Your workforce likely resembles a family tree, with four generations of employees who have their own perspectives and experiences that guide their habits. Yet, despite their differences, each demographic has two key factors in common: (1) they use tech…
The COVID-19 pandemic has forever altered how and where we work. Even when lockdowns cease, many Americans expect to remain working out of their homes for the foreseeable future, which may create security risks. WFH can make it easier for cyber-crimina…
This white paper explores the detailed actions finance leaders can take now to equip their business for the next stage, and how implementing a digital transformation within the finance function can help futureproof the business for whatever lies ahead….
In recent years, the concept of model management at financial institutions has grown from Model Validation to encompass the concept of Model Risk Management (MRM), where the models, their tools and calculators, and the governance that encompass their l…
These changes are challenging banks, asset managers and insurers to implement comprehensive MRM, given their time, resource and budget constraints. They need an MRM framework that provides transparency and auditability, while delivering the flexibility…
In this GASB87 Risk Management Guide, we provide forward thinking Real Estate & Finance Leaders with solutions to overcome: Risks and vulnerability of non-compliance with the complexity of the BASB87 regulations. Time and Money wasted on te…
We find ourselves in a unique environment for wealth planning. The confluence of record low interest rates, high exemption amounts and an uncertain future for tax policy make it an important time to revisit your wealth plan. In a new paper, we an…
This is particularly the case for affluent residents of high-tax states, who were significantly impacted by the 2017 Tax Cuts and Jobs Act’s (TCJA) effective repeal of the state and local tax deduction (SALT). Additionally, amid the coronavirus p…
Changing and upgrading core systems offers a unique opportunity to dramatically improve your overall business performance. Embracing this business intelligence (BI) opportunity with a collaborative approach enhances decision-making and streamlines data…
When it comes to risk management, you must ask yourself where the biggest risks are coming from — vendors or other third parties. Either way, it always makes sense to start with a VRM program. Learn why this is the case and how to implement a sys…
