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Financial Planning and Analysis

  • How to achieve GRC maturity using ServiceNow? - Part 3
    How to achieve GRC maturity using ServiceNow? - Part 3
    Clara Abraham, GRC Consultant; Vignesh Mohan, ServiceNow Specialist; Lalith Boovaragavan, Assistant Marketing Manager Recorded: Oct 9 2019 61 mins
    Stage-3 of this GRC webinar series is – Predict and Prioritize Risks.

    From this session you can:
    · Get an executive view into compliance requirements, monitor enterprise compliance and demonstrate compliance with policies and external standards and regulatory requirements
    · Use the risk dashboard to prioritize and respond to risks
    · Get insights on enterprise risks
    · Plan and execute audit engagements
    · Report and track audit observations
    · Get a view of audit results and engagement breakdowns by task, allowing areas of concern to be identified quickly

    Key takeaways:
    · Using compliance dashboard to demonstrate and manage enterprise compliance
    · Using risk dashboard to prioritize, manage and monitor enterprise risks
    · Planning and execution of audit engagements using Audit Management
    · Viewing audit results and identify areas of concerns using Audit overviews
  • Conviction in UK Mid Cap: the market cap sweet spot for UK equities
    Conviction in UK Mid Cap: the market cap sweet spot for UK equities
    David Moss, Matthew Parker Recorded: Oct 2 2019 30 mins
    The Mid Cap asset class has been a long-term outperformer; underpinned through a nimbleness to grow but with established leading positions in industry niches. We expect this combination to support continued outperformance, offering investors the best prospects for future value creation.

    David Moss and Matthew Parker, Portfolio Managers for the UK equity team will discuss how we differentiate versus peers through our core Mid Cap offering.
  • Unravelling the Bot Mystery for Banks with Automation Anywhere
    Unravelling the Bot Mystery for Banks with Automation Anywhere
    Sundarraj Subramani, Partner Success Manager, ASEAN, Automation Anywhere & Ramesh Muniyandi, Senior Manager, Aspire Systems, Recorded: Oct 1 2019 62 mins
    The RPA software and services market is expected to grow to $4.3 billion by 2022 from its current size of $1.7 billion. In this webinar, co-hosted with Automation Anywhere, you will learn:

    • Where can automation anywhere bots be placed in the banking process – front office, mid office and back office
    • How does bots help in operational efficiency and in saving time
    • The potential cost savings – case studies of popular banks using RPA
    • Our case study with Dodge and Cox and Automation Anywhere

    Tune in to our webinar on Tuesday, October 1st, 2019 at 02:00pm SGT to know all this and more.
  • Webinaire d'optimisation du fonds de roulement
    Webinaire d'optimisation du fonds de roulement
    Banque HSBC Canada Recorded: Sep 25 2019 48 mins
    Réaliser le potentiel de croissance de votre entreprise grâce aux stratégies de fonds de roulement

    Quel que soit votre secteur d’activité, une stratégie de fonds de roulement finement réglée est cruciale à votre succès : elle vous donne la souplesse financière voulue pour répondre à vos besoins d’exploitation et pour investir dans la croissance.

    Pour connaître les plus récentes stratégies d’optimisation du fonds de roulement, assistez à notre prochain webinaire, Réaliser le potentiel de croissance de votre entreprise grâce aux stratégies de fonds de roulement, qui aura lieu le 25 septembre. Ce webinaire d’une durée de 45 minutes vous offre une excellente occasion d’entendre des experts du commerce international et de la gestion de la trésorerie discuter des défis et des possibilités propres aux entreprises canadiennes et proposer à ces dernières des solutions pratiques pour améliorer leur souplesse, leur compétitivité et leurs résultats.

