Get powerful finance management insights for your business. Connect with experts and colleagues to get the most up-to-date knowledge that will help you to determine which financial factors build or erode value in your organization.
Sanjay Srivastava, Chief Digital Officer, GenpactRecorded: Nov 12 201841 mins
Sanjay Srivastava, Chief Digital Officer, Genpact, hosts an exceptional panel of guests drawn from industry analysts, users, service providers, and financial advisors. They share perspectives on the opportunity, benefits, challenges, and the future of robotic process automation. Tune in to listen to an energetic, thought-provoking session on RPA and its future
Steve Silver, Sales Operations Senior Research Director at SiriusDecisions; Jason Loh, Global Head of Sales Solutions at AnapRecorded: Nov 9 201854 mins
Business leaders and C-suite executives are charged with devising the strategies that chart the future of their organizations. For those strategies to be effective, they need to be executed in the field. What’s the bridge that connects boardroom strategy and field execution? Sales Planning.
Join Steve Silver, Sales Operations Senior Research Director at SiriusDecisions, and Jason Loh, Global Head of Sales Solutions at Anaplan, as they provide a repeatable process and best practices for improving sales planning and transforms high-level strategy into business success.
You’ll learn how:
-Successful sales planning helps you segment your market and align your sales team
-High-performing companies leverage their sales planning processes for better execution
-Best-in-class technology can enhance sales planning by incorporating inputs from across the organization
Jeremy Jennings-Mares, partner and Peter Green, senior of counsel, Morrison & Foerster, John Crabb, IFLRRecorded: Nov 7 201864 mins
The EU Benchmark Regulation came into force in June 2016 and most of its provisions came into effect at the start of 2018. It establishes a new regime for the authorisation and supervision of administrators (including non-EU administrators) of financial benchmarks that are used in the EU. We will consider the likely impact of the Regulation in the EU financial markets and look in detail at certain issues raised by market participants including:
· Timetable for benchmark administrators to be authorised under the regulation and the extent to which administrators of pre-existing benchmarks can rely on 'grandfathering' relief up until 2020.
· What indices are within the scope of the Regulation and when will an index be regarded as 'available to the public'?
· What is meant by 'use' of a benchmark in the EU?
· Are there any regulatory obligations on entities that contribute benchmark data?
· What is the impact of Brexit on UK benchmark administrators?
Corporate Secretary and LabradorRecorded: Nov 6 201837 mins
Investors are demanding that proxy statements include a greater range of information. In turn, companies need to disclose that information – and tell their story – in the most effective way. One solution is to create a ‘next-generation proxy summary’ that includes an extended summary spelling out the key information investors need. This can be used as part of the proxy statement and as a stand-alone document.
Our panel of experts will discuss how governance teams can make the best use of the extended summary in managing relationships with shareholders. Topics for discussion will include:
- What information should the extended summary include? What do investors want, and how should governance teams research what this is?
- What are some of the new best ways to present that information?
- How can governance and investor relations (IR) teams work best together and with other functions (the board, HR, IT, management and outside vendors) in preparing the extended summary?
- How can governance and IR teams use the summary during the approach to the AGM and outside of proxy season? How can it best be delivered as a stand-alone document?
- What is the best way to get feedback on your summary from investors to improve it for the following year?
Dave Welch, Christine McMonigal, Oliver Linder, Jay HibbinRecorded: Nov 6 201851 mins
Join this live panel discussion with experts at VMworld Europe for up-to-date trends on what's disrupting the market and how to take your business to the next level.
Tune into this interactive Q&A session with world renowned IT and business leaders while they discuss the following:
- How to declutter and take on today's most pressing IT priorities
- The latest technologies, methodologies and best practices for IT leaders
- How to ensure your organization is primed for 21st century trends from both a business and tech perspective
This live panel will be streamed directly from VMworld Europe! Join us for live Q&A from the comfort of your desk.
Dave Welch, CTO, House of Brick Technologies
Oliver Lindner, Head of Business Line DCIM, FNT Software
Jay Hibbin, Sales Director, Financial Services, CenturyLink EMEA
Christine McMonigal, Director of Hyperconverged Marketing, Intel Corporation
Tejaswi Nimmagadda, King & Wood Mallesons | John Timpany, KPMG | Liu Yi, Rui Bai Law Firm | Kevin Butler, TMF GroupRecorded: Nov 6 201863 mins
The past decade has been a golden age for China’s aircraft leasing industry. FlightGlobal research shows that today Chinese capital accounts for over 28% of the total capital deployed by aircraft lessors. Eight China-based leasing companies are listed on the Airfinance Journal Leasing Top 50, which ranks lessors by fleet value.
