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Accounting and Tax

  • Who should setup access in the ERP (Financial Application)?
    Who should setup access in the ERP (Financial Application)?
    Donald E. Hester; Robert DeRoeck; Ron Puccinelli Recorded: May 16 2019 63 mins
    As an IT auditor for local governments, one of the most often asked I get during audits is who should setup user access in the financial application. There is a debate of whether it should be IT or finance staff that create accounts and setup access. As with any professional my answer is it depends. It depends upon other controls that might be in place. What I like to do with clients is walk them through the needs and risks to help them design and understand the process they come up with. Let’s walk thought the logic and see what might be the best answer for your organization. Plus, we will answer a question from a listener on hacking Instagram accounts.

    Coverage
    NIST CSF, NIST SP 800-53, PCI DSS, COBIT, ISO 27001, COSO
    IT, Cloud
  • Pharma and Life Sciences Qualifications Webinar
    Pharma and Life Sciences Qualifications Webinar
    Carolyn Williams Recorded: May 15 2019 48 mins
    10.00 Carolyn Williams, IRM open and intro
    10.10 Sharon Lynn Bennett, PMP, IRMCert - benefits of qualifying, value to employers
    10.25 Gene Boyd, GradIRM, Corporate Internal Audit Manager, LEO Pharma
    10.40 Kate Boothroyd, module coach and examiner
    10.50 IRM Student Services – student journey, how to apply etc
    11.00 Q&A and close
  • Re:Call benefits explainer
    Re:Call benefits explainer
    Mark Elwood Recorded: May 8 2019 1 min
    A short video to explain the benefits Re:Call can bring to your organisation.
  • SkyStem: Perfecting the Close Checklist
    SkyStem: Perfecting the Close Checklist
    Nancy Wu, Sales and Customer Support, SkyStem Recorded: May 2 2019 55 mins
    [Live Recording] It's time to spruce up the close checklist! Join us in this webinar where we will revisit best practices as well as practical tips to help improve the financial close process. Whether you have a close checklist, a close calendar, or even if you are still forming a close process, these practices will surely help your period-end close.

    Please note: CPE credit not available for this playback
  • SkyStem: Overview of the SEC's Whistleblower Program
    SkyStem: Overview of the SEC's Whistleblower Program
    Nancy Wu, Sales and Customer Support, SkyStem Recorded: Apr 30 2019 57 mins
    [Live Recording] Join us for an overview of the SEC's Whistleblower Program. Learn about how the program is set up, the extent of damages awarded to date, and the resulting benefits the program has produced for our society at large.

    Please note: CPE credit not available for this playback
  • Protecting Your Business from eCommerce Fraud
    Protecting Your Business from eCommerce Fraud
    Emilie Grunzweig - Director of insights Recorded: Apr 30 2019 43 mins
    Originally presented to the members of the Federation of Credit, this webinar covers the background of eCommerce fraud, its impact, and provides some tips for protecting your business.

    Find out how fraudsters attack - Get an overview of types of fraud and how to spot them
    Learn about the impact of fraud- See how much merchants lose annually to attacks
    Protect your business - Use our actionable tips for preventing fraud attacks
  • How to have it all - Mobility, Productivity and Employee Engagement
    How to have it all - Mobility, Productivity and Employee Engagement
    Mark Elwood, Director Marketing Recorded: Apr 30 2019 27 mins
    Research indicates employees that work remotely are more likely to feel anxious, isolated and have higher levels of technology related frustration than office-based staff. So, finding ways of connecting people, so they can be as productive, engaged and satisfied is key.

    Find out how TeleWare helped a tier 1 bank improve their mobile communications as part of their digital transformation programme.

    Join Mark Elwood, Director Marketing as he discusses:

    • How digital transformation projects are creating more productive, remote employees
    • How Re: Call is helping businesses take a new approach to mobile communications
    • What you can do to create connected, collaborative and productive employees
  • Trailblazing Women Changing the Face of Cannabis: Community & Events
    Trailblazing Women Changing the Face of Cannabis: Community & Events
    Denise Biderman: Mary's List, Solonje Burnett: Humble Bloom, Sasha Perelman: Revolver Productions, Ashley Kingsley: Ellementa Recorded: Apr 24 2019 55 mins
    Wondering how to get into the cannabis industry? Join Mary's List along with Solonje Burnett, Sasha Perelman & Ashley Kingsley as they discuss community & the importance of creating events of impact.

