The accounting and tax community on BrightTALK features relevant content around tools and strategies for tax planning, internal controls, auditing and more. Join the conversation by engaging with accounting and tax thought leaders and accountants and asking questions during live webinars and round table discussions on tax and auditing topics.
CEB's Ian Beale presents a 60 minute webinar on 'Risk in the Boardroom' with guest speakers: Carolyn Saint, CAE, University of Virginia and Louis Cooper, IRM approved trainer and Chief Executive of the Non-Executive Directors' Association
The Foreign Corrupt Practice Act (FCPA) is here to stay. So, too, is the expanding landscape of anti-corruption regulations, enforcement and media scrutiny around the world. Today, more than ever, companies operating domestically and internationally should understand their corruption risks and have effective programs in place to mitigate those risks. This webinar goes beyond an overview of the FCPA to a practice discussion of what your organization can do to help provide senior leadership, the Board, investors, customers and other stakeholders assurance your company is operating ethically and corruption-free across the globe.
After attending this webinar, you will be able to:
•Describe the ever changing landscape of anti-corruption legislation and enforcement around the globe
•Help your organization assess the design and effectiveness of your existing FCPA and global anti-corruption programs against regulatory requirements and leading compliance practices
•Develop a comprehensive global anti-corruption risk assessment model tailored and scaled to fit your organization
•Learn of various tools and resources available to assist in your global anti-corruption compliance efforts
•Understand the specific and unique risk landscape of doing business in China
Fully integrated with Salesforce, DocuSign helps users close more deals, faster. Your customers can sign contracts within minutes from anywhere, anytime and on any device. Sending a contract for electronic signature from Salesforce is simple: just click “Send with DocuSign” from any object. You can even generate and send contracts synced with data from Salesforce. When you automate time-consuming manual workflows, you eliminate rekeying of data and increase your productivity.
Join DocuSign and Outbrain, the global leader in content marketing, for a compelling webinar presentation and discussion.
This webinar will feature guest speaker Harel Shaked, Technical Project Manager at Outbrain. He will review how Outbrain:
- Improved sales productivity “with the click of a button” to send and sign contracts and agreements
- Began closing deals within minutes from the time an order is sent
- Lowered contract processing time by several hours
Register now to learn how Outbrain utilized DocuSign to improve the efficiency and effectiveness of their sales operations.
The need to securely share your files quickly and easily while knowing what's going on with your business is extremely important. DocuSign's integration with Box allows you to select documents from Box you want to sign or send for signature and prepare it in just a few clicks. Completed documents automatically save back to Box and can be accessed from anywhere, on any device.
Join this webinar to learn:
- How to securely share files quickly
- How to be more productive regardless of what device or application you're using.
- How Salesforce automatically creates a workflow process with Box and DocuSign
See how the DocuSign and Box integration can help you improve contract processes, keep all documents digital and help you get business done in 2016.
The most savvy and successful CFOs are business partners with their CEO, providing valuable business insights and strategic recommendations that define the direction of their companies.
They deliver value by answering business critical questions from the CEO and Board before they're asked. How do they do it?
During this on-demand webinar, a panel of CFOs will discuss how they utilize a modern financial management solution to proactively answer the top 5 questions from their CEOs, including:
How should we be measuring our business?
Where would we invest the next incremental dollar?
What are the current dynamics of our sales funnel?
In the ever-changing role of the CFO, one thing will never change—the need to lead and manage an effective finance team.
Successful CFOs collaborate closely with their controllers in defining strategies to impact key areas including operational efficiency, enterprise-wide data visibility, leadership acumen, and internal controls.
During this on-demand webinar, we will discuss the 5 essential questions CFOs should be asking their controllers and finance teams to establish best practices around:
Visibility and reporting
The pace and complexity of business is fierce and unrelenting, and the increasing demands for speed, compliance, and insight leave many CFOs searching for new answers.
Too often, finance is behind the curve when it comes to technology, automation, and analysis. Sooner than expected, they're facing the need to replace an outdated on-premises finance infrastructure with a contemporary cloud-based solution—because standing pat is no longer an option.
Join Intacct and Bruce Guptill, senior vice president of Saugatuck Technology, to learn more about the three high risk areas for CFOs:
Effectiveness—Outdated systems hold you back. Finance needs the right technology to keep up with rapid business change.
Adaptability—Finance teams must pivot quickly as opportunities and threats threaten to overturn business strategies.
Responsiveness—How can Finance answer the call to play a more strategic role and add value?
Join Experis Finance for a complimentary, virtual panel webinar focused on whether or not your AML models for transaction monitoring perform according to regulatory expectations.
Regulatory guidance requires independent validation of models used for risk management purposes, including AML systems. Greater emphasis is being placed on institutions to identify suspicious activity and ensure that the models used are effective. This panel, which includes both community bank and large bank perspectives, will discuss the independent validation of transaction monitoring systems, examples of typical validation findings, and the development of an action plan to address the results of a validation.