    Que votre entreprise mène ses activités à l’échelle canadienne ou internationale, une solide stratégie de fonds de roulement est de plus en plus considérée comme un élément essentiel de la réussite. En assistant à notre webinaire, vous découvrirez diverses solutions, dont le financement des comptes clients, le financement de la chaîne d’approvisionnement et des outils de gestion du fonds du roulement, qui aideront votre entreprise à prospérer.

    www.business.hsbc.ca/fr-ca
  • Yield Book Analytics Webinar – what’s new for the liquidity ratio metrics?
    Yield Book Analytics Webinar – what’s new for the liquidity ratio metrics?
    Mikhail Bezroukov, Analytics Product Specialist Recorded: Sep 25 2019 49 mins
    The Yield Book is offering a new Liquidity Ratio metric that is able to incorporate both traded price and volume informationm, as well as adjust for yield curve and sector-wide movements. The suite of liquidity metrics is calculated daily and made available through multiple delivery channels, including the Yield Book, Add-In, and API for USD-denominated bonds. Historical data is available for a 5-year period, which allows backfill of significant datasets to create an internal golden source for liquidity calculation as well as backtest historical portfolio liquidity.The webinar will take a closer look at liquidity metrics and transaction-level approaches to liquidity ratio analytics within fixed income markets.

    The Webinar will cover:
    - The measure produces intuitive results allowing for comparison across bonds and market
    - Scalable measure that can be extended to global fixed income markets, beginning with coverage of the US corporate bond universe
    - Innovative approaches to infer a liquidity score for bonds that do not have observed trades

    Our live webinar will be hosted by Mikhail Bezroukov, Analytics Product Specialist.
  • Top 10 Steps to Adopting Financial Technology
    Top 10 Steps to Adopting Financial Technology
    Chris Walsh Recorded: Sep 24 2019 58 mins
    New software can be both expensive and time-consuming to implement. Once in place, they are, normally, with you for a long time.
    Therefore, it’s important to do the research and ground work before deciding what solution to choose. Identifying your pain points, achieving your ideal solution and evaluating possible providers, it’s all easier said than done. That’s why we want to share our expertise and provide you with some important advice along the way.
    Check out our easy-to follow top 10 steps to implement financial software to help you migrate to a successful software adoption.
  • Miton Multi Asset Webinar
    Miton Multi Asset Webinar
    David Jane and Anthony Rayner Recorded: Sep 24 2019 38 mins
    In this webinar, fund managers David Jane and Anthony Rayner will provide a market update as well as discussing the importance of a pragmatic investment approach amongst a constant flow of market noise.
  • ESG Integration into Manager Selection & Monitoring
    ESG Integration into Manager Selection & Monitoring
    Responsible Investor & Style Analytics Recorded: Sep 23 2019 63 mins
    Join us on 23 September at 4pm BST as we explore the topic of ESG integration in manager selection and monitoring. The webinar will feature industry experts from Aon and the San Francisco Employee’s Retirement System (SFERS).

    As the effects of climate change shape our world, investors are coming under increasing pressure to integrate ESG into their processes. For asset owners who rely on external managers, it is vital to be able to understand and monitor the integration process. For those selecting funds on behalf of their clients, it is important to validate how ESG is being incorporated and if it is being done on a consistent basis.

    Responsible Investor and Style Analytics are holding this webinar to discuss real examples of ESG integration, including a review of the key challenges faced and lessons learned from a public pension fund.

    The speakers will also explore how ESG approaches differ between the US and the UK, the tools and practices developed to select and monitor fund managers, and how the industry can look at ESG alongside other traditional factors.

    They will answer live audience questions at the end of the webinar.

    Speakers:
    Andrew Collins, Director of ESG & Responsible Investing, City and County of San Francisco Retirement System
    Tim Manuel, UK Head of Responsible Investment, Aon
    Bernie Nelson, President of Style Analytics North America


    Moderator:
    Tony Hay, Publisher, Responsible Investor
  • Accelerating New Customer Acquisition with Digital Account Opening Best Practice
    Accelerating New Customer Acquisition with Digital Account Opening Best Practice
    OneSpan and Fintech Futures Recorded: Sep 19 2019 62 mins
    With the increase in pressure on Banks and FIs to secure transactions and customer data, the prevailing question becomes, how to ensure the account opening process is as seamless as possible.

