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CFO Strategy

  • The Identity Economy: Evolving from Analog to Digital The Identity Economy: Evolving from Analog to Digital Jose Caldera, IDM- Travis Jarae, One World Identity- Blake Hall, ID.me- David Delouya, AlphaPoint- Srikant Movva, HSBC Mar 1 2017 7:00 pm UTC 75 mins
    Digital identities are the lifeblood of the modern digital economy

    As human activity migrates online, challenges for authenticating physical identities arise, while businesses and consumers look around for guidance.

    Increasing demand for answers to the identity verification dilemma was just one of the contributing factors for the emancipation of the identity space as an industry of its own, vertical-agnostic.

    With such an outlook, it is important to understand what a Digital Identity is, and their current role in our society. Furthermore, how to leverage the identities to build better business models, deliver better products and services; and most importantly, how to take the leap and hop on the Identity Evolution train - after all, you don’t want to get left behind.

    We know implementing new technologies, and changing your current operations and processes can be a challenge. And even though the benefits far outweigh the costs, it always helps to have a guiding hand. Today, that guiding hand comes as a framework to understand how digital identities play a beneficial role in each industry and YOUR business, so you can start the journey from analog to digital identities within your organization.

    At the end of the webinar you will:

    - Be able to differentiate physical from digital identities, and the attributes that shape them.
    - Appreciate the function digital identities play today, and their potential to help overcome present [and future] social and economic challenges.
    - Understand the role of Blockchain in the Digital Identity Ecosystem.
    - Recognize the business models that are placing identity at the center: Identity-as-a-Service, or Identity APIs - and how they can reshape the world as we know it.
    - Know WHY and HOW to make the leap over to digital identities within your business.
  • How to Navigate the Seismic Shift in Buy Side Compliance How to Navigate the Seismic Shift in Buy Side Compliance Stephen Anikewich Head of Compliance NICE Actimize Mar 15 2017 2:00 pm UTC 60 mins
    Change is the new normal for the buy side. Accommodating expanding global regulations and your own evolving business model can be a significant compliance challenge. Join us to hear how buy side firms are addressing the challenge from experts at PWC, Aite and NICE Actimize on March 15th at 10.00am EST.

    During this Webinar we’ll discuss:

    • What's behind the shift in compliance regulations, and what to expect in the future
    • How are hedge funds and asset managers, like you, reacting
    • Why you should embrace the change
    • Lessons learned from peers
    • Choosing the right technology

    Presenters:
    Stephen Anikewich, Head of Compliance, NICE Actimize
    Danielle Tierney, Senior Analyst, Aite
    Harshad Pitkar, Partner, Financial Services – Risk and Compliance, PWC
  • Revenue Recognition Implementation: Beyond the Debits and Credits Revenue Recognition Implementation: Beyond the Debits and Credits Pam Henry, CPA, CGMA and Ladonna Johnson, CPA; both of Experis Finance Mar 15 2017 4:00 pm UTC 60 mins
    Assessment and implementation of the new revenue recognition standard is in full force and moving beyond the assessment phase for many companies. This webinar will provide a high-level summary of the new revenue recognition standard focusing on implementation considerations including tax and internal control documentation and procedures, as well as disclosure requirements and examples of the new significant footnote disclosures. This webinar will go beyond the debits and credits and into specific areas that companies should focus on as they move toward the adoption date. The presenters will share their perspectives gained and other issues noted when advising clients on their assessment and implementations as well as noted within industry guidance.

    Presented by:
    Pam Henry, CPA, CGMA; Director - Finance and Accounting
    Ladonna Johnson, CPA; Engagement Manager – Technical Accounting
  • Case study – How to get ahead when targeting pension buy-out Case study – How to get ahead when targeting pension buy-out Graham De'ath, Andrew Jacobson, David Stewart Mar 29 2017 1:30 pm UTC 45 mins
    In this webinar we will take you through how our defined benefit pension scheme client – T H WHITE - secured their members’ pensions in full with a £20m buy-out; and ultimately wound-up their DB scheme six months later with a surplus refunded to the company.
  • Financial wellness solutions: Why some strike gold, and others don’t Financial wellness solutions: Why some strike gold, and others don’t Katy Gibson, VP Product Management, Envestnet | Yodlee Apr 6 2017 3:00 pm UTC 60 mins
    Not all personal financial management (PFM) solutions are created equal. If your PFM solution doesn't offer the completely tailored service your customers want, with the features they need, you've already lost them.

    But your biggest competitive advantage — and the key to retaining customers — is having an intimate understanding of your clients' financial wellness. Add improved data aggregation, AI models, and predictive and prescriptive analytics, and the result is smarter, more personalized financial wellness solutions that deliver the actionable suggestions and guidance that build long-term trust and loyalty.

    For insight into how digital banking teams can work with their tech partners to create financial wellness solutions that deliver engagement and longevity, don't miss out on this interactive VB Live event!

    In this webinar, you'll:

    * Pivot the drivers of change and the evolution of PFM in banking
    * Improve customer interaction with financial wellness solutions
    * Use predictive analytics and AI to deliver more personalized and engaging financial wellness applications
    * Drive customer loyalty and engagement with the next wave of financial wellness solutions

    Speakers:
    * Nicole Sturgill, ‎Principal Executive Advisor, Retail Banking, CEB
    * Katy Gibson, VP Product Management, Envestnet | Yodlee
    * Evan Shuman, Moderator, VentureBeat

    Register today!