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Accounting and Tax

  • Combined Assurance
    Combined Assurance Ian Beale Recorded: Apr 26 2017 62 mins
    Every organisation has invested recently in their assurance functions – budgets in compliance have grown by 10%, InfoSec by 17%, and ERM by 22% - but significant failures and incidents continue to occur. In addition, operational management regularly complain of assurance fatigue and ExCo’s increasingly demand a holistic approach to risk management or a “single view of the truth”.

    Ian Beale, executive advisor at CEB, has more than 20 years' experience in the field of audit and risk. He relishes variety and new intellectual challenges, which proves useful in his role advising companies on critical and emerging risk and audit issues. On a daily basis, Ian works with global companies to identify risk priorities and areas of focus in a world that is rapidly changing.
  • 3 Ways to Retool Your Business with Technology in 2017
    3 Ways to Retool Your Business with Technology in 2017 Andrea Bradbury, Co-Founder and Chief Quality Officer, Suvoda Software; Jeinnfer Royer, Direct Product Marketing, DocuSign Recorded: Apr 25 2017 58 mins
    Nearly 50% of business leaders fear they will become obsolete over the next several years, and nearly 80% feel threatened by digital startups. Why? New technologies and digital strategies are challenging existing business models and forcing companies of all sizes to reimagine patient care, product innovation and distribution models to remain competitive.

    View this on-demand webinar hosted by PharmaVOICE to learn from Andrea Bradbury, Co-Founder and Chief Quality Officer, Suvoda Software, a leader operating at the intersection of life sciences and technology as she shares how she built her business on a digital platform to accelerate her organization’s global expansion while meeting the needs of mobile, digital customers and employees.

    Topics covered include:

    - Streamlining clinical research, sales and HR processes with digital tools
    - Elevating the digital agenda at your organization
    - Scaling technologies globally
    - Applying nimble design models for life science operations
    - Implementing top life sciences trends in 2017
  • Transfer Pricing in selected African countries
    Transfer Pricing in selected African countries Stefano Simontacchi, Federico Pacelli, Mario Volpe, Mostafa Elfar, BonelliErede, Anjana Haines ITR Recorded: Apr 19 2017 76 mins
    Recent studies show that the African continent is attracting a growing amount of investments from foreign multinational enterprises. BonelliErede and International Tax Review will provide an overview of the main transfer pricing issues to consider for structuring investments into selected countries.
  • Staying Compliant with the New Dept. Of Labor Financial and Fiduciary Disclosure
    Staying Compliant with the New Dept. Of Labor Financial and Fiduciary Disclosure Miles Kelly, Sougata Datta, & Vasu Sampath, DocuSign Recorded: Apr 11 2017 34 mins
    In April 2016, the Department of Labor (DOL) released its final rule regarding financial and fiduciary disclosures. This rule significantly expands the definition of fiduciary, spanning financial advisors as well as plan sponsors, funds, and producers who provide incentives to advisors. The rule has far-reaching impacts on business, compliance, and operations/technology and the April 2017 compliance deadline is coming up quickly. For companies not already working on their response strategy, time is rapidly running out.

    View this webinar to learn how DocuSign can help you:
    - Satisfy the final rule requirements by automating disclosures with a tamper-proof audit trail
    - Delight clients and brokers by providing a greatly improved customer experience
    - Meet critical DOL deadlines with rapid implementation
  • Create more engaging financial wellness solutions
    Create more engaging financial wellness solutions Katy Gibson, VP Product Management, Envestnet | Yodlee Recorded: Apr 6 2017 61 mins
    For years, delivering a powerful personal financial management solution (PFM) consisted of providing consumers with basic budgeting, spending and tracking tools. And, while many PFM users found these tools useful, many more are still left searching for more personalized and predictive solutions to help them better understand and manage their financial wellness. Today, if your PFM solution doesn't offer the personalized services and support your customers want, with the features they need, you've already lost them.