    As demonstrated by the Aite Group statistics, high abandonment rates are abundant, lying between 65% and 90%, and it falls to the service providers to implement digital solutions to minimize friction and quickly acquire new customers.

    The combination of digital identity verification and e-signature technologies can be used to great effect to not only combat cart abandonment but to support new customer acquisition. And once the account opening process has been a success, retention becomes a much brighter proposition also.

    Banks must make sure the protection of customer data doesn’t come at the expense of the user experience and convenience. Achieving this is not without its challenges, however. And satisfying KYC and AML regulations is no mean feat, as increasing amounts of data means increasingly sophisticated and intelligent methods of protection, all of which needs to be dealt with invisibility without slowing or impeding the customer experience.

    Join this webinar from Fintech Futures, in association with OneSpan, to hear experts discuss:

    -Best practice principles around digital account opening

    -How to implement digital identity verification and e-signature solutions and secure customers data

    -How to ensure a consistent user experience throughout the digital customer journey

    -Navigating increasingly stringent KYC and AML rules and how to acquire new applicants quicker
  • The Underpinnings of Bad Bots and their Impact on Financial Services Customers
    The Underpinnings of Bad Bots and their Impact on Financial Services Customers
    Finovate and Cequence Recorded: Sep 19 2019 55 mins
    A regularly refreshed library of stolen user credentials, attack management toolkits and a delivery infrastructure that masks identity and location allow bad actors to launch large scale, automated attack campaigns against your public facing applications.

    By targeting the application APIs directly, as opposed to the web forms, attacks such as account takeovers and fake account creation can remain undetected by existing security solutions, quietly leading to fraud and reputational damage to the target organizations.

    In this webinar, Matt Keil, Director of Product Marketing, Cequence and Alissa Knight, Senior Analyst, Cyber Security, Aite Group as they discusses the exposure unprotected APIs represent and how these automated attacks take full advantage of Bulletproof Proxies, a rapidly growing class of infrastructure providers that have taken the concepts of anonymity and availability found in Bulletproof Hosting and extended them to the delivery infrastructure required to launch automated bot attacks. Topics to be covered will include:

    - Common automated attacks targeting financial services
    - Mobile application security risks hiding in plain sight
    - What a Bulletproof Proxy is and why it matters
    - How Bulletproof proxies came to be and their place in the cyber community

    Listen now!
  • Embracing sustainability
    Embracing sustainability
    Nick Henderson, Portfolio Manager Recorded: Sep 18 2019 44 mins
    The world faces a multitude of challenges; ranging from environmental challenges such as climate change, to societal challenges such as rising healthcare costs and obesity. These are not new, but during this webinar Nick Henderson will highlight how through careful stock selection and engagement, these risks and opportunities can be embraced and a diversified equity portfolio can be built to harness structural growth tailwinds.
  • In a world of economic and political extremes where is the investment normality?
    In a world of economic and political extremes where is the investment normality?
    Rob Burdett and Kelly Prior Recorded: Sep 18 2019 34 mins
    This is the longest economic cycle on record, and yet interest rates are at their lowest level in 5 years. Debt is at its highest ever level in history, yet around 25% of debt has negative interest rates. Stock commonality amongst the largest funds is close to record highs, with momentum the key driver, but the fastest risers of the last 12 months are 25% more expensive than normal. We will look at how we are positioned to deal with these contradictions and extremes, and take a look at the longer term picture away from the noise
  • ITEK Rebalance | Investing in Innovative Technologies
    ITEK Rebalance | Investing in Innovative Technologies
    HANetf & Dr. Axel Haus, Solactive Recorded: Sep 18 2019 22 mins
    HANetf is joined by Dr. Axel Haus, Team Head for Qualitative Research at Solactive AG to discuss the impact of rebalancing on the HAN GINS Innovative Technologies UCITS ETF, ITEK.

