Forward Thinking

Audit Readiness for Year End 2025: Insights From PCAOB Inspections, SEC Comment Letters, and Material Weakness Trends

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Close Optimization and FloQast Implementation Immediately Save 10 Days Quarterly for Leading Private Equity Firm

OneStream Process Optimizations Save 15 Labor Hours Monthly for Fortune 200 Asset Management Firm

How the Private Funds Quarterly Statements Rule Impacts the Record-to-Report Process

How Financial Services Organizations Can Build a Robust Message Archival Program for SEC Rule 17a-4 Compliance

2023 SEC Private Fund Adviser Reforms: Summary of Changes

SEC Proposals on ESG Disclosures and Fund Names Take Shape

Treasury Function Transformation for an Alternative Investment Management Firm

CTR Transformation Generates $1 Million In Cost Savings for a Private Equity Firm

Post-IPO Finance Function Revamp for an Asset Management Firm