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  • Blog
    June 10, 2021
    It is essential for organizations using Microsoft solutions to stay on top of and understand Microsoft’s licensing terms and pricing changes and get a grasp on how they will affect the organization’s compliance and cost. However, navigating Microsoft licensing can be overwhelming. How do you buy licenses today? How often can changes be made? How should licenses be purchased? No matter the size of…
  • Leadership
    Alan is a Managing Director within the Financial Services Industry practice and has been with Protiviti since 2012. With 15+ years of leadership, Alan manages internal audit, risk governance, and compliance engagements focused on mid-sized and large Financial Institutions. Alan helps lead the Financial Services Internal Audit practice for the Texas Market and is the US Mortgage & Consumer…
  • Leadership
    Tim is a Managing Director in Metro DC and leads business transformation programs to improve performance at global and mid-market enterprises. He teams with our TC practice to deliver business-led, technology enabled solutions based on leading practices and technologies. In addition to his business transformation work, Tim is helping expand our FP&A offerings, leads our MBS practice for Metro…
  • Leadership
    Kerry is a Managing Director in Chicago with experience in accounting and finance transformation. She advises clients across industries on financial planning and analysis, strategic reporting, target operating model design, process optimization and shared services. Kerry is skilled in building and developing a new Enterprise Performance Management (EPM) practice, leading global Record to…
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  • Blog
    June 14, 2021
    How it started/how it’s going In July 2020, while the world was dealing with the COVID-19 pandemic’s summer surge, the Court of Justice of the European Union (SJEU) issued the Schrems II decision, which declared that the Privacy Shield, one of the primary EU-U.S. personal data transfer mechanisms, was no longer a lawful means of facilitating personal data transfer from the EU to the United States…
  • Blog
    June 15, 2021
    In today’s rapidly evolving business world, the lines between technology and business have blurred. Organizations need to modernize and transform their technology in order to successfully compete. CIOs play a critical role in transforming the world of work using automation and technology – but they can’t do it alone. Collaboration among the C-suite is critical. In this blog series, Protiviti’s…
  • Blog
    June 16, 2021
    Workday business processes (BPs) are a set of configurable tasks or workflow steps to be performed, often by multiple system users, to complete a desired objective. Often referred to as the “engine of Workday,” effective business process design helps ensure a business can carry out its day-to-day activities efficiently and in a sound manner. The Workday business process framework is highly…
  • Whitepaper
    February 24, 2021
    What to Expect and When The main headline about the Anti-Money Laundering Act of 2020 (AML Act) has been that the United States finally moved to address a long-standing gap in its anti-money laundering (AML) regime by establishing a national registry of beneficial owners. Not reading beyond that headline, however, would be a mistake because the AML Act includes many other provisions that, taken…
  • Whitepaper
    March 23, 2021
    Chief financial officers (CFOs) of high-growth technology industry companies meet virtually in a small-group setting using Chatham House rules to exchange learnings and discuss business challenges and industry trends. Participants of this exclusive CFO peer group create the agenda through a series of pre-interviews. Protiviti is proud to support and host members of this community. The…
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