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Finance

  • The Algorithmic Retail Bank - How to be a leader
    The Algorithmic Retail Bank - How to be a leader David Rosen, Digital Transformation Technologist & Strategist & Shawn Rogers, Sr. Director-Analytic Strategy, TIBCO Software Recorded: May 17 2018 60 mins
    Depth and complexity of regional and global banks places an even higher level of urgency on algorithmic enablement than on other financial institutions.

    Join TIBCO’s strategy leaders David Rosen and Shawn Rogers for a discussion of the latest trends and capabilities required for financial services leadership. Four major themes define the algorithmic imperative:

    - Customer differences highlight the importance of deep and nuanced understanding of segments, propensities for action, engagement preferences and sensitivities to pricing
    - Channel and evolution forces banks to think analytically with respect to the investments they make in reshaping their distribution networks
    - Customer expectations with regard to experience require smarter processes both at the point of engagement and at the back-end decision systems that power the journeys
    - Wide product breadth forces banks to take individual approaches to design, recommendation and pricing

    Learn how each theme is affected by organizational leadership, strategic business initiatives and the underlying data science that enables the transformation towards becoming an Algorithmic Bank.

    Register now to learn how TIBCO’s solutions can help you become an Algorithmic Retail Bank!
  • AI – Warriors and Weapons
    AI – Warriors and Weapons Dr. Umesh Hodeghatta Rao, CTO, and Umesha Nayak, CEO, Nu-Sigma Analytics Labs Recorded: May 17 2018 53 mins
    Artificial Intelligence, Machine Learning, Deep Learning are the buzz words across the globe today. Businesses, as well as people, are trying to make out if it is simply hype or not. While there is hope there is also gloom somewhere, as far as AI is concerned. There is a lot of work to be done to ensure effective and valid deployment of AI solutions.

    Today’s AI concern is Frameworks and toolsets to manage the entire lifecycle in an integrated manner to ensure dependable results - which is the burgeoning need for AI to move forward. In this discussion, we will be focussing on some of the important challenges faced with respect to resources, frameworks, tools, and techniques for implementing AI and also the direction it is trending towards.
  • From BI to AI
    From BI to AI Naser Ali, Head of Solutions Marketing, Hitachi Vantara Recorded: May 16 2018 38 mins
    Business intelligence is evolving from traditional look-back analysis to forward-thinking prediction and prescription. Join Naser Ali of Hitachi Vantara in this webinar where he'll cover the following concepts:

    - Understanding why AI isn’t an academic pursuit or anything like traditional analysis
    - Why the value of AI comes from developing whole new processes
    - What to expect and when on the journey to predictive and prescriptive outcomes
    - A skills and infrastructure checklist
    - Plus: Gotchas - spotting the pitfalls and roadblocks
  • Steps to successfully manage your IP in China
    Steps to successfully manage your IP in China Ian Harvey from Tsinghua University, Beijing & Imperial College Business School, London Recorded: May 16 2018 57 mins
    Over the last 10 years, China has evolved from a cheap manufacturing engine to one of the worlds largest patent filers. With initiatives like 'Made in China 2025,' we are seeing China set clear goals, moving away from imitation to strategic innovation.

    So what does this mean for your business? Should you see China as a threat or an opportunity? And how can you take advantage of this IP and innovation powerhouse in the future? PatSnap is pleased to welcome back Ian Harvey from Tsinghua University, Beijing & Imperial College Business School, London to share how he thinks many businesses should be managing the opportunities China's innovation holds.

    Other themes explored in this webinar include:

    - What Chinese innovation means for your intellectual property
    - How to track current and emerging competitors in the market
    - What IP litigation in China is really like
  • Open Banking: Beyond Compliance
    Open Banking: Beyond Compliance Nick White, VP, Product & Marketing, FinKit Recorded: May 16 2018 24 mins
    •Open Banking is the start of a new pace of change. The race to get compliant with PSD2 is really a race to the starting line.
    •Open Banking is more than a compliance project. It is a massive opportunity to integrate financial services into consumers everyday lives.
    •Making the most of the opportunity requires Banks to think beyond Day 1 compliance and set themselves up to stay compliant while freeing up resources to maximise the opportunity of Open APIs.
    •In this session, Nick White, VP at FinKit will explore Open Banking use cases and the capabilities and operating models required to win in this exciting new phase of Open Banking.
  • Enhancing GDPR Compliance: How to Obtain Consent with DocuSign
    Enhancing GDPR Compliance: How to Obtain Consent with DocuSign Tom Wilson and Iain Jones of DocuSign, Paul Day of Filestream Recorded: May 16 2018 26 mins
    Under the GDPR, consent must be obtained in an understandable and easily digestible format, using clear and simple language. By offering people genuine choice and control over how you use their data, it helps you build trust and enhance your reputation.

    The problem for a lot of businesses is that their legacy systems usually don’t document the level of data required to prove that a valid, unambiguous consent or contractual acceptance was obtained. Manual processes and paper plague the most common transactions and introduce friction in the moments that matter most to their business.

    Whether acquiring consent from new customers or renewing consent from your existing database, you can do so with DocuSign’s secure and user-friendly solution. Attend this webinar to:

    - Learn how DocuSign's eSignature solution can help customers collect consent to demonstrate compliance
    - See a demo of DocuSign's consent-capture process, with built-in documentation and tracking
    - Hear from Filestream's Technical Director on how the company is using DocuSign for GDPR purposes
  • S2 08 - Diversity in Insurance and the Essential Topic of Men
    S2 08 - Diversity in Insurance and the Essential Topic of Men Julia Streets Recorded: May 16 2018 35 mins
    Josh Brekenfeld, Oversight Manager, Lloyds of London, and Jemima Jefferson, Inclusion and Diversity (I&D) consultant and Mental Health First Aid National Trainer with Mental Health First Aid England, explore the question of LGBT and D&I progress from the perspective of one of the City’s oldest financial institutions, and how to accelerate the pace of change. On this podcast we take our first foray into the essential topic of mental health, offering practical advice for corporates to help employees.
  • Asia's ESG Evolution: Leadership and Opportunity
    Asia's ESG Evolution: Leadership and Opportunity Robert Horrocks, PhD, Chief Investment Officer and Portfolio Manager and Vivek Tanneeru, Portfolio Manager Recorded: May 15 2018 50 mins
    For investors interested in environmental, social and governance (ESG) strategies, a regionally diversified approach can help capture global growth. Across Asia, the ESG landscape is rapidly evolving, creating enormous opportunities for companies that can provide goods and services that improve quality of life while addressing social, economic and environmental challenges.

