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Insights

From IRO to CFO: Charting the Best Path Forward

IROs aspiring to be CFOs must go beyond the standard job description to master a differentiating set of high-level skills, responsibilities, and accomplishments.

Today’s CFOs Walk Tightrope of Growth, Caution

In today’s business context, CFOs highlight the need to balance essential growth initiatives with financial caution, collaborate closely with cross-functional leaders, and communicate to key stakeholders in more robust ways.

CFOs Share Top Concerns – Part 1: Cash Flow and Financial Planning

CFOs are focusing on three core themes to enable strength in the year ahead, including financial approaches involving agile planning and cash flow strategies.

CFOs Share Top Concerns – Part 3: ESG Strategies

Today’s financial executives are seeking ways to differentiate their organizations via opportunities anchored to ESG and sustainability.

How CFOs Can Do More With Less Using the Technology You Already Have

Savvy CFOs and business leaders are taking action to recalibrate their existing technologies, streamline accounting and finance processes, enable an easier audit cycle, and make a lasting impact.

Revving Up for a Bounce Back Year: Top 5 CFO Priorities for 2024

With the macro environment poised for recovery, CFOs need to prioritize restarting their growth engines and communicating the details to stakeholders.

AI Helps Finance: Riveron and Numeric Announce Alliance in Support of CFOs & Accounting Teams

The advisory firm and AI-powered accounting technology provider join forces to better equip the office of the CFO

Better Together: Three Ways to Maximize the PE-CFO Relationship

Here are three strategies private equity funds should adhere to when selecting, developing, and working with financial talent at target companies.

CFOs Share Top Concerns – Part 2: Talent Strategies

As companies refine and reimagine workplace trends and foster cultural alignment, attracting and retaining talent remains top of mind for today’s CFOs.

How Accounting Leaders Can Embrace ESG for a Strategic Advantage

Learn how accounting and finance leaders can guide ESG strategies and sharpen their company’s competitive edge.

Riveron Joins Bloomberg Tax Certified Implementer Program

With solutions tailored for the office of the CFO, Riveron will support client use of Bloomberg Tax Provision and Bloomberg Tax Workpapers.

Audit Readiness: Top Focal Points for a Smooth Audit Cycle

Ready for the audit? PBC list prioritization is critical for accounting teams to be able to meet financial reporting deadlines and address the items most important to auditors, including five topics likely to face heightened scrutiny.

Top Accounting Trends and Takeaways from the SEC and Financial Reporting Conference

Riveron experts compile key accounting and financial reporting insights presented at the 42nd Annual SEC conference hosted by USC and FEI

Navigating Gray Areas in Accounting: Applying Your Best Judgment to Impairment, CECL, and More

Accounting often requires a high degree of judgment, and companies rely heavily on the Office of the CFO to get it right. Here’s how accounting professionals can rethink initial approaches and learn from hindsight to ensure accuracy, audit readiness, and stronger path forward.

Riveron Deepens Business Advisory Presence in South Florida

Advisory firm makes strategic investment in local leadership to better serve the office of the CFO and private equity.

Riveron Makes Investment in Southern California

Advisory firm invests in local leadership and expands office space to better serve the office of the CFO and private equity.

Accounting Insights: Non-GAAP Measures Can Shape Decisions and Inform Investors

When accounting teams present non-GAAP measures, where the guidance is less rigid, the information should not mislead investors and still appropriately represent the health and performance of the company.

Prioritizing Internal Controls: The Essential Step for Effective Sustainability Reporting

The principles used for financial reporting controls can also be applied to sustainability data, ensuring reliability and consistency.

Simplify Audits, Scale Confidently: 4 Reasons to Automate Your Company’s Tax Processes

Here are four key reasons to automate your company’s sales tax reporting and tax provision processes.

 

IPOs on the Rise: How CFOs Can Prepare to Take a Company Public

Preparing to go public? Proactive CFOs are refining organizational structures, enhancing processes and controls, and sharpening capabilities through technology.

