Your firm needs to be committed to protecting information assets, including personal data and client documents. As a trusted advisor to our clients, the expectation is that we are aware of threats and are guarding their data. Data privacy and information security are fundamental components of doing business today, no matter how large your firm is.
In this paper we will look at three specific ways of protecting our clients:
1. Protection through our ability to research and improve intellectual capital
2. Protection through policies, procedures and processes
3. Protection by securing client data
Today’s online world brings new challenges to businesses, making the security of your businesses’ internal information extremely critical. As we are all connected to the Internet,
we all can become a victim of cyber-attacks.
So, what can you do to better protect your business and secure your internal data?
20140408 LOMA Life Insurance Conference: STP More Than Just A Tweak To Your O...Steven Callahan
Provides an overview of what may be achieved through the digitalization of new business processing and the implementation of straight-through processing including the digital delivery of life insurance policies.
The digital revolution changed the way we work forever. Is your organisation keeping up? Here’s a quick guide to the four
most popular digital workers, and how IT support can help your company make the most of the tech boom.
20140826 I&T Webinar_The Proliferation of Data - Finding Meaning Amidst the N...Steven Callahan
Joint presentation with I&T's covering the proliferation of data available to insurance companies today and a high level view of searching for value and leveraging the relevant and useful buried in all of the trivia.
In this Slideshare, Fuji Xerox covers the hottest trends for any organisations actively seeking to achieve a more efficient business workflow through digitalisation.
Learn How to Maximize Your ServiceNow InvestmentStave
Understand how leading companies are adopting an aPaaS strategy
Learn the evolution of ServiceNow's platform capabilities
Assert IT's influence over shadow IT practices
Today’s online world brings new challenges to businesses, making the security of your businesses’ internal information extremely critical. As we are all connected to the Internet,
we all can become a victim of cyber-attacks.
So, what can you do to better protect your business and secure your internal data?
20140408 LOMA Life Insurance Conference: STP More Than Just A Tweak To Your O...Steven Callahan
Provides an overview of what may be achieved through the digitalization of new business processing and the implementation of straight-through processing including the digital delivery of life insurance policies.
The digital revolution changed the way we work forever. Is your organisation keeping up? Here’s a quick guide to the four
most popular digital workers, and how IT support can help your company make the most of the tech boom.
20140826 I&T Webinar_The Proliferation of Data - Finding Meaning Amidst the N...Steven Callahan
Joint presentation with I&T's covering the proliferation of data available to insurance companies today and a high level view of searching for value and leveraging the relevant and useful buried in all of the trivia.
In this Slideshare, Fuji Xerox covers the hottest trends for any organisations actively seeking to achieve a more efficient business workflow through digitalisation.
Learn How to Maximize Your ServiceNow InvestmentStave
Understand how leading companies are adopting an aPaaS strategy
Learn the evolution of ServiceNow's platform capabilities
Assert IT's influence over shadow IT practices
Today, secure remote access must support the increased demands of productivity, mobility and business continuity. Learn why traditional VPNs are not up to the task and why remote desktop access is superior for cost-effectively achieving enterprise-wide remote access and mobility.
Is your infrastructure holding you back?Gabe Akisanmi
This ebook will help you connect the dots between
today’s biggest business opportunities and the specific
technology required to seize them. You’ll get the facts
you need to identify where current components may
be falling short—and how the right investments in infrastructure
can lead to better business outcomes while
strengthening your role as a strategic consultant within
your organization.
This white paper from Goode Intelligence explores how existing provisioning solutions are failing to support the business in an era where new IT service models are rapidly being deployed. New IT service models that support mobile and cloud computing have created problems for organizations that are already struggling with outdated identity and access governance tools. The paper explores a vision for Provisioning 2.0 where the goal is to weave provisioning into the very fabric of business process. Provisioning 2.0 is business driven, is easy to deploy and maintain and is built for today’s agile IT.
Flexible Working enables both the employee and the business’ needs to be met through agility and adjustments to when, where and how both choose to work.
This is mutually beneficial to both the employer and employee and result in outcomes the reap success.
This is a re-boot of a presentation originally given on the potential role of cloud infrastructure in healthcare delivery from eHealth Canada 2012.
Key concepts are the drivers of change in healthcare, how hospitals can protect themselves when using of cloud, the potential use of enterprise content management as part of healthcare delivery and the current models that we are seeing in Canada and the US.
Tackling the ticking time bomb – Data Migration and the hidden risksHarley Capewell
Data migration is intrinsic to most big IT projects and yet
as an industry we have a poor record of tackling it.
If you are faced with responsibility for an IT project where
there will be some element of data migration then this
white paper written by industry expert Johny Morris will
help guide you past the pitfalls that await the unwary and
even how to add value as a consequence of performing
this necessary task.
When you’re planning to move to the cloud and manage a hybrid environment, security is a top concern. But cloud is not necessarily less secure than a traditional environment. In fact, it may be possible to deliver even greater security in a hybrid cloud environment because it offers new and advanced opportunities.
In this eBook, you’ll discover how hackers are using traditional tactics in new ways to attack the cloud. You’ll also find out how the cloud can help you increase security with innovative approaches designed to detect threats long before they threaten your enterprise.
Older content - but was used for a presentation with the Institute for the Entrepreneur to demonstration what businesses should be looking for at a minimum when it comes to their technology.
