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CFO Strategy

  • What’s New in Excel for Financial Professionals
    What’s New in Excel for Financial Professionals
    MrExcel Recorded: Dec 12 2019 57 mins
    Microsoft has announced several new calculation functions for Excel, from a better XLOOKUP function to new dynamic array functions SORT, FILTER, UNIQUE, and SEQUENCE, to a new geography and stock function FIELDVALUE. While these functions are already in Excel for Office Insiders, you should expect them to arrive in your subscription of Office 365 soon.

    During this one-hour webinar, Mr Excel will demonstrate:

    •How XLOOKUP is faster and less error-prone than VLOOKUP
    •XLOOKUP's ability to return all 12 months in a single formula, which is exciting enough to make the INDEX/MATCH people switch
    •How to return geography and stock price information using FIELDVALUE
    •Sort and filter with a formula using SORT, FILTER, and UNIQUE
    •How the lowly SEQUENCE function will super-charge all calculation functions in Excel.

    Register today to save your seat an learn how to excel in these new releases.
  • QuickBooks' Lack of Automation is Holding You Back | What's The Next Step.
    QuickBooks' Lack of Automation is Holding You Back | What's The Next Step.
    Bob Shawgo - Financial Product Expert, Alejandro Perez - CEO, Komet Sales Recorded: Dec 11 2019 54 mins
    “I’m a strong believer that if a mechanical task can be done by software, it should not be done by a human being who could use that time for value-added activities.” – Alejandro Perez, CEO Komet Sales

    Freeing people to do more and be more strategic is key to successfully growing a business, but how do you make that possible? When you’re stuck with a starter financial software like QuickBooks it’s not possible.

    So what do you do?

    Join us for a discussion with Sage Intacct customer and CEO of Komet Sales as he explores the obstacles that held his company back from exciting growth and the tools needed to automate background tasks, free up more person hours and electrify his company’s growth. We'll discuss:

    - Making the switch from QuickBooks to something more robust
    - The tools and best practices you can employ to free up time and get more done
    - How the right financial tool like Sage Intacct can shorten your close by as much as 79%
  • 2020 Investment Outlook: What could disrupt consensus expectations?
    2020 Investment Outlook: What could disrupt consensus expectations?
    [Americas audience webinar] Alec Young, managing director, global markets research, FTSE Russell Recorded: Dec 11 2019 32 mins
    Global Markets Research, FTSE Russell.
    (Webinar for investors based in the Americas)

    In this 30-minute webinar, Alec Young, managing director, global markets research at FTSE Russell, will discuss some of the risks confronting investors in 2020, before addressing questions via a live Q&A with webinar participants.

    Key discussion points:

    • Reviewing 2019’s global equity and bond market performance, in the context of a deteriorating macroeconomic backdrop.
    • Appraising the current economic, profit, valuation and financial conditions market drivers.
    • Exploring what’s priced in and what could surprise in 2020.
  • Corporate Secretary webinar - Beyond the board assessment: Action to excellence
    Corporate Secretary webinar - Beyond the board assessment: Action to excellence
    Corporate Secretary and Nasdaq Recorded: Dec 11 2019 61 mins
    A meaningful board assessment process is crucial for every high performing board. A well-designed board assessment improves a board’s overall effectiveness, prepares the board to respond to changes and challenges, and exhibits its commitment to continuous improvement.
    Join Corporate Secretary and experts from Nasdaq Governance Solutions as they discuss how action points identified in an effective board assessment allows board to be proactive in addressing key issues and challenges.

    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
  • 2020 Investment Outlook
    2020 Investment Outlook
    [European audience webinar] Philip Lawlor, managing director, global markets research, FTSE Russell Recorded: Dec 11 2019 31 mins
    Global Markets Research, FTSE Russell.
    (Session for investors based in EMEA)

    In this 30-minute webinar, Philip Lawlor, managing director, global markets research at FTSE Russell, will discuss some of the risks confronting investors in 2020, before addressing questions via a live Q&A with webinar participants.

    Key discussion points:

    • Reviewing 2019’s global equity and bond market performance, in the context of a deteriorating macroeconomic backdrop.
    • Appraising the current economic, profit, valuation and financial conditions market drivers.
    • Exploring what’s priced in and what could surprise in 2020.
  • Navigating 2020: The outlook for Asia’s markets and economies
    Navigating 2020: The outlook for Asia’s markets and economies
    Matthew Thomas, Asia Bureau Chief, Euromoney Institutional Investor Recorded: Dec 10 2019 46 mins
    As 2019 draws to a close, what might the coming year bring for those with an interest in financial markets? We will discuss four of the major questions that will need answering in 2020.

