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Finance

  • Cultivating Your Strategic and Creative Thinking
    Cultivating Your Strategic and Creative Thinking Dr. Ted Marra Oct 18 2017 2:00 pm UTC 75 mins
    Join our guest, Dr. Ted Marra as he introduces his new strategic leadership course in Global Risk Academy.

    During the webinar we will cover:

    How does a truly strategic organization think? What is strategic thinking versus strategic planning? What are the vital few factors that will determine your organisation’s long-term success or failure and are they on your radar screen?

    Who should attend.

    People with 10 years management experience minimum up to and including C-Level in all disciplines responsible for strategic decisions or large scale operational issues - so they have large budget and many people reporting to them.

    Managers and senior management from all areas of the organisation having responsibility for planning and achievement of key business objectives.

    Why you should attend.


    - Reflect on how you got where you are as an organisation;

    - What factors were critical to your success? What factors were the basis for your success?

    - What held you back – prevented you from being even more successful?
    - What could you have done differently


    Understand what are the most critical factors that will better ensure your organisation is a “winner” in the future (e.g., next 3-5 years).

    Find out which ones you may be missing and what to do about it before it’s too late and you become just an “average or good” organisation when, with a little effort and the right strategic thinking and creativity, you could take the organisation to the next level of performance and move toward “greatness”.

    How to build exceptional stakeholder relationships and why doing this is critical in especially in turbulent times.
  • Customer Due Diligence after the Money Laundering Regulations 2017
    Customer Due Diligence after the Money Laundering Regulations 2017 Jane Jee, CEO, Kompli-Global Oct 19 2017 1:00 pm UTC 45 mins
    Do you really know your customer? Customer Due Diligence after the Money Laundering Regulations 2017 and the Criminal Finances Act 2017

    * How do you ensure you conduct a thorough search for, and provide ongoing monitoring of, adverse information on existing and potential clients?
    * How do you prove you are conducting compliant CDD?
  • O que está por vir para o Brasil do ponto de vista econômico e político?
    O que está por vir para o Brasil do ponto de vista econômico e político? Apresentador: Ricardo Sennes Sócio, Prospectiva, Renato Pasquini Diretor de Pesquisa Frost & Sullivan Oct 19 2017 4:00 pm UTC 60 mins
    O Brasil está passando por um momento de profunda transformação com diferentes reformas sendo discutidas no Congresso e políticas públicas sendo debatidas para aumentar a competitividade do país.

    Qual é a estrutura econômica e política na crise brasileira atual? Quais variáveis vão determinar as tendências futuras?

    Nesse webinar iremos discutir:
    O cenário político e econômico atual do Brasil
    A crescente fragmentação do sistema político
    Perspectivas para o Brasil para 2017 e 2018 focando nas eleições do próximo ano
  • Simplify and Streamline Document Approvals with Digital Signatures
    Simplify and Streamline Document Approvals with Digital Signatures DocuSign & M-Files Oct 19 2017 5:00 pm UTC 60 mins
    Every business has documents that require signatures in order to be executed. For many companies, this remains a manual process that takes place either via email or on paper. But there is a better way.

    Watch this webinar to hear from DocuSign and M-Files on how integrating information management and digital signature technology ensures a faster and more convenient process for signing agreements.

    You will also learn how to:
    - Accelerate the collection of digital signatures, information and data within documents, such as contracts and agreements
    - Automate the document approval process so that anyone can transact anytime, anywhere, on any device
    - Increase security and lower cost by integrating information management with digital signature technology
  • Simplifying Data Integration for the Cloud
    Simplifying Data Integration for the Cloud Jill Reber, CEO, JayJay Zheng, Technical Director & Eric Greenfeder, Chief Architect, Primitive Logic Oct 19 2017 9:00 pm UTC 60 mins
    The rapid adoption of enterprise cloud-based solutions brings data integration as one of the greatest challenges. The challenge grows on increasingly numerous SaaS applications with lack of suitable connectors that fit your business needs. Join this webinar led by Primitive Logic team to see how data integration can be simplified for your cloud. This talk introduces the generic declarative zero-coding approach using Informatica Cloud Rest Connector as an example and illustrates its practical features, as well as best practices and hidden gems.