All organizations need a Disaster Recovery (DR) plan, but many are unsure what is appropriate or how to scope the organization’s needs. Operating with an insufficient DR plan leaves organizations vulnerable to negative business impacts in the event of a disaster. Organizations can save time and money by properly scoping their DR plan.
The process of examining your DR plan can be broken down into a series of steps:
* Determine the current DR capability which IT can provide
* Know what DR capabilities the business wants
* Align the business’ and IT’s DR priorities
Use this Storyboard to begin the process of building your organization’s ultimate DR plan.
Vision Critical has conducted this research to assess how medium and large Canadian businesses would benefit if they adopted a cloud-based, virtually managed network service. In order to understand this issue, the current study aims to evaluate the extent to which these businesses can save time, money and resources by upgrading their old, legacy network technology with cloud-based, virtually managed network solutions.
Forrester: How Organizations Are Improving Business Resiliency with Continuou...EMC
This analyst report describes reasons why adoption of continuous availability is rapidly increasing, citing research on benefits they believe they can realize in their IT environment.
AIIM and Vamosa - Practical Cosniderations when Implementing ECMnicarcher
AIIM give a great overview of a recent survey on the motivators for implementing ECM in todays economy, and Vamosa talk about how to get the best out of your content through enterprise content governance
To implement data-centric security, while simultaneously empowering your business to compete and win in today’s nano-second world, you need to understand your data flows and your business needs from your data. Begin by answering some important questions:
•
What does your organization need from your data in order to extract the maximum business value and gain a competitive advantage?
•
What opportunities might be leveraged by improving the security posture of the data?
•
What risks exist based upon your current security posture? What would the impact of a data breach be on the organization? Be specific!
•
Have you clearly defined which data (both structured and unstructured) residing across your extended enterprise is most important to your business? Where is it?
•
What people, processes and technology are currently employed to protect your business sensitive information?
•
Who in your organization requires access to data and for what specific purposes?
•
What time constraints exist upon the organization that might affect the technical infrastructure?
•
What must you do to comply with the myriad government and industry regulations relevant to your business?
Finally, ask yourself what a successful data-centric protection program should look like in your organization. What’s most appropriate for your organization?
The answers to these and other related questions would provide you with a clearer picture of your enterprise’s “data attack surface,” which in turn will provide you with a well-documented risk profile. By answering these questions and thinking holistically about where your data is, how it’s being used and by whom, you’ll be well positioned to design and implement a robust, business-enabling data-centric protection plan that is tailored to the unique requirements of your organization.
Master Data in the Cloud: 5 Security FundamentalsSarah Fane
Your master data is essential to the smooth operation of your business. But it is also valuable to others. Master data is vulnerable to both internal and external attacks. As the future of business and data is increasingly cloud-based, we explore five fundamentals to ensure the security of your data.
Today, secure remote access must support the increased demands of productivity, mobility and business continuity. Learn why traditional VPNs are not up to the task and why remote desktop access is superior for cost-effectively achieving enterprise-wide remote access and mobility.
Is your infrastructure holding you back?Gabe Akisanmi
This ebook will help you connect the dots between
today’s biggest business opportunities and the specific
technology required to seize them. You’ll get the facts
you need to identify where current components may
be falling short—and how the right investments in infrastructure
can lead to better business outcomes while
strengthening your role as a strategic consultant within
your organization.
This white paper from Goode Intelligence explores how existing provisioning solutions are failing to support the business in an era where new IT service models are rapidly being deployed. New IT service models that support mobile and cloud computing have created problems for organizations that are already struggling with outdated identity and access governance tools. The paper explores a vision for Provisioning 2.0 where the goal is to weave provisioning into the very fabric of business process. Provisioning 2.0 is business driven, is easy to deploy and maintain and is built for today’s agile IT.
Flexible Working enables both the employee and the business’ needs to be met through agility and adjustments to when, where and how both choose to work.
This is mutually beneficial to both the employer and employee and result in outcomes the reap success.
This is a re-boot of a presentation originally given on the potential role of cloud infrastructure in healthcare delivery from eHealth Canada 2012.
Key concepts are the drivers of change in healthcare, how hospitals can protect themselves when using of cloud, the potential use of enterprise content management as part of healthcare delivery and the current models that we are seeing in Canada and the US.
Tackling the ticking time bomb – Data Migration and the hidden risksHarley Capewell
Data migration is intrinsic to most big IT projects and yet
as an industry we have a poor record of tackling it.
If you are faced with responsibility for an IT project where
there will be some element of data migration then this
white paper written by industry expert Johny Morris will
help guide you past the pitfalls that await the unwary and
even how to add value as a consequence of performing
this necessary task.
When you’re planning to move to the cloud and manage a hybrid environment, security is a top concern. But cloud is not necessarily less secure than a traditional environment. In fact, it may be possible to deliver even greater security in a hybrid cloud environment because it offers new and advanced opportunities.
In this eBook, you’ll discover how hackers are using traditional tactics in new ways to attack the cloud. You’ll also find out how the cloud can help you increase security with innovative approaches designed to detect threats long before they threaten your enterprise.
Older content - but was used for a presentation with the Institute for the Entrepreneur to demonstration what businesses should be looking for at a minimum when it comes to their technology.
All organizations need a Disaster Recovery (DR) plan, but many are unsure what is appropriate or how to scope the organization’s needs. Operating with an insufficient DR plan leaves organizations vulnerable to negative business impacts in the event of a disaster. Organizations can save time and money by properly scoping their DR plan.
