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Financial Planning and Analysis

  • Year End Tax Update: What You Need to Know to Prepare for 2017 Year End Tax Update: What You Need to Know to Prepare for 2017 Experis Finance Tax Directors: Myron Vansickel, Raj Basi, and Saleem Siddiqi Recorded: Dec 7 2016 58 mins
    Year-end tax activities can be overwhelming and put extra stress on you and your tax team. Corporations are often challenged to clarify what their priorities need to be when planning for year-end tax activities. As 2016 comes to a close, there are a number of important items that should be taken into consideration as part of your planning efforts. This 60-minute webinar will update participants on the latest federal, state and international tax developments.

    By attending this session, participants will:

    -International Tax - Learn about international tax updates including BEPS and, in particular, the impact of Country by Country reporting on compliance and reporting obligations as well as Global Indirect Tax (VAT/GST) updates
    -Federal Tax - Understand the latest developments and changes in federal tax including section 179 and bonus depreciation, deductions which were made permanent or extended via tax extenders bill, and other major developments for business entities
    -State and Local Tax - Be aware of critical state income, sales and use tax legislative modifications and case that may impact your business
  • How to Solve Multi-Touch Marketing Attribution in Salesforce How to Solve Multi-Touch Marketing Attribution in Salesforce Grant Grigorian, CEO at Path to Scale & David Pitta, CMO at BrightTALK Recorded: Dec 7 2016 48 mins
    Every performance marketing professional is struggling to find a reliable campaign attribution strategy. As marketing leaders prepare budgets and forecasts for the new year, many live in agony to accurately measure their multi-touch demand waterfall. These leaders know a full-funnel strategy is required but have limited insight into the lead-to-customer path. Join us for this presentation to learn:

    - How the attribution journey has changed over time and what the future holds
    - Where the marketing stack has failed to deliver ROI metrics
    - What you can do (immediately) to fix attribution in your organization
  • Building Dashboards that Deliver: 4 Ways to Simplify the Reporting Process Building Dashboards that Deliver: 4 Ways to Simplify the Reporting Process Loren Den Herder, Director of Business Application Development at Moss Adams LLP and Laura Guntren, Partner at Sand Hill UX Recorded: Dec 7 2016 64 mins
    Data has been described as the oil of the 21st century and it is now essential to use data to inform your business decisions. However most modern businesses are data rich, but time poor and don't have time to analyze all of the data that comes through their system, which can severely limit their decision-making ability and can lead to bad choices down the line!

    So join Loren Den Herder, Director of Business Application Development at Moss Adams and Laura Gunten, Partner at San Hill UX as they discuss 4 ways to improve your dashboards to simplify and improve the reporting process:
    - Keeping KPIs Key
    - Visualization & Narrative
    - Delivering in Real-Time
    - Agility, Forecasting and staying ahead of your data
  • IR Magazine Webinar – Drilling down: Using market intel to navigate earnings IR Magazine Webinar – Drilling down: Using market intel to navigate earnings IR Magazine and Q4 Recorded: Dec 1 2016 50 mins
    Thursday, December 1, 2016
    8.00 am PST / 11.00 am EST / 4.00 pm GMT / 5.00 pm CET
    Duration: 30 minutes

    What market intelligence is available to help you navigate key IR activities? Insight into trading can be crucial to avoid blind spots in your IR program and stay ahead of today’s complex markets. In this webinar, we investigate the role stock surveillance can play in areas such as earnings, periods of volatility, short-selling, targeting, international outreach, and more. Join IR Magazine, Q4 and LinkedIn as we drill down into the different uses for market intelligence.

    Join this webinar to:
    • Hear how market intel can support different areas of IR activity
    • Find how to use trading analysis to position your message for earnings
    • Get a clearer picture of volatility and short-selling
    • Discover the link between surveillance and targeting

    Speakers include:
    Matt Danziger, director of investor education, LinkedIn
    Adam Frederick, senior vice president of intelligence, Q4
    Laurie Havelock, journalist and podcaster, 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.
  • IR Magazine Webinar - Corporate sustainability & the IRO IR Magazine Webinar - Corporate sustainability & the IRO IR Magazine and Bloomberg Recorded: Nov 22 2016 43 mins
    Recent growth in ESG indices across regions and strategies illustrates that global investors are exploring ways to integrate ESG factors into their investments – aiming to generate not only positive returns but also positive impact.

    Furthermore, investors representing trillions of dollars around the world are asking the SEC to approach corporate reporting on ESG issues as it would any other financial disclosure issue. Investors are also beginning to recognize that companies with strong ESG performance constitute sustainable long-term investments.

