Industry - All

Healthcare Information Security

Mon, 19 Dec 2011 15:11:56 GMT

Keep your valuable healthcare information safe and secure.

Mining

Mon, 19 Dec 2011 11:54:23 GMT

Our industry professionals know mining and are able to quickly step in to address the difficult challenges this complex industry presents.

Manufacturing

Mon, 19 Dec 2011 11:53:31 GMT

Jefferson Wells provides its manufacturing clients with a wide range of services, delivered by experts with broad experience and a deep understanding of this industry.

Healthcare

Tue, 29 Nov 2011 13:59:45 GMT

Jefferson Wells has worked with hundreds of organizations in the healthcare industry to provide a full range of services in four key areas: reimbursement, operations, regulatory compliance and information technology.

Financial Services

Tue, 29 Nov 2011 13:59:00 GMT

Financial institutions of all sizes can benefit from our value-based financial institution services expertise. And with offices worldwide, we have the infrastructure to support you.

Energy

Tue, 29 Nov 2011 13:58:10 GMT

At Jefferson Wells, we have deep industry expertise throughout the entire energy value chain, allowing our professionals to address specific needs without losing focus on the big picture.

Jefferson Wells Launches Financial Services Industry Compliance Update

Mon, 07 Feb 2011 09:19:16 GMT

February 1, 2011 - This communication is designed to provide you with quick snapshots and perspective on timely regulatory developments. First issue highlights changes under Dodd-Frank Act, SAFE Act and FCRA.

User-developed Application Risk Client Success Story - Financial Company

Thu, 20 Jan 2011 15:36:39 GMT

Client: A financial-services company with over 11,000 employees and assets of $57.5 billion in March of 2007.

Construction Issues in the Healthcare Industry Webcast

Wed, 12 Jan 2011 13:49:28 GMT

Posted: January 12, 2011
This Webcast was designed to assist healthcare financial professionals in preparing for a health care related infrastructure project.

Healthcare Industry Tax Update Webcast

Thu, 09 Dec 2010 08:08:45 GMT

Posted: December 7, 2010
In this timely session, we discuss both tax-exempt and for-profit healthcare organizations and offer tips on prioritizing and addressing tax legislative developments for an efficient and compliant tax approach.

Financial Institutions Regulatory Update Webcast

Thu, 02 Dec 2010 14:20:28 GMT

Posted: December 2, 2010
During this Webcast, we highlight key regulatory trends and provide pragmatic insights into leading risk management and compliance practices.

Information Security in Healthcare Webcast

Thu, 04 Nov 2010 16:09:30 GMT

Posted: November 4, 2010
In this fast-paced session, you'll receive an overview of today's most prevalent healthcare information security risks and weaknesses. In addition, we "prescribe" effective measures your firm can follow to help mitigate future security risks.

Financial Regulatory Reform Webcast

Mon, 25 Oct 2010 12:29:57 GMT

Posted: July 29, 2010
This Webcast will help your organization respond quickly and cost-effectively to the Dodd-Frank Wall Street Reform and Consumer Protection Act, which President Obama signed into law on July 21.

Financial Institution Regulatory Update Webcast

Mon, 25 Oct 2010 12:28:41 GMT

Posted: June 29, 2010
This Webcast highlights regulatory trends and provide pragmatic insights into leading credit management and compliance practices.

Construction Audit in Healthcare Webcast

Mon, 25 Oct 2010 12:26:50 GMT

Posted: April 14, 2010
This Webcast was designed to assist healthcare professionals in ensuring any potential problems or irregularities are "diagnosed" or avoided.

Information Security for Financial Services Webcast

Mon, 25 Oct 2010 11:38:41 GMT

Posted: September 15, 2010
This complimentary Webcast explores the benefits of a life-cycle approach to creating and implementing an information-security program and its role in providing a unified, risk-based security baseline to better arm the enterprise for the next inevitable change.

President Signs Financial Regulatory Reform Bill into Law

Mon, 26 Jul 2010 09:26:04 GMT

This wide-ranging legislation will impact financial firms and non-financial organizations.

Financial Institutions that Fail: An Industry Report Update

Wed, 30 Jun 2010 10:03:04 GMT

Uncertainty continues to hang over Wall Street and Main Street. Size limits on the country’s largest financial institutions, statutory leverage ratios, the establishment of the Consumer Financial Protection Agency — all are clear indicators the overall health of the U.S. financial services industry represents a national economic concern.