The process of examining your DR plan can be broken down into a series of steps:
* Determine the current DR capability which IT can provide
* Know what DR capabilities the business wants
* Align the business’ and IT’s DR priorities
Use this Storyboard to begin the process of building your organization’s ultimate DR plan.
Vision Critical has conducted this research to assess how medium and large Canadian businesses would benefit if they adopted a cloud-based, virtually managed network service. In order to understand this issue, the current study aims to evaluate the extent to which these businesses can save time, money and resources by upgrading their old, legacy network technology with cloud-based, virtually managed network solutions.
Forrester: How Organizations Are Improving Business Resiliency with Continuou...EMC
This analyst report describes reasons why adoption of continuous availability is rapidly increasing, citing research on benefits they believe they can realize in their IT environment.
AIIM and Vamosa - Practical Cosniderations when Implementing ECMnicarcher
AIIM give a great overview of a recent survey on the motivators for implementing ECM in todays economy, and Vamosa talk about how to get the best out of your content through enterprise content governance
To implement data-centric security, while simultaneously empowering your business to compete and win in today’s nano-second world, you need to understand your data flows and your business needs from your data. Begin by answering some important questions:
•
What does your organization need from your data in order to extract the maximum business value and gain a competitive advantage?
•
What opportunities might be leveraged by improving the security posture of the data?
•
What risks exist based upon your current security posture? What would the impact of a data breach be on the organization? Be specific!
•
Have you clearly defined which data (both structured and unstructured) residing across your extended enterprise is most important to your business? Where is it?
•
What people, processes and technology are currently employed to protect your business sensitive information?
•
Who in your organization requires access to data and for what specific purposes?
•
What time constraints exist upon the organization that might affect the technical infrastructure?
•
What must you do to comply with the myriad government and industry regulations relevant to your business?
Finally, ask yourself what a successful data-centric protection program should look like in your organization. What’s most appropriate for your organization?
The answers to these and other related questions would provide you with a clearer picture of your enterprise’s “data attack surface,” which in turn will provide you with a well-documented risk profile. By answering these questions and thinking holistically about where your data is, how it’s being used and by whom, you’ll be well positioned to design and implement a robust, business-enabling data-centric protection plan that is tailored to the unique requirements of your organization.
Master Data in the Cloud: 5 Security FundamentalsSarah Fane
Your master data is essential to the smooth operation of your business. But it is also valuable to others. Master data is vulnerable to both internal and external attacks. As the future of business and data is increasingly cloud-based, we explore five fundamentals to ensure the security of your data.
Replies Required for below Posting 1 user security awarene.docxsodhi3
Replies Required for below :
Posting 1 : user security awareness is the most important element of an organization as we know a single email can result in a multi-million dollar loss through a breach in very short time. that is the primary reason many large organizations have a specific division who deal with the security whose prime task is it identify and prevent security breaches and most interestingly companies like Facebook have one million dollar price reward for ethically breaching their security which helps them identify more ways and prevent them before they occur. speaking of which user security deals with various levels of users as mentioned below.
1. New employees
2. Company executives
3. Traveling Employees
4. IT Employees
5. For all employees
Security awareness should be covered focusing the four above mentioned categories using real-world examples like classroom training, and circulating latest updates in security patches and also articles or suggestions as well as visual examples about security awareness. Training employees by pasting most important security preventions every employee must consider in order to prevent security breach and pasting lastest updates about security measurements in common areas across office space and conduct brainstorm sessions with individual senior staff members to understand their needs and how to apply security awareness across teams.
and second thing is to secure customers who are the core revenue generating people to an organization and its organization's duty to secure customers. The customer is the benefit of any organization. At the present time, where online security turns into an essential, the association must view client's profitable data that movements between the server and the site. By building security culture, the association can spur clients, contractual workers, representatives. A fulfilled client dependably functions as a mouth exposure and will fill in as an advantage of the organization. The association can guarantee their clients that the amount they think about their web assurance. The association ought to likewise distribute a note of wellbeing safety measure on the site for clients while collaborating with the web world.
Posting 2:
Security is a key human thought that has ended up being harder to portray and approve in the Information Age. In rough social requests, security was compelled to ensuring the prosperity of the get-together's people and guaranteeing physical resources. As society has grown more mind-boggling, the centrality of sharing and securing the fundamental resource of data has extended. Before the extension of present-day trades, data security was confined to controlling physical access to oral or created correspondences. The essentials of data security drove social requests to make innovative techniques for guaranteeing their data.
Changes in security systems can be direct. Society needs to execute any new security innovation as a get-together, whic ...
Protect your confidential information while improving servicesCloudMask inc.
Over the last few decades, the financial sector has outgrown banks, as financial engineering, digital money and regulatory changes have evolved. Assets managed by financial firms (equity and various types of debt) are larger, as corporate debt has surpassed federal, state and local government’s debt. The US banks’ share of assets under management (AUM) accordingly declined from 58% in 1907 to 27% in 2008, while pension, mutual funds and non-depository firms (e.g., private equity and hedge funds) have grown substantially.
Portal Authentication: A Balancing Act Between Security Usability and Complia...PortalGuard
Virtually every organization maintains highly sensitive information to which it must
control strict access. These data sources might include customer databases, CRM
systems, repositories of financial information and the like. Increasingly, these content
sources are accessed through portals Microsoft SharePoint and other solutions.
