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This tool includes 10 sample questionnaires that can be used by internal audit functions to gather client feedback and measure client satisfaction.
This tool contains two sample policies that establish standards and procedures for a common and systematic approach to managing risk across a company.
Protiviti’s Joe Kornik and former Schwab CEO Evelyn Dilsaver reflect on financial services of the past and look ahead at a less predictable future with AI and crypto.
This sample policy provides guidance for not-for-profit organizations in the areas of mandate, roles of volunteer boards and executive directors, special board committees and their roles, and volunteer principles.
In this issue of The Bulletin, we explain how executive teams can modernize their leadership succession and development programs.