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Financial Planning and Analysis

  • Miton UK Multi Cap Income Webinar
    Miton UK Multi Cap Income Webinar
    Gervais Williams Recorded: Mar 19 2019 42 mins
    In this webinar, Gervais Williams, co-manager of the LF Miton UK Multi Cap Income Fund, will provide an update on the fund and its positioning as well as giving his thoughts on the market more generally.
  • Account Takeover Fraud: How To Protect Your Business
    Account Takeover Fraud: How To Protect Your Business
    FinTech Futures and OneSpan Recorded: Mar 19 2019 56 mins
    The financial industry considers Account Takeover Fraud as the most common cause of loss to their digital business. Fraudsters gain unauthorized access to accounts using many different techniques. Financial institutions need to take proactive measures and a multi-layered approach to monitor, detect and block fraudulent transactions.

    How can you prevent Account Takeover Fraud and protect your business?

    Join us for a FinTech Futures webinar, in association with OneSpan, on Tuesday, 19 March 2019, to hear experts discuss:

    - Different techniques leading to account takeover attacks (real cases)
    - How to effectively protect your users without compromising on user convenience
    - How to select and implement security tools to improve authentication, protect the mobile channel and monitor fraud
    - How to accurately analyze risks based on artificial intelligence and machine learning

    Don’t miss out on this informative webinar. Register today and secure your seat!

    SPEAKERS
    Ralitsa Miteva, Business Solution Manager – Risk Analytics and Fraud Detection, OneSpan
    David Vergara, Director of Product Marketing, OneSpan
  • Why Brexit will hurt productivity in Financial Services the most...
    Why Brexit will hurt productivity in Financial Services the most...
    Mark Elwood - Marketing Director, TeleWare Recorded: Mar 19 2019 44 mins
    ... and the technologies that will prevent it.

    Join this webinar to hear how technology is creating a mobility-enabled workforce to increase productivity in financial services and the lessons other sectors can learn.

    In the words of Nobel Laureate Paul Krugman ‘productivity isn't everything, but in the long run it is almost everything.’

    Creating a modern workforce that has access to the technology that will improve productivity is key to ending the productivity crisis. TeleWare, working with Financial Services clients are helping create a mobile-enabled workforce designed to improve productivity. These lessons can be adopted in many vertical sectors, particularly in a post-GDPR and Brexit world.

    Find out:
    • Why you should be focusing on increasing productivity in your business
    • How enabling your employees to use the latest technology with no cost to your business can improve employee satisfaction and create growth
    • Why mobility is the secret weapon in the fight against stagnant productivity growth
    • Which technologies you should be thinking about to create a mobility-enabled workforce

    Join us for this insightful webinar that explores the technologies firms are adopting to help increase productivity and to beat their competition.
  • Fintech news weekly round-up – 18 March 2019
    Fintech news weekly round-up – 18 March 2019
    FinTech Futures Recorded: Mar 18 2019 3 mins
    FinTech Futures and KAE, a strategic marketing consultancy firm, bring you short and sweet round-ups of the week’s selected news stories.

    This week's video covers:

    - Banks facing PSD2 catch-up if not API-ready
    - PayPal to invest $750m in Argentinian e-commerce giant MercadoLibre
    - Stash piles on rewards with stock-back launch
    - Mastercard acquires Ethoca for e-commerce fraud protection

    For more fintech news, please visit www.bankingtech.com or sign up to our daily newsletter here: http://bit.ly/2JmBdpZ
  • Will Your Portfolio 'Like' Social Media?
    Will Your Portfolio 'Like' Social Media?
    HANetf and Anthony Ginsberg, Founder, GinsGlobal Investment Management Recorded: Mar 18 2019 42 mins
    There is a seismic shift occurring in the way we consume information and entertainment content. This change in consumer behavior is having a significant knock-on effect for advertisers as audiences are spending more time looking at their phones than TVs. With almost a third of the world active social media users, and with online advertising spending expected to reach $274 billion by 2020, we explore how social networks, such as Snapchat, Facebook and Weibo are benefiting from this huge advertising disruption.
  • IR Magazine Webinar – Why cannabis firms could be the next big thing
    IR Magazine Webinar – Why cannabis firms could be the next big thing
    IR Magazine and Bloomberg Recorded: Mar 14 2019 46 mins
    The growing tide of support behind the legalization of cannabis – whether for medical or recreational use – is already transforming the face of the capital markets in North America. Where the drug was once bought and sold on street corners, lawmakers are now waking up to the potential benefits of marijuana – and the lucrative market the plant is steadily creating.