    Solonje Burnett is a cannavist & Co-Founder of Humble Bloom. As a culture consultant, she creates innovative workplace conferences, designs & implements D&I plans & forges agency partnerships. Her clients include Databricks, Working Mother Media, BetterCloud, & Koya Leadership Partners. Solonje produces events & festivals for conscious companies, hosts nightlife parties & programs music at membership clubs. She has worked with Afropunk, Summit Series, Le Bain at the Standard Hotel, Transgender Legal Defense & Education Fund & Soho House, among others.

    Sasha Perelman is the CEO of Revolver Productions. With 17+ years of global brand event curation, her portfolio includes Yves Saint Laurent, Giorgio Armani, 23&Me, & Lenscrafters. Sasha’s event 'Immersion' was featured in Rolling Stone as the “Best Pot Party in California.” In 2017, Revolver worked with the Grammy Award Winning Artist & Activist Common’s Non-Profit, Imagine Justice, for the Hope & Redemption Tour - a 30,000 person concert in Sacramento, & two prison shows raising awareness around mass incarceration. In 2018, Revolver Productions, partnered with MARY Magazine to launched Mary Talks - discussions around cannabis as a wellness & lifestyle tool.

    Ashley Kingsley is the Co-Founder of Ellementa. She is a strategic, multidisciplinary marketing executive who partners with CEOs & entrepreneurs - multi-million dollar brands and start-ups alike - to grow companies, brands, & profits. Noted as 'Top 50 People to Watch in Social Media' by Arrea Agency in 2017, she built & launched Daily Deals for Moms that expanded into 27 markets before it sold. She has been featured in the Wall Street Journal, Fox, CNN, CNBC, MSNBC, Mashable for Daily Deals for Mom, HERB, Techcrunch, Women's Day Magazine, Westword, & Fox31.
  • Trailblazing Women Changing the Face of Cannabis: PR, Advertising & Media
    Trailblazing Women Changing the Face of Cannabis: PR, Advertising & Media
    Denise Biderman (Mary's List), Mary Pryor (Cannaclusive), Cynthia Salarizadeh (AxisWire) Recorded: Apr 24 2019 44 mins
    Wondering how to get into the cannabis industry? Join Mary's List along with Mary Pryor and Cynthia Salarizadeh as they discuss the world of cannabis marketing, their own career transitions, and the future of cannabis advertising and media.

    Mary Pryor is the Co-Founder and CEO of Cannaclusive. She is a passionate and vocal media expert currently based in Los Angeles and New York. Raised in Detroit, Michigan, Mary received exposure to automotive design, electrical engineering, music, digital arts and marketing at an early age. Today, Mary is a powerful and accomplished Digital and Marketing Specialist who has worked for major brands such as Sony Music Group, Viacom, Attention PR, City Parks Foundation, Mirrorball, Uptown Magazine, Black Enterprise, CBS News, Ebony Magazine, The Rolling Stones, VaynerMedia, Mindshare, McGarryBowen, McCann, SheKnows, and MusicWorld.

    Cynthia Salarizadeh is the Founder of AxisWire, as well as the Founder of House of Saka, which houses the world’s first cannabis infused still and sparkling rosé out of Napa Valley. In addition, Cynthia is the Co-founder of Green Market Media, most recognized for its cannabis finance news publication, Green Market Report, as well as Co-founder of Industry Power Women. As an entrepreneur, Cynthia has either founded or co-founded multiple companies that have successfully exited through acquisition within the cannabis industry. In 2018, Cynthia was nominated as Entrepreneur of the Year and CEO of the Year by Cashinbis; she was named by High Times as one of the 100 Women in High Places, and she was featured by Dope Magazine as one of the “Outstanding Women in Cannabis."
  • Trailblazing Women Changing the Face of Cannabis: Start-ups & Entrepreneurship
    Trailblazing Women Changing the Face of Cannabis: Start-ups & Entrepreneurship
    Denise Biderman (Mary's List), Lisa Snyder (Tokeativity), Adelia Carrillo (Direct Cannabis Network) Recorded: Apr 24 2019 50 mins
    Wondering how to get into the cannabis industry? Join Mary's List along with Adelia Carrillo and Lisa Snyder as they discuss start-up life, career transitions and being entrepreneurs.