Now’s the Time to Transform FP&A: The 2024 Guide for Strategic CFOs and Finance Teams

The first half of the year is an ideal time to transform your FP&A function. Riveron shares considerations for transforming FP&A – and how approaches may vary depending on an organization’s maturity.

Riveron Acquires Yantra, Adding Strength to Supporting Technology Needs of CFOs

Acquisition makes Riveron one of the largest NetSuite Alliance Partners.

Careers at Riveron: Spotlight on Financial Advisory Projects

What’s it like to work at Riveron? Finance and accounting professionals from across the firm share highlights of recent projects.

The Expertise Every Team Needs for Investor-Grade Climate Reporting

Investor-grade climate reporting calls for a confident stamp of approval from CFOs and requires collaborative efforts from financial and climate data experts alike. 

The SEC Has Spoken: Proposed Climate Change Disclosure Rules are a CFO Game Changer

The SEC unveiled its long-anticipated proposed climate risk disclosure rules. As expected, the implications are significant.

Top 4 CFO Priorities for 2H23 IR Programs: Taking the Macro Environment Head On

Here are the top four emerging priorities we see among CFOs for 2023 along with some messaging tips and advice for investor relations teams.

Riveron Names Sam Shaw as Next Chief Executive Officer

Current CFO Sam Shaw to succeed Julie Howard as Riveron CEO, bringing a long track record of professional services leadership expertise.

Confused By the ESG Reporting Regulations? Experts Break It Down

In the face of emerging ESG regulations, CFOs and corporate sustainability leaders can refine their strategies to ensure global compliance, create value, and support growth.

Readying for Success as the Public Offering Market Warms Up

Companies considering an initial public offering (IPO) will need to properly prepare in order to take advantage of ideal timing based on market conditions.

The Critical Role of Accounting and Finance When Preparing for an IPO

An IPO journey involves significant effort, and anticipating six key accounting and finance challenges can empower an IPO-track company to succeed on the path to going public.

Transforming the Tax Department: 6 Strategies to Elevate Your Team’s Impact

Optimizing a company’s tax function is a multifaceted process that involves finding the right balance between in-house expertise, outsourcing, and the use of automation.

Ready for It? New Integrated CDP Questionnaire to Reshape 2024 Sustainability Reporting

New in 2024, the CDP introduces an integrated corporate questionnaire that streamlines ESG reporting efforts and encourages a more holistic approach to sustainability.

Unlock the Hidden Benefits of Lease Accounting Rules

Yes, complying with the new lease accounting standard presents a compliance burden. But the effort may well lead to operational and cost improvements. Read more on this subject, as Riveron’s Bill Maloney, and Patrick Garrett contribute in this thought provoking article on CFO.com.

Riveron Welcomes Sam Shaw as New Chief Financial Officer

Riveron announced today that Sam Shaw is joining its leadership team as CFO. Shaw will oversee the company’s finance organization and play a leading role in executing Riveron’s purpose-driven growth strategy.

Hey, CFOs – Here’s What the SEC’s Proposed Climate Rule Means for You

Similar to traditional financial reporting, climate-related risk reporting is complex and cannot be mastered overnight. The best approach? Start now.

CFOs and CPAs Should Brace for New Expense Disclosure Scrutiny

The FASB is drafting new requirements for public companies to provide more detailed information about the nature of companies’ expenses at a more granular level than what is presented on the income statement.

Corporate Tax Pros: Get Ready for Income Tax Disclosure Changes

Proposed income tax disclosure accounting standards changes will impact corporate accounting and tax teams, and stakeholders can provide feedback to the FASB by May 30, 2023.

A Quick Guide to The Trends Shaping Your Control Environment

Today’s CFOs, internal audit teams, and compliance professionals are rethinking risks to make an impact beyond the most pressing demands of audit season.

Tax Reporting Insights When Moving from US GAAP to IFRS

Explore the key tax implications of transitioning from US GAAP to IFRS.

