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Financial Planning and Analysis

  • 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
  • Bottom-line Savings through Contract Compliance and Cost Recovery
    Bottom-line Savings through Contract Compliance and Cost Recovery George Albarelli, RAS Director, and Bill Consolie, Practice Leader-Construction Services, both of Experis Finance Recorded: May 10 2017 62 mins
    During this session, we will discuss how identifying risks and weaknesses in the procurement and contract process can result in reduced costs, recovered savings and corporate governance. You will learn how to identify differences between the contracted commercial teams and what is actually invoiced by vendors using a proven four-phased approach, data mining and other techniques to accentuate manual efforts. You also will discover how to embed controls and recover real dollars through an in-depth review of your procurement process and contracts.

    This webinar features George Albarelli, Director of Risk Advisory Services, and Bill Consolie, Global Practice Leader of Construction Services. They will:

    •Provide background and perspective on procurement contract compliance efforts
    •Demonstrate how to identify contract risks and weaknesses in the procurement and contract process
    •Introduce processes that could reduce overpayments
    •Share how to imbed controls and recover real dollars

    In addition to the above, the presenters will highlight specific aspects of contract compliance as it relates to construction. Specifically, they will emphasize:
    •Cost recovery
    •Risk mitigation
    •Cost avoidance
    •Cash management / cash flow

    Presented by George Albarelli, RAS Director, and Bill Consolie, Practice Leader-Construction Services, both of Experis Finance.
  • SDG Webinar Series: GENDER EQUALITY
    SDG Webinar Series: GENDER EQUALITY Responsible-Investor.com Recorded: May 10 2017 45 mins
    Responsible Investor presents a series of four webinars focused on the SDGs (Sustainable development Goals).

    This third webinar in the series will focus on how investors can achieve gender equality and empower all women and girls.

    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.

    SPEAKERS:
    Pelle Pedersen, Head of Responsible Investment, PKA Pension
    Ulrika Danielson, Head of Communications/Coordinator of Corporate Governance, AP2
    Junwei Hafner-Cai, Co-Portfolio Manager, RobecoSAM


    HOST:
    Vibeka Mair, Senior Reporter, Responsible Investor

    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
  • Shopping global consumer opportunities
    Shopping global consumer opportunities Andrew Baud Recorded: May 4 2017 26 mins
    During this 20 minute webinar, Deputy Portfolio Manager / Investment Analyst Andrew Baud will discuss Antipodes Partners Funds’ key Consumer exposures.

    Discussion points:
    •Exploiting market dispersion across regions and within sectors
    •Favouring Emerging Market Consumer exposure
    •The impact so far from President Trump
  • Videocast: Achieving the Rolling Forecast
    Videocast: Achieving the Rolling Forecast Andrew Stutzman, Solution Specialist Recorded: May 3 2017 21 mins
    Rolling forecasts can be a powerful differentiator for companies striving to remain competitive. Unfortunately, most organisations can’t achieve them today. What if it didn’t have to take years, large investments and big process changes to get there? Your current technology, processes and planning models might be closer than you think.

    Topics Covered:
    0:52 - Today’s State of Budgeting, Planning, and Forecasting
    7:27 - Annual Planning Approach
    10:11 - Annual Budget vs. Rolling Forecast – What’s Better?
    12:03 - Impediments to Rolling Forecasts
    14:00 - IT vs. Business Considerations
    16:26 - Demo of Planning Scenarios in SAP-Connected Excel
    19:40 - Other SAP Solutions
  • SDG Webinar Series: SUSTAINABLE CITIES & COMMUNITIES
    SDG Webinar Series: SUSTAINABLE CITIES & COMMUNITIES Responsible-Investor.com Recorded: May 3 2017 60 mins
    Responsible Investor presents a series of four webinars focused on the SDGs (Sustainable development Goals).

    This second webinar in the series will focus on how investors can make cities and human settlements inclusive, safe, resilient and sustainable.

    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
  • The ERP Data Reporting Challenge
    The ERP Data Reporting Challenge Simon Parkes, Solution Specialist Recorded: May 2 2017 3 mins
    Business users in many organisations spend far too much time simply trying to access the data they need from their enterprise reporting systems (ERPs). Woes around reporting on that data are common place…
  • Excel Charting, Graphing and Data Visualisation
    Excel Charting, Graphing and Data Visualisation Bill Jelen, host of MrExcel.com Recorded: May 2 2017 60 mins
    Standout in your next meeting and bring your reports to life using icon sets and colour scales! Learn how to efficiently make charts and graphs in Excel, using just one keystroke.