    - Economic, capital markets, and technological trends
    - The changing shape of Industry 4.0
    - Sector and regional changes
    - Performance analysis of the Technology Sectors and ITEK
    - Top 10 constituent changes
    - Innovative Technology Sectors compared
  • International Equities: Finding the businesses that can beat the fade
    International Equities: Finding the businesses that can beat the fade
    Simon Webber, Portfolio Manager, Global & International Equities team Recorded: Sep 17 2019 25 mins
    Amid an environment of disruption, along with: slowing growth; profit margin pressure;prolonged policy uncertainty, and complacency around financial leverage, it is increasingly important for investors to be positioned in durable businesses with pricing power and elements of self-help. Schroders international equity portfolio manager Simon Webber offers his views on the challenging macro landscape and where the team is finding the most compelling investment opportunities.
  • Banking on ESG: How will the banking sector adapt in an era of global volatility
    Banking on ESG: How will the banking sector adapt in an era of global volatility
    Responsible Investor & MSCI Recorded: Sep 16 2019 64 mins
    Sustainable finance and ESG integration are fast becoming a global preoccupation for the banking sector. As ESG reporting shifts from niche to mainstream and begins to have balance sheet implications, investors are raising challenging questions on how ESG performance is assessed, managed, and reported on across core banking business units. From corporate governance and board composition to loan portfolio credit quality, new data is driving a shift in approach to ESG integration and reporting across jurisdictions.

    This unique webinar will dig into the details of how ESG risks and opportunities can have material impacts on bank balance sheets, investor returns and the long-term financial health of the global economy. The discussion will consider key ESG trends in the banking sector from the perspective of reporting banks, investors, and one of the world’s largest investment data analysts. Join us to learn how responsible investment and corporate governance policies are helping to raise professional and ethical banking standards, and how action on ESG themes is evolving in a time of market turbulence.


    Speakers:

    Daniel Klier, Group Head of Strategy and Global Head of Sustainable Finance, HSBC
    Marisa Buchanan, Executive Director, Sustainable Finance, JPMorgan Chase
    Simone Dettling, Banking Team Lead, UN Environment Finance Initiative
    Sonja Gibbs, Managing Director, Global Policy Initiatives, Institute of International Finance
    Panos Seretis, Head of ESG Research, EMEA, MSCI

    Moderator: Hugh Wheelan, Managing Editor, Responsible Investor
  • Why invest in Europe?
    Why invest in Europe?
    Phil Webster, Portfolio Manager, European Equities Recorded: Sep 13 2019 27 mins
    Phil Webster discusses why taking a step back from the macroeconomic malaise of Europe is beneficial to investors, resulting in them being able to seek out a fund positioned to take advantage of structural rather than cyclical growth.
  • Unlock Print Stream Data to Improve CX and Reduce Costs
    Unlock Print Stream Data to Improve CX and Reduce Costs
    Finovate and Nuxeo Recorded: Sep 12 2019 57 mins
    Each year billions of documents are produced by the banking industry in the US and Europe. These documents include statements, notices, correspondence, and bills that are essential to managing relationships with customers.

    However, many banks still rely on legacy print management solutions that cost millions of dollars in maintenance every year, haven’t been updated in over 2 decades, don’t support modern digital access methods like mobile, and most importantly, they don’t conform to modern privacy and security regulations.

