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FinTech

Enterprise IT / Featured Tech / FinTech

CCH Accounting Research Manager — A Closer Look: Accounting for Cryptocurrencies

This edition of A Closer Look reviews financial reporting questions related to cryptocurrencies purchased as investments and used in lieu of cash for the purchase or sale of goods and services. It also explains how the accounting profession is addressi…

Enterprise IT / Featured Tech / FinTech

CCH AnswerConnect – Cryptocurrency Issues (Federal Tax)

This CCH AnswerConnect whitepaper provides compliance tips, real world examples, and an in-depth look at: General Tax Rules for Cryptocurrency Cryptocurrency and Exchanges Reporting Virtual Currency Transactions Tax Penalties for Virtual Cu…

Enterprise IT / Featured Tech / FinTech

The Present and Future of Financial Services Marketing

Our consumer-led research looking at the UK, Germany, Netherlands and France, examines how FinServ organisations have had to adapt in the midst of an extremely challenging economic environment, and the role technology plays within Marketing, allowing F…

Enterprise IT / Featured Tech / FinTech

Designing a Successful Total Rewards Program

Key topics includes:  The definition and importance of a holistic total rewards model   How huge financial and intangible impacts can be tied to the employee experience  4 detailed steps to maximize your total rewards inve…

Enterprise IT / Featured Tech / FinTech

Not Just an Accountant: Choosing a Construction CPA

There are countless moving parts within a construction project and a construction business every day. Every person and piece of machinery is important to the overall success of the company. For some time now, one of the most beneficial and important bu…

Enterprise IT / Featured Tech / FinTech

Data Driven Disruption in the Banking Industry

Fintechs are seeing data as a difference maker as they aim to take a broader swath of financial services business. A leading data aggregator wanted to improve its relationship with banks. So it hired bankers. In competitive fields like cross-bord…

Enterprise IT / Featured Tech / FinTech

Break Through Moments that Led to Americana Partners’ Breakaway Success

Date: Wednesday, August 25, 2021 Time: 2 pm ET | 11 am PT Cost: Complimentary Sponsored by: Addepar How did one $3 billion dollar firm transform their book of business to focus on the HNW clients that are drivi…

Enterprise IT / Featured Tech / FinTech

Not Just an Accountant: Choosing a Construction CPA

There are countless moving parts within a construction project and a construction business every day. Every person and piece of machinery is important to the overall success of the company. For some time now, one of the most beneficial and important bu…

Enterprise IT / Featured Tech / FinTech

Why Construction CFOs Should Care About Tech!

Financial professionals have long been underserved in the construction space, especially in regards to technology. To better prepare CFMs for a new year, some noted contech experts share their insights and expertise on how financial professionals can b…

Enterprise IT / Featured Tech / FinTech

SOC 1, 2 or 3 – What is Best for You – Mitratech White Paper

Almost a decade after Service Organization Controls (SOC) reports were introduced, there’s still confusion over the differing report types and their linkage to vendor risk analysis and internal control synergy. This white paper&nbs…

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