    Join Mr Excel as he shares best practices for Excel Charting, Graphing and Data Visualisation. He will also demonstrate the use of Sparklines to create work-sized charts and more...
  • SAP Planning & Posting with the Ease of Excel
    SAP Planning & Posting with the Ease of Excel Richard Sampson - Managing Director Europe, Simon Parkes- SAP Solution Specialist Recorded: Apr 26 2017 49 mins
    Planning, Budgeting and Forecasting processes are critical to the success of the business and key in aligning day-to-day activities with long-term strategy.

    Creating and maintaining your Plans manually in Microsoft Excel® is highly popular with many SAP organizations, but requires considerable time and effort. Rolling forecasts are an additional challenge when using Excel, again due to both the time and costs involved. Tight budgets, reduced funding and the prioritisation of resources and assets add to the complexity of the overall challenge.

    In this webinar we will discuss and demonstrate live how you can now connect Microsoft Excel directly to SAP to make your Planning process far easier and be better prepared for uncertain business changes such as Brexit.

    What we will cover:
    •Understand how the Excel4apps add-in enables direct plan posting into FICO
    •Retrieve financial and non-financial data from SAP in real-time to report on actuals and budget via Excel
    •Shorten the Planning Process by automating the distribution of plan templates and real-time actuals
    •Achieve Rolling Forecasts with the tools you already have.
  • SDG Webinar Series: OVERVIEW
    SDG Webinar Series: OVERVIEW Responsible-Investor.com Recorded: Apr 19 2017 59 mins
    Responsible Investor presents a series of four webinars focused on the SDGs (Sustainable development Goals).

    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.

    This opening session will review all current SDG developments as well as their potential impact on investment decisions and corporate behaviour.

    SPEAKERS:
    Emma Doner, Innovation Project Manager, VigeoEiris
    Kris Douma, Director Investment Practice and Engagement, PRI
    Elodie Feller, Investment Commission Coordinator, UNEPFI
    Mark Gough, Executive Director, Natural Capital Coalition

    HOST:
    Daniel Brooksbank, Editor

    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
  • Enhanced Sub-Ledger Reporting & Discoverer Replacement
    Enhanced Sub-Ledger Reporting & Discoverer Replacement Malcolm Hewlett - Oracle Territory Manager Europe, David Rincon - Oracle Solution Specialist Recorded: Apr 19 2017 59 mins
    Many Oracle users are struggling with sub-ledger reporting or are looking for a replacement for Oracle Discoverer. In this webinar you’ll learn how to:

    1. Facilitate a conversation with your data with easy drill through to transactions across the full E-Business Suite.
    2. Better control your sub-ledger processing with control dashboards identifying open, on hold and triggering transactions.
    3. Automate reconciliations between sub-ledger and GL control accounts e.g. Fixed Asset Register.

    We offer a unique Excel connector, meaning you can have access to real-time E-Business Suite sub-ledger data directly from Excel. In addition, the availability of 1000+ out-of-the box reports means getting started is easy.
  • Introducing Journal Wand: Achieving the 360° Month End Close Process
    Introducing Journal Wand: Achieving the 360° Month End Close Process Malcolm Hewlett - Oracle Territory Manager Europe, David Rincon - Oracle Solution Specialist Recorded: Apr 11 2017 58 mins
    Loading journals into the Oracle E-Business Suite can be complex, and to make matters worse, your current tool may be difficult to use and provide weak error messaging, contributing to inefficiencies and frustration.

    Are you feeling robbed of valuable execution time during month end due to cumbersome journal upload tools and processes?

    Join us for this webinar to see how easy it is to upload journals to the Oracle E-Business Suite General Ledger using Journal Wand, the latest innovation from Excel4apps. When combined with GL Wand, it provides a 360° Excel solution to the GL month end process, giving users the ability to report, analyse, and adjust journals directly from sheets containing real-time data.

    What this webinar will cover:
    •Real-life examples – hear how our customers are utilising Journal Wand as an alternative to Web ADI or combining Journal Wand with GL Wand
    •Customizable Excel templates - amend and share journal templates on the fly to accommodate unique processing requirements, all within Excel
    •Data validation before loading - prevent invalid or unbalanced journals from loading into the Oracle GL with cell-specific error messaging and data validation.
  • Measuring & Managing Subscription Churn
    Measuring & Managing Subscription Churn Danielle Childs, Sr. Product Manager, Recurly Recorded: Mar 29 2017 32 mins
    Churn is one of the most sensitive -- and important -- metrics used to understand the overall(remove) financials and operations of your subscription business. Slight variations in churn rates can have a significant impact on revenue and profits.