    Please join an exclusive webcast with Matthews Asia Chief Investment Officer Robert Horrocks, PhD, and Portfolio Manager Vivek Tanneeru for an interactive discussion on:

    - The evolution of ESG opportunities
    - How Asia is primed to serve as a hub for ESG leadership and innovation
    - Why a bottom-up active approach is important when considering ESG investments
  • How strategic VCs are priming healthcare startups for success
    How strategic VCs are priming healthcare startups for success Daniel Galles, Partner, Providence Ventures Recorded: May 15 2018 61 mins
    The healthcare system feels as though it’s years behind, compared to other consumer-dominated industries, and for good reason. Fluctuating payment models, care structures, patient journeys, and shifting relationships between patients and their physicians have complex, ever-shifting barriers to implementing innovative solutions – and do it at scale.

    But the potential to disrupt healthcare with innovative solutions and technology at scale is huge. It just takes an astute venture capital partner who can help you navigate the complexities, paired with your own healthcare expertise. Join this webinar to learn how VC partnerships can help you navigate through the regulations and complicated nature of healthcare, and get your startup thriving.

    By attending this webinar, you’ll:

    * Learn what it takes for a startup to be successful in the highly complex and regulated healthcare industry
    * Gain perspective from established health tech CEOs
    * Understand the importance of having a strategic VC in an industry like healthcare
    * See what VCs are looking for in the healthcare and health tech categories

    Speakers:

    * Mike McSherry, CEO of Xealth
    * Daniel Galles, Partner, Providence Ventures
    * Stewart Rogers, Analyst-at-Large, VentureBeat
    * Rachael Brownell, Moderator, VentureBeat

    Sponsored by Providence Ventures
  • Secrets of Successful Sales. Pillar 2: Sales Process
    Secrets of Successful Sales. Pillar 2: Sales Process Alison Edgar Recorded: May 15 2018 48 mins
    Over three webinars, Alison will share her Secrets to Successful Sales focusing on her Four Key Pillars of Sales methodology. Alison will teach you the strategies and processes she used to build her own business and become One of the UK’s Top 10 Business Advisers.

    If you want to hit target? Or better yet, exceed target? Maybe even grow a business? Then you need to tune into these webinars with Alison Edgar, The Entrepreneur’s Godmother.

    Webinar 2: Pillar 2: Sales Process

    Like anything else, sales is a process. Following the process helps to maintain quality and prevents you from making the old age mistake of ‘selling too soon’. You will never sell to everyone, even Apple haven’t figure out how to do that, but if you know the sales process you will certainly sell to a lot more. I genuinely believe when delivered correctly, sales and customer service are exactly the same thing. That’s why, my sales process shows you how providing great customer service can help you seal the deal.
  • Open Banking: Prioritise Privacy and Build Trust
    Open Banking: Prioritise Privacy and Build Trust Nick Caley Head of Financial Services & Regulatory ForgeRock Recorded: May 10 2018 52 mins
    Regulations like Open Banking, PSD2, and GDPR are an opportunity to reconsider your relationship with your customers. With breaches, data leaks, and the careless use of personal data constantly in the headlines, the need for trust is at an all time high. You need to prioritize privacy and make it a competitive differentiator in order to enable personalized products and services.

    In this webcast, Nick Caley, VP of Financial Services and Regulatory at ForgeRock will cover:

    * Current consumer attitudes and preferences around privacy and consent

    * The critical role of identity in building a trusted relationship with your customers

    * How the ForgeRock Identity Platform can help with consent management and strong authentication

    * Modern solutions including the Profile and Privacy Management Dashboard and User-Managed Access standard
  • AI and Industry 4.0: The new Predictive Maintenance
    AI and Industry 4.0: The new Predictive Maintenance Alessandro Chimera, Industry Consultant, TIBCO Software Recorded: May 10 2018 26 mins
    Maintenance affects the total efficiency of the factory. What maintenance strategies increase it and reduce the downtime costs?

    Using machine learning, you can prepare a model of your factory, identify normal and abnormal states, then watch real-time sensor data to predict degradation and intervene to avoid inefficiency and downtime.

    The webinar will cover:
    ●The newest strategies and how to anticipate problems using machine learning
    ●A real case where TIBCO Software helped a manufacturer save 10% on maintenance costs
  • Cash in at scale on the esports explosion
    Cash in at scale on the esports explosion Dean Takahashi, Lead Writer, GamesBeat Recorded: May 9 2018 60 mins
    The esports market is on fire. Last year 43 million people watched the League of Legends world championships, a multiplayer fighting game. And it's not a niche market of teenage boys in basements. A recent report found that 31 million people watch esports tournaments in the U.S., and more than double that -- 68M -- in China.

    And the question is -- how do you monetize that at scale?

    Look to the wild success of the Asia-Pacific esports companies. The companies who stage events like China’s 2017 Riot Championships, which posted more than 32 million viewers, have been able to compel customers to actually pay to view content, and even tip players, with the right streaming and payment technologies.

