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  • Client Story

    March 17, 2021
    Financial lender and co-op owner get a fresh start with an integrated CRM solution
    The impending retirements of two key executives would constitute a significant disruption for any enterprise. It’s even more disruptive when the business’s legacy customer relationship management (CRM) system was home-built by the departing CIO, and other legacy systems split customer data into separate collections. Under such circumstances, a few agile interventions might be called for. As with…

  • Podcast

    April 5, 2022
    PODCAST | People, Technologies and the Future of Work in Finance
    “It's the end of the work as we know it, and I feel fine.” Our colleague Joe Kornik, Editor-in-Chief of VISION by Protiviti (http://vision.protiviti.com), wrote this in his latest feature article. This is true, but there also are many questions around the future of work, how we're going to balance work schedules, when and how frequently we’ll go into the office, how we’ll leverage new and…

  • Whitepaper

    March 19, 2021
    Finance Priorities in the COVID Era – Digital Dominance and Flexible Labor Models
    Skills and Scale: The New Finance Labor Model Proves Its Real-World Value The finance labor model of the future has passed a major test – and it was a massive one. The results of Protiviti’s latest global survey of CFOs and finance leaders show that finance organisations which leverage a diverse talent pool of full-time employees, contract and temporary workers, expert external consultants, and…

  • Blogs

    July 12, 2023
    ‘I’m lucky – I enjoy variety, change and building things’… In conversation with Bernadine Reese
    What happens when you discover your entrepreneurial streak in professional services? Bernadine Reese, managing director at Protiviti UK, speaks to her colleague Jas Hullait about developing businesses, working with passionate people, and the challenge of work-life balance.

  • Podcast Transcript

    September 14, 2023
    Transcript | Achieving Digital Maturity in Finance – with Chelsea Black and Kizzy Gift
    In this episode, we discuss digital maturity in finance. Or more specifically, how more finance organisations are employing ERP systems, moving to cloud-based systems, transitioning more to analytics, and with that, understanding the talent management and risk management needs that are required with these major changes.Sharing their insights on these issues are two Protiviti experts, Chelsea…

  • Podcast

    September 14, 2023
    Podcast | Achieving Digital Maturity in Finance – with Chelsea Black and Kizzy Gift
    In this episode, we discuss digital maturity in finance. Or more specifically, how more finance organisations are employing ERP systems, moving to cloud-based systems, transitioning more to analytics, and with that, understanding the talent management and risk management needs that are required with these major changes.  Sharing their insights on these issues are two Protiviti experts, Chelsea…

  • Video

    October 14, 2021
    AHIA’s 40th Annual Conference Presentations On-Demand
    Healthcare Provider Internal Audit Plan Priorities Funding, privacy, security and IT system changes dominate priorities for healthcare internal auditors. In this sessions learn about key findings from the latest survey conducted by Protiviti and AHIA on Healthcare Provider Organisation Internal Audit Plan Priorities. Speakers: Richard Williams, Managing DirectorAlex Robison, Managing…

  • Whitepaper

    May 26, 2021
    Credit Balances and Government Overpayments
    Issue On February 12, 2016, the Centers for Medicare & Medicaid Services (CMS) released the Medicare Program; Reporting and Returning of Overpayments Final Rule (Final Rule) governing the investigation, identification, refunding, and reporting of Medicare Parts A and B overpayments. The Final Rule provided much-needed detail and clarity to Parts A and B associated obligations created by its…

  • Video

    August 3, 2023
    Video | Considerations and the Future for SAP
    Vijan Patel, Managing Director, discusses the key questions leaders utilising SAP should be asking themselves and the future of this powerful technology. Learn about Protiviti's SAP Consulting Services and how to maximise the value of your SAP investment.

  • Flash Report

    December 15, 2020
    U.S. Addresses Long-Standing Gap in its AML Compliance Regime
    One of the biggest gaps in the U.S. anti-money laundering (AML) regime is about to be closed, moving the United States toward compliance with international AML and countering the financing of terrorism (CFT) standards related to beneficial ownership. Attempts to conceal ownership of corporations, limited liability companies or similar entities to facilitate illicit activity, including money…
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