …Read More »
  • Newsletter – December 2018

    December 8, 2018
    Behavioral Health: Industry Consolidation and Innovation Is on the Way John DeLorenzo, Director, CFO Consulting Partners LLC According to the National Alliance on Mental Illness, 43.8 million people in the U.S., or approximately one in five, suffer from mental illness. Approximately 60% of those affected are not treated, in some part …Read More »
  • Biweekly Newsletter- Fraud

    November 27, 2018
    Following up our last biweekly newsletter on the roles of the board of directors, we will be focusing this newsletter on fraud prevention. Fraud is defined, by Investopedia, as “an intentionally deceptive action designed to provide the perpetrator with an unlawful gain, or to deny a right to a victim.” When a firm …Read More »
  • Biweekly Newsletter- Roles of the Board of Directors

    November 12, 2018
    Below are multiple articles related to the roles and responsibilities for boards of directors: -As time progresses, the challenges faced by boards of directors are constantly changing and directors are forced to adapt to these new responsibilities. In the article, “How Boards of Directors Are Reshaping to Meet New Challenges,” …Read More »
  • Biweekly Newsletter- Outsourcing Trends

    October 22, 2018
    Following up our last biweekly newsletter on cybersecurity, we will be focusing this newsletter on outsourcing trends. Currently, more and more sectors of companies are being outsourced. Below are multiple articles related to outsourcing trends: -Greg Digneo, wrote an article, titled “Business Process Outsourcing: 7 Trends to Expect in 2018,” that provides …Read More »
  • Newsletter – October 2018

    October 15, 2018
    Why Does it Take So Long to Close? Paul Karr, Director, CFO Consulting Partners LLC This question gets asked at companies of all sizes and industries. Legacy processes and systems, combined with growth in scale and complexity of the business and often multiple sets of accounting principles, are some of …Read More »
  • Biweekly Newsletter- Cybersecurity

    October 8, 2018
    Following up our last biweekly newsletter on entrepreneurship, we will be focusing this newsletter on cyber security. Cybersecurity is crucial to all firms, but is often overlooked by small to mid-size companies. Below are multiple articles related to cybersecurity: -Many people hear horror stories of extreme data breaches, yet few …Read More »
  • Biweekly Newsletter- Entrepreneurship

    September 24, 2018
    We are going to begin to send out a biweekly newsletter on various topics that relate to business, accounting, finance, etc… Within these biweekly newsletters, we will provide links to interesting articles that pertain to each newsletter’s topic. The topic of for this newsletter is Entrepreneurship: -During our current digital …Read More »
  • Newsletter – August 2018

    August 21, 2018
    If You Like Physician Practices: You will Love Veterinary John DeLorenzo, CFO Consulting Partners LLC Following our introductory article introducing our healthcare practice, we followed up with an article that discussed the changing dynamics of physician practices. As we serve our clients in healthcare practices, we are seeing significant opportunity within the …Read More »
  • Newsletter – June 2018

    June 28, 2018
    Eight Red Flags that your Board Financial Package is Failing to Support Board Needs Allan Tepper, CFO Consulting Partner LLC One of the goals of boards is to oversee the financial performance of the company or companies to which they are associated. Informative, transparent financial statements are necessary for boards …Read More »
  • Newsletter – May 2018

    May 31, 2018
    Is Your Finance Department a Cost or Profit Center? Allan Tepper, CFO Consulting Partner LLC To begin, I will define cost and profit centers, using my definition developed after leading accounting and finance functions for over twenty-five years. Cost centers need to be efficient and be doing critically important tasks. …Read More »
  • Newsletter – April 2018

    April 17, 2018
    Case Study: Financial Transformation BACKGROUND Engaged by a service provider (a boutique law firm) that had been in business for approximately 18 months. Firm was highly successful on the legal side but was immature on the operations/business process side. In 18 months, firm had had three Chief Operating Officers, all …Read More »
  • Newsletter – March 2018

    March 13, 2018
    The CECL Approach, 3 of 3 For this newsletter CFO Consulting Partners has partnered with Ardmore Banking Advisors to review the potential material financial benefits of a well planned and executed implementation of the new current expected credit loss (“CECL”) accounting standard. Most banks have an awareness of the need …Read More »
  • Newsletter – February 2018

