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Financial Planning and Analysis

  • PMI Annual Lecture 2017 - Baroness Susan Greenfield CBE
    PMI Annual Lecture 2017 - Baroness Susan Greenfield CBE Baroness Susan Greenfield CBE Recorded: Aug 13 2018 3 mins
    We are pleased to be holding our fourth Annual Lecture on 12 September 2018. This year's speaker is Tim Harford, a world-renowned behavioural economist, award-winning FT columnist and BBC broadcaster. Register to attend here https://pensions-pmi.co.uk/p/1TJ9-9AP/pmi-annual-lecture-2018

    View the highlights from our 2017 lecture with Baroness Susan Greenfield CBE here.
  • Sustainability Quarterly
    Sustainability Quarterly Jessica Ground, Global Head of Stewardship at Schroders, and team Recorded: Jul 25 2018 42 mins
    Please join Jessica Ground and the Sustainable Investment team as they dive into the ESG topics currently making waves.

    No one wants to vacation on a beach full of plastic. With more regions talking about banning some plastic items, what is the impact for the plastics supply chain, and end users. Meanwhile, as summer temperatures reach record highs, we will revisit our Schroders Climate Progress Dashboard a year on from launch and see how the thermostat is re-calibrating. Finally, as you pack up the car for your big summer trip, is there a residual risk that is not being captured within the auto loan industry, despite banks tighten up their consumer protection rules and processes?
  • Is the bubble in complacency still inflating?
    Is the bubble in complacency still inflating? Andrew Cooper, Business Development Manager and Andrew Merricks, Head of Investments at Skerritts Wealth Management Recorded: Jul 19 2018 14 mins
    We discuss the current US/China trade war situation, how this might play out if it escalates and how to prepare for this within investment portfolios.
  • Hot Topics for Internal Audit
    Hot Topics for Internal Audit Tim Lietz and Ed Williams of Experis Finance Recorded: Jul 18 2018 61 mins
    Experis Finance is pleased to announce the first of our Hot Topics Series for Chief Audit Executives and their teams. Our goal is to provide you with a series of webinars that provide practical insights on topics of interest to internal audit professionals. Our first session will cover Agility and preparing for Robotic Process Automation.

    The webinar will provide participants with the following learning objectives:

    •Define Agility in the context of Internal Audit
    •Share pragmatic insights in how to define and execute an Agile transformation
    •Discuss RPA and in practical terms as companies begin to assess, plan and implement
    •Highlight the role of audit in assessing the overall RPA plan
    •Link the opportunities of RPA to the concepts of Agile Auditing

    Presented by:
    Tim Lietz – CIA, CRMA, MBA
    Regional Director, Risk Advisory Services
    Experis Finance

    Ed Williams CIA, CRMA
    Sr. Manager, Risk Advisory Services
    Experis Finance
  • Quilter Cheviot MPS Q2 2018 review
    Quilter Cheviot MPS Q2 2018 review Scott Stevens Recorded: Jul 18 2018 47 mins
    Join Simon Doherty, head of Quilter Cheviot’s Managed Portfolio Service (MPS), for an overview of the key drivers of performance in Q2 2018, 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.

    Agenda:
    - Overview of the key drivers of strategy performance over the second quarter of 2018.
    - Summary of the new fund ideas incorporated into the strategies over the course of Q2, 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.
  • ESG data: availability, transparency, quality and investment applicability
    ESG data: availability, transparency, quality and investment applicability Responsible Investor and Thomson Reuters Recorded: Jul 12 2018 63 mins
    Thursday 12 July 10:00 EST / 15:00 BST / 16:00 CEST

    It’s time to recognize the ‘elephant in the room’: A corporate, a data provider, an asset owner and an investment manager talk ‘elephants’

    Corporate: How is the production of ESG data evolving at the corporate level: what’s required, what’s optional, what’s the quality like and how is it changing?

    Thomson Reuters: What data are clients seeking? How ESG data is filtered, aggregated and scored, and based on what standards and definitions. How can data gaps be overcome? Examples of current interesting investment-relevant data.