    Don’t miss this VB Live event for keen insights from leaders in the space on how U.S. companies can effectively operate globally or begin to expand globally. You’ll learn how to confront the challenges that scaling your audience can pose and improve it, from west to east, as you look to capture more of the global audience opportunity.

    Register now for free.

    You’ll learn about:
    * The opportunities provided by the growth in the esports streaming content market
    * What's causing the streaming content surge and market growth
    * The technology making this explosive esports growth possible on a global scale
    * Confronting the problems around scale in markets like China and elsewhere

    Speakers:
    * Dean Takahashi, Lead Writer, GamesBeat
    * Johannes Waldstein, CEO, FanAI Inc.
    * Roc Harry, Relationship Director, Worldpay
    * Carter Rogers, Senior Analyst, SuperData Research

    Sponsored by Worldpay
  • Effective FTO searches: How to lay good groundwork before outsourcing
    Effective FTO searches: How to lay good groundwork before outsourcing Dylan O. Adams: Senior patent attorney & Amazon best-selling author Recorded: May 9 2018 52 mins
    Conducting thorough freedom to operate (FTO) searches is an essential part of R&D and IP strategies for many companies. Outsourcing searches to external professionals can be highly effective but can come with its own list of risks and costs.

    So what are the ways you can lay the most effective freedom to operate searching foundations, before contacting a legal professional for their advice?

    PatSnap will be joined patent attorney, and Amazon bestselling author Dylan Adams, for an insightful webinar into how you can lay the most effective groundwork throughout your FTO search, whether you're using an in-house counsel team or an external law firm.

    This webinar will explore key themes including:

    - Where to get started with an FTO search
    - How to effectively communicate your invention to an attorney
    - What an attorney needs to make their searching faster and more effective
  • The practical reality of data privacy in large enterprises
    The practical reality of data privacy in large enterprises Jason McFall, CTO, Privitar Recorded: May 8 2018 13 mins
    Many traditional enterprises - banks, telcos, retailers, pharma companies, government organisations - are complex in their makeup, and this complexity extends to data and how data is used.

    This video, from In:Confidence 2018 features Privitar CTO Jason McFall discussing the early days of big data. How organisations collected and stored all and any information, because it wasn’t yet clear how useful it could be, or what the possible uses might be in the longer term. Practices like this created vast and murky data swamps, upping the risk of data breaches and making regulatory compliance harder to manage.

    So, rather than risk significant privacy breaches and the associated fines, many are choosing to play it safe by simply not using data at all. This is risky business too because companies will inevitably miss out on huge opportunities to innovate, create competitive advantage and stay relevant in a fast paced world.

    This session covers what enterprises should be doing with regards to privacy, including:

    - Data minimisation
    - Controlling datasets
    - Standardised privacy policies
    - Automating processes
    - Provisioning data for analytics
  • The Missing Link: Measuring the Impact of Sales Enablement on Sales Performance
    The Missing Link: Measuring the Impact of Sales Enablement on Sales Performance Mike D’Angelo, Sales Director, Qstream Recorded: May 8 2018 42 mins
    For many organisations, there’s a persistent gap between sales enablement and selling – one that makes it difficult to connect the influence of training and technology investments to the business results sales leaders care about most.

    During this session, we’ll discuss a new approach to aligning performance, productivity and proficiency that brings sales leadership and sales enablement pros together, aligned to a set of shared metrics and business outcomes.

    -The common pitfalls of traditional sales enablement
    -Why proficiency can be your secret weapon in driving performance
    -The build vs. buy argument of sales development

    About your presenter:

    Mike D’Angelo is responsible for enterprise sales at Qstream, with a focus on helping customers drive sales performance, productivity and proficiency for better results. Mike is an experienced sales professional who has held positions at SAVO Group, IBM, Microsoft, Novell and TrendMicro. With two Bachelor of Science degrees under his belt, Mike can apply an analytical and data-driven mindset to his sales approach, and his results have been recognised through numerous sales performance and President’s Club awards.
  • Chatbots - an Insurer's personal assistant
    Chatbots - an Insurer's personal assistant Frank Neugebauer, CTO, Genpact Insurance Practice Recorded: May 3 2018 8 mins
    Chatbots can be used to dramatically improve the effectiveness of a carriers internal staff. By freeing that staff from a majority of administrative tasks and providing them timely information, staff can focus their time on servicing existing and potential clients. This will have a positive impact on policy renewals, client satisfaction, and work volume.
  • Improve Decision Making with Embedded Analytics
    Improve Decision Making with Embedded Analytics Simon Ellis, Program VP - Supply Chain, IDC MfG Insights, Lorenzo Veronesi, Research Mgr, IDC and Mark Morley, OpenText Recorded: May 2 2018 63 mins
    You need full visibility into your supply chain to take the optimal course of action for your business. And, you can derive actionable intelligence from your supply chain by applying embedded analytics to your B2B transactions. This enables more informed business decision-making and improved performance.

    Watch this webinar on demand featuring IDC supply chain experts Simon Ellis and Lorenzo Veronesi to learn:

    How embedded analytics can provide deeper supply chain intelligence
    The important benefits gained by applying the VUCA (volatility, uncertainty, complexity and ambiguity) management theory to a supply chain analytics environment
    How to extract maximum value from analytics for your supply chain operations
  • Chris Wylie: Inside the Facebook & Cambridge Analytica story
    Chris Wylie: Inside the Facebook & Cambridge Analytica story Chris Wylie, Cambridge Analytica Whistleblower & Harry Davies, Writer & Journalist, The Guardian Recorded: May 2 2018 51 mins
    Few names are more central and more important to the Facebook / Cambridge Analytica privacy story than Chris Wylie.

    Over the last 5 years, Chris's path as a data scientist lead him from his native Canada, to the head of research at SCL Ltd - a contractor developing military ‘information operations’ for the US and UK - to the top of a (then) little-known company named Cambridge Analytica.

