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CFO Strategy

  • Subscription Best Practices: Measuring and Reporting Financial Performance
    Subscription Best Practices: Measuring and Reporting Financial Performance Andrew Chapello Sr. Product Manager, Recurly & Jess Bozzo Content Manager, Argyle Executive Forum Aug 24 2017 3:00 pm UTC 60 mins
    Finance teams deliver more than monthly financial reports. As a subscription business scales, finance professionals are often challenged by the complexities of recurring revenue and billing.

    To succeed, finance leaders need a clear understanding of subscription revenue and the levers it impacts. Join us as we share best practices for accurately measuring and reporting financial performance in subscription commerce.

    In this webinar, you’ll learn:

    • Subscription KPIs every finance professional should know to ensure the health of their business

    • Efficient practices for building financial projections and planning for growth

    • Keys to recognizing recurring revenue for a faster and more efficient month-end close

    • Why flexible integrations—think NetSuite, Quickbooks, Xero and Salesforce—speed financial reporting and informed business decisions

    • How automated subscription billing streamlines operations and recovers revenue to improve the bottom line.
  • The Results Are In!  Workforce Mobility Benchmark Report - Vehicle Edition 2017
    The Results Are In! Workforce Mobility Benchmark Report - Vehicle Edition 2017 Jake Ernest - General Manager and Ken Robinson - Research Analyst Aug 30 2017 5:00 pm UTC 45 mins
    Join us to review and gain insights on what your industry peers are doing in relation to their vehicle reimbursement programs. This webinar will help you understand areas of risk, compliance gaps, financial costs and overall fairness to employees for each program approach.
  • Smarter Buyers Require Smarter Sellers: The New World of Sales Enablement
    Smarter Buyers Require Smarter Sellers: The New World of Sales Enablement Craig Nelson, VP, Enablement, Kurt Wimmers, Enablement Manager, CallidusCloud Sep 5 2017 8:00 pm UTC 60 mins
    Today's consumers come to the negotiating table with more information than ever before. They’ve researched your products online; they’ve read the reviews; they’ve scanned the social channels. For your sales channels to effectively work with these educated buyers, they need onboarding and enablement that goes way beyond basic access to marketing and sales assets. Based on more than a decade of experience deploying sales enablement software, we at CallidusCloud know that you need a dynamic solution that delivers training, content, and coaching in a prescriptive way, if you want to generate consistent revenue growth.

    Attend this session to learn how to:

    •Close deals faster and increase deal sizes and win rates, while reducing time-consuming enablement efforts.
    •Establish a repeatable onboarding process that reduces new staff time to productivity.
    •Deliver content in a prescriptive way that advances today's more informed buyers through the sales process.
    •Improve communication with buyers as well as internally across product management, marketing, sales, and service roles.
    •Apply a ready-to-use sales enablement maturity model that we’ll provide as a take-away to attendees.
  • Preeminent PE: The new Masters of the Tech Universe
    Preeminent PE: The new Masters of the Tech Universe Brenon Daly, Research Director, Financials, 451 Research Sep 7 2017 5:00 pm UTC 75 mins
    Forget Oracle, IBM or any of the other big-name, publicly traded acquirers that – until now --have always set the tone in the tech M&A market. If a tech deal printed in 2017, the buyer is more likely a private equity firm than any of the well-known serial acquirers on the US stock market. This is the first time in the history of the multibillion-dollar tech M&A market that financial acquirers have been busier than these strategic acquirers. To understand how the ever-growing influence of buyout shops is reshaping the tech industry, join 451 Research for an hour-long webinar on Thursday, Sept. 7 2017.
  • Cyber Resiliency: Reducing Your Risk By Increasing Your Resiliency
    Cyber Resiliency: Reducing Your Risk By Increasing Your Resiliency Stephen Head, Mike Gerdes, and Jeff Butler of Experis Finance Sep 12 2017 4:00 pm UTC 60 mins
    Managing operational resilience in today’s digital environment is extremely challenging, whether your organization is public, private or governmental. In response to the continued growth of cyber-attacks, many organizations have decided it’s time to focus more of their efforts on cyber resiliency. This approach to proactively dealing with the potential outcome of cyber-attacks increases the organization’s awareness of the potential impacts and costs, and enables them to take actions that reduce the overall risk to the organization, minimize the impact of cyber-attacks, and more predictably ensure the continuity of essential services.