    Trade war: the beginning of the end?
    • What will a ‘phase one’ trade deal mean for China and the United States?
    • How will it impact Vietnam, Taiwan and other countries that have been forced to navigate trade tensions between the two countries?
    • How confident should investors be in a deal? What are the chances that all of the recent tariffs get rolled back?

    US outlook: When America sneezes
    • What is the outlook for the US economy and, by extension, for the Fed Funds rate? How will that impact Asian economies and markets?
    • How worried should investors be about the US election next year? Will markets react differently to a Democratic Party win than a Republican Party win? What is the best result for the asset markets?

    China outlook: keeping the growth dream alive
    • China’s government is committed to doubling the size of the country’s GDP between 2010 and 2020. Is this ambition on track? What steps is the government taking to ensure it will happen?
    • What should investors expect from China’s markets over the coming year? Where will the USD/CNY rate go?

    What's next for Asia?
    • How have Asian economies endured the uncertainty of the trade war? Which economies show the most promise in the coming?
    • Which Asian asset markets are most attractive to investors at the moment? What are the biggest risk factors to be aware of?

    Moderator:
    • Matthew Thomas, Asia Bureau Chief, Euromoney

    Speakers:
    • David Mann, Global Chief Economist, Standard Chartered
    • Eric Robertsen, Global Head, FX, Rates and Credit Research – Head, Global Strategy, Standard Chartered
  • Toss your rubber stamp and revamp your expense process with AI-powered analytics
    Toss your rubber stamp and revamp your expense process with AI-powered analytics
    Cauvery Mallangada Recorded: Dec 4 2019 26 mins
    Hate expense reports? You’re not alone.

    Finance teams, inundated by thousands of expenses each month, can only audit a small percentage. They often fall behind schedule and worry about fraudulent expenses falling through the cracks.

    In an attempt to minimize leakage, many companies require managers to approve every expense before it’s paid — although managers usually just rubber-stamp them (wasting everyone’s time). Or, the process is so held up by manager approval that employees don’t get paid back for weeks. This puts employees in a tight spot, inevitably leading to frustration and resentment among the team.

    Join Cauvery Mallangada, Customer Success Manager, AppZen, as she explains how AI can help.
  • SkyStem: Overview of the SEC's Whistleblower Program
    SkyStem: Overview of the SEC's Whistleblower Program
    Nancy Wu, Sales and Customer Support, SkyStem Recorded: Dec 3 2019 57 mins
    [Live Recording] Join us for an overview of the SEC's Whistleblower Program. Learn about how the program is set up, the extent of damages awarded to date, and the resulting benefits the program has produced for our society at large.

    Please note: CPE credit not available for this playback
  • Business partnering: Delivering strategic value & empowering careers
    Business partnering: Delivering strategic value & empowering careers
    Ernie Humphrey Recorded: Nov 27 2019 48 mins
    The role of financial professionals is changing at an incredible speed thanks to new technology such as automation and artificial intelligence. Repetitive and low-value tasks are disappearing, meaning that new opportunities are opening for finance personnel to shape their own professional life.

    In this webinar, we will talk about how to best prepare for the future and flourish in the new role using business partnering and your unique knowledge of the business to drive through change and make a difference.
  • 2020 Planning: Cutting Costs While Optimizing for Revenue Growth
    2020 Planning: Cutting Costs While Optimizing for Revenue Growth
    Brad Sawaya, BillingPlatform VP of Finance Recorded: Nov 26 2019 45 mins
    Discover How to Help Your Business Grow Amid Digital Disruption

    Planning your financial budget seems to become more complex and daunting each year. Join Brad Sawaya, BillingPlatform VP of Finance, and learn how to avoid common challenges and use the latest industry best practices for your 2020 planning.

    During this 60 minute presentation, Brad will provide concrete methods and illustrate innovative examples for how you can better optimize dollars spent. Brad brings a wealth of industry knowledge and intuitive know-how to help you expand your revenue potential.

    The Webinar will cover the following:
    --Methods for avoiding the legacy technology trap
    --Innovative technology for revenue growth
    --Benefits of embracing digital disruption for greater success

    Register for this informative webinar today.