Mining Literature

Mon, 10 May 2010 12:55:20 GMT

When you work with Jefferson Wells, you work with mining industry experts who bring significant practical, hands-on experience to each engagement. Mining and mining-related companies around the globe come to us for assistance in adopting best practices and achieving their most important business objectives.

Internal Control Optimization - Financial Services Company

Wed, 05 May 2010 09:47:47 GMT

Client: A $2 billion global insurer and financial services provider to cooperatives and credit unions.

Sustaining Internal Control Compliance Client Success Story - Financial Services Company

Wed, 05 May 2010 09:41:20 GMT

Client: A global leader in personal and commercial financial services operating in more than 40 markets around the world

Regulatory Compliance Client Success Story - Insurance Company

Wed, 05 May 2010 09:40:01 GMT

Client: A Wisconsin-based insurance company operating in 18 states with over $15 billion in assets.

Account Reconciliation - Insurance Company

Wed, 05 May 2010 09:35:28 GMT

Client: The large insurance subsidiary of a publicly traded company, which was in liquidation.

2010 Financial Institutions Regulatory Checklist

Wed, 14 Apr 2010 12:58:14 GMT

The number of changes to regulations affecting financial institutions seems to be escalating. The checklist below will help you as you assess your approach to and readiness for these regulatory changes.

Jefferson Wells Expands Forensic and Investigative Accounting Services

Thu, 25 Mar 2010 12:49:23 GMT

March 25, 2010 – Jefferson Wells, a global provider of risk advisory, tax, and finance and accounting-related services, today announced it has established an alliance with Sawyer & Company, a specialist forensic and investigative accounting firm. The alliance agreement was completed on March 1, 2010.

U.S. ‘red flag’ rules could affect Canadian banks

Fri, 19 Mar 2010 14:05:45 GMT

A new regulation requiring banks and creditors to identify potential consumer identity theft is scheduled to take effect in the United States on Nov. 1, but at least one industry expert said Canada could also experience the spillover effects.

Keeping cash “king” in a down economy

Fri, 19 Mar 2010 11:36:45 GMT

July 2008 – Working capital is a primary indicator of a company’s financial health. In a credit-dependent industry, such as construction, many profitable companies...

Industry News - OMB Enhances Reporting Guidance

Fri, 19 Mar 2010 10:24:40 GMT

June 22, 2009 – The Office of Management and Budget (OMB) released additional guidance to assist federal agencies and funding recipients in complying with the reporting requirements of the American Recovery and Reinvestment Act of 2009 (Recovery Act).

Global Sourcing Forum Report: Industry Leaders Meet to Share Perspectives

Fri, 19 Mar 2010 09:44:07 GMT

In February 2008, a group of 25 risk, internal audit and finance executives representing multinational retailing organizations participated in a Global Sourcing Forum sponsored by Jefferson Wells and Lowe’s. The forum featured discussions on emerging issues in global sourcing.

Does Your Construction Project Have Adequate Controls?

Fri, 19 Mar 2010 09:11:40 GMT

As construction in the gaming industry continues to increase, learn how internal auditors can help combat fraud throughout the project — from awarding contracts to project closeout.

Construction Project Life Cycle

Fri, 19 Mar 2010 08:50:04 GMT

Construction Project Life Cycle showing Cost Segregation and Construction Audit Timelines

Construction Audit Services Literature

Fri, 19 Mar 2010 08:46:34 GMT

Construction projects are major opportunities, but the risks are significant, too. Although these projects rank among organizations’ largest, most complex financial expenditures, too often, financial and management controls are lacking. Partnering with experts to help you plan and manage the project’s financial aspects can make the difference between extensive cost overruns and a project...

Obama Administration Proposes Regulatory System Changes

Fri, 19 Mar 2010 08:24:28 GMT

June 17, 2009 – The Obama administration has announced plans to reform the U.S. financial regulatory system. The plans include changes that would restructure and streamline bank oversight; create a systemic risk regulatory function that would rest with the Federal Reserve; create a new Consumer Financial Protection Agency; and combine two federal agencies into one.

Business Continuity Planning - Health Management Technology

Thu, 18 Mar 2010 14:06:17 GMT

The development and management of a robust business continuity plan (BCP) for a healthcare organization can be a daunting task. Keeping clinical operations open 24/7 and providing safe and secure facilities is not where business continuity ends. Periodic training of business departments throughout the organization on BCP-related activities is a...

ALLL Methodology

Tue, 09 Mar 2010 14:57:00 GMT

These days, financial institutions’ allowances for loan and lease losses (ALLL) adequacy and their ALLL methodologies are the focus of significant attention from bank boards, management, external accountants and, of course, regulators.