    February 13, 2018
    A.M. Best Updates Its Rating Methodologies and Capital Model Marc Liebowitz, CFO Consulting Partner LLC A.M. Best (AMB) recently revised its rating methodologies, most of the changes relate to updated procedures and the underlying analytical components have generally remained in place. The below videos provide an overview of the methodology …Read More »
  • Newsletter – January 2018

    January 18, 2018
    Implementations of the New Lease Standards Under the ASC 842 Mark Sloan, CPA, CFO Consulting Partners On February 25, 2016, the FASB issued new guidelines under ASC Section 842 regarding the recognition and financial reporting of leases. The new standard will impact both lessees and lessors, with the most significant …Read More »
  • Newsletter – December 2017

    December 28, 2017
    Physician Practices: The Future is Changing John DeLorenzo, MBA, CFO Consulting Partners LLC The United States possibly has the most complex healthcare system in the world. The American healthcare system regulates the industry at both the federal and state level. It is paid for by private health insurance as well …Read More »
  • Newsletter – November 2017

    November 30, 2017
    Are You Ready for the New Revenue Recognition Standard? Oliver Brooks, CPA, CFO Consulting Partners LLC INTRODUCTION On May 14, 2014 the FASB issued the standard ASC 606 Recognition of Revenue from Contracts with Customers. The FASB issued an Accounting Standards update to the Standard (ASU 2016 -10) in April …Read More »
  • Newsletter – October 2017

    October 3, 2017
    The CECL Approach, Part 2 Tom Van Lenten, CPA, CFO Consulting Partners LLC This is the second in the CFO Consulting Partners series of articles analyzing the new FASB Standard on accounting for credit losses (ASU 2016-13). Click here for the first article in the series It has been more …Read More »
  • Newsletter – June 2017

    June 27, 2017
    Insurance Company Credit Rating Advisory Practice, Part 2 Marc Liebowitz, CFO Consulting Partners LLC There are three primary drivers of insurance credit ratings: Risk adjusted capital levels Operating results Market profile which is the overall evaluation of strategies, products, underwriting strength and risk diversification. In a previous article, we covered …Read More »
  • Newsletter – May 2017

    May 24, 2017
    Insurance Company Credit Rating Advisory Practice CFO Consulting Partners has begun to work with insurance companies to help maximize a company’s rating potential. This article is the first of a two-part series which will discuss the credit rating process for insurance companies. Here we discuss how ratings firms look at …Read More »
  • Newsletter – March 2017

    March 30, 2017
    The New CECL Approach Tom Van Lenten, CPA, CFO Consulting Partners LLC In mid-2016 the FASB issued its long-awaited standard on accounting for credit losses (ASU 2016-13). The new standard adds to US GAAP an impairment model known as the current expected credit loss model or CECL. In a shift …Read More »
  • Newsletter – February 2017

    February 23, 2017
    Quality Assurance – Important? What is the Problem? Many firms, particularly smaller ones, have problems with controls or Quality Assurance (“QA”) over the “downstream” preparation of financial statements, footnotes and MD&A. Typically, “upstream” processes like AP, Cash, Journal Entries, etc. are strictly controlled, but limited staff and insufficient planning can …Read More »
  • Newsletter – January 2017

    January 12, 2017
    Guest Article from iSiegel Consulting: Justifying the Spend on IT Security Overview Companies that underfund security intiatives wind up undermining a company’s ability to protect its information assets. The results can be catastrophic. IT leaders and CFOs need to understand the severity of the situation, specifically what the risks are and …Read More »
  • Newsletter – December 2015

    December 9, 2015
    Financial Transparency – A Case Study The following is a composite case of several organizations, and any resemblance to an actual client is clearly coincidental. Background: A client suffered fraud, misappropriated funds, and confused financial concepts. This caused lots of frustration at the board level. The audit report took almost …Read More »
  • Newsletter – September 2015

    September 1, 2015
    New Relief for Private Companies? The private companies that suffer through the same accounting procedures as large public companies are now experiencing some level of relief. That relief is due to the FASB issuing Accounting Standard Updates (ASUs) that provide simplified accounting alternatives. The FASB defines private companies as entities …Read More »
  • Newsletter – April 2015