Choosing the right geographical location for aircraft leasing structures plays an essential in lessors’ strategic planning. While Ireland remains the number one jurisdiction for structuring aircraft transactions, other jurisdictions have been introducing new regimes to attract aircraft leasing business. Examples in Greater China include the Dongjiang Free Trade Port (DFTP) and the Hong Kong SAR Government.
Founded in 2009, the DFTP has adopted preferential policies to allow DFTP-based lessors to enjoy tax rebates, lease payments in foreign currency and more efficient cross-border operations. As of June 2018, the DFTP has completed the delivery of 1,200 aircraft worth over RMB 450 billion, according to DFTP data. Meanwhile, Hong Kong is quickly catching up.
In June 2017, Hong Kong’s legislature passed a tax reform bill lowering the effective tax rate for aircraft lessors to 1.65%. Within six month of the reform, ICBC Financial Leasing had launched its Hong Kong leasing platform and successfully closed a transaction under the new tax regime.
This one-hour webinar will bring together industry experts to examine how lessors can take advantage of the benefits of the DFTP and Hong Kong.
Key discussion points include:
- How important is tax in choosing a location for an aircraft leasing platform?
- What differentiates the DFTP model from other FTZs in China?
- How the aircraft leasing industry went about the Hong Kong tax regime and what lies ahead?
- How can DFTP and Hong Kong complement to create greater value to the industry?
Omar Alassil, Dave Welch, Melinda SafdarzadehRecorded: Oct 31 201862 mins
With just a few days to VMware’s premier digital infrastructure event, we've gathered some of the elite speakers who will be taking the stage to debate the hottest solutions, trends and the biggest opportunities and challenges for businesses to successfully embrace digital change.
- Innovation Through Digital Transformation
- The Future of Data Centres and Cloud in a Virtualized World
- Securing Your Cloud Networks
- Next-Gen Trends and Technologies
Join this session to get a glimpse of the innovations that will accelerate your journey to a software-defined business—from mobile devices to the data center and the cloud!
This session (and VMworld Europe) is specifically aimed at CTOs, CIOs, heads of IT infrastructure, security specialists and technical experts.
What will they be talking about at the Fira Gran Via Barcelona, on the 5 – 8 November 2018, what do they want to hear about, what are they looking forward to?
Moderator: Omar Alassil, Cloud Solution Owner, Nokia
Dave Welch, CTO, House of Brick Technologies
Melinda Safdarzadeh, Senior Business Manager, Hybrid Cloud, Data Center Group at Intel
Corporat Secretary and NasdaqRecorded: Oct 30 201845 mins
Tuesday, October 30, 2018
8.00 am PST / 11.00 am EST / 3.00 pm GMT / 4.00 pm CET
Duration: 30 minutes
Join Corporate Secretary and Nasdaq for a discussion on cyber-security.
Our expert speakers will discuss:
• Cyber-risk and the responsibilities of the board
• Why cyber-risk is different from other types of risk
• Embedding cyber-risk in corporate governance practices
• Role of the corporate secretary/governance professional on information provided to the board on cyber-risk
• Board member education/preparedness
• Board member recruitment in looking for expertise/experience in cyber-security
• Board reporting – what the board needs to know
• Moderator: Ben Maiden, editor, Corporate Secretary
• Martyn Chapman, head of strategy, Nasdaq Governance Solutions
• John Reed Stark, president, John Reed Stark Consulting
Short, sharp and packed with expert insight, this webinar will get you up to speed on these critical issues in just 30 minutes. Sign up to BrightTALK to view this essential briefing and be informed of future webinars produced by Corporate Secretary.
An introductory guide to climate change and investment, this guide outlines the key trends that every investor should know. We describe relevant climate change drivers and metrics, how to understand a portfolio's climate exposure and the fundamental steps investors must take when formulating an investment response to climate change.
Join us on the 18th October at 2pm to explore this guide with our CEO, Sam Gill, who will take you through our key findings and answer your questions relating to climate change and investment.
Hadi Hafez, Key Account Manager, Travel and Mobility & Asmir Lukavackic, Sales Manager, Travel and Mobility, WirecardRecorded: Oct 18 201840 mins
Today’s travel and mobility businesses have to deal with employee and customer needs in an instant and flexible manner. Having the right payout strategy in place is essential to accomplish this.
Whilst various payout solutions are available on the market, only a few can deliver globally and in a fast, efficient and highly secure way. In this webinar, you will be presented with a number of different use cases from the travel and mobility industry that demonstrate how digital products can effectively replace outdated procedures.
