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CFO Strategy

  • The Softer Side of IT: Cultivating hard-to-find soft skills in today's workforce The Softer Side of IT: Cultivating hard-to-find soft skills in today's workforce Experis and Right Management Recorded: Jan 17 2017 60 mins
    IT leaders are increasingly uncovering the value of soft skills within their workforce. They’re telling us that soft skills—specifically communication and collaboration skills—can be as important as some technical competencies. What is causing increasing demands for soft skills in IT talent? How do IT leaders assess the soft skills of new recruits? Can these skills be developed in existing employees?

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

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

    * NOTE: This event qualifies for 1 CPE credit.
    Experis is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org. Should this course need to be cancelled or rescheduled by Experis, a 24-hour notice will be provided. For more information regarding administrative policies such as complaint and refund, contact Learning & Development at 414-319-3400.
  • How are pension plans using buy-ins, buy-outs & longevity swaps to reduce risk? How are pension plans using buy-ins, buy-outs & longevity swaps to reduce risk? Clive Wellsteed, Charlie Finch (Partners in LCP's de-risking practice) Recorded: Jan 12 2017 42 mins
    In this webinar Clive Wellsteed and Charlie Finch discuss the key findings from LCP’s December 2016 pensions de-risking report on the buy-in, buy-out and longevity swap market– now in its tenth year – including their predictions for 2017. They also provide some practical advice for pension plans considering whether to transfer risk to an insurer in the future, including building a business case for a buy-in and how to lock-in pricing opportunities with insurers.
  • RegTech 101: Implementing a RegTech Solution in your Organization RegTech 101: Implementing a RegTech Solution in your Organization Jose Caldera, IdentityMind; Oscar Jofre, KoreConX; Juan Lozada, AML/CTF Expert; Lisa Dawson, BSA/AML Expert Recorded: Jan 11 2017 70 mins
    For corporations and financial institutions RegTech is the vehicle to decrease compliance costs, control risks, and minimize the potential for regulatory actions and fines, while gaining operational efficiencies from the automation of manual processes. For regulators, it is the bridge between reactive supervision of financial activities and proactive and preventive real-time monitoring of all market participants. And this is only the beginning; the potential of RegTech is far greater than we can appreciate presently.

    With such an outlook, it is important we understand what RegTech is, and what its not. How to leverage RegTech solutions in order to reap the benefits of automated compliance, monitoring, and risk management; and most importantly how we can implement such solutions in our organizations.

    As with any piece of new technology, the process of discovering, researching, choosing and implementing a RegTech solution is no task for the faint hearted. And, even though we do know the benefits far outweigh the costs, it wouldn’t hurt to have a guiding hand; a roadmap for your first RegTech implementation, and how to achieve successful onboarding.

    Join us for a walk down RegTech Lane. At the end of the webinar you will:

    - Have a clear concept of RegTech, its benefits and potential
    - Know what to take into consideration when researching RegTech solutions for your organization
    - Understand the hurdles to implement a RegTech solution
    - Have a list of action items necessary to overcome these implementation obstacles
  • Designing the Foundations of a Secure Organisation - Cyber Management Alliance Designing the Foundations of a Secure Organisation - Cyber Management Alliance Amar Singh - Cyber Management Alliance Recorded: Jan 3 2017 58 mins
    There are almost 300 controls you could review and select for this year or you can view this webinar and hear what the experts have to say about the most essential controls and how to use them to lay the foundations of a secure resilient business. Let's design a more secure 2017 together.
  • Build A Solid Foundation: Contract Automation with DocuSign for Salesforce Build A Solid Foundation: Contract Automation with DocuSign for Salesforce Darren Bibby AVP, DocuSign, Chris Rzepkowski, GM, Devere Recorded: Dec 28 2016 60 mins
    Never before has there been an opportunity for you to affect powerful digital improvements across your organization.