    Once the preserve of small ‘mom-and-pop’ operations, cannabis is rapidly becoming a multi-billion dollar industry, with both its own players – the likes of Canopy Growth Corp, Tilray and Aurora Cannabis – and a growing trend of large consolidating brands moving into the space. In fact, the industry could be worth $100 bn within 10 years, according to recent estimations.

    In this IR Magazine Webinar, held in association with Bloomberg, expert panelists will dive into the trends that define the cannabis industry, the wave of state approvals that could lead the way to federal legalization, and the implications the blooming industry has for the future role of IR.

    IR Magazine has partnered with Bloomberg to deliver you this webinar. IR Magazine and Bloomberg 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 Bloomberg. Your data will be processed in accordance with IR Magazine’s privacy policy: https://www.irmagazine.com/privacy and Bloomberg’s privacy policy: https://www.bloomberg.com/notices/privacy/
  • Ingenious Real Estate Growth Service
    Ingenious Real Estate Growth Service
    Gabrielle Beaumont Recorded: Mar 14 2019 37 mins
    Watch Gabrielle Beaumont, Senior Investment Director, introduce the key features and benefits of our Real Estate Growth Service:
  • Infrastructure Ventures EIS Service
    Infrastructure Ventures EIS Service
    Guy Ranawake Recorded: Mar 14 2019 22 mins
    Watch Guy Ranawake, Investment Director discuss our current Infrastructure EIS Service
  • Building a More Customer-Centric Banking Experience
    Building a More Customer-Centric Banking Experience
    Envestnet | Yodlee and FinTech Futures Recorded: Mar 13 2019 58 mins
    AI-driven technology has quickly become an integral part of our lives – from helping us find the best deals to selecting the music we listen to. For today’s financial service providers, AI-driven conversational banking tools are driving renewed customer engagement and becoming a major part of how digitally savvy customers manage their day-to-day finances.
    Join us for this webinar with a panel of AI and financial industry experts. We will discuss how artificially intelligent banking chatbots, combined with a best-in-class financial wellness experience, are empowering customers and helping financial service providers be more competitive and profitable in the age of customer-centric banking.

    Sign up for our webinar to learn how:

    •AI-driven chatbots are changing the digital financial experience and impacting today’s financial service providers

    •How enterprise-grade, secure, scalable, and compliant AI-powered chatbots can empower your customers

    •How conversational banking chatbots, combined with best-in-class financial wellness solutions, can help customers better manage their financial lives

    Join us as we discuss the leading trends in AI-driven financial services and find out how you can build a more engaging digital banking experience for your customers.

    Speakers:
    Tiffani Montez, Senior Analyst, AITE Group
    Keith Armstrong, Sr. Director Marketing, Envestnet | Yodlee
    Katy Gibson, VP Product Management, Envestnet | Yodlee
  • MrExcel Webinar: New Year, New Excel Tips
    MrExcel Webinar: New Year, New Excel Tips
    Bill Jelen - a real-life Excel expert. Bill has over 29 years of spreadsheet experience. Recorded: Mar 13 2019 57 mins
    Welcome to a new year with insightsoftware! We will continue to revolutionise your financial reporting through inviting you to some exciting webinars showcasing reporting tips & tricks from a variety of solutions that we offer.

    Kick off 2019 by advancing your Excel skills! Join Bill Jelen a.k.a, MrExcel as he talks about the amazing new features announced for Office 365 editions of Microsoft Excel.