More specifically, you will learn how to:
-better serve your customers in emergency cases,
-better support your employees in critical and crisis situations,
-carry-out occasional ad-hoc fund transfers globally and instantly,
-immediately provide cash assistance,
-improve the user experience for your customers.
Furthermore, you will find out how the right payout card program can support operational efficiencies, security benefits and cost savings.
By the end of the webinar you’ll walk away with the following:
-possible use cases and scenarios that answer to your company needs
-a clear understanding of the benefits of instant funding
-proposals on risk, security and cardholder identification
-techniques on how to minimize cash risks
Wirecard’s Hadi Hafez and Asmir Lukavackic will be on hand to share industry insights, walk you through instant payout methods and answer any questions.
Are you ready to quit outdated and expensive payment processes? Then join our webinar!
Jim Ackerman-VP, Corporate Development, Flex Ltd; Shruti Gandhi-Co-Founder, Array Ventures; Ivan Schlager - Partner, SkaddenRecorded: Oct 11 201861 mins
Artificial Intelligence (AI), big data, machine learning, cyber security – no industry takes up more space in our collective psyches than technology. It is part of the air we breathe and the cornerstone for business transformation and growth. It is also a never-ending exercise in new learnings and unintended consequences.
How do some of today’s top dealmakers decode the maelstrom of promise, transformation and false starts that is technology M&A?
In this presentation, we’ll explore:
- What are some of the most promising areas within technology M&A and why?
- What are some under-the-radar areas?
- What’s the best approach to deal sourcing in a seller’s market?
- How do dealmakers approach the art of technology valuation?
- What are the potential implications of the new CFIUS reform bill on cross-border transactions and foreign investment?
Jin Zhang, Portfolio Manager in our Quality Growth BoutiqueRecorded: Oct 11 201826 mins
Downside protection is particularly relevant today as volatility is expected to increase in emerging markets. Whether it’s the impact of rising rates in the U.S., escalating U.S.-China trade tensions or political turmoil in Turkey or Brazil, a quality growth approach can help navigate uncertainty and uncover the return potential held within the planet’s most dynamic economic area.
With decades of experience investing in emerging markets equities, our team seeks to invest in quality growth companies that can consistently and predictably grow earnings year in and year out. By delivering in both good and difficult environments, we seek to outperform the market with less risk over time.
Gleb Esman, Senior Product Manager, Fraud Analytics and Research Matthew Joseff, Senior Security SpecialistRecorded: Oct 10 201855 mins
With the digitalization of our lives, organizations are creating new online services at a faster pace than ever before. Every organization is constantly developing and adding new services, leaving themselves vulnerable to fraudulent activities. The pressure is placed on fraud teams to stay informed and ahead of attackers, who are always creative to exploit new vulnerabilities.
Join this webinar to learn:
● How to recognize examples of fraudulent activities in your environment
● How to more quickly find anomalies of transactions or behaviors of accounts that are fraudulent, acting fraudulently or being taken over
● Recommendations and best practices on how to get started detecting fraudulent patterns and activities
● How using machine data and Splunk’s analytics-driven security platform can help you onboard new data at the speed of the business to ensure that your fraud teams can detect and investigate quickly
From CA Technologies: Sanjay Tailor, Mehdi Medjaoui, Robert Lindberg, David ChuiRecorded: Oct 9 201861 mins
Whether driven by PSD2 compliance, market demand for mobile apps, or fintech competition, open banking is becoming a top priority for financial businesses. Through exclusive research and customer successes, we determined that building a modern application architecture with APIs, microservices and strong authentication is a key success factor in this space. In fact, our latest report shows that fully digital banks enjoy an estimated 25% cost-to-income ratio, versus 60% for traditional institutions.
For this webcast, we assembled a panel that includes Mehdi Medjaoui, author of Banking APIs: State of the Market, along with experts in API and security capabilities, to introduce the elements of modern application architecture that all digital banking business leaders should know about – API management, microservices, strong authentication and risk-based security. You’ll learn about:
* The current state of open banking, and what your peers are doing
* How to invest in modern application architecture to improve your open banking projects
* How to align better with IT to accelerate your time-to-market
All registrants will also benefit from a complimentary copy of our Banking APIs: State of the Market report.
Pierre Beniguel, Gérant de portefeuille de TwentyFour Asset ManagementRecorded: Oct 9 201819 mins
Participez au webinar avec Pierre Beniguel, Gérant de portefeuille de TwentyFour Asset Management, pour une présentation du fonds Vontobel Fund - TwentyFour Strategic Income Fund.