    Moderator: Jill Reber, CEO, Primitive Logic
    Panelists: JayJay Zheng, Technical Director & Eric Greenfeder, Chief Architect, Primitive Logic
  • BPI Brasil update 3rd Quarter 2017
    BPI Brasil update 3rd Quarter 2017 João Caro Sousa (Portfolio Manager) Oct 23 2017 2:00 pm UTC 45 mins
    BPI Brasil is a long only Fund investing in listed Brazilian equities and fixed income.
    The Fund aims to provide the investor with direct access to a market with high growth potential and to offer a sustainable return over a reasonable time frame through an active management approach.
  • The 3 Pillars of Social Selling. Part 1: Becoming The Brand & Selling You
    The 3 Pillars of Social Selling. Part 1: Becoming The Brand & Selling You Daniel Disney Oct 24 2017 10:00 am UTC 60 mins
    This 3 part webinar series will give show you the 3 key pillars to achieving social success in sales. Learn how to create the ultimate profile, build a winning personal brand, create great and consistent content and build a winning strategy. The final session will be packed with the best industry tips and tricks to make social work for you.

    Part 1 - Becoming The Brand & Selling YOU

    You're not just selling your product anymore, you're selling YOU. More and more of your prospects are looking at your social media profiles and this will influence buying decisions. Find out the best personal branding tips and how to build a profile that will generate opportunities, not scare them away.
  • BPI Alternative Fund - Iberian Equities Long-short 3rd Quarter 2017
    BPI Alternative Fund - Iberian Equities Long-short 3rd Quarter 2017 Paulo Oliveira (Fund Manager) Oct 24 2017 2:00 pm UTC 45 mins
    BPI Alternative Fund is a long/short equity fund investing in listed Portuguese and Spanish equities or equity related assets. The main concerns are to keep a low volatility, reduced drawdown and a low correlation with equity markets.
  • How to Get More Personal Data Without the Risk
    How to Get More Personal Data Without the Risk Nathan Rowe, Chief Product Officer, Evident Oct 24 2017 6:00 pm UTC 45 mins
    Personal data is essential for your business - to enable trust and safety, to enable personalization of services, to enable growth of your business and to enable verification of identities. While obtaining and managing personal data is necessary, it can be extremely complicated, time consuming and risky. Handling or holding sensitive data can lead to major security threats. Companies are investing more time and energy to effectively acquire, manage and protect the personal information of their users and workforce to the detriment of their own business focus. Additionally, the regulatory requirements and liability that accompany any interaction with personal data continue to increase, putting additional strain on businesses to stay updated and compliant.

    From a user perspective, as individuals are asked to provide their information more broadly, security concerns and a loss of control become more prevalent, putting once-standard interactions at risk. These put even more pressure on businesses to protect their communities’ information as well as their brand equity.

    This presentation will discuss what challenges are faced by companies dealing with personal data related issues. We will cover best practices, real world examples and lessons learned as businesses look to increase their access to the answers they need, while reducing their risk and liability.

    Key takeaways
    - Best practices for how to share and secure personal information
    - Pitfalls to avoid as you grow your organization and expand offerings
    - Hear real world examples on how businesses engage with their communities and personal data
  • Rev Up Your Cloud Integrations with Big Data Technology
    Rev Up Your Cloud Integrations with Big Data Technology Eric Greenfeder, Chief Architect, Primitive Logic Oct 24 2017 9:00 pm UTC 60 mins
    This presentation details how to leverage technologies such as Hadoop, MapReduce, Pig and Sqoop to massively scale cloud integrations to services such as Salesforce.com. Attendees will learn how to overcome API limitations, throughput latency and infrastructure scaling challenges to significantly increase integration performance.
  • Implications of the PPF’s Levy consultation
    Implications of the PPF’s Levy consultation Chris Ramsey FIA, Associate, Barnett Waddingham Oct 25 2017 10:00 am UTC 75 mins
    The Pension Protection Fund (PPF) released a consultation on 27 September 2017, setting out draft rules for the PPF levy and significant changes on the way this will be calculated. The changes are designed to improve the fairness of the levy, but will inevitably lead to winners and losers and for some schemes, the change in levy will be very significant.

    We’ll be looking at the impact of the PPF’s proposals and what actions trustees and employers can take to reduce their levy.
  • Reduce Friction and Cut Compliance Costs with Digital ID Verification
    Reduce Friction and Cut Compliance Costs with Digital ID Verification Joe Bloemendaal, Vice President, Sales EU, Mitek Systems; Chris Phillips, Compliance Department, Gain Capital Oct 25 2017 2:00 pm UTC 45 mins
    The latest EU Anti-Money Laundering directive will significantly increase the frequency with which financial service providers need to conduct ‘Know Your Customer’ (KYC) checks. To maximise the effectiveness of digital transformation initiatives, financial services and other regulated industries must find effective digital identity verification solutions.

    Current methods for identity verification checks place an enormous cost burden on banks, payments processors, and lenders, as most methods rely heavily on manual processes. Furthermore, these processes are cumbersome for users, driving away potential customers.

