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Accounting and Tax

  • Risk Management for Infrastructure
    Risk Management for Infrastructure Graham Nicol Recorded: Oct 23 2018 78 mins
    Join us on this webinar to listen to Graham Nicol present on why an effective and dynamic risk management framework is vital for the successful delivery of large projects, programmes or portfolios within an Infrastructure capital asset delivery environment. This webinar covers how to communicate the need and associated benefits of risk management to employees, delivery partners and stakeholders, how best to identify and assess risk (qualitatively and quantitatively), when to apply appropriate quantitative techniques, whilst challenging schedule integrity standards to support a QSRA. All of which should inform proactive decision making that aligns to projects/organisations risk culture.
  • The Implications of the 2018 UK Corporate Governance for Risk Managers
    The Implications of the 2018 UK Corporate Governance for Risk Managers Mark Butterworth Recorded: Oct 18 2018 51 mins
    Following significant revisions to the FRC’s UK Corporate Governance Code in 2018, Risk Managers should consider how they should respond to the key features of the new Code. In parallel with assessment of the implications of the updated FRC Guidance on Board Effectiveness, this webinar will review the headline features: managing risk culture, the role of the Board in governance and risk, the importance of stakeholders in risk assessment and why Risk Managers should focus on Board effectiveness evaluations. Setting risk management in the context of more demanding governance requirements will bring greater recognition, but is also more challenging.
  • OCTOBER 17! Taming the Demon Weed – Risk Management for Cannabis CPAs
    OCTOBER 17! Taming the Demon Weed – Risk Management for Cannabis CPAs Adam Fine Recorded: Oct 17 2018 61 mins
    A growing number of states are legalizing the medicinal and nonprescription use of marijuana. Nevertheless, the legalized status of cannabis at the state level conflicts with the federal Controlled Substance Act, causing significant legal risk, business uncertainty, and operational challenges for cannabis producers and distributors, as well as their accountants. This webinar will explore how CPAs serving cannabis industry clients can actively manage their business and legal risks through the use of client acceptance and retention criteria, engagement letters and related documentation, engagement planning, staffing and execution, and an understanding of applicable regulations.

    Presented by Adam Fine

    Adam D. Fine joined Vicente Sederberg LLC in 2013. As managing partner of the Massachusetts office, Adam represents the firm's growing base of Massachusetts adult use and medical marijuana clients, with a particular emphasis on licensing, corporate, and regulatory matters. Adam has chaired multiple CLE's relating to marijuana law and has testified before numerous municipal and regulatory bodies regarding marijuana policy and compliance. Adam also served as a consultant to Massachusetts Special Senate Committee on Marijuana and on was on the drafting committee for Question 4 which legalized marijuana in Massachusetts. Adam is frequently quoted in the Boston Globe and other local publications on the topic of marijuana legislation and policy and has emerged as a leading voice in the field being named in the 100 Most Influential People in Boston in the Boston Magazine. Before joining Vicente Sederberg, Adam spent a number of years as an associate attorney at a downtown Boston law firm where his practice focused on complex civil and criminal litigation.
  • Q&A Forum: Tax Experts Explain Supreme Court Decision on Nexus
    Q&A Forum: Tax Experts Explain Supreme Court Decision on Nexus Scott Peterson, VP of Tax Policy & Government Affairs; Rachel Le Mieux, CPA, CMI, SALT Partner at Peterson Sullivan LLP Recorded: Oct 16 2018 58 mins
    The Supreme Court ruled in favor of South Dakota, granting the state authority to impose sales tax obligations on out-of-state transactions. Remotes sellers will have a new set of obligations and challenges ahead of them, while states could potentially gain billions in revenue. But what does it mean for your business?

    We brought in two leading tax policy experts to break down the ruling and explain:
    •Whether remote sellers need to file and register in more states
    •How the ruling affects future laws across other states
    •How to determine whether you’re on the hook for sales tax based on where you conduct business
    •Q&A from audience

    About the speakers:

    Scott Peterson, Vice President of Tax Policy and Government Affairs

    Scott Peterson was the first executive director of the Streamlined Sales Tax Governing Board. For seven years Scott acted as the chief operating officer of an organization devoted to making sales tax simpler and more uniform for the benefit of business.

