Hi [[ session.user.profile.firstName ]]

Financial Planning and Analysis

  • The CFO Perspective #1 - Intelligent Spend Management
    The CFO Perspective #1 - Intelligent Spend Management
    Daniel Zoe Jimmez (IDC)Andy Watson, Laura Houldsworth (SAP Concur) & Ghamazy Rashid, Deloitte & Goh Seng Ti, Isuzu Motors Recorded: Aug 11 2020 60 mins
    As enterprises accelerate their digital transformation and move into the era of multiplied innovation, CFOs need to future-proof their organization with highly agile finance processes via an integrated intelligent management platform that provides hyper-connected data insights. It’s no longer just about productivity and efficiency, it’s about changing how work is done.

    Join us to hear from the experts
    1. IDC: IDC FutureScape predictions, IDC Future of Work framework
    2. SAP Concur: IDC Intelligent Spend Management APAC results and insights
    3. Deloitte: Deloitte Vision 2025 report and 8 trends predictions
    4. A CFO view: 2020 priorities and focus
  • Asset owner considerations of sustainable investment approaches
    Asset owner considerations of sustainable investment approaches
    FTSE Russell Recorded: Aug 7 2020 2 mins
    There has been a global rise in implementation and evaluation of SI considerations, with over 70 percent doing so globally in 2020.
  • Smart Sustainability: 2020 global survey findings from asset owners
    Smart Sustainability: 2020 global survey findings from asset owners
    FTSE Russell Recorded: Aug 7 2020 2 mins
    Our annual survey of the market conducts in-depth research to better understand how the coming together of two trends—smart beta and sustainable investment—are perceived, considered and used by asset owners around the world.
  • Maximizing Promotional Effectiveness With True Net Cost Analysis
    Maximizing Promotional Effectiveness With True Net Cost Analysis
    Jin Ro, Chief Analytics Officer, PRGX Recorded: Aug 6 2020 37 mins
    Retailers are being truly challenged in 2020. Even if overall sales have gone up for some sectors, such as grocery, the traditional complexities of tracking the success of rebates, promotions and sales on top of the COVID-19 global pandemic challenges make it hard for retailers to know which promotions, categories or vendors are profitable. This webinar will look at how increased sales can mask other problems for retailers and how to identify weak promotional areas and inefficiencies that can be addressed to maximize overall margin improvement. Attendees will also understand some of the data science techniques used to investigate the funding and costs of categories to narrow down the highest performing vendor promotions.
  • LF Miton US Opportunities Fund Webinar with Hugh Grieves
    LF Miton US Opportunities Fund Webinar with Hugh Grieves
    Hugh Grieves Recorded: Aug 6 2020 38 mins
    In this webinar, Hugh Grieves, fund manager of the LF Miton US Opportunities Fund, will discuss how the US economy is performing through the Coronavirus crisis, review the latest corporate earnings news, examine possible excesses building up in parts of the market as well as outlining the current portfolio position and the outlook for the fund.
  • RetirementMatters – financial education that bridges the gap to retirement
    RetirementMatters – financial education that bridges the gap to retirement
    Lesley Carline, President, PMI | Gareth Tancred, Chief Executive, PMI | Jonathan Watts-Lay, Director, WEALTH at work Recorded: Aug 6 2020 16 mins
    The PMI is delighted to announce the launch of a new retirement focused financial education service to help employees and pension scheme members understand how to make the most of their lifetime savings and benefits. This unique educational programme is supported by WEALTH at work, a specialist provider of financial education and guidance in the workplace.

    Join Gareth Tancred, Chief Executive, PMI, Lesley Carline, President, PMI and Jonathan Watts-Lay, Director, WEALTH at work to find out how RetirementMatters can help you strengthen your financial future.
  • PMI/SPP Scotland regional group: Wellbeing/Covid & Latest on GMP Equalisation
    PMI/SPP Scotland regional group: Wellbeing/Covid & Latest on GMP Equalisation
    John Wilson, Spence and Partners Recorded: Aug 6 2020 67 mins
    Wellbeing & Covid: David Collington and Laura Matthews, Barnett-Waddingham
    Latest on GMP equalisation – HMRC and PASA guidance, and third Lloyds Bank hearing on past transfers: John Wilson, member of HMRC and PASA working parties
  • The Future of IT Webinar Series: What does Digital Transformation mean to you?
    The Future of IT Webinar Series: What does Digital Transformation mean to you?
    Lanna Neimeyer, Prime | John Rodriguez, City of San Antonio | Elizabeth Reyes, Vericast | Cesiah Kessler, Experis NA Recorded: Aug 5 2020 47 mins
    How are companies approaching digital transformation and driving it forward? Technology, process, talent -- What critical components define success? What processes are organizations planning to digitize in the near term and what are the skill sets required to drive digital transformation forward?
    Join us as we dig into the answers to these important questions from organizations that are navigating digital transformation in the changing world of work. You’ll gain a view into how other tech leaders are approaching digital transformation and walk away with new ideas and solutions to bring back to your organization
  • SUSTAINABLE INVESTMENT - Portfolio Positioning For The Next 10 Years
    SUSTAINABLE INVESTMENT - Portfolio Positioning For The Next 10 Years
    Claudia Quiroz, Lead Fund Manager, Caroline Langley, Deputy Fund Manager, Rebecca Platt, Investment Manager Recorded: Aug 4 2020 49 mins
    As clients’ interest in ESG and sustainable investing grows, advisers are increasingly on the look-out for sustainable investments. At Quilter Cheviot, we are pleased to have a long track record in this space, and are celebrating the tenth anniversary of our sustainable offering, the Climate Assets Fund. The award winning fund invests around the world with a focus on addressing issues such as climate change, resource scarcity and population shifts.