    Asset Owner and Asset Manager: How are portfolio managers translating ESG research data into investment decisions: what’s working and what needs improving?

    Speakers:

    Annie Bersagel, Senior Analyst – Responsible Investments, Folketrygdfondet (The Government Pension Fund Norway)

    Rakhi Kumar, Senior Managing Director and Head of ESG Investments and Asset Stewardship, State Street Global Advisors

    Elena Philipova, Global Head of ESG Proposition, Thomson Reuters

    Shivani Rajpal, Director – Services, Global Reporting Initiative (GRI)

    Moderator: Carlos Tornero, Senior Reporter, Responsible Investor
  • Ways to Accelerate Closing, Adjusting, Correcting & Recurring Journal Entries
    Ways to Accelerate Closing, Adjusting, Correcting & Recurring Journal Entries Erika Creary, Missy Ojigho Recorded: Jul 12 2018 46 mins
    Many of our Oracle customers have found that existing journal tools lack the ability to effectively validate financial data prior to uploading it into the General Ledger. There is also frustration at poor capability with multiple ledger journals, lack of automation and difficulty loading supporting documentation.

    This and other topics are discussed in our upcoming Webinar, Ways to Accelerate Closing, Adjusting, Correcting & Recurring Journal Entries.

    Join us Thursday 12th July at 13:00 GMT to explore:

    - Risk of Reporting Inaccurate Financial Statements
    - Inflexible or Inefficient Tools and Manual Processes
    - Journal Capture Deficiencies and Bottlenecks

    ...And learn how these problems can be solved.

    Part of the Bigger Picture

    This webinar is part of our Series: 5 Areas to Accelerate Period End Close. This series will cover one aspect of the Period End close each month, giving you valuable tips on making the process faster and easier. Watch our BrightTALK channel for upcoming webinars in this series.
  • Tech M&A Mid-Year Review – Big Spenders Return and IPOs Set Records
    Tech M&A Mid-Year Review – Big Spenders Return and IPOs Set Records Brenon Daly, Research Vice President, and Scott Denne, Senior Analyst Recorded: Jul 10 2018 61 mins
    In this webinar, hear about the current boom in Tech M&A spending and what it may mean for the rest of 2018. Spending on tech acquisitions in the first half of this year has surged -- 70% higher than the same period last year. Despite facing sharp competition from non-tech acquirers and private equity buyers, enterprise buyers are back in the game and on pace to do more tech deals this year than any year in history. On top of that, the other exit for startups is busy, too, with the pace of enterprise technology IPOs hitting a post-recession record.

    Join Brenon Daly, who leads 451 Research’s M&A practice, and Scott Denne, a senior M&A analyst, for an update on the first half of 2018 and what we expect to shape dealflow for the rest of the year. They’ll highlight trends in deal activity with insight from 451 Research analysts as well as 451 Research’s M&A KnowledgeBase, the industry’s only tech-focused M&A database, and:
    •Take a look at trends in both M&A activity and valuations.
    •Discuss implications for buyers, sellers and investors.
    •Dissect this year’s IPO boom and forecast which startups might be looking to join the parade of new offerings.
  • How avoiding carbon emissions can benefit investor portfolios
    How avoiding carbon emissions can benefit investor portfolios Pascal Dudle, CEFA, portfolio manager; Marco Lenfers, CFA, client portfolio manager Recorded: Jul 5 2018 16 mins
    As investors, millennials usually are “sustainials”. They keep an eye on the positive environmental impact of their portfolio holdings as well as on financial returns. But they need to separate the wheat from the chaff. For instance, what’s the correct way of measuring carbon emissions? Either you apply the backward-looking CO2 footprint method, or you look ahead, using the less-known concept of “avoided CO2-emissions” instead.

