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CFO Strategy

  • 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: Jul 19 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.
  • Hot Topics for Internal Audit
    Hot Topics for Internal Audit Tim Lietz and Ed Williams of Experis Finance Recorded: Jul 18 2018 61 mins
    Experis Finance is pleased to announce the first of our Hot Topics Series for Chief Audit Executives and their teams. Our goal is to provide you with a series of webinars that provide practical insights on topics of interest to internal audit professionals. Our first session will cover Agility and preparing for Robotic Process Automation.

    The webinar will provide participants with the following learning objectives:

    •Define Agility in the context of Internal Audit
    •Share pragmatic insights in how to define and execute an Agile transformation
    •Discuss RPA and in practical terms as companies begin to assess, plan and implement
    •Highlight the role of audit in assessing the overall RPA plan
    •Link the opportunities of RPA to the concepts of Agile Auditing

    Presented by:
    Tim Lietz – CIA, CRMA, MBA
    Regional Director, Risk Advisory Services
    Experis Finance

    Ed Williams CIA, CRMA
    Sr. Manager, Risk Advisory Services
    Experis Finance
  • How to Drive Customer Success in the Cloud with Splunk and Amazon Web Services
    How to Drive Customer Success in the Cloud with Splunk and Amazon Web Services Doug Merritt, CEO, Spunk, and Andy Jassy, CEO, AWS Recorded: Jul 11 2018 5 mins
    Watch Splunk CEO, Doug Merritt, and AWS CEO, Andy Jassy discuss how Splunk and AWS work together to drive customer success in the cloud.
  • How avoiding carbon emissions can benefit investor portfolios
    How avoiding carbon emissions can benefit investor portfolios Pascal Dudle, CEFA, portfolio manager; Marco Lenfers, CFA, client portfolio manager Recorded: Jul 5 2018 16 mins
    As investors, millennials usually are “sustainials”. They keep an eye on the positive environmental impact of their portfolio holdings as well as on financial returns. But they need to separate the wheat from the chaff. For instance, what’s the correct way of measuring carbon emissions? Either you apply the backward-looking CO2 footprint method, or you look ahead, using the less-known concept of “avoided CO2-emissions” instead.

    Why we prefer the “avoided CO2 emissions” concept to the “carbon footprint” method

    In this webinar, Pascal Dudle and Marco Lenfers of the Sustainable & Thematic Boutique explain the difference between these two methods, using the lighting industry as an example. Their main points:

    -Clean-tech companies with the potential to avoid emissions help achieve the United Nations’ Sustainable Development Goals
    -They are likely to gain market share and face fewer regulatory issues than competitors
    -As a consequence, their shares should rise and benefit investor portfolios
  • Being bold with digital in FP&A: the view from GSK
    Being bold with digital in FP&A: the view from GSK Oleg Dubianskij, Head of Global FP&A, GSK Recorded: Jul 2 2018 3 mins
    GSK's head of Global FP&A Oleg Dubianskij talks about "digital's biggest opportunity," and how leadership must "be bold" in taking risks to capitalize on it. Among other topics, Oleg discusses how new highly advanced internal and external data mining techniques are having an impact on organizational insight as never before.
  • How is Danske Bank's digital strategy impacting its finance function?
    How is Danske Bank's digital strategy impacting its finance function? Morten Mosegaard Christensen, executive vice president, head of group finance, Danske Bank Recorded: Jul 2 2018 3 mins
    Digital can be transformative and drive heightened efficiencies for the finance function if leaders facilitate the process and allocate resources to it, Morten Mosegaard Christensen, executive vice president, head of group finance, Danske Bank told Genpact in a video interview.
  • Lease accounting compliance: How can Genpact and LeaseAccelerator help
    Lease accounting compliance: How can Genpact and LeaseAccelerator help Michael Keeler, CEO, LeaseAccelerator Recorded: Jul 2 2018 3 mins
    Very soon global companies will have to comply with the new lease accounting rules but they cannot do it on their own. Genpact and LeaseAccelerator jointly offer a unique and outcome-oriented solution that helps companies achieve compliance efficiently by the deadline.
  • Webinar - ESG matters: materiality and a growing list of questions
    Webinar - ESG matters: materiality and a growing list of questions IR Magazine, Corporate Secretary and Intelligize Recorded: Jun 26 2018 57 mins
    Tuesday, June 26, 2018
    8.00 am PST / 11.00 am EST / 4.00 pm BST / 5.00 pm CET
    Duration: 30 minutes