Lors de ce webinar, Pierre abordera également les sujets suivants :
- Quels sont les défis auxquels le marché obligataire est aujourd'hui confronté ? A quel point sommes-nous désormais proches de la fin du cycle du crédit ?
- Quels risques éviter ? et surtout, quels sont ceux auxquels s´exposer pour ce dernier trimestre 2018 ?
- Pierre passera également en revue les secteurs obligataires qui offrent encore des opportunités intéressantes.
Enfin, Pierre détaillera le positionnement actuel du fonds et se pretera à une séance de questions/réponses, animée par Daniel Party, Vontobel Asset Management.
Kevin Brown, VP Strategic Partnerships & Marketing and Sean Healey, Issuing Product ManagerRecorded: Oct 4 201846 mins
Refunds happen. But did you know they're one of the most important touchpoints of your business? With customers returning $642.6 billion in goods each year, refunds represent a huge opportunity to build customer affinity as well as retain and win back customers.
In this webinar you’ll learn how digital refunds can:
•Build brand continuity and affinity
•Drive down costs
•Create convenience for customers and staff
Plus, you’ll learn about the costs savings, operational efficiencies, and security benefits of going digital.
By the end of the webinar you’ll walk away ready to build a digital refunds strategy with these and more insights and practical tools:
•How and why to convert check programs
•The intersection of efficiency and top-notch customer service
•The benefits of offloading escheatment costs and liability
•Leveraging refunds for win-back
Wirecard’s Kevin Brown and Sean Healey will be on hand to share industry insights, walk you through digital refunds, and answer questions.
David Bairstow, SVP Product Management, SkyhookRecorded: Oct 3 201860 mins
Where are your target customers going, and how are they spending their time and, more importantly, their dollars? Location data and intelligence – not just on how consumers are interacting with your brand but also with your competitors – is key to crafting a killer consumer experience and reaching them when and where their hearts and minds (and wallets) are ready to be captured.
From foot traffic patterns and location visits to frequency analysis, custom venue visit analysis offers powerful, actionable insights to companies looking for a competitive edge in a crowded field. Learn how to capture new customer interest, keep older customers coming back, and boost your market share when you join this VB Live event!
Register for free now!
During this webinar you’ll learn how to:
* Boost engagement with location-based consumer insights and competitive intelligence
* Gain insight into the behavioral patterns of customers and prospects
* Apply the best use of location data for your business
* David Bairstow, SVP Product Management, Skyhook
* Sheryl Jacobson, Principal Consulting Strategy and Analytics, Deloitte Consulting LLP
* Stewart Rogers, Analyst at Large, VentureBeat (Moderator)
Frank Coates, Executive Managing Director, Envestnet | Yodlee AnalyticsRecorded: Sep 27 201864 mins
Digital assistants like Amazon Echo and Google Home are changing consumers’ expectations on how they interact with all kinds of companies. So it’s no surprise that financial institutions and other financial service providers are racing to keep up and optimize their customers’ current user experience with flexible and contextualized voice and chat capabilities.
But while investment in these types of conversational technologies continues to grow, there is still confusion about how much these technologies can really drive digital engagement and streamline customer communications.
Don’t miss this chance to understand how voice and chat conversational technologies are creating a more engaging and meaningful experience for your customers.
Webinar attendees will learn:
* How are conversational technologies changing the financial services landscape?
* Things to consider when looking to deploy a voice-enabled solution.
* How can Voice and Chat support a broad range of financial wellness solutions?
* Capitalizing on conversational interfaces to capture and improve customer loyalty.
And much more…
* Frank Coates, Executive Managing Director, Envestnet | Yodlee Analytics
* Ken Dodelin, VP Conversational AI Products, Capital One
* Sandi Boga, Director, Product Innovation, ATB Financial
* Evan Schuman, Moderator, VentureBeat
IR Magazine and sponsored by BloombergRecorded: Sep 25 201851 mins
This webinar will explore how it is vitally important to keep a consistent and unified narrative across and throughout the organization when a crisis hits on social media.
Explore the examples of crisis situations:
The recent abusive Elon Musk twitter postings and the Papa John’s racist storm:
What went wrong for these to happen?
How could these have been dealt with more effectively from an IRO perspective?
Is there a limit to how the IRO can control the company narrative once these comments have been made?
Team working and strategy:
Why IROs should monitor social media posts about their companies.
How can this be done effectively?
How can the IRO put social media at the heart of the overall IRO strategy?
A practical guide to different approaches to social media posting:
The instant reply: ensuring a comment is addressed immediately, in real time.
