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Deutsche Bank Agrees to Pay $130 Million to Resolve FCPA and Fraud Cases (Part I of II)

Deutsche Bank, the infamous German bank connected to President Trump, settled FCPA and fraud cases with the Justice Department and the SEC, and agreed to pay a total of $130 million....more

2020: What a Year! The Important Keys to Rebuilding a Positive Corporate Culture

Whew!  2020 is over and we can start the New Year with hope – a fresh approach to restoring life “as it was before.”  It is hard to imagine life before 2019 because no matter what – we have been changed forever....more

The Curious Absence of Corporate Monitors

In 2020, the Justice Department did not insist on the appointment of any independent compliance monitors.  The year before, in 2019, DOJ insisted on the appointment of three independent corporate monitors – MTS...more

2020: A Year of Ethical Challenges

If ever there was a year that challenged corporate leaders on their commitment to business ethics, 2020 was the year.  The number of difficult issues facing corporate leaders were challenging and ran the gamut – from health...more

Maintaining Perspective: Enterprise and Compliance Risk Management

It is always interesting to watch the flow of risk management trends, particularly as they impact ethics and compliance issues.  Financial companies have been the target of regulatory enforcement actions for risk management...more

Citigroup Fined $400 Million by Banking Regulators for Risk and Compliance Control Deficiencies

Banking regulators, the Office of Comptroller of the Currency and the Federal Reserve, recently collected a $400 million civil penalty against Citigroup for long-standing deficiencies in its enterprise risk management,...more

FinCEN Issues Human Trafficking Advisory (Part II of II)

Human traffickers, like all criminals, rely on the international financial system to facilitate their crimes and to disguise proceeds from their illegal activities.  Traffickers open bank accounts to deposit and launder...more

The IIA’s New Three Lines of Defense Model Misses The Mark

Corporate governance and compliance is not as hard as everyone tries to make it.  Much of management theory, risk management, and theories surrounding corporate operations is intuitive.  ...more

Ten Essential Steps to Take Now to Advance Corporate Board Governance (IV of IV)

Corporate board members face increasing risks.  Federal prosecutors are watching their behavior when corporate malfeasance occurs.  Regulators focus on the important issue of board governance.  Shareholders are ready to file...more

Challenges for Board Decision-Making (Part III of IV)

Corporate boards face serious challenges – business disruption from the pandemic and a slowing global economy.  Directors have to focus on these two issues for at least the next 12 months....more

Steele Announces New “Risk Intelligence Data” Platform

Last week, Steele Compliance Solutions announced the global rollout of its new “Risk Intelligence Data” platform. As a global leader in ethics and compliance data management technologies, Steele makes a patented addition to...more

DOJ’s Compliance Message: Implement Technology Solutions

DOJ’s revised Evaluation of Corporate Compliance Program Guidance (“DOJ Guidance”) is yet another reminder on how far compliance has evolved and the path forward.  Compliance programs have to incorporate real-time monitoring,...more

DOJ Revisions to Corporate Compliance Guidance: Training, Third-Party Risk Management, Mergers/Acquisitions and Data (Part II of...

DOJ is catching up to compliance officers and evolving best practices.  Say what you want, DOJ is behind the curve of the compliance industry.  But you have to give DOJ credit – they are moving quickly to update its Guidance....more

Beneficial Ownership: Identification and Mitigation (Part IV of IV)

We are finally reaching the end of the road on the beneficial ownership path.  In this last posting on the issue (for now), let’s start with a third-party population (third parties, vendors, suppliers) which have been...more

Practical Risk-Based Ranking Strategies to Beneficial Ownership Issues (Part III of IV)

At the outset, if you have a headache after reading my first two posts on the beneficial ownership issue, I apologize.  The issues twist and turn depending on whether the situation involves OFAC sanctions or corruption risks,...more

Unraveling Beneficial Ownership Risks (Part II of IV)

When discussing the importance of beneficial ownership with compliance professionals, there is often a disconnect between the theory and reality.  Everyone understands the legal and compliance risks and how they apply to...more

Addressing Beneficial Ownership Requirements in Your Compliance Program (Part I of IV)

We repeatedly hear about the importance of beneficial ownership, and the requirement that companies confirm beneficial ownership of its third-parties, vendors and suppliers.  At the same time, there is increasing pressure...more

DOJ and FBI Fight Back Against Pandemic Fraud

You can always count on cyber-criminals and fraudsters to come out of the woodwork when a national crisis occurs.  The COVID-19 pandemic has resulted in a multitude of criminal schemes....more

Health and Safety in the New COVID-19 Pandemic Era

Let’s face it – we have all suffered (and are continuing to suffer) through an extraordinary time.  I know this is just another profound grasp of the obvious but the world is slowly recovering but with lots of changes and the...more

The Fundamental Foundation – Board Oversight of Corporate Ethics and Compliance Programs

Under the U.S. Federal Sentencing Guidelines, in order to receive credit for having an effective compliance program, and thereby reduce the fines imposed on the organization, a Board of Directors must be “knowledgeable about...more

COVID-19: Crisis Management

Companies dedicate time and resources to enterprise risk management.  This is a much broader focus than legal and compliance risks – instead, enterprise risks identifies some of the major catastrophes  — e.g. one company had...more

Addressing the Coronavirus Crisis and Corporate Response

In this global pandemic crisis, every company is being tested.  No matter how much time was put into emergency planning it is difficult to imagine that anyone could have foreseen the scope and nature of the current crisis....more

Admit It – Your Compliance Program is Not Really “Effective”

Chief compliance officers are heroes.  They labor every day to advance a company’s ethics and compliance program without much recognition, with few resources, and with well-known gaps in their programs....more

Rebalancing Third-Party Risk Strategies

As companies move forward on third-party risk management programs, and as automated third-party risk solutions are being implemented, compliance professionals have to re-examine and re-balance the allocation of resources and...more

Keeping Your Eye on the Risk Ball

Compliance officers face almost an infinite number of risks – not to be trite, but CCOs can drive themselves crazy identifying every plausible legal and compliance risk a company faces.  I am exaggerating a little bit to make...more

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