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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the expectations of your board and investors—are on you, there's no time to struggle with the limitations of your outdated ERP system.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How to move beyond outdated spreadsheets and legacy systems and embrace a modern, growth-ready technology infrastructure for finance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.
Roy Saunders of IFS Consultants is joined by Paul Hocking of Frank Hirth in the UK and Robert Kiggins of Culhane Meadows in the US to review the Limitation of Benefits provisions of US treaties and how they affect investment into business structures based in the US. Case studies will be prepared illustrating the criteria for qualification for reductions of the 30% US withholding taxes on dividends, interest and royalties.
In this installment of Collection Tips in 10 minutes we focus on the importance of good customer service. We detail tips for diffusing customer conflict as well. Please view the previous installments in this series for additional tips and tactics to make your office run better!
Join Experis for a complimentary, virtual panel webinar focused on the current information security talent climate and steps organizations can take to better protect themselves.
It is no longer a question of whether a security breach will happen, it’s a question of “when” and “how much”. In this engaging webinar, host and moderator Jill Harlamert, Vice President of Experis Project Solutions, will engage panelists in discussion on key topics related to protecting your organization in a talent-scarce market.
Our featured panelists:
Debra Banning, Vice President, Experis Information Security Practice
Christopher Davis, Ph.D., Interim Provost & Vice President, Western International University
Scott Frost, Chief Information Security Officer, Belk
Steven Jarboe, Senior Manager, Accenture Federal Systems
After this hour-long virtual panel discussion, you'll walk away with:
• The latest expert perspectives on information security talent today
• Short-term steps to better protect your organization
• Long-term solutions needed to address information security talent shortages
This event qualifies for 1 CPE credit. No advanced preparation or prerequisites are needed to attend this live session. This event applies to the Management Advisory Services field of study.
Experis is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
Should this course need to be cancelled or rescheduled by Experis, a 24-hour notice will be provided. For more information regarding administrative policies such as complaint and refund, contact Learning & Development at 414-319-3400.
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?
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 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?
Take the risk and confusion out of selecting new accounting software.
Intacct is the leading provider of cloud-based accounting software. Together with our partners we have helped thousands of companies through their software evaluation process and over the course of those evaluations have identified a set of best practices to help companies navigate through the difficult selection process.
Our experts Taylor Macdonald, Intacct and Stacy Schuettler, Partner, LBMC Technologies will show you how to:
Start the process by focusing on 4 key areas
Find the right provider by following 5 best practices
Avoid common mistakes and identify the best solution for your organization
Calculate the ROI you can expect from a new cloud financial management and accounting system
Taylor Macdonald and Stacy Schuettler have more than 30 years combined industry experience in the finance, operations and consulting experience in public and private companies.