Thu.Apr 28, 2022

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Daily Digest – April 28. Getting to Know Daniel Estes of R3 Dynamics; Reg F Lawsuit Over Email Opt Out

Account Recovery

GETTING TO KNOW DANIEL ESTES OF R3 DYNAMICS If you needed proof that Daniel Estes will always go above and beyond, imagine doing 300 more burpees in a month than you were supposed to do and you’ll know all you need to about what he can accomplish when he puts his mind to something. But … The post Daily Digest – April 28. Getting to Know Daniel Estes of R3 Dynamics; Reg F Lawsuit Over Email Opt Out appeared first on AccountsRecovery.net.

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How to Avoid Zelle Scams, Plus What to Do If You Can’t

Nerd Wallet

Zelle is a peer-to-peer payment network used by more than 1,000 banking apps. Like other P2P services, Zelle makes it convenient to send money to friends and family using their email address or phone number. But as convenient as it can be for you, it’s also that convenient for scammers who want your money. Recently, Ruth Sarreal writes for NerdWallet.

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Getting to Know Daniel Estes of R3 Dynamics

Account Recovery

The “Getting to Know” series is sponsored by Applied Innovation. Applied Innovation is helping to shape the future of accounts receivable management. Product development is driven by customer feedback, agency profitability and compliance and includes platforms addressing client portal access, document management, payment negotiation, Regulation E focused electronic payment authorizations and TCPA communication authorization platforms. … The post Getting to Know Daniel Estes of

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CFPB Obtains Ban Against Debt Relief CEO Daniel Crenshaw

Consumer Finance

Today, the Consumer Financial Protection Bureau (CFPB) filed a proposed order to resolve its allegations that Performance SLC, a student loan debt relief business, and Performance Settlement, a general debt-settlement company, along with their owner and CEO, Daniel Crenshaw, engaged in wrongful fee-charging practices and deceptive telemarketing.

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Your Accounting Expertise Will Only Get You So Far: The New Way To Lead

Speaker: Victor C. Barnes, CPA, MBA

In the climb from contributor to leader, the rules quietly change. But if you’re aiming for the summit, the air gets thinner, and what got you here won’t be enough to get you to the top. 🗻 What made you successful early in your finance career—technical accuracy, sharp analysis, flawless execution—won’t be what carries you to the next level. The higher you go, the more your effectiveness depends on how you connect, adapt, and communicate.

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FCC Proposes Rule To Curb More Robocall Activity

Account Recovery

The Federal Communications Commission has unveiled new rules — that it will vote on next month — aimed at requiring all gateway providers comply with anti-spoofing and robocall rules or face having all traffic blocked by other networks. The Commission will vote on the proposed rule at its next meeting, currently scheduled for May 19. … The post FCC Proposes Rule To Curb More Robocall Activity appeared first on AccountsRecovery.net.

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State Appeals Court Partially Overturns Ruling Against Collection Law Firm

Account Recovery

A state Appeals Court in Washington has partially affirmed — and partially overturned — a lower court’s dismissal of a case against a creditor and collection law firm, ruling that the plaintiff pleaded sufficient facts to survive a motion to dismiss that the firm violated state law by not disclosing required information when filing a … The post State Appeals Court Partially Overturns Ruling Against Collection Law Firm appeared first on AccountsRecovery.net.

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You Can Tweak Your Tech Settings to Protect Your Privacy

Nerd Wallet

So much of our sensitive personal data is being tracked and sold that trying to protect our privacy can seem like a pointless exercise. We can disable the location tracking on phone apps only to find new apps stalking us the next time we check. We can turn off personalized advertising and still get bombarded. Liz Weston, CFP® writes for NerdWallet. Email: lweston@nerdwallet.com.

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Plaintiff Files Reg F Lawsuit, Alleging Opt Out in Email Not Conspicuous Enough

Account Recovery

A lawsuit has been filed in federal court in Georgia, alleging a collection agency violated the Fair Debt Collection Practices Act by violating Regulation F, and the Georgia Fair Business Practices Act by not making an opt-out statement conspicuous enough in an email message, even though the exhibit of the message in question clearly shows … The post Plaintiff Files Reg F Lawsuit, Alleging Opt Out in Email Not Conspicuous Enough appeared first on AccountsRecovery.net.

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What Is a Bond ETF?

Nerd Wallet

Financial advice can feel conflicting. Someone may have told you bonds are a good way to balance your financial portfolio and weather stock market volatility. Some headlines might have warned you away from bonds during periods of inflation. The truth is a bit more complicated. Bonds still offer consistent long-term returns and can be an. Alieza Durana writes for NerdWallet.

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The Hidden Science Behind Why Finance Teams Resist Change—And How to Fix It

Speaker: Kim Beynon, CPA, CGMA, PMP

The most overlooked, yet most critical, element of transformation is preparing people for change. Automation and AI aren't just technical upgrades, they’re cultural shifts which can challenge identities. That’s why change management isn’t a side project—it’s the foundation. In finance, where precision and process rule, navigating change can feel especially disruptive.

