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CFO Strategy

  • Listed Real Estate 2020 - Outlook and opportunities in Europe, US and North Asia
    Listed Real Estate 2020 - Outlook and opportunities in Europe, US and North Asia
    Cedric Tang; Ali Zaidi; John D. Worth, Ph.D.; William Leung; Anton Chan Recorded: Sep 28 2020 83 mins
    Over the past two decades, as a market, listed real estate has grown larger and more diversified and is now considered a well-established tool for real estate investors. The COVID-19 pandemic has upended everyday life for the foreseeable future, creating new risks and opportunities in commercial real estate across the U.S., Europe, and Asia. In part because it offers liquidity, listed real estate (including REITs) allows investors to act on their convictions and take advantage of these risks and opportunities.

    FTSE Russell, EPRA, Nareit and Cohen & Steers invite you to join an informative conversation focused on how listed real estate is positioned in the current environment, some property sectors that continue to provide differentiated investment opportunities, and the long-term diversifying role listed real estate can play for institutional investors.

    During this webinar, asset owners, asset managers, and ETF providers will hear industry experts discuss:
    • How has the spread of COVID – 19 impacted the commercial real estate markets? Do these impact real estate equally, or have some property types that have fared worse / better than others?
    • Are there potential opportunities that may arise from market dislocations that long-term investors should be thinking about?
    • The long-term diversifying role and opportunities listed real estate can offer institutional portfolios

    Speakers:
    • Ali Zaidi, Director Research & Indexes, EPRA
    • John D. Worth, Ph.D., EVP Research & Investor Outreach, Nareit
    • William Leung, Portfolio Manager, Head of Asia Pacific Real Estate, Cohen & Steers
    • Anton Chan, Head of Institutional Business, Asia Ex Japan, Cohen & Steers

    Moderator:
    • Cedric Tang, Head of Asset Owner Group, North Asia, FTSE Russell
  • 上場不動産業界―米国、欧州、日本の見通しと投資機会
    上場不動産業界―米国、欧州、日本の見通しと投資機会
    EPRA, Nareit, CSR Design, FTSE Russell Recorded: Sep 25 2020 94 mins
    FTSE Russell、CSRデザイン、EPRA、Nareitは、現在の環境下での上場不動産の位置付けのほか、差別化された投資機会を提供し続ける一部不動産セクターや、機関投資家のために上場不動産が果たし得る多様な長期的役割に焦点を当てた有益な対談にご招待いたします。みなさまの参加をお待ちします。

    本ウェビナーでは、業界の専門家が下記について考察します。
    • 現在の環境下での上場不動産の位置付け
    • 上場不動産が機関投資家のポートフォリオに提供できる多様な長期的役割と投資機会(EPRA Nareit Index Series)
    • 不動産ポートフォリオに対する気候リスクへの配慮の実践(EPRA Nareit Green Index)および日本のREITへの影響
    • EPRA Nareit Index Seriesの構造の定義と、各種資産クラスのパフォーマンス機会
  • 2020 Trends & Insights Every Family Office & Wealth Manager Should Know
    2020 Trends & Insights Every Family Office & Wealth Manager Should Know
    Diana Ermini (Industry Marketing Director at Sage Intacct) and Bill Sullivan (President at Family Office Exchange) Recorded: Sep 24 2020 46 mins
    Learn the latest trends and issues that have an immediate impact on ultra-high-net worth individuals, multi-family offices, and wealth managers.

    Register to hear from Bill Sullivan, President of Family Office Exchange (FOX), as he shares emerging industry trends and outlines the implications for families and their advisors.

    During this webinar, you will learn about the:
    •Five macro trends impacting the financial services landscape
    •Key technology investments being made today to support the future
    •State of the family office industry
  • Prepare for Tomorrow: Planning & Budgeting Using Existing Excel Skills
    Prepare for Tomorrow: Planning & Budgeting Using Existing Excel Skills
    Jedox, Inc. Recorded: Sep 24 2020 33 mins
    Improve your FP&A agility to quickly react and adapt using the skills your team has right now. Transform a manual Excel spreadsheet in minutes to a robust, secure, and flexible report as well as creating data driven models using Excel.

    The Excel+ philosophy has guided Jedox since our foundation, and continues to do so in times of uncertainty. The Jedox solution allows users across the organization to work in Excel effortlessly, offering a powerful native Excel integration tool to Jedox web and mobile applications. Prepare for tomorrow with the skills your team already has.

    Get better insights and drive better decisions.
  • Webinar – Earnings call prep during the Covid-19 era
    Webinar – Earnings call prep during the Covid-19 era
    IR Magazine & Sentieo Recorded: Sep 24 2020 54 mins
    Covid-19 changed the way businesses operate overnight. In the six months since the initial stay-at-home orders, these businesses have evolved into a new normal. With this comes new ways of doing business – and while earnings calls may look very much the same, the preparation and execution has changed. In this roundtable discussion our panel of IR practitioners and technology experts will discuss these changes and look at best practices for earnings in the post-Covid-19 era.

    In this webinar you’ll learn:

    •How to use competitor and peer messaging to your advantage
    •How to manage information overload and improve workflows to produce the best narratives possible
    •How to best deliver negative news and be prepared for external concerns

    Speakers include:

    •Annie Eissler, Head of product marketing, Sentieo
    •Nicole Briguet, Account supervisor, financial communications & capital markets, Edelman

    IR Magazine has partnered with Sentieo to deliver you this webinar. IR Magazine and Sentieo will process your personal data for purposes connected with your attendance at the webinar and may send you marketing communications and information that may be of interest to you, as permitted under applicable law. You may choose to unsubscribe at any time by email with ‘unsubscribe’ in the subject line or by clicking on the “unsubscribe” link in any email from us or Sentieo. Your data will be processed in accordance with IR Magazine’s privacy policy: www.irmagazine.com/privacy and Sentieo‘s privacy policy:  www.sentieo.com/privacy-policy/.
  • Listed Real Estate: Outlook and opportunities in Europe, US and South East Asia
    Listed Real Estate: Outlook and opportunities in Europe, US and South East Asia
    FTSE Russell, EPRA, Nareit, Singapore Exchange (SGX), Nikko Asset Management Recorded: Sep 24 2020 87 mins
    Over the past two decades, as a market, listed real estate has grown larger and more diversified and is now considered a well-established tool for real estate investors. The COVID-19 pandemic has upended everyday life for the foreseeable future, creating new risks and opportunities in commercial real estate across the U.S., Europe, and South East Asia. In part because it offers liquidity, listed real estate (including REITs) allows investors to act on their convictions and take advantage of these risks and opportunities.

