The following 86 items are listed by Content Data.
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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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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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
Intercompany Commissions Policy
This sample policy defines guidelines, requirements and processes for revenue sharing between two subsidiaries of a comp...
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Policies & Procedures
Foreign Exchange Management Policy
The three sample policies included in this document set forth the appropriate guidelines for foreign exchange management...
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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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Articles
Former Schwab CEO Evelyn Dilsaver Talks AI, Crypto and Future of Financial Services
Protiviti’s Joe Kornik and former Schwab CEO Evelyn Dilsaver reflect on financial services of the past and look ahead at...
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Articles
Economist Peter Henry Offers a Road Map for a More Equitable and Prosperous Future
Stanford Economist Peter Henry and Protiviti’s Joe Kornik explore the future of money – specifically, what could lead us...
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