    This webinar will provide a high-level overview of cyber resiliency and explore the following aspects of cyber resiliency:

    • Where cyber resiliency differs from traditional business continuity management
    • How to determine your organization's need for cyber resiliency
    • Practical ways to assess your current and future organizational exposure
    • Who should be involved in cyber resiliency
    • What are some practice steps to begin implementing a cyber resiliency program

    Whether or not you have embraced a formal cyber resiliency program, this session will provide some practical advice on what cyber resiliency is, how to incorporate it in your organization’s overall business continuity management efforts, and what cyber resiliency can mean to improving your organization’s ability to withstand a cyber attack.

    Presented by:
    Stephen Head, CPA, CISSP, CISM, CBCP
    Sr. Manager - Risk Advisory Services
    Experis Finance

    Mike Gerdes
    Director, Information Security Center of Expertise
    Experis US, Inc.

    Jeff Butler
    Director, Risk Advisory Services
    Experis Finance
  • IR Magazine Webinar - Leverage AI technology to perform competitive analysis
    IR Magazine Webinar - Leverage AI technology to perform competitive analysis IR Magazine and Alphasense Sep 20 2017 3:00 pm UTC 60 mins
    Wednesday, September 20, 2017
    8.00 am PST / 11.00 am EST / 4.00 pm BST / 5.00 pm CET
    Duration: 30 minutes

    As an IR professional, you spend your day preparing for investor calls, monitoring company mentions and responding to questions. If you’re not yet running competitive intelligence as part of your IR practice, you are likely missing valuable information on your industry that can greatly affect your company’s success.

    In order to effectively manage these responsibilities and provide necessary information to the C-suite, IROs need to be the equivalent of a superhero.

    Join us for a webinar to get key tips on how to easily stay on top of your competitive landscape and leverage innovative search technology to:

    •Prepare for conference call questions
    •Know what your peers are saying about you
    •Conduct peer and industry analysis
    •Research markets, products and competition

    In just 30 minutes, you’ll learn how to use technology to instantly find valuable insights and reduce your research and preparation time by hours – even days – so you can focus on showcasing the value your IR program adds to your organization.

    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.
  • Connected devices and the rise of invisible payments
    Connected devices and the rise of invisible payments Kevin Gordon, Lead Innovation Architect, Worldpay Sep 20 2017 4:00 pm UTC 30 mins
    By 2020, five billion people will be online, with 25 billion devices and machines using the Internet. Many devices and machines will share data and services, and the way we engage with machines and devices will fundamentally change. In a world of connected devices, consumer expectations of executing transactions on a phone, tablet, VR device – or even a refrigerator – will be higher than ever.

    As time goes on, devices will become smarter and make more and more decisions for us. We’ll be able to create rules as users to tell our devices what we’re comfortable with them paying for automatically. The use cases for rule-based payment are endless!

    As such, the onus of creating frictionless download and shopping experiences while overcoming barriers between devices lies with each business. When it comes to recurring and subscription payments, the technology underpinning these user experiences across devices is critical. Seamless, simple, and secure are the watchwords of an IoT world.