    It was at Cambridge Analytica that he met Steve Bannon and began helping to pioneer their 'propoganda machine' designed to use social media to propel Donald Trump to the presidency in the 2016 election. To train the machine, they first concentrated it on the Brexit vote.

    This year, Chris came forward as the key whistleblower in the case and we were delighted to host him speaking on stage at In:Confidence 2018.

    Chris was joined for the extended interview by leading data privacy journalist and former Guardian and Observer Researcher Harry Davies, renowned for breaking the original story back in 2015. The pair took a deep-dive into the news storm that brought data privacy roaring onto the front pages, and became a pivotal moment in the public’s digital consciousness.

    Exclusive to BrightTALK, this session features Chris Wylie the man at the centre of the Facebook / Cambridge Analytica data privacy scandal giving the inside view; how we got to where we are now and suggesting what the industry can do moving forwards to prevent another damaging privacy breach.
  • How Simplifying Your Food and Beverage Vehicle Program Pays Off
    How Simplifying Your Food and Beverage Vehicle Program Pays Off Valerie Myer Recorded: May 2 2018 33 mins
    In the constantly shifting marketplace of food and beverage, efficiencies are far from the only challenge. One way to mitigate major operational challenges of today’s industry? Combining effective technology with a manageable vehicle program. Join Valerie Myer and our guest speaker from US Foods, Irene Sanchez, to learn what your company can do to meet these challenges head on and come out on top!
  • Lease Accounting Compliance - The Time for Outcomes is Now
    Lease Accounting Compliance - The Time for Outcomes is Now Saurabh Gupta-Chief Strategy Officer,HfS|Jay Scanlan, Head of Growth Ecosystems,Genpact|Michael Keeler, CEO, LeaseAccelerator Recorded: May 2 2018 62 mins
    The initial deadlines for the new lease accounting standards are less than a year away. Yet most companies are just beginning their leasing accounting projects, having been focused on revenue recognition for most of the past twelve months. With an extension of the compliance deadlines by IASB or FASB unlikely, companies will have to decide fast what strategies they should take to get ready to comply by this year end.

    Join this webinar to hear an expert panel of thought leaders from HfS Research, Genpact, and LeaseAccelerator discuss:
    • What updates to processes, systems and controls will be needed to achieve compliance?
    • How can new technologies and delivery models be used to accelerate the project?
    • How can accounting organizations minimize project costs and realize optimal ROI and outcomes from the project?
  • BRC & PwC Webinar: Why is Retail Productivity such a Hot topic?
    BRC & PwC Webinar: Why is Retail Productivity such a Hot topic? Lorna Ward, Retail Partner, PwC & Rachel Lund, Head of Retail Insights & Analytics, BRC Recorded: May 2 2018 37 mins
    Productivity in retail is hot right now, but often thought about with a one dimensional, cost savings lens. In fact, better results tend to be achieved when everyone in the value chain has visibility of problems in order to develop collaborative solutions.

    Join us for this webinar where BRC and PwC experts discuss the topic, share a client case study in detail and answer your questions.
  • Diversity: Pay, Progression and Gender
    Diversity: Pay, Progression and Gender Hilary Cooper Recorded: May 2 2018 47 mins
    In this webcast Hilary Cooper from the Finance Foundation will introduce and discuss our recent survey on diversity in the workplace which covered issues surrounding pay, progression and gender.
     
    She will also provide some context on these issues and why ​they ​persist, and ​offer some reflections on what more might be done ​going forward to help our female membership.

    Hilary Cooper - Associate Director, The Finance Foundation
     - after a short period as a banking intern​ at the start of her career​, Hilary​ joined the civil service, working for more than 20 years as a government economist and senior policy maker, also acting as an adviser and trustee for the youth charity Theatre Is...from 2008-12.  ​After leaving to begin her freelance career she published  'Putting Customers First'  a report on retail finance regulation for Demos​ ​Finance in 2014, followed in 2016 by​ a major report for the Finance Foundation:​  “When I’m 84” Locking the door on the older old: the challenge facing Britain’s banks looking at financial exclusion in older age.
     
  • Chris Wylie: Inside the Facebook & Cambridge Analytica story
    Chris Wylie: Inside the Facebook & Cambridge Analytica story Chris Wylie, Cambridge Analytica Whistleblower & Harry Davies, Writer & Journalist, The Guardian Recorded: May 2 2018 51 mins
    Few names are more central and more important to the Facebook / Cambridge Analytica privacy story than Chris Wylie.

    Over the last 5 years, Chris's path as a data scientist lead him from his native Canada, to the head of research at SCL Ltd - a contractor developing military ‘information operations’ for the US and UK - to the top of a (then) little-known company named Cambridge Analytica.

    It was at Cambridge Analytica that he met Steve Bannon and began helping to pioneer their 'propoganda machine' designed to use social media to propel Donald Trump to the presidency in the 2016 election. To train the machine, they first concentrated it on the Brexit vote.

    This year, Chris came forward as the key whistleblower in the case and we were delighted to host him speaking on stage at In:Confidence 2018.

    Chris was joined for the extended interview by leading data privacy journalist and former Guardian and Observer Researcher Harry Davies, renowned for breaking the original story back in 2015. The pair took a deep-dive into the news storm that brought data privacy roaring onto the front pages, and became a pivotal moment in the public’s digital consciousness.

    Exclusive to BrightTALK, this session features Chris Wylie the man at the centre of the Facebook / Cambridge Analytica data privacy scandal giving the inside view; how we got to where we are now and suggesting what the industry can do moving forwards to prevent another damaging privacy breach.
  • Strategies for Monetising Open Banking
    Strategies for Monetising Open Banking Roger Vincent, Head of Partner Innovation, Equifax; Nick Cabrera, Director, Finance Edge Recorded: May 2 2018 38 mins
    Roger Vincent, Head of Innovation with Equifax will share his insights on making the most of Open Banking and his lessons learned along the way.