    The debate around ESG is one of the most compelling in the IR world at the moment: are governance teams at large institutional investors dictating a narrative that is unrepresentative of the broader investment community or are investors genuinely broadening their assessment of what they deem to be material for their investment process?

    What is clear is that ESG is much more of a talking point on earnings calls and in other forums between investors and issuers, according to data from Intelligize. In this webinar we will explore how IR teams and corporate secretaries are working together to ensure that their company is well prepared for investor questions on ESG – whether they come from portfolio managers or governance teams.

    Speakers include:

    •Moderator: Ben Ashwell, digital editor, IR Magazine
    •David Burdziuk, director of IR, Suncor Energy
    •Marc Butler, director of thought leadership, Intelligize
    •Sally Curley, founder and CEO, Curley Global IR (CGIR)


    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 and Corporate Secretary.

    Holders of the NIRI IRC® credential can earn 1 professional development unit (PDU) per webinar. IRC-credentialed speakers may also earn PDUs. More information is available at www.niri.org/certification.

    By registering for this webinar you agree to IR Magazine’s privacy policy: https://www.irmagazine.com/privacy and Inetlligize’s privacy policy: https://www.intelligize.com/privacy-policy/
  • China's Bond Market Reforms: How Can Foreign Investors Reap the Benefits?
    China's Bond Market Reforms: How Can Foreign Investors Reap the Benefits? Moderator; Matthew Thomas, Asia Bureau Chief, Euromoney Institutional Investor Recorded: Jun 20 2018 56 mins
    The discussion will cover the following topics:
    How does Bond Connect compare to previous schemes targeted towards foreign investors, including QFII/RQFII and CIBM Direct? What are the advantages it offers over those programmes?

    What are the hurdles still remaining for investors using the Bond Connect scheme? European Ucits funds remain locked out of the market because of delivery-versus-payment issues -- are there other problems investors need to see addressed?

    Is the Hong Kong-China Bond Connect only the first step in a wider series of reforms? How much impact could London-China Bond Connect have on foreign fund flows into China's bond market?

    How important is China's inclusion in global bond indices going to be for driving demand from offshore investors? How much has that impacted demand already?

    What reforms do Chinese regulators need to make to ensure a more widespread inclusion in the global indices? Do you see these happening anytime soon?

    What opportunities do wholly-owned foreign enterprises (WFOEs) offer to foreign investors? Are these increasingly going to become the best way to bridge the gap between the onshore and offshore bond markets?

    Finally, when will foreign investors start to buy a broader range of credits in China's onshore bond market? Will China soon become a credit play rather than just a rates play?

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

    Speakers:
    David Yim, Head of Debt Capital Markets, GCNA, Standard Chartered
    Nick Gendron, Global Product Manager, Bloomberg Barclays
    Freddy Wong, Portfolio Manager, Fidelity
    Eric Liu, Director, China Fixed Income Manager, BlackRock
    Adam McCabe, Head of Asian Fixed Income, Aberdeen Standard Investments
  • Financial Implications of Climate Change Legislation and Litigation
    Financial Implications of Climate Change Legislation and Litigation James Cameron Recorded: Jun 19 2018 46 mins
    In this webinar, we discuss the financial implications of climate change legislation and litigation with Richard Saines, Richard Lord and James Cameron.

    Agenda:
    - Current trends in climate litigation

    - Climate change and fiduciary duty, are they linked? 