    FTSE Russell, EPRA, Nareit, Singapore Exchange (SGX) and Nikko Asset Management invite you to join an informative conversation focused on how listed real estate is positioned in the current environment, some property sectors that continue to provide differentiated investment opportunities, and the long-term diversifying role listed real estate can play for institutional investors.

    Hear from SGX on exciting new product developments in this space, following the announcement that SGX and FTSE Russell have partnered up to offer derivatives products in this region. In addition, Nikko Asset management will be offering their outlook and take on this sector, sharing insight into their own Real Estate strategies.

    During this webinar, industry experts will discuss:
    • How has the spread of COVID – 19 impacted the commercial real estate markets? Do these impact real estate equally, or have some property types that have fared worse / better than others?
    • Are there potential opportunities that may arise from market dislocations that long-term investors should be thinking about?

    Speakers:
    • Ali Zaidi, Director Research & Indexes, EPRA
    • John D. Worth, Ph.D., EVP Research & Investor Outreach, Nareit
    • Elena Patimova, Director, Equities & FICC Sales, GSO, Singapore Exchange (SGX)
    • Jermyn Wong, Head of Asia ETF Business Development, Nikko Asset Management
    Moderator:
    • Irvin Goh, head of sales and business dev., Asia, FTSE Russell
  • Experience AppZen
    Experience AppZen
    Uri Kogan, VP of Product Marketing at AppZen Recorded: Sep 23 2020 30 mins
    Intrigued by AppZen and want to learn more, but not ready to chat? No problem. Attend our next Experience AppZen webinar, where we'll briefly share the challenges finance organizations face and how our products help thousands of customers and a third of the Fortune 500 address them, show you a short demo, and take your questions – all in 30 minutes.
  • The Evolving Payment Landscape in Healthcare
    The Evolving Payment Landscape in Healthcare
    Brian Bogie (Healthcare Expert at Sage Intacct) and Brian Goldrick (Director of Accounting at Vera Whole Health) Recorded: Sep 23 2020 39 mins
    Healthcare is changing at a pace never seen before. An increasingly important component of that change is evolving payment models; fee-for-service; capitated, value-based contracts; Medicare and Medicaid.

    It’s not just about changing how you bill, it’s about changing how you run your practice.

    Join this webinar to hear from Brian Goldrick, Director of Accounting at Vera Whole Health, as he discusses changing payment models, Vera Whole Health’s unique business model, and how to successfully navigate this evolving area.
    You’ll also learn how to:
    • Utilize KPIs and dashboards to understand the affect value-based contracts will have on your business
    • Leverage financial data when negotiating contracts
    • Track the results of the contract to determine financial gain or loss
  • Automating the Enterprise in the New Normal
    Automating the Enterprise in the New Normal
    VentureBeat x Blue Prism Recorded: Sep 23 2020 61 mins
    Initially, companies looked at automation technologies as a way to reduce costs in completing highly repetitive routine tasks — which was largely outsourced. But the global pandemic has put a new spotlight on the role of automation.

    Many organizations now need to reduce dependence on human labor for business-critical processes that have been disrupted by lost productivity. Others are trying to respond to significant volume surges due to shifts in demand.

    In this webinar, we’ll discuss how the automation technology landscape is evolving and the broad set of benefits companies are achieving — beyond cost savings. Learn how automation is improving business resiliency in challenging times and the activities needed to scale automation across the enterprise.

    Attendees will learn about:

    - Evolving technologies used in automation initiatives
    - How automation supports business resiliency
    - Ways to scale automation across the enterprise

    Speakers:

    - Alan Farrar, Head of Automation, eBay
    - Giovanni Gentile, MD Robotics, State Street Bank and Trust
    - Josh Noble, Practice Director, Blue Prism
    - Ted Shelton, Partner, Bain & Company (moderator)
  • Intrapreneurship and Ambidextrous Leadership to Drive Your Core Business
    Intrapreneurship and Ambidextrous Leadership to Drive Your Core Business
    Jamie Qiu Recorded: Sep 23 2020 41 mins
    Did you know that "organisations intend to focus 40% of their innovation and transformation measures on intrapreneurship between now and 2021?" (Source: Sifted)

    Now more than ever, It's time for organisations to examine their transformation agendas and invest in the internal entrepreneurial capabilities and culture that are vital for their success.

    Tune in to our conversation with Ahmed Hassan, General Manager of Hill's Russia at Colgate-Palmolive, to learn how to tackle on-the-ground problems innovatively and to build teams that solve problems faster, more creatively and intrapreneurially. With 30+ years of experience in the consumer goods industry, Ahmed will be discussing with us the following areas:

    - Balancing BAU & Innovation Initiatives to quickly accelerate your business
    - Creating intrapreneurial methods to tackle key business challenges
    - Ways to approach an on-the-ground problem innovatively
    - Building teams that solve problems faster, more creatively and intrapreneurially.

    Hosted by Jamie Qiu, enterprise innovation strategist and Founder of Studio Zao. Working with world's leading organisations including Sony Music, EY, the NHS, Pentland Brands, Ellesse, Speedo, Imperial College London and the Institute of Cancer Research, Studio Zao helps brave and forward-thinking organisations to accelerate innovation and entrepreneurial change.

    Find out more at www.studiozao.com
  • Accelerating Data-Centric, End-To-End Business Processes Intelligent Automation
    Accelerating Data-Centric, End-To-End Business Processes Intelligent Automation
    Mike Reynolds - Key Bank, Ken Mertzel - Automation Anywhere and Seth Adler, Editor in Chief - AIIA Recorded: Sep 22 2020 46 mins
    Hear how KeyBank saved 300 hours in just 65 days with RPA, and bots processed 3,174 appraisals and 4,931 flood certificates.

    Companies are facing tremendous pressure to improve business performance and lower operational cost while at the same time dealing with challenges such as back office inefficiencies, heightened customer service expectations, and outdated legacy systems. In addition, the COVID-19 pandemic has created a “new normal” for businesses to manage operations in a more agile, automated manner.

    Most organizations have started adopting Robotic Process Automation (RPA) solutions to ease the pressure. Learn how your organization can scale and transform using Intelligent Automation; not only to reduce cost, but also to boost overall business performance as well as employee and customer experience.

    Hear how KeyBank saved 300 hours in just 65 days with RPA, and how bots processed 3,174 appraisals and 4,931 flood certificates.