After attending this webinar,
•You will begin to understand the necessary components of Data Management as it relates to the set-up of Transaction Monitoring Systems
•You will understand the current rules-based systems, the newer behavioral-based systems, and how they work
•You will understand the basics of how to select a new transaction monitoring system
•You will understand the next generation of Cyber Threats and how they differ from traditional attacks
- Robert Colatarci, Senior Manager, Financial Institution Services, Experis Finance
- Peter D. Wild, Internal Audit Partner, Wild AML Services
- Rebecca Schauer Robertson, Sr. Vice President - Director of AML Compliance, South State Bank
- Shannon Cox, Sr. Vice President - Enterprise BSA Officer, First National Bank of Santa Fe
Everyone is turning to you for answers… So, where do you turn for the technology to give you those answers?
As the CFO, you're the go-to source for accurate information about company performance—no excuses, no delays. When the eyes of the organization—and the expectations of your board and investors—are on you, there's no time to struggle with the limitations of your outdated ERP system.
When the stakes are high—when relevance and timeliness are mandatory—you need modern technology to transform visibility into the meaningful insights that create efficiency and shape your organization's future. View the next installment of our Tech-Savvy CFO webinar series: "From Visibility to Insight."
Here are the topics and takeaways we'll cover:
How to move beyond outdated spreadsheets and legacy systems and embrace a modern, growth-ready technology infrastructure for finance
Preventing fragmented information through smart controls for data capture and use
The pros and cons of ERP, performance management, and business intelligence
How a tech-savvy CFO uses information to move from reporting to visibility to insight
It's simple: visibility leads to insight. And insight leads to faster business. View our free on-webinar and start seeing your business in a whole new light.
Are you about to hit the gap?
Sooner or later, it happens. The manual data entry, tangled spreadsheets, and basic finance tools that served you well at first? Now they leave you trapped in a vicious cycle of longer closes, data inconsistencies, and slower decisions. You've reached the automation gap.
And as your business looks to keep growing, the challenges mount: revenue recognition complexity, time and expense management, subscription billing, managing multiple entities and currencies—that's when your choice becomes starkly clear: stagnation or automation?
Register now for the next installment of our Tech-Savvy CFO webinar series: "Closing the Automation Gap in Finance".
Learn the right way to build a resilient infrastructure to automate finance—to build the "guardrails" that keep things on track, even as your business keeps evolving. We'll explain:
The warning signs that you're hitting the automation gap
How automation can fuel business growth without adding headcount
How to take back control of your finance processes to set the stage for your next level of growth
Automation doesn’t mean "cruise control"—but it does mean you can accelerate the pace of your business and avoid the dangers of stagnation.
DocuSign helps sales organizations close deals faster — anywhere in the world. DocuSign offers greater visibility into a deal’s status, the ability to collect information so you don’t need to rekey data, and the ability to send out reminders so you can spend more time selling and less time tracking down signatures.
In this on-demand webinar, DocuSign customers will share their best practices for shortening the sales cycle and increasing the productivity of their teams by integrating DocuSign into the sales workflow.
Brian Driver, Salesforce
Elizabeth Guerra, LinkedIn
Watch this on-demand webinar from Ardent Partners, DocuSign, and Safeway for a compelling webinar presentation and discussion. The focus is on the strategies and tools that modern CPOs and their procurement teams can adopt in the pursuit to become more agile, collaborative, and innovative throughout their supplier contract lifecycle.
Watch this on-demand webinar to hear from Claire Jacobs, Program Manager at Telus, and Chris Peacock, VP of Marketing and Alliances at Traction on Demand, on how they leverage DocuSign and Salesforce to simplify internal processes and provide better services to their network of customers across the country.
Watch this on-demand webinar to hear from Funding Circle, the world's leading marketplace for business loans, on how they adopted a fully digital, end-to-end loan asset management process using solutions from DocuSign + eOriginal. You will learn the importance of having authoritative copies to ensure loan ownership and the post-signature benefits that digital asset management provides.
Watch this on-demand webinar to hear from Robert Albert, Collaboration Lead at AstraZeneca, and Ellen Reilly, VP of Life Sciences at DocuSign, on the digital future of pharmaceuticals and the best practices for investing and adopting eSignature solutions to reduce development cycle time and generate higher productivity.
Watch this on-demand webinar to hear from Nancy Nardin, the founder at Smart Selling Tools, and Joe Weisser, Account Executive at DocuSign, on how sales organizations are shortening their sales cycles and increasing ROI by reducing paper waste and going completely digital.
Leading pharmaceutical manufacturers and clinical research organizations are investing in digital operations across the development and commercialization spectrum to improve efficiency, accuracy, and trust when bringing new products to market.
Watch this on-demand webinar to hear from digital trailblazers and adopt best practices to ensure that your organization is collaborating effectively and building a safe global trust network for digital success.
Topics covered include:
• Applications for digital transactions and signatures
• Identity management
• High impact regulated use cases
• Compliance with global and industry regulations
• Best practices for digital adoption
Watch this recorded session from Momentum 2016 to hear how two DocuSign customers implemented DocuSign for Salesforce in their organization. Topics covered include best practices for implementing DocuSign for Salesforce and tips for driving adoption and usage of DocuSign for Salesforce across all departments.