    Why we prefer the “avoided CO2 emissions” concept to the “carbon footprint” method

    In this webinar, Pascal Dudle and Marco Lenfers of the Sustainable & Thematic Boutique explain the difference between these two methods, using the lighting industry as an example. Their main points:

    -Clean-tech companies with the potential to avoid emissions help achieve the United Nations’ Sustainable Development Goals
    -They are likely to gain market share and face fewer regulatory issues than competitors
    -As a consequence, their shares should rise and benefit investor portfolios
  • Investment Week interview with David Moss
    Investment Week interview with David Moss David Moss, Co-Head of Global Equities Recorded: Jul 4 2018 4 mins
    David Moss talks on the theme of disruption at the Investment Week Conference 2018
  • Being bold with digital in FP&A: the view from GSK
    Being bold with digital in FP&A: the view from GSK Oleg Dubianskij, Head of Global FP&A, GSK Recorded: Jul 2 2018 3 mins
    GSK's head of Global FP&A Oleg Dubianskij talks about "digital's biggest opportunity," and how leadership must "be bold" in taking risks to capitalize on it. Among other topics, Oleg discusses how new highly advanced internal and external data mining techniques are having an impact on organizational insight as never before.
  • How is Danske Bank's digital strategy impacting its finance function?
    How is Danske Bank's digital strategy impacting its finance function? Morten Mosegaard Christensen, executive vice president, head of group finance, Danske Bank Recorded: Jul 2 2018 3 mins
    Digital can be transformative and drive heightened efficiencies for the finance function if leaders facilitate the process and allocate resources to it, Morten Mosegaard Christensen, executive vice president, head of group finance, Danske Bank told Genpact in a video interview.
  • Lease accounting compliance: How can Genpact and LeaseAccelerator help
    Lease accounting compliance: How can Genpact and LeaseAccelerator help Michael Keeler, CEO, LeaseAccelerator Recorded: Jul 2 2018 3 mins
    Very soon global companies will have to comply with the new lease accounting rules but they cannot do it on their own. Genpact and LeaseAccelerator jointly offer a unique and outcome-oriented solution that helps companies achieve compliance efficiently by the deadline.
  • Reporting & Transparency: The TCFD Knowledge Hub explained
    Reporting & Transparency: The TCFD Knowledge Hub explained Responsible Investor & Climate Disclosure Standards Board Recorded: Jun 28 2018 56 mins
    Reporting & Transparency: The TCFD Knowledge Hub explained
    An RI webinar in partnership with the Climate Disclosure Standards Board
    Thursday 28th June 1400 BST

    One year after the launch of the final report of the Task Force on Climate-related Financial Disclosures (TCFD), hundreds of organisations are working on disclosing climate-related financial information, and a myriad of resources are being developed to support them in the process.

    In May, the TCFD and CDSB launched the TCFD Knowledge Hub, the first online platform dedicated to the latest resources, tools and insights on the recommendations. This webinar will provide an overview of the platform and help organisations:
    • Understand how the Hub can help you find the right resources to disclose according to the TCFD recommendations;
    • Find out more about some of the key resources currently available on the website;
    • Understand how your experience can be shared on the platform to help others improve their reporting practices.

    Moderated by Daniel Brooksbank, Editor, Responsible Investor

    Speakers:
    Simon Messenger, Managing Director, Climate Disclosure Standards Board

    Stacy Coleman, TCFD Secretariat, Managing Director, Promontory Financial Group
  • Webinar - ESG matters: materiality and a growing list of questions
    Webinar - ESG matters: materiality and a growing list of questions Presented by IR Magazine & Corporate Secretary and sponsored by Intelligize Recorded: Jun 26 2018 57 mins
    Tuesday, June 26, 2018
    8.00 am PST / 11.00 am EST / 4.00 pm BST / 5.00 pm CET
    Duration: 30 minutes

    The debate around ESG is one of the most compelling in the IR world at the moment: are governance teams at large institutional investors dictating a narrative that is unrepresentative of the broader investment community or are investors genuinely broadening their assessment of what they deem to be material for their investment process?

    What is clear is that ESG is much more of a talking point on earnings calls and in other forums between investors and issuers, according to data from Intelligize. In this webinar we will explore how IR teams and corporate secretaries are working together to ensure that their company is well prepared for investor questions on ESG – whether they come from portfolio managers or governance teams.

