CrossCountry Consulting

The #SEC's new Anti-Money Laundering (#AML) Final Rule for Investment Advisers is already prompting organizations to make changes to their compliance programs.    To comply with the Final Rule, investment advisers must, among other actions: - Develop and implement a risk-based AML program  - Conduct special due diligence and file suspicious activity reports  - Meet other recordkeeping requirements    This work may include developing new policies and procedures, training employees, and conducting risk assessments.     Read the full blog to stay ahead of the new AML Final Rule compliance curve: https://lnkd.in/dZ8m49Jq     Contributing authors: Bruce Klein, David Minto, Winnie Chan, PMP   #CrossCountryConsulting #ABetterExperience #FinancialRegulations #RiskManagement #CustomerDueDiligence #ComplianceLeadership 

We are thrilled to announce that CrossCountry Consulting is now a Smartsheet Platinum Solution Partner!     Being awarded the top partner status in our first year of joining #SmartsheetAligned is a testament to our amazing Smartsheet consultants and their dedication to delivering innovative solutions, including our first-of-its-kind Smartsheet & NetSuite integration. The success our clients are experiencing with the platform makes this recognition even more rewarding. A special thank you to the Smartsheet partner team for helping us reach this exciting milestone!    Interested in learning how we tailor Smartsheet to drive optimum productivity? Connect with our experts today: https://lnkd.in/e-J-2CBj     #CrossCountryConsulting #ABetterExperience #SmartsheetPartner #Smartsheet   

Happy Black History Month! This month is an important reminder that some of the most valuable lessons come from those who paved the way before us. Our Black Employee Network (BEN) Community Resource Group (CRG) is celebrating Brotherhood & Sisterhood, recognizing the deep bonds that drive growth and success.    As part of this celebration, BEN is partnering with our Network of Asian Professionals & Allies (NAPA) CRG for a "Mentorship That Matters" panel on February 27, 2025. This conversation will explore the cultural nuances of mentorship and its role in shaping careers, leadership, and community impact. Stay tuned for key takeaways to continue the discussion in your own circles!    How has mentorship influenced your journey? We’d love to hear your thoughts in the comments.    Learn more about our BEN CRG: https://lnkd.in/eKnNcgVV      #CrossCountryConsulting #ABetterExperience #BlackHistoryMonth #MentorshipThatMatters #Leadership   

Faster report creation. Cost savings. A seamless ERP implementation. It's possible with the right approach to technology and process design.     Learn how we helped a financial services firm optimize their reporting migration by designing a future-state architecture, expediting stakeholder buy-in, and providing expert project management support.      Click to read the success story: https://lnkd.in/e5mxB3u4     #CrossCountryConsulting #ABetterExperience #SuccessStory #ERP 

Nothing beats the smiles of students starting the school year with the tools they need to succeed! Our South Africa team recently partnered with JA South Africa to support 230 Grade 7 students at Bonwelong Primary School. By providing essential school supplies, we’re ensuring these students have the tools they need for a successful academic year. A huge thank you to our incredible volunteers for coming together to make a difference! Learn more about our partnership with JA Worldwide: https://lnkd.in/eFxeXh6s #CrossCountryConsulting #ABetterExperience #CSR #CommunityImpact #GivingBack #JuniorAchievement 

The countdown to #Coupa SKO 2025 has begun! Join us in Las Vegas, NV, from February 4-6, 2025, to connect with our award-winning Coupa team—2024 North America Regional Partner of the Year. As a 10+ year global Coupa Software implementation partner, we collaborate with Fortune 500 companies, high-growth market leaders, and top private equity sponsors to drive enterprise-wide transformation and #MultiplyMargins. Connect with our experts and explore how we're shaping the future of business together: https://lnkd.in/eauEPsve #CrossCountryConsulting #ABetterExperience #CoupaPartner #CoupaSKO

We partnered with the Institutional Limited Partners Association (ILPA) to develop the next generation of reporting templates for the private equity industry. These new templates, designed for enhanced transparency and comparability, include:  - Standardized performance reporting: IRR, TVPI, and more, with clear methodologies.  - Granular expense breakdowns: Improved visibility into GP fees and expenses.  - Streamlined data collection: Facilitating efficient reporting for both LPs and GPs.    Learn how to navigate these new standards and streamline your reporting processes in our article: https://lnkd.in/d8XddCS2      Contributing authors: Sean Sinclair, PMP, David Minto, Aadil Seshadri, James Carbia, CPA, Isaac Abreu    #CrossCountryConsulting #ABetterExperience #BusinessTransformation #AssetManagement #ILPA 

Happy Lunar New Year! As we welcome the Year of the Snake, we celebrate the traditions and cultural heritage that unite us. This year symbolizes growth, adaptability, and renewal—a time for strategic thinking, personal development, and embracing change with confidence.     Our NAPA (Network of Asian Professionals and Allies) Community Resource Group came together to honor this special occasion, sharing personal stories, cherished traditions, and reflections on what Lunar New Year means to them. Watch the video to hear their insights and join us in celebrating a year of prosperity, joy, and new beginnings!      Learn more about how we celebrate Inclusion and Belonging at CrossCountry: https://lnkd.in/ekaZeBFb      #CrossCountryConsulting #ABetterExperience #LunarNewYear #InclusionAndBelonging 

You’re months or even years past your original go-live date and there’s still no end in sight for your system implementation. Sound familiar?    Do you keep delaying indefinitely or commit to seeing the project through as efficiently as possible?    An implementation advisor like CrossCountry Consulting can help strategically avoid these pitfalls from the start while navigating obstacles as they arise to keep your implementation moving forward at all times. Learn from our systems transformation experts on how to generate the best outcome when you’re at an implementation crossroads: https://ow.ly/PzBT50UOEXw   Contributing authors: Keith St. Germain (He/ Him), Brent Darsch, PMP   #CrossCountryConsulting #ABetterExperience

In today’s complex economy, risks are deeply interconnected and constantly evolving. Integrated Risk Management (IRM) provides a unified framework to address enterprise-wide, financial, operational, compliance, and strategic risks seamlessly.    At CrossCountry Consulting, we specialize in helping organizations adopt IRM strategies that enable proactive and resilient risk management across all operations.    Explore how IRM can enhance your approach to managing risk: https://lnkd.in/ew5n5-vC     #CrossCountryConsulting #ABetterExperience #IntegratedRiskManagement #IRM