    Watch this webinar and learn how DeVere Insulation reduced the time to sign documents from days to minutes, eliminated errors, ensured compliance and recognized a sizeable return on investment – all while delighting their customers.
  • Digital Insurance Meeting the Needs of the Digital Customer - Part 3 of 3 Digital Insurance Meeting the Needs of the Digital Customer - Part 3 of 3 Adamn Kruse, AE, DocuSign, Keith Savino CPIA, Warwick Resource Group Recorded: Dec 21 2016 29 mins
    DocuSign and the Big “I” have partnered to bring you a three-part webinar series on digital insurance. Insurers continue to evolve and digitize their businesses to improve workflows, which makes for a better customer experience and a better return on investment.
  • Digital Insurance: The Benefits of a Digital Workforce - Part 2 of 3 Digital Insurance: The Benefits of a Digital Workforce - Part 2 of 3 Kellan McClain, Account Executive, Financial Services and Insurance Recorded: Dec 16 2016 29 mins
    DocuSign and the Big “I” have partnered to bring you a three-part webinar series on digital insurance. Insurers continue to evolve and digitize their businesses to improve workflows, which makes for a better customer experience and a better return on investment.
  • Budgeting Done Right: A Blueprint for Effective Plans Budgeting Done Right: A Blueprint for Effective Plans Tom Peff, Director of Finance, George Coughlin, VP of Marketing, Laura Guntren, Program Manager, Adaptive Insights Recorded: Dec 15 2016 61 mins
    Discover how to effectively add scenario planning to your FP&A toolbox. You'll learn how to define initiatives and drivers that will deliver growth, such as hiring, investments and pricing. The panel also discusses how to evaluate scenarios to determine baseline impact and shares real world stories about how clients and customers are using scenarios to increase business performance.
  • The Benefits of Digitizing Workflows – Part 1 of 3 The Benefits of Digitizing Workflows – Part 1 of 3 Melissa Reed, IIAT, Shawn Johnson, DocuSign Recorded: Dec 14 2016 37 mins
    DocuSign and the Big “I” have partnered to bring you a three-part webinar series on digital insurance. Insurers continue to evolve and digitize their businesses to improve workflows, which makes for a better customer experience and a better return on investment.

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

    By attending this session, participants will:

    -International Tax - Learn about international tax updates including BEPS and, in particular, the impact of Country by Country reporting on compliance and reporting obligations as well as Global Indirect Tax (VAT/GST) updates
    -Federal Tax - Understand the latest developments and changes in federal tax including section 179 and bonus depreciation, deductions which were made permanent or extended via tax extenders bill, and other major developments for business entities
    -State and Local Tax - Be aware of critical state income, sales and use tax legislative modifications and case that may impact your business
  • Building Dashboards that Deliver: 4 Ways to Simplify the Reporting Process Building Dashboards that Deliver: 4 Ways to Simplify the Reporting Process Loren Den Herder, Director of Business Application Development at Moss Adams LLP and Laura Guntren, Partner at Sand Hill UX Recorded: Dec 7 2016 64 mins
    Data has been described as the oil of the 21st century and it is now essential to use data to inform your business decisions. However most modern businesses are data rich, but time poor and don't have time to analyze all of the data that comes through their system, which can severely limit their decision-making ability and can lead to bad choices down the line!

    So join Loren Den Herder, Director of Business Application Development at Moss Adams and Laura Gunten, Partner at San Hill UX as they discuss 4 ways to improve your dashboards to simplify and improve the reporting process:
    - Keeping KPIs Key
    - Visualization & Narrative
    - Delivering in Real-Time
    - Agility, Forecasting and staying ahead of your data
  • Identity & KYC Webinar Series Identity & KYC Webinar Series Michelle Schofield, Ervinna Lim Recorded: Dec 6 2016 29 mins
    Ensure KYC, Reduce Fraud, Provide a Great Customer Experience -- How digital currency is Winning on 3 Fronts

    From traditional banks to, money transfer and now the growing Bitcoin market, meeting KYC requirements is critical. Come learn how Coinbase, the leader in digital currency, is using Jumio to ensure regulatory compliance, reduce fraud, and ensure a frictionless customer experience.
  • IR Magazine Webinar – Drilling down: Using market intel to navigate earnings IR Magazine Webinar – Drilling down: Using market intel to navigate earnings IR Magazine and Q4 Recorded: Dec 1 2016 50 mins
    Thursday, December 1, 2016
    8.00 am PST / 11.00 am EST / 4.00 pm GMT / 5.00 pm CET
    Duration: 30 minutes

    What market intelligence is available to help you navigate key IR activities? Insight into trading can be crucial to avoid blind spots in your IR program and stay ahead of today’s complex markets. In this webinar, we investigate the role stock surveillance can play in areas such as earnings, periods of volatility, short-selling, targeting, international outreach, and more. Join IR Magazine, Q4 and LinkedIn as we drill down into the different uses for market intelligence.