    Speakers include:

    •Moderator: Ben Ashwell, digital editor, IR Magazine
    •David Burdziuk, director of IR, Suncor Energy
    •Marc Butler, director of thought leadership, Intelligize
    •Sally Curley, founder and CEO, Curley Global IR (CGIR)


    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 and Corporate Secretary.

    Holders of the NIRI IRC® credential can earn 1 professional development unit (PDU) per webinar. IRC-credentialed speakers may also earn PDUs. More information is available at www.niri.org/certification.

    IR Magazine and Intelligize will process your personal data for purposes connected with your attendance at the webinar and may send you marketing communications and information that may be of interest to you, as permitted under applicable law. You can unsubscribe at any time via the emails you receive. IR Magazine’s privacy policy: https://www.irmagazine.com/privacy and Intelligize’s privacy policy: https://www.intelligize.com/privacy-policy/
  • Where do we go from here?
    Where do we go from here? Steven Bell, Chief Economist Recorded: Jun 26 2018 42 mins
    Steven will examine the major changes in the world economy since his last update in January. He will also discuss his thoughts on the rest of this year and into 2019.
  • Banking Technology Awards 2016
    Banking Technology Awards 2016 FinTech Futures Recorded: Jun 22 2018 2 mins
    Our dazzling event gathered together over 260 banking and financial technology specialists from all over the world – recognising the excellence and innovation in the use of IT in financial services, and of course the people that make it happen!
  • Digital banking in a cloud world: 5 steps to evaluate private, hybrid and multi
    Digital banking in a cloud world: 5 steps to evaluate private, hybrid and multi Eric Marts Recorded: Jun 22 2018 48 mins
    Changing customer behavior and expectations are having a profound effect on how financial services are delivered. Financial service organisations are employing technology and adopting new business models to reshape the competitive landscape in a digital world. 

    Cloud can help, but you need to know whether a private, hybrid or multi cloud strategy is best for your organisation.
  • Trends in Mobile Banking Malware…and How to Fight Them
    Trends in Mobile Banking Malware…and How to Fight Them Sam Bakken Recorded: Jun 22 2018 42 mins
    Since 2010 this scourge has continuously grown and bedeviled financial institutions and their customers. Mobile banking Trojans increased 60% last year proving that the malware problem isn’t going away. Clearly, ignorance surely isn’t bliss when it comes to protecting your business and customers.

    Start by learning your enemy’s tools and techniques. 

    This webinar will explore the history and evolution of mobile banking malware, and the latest and greatest ways leading banks shield themselves against these threats with technologies such as app shielding with runtime application self protection (RASP).
  • Results are in: European banks & their state of digital sales
    Results are in: European banks & their state of digital sales Dan Bergal and Andre Israel Recorded: Jun 22 2018 53 mins
    Avoka’s latest research shows there has been a rapid progress in some areas of the customer experience digital transformation, but there remain many opportunities to differentiate based on digital sales.

    For those banks that have yet to embark on a strategy to digitally enable sales for all their products, the new data shows it has become a competitive necessity.
  • Global CRS Survey Results: Lessons learned from the first year of CRS reporting
    Global CRS Survey Results: Lessons learned from the first year of CRS reporting Mark Wilton and Katherine Lee Recorded: Jun 22 2018 41 mins
    Financial institutions face unprecedented data management and compliance challenges as they continue to grapple with multiplying CRS and FATCA (AEOI) related global tax transparency regulations.

    A year on from our first FATCA and CRS survey, Thomson Reuters and Banking Technology joined forces to survey the industry – to assess the challenges faced by financial institutions during the first year of CRS reporting obligations and to learn and share best practices to overcome them.
  • What are the next funding shorts to drive returns in the Australian market
    What are the next funding shorts to drive returns in the Australian market Gus Roberts & Damien Keune Recorded: Jun 22 2018 27 mins
    Sean Martin, Chief Investment Officer, and Damien Keune, Head of Dealing, from Solaris will be hosting a luncheon to discuss the Solaris Australian Equity Long Short Fund and what are the next funding shorts to drive returns in the Australian market.