    - Legal issues and their likely impact on US corporations and investors worldwide

    - Risk mitigation in the era of climate change for investors and company directors

    Speakers:
    Richard Saines, Partner at Baker McKenzie
    
Richard heads the North America Climate Change and Environmental Markets Practice at Baker McKenzie. He is recognised by Chambers USA and Chambers Global as a leading climate change lawyer.

    Richard Lord, Q.C. at Brick Court Chambers, London

    Richard has appeared in and advised on numerous cases in tribunals at The Supreme Court and House of Lords. He co-edited the book Climate Change Liability: Transnational Law and Practice.

    James Cameron, Chairman of Overseas Development Institute, and Chairman of Engaged Tracking
    
James has worked on climate change matters including the United Nations Framework Convention on Climate Change and Kyoto Protocol. He recently advised the Fijian presidency at COP23 in Bonn.
  • Why IAM Built on Open-Standards is the Key to Open Banking
    Why IAM Built on Open-Standards is the Key to Open Banking Rob Otto, EMEA Field CTO, Ping Identity; Barry O'Donohoe, Senior Partner, RaiDiAM Recorded: Jun 13 2018 60 mins
    Security, Compliance and User Experience - Why Identity Access Management Built on Open-Standards is the Key to Open Banking

    Learn how identity & access management (IAM) solutions, built on open standards, can help meet the technical requirements of PSD2 and Open Banking, including secure XS2A (access to accounts), Strong Customer Authentication (SCA), Dynamic Linking, and Consent Management, all while providing a seamless user experience and distinct competitive advantage.
  • LIVE DEMO - Securing your Open Banking API implementation
    LIVE DEMO - Securing your Open Banking API implementation Isabelle Mauny, CTO & Co-Founder, 42Crunch Recorded: Jun 7 2018 62 mins
    .During this practical webinar, you will learn:
        
    1. Why TLS and OAuth2 are not enough to secure your APIs
    API Security has a much wider spectrum and even if you are using OAuth today, you may not use it in a way that is adapted to the risk taken when exposing Open banking APIs. What about API attacks protection ? PKCE ? Message confidentiality and integrity ? 

    2. Why API security must be declared and not coded
    Developers should not have to master security standards such as OAuth and OpenID Connect and try to implement them properly into their APIs. Instead, they should rely on proven, reliable policies approved by the bank’s security team and simply apply those policies on top of their APIs.

    3. How declarative security helps with consistency and automation
    42Crunch's innovative tagging mechanisms can be used by developers to express security constraints on top of their Open API definitions (aka Swagger). Those tags are translated automatically, either via the UI or in the CI/CD pipeline into policies which are applied on APIs requests/responses, making it possible to apply security as early as possible in the API lifecycle and find security vulnerabilities early.

    4. How to enforce security in a scalable way using micro-firewalls
    We will show how to deploy the 42Crunch API Firewall at run-time whether on premises, in the Cloud or in a hybrid environment and how to monitor the system through real-time security dashboards.
  • The future of record to report
    The future of record to report Vivek Saxena, SVP Record to Report, Genpact Recorded: Jun 6 2018 3 mins
    Vivek Saxena, SVP Record to Report, discusses the challenges facing finance teams with record to report (R2R) and how they can transform operations with digital technologies. Find out why on-demand close is the future for R2R.
  • The claims process of the future
    The claims process of the future Jeffrey Saye, Vice President, Insurance, Genpact Recorded: Jun 6 2018 3 mins
    Digital technologies are fundamentally changing the way insurance claims are processed, with huge potential customer service and efficiency gains. But what needs to change for touchless claims to become a reality?
  • Generating risk management impact - Financial Spreading
    Generating risk management impact - Financial Spreading Genpact Recorded: Jun 6 2018 5 mins
    Digital based financial spreading has a lot of potential and capabilities in the world of commercial banking, this also generates risk management impact.
  • CECL Planning & Implementation: Smaller, Less Complex Financial Institutions
    CECL Planning & Implementation: Smaller, Less Complex Financial Institutions C. Michael Baron, Erik Mahlke, and John R. Fleming with Experis Recorded: May 24 2018 61 mins
    Issued by the FASB in 2016, the implementation dates for CECL (Current Expected Credit Loss) are approaching and it is essential that appropriate planning and implementation tasks start soon so that banks can be assured of meeting key milestones, most notable the objective of running parallel calculations for the year preceding the go live date. Proper CECL planning is a multi-discipline effort, requiring the time and effort of many of each bank’s accounting, risk and IT groups.
    This informative webinar will provide a practical overview of planning and implementation considerations facing smaller, less complex financial institutions, including coverage of the following topics:
    •Description of the CECL standard and comparison to the existing Incurred Loss Method (we will focus our discussion on the impact to the ALLL account)
    •Review of key planning and implementation tasks including guidance needed to establish timelines, key decisions that need to be made and how to leverage existing processes
    •Update on recent CECL developments including regulatory guidance on potential capital treatment and a description of the proposed auditing standard covering estimates

