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CFO Strategy

  • RPA : Flash in the pan or here to stay?
    RPA : Flash in the pan or here to stay?
    Sanjay Srivastava, Chief Digital Officer, Genpact Recorded: Nov 12 2018 41 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
  • Re:Call from TeleWare at Microsoft Future Decoded 2018
    Re:Call from TeleWare at Microsoft Future Decoded 2018
    Mark Elwood - Marketing Director, TeleWare Recorded: Nov 12 2018 2 mins
    Check out our highlights video from Future Decoded 2018 to see what we got up to (you might have even made the final cut!).
  • Bridging the gap: Connecting strategy & execution through better sales planning
    Bridging the gap: Connecting strategy & execution through better sales planning
    Steve Silver, Sales Operations Senior Research Director at SiriusDecisions; Jason Loh, Global Head of Sales Solutions at Anap Recorded: Nov 9 2018 54 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
  • Regulating financial benchmarks for European transactions
    Regulating financial benchmarks for European transactions
    Jeremy Jennings-Mares, partner and Peter Green, senior of counsel, Morrison & Foerster, John Crabb, IFLR Recorded: Nov 7 2018 64 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 Webinar – Making the most of the proxy statement summary
    Corporate Secretary Webinar – Making the most of the proxy statement summary
    Corporate Secretary and Labrador Recorded: Nov 6 2018 37 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?

    Corporate Secretary has partnered with Labrador to deliver you this webinar. Corporate Secretary and Labrador 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 Labrador. Your data will be processed in accordance with Corporate Secretary's privacy policy: www.corporatesecretary.com/content/privacy-policy and Labrador’s privacy policy: https://www.labrador-company.com/privacy-copyright%20-policy/
  • Innovation Through Digital Transformation
    Innovation Through Digital Transformation
    Dave Welch, Christine McMonigal, Oliver Linder, Jay Hibbin Recorded: Nov 6 2018 51 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.

    Panellists
    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
  • DFTP and Hong Kong – Identify an efficient jurisdiction for aircraft leasing
    DFTP and Hong Kong – Identify an efficient jurisdiction for aircraft leasing
    Tejaswi Nimmagadda, King & Wood Mallesons | John Timpany, KPMG | Liu Yi, Rui Bai Law Firm | Kevin Butler, TMF Group Recorded: Nov 6 2018 63 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?
  • The Path to a Software-Defined Business - Next-Gen Trends and Technologies
    The Path to a Software-Defined Business - Next-Gen Trends and Technologies
    Omar Alassil, Dave Welch, Melinda Safdarzadeh Recorded: Oct 31 2018 62 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

    Panellists;
    Dave Welch, CTO, House of Brick Technologies
    Melinda Safdarzadeh, Senior Business Manager, Hybrid Cloud, Data Center Group at Intel
  • Corporate Secretary Webinar – How are you handling cyber-security?
    Corporate Secretary Webinar – How are you handling cyber-security?
    Corporat Secretary and Nasdaq Recorded: Oct 30 2018 45 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

    Speakers include:
    • 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.

    Corporate Secretary has partnered with Nasdaq to deliver you this webinar. Corporate Secretary and Nasdaq 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 Nasdaq. Your data will be processed in accordance with Corporate Secretary's privacy policy: www.corporatesecretary.com/content/privacy-policy and Nasdaq’s privacy policy: www.business.nasdaq.com/privacy-statement
  • An Investor's Guide to Climate Change
    An Investor's Guide to Climate Change
    Sam Gill Recorded: Oct 18 2018 41 mins
    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.
  • Global Payout Solution – The Secret Sauce for Your Digital Payment Strategy
    Global Payout Solution – The Secret Sauce for Your Digital Payment Strategy
    Hadi Hafez, Key Account Manager, Travel and Mobility & Asmir Lukavackic, Sales Manager, Travel and Mobility, Wirecard Recorded: Oct 18 2018 40 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!
  • Hot or Hype? Trends in Technology M&A
    Hot or Hype? Trends in Technology M&A
    Jim Ackerman-VP, Corporate Development, Flex Ltd; Shruti Gandhi-Co-Founder, Array Ventures; Ivan Schlager - Partner, Skadden Recorded: Oct 11 2018 61 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?
  • Downside Protection in Emerging Markets Equities
    Downside Protection in Emerging Markets Equities
    Jin Zhang, Portfolio Manager in our Quality Growth Boutique Recorded: Oct 11 2018 26 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.
  • Find Fraud’s Fingerprints in Machine Data
    Find Fraud’s Fingerprints in Machine Data
    Gleb Esman, Senior Product Manager, Fraud Analytics and Research Matthew Joseff, Senior Security Specialist Recorded: Oct 10 2018 55 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
  • Accelerate Open Banking with APIs, Strong Authentication and Risk-Based Security
    Accelerate Open Banking with APIs, Strong Authentication and Risk-Based Security
    From CA Technologies: Sanjay Tailor, Mehdi Medjaoui, Robert Lindberg, David Chui Recorded: Oct 9 2018 61 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.
  • Découvrez  le fonds : Vontobel Fund - TwentyFour Strategic Income Fund
    Découvrez le fonds : Vontobel Fund - TwentyFour Strategic Income Fund
    Pierre Beniguel, Gérant de portefeuille de TwentyFour Asset Management Recorded: Oct 9 2018 19 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.
  • Digital Refunds: 5 Ways to Achieve an Effective Refunds Program
    Digital Refunds: 5 Ways to Achieve an Effective Refunds Program
    Kevin Brown, VP Strategic Partnerships & Marketing and Sean Healey, Issuing Product Manager Recorded: Oct 4 2018 46 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
    •Manage payouts
    •Minimize risk
    •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.