    Successful providers of financial wellness solutions understand that their biggest competitive advantage — and the key to retaining their customers — is having an intimate understanding of their clients' financial wellness. With improved data aggregation, AI models, and predictive and prescriptive analytics, your company can provide smarter, more personalized financial wellness solutions that deliver the actionable suggestions and guidance that build long-term trust and loyalty.

    To find out how you can deliver more meaningful and productive financial wellness solutions that deliver engagement and longevity, don't miss out on this interactive VB Live event!


    In this webinar, the panelists will discuss:
    * Pivoting the drivers of change and the evolution of PFM in banking
    * How to improve customer interaction with financial wellness solutions
    * Using predictive analytics and AI to deliver more personalized and engaging financial wellness applications
    * Driving customer loyalty and engagement with the next wave of financial wellness solutions

    Panelists:
    * Katy Gibson, VP Product Management, Envestnet | Yodlee
    * Keith Armstrong, Co-founder and Chief Operating Officer, Abe.ai
    * Colin Walsh, CEO and Co-founder, Varo Money
    * Evan Schuman, Moderator, VentureBeat


    Register today!
  • New Ways to Boost Sales Productivity in 2017 [Panel Discussion]
    New Ways to Boost Sales Productivity in 2017 [Panel Discussion] Gerhard Gschwandtner (Moderator); Anthony Iannarino, Teja Vora Recorded: Mar 21 2017 57 mins
    A new year, a new strategy, and new tools for winning sales! Join us for this webinar to get the inspiration and tips you need to set your intention to make 2017 the year of hustle, value creation, and digital transformation. Bestselling author and award-winning blogger, Anthony Iannarino, will share his top sales insights in this interactive webinar that welcomes audience participation and questions.

    Key takeaways for this webinar will include
    - The year of hustle. Learn how to create the right mindset and skillset to stay a step ahead of your competition.
    - The year of value creation. Discover how top performers focus on value creation - Anthony will share his secret sauce for winning more sales.
    - The year of digital transformation. Learn how to avoid time-wasting technology and social media traps and instead leverage the best tools to work 100 percent smarter, not harder.

    Moderator: Gerhard Gschwandtner, Founder & CEO, Selling Power
    Speakers: Anthony Iannarino, Bestselling Author and Sales Leader
    Teja Vora, Director of Marketing, DocuSign
  • Procurement Transformation: How to unlock the resources to create value
    Procurement Transformation: How to unlock the resources to create value Eric Duarte, Belron; Jon Webb, Procurement Leaders; Steve Hall, Procurement Leaders Recorded: Mar 16 2017 59 mins
    Turning procurement into a true source of value for the business requires the skillsets in the function to align, build relationships and take purchasing from the mundane to the entrepreneurial. A carefully constructed talent strategy, allied with an ability to get the most out of the people available is vital, but beyond that, true change in the function requires true leaders. This discussion will look at how to empower your team to make purchasing simple and to transform the way that the whole organization approaches purchasing

    In this on-demand webinar, you will hear how:

    - To implement tools teams can use to make day-to-day purchasing simpler and focus their abilities on strategic goals
    - Functions can do more with less and give their teams the power to make a difference to stakeholders
    - To match a talent strategy with technology and outsourcing activities in order to get the most effective use of the resources available
  • Revenue Recognition Implementation: Beyond the Debits and Credits
    Revenue Recognition Implementation: Beyond the Debits and Credits Pam Henry, CPA, CGMA and Ladonna Johnson, CPA; both of Experis Finance Recorded: Mar 15 2017 59 mins
    Assessment and implementation of the new revenue recognition standard is in full force and moving beyond the assessment phase for many companies. This webinar will provide a high-level summary of the new revenue recognition standard focusing on implementation considerations including tax and internal control documentation and procedures, as well as disclosure requirements and examples of the new significant footnote disclosures. This webinar will go beyond the debits and credits and into specific areas that companies should focus on as they move toward the adoption date. The presenters will share their perspectives gained and other issues noted when advising clients on their assessment and implementations as well as noted within industry guidance.