    Join our upcoming webinar to hear industry experts share their insights on:

    * Intelligent Automation Trends
    * KeyBank RPA Program and Benefits
    * Use Case Examples Demonstrating How Other Successful Companies Have Implemented RPA
  • Closing the Gap in Campaign Execution
    Closing the Gap in Campaign Execution
    Kieran Noonan, EMEA Delivery Manager, BluprintX Recorded: Sep 22 2020 57 mins
    From strategy and implementation through to measuring performance and impact, how can we better understand the gaps and potential compliance challenges associated with campaign execution?
    Hear directly from a high profile financial services business that has successfully navigated these challenges and closed the campaign gaps to achieve board level confidence in marketing.
    Delivered in partnership with global marketing and sales management consultancy, BluprintX, the webinar will also draw on findings from a recent Forum survey on the topic, sharing insights from our most senior members.
    Join us to learn exactly what needs to change in campaign execution, and how you can use this to align organisational strategy and achieve operational impact.
  • How to Bring Agility to Your Re-forecasting
    How to Bring Agility to Your Re-forecasting
    Ian Haldenby | John Harfield Recorded: Sep 22 2020 41 mins
    Surviving in today’s business environment requires agile planning and forecasting processes, with near real-time insight into business performance. Are your projections being held back due to reliance on static Excel spreadsheets or legacy applications for planning and forecasting?

    Watch this webinar to see how you can re-forecast using far less time and effort, allowing you to focus on strategic actions.

    We will cover how to:
    - Create multiple “what-if” scenarios so you can respond to change faster
    - Improve the accuracy of your forecasts and reports
    - Shorten the time required to take strategic, data-based actions

    Speakers:
    - Ian Haldenby, Group Financial Controller, PIB Group
    - John Harfield, Account Executive, NetSuite Planning & Budgeting, Oracle NetSuite
  • How Startups Can Use Their Financial Data to Get Ahead
    How Startups Can Use Their Financial Data to Get Ahead
    Amy Lewin | Tatiana Okhotina | Melissa McCracken | Dave Rosenberg Recorded: Sep 17 2020 58 mins
    Adios, old Excel spreadsheets. Wondering how to scale your business to the next level? It’s all about having, and using, financial data smartly. Sure, you may have access to all the numbers, but how do you impress and persuade your shareholders and investors with data on the financial performance of your business?

    Watch this webinar with a panel of finance and investment experts to drill down on how businesses can get a handle on using financial data to transform your teams into successful data dynasties.

    You will learn in this webinar:
    • The tools that scaling businesses are successfully using to collect advanced data
    • How to know you're collecting 'enough' data
    • How to dazzle investors with hard data and a strong business model
    • When it's best for your business to outsource a data team vs internally hire

    Speakers:
    - Amy Lewin, Deputy Editor, Sifted
    - Tatiana Okhotina, Chief Financial Officer, Azimo
    - Melissa McCracken, Principal, Nextech Invest
    - Dave Rosenberg, Head of Marketing, Business Development & Private Equity EMEA, Oracle NetSuite
  • Best Practices of a Modern Financial Services Firm: a CFO’s Journey
    Best Practices of a Modern Financial Services Firm: a CFO’s Journey
    Diana Ermini (Sage Intacct) and Isaac Strulowitz (CFO of CoVenture) Recorded: Sep 16 2020 48 mins
    According to PWC benchmark data, top performers in finance focus 20% more time on analysis versus data gathering and are able to run at 36% lower cost. How are they doing it, especially in today’s challenging business climate?

    Attend the webinar Best Practices of a Modern Financial Services Firm: a CFO’s Journey and hear from Isaac Strulowitz, CFO of CoVenture, as he shares how he has transformed the role of CFO and how he has been able to boost productivity and growth with the help of Sage Intacct.
  • Experience AppZen
    Experience AppZen
    Uri Kogan, VP of Product Marketing at AppZen Recorded: Sep 16 2020 24 mins
    Intrigued by AppZen and want to learn more, but not ready to chat? No problem. Attend our next Experience AppZen webinar, where we'll briefly share the challenges finance organizations face and how our products help thousands of customers and a third of the Fortune 500 address them, show you a short demo, and take your questions – all in 30 minutes.
  • CEO Straight Talk & Asia equities: the post-pandemic outlook
    CEO Straight Talk & Asia equities: the post-pandemic outlook
    Terence Chow (RBC), Sebastian Enberg (APB), Arjan de Boer (Indosuez WM), Marc Bindschädler (Vontobel AM), Charlene Cong (APB) Recorded: Sep 16 2020 82 mins
    CEO STRAIGHT TALK: Asian Private Banker‘s editor, Sebastian Enberg sits down with RBC Wealth Management’s Asia Head and a rising star in the region’s private banking industry, Terence Chow for a live discussion on the complex and evolving needs of Asia’s global families, how the bank is equipped to meet their requirements, and Chow’s vision for business he oversees.


    ASIA EQUITIES: THE POST-PANDEMIC OUTLOOK: While uneven, the global recovery from a once-in-a-lifetime public health crisis is underway with China leading the way. What does the recovery look like from an Asia equities perspective? What does China's handle on the situation mean in terms of investment themes and opportunities? Beyond China, where are the bright spots for Asia equities and how best can investors capture these opportunities? What has COVID-19 revealed about the relationship between ESG, profitability and the performance of Asia equities? And will the pandemic's aftermath fundamentally change the way we approach business and investing?
  • How Healthcare Finance Teams Manage Costs in Uncertain Times
    How Healthcare Finance Teams Manage Costs in Uncertain Times
    Brian Bogie (Healthcare Expert at Sage Intacct) and Virginia Jones (PhD, Chief Operating Officer at Village Family Dental) Recorded: Sep 15 2020 51 mins
    As your company’s circumstances change, so does the need to manage costs and your accounting team. In good or bad times, you need to manage the workload and have real-time visibility into costs. Efficiency is one of the most important tools you can bring to bear.

    Today’s financial management systems can automate manual and redundant financial processes and eliminate the need to change finance staff to match the changing environment.

    Register for this webinar to hear from Virginia Jones, PhD, Chief Operating Officer at Village Family Dental, as she discusses how they increased efficiency to ensure optimal staffing levels. We’ll also discuss how you can gain the visibility to respond faster to economic turmoil, while prepping for future growth by:
    •Closing 70% faster
    •Boosting staff productivity by 25% with KPIs and dashboards
  • Pros and Cons of Live Chat in Banking
    Pros and Cons of Live Chat in Banking
    John Field, Episerver; Phil Hazelton & Scott Reed, Appius Recorded: Sep 15 2020 65 mins
    When asked about the top three NEW website features and/or functionality their companies would be most likely to adapt in the next 12 months, 32% of participants in Episerver's Digital Experience Report stated Live Chat was a priority.