    Adelia Carrillo - Founder & CEO of Direct Cannabis Network. DCN is the leading digital B2B news network covering the latest tech, entrepreneurs and innovative companies in the cannabis industry. With her roots in the corporate and consumer electronics industry, her passion for technology, startups and innovation has been a key strength in her transition into the cannabis space. Becoming a voice for the upcoming startups, uniting the cannabis business community, Adelia is building an inspiring yet prominent voice in the world on the topic of cannabis entrepreneurship.

    Lisa Snyder - Founder & CEO of Tokeativity, The Global Cannabis Community for Women. Lisa is a cannabis and women’s rights activist, a web developer and online strategist. She has designed and launched over three hundred websites and digital campaigns, including ecommerce & membership platforms, and has extensive background in Google SEO leading back to 2004. Her work has been recognized in Forbes, Rolling Stone, The Guardian, MJ Lifestyle, Travel Portland, CannabisTours.com, Dope Magazine, Civilized, Willamette Week and Time Out New York among others.
  • Fighting ATO Attacks: Protect Your Brand and Customers
    Fighting ATO Attacks: Protect Your Brand and Customers
    Alon Shem Tov - VP Product, Ephy Rinsky - Head of Content Recorded: Apr 23 2019 38 mins
    The webinar explains how to balance customer verification measures with defending against attacks that can compromise customer data.

    Watch this session for tips on seeing through common account takeover (ATO) tricks to improve fraud detection efficiency.
  • 5 Revenue Killers for eCommerce Merchants
    5 Revenue Killers for eCommerce Merchants
    Yarden Altshul, Ephy Rinsky Recorded: Apr 16 2019 24 mins
    Ecommerce merchants spend significant time and money trying to optimize sales and the omnichannel shopping experience, only to harm revenue with conversion mistakes. This is especially the case in larger companies, as multiple stakeholders in separate departments often measure success differently. In this 30-minute webinar, held by Practical eCommerce & sponsored by Riskified, you will learn to:
    * Appreciate the impact of false declines - What's the true cost of rejecting good customers from
    fear of fraud?
    * Stop turning away legitimate customers - Simple, actionable steps for merchants to approve
    more good orders
    * Optimize your automation measures - Learn which data to use in automated management
    systems to boost accuracy.
  • Ask the Experts – Challenges & Opportunities with Mobile Workforces & UC
    Ask the Experts – Challenges & Opportunities with Mobile Workforces & UC
    Mark Elwood - Marketing Director, TeleWare Recorded: Mar 26 2019 30 mins
    Mobile working is happening in increasing numbers of businesses. The prize is enormous for businesses who get mobile working right in terms of productivity improvements and happier employees. However recent research carried out on behalf of TeleWare highlight several challenges employers and employees face with increasingly mobile workforces.

    So, why aren’t more businesses and employees getting more benefits out of mobile working?

    Join our panel discussion to find out more about these insights and toget all your questions answered live on how to overcome these challenges.

    Topics we plan to cover:
    • The top 3 challenges employees face when working remotely
    • Is GDPR holding you back unnecessarily?
    • Which types of applications, unified communications and collaboration tools are making an impact
    • Why cloud communication technology is crucial to mobility, productivity and connectivity

    As well as sharing exclusive content, there will be opportunities to ask our expert panellists about any burning issues around mobile working beforehand or during the webinar. So, if there is anything you would like to cover, please get in touch.

    Marketing Director, Mark Elwood will host the session and he will be joined by experts:

    • Steve Haworth – TeleWare CEO
    • Nigel Simpson – Sales Manager
  • Improving Decision Making and Expert Judgement
    Improving Decision Making and Expert Judgement
    Liz Taylor Recorded: Mar 25 2019 39 mins
    This webinar introduces some important techniques for making decisions under stress, on time, without bias, and in group environments.