    However, many businesses find it difficult to measure the complexities of churn, analyze this data and develop the right strategies to minimize it.

    Join subscription management expert, Danielle Childs and you’ll discover:

    • Key churn metrics including industry-specific benchmarks for subscription commerce
    • How to understand the business impact of different types of churn - and manage each one effectively
    • Proven strategies that successful finance and operations leaders are using to reduce churn in their subscription businesses -- and keep more customers.
  • How technology trends reflect the changing role of the board
    How technology trends reflect the changing role of the board Corporate Secretary and Diligent Recorded: Mar 29 2017 35 mins
    Wednesday, March 29, 2017
    9.00 am PST / 12.00 noon EST / 5.00 pm BST / 6.00 pm CET
    Duration: 30 minutes

    In a landscape that demands greater transparency and accountability, boards are facing higher expectations than ever before. Not only are they recognized for organizational success but they are also accountable for organizational shortcomings. Pressure is coming from investors, regulatory bodies, customers and even the media.

    With these increased expectations comes an expanded role for the board in many organizations, moving beyond traditional governance concerns to become much more involved in strategy. As a result, more and more directors are seeking better board preparation and communication tools. In response, technology in the boardroom is evolving to adapt and meet these needs.

    Join a group of experts for a webinar on how technology trends in the boardroom reflect the strategic role of the board.

    Participants will learn:
    • How board responsibilities have evolved
    • Why expectations of the board have climbed
    • How boards can respond to growing pressures
    • How technology has evolved to help boards become more strategic

    Speakers include:
    • Brian Bolash, corporate secretary and senior counsel, Erie Indemnity Company
    • Dottie Schindlinger, vice president and governance technology evangelist, Diligent
    • Keyna Skeffington, vice president and deputy general counsel, Medtronic
    • Moderator: Ben Maiden, editor, Corporate Secretary

    This is part of Corporate Secretary’s program of content-driven webinars. Short, sharp and packed with expert insight, the webinar will bring you up to speed on this critical issue in just 30 minutes.

    Unable to listen live? No problem! Sign up anyway and we will send you the on-demand recording to listen to at a time that’s convenient for you.
  • IR Magazine Webinar - How technology is changing everyday lives of modern IROs
    IR Magazine Webinar - How technology is changing everyday lives of modern IROs IR Magazine and Q4 Recorded: Mar 28 2017 53 mins
    Tuesday, March 28, 2017
    8.00 am PST / 11.00 am EST / 4.00 pm BST / 5.00 pm CET
    Duration: 30 minutes

    Buy-side analysts have benefited from algorithms and quantitative models for some time, enhancing the speed and accuracy of their decision-making. How can IROs use the same technology to further elevate their day-to-day practices? How much faith can you put in Big Data, automation and predictive analytics, and how much time would that free up to spend on strategic priorities?

    What we’ll discuss:

    • Learning from the advances made on the buy side: how to use algorithms and quantitative analytics to measure peer performance, understand market trends and monitor shareholder activity
    • Is what you’re saying resonating? How can you use the aforementioned tools to assess whether what you’re communicating to the market is generating positive results?
    • Gaining deeper and actionable insight into stock performance: how predictive analytics can help IROs forecast more accurately and answer tough questions
    • To think is human, to automate is divine: what day-to-day tasks of IROs can be automated to free them up for higher value efforts?
    • What does the future hold? How far away are new strides in automation, artificial intelligence and technology for IROs?

    Speakers include:
    • Adam Frederick, senior vice president of intelligence, Q4
    • Scott Powell, executive vice president & head of investor relations, VolitionRX
    • Moderator: Ben Ashwell, digital 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.
  • Top 10 Trends for Subscription Success in 2017
    Top 10 Trends for Subscription Success in 2017 Ben Bowler, Sr Director of Product Management, Recurly Recorded: Mar 22 2017 43 mins
    In 2017, change will continue to be the only constant. Merely react, and you may survive—but to move ahead you’ll want to innovate. 

    Join subscription management expert, Ben Bowler to discover the top trends impacting subscriptions in 2017—so you can start planning your own innovative strategies to:

    • Keep costly chargebacks at bay
    • Tap the right mobile payment platforms
    • Leverage changing consumption patterns, as consumers choose access over ownership