    Customer journey and personalization experts Episerver discuss the pros and cons of live chat in banking. What does good live chat look like? And how do you ensure a smooth customer journey and excellent service levels?
  • The New Business Leadership Outlook
    The New Business Leadership Outlook
    Christopher Lochhead | Jason Balk | Julian Love | Jeff Vierling Recorded: Sep 15 2020 61 mins
    At the beginning of the year we surveyed business leaders to understand their outlook for 2020. How quickly everything has changed. We followed up a few months later to understand the impact they are forecasting that COVID-19 will have on their businesses moving forward, how they’ve responded and how they’re positioning themselves to emerge from the crisis.

    Join our discussion with finance leaders as we explore some of the attitudes and prescriptive steps they’re taking to manage in challenging times.

    We will share in this webinar:
    - Key findings from our leadership survey, including best practices to manage cash flow
    - Different perceptions between finance and non-finance executives
    - Longer term plans for post-crisis rebound

    Speakers:
    - Christopher Lochhead, #1 Apple Podcaster, #1 Amazon Author, 3x Public Company CMO
    - Jason Balk, Chief Financial Officer, Adtegrity
    - Julian Love, Chief Business Officer, St. HOPE
    - Jeff Vierling, CEO and Founder, Tailwind Nutrition
  • Strategies for Improving Cash Flow and Strengthening Accounts Receivable (AR)
    Strategies for Improving Cash Flow and Strengthening Accounts Receivable (AR)
    Eduardo Lopez, Paystand Recorded: Sep 11 2020 31 mins
    Companies are working hard to navigate the business challenges COVID-19 has created. Revenue targets are being reassessed, work environments are changing, and finance teams are looking for ways to operate faster, leaner, and more efficiently to address both short and long-term sustainability.

    During these times, it's critical for businesses to focus on expediting payment collection and managing cash flow more effectively. This is a key business success factor at any time, but it’s especially important during an economic crisis.

    Join us for our webinar on "15 Strategies for Improving Cash Flow and Strengthening Accounts Receivable (AR)". You'll learn how to gain control over delayed payments and leave with actionable tips on short and long-term cash flow solutions for your business.
  • Managing Churn and Cash Flow in Your Subscription Billing Models
    Managing Churn and Cash Flow in Your Subscription Billing Models
    Andrew Dailey - Managing Director, MGI Research | Peter Perrone - CFO, AtScale | Ashmi Shah - Head of Finance, Talix Recorded: Sep 10 2020 46 mins
    How do you get an in-depth view of financial performance in your subscription billing model?

    Join the Controllers of Workiva, Jobvite, and Code42 as they share how to get a complete vision of your business' finances to guide revenue, cash, and churn analysis.
  • Webinar – How leading companies are attracting new investors
    Webinar – How leading companies are attracting new investors
    IR Magazine & Q4 Recorded: Sep 10 2020 61 mins
    With the Q2 earnings cycle behind you, it’s time to turn your attention to investor targeting. While many issuers were cautious about too much investor targeting during the summer months, the momentum is picking up once again with the announcement of virtual roadshows, conferences and investor days.

    Many IROs are taking the opportunity to introduce a deeper bench of management to their investors, and to take proactive steps toward targeting investors in parts of the world they may not have the time or resources to regularly travel to. In this webinar you will hear from leading IROs and advisers about how they’re taking a fresh approach to their targeting efforts for the rest of the year. Discussion topics will include:

    •Unique and creative approaches for targeting new investors
    •Telling an evolving and appealing story to investors
    •Balancing the need for guidance with managing expectations through other means
    •Preparing new executives to present and interact with target investors
    •Top tools IROs are using to identify new target investors

    IR Magazine has partnered with Q4 to deliver you this webinar. IR Magazine and Q4 will process your personal data for purposes connected with your attendance at the webinar and may send you marketing communications and information that may be of interest to you, as permitted under applicable law. You may choose to unsubscribe at any time by email with ‘unsubscribe’ in the subject line or by clicking on the “unsubscribe” link in any email from us or Q4. Your data will be processed in accordance with IR Magazine’s privacy policy: www.irmagazine.com/privacy and Q4's privacy policy: www.q4inc.com/privacy-policy
  • Fast, Flexible Financial and Operational Reporting for Oracle EBS
    Fast, Flexible Financial and Operational Reporting for Oracle EBS
    Tom Williams, Divisional Vice President of Sales at insightsoftware and David Rincon, Sr Solution Engineer at insightsoftware Recorded: Sep 10 2020 41 mins
    Oracle EBS reporting can be challenging with the options available like FSGs, Standard Reports, OBIEE and Discoverer that require too much manual effort.

    In this webinar, we’ll show how a typical day in the finance department can be much easier as users access and control their financial data with insightsoftware.

    - Easily build financial, operational, and ad hoc reports
    - Retrieve and refresh the data via the web or through Excel
    - Distribute reports to your team, other departments, and key stakeholders
    - Leverage insightsoftware ERP Smarts to quickly connect and configure to your Oracle EBS instance.
    - Operational reporting with drill through and drill across business areas – OBIEE, Standard Reports and Discoverer replacement
    - General Ledger Focus – drill to details, fast trial balances
  • Singapore's new VCC structure - pros, cons and practical considerations
    Singapore's new VCC structure - pros, cons and practical considerations
    Jay Moghe, Bryan Goh, Pearlyn Chew, Brandon Tee Recorded: Sep 10 2020 60 mins
    Described as a game changer for Singapore’s fund management industry, in our live video webinar we’ll discuss the pros, cons and other considerations related to the Singapore’s new Variable Capital Company.

    Topics covered will include:
    •The practical and operational aspects of setting up a Singapore VCC
    •Who are the VCCs intended for?
    •The merits of Singapore’s VCC compared to offerings from other jurisdictions
    •The impact the introduction of the Singapore VCC has had on fund flows into Singapore

    Speakers:
    •Jay Moghe, Director - Head of Asia Pacific Sales and Business Development, Ocorian (Moderator)
    •Bryan Goh, CEO, Tsao Family Office
    •Pearlyn Chew, Tax director at KPMG Singapore
    •Brandon Tee, Head of Corporate Law Practice, WMH Law
  • Fintechs – How Open Banking Has Come of Age
    Fintechs – How Open Banking Has Come of Age
    Seema Desai, COO, Iwoca; Sam O’Connor, CEO, Coconut Sep 29 2020 8:00 am UTC 90 mins
    Open Banking usage has been accelerated by Covid-19, with its use now expected to double to 40 million by 2021, according to a recent Juniper Research report, with existing hindrances and fears of sharing data being fast tracked as necessary change.