    In this webinar Roger will talk about:

    * How increased use of open APIs is likely to shape the financial services market, why challenger banks are making headway, the big banks are building partnerships and the impact of APIs among payment service providers.
    * Activities banks need prioritise in the wake of Open Banking; starting with compliance & legal issue and why they need to assess time/resources carefully before trying to deploy solutions.
    * Which strategies are likely to thrive in the new environment and how regulatory compliance can quickly be turned into competitive advantage to commercialise Open Banking.
    * Overcoming security and privacy concerns associated with data sharing and the implementation of GDPR.
    * Strategies to encourage customer engagement by using Open Banking applications to enrich user experience to create long term value over short term revenue.
  • The Death of the B2B Salesperson
    The Death of the B2B Salesperson Mike Wilkinson – MD of Advance May 22 2018 10:00 am UTC 60 mins
    In this webinar, Mike reflects on Forrester’s forecast that 1 million US B2B salespeople will lose their jobs by the year 2020 and how disruptive technology is changing the game. Do you have the right sales model and skills to adapt? He will discuss what customers are demanding, plus the skills and behaviours required for B2B sales professionals to thrive.
  • Banks, Businesses and Brexit: Issues of trust, priorities and challenges
    Banks, Businesses and Brexit: Issues of trust, priorities and challenges Roger Mullin & Michelle Thomson May 22 2018 12:00 pm UTC 60 mins
    The aim of this webinar is to identify key issues of trust and priorities for banking professionals in the context of Brexit and wider cultural challenges.

    It is primarily based on recent research conducted by Roger & Michelle into Brexit & Business where 236 business leaders were interviewed. It also draws upon the wider experience of the speakers in investigations of cultural issues surrounding the finance sector.

    Some aspects of the issues to be discussed will be highly topical and even controversial. For example, we will discuss the extent to which banks are trusted by business customers facing the challenge of Brexit. Participants should be willing therefore to engage in critical reflection regarding business behaviour and ethical responsibility.

    The overall intent of the webinar is not to provide definitive solutions, but to raise different perspectives on very challenging issues for the finance sector.

    Speakers

    Roger Mullin has worked internationally for agencies such as the World Bank, many United Nations agencies and directly with governments. He is an Honorary Professor at Stirling University Management School.

    He has addressed many audiences including a United Nations conference in Geneva. He is a former Member of Parliament, where he was a treasury spokesman and leader of a number of parliamentary campaigns relating to ethics and culture in the finance sector.

    Michelle Thomson is also a former Member of Parliament where she was a member of the Business, Energy and Industrial Strategy Select Committee, in which capacity she led the interrogation of Sir Philip Green following the collapse of BHS. After leaving parliament she was appointed Ambassador for the All Party Parliamentary Group for Fair Business Banking. She is one of only a few western politicians to have spoken to an audience of politicians and business leaders at The Great Hall of the People at Tiananmen Square, Beijing.

    Roger & Michelle are founding directors of Momentous Change.
  • Travel & Expense: Ein integrierter Ansatz
    Travel & Expense: Ein integrierter Ansatz SAP Concur Expert May 22 2018 1:00 pm UTC 45 mins
    - Lernen Sie, wie einfach es ist, eine Geschäftsreise mit SAP Concur zu buchen

    - Wie Sie als Manager einen unmittelbaren Überblick über die Buchungen Ihrer Mitarbeiter haben und nachvollziehen können, ob sie die Reiserichtlinien befolgen

    - Wie Ihre Geschäftsreisenden Reisekosten mit ExpenseIt mühelos erfassen und automatisch richtig aufschlüsseln
  • [Panel] The New Business Models & Technologies that Drive Family Offices
    [Panel] The New Business Models & Technologies that Drive Family Offices Marc DePaul, Stephen Wall, Michael L. Kalscheur May 22 2018 3:00 pm UTC 60 mins
    While Family Offices do rely extensively on the human touch to create and nurture relationships, technology can enable humans to do jobs that need to be done but still low-value.

    Indeed, this is becoming a selling point, but how can you know what tech is worth it vs. what tech is just fun to say you have?

    Further, what new business models exist that are driving value for clients?

    This webinar will explore;
    * Future tech that will enable increased output: BlockChain, AI & Automation
    * Non-office technology that enables human connection: health & travel hacks
    * What the best Family Offices are using to service their clients
    * How to identify where you can be more efficient in your operations

    You'll leave this webinar with an understanding of what technology exists to streamline operations, cut your work in half, and make you physically able to work more effectively, and what new business models exist.

    Panellists
    Marc A. DePaul, J Jack Family Office
    Michael L. Kalscheur, CFP®, Senior Financial Consultant, Castle Wealth Advisors, LLC

    Moderator
    Stephen Wall, The Wealth Mosaic
  • Responding to a data breach
    Responding to a data breach Jim Steven - Head of Data Breach Services, Experian May 23 2018 8:00 am UTC 45 mins
    Jim Steven, Head of Data Breach Response, Experian talks through the key considerations for organisations when pulling together a consumer data breach response plan and draws out key insights and steps that can be taken, ensuring your organisation puts customers/employees at the heart of any notification response. Applying these key learnings means your organisation can confidently develop a plan and response team, in advance and understand responsibilities under EU GDPR.

    Know your threats. Prepare your plan. Recover trust.
  • Getting to Grips with the GDPR: How to Fast-Track Your Compliance
    Getting to Grips with the GDPR: How to Fast-Track Your Compliance Phil Lee, Partner at Fieldfisher and Jacqueline de Gernier, AVP at DocuSign May 23 2018 10:00 am UTC 30 mins
    The General Data Protection Regulation (GDPR) represents the most important data protection regulation change in 20 years. All companies processing and holding the personal data of subjects residing in the EU must comply once it comes into effect on 25 May 2018, regardless of location.