    Rachel Le Mieux, CPA, CMI, SALT Partner at Peterson Sullivan LLP

    Rachel has been practicing in state and local taxes (SALT) since 1985. She is a certified public accountant and a certified member of the institute (CMI) for professionals in state and local taxation. She consults with clients in a broad range of industries on state and local tax issues involving sales and use taxes, gross receipts taxes, income taxes, and other miscellaneous taxes.
  • ISM Webinar: Why is sales coaching such a misunderstood development tool?
    ISM Webinar: Why is sales coaching such a misunderstood development tool? ISM Champion - Mike Lever Recorded: Oct 16 2018 30 mins
    Key Takeaways:

    More than ever, sales teams are struggling with unqualified leads, missed sales goals, and lost opportunities.

    Increasingly, company and sales leaders are turning to coaching as a solution.

    And, why not? Executive and personal-effectiveness coaching have historically yielded great results.

    What we commonly see are sales managers and leaders who:

    -Don’t have time to coach
    -Aren’t sure what sales coaches are supposed to do
    -Don’t have access to the tools and resources that can help them get the most of coaching
    -Don’t establish a consistent rhythm of coaching conversations
    -Can’t lead a great coaching conversation

    Reasons to Attend:

    This webinar explores the clear link and transferable skills from selling to coaching.

    We will bust some of the myths about coaching and show how you can turn on your coachees (the person you are coaching) internal voice.

    We will share with you our experience of supporting new directors, managers, and supervisors taking a coaching approach by learning to ask not tell.
  • Risk and Resilience
    Risk and Resilience Grant Kennedy & Dr Aarti Anhal Recorded: Oct 11 2018 52 mins
    Resilience is achieved through a combination of the organisations agility, decision making and effective management of risk, that will ultimately protect and increase value of the organisation for its stakeholders.

    Risks do materialise. As such, building resilience to enable organisations to become more resilient, ensuring they can recover quickly and effectively from major operational disruption and strategic crisis events is vital.

    This unique webinar gives you the insights to understand why taking an integrated approach to resilience management allows you to add and protect value and absorb and adapt to change.
    The discussion will focus on how put into action the core elements to prevent, respond to, recover and learn from disruptions in your own organisation.
  • Build your career in risk: Insurance focus
    Build your career in risk: Insurance focus Carolyn Williams, Director of Corporate Relations Recorded: Oct 10 2018 50 mins
    This webinar focuses on informing professionals working within insurance on the benefits of getting qualified with the IRM.

    Topics include: IRM background, qualifications overview, distance learning, blended learning and benefits of studying including insights from our students in "The student experience and what I’ve gained"
  • 10 Sales Tax Rules to Live By
    10 Sales Tax Rules to Live By Jeffrey Lutters, Avalara Recorded: Oct 9 2018 62 mins
    Sales tax compliance can be a nightmare, but it doesn't have to be. Just knowing some of the fundamental rules will clear up what many businesses struggle with every month.

    Sales tax expert Jeffrey Lutters will explain:
    •How the simplest of activities can create nexus in other states
    •The tax implications between 'bill to' and 'ship to'
    •Why collecting exemption certificates is an auditor's red flag
    •New sales tax rules that determine whether your business is compliant
  • ISM Webinar: Why don’t your salespeople do what they need to do?
    ISM Webinar: Why don’t your salespeople do what they need to do? ISM Champion - Mike Lever Recorded: Oct 9 2018 26 mins
    Key Takeaways:

    Are your salespeople not feeling the love from their prospects?

    Struggling to have long and meaningful conversations on the phone? They are not alone.

    In this webinar, we will explore why you and your sales team might be avoiding the things you really need to do.

    We will look at confidence and comfort zones in a selling environment.

    You will also get an introduction to the ABCD of you, your Awareness, Bias, Comfort zone and Decision-making.

