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Financial Planning and Analysis

  • Part 2: What Does the Move to S4/Hana Mean for Business Functions & Reporting?
    Part 2: What Does the Move to S4/Hana Mean for Business Functions & Reporting? Richard Sampson, Managing Director, Excel4apps Recorded: Aug 16 2017 12 mins
    Part 1 of this two-webinar series looked at the strategic challenges facing organisations using SAP following the launch of SA/Hana. This part 2 focuses instead on the departmental challenges, and what these developments might mean for operational reporting. In many organisation today, the reality of the reporting environment might means that experienced business users spend 80% of their day manipulating data rather than interpreting it. So, while your CFO might quite rightly be looking at S4/Hana and digitalisation, we would encourage businesses to also Fix Today’s Problems Today, as the real-time access to data discussed in this webinar will not only support but accelerate your path to digitalisation.
  • Part 1: The Move to S/4Hana and the Impact to the Business of “Strategic IT”
    Part 1: The Move to S/4Hana and the Impact to the Business of “Strategic IT” Richard Sampson, Managing Director, Excel4apps Recorded: Aug 16 2017 13 mins
    This webinar focuses on some of the challenges facing organisations using SAP today. There's a lot of noise in the marketplace following the launch of S4/Hana. What does it mean for organisations? How may SA/Hana impact IT and Finance and what does it mean for reporting? Perhaps, most importantly, how can businesses address these challenges so that they are able to improve performance today while safeguarding their investment for the future? This presentation looks at how businesses can fix today's problems today, while also planning for tomorrow.
  • Global Equitites - Volatility: dead or in hibernation?
    Global Equitites - Volatility: dead or in hibernation? Jacob Mitchell Recorded: Aug 16 2017 29 mins
    Discussion points:

    - Navigating the distortions of the low interest rate world
    - Predicting regime change (Trump, Brexit, etc.) really is a mug's game
    - Taking advantage of today's market extremes whilst managing risk, i.e. look for asymmetry

    Key Takeouts:

    - Risks are building in global markets, but not without opportunity
    - Using multiple levers, (longs, shorts and currency) to manage risk and drive returns
  • High Scale, High Stakes: Adjusting Focus and Investment at the Network Gateway
    High Scale, High Stakes: Adjusting Focus and Investment at the Network Gateway Dan Cummins, Senior Analyst with 451 Research and Tim Chiu, Senior Director of Product Marketing with Symantec Recorded: Aug 2 2017 50 mins
    As cloud continues to erase the network perimeter, it’s more important than ever to align IT infrastructure to track more closely to the businesses it serves.

    As a result, gateway technology choices and investments need to fit the cloud model and fit in terms of security use case, value, and real-world business requirements.

    Join Dan Cummins, analyst with 451 Research and Tim Chiu, Senior Director of Product Marketing at Symantec, for an informative webinar on August 2 to hear a discussion of network security today.

    Agenda:

    - Discussion on the increased dependence on HTTP and HTTPS

    - The limitations of Firewalls in the web and cloud world

    The increasing critical need for web gateways, both on premise and in the cloud, for achieving:

    - Access governance for users and devices

    - Verifiable protection against advanced attack methods

    - Agile risk management and measurable return on investment.

    Important opportunities are at hand right now to integrate network and cloud-based approaches to achieve coordinated and robust anti-malware, privacy, policy and connectivity capabilities, while continuing on a path to flexible, software-defined infrastructure.

    Register Today
  • Taking Control of Corporate Spend
    Taking Control of Corporate Spend Rob Kugel, Ventana Research; Lauren Pukacz, New York Library Recorded: Jul 25 2017 62 mins
    Today’s CFOs are putting business travel expenses and indirect spend under the microscope to optimize cost savings and achieve operational excellence. But fragmented systems and processes make it difficult for business leaders to control corporate spend.

    These challenges demand radical changes in expense management. Watch this webinar replay with Ventana Research and the New York Public Library to learn:

    - Why spend management is a top priority for finance executives
    - How organizations can use a single approach to manage spend
    - How Workday streamlines business processes and identifies opportunities for cost savings
  • Workloads, Data Centers & Cloud Strategy: Market & Technology Trends
    Workloads, Data Centers & Cloud Strategy: Market & Technology Trends Carl Lehmann, Principal Analyst with 451 Research, and Don Davis, Technology Director for Iron Mountain’s Data Center busines Recorded: Jul 25 2017 58 mins
    IT planners have far more options as to where to run their workloads than ever before. On-premises data centers, co-location facilities and managed services providers are now joined by hybrid multi-clouds – a combination of Software-, Infrastructure- and Platform-as-a-Service (SaaS, IaaS, and PaaS) execution venues. All have unique operational, performance and economic characteristics that need to be considered when deploying workloads.