    One of the biggest changes is around obtaining consent to use personal data. The new requirements not only impact how businesses attain and renew consent but also introduce the need to record the details for auditing purposes.

    Hear from Phil Lee, Partner at Fieldfisher, who will discuss the key changes under the GDPR, the challenges facing businesses, and how digital tools like eSignatures can streamline your compliance.

    Join this webinar to understand:

    - The impacts of the GDPR on businesses
    - How to obtain and record consent in a compliant manner
    - How to re-procure suppliers with contracts that contain the terms of the GDPR
    - How digital tools can be part of a GDPR solution
  • Is your organisation fit for the future?
    Is your organisation fit for the future? Peter Meyler,Head of Workplace Consultancy, Barnett Waddingham May 23 2018 10:00 am UTC 60 mins
    The value created by employees in a healthy organisation is vital to achieving long-term sustainable business success. How healthy is your organisation? It could be time for a check-up.
  • GDPR: An Evolution, Not a Revolution
    GDPR: An Evolution, Not a Revolution Nicola Howell, Senior Compliance & Privacy Attorney at Dun & Bradstreet May 24 2018 11:00 am UTC 45 mins
    Feel prepared, not panicked, with our GDPR “need-to-knows” and tips for staying compliant beyond 25th May.

    Join our interactive session (part of the BrightTALK GDPR Deadline Day & Beyond Summit), to hear Nicola Howell, Senior Compliance & Privacy Attorney at Dun & Bradstreet, and Tash Whitaker, Head of Compliance at Moorcrofts LLP lead discussion on the following key topics:

    • Why the GDPR should be treated as an evolution, not a revolution, of current data protection laws

    • The crucial “need-to-knows” for compliance as the deadline approaches

    • Guidance on ongoing compliance monitoring and risk assessment – how to stay compliant past the 25th May deadline

    • Plus - live Q&A with our GDPR experts
  • GDPR: Cutting Through the Noise
    GDPR: Cutting Through the Noise Alex Jordan, Senior Analyst, ISF LTD May 24 2018 12:00 pm UTC 45 mins
    Data protection has always been important, but with the GDPR deadline looming and data sharing scandals shaking consumer confidence, securing personal data has never been more vital. The GDPR is leading businesses across the world to evaluate, and in many cases modify their data processing activities in line with upcoming law.

    So what if you’ve left it too late? What are the key steps you can take to work towards GDPR compliance, even after deadline day?

    Join us in this webinar with Alex Jordan, Senior Analyst at the Information Security Forum as he shares:

    -The ISF’s phased approach to GDPR implementation
    -Ways to determine the criticality of data and how to protect it appropriately
    -The urgent actions that a business can take to get GDPR compliance started
    -Common myths surrounding the GDPR, and guidance on cutting through the noise.
  • Understanding the SEC’s Guidance on Cybersecurity Disclosures and Compliance
    Understanding the SEC’s Guidance on Cybersecurity Disclosures and Compliance Scott Lesmes, Marty Dunn and Emily Beers - Morrison & Foerster May 24 2018 3:30 pm UTC 60 mins
    The US Securities and Exchange Commission (SEC) recently indicated it was intensifying scrutiny of public companies’ cybersecurity practices. In this webinar we will cover:
    - The latest SEC guidance on cyber risk disclosure and insider trading practices for public companies;
    - The impact of the guidance on public company disclosure regarding cyber risk disclosure;
    - Insider trading practices following the guidance; and
    - Recent SEC enforcement action regarding cyber risk disclosure.
  • CECL Planning & Implementation: Smaller, Less Complex Financial Institutions
    CECL Planning & Implementation: Smaller, Less Complex Financial Institutions C. Michael Baron, Erik Mahlke, and John R. Fleming with Experis May 24 2018 4:00 pm UTC 60 mins
    Issued by the FASB in 2016, the implementation dates for CECL (Current Expected Credit Loss) are approaching and it is essential that appropriate planning and implementation tasks start soon so that banks can be assured of meeting key milestones, most notable the objective of running parallel calculations for the year preceding the go live date. Proper CECL planning is a multi-discipline effort, requiring the time and effort of many of each bank’s accounting, risk and IT groups.
    This informative webinar will provide a practical overview of planning and implementation considerations facing smaller, less complex financial institutions, including coverage of the following topics:
    •Description of the CECL standard and comparison to the existing Incurred Loss Method (we will focus our discussion on the impact to the ALLL account)
    •Review of key planning and implementation tasks including guidance needed to establish timelines, key decisions that need to be made and how to leverage existing processes
    •Update on recent CECL developments including regulatory guidance on potential capital treatment and a description of the proposed auditing standard covering estimates

    Our presenters will share their perspectives and industry experience:
    C. Michael Baron (CIA, CISA, CFSA, AMLP)
    Regional Practice Director, Financial Services – Northeast

    Erik Mahlke
    Engagement Manager, Financial Services – Midwest

    John R. Fleming
    Technical Accounting SME, Financial Services - Northeast
  • GDPR: Compliance Now and in the Future
    GDPR: Compliance Now and in the Future Steve Durbin, Managing Director, ISF LTD May 25 2018 12:00 pm UTC 45 mins
    After month's of planning and mapping out GDPR compliance activities, IT and security leaders are now under pressure to ensure their organisation is compliant and remains compliant.

    In this webinar, Steve Durbin, Managing Director at the ISF, will share his insights into the next steps organisations should take when maintaining a GDPR compliance programme, to ensure a culture of security awareness is established and embedded across the enterprise, and what to do in the event of a breach.