    Qualifies for 1 CPE Credit
    Learning Objectives
    When you complete this webinar you will be able to:
    · Define legacy technology
    · Define Digital Disruption
    · Identify common challenges of financial planning in today’s business environment
    · Identify multiple business architecture approaches that allow for digital disruption
    · Explain techniques for planning success in a time of digital disruption
    Designed for:
    FP&A Managers, Controllers, and other finance professionals
    PREREQUISITE:
    Experience in financial management.
    ADVANCED PREPARATION:
    None
  • SkyStem: Seducing the Auditors with Internal Controls
    SkyStem: Seducing the Auditors with Internal Controls
    Nancy Wu, Sales and Customer Support, SkyStem Recorded: Nov 26 2019 57 mins
    With the auditors approaching (or maybe they just never left), the accounting team needs to put its best foot (and documentation) forward in order to avoid a long and drawn out affair with the auditors. Join us in this webinar, where we share the best ways to build and maintain your internal controls infrastructure to impress your auditors and make the year-end audit as quick and painless as can be.

    Please note: CPE credit not available for this playback.
  • Outgrowing QuickBooks | Introduction to Sage Intacct Cloud Accounting
    Outgrowing QuickBooks | Introduction to Sage Intacct Cloud Accounting
    Sage Intacct Recorded: Nov 26 2019 12 mins
    Watch this short video on the key ways in which companies become constrained by QuickBooks as they grow and how Sage Intacct's financial software provides the solutions for the next phase of your business.

    In this short video we address

    - Consolidating multiple entities in minutes instead of days
    - Automating background tasks to free up more of your time
    - Real-time reporting dashboards that give you more visibility
  • IR Magazine Webinar – Building an effective ESG engagement and disclosure plan
    IR Magazine Webinar – Building an effective ESG engagement and disclosure plan
    IR Magazine and Q4 Recorded: Nov 26 2019 60 mins
    Given the increasing investor interest in ESG factors, it’s more important than ever to implement a strategic ESG disclosure and engagement program. Successful companies articulate ways ESG factors impact their long-term strategy and pivot that story to different types of investors. During this panel discussion, you will receive practical guidance on how public companies are approaching ESG engagement and reporting, the role of IR in these efforts and how to better understand the needs of your different investors.
    Speakers include:
    • Moderator: Ben Ashwell, editor, IR Magazine and Corporate Secretary
    • Karen Green, investor relations partner, Q4
    • Chad Spitler, founder and CEO, Third Economy
    • Katrina Rymill, vice president of investor relations and sustainability, Equinix

    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
  • SkyStem: Back to Basics with Reconciliations
    SkyStem: Back to Basics with Reconciliations
    Nancy Wu, Sales and Customer Support, SkyStem Recorded: Nov 21 2019 59 mins
    [Live Recording] It's time to show some love for the workhorse of the financial close process -- balance sheet account reconciliations! Join us in this webinar, where we share best practices on how to think about the reconciliation work each month, when best to do reconciliations, how they should be prepared, and some common pitfalls to avoid.

    Please note: CPE credit not available for this playback.
  • Combining the Power of RPA & AI
    Combining the Power of RPA & AI
    Ohad Barnoy, VP Customer Success, Kryon; Darren Cheng, Sr. Customer Services Expert, Kryon Recorded: Nov 21 2019 21 mins
    The advent of enterprise AI is creating an opportunity for automation deployments to become smarter and more durable. Kryon's VP Customer Success Ohad Barnoy leads a discussion on the customer areas where RPA and AI can make the biggest difference while covering how to:

    -Ensure end-to-end process optimization through an enterprise wide automation and AI strategy
    -Implement RPA fueled by AI to reduce human efforts in customer contact
  • Introduction to Process Mining
    Introduction to Process Mining
    Anthony Deighton, Chief Marketing Officer, Celonis Recorded: Nov 21 2019 40 mins
    When your processes run better, your business runs better. From Finance and Customer Service to Production and IT, the more fluid your operations are, the better the experience for your employees and customers. But over time, friction creeps in: departmental silos, manual workarounds, and disparate systems cause costs to rise and experiences to suffer. With process mining, you can pinpoint those sources of friction and purge them from your processes.

    Process mining is an analytical discipline for discovering, monitoring, and improving real processes by extracting knowledge from event logs readily available in today’s information systems. It offers objective, fact-based insights, derived from actual event logs, that help you audit, analyze, and improve your existing business processes by answering both compliance-related and performance-related questions.

