New technology represents the potential to transform your business, but actual business impact depends more upon culture than technology. As with many things in your business, tech adoption always flows from the top. Tech initiatives can be started …
In this edition of GAAP Update Service, we provide a summary and update on the projects industry experts believe are most likely to result in a final rule in 2021. These projects include: LIBOR/Reference Rate Reform: Scope of the 2020 refere…
It might seem that private insurance can be of little help in addressing climate change. There’s concern that for-profit insurers won’t want to insure risky properties, and that individuals won’t have the wherewithal to buy insurance …
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…
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…
Learn how Capitol Bank leveraged VendorInsight to automate Vendor Management and meet compliance goals. Capitol Bank, a $350 million community bank in Madison, Wisconsin, selected VendorInsight® in 2017 to transition away from an Excel spreadshe…
Learn how United Bankshares, Inc. used VendorInsight to scale and support rapid growth. United Bankshares supported rapid growth and acquisitions with automation and managed new regulatory scrutiny with 100% compliance. Download the free case study …
The global pandemic is presenting organizations with unimagined financial and operational challenges. Among the business lines feeling this shift most acutely: tax and finance departments. Before COVID-19, finance groups were already dealing w…
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…
Firms have two choices: build their own automated cloud governance systems or obtain one off the shelf. However, there are few cloud governance systems designed specifically with the needs of financial services firms in mind. Read this whitepaper to…