    March 1, 2015
    Cyber Security White Paper Cyber Security: A fundamental component of Enterprise Risk Management (ERM) While cyberattacks have hit virtually every industry, the two industries most impacted by cyber security incursions, breaches and theft of data, are financial services and health care. Financial services and the medical world are inexorably connected …Read More »
  • Newsletter – October 2014

    October 1, 2014
    Fin Tech Case Study CFO Consulting Partners was engaged by a start-up Fin Tech Company to assist in setting up their entire financial infrastructure, including establishing and documenting GAAP and regulatory policies, establishing and documenting internal controls and procedures, and constructing the regulatory reporting process.  CFO CP also assisted in …Read More »
  • Newsletter – August 2014

    August 14, 2014
    Prepare Now for Revenue Recognition Implementation In May, 2014, the Financial Accounting Standards Board (FASB) issued Accounting Standards Update (ASU) 2014-09, Revenue from Contracts with Customers, (Topic 606). The Update takes effect essentially in 2017 and establishes a comprehensive revenue recognition standard for almost all of the various industries. Prior …Read More »
  • Newsletter – May 2014

    May 14, 2014
    It Pays to Do It Right the First Time By Art Finnel, Head of Life Sciences Practice Prior to joining CFO Consulting Partners, I held a CFO position with a company that was planning to go public and hired a new accounting firm for the audit. The company had planned …Read More »
  • Update on CFO Consulting Partners’ Pre-Audit Services

    February 17, 2014
    CFO Consulting Partners’ pre-audit services helps public and private companies produce workpapers and a full set of GAAP financial statements, including footnotes, for review by its independent auditors. Workpapers are cross-referenced and references are made to supporting documentation. For public companies, CFO Consulting Partners offers SEC report preparation services (i.e., …Read More »
  • Newsletter – February 2014

    February 14, 2014
    Compromise for Lease Accounting Overhaul Has Been Rejected by the Leasing Industry Accountants and Analysts Since 2006, the U.S. Financial Accounting Standards Board and the IASB have been working on a lease accounting overhaul. This effort has been spurred by investor complaints that huge off-balance sheet leases can blur a …Read More »
  • Newsletter – October 2013

    October 14, 2013
    Private Equity Case Study Background: A private equity firm desired to sell one of its portfolio companies. The company, with sales of $75 million, was a leader in the fashion industry. The incumbent Chief Financial Officer and Controller left at the start of the sale process. Problem: The company could …Read More »
  • Newsletter – July 2013

    July 11, 2013
    SEC Case Study #1 Background: A $100 million publicly-held service Company had not filed its SEC reports (10-Ks, 10-Qs) on a timely basis. The CFOs attention had been focused on non-financial reporting operational matters. The Issue: The Company, wishing to bring its reporting current, engaged CFO Consulting Partners LLC to …Read More »
  • Newsletter – January 2013

    January 14, 2013
    Automation – Do Accounting Departments Need This? Many of us in accounting prepare monthly and quarterly financial reports. Some are specifically prepared for internal management, some for shareholders, and some for regulators and other stakeholders. These reports, by their very nature, require repetitive processes, many of which are fairly stable …Read More »
  • Newsletter – September 2012

    September 14, 2012
    Dashboards – Who Needs Them? We have all heard about dashboards and their benefits. So, how come we see so very few clients who have them? I think the answer is just due to inertia and time. After-all, with all that is happening in accounting and finance departments every day, …Read More »
  • Newsletter – April 2012

    April 14, 2012
    Exploring Entrepreneurship Allan Tepper, co-founder of CFO Consulting Partners LLC, spoke on entrepreneurship at the March 21, 2012 NYC Professional Development Session of Financial Executives International. The topic, “Exploring Entrepreneurship as an Option,” was discussed by a panel of entrepreneurial executives that included Mr. Tepper. Below, Mr. Tepper provided a …Read More »
  • Newsletter – December 2011

    December 14, 2011
    Eight Keys to Being a Successful CFO CFO Consulting Partners is often retained to provide interim and fractional CFO services, or as consultants to CFOs for senior level projects. During these engagements, I am often asked, what critical elements, or success factors, are needed for CFOs to be successful? Here are …Read More »
  • Newsletter – September 2011