    About the presenter:
    Steve Durbin is Managing Director at the Information Security Forum (ISF). His main areas of specialism include strategy, information technology, cybersecurity and the emerging security threat landscape across both the corporate and personal environments.
  • The Reality of Collaborative Banking
    The Reality of Collaborative Banking Head of Business Banking Barclays; Senior Manager, Business Model Innovation HSBC;Head of Digital Metro Bank; TIBCO Software May 29 2018 9:00 am UTC 60 mins
    Platform companies are taking over, and changing the way companies do business. And with Open Banking now on the horizon, banks cannot afford to sit back and not seize the opportunities available from collaboration.

    Panel discussion:

    Forecasting the impact of increased collaboration in banking
    What are the partnership features to look for in an over-crowded market?
    Creating a mutually beneficial relationship: what should each party bring to the table?
    Ensuring you have sufficient interoperability to deploy new technology in open banking
    Understanding the impact of Open Banking: what will the future role of the bank be?
    What strategies will be keep to retaining the customer interface?
  • Secrets of Successful Sales. Pillar 3&4: Sales Strategy and Confidence
    Secrets of Successful Sales. Pillar 3&4: Sales Strategy and Confidence Alison Edgar May 29 2018 10:00 am UTC 60 mins
    Over three webinars, Alison will share her Secrets to Successful Sales focusing on her Four Key Pillars of Sales methodology. Alison will teach you the strategies and processes she used to build her own business and become One of the UK’s Top 10 Business Advisers.

    If you want to hit target? Or better yet, exceed target? Maybe even grow a business? Then you need to tune into these webinars with Alison Edgar, The Entrepreneur’s Godmother.

    Webinar 3: Pillar 3&4: Sales Strategy and Confidence

    This webinar is split into two sections, strategy and confidence. Everyone needs a sales strategy, if you don’t know where you’re going, how are you supposed to know where to start? I’m going to the strategy that helped me become One of the UK’s Top 10 Business Advisers and got me to where I am today.
  • Practical tips for using patent data to track your competitors
    Practical tips for using patent data to track your competitors Christopher Ralph, Technical Training Expert at PatSnap May 30 2018 3:00 pm UTC 60 mins
    In a recent survey by Harvard Business Review, it was revealed that on average, only 23% of participants said they learned about a competitors innovation early enough to respond before it hit the market. Whilst competition is inevitable, there are strategies you can implement to decrease the risk they pose to your business.

    Join our upcoming webinar, hosted by Christopher Ralph as we explore how to successfully track the activities of your competitors using patent data. Other themes covered in this webinar include:

    • Identifying emerging players in your market
    • The benefits of keeping, or bringing your competitor tracking back in-house
    • Communicating competitor intelligence to colleagues
    • Competitors as opportunities, not just threats.
  • Everything An Issuer Needs to Know about Token Offerings
    Everything An Issuer Needs to Know about Token Offerings Dara Albright, Darren Marble May 31 2018 6:00 pm UTC 60 mins
    This is the must-view webinar for any company interested in launching a token offering. Listeners will gain a firm understanding of the types of token offerings, the differences between ICOs and STOs, the regulatory landscape, the costs involved as well as insight into the ecosystem of token buyers and advisors.
  • Why You Should Go Serverless with AWS and TIBCO
    Why You Should Go Serverless with AWS and TIBCO Chris Munns, Senior Developer Advocate - Serverless, AWS & Leon Stigter, Developer Advocate & Serverless Enthusiast, TIBCO Jun 5 2018 3:00 pm UTC 60 mins
    Serverless offers huge potential to transform the way businesses build and architect cloud applications. No need to provision infrastructure or deal with maintenance, updates, scaling, or capacity planning – simply upload your apps to Amazon Web Services (AWS) Lambda and everything required to run and scale your apps is automatically taken care of (including high availability).

    Join AWS and TIBCO to understand what a serverless architecture is all about and the benefits of running your apps in the serverless environment.

    What we’ll cover:
    - Serverless overview
    - Microservices to functions
    - When and where to use a serverless architecture
    - What TIBCO is doing to ease the transition to serverless
    - Cost savings and other benefits
  • How smart manufacturing is digitally redefining the automotive industry
    How smart manufacturing is digitally redefining the automotive industry Paul Mairl, Chief Digital Officer at GKN Metallurgy Jun 6 2018 3:00 pm UTC 60 mins
    In an age where technology and cars have never been more intertwined, experts believe the automotive companies that are leaders in the smart manufacturing race will be the ones who benefit from competitive advantages in the future. A recent survey of automotive companies by Capgemini’s Digital Transformation Institute revealed that 49% of automotive companies have invested over $250mn in smart factory innovation.

    The ability to integrate currently siloed systems throughout manufacturing processes with smart manufacturing techniques is clearly a move in the right direction. And of course, the integration isn’t just about software and connectivity tools, it's about making better business decisions by using data to solve problems before they happen.

    However, the reality of integrating such innovative processes for many companies can be challenging—especially for large organisations. So how can you integrate smart manufacturing techniques, and what are the short, and long-term benefits of doing so?

    PatSnap is pleased to welcome Paul Mairl, Chief Digital Officer at GKN Metallurgy, to explore the barriers, and techniques of successfully integrating smart manufacturing processes into your business. Paul has worked in various roles within GKN for over 25 years and is now responsible for setting up GKN Metallurgy’s digital system in line with Industry 4.0.
  • LIVE DEMO - Securing your Open Banking API implementation
    LIVE DEMO - Securing your Open Banking API implementation Isabelle Mauny, CTO & Co-Founder, 42Crunch Jun 7 2018 3:00 pm UTC 60 mins
    .During this practical webinar, you will learn:
        
    1. Why TLS and OAuth2 are not enough to secure your APIs
    API Security has a much wider spectrum and even if you are using OAuth today, you may not use it in a way that is adapted to the risk taken when exposing Open banking APIs. What about API attacks protection ? PKCE ? Message confidentiality and integrity ? 
    2. Why API security must be declared and not coded
    Developers should not have to master security standards such as OAuth and OpenID Connect and try to implement them properly into their APIs. Instead, they should rely on proven, reliable policies approved by the bank’s security team and simply apply those policies on top of their APIs.
    3. How declarative security helps with consistency and automation
    42Crunch's innovative tagging mechanisms can be used by developers to express security constraints on top of their Open API definitions (aka Swagger). Those tags are translated automatically, either via the UI or in the CI/CD pipeline into policies which are applied on APIs requests/responses, making it possible to apply security as early as possible in the API lifecycle and find security vulnerabilities early.