    Join this webinar to learn:
    - How to get full transparency to your business core processes across functions, systems, and initiatives
    - Strategies for implementing process changes at scale
    - How leading companies like Siemens and Vodafone are leveraging process mining to achieve business outcomes including operating efficiency, perfect POs, and on-time delivery
  • Payments Optimization: The Art of Leveraging a Comprehensive Payments Program
    Payments Optimization: The Art of Leveraging a Comprehensive Payments Program
    Jackie Sharpnack & Mardee Thomas, Directors of Product Management, Comdata Recorded: Nov 20 2019 37 mins
    Modern finance departments have been left with a delicate balancing act between managing the traditional business function and being the hub for uncovering strategic business opportunities. And a quiet contender in the search for the latter? Your payments program.

    With the end of the year upon us, now is an ideal time to evaluate the efficacy of your payments program to ensure you aren’t missing opportunities to mitigate risk, improve supplier relationships and reduce costs.

    Join Comdata as we discuss:

    •The payment tools that are available and why they are important (think integrated payables, virtual cards and payroll cards).
    •Tips for maximizing the payment solutions you’re already utilizing.
  • Outgrowing QuickBooks | How Jobvite sped up their billing while growing 200%
    Outgrowing QuickBooks | How Jobvite sped up their billing while growing 200%
    Lisa Schulz - Corporate Controller, Jobvite | Bob Shawgo - Financial Product Expert Recorded: Nov 20 2019 62 mins
    Growing companies face unique and complex challenges that go well beyond what QuickBooks is capable of.

    Take Jobvite.

    In the midst of growth, QuickBooks no longer made sense with its limitations on multi-entity consolidations, real-time visibility and scaling. With a true cloud solution Jobvite was able to scale and even speed up their quote-to-bill cycle by 30% How?

    Join Lisa Schulz, Corporate Controller at Jobvite as she discusses how she was able to leverage a true cloud financial solution to:

    •Cut reporting time by 50% real-time financial and operational reporting
    •Increased finance team efficiency by 25%, while reducing reporting errors and audit risk
    •Scale back office easily despite 2x company growth
  • SkyStem: Perfecting the Close Checklist
    SkyStem: Perfecting the Close Checklist
    Nancy Wu, Sales and Customer Support, SkyStem Recorded: Nov 19 2019 55 mins
    [Live Recording] It's time to spruce up the close checklist! Join us in this webinar where we will revisit best practices as well as practical tips to help improve the financial close process. Whether you have a close checklist, a close calendar, or even if you are still forming a close process, these practices will surely help your period-end close.

    Please note: CPE credit not available for this playback
  • Lucy Group: Transforming reporting processes in Hyperion and OneStream
    Lucy Group: Transforming reporting processes in Hyperion and OneStream
    Guy Hill, Group Reporting Manager at Lucy Group Recorded: Nov 18 2019 27 mins
    Do you feel the panic as the end of the month approaches? Does your team turn into shadows of themselves, working night and day to manage the month-end close?

    That was the situation for the British multi-national Lucy Group. The team were trapped in repetitive and manual reporting processes. The financial function felt more like report creation on auto-pilot with no time to add value to the business with in-depth analysis. They were creating 100-page static reports that were sent by post to their business units abroad.

    But times have changed at Lucy Group and now they create reports with just a mouse-click, and all their old reports have transformed into dynamic dashboards. Reports are sent to the business units abroad digitally within seconds.

    Learn more about Lucy Group’s journey to automated reports with drill-down capabilities and real-time updates in this 30-minute-long webinar.
  • SkyStem: From Caterpillar to Butterfly
    SkyStem: From Caterpillar to Butterfly
    Nancy Wu, Sales and Customer Support, SkyStem Recorded: Nov 14 2019 58 mins
    [Live Recording] Metamorphosis describes the process of transformation from a child form to a mature form in two or more distinct stages. Within your organization, some of the key finance processes have worked the same way for decades, and could probably benefit from a transformation of sorts. Join us in this webinar where we explore common technologies that can be easy incorporated into your current processes to modernize the traditional workplace. We'll cover everything from time and expense reporting, to accounts payable, to budgeting as well as financial close automation.