    Finance and accounting professionals or anyone interested in improving their Microsoft Excel skills are encouraged to attend.
  • Stockpicking below the mega cap radar
    Stockpicking below the mega cap radar
    Thomas Brown & Carlos Moreno Recorded: Mar 13 2019 37 mins
    In this webinar, Thomas Brown and Carlos Moreno, fund managers of the LF Miton European Opportunities Fund, will look at the attraction of quality, growth stocks in Europe while discussing their outlook and positioning for the fund.
  • EM Debt in 2019 – don’t call it a comeback
    EM Debt in 2019 – don’t call it a comeback
    Jim Barrineau, Head of EMD Relative, Schroders Recorded: Mar 7 2019 19 mins
    Emerging market debt has had a remarkable run so far in 2019, but is this just a tactical play in the wake of a challenged year for risk assets? We think it’s more than that. EMD remains a strategic asset class play, and Schroders’ Head of EMD Relative Jim Barrineau will explore the ways in which EMD is attractive as the risk-free rate peaks.

    He will also discuss where he sees the best opportunities among both hard- and local-currency debt, and how investors can be strategic with their EMD allocations in 2019.
  • AWS Tag Management for Cost Allocation
    AWS Tag Management for Cost Allocation
    Jeff Harris Recorded: Mar 5 2019 27 mins
    Are you looking to have policy driven tag management for AWS? Want to learn how Yotascale automate the process of tagging AWS resources?

    In this webinar, we’ll sit down with Senior Solutions Architect, Jeff Harris, to explore how to take your AWS tag health to the next level with contextual cost allocation by application or business unit.

    Register now to learn how to:

    • Set auto-tagging policies to manage and track all cloud resources.
    • Enable insight into your usage and cost centers
    • Flag resources that are missing mandatory tags or have invalid tags

    Tune in Tuesday, March 5th at 2pm ET / 11am PT. If you can't make the webinar, register anyway and we'll send you the recording.
  • Infrastructure for Income Webinar
    Infrastructure for Income Webinar
    Jim Wright, fund manager on the LF Miton Global Infrastructure Income Fund Recorded: Feb 28 2019 45 mins
    In this webinar, Jim Wright, fund manager on the LF Miton Global Infrastructure Income Fund, discusses the characteristics of infrastructure assets and how they can be used effectively to generate a growing and sustainable income, as well as highlighting the asset class' defensive characteristics as shown in the recent market pull-back.
  • Altegris Multi-Strategy Fund: Year in Review
    Altegris Multi-Strategy Fund: Year in Review
    Josh Goldstein, President/COO, Verition | Miguel Sosa, Portfolio Strategist, Artivest Recorded: Feb 27 2019 43 mins
    Please join us for an interactive webcast on the Altegris Multi-Strategy Fund. During the session, you will hear from Josh Goldstein, President and Chief Operating Officer at Verition, who will discuss:

    - Verition overview, investment philosophy, process, and risk management
    -Recent performance commentary
    -Current opportunity set and outlook for 2019
  • Ask the Experts – Challenges & Opportunities with Mobile Workforces & UC
    Ask the Experts – Challenges & Opportunities with Mobile Workforces & UC
    Mark Elwood - Marketing Director, TeleWare Recorded: Feb 27 2019 31 mins
    Mobile working is happening in increasing numbers of businesses. The prize is enormous for businesses who get mobile working right in terms of productivity improvements and happier employees. However recent research carried out on behalf of TeleWare highlight several challenges employers and employees face with increasingly mobile workforces.

    So, why aren’t more businesses and employees getting more benefits out of mobile working?

    Join our panel discussion to find out more about these insights and toget all your questions answered live on how to overcome these challenges.

    Topics we plan to cover:
    • The top 3 challenges employees face when working remotely
    • Is GDPR holding you back unnecessarily?
    • Which types of applications, unified communications and collaboration tools are making an impact
    • Why cloud communication technology is crucial to mobility, productivity and connectivity

    As well as sharing exclusive content, there will be opportunities to ask our expert panellists about any burning issues around mobile working beforehand or during the webinar. So, if there is anything you would like to cover, please get in touch.

    Marketing Director, Mark Elwood will host the session and he will be joined by experts:

    • Steve Haworth – TeleWare CEO
    • Nigel Simpson – Sales Manager
  • Fintech news weekly round-up – 25 February 2019
    Fintech news weekly round-up – 25 February 2019
    FinTech Futures Recorded: Feb 25 2019 3 mins
    FinTech Futures and KAE, a strategic marketing consultancy firm, bring you short and sweet round-ups of the week’s selected news stories.