    This is a must if you and your salespeople need to know more about what makes you tick

    Discover how you might go about improving your personal performance.

    Reasons to Attend:

    To be effective, they must understand the game has changed and their approach needs to change too - discover that:

    -Self-service has redefined sales
    -Prospects need a trusted advisor
    -Meaningful conversations are key to closing
    -Close the distinction between sales and marketing

    You need to adopt it sooner than you think, as the self-service world is not going away - and your competitors know this too.
  • The Tricky 10: States with the Most Complex Sales Tax Rules
    The Tricky 10: States with the Most Complex Sales Tax Rules Scott Peterson, Vice President of U.S. Tax Policy and Government Affairs Recorded: Oct 2 2018 64 mins
    Do you know which states made the list? Better yet - do you do business in them?

    Some states are more complicated to do business in than others. They have more tax rules and exemptions and a host of policies that might seem wacky compared to the rest of the country. Hear our tax expert explain what makes these states unique and why you need to pay special attention to them.

    Scott will explain:
    •Which states made the list...and why
    •Strategies for doing business in them
    •How to navigate complicated sales tax laws

    About the Speaker: Scott Peterson, Vice President of U.S. Tax Policy and Government Affairs

    Scott Peterson was the first Executive Director of the Streamlined Sales Tax Governing Board. For seven years Scott acted as the chief operating officer of an organization devoted to making sales tax simpler and more uniform for the benefit of business.
  • ISM Webinar: Why Your Customer Sales Journey is Broken
    ISM Webinar: Why Your Customer Sales Journey is Broken ISM Champion - Nevil Tynemouth Recorded: Oct 2 2018 31 mins
    Key Takeaways:

    Let’s face it: There are many fragile – and oftentimes broken – moments in the customer journey.

    Departmental handoffs and changes in the channel, for instance, add complexity and threaten to derail purchases and sometimes harm loyalty.

    So how can you bridge those gaps and deliver the seamless experience your customers really want?

    Reasons to Attend:

    While the customer journey is fraught with troublesome grey areas, don’t fret. Focus on the following areas instead:

    -Awareness
    -Interest
    -Consideration
    -Action
    -Use
    -Advocacy

    This is based on our work on the psychology of consumer behaviour.

    The real customer journey, challenges you to see things from your clients and customers perspectives.

    We look at the emotional drivers and associations your consumers and potential consumers have.

    We will introduce you to the green line and what you need to do to put your customers in a positive emotional state and how this benefits your business.
  • Corporate Risk and Crisis Management
    Corporate Risk and Crisis Management David Rubens Recorded: Sep 27 2018 79 mins
    It seems clear that the basic frameworks and principles that have supported corporate risk and crisis management for the last twenty-five years are beginning to be outpaced by the scale and scope of the emergent risks that we are now facing.This webinar covers the main themes of corporate risk & crisis management and the development of organisational frameworks that can support effective risk and crisis management planning at the highest level. This webinar is based on the Level 5 Award in Corporate Risk and Crisis Management being hosted by the IRM from 29th-31st October.
  • Could millennials be the key to ending the productivity crisis?
    Could millennials be the key to ending the productivity crisis? Mark Elwood, Marketing Director, TeleWare Recorded: Sep 25 2018 50 mins
    By 2025, it is estimated that 75% of the workforce will be millennials. With rapidly changing expectations on how, when and where employees want to work, technology is going to play an increasingly important role in attracting and retaining talent.

    Join our discussion to find out how the millennial demand for mobility in the workplace could help solve the productivity crisis. Our panel of experts will share their views on:

    • Understanding the needs of the millennial worker
    • The key steps to providing the right technology within your digital transformation programme
    • Why mobility and flexible working is the key to hiring and retaining a millennial workforce
    • Demonstrating the proven link between mobility and productivity

    This webinar will be hosted by Mark Elwood, Marketing Director, TeleWare. Panellists will include Andrew Fawcett, product manager, TeleWare and guest experts, Dr Lucy Green from Larato and Vicky Ryder from Microsoft
  • ISM Webinar: How to create the self belief and confidence to sell brilliantly
    ISM Webinar: How to create the self belief and confidence to sell brilliantly Leigh Ashton Recorded: Sep 25 2018 28 mins
    Key Takeaways:

    This webinar is for you if you struggle with sales or specific sales activities and will open the door to understanding how you get in your own way of sales success...and how to develop a winning sales mindset that attracts success!