    Join a group of experts for a webinar on best practice sustainability communications, which will cover areas including:

    - Communicating long-term stability – how to take the focus away from short-term fluctuations
    - Integrating ESG into established IR programs and coping with the surge in investor interest
    - Telling your ESG story – building your knowledge base and responding efficiently to questions
    - Applying standard IR disciplines such as investor analysis, targeting and communications to sustainability and corporate governance issues
    - Focusing on key issues that are material to the business and have the potential to affect long-term value creation

    Speakers include:

    - Gregory Elders, senior Bloomberg Intelligence ESG analyst, Bloomberg
    - Tim Human, editor, IR Magazine
    - Manjit Jus, head of sustainability application & operations, RobecoSAM

    Tuesday, November 22, 2016
    8.00 am PST / 11.00 am EST / 4.00 pm GMT / 5.00 pm CET
    Duration: 30 minutes
  • Higher Education Industry Spotlight: Tactical to Strategic Finance Higher Education Industry Spotlight: Tactical to Strategic Finance Elizabeth Dionne, Director of Finance at College of the Holy Cross, John McGrath, Budgeting Manager at Babson College Recorded: Nov 17 2016 64 mins
    Higher Education Industry Spotlight: Join this panel discussion with Elizabeth Dionne, Director of Finance at College of the Holy Cross, and John McGrath, Budgeting Manager at Babson College, as they discuss how finance can help better address emerging challenges for educational institutions.
  • Bond-like equities, be careful what you wish for! Bond-like equities, be careful what you wish for! Jacob Mitchell Recorded: Nov 16 2016 34 mins
    During this 20 minute webinar, Jacob Mitchell, Chief Investment Officer at Antipodes Partners, will discuss key interest rate sensitive exposures in the Antipodes portfolios.

    Discussion points:
    - Global valuation dispersion – Look beyond the headlines!
    - When the only real yield stocks left are banks, what do you do?
    o Buy strong incumbent banks holding sound collateral, e.g. ING Groep and KB Financial
    o Short expensive yield, e.g. infrastructure imitators and other “junk bond” beneficiaries
  • Why retiree portfolios (may) need to work harder in 2017 Why retiree portfolios (may) need to work harder in 2017 Don Hamson Recorded: Nov 15 2016 25 mins
    During this 20 minute webinar, Dr. Don Hamson (Plato MD) will discuss:
    •What does the new assets test mean for a retirement income?
    •What are some investment strategies that can assist retirees / SMSF's in achieving higher income and total return?
    •What is the sustainability of bank dividends?
  • Put an End to Inefficient Budget Planning Put an End to Inefficient Budget Planning George Coughlin, Vice President at Adaptive Insights Recorded: Nov 3 2016 56 mins
    When planning a budget, reliability is key. It is what you will rely on for the next year and a reference point for everything that you want to do. Yet 3/4 of companies say that their budget becomes obsolete during or after planning, leading to massive confusion, downtime and the need to go back and re-plan. But don't worry, efficient planning can be achieved!

    Join George Coughlin as he looks at the reasons behind inefficient planning, from lack of data integrity to lack of visibility and suggests ways in which you can make sure your budget is efficient, balanced and there to stay!
  • IR Magazine Webinar ‒ Using intelligence to drive decision-making IR Magazine Webinar ‒ Using intelligence to drive decision-making IR Magazine and Nasdaq Recorded: Nov 3 2016 46 mins
    Understanding the make-up of your shareholder base is growing increasingly complex thanks to market fragmentation, globalization of share registers and the spread of algorithmic trading. Meanwhile, the demands on IR professionals are as urgent as ever: to monitor risks, uncover opportunities and effectively leverage that most precious commodity – IR's own time and that of their executives with current and potential investors.

    Join IR Magazine and Nasdaq Corporate Solutions as we dig into innovative approaches to navigate today’s ownership landscape and learn how to use ownership data to support and drive all areas of IR activity.

    In this webinar, you will hear about:

    - How to make sense of today’s complex buy-side landscape
    - Using surveillance as a starting point to guide your IR program
    - The potential of big data to identify new targeting opportunities
    - Proactively identifying activist investors with speed and accuracy

    Speakers include:

    - Brad Allen, freelance business writer and journalist, IR Magazine
    - James Tickner, senior director, corporate solutions product development, Nasdaq
    - Charles Triano, senior vice president, investor relations, Pfizer

    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.