    In this Webinar Carl Lehmann, Principal Analyst with 451 Research, and Don Davis, Technology Director for Iron Mountain’s Data Center business will discuss how industry leading enterprises determine the best execution venues for their workloads by addressing:

    •The market and technology trends that influence workload, data center and cloud strategy
    •How to evaluate the characteristics of various workloads and execution venues
    •How to manage workloads across on-premises and off-premises ecosystems
    Attendees will learn how to formulate an IT strategy that can be used to guide the decision criteria needed for placing workloads on their best execution venues, and enable the migration and ongoing management of workloads across a hybrid multi-cloud enterprise architecture.
  • Revenue Recognition: What you Need to Know and How to Prepare
    Revenue Recognition: What you Need to Know and How to Prepare Betsy Bland, Workday and Arnold Nel, PWC Recorded: Jul 20 2017 56 mins
    Revenue recognition is one of the most difficult financial and accounting processes to get right, and one of the leading causes of restatement.

    With new revenue standards from FASB and IASB coming soon, now is the time to plan your transition. Join finance and technology experts from Workday and PwC for a webinar replay designed to help you:

    *Understand the new revenue standards.
    *Determine the proactive steps you need to take to address the new requirements.
    *Adjust your revenue recognition transition strategy to streamline your efforts.
  • How to Manage Spreadsheet Risk from Within your SAP Environment
    How to Manage Spreadsheet Risk from Within your SAP Environment Richard Sampson - Managing Director Europe, Simon Parkes - SAP Solution Engineer Recorded: Jul 19 2017 51 mins
    Are you frustrated at the mainly standard, readily structured reports available in SAP? Are you still using Excel to do a lot of the ‘heavy lifting’ reporting? 
     
    Regardless of IT policy, Excel is still the go-to-tool for most users to transform their data into something meaningful. Yet, static spreadsheets inherently create issues around version control, complex cross referencing, master data references and calculation errors, all of which is an Audit Risk. The responsibility for this tends to fall between the Business and IT and can become a necessary evil.

    Attend this webinar to hear how you can overcome these issues using an Excel add-in from Excel4apps.

    What you'll learn: 
    •Achieve a genuine Single Version of the Truth - discover how you can access live SAP data in real-time from an Excel front-end - your data remains in SAP but you view it from Excel.
    •Reduce Financial Reporting and Consolidation Time by 70% - learn how Excel4apps helps you accomplish this goal by solving many SAP Process Challenges.
    •See the Management Reporting capabilities of the award-winning GL Wand in action - be inspired to transform your period-end process.

    If you’d like to find out more about how you can manage spreadsheet risk while still using Excel for reporting, then don’t miss this webinar.
  • Filling the Gap in Oracle Reporting: Your Ultimate Financial Reporting Package
    Filling the Gap in Oracle Reporting: Your Ultimate Financial Reporting Package Malcolm Hewlett - Oracle Practice Manager Europe, David Rincon - Oracle Solution Engineer Recorded: Jul 18 2017 61 mins
    Oracle reporting can be cumbersome and inefficient. Closing month end, performing ad-hoc analysis, reconciling and other reporting tasks are becoming increasingly difficult. Deadlines get shorter, executives are delayed in making critical decisions, working late becomes the norm, and frustration increases.

    Join Malcolm Hewlett and David Rincon from Excel4apps for a live webinar where you will learn how to:
    •Alleviate the pains of month-end by replacing FSGs and Web ADI
    •Prepare efficient, professional reports for business presentations and sharing
    •Eliminated dependence on IT, empower end-users, and shorten month-end processes.

    See a demo of GL Wand and Journal Wand - the ultimate Oracle Financial Reporting package - in action. A quick win for Finance teams, GL Wand and Journal Wand:
    •Decrease reliance on IT - eliminate cumbersome Oracle reporting tools like FSGs and Web ADI
    •Increase efficiency and empower end-users - automate ad-hoc reports and analysis in Excel
    •Streamline real-time data from Oracle into Excel – data is validated and refreshed at the click of a button.

    GL Wand and Journal Wand make it easy to obtain, analyse, share, and present essential information when and how you need it so you can create a 360-degree month end reporting process and wave goodbye to those late nights and weekends at the office.