As ESG Becomes More Mainstream, Consider COSO’s Guidance on Internal Controls Over Sustainability Reporting

The status and credibility of the COSO framework will set norms and expectations for internal controls over sustainability reporting.

Riveron Expands Capital Markets Advisory Capabilities, Adding Industry Veteran Jeff Bernstein

Riveron welcomes Jeff Bernstein, a senior managing director, adding to the firm’s Capital Markets Advisory capabilities. 

Private Companies Can No Longer Risk It

By prioritizing risk management, private companies can elevate their impact by supporting better decision-making, preparing for strategic growth, and realizing other key benefits beyond compliance.

Accounting and Year-End Trends: SEC “Hot Topics” Conference Highlights

A conference explored trending accounting and finance topics — especially timely for companies as CFOs and accounting teams balance priorities and prepare for year-end reporting season.

Expert Q+A: How Finance Teams Can Make an Impact During Annual Planning

An interview with a Riveron financial planning and analysis (FP&A) expert explores how savvy CFOs are tackling the 2024 budget season with a cautious-yet-growth-minded approach to annual planning.

Accounting and Financial Reporting Insights from the 2023 AICPA Conference

For public companies and accounting professionals, here are key takeaways from the 2023 AICPA & CIMA Conference on Current SEC and PCAOB Developments.

Accounting for Segment Reporting: How to Report with Clarity and Respond to FASB Updates

To aid decision-making and audit readiness, reporting professionals should examine the latest principles of segment reporting.

Riveron Ranks as Top Workplace in Dallas

Employees enjoy working at Riveron: a Dallas Morning News survey ranks Riveron’s Dallas office 20th among 150 top workplaces.

How to Select the Right Independent Auditor

Choosing the right audit partner will have a year-round impact on your company’s accounting and finance operations. Here are tips for finding the right audit firm for your business.

Riveron ESG Experts: SEC Climate Rule Skips Scope 3, Companies Must Align with Other ESG Reporting Regulations

The final SEC climate rules are now released, and companies must enhance their climate reporting capabilities.

Navigating Change: An IRO’s Role to Ensure Management Transition Success

When there are changes in the C-Suite, the investor relations team becomes more critical than ever, and IR professionals will need to flex to take on more and new responsibilities.

AI in Your Accounting Toolbox: Practical Applications and Overcoming Hesitations

Today’s accounting and finance professionals can embrace AI technologies to improve processes and elevate the strategic impact of the office of the CFO.

Careers at Riveron: Spotlight on Business Performance Improvement

Riveron’s spotlight features business performance improvement professionals and their career highlights.

Accrued, Deferred Revenue Accounting Updates: What Acquirers Should Know

For companies making acquisitions, here’s what controllers and accounting teams should know about adopting the updated revenue guidance per ASC 805.

Accounting’s Active Role as Businesses and Risks Evolve (Podcast Recap)

Key insights from a podcast discussion outline the critical role of finance and accounting professionals in applying guidance to ever-changing organizations.

5 ESG Facts That CFOs Should Know

Evidence shows strong ESG initiatives benefit companies financially. Learn top 5 benefits every CFO must know.

Success Story: Post-Acquisition Support

Sherri Russell, Chief Financial Officer of Veriforce, discusses her successful partnership with Riveron.

Five Steps to Attracting Tomorrow’s Accounting Professionals

Disruptive workforce trends are reshaping the landscape for CPAs and finance professionals. Here are five ways to attract tomorrow’s talent.

The Critical Path for Margins: Optimizing Costs While Balancing Revenue Uncertainty

A holistic assessment of COGS, working capital, and SG&A can deliver an understanding of the current cost base and should align with growth strategies.

Riveron Acquired by Kohlberg & Company

Transaction to accelerate Riveron’s growth through expanded capabilities, new geographies and enhanced ability to serve a growing, diverse client base.

Earnings Season Prep: Top 3 Investor Concerns for Q2 2023

As IROs and management teams dive headfirst into earnings season preparation, investors too are gearing up for potentially tough conversations ahead.