    Reasons to Attend:

    -Discover how your thoughts impact on your sales results
    -Learn how to identify your inner barriers...and how to eliminate them
    -Create your personal way of generating consistently great sales

    Many people feel uncomfortable selling. Part of it is to do with rejection – people saying “no” to you.

    Another part of it is to do with ethics – we don't want to be seen to be taking people's money!

    However, selling is not what it used to be.

    You can only succeed – in the long term - if you give value and help customers.
  • ISM Video: Ruta Misiunaite - Two sales promotions since joining the ISM
    ISM Video: Ruta Misiunaite - Two sales promotions since joining the ISM Institute of Sales Management Recorded: Sep 24 2018 4 mins
    The ISM is a not-for-profit membership organisation representing sales professionals in the UK and internationally. By supporting sales executives, managers and leaders in their careers, and by improving professional sales standards, we benefit our members, their organisations and, ultimately, the wider economy.

    We advance the reputation and effectiveness of our members by providing them with a range of benefits, including access to OFQUAL-recognised sales qualifications, professional networking opportunities, industry-leading awards, and practical information and advice.

    Whether you’re new to sales or an experienced professional, the ISM will support you throughout your sales career.

    •To Register to ISM Updates, click: https://bit.ly/2wIx066
    •To Register to ISM Webinars, click: https://bit.ly/2PYcDeh
    •For more information about the ISM, click: https://bit.ly/2LX3sYa
    •For more information about ISM Membership, click: https://bit.ly/2PC5KOv
    •For more information about ISM Qualifications, click: https://bit.ly/2wKpN5U
  • ISM Video: Stella Round - My department is accredited by the ISM
    ISM Video: Stella Round - My department is accredited by the ISM Institute of Sales Management Recorded: Sep 24 2018 10 mins
    The ISM is a not-for-profit membership organisation representing sales professionals in the UK and internationally. By supporting sales executives, managers and leaders in their careers, and by improving professional sales standards, we benefit our members, their organisations and, ultimately, the wider economy.

    We advance the reputation and effectiveness of our members by providing them with a range of benefits, including access to OFQUAL-recognised sales qualifications, professional networking opportunities, industry-leading awards, and practical information and advice.

    Whether you’re new to sales or an experienced professional, the ISM will support you throughout your sales career.

    •To Register to ISM Updates, click: https://bit.ly/2wIx066
    •To Register to ISM Webinars, click: https://bit.ly/2PYcDeh
    •For more information about the ISM, click: https://bit.ly/2LX3sYa
    •For more information about ISM Membership, click: https://bit.ly/2PC5KOv
    •For more information about ISM Qualifications, click: https://bit.ly/2wKpN5U
  • ISM Video: Paul Blair - My Biggest Challenges in Sales
    ISM Video: Paul Blair - My Biggest Challenges in Sales Institute of Sales Management Recorded: Sep 24 2018 5 mins
    The ISM is a not-for-profit membership organisation representing sales professionals in the UK and internationally. By supporting sales executives, managers and leaders in their careers, and by improving professional sales standards, we benefit our members, their organisations and, ultimately, the wider economy.

    We advance the reputation and effectiveness of our members by providing them with a range of benefits, including access to OFQUAL-recognised sales qualifications, professional networking opportunities, industry-leading awards, and practical information and advice.

    Whether you’re new to sales or an experienced professional, the ISM will support you throughout your sales career.