    To mark the fund’s tenth anniversary, Claudia Quiroz, Lead Fund Manager, Caroline Langley, Deputy Fund Manager, and Rebecca Platt, Investment Manager in our Birmingham Office will be exploring:

    • How the Quilter Cheviot Climate Assets Fund invests in companies that make a positive contribution to the world, without compromising performance
    • The fund’s five investment themes - energy, food, health, resources and water
    • How investors can earn attractive returns from growing businesses involved in sustainability and environmental technologies
    • Performance over the long term
    • How advisers can utilise the fund in client portfolios
  • ¿Cómo lanzar un Neobanco en 90 días?
    ¿Cómo lanzar un Neobanco en 90 días?
    Pratosh Dwivedi,Client Engagement & Solutions Manager ,Aspire Systems & Alex Pacheco,Latam Sales Manager,Temenos Recorded: Jul 30 2020 66 mins
    Resiliencia para el rendimiento y solidez.

    Rápida respuesta a las fuerzas prevalecientes del mercado y a las constantes demandas de los clientes; además de Velocidad de salida al mercado.

    Tras el brote de COVID-19, la creación de un Neobanco podría parecer algo muy complejo. Bien, ¡piénselo de nuevo! Aspire Systems y Temenos, el especialista en software bancario, presentan un informe sobre cómo poner en marcha un Neobanco en 90 días, partiendo de cero, con una pila tecnológica ligera pero potente y durante cualquier crisis comercial.

    El Covid-19 ha sometido a la economía mundial a un gran número de presiones y, aunque los planes de desarrollo y crecimiento no se han detenido, para muchas organizaciones se han visto frenados mientras estas se han dedicado a dar continuidad a su negocio y a la gestión de su futuro a largo plazo. En la banca, el rendimiento, la capacidad de recuperación y la habilidad para responder rápidamente a las necesidades de los clientes nunca ha sido más importante.

    ¿Qué es lo que tenemos preparado para usted en este webinar?

    Puntos clave para entender el roadmap necesario para un Neobanco: en qué tecnología hay que concentrarse, semanal o mensualmente.

    La combinación de Temenos Transact en la nube y Temenos Infinity para iniciar las operaciones en 90 días.

    Entérese de cuál es la solución bancaria más atractiva en el mercado y por qué es tan importante en estos tiempos de incertidumbre.

    Obtendrá un acercamiento a la historia de éxito.

    Además de este webinar, también tendrá acceso exclusivo al último informe de Neobancos impulsado por Temenos y Aspire Systems.
  • Macro and Thematic investing in an uncertain world
    Macro and Thematic investing in an uncertain world
    David Jane and Anthony Rayner Recorded: Jul 30 2020 39 mins
    We would like to invite you to join a live webinar with David Jane and Anthony Rayner, managers of the Premier Miton macro thematic multi asset fund range. They will discuss the current macro and market backdrop and their current investment outlook, focusing on their 'renewable energy' and 'digital revolution' investment themes in particular.​​​​​​​
  • Multi-Manager People: Meet the manager with Henry Dixon of Man GLG
    Multi-Manager People: Meet the manager with Henry Dixon of Man GLG
    Paul Green and Anthony Willis, BMO Multi-Manager People and Henry Dixon, Man GLG Recorded: Jul 30 2020 52 mins
    Join Paul Green and Anthony Willis from the BMO Multi-Manger People and special guest manager Henry Dixon of Man GLG as Henry discusses the opportunities within the UK, along with a macro update from Anthony.
  • Life after lockdown: What's next for markets?
    Life after lockdown: What's next for markets?
    Steven Bell, Chief Economist Recorded: Jul 30 2020 46 mins
    Europe and North Asia are gradually easing their respective lockdowns but the US is suffering a second wave. Despite political tensions coupled with fears of mass unemployment and bankruptcies, world markets are up over 40% from their lows.

    Steven will track the likely evolution of global economy and corporate earnings to judge where markets are going to next.
  • Future of Accounts Payable Automation
    Future of Accounts Payable Automation
    Joseph Pradeep, Principal Solutions Consultant, SAP Concur Recorded: Jul 30 2020 58 mins
    In this increasingly volatile environment, is your organisation protected against potential fraud, fines and penalties?

    Enterprises are exposed to risk and compliance issues that can hinder growth and long-term goals. Organizations that have not implemented the right tools are particularly vulnerable to fraud, fines and penalties. In a fast-changing business environment, effective spend management tools can greatly enhance cash flow visibility and protect against significant losses due to fraud and misspending.

    In this webinar, you will learn:
    - How you can automate expense report and invoice capture, routing and approvals
    - Improve the productivity of your entire team so they can do more
    - Eliminate costly mistakes, delays, manual journal entries
    Join this webinar to understand how automating your AP process can improve productivity, provide your business with the right controls and visibility to effectively manage and protect your organisation
  • The Future of IT Webinar Series: Voice of the CIO - TO BE RESCHEDULED
    The Future of IT Webinar Series: Voice of the CIO - TO BE RESCHEDULED
    Michael Brady, USAA | Edward Contreras, Frost Bank | Kim Fahey, Collegis Education Recorded: Jul 29 2020 3 mins
    Stay tuned - to be rescheduled!!