    Join this webinar to:
    • Hear how market intel can support different areas of IR activity
    • Find how to use trading analysis to position your message for earnings
    • Get a clearer picture of volatility and short-selling
    • Discover the link between surveillance and targeting

    Speakers include:
    Matt Danziger, director of investor education, LinkedIn
    Adam Frederick, senior vice president of intelligence, Q4
    Laurie Havelock, journalist and podcaster, IR Magazine

    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.
  • Controlling your pension risk – the pain of 2016 and your actions for 2017 Controlling your pension risk – the pain of 2016 and your actions for 2017 LCP and Nabarro Recorded: Nov 30 2016 40 mins
    Join LCP and Nabarro Law for a webinar for pension scheme sponsors who need to manage their pension challenges going into 2017.
  • Sandro Bucchianeri  - Insights with Cyber Leaders Sandro Bucchianeri - Insights with Cyber Leaders Amar Singh - Cyber Management Alliance Recorded: Nov 26 2016 21 mins
    A fascinating interview with former CISO of Investec and current Group CSO of National Bank of Abhu Dhabi Sandro Bucchianeri. Sandro covers some interestinginsights into his career and issues CISO's face.
  • IR Magazine Webinar - Corporate sustainability & the IRO IR Magazine Webinar - Corporate sustainability & the IRO IR Magazine and Bloomberg Recorded: Nov 22 2016 43 mins
    Recent growth in ESG indices across regions and strategies illustrates that global investors are exploring ways to integrate ESG factors into their investments – aiming to generate not only positive returns but also positive impact.

    Furthermore, investors representing trillions of dollars around the world are asking the SEC to approach corporate reporting on ESG issues as it would any other financial disclosure issue. Investors are also beginning to recognize that companies with strong ESG performance constitute sustainable long-term investments.

    Join a group of experts for a webinar on best practice sustainability communications, which will cover areas including:

    - Communicating long-term stability – how to take the focus away from short-term fluctuations
    - Integrating ESG into established IR programs and coping with the surge in investor interest
    - Telling your ESG story – building your knowledge base and responding efficiently to questions
    - Applying standard IR disciplines such as investor analysis, targeting and communications to sustainability and corporate governance issues
    - Focusing on key issues that are material to the business and have the potential to affect long-term value creation

    Speakers include:

    - Gregory Elders, senior Bloomberg Intelligence ESG analyst, Bloomberg
    - Tim Human, editor, IR Magazine
    - Manjit Jus, head of sustainability application & operations, RobecoSAM

    Tuesday, November 22, 2016
    8.00 am PST / 11.00 am EST / 4.00 pm GMT / 5.00 pm CET
    Duration: 30 minutes
  • Higher Education Industry Spotlight: Tactical to Strategic Finance Higher Education Industry Spotlight: Tactical to Strategic Finance Elizabeth Dionne, Director of Finance at College of the Holy Cross, John McGrath, Budgeting Manager at Babson College Recorded: Nov 17 2016 64 mins
    Higher Education Industry Spotlight: Join this panel discussion with Elizabeth Dionne, Director of Finance at College of the Holy Cross, and John McGrath, Budgeting Manager at Babson College, as they discuss how finance can help better address emerging challenges for educational institutions.
  • Multi-Cloud Management Platforms: The SaaS Solution for Cloud Apps & Workloads Multi-Cloud Management Platforms: The SaaS Solution for Cloud Apps & Workloads Brent Brightwell, SVP Strategy - DoubleHorn Recorded: Nov 10 2016 34 mins
    Everyday, more and more organizations adopt cloud solutions to address their IT needs. Since every cloud provider has unique strengths and weaknesses, it is becoming increasingly common for businesses to implement a variety of cloud solutions from several different providers.

    A multi-cloud management platform is a SaaS (software-as-a-service) application that enables users to manage workloads and applications across multiple cloud providers and different cloud deployment models (public, private, and hybrid). Choosing the right IaaS (Infrastructure-as-a-Service) and PaaS (Platform-as-a-service) providers for your organization can be daunting and confusing.

    In this webinar, we will explore the top six features of a Multi-Cloud Management platform and how they can help your organization succeed in today's digital world.
  • Data Protection & Incident Response - Interactive Data Protection & Incident Response - Interactive Amar Singh - Cyber Management Alliance Recorded: Nov 9 2016 88 mins
    Have your say and share your experience and expertise in this highly interactive incident response workshop, titled Cyber Incident Planning & Response or CIPR. The CIPR workshop will deconstruct the prevailing approach to planning, incident response and the wider field of incident management and identify where and how you can improve and build a more resilient business. This is your chance to get involved and learn from your peers and contribute your own thoughts and opinions in this highly interactive workshop.