    Join this #FinovateWebinar with Chris McLaughlin, Chief Marketing Officer at
    Nuxeo, and Tim Nelms, Vice at Crawford Technologies to learn how your peers are modernizing print management in today’s age of privacy. We will cover how to:

    - Replace expensive printing and posting with digital delivery and a “mobile first” strategy
    - Modernize antiquated and expensive legacy print management solutions
    - Manage and maintain compliance with regulatory requirements, such as GDPR and the California Privacy Act
    - Delivers consistent customer service for the print impaired ensuring compliance with Section 508, AMA, AODA, the UK Equality Act
  • Avoid the crowds: the case for securitized credit
    Avoid the crowds: the case for securitized credit
    Michelle Russell-Dowe, Head of Securitized Credit, Schroders Recorded: Sep 10 2019 27 mins
    Given the challenges facing ‘traditional’ fixed income, we think segments of the securitized market warrant consideration for being a strategic portfolio component, given their better fundamentals and lower volatility compared to the more popular (and crowded) credit markets. Hear from Head of Securitized Credit Michelle Russell-Dowe as she gives her insights and opinions on the securitized space, how we expect the asset class to fare in today’s low rate environment, and where she sees opportunities within the consumer-driven, housing and real estate segments.
  • Are you using Unsupported Oracle Discoverer?
    Are you using Unsupported Oracle Discoverer?
    Robyn White and Gregg Van Der Westhuizen Recorded: Sep 10 2019 60 mins
    With Oracle Discoverer being discontinued, do you have an alternative solution in place yet? If you're still looking for an answer, join our free webinar to learn about two incredibly powerful alternatives for Oracle Discoverer: insightsoftware's Hubble and Excel4apps Wands.

    During this webinar, Oracle expert Gregg Van Der Westhuizen will walk you through the features and benefits of Excel-based reporting and web-based dashboards. You'll learn about:

    - How customers have saved time and successfully moved from Discoverer
    - How these tools complement your existing OBIEE or BI strategy
    - What your Discoverer reports will look like for each solution
    - Analyzing and consolidating your Discoverer reports before converting them to a new solution
  • Global update on the future of sustainable finance
    Global update on the future of sustainable finance
    Responsible Investor Recorded: Sep 5 2019 57 mins
    Responsible Investor is proud to present a new edition in our sustainable finance webinar series focused on the global implications of the European Commission’s Sustainable Finance Action Plan, with updates on developments in Asia and North America. Coming after the G7 meeting in Biarritz, France at the end of August, this webinar will unpack the implications of the sustainable finance regulatory agenda for global investors.

    As the world grapples with populist politics, worsening economic inequality, and the prospect of climate breakdown, this is a crucial time for sustainable finance policy to reorient global capital markets. Against a backdrop of macroeconomic risks, this unique webinar will consider how sustainable finance policy on three continents could impact the banking and asset management industries.

    With the European Commission leading action on new rules covering investment mandates, sustainability definitions and green finance fiscal policy tools, this webinar will reflect on ‘the HLEG-effect’. Speakers will consider how sustainable finance regulation coming out of Brussels and Beijing could impact investors in North America and other parts of the world.

    Speakers:
    Barbara Zvan, Chief Risk & Strategy Officer, Ontario Teachers‘​ Pension Plan and a member of the Canadian Government Expert Panel on Sustainable Finance

    Michael Sheren, Senior Advisor, Bank of England and Co-Chairman of the G20 Sustainable Finance Study Group

    Morgan Després, Deputy Head of Financial Stability at Banque de France and Head of the Central Banks and Supervisors Network for Greening the Financial System (NGFS)

    Moderator:
    Sophie Robinson-Tillett, Deputy Editor, Responsible Investor
  • Self-managed buy-in: buy-ins take you further away from buy-out
    Self-managed buy-in: buy-ins take you further away from buy-out
    Ren Lin, Head of Client Strategy, Insight Investment Recorded: Sep 4 2019 28 mins
    At first glance a buy-in may appear attractive. However, when considering the whole scheme, a buy-in will make it more difficult to achieve a buy-out in the majority of cases.