    Register today!
  • How to make patient information work for you
    How to make patient information work for you Robin Borneman Recorded: Jul 12 2017 20 mins
    Collecting payments for healthcare services is more challenging than ever. The more patient data gathered during the initial point of contact with patients, the more equipped your office will be when collecting any unpaid balances down the road. In this engaging Webinar, you’ll learn some actionable tips for improving your patient contact procedures to collect more money when the time comes.

    Robin Borneman, the Training and Development Manager at IC System, will lead this 30-minute presentation, bringing with her 14 years of collections industry experience in healthcare, government, and financial services.

    In this webcast you will learn:

    •Critical Information to collect at registration.
    •Benefits of using, asking, and retaining HSA information.
    •Intake: How much is too much?
    •How to use the information to recover the cost of service.
  • BMO European SmallCap and European Assets Trust Update
    BMO European SmallCap and European Assets Trust Update Sam Cosh, Fund Manager Recorded: Jul 12 2017 29 mins
    Join Sam Cosh, lead manager of F&C's European smaller company funds, including European Assets Trust, for an update on current positioning.

    Sam will discuss a number of stocks which he currently holds to demonstrate the teams proprietary stock selection process.

    The macroeconomic backdrop appears supportive for European stocks as do earnings into 2018. Sam will discuss what we are seeing through the companies he invests in.
  • How to get high yield & diversification from global equities
    How to get high yield & diversification from global equities Dr. Don Hamson & Daniel Pennell CFA Recorded: Jul 12 2017 23 mins
    During this 20 minute webinar, Dr. Don Hamson and Daniel Pennell will discuss:

    •The fundamental importance of yield to total return
    •Is there yield in global equity? And where it is
    •How Plato delivered substantial income in global equities
    •The benefits of active management for income
  • Australian equities: How to profit from falling shares
    Australian equities: How to profit from falling shares Damien Keune and Gus Roberts Recorded: Jul 11 2017 32 mins
    Webinar discussion points:

    - How our 16 year approach has delivered out-performance for investors
    - Why long short investing
    - How do we short
    - What stocks and sectors to own
    - What stocks and sectors to avoid
  • F&C multi-manager Q2 review and outlook
    F&C multi-manager Q2 review and outlook Gary Potter, co-head of F&C multi-manager team Recorded: Jul 4 2017 38 mins
    A few weeks on from the UK general election Gary Potter, co-head of the F&C multi-manager team, reviews Q2 performance and looks ahead to Q3.
  • Adopting the new revenue recognition standards [Replay]
    Adopting the new revenue recognition standards [Replay] Brian Sommer, CEO - Techventive; Richa Dubey, Strategy - Workday; Tammy Cunha Compliance, Reporting, Revenue- JDA Software Recorded: Jun 29 2017 61 mins
    Revenue recognition is already one of the most difficult financial and accounting processes to get right, and it’s one of the leading causes of restatement.

    With the introduction of ASC 606/IFRS 15, revenue recognition standards are experiencing significant change. Have you planned for your organization’s transition?

    Watch the webinar replay with Brian Sommer, CEO, TechVentive; Tammy Cunha, senior director, Compliance and Reporting, Revenue, JDA Software; and Richa Dubey, director, Revenue Product Strategy, Workday, to better understand the requirements and helpful ways practitioners like you are transitioning to the new standards.

    During this session, you will hear:

    An overview of the changes
    Best practices for transitioning and how to apply them to your own organization
    Real-world examples of Workday Financial Management that allow you to maximize your Financial IT to manage, account for,expense, forecast, and recognize revenue according to today’s guidelines and the financial planning of tomorrow
  • Applying ESG factors into a real estate
    Applying ESG factors into a real estate Hugh Wheelan Recorded: Jun 26 2017 63 mins
    Applying ESG factors into a real estate strategy: the latest data and evidence on the financial case for doing so and the practical, pragmatic way to do it.

    Investors increasingly appreciate the value of incorporating ESG criteria into their real estate exposure – both direct and indirect (via REITS) - but are uncertain of the full financial picture and potential environmental impact reduction now and over time.
    They also worry that such strategies might be too costly or complex, but they needn't be: product development is moving forward rapidly.


    Join real estate experts from Northern Trust, PGGM and GRESB to hear presentations and ask your questions on topics including:

    •Which ESG factors impact returns for buildings, portfolios and real estate companies, and to what extent? The data points you need to be aware of.
    •What ESG factors should then be blended into investment a real estate investment strategy: why and how?
    •What is the availability of benchmarking tools on the financials and impact measurement for ESG risks and improvements?
    •Engagement and ESG in property: what are the technical differences of investor activism in the property sector?