Importantly, SharePoint is among the leaders in Gartner’s 2013 Magic Quadrant for
horizontal portalsi.
http://www.portalguard.com
5 Reasons Why IT Managed Services in Washington, DC, Are the Best.pdfBerryHughes
With managed IT assistance, many companies could survive. There are several traps for big to small organizations to avoid that IT may fix, like dedicating too many resources to time-consuming jobs and not providing adequate support services as a firm expands.
https://topnotchcomputers.com
Post 11. Long term GoalThe Group’s goal is to offer attranhcrowley
Post 1
1. Long term Goal:
“The Group’s goal is to offer attractive, safe and environmentally sound vehicles which can compete in an increasingly tough market and set world standards in their respective class."
2.Balanced Scorecard:
Financial Perspectives:
Profit: 6.5 percent to 7.5 percent.
Operating return on Sales: 6.5 – 7.5%
Return on investment: 12-14%
Customer Perspectives:
Market penetration:
Offer affordable city cars, functional light commercial vehicles.
Inspire new customers and keep them loyal.
Internal Business Process:
Property, Plant and Equipment improvements
Learning and growth:
Employee satisfaction:
Competent and committed employees
Take on responsibility for the environment and society.
Develop sustainability as management principle
3.Balanced Scorecard effects on Manager:
Balanced score card helps manager to develop an efficient policy which leads to achieving the organizational goal.
4.Lead and Lag Measure:
Lead indicators are measures of non-financial and financial outcomes that guide management in making current decisions which yields results in the future. For example, here return on investment would be a lead indicator.
Lag indicators are results of management decisions which are made earlier. For example, here lag indicator is company’s cash flow.
Post 2
I chose Capital One.
Website of bank: https://www.capitalone.com/
1. What do you think that banks overall long-terms goals are?
Based on my research Chase banks long-term goal might be improve more services on making everything digital and to get more market and increasing the wealth and expanding the mortgage business.
2. Develop a balanced scorecard for the bank, include two to five measures in each of the scorecard’s perspective.
Financial: Advance cash flow and profitability of every plan or strategy in the Capital One company, Creating return in investments by growth by advances and aggregate deposits, Enough for liquid cash flow and get return and long-term and short-term investments.
Customer: Profits through customers on high in demand products, Customers belief and trust to increase loyalty and firm by measuring and solving customers’ needs via complaints and measure growth rate of customers in bank per month.
Internal process: To recruit and maintain eligible employees and develop a new process and strategy and achieve objective goals and develop new working environment which will help to develop more automating process and advance process in transaction which will help to increase average time for processing transactions in the firm.
Organization Captivity: In this advanced tech world, customers always focus on easy way banking everywhere, so up-to-date facilities will increase customers in the bank. Also, it should benefit employee’s growth in training and satisfaction. This will help to develop new business ideas and increase the market value of firm.
3. How would the balanced scorecard would affect the way managers develop the banks stra ...
Cloud technology is no longer a new player in the market,
but it’s a mature and integral part of the IT landscape and a
key parameter in driving business growth. It is an
indispensable topic among CXOs. A research by Fraedon has
found that almost half of the banks find their legacy
systems to be the biggest hindrance in their growth.
Mayfield CXO Survey: Post COVID-19 Impacts to ITNavin Chaddha
We asked our CXO Innovators Network how IT spending, priorities and strategy will change as a result of COVID-19 – here are some of the key takeaways from the survey.
what-is-datafication-and-why-is-it-the-future-of-business-in-2023.pdfTemok IT Services
Datafication is about more than just data collection and analysis; it also involves improving the quality of our daily lives in productive, insightful, and pleasurable ways.”Datafication” lacks a definition or has not yet entered dictionaries.
https://www.temok.com/blog/what-is-datafication-and-why-is-it-the-future-of-business-in-2023/
1. Reply to Discussion ( Minimum 200 Words)1. What types of et.docxambersalomon88660
1. Reply to Discussion ( Minimum 200 Words)
1. What types of ethical issues and information security issues are common in organizations?
Ethical issues that companies are faced with is ensuring the proper use of the employee, user, and technological data that the company has in their possession. Some organizations have been known in the past to sell the data that the users provide them. This could be an ethical issue by selling the data that is trusted to the organization this falls under the ethical issue of confidentiality. Privacy is the issue of ensuring that the data is secured against attacks and hacker trying to obtain the data. Security issues include the organization developing policies and procedures that ensure the proper use and protection of the data the company has. To develop the policies and procedures a company can have their team look at the OWASP top ten on the OWASP website. (OWASP, 2017) This shows the top rated security issues that the company can employ to ensure the security of their data.
2. How can a company participating in e-business keep its information secure?
A company can ensure that they are ad-hearing the OWASP TOP ten along with making sure that the work stations and servers are up to date with all current patches and anti-virus software.
3. In regards to the organization or company you have chosen to analyze this semester, what types of ethics and information security concerns are there in your organization? What recommendations would you make to the company to better secure their information?
When it comes to recruiting service the data that we need to protect is extremely important we take care of a significant portion of the PII data. Ethical issues that come to though are how the government uses the data which could be used for personal gain or malicious purposes when it comes to the applicant. I think that giving the applicant the power to put their own information into a secure web site and then be allowed to transmit their own information for security clearance would allow the applicant and the air force to take the human element middle man out of the equation and can help mitigate the ethical issues that the organization is faced with. 1. What types of ethical issues and information security issues are common in organizations?