The promotion of the company via positive PR and good news
The CEO commenting on the business: a good use of senior management being involved and visible
The IRO addressing a specific audience: keeping on message and ensuring a select audience knows the established company message
Explore in turn, the benefits of each approach
The IRO dilemma: social media scope and limits
What is suitable for the IRO to convey on social media? Even in a crisis.
Mark Elwood, Marketing Director, TeleWareRecorded: Sep 25 201850 mins
By 2025, it is estimated that 75% of the workforce will be millennials. With rapidly changing expectations on how, when and where employees want to work, technology is going to play an increasingly important role in attracting and retaining talent.
Join our discussion to find out how the millennial demand for mobility in the workplace could help solve the productivity crisis. Our panel of experts will share their views on:
• Understanding the needs of the millennial worker
• The key steps to providing the right technology within your digital transformation programme
• Why mobility and flexible working is the key to hiring and retaining a millennial workforce
• Demonstrating the proven link between mobility and productivity
This webinar will be hosted by Mark Elwood, Marketing Director, TeleWare. Panellists will include Andrew Fawcett, product manager, TeleWare and guest experts, Dr Lucy Green from Larato and Vicky Ryder from Microsoft
Nate Smalley, Principal Sales Engineer and Andrew Stein, Staff Business Analytics & IoT PractitionerRecorded: Sep 25 201839 mins
Imagine a world without outages. Glorious, isn’t it? We’d like to help you get there. So how do you stop IT events before they escalate into outages? With a little help from machine learning.
The predictive capabilities from the Splunk Machine Learning Toolkit (MLTK) combined with the Event Analytics capabilities in Splunk IT Service Intelligence (ITSI) give operations teams like yours the opportunity to proactively act on an event before it becomes an outage. Whether your current IT state is reactive or you’re already in a somewhat proactive state, these predictive capabilities will be something you’ll want to take note of!
Join our webinar to learn how to:
● Predict a service health score
● Proactively take action based on those predictions
● Employ novel tactics for better incident management using advanced search commands
Chris Bowie, Partner and Portfolio manager at TwentyFour Asset ManagementRecorded: Sep 25 201830 mins
Fixed income investors globally face a huge challenge defending returns against rising rates and resurgent volatility. Central banks are on the path to policy normalisation and in all likelihood the low yields of this cycle are now behind us, while bond market volatility has returned with a vengeance in 2018 as markets struggle to navigate an increasingly unpredictable geopolitical climate.
In this webinar, TwentyFour Asset Management partner and portfolio manager Chris Bowie shows that even within the fixed rate investment grade bond market, there is a mix of assets that can offer protection against these challenging conditions without giving up the potential for absolute returns.
Roger Martin, former dean of the Rotman School of Management at the University of TorontoRecorded: Sep 21 201860 mins
All executives know that strategy is important. But they fear developing a strategy that involves placing bets and making hard choices. As a result, they engage in the more comfortable process of preparing a comprehensive plan—with goals, initiatives, and budgets. This planning process is a terrible way to create strategy.
That’s the view of Roger Martin, former dean of the Rotman School of Management at the University of Toronto and one of the world’s leading thinkers on strategy. Martin argues that managers and companies fall into comfort traps when developing strategy. In this webinar he discusses
-the problems with most strategic planning processes and clear rules for avoiding bad strategy;
-how to focus on cost-based thinking, which makes decisions based on costs and resources, not customers, opportunities, or true strategy; and
-the use of standard frameworks that prevent organizations from making good strategy choices.
Producing better business results starts with a better way of developing strategy. To learn what’s wrong with today’s strategic planning processes and to chart a new, better course for strategy development, watch this on-demand webinar with Roger Martin and HBR
*Note - this is a recorded webcast; any reference to upcoming live activities might not be relevant anymore
IR Magazine and sponsored by Q4Recorded: Sep 20 201861 mins
Thursday, September 20, 2018
8.00 am PST / 11.00 am EST / 4.00 pm BST / 5.00 pm CET
Duration: 30 minutes
Investor targeting is one of the most crucial pillars of a strong IR program, and a comprehensive approach can boost your company’s liquidity, visibility and more. Indeed, more than a quarter (26 percent) of the nominees for the recent IR Magazine Awards – Europe 2018 say that if they had more cash, they would spend it on investor targeting. Almost a third (32 percent) say this is where they would dedicate the extra resources if they had a larger team.