    September 14, 2011
    Ten Painful Oversights in Growth Companies By Eileen Xethalis, Director and Head of Entrepreneurial Services Practice, CFO Consulting Partners LLC, April 26, 2011 CFO Consulting Partners is often retained to “fix” broken Accounting and Finance functions. When a prospective client requests an exploratory meeting to gauge whether we can “help”, …Read More »
  • Newsletter – July 2011

    July 17, 2011
    Key Highlights of 2010 Exposure Draft on Leases by FASB and IASB Valentine Ejiogu, Director, CFO Consulting Partners Late last year, the FASB and IASB released an exposure draft on the proposed new accounting standard, Topic 840. This will be the first significant change in lease accounting since FAS 13 …Read More »
  • Newsletter – March 2011

    March 17, 2011
    IT Financial Management Joe Barkley, Director, CFO Consulting Partners LLC Information Technology (IT) is the second largest cost – after Human Resource – to most firms. It is often misunderstood and can be ineffectively managed. IT is a business within the business, and it has significant bottom and top line …Read More »
  • Newsletter – January 2011

    January 17, 2011
    Impairment Testing Impairment Testing: How does US GAAP Differ from IFRS Due to the current economic conditions, more entities will be looking at the value of long-lived assets they are holding and recognizing that possible impairment may be imminent. This article looks at the differences in impairment testing for long-lived …Read More »
  • Newsletter – December 2010

    December 17, 2010
    Marc P. Palker, CMA, Director of CFO Consulting Partners, LLC Nominated to the Global Board of Directors of the Institute of Management Accounts November 18, 2010 Princeton, New Jersey CFO Consulting Partners LLC (“CFO”) is proud to announce the nomination of Marc P. Palker, CMA to the Global Board of …Read More »
  • Newsletter – November 2010

    November 17, 2010
    The Impact of BSA/AML Challenges on Chief Financial Officers Along with spiking the demand for capital and prioritizing the focus on balance sheets, the global financial crisis has spawned a “Perfect Storm” for Bank Secrecy Act compliance and money laundering risks. As CFOs struggle to preserve capital and manage costs …Read More »
  • Newsletter – October 2010

    October 17, 2010
    CFO Consulting Partners in the News First National Bank of Chester County (West Chester, PA): Eric Segal was recently named the Interim CFO and Principal Accounting Officer for this $1.3 billion bank. Some of Eric’s principal roles are to restate and/or issue applicable SEC reports (such as 10-Q’s, 10-K’s) and …Read More »
  • Newsletter – September 2010

    September 17, 2010
    Dodd-Frank Wall Street Reform and Consumer Protection Act As most of our readers know, The Dodd-Frank Wall Street Reform and Consumer Protection Act was signed by President Obama on July 21, 2010. This financial reform will introduce a myriad of changes to financial regulation, which raises the question: what are …Read More »
  • Newsletter – June 2010

    June 17, 2010
    CFO Consulting Partners Expands to Long Island CFO Consulting Partners is pleased to announce that we will now be servicing Long Island. 273 Walt Whitman Road, Suite 305 Huntington Station, NY 11746Read More »
  • Newsletter – May 2010

    May 14, 2010
    Small Company Sarbanes-Oxley is Just Around the Corner As you may already know, on June 15, 2010 Section 404(b) of the Sarbanes -Oxley Act of 2002 becomes effective for all public companies traded on an exchange that have a market capitalization of under $75 million. What does that mean for …Read More »
  • Newsletter – November 2009

    November 14, 2009
    International Financial Reporting Standards and What it Will Mean for Your Company Conversion to International Financial Reporting Standards ( IFRS) from US Generally Accepted Accounting Principles (US GAAP) is more than an accounting exercise. For many companies, it can significantly affect the financial reporting for certain aspects of the entity. …Read More »
  • Newsletter – October 2009

    October 14, 2009
    SEC Issues Revised SOX Compliance Date for Smallest Reporting Firms On October 2, 2009, the SEC approved an additional extension for companies with a public float of $75 million or less. The extension moves the compliance date to June 15, 2010, meaning that companies must comply with Section 404 requirements …Read More »
  • Newsletter – August 2009

    August 14, 2009
    SOX and Internal Controls Over Excel Spreadsheets Marc Engel, CPA, CISA, CFE Many companies not previously subject to SOX are required to comply in their current fiscal year. This includes non-accelerated filers and smaller reporting companies. Existing companies that are SOX compliant should now be compliant for their primary computer …Read More »

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