Webinar: Ready for ESG Reporting Regulations? Strategies for CFOs and Sustainability Pros

This webinar outlined the most important US, European, and global requirements for companies engaging with ESG regulations related to greenhouse gas emissions, climate risk, and more.

Three ESG Must-Dos for 2024

Focusing on materiality, regulatory compliance deadlines, & data management will help organizations drive meaningful ESG progress.

Take a Continuous Improvement Approach to ESG

As ESG programs evolve into larger and more complex initiatives, many companies are changing the way they approach the work and committing to making ESG an area for ongoing improvement across the organization.

The Verdict on “ESG”: Should it Stay or Should it Go when it Comes to Report Titles?

The debates around the naming of “ESG” reports can create uncertainty about how to communicate your company’s corporate social responsibility strategy.

Contract Amendments Can Ensure Financial Strength in the Aerospace Supply Chain

As the business landscape has evolved dramatically in recent years, aerospace, defense, aviation, and space (ADAS) leaders should pay close attention to customer contracts and make changes to guide performance improvements or support turnaround scenarios.

AI in Accounting & Finance: Practical Tips for Today’s Pros

How to use artificial intelligence within your company’s finance function: explore what’s useful now (and what’s coming next) for the Office of the CFO at middle-market and growing companies.

Understanding Operational Due Diligence: Uncovering Value and Mitigating Risks

By conducting thorough operational due diligence, acquirers can mitigate risks, uncover opportunities for value creation, and validate assumptions outlined in the deal thesis.

Three Ways Companies Can Prepare for the Libor Transition

The shift away from Libor will affect companies in different ways. Knowing how an organization is affected by the current benchmark and devising a robust strategy will be crucial to preventing disruptions and unexpected impacts on earnings. First appearing in CFO, Riveron’s experts weigh in on three ways that companies can best prepare.

Webinar: How Retail Industry Trends Affect Today’s Finance and Accounting Functions

Riveron experts provide an overview of retail industry trends and explain how they impact the office of the CFO.

Webinar: Addressing Internal Controls Deficiencies in the COVID-19 Environment

This webinar focuses on the key trends in internal controls and how they are likely to impact the office of the CFO.

Standing Up Scalable Finance and Accounting Functions for an Education Technology Company

When an education technology company was transitioning to a private equity-backed enterprise, it engaged Riveron to help evolve its finance and accounting organization.

Post-Acquisition Integration and Accounting for a Leading Private Equity Fund

When a leading private equity fund acquired and merged several businesses, Riveron was engaged to support with financial reporting, audit preparation, and purchase and technical accounting.

Modern Finance: Six Elements that Drive Value for Organizations

Learn which interconnected elements can elevate an organization’s finance function – from improved analytics and systems to driving cross-functional partnerships.

How CFOs Can Take Strides with Technology: Expert Interview

In this interview series, Riveron explores the key priorities of CFOs and the technology-backed approaches that can improve organizations.

Careers at Riveron: Spotlight on Restructuring & Turnaround Services

Riveron’s latest spotlight features restructuring and turnaround professionals and their career highlights.

Newly Backed by Private Equity: Accounting and Audit Successes

After being acquired by a private equity fund, here’s how companies have addressed accounting and audit season challenges and realized success.

Why and How to Invest in an Investor Day for Maximum ROI

Any Investor Day worth doing is worth doing right. Here’s a game plan to help you work through the details.

New IFRS Standards to Shape Sustainability Reporting: What CFOs Should Know

An overview for CFOs and ESG reporting professionals on the sure-to-be influential new IFRS sustainability standards.

Preparing the Finance Team for 2024 ESG Reporting

Given the evolving reporting environment, it’s not too early to prepare for disclosures and metrics in the 2024 Corporate Sustainably Report (CSR). Companies need to be planning for audit-ready ESG disclosures.