    In this webinar, Ren Lin, Head of Client Strategy at Insight Investment, explains why this is the case using an objective framework for comparing different de-risking options.
  • Local perspectives on the China Equity markets
    Local perspectives on the China Equity markets
    Jack Lee, Head of China A-share research, Schroders Recorded: Aug 28 2019 20 mins
    Recorded August 28, 2019. While trade wars and currency concerns have dominated the headlines, we think investors will be remiss if they do not at least begin to consider this tremendous alpha opportunity from a future asset allocation perspective. China’s economic dominance and future equity-market influence will undoubtedly be game-changers. In this two-part webinar, Schroders’ Greater China Equity teams delivers their local perspectives on current trends, and the longer-term secular benefits, of this unique opportunity set.
  • Creating Fiduciary Financial Plans
    Creating Fiduciary Financial Plans
    Nick Economos, Miaciah Manuel Recorded: Aug 22 2019 45 mins
    Please join us for a live, hands-on webcast on creating fiduciary financial plans. We’ll discuss the steps we take to help clients put their needs first, and share some tools we use to help.
  • AI for Business & IT - 8 Technologies, 9 processes, 10 checklist items
    AI for Business & IT - 8 Technologies, 9 processes, 10 checklist items
    Arun Trivedi Recorded: Aug 21 2019 45 mins
    As AI becomes all-pervasive, more and more companies need to start thinking about how AI can help in their business transformation and optimization journey. According to a Gartner survey, 54% respondents plan to start deployment within the next few years. However, their are multiple barriers, including finding a starting point and fear of the unknown.

    This webinar breaks down AI for the business & IT - what use cases should CIOs and business organizations focus on and how do we get started? What are the possible use cases? How do we even go about thinking about AI in our organization in a structured way?
  • The EU Taxonomy
    The EU Taxonomy
    Responsible Investor Oct 22 2019 11:00 am UTC 45 mins
    The latest developments on the EU Action Plan: Part 1

    This summer, the EU’s Technical Expert Group on Sustainable Finance (TEG) gathered market feedback on its plans for a green taxonomy, green bond standards and low-carbon benchmarks.
    To discuss the response and provide an update on the three initiatives – as well as the other parts of the Action Plan – RI will be joined by leaders from the TEG and the European Commission for a four-part webinar series.

    Nathan Fabian, Chief Responsible Investment Officer at the PRI and Chair of the Technical Expert Group on Sustainable Finance, will kick off the series with an update on the state-of-play for the green taxonomy. He’ll be discussing key take-aways from the public consultation and the latest in the ongoing political negotiations that run parallel to the TEG’s work.

    We encourage you to submit questions in advance, by emailing sophie@responsible-investor.com. Questions can be asked anonymously, if requested.
  • Migrating to Microservices? Hacks to follow & Pitfalls to Avoid
    Migrating to Microservices? Hacks to follow & Pitfalls to Avoid
    Jothi Rengarajan – Principal Architect, Chandramouli Parasuraman – Technical Architect Oct 22 2019 5:00 pm UTC 60 mins
    Many organizations that have made the decision to move to Microservices from monolith architecture struggle with the strategy and process rather than the technology itself. This webinar digs deep in to the common pitfalls and the best practices involved in Microservices adoption.

    Key Takeaways:

    • Common Pitfalls in Microservices that may lead to loss of high productivity
    • Best architecture practices and patterns involved in implementing Microservices
    • Implementation and Process Do’s and Don’ts
  • A European Green Bond Standard
    A European Green Bond Standard
    Responsible Investor Oct 23 2019 11:00 am UTC 30 mins
    The latest developments on the EU Action Plan: Part 2

    This summer, the EU’s Technical Expert Group on Sustainable Finance (TEG) gathered market feedback on its plans for a green taxonomy, green bond standards and low-carbon benchmarks.
    To discuss the response and provide an update on the three initiatives – as well as the other parts of the Action Plan – RI will be joined by leaders from the TEG and the European Commission for a four-part webinar series.