    We're pulling back the curtain and revealing the most critical talent priorities of CIOs today. We'll discuss the changing role and responsibilities of CIOs in the new normal, access to borderless talent, impacts to talent strategies for emerging skills, and more. Join us as we welcome a panel of tech leaders who are ready to share their perspectives so that you can gain a new view into how to approach your own talent strategy and bring new ideas back to your organization.
  • Hyper Automation Lending Framework to Build a Resilient Operating Model
    Hyper Automation Lending Framework to Build a Resilient Operating Model
    Anand Subramaniam, Head of Artificial Intelligence, Aspire Systems, Ronak Doshi, Vice President, Everest Group, Kriti Gupta, Recorded: Jul 29 2020 61 mins
    Lending market continues to grow as consumers and businesses need capital and liquidity to manage their financial needs and priorities.

    Considering the recent pandemic, governments across the world continue to provide stimulus to individuals and businesses through massive lending programs that is further growing this business.

    However, the lending value chain is plagued by legacy systems, siloed operations, ever changing regulations and broken processes leading to poor experience and high operational costs , which directly impact customer experiences

    The ever-changing customer expectations is forcing banks and financial institutions to shift from a traditional to a digital lending culture with increasing emphasis on reduction of loan processing time. Thus, there is increasing need to bring in agile product innovation, enable zero touch interactions by reimagining digital experiences and channels strategy, and plug the value leakages in the lending value chain.

    So far siloed automation interventions have been effective for addressing near-term challenges and gap-fixes. However, an integrated automation approach is needed to provide exponential business value and ensure sustainable operations that are future-ready and resilient. This approach of hyper-automation requires orchestration of multiple digital technology components that are composable and aligned toward meeting business priorities.

    In this webinar, our guest speakers from Everest Group will join Aspire Systems expert Anand Subramaniam, Head of Artificial Intelligence,
    Aspire Systems to discuss a framework for building a resilient and sustainable digital operating model for lending by leveraging hyper-automation.

    Guest Speakers:
    •Ronak Doshi, Vice President, Everest Group
    •Kriti Gupta, Senior Analyst, Everest Group
  • BMO Adviser Edge: Residence nil rate band part 3 - RNRB and trust planning
    BMO Adviser Edge: Residence nil rate band part 3 - RNRB and trust planning
    Barry Foster, Strategic & Technical Sales Recorded: Jul 29 2020 56 mins
    When is it (and when it is not) possible for the RNRB to be available where a qualifying property has been left to a trust on death? Barry discusses how the RNRB regulations interact with immediate post death interest trusts which, as they are frequently included in wills, is likely to be a recurring client situation. Examples will be used throughout.
  • How Financial Intelligence Can Help Improve Strategic Analysis
    How Financial Intelligence Can Help Improve Strategic Analysis
    Mark Pockl, SAP Senior Solution Engineer at insightsoftware Recorded: Jul 29 2020 57 mins
    Something all SAP users knows is that when it comes to creating timely reports, they face different challenges both in terms of data access and manipulation. Being forced to rely on IT to create the reports often means organizations must spend too much time preparing the data, instead of analyzing it, preventing them from gaining a real-time, relevant picture.

    This is where Financial Intelligence comes in. But what is Financial Intelligence? And how can it help organizations access real-time, accurate, and drillable data and easily identify the key indicators you should focus on to achieve better results?

    Register for our webinar to discover more on how to leverage your SAP data and improve your organization’s outcomes.
  • Lessons from a Business Finance System Implementation
    Lessons from a Business Finance System Implementation
    Sarah Ghosh and Jamie Sargent Recorded: Jul 29 2020 61 mins
    Wherever you are in your journey, evaluating and implementing a business finance system comes with ups, downs, benefits and challenges.

    Join Sarah Ghosh, Finance Director of SweetTree Home Care Services’ as she discusses the upgrade of its accounting software to accommodate further growth of its £9 million international business.

    Watch this webinar where we will answer:

    - How to go through the software selection process
    - How to plot an implementation path
    - How to overcome challenges and what solutions and lessons were learned
  • A Management Reporting Transformation: Sage & CXO
    A Management Reporting Transformation: Sage & CXO
    Vincent Lucey, Sr Enterprise Executive - insightsoftware & Andrew Murphy, Finance System Manager - Sage Recorded: Jul 28 2020 45 mins
    Register to our on-demand webinar to learn how Sage, a global market leader of business management software for small and medium sized companies, transformed their management reporting production by 5 days. During this 45-minute webinar, we’ll take you through Sage’s journey to understand exactly how they were able to dramatically reduce their monthly management reporting time.

    Key takeaways include:

    - The impact of having a reliable, universally accepted single-source-of-truth
    - How quickly CXO was deployed and configured
    - And how global decisions could be made quicker and smarter
  • Trusteeship in a Digital Age
    Trusteeship in a Digital Age
    Chris Roberts, Director , Dalriada Trustees | Tim Middleton, Director of Policy and External Affairs Recorded: Jul 28 2020 45 mins
    The onset of Covid-19 forcing lockdowns around the world has meant that businesses have had to pivot and adapt to remote working practices in order to keep continuity of service. Trusteeship is no exception to this.

    Chris Roberts, Director at Dalriada Trustees will cover how Covid-19 has provided a catalyst for adapting the trusteeship experience for all trustees, the tools that are developing and the key points of trusteeship that the pandemic has uncovered.
  • Post-Covid opportunities in AIM you should be paying attention to..
    Post-Covid opportunities in AIM you should be paying attention to..
    Chris Boxall, Stephen Drabwell, Derek Mclay Recorded: Jul 28 2020 48 mins
    Post-Covid Opportunities in AIM: Webinar Discussion Session with Fundamental Asset Management.

    Covid-19 has caught the world by surprise and forced us to change the way we view the future. All of us are worried about what this could look like and nervous about what this means for us.
     
    Your clients feel the same way. And now more than ever do they need sound financial advice and guidance.

    But what now? Where is there opportunity and what does this look like?