    Presented by:
    Pam Henry, CPA, CGMA; Director - Finance and Accounting
    Ladonna Johnson, CPA; Engagement Manager – Technical Accounting
  • India Union Budget 2017-18
    India Union Budget 2017-18 Dinesh Kanabar, CEO, Dhruva Advisors LLP and Anjana Haines, Editor, International Tax Review Recorded: Feb 1 2017 63 mins
    The finance minister of India, Mr. Arun Jaitley, will be presenting India Union Budget 2017-18 on 1st February. International Tax Review along with Dhruva Advisors LLP is pleased to invite you to a webinar where the implication and impact of the direct and indirect tax proposals in the budget will be discussed.
  • Top Tips for Transforming Customer Experience and Scaling Business Growth
    Top Tips for Transforming Customer Experience and Scaling Business Growth Andrew Geisse, Dir. of Product Maketing—Financial Services & Insurance, DocuSign & Kevin Murray, Manager, Alliances, Traction Recorded: Jan 31 2017 43 mins
    View this webinar with Traction on Demand and learn about the latest industry trends and understand how a prominent Canadian lending institution has leveraged both DocuSign and Salesforce to scale their business and revenue with an online self-service community.

    What you’ll learn:

    How to leverage the DocuSign platform for more than just e-signature
    How DocuSign reduces security concerns around financial contracting and services
    How DocuSign and Salesforce work together to provide a seamless self-service financial lending experience
  • How to Close More Deals and Shorten the Sales Cycle
    How to Close More Deals and Shorten the Sales Cycle Brian Driver, IT Product Owner, Salesforce, Elizabeth Guerra, Sales Process Manager, LinkedIn Recorded: Jan 26 2017 43 mins
    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.

    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.

    Featured Speakers:
    Brian Driver, Salesforce
    Elizabeth Guerra, LinkedIn
  • Avoiding Risk in CPA Firm Mergers
    Avoiding Risk in CPA Firm Mergers Joseph Tarasco and John Raspante Recorded: Jan 18 2017 64 mins
    All mergers and acquisitions (M&A) involve some degree of risk—and carry no guarantees of fulfilling the intended goals and objectives of the transaction. However, using M&A as a growth, talent acquisition, and succession planning strategy is essential and a top priority at most firms.

    The right deal could take your firm to the next level of success provided that you take the proper precautions before and after consummating the transaction.

    This webinar will address avoiding M&A risks and focusing on maximizing the deal’s ROI.

    What we will discuss:
    •Balancing risk in M&A while maximizing ROI
    •Increase ROI and the chances of a successful transaction by assessing the level of risk and avoiding M&A deal traps.
    •Doing what it takes to avoid big risks and placing the emphasis on the deal’s ROI and strategic implications.
    •Determining the right M&A strategic goals and objectives that have the best potential of maximizing ROI and minimizing risk in the future.
    •Avoiding the risk of a terminated transaction after many months of discussions by planning and structuring the deal terms and identifying deal breakers and dissenting partners early in the negotiation stages.
  • The Softer Side of IT: Cultivating hard-to-find soft skills in today's workforce
    The Softer Side of IT: Cultivating hard-to-find soft skills in today's workforce Experis and Right Management Recorded: Jan 17 2017 60 mins
    IT leaders are increasingly uncovering the value of soft skills within their workforce. They’re telling us that soft skills—specifically communication and collaboration skills—can be as important as some technical competencies. What is causing increasing demands for soft skills in IT talent? How do IT leaders assess the soft skills of new recruits? Can these skills be developed in existing employees?

    During this webinar, you’ll hear experts from Experis and Right Management discuss the need for improved soft skills within today’s IT workforce and how IT leaders can ensure their workforce has the skills required to succeed in today’s world of work.