    Don’t wait until 2020 to address consumer pain points and overcome technological barriers to IoT adoption. Tune in to the latest VB Live event and hone in on the fastest, best ways to prepare for the IoT world. After all, it’s already here. Attend this webinar and find out:

    •How companies are already dealing with device connectivity
    •How the challenges posed by IoT are being solved for today
    •Global consumer attitudes around payments made by devices
    •How payments will become ‘invisible’ or ‘translucent’ for users
    •Payment technology that will enable devices to make decisions

    SPEAKERS:
    * Kevin Gordon, Lead Innovation Architect, Worldpay
    * Stewart Rogers, Director of Marketing Technology, VentureBeat
    * Rachael Brownell, Moderator, VentureBeat

    Sponsored by: Worldpay
  • Win and Wow Customers – 6 Best Practices for Onboarding in Banking and Insurance
    Win and Wow Customers – 6 Best Practices for Onboarding in Banking and Insurance Sheryl Kingstone-451 Research, Jim Marous-Financial Brand, and Sarah Johnson-Kofax Sep 21 2017 6:00 pm UTC 60 mins
    Banks, credit unions and insurance companies may have differing business models, but they all have a common goal: better conversion and retention rates.

    Fortunately, better customer onboarding usually translates to better conversion and retention. For this reason, organizations continue to invest in digital technologies to streamline operations and eliminate time-consuming online interactions in areas such as new account opening, loan origination and policy applications.

    Those first information-intensive interactions, of course, are the most critical: you usually only get once chance to win a new customer’s business. But winning is only part of the equation. What if you could win—and wow—customers from those first moments and keep them engaged throughout the onboarding process?

    Mark your calendars for this upcoming webinar, where industry experts will share six best practices to help your organization win and wow customers:

    • Easy—Enable instant image and data capture via web and mobile technology
    • Accurate—Extract data from pictures of physical documents without error-prone manual entry
    • Automated—Invest in workflow tools to automate and track completion of process steps
    • Visible—Empower staff and customers with process transparency and timely communication
    • Consistent—Ensure data is complete and integrated across internal systems
    • Efficient—Meet expectations for speed, while effectively managing regulatory risks

    Speakers will include:
    •Sheryl Kingstone, Director, 451 Research
    •Sarah Johnson, Industry Solutions Architect, Kofax
    •Jim Marous, Owner and Publisher, Digital Banking Report

    Don’t miss out! Register now >>
  • Cyber-security: The risks to the financial system and how to prepare
    Cyber-security: The risks to the financial system and how to prepare Matthew Thomas, Asia Bureau Chief, Euromoney Institutional Investor Sep 26 2017 8:00 am UTC 105 mins
    Euromoney Moderator:
    Matthew Thomas, Asia Bureau Chief, Euromoney Institutional Investor

    Speakers:
    - Margaret Harwood-Jones, Global Head of Securities Services, Standard Chartered
    - Patrick Wheeler, Director, Cyberwayfinder

    Overview:
    - How much of a threat is cyber-security today?
    - Who should shoulder the burden?
    - How can banks best prepare?
    - Paradigm shifts

    By signing up to this webinar you agree to be contacted (by email) by the hosts Euromoney & Global Capital, as well as the sponsor Standard Chartered.
  • How Governments Adapt:  Digital Transformation a Reality in the Public Sector
    How Governments Adapt: Digital Transformation a Reality in the Public Sector Keith Dawson - Principal Analyst, 451 Research, Michael Mueller- Director - Solutions Management, CenturyLink Sep 27 2017 5:00 pm UTC 60 mins
    Can government institutions use modern tools and technologies to become more flexible and responsive to their constituents? What should they be looking at, and how should they adapt to the challenges of data security, privacy, and reliance on legacy systems? Digital transformation is an ambitious project for any organization; government decision-makers are hoping it will provide a path to broader citizen engagement, empowered employees, and new digital infrastructures that will provide better access to data and services.

    In this webinar we will discuss the results of a survey on the challenges and imperatives of digital transformation, including the perspectives of government managers on their technology and operational challenges and expectations.
  • Are You Running The Right Business Vehicle Program?
    Are You Running The Right Business Vehicle Program? Dillon Blake - General Manager - Southwest and Senior Sales Director Sep 28 2017 4:00 pm UTC 45 mins
    Many firms have a love-hate relationship with their business vehicle program, but it doesn't need to be that way.
    Join us for a information packed 45 minute webinar as we discuss your different options in programs.