In this webinar, a panel of experts from across the capital markets will look at how investor targeting techniques have evolved in recent years, and look at how they can:
– Boost the accuracy and ROI of your targeting efforts
– Fully understand the behavior of your investor base
– Help to identify new investors or international pools of money
– Enable your company to remain visible in a post-Mifid II world, or amid other changes to the sell side
– Save you time through pipeline and workload management
– Let you report more comprehensively to the board
Short, sharp and packed with expert insight, this webinar will get you up to speed on these critical issues in just 30 minutes. Sign up to BrightTALK to view this essential briefing and be informed of future webinars produced by IR Magazine.
Wouter Van Overfelt, Francesco Tarabini CastellaniNov 13 20189:30 amUTC45 mins
Inefficiencies are prolific in the emerging corporate bond space, making it an active manager’s paradise. In this webinar, Wouter Van Overfelt, Senior Portfolio Manager, will explain how to take advantage of these inefficiencies by complementing tried and tested value-driven strategies with event-driven opportunities.
Wouter will also answer your questions and discuss the following:
-Why he actively seeks stories which other managers avoid.
-Where he is finding value in the current market.
-What his views are on recent market developments.
Ron Dimon, Managing Director of Planning and Analytics at Deloitte Consulting LLPNov 13 201810:00 amUTC46 mins
An increasing number of organizations today are using more accurate, real-time data and encouraging cross-functional collaboration—ultimately driving better-informed decisions about the workforce, investments, and company growth.
In this webinar, Ron Dimon, Managing Director of Planning and Analytics at Deloitte Consulting LLP, will share the benefits of Deloitte’s Connected Planning framework. Currently used by Global 1000 companies, the framework:
-Helps analysts, managers, and executives gain deeper insight into various business functions, including finance, sales, marketing, HR, supply chain, and IT
-Empowers users to connect planning across the organization to drive performance improvements and gain competitive advantage
-Enables true collaboration across the business, globally, with a central data hub
IR Magazine and BloombergNov 14 20184:00 pmUTC60 mins
Are exchange-traded funds (ETFs) a danger to the stock market? Or a natural progression driven by the needs and wants of institutional investors and their clients? One thing is certainly true: inflows into ETFs, index funds and similar products are increasing month on month. In April 2018 alone, passive US equity funds took $18.2 bn of inflows, while active funds suffered $11.4 bn in outflows.
In a bid to understand this investment discipline, this IR Magazine Webinar, held in association with Blooomberg, will aim to find answers to these questions and more with the aid of our panel of expert speakers.
This webinar will look at:
•What ETFs are, how they work and why inflows are increasing
•Understanding index investor behavior, and whether the term ‘passive’ is accurate
•The role of ESG and other themes for passive fund managers
•The tools you can use to examine the investment decisions made by passive funds
Short, sharp and packed with expert insight, this webinar will get you up to speed on these critical issues in just 30 minutes. Sign up to view this essential briefing and be informed of future webinars produced by IR Magazine.
Alec Arons, Ed Williams, CIA, CRMA, Christine Dobrovich, CRMA, and C. Michael Baron, CIA, CISA, CFSA, AMLP of Experis FinanceNov 15 20185:00 pmUTC60 mins
Experis Finance is pleased to announce the third webinar in our Hot Topics series. Our goal is to provide you with a series of webinars that provide practical insights on topics of interest to internal audit, risk and compliance professionals, audit committees, and board members.
Our third session covers Internal Audit Function Effectiveness.
In this webinar, a panel of seasoned Internal Audit practitioners from Experis Finance will share their insights, experiences and recommendations on how Internal Audit functions can assess the effectiveness of their activities. With different drivers and many available possibilities, this is a classic “one size does not fit all” scenario. This session will help Internal Audit leaders understand the available options in order to determine the approach and methodology that best suits their individual situation and relevant stakeholders.
During this webinar, we will address the following topics:
•How is Internal Audit effectiveness defined and how can Internal Audit manage the competing expectations of their stakeholders (Senior Management, the Board, the Audit Committee, Regulators, External Auditors, etc.)?
•What are the elements of the Quality Assurance and Improvement Program (QAIP) as defined by the IIA’s International Standards for the Professional Practice of Internal Auditing? Are there different options and possibilities for assessing Internal Audit effectiveness?
Hunter James, Sr Director, Voiant Group; Jason Loh, Sales Solutions, Anaplan; Linda Connor, Director of Finance, TibcoNov 16 20182:00 pmUTC60 mins
Learn to keep the elements of your go-to-market strategy working in harmony.