    Join me and our cofounders Stephen Drabwell and Chris Boxall where we will be discussing this question and more.
  • Introduction to the Royal Mint Physical Gold ETC – RMAU
    Introduction to the Royal Mint Physical Gold ETC – RMAU
    Andrew Dickey, Division Director - Precious Metals, The Royal Mint & Hector McNeil, Co-CEO, HANetf Recorded: Jul 27 2020 52 mins
    Most Gold ETCs and ETFs available globally custody the precious metals with a small amount of banks who provide services in this space. This makes RMAU different as the gold is custodied at the Royal Mint’s purpose-built vault near Cardiff in Wales. RMAU is also the only Gold ETP that is 100% backed by LBMA responsibly sourced good delivery bars. Investors can also redeem for physical bars and coins of their choice.

    The Royal Mint is the oldest company in Britain established over 1100 years ago by Alfred the Great in 886 AD. The vault was purpose built in the late 1960s when the Mint moved from London. The security was designed originally by the Ministry of Defence.

    This webinar will introduce the Royal Mint and RMAU to clearly show its clear USPs compared to other offerings:

    •Introduce the Royal Mint – history and current business
    •Introduce RMAU: How does it work & how is it constructed
    •Physical delivery options
    •Q&A

    For professional investors only. When you trade ETFs, you capital is at risk.
  • ESG
    ESG
    Stuart O'Brien, Partner, Sackers Recorded: Jul 27 2020 60 mins
    More details coming soon. Please note that date and time is subject to change.
  • Financial Wellbeing
    Financial Wellbeing
    Kathryn Sinclair & Suzanne Duke Recorded: Jul 27 2020 61 mins
    Hear from Suzanne Duke, Head of Reward at the University of Sheffield (UoS) and Kathryn Sinclair from WEALTH at work who will discuss the financial wellbeing programme they implemented in 2017.

    Financial wellbeing is high on the university’s HR agenda and it is committed to encouraging employees to take control of their finances, particularly their pension planning. Supporting pension scheme members to make informed decisions and achieve better outcomes also helps the university increase engagement and can be an effective workforce planning tool.
    Working with a member base with multiple, and often complex pension arrangements meant a specialist provider of financial education services was right for UoS.

    Join Suzanne and Kath in conversation with Lesley Alexander, Vice President of the PMI to hear how they created the programme, what has resulted from this successful collaboration and most recently, how they managed when COVID-19 prevented onsite learning taking place.
  • Why Recovery Audit Remains Essential in 2020
    Why Recovery Audit Remains Essential in 2020
    Angie Holsen, Sr. Director, Client Relationships, PRGX and Ashley King, Regional Vice President - Business Development, PRGX Aug 13 2020 5:00 pm UTC 60 mins
    Has 2020 shifted your AP priorities and how you are working?

    As we enter the second half of this year, many businesses have had to re-evaluate their plans and are missing targets they originally set for this year.

    In this webinar PRGX experts, Angie Holsen and Ashley King, will share insights on how companies have adjusted and can leverage Recovery Audit strategies to increase value.

    Attendees will quickly understand how other companies have pivoted to take workforces remote, establish strong business continuity plans and develop new processes. Learn how these companies are ensuring they can add value to their business in H2.
  • How can Financial Analytics Provide a Springboard to Insight?
    How can Financial Analytics Provide a Springboard to Insight?
    Gary Simon, Chief Executive Officer of FSN Aug 17 2020 2:00 pm UTC 31 mins
    FSN’s newly released research, “The Future of Analytics in The Finance Function,” finds that only 14% of analytic effort is insightful.

    More than 50% of companies are simply reliant on cyclical reporting from ERP systems, with very few CFOs having the capability to go the extra mile. And while standard reporting can provide a robust foundation for analytics, rapidly changing circumstances such as Covid-19, or an aggressive acquisition strategy, bring home the need for a more agile response.

    So, the obvious question is, why are so few companies able to deliver insightful analytics and how can CFOs better prepare to answer any financial question sent their way?

    In this 30-minute webinar, Gary Simon, Chief Executive Officer of FSN, and Henry Schumann, Director of Finance at insightsoftware, discuss the crucial information that can be driven from financial and operational data in the quest for better insights and decision-making.

    Speakers:

    Gary Simon is the Chief Executive Officer of FSN and Leader of the Modern Finance Forum for CFOs. He is a graduate of London University, a Fellow of the Institute of Chartered Accountants in England and Wales, and a Fellow of the British Computer Society. Gary has more than 30 years’ experience of implementing management and financial reporting systems. He is the author of four books and a popular independent speaker on market developments.

    Henry Schumann is Director of Finance at insightsoftware. With more than 30 years of experience in the finance sector, Henry has an extensive career spanning multiple industries and using various software packages to maximize financial functions such as forecasting, budgeting, process improvement and documentation, variance analysis, NPV, IRR, ROI, capital planning, credit analysis, transfer pricing, ERP implementation, and financial reporting to executives and boards.
  • Introducing The Alerian Midstream Energy Dividend UCITS ETF - MMLP
    Introducing The Alerian Midstream Energy Dividend UCITS ETF - MMLP
    Stacey Morris, Director of Research, Alerian & Faisal El-Hakim, Director, Business Development, HANetf Aug 18 2020 2:30 pm UTC 60 mins
    In this webcast, Stacey Morris, Director of Research at Alerian, the energy-infrastructure industry’s foremost research and analytics firm, will provide expert insight into the North American midstream energy sector and discuss the newly launched Alerian Midstream Energy Dividend UCITS ETF (MMLP).

