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Advisory

The University of Florida & FD, HITRUST Case Study, Frazier & Deeter

Enhancing Security Standards with HITRUST: The University of Florida and FD

February 13, 2024

The University of Florida successfully achieved HITRUST certification for HiPerGator, their cutting-edge high-performance computing system. FD's specialized HITRUST approach not only enhanced their certification experience but also optimized outcomes, providing them with a robust security standard and compliance with HIPAA. Read More

retirement plans

Roth IRA Taxpayers Minimize Liability For 401k

June 13, 2022

Moving your retirement money around is now easier than ever. In a conciliatory move for taxpayers, the IRS has issued new rules that allow you to minimize your tax liability when you move 401(k) funds into a Roth IRA or... Read More

Private Equity 360 Technology Trends 1920x1080 1

Private Equity 360 | Technology Trends Impacting Private Equity

February 17, 2022

Private equity firms are being challenged by ever-increasing demands for data from their investors and balancing their need for “real-time” access to data versus the use of third-party fund administrators. The in-house technology capabilities and related operational sophistication of private... Read More

Tax compliance at Frazier Deeter

Culture of Compliance | Keeping Up with Compliance Trends

January 12, 2022

What’s new in the compliance industry and how can compliance leaders keep up with their peers? Sabrina Serafin interviews Carrie Penman. Carrie presents the most interesting findings for NAVEX Global’s annual risk & compliance benchmark report as well as additional advice for compliance leaders. Read More

Culture of Compliance Fintech Anti Money Laundering with NASDAQ

Fintech & Anti-Money Laundering with NASDAQ

December 14, 2021

As financial criminals get smarter, so does technology. Sabrina Serafin interviews Valerie Bannert-Thurner, Head of Anti-Financial Crime Technology at NASDAQ to discuss the NASDAQ’s annual compliance survey as well as their anti-financial crime efforts. Listen now using the player below... Read More

Culture of Compliance Enterprise Risk on a Budget

Culture of Compliance | Enterprise Risk on a Budget

September 28, 2021

“Denial is never a good strategy.” How do you understand and try to address risk across an organization? Sabrina Serafin interviews Kristi Atwater, SVP of Internal Audit of Everi Holdings, about Enterprise Risk Management including advice for starting up the... Read More

cryptocurrency stock market

Infrastructure Bill Require 1099 Cryptocurrency Reporting

September 17, 2021

To get Republican buy-in, Congressional Democrats have avoided adding tax increases to the bipartisan Infrastructure Investment & Jobs Act currently under consideration in Congress. How will they fund the bill? One tax-related source of revenue would come from broker reporting... Read More

Competing to Attract and Retain Talent 2021 Thumbnail

Attracting Talent During Labor Shortage

September 14, 2021

Business people understand competition for clients – that’s part of growth. But many of us may not feel as savvy competing for talented team members, and in today’s environment we’re not just competing for new talent, we’re competing to keep... Read More

Culture of Compliance The Challenge of Ransomware UPDATED

Culture of Compliance | The Challenge of Ransomware

August 17, 2021

Ransomware is the #1 cyber risk of 2021 with estimates that 50% of all businesses have been hit. In this episode of Culture of Compliance, Sabrina Serafin interviews Skeet Spillane of Pillar Technology Partners about the magnitude of the problem... Read More

Culture of Compliance Podcast Did the Pandemic Affect Promotability

Culture of Compliance | Did the Pandemic Affect Promotability?

August 3, 2021

Changing work environments and work cultures due to the pandemic impacted how everyone sees their careers. Amii Barnard-Bahn, Executive Coach and former Fortune Global 50 executive, returns to discuss the impact of the pandemic on promotability. Download Amii’s free Promotability... Read More

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