Watch this recorded session from Momentum 2016 to learn from top industry leaders on how you can transform your organization and bring your agency into the digital age. Brad Norton from Transamerica, Jeff Shurtleff from Northwestern Mutual, and Keri Petski from Northwestern Mutual will share their success stories on how they drove down costs and exposure while increasing conversation and retention rates with customers and clients.
Watch this recorded session from Momentum 2016 to hear from technology companies on how they integrated DocuSign into their core business processes and eliminated paper so that their teams can focus on higher value tasks. Whether you're a start up or the market leader, you'll benefit from seeing how DocuSign supports technology companies as their organizations scale and as their business models evolve.
These days it’s not unusual for headlines to highlight matters where professionals such as CPAs are accused of malfeasance in work performed for clients. But, still many CPAs carry liability coverage as a necessary “but I will never really need it” evil that they may carry more out of habit than real risk. You may even think it—meaning lawsuits or claims—can't happen to you. After all, accounting seems like a fairly predictable industry. While that may even be true, even the best practitioners can find themselves caught unaware. In fact, this view can be lethal to a practice. Savvy CPAs know that as the profession expands the services it provides in an effort to compete in a global economy, their exposure may also increase, or at least change. The types of risk simply evolve along the way, and so professionals should be prepared. From information security to new laws and policies, it's critical to stay on top of the trends. While predicting risk trends in an uncertain future is never easy, especially with respect to a profession with such diverse talents and services, this timely and informative webcast will discuss some of the trends giving rise to risk for today's accounting professional, and will also provide you with guidance and suggestions for reducing the likelihood of an engagement problem down the road.
This program, presented by Stephanie Perkins, a well-seasoned and experienced litigator and risk management advisory counsel to the profession], will help you face the challenge by offering practical risk-management suggestions, such as contract and engagement-letter drafting and guidance on formulating document-retention policies, and we provide consulting services on issues such as electronic documentation and expansion of scope of services. The program will also cover the risks associated with areas such as:
In an effort to expand our relationship with our family of TPA insureds, we have teamed up with NAPLIA and The Hanover Insurance Group to bring you an online ERISA bonding option for your plan sponsor clients, that's low cost and simple to use.
Why is Business Continuity Management (BCM) relevant to your organization? BCM is most relevant to organizations seeking to mitigate exposure to emerging global risk and trends. Learn the "value added" role of Internal Audit.
After attending this webinar, you will be able to:
•Understand the importance of Business Continuity Management to your organization
•Discover the emerging global risks and trends that could impact the viability of your organization
•Learn the "value added" role of Internal Audit as it relates to Business Continuity Management
The subject of auditing Corporate Culture is gaining a higher level of visibility among board and audit committee members in response to increased concern among regulators and investors. There is a clear "Expectation Gap" that exists between management, boards and third parties as it relates to management ownership of internal controls.
The topic goes well beyond the assessment of entity level controls and the discussion of Tone at the Top associated with review of regulatory compliance, ICFR and COSO 2013. The presenter will share his perspectives gained over a 30 year career on the topic of educating management as to its responsibilities regarding promoting an effective system of internal controls.
This webinar features Alec Arons, National Practice Leader, Risk Advisory Services. He will:
- Provide background and perspective on the underlying regulations and expectations
- Discuss lessons learned from the implementation of COSO 2013 and the 2015 PCAOB inspection process relating to the expectation gap
- Introduce the topic of soft controls and define indicators of good culture
- Introduce tools to perform an assessment of corporate culture
- Share practical recommendations to address performing an audit
- Review the role of the Audit Committee in evaluating corporate culture
Wilhelm Dingler has provided legal counsel to thousands of professionals over the past 30 years. During this webinar Attorney Dingler will discuss the Top Ten Trouble Spots for Accountants.
Objectivity and personal contact with an audit client.
Lack of an engagement letter.
Lack of clarity of the work to be performed.
Tax advice beyond area of expertise.
Fiduciary duty claims.
Lack of internal procedures for follow-up.
Advising more than one party to a transaction.
Lack of disclaimers in prepared financial statements.
Failure to keep current in ones education and training.
Regulators acknowledge the risks associated with vendor relationships and have demanded that business leaders monitor and take responsibility for the actions of their vendors through various laws and standards such as the Sarbanes-Oxley Act, the Gramm-Leach-Bliley Act, the FCPA, the Health Insurance Portability and Accountability Act, as well as the Payment Card Industry Data Security Standard (PCI DSS) requirements and CFPB guidance.
Consequently, vendor management is currently at the forefront of organizational risk management priorities and Internal Audit needs to address vendor management and third party risk in their audit planning and execution.
In this presentation, you will:
- Gain an understanding of the potential risks that may arise from the use of third party service providers
- Identify the basic elements of an effective third party risk management program
Stay ahead of the game and listen as Attorney Gary Kessler shares details of five cases that will surely make you think twice about some of the practices you have in place at your firm. You will leave this webinar with an understanding of the types of claims that happen to firms like yours.