    We will cover:

    · An overview of the midstream energy sector
    · The business operations and economics of midstream companies
    · Understanding MLPs and C-Corps
    · The outlook for the midstream in a fundamentally changed energy market
    · Assessing the portfolio benefits of midstream companies: high yields, low correlations, defensive characteristics, portfolio completion
    · An introduction to the Alerian Midstream Energy Dividend UCITS ETF (MMLP)
    - Q&A

    For professional investors only. When your trade ETFs, your capital is at risk.
  • Are your funds even trying?
    Are your funds even trying?
    George Cliff Aug 19 2020 8:30 am UTC 60 mins
    Join our very own George Cliff as he talks you through one of the single biggest reasons why active funds under-perform their benchmark and how to use this to your advantage.

    This presentation will introduce you to the concept of closet indexing, its drag on portfolio performance but most importantly how to use this as an opportunity to consistently find winning funds!

    Our findings are ground-breaking and reflect our continued efforts to better our systematic approach to fund selection and the delivery of value to investors.

    We uncover some uncomfortable but welcome truths:
    • There are some great funds out there, genuinely delivering an active service. They’re just harder to find, and we show you how.
    • Out-performance can be consistently achieved using the right process.
    • How fund size and age can impair returns and influence manager behaviour.
    • Why closet indexing and under-performance happen.

    We hope you will join us as we unveil what could be the single biggest discovery of the last 10 years on how to generate real investment value for your active clients.
  • Investing in Cloud Technology
    Investing in Cloud Technology
    HANetf & Anthony Ginsberg, Founder, GinsGlobal Investment Management Aug 19 2020 3:00 pm UTC 45 mins
    Cloud computing is expected to account for over 70% of all technology and software spending this year and is rapidly gaining market share. The cloud is the battleground being fought over by big tech and has become a high-growth revenue generator for the world's largest companies.

    Join us for this webinar where we will cover how European investors can gain access to this generationally important theme.

    We will cover:

    -The tailwinds propelling the cloud market
    -Who are the leading cloud providers
    -How can investors gain exposure to the cloud theme – HAN-GINS Cloud Technology UCITS ETF (SKYY)

    For professional investors only. When you trade ETFs, your capital is at risk.
  • The Future of IT Webinar Series: Voice of the CIO
    The Future of IT Webinar Series: Voice of the CIO
    Michael Brady, USAA | Edward Contreras, Frost Bank | Kim Fahey, Collegis Education | Cesiah Kessler, Experis NA Aug 19 2020 7:00 pm UTC 60 mins
    How are companies approaching digital transformation and driving it forward? Technology, process, talent -- What critical components define success? What processes are organizations planning to digitize in the near term and what are the skill sets required to drive digital transformation forward?
    Join us as we dig into the answers to these important questions from organizations that are navigating digital transformation in the changing world of work. You’ll gain a view into how other tech leaders are approaching digital transformation and walk away with new ideas and solutions to bring back to your organization.
  • Adapting Your Business Model as the Economy Reopens
    Adapting Your Business Model as the Economy Reopens
    Jay Milbrandt | Colin Hunter | Peyton Jenkins | Shiv Gaglan | Branden Jenkins Aug 20 2020 9:00 am UTC 59 mins
    In this roundtable, we’ll discuss how businesses in nearly every industry are adapting to the impact of staying at home and remote environments. Business models are being tested and transformed in all sorts of interesting ways that are different for each company and across each industry.

    In this webinar, three very different companies tell their stories: Bedford, a B2B manufacturer; bespoke retailer Alton Lane; and health care online learning company Osmosis.

    Watch this webinar where these companies will answer:
    - How they dealt with major shifts in their business
    - How they created new ideas and new directions, and the process of executing those changes
    - How these business model changes will impact them as the economy reopens

    Speakers:
    - Jay Milbrandt, President, Bedford Industries
    - Colin Hunter, President, Alton Lane
    - Peyton Jenkins, Co-Founder and Chief Development Officer, Alton Lane
    - Shiv Gaglan, Co-founder and CEO, Osmosis
    - Branden Jenkins VP of Strategy, Target Markets,Oracle NetSuite
  • The Overlooked Benefit of Recovery Audit
    The Overlooked Benefit of Recovery Audit
    Richard Jackson, Audit Director, PRGX / Nick Williams, Director of Operations, UK Retail, PRGX Aug 20 2020 12:00 pm UTC 60 mins
    The obvious benefit of any recovery audit is it yields significant cash to a company’s bottom line, but there is valuable information that can sometimes be overlooked which could yield a greater return on investment. In this webinar, PRGX experts delve into how a recovery audit can add value through the root cause analysis to help retailers understand why profit is leaked, how best to utilize this information and ensure its true power is unlocked within your organization. Attendees will learn more about the types recommendations they should expect to see in a recovery audit analysis report and come away from the webinar with more understanding on how the root cause analysis can be used avoid future leakage at source by driving a retailer from reactive to a preventive organization.
  • Investing in Gold | Introducing The Royal Mint Physical Gold ETC - RMAU
    Investing in Gold | Introducing The Royal Mint Physical Gold ETC - RMAU
    Andrew Dickey, Division Director - Precious Metals, The Royal Mint & Faisal El-Hakim, Director, Business Development, HANetf Aug 20 2020 2:00 pm UTC 45 mins
    Most Gold ETCs and ETFs available globally custody the precious metals with a small amount of banks who provide services in this space. This makes RMAU different as the gold is custodied at the Royal Mint’s purpose-built vault near Cardiff in Wales. RMAU is also the only Gold ETP that is 100% backed by LBMA responsibly sourced good delivery bars. Investors can also redeem for physical bars and coins of their choice.

    The Royal Mint is the oldest company in Britain established over 1100 years ago by Alfred the Great in 886 AD. The vault was purpose built in the late 1960s when the Mint moved from London. The security was designed originally by the Ministry of Defence.