Webinar: Year-End Readiness, The Balancing Act

This webinar examined how the Office of the CFO can achieve year-end success by optimizing resources, managing risk, and adapting to change.

Corporate Accounting Teams: Pillar Two Requires a New Set of Books – Are You Ready?

Pillar Two is a cross-functional effort, and here’s a readiness checklist. Corporate accounting and financial reporting teams must work in collaboration to comply with the OECD global minimum tax requirements and anticipate auditor expectations.

Webinar: AICPA Conference Themes Shaping the Year Ahead

Watch the replay to explore the latest SEC and PCAOB focal points for accounting and finance leaders as companies balance 2024 priorities and navigate a successful path forward.

IPO Readiness: Part 1 – A Complete Guide for the C- Suite and Board

Key takeaways from a Riveron series “IPO Readiness Before the Capital Markets Open: A Complete Guide for the C-Suite and Board”

ESG Reporting: How and Why Your Business Should Opt to Disclose Scope 3 Emissions

Scope 3 emissions disclosures are a critical facet of ESG reporting—whether or not the disclosures are currently mandatory for your company. Enacting the right sustainability reporting plan can ensure success.  

Leadership in Minneapolis

Riveron has significantly enhanced its team based in Minneapolis. This rapid growth includes the onboarding of several new members to the leadership team, including Scott Riser, David Ufheil, and Steve Manko.

Back to Business? Five Things for CFOs to Consider Before Reopening

Here are five key areas for companies to keep in mind as they prepare to reopen and maximize value in a post-pandemic operating environment.

Guidelines for Seeking Coronavirus Relief Funds

Companies should be prepared for a rigorous process when seeking relief funds through the CARES Act.

Don’t Try to Improve Weak Areas; Outsource Them

For companies that are way to run their own warehouses and logistics, hiring a 3PL provider may be a great option.

State Laws Cloud the Use of Independent Contractors

The classification regime significantly restricts companies’ ability to rely on independent contractors, which can materially alter the cost structure.

Interim Management of a Global B2B Training Company

Serving as interim CEO, we provided leadership after the company’s restructuring, recruited for senior positions, and improved liquidity.

How to Deal with the Five Stages of Business Distress

Economic headwinds are building on the horizon and it is best to face impending distress early and with full transparency.

Understanding the Lender Mindset for These Times

As companies, private equity firms, and lenders continue through pandemic-driven uncharted waters, much has been written and discussed about the importance of preserving liquidity and navigating the tenets of the CARES Act.

Don’t Wait to Wind Down ‘Zombie’ Subsidiaries

Given the economic challenges caused by COVID-19, more businesses are likely to experience financial distress. Bankruptcy is not always the best option.

Client Successes in Finance, Accounting, and Technology

Here are three examples of how Riveron has helped drive client success by improving accounting and finance functions and related technologies.

Decision Frameworks and Technology Considerations for Adopting ASC 842

Private companies need to make several decisions to adopt the new lease accounting standard, and technology can streamline the process.

Consulting Magazine Honors Riveron’s Amel Hammad for Excellence in Client Service

Consulting Magazine honors Riveron’s Amel Hammad for excellence in client service.

Finance and Accounting Strategies for Newly Acquired Companies

When transitioning to private equity backing, accounting and finance teams typically face three challenges. Here’s how to address each.

Careers at Riveron: Spotlight on Transaction Services

Riveron’s latest spotlight features transaction services professionals and their career highlights.

People Spotlight: Unlocking Business Potential

Eight exemplary professionals across Riveron share perspectives on shaping client success and highlights of their career journeys.

Trending Insights for ESG Leaders

Riveron recaps three key leadership trends and how companies can uncover new possibilities by embracing ESG and sustainability.

Modernizing FP&A and Consolidations for a Real Estate Investment Trust

With support for its current consolidated reporting solution ending, a real estate investment trust (REIT) needed to evaluate other options.

Successes Across Finance and Other Functions Using OneStream Technology

Riveron experts share how companies enabled new possibilities across finance and operations using OneStream.