    Aila Aho, an Executive Advisor on Sustainability at Nordea, and TEG’s green bond rapporteur, will discuss progress on the potential European GBS and what comes next. She’ll talk about the role of transition bonds in the standard, potential legislation and how the EU’s work fits in with existing green bond initiatives.

    We encourage you to submit questions in advance, by emailing sophie@responsible-investor.com. Questions can be asked anonymously, if requested.
  • Low-carbon Benchmarks
    Low-carbon Benchmarks
    Responsible Investor Oct 24 2019 11:00 am UTC 30 mins
    The latest developments on the EU Action Plan: Part 3

    This summer, the EU’s Technical Expert Group on Sustainable Finance (TEG) gathered market feedback on its plans for a green taxonomy, green bond standards and low-carbon benchmarks.
    To discuss the response and provide an update on the three initiatives – as well as the other parts of the Action Plan – RI will be joined by leaders from the TEG and the European Commission for a four-part webinar series

    Dr Steffen Hoerter, Head of ESG at Allianz Global Investors and a TEG member, will update listeners on the two low-carbon benchmark proposals: integrating ESG disclosure into mainstream indices and creating a dedicated regulatory framework for low-carbon products. He’ll explain how the feedback from the consultation might influence the group’s final report.

    We encourage you to submit questions in advance, by emailing sophie@responsible-investor.com. Questions can be asked anonymously, if requested.
  • Transforming accounts receivables in Oracle financials with RPA
    Transforming accounts receivables in Oracle financials with RPA
    Arshad Imran, Ramesh Muniyandi Oct 24 2019 5:00 pm UTC 60 mins
    The webinar will take you through Oracle ERP Financials and the AR process along with the challenges faced by the organizations due to manual ERP process. The solution experts will give insights on the ways to overcome the challenges with the help of RPA. Furthermore, the RPA process will be dealt in detail covering the step by step approach to automate AR process with the help of RPA. This webinar will also take you through the role of RPA in helping Oracle ERP customers maximize their ROI and productivity. The case study explaining how Aspire Systems have helped one of the clients to automate legacy processes with RPA along with a demo on AR process automation is the highlight of this webinar.

    Key takeaways:

    • End-to-end knowledge tablet on Oracle Financial suite and AR processes.
    • Insights on generic challenges organizations face due to manual ERP process.
    • Solutions to the challenges with the help of RPA.
    • RPA and AR process automation.
    • RPA’s role in maximizing ROI and productivity for Oracle ERP customers.
    • Case study on automation of legacy process with RPA and demonstration on AR process automation.
  • Action Plan Updates Beyond TEG
    Action Plan Updates Beyond TEG
    Responsible Investor Oct 25 2019 11:00 am UTC 45 mins
    The latest developments on the EU Action Plan: Part 4

    This summer, the EU’s Technical Expert Group on Sustainable Finance (TEG) gathered market feedback on its plans for a green taxonomy, green bond standards and low-carbon benchmarks.
    To discuss the response and provide an update on the three initiatives – as well as the other parts of the Action Plan – RI will be joined by leaders from the TEG and the European Commission for a four-part webinar series.

    The reports from TEG have taken centre stage over the summer, but there are lot of other moving parts in the EU Action Plan on Sustainable Finance. Martin Spolc, Head of the Sustainable Finance and Fintech unit in the European Commission's Directorate General for Financial Services (DG FISMA) oversees the Action Plan, and will provide an update on other important developments.

    We encourage you to submit questions in advance, by emailing sophie@responsible-investor.com. Questions can be asked anonymously, if requested.
  • Payments Infrastructure and Innovation
    Payments Infrastructure and Innovation
    Brendan Miller, Rapyd | Nanna Saito Nielsen, GoCardless | Rene Pelegero, RPGC Group | Bruce Parker, Modo Oct 28 2019 8:00 pm UTC 60 mins
    The payments ecosystem is one that is fast-moving and constantly evolving. How can we secure the future of new payments infrastructures?