    As an introduction to the one day seminar on Improving Decision Making and Expert Judgement on 4th April 2019, you will get a flavour of the course to help you understand the breadth and depth of the subject and techniques taught.
  • SkyStem: Seducing the Auditors with Internal Controls
    SkyStem: Seducing the Auditors with Internal Controls
    Nancy Wu, Sales and Customer Support, SkyStem Recorded: Mar 19 2019 57 mins
    With the auditors approaching (or maybe they just never left), the accounting team needs to put its best foot (and documentation) forward in order to avoid a long and drawn out affair with the auditors. Join us in this webinar, where we share the best ways to build and maintain your internal controls infrastructure to impress your auditors and make the year-end audit as quick and painless as can be.

    Please note: CPE credit not available for this playback.
  • Why Brexit will hurt productivity in Financial Services the most...
    Why Brexit will hurt productivity in Financial Services the most...
    Mark Elwood - Marketing Director, TeleWare Recorded: Mar 19 2019 44 mins
    ... and the technologies that will prevent it.

    Join this webinar to hear how technology is creating a mobility-enabled workforce to increase productivity in financial services and the lessons other sectors can learn.

    In the words of Nobel Laureate Paul Krugman ‘productivity isn't everything, but in the long run it is almost everything.’

    Creating a modern workforce that has access to the technology that will improve productivity is key to ending the productivity crisis. TeleWare, working with Financial Services clients are helping create a mobile-enabled workforce designed to improve productivity. These lessons can be adopted in many vertical sectors, particularly in a post-GDPR and Brexit world.

    Find out:
    • Why you should be focusing on increasing productivity in your business
    • How enabling your employees to use the latest technology with no cost to your business can improve employee satisfaction and create growth
    • Why mobility is the secret weapon in the fight against stagnant productivity growth
    • Which technologies you should be thinking about to create a mobility-enabled workforce

    Join us for this insightful webinar that explores the technologies firms are adopting to help increase productivity and to beat their competition.
  • Why is PCI compliance like the Death Star?
    Why is PCI compliance like the Death Star?
    Donald E Hester & Robert DeRoeck Recorded: Mar 18 2019 61 mins
    If you think you are PCI compliant you’re probably not. A single thermal vent allowed the rebel to destroy the death star. What seemingly insignificant hole do we have that will lead to a payment card data breach? Can we plug every small hole? Why is PCI compliance so difficult for local governments and small to medium sized businesses? Lessons from the Jedi can help us understand PCI compliance. Join this session to here from an auditor what are some of the pitfalls and what can be done to achieve and maintain PCI compliance.

    Coverage
    PCI DSS, COBIT, COSO
    IT, Cloud
  • Ingenious Real Estate Growth Service
    Ingenious Real Estate Growth Service
    Gabrielle Beaumont Recorded: Mar 14 2019 37 mins
    Watch Gabrielle Beaumont, Senior Investment Director, introduce the key features and benefits of our Real Estate Growth Service:
  • Infrastructure Ventures EIS Service
    Infrastructure Ventures EIS Service
    Guy Ranawake Recorded: Mar 14 2019 22 mins
    Watch Guy Ranawake, Investment Director discuss our current Infrastructure EIS Service
  • SkyStem: Back to Basics with Reconciliations, SkyStem
    SkyStem: Back to Basics with Reconciliations, SkyStem
    Nancy Wu, Sales and Customer Support, SkyStem Recorded: Mar 12 2019 59 mins
    [Live Recording] It's time to show some love for the workhorse of the financial close process -- balance sheet account reconciliations! Join us in this webinar, where we share best practices on how to think about the reconciliation work each month, when best to do reconciliations, how they should be prepared, and some common pitfalls to avoid.

    Please note: CPE credit not available for this playback.
  • Ask the Experts – Challenges & Opportunities with Mobile Workforces & UC
    Ask the Experts – Challenges & Opportunities with Mobile Workforces & UC
    Mark Elwood - Marketing Director, TeleWare Recorded: Feb 27 2019 31 mins
    Mobile working is happening in increasing numbers of businesses. The prize is enormous for businesses who get mobile working right in terms of productivity improvements and happier employees. However recent research carried out on behalf of TeleWare highlight several challenges employers and employees face with increasingly mobile workforces.