    Speakers:
    Roxana Isaiu, Director, ESG & Real Estate, GRESB
    Mamadou-Abou Sarr, Global Head of ESG Investing, Northern Trust Asset Management
    Christopher Botten, Programme Manager, Better Buildings Partnership

    Moderator:
    Hugh Wheelan, Managing Editor, Responsible Investor

    Sponsored by: Northern Trust Asset Management
  • The Future of Planning, budgeting and forecasting
    The Future of Planning, budgeting and forecasting Mark Nittler, VP Enterprise Strategy - Workday; Gary Simon, FSN Modern Finance Forum Leader - FSN Recorded: Jun 21 2017 32 mins
    As modern finance professionals, we are facing the most challenging FinTech conditions for decades as we strive to be better business partners.

    In this 30 minute webinar replay will explore the 2016 FSN "The Future of Financial Planning, Budgeting, and Forecasting"" global research findings, and reveal:

    The critical challenges facing everyone from the CFO to FP&A managers across the globe.
    A better understanding of the changing financial landscape around audit and compliance, cloud ERP and procurement.
    Why we need to transition to a culture of continuous financial planning.
    How the finance function can transform into a more strategic business partner.

    Watch now and learn how you can lead your organization into the future.
  • How To Create Interactive Excel Dashboards from Start to Finish
    How To Create Interactive Excel Dashboards from Start to Finish Bill Jelen - Host of MrExcel.com, Malcolm Hewlett - Territory Manager Excel4apps Recorded: Jun 20 2017 61 mins
    Impress your colleagues at your next meeting by creating striking Dashboards that engage and deliver the key information management needs at a glance!

    Join MrExcel as he takes you through all the steps to design Interactive Excel Dashboards from start to finish. He will illustrate how to best display the information that summarises key results on 1 page.

    Here's what you'll learn:
    •Create Visually Rich Dashboards that fit on 1 page
    •Provide answers to key questions at a glance
    •Design Interactive Dashboards using slicers
    •Use Power Query to prepare data for Dashboarding
    •Create tiny, Cell-Sized Charts using icons and sparklines
    •Display top 10 and Key Performance Indicators in Dashboards
    •Add Photos to Dashboards
    •Publish Dashboards to the Web using Excel on-line.

    Who'll be speaking:
    Bill Jelen is the host of MrExcel.com and the author of 43 books about Microsoft Excel including, “Pivot Table Data Crunching” and “Excel Gurus Gone Wild”. He has made over 80 guest appearances on American TV's “Call for Help” with Leo Laporte, and was voted guest of the year on the “Computer America” radio show. Before founding MrExcel.com in 1998, Bill spent twelve years "in the trenches", as a financial analyst for the accounting, finance, marketing and operations departments of a publicly held company.

    This is a free MrExcel.com webinar sponsored by Excel4apps - Excel-based Real-Time Solutions that People Love.
  • The Account Journey: Stage Automation and Attribution
    The Account Journey: Stage Automation and Attribution Grant Grigorian, Co-Founder and CEO of Path to Scale Recorded: Jun 15 2017 36 mins
    In this webinar we'll explore how to design and begin to measure the Account Journey by mapping out the end-to-end marketing and sales processes.

    Specifically, we'll introduce the idea of an "Account Stage" and map out a few variations of an Account Lifecycle Model - ie how do we take a prospect from "Target Account" to "Customer"?

    Once we've established an account lifecycle model driven by the Account Stage, we'll fully automate it by using information about the contacts and sales deals in the account. The Account Stage will serve as the high-level indicator of where the account is in the sales cycle, making it easier to evaluate the health of our sales pipeline overall.

    Mapping out the Account LIfecycle will also improve marketing and sales alignment for Account Based Marketing orchestration and performance measurement.

    We'll conclude the webinar by showing examples of how Account Based Marketing Attribution can be used to analyze the performance of the account lifecycle.

    Note to Audience:
    This webinar is NOT a product demo or a pitch. Instead, our webinars offer an in-depth exploration of challenging topics that our customers and partners are working through - and that we hope to shed some light on.

    Please attend the webinar to learn more about this topic and bring your own questions/comments to make the session more interactive - and more valuable to everyone.