    Discussion points:

    - Does AMP short have further to go?
    - Telstra - dividend trap or value?
    - Outlining high conviction sector pairs trades that will win in both up and down markets
    - What are Solaris best long ideas?
  • Equity risk management: a ‘tail’ of two approaches
    Equity risk management: a ‘tail’ of two approaches Seth Finkelstein, CFA, Head of US Portfolio Solutions, and Julien Manhood, CFA, Solutions Manager Recorded: Jun 19 2018 32 mins
    We explore two approaches to managing equity risk, and why both should be carefully considered given today’s market levels:

    1.Strategic: Making an allocation to a drawdown-oriented risk-managed equity strategy designed to improve a total portfolio’s risk/return profile

    2.Tactical: Designing and implementing a strategy designed to limit acute short-term equity losses late in the cycle

    Seth Finkelstein, Head of US Portfolio Solutions, and Julien Manhood, Solutions Manager, outline the merits for such equity risk management strategies within the context of an institutional client’s portfolio.
  • Miton Multi Asset Webinar
    Miton Multi Asset Webinar David Jane & Anthony Rayner Recorded: Jun 19 2018 32 mins
    With current uncertainty in financial markets, Miton Multi Asset fund managers David Jane and Anthony Rayner will discuss their views surrounding current topics in this forthcoming webinar.
  • Reconciling Balance Sheets with Excel4apps
    Reconciling Balance Sheets with Excel4apps Erika Creary, Missy Ojigho Aug 16 2018 12:00 pm UTC 60 mins
    The balance sheet reconciliation is a key element of ‘closing the books’. It has long been an important control to ensure the accuracy of your financial statements, which in turn highlights the financial condition of your organisation. Reconciliations can identify mistakes and misappropriations and help to ensure that internal controls are being adhered to. Stringent review and scrutiny of balance sheet accounts during the period close cycle provides key stakeholders, management and auditors with assurance that internal controls are being applied and are working effectively.

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

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

    We’ll explore:

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

    And more…
  • Das Geheimnis erfolgreicher Unternehmen
    Das Geheimnis erfolgreicher Unternehmen Oliver Sehon (Director Analytics Integation, SAP) und Jochen Alig (Solution Consultant Senior, SAP Concur) Aug 16 2018 1:00 pm UTC 45 mins
    Nur wer seine Daten kennt, kann sie erfolgreich einsetzen. Erleben Sie anhand des Digital Boardrooms, welche Möglichkeiten die Integration von SAP Concur in die SAP Analytics Cloud bringt.

    Daten aus dem Geschäftsreisemanagement berühren viele Abteilungen:

    - Finanzverantwortliche, die sich volle Transparenz über Kosten und eine verlässliche Datengrundlage für Investitionsentscheidungen wünschen.

    - Travel Manager, die wissen wollen, wie Mitarbeiter reisen, um in Verhandlungen mit Anbietern das Maximum herauszuholen.

    - HR-Experten, für die es wichtig ist, die (Reise-)Gewohnheiten Ihrer Mitarbeiter zu kennen, um so in der Lage zu sein, deren Zufriedenheit zu erhöhen.
  • What are the best long & short investments following reporting season?
    What are the best long & short investments following reporting season? Sean Martin, Gus Roberts & Damien Keune Aug 31 2018 1:00 am UTC 45 mins
    The Solaris Australian Equity Long / Short team of Gus Roberts, Damien Keune and Sean Martin will be hosting a webinar to discuss the Solaris Australian Equity Long Short Fund and what are the next funding shorts and long investment ideas to drive returns in the Australian market.