    This webinar will introduce the Royal Mint and RMAU to clearly show its clear USPs compared to other offerings:

    •Introduce the Royal Mint – history and current business
    •Introduce RMAU: How does it work & how is it constructed
    •Physical delivery options
    •Q&A

    For professional investors only. When you trade ETFs, your capital is at risk.
  • Webinar – Redefining IR best practices during ongoing uncertainty
    Webinar – Redefining IR best practices during ongoing uncertainty
    IR Magazine & Q4 Aug 20 2020 3:00 pm UTC 60 mins
    Six months ago, the reality of the Covid-19 pandemic was beginning to dawn on us all, as the number of cases rose and countries began to enter lockdown. Since then, nearly half of IR teams have either had their budget cut or expect it to be cut this year, according to IR Magazine research. Some companies have watched their stock price plummet and then bounce back again, while others have not been so fortunate. The last few months have been challenging for IROs and, as the uncertainty continues, IR programs need to evolve and adapt to be successful in this environment.

    In this webinar we will look at how the nature of IR has changed and discuss best practices for how companies can navigate this new terrain – from investor targeting and use of management time for virtual investor meetings to budgeting and earnings prep.

    Join our panel of leading IR professionals and advisers who will discuss:

    •What has and hasn’t worked from an IR perspective over the last six months
    •Targeting best practices in a virtual environment
    •Using management time efficiently
    •Taking a fresh look at your IR website
    •Doing more with less: How to be efficient with a smaller budget

    IR Magazine has partnered with Q4 to deliver you this webinar. IR Magazine and Q4 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 may choose to unsubscribe at any time by email with ‘unsubscribe’ in the subject line or by clicking on the “unsubscribe” link in any email from us or Q4. Your data will be processed in accordance with IR Magazine’s privacy policy: www.irmagazine.com/privacy and Q4's privacy policy: www.q4inc.com/privacy-policy
  • All you need to know about investing in AIM for Inheritance Tax
    All you need to know about investing in AIM for Inheritance Tax
    Derek McLay, Stephen Drabwell Aug 25 2020 1:00 pm UTC 45 mins
    Inheritance tax is the most hated tax in the UK and clients are looking for you to help them reduce or eliminate it altogether. But this is not the only challenge. Clients are also looking for a return on their investment.

    So, what is the answer?

    AIM is one of the most successful growth markets in the world and an AIM IHT portfolio can qualify for 100% IHT exemption.

    Want to hear more?

    Join me and our co-founders Stephen and Chris to hear everything you need to know about investing in AIM for Inheritance Tax.
  • What you can't see can cost you
    What you can't see can cost you
    Jonah Kim, Senior Product Marketing Manager Aug 27 2020 3:00 am UTC 46 mins
    Are the blind spots in your employee spending accounted for? You know, the “hidden” travel and entertainment expenses like flights that are booked out-of-system, taxes you don’t realize, or itemized meal expenses submitted incorrectly, or even fraudulently.

    While most systems track clear-cut expenses, the reality is that some costs will slip through traditional methods – a result of insufficiently documented expense policies, cumbersome tools, or simply, varying employee working styles.

    To truly manage spending, you must know what to look for and where to look.

    Join us to hear more from our Senior Product Marketing Manager, Jonah Kim as he discusses:
    - The costs you don’t see, including out-of-system bookings
    - The danger of not knowing these costs, such as not knowing where employees are travelling
    - 5 steps to revealing hidden costs, including what you should know about passive spending
    - The benefits of automated T&E, such as reducing errors and fraud
    If your system can’t capture spending wherever or whenever it happens, you’re not managing all your spending.
  • Taking Finance into the Future
    Taking Finance into the Future
    Peter Simons | Nina Baikoro Aug 27 2020 9:00 am UTC 60 mins
    Operating as a highly effective CFO requires a more business-wide leadership role.

    In addition to maintaining a set of basic habits that make them and their organisations far more adaptable to the pace of digital disruption, the CFO must also add new tools to their belt. Fortunately, none of these habits are too far outside their traditional area of expertise. Rather, they extend and contemporise existing competencies and talents which all effective CFOs should already share.

    We will answer in this webinar:
    - What are the most common habits of highly effective CFOs
    - What role-defining trends are shaping the future of the finance function
    - How you can leverage digital technology to improve your effectiveness as a CFO

    Speakers
    - Peter Simons, Associate Director Research, CIMA
    - Nina Baikoro, Senior Solution Consultant, Oracle NetSuite
  • Investing in Bitcoin Using an Exchange Traded Product
    Investing in Bitcoin Using an Exchange Traded Product
    Bradley Duke, CEO, ETC Group & Andre Voinea, Director DACH, HANetf Aug 27 2020 1:00 pm UTC 45 mins
    ETC Group bring Bitcoin into the fold of regulated financial markets.

    The world’s first centrally cleared Bitcoin ETP - BTCetc Bitcoin Exchange Traded Crypto (BTCE) is providing investors with a safe and transparent way to gain exposure to Bitcoin.