    If you'd like to learn more about Path to Scale products, please visit us our website.
  • IR Magazine Webinar - The future of news technology for IROs
    IR Magazine Webinar - The future of news technology for IROs IR Magazine and Bloomberg Recorded: Jun 15 2017 41 mins
    Thursday, June 15, 2017
    8.00 am PST / 11.00 am EST / 4.00 pm BST / 5.00 pm CET
    Duration: 30 minutes

    With 500 mn tweets being added to the daily flow of news, it can be a challenge to isolate the media content that will impact investors’ views of your company.

    Join our panelists as they discuss innovations being made to isolate the most important content, including:

    • Trends in news automation
    • The latest in news and social media analytics
    • When news and Twitter sentiment turns negative – and won’t go away

    Speakers include:

    • Ellen Braitman, news specialist and former Bloomberg TV anchor, Bloomberg
    • Nate Pollack, investor relations, Symantec
    • James Rubec, product marketing manager, Cision Global Insights / PR Newswire
    • Moderator: Tim Human, editor, IR Magazine

    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.
  • How Leading PSOs Harness Talent and Grow Margins
    How Leading PSOs Harness Talent and Grow Margins Dave Hofferberth, Founder and Dir. - SPI Research; Mark David, Dir. Industry Strategy - Workday Recorded: Jun 14 2017 57 mins
    At a time when new client revenue in the industry is at the lowest it’s been in nine years and competition is soaring, professional services leaders are turning to their strongest assets for help: Their people.

    With a host of exciting new cloud-based technology applications, organizations are now able to utilize their Cloud ERP to better manage and develop talent—leading to increased productivity and higher levels of workforce efficiency, even during these challenging times.

    Yet only 56 percent of today’s professional services companies have adopted HCM solutions. Why?

    Watch the webinar replay “How Leading PSOs Harness Talent and Grow Margins” to gain a better understanding of audit, compliance, expense management, procurement, Financial IT and the current state of the industry and to learn how to improve retention, productivity, and profit.
  • Now is the Time for Munis
    Now is the Time for Munis Clark Wagner, CIO and Portfolio Manager, First Investors Funds Recorded: May 24 2017 28 mins
    With President Trump's push to slash tax rates on both corporations and high-income individuals, many of your clients may think they don’t need municipal bonds in their investment portfolios anymore. But such thinking belies an understanding of why tax-exempt municipal bonds make sense in any environment.

    Reading past the headlines shows that the tax reforms outlined by the administration so far will likely have little impact on securities issued by state and local governments. The proposal to phase out most deductions might actually boost demand for tax-free munis in states with high taxes. And even if the top rate is cut to 35%, clients can still benefit from reducing their overall tax bill.

    Join Clark Wagner, CIO and Portfolio Manager, in understanding what’s going on in the municipal bond market and why the tax advantages they offer remain valuable, particularly for high-net-worth clients.

    During the webcast, Mr. Wagner, will discuss:

    • Macroeconomic issues and its effects on tax-exempt municipal bonds
    • The state of the municipal bond market
    • How the Tax Exempt Income Fund may benefit portfolios in the current environment
  • Journal Entry: Curing Common SAP Financial Pains with Excel
    Journal Entry: Curing Common SAP Financial Pains with Excel Melissa Neil - SAP Product Manager, Simon Parkes - SAP Solution Consultant Recorded: May 24 2017 59 mins
    Are you or your finance users struggling with time constraints in entering manual FI/CO type entries into SAP? Are you limited by your current financial custom uploading tool? Don’t worry, there is a cure.

    Entering financial or journal entries into SAP efficiently is essential to managing all aspects of your business, yet manually keying all those entries (one line at a time) into inflexible SAP T-code entry screens can be time consuming and painful. The IT Department can build your staff a home-grown custom loader for loading journal entry information into SAP; however, these batch loaders tend to be limited and inflexible, don’t handle errors well, and require ongoing IT support and maintenance. It is merely a band aid to a larger issue.

    GLSU is an Excel add-in for uploading financial data into SAP. It streamlines financial data entry and reporting without the dependency on IT making it the ultimate cure. Additional GLSU features include:
    1. Park and Post all from Excel
    2. Sophisticated error handling and business logic
    3. Excel templates created and modified in seconds with no programming or scripting.

    Attend this webinar to learn:
    • What current SAP financial uploading tools are often used today
    • The limitations for SAP users in their current FI/CO entry process
    • How GLSU, a financial spreadsheet uploader for SAP, can help reduce the manual waste and increase efficiency.
  • Protect your Portfolio Against Volatility
    Protect your Portfolio Against Volatility Wiley D. Angell, Chief Investment Officer of the Fiduciary Asset Management Company Division (FAMCO) of Ziegler Capital Recorded: May 17 2017 37 mins
    Market volatility is inevitable. Over the long-term however, you can help weather market swings by investing in funds that may help provide a measure of certainty in an uncertain world.