    Ready to make the most of your refunds? Join us.
  • Location data: The secret to really knowing your customer
    Location data: The secret to really knowing your customer
    David Bairstow, SVP Product Management, Skyhook Recorded: Oct 3 2018 60 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

    Speakers:
    * David Bairstow, SVP Product Management, Skyhook
    * Sheryl Jacobson, Principal Consulting Strategy and Analytics, Deloitte Consulting LLP
    * Stewart Rogers, Analyst at Large, VentureBeat (Moderator)

    Sponsored by Skyhook
  • How fintech is using voice and chat to revolutionize customer experience
    How fintech is using voice and chat to revolutionize customer experience
    Frank Coates, Executive Managing Director, Envestnet | Yodlee Analytics Recorded: Sep 27 2018 64 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…

    Speakers:
    * 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

    Sponsored by Yodlee
  • IR Magazine Webinar - Keep control of the company narrative in social media age
    IR Magazine Webinar - Keep control of the company narrative in social media age
    IR Magazine and sponsored by Bloomberg Recorded: Sep 25 2018 51 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.

    IR Magazine has partnered with Bloomberg to deliver you this webinar. IR Magazine and Bloomberg 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 Bloomberg. Your data will be processed in accordance with IR Magazine’s privacy policy: https://www.irmagazine.com/privacy and Bloomberg’s privacy policy: www.bloomberg.com/notices/privacy/.
  • Could millennials be the key to ending the productivity crisis?
    Could millennials be the key to ending the productivity crisis?
    Mark Elwood, Marketing Director, TeleWare Recorded: Sep 25 2018 50 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
  • Predicting Failures Before They Happen With Machine Learning
    Predicting Failures Before They Happen With Machine Learning
    Nate Smalley, Principal Sales Engineer and Andrew Stein, Staff Business Analytics & IoT Practitioner Recorded: Sep 25 2018 39 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
  • Protecting a bond portfolio from duration and volatility
    Protecting a bond portfolio from duration and volatility
    Chris Bowie, Partner and Portfolio manager at TwentyFour Asset Management Recorded: Sep 25 2018 30 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.
  • The Big Lie of Strategic Planning
    The Big Lie of Strategic Planning
    Roger Martin, former dean of the Rotman School of Management at the University of Toronto Recorded: Sep 21 2018 60 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 Webinar – Maximizing the impact of investor targeting techniques
    IR Magazine Webinar – Maximizing the impact of investor targeting techniques
    IR Magazine and sponsored by Q4 Recorded: Sep 20 2018 61 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.

    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.
  • Emerging markets corporate bonds
    Emerging markets corporate bonds
    Wouter Van Overfelt, Francesco Tarabini Castellani Nov 13 2018 9:30 am UTC 45 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.
  • Connected planning: A framework for enterprise collaboration
    Connected planning: A framework for enterprise collaboration
    Ron Dimon, Managing Director of Planning and Analytics at Deloitte Consulting LLP Nov 13 2018 10:00 am UTC 46 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 Webinar - Understanding ETFs and indexes: What do you need to know?
    IR Magazine Webinar - Understanding ETFs and indexes: What do you need to know?
    IR Magazine and Bloomberg Nov 14 2018 4:00 pm UTC 60 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.