    Join this webinar to hear why the launch of BTCE is a significant milestone for the cryptocurrency community and investors alike and how investors can gain exposure. We will cover:

    • Bitcoin investment case and Bitcoin as an asset class
    • Benefits of using a Bitcoin ETP: What are the benefits to investors in using BTCE over investing directly in Bitcoin? How does BTCE remove the technical challenges of purchasing and storing Bitcoin?
    • BTCetc Bitcoin Exchange Traded Crypto (BTCE) explained: owning and trading Bitcoin through a regulated security
    • Q&A

    For professional investors only. When you trade ETFs, your capital is at risk.
  • Creating a Roadmap to Working Capital Acceleration within S2P
    Creating a Roadmap to Working Capital Acceleration within S2P
    John Heighway, PRGX | Vijay Parekh, PRGX | Leighton Hammett, PRGX Aug 27 2020 2:00 pm UTC 60 mins
    It’s no secret one of the primary goals in today’s business landscape is to maximise working capital and obtain cash on hand. By implementing a self-funding audit program businesses can leverage data, often resulting in risk mitigation and cost reduction bringing value back to their bottom line. However, common challenges continue to persist in both finance and procurement functions including misaligned objectives, budget limitations and difficulties with cross-departmental buy-in.

    This webinar outlines the roadmap to working capital acceleration using synergies across the source-to-pay cycle, exploring the fastest path to value for businesses given the current economic climate while also providing recommendations for mid-term cost savings planning. Attendees will be introduced to an approach to maximise ROI by using the PRGX three pillar approach; recovery audit and root cause analysis, payment terms and days payables outstanding (DPO) optimisation along with contract compliance recovery and prevention.
  • Detecting Racial Bias in Healthcare using Trusted AI
    Detecting Racial Bias in Healthcare using Trusted AI
    Dr. Joydeep Ghosh, Chief Scientific Officer, CognitiveScale Aug 27 2020 4:00 pm UTC 60 mins
    A wide variety of historical and socio-economic factors have led to widespread disparities across races in both access to and consumption of healthcare resources in the USA. Despite the best of intentions, racial biases have also crept into the behavior of machine learning based automated decision making systems that are trained on historical data and are being increasingly deployed in the healthcare industry. The adoption and deployment of such biased AI solutions pose significant business risks, as well as harm to the individuals who are affected by their decisions.

    In this webinar, we show how different aspects of our Trusted AI Approach can help to detect and such biases and help mitigate the associated risks, leading to solutions that are more socially responsible while retaining business value.

    What you will learn from the webinar:
    - pervasive nature of bias in healthcare decision making
    - risk of employing biased AI solutions, with examples
    - how to design more reliable and trustworthy AI
    - bias detection and mitigation exemplified.

    About the presenter:

    Dr. Joydeep Ghosh (PhD ’88) is the Chief Scientific Officer at CognitiveScale, responsible for shaping corporate vision, influencing technology strategy, overseeing algorithmic science, and positioning the company for growth in the coming months and years. Dr. Ghosh is also the Schlumberger Centennial Chair Professor at the University of Texas (UT), Austin with appointments across multiple colleges involved in the theory, design and application of AI-related technologies and systems. He is the founder-director of UT-MINDS, considered among the top academic groups worldwide researching full-stack Machine Intelligence and Decision Systems.
  • Market Outlook Review - 2020 and Beyond. For investors in EMEA
    Market Outlook Review - 2020 and Beyond. For investors in EMEA
    Philip Lawlor, managing director and head of Global Investment Research Sep 2 2020 9:00 am UTC 45 mins
    What markets are discounting and what are the tailwinds & headwinds to risk appetite?

    Join our webinar for an examination of the status of key global market drivers including the macroeconomic, liquidity, valuation, EPS and factor cycles to assess what is already discounted and what constitutes potential positive drivers and potential threats to risk appetite over the next few months.

    We will also consider the impact the forthcoming US Presidential election could have on investor sentiment.

    Key discussion points during this 30-minute global market outlook, will include:

    - What has driven US and EM equity outperformance?
    - Are we on the cusp of a ‘Stagflation’ scare?
    - Belief in the ‘Fed Put’ v fear of a ‘Liquidity trap’
    - Elevated valuations – how should they be interpreted?
    - Glimmers of hope in the profit cycle
    - US election risks
  • Market Outlook Review - 2020 and Beyond. For investors in the Americas
    Market Outlook Review - 2020 and Beyond. For investors in the Americas
    Philip Lawlor, managing director and head of Global Investment Research Sep 2 2020 2:00 pm UTC 45 mins
    What markets are discounting and what are the tailwinds & headwinds to risk appetite?

    Join our webinar for an examination of the status of key global market drivers including the macroeconomic, liquidity, valuation, EPS and factor cycles to assess what is already discounted and what constitutes potential positive drivers and potential threats to risk appetite over the next few months.

    We will also consider the impact the forthcoming US Presidential election could have on investor sentiment.

    Key discussion points during this 30-minute global market outlook, will include:

    - What has driven US and EM equity outperformance?
    - Are we on the cusp of a ‘Stagflation’ scare?
    - Belief in the ‘Fed Put’ v fear of a ‘Liquidity trap’
    - Elevated valuations – how should they be interpreted?
    - Glimmers of hope in the profit cycle
    - US election risks
  • Webinar – In-house legal teams: Preparing for a successful end to 2020
    Webinar – In-house legal teams: Preparing for a successful end to 2020
    Corporate Secretary and CT Corporation Sep 2 2020 3:00 pm UTC 60 mins
    Wednesday, September 2, 2020
    8.00 am PDT / 11.00 am EDT / 4.00 pm BST / 5.00 pm CET
    Duration: 45 minutes

    In the first half of 2020, companies struggled to deal with unprecedented turmoil and challenges not only in keeping their business afloat but also in meeting governance and compliance demands. In-house legal teams have been forced to think creatively to meet their goals while facing internal and external disruptions and a tough commercial climate.

    In this webinar, our panel of experts will discuss what in-house legal teams should be focusing on over the next few months and how they can make sure the second half of the year is a success.