    Join, Wiley D. Angell, Senior Portfolio Manager, to discuss an opportunity to reduce volatility while providing more stable returns over time with the First Investors Covered Call Strategy Fund.

    During the webcast, Mr. Angell, will discuss:
    •The new post-election market paradigm
    •Why active management matters in a Covered Call Strategy
    •How a Covered Call Strategy may benefit portfolios against the new paradigm


    Presenter: Wiley D. Angell

    As Chief Investment Officer of the Fiduciary Asset Management Company Division (FAMCO) of Ziegler Capital Management, LLC, Mr. Wiley D. Angell is responsible for the management of the FAMCO Group and directs the Group’s macroeconomic research. Mr. Angell served as Chief Executive Officer of FAMCO, prior to the group joining Ziegler Capital Management in 2015. As one of the founding principals of FAMCO, he has managed portfolios and served FAMCO’s clients since the firm’s inception in 1994. He has managed institutional portfolios for over 30 years, specializing in equity, covered call, fixed income and liability-driven investing.
  • SDG Webinar Series: ZERO HUNGER
    SDG Webinar Series: ZERO HUNGER Responsible-Investor.com Recorded: May 17 2017 61 mins
    Responsible Investor presents a series of four webinars focused on the SDGs (Sustainable development Goals).

    This fourth webinar in the series will focus on how to invest in food security, nutrition and sustainable agriculture..

    The SDGs - officially know as "Transforming our world: the 2030 Agenda for Sustainable Development" – are 17 aspirational Global Goals.

    They have generated unprecedented interest from investors, companies and policy-makers and could be a pivotal moment for responsible investment.

    Responsible Investor is proud to present a series of webinars dedicated to the SDGs that will drill down into some of the key issues and highlight the main points.

    The SDGs could be a game-changer for responsible investment.

    SDG Webinar Series:

    APR 19 - SDG Webinar Series: OVERVIEW
    MAY 03 - SDG Webinar Series: SUSTAINABLE CITIES & COMMUNITIES
    MAY 10 - SDG Webinar Series: GENDER EQUALITY
    MAY 17 - SDG Webinar Series: ZERO HUNGER
  • Subscription Best Practices: Measuring and Reporting Financial Performance
    Subscription Best Practices: Measuring and Reporting Financial Performance Andrew Chapello Sr. Product Manager, Recurly & Jess Bozzo Content Manager, Argyle Executive Forum Aug 24 2017 3:00 pm UTC 60 mins
    Finance teams deliver more than monthly financial reports. As a subscription business scales, finance professionals are often challenged by the complexities of recurring revenue and billing.

    To succeed, finance leaders need a clear understanding of subscription revenue and the levers it impacts. Join us as we share best practices for accurately measuring and reporting financial performance in subscription commerce.

    In this webinar, you’ll learn:

    • Subscription KPIs every finance professional should know to ensure the health of their business

    • Efficient practices for building financial projections and planning for growth

    • Keys to recognizing recurring revenue for a faster and more efficient month-end close

    • Why flexible integrations—think NetSuite, Quickbooks, Xero and Salesforce—speed financial reporting and informed business decisions

    • How automated subscription billing streamlines operations and recovers revenue to improve the bottom line.
  • The 40 Best Excel Shortcuts of All Time
    The 40 Best Excel Shortcuts of All Time Bill Jelen, Mr Excel; Nick Gerber, Excel4apps Aug 31 2017 11:00 am UTC 60 mins
    Would you like to learn the best Excel shortcuts of all time? Then, join Mr Excel as he takes you through his top 40 Excel shortcuts you can’t live without!

    Knowing Excel shortcuts can not only save you time, but it will increase your efficiency at work, making you look like a pro! In this webinar, Bill Jelen will take you through his all time favourite shortcuts. After the webinar, receive a handy one-page summary that you can keep by your desk to remind you of all the tips and tricks that you could be using.

    What you’ll learn:
    •Navigate quickly in Excel, both within a worksheet and to other worksheets
    •Format cells in Excel
    •Select large data sets in Excel
    •Enter formulas quickly
    •Create perfect charts in 1 keystroke
    •Plus 35 more shortcuts!