    Please note: CPE credit not available for this playback
  • From Supply Chains to Ecosystem Commerce: Leveraging Business 4.0 Technologies
    From Supply Chains to Ecosystem Commerce: Leveraging Business 4.0 Technologies
    Rich Sherman, Senior Fellow, Global Supply Chain Practice & Center of Excellence, TCS Recorded: Nov 14 2019 31 mins
    How are omnichannel fulfillment strategies disrupting traditional supply chains?
    The supply chain is transforming to an Enterprise Supply Network - the foundation for Ecosystem Commerce built on the connected ecosystem paradigm. Executives must leverage Business 4.0 Enterprise Supply Network management and emerging Ecosystem Commerce Platforms.
  • The Integrated Enterprise with Cloud-based Financial Consolidation
    The Integrated Enterprise with Cloud-based Financial Consolidation
    Mainul Islam, Sales and Engineering Head, Oracle Analytics Practice, TCS Recorded: Nov 14 2019 30 mins
    Following a merger between two engineering and construction companies, the new business entity needed to consolidate financial accounting to meet expectations for Day-1 reporting. Leveraging the abundance of technologies, an automated cloud-based financial platform and TCS' expertise enabled them to meet reporting expectations per schedule.
  • SkyStem: Spooky Tales from the SEC
    SkyStem: Spooky Tales from the SEC
    Nancy Wu, Sales and Customer Support, SkyStem Recorded: Nov 13 2019 56 mins
    [Live Recording] Join us in this webinar, where we arm ourselves with knowledge that can help our organization deter and detect organizational fraud. Learn the most common fraud practices, the best fraud detection and prevention activities, as well as recent SEC fraud cases.

    Please note: CPE credit not available for this playback
  • Live Demo: Reach 100% audit coverage with AppZen
    Live Demo: Reach 100% audit coverage with AppZen
    Travis Andrade Recorded: Nov 13 2019 56 mins
    Travis Andrade, Sr. Product Marketing Manager, AppZen, gives a high-level overview of how AppZen audits every dollar of company spend and showcases the capabilities and key features of the Expense Audit Platform.

    Attend this webinar to learn how to
    -Reach 100% audit spend
    -Proactively enforce policy
    -Get employees paid faster
  • 2020 Investment Outlook
    2020 Investment Outlook
    [Asia-Pacific audience webinar] Philip Lawlor, managing director, global markets research, FTSE Russell Dec 17 2019 8:30 am UTC 60 mins
    Global Markets Research, FTSE Russell.
    (Webinar for investors based in the APAC region)

    In this 30-minute webinar, Philip Lawlor, managing director, global markets research at FTSE Russell, will discuss some of the risks confronting investors in 2020, before addressing questions via a live Q&A with webinar participants.

    Key discussion points:

    • Reviewing 2019’s global equity and bond market performance, in the context of a deteriorating macroeconomic backdrop.
    • Appraising the current economic, profit, valuation and financial conditions market drivers.
    • Exploring what’s priced in and what could surprise in 2020.
  • 5 Ways to Knockout Time from Your Oracle Subledger Reporting
    5 Ways to Knockout Time from Your Oracle Subledger Reporting
    Gregg van der Westhuizen Dec 17 2019 2:00 pm UTC 51 mins
    Do you feel like your Oracle E-Business Suite (EBS) financial and operational reporting is more complex and time-consuming than it should be? Are even supposedly simple drill-downs unnecessarily manual and difficult?

    If this sounds like you, watch this webinar where you can experience how Excel4apps Wands knocks Oracle reporting out in a head-to-head comparison of common financial and operational reporting tasks. See how you can easily reduce your reporting time by up to 70% and improve your data accuracy and security with a direct connection between Oracle EBS and Excel.

    Join Gregg van der Westhuizen, senior solution engineer, as he takes you through five rounds of easy productivity gains with examples from Procure to Pay and Invoice to Cash:

    Round 1 – Drill down to a live Account Analysis report in Excel to analyze subledgers
    Round 2 - Reconcile Accounts Payable trial balance to General Ledger
    Round 3 - Drill down to detail and compare transactions between General Ledger and Accounts Payable
    Round 4 - Use pre-built report templates to create refreshable intuitive Accounts Payable and Accounts Receivable dashboards in Excel
    Round 5 - Deployment of reports to allow for team collaboration

    This is one show you won’t want to miss!
  • Webinar - Driving shareholder engagement through effective communications
    Webinar - Driving shareholder engagement through effective communications
    Corporate Secretary, IR Magazine & Computershare Dec 17 2019 4:00 pm UTC 60 mins
    All of our attention spans are getting shorter. For IR professionals and corporate secretaries, this means that shareholder communications preferences may be changing, with new digital and mobile channels offering different ways to get in touch with investors. These communication channels can help drive significant shareholder engagement, through social media, video content, chat bots, interactive proxy statements and other best practices.

    These communication channels can help drive significant shareholder engagement during the proxy process – in terms of driving shareholder participation in the proxy meeting and communicating key messages to shareholders. Digital media is also being used to transform the way that proxy statements are produced and presented.