    IR Magazine has partnered with Bloomberg to deliver you this webinar. IR Magazine and Bloomberg 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 Bloomberg. Your data will be processed in accordance with IR Magazine’s privacy policy: www.irmagazine.com/privacy and Bloomberg’s privacy policy: www.bloomberg.com/notices/privacy
  • How Effective is Your Internal Audit Function?
    How Effective is Your Internal Audit Function?
    Alec Arons, Ed Williams, CIA, CRMA, Christine Dobrovich, CRMA, and C. Michael Baron, CIA, CISA, CFSA, AMLP of Experis Finance Nov 15 2018 5:00 pm UTC 60 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?
  • Conducting the symphony: How to coordinate your sales planning initiatives
    Conducting the symphony: How to coordinate your sales planning initiatives
    Hunter James, Sr Director, Voiant Group; Jason Loh, Sales Solutions, Anaplan; Linda Connor, Director of Finance, Tibco Nov 16 2018 2:00 pm UTC 60 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
  • Creating motivating and personalized incentive plans
    Creating motivating and personalized incentive plans
    Steve Marley, principal at ZS Associates Nov 20 2018 9:00 am UTC 49 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.
  • Anti-money Laundering and Anti-Fraud: Together is better
    Anti-money Laundering and Anti-Fraud: Together is better
    Jeff Ingber-Chief Consultant,Risk;Satish Acharya-Global KYC&AMLPractice Lead;Ashwani Bhardwaj-Global Head Risk Products&Fraud Nov 20 2018 7:00 pm UTC 45 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
  • IR Magazine Webinar – Getting roadshows right in a changing landscape
    IR Magazine Webinar – Getting roadshows right in a changing landscape
    IR Magazine and Q4 Nov 21 2018 4:00 pm UTC 60 mins
    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?

    IR Magazine has partnered with Q4 to deliver this webinar to you. 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 emailing with the word ‘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: https://www.q4inc.com/privacy-policy/default.aspx.
  • Securities Services and Fintech: Embracing Disruption
    Securities Services and Fintech: Embracing Disruption
    Matthew Thomas, Asia Bureau Chief, Euromoney Institutional Investor Nov 22 2018 9:45 am UTC 75 mins
    Agenda:

    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?

    Euromoney moderator:
    Matthew Thomas, Asia Bureau Chief, Euromoney Institutional Investor

    Speakers:
    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
  • How To Create A Mobile-First People Strategy To Modernise Employment
    How To Create A Mobile-First People Strategy To Modernise Employment
    Mark Elwood Nov 22 2018 11:00 am UTC 45 mins
    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.
  • Next generation sales and business alignment: Driving past legacy integration
    Next generation sales and business alignment: Driving past legacy integration
    Aaron Goldberg - Market Expert at Content 4 IT, Jason Loh - Global Head, Sales Solutions at Anaplan Nov 23 2018 2:00 pm UTC 37 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.
  • The future of sales: How big shifts will impact your sales organization
    The future of sales: How big shifts will impact your sales organization
    Brandon Kulik, Principal, Sales Force Effectiveness Practice, Deloitte; Simmi Mehta, Senior Manager, Sales Force Effectivenes Nov 27 2018 10:00 am UTC 43 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
  • The US-China Trade War: Will Everyone Be Worse Off?
    The US-China Trade War: Will Everyone Be Worse Off?
    Matthew Thomas, Asia Bureau Chief, Euromoney Institutional Investor Nov 29 2018 8:30 am UTC 75 mins
    Agenda:

    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?

    Euromoney moderator:
    Matthew Thomas, Asia Bureau Chief, Euromoney Institutional Investor

    Speakers include:
    David Mann, Global Chief Economist, Standard Chartered
    Wei Li, Senior Economist, China, Standard Chartered
  • IR Magazine Webinar – Investor access democratized: What it means for capital ma
    IR Magazine Webinar – Investor access democratized: What it means for capital ma
    IR Magazine and WeConvene Nov 29 2018 4:00 pm UTC 60 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.

    IR Magazine has partnered with WeConvene to deliver this webinar to you. IR Magazine and WeConvene 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 emailing with the word ‘unsubscribe’ in the subject line or by clicking on the ‘unsubscribe’ link in any email from us or WeConvene. Your data will be processed in accordance with IR Magazine’s privacy policy: www.irmagazine.com/privacy and WeConvene’s privacy policy: www.weconvene.com/legal.
  • The journey towards a faster, safer and more efficient payments system in the US
    The journey towards a faster, safer and more efficient payments system in the US
    Gene Neyer, Carl Slabicki, Steve Ledford, Jim Reuter, Fed Dec 6 2018 5:00 am UTC 60 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!