    This week's video covers:

    - Three UK challenger banks have been granted a combined £280M from the so called ‘capability and innovation fund’ set up by the Royal Bank of Scotland
    - Adyen launches an open banking-powered payment solution, claiming to provide an alternative to card payments
    - Jurisdictions across the world are combating cashlessness
    - South Korea's Seoul Metropolitan Government announced plans to invest over US$1B in FinTech start-ups over the next three years

    For more fintech news, please visit www.bankingtech.com or sign up to our daily newsletter here: http://bit.ly/2IB5Nvy
  • The ROI of AI: Converting Conversational AI into Revenue for Banks
    The ROI of AI: Converting Conversational AI into Revenue for Banks
    FinTech Futures, Finn AI, Juniper Research Recorded: Feb 20 2019 61 mins
    Conversational AI has changed the way people bank, delivering enhanced user experiences and re-establishing trust. But what can this new technology do for your bottom line? As it turns out, it can do quite a lot.

    Join Steffen Sorrell, Principal Analyst at Juniper Research, on Wednesday, February 20th, 2019 as he discusses how conversational AI can deliver solid business results. Using industry examples and findings from Juniper’s research, Steffen offers strategies for unlocking value in your bank’s top and bottom lines with Conversational AI.

    Discover how to increase customer lifetime value and retention and reduce customer acquisition and service costs by:

    •Simplifying customer purchasing cycles
    •Delivering personalized services
    •Leveraging data to provide contextually-relevant offers
    •Increasing conversion rates

    Interested in learning how to calculate the return on investment in conversational AI for your unique organization?

    Sign up for our webinar!
  • Balancing the Risks of  Today with an Eye on the Risks of Tomorrow
    Balancing the Risks of Today with an Eye on the Risks of Tomorrow
    Alec Arons, National Practice Leader Advisory Services, Experis Finance Recorded: Feb 19 2019 61 mins
    Experis Finance is pleased to continue our Hot Topics webinar series in 2019. Our goal is to provide you with a series of webinars that provide practical insights on topics of interest to internal audit, information security, and compliance professionals.

    Our upcoming session covers Balancing the Risks of Today with an Eye on the Risks for Tomorrow.

    For the internal audit function to add value when assessing and evaluating risks it is important to look at the risks that matter most today with an eye on the risks that will matter tomorrow. All functions are expected to provide assurance relative to compliance, cyber and financial reporting risks. A forward-thinking department needs to have a deeper understanding of organizational strategy, technology trends, and disruptive business trends that will impact risk in the future. Corporate audit has the data and knowledge of the business to evaluate organization maturity and agility to take on new initiatives and the related risks.

    •Defining the balance between high-focus areas - cyber, compliance, and financial reporting - against disruptive trends and technology
    •Assessing organizational readiness for disruption and emerging trends
    •Managing expectations of the board and audit committee
  • Fintech news weekly round-up – 18 February 2019
    Fintech news weekly round-up – 18 February 2019
    FinTech Futures Recorded: Feb 18 2019 3 mins
    FinTech Futures and KAE, a strategic marketing consultancy firm, bring you short and sweet round-ups of the week’s selected news stories.

    This week's video covers:
    • Monzo has opened a waiting list for its business account and is accepting the first 100 applicants for Beta testing
    • Ant Financial has agreed to buy UK currency exchange and cross-border money transfer start-up WorldFirst in a $700M deal
    • The AP automation start-up MineralTree has announced new virtual card capabilities
    • This week the spread of open banking services has expanded as Yolt and Llyods both released new solutions