    Our presenters will share their perspectives and industry experience:
    C. Michael Baron (CIA, CISA, CFSA, AMLP)
    Regional Practice Director, Financial Services – Northeast

    Erik Mahlke
    Engagement Manager, Financial Services – Midwest

    John R. Fleming
    Technical Accounting SME, Financial Services - Northeast
  • Understanding the SEC’s Guidance on Cybersecurity Disclosures and Compliance
    Understanding the SEC’s Guidance on Cybersecurity Disclosures and Compliance Marty Dunn and Emily Beers, Morrison & Foerster; Suzanne Barr, Fannie Mae Recorded: May 24 2018 61 mins
    The US Securities and Exchange Commission (SEC) recently indicated it was intensifying scrutiny of public companies’ cybersecurity practices. In this webinar we will cover:
    - The latest SEC guidance on cyber risk disclosure and insider trading practices for public companies;
    - The impact of the guidance on public company disclosure regarding cyber risk disclosure;
    - Insider trading practices following the guidance; and
    - Recent SEC enforcement action regarding cyber risk disclosure.
  • New approaches to Low Carbon Investing
    New approaches to Low Carbon Investing Sam Gill Recorded: May 18 2018 42 mins
    With regulation to limit carbon emissions increasing worldwide, low carbon investment strategies are a hot topic among our members. Research from Engaged Tracking has shown that investment strategies that ‘tilt’ away from carbon-intensive companies towards more carbon-efficient ones have been outperforming the market.


    In this session we explore new approaches to low carbon investment, including:
    - Snapshot of the current market
    - Isabelle Delattre, CIO at Raymond James Asset Management, sharing insights on the process of designing a new ‘carbon momentum’ strategy
    - Engaged Tracking’s approach: designing new low carbon investment strategies


    Presenters:
    Sam Gill, CEO of Engaged Tracking
    Isabelle Delattre, CIO of Raymond James Asset Management International
  • Cash in at scale on the esports explosion
    Cash in at scale on the esports explosion Dean Takahashi, Lead Writer, GamesBeat Recorded: May 9 2018 60 mins
    The esports market is on fire. Last year 43 million people watched the League of Legends world championships, a multiplayer fighting game. And it's not a niche market of teenage boys in basements. A recent report found that 31 million people watch esports tournaments in the U.S., and more than double that -- 68M -- in China.

    And the question is -- how do you monetize that at scale?

    Look to the wild success of the Asia-Pacific esports companies. The companies who stage events like China’s 2017 Riot Championships, which posted more than 32 million viewers, have been able to compel customers to actually pay to view content, and even tip players, with the right streaming and payment technologies.

    Don’t miss this VB Live event for keen insights from leaders in the space on how U.S. companies can effectively operate globally or begin to expand globally. You’ll learn how to confront the challenges that scaling your audience can pose and improve it, from west to east, as you look to capture more of the global audience opportunity.

    Register now for free.