    Thursday, November 3, 2016
    8.00 am PST / 11.00 am EST / 3.00 pm GMT / 4.00 pm CET
    Duration: 30 minutes
  • The Goldilocks Budget: Best practices for developing your “just right” budget The Goldilocks Budget: Best practices for developing your “just right” budget Jeff Epstein, Operating Partner, Bessemer Venture Partners Recorded: Oct 25 2016 33 mins
    Getting to a budget that is “just right” for the needs of your organization can prove a painstaking and daunting task. Yet by following a proven approach developed by Jeff Epstein and Byron Deeter of Bessemer Venture Partners, you can establish a transformative budgeting practice that enhances communication and collaboration, better informs planning, and can even help drive growth.

    In this Webinar, you will learn how to:

    Motivate your teams to perform and achieve at their highest levels.
    Invest resources in the highest priority projects.
    Protect the company if things go wrong or unforeseen challenges arise.
  • Australian equities - Spring is here – is there a change in the air? Australian equities - Spring is here – is there a change in the air? Damien Keune and Gus Roberts Recorded: Oct 13 2016 30 mins
    During our short webinar, Solaris' Damien Keune (Head of Dealing) and Gus Roberts (Dealer) will discuss Australian equities - is there a change in the air?

    Specifically discussing:

    - Reporting season set the scene for...
    - Valuation steps up as a consideration
    - What companies to avoid?
    - Making money in 2017, where to invest?

    The webinar will be followed by a live Q&A session.
  • The Relevance of Business Continuity Management The Relevance of Business Continuity Management Jeffrey Butler, Risk Advisory Services for Experis Finance Recorded: Oct 13 2016 60 mins
    Why is Business Continuity Management (BCM) relevant to your organization? BCM is most relevant to organizations seeking to mitigate exposure to emerging global risk and trends. Learn the "value added" role of Internal Audit.

    After attending this webinar, you will be able to:
    •Understand the importance of Business Continuity Management to your organization
    •Discover the emerging global risks and trends that could impact the viability of your organization
    •Learn the "value added" role of Internal Audit as it relates to Business Continuity Management
  • IR Magazine Webinar ‒ Is stock surveillance worth it? IR Magazine Webinar ‒ Is stock surveillance worth it? IR Magazine, Wix and Q4 Recorded: Oct 11 2016 51 mins
    Let’s get to the bottom of it…Is stock surveillance worth it?

    With markets growing in complexity, stock surveillance providers claim to help IROs even the playing field, giving them timely intelligence on buying and selling, market sentiment and potential dangers like activist activity in their stock. But not all IR professionals are convinced by the value of surveillance services. Some view it as an expensive and unnecessary safety blanket that provides analysts’ best guesses but little in the way of factual information. Join IR Magazine, Wix.com and Q4 on this webinar where will we dive in and battle it out.

    Join this webinar to hear:

    - The arguments for and against the use of stock surveillance services
    - The benefits and limits of stock surveillance in supporting IR activities
    - Examples of how companies are using stock surveillance today

    Speakers include:

    - Adam Frederick, senior vice president of intelligence, Q4
    - Laurie Havelock, journalist and podcaster, IR Magazine
    - Joe Pollaro, general manager, US and head of investor relations, Wix.com

    Short, sharp and packed with expert insight, this webinar will get you up to speed on these critical issues in just 30 minutes.

    Tuesday, October 11, 2016
    8.00 am PST / 11.00 am EST / 4.00 pm BST / 5.00 pm CET
    Duration: 30 minutes
  • Adaptive Suite Overview Adaptive Suite Overview Adaptive Insights Recorded: Oct 10 2016 3 mins
    The Adaptive Suite is cloud-based corporate performance management software (also known as enterprise performance management or EPM software) that delivers incredibly intuitive budgeting, planning, forecasting, reporting, and dashboards. Designed for business users and accessible from anywhere, our CPM software solution helps you visualize performance, plan effectively, and monitor results.
  • Aussie retirement investing – companies that are (still) delivering income Aussie retirement investing – companies that are (still) delivering income Dr. Don Hamson Recorded: Oct 5 2016 35 mins
    During this 20 minute webinar, Dr. Don Hamson will discuss:

    •Reporting season
    •Are bank yields sustainable?
    •Aussie companies to deliver income over the next 6 months
    •Buy-backs
  • IR Magazine Webinar‒Proactive IR: How to save time and add value to your C-suite IR Magazine Webinar‒Proactive IR: How to save time and add value to your C-suite IR Magazine, AlphaSense, Sharon Merrill Recorded: Sep 29 2016 46 mins
    Upwards of 70 percent of an IRO’s day is spent putting out fires – leaving limited time to address the strategic elements of your IR program. Effectively balancing your time so that you can stay on top of C-suite requests, company and peer analysis and industry trends, is an increasingly difficult challenge. Join IR Magazine and AlphaSense to hear strategies that can help reduce your research and preparation time, allowing you to focus on adding value to your company.