Ethical issues that companies are faced with is ensuring the proper use of the employee, user, and technological data that the company has in their possession. Some organizations have been known in the past to sell the data that the users provide them. This could be an ethical issue by selling the data that is trusted to the organization this falls under the ethical issue of confidentiality. Privacy is the issue of ensuring that the data is secured against attacks and hacker trying to obtain the data. Security issues include the organization developing policies and procedures that ensure the proper use and protection of the data the company has. To develop the policies and p.
As if IT security didn’t have enough issues to contend with, it now has another. And,it’s a troublesome one...mitigating the risk of repelling customers because security defenses make your company unattractive or too hard to do business with. In this age of the customer – who wants everything available on every device from everywhere all the time – IT security is at risk of hurting the very business it is charged with protecting.
Stitely & Karstetter, PLLC needed a way to optimize workflow in order to save time and gain a competitive advantage. To increase profit margins, the firm switched from Lacerte® tax preparation software, which it had used for 14 years, to CCH Axcess — the award-winning, cloud-based tax preparation, workflow and firm management solution. Visit CCHGroup.com/DigitalTaxWorkflow to learn more!
Chances are, life has your clients asking questions that go beyond taxes. Here are some key facts relating to life events that your clients may be facing. Wolters Kluwer’s Financial and Estate Planning solutions give you what you need to advise your clients on anything life holds.
The Affordable Care Act (a.k.a. ObamaCare) began March 21, 2010. It represents the most significant regulatory overhaul of the United States health care system since the passage of Medicare and Medicaid in 1965. Here are some key facts relating to the new law and the U.S. health care system.
Communication and information sharing has evolved tremendously, especially in past 50 years. Take a look at the history of communication and see how Wolters Kluwer is at the forefront of innovation in this digital age.
There’s no doubt that sales tax management is complex. The good news is that our solutions put you in control. When you have accurate, timely data, smartly engineered processes, and applications that are a pleasure to use, then you have the business efficiency and peace of mind you need to focus on your business goals.
For today’s firm, change is constant. The ever-evolving realities of the profession inspired Wolters Kluwer to explore two major questions in our 2014 Accounting Firm Preparedness Survey. First, what trends will have the most significant impact on accounting firms and their clients over the next five years? Second, how well prepared are accountants to take advantage of these trends?
The purpose of this white paper is to provide an overview of the state sales and use tax issues facing large and small companies today and to provide a road map for companies to see their way through the complexity.
Many people believe that services are exempt from sales and use tax, but in reality, only a few states exempt all services. Furthermore, only a few states actually tax all or almost all services, consistent with the imposition of their gross receipt tax, or based on the underlying presumption of taxability. When determining taxability of services, the biggest compliance challenge for most businesses is dealing with the majority of states that fall somewhere between the two extremes.
There are four main components in this analysis:
1. Nexus issues relevant to the service industry
2. Prevailing taxable or nontaxable presumptions relative to services
3. General categories and definitions of services
4. Taxability examples and use cases relative to services
The accounting profession has felt the impact of change. Over the past several years, operational changes in workflow and process have dramatically altered the scope of the accountant’s role. The profession’s workforce is aging, underlining the importance of succession planning and talent management. Additionally, as the digital universe doubles in size every other year, many firms struggle to keep pace with the latest technology trends.
For today’s firm, change is constant. And across the entire tax, accounting and audit profession, the forecast calls for even greater shifts in people, processes and technology.
These ever-evolving realities inspired Wolters Kluwer, CCH, a strategic partner to accounting firms, to explore two major questions in the 2014 Wolters Kluwer, CCH — Accounting Firm Preparedness Survey.
Managing a professional services firm is hard work. Firm leaders must juggle marketing, business development, client service, staff recruiting, development and retention to a successful outcome for everyone involved. There is one thing that
firm leaders must feel comfortable with that links all of these firm management initiatives together — technology.
Starting a new firm from the ground up takes guts, hard work and a great deal of planning. Just ask Ryan Hagan, a founding partner of Altruic Advisors, a CPA firm only serving nonprofit organizations with offices in Colorado and Michigan, and a client roster made up of small to midsize nonprofit organizations.
Evaluating the ROI of cloud-based solutions versus on-premise software can sometimes feel a bit like comparing apples to oranges. This white paper provides an overview of the costs and savings associated with a migration to a cloud-based model, including:
- Access differences
- Hardware costs
- Ongoing maintenance, security and support
- IT staffing levels
In the last few years, the cloud has been steadily revolutionizing software delivery to corporate end-users
across multiple industries, ranging from banking to Customer Relationship Management (CRM). The
accounting profession is no exception.
Your small business clients need year-round bookkeeping services. With Client Accounting Suite Premier (CASP), you can fill that need and earn extra revenue. CASP is a complete, reliable accounting solution — simplifying your work so you can build stronger client relationships.
Does your staff lose time and patience searching for information, client files and documents? Organizing, storing, searching for and retrieving documents should be easy to do, yet few firms have a well-planned document management strategy in place.
The right document management system can improve your firm’s efficiency, accuracy, and ultimately, profitability. But in order to achieve a good return on investment from any new document management system, you’ll need a solid workflow and process.
Discover the innovative and creative projects that highlight my journey throu...dylandmeas
Discover the innovative and creative projects that highlight my journey through Full Sail University. Below, you’ll find a collection of my work showcasing my skills and expertise in digital marketing, event planning, and media production.