    Fintechs offering the ability to aggregate financial accounts, access to funds from multiple banks on the same platform and to provide insight into financial health, have proved invaluable for SMEs and consumers alike.

    In this session we’ll explore how open banking has become a table stake for providing financial services post Covid, and just how prevalent it will become in all our lives. From payment providers to funding platforms and credit providers, hear about the innovative services that are in-store to further improve service experience and custom solutions, and how open APIs are ensuring banks can still compete with those more digitally enabled.
  • Balancing productivity and fraud in a volatile time: 29/09/2020
    Balancing productivity and fraud in a volatile time: 29/09/2020
    Andrew Foster, VP Consulting EMEA, AppZen, and Neil Tyson, Rightway Compliance Sep 29 2020 10:00 am UTC 45 mins
    Learn about the five elements of fraud and how the current situation is presenting potential fraudsters with opportunity. We'll explain how using AI can help you to keep productivity levels high whilst staying safe, and we'll illustrate with real life examples how fraud is attempted.
  • Go Be Great: Time to Rethink HR
    Go Be Great: Time to Rethink HR
    Nancy Hauge, CHRO at Automation Anywhere, and Patty McCord, former CHRO, Netflix Sep 29 2020 6:00 pm UTC 39 mins
    The pandemic has changed everything: the way we live and the way we work. That change has created an opportunity to start over, to free people from the limitations of just following traditional best practices and policies in business—and especially human resources (HR). It’s an opportunity to rethink what works best for employers and employees today.

    Join Nancy Hauge, chief human resources officer at Automation Anywhere, and Patty McCord, former chief human resources officer at Netflix and author of the book “Powerful: Building a Culture of Freedom.” In their thought leadership session, they explore the changes brought on by the pandemic and what HR and businesses should consider to mee the challenges and take advantage of the opportunities of this new world. Hear about:

    * The role of HR in a working-from-home environment
    * What to throw out and what to keep
    * Rethinking employee compensation, performance, and other criteria
    * What every business group should think about, not just HR
  • 5 Questions Every CFO Should Be Asking in Uncertain Times
    5 Questions Every CFO Should Be Asking in Uncertain Times
    The VP of Finance from VRC Investigations, NTFN's VP of Accounting, and Spectrum Veterinary's Corporate Controller - US. Sep 29 2020 6:00 pm UTC 54 mins
    What are the most important questions CFOs should be asking their Controllers during these uncertain times? Today’s business environment is dramatically different than the downturns of the past and finance teams are being challenged, more than ever before, to gain full visibility into the business and develop the right plan and tactics to navigate the best path forward.

    Join us for an interactive discussion with an all-star panel of finance leaders as we ask, and answer, the top 5 questions for the Controller. Each panelist will share their insights and approaches for providing the most insightful and effective answers. This is one webinar you won’t want to miss!
  • The A-Z of Digital Marketing: 25 Steps to a High Converting Financial Website
    The A-Z of Digital Marketing: 25 Steps to a High Converting Financial Website
    Justin Deaville, Receptional Sep 30 2020 9:00 am UTC 90 mins
    For this, the third core module, before we begin to focus on channels we'll be looking at how you can optimise your financial services website for conversions. The concept of the marketing funnel is nothing new. It’s called a funnel because lots of people start the process, then potential conversions leak out at every step. This webinar will help you understand how to engage your audience, turning web visitors into conversions.
  • CEE Forward: Future engines of growth - live panel
    CEE Forward: Future engines of growth - live panel
    Lucy Fitzgeorge-Parker, Euromoney (mod.) | Jurgen Rigterink, EBRD | Bernd Spalt, Erste Group | Thierry Baudon, Mid Europa Sep 30 2020 12:30 pm UTC 60 mins
    In a post-Covid world, global competitiveness will be more important than ever. In this live panel we look at how Central and Eastern Europe can take advantage of a changing global environment, including:
    - What opportunities are offered by reshoring in key industries
    - Why we see enhanced international investor appetite for returns in a zero-interest world

    We also highlight the region’s potential for development, including:
    - CEE's unique tech talent and entrepreneurial drive
    - An assessment of the likely impact of public / private sector collaboration

    Speakers:
    Lucy Fitzgeorge-Parker, ESG Editor / Emerging Europe Editor, Euromoney (moderator)
    Jurgen Rigterink, Acting President, EBRD
    Bernd Spalt, CEO, Erste Group
    Thierry Baudon, Chair Invest Europe and Founder Mid Europa
  • Webinar – Proxy season 2020 and corporate governance
    Webinar – Proxy season 2020 and corporate governance
    Corporate Secretary, IR Magazine & Computershare Georgeson Sep 30 2020 3:00 pm UTC 60 mins
    The 2020 proxy season was unlike any previous year’s as governance teams carried out shareholder engagement via Zoom, helped their company switch to new formats for their AGM and prepared their board to respond to new questions at those virtual meetings. With many key issues still in flux, it is important to appraise how the season played put, see what lessons can be learned – and find out what to expect in the upcoming 2021 season.

    Our panel of experts will discuss important findings in the recently released 2020 Annual Corporate Governance Review from Georgeson and Proxy Insight. Speakers will also look ahead to issues likely to be areas of focus for corporate secretaries and their colleagues in the coming year.

    Topics for discussion include:
    •What were the important trends in voting at AGMs this year and did the pandemic and virtual AGM format have an effect?
    •What does the increasing number of E&S proposals approved this year teach us?
    •Which governance issues are of most concern to investors right now?
    •How was shareholder engagement affected by the pandemic and what lessons can governance teams learn from the experience?

    Corporate Secretary and IR Magazine have partnered with Computershare to deliver you this webinar. Corporate Secretary, IR Magazine and Computershare will process your personal data for purposes connected with your attendance at the webinar and may send you marketing communications and information that may be of interest to you, as permitted under applicable law. You may choose to unsubscribe at any time by email with ‘unsubscribe’ in the subject line or by clicking on the 'unsubscribe' link in any email from us or Computershare. Your data will be processed in accordance with our privacy policy: www.corporatesecretary.com/content/privacy-policy and Computershare’s privacy policy: www.computershare.com/privacy-policy
  • Top Tech Tips for Financial Services Teams Working Remotely
    Top Tech Tips for Financial Services Teams Working Remotely
    Sage Intacct and Knowledger Sep 30 2020 6:00 pm UTC 48 mins
    Now that millions of people are working from home, many are suddenly faced with new challenges that impact all aspects of our work and personal life. So, how do we move forward productively?