    •To Register to ISM Updates, click: https://bit.ly/2wIx066
    •To Register to ISM Webinars, click: https://bit.ly/2PYcDeh
    •For more information about the ISM, click: https://bit.ly/2LX3sYa
    •For more information about ISM Membership, click: https://bit.ly/2PC5KOv
    •For more information about ISM Qualifications, click: https://bit.ly/2wKpN5U
  • ISM Video: Andy Matthews - Why I took an ISM Qualification
    ISM Video: Andy Matthews - Why I took an ISM Qualification Institute of Sales Management Recorded: Sep 21 2018 6 mins
    The ISM is a not-for-profit membership organisation representing sales professionals in the UK and internationally. By supporting sales executives, managers and leaders in their careers, and by improving professional sales standards, we benefit our members, their organisations and, ultimately, the wider economy.

    We advance the reputation and effectiveness of our members by providing them with a range of benefits, including access to OFQUAL-recognised sales qualifications, professional networking opportunities, industry-leading awards, and practical information and advice.

    Whether you’re new to sales or an experienced professional, the ISM will support you throughout your sales career.

    •To Register to ISM Updates, click: https://bit.ly/2wIx066
    •To Register to ISM Webinars, click: https://bit.ly/2PYcDeh
    •For more information about the ISM, click: https://bit.ly/2LX3sYa
    •For more information about ISM Membership, click: https://bit.ly/2PC5KOv
    •For more information about ISM Qualifications, click: https://bit.ly/2wKpN5U
  • Introducing Re:Call
    Introducing Re:Call TeleWare Recorded: Sep 18 2018 1 min
    Introducing Re:Call - An App that gives you a second number on your personal phone for business calls and SMS
  • Cyber Criminals have stepped up their game (1 CPE)
    Cyber Criminals have stepped up their game (1 CPE) Eric Hess Recorded: Sep 12 2018 62 mins
    Any firm that has avoided attacks due to social engineering, distributed denial of service, ransomware, evasive malware and e-mail interception can count themselves lucky...but this is the year that may be changing. Cyber criminals have stepped up their game altering the threat landscape for CPA's now and in the years ahead. More than ever, accounting professionals need to keep up to date on the latest threats and adjust their game plan accordingly. This webinar will review the current threat landscape for CPA's, as well as the actions that small to mid-size firms should be taking to mitigate risk on limited budgets.

    Presented by Eric Hess - Eric Hess founded HLC LLC in 2014 to focus on systems compliance and information security consulting. Today, it provides an array of right sized cybersecurity assessment and cybersecurity management services to small to medium sized businesses. HLC’s clients are primarily financial services firms, but HLC is developing a focus on CPA firms and law firms.
  • Assessing Cyber Risk - Challenges and Solutions
    Assessing Cyber Risk - Challenges and Solutions Stephen Head, CISSP, CISM, CISA - Director, IT Risk Advisary Services, Experis Finance Recorded: Sep 12 2018 60 mins
    Managing cyber risk in today’s digital environment is extremely challenging, whether your organization is public, private or governmental. In response to the growing frequency and severity of cyber-attacks, many organizations have decided it’s time to focus more of their efforts on cyber risk, starting with a cyber risk assessment. This approach to proactively dealing with the risk of cyber-attacks increases the organization’s awareness of the potential impacts and costs, and enables them to take actions that reduce the overall risk to the organization, minimize the impact of cyber-attacks, and more predictably ensure the continuity of essential services.

    This webinar will provide a high-level overview of assessing cyber risk and explore the following:

    •Threats and root causes of breaches
    •The changing regulatory landscape
    •Security frameworks and tools
    •Practical ways to assess your risk and organizational exposure
    •Key elements of a successful cyber risk management program

    Whether or not you have embraced a formal cyber risk management program, this session will provide practical advice on the evolving nature of cyber risk management, how to develop and incorporate an assessment process into your organization’s overall risk management efforts, and how cyber risk management can improve your organization’s ability to withstand a cyber-attack.
  • Build your career in risk - Construction
    Build your career in risk - Construction Carolyn Williams, IRM Director of Corporate Relations Recorded: Sep 10 2018 48 mins
    IRM qualifications will help you to build your risk management skills and knowledge. Studying with us also demonstrates your credibility with employers.