RMD24 | Retail media: hoe zet je dit in als je geen AH of Unilever bent? Heid...BBPMedia1
Grote partijen zijn al een tijdje onderweg met retail media. Ondertussen worden in dit domein ook de kansen zichtbaar voor andere spelers in de markt. Maar met die kansen ontstaan ook vragen: Zelf retail media worden of erop adverteren? In welke fase van de funnel past het en hoe integreer je het in een mediaplan? Wat is nu precies het verschil met marketplaces en Programmatic ads? In dit half uur beslechten we de dilemma's en krijg je antwoorden op wanneer het voor jou tijd is om de volgende stap te zetten.
Unveiling the Secrets How Does Generative AI Work.pdfSam H
At its core, generative artificial intelligence relies on the concept of generative models, which serve as engines that churn out entirely new data resembling their training data. It is like a sculptor who has studied so many forms found in nature and then uses this knowledge to create sculptures from his imagination that have never been seen before anywhere else. If taken to cyberspace, gans work almost the same way.
Memorandum Of Association Constitution of Company.pptseri bangash
www.seribangash.com
A Memorandum of Association (MOA) is a legal document that outlines the fundamental principles and objectives upon which a company operates. It serves as the company's charter or constitution and defines the scope of its activities. Here's a detailed note on the MOA:
Contents of Memorandum of Association:
Name Clause: This clause states the name of the company, which should end with words like "Limited" or "Ltd." for a public limited company and "Private Limited" or "Pvt. Ltd." for a private limited company.
https://seribangash.com/article-of-association-is-legal-doc-of-company/
Registered Office Clause: It specifies the location where the company's registered office is situated. This office is where all official communications and notices are sent.
Objective Clause: This clause delineates the main objectives for which the company is formed. It's important to define these objectives clearly, as the company cannot undertake activities beyond those mentioned in this clause.
www.seribangash.com
Liability Clause: It outlines the extent of liability of the company's members. In the case of companies limited by shares, the liability of members is limited to the amount unpaid on their shares. For companies limited by guarantee, members' liability is limited to the amount they undertake to contribute if the company is wound up.
https://seribangash.com/promotors-is-person-conceived-formation-company/
Capital Clause: This clause specifies the authorized capital of the company, i.e., the maximum amount of share capital the company is authorized to issue. It also mentions the division of this capital into shares and their respective nominal value.
Association Clause: It simply states that the subscribers wish to form a company and agree to become members of it, in accordance with the terms of the MOA.
Importance of Memorandum of Association:
Legal Requirement: The MOA is a legal requirement for the formation of a company. It must be filed with the Registrar of Companies during the incorporation process.
Constitutional Document: It serves as the company's constitutional document, defining its scope, powers, and limitations.
Protection of Members: It protects the interests of the company's members by clearly defining the objectives and limiting their liability.
External Communication: It provides clarity to external parties, such as investors, creditors, and regulatory authorities, regarding the company's objectives and powers.
https://seribangash.com/difference-public-and-private-company-law/
Binding Authority: The company and its members are bound by the provisions of the MOA. Any action taken beyond its scope may be considered ultra vires (beyond the powers) of the company and therefore void.
Amendment of MOA:
While the MOA lays down the company's fundamental principles, it is not entirely immutable. It can be amended, but only under specific circumstances and in compliance with legal procedures. Amendments typically require shareholder
Implicitly or explicitly all competing businesses employ a strategy to select a mix
of marketing resources. Formulating such competitive strategies fundamentally
involves recognizing relationships between elements of the marketing mix (e.g.,
price and product quality), as well as assessing competitive and market conditions
(i.e., industry structure in the language of economics).
The world of search engine optimization (SEO) is buzzing with discussions after Google confirmed that around 2,500 leaked internal documents related to its Search feature are indeed authentic. The revelation has sparked significant concerns within the SEO community. The leaked documents were initially reported by SEO experts Rand Fishkin and Mike King, igniting widespread analysis and discourse. For More Info:- https://news.arihantwebtech.com/search-disrupted-googles-leaked-documents-rock-the-seo-world/
Attending a job Interview for B1 and B2 Englsih learnersErika906060
It is a sample of an interview for a business english class for pre-intermediate and intermediate english students with emphasis on the speking ability.
What are the main advantages of using HR recruiter services.pdfHumanResourceDimensi1
HR recruiter services offer top talents to companies according to their specific needs. They handle all recruitment tasks from job posting to onboarding and help companies concentrate on their business growth. With their expertise and years of experience, they streamline the hiring process and save time and resources for the company.
RMD24 | Debunking the non-endemic revenue myth Marvin Vacquier Droop | First ...BBPMedia1
Marvin neemt je in deze presentatie mee in de voordelen van non-endemic advertising op retail media netwerken. Hij brengt ook de uitdagingen in beeld die de markt op dit moment heeft op het gebied van retail media voor niet-leveranciers.
Retail media wordt gezien als het nieuwe advertising-medium en ook mediabureaus richten massaal retail media-afdelingen op. Merken die niet in de betreffende winkel liggen staan ook nog niet in de rij om op de retail media netwerken te adverteren. Marvin belicht de uitdagingen die er zijn om echt aansluiting te vinden op die markt van non-endemic advertising.
Digital Transformation and IT Strategy Toolkit and TemplatesAurelien Domont, MBA
This Digital Transformation and IT Strategy Toolkit was created by ex-McKinsey, Deloitte and BCG Management Consultants, after more than 5,000 hours of work. It is considered the world's best & most comprehensive Digital Transformation and IT Strategy Toolkit. It includes all the Frameworks, Best Practices & Templates required to successfully undertake the Digital Transformation of your organization and define a robust IT Strategy.