    Figuring out how to balance the competing needs of compliance and costs against the expectations of today’s digital native users is key to any financial service provider looking to win and retain new customers.
  • BPI Iberia Fund - 3rd Quarter 2017
    BPI Iberia Fund - 3rd Quarter 2017 Paulo Oliveira (Fund Manager) Oct 25 2017 2:00 pm UTC 45 mins
    BPI Iberia invests in listed Portuguese and Spanish equities or equity related assets which offer upside potential.

    The fund aims to beat the benchmark over a reasonable time frame through an active management approach.
  • BPI Africa Fund - 3rd Quarter 2017
    BPI Africa Fund - 3rd Quarter 2017 Teresa Pinto Coelho (Fund Manager) Oct 26 2017 2:00 pm UTC 45 mins
    BPI Africa is an Equity UCIT III fund that invests in companies with significant operations located in Africa, without any country or sector restrictions.

    The fund aims to provide the investor with direct access to markets with high growth potential and that are not directly reachable to most of them, in the African continent.
  • Shifting Mindset on Cloud Security Controls
    Shifting Mindset on Cloud Security Controls 451 Analyst: Fernando Montenegro, Cloudvisory Speaker: Richard Eisenberg Oct 26 2017 6:00 pm UTC 60 mins
    “The traditional mindset of ‘lift & shift’ is sub-optimal. Perimeter security controls don’t need to go away, but organizations need to utilize Cloud-Native controls for micro-segmentation and stronger security of cloud resources” Source: 451 Research

    In this webinar, Fernando Montenegro, Information Security Analyst of 451 Research and Richard Eisenberg, VP Client Development of Cloudvisory will outline how companies can successfully transition to optimal Micro-segmentation and Security Orchestration in cloud, hybrid cloud, and multi-cloud environments. Done correctly, this will speed up dev-ops, greatly improve security and lower operational costs.

    1. Understand network security concepts in cloud environments, including difference between perimeter and workload controls.
    2. Learn the benefits of integration between workload security controls and DevOps processes.
    3. See Cloudvisory's approach to workload security with a demo covering key use cases such as discovery, orchestration, micro-segmentation, and auto-remediation.

    About Cloudvisory:
    Cloudvisory continuously discovers and visualizes multi-cloud infrastructures across providers like AWS, Azure, OpenStack...in real-time. It orchestrates and provisions immutable security policies with 24x7 audit and compliance.
  • Digital Coin Offerings: Recent SEC Guidance and Tax Considerations
    Digital Coin Offerings: Recent SEC Guidance and Tax Considerations Morrison & Foerster's Joshua Klayman, Jay Baris, Alfredo Silva, Daniel Kahan and Shuikay Hung Oct 31 2017 4:00 pm UTC 90 mins
    Token sales, also known as ICOs, represent a new capital-raising method that is being explored by a variety of companies in the market. In the past few months, the US Securities and Exchange Commission (SEC) has provided guidance concerning token sales. Although the SEC did not declare that all digital tokens constitute securities, it cautioned that certain tokens may be securities and that existing securities frameworks apply to token sales, notwithstanding that digital tokens may be distributed via distributed ledger technology.

    In addition, the IRS has published guidance relating to tokens that are “convertible virtual currencies” and has indicated that such tokens generally are treated as property for US federal income tax purposes.
    Token sales, and the legal and regulatory landscapes in the US and around the world with respect to digital tokens, continue to evolve.

    This webinar will explore the current legal, regulatory and tax landscape relating to token offerings and will consider the following:

    •What are digital tokens and how are they typically used and sold?
    •What guidance has the SEC provided regarding token sales, and what is the significance of that guidance?
    •What guidance has the IRS provided regarding tokens and what tax considerations are relevant to tokens and token sales?
    •What are some of the other legal matters that token issuers and their counsel should be aware of when contemplating launching token sales?
  • Getting the Most from Big Data: The Benefits of Partnering with a DBaaS Provider
    Getting the Most from Big Data: The Benefits of Partnering with a DBaaS Provider Jim Curtis 451 Research, Steve Croce, Product Manager for ElasticSearch and DBaaS Object Rocket Oct 31 2017 6:00 pm UTC 60 mins
    Clearly, the onslaught of data, particularly big data, continues to cause many organizations to look for new ways in which to store, analyze, and manage that data. Cloud computing from public cloud vendors is often one place in which enterprises turn. Traditionally deployed and managed on-premises, databases are the lifeline of many enterprises. And while the cloud is appealing for a number of reasons, there are still questions on the minds of many organizations in choosing the right cloud partner to manage their database in the cloud.
  • Why can't my business be seen on Google Maps or Local Results?
    Why can't my business be seen on Google Maps or Local Results? Nick Gomez & James Barber (Co-Head of SEO & Senior Account Manager) Nov 7 2017 11:00 am UTC 60 mins
    Local SEO is more important than ever, with Google increasingly favouring local search results and allocating a significant portion of the search engine results page to the local 3 pack (a Google Map entry featuring 3 local businesses).