Your product and services define what you bring to the market, but your go-to-market is your secret sauce. It’s the strategy that you’re constantly developing to approach, target, and dominate, and it includes how you orchestrate your territory plans, quotas, account segments, incentives, staffing, and KPIs. But how do you tune your go-to-market strategy to strike the perfect note? In this webinar, learn to keep the elements of your go-to-market strategy working in harmony, including:
-How to unify the components of your sales planning process
-Understanding how Anaplan customers gain competitive advantages through improved sales planning
-Ways to align sales territories and quotas to increase the bottom line
Steve Marley, principal at ZS AssociatesNov 20 20189:00 amUTC49 mins
Discover the changing world of incentive compensation. Would a psychologist agree with how we design incentive plans?
Sales compensation plans are traditionally designed around sales roles, and they assume every individual has the same motivations—which psychologists would disagree with. One of the great visions for sales compensation is to provide a level of personalization to sales comp plans to maximize the motivation of individual sales representatives. As a result, more and more companies are tailoring their incentive plans to increase motivation in their sales reps and encourage desired sales behaviors.
Join Steve Marley, co-author of The Future of Sales Compensation, in this webinar as he discusses how companies are enabling personalized incentives to benefit both the individual and the company.
This webinar is brought to you by Anaplan and its partner ZS Associates.
Jeff Ingber-Chief Consultant,Risk;Satish Acharya-Global KYC&AMLPractice Lead;Ashwani Bhardwaj-Global Head Risk Products&FraudNov 20 20187:00 pmUTC45 mins
Consolidating anti-money laundering and anti-fraud functions under an enterprise-wide “anti-financial crime" umbrella can deliver major efficiencies and cost-savings. But it must be approached carefully and thoughtfully, incorporating modern digital tools and developing agile risk management frameworks that enable Financial Institutions to act swiftly, reduce redundancies, and ensure compliance in an increasingly complex global banking environment. In this webinar, we will offer practical takeaways on:
•How merging AML and anti-fraud functions takes advantage of various synergies
•How risk executives can best address challenges in consolidating the two functions
•How a financial institution can maximize the benefits of AML and anti-fraud consolidation, while minimizing cost, burden and inefficiency
•How technological innovations can aid the convergence and make compliance resilient, responsive, and sustainable
Much has been made in recent months of the way Mifid II is likely to place barriers in the way of successfully setting up non-deal roadshows (NDRs), or roadshow meetings, with investors. The expectation is that roadshows will not only involve more figurative legwork to get up and running but also more physical legwork – involving longer periods of travel time as sell-side assistance with scheduling meetings becomes rarer.
In this webinar, speakers are invited to discuss in detail how to use what IROs already know and combine it with the new tools and services filling the space left by the sell side to ensure a sufficient number of meaningful interactions still take place. Speakers will explain best practices for drafting target client lists and outsourcing to the best alternative brokerages in the market. The aim of the discussion will ultimately be to unpack how IROs can embrace and own their newly center-stage role in the current environment without becoming overwhelmed and overburdened.
• The realities of Mifid II with respect to NDRs – What can be worked around and what needs to be addressed?
Matthew Thomas, Asia Bureau Chief, Euromoney Institutional InvestorNov 22 20189:45 amUTC75 mins
Just the beginning: How much room is there for disruption in securities services?
Securities services and post-trade settlement should be ripe for disruption, but there are high barriers to entry for fintech start-ups. How much room is there for disruption in the post-trade lifecycle? Where will innovation come from? What are the best examples in securities services?
More than cryptos: What is the role of blockchain in securities services?
Blockchain is a secure and efficient ledger technology – but it is too often identified entirely with the boom and bust of cryptocurrencies. What role can blockchain play in the securities services business? What specific advantages can blockchain offer in the securities services business? Can private blockchains offer the same advantages as public chains to banks and their customers? Are there risks with this approach?
Embracing change: How can firms pull off the cultural shift?
It is now commonplace for banks, funds and other firms to talk about the importance of innovation and disruption, but to what extent does innovation remain a sideshow for the real decision makers? Do many employees still fear disruption? Should they? How can firms pull off the cultural shift needed to ensure that everyone — from the bottom to the top of an organisation — embraces innovation?
Matthew Thomas, Asia Bureau Chief, Euromoney Institutional Investor
Margaret Harwood-Jones, Global Head, Securities Services for Transaction Banking at Standard Chartered Bank
Alex Manson, Global Head of Standard Chartered Ventures
Gavin Wells, Head of Europe, Digital Asset
Just 29% of UK employees work for firms that operate flexible working policies for all employees according to recent research commissioned by TeleWare.
This highlights the stark differences in how firms are creating workforces who can work flexibly in an increasingly mobile environment. One thing is certain, tools that enable employees to work wherever and whenever they want to are here to stay, but how firms deploy them could be the difference between success or failure.