    In this webinar we will discuss:

    •Trends in communication preferences and generational differences
    •Using social media and video to drive online shareholder engagement
    •How to create cohesion between online and in-person shareholder engagement
    •How proxy statements are evolving to become more interactive
    •How to use data to determine what’s resonating with your audience

    IR Magazine has partnered with Computershare to deliver you this webinar. IR Magazine and Computershare 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 Computershare. Your data will be processed in accordance with IR Magazine's privacy policy: www.irmagazine.com/privacy and Computershare’s privacy policy: www.computershare.com/privacy-policy
  • Six ”little frauds” that could get you in trouble  with the SEC
    Six ”little frauds” that could get you in trouble with the SEC
    Andy Chiang Dec 18 2019 7:00 pm UTC 19 mins
    According to the Association of Certified Fraud Examiners’ 2018 Report to the Nations, expense reimbursement fraud accounts for 21 percent of fraud in small businesses (those with less than 100 employees), and 11 percent in large businesses (those with 100 or more employees).

    Join Andy Chiang, Head of Product at AppZen, as he discusses why expense reimbursement fraud indicates a much larger problem. If someone is willing to perpetrate one scheme, they are often willing to perpetrate others.
  • Breaking RPA’s Glass Ceiling - The Future of Automation
    Breaking RPA’s Glass Ceiling - The Future of Automation
    Daniel Peled, VP Global Advisories and Digital Transformation Kryon Dec 19 2019 3:00 pm UTC 30 mins
    RPA is one of the most innovative global industries driving operational transformation today, delivering unprecedented levels of speed, personalization, agility and cost-efficiency. However, RPA projects are often held back by scalability issues.

    Join us to for insider's insight on:
    ● What are the reasons for this?
    ● How can it be prevented?
    ● What is the RPA revolution?
    ● How will AI impact RPA?
  • Center of Excellence – Your Key to Automation Success
    Center of Excellence – Your Key to Automation Success
    Ohad Barnoy, VP Customer Success, Kryon Dec 19 2019 5:00 pm UTC 30 mins
    A Center of Excellence (CoE) can make all the difference between a great automation project and an outstanding one. An effective CoE determines and supervises strategy around governance, management, security, developers’ roles, templates and working with different business units.

    As such, we at Kryon highly recommend that any business embarking on an automation project should establish one as a matter of course.
    Join us for expert advice on:

    ● What you need to consider before you start building your CoE
    ● How to build a CoE that matches your automation goals
    ● Developing a roadmap for achieving RPA success
  • SkyStem: Seducing the Auditors with Internal Controls
    SkyStem: Seducing the Auditors with Internal Controls
    Nancy Wu, Sales and Customer Support, SkyStem Dec 19 2019 7:00 pm UTC 57 mins
    With the auditors approaching (or maybe they just never left), the accounting team needs to put its best foot (and documentation) forward in order to avoid a long and drawn out affair with the auditors. Join us in this webinar, where we share the best ways to build and maintain your internal controls infrastructure to impress your auditors and make the year-end audit as quick and painless as can be.

    Please note: CPE credit not available for this playback.
  • Overworked? Your Digital Twin Is Coming to the Rescue!
    Overworked? Your Digital Twin Is Coming to the Rescue!
    Salo Ben-Avi, Chief RPA & Strategic Projects, Kryon Dec 19 2019 7:00 pm UTC 30 mins
    There’s no denying that exciting changes are on the horizon when it comes to the workplace of the future – and they’ll be felt particularly keenly by employees engaged in boring and repetitive work. In such cases, attended automation offers the promise of a personal assistant to simplify and speed up complex manual processes.

    Join us to get the inside track on:
    ● Why digital twins for every worker will change the game for good
    ● How attended automation is the secret to boosting staff productivity
    ● What you need to know to make your automation journey a success from start to finish
  • Scaling Your Automation Project the Right Way
    Scaling Your Automation Project the Right Way
    Salo Ben-Avi, Chief of RPA & Strategic Projects, Kryon Dec 20 2019 3:00 pm UTC 30 mins
    Starting your Robotic Process Automation (RPA) journey is a big – but exciting – step. But once your RPA project is underway, how can you scale it up by finding even more processes that are ripe for automation? And just as importantly, how can you make sure that your project is optimized for the best possible results? Kryon’s unique Process Discovery™ tool answers both of these questions.