    By participating in this webinar, you will:
    Understand the increasing importance of communication and collaboration skills in IT roles today
    Gain greater insight from workforce experts about how to assess new IT recruits for soft skill proficiency
    Learn best-practice strategies for developing communication and collaboration skills within your team

    * NOTE: This event qualifies for 1 CPE credit.
    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.
  • Build A Solid Foundation: Contract Automation with DocuSign for Salesforce
    Build A Solid Foundation: Contract Automation with DocuSign for Salesforce Darren Bibby AVP, DocuSign, Chris Rzepkowski, GM, Devere Recorded: Dec 28 2016 60 mins
    Never before has there been an opportunity for you to affect powerful digital improvements across your organization.

    Watch this webinar and learn how DeVere Insulation reduced the time to sign documents from days to minutes, eliminated errors, ensured compliance and recognized a sizeable return on investment – all while delighting their customers.
  • Digital Insurance Meeting the Needs of the Digital Customer - Part 3 of 3
    Digital Insurance Meeting the Needs of the Digital Customer - Part 3 of 3 Adamn Kruse, AE, DocuSign, Keith Savino CPIA, Warwick Resource Group Recorded: Dec 21 2016 29 mins
    DocuSign and the Big “I” have partnered to bring you a three-part webinar series on digital insurance. Insurers continue to evolve and digitize their businesses to improve workflows, which makes for a better customer experience and a better return on investment.
  • Digital Insurance: The Benefits of a Digital Workforce - Part 2 of 3
    Digital Insurance: The Benefits of a Digital Workforce - Part 2 of 3 Kellan McClain, Account Executive, Financial Services and Insurance Recorded: Dec 16 2016 29 mins
    DocuSign and the Big “I” have partnered to bring you a three-part webinar series on digital insurance. Insurers continue to evolve and digitize their businesses to improve workflows, which makes for a better customer experience and a better return on investment.
  • The Benefits of Digitizing Workflows – Part 1 of 3
    The Benefits of Digitizing Workflows – Part 1 of 3 Melissa Reed, IIAT, Shawn Johnson, DocuSign Recorded: Dec 14 2016 37 mins
    DocuSign and the Big “I” have partnered to bring you a three-part webinar series on digital insurance. Insurers continue to evolve and digitize their businesses to improve workflows, which makes for a better customer experience and a better return on investment.

    Join this webinar and learn how other insurance agents and brokers are using DocuSign to improve workflows.
  • Year End Tax Update: What You Need to Know to Prepare for 2017
    Year End Tax Update: What You Need to Know to Prepare for 2017 Experis Finance Tax Directors: Myron Vansickel, Raj Basi, and Saleem Siddiqi Recorded: Dec 7 2016 58 mins
    Year-end tax activities can be overwhelming and put extra stress on you and your tax team. Corporations are often challenged to clarify what their priorities need to be when planning for year-end tax activities. As 2016 comes to a close, there are a number of important items that should be taken into consideration as part of your planning efforts. This 60-minute webinar will update participants on the latest federal, state and international tax developments.

    By attending this session, participants will:

    -International Tax - Learn about international tax updates including BEPS and, in particular, the impact of Country by Country reporting on compliance and reporting obligations as well as Global Indirect Tax (VAT/GST) updates
    -Federal Tax - Understand the latest developments and changes in federal tax including section 179 and bonus depreciation, deductions which were made permanent or extended via tax extenders bill, and other major developments for business entities
    -State and Local Tax - Be aware of critical state income, sales and use tax legislative modifications and case that may impact your business
  • Managing Global Transfer Pricing Documentation Requirements
    Managing Global Transfer Pricing Documentation Requirements Leila Szwarc, TMF Group, Joel Cooper, DLA Piper, Reka Orban, DLA Piper, Joe Stanley-Smith, ITR/TPweek Recorded: Nov 28 2016 66 mins
    Looking at the importance of efficiently managing your global transfer pricing documentation requirements, we will look at the different types of documentation such as master file/local file and country-by-country and look at managing the requirements in practice. TMF Group's Global Head of Compliance and Strategic Regulatory Services, Leila Szwarc will welcome guest speakers from DLA Piper who will look in depth at select countries including the Netherlands, Spain, Germany and Hong Kong sharing information on a few key deadlines.
  • Government Technology: Taking Time & Money out of the Modernization Process
    Government Technology: Taking Time & Money out of the Modernization Process Howard Hill, Information Technology Manager, Alameda County Teja Vora, Product Marketing Director, DocuSign Recorded: Nov 23 2016 62 mins
    Join Government Technology magazine, DocuSign and Howard Hill, IT Manager for Alameda County for an informative discussion of the latest trends in saving time and money through process modernization.