    Provisional agenda:

    11a.m Why get qualified and why choose IRM?
    - Carolyn Williams, Director of Corporate Relations

    11.10 IRM qualifications, distance learning and blended learning
    - Module Coach Mark Butterworth, CFIRM

    11.25 Vinay Shrivastava, CFIRM FAPM, Director, UK Infrastructure Risk Management, Turner & Townsend

    11.40 Emma Hardy, CMIRM, Commercial Manager, Colas Limited

    11.55 Questions, advice and guidance on the practicalities of enrolment, studying and exams
    - James McCarthy, IRM Student Admissions, Engagement and Support Manager
  • Understanding Business Continuity and Disaster Recovery
    Understanding Business Continuity and Disaster Recovery Ian Beale, Principal Executive Advisor, Gartner Recorded: Sep 6 2018 62 mins
    This session offers benchmarking on how Risk leaders conduct business continuity processes, and balance these initiatives with risk management objectives.

    Join this webinar and listen to Gartner present our guidance on 3 foundational BCM elements. The webinar is based on our research and best practice insights:
    • The essentials of Business Continuity Management – what are the key components, the BCM lifecycle, the current top threats, who owns BCM and relevant standards
    • Why BCM is critical to every organisation – including a review of recent incidents and their impact plus the benefits of a BCM program
    • How to build a great Table Top exercise to test your BC program – the steps involved, the players needed and our recommendations for success
    These insights can be used to build your BCM program if you are starting and also to review your existing program against our guidance and insights.
  • ISM Webinar: The Art of Sales and Management
    ISM Webinar: The Art of Sales and Management ISM Fellow - Laurence Winmill Recorded: Sep 4 2018 50 mins
    I keep saying to business owners, C-Suite Executives, Managers and Employees that nothing happens in business until somebody sells something.

    That’s the message of this webinar. Great organisations are those that understand people, create and adapt process and manage with empathy and leadership that inspires everyone in the business to work, breathe and share the core values that underpin everything the brand stands for.

    Sales is all about people and the messages focus on why selling is an emotional experience and the essential human characteristics needed to be successful. It’s not about glittering CV’s or past reputation it’s about what you believe and how persuasive and authentic your messages are during your conversations between you and the client.

    However, structure and processes that keep the business on track are an important part of any organisation’s success and having the right leaders in place that understand people and live and breathe the visions and values of the company is an essential part of the machine.

    Great people, processes that work and inspired leadership is what this webinar is all about.
  • Build your career in risk: Infrastructure and logistics focus
    Build your career in risk: Infrastructure and logistics focus Carolyn Williams, Director of Corporate Relations Oct 30 2018 11:00 am UTC 60 mins
    This webinar focuses on informing professionals working in infrastructure/logistics on the benefits of getting qualified with the IRM.

    Topics include: IRM background, qualifications overview IRM qualifications, distance learning, blended learning and benefits of studying "The student experience and what I’ve gained"
  • Mitigating the Risks and Impact of Changing Sanctions Regimes
    Mitigating the Risks and Impact of Changing Sanctions Regimes Mark Dunn Oct 30 2018 1:00 pm UTC 60 mins
    This webinar give you a practical insight into sanctions, enforcement and steps to consider to help address business risks. Some of the topics covered include:

    •What are sanctions?
    •Case study I: Enforcement within the financial services sector
    •Case study II: Enforcement within the corporate sector
    •Sanctions policy checklist and key considerations in using sanctions screening tools
  • How Effective is Your Internal Audit Function?
    How Effective is Your Internal Audit Function? Alec Arons, Ed Williams, CIA, CRMA, Christine Dobrovich, CRMA, and C. Michael Baron, CIA, CISA, CFSA, AMLP of Experis Finance Oct 30 2018 4:00 pm UTC 60 mins
    Experis Finance is pleased to announce the third webinar in our Hot Topics series. Our goal is to provide you with a series of webinars that provide practical insights on topics of interest to internal audit, risk and compliance professionals, audit committees, and board members.

    Our third session covers Internal Audit Function Effectiveness.

