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Q&A Forum

What tools can a professional services firm implement to manage estimates & billing in a subjective billing culture

Anonymous
(N/A)
Several small business companies much like mine do not host weekly or monthly quoting and billing practices training. In this fast-paced environment, the focus is on utility rather than...
1285 Views | 1 Answers/Comments

Bitcoin Simplified - Laymen's Guide to Bitcoin

Riddhi Karbhari
Title: Fresher
Company: Fresher
LinkedIn Profile
(Fresher at Fresher)
Visit the blog to get a detailed post on what is Bitcoin from a laymen's perspective. https://medium.com/the-accouting-glutton/laymens-guide-to-bitcoin-470cdd82cea8
1075 Views | 0 Answers/Comments

my employer wants me to contact a former co worker who commited fraud to try and have a sit down and attempt to settle case. I don’t want to get involved. Do I have an obligation to my company to do what they asked?

Anonymous
(Supervising Paralegal)
1874 Views | 1 Answers/Comments

What kind of authority is needed to sign a signature on behlaf of some one else?

Roman Moore
Title: Compliance Analyst
Company: Arvest
(Compliance Analyst at Arvest)
In our post closing department, sometimes a document comes in that is missing either a Loan Officer or an Underwriter's signature on a document. The shipping specialist signs the LO or ...
1192 Views | 2 Answers/Comments

Latest data breach: Whole Foods

Wayne Spivak
Title: President & CFO
Company: SBAConsulting.com
LinkedIn Profile
(President & CFO at SBAConsulting.com)
"Latest data breach: The payment card information of Whole Foods customers who drank and dined in its taprooms and restaurants has been hacked. The grocery store chain, now part of...
1625 Views | 0 Answers/Comments

Active Shooter

Wayne Spivak
Title: President & CFO
Company: SBAConsulting.com
LinkedIn Profile
(President & CFO at SBAConsulting.com)
Ready Houston under a DHS grant created this video on what to do during an Active Shooter. This is one by the LA County Sherriff' Department: You should share this with ...
621 Views | 0 Answers/Comments

Treasury and Risk Management

Wayne Spivak
Title: President & CFO
Company: SBAConsulting.com
LinkedIn Profile
(President & CFO at SBAConsulting.com)

At what point in time do you believe the CFO needs to hire or create a treasury and risk manager/management departments?

14055 Views | 2 Answers/Comments

I work in banking and our company is looking for enterprise risk management software.

Carter O'Brien
Title: Controller
Company: Private
(Controller at Private)

Any suggestions on software, but more importantly, any suggestions on what we should be looking for out of the software?

1639 Views | 2 Answers/Comments

How are you dealing with information theft by terminated employees?

Randy Miller
Title: Partner
Company: CFO Edge
(Partner at CFO Edge)
  A recent article in CFO.com highlighted the damage that a disgruntled employee can cause after termination by a company. (Here is the link: http://tiny.cc/ptbcbw). As a CFO at...
3017 Views | 4 Answers/Comments

Let's talk about fraud, detection and prevention

Wayne Spivak
Title: President & CFO
Company: SBAConsulting.com
LinkedIn Profile
(President & CFO at SBAConsulting.com)
How many of us have a policy about fraud, outlining prevention and discussing detection? Here's an example of a policy statement that prevents or at least seems to prevent fraud:...
1417 Views | 3 Answers/Comments

Risk appetite and risk tolerance - let's fix this confusion

Charles Schrock
Title: SVP
Company: Inland Bank and Trust
(SVP at Inland Bank and Trust)
Most everyone has trouble with these concepts and for good reason. COSO did not explain these at all well. Let’s translate COSO’s theory into real world practicality. COS...
2069 Views | 0 Answers/Comments

New bank scam/malware exploit

Wayne Spivak
Title: President & CFO
Company: SBAConsulting.com
LinkedIn Profile
(President & CFO at SBAConsulting.com)
This is a new twist on a tried and true method of scamming businesses and individuals. And its being very successful. http://go.cfo.com/tgK52202Lz0u800AHa0009z I just had my Controller ...
1730 Views | 5 Answers/Comments

FCPA Pros & Cons; Who Is It Really Protecting?

Wayne Spivak
Title: President & CFO
Company: SBAConsulting.com
LinkedIn Profile
(President & CFO at SBAConsulting.com)
According to an article in CFO (Page 8, Sept 2014), the DOJ has initialized 13 investigations, the SEC 2 actions. While the difference in numbers has to do with investigating individual...
2440 Views | 1 Answers/Comments

Best source for business credit information?

Keryn Leger
Title: CFO & Controller
Company: PPST, Inc.
(CFO & Controller at PPST, Inc.)

We have used D&B as part of the decision to grant credit (or not) to business customers.  Anyone have insight into other good alternatives to consider?

3685 Views | 4 Answers/Comments

The essence of risk and opportunities

Charles Schrock
Title: SVP
Company: Inland Bank and Trust
(SVP at Inland Bank and Trust)
This post continues my “essence of ERM” series. The goal of this series is to address all manner of risk management topics in small sensible components. I’m writing th...
1243 Views | 0 Answers/Comments

The essence of operational risk and reward

Charles Schrock
Title: SVP
Company: Inland Bank and Trust
(SVP at Inland Bank and Trust)
This post continues my “essence of ERM” series. The goal of this series is to address all manner of risk management topics in small sensible components. I’m writing th...
963 Views | 0 Answers/Comments

Little Green Men Make the List of ‘Extreme’ Risk Factors

Wayne Spivak
Title: President & CFO
Company: SBAConsulting.com
LinkedIn Profile
(President & CFO at SBAConsulting.com)
An article on CFO.com makes for some interesting (albiet brief) reading. Based on a report by Towers Watson, there are a whole bunch of risks that businesses should at least be aware of...
1667 Views | 2 Answers/Comments

Private Placement Memorandum

Michel Morin
Title: Director of Finance
Company: Imacuclean Cleaning Services, Inc.
(Director of Finance at Imacuclean Cleaning Services, Inc.)
I need to draft a PPM and I am searching for PPM samples, preferably in the software industry. The "Risk Factors" section is particularly challenging. Does anyone have suggest...
3681 Views | 5 Answers/Comments

A practical approach to reputation risk

Charles Schrock
Title: SVP
Company: Inland Bank and Trust
(SVP at Inland Bank and Trust)
Every organization has some desirable public image. Does it want to be perceived as environmentally sound? Family friendly? Political activist? A ‘high roller’? Cutting edge...
766 Views | 0 Answers/Comments

Financial Model Risk Management

Shawn DeBoer
Title: Business Technology and Planning Directo..
Company: American Family Insurance
(Business Technology and Planning Directo.. at American Family Insurance)
As a result of an internal audit we've been asked to develop some controls and governance around financially significant models used by the organization. (i.e. revenue models, capit...
3441 Views | 9 Answers/Comments

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