    Join us for pro tips and on:
    ● The #1 reason that most companies struggle to scale their automation projects
    ● How Process Discovery™ can save you precious time and money right from the start
    ● What you need to do to ensure that your RPA project keeps delivering the goods
  • Getting Automation Right with Professional Services
    Getting Automation Right with Professional Services
    Dor Haim, Professional Services Manager, Kryon Dec 20 2019 5:00 pm UTC 30 mins
    The Robotic Process Automation (RPA) journey is all about technology taking the strain when it comes to repetitive tasks, allowing employees to focus on more profitable activities instead. Although we at Kryon take great pride in how easy it is for anyone to use our RPA solutions, we recognize that sometimes a little help might be needed to really get the maximum benefit from automation.

    This is exactly where Professional Services comes in.

    Join us for top tips on:
    ● Why you should consider using Professional Services
    ● The key areas where expert help can make a massive difference
    ● How to achieve trouble-free, tailored deployments for your company’s unique challenges
  • SkyStem: From Caterpillar to Butterfly
    SkyStem: From Caterpillar to Butterfly
    Nancy Wu, Sales and Customer Support, SkyStem Dec 26 2019 7:00 pm UTC 58 mins
    [Live Recording] Metamorphosis describes the process of transformation from a child form to a mature form in two or more distinct stages. Within your organization, some of the key finance processes have worked the same way for decades, and could probably benefit from a transformation of sorts. Join us in this webinar where we explore common technologies that can be easy incorporated into your current processes to modernize the traditional workplace. We'll cover everything from time and expense reporting, to accounts payable, to budgeting as well as financial close automation.

    Please note: CPE credit not available for this playback
  • SkyStem: Overview of the SEC's Whistleblower Program
    SkyStem: Overview of the SEC's Whistleblower Program
    Nancy Wu, Sales and Customer Support, SkyStem Jan 7 2020 7:00 pm UTC 57 mins
    [Live Recording] Join us for an overview of the SEC's Whistleblower Program. Learn about how the program is set up, the extent of damages awarded to date, and the resulting benefits the program has produced for our society at large.

    Please note: CPE credit not available for this playback
  • Down with Spreadsheets, Automated Billing for Franchisors
    Down with Spreadsheets, Automated Billing for Franchisors
    Brian Dingman, BillingPlatform Vice President of Solutions Engineering Jan 8 2020 6:00 pm UTC 45 mins
    See How BillingPlatform Transforms Franchisee Billing

    Managing franchisee billing is complex. Between getting new stores online and supporting multiple franchisees and in some cases multiple brands, corporations stay busy. With so much to do, it’s surprising that so many businesses waste valuable time and effort manually managing billing and revenue recognition in spreadsheets.

    In this 30-minute webinar, BillingPlatform will show you a better way. You’ll see how easy it can be to automate complex calculations and critical billing tasks in minutes. See how our solution solves the unique challenges of a franchisor’s business model.

    Join Brian Dingman from our Solutions Consulting Team at BillingPlatform as he demonstrates how you can transform your franchisee billing by reducing human error and increasing time to revenue. Brian will explore how our sophisticated, cloud-based solution delivers the following benefits.
    --Configure multiple pricing strategies, including subscription, usage and formula-based models
    --Automate revenue recognition practices across franchisee agreements
    --Quickly launch new monetization strategies that reward your largest franchise owners
    --Augment your FRM solution with BillingPlatform’s extensible data model

    Join us to go deep into our platform and see how we have improved the billing operations of multiple franchises.
  • SkyStem: Back to Basics with Reconciliations
    SkyStem: Back to Basics with Reconciliations
    Nancy Wu, Sales and Customer Support, SkyStem Jan 9 2020 7:00 pm UTC 59 mins
    [Live Recording] It's time to show some love for the workhorse of the financial close process -- balance sheet account reconciliations! Join us in this webinar, where we share best practices on how to think about the reconciliation work each month, when best to do reconciliations, how they should be prepared, and some common pitfalls to avoid.

    Please note: CPE credit not available for this playback.
  • SkyStem: Spooky Tales from the SEC
    SkyStem: Spooky Tales from the SEC
    Nancy Wu, Sales and Customer Support, SkyStem Jan 14 2020 8:00 pm UTC 56 mins
    [Live Recording] Join us in this webinar, where we arm ourselves with knowledge that can help our organization deter and detect organizational fraud. Learn the most common fraud practices, the best fraud detection and prevention activities, as well as recent SEC fraud cases.