    For more fintech news, please visit www.bankingtech.com or sign up to our daily newsletter here: http://bit.ly/2Nd5QML
  • Credit Insights with David Knutson
    Credit Insights with David Knutson
    David Knutson, CFA, Head of Credit, Americas, Schroders Recorded: Feb 14 2019 38 mins
    In this edition of Credit Insights, David looks at the explosion of triple-B bonds in the IG universe, the recent high yield retracement, and what the Year of the Pig may have in store regarding China’s economic growth & the trade war dispute.
  • 2019 KKR Macroeconomic Outlook
    2019 KKR Macroeconomic Outlook
    Henry McVey, Eric Bundonis Recorded: Feb 12 2019 59 mins
    Join us for a live webcast of the 2019 Macroeconomic Outlook, where Henry and Eric will address topics we believe will be important in the incoming year, including:

    · US Federal Reserve’s current approach to raising rates and reducing liquidity
    · Impact of trade relations on economic growth
    · Outlook for equity markets
    · The future of corporate debt markets
    · Diversification opportunities and volatility risks
  • Dissecting Market Narrative - Miton Multi Asset Webinar
    Dissecting Market Narrative - Miton Multi Asset Webinar
    David Jane & Anthony Rayner Recorded: Feb 7 2019 42 mins
    As markets continue to grapple with the uncertainties of geopolitical events across the globe, Miton multi asset fund managers David Jane and Anthony Rayner will give their insights, thoughts and positioning in this webinar.
  • HANetf | The greatest growth story in the history of capitalism
    HANetf | The greatest growth story in the history of capitalism
    HANetf and Kevin Carter Founder & Chief Investment Officer, EMQQ Recorded: Feb 6 2019 31 mins
    As the trade war with China rages on and emerging market equities enter a full bear market, do you know the best opportunities to capitalize on in 2019? HANetf and EMQQ Index will explore the improving fundamentals in the consumer growth story of emerging markets and identify a unique set of circumstances created for investors by the trade war.
  • Fintech news weekly round-up – 4 February 2019
    Fintech news weekly round-up – 4 February 2019
    FinTech Futures Recorded: Feb 4 2019 3 mins
    FinTech Futures and KAE, a strategic marketing consultancy firm, bring you short and sweet round-ups of the week’s selected news stories.

    This week's video covers:

    - Fintech companies raised a record $39.6BN in 2018
    - Tiger makes Stripe roar with $100m funding
    - Swift links up with R3 for trading on blockchain
    - The Global Financial Innovation Network has set up a cross-jurisdictional FinTech sandbox

    For all the latest fintech news, please visit www.bankingtech.com
  • IR Magazine webinar – Putting the ‘S’ in ESG
    IR Magazine webinar – Putting the ‘S’ in ESG
    IR Magazine, Corporate Secretary and Intelligize Mar 21 2019 4:00 pm UTC 60 mins
    How your business operates within a broad societal context is core to the longevity of your business. Larry Fink’s 2019 letter to CEOs highlights that profits and purpose are inextricably linked. When looking at ESG issues, social impacts are often lumped in with environmental and governance issues – but investors are increasingly seeking deeper information about a company’s social impacts as a stand-alone consideration.

    A new generation of retail investors is increasingly concerned about topics like executive remuneration, board diversity or social and human rights issues throughout a company’s supply chain. New index products have appeared that screen for firms with good practices. Furthermore, the pool of institutional investors that integrate ESG factors into their investment and voting decisions is rapidly growing, as is the expectation for companies to incorporate a social narrative into their equity story, and disclose information on social factors – something that is notoriously hard to quantify.

    IR Magazine has partnered with Intelligize to deliver you this webinar. 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 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 Intelligize. Your data will be processed in accordance with IR Magazine’s privacy policy: https://www.irmagazine.com/privacy and Intelligize’s privacy policy: https://www.intelligize.com/privacy-policy/
  • Three keys to business planning success in 2019
    Three keys to business planning success in 2019
    Simon Tucker, Anaplan | Ron Dimon, Deloitte Consulting | Chandana Gopal, IDC | Jeff Brobst, Seagate Mar 25 2019 10:15 am UTC 58 mins
    Business planning is a simple idea in concept but in reality, it’s a complex activity woven of data, people, process, and plans. We surveyed 1000+ planning professionals across 45 countries and 18 industries to shed light onto how organizations are accelerating business value through Connected Planning.
    In this webinar, we will discuss the key findings and ask our panel of experts for their predictions on how organizations should plan their way to success in 2019 and beyond.