    Topics for discussion include:
    •How can general counsel restructure and focus their team’s work to be effective amid limited or reduced resources?
    •What are best practices for assessing and – where necessary or beneficial – rationalizing global corporate subsidiaries?
    •How can legal teams ensure the company stays in compliance internationally given travel restrictions?
    •What are the key areas where the in-house team can be supporting and working with the board over the next few months on strategic and governance issues?
    •What issues should legal teams be considering and planning for as 2021 approaches?

    Corporate Secretary has partnered with CT Corporation to deliver you this webinar. Corporate Secretary and CT Corporation 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 may choose to unsubscribe at any time by email with ‘unsubscribe’ in the subject line or by clicking on the “unsubscribe” link in any email from us or CT Corporation. Your data will be processed in accordance with Corporate Secretary's privacy policy: www.corporatesecretary.com/content/privacy-policy and CT Corporation’s privacy policy: ct.wolterskluwer.com/privacy-policy.
  • The future of client engagement
    The future of client engagement
    Steven Carroll (Refinitiv), Sebastian Enberg (Asian Private Banker) Sep 3 2020 7:00 am UTC 75 mins
    Within the private wealth management sector, the inability for physical client engagement over the past six months has led private banks to focus their efforts on their digital and analytics infrastructure to enable them to serve their clients effectively. Beyond virtual meetings, the overarching challenge is how to understand and communicate – both internally and externally – changes to how banks now have to conduct business, and how new systems, analytics and data mechanisms can have as positive impact on performance. As private banks in Asia continue to grapple with the impact of forced change in how they operate – from being unable to travel to see clients, to reviewing portfolios remotely – how are they maximising all the relevant tools available to them, and galvanizing their front line staff in preparedness for a ‘new normal’ in client engagement.

    In this talk, Asian Private Banker will bring you insights into how banks have adapted to the changes forced upon them over the past six months, where opportunities have arisen from adopting a more client-centric approach, and where technology has made the difference and become front and centre of banks’ business strategy.
  • New fund launch: BMO LGM Responsible Asian Equity Fund
    New fund launch: BMO LGM Responsible Asian Equity Fund
    Gokce Bulut and Christopher Darling Sep 3 2020 1:00 pm UTC 60 mins
    Join Gokce Bulut and Christopher Darling as they discuss the launch of the new BMO LGM Responsible Asian Equity Fund. They will talk through the focus on equity securities and how the fund will only invest in companies that demonstrate a clear commitment to good governance and sustainability, and they’ll be hosting a Q&A session at the end.
  • Market Outlook Review - 2020 and Beyond. For investors in the APAC region
    Market Outlook Review - 2020 and Beyond. For investors in the APAC region
    Philip Lawlor, managing director and head of Global Investment Research Sep 4 2020 6:00 am UTC 45 mins
    What markets are discounting and what are the tailwinds & headwinds to risk appetite?

    Join our webinar for an examination of the status of key global market drivers including the macroeconomic, liquidity, valuation, EPS and factor cycles to assess what is already discounted and what constitutes potential positive drivers and potential threats to risk appetite over the next few months.

    We will also consider the impact the forthcoming US Presidential election could have on investor sentiment.

    Key discussion points during this 30-minute global market outlook, will include:

    - What has driven US and EM equity outperformance?
    - Are we on the cusp of a ‘Stagflation’ scare?
    - Belief in the ‘Fed Put’ v fear of a ‘Liquidity trap’
    - Elevated valuations – how should they be interpreted?
    - Glimmers of hope in the profit cycle
    - US election risks

    *This webinar qualifies for 0.5 PL credit under the guidelines of the CFA Institute Professional Learning Program.
  • European Equities: Coming out of the shade? An Octo HOT TOPIC virtual lunch
    European Equities: Coming out of the shade? An Octo HOT TOPIC virtual lunch
    Octo members Sep 4 2020 12:00 pm UTC 75 mins
    Octo members have been debating, discussing and asking questions on and off the app. We will be putting those questions to 3 leading managers. Join the debate and put your own questions to the managers.
  • Solving Spent Management Challenges for Better Visibility & Control
    Solving Spent Management Challenges for Better Visibility & Control
    Elise Shen, Senior Solutions Consultant, Mark Wilfred, Head of Presales, SEA, SAP Concur Sep 8 2020 3:00 am UTC 58 mins
    Thinking about how to keep a healthy float for your business?
    In this session we will be looking at some tips & tricks to help your business managing your cash advances and petty cash process. Join us as we look at how these useful tips are transforming the way that Expense Management is handled by the Finance function in organisations today.
    This session will introduce:
    1) Addressing Top Spend Management Challenges
    - Challenges for keeping better visibility & control
    2) Introducing Cash Advance & Petty Cash from SAP Concur
    - Track cash advances through managed process.
    - Increase accountability for individual user at every transaction.
    - Agile reporting capability to provide visibility into the organisation's spend
  • The ETF Revolution | How to Enter the European ETF Market
    The ETF Revolution | How to Enter the European ETF Market
    HANetf, A&L Goodbody, BNY Mellon, RBC Capital Markets & London Stock Exchange Sep 8 2020 2:00 pm UTC 90 mins
    Asset managers, banks and insurance companies are now looking at ETFs as a serious strategic opportunity that will enable them to grow and meet the needs of modern investors.

    Hear from A&L Goodbody, BNY Mellon, RBC Capital Markets, London Stock Exchange and HANetf on how to launch an ETF in the European market.

    We will cover:

    - Introduction & overview of the European ETF opportunity
    - Explanation of the UCITS regime, legal process & other regulatory considerations
    - Challenges of market making across multiple exchanges
    - The role of the custodian & administrator in the European market
    - Listing and trading ETFs on London Stock Exchange
    - Q&A

    For professional investors only.