Want to learn more about improving risk management at your firm? Explore the rest of our series, including deep dives on audit deficiencies and SQM audit requirements.
Too often, client-related decisions are made under deadline pressure or in response to
Spreadsheets used to stand for efficiency. They offered familiarity, flexibility, and control — the comfort of knowing everything was just a formula away. But today, those same
Recently, Accounting Today hosted an in-depth panel discussion featuring Tom Koehler (Intapp) and Stuart Ferguson (Pointe Advisory), moderated by Michael Green (Accounting Today). The session explored findings from Accounting Today’s latest research survey and examined how private equity (PE), capital
Law firms know they need to modernize. Yet despite investing millions in technology, many still struggle to drive meaningful adoption. The problem isn’t that lawyers resist change. It’s that most systems weren’t built for how they actually work.
Here’s what
Regulators have fundamentally changed how they conduct audit inspections.
For decades, inspections zeroed in on individual engagements — the audit files, the testing, and the documentation. But in recent years, regulators have realized that while this approach uncovers engagement-level deficiencies
Trusted by more than 1,700 financial services institutions, Intapp has a broad view into how leading investment banks are leveraging technology to stay competitive regardless of overall market trends. To examine the business impact of Intapp DealCloud through an evidence-based lens,
Your associates are already using AI. The question isn’t whether artificial intelligence has arrived at your firm – it’s whether you control how it’s being used.
Here’s the uncomfortable truth: half
Six months from now your peers and competitors won’t still be evaluating their compliance tech stack, they will already be reaping the rewards, growing at a faster pace and
For financial