    In this webinar, a panel of seasoned Internal Audit practitioners from Experis Finance will share their insights, experiences and recommendations on how Internal Audit functions can assess the effectiveness of their activities. With different drivers and many available possibilities, this is a classic “one size does not fit all” scenario. This session will help Internal Audit leaders understand the available options in order to determine the approach and methodology that best suits their individual situation and relevant stakeholders.

    During this webinar, we will address the following topics:
    •How is Internal Audit effectiveness defined and how can Internal Audit manage the competing expectations of their stakeholders (Senior Management, the Board, the Audit Committee, Regulators, External Auditors, etc.)?
    •What are the elements of the Quality Assurance and Improvement Program (QAIP) as defined by the IIA’s International Standards for the Professional Practice of Internal Auditing? Are there different options and possibilities for assessing Internal Audit effectiveness?
  • ISM Webinar: Agile Selling in the Age of the Informed Buyer
    ISM Webinar: Agile Selling in the Age of the Informed Buyer Richard Barkey, CEO & Founder - Imparta Nov 6 2018 11:00 am UTC 30 mins
    The team at Imparta believes that Agile approaches – which have transformed the world of software development – are hugely applicable and significant to selling and to sales team development. In this session, Richard will provide insight into how an Agile salesperson can maximise value creation and win rates, and how Agile approaches can drive superior returns from sales training, especially when enabled by technology.
  • Engagement Letters From A-Z
    Engagement Letters From A-Z John Raspante, CPA, MST, CDFA Nov 14 2018 6:00 pm UTC 75 mins
    Engagement Letter Usage is a vital component of CPA firm management and will be the focus of this one-hour webinar. Engagement letters provide firms with essential protective wording for your practice. In addition, they allow you the opportunity to market additional services and ultimately create a stronger relationship with your clients. This session will focus on the risk management side of engagement letters and provide participants with samples and examples designed to lower your exposure to litigation.

    Presenter:
    John Raspante is McGowanPRO’s Director of Risk Management. He oversees the industry specific expertise and risk management for McGowanPRO’s accounting and financial clients. Mr. Raspante is the former Director of Compliance and Risk Management as well as the Director of Education for Graf Repetti & Co. LLP, Certified Public Accountants & Business Advisors. Prior to joining Graf Repetti, Mr. Raspante worked nine years for CAMICO Mutual Insurance Company, a provider of accountants’ professional liability insurance. Mr. Raspante’s primary responsibility at CAMICO was providing loss prevention services to the organization’s largest insured’s. Mr. Raspante is a frequent speaker within the accounting profession on issues relating to risk management and professional ethics. He presents regularly at different conferences for accounting firm associations and CPA State Societies. He is a published author and contributor for accounting firm periodicals such as Journal of Accountancy and Accounting Today.
  • The IRM International Certificate in Risk Management Financial Services
    The IRM International Certificate in Risk Management Financial Services Carolyn Williams Nov 20 2018 11:00 am UTC 75 mins
    11a.m Why get qualified and why choose IRM?
    - Carolyn Williams, Director of Corporate Relations

    11.10 IRM qualifications, distance learning and blended learning
    - Module Coach Kate Boothroyd, CFIRM

    11.25 Sian-Louise Bishop, IRMCert, Governance & Reporting Analyst
    Risk & Compliance | Operations & Delivery, Nationwide Building Society

    11.40 Recent FS student tbc

    11.55 Questions, advice and guidance on the practicalities of enrolment, studying and exams
    - James McCarthy, IRM Student Admissions, Engagement and Support Manager
  • ISM Webinar: The personal nature of productive technology
    ISM Webinar: The personal nature of productive technology Iain Sinnott – Sales and Marketing director – VanillaIP Jan 29 2019 11:00 am UTC 30 mins
    Key Takeaways:

    Technology is constantly evolving, and businesses are becoming more and more dependent on technology to run their businesses efficiently.

    Technology is transforming businesses and disrupting entire industries. One of those industries that has been heavily affected is sales.

    From prospecting to closing, today’s mobile, social, big data, and cloud technologies are revamping the sales process in ways that would have been unthinkable only a few decades ago.