    You’ll learn about:
    * The opportunities provided by the growth in the esports streaming content market
    * What's causing the streaming content surge and market growth
    * The technology making this explosive esports growth possible on a global scale
    * Confronting the problems around scale in markets like China and elsewhere

    Speakers:
    * Dean Takahashi, Lead Writer, GamesBeat
    * Johannes Waldstein, CEO, FanAI Inc.
    * Roc Harry, Relationship Director, Worldpay
    * Carter Rogers, Senior Analyst, SuperData Research

    Sponsored by Worldpay
  • How Simplifying Your Food and Beverage Vehicle Program Pays Off
    How Simplifying Your Food and Beverage Vehicle Program Pays Off Valerie Myer Recorded: May 2 2018 33 mins
    In the constantly shifting marketplace of food and beverage, efficiencies are far from the only challenge. One way to mitigate major operational challenges of today’s industry? Combining effective technology with a manageable vehicle program. Join Valerie Myer and our guest speaker from US Foods, Irene Sanchez, to learn what your company can do to meet these challenges head on and come out on top!
  • Lease Accounting Compliance - The Time for Outcomes is Now
    Lease Accounting Compliance - The Time for Outcomes is Now Saurabh Gupta-Chief Strategy Officer,HfS|Jay Scanlan, Head of Growth Ecosystems,Genpact|Michael Keeler, CEO, LeaseAccelerator Recorded: May 2 2018 62 mins
    The initial deadlines for the new lease accounting standards are less than a year away. Yet most companies are just beginning their leasing accounting projects, having been focused on revenue recognition for most of the past twelve months. With an extension of the compliance deadlines by IASB or FASB unlikely, companies will have to decide fast what strategies they should take to get ready to comply by this year end.

    Join this webinar to hear an expert panel of thought leaders from HfS Research, Genpact, and LeaseAccelerator discuss:
    • What updates to processes, systems and controls will be needed to achieve compliance?
    • How can new technologies and delivery models be used to accelerate the project?
    • How can accounting organizations minimize project costs and realize optimal ROI and outcomes from the project?
  • Strategies for Monetising Open Banking
    Strategies for Monetising Open Banking Roger Vincent, Head of Partner Innovation, Equifax; Nick Cabrera, Director, Finance Edge Recorded: May 2 2018 38 mins
    Roger Vincent, Head of Innovation with Equifax will share his insights on making the most of Open Banking and his lessons learned along the way.

    In this webinar Roger will talk about:

    * How increased use of open APIs is likely to shape the financial services market, why challenger banks are making headway, the big banks are building partnerships and the impact of APIs among payment service providers.
    * Activities banks need prioritise in the wake of Open Banking; starting with compliance & legal issue and why they need to assess time/resources carefully before trying to deploy solutions.
    * Which strategies are likely to thrive in the new environment and how regulatory compliance can quickly be turned into competitive advantage to commercialise Open Banking.
    * Overcoming security and privacy concerns associated with data sharing and the implementation of GDPR.
    * Strategies to encourage customer engagement by using Open Banking applications to enrich user experience to create long term value over short term revenue.
  • Developing financial wellness tools with artificial intelligence
    Developing financial wellness tools with artificial intelligence Katy Gibson, VP of Application Products, Envestnet | Yodlee Recorded: Apr 26 2018 63 mins
    Recent research shows that consumers are interested in using a digital financial coach to help them proactively manage their finances. However, most are using online banking tools that just give a full view of their financial picture without offering up any advice or guidance on how to improve their financial behavior. and that’s where engagement ends. Discover how the industry’s most innovative companies are using artificial intelligence (AI) and machine learning to build financial solutions and apps to attract and engage today’s evolving consumer.

    The future of financial wellness informed by AI is here. Machine learning has the capability to continuously analyze data and deliver specific insights that can help consumers improve their financial health.

    In this webinar, you’ll find out how to transform your data into insights and intelligence. Using a unified API to drive intuitive and powerful user experiences is key.