Join us in the latest webinar in our mobility and productivity programme where we will share exclusive insight into mobile and flexible working practices.
Join our panel of experts to find out:
•The impact on businesses who fail to deliver changing flexible working expectations
•The technological advancements that are helping firms operate flexibly
•The benefits and the pitfalls of a more mobility enabled workforce
•The barriers to successful adoption and how you can overcome them.
Aaron Goldberg - Market Expert at Content 4 IT, Jason Loh - Global Head, Sales Solutions at AnaplanNov 23 20182:00 pmUTC37 mins
In many organizations, sales metrics are typically driven by a sales-only view that can diverge from the company’s overall business plan at the detail level. This is the result of legacy approaches that have limited integration between sales and business operations metrics.In today’s hyper-competitive landscape, successful digital businesses can no longer afford to operate this way.
Building truly connected sales plans and strategies that are tightly linked to enterprise performance management, CRM, and other critical business data ensures that every part of the organization is working together.
Watch this webcast to gain key insights into incentives and best practices for true sales and business alignment.
Brandon Kulik, Principal, Sales Force Effectiveness Practice, Deloitte; Simmi Mehta, Senior Manager, Sales Force EffectivenesNov 27 201810:00 amUTC43 mins
The sales planning process is constantly changing, with new technologies emerging every day to enhance how we meet business goals.However, sales leaders are struggling to understand the implications of artificial intelligence (AI), data and analytics, digital platforms, and robotics, as well as their impact on the business.
Anaplan and Deloitte invite you to join this on-demand webinar to learn how these key technology disruptors are impacting the sales organization.
After the webinar, you will know:
-How to use macro trends to differentiate yourself from competitors
-What sales and channel operations teams can do to understand and harness new capabilities
-The leadership skills and cultural attitudes needed to adopt changes in a sales organization
Matthew Thomas, Asia Bureau Chief, Euromoney Institutional InvestorNov 29 20188:30 amUTC75 mins
How bad are things now?
- To what extent are the barriers that have already been erected by the United States and China damaging trade between the two countries?
- What is the likely impact on GDP?
- Is the trade war already hurting other economies?
Winners and losers
- In the long-run, can either China or the US expect to gain economically from a trade war? Or is it a lose-lose proposition for both economies?
- What about the longer-term impact on other economies, especially those in Asia? Which countries will lose the most from the trade war? Will countries stand to benefit?
- What policies do the China and the US need to put in place to minimise the impact on their domestic markets? How much has China’s move towards a consumption-led economy softened the blow?
How bad can things get?
- How much further will the trade war escalate? Are there areas of potential cooperation where the two sides could come closer together?
- Could non-trade barriers be a future step?
- How should other countries, particular in emerging Asia, prepare for a prolonged trade war?
Matthew Thomas, Asia Bureau Chief, Euromoney Institutional Investor
David Mann, Global Chief Economist, Standard Chartered
Wei Li, Senior Economist, China, Standard Chartered
IR Magazine and WeConveneNov 29 20184:00 pmUTC60 mins
Mifid II kicked off a series of changes in the investor access world. The impact of Mifid II has varied by region, but a few things are unequivocally clear:
•The market for investor access has been democratized, creating opportunities for both traditional and non-traditional participants to provide services to their corporate clients
•The importance of investor access will only ever increase but its value is unlikely to be linked to a dollar amount that is anything other than a logistics charge
•Targeting investors is going to be harder as time goes on given that the breadth and depth of coverage from the sell side will definitely decrease.
Our webinar panel will discuss what the opportunities are for traditional and non-traditional players in the democratized investor access world. We will also discuss what IROs can do to maintain investor access levels, especially when they are coming from new channels or when IROs need to create their own channels to get to new investors.
Short, sharp and packed with expert insight, this webinar will get you up to speed on these critical issues in just 30 minutes. Sign up to BrightTALK to view this essential briefing and be informed of future webinars produced by IR Magazine.
Gene Neyer, Carl Slabicki, Steve Ledford, Jim Reuter, FedDec 6 20185:00 amUTC60 mins
The Federal Reserve have recently requested public comment on a number of proposals. What does the Fed request for comment mean to the Financial Community and ultimately, to the end-user? This is an opportunity to hear from the Fed on what is included in the request and get an insight into the reaction of the incumbent operator, as well as hearing from both a large and a mid-sized bank on their views. As your institution is thinking through the strategic implications, take a listen to the experts and then form your own opinions. We also do encourage you to submit your comments to the Fed by the Dec 14th!