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Financial Planning and Analysis

  • Sustainability Quarterly
    Sustainability Quarterly Jessica Ground, Global Head of Stewardship at Schroders, and team Jul 25 2018 3:00 pm UTC 60 mins
    Please join Jessica Ground and the Sustainable Investment team as they dive into the ESG topics currently making waves.

    No one wants to vacation on a beach full of plastic. With more regions talking about banning some plastic items, what is the impact for the plastics supply chain, and end users. Meanwhile, as summer temperatures reach record highs, we will revisit our Schroders Climate Progress Dashboard a year on from launch and see how the thermostat is re-calibrating. Finally, as you pack up the car for your big summer trip, is there a residual risk that is not being captured within the auto loan industry, despite banks tighten up their consumer protection rules and processes?
  • 2018 CIO Mid-year Outlook: New Playbook Required
    2018 CIO Mid-year Outlook: New Playbook Required Henry McVey and Dave McNellis, KKR with Matt Osborne, Altegris Jul 30 2018 6:00 pm UTC 60 mins
    Join this interactive 2018 CIO mid-year outlook to discover the macroeconomic investment trends in the current investing environment. Key highlights include:

    • A substantial underweight to global government bonds
    • An increasing overweight to Real Assets with Yield and Growth
    • The addition of Grains (Corn) to the portfolio and a decrease to cash
    • The decision to remain equal-weight Public Equities by underweighting Turkey and adding to the U.S.
  • Reconciling Balance Sheets with Excel4apps
    Reconciling Balance Sheets with Excel4apps Erika Creary, Missy Ojigho Aug 16 2018 12:00 pm UTC 60 mins
    The balance sheet reconciliation is a key element of ‘closing the books’. It has long been an important control to ensure the accuracy of your financial statements, which in turn highlights the financial condition of your organisation. Reconciliations can identify mistakes and misappropriations and help to ensure that internal controls are being adhered to. Stringent review and scrutiny of balance sheet accounts during the period close cycle provides key stakeholders, management and auditors with assurance that internal controls are being applied and are working effectively.

    In this webinar, we’ll discuss Balance Sheet Reconciliation – the good and the bad.

    Join us to look at contributing factors to poor balance sheet reconciliations and how Excel4apps can help you to create a robust, efficient and seamless process.

    We’ll explore:

    - Time lost to repetitive and manual manipulation of data exported into Excel
    - Frustrating dependency on IT to execute ad-hoc report customisation
    - Audit risks due to not identifying potential fraudulent, improper or material transactions quickly.

    And more…
  • 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