In this solution brief, learn three common use cases of the enterprise finance solution from Workday and how it provides a less disruptive path to digital transformation—giving teams better insights and centralized data to act quickly in critical…
The number one trend affecting all businesses is digital transformation. Consumers have fully embraced digital interactions. Digital payments and contactless payments are not new technologies by any means, but the speed of adoption and customer expecta…
Being a financial advisor in 2020 has been like trying to pilot a lunar landing using a hang glider – beyond challenging, impossible to predict, and with more than just a little turbulence. The COVID-induced disruption to the market continues to …
As you grow your business, outsourcing investment operations to a managed account or Unified Managed Account (UMA) platform might start to make more sense. However, you may wonder what happens when you take that step. It can be worrisome to trust someo…
Even a global pandemic cannot stop the forward momentum and popularity of Exchange-Traded Funds (ETFs). The reasons why this momentum will continue are numerous: their structure, liquidity, and tax advantages, as well as their merit as a valuation tool…
Did you know that consultants and attorneys who appeal government established real estate values on a contingency fee basis are cashing in on hourly compensation in the thousands of dollars? CRE owners routinely pay invoices similar to “15% of…
They are to be viewed as a collective threat to non-white people and beyond redemption. This sentiment is already infecting the American workplace via racial sensitivity and diversity trainings. Despite the obvious controversy, such trainings are being…
It’s the goal of many businesses to reduce costs and improve their bottom line. We understand being under that kind of pressure and want to help you do both through virtual cards. In this free ebook, you’ll learn how vCards can help: Streamlin…
Our day-to-day lives intersect with the digital world frequently; however, paper-based processes hold back the finance function sometimes. In order to improve efficiency, we need quick access to data and the ability to synthesize the information in a f…
Citrin Cooperman’s holistic view of the financial close process starts with the recording of transactions to sub-ledgers and continues through all the activities required to ultimately produce and review your financial statements. This is one of …