    In this webinar, our panel will:
    •Share their business planning predictions for 2019
    •Discuss the most intriguing data from the survey
    •Provide tips on turning Connected Planning into a competitive advantage

    About the speakers:
    Simon brings over 15 years of experience in EPM and BI to Anaplan. Prior to Anaplan, Simon was head of product marketing for Adaytum until the acquisition by Cognos in 2003.

    Ron Dimon has been designing and implementing EPM and Connected Planning solutions for 18 years. The author of “Enterprise Performance Management Done Right” (Wiley, 2013) and the forthcoming “Connected Planning: A Playbook for Agile Decision Making” (Wiley, Dec. 2018), Ron helps clients improve their strategic, financial, and operational performance through better planning, analytics, and decision-making.

    Chandana Gopal is Research Manager for IDC Business Analytics software responsible for the advanced and predictive analytics practice. Ms. Gopal’s core research coverage includes the vendor and buyer research in BI and predictive analytics.

    Jeff Brobst is responsible for driving optimal financial results through the implementation and management of world-class processes and systems in addition to developing high performance teams. His expertise not only relates to financial planning processes and systems implementations but also accounting & business process management.
  • Ask the Experts – Challenges & Opportunities with Mobile Workforces & UC
    Ask the Experts – Challenges & Opportunities with Mobile Workforces & UC
    Mark Elwood - Marketing Director, TeleWare Mar 26 2019 2:00 pm UTC 30 mins
    Mobile working is happening in increasing numbers of businesses. The prize is enormous for businesses who get mobile working right in terms of productivity improvements and happier employees. However recent research carried out on behalf of TeleWare highlight several challenges employers and employees face with increasingly mobile workforces.

    So, why aren’t more businesses and employees getting more benefits out of mobile working?

    Join our panel discussion to find out more about these insights and toget all your questions answered live on how to overcome these challenges.

    Topics we plan to cover:
    • The top 3 challenges employees face when working remotely
    • Is GDPR holding you back unnecessarily?
    • Which types of applications, unified communications and collaboration tools are making an impact
    • Why cloud communication technology is crucial to mobility, productivity and connectivity

    As well as sharing exclusive content, there will be opportunities to ask our expert panellists about any burning issues around mobile working beforehand or during the webinar. So, if there is anything you would like to cover, please get in touch.

    Marketing Director, Mark Elwood will host the session and he will be joined by experts:

    • Steve Haworth – TeleWare CEO
    • Nigel Simpson – Sales Manager
  • Exploiting opportunities in the closed-end fund sector
    Exploiting opportunities in the closed-end fund sector
    Nick Greenwood & Charlotte Cuthbertson Mar 27 2019 11:30 am UTC 45 mins
    In this webinar, fund manager Nick Greenwood and closed-ended fund analyst Charlotte Cuthbertson will discuss how they look for pricing opportunities in the investment trust world, and the factors that they look for to identify these opportunities.
  • Dynamic EPM Reporting in 15 Minutes
    Dynamic EPM Reporting in 15 Minutes
    Dan Phillips Mar 28 2019 10:30 am UTC 26 mins
    Do you feel like your group financial data isn't telling a clear story? Are you spending too much time creating dull, static reports and dashboards, and then recreating them each time the data changes?

    I'd like to introduce you to CXO Software. Specifically for executives and the enterprise organisations they manage, CXO Software has demonstrated significant ROI at organisations including Mercedes-Benz, McDonalds, Sage, G4s, and many others.

    Join the CXO VP of North American Sales, Dan Phillips, on 28 March for a 15-minute webinar demonstrating how CXO Software enables you to build dynamic, interactive dashboards and reports directly from your EPM data.
  • A digital approach to Zero-based budgeting
    A digital approach to Zero-based budgeting
    Danielle Dahlstrom, Anaplan | Omar Aguilar, Deloitte | Michael Puleo, Deloitte | Ed Majors, Deloitte | Ron Dimon, Deloitte Apr 2 2019 9:00 am UTC 62 mins
    Zero-based budgeting is an approach to achieving sustainable cost management by developing a bottom-up budget directly aligned with the organization’s strategic objectives. In theory, this forces decision makers to continuously look at the organization’s resource allocations with fresh eyes, free from the limitations of past assumptions.