    Join this panel to learn:
    - How to successfully migrate between payments platforms
    - Does faster payment mean faster fraud?
    - Challenges with payments security
    - Opportunities and challenges for eCommerce and retail

    Speakers:
    Brendan Miller, Head of Global Product Marketing, Rapyd (Moderator)
    Nanna Saito Nielsen, Director of Banking Operations, GoCardless
    Rene Pelegero, President & Managing Director, RPGC Group
    Bruce Parker, CEO, Modo Payments
  • Payments 2020: Analyzing the Subscription and Cross Border Payments Landscape
    Payments 2020: Analyzing the Subscription and Cross Border Payments Landscape
    Andrew Gilboy, GM, North America, GoCardless Oct 28 2019 9:30 pm UTC 30 mins
    Understanding payments preferences is integral for both payments providers and merchants. Reports have shown that different countries deal with payments differently, and because of this, a one-size-fits-all approach will not work.

    Join this interview where Andrew Gilboy, GM, North America at GoCardless will discuss:

    - The current international cross border payments industry
    - How local-focused payment strategies power international subscriptions
    - Analyzing friction in payments: is frictionless really the best way to go?
  • Characteristics of a High Performing Internal Audit Team
    Characteristics of a High Performing Internal Audit Team
    Ed Williams, Sr. Manager, Risk Advisory Services and Timothy Lietz, Director, Risk Advisory Services, Experis Finance Nov 7 2019 5:00 pm UTC 60 mins
    Experis Finance is pleased to announce another installment of our “Hot Topics Series” for Chief Audit Executives and their teams. This series of webinars provide practical insights on topics of interest to internal audit professionals. This discussion covers the proven components of high performing internal audit teams. In today’s business environment, Internal Audit Departments have to assemble highly effective teams and activities that produce insightful work for their organization in an efficient and nimble manner. Acquiring top notch talent, keeping them engaged and motivated, then having this team complete value-added audits as quickly and effectively as possible, is the ultimate goal of internal audit executives today.

    The webinar will provide participants with the following learning objectives:

    •Hear discussion on leading practices from cutting edge audit functions
    •Learn strategies on how to recruit, engage, challenge and retain the best internal audit talent for your organization
    •Understand the impact of today’s job market environment as you plan to address your Human Capital challenges in the year ahead
    •Discuss approaches to enable your internal audit function to provide more insight and expertise to your organization in the future
    •Hear strategies to employ to reduce internal audit completion cycle times and increase the value of each audit deliverable
    •Highlight the leading factors to establishing a winning culture within your internal audit function

    Presenters
    Ed Williams, Sr. Manager, Risk Advisory Services, Experis
    Timothy Lietz, Director, Risk Advisory Services, Experis
  • Debating the Green New Deal as an investor roadmap for the Americas
    Debating the Green New Deal as an investor roadmap for the Americas
    Responsible Investor Nov 12 2019 4:00 pm UTC 60 mins
    As the FT noted in a recent editorial: “The depressing reality about climate change is that we could solve the problem, at manageable cost, but are failing to do so. This failure is due to a mixture of blindness and self-deception.” Could the Green New Deal be a wake up call for North American investors? Join us for a debate on how North American investors are assessing and responding to the ambitious scale of the GND and the global energy transition.

    The Green New Deal is full of implications for investors - the plan would require massive investments and the leveraging of new funding for communities affected by climate change; the repairing and upgrading of crumbling infrastructure to withstand extreme weather and ensuring all legislation related to infrastructure address climate change; and a shift in capital away from fossil fuels into renewable power sources; investment in new manufacturing and industrial capacity to spur growth; and the build out of distributed power grids to provide affordable electricity across the continent.

    This webinar will consider implications of the Green New Deal for North America’s largest investors, and the risks and opportunities of a strategic approach to climate finance at the continental scale.

    Speakers TBC

    Moderator: Paul Verney, Journalist, Responsible Investor