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Fiduciary Duties Waivable by Contract, Precluding Claims

PBWT

The U.S. Bankruptcy Court in Manhattan recently reminded us why Delaware choice-of-law provisions are so popular in limited partnership and other agreements. In an adversary proceeding, Judge David S. Jones held that proposed fiduciary claims were futile because of the relevant partnership agreement’s (the “Agreement”) exculpatory clause.

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Are Older Workers a Solution to the Labor Shortage?

Nerd Wallet

During the ongoing labor shortage, businesses are offering hiring incentives, increased compensation and flexible schedules to attract workers. They may also want to consider whether they’re taking full advantage of an often-marginalized, but willing and able, segment of the U.S. labor force — older workers. Older workers, classified as those age 40 and over by.

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Congress Tackles Incident Response for Critical Infrastructure

Troutman Sanders

On March 15, Congress passed the Cyber Incident Reporting for Critical Infrastructure Act (Act). Many outlets reporting on the Act focused on its 72-hour breach notification requirement. But such reports created uncertainty over the Act’s application and requirements, as well as the steps an organization should take in response to the Act. To help resolve this uncertainty, we’ve distilled the Act into four main parts: (1) to whom it applies; (2) what it requires; (3) what is left unresolved; and

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What to Do If There’s a Mistake on Your Business Taxes

Nerd Wallet

For small-business owners, preparing an income tax return is far from simple, which can increase the chances of making a mistake. Here are six steps that small-business pros say you can take to cope with that hair-on-fire feeling of discovering an error after you’ve filed — plus how to get things fixed quickly so you. Tina Orem writes for NerdWallet.

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Agent Tooling: Connecting AI to Your Tools, Systems & Data

Speaker: Alex Salazar, CEO & Co-Founder @ Arcade | Nate Barbettini, Founding Engineer @ Arcade | Tony Karrer, Founder & CTO @ Aggregage

There’s a lot of noise surrounding the ability of AI agents to connect to your tools, systems and data. But building an AI application into a reliable, secure workflow agent isn’t as simple as plugging in an API. As an engineering leader, it can be challenging to make sense of this evolving landscape, but agent tooling provides such high value that it’s critical we figure out how to move forward.

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Idaho’s Digital Asset Act Excludes Cryptocurrency From Securities Laws

Troutman Sanders

On March 31, Idaho Governor Brad Little signed HB 583, the Digital Asset Act. The bill amends Title 28 of the Idaho Code, which governs commercial transactions generally, to include a new chapter dedicated to regulation of digital assets. The bill goes into effect on July 1. Idaho’s bill is multifaceted: (1) It distinguishes digital securities and virtual currencies, the latter of which do not constitute securities under Idaho law; (2) It defines “control,” or custody of digital assets, to encom

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Are Electrical Issues Covered by a Home Warranty?

Nerd Wallet

While YouTube tutorials can help you out of a lot of home project jams, there are certain things you just can’t DIY. Most electrical issues, for instance, should be handled by a professional to ensure that they are resolved correctly and safely. This can be costly for homeowners. According to Angi, a platform that connects. Taylor Getler writes for NerdWallet.

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The Best Business Class Airlines

Nerd Wallet

Flying business class, especially internationally, is a great way to elevate your travel experience and start and end the trip with a bit of luxury. Business class seats are usually very expensive if you pay with cash, but there are plenty of opportunities to book them almost for free. You can redeem credit card points. Josh Garber writes for NerdWallet.

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Are Plane Tickets Refundable?

Nerd Wallet

Whether you’re heading to a sunny theme park or springing for a romantic Parisian getaway, booking your plane tickets takes time and planning. However, there is always an element of uncertainty when it comes to travel — and these days a variety of factors can disrupt even the best-planned vacations. In such cases, you may. Carissa Rawson writes for NerdWallet.

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Protect What Matters: Rethinking Finance Ops In A Digital World

Speaker: Cheryl J. Muldrew-McMurtry

Distributed finance teams are rewriting how the back-office runs, and attackers are taking notes. Disconnected workflows, process blind spots, and rising cyber threats are more than just growing pains—they’re liabilities. The challenge isn’t just going remote. It’s building resilient systems that protect accuracy, control, and speed across every transaction and touchpoint.

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Airline and Hotel Programs That Allow Status Extensions for Life Events

Nerd Wallet

Life happens. Whether it’s the birth of a new child or needing to care for a family member, sometimes you need to take a break from your normal travels to spend some time at home. Airlines and hotel programs understand that, and some are even willing to extend your elite status to let you pick. JT Genter writes for NerdWallet. Email: travel@nerdwallet.com.

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QuickBooks for Nonprofits: Costs, Pros and Cons, Alternatives

Nerd Wallet

QuickBooks for Nonprofits, a line of accounting software for small to midsize nonprofit organizations, features nonprofit editions of QuickBooks products with donation tracking, bookkeeping, invoicing and other accounting functions. In addition, QuickBooks offers discounted products for nonprofits through TechSoup for both nonprofit and other editions of the software, a great deal for organizations with a.

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