    In this webinar, we will discuss how innovative search technology can help:

    - Anticipate and prepare for conference call questions
    - Discover what your peers are saying about you
    - Conduct peer and industry analysis
    - Research markets, products and competition
    - Easily answer C-suite queries

    Speakers include:

    - John Blaine, vice president of corporate and quantitative services, AlphaSense
    - James Hillier, vice president, investor relations, Demandware, a Salesforce company
    - Maureen T. Wolff, president and partner, Sharon Merrill
    - Laurie Havelock, journalist and podcaster, 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.
  • Can FinTech and AI solve the ESG data puzzle? Can FinTech and AI solve the ESG data puzzle? Responsible Investor & Thomson Reuters Recorded: Sep 28 2016 59 mins
    Can FinTech and AI solve the ESG data puzzle?
    What’s the best route to reduce costs, increase flows and further improve the quality of ESG data from corporate reporter to end-user?

    The 2016 Carrots & Sticks report identifies almost 400 sustainability regulations, guidelines, codes-of-conduct, frameworks and other reporting instruments across 64 countries. How accurate is this data? How are corporations coping with the pressure and cost of reporting? How can asset managers make sense of what it means? And will data vendors turn to AI to collect and deliver this googolesque volume of data?

    During this 60-minute webinar we will discuss:
    • Global trends in sustainability reporting and regulations: What have been the major trends in the last decade and how harmonized have they been? How can auditors help in the quest for more accurate ESG data?
    • How are corporations coping with the growing pressure from regulators to disclose more ESG data? What tools do they use? What can be done to reduce the costs, improve the quality? Can entry be made more accessible for SMEs?
    • As asset owners place more demands on asset managers to integrate ESG in their investment process, how are custodians meeting this challenge and what are the key pressure points?
    • ESG research and data vendors are under increasing pressure to provide more coverage and higher quality ESG data and ratings to investors. This creates cost and logistical challenges in an industry where most of this work is still carried out by specialized analysts. Is AI the answer?

    Speakers:
    - Cornis T. van der Lugt, Centre for Corporate Governance, Stellenbosch University Business School, South Africa
    - Hendrik Bartel, TruValue Labs Inc.
    - Trevor Allen, BNP Paribas Securities Services
    - André Chanavat, Senior Product Manager, Thomson Reuters
    Moderated by: Daniel Brooksbank, Responsible Investor
  • IR Magazine Webinar ‒ Know Your Investor Better: An ETF Primer for IROs IR Magazine Webinar ‒ Know Your Investor Better: An ETF Primer for IROs IR Magazine, Bloomberg Recorded: Sep 13 2016 41 mins
    Tuesday, September 13, 2016
    8.00 am PST / 11.00 am EST / 4.00 pm BST / 5.00 pm CET
    Duration: 30 minutes

    Exchange-traded funds represent the future of asset management, thanks to their ability to provide investors safe and liquid exposure to multiple asset classes. Some experts believe that total ETF assets under management may increase to as much as $10 trillion over the next five to eight years, up from a bit more than $3 trillion currently. Despite their furious growth, ETFs remain a mystery to most IROs.

    In this webinar we will discuss:

    - Understanding the impact that different types of ETFs may have when they appear in your shareholder register;
    - How ETFs may affect short-term volatility in your stock price and the composition of your shareholder base in the long term
    - How ETF flows are a key market signal and how, as an IRO, you can leverage them

    Speakers include:

    - Eric Balchunas, senior ETF analyst, Bloomberg
    - Irene Bauer, chief investment officer and founding partner, Twenty20 Investments
    - Laurie Havelock, business writer and journalist, 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.
  • What's next for pan-European commercial property? What's next for pan-European commercial property? Marcus Phayre-Mudge, Fund Manager Recorded: Sep 1 2016 33 mins
    Marcus analyses the current state of the pan-European commercial property market – both equities and bricks and mortar. He will also give his views on the recent issues surrounding liquidity on a number of open-ended property funds.
  • Emerging Issues and Trends in FCPA and Global Anti-Corruption Programs Emerging Issues and Trends in FCPA and Global Anti-Corruption Programs Steven Parker, Managing Director-Experis Hong Kong/AsiaPac; Ed Williams, Sr. Manager-Experis Finance Risk Advisory Services Recorded: Aug 31 2016 61 mins
    The Foreign Corrupt Practice Act (FCPA) is here to stay. So, too, is the expanding landscape of anti-corruption regulations, enforcement and media scrutiny around the world. Today, more than ever, companies operating domestically and internationally should understand their corruption risks and have effective programs in place to mitigate those risks. This webinar goes beyond an overview of the FCPA to a practice discussion of what your organization can do to help provide senior leadership, the Board, investors, customers and other stakeholders assurance your company is operating ethically and corruption-free across the globe.