    As a result, many sales organizations are embracing new technologies to drive productivity, profitability, and competitive advantage to revamp the sales process.

    With that in mind, here’s a look at some of the technological tools organizations are using to streamline the selling process:

    -Big Data
    -Social Platforms
    -Sales Force Automation Systems
    -Cloud-based CRM Technology
    -Mobile technology

    Reasons to Attend:

    -Why individuals need to be involved in the choice of business productivity tools
    -The different benefits different users derive
    -Why learning to work with salespeople is the best way for buyers to avoid white elephants

    Technology is constantly reinventing and improving, and the world is being constantly reinvented around it.
  • ISM Webinar: How to Write an Effective Sales Email
    ISM Webinar: How to Write an Effective Sales Email ISM Fellow - Niraj Kapur Feb 5 2019 11:00 am UTC 30 mins
    Key Takeaways:

    90% of businesses can’t write an effective email. You will learn the 5 things you must never do and the key things you must include when writing an email

    Email is the most common form of communication in business. Everyone sends emails, yet the response is getting less and less since people inboxes get clogged up. How do you stand out from everyone else?

    Reasons to Attend:

    Break up the length by having one very short sentence after any longer ones. This helps people slide through your email with ease and eliminates friction. So much sales training concentrates on technique, body language, asking open-ended questions, and more. Working on your writing might not seem as flashy or trendy. And to be sure, it’s an investment of time and money. But like any sound investment, it can impact your bottom line in rich, rewarding ways.
  • Becoming a Commercial Graduate in the Construction Industry
    Becoming a Commercial Graduate in the Construction Industry Stella Dixon - Training Manager, Aggregate Industries Feb 7 2019 11:00 am UTC 30 mins
    Key Takeaways:

    A suggested approach to developing commercial skills in Business Graduates in the construction industry.

    Reasons to attend

    Commercial awareness is one of the key attributes cited by many employers as being essential to employability, but unfortunately, one that many people seem unable to demonstrate. It comes up time and time again in job advertisements, discussions between recruiters and on careers guidance websites. But what does 'Commercial Awareness' really mean, and how can you develop it?
  • Fraudulent Wire Transfers in the Accounting Industry (1 CPE)
    Fraudulent Wire Transfers in the Accounting Industry (1 CPE) Ginger Johnson & Michael J Weber Feb 13 2019 6:00 pm UTC 75 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.
  • ISM Webinar: Social Selling In The Real World
    ISM Webinar: Social Selling In The Real World ISM Fellow - Ian Moyse Feb 21 2019 11:00 am UTC 30 mins
    Key Takeaways:

    •What it is
    •What it isn’t
    •Turning Social into real engagements
    •Is it just LinkedIn
    •Receive a Personal Action Plan

    Reasons to attend

    Social Selling is the new sales skill in your toolbag to help you open doors, build your own reputation & have stronger engagement with prospects. Ian Moyse, is a respected authority on Sales Leadership and the new methodology of Social Selling, sitting as a non-exec on Digital Leadership Execs, a leading Social Selling firm. He has spoken widely on Social Selling. Ian is a judge on many Sales Awards and has interviewed hundreds of Salespeople and can share in today’s market a valuable skill that can help set you apart
  • ISM Webinar: Marginal Gains to Improve Outcomes as a Sales Leader
    ISM Webinar: Marginal Gains to Improve Outcomes as a Sales Leader ISM Fellow - Ian Moyse Apr 25 2019 10:00 am UTC 30 mins
    Key Takeaways:

    •Key metrics to address to transform a sales team
    •What the board wants to see
    •How to make a positive personal impact


    Reasons to attend:

    In today’s selling world, Sales Leaders often hit roadblocks, start new roles and need to make an impact and find it harder and harder to make their mark. Ian Moyse has achieved success in firms running large multi-national teams, smaller startup’s needing to ramp and in joining companies needing sales fixing or acceleration and speaks often on fundamental approaches to driving sales growth and performance. If you take one new idea or focus away, it is with your 30 mins to attend this webinar.