    So, why aren’t more businesses and employees getting more benefits out of mobile working?

    Join our panel discussion to find out more about these insights and toget all your questions answered live on how to overcome these challenges.

    Topics we plan to cover:
    • The top 3 challenges employees face when working remotely
    • Is GDPR holding you back unnecessarily?
    • Which types of applications, unified communications and collaboration tools are making an impact
    • Why cloud communication technology is crucial to mobility, productivity and connectivity

    As well as sharing exclusive content, there will be opportunities to ask our expert panellists about any burning issues around mobile working beforehand or during the webinar. So, if there is anything you would like to cover, please get in touch.

    Marketing Director, Mark Elwood will host the session and he will be joined by experts:

    • Steve Haworth – TeleWare CEO
    • Nigel Simpson – Sales Manager
  • Quantitative Risk Management
    Quantitative Risk Management
    Prof Dr Johnathan Mun Recorded: Feb 26 2019 79 mins
    The CQRM (Certified in Quantitative Risk Management) has become the fastest-growing professional qualification in quantitative risk management and quantitative methods applicable to all industries. It is an international certification awarded by the International Institute of Professional Education and Research (IIPER). This webinar will showcase how individuals can maximize and update their skills, knowledge, and experience in quantitative methods and risk management, ensuring clear paths to success within their current roles as well as fast tracking to future careers.

    Presenter:

    Prof. Dr. Mun is the IIPER-CQRM Program Director, coordinating worldwide executive programs, professional accreditations, and education standards in quantitative methods and risk management, and is also responsible for ensuring high-quality teaching and continuing education among the IIPER Certified Trainers.
  • Balancing the Risks of  Today with an Eye on the Risks of Tomorrow
    Balancing the Risks of Today with an Eye on the Risks of Tomorrow
    Alec Arons, National Practice Leader Advisory Services, Experis Finance Recorded: Feb 19 2019 61 mins
    Experis Finance is pleased to continue our Hot Topics webinar series in 2019. Our goal is to provide you with a series of webinars that provide practical insights on topics of interest to internal audit, information security, and compliance professionals.

    Our upcoming session covers Balancing the Risks of Today with an Eye on the Risks for Tomorrow.

    For the internal audit function to add value when assessing and evaluating risks it is important to look at the risks that matter most today with an eye on the risks that will matter tomorrow. All functions are expected to provide assurance relative to compliance, cyber and financial reporting risks. A forward-thinking department needs to have a deeper understanding of organizational strategy, technology trends, and disruptive business trends that will impact risk in the future. Corporate audit has the data and knowledge of the business to evaluate organization maturity and agility to take on new initiatives and the related risks.

    •Defining the balance between high-focus areas - cyber, compliance, and financial reporting - against disruptive trends and technology
    •Assessing organizational readiness for disruption and emerging trends
    •Managing expectations of the board and audit committee
  • World Tax and World TP 2020 - Your questions answered
    World Tax and World TP 2020 - Your questions answered
    Jon Moore, Editor World Tax and World Transfer Pricing Recorded: Feb 14 2019 62 mins
    Join editor Jon Moore for this exclusive webinar to learn more about the research process for World Tax and World Transfer Pricing 2020.

    What to expect:

    1. Preview of the 2020 questionnaire.
    2. Research guidelines / timelines for surveys and interviews.
    3. How firms are selected / ranked.
    4. Best practice for completing submissions and client lists.
    6. Q&A
  • Fraudulent Wire Transfers in the Accounting Industry (1 CPE)
    Fraudulent Wire Transfers in the Accounting Industry (1 CPE)
    Ginger Johnson & Michael J Weber Recorded: Feb 13 2019 59 mins
    Fraudulent wire transfers scams continue to plaque accounting firms nationwide. The FBI reports that fraudulent wire transfers have doubled since 2016. The new wave of scam e-mails have grown in their sophistication and appearance and no longer resemble clumsy “Nigeria” e-mails.
    Hear directly from the insurance company and lawyers on steps to prevent these fraudulent wire transfer scams and how to deal with a claim if this happens to your firm.