    At Go Up we make sure that your business receives the local visibility it deserves, wherever your target market is in the UK.
  • The 3 Pillars of Social Selling. Part 2: Creating Super Social Content For Sales
    The 3 Pillars of Social Selling. Part 2: Creating Super Social Content For Sales Daniel Disney Nov 7 2017 11:00 am UTC 60 mins
    This 3 part webinar series will give show you the 3 key pillars to achieving social success in sales. Learn how to create the ultimate profile, build a winning personal brand, create great and consistent content and build a winning strategy. The final session will be packed with the best industry tips and tricks to make social work for you.

    Part 2 - Creating Super Social Content For Sales Professionals

    Content creation isn't for everyone and this webinar will help anyone create and curate great content to help attract and build relationships with your prospects and customers. From writing blogs to finding content to share, this will help even those who aren't natural writers utilise content to create sales opportunities.
  • Presenting a code of conduct for the crowdfunding industry in Europe
    Presenting a code of conduct for the crowdfunding industry in Europe Francesca Passeri, ECN and Chrisin Friedrich, Innovestment Nov 7 2017 12:00 pm UTC 30 mins
    “Building a code of conduct for the crowdfunding industry in Europe: ideas, key elements and implementation ”

    Join our 30 min webinar on the 7th of November 2017 – 13:00 CET.

    One of the main challenges the crowdfunding industry has been facing since its beginning is its own professionalization. A code of conduct is a key aspect of this process. ECN together with is Board members has been working on one over the past two years and wants now to share it with you to get feedback and further inputs for its implementation.

    Join us in the this webinar where Christin Fredrich, CEO of Innovestment and ECN Chairwoman of the Board, will present and discuss the implementation of the code of conduct together with Francesca Passeri, ECN Project Manager.

    In this session you will:

    -learn the basic principles of the ECN Code of Conduct
    -understand how it can be implemented
    -discuss how it can be improved.
  • Engaging Your Employees
    Engaging Your Employees Eugenie Biddle, NS&I and Jess Hardy, The Team Nov 8 2017 10:00 am UTC 45 mins
    It is estimated that disengaged employees cost the UK economy £64bn through lost productivity, poor service delivery, and reduced discretionary effort. So consider the impact employee engagement makes to your bottom line, human and financial resources. What could be the positive impact engaged employees have on operational performance and profit? How can you leverage a compelling employer brand to ensure you attract the right talent for the right jobs? And how do you use internal communications to effectively inform, engage and inspire employees to thrive?
    Getting the brand right on the inside of the business will help maximise the brand on the outside. But it requires strategy and tactics to work together in harmony to create an employer brand consisting of loyal internal brand ambassadors, which in turn will have a positive effect on your company.
  • MiFID II and Call Recording Compliance
    MiFID II and Call Recording Compliance Alick Smith | Rhian McPhail Nov 8 2017 10:00 am UTC 30 mins
    MifID II is coming this webinar will cover off what you need to know from a call recording perspective.
  • Best Practices in Global Risk Management
    Best Practices in Global Risk Management Frank Cirillo, Dun & Bradstreet and Jack Scarpelli, Xerox Corporation Nov 8 2017 4:00 pm UTC 45 mins
    Join our webinar led by Frank Cirillo, Sr. Consultant Advanced Analytics, Dun & Bradstreet and Jack Scarpelli, VP North America Credit Risk Officer, Xerox Corporation. In this session, Frank and Jack will be discussing the growing trends toward globally consistent risk management, the barriers many face and steps that can be taken to overcome those barriers. As companies shift from decentralized, judgmental, manual procedures to a centralized, statistically-based, automated process, they will discuss the positive impact on KPIs and how to make it less overwhelming to execute on a global strategy.
  • Emotional Intelligence in Sales
    Emotional Intelligence in Sales Jim Rees Nov 14 2017 11:00 am UTC 60 mins
    We are used to regard intelligence in terms of rational and logical thinking, the ability to reason and analyse based on pattern recognition, facts and data. However, there are also other kinds of intelligence.
    One type of intelligence is so-called emotional intelligence which in many ways is related to what we typically know as empathy.
    Emotional intelligence is the ability to interpret other people’s feelings and emotions based on what they say and do but also based on body language, habits, etc.