White Papers for Corporate Treasury and Finance Services

  • Beneficial Owners of Legal Entity Customers

    Abandoned Property Advisors LLC offers specialized guidance on understanding and navigating the complexities of the FinCEN Beneficial Ownership Rule. Our services are tailored to help businesses comply with regulatory requirements that involve identifying and verifying beneficial owners as part...
  • Unlock the Secrets of Successful Seasonal Hiring with Insider Tips

    Gearing up for holiday sales or perhaps an influx of business when temperatures rise in the spring? These are strategies for successful hiring and tips to retain seasonal staff that you need to know.
  • Heel to Reconcile - Strutting Through Month-End Close

    In this ebook, we’ll explore the parallels between high heels and month-end close software. We’ll discuss how SkyStem’s ART, much like your favorite pair of high heels, can elevate your financial processes, making them more efficient and reliable. From finding the perfect fit to navigating...
  • Check Fraud Exposed: Proactive Measures for Financial Safety

    Check fraud remains a persistent threat to financial institutions, evolving into more sophisticated schemes despite the rise of digital payments. This white paper provides an in-depth look at how fraudsters exploit vulnerabilities in check payments and outlines essential strategies to mitigate...
  • Customer Story: American Airlines

    American Airlines is one of the largest airlines in the world. With a rich history dating back to the early days of commercial aviation, American Airlines operates an extensive network of domestic and international flights, serving millions of passengers each year. Together with its regional...
  • e-Book Success Stories - Streamlining AP

    Discover inspiring success stories from organizations that have improved their Accounts Payable (AP) processes using Corpay. Learn how these companies achieved greater efficiency, reduced errors, and enhanced financial management by embracing digital transformation in their AP operations.
  • Preparing for ACA 2024

    If you or your company are new to ACA compliance, we have comprehensive assistance available, but this post is focused on newer ACA developments and helping veteran ACA-filers stay on top of their compliance.
  • Unlock the Secrets to Financial Mastery with Accenture's Latest Success Story

    Discover how Accenture, a titan in professional services, harnesses the synergy of technology and human ingenuity to conquer the complexities of global financial markets. Dive deep into a comprehensive success story that outlines how Accenture tackled formidable challenges in foreign-exchange...
  • Visa and Mastercard Proposed Antitrust Settlement

    Last week Visa and Mastercard announced a $30 billion settlement to a long-standing 2005 antitrust lawsuit. This lawsuit was brought forward by merchants and trade associations. If the settlement announced March 26, 2024 is approved by the courts, it has the potential to change how some...
  • Technology Trends Impacting Financial Institutions in 2024

    Innovation and finance have always been interlinked. From the birth of the personalized checkbook to the recent boom of AI and machine learning, finance has always been on the cutting edge of change – and that change is happening faster now more than ever before. Today, financial institutions...
  • Expanding Threshold for Automatic Rollovers

    Determine if you need to amend your retirement plan documents under the latest automatic rollover provisions from the SECURE 2.0 Act: The threshold for employers to cash out former employees’ retirement accounts has increased from $5,000 to $7,000. Inspira Financial can help set you up for...
  • The Perfect Storm - Opportunities and Threats on the Horizon

    📑 Explore groundbreaking insights in our whitepaper, "The Perfect Storm," as we delve into the Top Trends for CFOs, Treasurers, and Bankers. 🔐 Unlock the future of finance with a focus on Transaction Banking, where digital transformation is reshaping financial services. Discover exclusive...
  • Pierre & Company: Outsourced Treasury Management

    Pierre & Company is introducing Outsourced Treasury Management, a middle-office service for finance officers, fund managers, family offices, and other fund management entities who want to capture optimal returns on their cash reserves. A separately managed account (SMA) of laddered Treasury...
  • Bank of England: Very Low Yields on Bank Funds

    How are rising interest rates affecting companies? Download to find out.
  • 7 Costly Payroll Mistakes Mid-Market Companies Make

    Mistakes happen at any mid-market company, but when it comes to payroll mistakes, these 7 can be extremely costly. Just one small error could result in the loss of thousands of dollars, along with employees’ time and energy when they attempt to fix the problem. Thankfully, if you learn about...
  • Money Markets: The Federal Reserve signals higher-for-longer interest rates

    The Federal Reserve takes a pause but signals higher-for-longer interest rates to rein in inflation.
  • Investment Technology Designed for Treasury

    Read the overview brochure for ICD solutions: ICD Portal, an independent portal for short-term investments and ICD Portfolio Analytics, an AI-driven portfolio analytics solution for treasury's entire portfolio.
  • The Art of Reconciliation in the Digital Era

    Today’s consumers expect a convenient, safe, and instantaneous customer experience. To keep up with the speed of digital transformation, merchants are expected to implement omnichannel strategies and offer a range of payment modes on multiple networks, from credit cards, to P2P, to mobile. As...
  • Take Control of Your Payments and Curb Fraud

    In recent years, payments fraud has been on the rise as fraudsters take advantage of increased digitization of work, shopping and general operations and communications. The mental impact of economic uncertainty on consumers and businesses alike also heightens vulnerability of potential victims.
  • The State of Automation in Finance 2023: Driving for Positive Change During Times of Instability

    Third Edition: An investigation into how finance leaders can become drivers for positive change during times of instability Yooz reveals key findings of their exclusive, global financial survey 94% of organizations are taking action to minimize the impact of inflation on the bottom line, but...
  • Boost Benefits for Buyers

    Flyer contains information on how our solutions benefit buyers.