    After attending this webinar, you will be able to:
    •Describe the ever changing landscape of anti-corruption legislation and enforcement around the globe
    •Help your organization assess the design and effectiveness of your existing FCPA and global anti-corruption programs against regulatory requirements and leading compliance practices
    •Develop a comprehensive global anti-corruption risk assessment model tailored and scaled to fit your organization
    •Learn of various tools and resources available to assist in your global anti-corruption compliance efforts
    •Understand the specific and unique risk landscape of doing business in China
  • A deeper dive into Antipodes Partners' technology exposures A deeper dive into Antipodes Partners' technology exposures Graham Hay, Deputy Portfolio Manager, Antipodes Partners Recorded: Aug 29 2016 32 mins
    During this short webinar Graham Hay, Deputy Portfolio Manager at Antipodes Partners, will discuss:
    - Enterprise – The Empire Strikes Back
    - Internet – Runways for growth
    - Consumer – Roads less travelled
  • Virtual meetings: How to plan your digital corporate access strategy for 2017 Virtual meetings: How to plan your digital corporate access strategy for 2017 IR Magazine, Norges, ELITE Connect and OpenExchange Recorded: Aug 25 2016 42 mins
    Thursday, August 25, 2016
    7.00 am PST / 10.00 am EST / 3.00 pm BST / 4.00 pm CET
    Duration: 30 minutes

    All you need to know from the CEOs of two leading virtual meeting service providers who have identified major changes in approach to investor relations and corporate access. Using advanced technology solutions, virtual meetings are now serving as a valuable tool for investor relations officers to maximize their investor marketing outreach. Joining the panel will be the head of corporate access from one of the world’s largest asset managers with almost 9,000 companies in its global portfolio, who will participate in the discussions on how virtual meetings have been an important factor in his firm’s interaction with its portfolio holdings.

    Results from a recent survey of public companies show strong support and further demand for virtual meetings as we approach 2017. Ipreo’s corporate access survey found that 94 percent of respondents who used virtual meetings in 2016 plan to increase or maintain their level of activity going forward.

    In this webinar we will discuss:

    - Being more efficient with senior management time
    - How to incorporate virtual meetings into your IR program
    - Using digital services to improve efficiency and reach new audiences
    - The potential impact of Mifid II on meeting practices
    - Virtual meetings as a cost-effective solution for evolving IR activity in the context of budgeting for 2017

    Speakers include:

    - Mark Loehr, CEO, OpenExchange
    - Luca Peyrano, CEO of ELITE, London Stock Exchange
    - Hugo Sanders, head of corporate access, Norges Bank Investment Management

    ELITE Connect and OpenExchange have recently partnered to boost video conferencing across Europe and US. Short, sharp and packed with expert insight, this webinar will get you up to speed on these critical issues in just 30 minutes.
  • Efficiency & Scale in Middle Office Financial Services Efficiency & Scale in Middle Office Financial Services William Fearnley, IDC Financial Insights & Scott Jeschonek, Avere Systems Recorded: Aug 24 2016 59 mins
    Within the financial services industry, middle office analytics and simulations continue to grow in volume and complexity. Massive compute and storage demands cause strain on IT resources. While new technologies promise speed and scalability, evaluating this unique middle office environment requires a look at compliance, risk, and pricing analytics to determine potential gains and losses. In this webinar, IDC – Financial Insights Research Director, Bill Fearnley, looks at current middle office IT workflows supporting analytics, backtesting and financial modeling and evaluates a hybrid cloud infrastructure to support growing demands.

    In this webinar, you’ll:

    · Hear an IDC Analyst’s view on the current financial services IT environment
    · Learn of common challenges and approaches to combat growing strain on compute and storage infrastructure
    · Join in a discussion about the viability of enabling cloud services to expand compute and storage capacity
    · Gain guidance on how large hedge funds and investment banks are overcoming inherent cloud challenges like latency, data accessibility, and cost management
  • Can global equities solve a retirees need for income? Can global equities solve a retirees need for income? Dr Don Hamson, Managing Director, Plato Investment Management Recorded: Aug 17 2016 23 mins
    During this 20 minute webinar, Dr. Don Hamson will discuss:
    - Why dividend run-up is stronger in some countries and less in others?
    - Understanding why under-allocating to global shares leads to a sub optimal asset allocation?
    - What are the benefits of global income diversification from a stock and sector perspective?
    - Can you generate 6% income p.a. from global shares?