    Attend this webinar if you are a Finance or Accounting professional and/or interested in improving your Microsoft Excel skills to the next level.
  • A global ‘stock-take’ on where we’re at regarding environmental reporting
    A global ‘stock-take’ on where we’re at regarding environmental reporting Responsible Investor & ISS Ethix Sep 6 2017 1:00 pm UTC 60 mins
    A global ‘stock-take’ on where we’re at regarding environmental reporting

    Post the TCFD report and evolving country and EU regulatory moves: what are investors actually expected to do now on assessing and communicating climate risk exposure?
    _______

    • A changing world of compliance
    The world of climate reporting is moving fast and investors need to understand what their responsibilities are in multiple jurisdictions and how climate data can best serve them.

    • Hard vs soft law
    Countries including France, Sweden, Japan, Switzerland and the US state of California have introduced a variety of hard and soft laws. TCFD is voluntary and the EU’s plans look likely to be so also: what’s an investor supposed to do?

    • How to?
    Investors need guidance and takeaways for action.

    • Trump v the States?
    What does the evolution mean for US investors in the light of the US government’s withdrawal from Paris and California and other states’ counter moves?

    • What’s expected versus what’s possible?
    Investor leadership in times of compliance requirements.
    _______

    Speakers:
    Robin Edme, Senior Policy Officer Green and Sustainable Finance, European Commission
    Dr. Maximilian Horster, Managing Director, ISS Ethix Climate Change Solutions
    Christina Oliverona, Sustainability Analyst, AP2

    Moderator:
    Hugh Wheelan, Managing Editor, Responsible Investor

    Presented by: Responsible Investor & ISS Ethix
  • Preeminent PE: The new Masters of the Tech Universe
    Preeminent PE: The new Masters of the Tech Universe Brenon Daly, Research Director, Financials, 451 Research Sep 7 2017 5:00 pm UTC 75 mins
    Forget Oracle, IBM or any of the other big-name, publicly traded acquirers that – until now --have always set the tone in the tech M&A market. If a tech deal printed in 2017, the buyer is more likely a private equity firm than any of the well-known serial acquirers on the US stock market. This is the first time in the history of the multibillion-dollar tech M&A market that financial acquirers have been busier than these strategic acquirers. To understand how the ever-growing influence of buyout shops is reshaping the tech industry, join 451 Research for an hour-long webinar on Thursday, Sept. 7 2017.
  • Cyber Resiliency: Reducing Your Risk By Increasing Your Resiliency
    Cyber Resiliency: Reducing Your Risk By Increasing Your Resiliency Stephen Head, Mike Gerdes, and Jeff Butler of Experis Finance Sep 12 2017 4:00 pm UTC 60 mins
    Managing operational resilience in today’s digital environment is extremely challenging, whether your organization is public, private or governmental. In response to the continued growth of cyber-attacks, many organizations have decided it’s time to focus more of their efforts on cyber resiliency. This approach to proactively dealing with the potential outcome of cyber-attacks increases the organization’s awareness of the potential impacts and costs, and enables them to take actions that reduce the overall risk to the organization, minimize the impact of cyber-attacks, and more predictably ensure the continuity of essential services.

    This webinar will provide a high-level overview of cyber resiliency and explore the following aspects of cyber resiliency:

    • Where cyber resiliency differs from traditional business continuity management
    • How to determine your organization's need for cyber resiliency
    • Practical ways to assess your current and future organizational exposure
    • Who should be involved in cyber resiliency
    • What are some practice steps to begin implementing a cyber resiliency program

    Whether or not you have embraced a formal cyber resiliency program, this session will provide some practical advice on what cyber resiliency is, how to incorporate it in your organization’s overall business continuity management efforts, and what cyber resiliency can mean to improving your organization’s ability to withstand a cyber attack.

    Presented by:
    Stephen Head, CPA, CISSP, CISM, CBCP
    Sr. Manager - Risk Advisory Services
    Experis Finance

    Mike Gerdes
    Director, Information Security Center of Expertise
    Experis US, Inc.

    Jeff Butler
    Director, Risk Advisory Services
    Experis Finance
  • How to Simplify Your SAP Project Reporting… (and Your Life Too!)
    How to Simplify Your SAP Project Reporting… (and Your Life Too!) Nick Gerber - Client Development Manager, Simon Parks - SAP Solution Consultant Sep 14 2017 11:00 am UTC 60 mins
    How easy is to keep track of multiple Enterprise Projects within your business? Do you find it easy to get the information you need out of SAP? Or do you frequently rely on data downloads and reformatting to make sense of the data, leading potential to errors and out-of-date reports?

    Join us next week for a webinar on how you can easily simplify your SAP Project Reporting with Real-Time Reporting in Excel.