Anti-Money Laundering Literature

Tue, 09 Mar 2010 14:55:23 GMT

Our Anti-Money Laundering/Bank Secrecy Act (AML/BSA) Compliance Services provide the expertise and resources to assist organizations in complying with the AML/BSA laws and regulations and provide practical recommendations for improvement. We accomplish this by...

OMB Issues Open Government Directive

Wed, 03 Mar 2010 16:33:24 GMT

March 3, 2010 ― The clock started ticking for executive-level government departments and agencies on December 8, 2009, when the Office of Management and Budget (OMB) issued an Open Government Directive that includes formal action deadlines on transparency, participation and collaboration.

Public Sector - American Recovery and Reinvestment Act

Tue, 02 Mar 2010 11:56:59 GMT

In February 2009, the $787 billion American Recovery and Reinvestment Act (ARRA) was signed into law to address the economic crisis in the United States. Monies were allocated for a variety of areas, including clean, efficient energy; 21st Century education; healthcare modernization; science and technology; roads, bridges, transit and waterways; and more.

Tax Process Improvement Client Success Story - Manufacturing Company

Tue, 02 Mar 2010 09:43:39 GMT

Client: The tax department of a Fortune 500 manufacturer

Sustaining Internal Controls Compliance Client Success Story - Health and Life Sciences Company

Mon, 01 Mar 2010 16:15:41 GMT

Client: A global, values-driven health and life sciences company with facilities in 27 countries

Technology Risk Assessment Client Success Story - Financial Services Company

Mon, 01 Mar 2010 14:45:12 GMT

Client: A large federal credit union with more than $2 billion in assets.

Sales and Use Tax Audit - Telecommunications Company

Mon, 01 Mar 2010 14:37:53 GMT

Client: A leader in the wireless messaging industry with more than 1.7 million customers and revenues of nearly $300 million.

IT Audit Co-Source and SOX Compliance Client Success Story - Telecommunications Company

Mon, 01 Mar 2010 14:25:04 GMT

Client: A global wholesale telecommunications company.

J-SOX Client Success Story - Manufacturing

Mon, 01 Mar 2010 14:14:53 GMT

Client: The North American operations of a Japanese manufacturer with annual sales of more than 700 billion Yen.

Co-Sourcing Client Success Story - Chemical Manufacturing

Mon, 01 Mar 2010 14:11:36 GMT

Client: An innovative Fortune 500 specialty chemical company with manufacturing facilities in 20 countries and sales and technical offices around the world that generates approximately $4 billion in annual revenue

IT Security Governance - HIPAA - Client Success Story - Leading Academic Health Facility

Mon, 01 Mar 2010 13:53:39 GMT

Client: A leading academic healthcare facility in tertiary care services, including specialization in the diagnosis and treatment of heart, lung and vascular diseases

IT Security Governance Client Success Story - Medicare Contractor

Mon, 01 Mar 2010 13:48:37 GMT

Client: A large Medicare contractor with offices across the Unites States

IT Audit Client Success Story - Insurance and Financial Services Company

Wed, 24 Feb 2010 16:41:08 GMT

Client: An insurance and financial services provider with operations in more than 130 countries and jurisdictions.

Fed Revises Regulation Z to Address Predatory Lending Practices

Wed, 24 Feb 2010 16:12:32 GMT

July 14, 2008 – The Federal Reserve approved final amendments to Regulation Z, intended to protect...

Enterprise Risk Assessment and Management - Banking Industry Client Success Story

Wed, 24 Feb 2010 16:03:48 GMT

Client: A community bank that focuses on commercial and agricultural lending with assets of nearly $500 million.

Tax Outsourcing Client Success Story - Telecommunications Company

Wed, 24 Feb 2010 14:12:26 GMT

Client: Prior to its purchase, the company was a privately held, leading nationwide provider of fixed wireless broadband services to business customers.

Tax Accounting Services Client Success Story - Manufacturing Company

Wed, 24 Feb 2010 11:27:51 GMT

Client: A global high-tech manufacturing corporation

Account Reconciliation Client Success Story - Energy Company

Wed, 17 Feb 2010 09:48:54 GMT

Client: A publicly traded diversified energy company with annual revenue of $9 billion

COBIT and IT Governance Client Success Story - Education

Wed, 17 Feb 2010 09:41:36 GMT

Client: A college textbook wholesaler/retailer with a corporate office/warehouse and approximately 250 retail locations throughout the U.S.