    Please note: CPE credit not available for this playback
  • 2019 Factor Performance Review and Insight
    2019 Factor Performance Review and Insight
    Webinar for investors in the Americas and Europe Jan 15 2020 3:00 pm UTC 45 mins
    Following the publication of FTSE Russell's quarterly 'Market Maps Factor Indicator' report in January, Philip Lawlor, managing director global markets research and Marlies van Boven, managing director, research & analytics will present its key findings and:

    • Review factor performance across the regions in 2019
    • Examine the link between the economic cycle and factor behaviour

    In the live Q&A session that follows the presentation, you’ll have an opportunity to submit questions that are most important to you and hear first-hand insights from our speakers.
  • 2019 Factor Performance Review and Insight
    2019 Factor Performance Review and Insight
    For investors located in APAC, with Philip Lawlor, MD global markets research and Marlies van Boven, MD research & analytics Jan 16 2020 4:30 pm UTC 45 mins
    Following the publication of FTSE Russell's quarterly 'Market Maps Factor Indicator' report in January, Philip Lawlor, managing director global markets research and Marlies van Boven, managing director, research & analytics will present its key findings and:

    • Review factor performance across the regions in 2019
    • Examine the link between the economic cycle and factor behaviour.

    In the live Q&A session that follows the presentation, you’ll have an opportunity to submit questions that are most important to you and hear first-hand insights from our speakers.
  • SkyStem: Perfecting the Close Checklist
    SkyStem: Perfecting the Close Checklist
    Nancy Wu, Sales and Customer Support, SkyStem Jan 16 2020 8:00 pm UTC 55 mins
    [Live Recording] It's time to spruce up the close checklist! Join us in this webinar where we will revisit best practices as well as practical tips to help improve the financial close process. Whether you have a close checklist, a close calendar, or even if you are still forming a close process, these practices will surely help your period-end close.

    Please note: CPE credit not available for this playback
  • SkyStem: Seducing the Auditors with Internal Controls
    SkyStem: Seducing the Auditors with Internal Controls
    Nancy Wu, Sales and Customer Support, SkyStem Jan 21 2020 8:00 pm UTC 57 mins
    With the auditors approaching (or maybe they just never left), the accounting team needs to put its best foot (and documentation) forward in order to avoid a long and drawn out affair with the auditors. Join us in this webinar, where we share the best ways to build and maintain your internal controls infrastructure to impress your auditors and make the year-end audit as quick and painless as can be.

    Please note: CPE credit not available for this playback.
  • SkyStem: From Caterpillar to Butterfly
    SkyStem: From Caterpillar to Butterfly
    Nancy Wu, Sales and Customer Support, SkyStem Jan 23 2020 8:00 pm UTC 58 mins
    [Live Recording] Metamorphosis describes the process of transformation from a child form to a mature form in two or more distinct stages. Within your organization, some of the key finance processes have worked the same way for decades, and could probably benefit from a transformation of sorts. Join us in this webinar where we explore common technologies that can be easy incorporated into your current processes to modernize the traditional workplace. We'll cover everything from time and expense reporting, to accounts payable, to budgeting as well as financial close automation.

    Please note: CPE credit not available for this playback
  • SkyStem: Back to Basics with Reconciliations
    SkyStem: Back to Basics with Reconciliations
    Nancy Wu, Sales and Customer Support, SkyStem Jan 28 2020 8:00 pm UTC 59 mins
    [Live Recording] It's time to show some love for the workhorse of the financial close process -- balance sheet account reconciliations! Join us in this webinar, where we share best practices on how to think about the reconciliation work each month, when best to do reconciliations, how they should be prepared, and some common pitfalls to avoid.

    Please note: CPE credit not available for this playback.
  • SkyStem: Perfecting the Close Checklist
    SkyStem: Perfecting the Close Checklist
    Nancy Wu, Sales and Customer Support, SkyStem Jan 29 2020 7:00 pm UTC 55 mins
    [Live Recording] It's time to spruce up the close checklist! Join us in this webinar where we will revisit best practices as well as practical tips to help improve the financial close process. Whether you have a close checklist, a close calendar, or even if you are still forming a close process, these practices will surely help your period-end close.

    Please note: CPE credit not available for this playback
  • SkyStem: Spooky Tales from the SEC
    SkyStem: Spooky Tales from the SEC
    Nancy Wu, Sales and Customer Support, SkyStem Jan 30 2020 8:00 pm UTC 56 mins
    [Live Recording] Join us in this webinar, where we arm ourselves with knowledge that can help our organization deter and detect organizational fraud. Learn the most common fraud practices, the best fraud detection and prevention activities, as well as recent SEC fraud cases.

    Please note: CPE credit not available for this playback