Discover how CFOs are transforming business through enhanced Financial Planning & Analysis (FP&A), leveraging technology, AI, and collaboration to drive better decision-making and operational efficiency. Insights from the latest PwC Pulse Survey.

Elevate your mortgage origination Quality Assurance (QA) and Quality Control (QC) programs with expert insights from Clarendon Partners. Discover tailored solutions to enhance loan quality, streamline processes, and minimize repurchase risk in preparation for rising origination volumes.

Explore key AI governance considerations and regulations, including the EU AI Act and Colorado AI laws. Learn how to ensure compliance with risk management, transparency, data privacy, and bias mitigation

Learn about FinCEN's new rule expanding Anti-Money Laundering (AML) and Know Your Customer (KYC) requirements to non-financed real estate transactions and investment advisers. Discover key changes, compliance deadlines, and how to prepare your organization for these new regulations.

Explore how leaders can achieve successful change management by applying evidence-based methods from implementation science. Learn how to foster a culture of adoption, define clear objectives, and continuously evaluate progress to ensure maximum value from new systems and processes.

Discover how financial institutions can enhance risk management by optimizing the First Line of Defense (1LOD). Learn key strategies for collaboration, upskilling, and regulatory engagement, all essential for achieving operational excellence in today’s dynamic financial landscape.

Clarendon Partners is thrilled to announce our collaboration with MetroStrat, Evans Consulting, and Pontis Federal Solutions on a transformative project with the Department of the Navy.

This blog post outlines four adaptive strategies for mission-driven organizations to effectively manage financial challenges, including prioritizing unrestricted funding, leveraging Enterprise Performance Management (EPM) tools, ensuring accurate budgeting and reporting, and implementing robust procedures and succession planning to enhance financial health and maximize societal impact. Clarendon Partners offers tailored services to support organizations in building resilience, achieving growth, and ensuring profitability.

Our Risk Practice Leader, Hauke Schupp, shares key insights from a recent Stanton Chase fireside chat on "AI Readiness." In this detailed summary, Hauke covers crucial aspects such as AI strategy, governance, talent management, and data strategies.

The recent events within the financial markets with the 2nd and 3rd largest bank failures in US history have demonstrated the importance of strong, capable, and consistent Risk Management practices across the Financial Services sector at big banks as well as mid-size and emerging firms. While larger firms and big banks have invested in building Risk Management capabilities including Risk Analytics and Risk Intelligence mid-size, regional, and emerging firms may not have the capacity to compete for the right resources to build Risk Management as a strategic partner for the firm's Executive Team and Board of Directors.