    Join this webinar, “Top Tech Tips for Finance Services Teams Working Remotely” to learn how to stay effective no matter where you are located–regardless of kids, pets or other distractions.

    Hear from work from home veterans, Diana Ermini of Sage Intacct and Ryan Kerry of Knowledger, as they share specific technologies and strategies designed to help you:
    •Set up a home office that works for you
    •Use technology so you can stay focused and productive
    •Prevent disruptions using the “third person” test
    •Create a remote-friendly culture with your team(s)

    Whether you are proficient or brand new to working remotely, learn a few valuable tips that can help you stay productive (and maybe a little less stir crazy).
  • Experience AppZen
    Experience AppZen
    Uri Kogan, VP of Product Marketing at AppZen Sep 30 2020 6:00 pm UTC 30 mins
    Intrigued by AppZen and want to learn more, but not ready to chat? No problem. Attend our next Experience AppZen webinar, where we'll briefly share the challenges finance organizations face and how our products help thousands of customers and a third of the Fortune 500 address them, show you a short demo, and take your questions – all in 30 minutes.
  • The surprising new ally to corporate culture: expense management
    The surprising new ally to corporate culture: expense management
    Uri Kogan, VP of Product Marketing, AppZen Sep 30 2020 8:00 pm UTC 30 mins
    - Learn how expense management can be seen to mirror and contribute to corporate culture
    - See examples of how both good and bad expense culture bleed into corporate culture
    - Understand how AI can help control expense management for greater good
    - Discover how Covid has strengthened the need for a strong culture, and see examples of expense and benefit led engagement as a result
  • Financial Dashboards and KPIs That Matter for Your Healthcare Organization
    Financial Dashboards and KPIs That Matter for Your Healthcare Organization
    Brian Bogie (Healthcare Expert at Sage Intacct) and Brian Goldrick (Director of Accounting at Vera Whole Health) Oct 1 2020 6:00 pm UTC 23 mins
    Complete visibility into financial performance is a must in order to make better, and faster, business decisions. The most effective way to gain this level of visibility is through financial dashboards that convey both the big picture and also the KPIs that matter most to each stakeholder.

    Register and hear Brian Goldrick, Director of Accounting at Vera Whole Health, discuss how he uses dashboards and KPIs to:
    •Reduce monthly close time by 30%-40%
    •Achieve a 20%-30% reduction in audit cost
    •Improve revenue per physician by 5%-6.5%
  • Product & Service Innovation Awards – Winner’s Case Study
    Product & Service Innovation Awards – Winner’s Case Study
    Jez Groom Oct 2 2020 9:00 am UTC 90 mins
    This webinar will showcase the winning entry for the Forum’s 2020 Product and Service Innovation Awards in the Marketing and Communication category. Behavioural science consultancy Cowry Consulting worked with pension provider Aegon to develop personalised, animated video summaries to drive scheme members’ engagement with their pensions – a hugely tricky issue for the pensions industry. Featuring real time pension information, each video provides members with an overview of their retirement savings position. Cowry Consulting’s Chief Choice Architect will lift the lid on the challenge, their approach to the solution, and discuss what a winning award entry looks like.
  • What has COVID-19 taught the Private Banking Industry?
    What has COVID-19 taught the Private Banking Industry?
    Amy Lo (UBS Global Wealth Management), Ron Lee (Goldman Sachs), Vincent Chui (Morgan Stanley) Oct 6 2020 7:00 am UTC 60 mins
    "We are facing a human crisis unlike any we have experienced....[as our (sic)] social fabric and cohesion is under stress," were words from the mouth of UN Deputy-Secretary-General Amina J. Mohammed, at the very start of the crisis in April this year.

    Along with other financial institutions, private banks across the globe had little time or experience to react to the rapidly changing business and work environments to ensure as smooth a navigation as possible surrounding the impact of COVID-19, not only for their own institutions, but simultaneously for those of their clients. In this webinar, we explore fundamental questions:
    - How have private bank leaders changed their modus operandi during such challenging times?
    - How did they cope in informing their staff, maintaining morale and not only sustaining operations, but augmenting their services and products?
    - What lessons have been learnt and how will these experiences manifest in operational activity for the future?

    SPEAKERS
    - Amy Lo, Co-Head Wealth Management Asia Pacific, UBS Global Wealth Management, Head and Chief Executive, UBS Hong Kong Group Managing Director
    - Ron Lee, Head of Private Wealth Management in Asia Pacific, Goldman Sachs
    - Vincent Chui, Chief Executive, Morgan Stanley Bank Asia Limited
  • Delivering Rapid Digital Transformation: Is Intelligent Automation the Cure?
    Delivering Rapid Digital Transformation: Is Intelligent Automation the Cure?
    Rajiv Phougat, Eli Lilly & Catherine Calarco, Automation Anywhere Oct 6 2020 6:00 pm UTC 47 mins
    Practical AI delivers new Innovation and transforms the Life Sciences industry

    Rajiv Phougat, Advisor – Strategy & Architecture Global Information Services, Eli Lilly & Company
    Catherine Calarco, Senior Director Global Industry Strategy, Life Sciences, Automation Anywhere

    This session focuses on trends of how AI and IA are merging together and becoming key for Life Sciences and also how practical AI in key areas provides rapid response to global crisis – enables digital transformation – creates resilient agile organizations for better global health.

    When health crises arise, businesses and communities face both economic and humanitarian impacts that test infrastructure, resources, and financial models. Organizations must rapidly respond to these global challenges and are working at an unprecedented pace to find solutions. This is where Intelligent Automation comes in.

    Intelligent automation empowers active collaboration for:

    - Data gathering and sharing
    - Real-time analysis and AI-driven decision-making
    - Scaling of organizational capabilities
    - Support for smart supply chains to meet the current crisis
    - Faster drug development to meet future recurrences
    - As you adjust to new challenges, RPA adapts with you.

