Get powerful financial planning and analytics insights for your business. Connect with experts and colleagues to get the most up-to-date knowledge and drive optimal financial performance for your company.
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
As enterprises evolve their digital infrastructure, service providers need to piece together offerings that will differentiate themselves without breaking the bank. In this panel we will discuss how M&A can provide some missing pieces and what those pieces may be. Join our distinguished panel of finance experts as we discuss key questions such as: Who is likely to go shopping? What firms will be targets? Are networks and datacenters more or less sought after than services and software providers? How are assets being valued? What financing is available and on what terms? We will debate these and more as we explore trends impacting this dynamic sector.
Leadership Panel Session Featuring:
James Henry, Senior Managing Director, Bank Street
Andrew Bartrop, Global Investment Banking, Deutsche Bank Securities, Inc.
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
• Moderator: Laurie Havelock, editor-at-large, IR Magazine
• Zach Rohtberg, VP of investor relations services, AlphaSense
• Kate Walsh, VP investor relations and tax, Enlink Midstream
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.
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 potentially 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 instantly
•Easily build and refresh Project Dashboards and summary reports
•Eliminate Spreadsheet Risk such as spreadsheet errors and version control issues
•Personalise report templates to Accommodate Different Stakeholders
•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!
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.
During this 20 minute webinar, Dr. Don Hamson will discuss:
•Australian reporting season highlights including dividends
•Outlook for income post Telstra dividend cuts
•Banks - could they cut their dividends?
•Are resources the new high yielders or dividend traps?
•The dividend run-up effect in Australia
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.
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.
Robin Edme, Senior Policy Officer Green and Sustainable Finance, European Commission
Dr. Maximilian Horster, Managing Director, ISS Ethix Climate Change Solutions
Christina Olivecrona, Sustainability Analyst, AP2
Would you like to learn the best Excel shortcuts of all time? Then, join Mr Excel. He will take 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 - known as MrExcel - 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 great tips and tricks that you could be using.
What you’ll learn:
•Navigate quickly in Excel, both within and between 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 are interested in improving your Microsoft Excel skills to the next level.
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.
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.
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.
- 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
- Risks are building in global markets, but not without opportunity
- Using multiple levers, (longs, shorts and currency) to manage risk and drive returns
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.
- 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.
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
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.
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.
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.
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.
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
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
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.
Wednesday, September 27, 2017
8.00 am PST / 11.00 am EST / 4.00 pm BST / 5.00 pm CET
Duration: 30 minutes
The IR professional’s role has evolved into a significant function at large companies – especially those with an international shareholder base. From corporate sustainability and SEC disclosure effectiveness to revenue recognition and reputation management, today’s IR professionals are instrumental in value creation and are more vital to public companies than ever. With the end of each fiscal quarter comes preparation for the ubiquitous earnings announcement, where IROs must be fully versed on the issues of the day and how they impact shareholder value.
Given the vast spectrum of information they manage and the litany of regulatory and compliance standards they must consider on a day-to-day basis, IR professionals are fast-becoming a critical component of corporate management. Join us on September 27 at 11.00 am EST when we will share a number of key insights regarding the increasingly important role of IR professionals and discuss the most important issues facing public companies today.
- Moderator: Ben Ashwell, digital editor, IR Magazine
- Janet Craig, senior investor relations professional
- Jean Lépine, senior vice president of communications and public affairs, DHX Media
- Dennis Walsh, director of investor relations, Zillow Group
The dynamic nature of collection rules and regulations has many businesses and healthcare facilities unclear as to how far they can go in pursuit of delinquent accounts. This free, on-demand webcast will educate and engage viewers with insightful tips for effectively and safely refining their internal collections practices.
You’ll learn tips such as:
How to ensure accurate and effective credit reporting
Why recent changes in case law should have you rethinking your current processes
What Important information should be included in your consumer agreement
How you can work with your collection agency to maximize recoveries.
Michelle Kreidler Dove, Esq., General Counsel and Chief Compliance Officer at IC System leads this engaging presentation that will answer your most pressing collections-law related questions. You’ll benefit by taking cues and lessons learned from the experts at I.C. System, a family-owned, Seventy-nine year old collection agency.
Are you feeling robbed of valuable execution time at month end due to laborious, time-intensive processes and complex tools? Do you rely on Excel during this tedious and stressful time, but find it to be too manual and inefficient? If so, you’re not alone.
Join David Rincon, Oracle Solution Consultant at Excel4apps, for a guided tour into a typical period-end process with suggested ways to improve and streamline standard methods. Learn automation techniques and how you can leverage Excel-based tools to cut reporting time in half!
You’ll discover how you can accelerate your entire period-end close:
•Automate your sub-ledger close reporting and reconciliations in Excel
•Make adjusting and closing journal entries easier and less of a headache
•Upload and view journal attachments directly from Excel
•Efficiently report and analyse your GL balances and journals in real-time.
Attend this webinar if you are a Finance or Accounting Professional wanting to learn how to achieve a faster, smarter, easier period end process.
Join Simon Doherty, head of Quilter Cheviot’s Managed Portfolio Service (MPS), for an overview of the key drivers of performance in Q3 2017, the changes recently implemented to our strategies and an update on our current positioning and asset allocation. The webinar will be hosted by our Head of Business Development, Scott Stevens, and gives you an opportunity to ask any questions that you may have.
- Overview of the key drivers of strategy performance over the third quarter of 2017.
- Summary of the new fund ideas incorporated into the strategies over the course of Q3, and the tactical changes made to the portfolios’ asset allocations.
- An update on the strategies’ current positioning and Quilter Cheviot’s market outlook for the next quarter.