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RIVIO Clearinghouse A service of CPA.com

Webinars

Many firms and businesses are exploring and investing in technology to improve processes and the quality of work related to financial data. At the same time, it's important to consider how documents such as audit reports are ultimately delivered to clients and key stakeholders. All too often, firms and their clients rely on unsecure and inefficient methods for exchanging sensitive information, such as mail, email and hand delivery - leaving documents susceptible to alteration.

Join us to learn how you can meet the growing demand for authenticated financial information with RIVIO Clearinghouse. Offering a centralized, online platform, RIVIO allows CPA firms, businesses and third-party users to exchange information more securely and efficiently than ever before.

During the webinar, we'll provide an overview and demo of the RIVIO platform, and discuss:

  • Marketplace forces driving the need for a private company clearinghouse
  • How RIVIO compares to other options available for sharing financial documents
  • Using RIVIO to meet different compliance requirements
  • How RIVIO is changing the future of financial document exchange
May-10-2018
2:00 PM - 3:00 PM ET


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With more focus on the security and protection of important financial information, organizations are taking a closer look at their processes for exchanging documents such as audit reports. After conducting a periodic material loss review, the National Credit Union Administration (NCUA) issued an updated policy in May 2017 to ensure information provided by credit unions is authentic and unaltered.

As part of the update, the NCUA provided credit unions with options for submitting audit reports. Join us for webinar where we will explore those options and the impact this updated policy has on firms and their credit union clients.

We’ll share how firms and credit unions are using RIVIO Clearinghouse to comply with the policy and discuss:

  • Details of the updated NCUA policy
  • Challenges and concerns raised by the new NCUA policy for firms and credit unions
  • What’s driving the need for digital and validated exchange of information
  • How to establish a more controlled and efficient process for exchanging financial information
  • And more!
May-24-2018
2:00 - 3:00 PM ET


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The accounting profession is experiencing a technological revolution as it relates to assurance services. The emergence of more tools to manage and analyze data is enabling practitioners to deliver deeper insights. As technology advances and the business landscape changes, the demand for assurance services is evolving and creating new opportunities to add value.

In this webinar the impact of innovation in audit and assurance services is explored. You will learn how you can take advantage of the technology available to gain more control and insight to expand your capabilities and reach new levels of efficiency.

During the webinar, our speakers covered topics including:

  • Emerging assurance service opportunities
  • Innovation in automation and analytics
  • Digitization of financial information exchange
  • Data integrity and validity

 

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Reliable financial information is one of the foundations of capital markets, but many private businesses continue to rely on outdated and unsecure methods to distribute financial statements and other key documents. This has led to uncertainty about the accuracy, source and validity of financial information, not to mention a greater risk of fraud.

Join us for an upcoming webinar where we’ll explore the need and benefits of a sophisticated clearinghouse to streamline the flow of financial documents. During the webinar we will discuss major trends and market demands impacting private company financial document exchange.

Speakers

JEREMY DILLARD, CPA, CGMA
Partner, Assurance & Advisory
SingerLewak LLP

KALIL MERHIB
Director, Business Development & Enterprise Sales
CPA.com

 

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