Fueling the Next Phase of an Energy Company’s Growth Through IPO Readiness

An energy services provider worked with Riveron to ensure IPO readiness and address gaps in its finance and accounting organization.

Riveron Acquires Clermont Partners, Significantly Expanding its ESG and Investor Relations Capabilities

Riveron announces its acquisition of Clermont Partners, a women-owned consultancy specializing in environmental, social, and governance (ESG) communications and strategy, investor relations, and transaction communications.

4 Tips To Revolutionize Your IR Strategy — And Stick To It Throughout The Year

Learn how to modernize your IR strategy for the new decade with tips on ESG reporting and targeting investors in a cluttered market.

The Pulse on Strength Amid Uncertainty

Riveron experts highlight disruptive market trends and where companies can focus to chart a resilient course forward.

Top Focal Points for Audit Season

Leading an organization through audit season is fraught with risk, and here are today’s top focal points to ensure preparedness.

4 “Hacks” To Handle Hacking Risks – Actioning The SEC’s Proposed Cybersecurity Disclosure Rules

SEC—and investors—are looking more closely at companies’ cybersecurity practices. Learn more:

Workforce Disclosures Can Strengthen US Companies, Riveron ESG Expert Tells IFR

Human capital disclosures are highly relevant for today’s US companies in meeting the needs of investors and prospective talent.

Tell, Don’t Show: Why Messaging Matters More than Ever for Undervalued Stocks

Companies focused on strong narratives and compelling messaging will be the most successful at capturing investors’ interest.

Stock Picking Is Back: What that Means for Q3 Earnings Communications

The most effective third-quarter earnings communications will speak not only to the current results but also to the drivers of future value.

Addressing the Tax Impacts of Cancellation of Debt Income When Restructuring

For companies restructuring debt, reasons for the cancelation of debt income might arise. Riveron experts examine related tax considerations.

Riveron In The News

Riveron experts are a go-to source for understanding the top challenges and trends shaping today’s business world. Here’s what our experts are saying.

Navigating Net Working Capital in Mergers and Acquisitions: Key Considerations for Deal Success

Net working capital negotiations play a critical role in the M&A landscape and can have a significant impact on the success of a deal.

Riveron Welcomes Erica Hageman and Tony Ciotti to Executive Leadership Team

Riveron announced today that it has tapped Erica Hageman and Tony Ciotti to join its leadership team as chief legal officer and chief financial officer, respectively.

Gearing Up for an IPO? Make ESG Part of the Equation

ESG programs play a crucial role in determining IPO success. Get the details for assessing your ESG readiness before going public.

Why Private Companies Should Apply Best Practices to Non-GAAP Reporting

For private companies, applying best practices to non-GAAP reporting satisfies stakeholders, encourages compliance, and much more.

Q4 2023’s Mixed Messages: Ongoing Concerns Despite Positive Surprises

Puts and takes of management commentary halfway through the Q4 2023 earnings season.

The Wait Is Over: The SEC Climate Disclosure Rule Is Official and the Compliance Timeline Starts Now

With the final SEC climate disclosure rule published, now is the time to understand what you need to report and the timeline for compliance.

Sell-Side Readiness: How a Common Data Model Helped One Private Equity Company Achieve a Successful Exit

Riveron experts created an accurate set of consolidated data to facilitate the sales process and meet requirements of buy-side due diligence.

How Corporate vs. Partnership Tax Structures Affect Private Equity Investments

Early in the private equity deal cycle, it’s important for management teams and CFOs to examine structuring and taxation considerations.

Riveron Welcomes Linda Orton as Chief Marketing Officer

Riveron expands executive leadership team with Linda Orton as new CMO, underscoring the firm’s commitment to strategic growth

M&A and Tax Guidance: Does an Acquired Business Still Qualify as an S Corp?

For private equity investors or other parties involved in M&A, it’s important to understand how an organization’s S-corporation status might change (and cause tax-related impacts) in the event of a potential M&A transaction.