    Note: This is not your typical webinar where one, two or three sparks stand on the podium and proclaim their mastery. Rather, Cyber Management Alliance’s unique and interactive approach to webinar’s allows everyone to have a say and share their knowledge. The host, Amar Singh firmly believes that every member of the audience has valuable input and that each attendee brings their own context and perspective. So, join in, share and learn.
  • Put an End to Inefficient Budget Planning Put an End to Inefficient Budget Planning George Coughlin, Vice President at Adaptive Insights Recorded: Nov 3 2016 56 mins
    When planning a budget, reliability is key. It is what you will rely on for the next year and a reference point for everything that you want to do. Yet 3/4 of companies say that their budget becomes obsolete during or after planning, leading to massive confusion, downtime and the need to go back and re-plan. But don't worry, efficient planning can be achieved!

    Join George Coughlin as he looks at the reasons behind inefficient planning, from lack of data integrity to lack of visibility and suggests ways in which you can make sure your budget is efficient, balanced and there to stay!
  • IR Magazine Webinar ‒ Using intelligence to drive decision-making IR Magazine Webinar ‒ Using intelligence to drive decision-making IR Magazine and Nasdaq Recorded: Nov 3 2016 46 mins
    Understanding the make-up of your shareholder base is growing increasingly complex thanks to market fragmentation, globalization of share registers and the spread of algorithmic trading. Meanwhile, the demands on IR professionals are as urgent as ever: to monitor risks, uncover opportunities and effectively leverage that most precious commodity – IR's own time and that of their executives with current and potential investors.

    Join IR Magazine and Nasdaq Corporate Solutions as we dig into innovative approaches to navigate today’s ownership landscape and learn how to use ownership data to support and drive all areas of IR activity.

    In this webinar, you will hear about:

    - How to make sense of today’s complex buy-side landscape
    - Using surveillance as a starting point to guide your IR program
    - The potential of big data to identify new targeting opportunities
    - Proactively identifying activist investors with speed and accuracy

    Speakers include:

    - Brad Allen, freelance business writer and journalist, IR Magazine
    - James Tickner, senior director, corporate solutions product development, Nasdaq
    - Charles Triano, senior vice president, investor relations, Pfizer

    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.

    Thursday, November 3, 2016
    8.00 am PST / 11.00 am EST / 3.00 pm GMT / 4.00 pm CET
    Duration: 30 minutes
  • The Goldilocks Budget: Best practices for developing your “just right” budget The Goldilocks Budget: Best practices for developing your “just right” budget Jeff Epstein, Operating Partner, Bessemer Venture Partners Recorded: Oct 25 2016 33 mins
    Getting to a budget that is “just right” for the needs of your organization can prove a painstaking and daunting task. Yet by following a proven approach developed by Jeff Epstein and Byron Deeter of Bessemer Venture Partners, you can establish a transformative budgeting practice that enhances communication and collaboration, better informs planning, and can even help drive growth.

    In this Webinar, you will learn how to:

    Motivate your teams to perform and achieve at their highest levels.
    Invest resources in the highest priority projects.
    Protect the company if things go wrong or unforeseen challenges arise.
  • LCP Webinar: Pensions accounting in challenging times LCP Webinar: Pensions accounting in challenging times Phil Cuddeford, Tim Marklew and Jonathan Griffith Recorded: Oct 20 2016 40 mins
    Following the EU referendum, falling bond yields have pushed company pension liabilities, measured under IAS19, FRS102 or overseas accounting standards, to new heights. This webinar will update companies on how they react to these challenging conditions.
  • Virtualization: The Key to Approachable Disaster Recovery Virtualization: The Key to Approachable Disaster Recovery Jim Hannan, Principal Architect & Chris Vacanti, Senior Consultant, House of Brick Technologies Recorded: Oct 19 2016 58 mins
    Come prepared to look at disaster recovery planning with a 360 degree view for the enterprise and SMB space, and walk away with technical ideas you can begin to implement immediately. During this presentation, we will discuss disaster recovery planning considerations and partnerships. We will also walk through technical solutions that provide a way to use virtualization and storage strategies for an approachable DR solution.
  • The Relevance of Business Continuity Management The Relevance of Business Continuity Management Jeffrey Butler, Risk Advisory Services for Experis Finance Recorded: Oct 13 2016 60 mins
    Why is Business Continuity Management (BCM) relevant to your organization? BCM is most relevant to organizations seeking to mitigate exposure to emerging global risk and trends. Learn the "value added" role of Internal Audit.

    After attending this webinar, you will be able to:
    •Understand the importance of Business Continuity Management to your organization
    •Discover the emerging global risks and trends that could impact the viability of your organization
    •Learn the "value added" role of Internal Audit as it relates to Business Continuity Management