Editable Toolkit to help you reuse our content: 700 Powerpoint slides | 35 Excel sheets | 84 minutes of Video training
This PowerPoint presentation is only a small preview of our Toolkits. For more details, visit www.domontconsulting.com
Cracking the Workplace Discipline Code Main.pptxWorkforce Group
Cultivating and maintaining discipline within teams is a critical differentiator for successful organisations.
Forward-thinking leaders and business managers understand the impact that discipline has on organisational success. A disciplined workforce operates with clarity, focus, and a shared understanding of expectations, ultimately driving better results, optimising productivity, and facilitating seamless collaboration.
Although discipline is not a one-size-fits-all approach, it can help create a work environment that encourages personal growth and accountability rather than solely relying on punitive measures.
In this deck, you will learn the significance of workplace discipline for organisational success. You’ll also learn
• Four (4) workplace discipline methods you should consider
• The best and most practical approach to implementing workplace discipline.
• Three (3) key tips to maintain a disciplined workplace.
VAT Registration Outlined In UAE: Benefits and Requirementsuae taxgpt
Vat Registration is a legal obligation for businesses meeting the threshold requirement, helping companies avoid fines and ramifications. Contact now!
https://viralsocialtrends.com/vat-registration-outlined-in-uae/
Falcon stands out as a top-tier P2P Invoice Discounting platform in India, bridging esteemed blue-chip companies and eager investors. Our goal is to transform the investment landscape in India by establishing a comprehensive destination for borrowers and investors with diverse profiles and needs, all while minimizing risk. What sets Falcon apart is the elimination of intermediaries such as commercial banks and depository institutions, allowing investors to enjoy higher yields.
Protect Your Firm: Knowledge, Process, Policy and Action
1. Protect Your Firm:
Knowledge, Process, Policy and Action
By Sandra Wiley, COO, Senior Consultant, Shareholder, Boomer Consulting Inc.
2. Protecting clients begins with increased intellectual capital.
Our clients come to us because of our technical expertise. They
expect that we will be able to give them advice and counsel
based on the knowledge we have of their business. The reality is
we must be able to quickly and efficiently get the answers that
we need to serve our clients well. The brilliant part of this task
today is that we are moving to the cloud to do our research.
In a recent study by BCI and Wolters Kluwer, our responding
audience showed that the research firms are relying on is
deeply anchored in online resources. The preference for online
research resources was especially pronounced when participants
were asked which type of resource they used most often.
The act of staying up to date on regulations is increasing in
complexity each day. The expectations of our clients also
increase in a world where anything can be researched online.
When asked in the survey about how difficult research and
building intellectual capital was, a whopping 82 percent of
the audience responded they were not highly confident that
they have the tools they need, nor the knowledge to properly
use them, to deliver the right information to their clients.
In addition to research tools, there is another opportunity to
share intellectual capital and improve client service. This involves
internal knowledge collection from working with clients in specific
verticals or niches. Using tools designed to collect this type of
knowledge will improve the speed and accuracy of answers to
client questions. Alternately, many of these internal knowledge
tools allow for someone to ask a question of firm experts,
who can provide answers in a searchable, stored location.
The more we understand how to use cloud-based tools for research
and growing our intellectual capital, the more likely we will be
to decrease the overall number of hours we are spending in the
research area of the firm. In the survey we show that number of
hours spent in research is considerable, and we know that the more
effective we can make that process the more time we can spend
with the client. Tools like CCH®
IntelliConnect Direct give access
to all kinds of tax data instantly. CCH®
KnowledgeConnect™
can
be another resource for internal knowledge collection through a
collaborative knowledge base and question/answer platform as well.
Protecting through Improved Intellectual Capital
Introduction
It is an exciting time to be in our profession. The abundance of cloud-based solutions is providing more opportunity than
ever before to work faster, communicate better and collaborate more efficiently. However, with new opportunity comes
new danger.
Your firm needs to be committed to protecting information assets, including personal data and client documents. As a
trusted advisor to our clients, the expectation is that we are aware of threats and are guarding their data. Data privacy
and information security are fundamental components of doing business today, no matter how large your firm is.
In this paper we will look at three specific ways of protecting our clients:
1. Protection through our ability to research and improve intellectual capital
2. Protection through policies, procedures and processes
3. Protection by securing client data
FIGURE 1: Sources of Tax Research FIGURE 2: Source of Tax Research Used Most Frequently
0% 10% 20% 30% 40% 50% 60% 70%
Online reference
materials by an
outside vendor
Free resources
via Google®
All Other
0% 20% 40% 60% 80% 100%
Online by
outside resource
State Department
of Revenue website
Free resources
via Google®
CPE Events —
Conferences
AICPA, State CPA
Associations
Printed reference
materials
3. Protecting through Policies, Procedures and Processes
As we turn our attention to processes, let us first think about
the process of actual data entry and the ability to move quickly,
efficiently and accurately as we build a firm that is protecting
client data. The process of entering data is still largely completed
manually which leaves the door open for “operator error.” It is
also slower and therefore does not help reduce hours to leave
more time for deeper client conversations. The move to scan and
auto-fill is beginning to catch on, but slowly as the survey shows.
FIGURE 3: How do you get client tax data into your tax system?