    Presented by Ginger Johnson & Michael J Weber - Michael J Weber Partner at Dinsmore. He focuses his practice on fidelity and surety bond claims/litigation, complex litigation, commercial law, transactional matters, general business matters/litigation and construction law. & Ginger Johnson is Specialty Claim Consultant at The Hanover Insurance Company working with Crime, Fidelity and first party Cybercrime claims up to $10M in the Management Liability Unit.
  • RPA – Project Governance and Internal Control Considerations for Internal Audit
    RPA – Project Governance and Internal Control Considerations for Internal Audit
    Jeff Butler, Director | Stephen Head, Director | Jay Smith, Director | Ed Williams, Director | Facilitator: Alec Arons, VP May 22 2019 4:00 pm UTC 60 mins
    Experis Finance is pleased to announce the next session in our Hot Topics Series for Chief Audit Executives and their teams. This series of webinars provide practical insights on topics of interest to internal audit professionals. This panel discussion will cover Robotics Process Automation (RPA) and the key considerations for Internal Audit.

    RPA, robotics, robots, bots … as Internal Auditors you have undoubtedly been hearing this terminology tossed around more and more recently. What exactly is it; why should Internal Audit care; and what can we do to help our organizations embrace, adopt, control, and realize the benefits of this technology?

    The webinar will provide participants with the following learning objectives:

    • Discuss RPA in practical terms as companies begin to assess, plan and implement
    • Learn where RPA is providing the most benefit and return for organizations
    • Recognize the importance of effective Project Governance for RPA projects and what risks organizations should be thinking about
    • Highlight the role of internal audit in assessing the overall RPA plan and the downstream impacts on business processes and internal controls
    • Understand lessons learned and leading practices from successful RPA initiatives
  • SkyStem: Spooky Tales from the SEC
    SkyStem: Spooky Tales from the SEC
    Nancy Wu, Sales and Customer Support, SkyStem May 23 2019 6:00 pm UTC 56 mins
    [Live Recording] Join us in this webinar, where we arm ourselves with knowledge that can help our organization deter and detect organizational fraud. Learn the most common fraud practices, the best fraud detection and prevention activities, as well as recent SEC fraud cases.

    Please note: CPE credit not available for this playback
  • SkyStem: From Caterpillar to Butterfly
    SkyStem: From Caterpillar to Butterfly
    Nancy Wu, Sales and Customer Support, SkyStem May 28 2019 6:00 pm UTC 58 mins
    [Live Recording] Metamorphosis describes the process of transformation from a child form to a mature form in two or more distinct stages. Within your organization, some of the key finance processes have worked the same way for decades, and could probably benefit from a transformation of sorts. Join us in this webinar where we explore common technologies that can be easy incorporated into your current processes to modernize the traditional workplace. We'll cover everything from time and expense reporting, to accounts payable, to budgeting as well as financial close automation.

    Please note: CPE credit not available for this playback
  • [Panel] Navigating California’s Regulations: What's Wrong and How Do We Fix It?
    [Panel] Navigating California’s Regulations: What's Wrong and How Do We Fix It?
    Jennifer Gumer, CGL LLP, Hilary Bricken, Harris Bricken, and Industry Experts Jun 4 2019 5:00 pm UTC 60 mins
    California’s entry into the cannabis market has been less than smooth. Understanding the regulations and upcoming deadlines is important to make sure you pass inspections and receive your license, especially as provisional licenses expire before you receive your annual license. Join live to have your questions answered by a panel of experts what you need to know to stay ahead.
  • [Panel] State of Federal Deregulation: Where Is It?
    [Panel] State of Federal Deregulation: Where Is It?
    Cannabis Industry Experts and US Congressmen Jun 5 2019 4:00 pm UTC 60 mins
    With the SAFE Banking Act passing committee and the STATES Act gaining momentum in the House, momentum is building for Congress to act on cannabis legislation. Find out where each legislation is at and speculation on future obstacles.