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How to Cultivate Curiosity in your Internal Audit Team

I recently took my six-year old to see Beauty and the Beast. After the movie, he began asking questions like “Why did the Beast throw the rose on the ground?” or “Why did the Enchantress turn the Prince into the Beast?” and on and on…and on (if you have kids, you know what I’m talking about). 

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CECL Modeling: In-House or 3rd Party? Choose Wisely

Contributing Author: Tim Biddle

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How creating a Part 504 gap assessment is like personal budgeting

Collaborating Author: Ina Thompson

In our last blog, “How you can make planning a 504 project like planning a vacation” we focused on the importance of project setup, defining a clear plan for the journey to April 15th, 2018, and keeping yourself accountable along the way. 

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What to Expect When You’re Selecting an ERP

My husband and I are expecting our first child this summer! We are already five months along and there is still so much to learn about the arrival of our little one. When selecting a cloud-based ERP system, it may be difficult to anticipate all the opportunities or challenges to come. In either...

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6 Ways that Data Quality Relates to Owning a Car

It was a summer afternoon and I was driving to the beach in my friend’s car, who was in the passenger seat (she didn’t particularly enjoy driving). It was an older edition Honda Civic that she had driven many times including the 17 miles to get to my house. It didn’t cross my mind to have any...

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Why US based asset managers should care about MiFID II

Collaborating Authors: Michael Tracy and Adam Murray

MiFID II introduces a major overhaul of financial standards in Europe. It will cover everything from how market research is funded to the transparency of debt and equity markets across asset managers.

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IFRS 9 & CECL: A dual reporting challenge

Collaborating Author: Victoria Redmond

By now you have heard that CECL is looming for US GAAP-compliant preparers, but have you heard about the IASB’s equivalent and even faster approaching regulation, standard IFRS 9?

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Start your RPA journey with these 5 steps

Collaborating Author: Ravi Narayan

Robotic Process Automation (RPA) will change the way you conduct business by helping automate your processes in a controlled, flexible and scalable way.

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5 Key Takeaways from the Proposed SEC Ruling on BCP

The 2016 proposed rule released by the Securities and Exchange Commission (SEC) represents significant change from the current SEC Rule 204-2 (“Advisers Act”). At this time, the rule currently states that Business Continuity Planning (BCP) is not a requirement for Registered Investment Advisors...

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3 steps to ensure your data is compliant with CECL

Collaborating Author: Tim Biddle

If you are a financial institution, then you probably have spent time learning more about CECL and the challenges it will have on your data capabilities. You may be asking yourself, “Why is data and data management so much more important to CECL compliance than...

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