The following 81 items are listed by Content Data.
Articles
Blockchain Coinvestors CEO: If U.S. Government Won’t Lead on Innovation, Get Out of the Way
Protiviti experts discuss the dichotomy between regulation and innovation in government as it relates to fintech.
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Articles
London Stock Exchange Auditor Changes: 2023
Audit Analytics looks at the major increase in auditor changes listed on the London Stock Exchange in 2023.
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Audit Programs
Investment Management Firm Audit Work Program
The purpose of this work program is to provide the general steps used to perform an audit at an investment management fi...
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Articles
Reporting by the UK’s Largest Private Companies
Audit Analytics examines areas of improvement in reporting by the United Kingdom’s largest private companies.
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Policies & Procedures
Investments Policy
Organizations can use this policy to set forth the appropriate guidelines for investing the surplus cash of the company.
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Policies & Procedures
Investment Income Policy
This Investment Income Policy sets forth the appropriate guidelines for recording revenue on the sale of investments.
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Articles
Longtime Regulator Tom Vartanian on Crypto and a CBDC: Proceed With Caution
Longtime Regulator Tom Vartanian and Protiviti’s Joe Kornik discuss why crypto isn’t money and mammoth changes to the ma...
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Guides
Self-Assessment Sample Session Guide
This self-assessment session guide investigates possible process improvements for the foreign exchange (FX) process.
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Articles
Innovation Versus Regulation and the Future of Digital Banking With Blockchain Coinvestors CEO
Blockchain Coinvestors CEO Matthew Le Merle and Protiviti’s Lata Varghese discuss the future of the U.S. dollar and what...
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Policies & Procedures
Insider Trading Policy
The guidelines and procedures included in this policy sample can be used for developing a robust insider trading policy.
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Articles
Three Financial Executives Talk Future of Money, Banking and the Economic Promise of Africa
Three longtime financial executives in Africa sat down with Protiviti’s Joe Kornik to discuss the future of the sector, ...
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Benchmarking Reports
What Boards Need to Know About the CFO’s Changing Priorities
Five finance priorities boards should keep in mind as they engage with CFOs, according to the results of Protiviti’s 202...
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