    The discussion will include:

    Improving Services to Constituents
    Data Security Considerations for Digital Transactions
    What Type of Process is a Candidate for DTM?
    And more…
  • Five Cases to Change the Way You Practice
    Five Cases to Change the Way You Practice Gary Kessler, Esq. Recorded: Nov 16 2016 62 mins
    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.
  • Internal Audit and Third Party Risk
    Internal Audit and Third Party Risk Tim Leitz, Regional Practice Leader for Risk Advisory Services, Experis Finance Recorded: Nov 16 2016 63 mins
    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
  • Top Ten Trouble Spots for Accountants
    Top Ten Trouble Spots for Accountants Wilhelm Dingler Recorded: Oct 27 2016 59 mins
    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.

    Agenda:
    Bookkeeping services.
    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.
  • Auditing Corporate Culture
    Auditing Corporate Culture Alec Arons, National Practice Leader, Risk Advisory Services, Experis Finance Recorded: Oct 26 2016 61 mins
    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
  • The Relevance of Business Continuity Management
    The Relevance of Business Continuity Management Jeffrey Butler, Risk Advisory Services for Experis Finance Recorded: Oct 13 2016 60 mins
    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
  • Bottom-line Savings through Contract Compliance and Cost Recovery
    Bottom-line Savings through Contract Compliance and Cost Recovery George Albarelli, RAS Director, and Bill Consolie, Practice Leader-Construction Services, both of Experis Finance May 10 2017 4:00 pm UTC 60 mins
    During this session, we will discuss how identifying risks and weaknesses in the procurement and contract process can result in reduced costs, recovered savings and corporate governance. You will learn how to identify differences between the contracted commercial teams and what is actually invoiced by vendors using a proven four-phased approach, data mining and other techniques to accentuate manual efforts. You also will discover how to embed controls and recover real dollars through an in-depth review of your procurement process and contracts.

    This webinar features George Albarelli, Director of Risk Advisory Services, and Bill Consolie, Global Practice Leader of Construction Services. They will:

    •Provide background and perspective on procurement contract compliance efforts
    •Demonstrate how to identify contract risks and weaknesses in the procurement and contract process
    •Introduce processes that could reduce overpayments
    •Share how to imbed controls and recover real dollars

    In addition to the above, the presenters will highlight specific aspects of contract compliance as it relates to construction. Specifically, they will emphasize:
    •Cost recovery
    •Risk mitigation
    •Cost avoidance
    •Cash management / cash flow

    Presented by George Albarelli, RAS Director, and Bill Consolie, Practice Leader-Construction Services, both of Experis Finance.
  • How Quorum Health Resources Is Driving Business Performance
    How Quorum Health Resources Is Driving Business Performance Shannon Williams, VP Project Management, Quorum Health Resources; Mark David, Director, Industry Strategy, Workday May 17 2017 4:00 pm UTC 45 mins
    At a time when new-client revenue in the industry is at its lowest point in nine years and competition is soaring, professional services leaders are focusing on their strongest assets: their people.

    With exciting, new cloud-based applications, organizations are now able to better manage and develop talent, leading to increased productivity, higher levels of workforce efficiency, and optimized profits.

    Watch the webinar replay to find out why Quorum chose Workday Professional Services Automation, hear about its deployment process, and discover the benefits it has already experienced by managing people, finances, and projects in a single system.