0% 10% 20% 30% 40% 50% 60% 70%
Manual data entry
Scan/Auto Fill —
Manual review
Scan/Auto Fill —
Review of
diagnostic flags
Standardization is the key to any process that a firm uses in
protecting data integrity and security. The move to standardization
of processes is high on the list of the individuals in the Boomer
Technology Circles™
. These firms see that standardization will
guard against human error, and will help to improve productivity
for the entire firm. One interesting result from our survey is
that 76 percent of the audience felt that they were somewhat
or very standardized in their processes. Our experience shows
that firms do have processes, but they are not standardized
across the firm. Most firms have a difficult time deciding on the
one process that is really best for everyone in the firm. This is
an even greater issue for those that have multiple offices.
Process improvement will benefit your firm in three distinct ways:
1. Reducing data entry
2. Identifying errors earlier in the process
3. Streamlining preparation and review
In all cases, these improvements will also protect the
client by allowing for greater accuracy, quicker turnaround
time and more time to spend with their trusted advisor
to find new opportunities for their business.
Protecting through Secure Client Data
Just mention the words “Target” or “Home Depot” and you know
that you will start the conversation about protecting client data.
The world of data security starts and ends with solid policies
that are developed and shared often throughout the firm. Data
thieves are out to get our personal data in order to ultimately
steal from us. Personal data is a hot commodity and we have an
obligation to have a plan to protect our firm against these thieves.
The first logical step is to develop a written policy for firm client
data security. Our survey participants showed that many have
engaged in the act of developing these policies, however with
the speed of change in technology today, the act of reviewing
those policies, updating them and then sharing them with the
overall team may not be happening often enough. The graph
below shows how our audience responded. One point is that
there is really no excuse with the knowledge we have today to
be in the 13 percent with no official security policy. Firm leaders
are making a conscious decision to not protect their clients.
The next step after developing the policy is to ensure the policy
is well known and followed in the firm. This can happen by
training staff on the policy at least one time per year. Have them
acknowledge that they have been informed and ensure the policies
are being followed by allowing your IT Professional to monitor the
policies. Steps that are often taken by firms include the following:
ll Requiring strong passwords
ll Training staff annually
ll Requiring password changes after a specific length of time
ll Requiring encryption on mobile devices, laptops and USB drives
ll Implementing a device management platform that includes the
ability to wipe a lost/stolen mobile device
ll Enforcing email retention policies
ll Developing security breach policies and procedures to provide a
timely response to potential data breach
FIGURE 4: Which of the following best describes your firm’s policies regarding client data security?
0% 10% 20% 30% 40%
Security policy reviewed
at least yearly
Security policy reviewed
within the last 1 year
Security policy that
is older than 2 years
No official
security policy
4. An additional data breach concern comes with the mobile devices
that are in most team members hands today. Firms are recognizing
the need to encourage use and also guard the client data that is
accessible through these productivity boosters. The trend appears
to be for firms to allow team members to use their own devices
and then give them parameters for the security on that device.
Firms have another challenge as they look at data
security — backing up client data in the event there is a
loss. The ability to backup data takes many roads from
backing up to a tape and literally taking it home at night to
backing up at multiple offsite locations. Our survey shows
there is not a clear winner today among this group.
One of the biggest challenges with technology is ensuring
that the data that runs the business is both accessible and
recoverable in the event of an emergency. Using cloud backup
services takes your internal data and moves it to a secure
offsite location. This is crucial if you are in a single location.
Cloud applications can provide another way of tackling backup
issues. Cloud vendors have an iron clad reason for effective
backups — their entire business model revolves around making
your data accessible and recoverable. Consider this aspect when
upgrading or updating core business applications. Data backups are
just one feature of cloud applications, but a very important one.
On the flip side of this coin, cloud applications provide a simple
way to add additional features or capabilities to the firm. This is a
strong consideration when looking at overall data security. What
cloud applications are in use, where and how is that affecting
client security? This can be an adversarial point between IT
professionals where data security is a top focus, and employees
who need to get work done. By working together, the firm’s security
can be improved and productivity can be gained as both IT and
other staff learn about the best applications to use in the firm.
A final threat to the firm is that of insider threats. What are insider
threats? They are the staff members that you have sitting right
in your firm today. They are not educated on how they might
inadvertently allow viruses into the firm by simply clicking an
email. It can also involve giving staff members access to more
data than they need. These insider threats could wreak more
havoc than we can imagine, but are entirely preventable by
taking some precautionary steps. In our survey, we asked firms
how they protect their firm against these security threats.
0% 10% 20% 30% 40%
Data backed up via
tapes stored offsite
Combination
of cloud and
tape backup
Data backup via
cloud-based
software vendors
Data backup to
the cloud regularly
(at least monthly)
No backup plan
FIGURE 6: Which of the following best describes your firm’s data
backup plan?
0% 10% 20% 30% 40% 50% 60%
Educating employees about
potential phishing scams
Actively managing systems
permissions so employees don’t
have more access than necessary
Running criminal
background checks
Monitoring outgoing network
traffic to detect data theft
Developing a system to log and
monitor external storage devices
Firm has not taken any steps
FIGURE 7: What steps have you taken to protect your firm from
insider threats?
0% 10% 20% 30% 40% 50%
Bring your own device allowed
with security measures in place
Bring your own device allowed
without additional security measures
All mobile devices are
supplied by the firm
No mobile devices allowed
FIGURE 5: Does your company supply mobile devices for business purposes?