Our September Flash Sale is live! Save 30% on all subscriptions, renewals and upgrades with promo code FLASH30B. See Plans & Pricing

Investments & Foreign Exchange

The following 79 items are listed by Content Data.

Blog

Currency Risk: The Purpose and Risk of Money

What Is Currency Risk?Currency risk is the risk that business operations or the value of an investment will...
Mon, Sep 14, 2026
Audit Programs

Foreign Exchange Audit Work Program

Assess foreign exchange controls with detailed audit procedures to evaluate compliance, transaction integrity, risk mana...
Mon, Sep 14, 2026
Audit Reports

Treasury Review Audit Report

Strengthen financial integrity with insights that help optimize treasury controls, processes and risk management.
Mon, Aug 17, 2026
Benchmarking Tools

Communicate With Shareholders Key Performance Indicators (KPIs)

Strengthen shareholder value with practical communication strategies and KPIs that support clear messaging and meaningfu...
Mon, Jul 27, 2026
Blog

Communicating With Shareholders: What You Need to Know

Communicating with shareholders is about capital – the ability to access either equity or debt at the lowes...
Mon, Jul 20, 2026
Audit Programs

Treasury and Cash Management Audit Work Program

Conduct a thorough audit of treasury and cash management processes with actionable steps to strengthen controls, enhance...
Mon, Jun 29, 2026
Policies & Procedures

Foreign Exchange Management Policy

Learn essential strategies for managing foreign exchange risks effectively to ensure financial stability and compliance.
Mon, Jun 22, 2026
Articles

Shifting Investment Preferences Are Reshaping Fund Audit Fee Landscapes

Examine how shifting investment trends are driving changes in fund auditing costs and complexity and what this means for...
Mon, Apr 6, 2026
Articles

How CFOs Can Find Their Voice at the Innovation Table

Learn why CFOs must step forward as champions of innovation and how they can maintain an active role in strategic decisi...
Subscriber Content
Mon, Mar 16, 2026
Articles

From Shareholder Value to Mission Readiness: What the New Executive Order Means for A&D Leaders

Learn how innovation and operational accountability are transforming priorities for A&D leaders in response to groun...
Subscriber Content
Mon, Mar 2, 2026
Articles

Why Technology Is the Key to Nonprofit Impact, Capability and Growth

Learn how to modernize systems with AI and generative AI to boost impact, efficiency, data quality and service delivery.
Subscriber Content
Mon, Feb 2, 2026
Audit Programs

Property Investments Audit Work Program

This audit program sample includes steps that can be used to review a company’s property investment process.
Subscriber Content
Mon, Jan 12, 2026

Our September Flash Sale is live!

Save 30% on all subscriptions, renewals and upgrades through September 30th.
FLASH30W
Copy Code
Current Discounts