    4. How to enforce security in a scalable way using micro-firewalls
    We will show how to deploy the 42Crunch API Firewall at run-time whether on premises, in the Cloud or in a hybrid environment and how to monitor the system through real-time security dashboards.
  • Why IAM Built on Open-Standards is the Key to Open Banking
    Why IAM Built on Open-Standards is the Key to Open Banking Rob Otto, EMEA Field CTO, Ping Identity; Ralph Bragg, Senior Partner, RaiDiAM Jun 13 2018 9:00 am UTC 60 mins
    Security, Compliance and User Experience - Why Identity Access Management Built on Open-Standards is the Key to Open Banking

    Learn how identity & access management (IAM) solutions, built on open standards, can help meet the technical requirements of PSD2 and Open Banking, including secure XS2A (access to accounts), Strong Customer Authentication (SCA), Dynamic Linking, and Consent Management, all while providing a seamless user experience and distinct competitive advantage.
  • Salesperson - You’re FIRED!
    Salesperson - You’re FIRED! Nigel Dunand, ISM Fellow, Online Mentor and Midlands Regional Chair Jun 19 2018 10:00 am UTC 60 mins
    Here’s why: the three habits you never acquired the three mindsets you never changed and the three techniques you never mastered.
  • Sales Manager - You’re FIRED!
    Sales Manager - You’re FIRED! Nigel Dunand, ISM Fellow, Online Mentor and Midlands Regional Chair Jun 26 2018 10:00 am UTC 60 mins
    Now get a job managing the marketing department!
    Here’s why: three processes you never built three behaviours you never mastered and three strategies you never implemented.
  • Sales Director - You’re FIRED!
    Sales Director - You’re FIRED! Nigel Dunand, ISM Fellow, Online Mentor and Midlands Regional Chair Jul 3 2018 10:00 am UTC 60 mins
    Now go and get a job in consulting!

    The three elements of a successful sales culture you never realised, three hiring and recruiting strategies for A players you never implemented, and your biggest blind spot that prevented you from ever getting results.
  • Why Is Your Sales Manager Is Your Biggest Liability?
    Why Is Your Sales Manager Is Your Biggest Liability? Marcus Cauchi, ISM Fellow, Sandler Sales Management Trainer Jul 10 2018 10:00 am UTC 60 mins
    We all think we know the cost of a wrong hire in sales. Many of us have paid the heavy price, but we often do we overlook the person whose job it is to hire the best and get the best out of them, the Sales Manager. If you think hiring the wrong salesperson is expensive, you can multiply that cost by 5-10x when you hire the wrong sales manager.

    * Does your manager try to manage the numbers?
    * Is your manager focused on being a supervisor?
    * Do they treat recruitment as a chore and an interruption to their real job?
    * Are they taking too long or failing to manage turnover?
    * Are they managing from an ivory tower?
    * Do they confused training with coaching and why does this matter?
    * Do they rescue & accidentally create a culture of upward delegation & learned helplessness?
    * Do they believe the excuses they hear?
    * Are they more concerned with being liked than being effective?
    * Are they inconsistent or lack clarity?
    * Do they do what was done to them?
    * Are they blaming their salespeople instead of taking responsibility for fixing the problems you need them to fix?
    * Are they focused on the helping the wrong people?
    * Are they worried about playing favourites?

    If you answered “yes’ to any of these questions YOU have a problem.

    A webinar for owners, CEOs and sales managers who are brave enough to look into the abyss. Not for softies!
  • Onboarding: How to Turn an A-Player into a B-player in Under 4 Weeks
    Onboarding: How to Turn an A-Player into a B-player in Under 4 Weeks Marcus Cauchi, ISM Fellow, Sandler Sales Management Trainer Jul 17 2018 10:00 am UTC 60 mins
    You’ve just hired James Bond on to your sales team and you have high hopes for his performance. Assuming you really did hire James Bond and not Mr Bean in a Tux, what can you do to ensure disappointment?

    Why! Fail to do a proper onboarding process! Delude yourself into thinking you hired an adult, a professional, someone who can be depended on to hit the ground running. “John is a big boy and doesn’t want me crowding him. I’ll let him get on with it.”

    This is called management by abdication and is one of the cardinal sins of sales management.

    Onboarding is the lost element of successful recruitment. The best sales managers have a 120 day onboarding plan for new hires. Why 120 days? Because that is the probation period a new hire is typically putting you (their manager, the job they actually bought, the company and the other people on the team) on in case they believe they have made a bad choice of career move.

    You’ve invested time and money in attracting them, selecting them, offering them, legal & HR costs, managing their notice period, paying them, training them and you risk blowing your winnings because you’re too busy, too stupid or too lazy to finish the job you started!

    Onboarding is not about giving them an Ops & Employee Manual to read, giving them some product training and provisioning them with passwords, a laptop and a phone. Those are the tiniest part of a good onboarding process. Onboarding should set up a new hire for success. It should be structured and confirm that you have made the right hire. It should tell you quickly if you haven’t so you can hire slow and fire fast.

    A reliable onboarding process needs to cover 3 things:

    * What do they need to know?
    * By when do they need to know it?
    * Where can they find it?