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 also eliminate certain disclosure items… Continue reading SEC Modernizes Disclosure for Banking Registrants
Archives: Posts
Part 2 of 3: Building a Stronger Financial Management Process: Garbage In, Garbage Out
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 Managing the Audit. As noted… Continue reading Part 2 of 3: Building a Stronger Financial Management Process: Garbage In, Garbage Out
Part 2 of 3: Building a Stronger Financial Management Process: Garbage In, Garbage Out
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 Managing the Audit. As noted… Continue reading Part 2 of 3: Building a Stronger Financial Management Process: Garbage In, Garbage Out
CFO Consulting Partners Director Rob Milrod on the netguru Blog
Director Rob Milrod contributed to the netguru blog: “25+ Positive Effects of the COVID-19 Lockdown. Here’s What Fintech Executives and Experts Shared With Us.” “Post-COVID, bankers can no longer point to adoption curves for color television, personal computers, and other innovations to make excuses for low digital and paperless adoption in their client base. Online… Continue reading CFO Consulting Partners Director Rob Milrod on the netguru Blog
Newsletter: Cash Forecasting
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 for all types of clients.… Continue reading Newsletter: Cash Forecasting
Newsletter: Cash Forecasting
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 for all types of clients.… Continue reading Newsletter: Cash Forecasting