KnowledgeLeader Home Page

Benchmarking Report

Executive Perspectives on Top Risks in 2020: Energy and Utilities Industry Group Results

This report illustrates the top risks energy and utilities organizations should keep in mind throughout 2020, based on the results from Protiviti’s Executive Perspectives on Top Risks in 2020 Survey.

Questionnaire

Controls Self-Assessment Questionnaire

This tool outlines self-assessment questions to consider when evaluating an organization’s business processes.

Guide

Continuous Monitoring and Auditing Guide: Critical Success Factors and Common Pitfalls

This document can be used as a guide to understanding and measuring the essential elements of an organization’s continuous monitoring and auditing process.

Updated Policies

IT Change Management Policy: Sample 2

This policy establishes guidelines and procedures an organization can use during the IT change management process.

Policy and Practice Development Policy

This tool contains two sample policies that establish guidelines for the formulation, finalization and maintenance of an organization’s policies and practices.

Prepaid Expenses Policy

This tool contains two sample policies that establish standards and procedures for identifying and recording an organization's prepaid expenses.

Hot Issue Article

Focused on Digital Transformation? Lead With People, Not Technology

This article explains why humans continue to be an essential element of company advancement and identifies five key steps a firm can take to achieve human(e) digital transformation.

Hot Issue Article

In Transformations, People Are at the Heart of Success

This article describes the four stages of change management and offers suggestions on how finance leaders can promote a culture that embraces transformation.

Featured Links

ASB Issues Guidance on Global Investment Performance Standards

The auditing standards board (ASB) recently issued guidance to practitioners to examine and report on aspects of an investment firm’s claim of compliance with the 2020 edition of the Global Investment Performance Standards (GIPS). Source: journalofaccountancy.com

How CFOs Can Jumpstart Automation of the Close

Companies spend nearly half their time creating and updating reports and devote just a fraction of that time to uncovering insights in the data. Source: cfo.com

Featured Premium Content

Process Accounts Receivable and Collections RCM

This document outlines the risks and controls common to the accounts receivables and collections process in a risk control matrix (RCM) format.

Featured KLplus CPE Training Course

The Essential Role of the Agile Product Owner

In this course, you'll learn about the role and responsibilities of a product owner in an agile enterprise, and the qualities necessary for effective product ownership, and more. The completed course is worth 0.5 CPE credit.

CCH Tax and Accounting - Accounting Research Manager Updates

Weekly Summary of Accounting, SEC, and Auditing Developments