Tools

The following tools were published on KnowledgeLeader this week:

IT Asset Management Audit Work Program

Unlock the full potential of your organization’s IT investments with our IT Asset Management Audit Work Program, a practical audit tool designed to help you gain complete visibility and control over your IT assets. By providing a structured approach to auditing, this tool helps organizations ensure the accuracy of their asset inventories, optimize resource utilization and maintain compliance with regulatory standards. It empowers businesses to identify and recover lost or underutilized assets while minimizing risks associated with data breaches and operational inefficiencies. With its guidelines, this audit program not only streamlines asset management processes but also drives strategic decision-making, ultimately leading to significant cost savings and improved organizational performance.

Third-Party Access Policy

Unlock the assurance of secure business partnerships with our Third-Party Access Policy, crafted to help organizations manage and monitor third-party access to their networks and sensitive information. Tailored for dynamic business environments, this resource empowers your team to implement industry-leading security protocols, reduce risk and maintain compliance, making it an essential addition for any organization seeking to protect its digital assets while enabling seamless collaboration with external partners. This tool has a structured approach to safeguarding data, all while streamlining the oversight of contractors, consultants and business affiliates.

Credit Card Policy

Our Credit Card Policy offers a structured framework designed to help effectively manage and control the use of company-issued credit cards. By providing clear guidelines on authorized usage, expense documentation and internal controls, this tool serves as a critical resource for ensuring compliance with financial policies while safeguarding corporate assets. It emphasizes accountability at all levels, from employees to senior management, and outlines procedures that minimize the risk of misuse or fraud.  

Tax Compliance Process Report

Navigating tax compliance across multiple jurisdictions can be complex, but having a clear, structured approach makes it much more manageable. This report offers practical guidance for handling everything from income tax and transfer pricing to sales tax, property tax, VAT, and audit management. Inside, you’ll find straightforward steps for preparing returns, reconciling accounts, and staying on top of both local and international requirements. Objectives and methodologies are outlined, including the evaluation of internal controls and the adequacy of existing policies.

Publications 

KnowledgeLeader has also published several publications this week.

How to Choose the Best Internal Audit Software for Your Business 

Internal audit software plays a pivotal role in boosting business compliance, efficiency and competitiveness. By simplifying and centralizing auditing processes, this technology empowers organizations to assess risks, monitor compliance, and generate insightful reports with ease. The key advantage lies in its ability to automate time-consuming manual tasks, enhance accuracy, and deliver actionable insights that drive operational excellence. In today’s dynamic business landscape, where staying ahead of regulatory requirements and managing risks are critical, selecting the right internal audit software is a strategic move for maintaining a competitive edge.

Executive Perspectives on Top Risks for the Near- and Long-Term: Perspectives of Chief Legal Officers and General Counsel

Looking out across the next decade to 2035, CLOs and GCs see geopolitical shifts, regional conflicts and instability in governmental regimes as their top macroeconomic risk concern. For legal executives, geopolitical risks are particularly difficult to manage because they are dynamic and unpredictable — with legal implications that can cut across compliance, contracts, dispute resolution and even corporate ethics. Legal leaders will obviously play a vital role advising boards and executive teams on adapting to future geopolitical shifts while ensuring regulatory compliance and protecting organizational reputation.  

Global Execs Say CX Is Crucial to Success but Most Still Struggle to Optimize Its Performance

Customer experience (CX) is increasingly recognized as a cornerstone of business success, yet many organizations struggle to translate its importance into actionable results. While nearly half of global executives consider CX critical, only 17% feel their companies excel at optimizing it effectively. This disconnect—an "opportunity gap"—reveals the pressing need for businesses to refine their CX strategies across every customer interaction. With growing investments in marketing technologies and artificial intelligence (AI), there is optimism that these tools can transform CX by enhancing personalization and operational efficiency. In fact, 85% of business leaders anticipate increased spending on CX-related technologies, underscoring their potential to drive meaningful improvements.

Recommended Resources 

This list of recommended resources from the web may be of interest to you. Click each link to learn more. 

1. How to Develop Your Firm’s Transformation Strategy
2. CFOs Proactively Deploy Strategies to Combat Tariffs’ Impact
3. Muted Mics, Loud Protests: How the Rise of AGM Protests Is Forcing Companies to Rethink Shareholder Meetings