    Take a moment and join us for this session specifically dedicated to using automation and Artificial Intelligence for the protection of businesses and human capital.
  • Analytic landscape: Impact of COVID-19 and moving forwards
    Analytic landscape: Impact of COVID-19 and moving forwards
    Analytics team Oct 6 2020 8:00 pm UTC 60 mins
    Welcome remarks (10min)
    Update on ISD research & product
    Yield Book strategy & outlook

    Presenters
    • Arne Staal, Global Head of Product Management and Research, London Stock Exchange Group (LSEG)
    • Richard Burns, Global Head of Analytics, London Stock Exchange Group (LSEG)
    ___

    Reflection on 2020 product initiatives (5min)

    Presenter:
    Emily Prince, Global Head of Analytics Product Management, LSEG
    ___

    COVID-19 adjustments on Agency, Non-Agency and CMBS models in addition to enhancements on products and data (20min)

    • COVID-19 specific forbearance extension and payment deferral plans from GSEs and their impact on prepayment model
    • Partial claim and modification policy changes from FHA and pooling requirement changes from GNMA and their impact on prepayment model
    • Prepayment, Delinquency, Default, & Severity adjustments for Non-Agency and CRT
    • COVID-19 adjustments for agency CMBS models (V99)

    Presenters:
    - Hui Ding, Senior Agency RMBS Modeler, Director, LSEG
    - Aysegul Erdem, Head Securitized Product Management, Director, LSEG
    - Jake Katz, Non-Agency RMBS Modeler, Director, LSEG
    - Luke An Lu, CMBS Researcher & Modeler, Director, LSEG
    ___

    Panel Discussion: Reflecting on COVID-19 impact and investors outlook in 2021 (25min)

    Panelists:
    - Ilker Ertas, Head Securitized Products, Annaly Capital Management
    - Matthew Rodriguez, Portfolio Manager, Millennium Management
    • Moderator: Paul Morrissey, Head North American Broker-Dealer Client Relationships, LSEG

    Please join us on October 7th & 8th for more insights from industry experts:

    October 7: Analytic tools and rates: Non-Agency tools and the post-IBOR world
    https://yieldbookwebinarseries2020.brighttalk.live/webinar/analytic-tools-and-rates-non-agency-tools-and-the-post-ibor-world/

    October 8: Analytic innovations: Securitized considerations as part of sustainable investing
    https://yieldbookwebinarseries2020.brighttalk.live/webinar/analytic-innovations-securitized-considerations-as-part-of-sustainable-investing/
  • Global Fixed Income Performance and Insight: for investors in APAC
    Global Fixed Income Performance and Insight: for investors in APAC
    Robin Marshall, director of fixed income research, Global Investment Research, FTSE Russell Oct 7 2020 6:00 am UTC 30 mins
    Bond markets adjust to the post-COVID regime

    Join our Global Investment Research webinar, in which we assess whether permanent changes in the structure of the global economy, after COVID-19, may prevent bond yields returning to pre-pandemic levels.

    During the webinar we will discuss the performance and macro-economic drivers of conventional, inflation-linked, corporate and MBS indexes across regions.

    Our analysis will be framed within the context of the bond market adjustment to the post-COVID regime, and will draw upon key findings from our October Market Maps "Fixed Income Insight" report.
  • The shifting axis of Asian Private WM & the devolution of global thinking
    The shifting axis of Asian Private WM & the devolution of global thinking
    Marc Van de Walle (Standard Chartered Bank), Benjamin Cavalli (Credit Suisse) Oct 7 2020 7:00 am UTC 60 mins
    2020 has forced global organisations to think differently about how they run their businesses effectively. Across Asia-Pacific, some of the ‘suppress and lift’ tactics provided an opportunity for domiciled businesses in the region to move more quickly to business as usual whilst their counterparts around the globe were in the early stages of dealing with the crisis and the economic consequences.

    In this webinar, we explore:
    - How has this led to Private Banks in Asia-Pacific benefiting from more localised thinking and regionalised decision making and how has performance compared to other regional hubs of those banks in Europe or North America?
    - What have banks in this region been able to do differently compared to their peers around the globe?
    - Has this experience changed the structural fabric of private banking institutions, in turn shaping what the Asia Pacific based Private Banks of the future will look like?

    SPEAKERS
    - Marc Van de Walle, Global Head, Wealth Management, Standard Chartered Bank
    - Benjamin Cavalli, Managing Director, Head of Private Banking South Asia and Singapore CEO, Credit Suisse
  • Global Fixed Income Performance and Insight: for investors in EMEA
    Global Fixed Income Performance and Insight: for investors in EMEA
    Robin Marshall, director of fixed income research, Global Investment Research, FTSE Russell Oct 7 2020 9:00 am UTC 30 mins
    Bond markets adjust to the post-COVID regime

    Join our Global Investment Research webinar, in which we assess whether permanent changes in the structure of the global economy, after COVID-19, may prevent bond yields returning to pre-pandemic levels.

    During the webinar we will discuss the performance and macro-economic drivers of conventional, inflation-linked, corporate and MBS indexes across regions.

    Our analysis will be framed within the context of the bond market adjustment to the post-COVID regime, and will draw upon key findings from our October Market Maps "Fixed Income Insight" report.
  • Brunch Bunch-Reshaping Future Growth Top Tips
    Brunch Bunch-Reshaping Future Growth Top Tips
    Susie Cooke, Partner - Deloitte Canada, Jamie Eagan, VP Product Management, and Kathryn Abate, Pre Sales Director – Longview Oct 7 2020 10:00 am UTC 42 mins
    Tax teams have a lot to deal with right now. From challenging global headwinds, jurisdictional variances and complexity, to senior leadership needing data even faster. On top of that, tax professionals need to prove that they can be more agile than ever.

    Susie Cooke, Partner, Deloitte Canada, alongside insightsoftware’s Jamie Eagan, VP Product Management – Longview, and Kathryn Abate, Pre Sales Director, Longview Tax, will discuss how organisations’ tax teams can be responsive to market uncertainty and organisational reforecasts as a result of the downturn.

    Watch this free webinar to hear how Deloitte and Longview Tax are supporting organisations with their scenario and planning capabilities, enabling organisations to report best case/worst case against current forecasts.

    Key takeaways from this webinar:

    Visibility and comparability of data
    The role of reforecasting throughout the year
    3-5 year forecast and potential long-term scenarios
    Elevating Tax to the position of a being strategic asset
  • Global Fixed Income Performance and Insight: for investors in the Americas
    Global Fixed Income Performance and Insight: for investors in the Americas
    Robin Marshall, director of fixed income research, Global Investment Research, FTSE Russell Oct 7 2020 2:00 pm UTC 30 mins
    Bond markets adjust to the post-COVID regime

    Join our Global Investment Research webinar, in which we assess whether permanent changes in the structure of the global economy, after COVID-19, may prevent bond yields returning to pre-pandemic levels.

    During the webinar we will discuss the performance and macro-economic drivers of conventional, inflation-linked, corporate and MBS indexes across regions.