    Discussion Points:
    - What reporting season told us and what are our best long and short ideas?
    - Royal Commission and where to from here for banks and non banking financials both long and short ideas
    - Resources – winners and losers?
    - Outlook for Australian Long / Short investing
  • What is the outlook for factor based investing?
    What is the outlook for factor based investing? Erik Rubingh, Managing Director, Head of Factor Investments & Chris Childs, Director, Factor Investments Sep 11 2018 1:00 pm UTC 45 mins
    As the F&C Global Equity Market Neutral Fund passes its third anniversary, Erik and Chris will review the performance of the fund, not just in terms of absolute performance, but also as a component of a multi-asset portfolio. They will also discuss the outlook for a factor based approach to investing.
  • Bridging the human and digital divide in banking
    Bridging the human and digital divide in banking Amit Bhaskar, Global Practice Leader│Raja Bose, Transformation Services Leader | Michelle Palomera,Customer Experience Leader Sep 18 2018 3:00 pm UTC 45 mins
    Customer expectations around banking are changing at an unprecedented scale. At the same time, advances in digital technologies offer significant opportunities to shape and fulfill these evolving expectations. A recent Genpact survey of 6,000+ consumers across the US, UK, and Australia reveals powerful new insights in this realm. As banks become increasingly digital – success requires seamless integration between the front, middle, and back offices. Join us on this webinar as we share our findings and provide examples of how to deliver and measure a consistent, high-quality experience across channels to create engaged, loyal customers.

    In this webinar, we will offer practical takeaways on how to:
    •Leverage journey-driven transformation to connect front to back office to optimize the end-end user experience
    •Humanize the digital experience to offer the best of both human and machine interaction
    •Use data and insights to deliver customer intimacy through personalized service
    •Measure your CX initiatives for continuous improvement
  • IR Magazine Webinar - Keep control of the company narrative in social media age
    IR Magazine Webinar - Keep control of the company narrative in social media age IR Magazine and Bloomberg Sep 25 2018 3:00 pm UTC 60 mins
    Tuesday, September 25, 2018
    8.00 am PST / 11.00 am EST / 4.00 pm BST / 5.00 pm CET
    Duration: 30 minutes

    This timely webinar will explore how it is vitally important to keep a consistent and unified narrative across and throughout the organization when a crisis hits on social media.

    Explore the examples of crisis situations:
    The recent abusive Elon Musk twitter postings and the Papa John’s racist storm:
    What went wrong for these to happen?
    How could these have been dealt with more effectively from an IRO perspective?
    Is there a limit to how the IRO can control the company narrative once these comments have been made?

    Team working and strategy:
    Why IROs should monitor social media posts about their companies.
    How can this be done effectively?
    How can the IRO put social media at the heart of the overall IRO strategy? What needs to be done to make this work?

    A practical guide to the different types of approaches to social media posting:
    The instant reply: ensuring a comment is addressed immediately, in real time, with a full explanation to the concerned posting: this can help a negative posting not to spiral out of control.
    The promotion of the company via positive PR and good news: a good effective, useful tool for publicizing the company narrative and news
    The CEO commenting on the business: a good use of senior management being involved and visible
    The IRO addressing a specific audience: keeping on message and ensuring a select audience knows the established company message
    Explore in turn, the benefits of each approach

    The IRO dilemma: social media scope and limits
    What is suitable for the IRO to convey on social media? Even in a crisis. As a listed company the IRO has responsibility to the shareholders and the legal framework of the capital markets. How can this be squared with an effective, pro-active, social media approach?
  • A Stocktake on Emerging ESG Stewardship Themes: Spotlight on Climate Change
    A Stocktake on Emerging ESG Stewardship Themes: Spotlight on Climate Change Responsible Investor Oct 3 2018 3:00 pm UTC 60 mins
    A successful ESG stewardship strategy requires investors to proactively address ESG risks in their portfolios. Over the last three years, climate change has become a top ESG shareholder proposal issue. Many shareholder proponents encourage companies to align their reporting with the recommendations of the Task Force on Climate-related Financial Disclosures, set GHG emission reduction targets, conduct 2°C scenario analyses and disclose on climate impact. However, the percentage of companies providing such disclosures remains generally very low.

    This webinar gives an overview of emerging climate change topics from the 2018 proxy season and how investors can proactively identify climate-related risks and opportunities in their portfolios.


    Moderator: Sophie Robinson-Tillet, Deputy Editor, Responsible Investor

    Confirmed Speakers:
    Maximilian Horster, Managing Director, ISS-Ethix Climate Solutions

    This webinar is produced by Responsible Investor, for dedicated news and events on ESG and sustainable finance check out our website at www.responsible-investor.com