    What you’ll learn:
    •Use your favourite tool, Excel, for reporting on Enterprise Projects
    •Achieve 1 single version of the truth in Excel
    •Easily build Excel templates that refresh with real-time data at the click of a button
    •Easily build and refresh project dashboards and summary reports
    •Eliminate the risk to the business – e.g. spreadsheet errors and version control issue
    •Personalise report templates to accommodate different stakeholder needs
    •Report on transactional data, master data, and more in Excel
    •Ability to drill down on transactional data, giving you true insights into the figures.

    Excel4apps uses the SAP authorisation user-ids and profiles, it’s deployed quickly and with little training needed. It allows businesses to easily keep their finger on the pulse of multiple projects by providing real-time data to all stakeholders when and how they need it.

    Attend this webinar if you are a financial analyst or a project manager looking to simplify your project reporting…and your life too!
  • IR Magazine Webinar - Leverage AI technology to perform competitive analysis
    IR Magazine Webinar - Leverage AI technology to perform competitive analysis IR Magazine and Alphasense Sep 20 2017 3:00 pm UTC 60 mins
    Wednesday, September 20, 2017
    8.00 am PST / 11.00 am EST / 4.00 pm BST / 5.00 pm CET
    Duration: 30 minutes

    As an IR professional, you spend your day preparing for investor calls, monitoring company mentions and responding to questions. If you’re not yet running competitive intelligence as part of your IR practice, you are likely missing valuable information on your industry that can greatly affect your company’s success.

    In order to effectively manage these responsibilities and provide necessary information to the C-suite, IROs need to be the equivalent of a superhero.

    Join us for a webinar to get key tips on how to easily stay on top of your competitive landscape and leverage innovative search technology to:

    •Prepare for conference call questions
    •Know what your peers are saying about you
    •Conduct peer and industry analysis
    •Research markets, products and competition

    In just 30 minutes, you’ll learn how to use technology to instantly find valuable insights and reduce your research and preparation time by hours – even days – so you can focus on showcasing the value your IR program adds to your organization.

    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.
  • Win and Wow Customers – 6 Best Practices for Onboarding in Banking and Insurance
    Win and Wow Customers – 6 Best Practices for Onboarding in Banking and Insurance Sheryl Kingstone-451 Research, Jim Marous-Financial Brand, and Sarah Johnson-Kofax Sep 21 2017 6:00 pm UTC 60 mins
    Banks, credit unions and insurance companies may have differing business models, but they all have a common goal: better conversion and retention rates.

    Fortunately, better customer onboarding usually translates to better conversion and retention. For this reason, organizations continue to invest in digital technologies to streamline operations and eliminate time-consuming online interactions in areas such as new account opening, loan origination and policy applications.

    Those first information-intensive interactions, of course, are the most critical: you usually only get once chance to win a new customer’s business. But winning is only part of the equation. What if you could win—and wow—customers from those first moments and keep them engaged throughout the onboarding process?

    Mark your calendars for this upcoming webinar, where industry experts will share six best practices to help your organization win and wow customers:

    • Easy—Enable instant image and data capture via web and mobile technology
    • Accurate—Extract data from pictures of physical documents without error-prone manual entry
    • Automated—Invest in workflow tools to automate and track completion of process steps
    • Visible—Empower staff and customers with process transparency and timely communication
    • Consistent—Ensure data is complete and integrated across internal systems
    • Efficient—Meet expectations for speed, while effectively managing regulatory risks

    Speakers will include:
    •Sheryl Kingstone, Director, 451 Research
    •Sarah Johnson, Industry Solutions Architect, Kofax
    •Jim Marous, Owner and Publisher, Digital Banking Report

    Don’t miss out! Register now >>
  • Machine Learning, Design Thinking, & the Role-Based Expert Enhancement Platform
    Machine Learning, Design Thinking, & the Role-Based Expert Enhancement Platform Hyoun Park Sep 28 2017 5:00 pm UTC 30 mins
    Role-Based Expert Enhancement Platforms (REEPs) are the future of embedded Artificial Intelligence.

    Amalgam Insights believes that the key to success for artificial intelligence is embedded AI aligned to role-specific and industry-specific challenges. The goal is to provide focused outputs that enhance the best judgment of subject matter experts. This leads to a core mission of Amalgam Insights: improving the consumption of enterprise technology.

    Based on interviews with dozens of enterprise application platform users, application vendors, and machine learning providers, Amalgam Insights described how lessons from embedded BI and application analytics can be used to create the next-generation of embedded AI and embedded machine learning applications.