    Our analysis will be framed within the context of the bond market adjustment to the post-COVID regime, and will draw upon key findings from our October Market Maps "Fixed Income Insight" report.
  • How AI is impacting customer experience in fintech
    How AI is impacting customer experience in fintech
    VentureBeat x DefinedCrowd Oct 7 2020 5:00 pm UTC 60 mins
    Customer experience is key to having a customer retention rate that leads to more business deals and, consequently, more revenue. And companies like MasterCard are implementing AI strategies that are transforming how customer experience is done.

    Join Mastercard Lab’s VP of Artificial Intelligence & Machine Learning, Dr. Steve Flinter, as he shares insights on why AI is essential for fintech companies now. You'll learn how world-class companies are using artificial intelligence in their retention strategies, explore real-world case studies, and gain insights into developing an AI strategy, as well as how to overcome the challenges that arise.

    And DefinedCrowd’s CEO Dr. Daniela Braga will dive into how to make your AI investment perform. She'll cover the nitty gritty of implementing an AI platform, including data collection, annotation, and structuring to guarantee the accuracy of a machine learning model.

    Register now to learn how your fintech company can leverage AI, NLP, and voice technologies to dramatically improve customer service, boost efficiency, and improve your bottom line.

    Takeaways:

    - Understand the different types of AI initiatives a company can launch to improve CX based on NLP and Voice technologies
    - Know how to develop those AI initiatives and the role of data on training AI/ML models
    - Get to know a case study from a fintech company (Mastercard)

    Speakers:

    - Dr. Steve Flinter, VP of Artificial Intelligence & Machine Learning, Mastercard Lab
    - Carla Saavedra Kochalski, Director of Conversational AI & Messaging Products, Capital One
    - Dr. Daniela Braga, Founder & CEO, DefinedCrowd
    - Hari Sivaraman, Head of AI Content Strategy, VentureBeat (moderator)
  • HIPAA Compliance Through the Eyes of a Healthcare CFO
    HIPAA Compliance Through the Eyes of a Healthcare CFO
    Brian Bogie (Healthcare Expert at Sage Intacct) and Michelle Naus (CFO of Tri-County Mental Health Services) Oct 7 2020 6:00 pm UTC 45 mins
    What does HIPAA compliance mean to a Healthcare CFO and why is it important?

    Hear from Michelle Naus, CFO of Tri-County Mental Health Services, and Jack Sweeney, host and creator of the CFO Thought Leader Podcast, as they talk about:
    • HIPAA compliance and who it applies to
    • Consequences of HIPAA violations
    • Top 3 reasons why CFOs should care about HIPAA
  • Experience AppZen
    Experience AppZen
    Uri Kogan, VP of Product Marketing at AppZen Oct 7 2020 6:00 pm UTC 30 mins
    Intrigued by AppZen and want to learn more, but not ready to chat? No problem. Attend our next Experience AppZen webinar, where we'll briefly share the challenges finance organizations face and how our products help thousands of customers and a third of the Fortune 500 address them, show you a short demo, and take your questions – all in 30 minutes.
  • Analytic tools and rates: Non-Agency tools and the post-IBOR world
    Analytic tools and rates: Non-Agency tools and the post-IBOR world
    Analytics team Oct 7 2020 8:00 pm UTC 60 mins
    Welcome remarks & key takeaways from day 1 (5min)

    Presenter:
    • Ming Xue, Head of Analytics Model Development, London Stock Exchange Group (LSEG)
    ___

    Non-Agency models and tools (20mins)

    • Enhanced data processing for CRT, Jumbo near Prime, and Non-QM & MSA Level HPA as a key economic driver

    Presenter:
    Jake Katz, Non-Agency RMBS Modeler, Director, LSEG
    ___

    Impact of IBOR migration (15 mins)
    · Overview of the impact of IBOR transition on the industry and Yield Book
    · Supporting the new risk-free rates: outlining recent developments
    · Commentary on future enhancements

    Presenters:
    - Mikhail Bezroukov, Analytics Product Manager, Rates & Credit Lead, LSEG
    - Sung Joon Moon, Quantitative Research Analyst, Director, LSEG
    - Seunghyeon Son, Quantitative Analyst, Director, LSEG
    ___

    Panel discussion: Reflecting on a post-IBOR world (20mins)
    Panelists:
    - Al Jugoo, Head of Clearing Solutions, SwapClear & Listed Rates, LCH
    - Ameez Nanjee, Vice President, Asset & Liability Management, Freddie Mac
    - Matthew Scott, Senior Vice President Trader; Head, Global Rates, Securitized Assets & Currency Trading, Alliance Bernstein
    • Moderator: Brian Organ, Relationship Manager, Senior Vice President, LSEG

    Please join us on October 8th for more insights from industry experts. October 6th replay is also available. Click here to view and register:

    October 6: Analytic landscape: Impact of COVID-19 and moving forwards
    https://yieldbookwebinarseries2020.brighttalk.live/webinar/analytic-landscape-impact-of-covid-19-and-moving-forwards/

    October 8: Analytic innovations:Securitized considerations as part of sustainable investing
    https://yieldbookwebinarseries2020.brighttalk.live/webinar/analytic-innovations-securitized-considerations-as-part-of-sustainable-investing/

    *Please note that no press is allowed for this event.
  • 2021 - The Year for the Greater Bay Area and Wealth Connect?
    2021 - The Year for the Greater Bay Area and Wealth Connect?
    François Monnet (Credit Suisse), Tan Siew Meng (HSBC Private Banking) Oct 8 2020 7:00 am UTC 60 mins
    The two-way cross-boundary Wealth Management Connect marks another important milestone for the Mainland’s capital account liberalisation after the Stock Connect and Bond Connect schemes. It represents a major breakthrough in Hong Kong’s offshore renminbi business development, and a significant step to foster closer financial cooperation in GBA” as spoken by Mr Eddie Yue, Chief Executive of the HKMA on June 29th 2020.

    How much progress has been made since reforms and responsibilities were outlined in the February 2019 master development plan for this prosperous and populous region, what opportunities await and how have industry participants been preparing to capture these?

    As one of the richest and most developed regions in China, the Greater Bay Area represents unprecedented private banking/wealth management and AUM gathering opportunities for Hong Kong SAR and its private banking industry.

    Are the banks ready and will 2021 finally be the year of the GBA and Wealth Connect?

    SPEAKERS
    - François Monnet, Managing Director, Head of Private Banking North Asia, Chief Executive Hong Kong Branch, Credit Suisse
    - Tan Siew Meng, Regional Head, HSBC Private Banking, Asia-Pacific