    Attendees will also learn:

    * How AI and machine learning are powering today’s financial wellness tools
    * Recent research from Aite Group on financial wellness tools and virtual financial wellness coaches
    * How digital tools, chatbots, and interactive assistants can revive the concept of traditional personal financial management (PFM)
    * Using an API to gain insight and deliver actionable advice
    * How to leverage data intelligence to build apps and solutions that help users improve their financial health

    MODERATOR:
    * Evan Schuman, VentureBeat

    SPEAKERS:
    * Katy Gibson, VP of Application Products, Envestnet | Yodlee
    * Keith Armstrong, Founder and COO, abe.ai
    * Tiffani Montez, Retail Banking Sr Analyst, Aite Group

    Sponsored by Envestnet | Yodlee
  • Finding Meaning in Security Metrics
    Finding Meaning in Security Metrics Mike Gerdes, Director, Information Security Center of Expertise, Experis US, Inc. Recorded: Apr 26 2018 62 mins
    The Internet has brought about dramatic changes in the structure, methods and operational capabilities of businesses, and how they interact with their customers, suppliers and communities. Along with the business benefits of the technological advances has come a demand for better security governance, operational risk and performance information to support business decisions and resource allocations. Unfortunately, many security metrics become shelfware or are routinely ignored because the recipients find little value in the measures, metrics and other report contents they routinely receive.
    This session will:
    •describe the various types and uses of metrics
    •establish some common attributes of meaningful metrics
    •discuss the importance of differentiating metrics by audience
    •describe a process for developing meaningful metrics
    •discuss the importance of performing periodic reviews and updates.

    Participants will gain a better understanding of meaningful security metrics and be able to:
    •Recognize some common impediments that prevent metrics from providing value
    •Move beyond the metrics status quo to a portfolio of meaningful metrics
    •Discriminate the security metrics provided based on audience attributes and needs
  • How to Build a Billion Dollar Company
    How to Build a Billion Dollar Company Tien Tzuo, CEO, Zuora Recorded: Apr 26 2018 40 mins
    How do you build a billion-dollar business? As the first CMO of Salesforce.com, Tien Tzuo was instrumental in transforming that landmark company from ten people in a room to a billion-dollar run-rate. As the co-founder and CEO of Zuora, Tien has raised a quarter of a billion dollars and grown his company to over 1000 employees and counting. So far, so good.

    Creating an enduring corporate enterprise isn’t a linear process. It’s a climb, with switchbacks along the way. At every turn, your company becomes a new organization, with new priorities and new perils. And the things that made it successful in the last stage may actually hold it back from succeeding in the next one.

    So what are the phases that define the path to a billion, what are the things that you need to work on in each phase? Join Tien as he breaks down the climb.

    You'll learn:

    ° Key revenue milestones and the priorities they entail
    ° Red flags to watch out for, and distractions to avoid
    ° How to prove an idea, a product, a market, a model and an industry

    Register now!
  • Bridging the human and digital divide in banking
    Bridging the human and digital divide in banking Amit Bhaskar, Global Practice Leader│Raja Bose, Transformation Services Leader | Michelle Palomera,Customer Experience Leader Sep 18 2018 3:00 pm UTC 45 mins
    Customer expectations around banking are changing at an unprecedented scale. At the same time, advances in digital technologies offer significant opportunities to shape and fulfill these evolving expectations. A recent Genpact survey of 6,000+ consumers across the US, UK, and Australia reveals powerful new insights in this realm. As banks become increasingly digital – success requires seamless integration between the front, middle, and back offices. Join us on this webinar as we share our findings and provide examples of how to deliver and measure a consistent, high-quality experience across channels to create engaged, loyal customers.

    In this webinar, we will offer practical takeaways on how to:
    •Leverage journey-driven transformation to connect front to back office to optimize the end-end user experience
    •Humanize the digital experience to offer the best of both human and machine interaction
    •Use data and insights to deliver customer intimacy through personalized service
    •Measure your CX initiatives for continuous improvement