    How well does this theory translate into practice? In this webcast, we’ll discuss:
    •How to determine if your organization is a good candidate for ZBB, where to start, and how to promote organizational acceptance and avoid technology challenges
    •Why a digital approach to ZBB can make the process faster, easier, and more effective
    •How Deloitte’s Anaplan-based “ZBB-in-a-box” solution can be deployed to quickly identify, deliver, and sustain cost savings

    Speakers
    Danielle has worked in the finance and planning technology industry for over 18 years. Danielle joined Anaplan in 2018 and works with customers in finance as they look to drive differentiation for their organizations leveraging the Anaplan platform.
    Omar is the global leader of the Strategic Cost Transformation service offering for Deloitte Consulting LLP, focused on supporting and serving multinationals and local clients across the globe.
    Michael is a Managing Director focusing on Strategic Cost Transformation leading more than 20 cost reduction engagements. He has been with Deloitte over 20 years, supporting engagements in manufacturing, consumer products, life sciences, media.
    Ed is a Principal in Deloitte’s Enterprise Operations practice. Ed has 20+ years of experience working with companies to design and implement world-class business processes, organizational models, and technology solutions that increase their revenues and profitability
    Ron has been designing and implementing EPM and Connected Planning solutions for 18 years. Ron helps clients improve their strategic, financial, and operational performance through better planning, analytics, and decision-making.
  • IR Magazine Webinar – Rise of passive investing
    IR Magazine Webinar – Rise of passive investing
    IR Magazine and Q4 Apr 4 2019 3:00 pm UTC 60 mins
    The rise of passive investing has been one of the defining themes of asset management over the past decade. While this significant shift from active to passive investment has sparked wide-ranging research and commentary about its effects on the wider economy, it is time to assess how IR teams globally can have any impact on the decision-making process of a passive investor.
    We will explore how these index-based investors make decisions, how they perceive a company’s equity story and how an IR team can stand out in an increasingly data-driven world.
    We will explore the need for greater disclosure around corporate governance policy, board structure and sustainability policy in order to be included in indexes.
    • Understanding passive investment behavior: The decision-making process and impact on your stock
    • Importance of ESG: Engaging passive funds through governance channels to drive shareholder value and prevent activist situations
    • Resource check: Evaluating return on time invested in proactively targeting passive investors. How does this change how you work with active fund managers?
    • Stock up your toolkit: What skill-set should you be looking to add to your team to get proactive with passive?
    • Understanding the original thesis behind an index and understanding why your stock is, or isn’t, included in it

    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: https://www.irmagazine.com/privacy and Q4’s privacy policy: https://www.q4inc.com/privacy-policy/default.aspx
  • Public sector pension funds leading from the front: ESG frontiers in integration
    Public sector pension funds leading from the front: ESG frontiers in integration
    Responsible Investor Apr 5 2019 4:00 pm UTC 60 mins
    An ESG Webinar focussing on green bonds from an institutional investor perspective | From pioneering Clean Energy Bond programs to flexing their stewardship muscle on key social issues during the proxy season, state and municipal treasurers are waking up to their influence in the capital markets.

    This unique webinar will explore the market power of public sector pension funds in accelerating the energy transition, enhancing corporate governance standards at the world’s largest corporations, and in addressing key social issues holding back economic growth - inequality and systematic under-investment in human capital development, public healthcare, education and transport infrastructure.

    Join us to learn how state and municipal treasurers are responding to key ESG themes. Find out who is leading the way, and what lessons have been learned en route to more robust ESG integration and long-term value creation.

    SPEAKERS (TBC)
    ● Beth Pearce, ​ Vermont State Treasurer
    ● Tobias Read​, Oregon State Treasurer
    ● Scott Stringer​, Comptroller, New York City Pension


    Moderator:​ Paul Verney, Journalist, Responsible Investor
  • The modern supply chain: A value-based approach
    The modern supply chain: A value-based approach
    Lora Cecere, Founder, Supply Chain Insights | Vivek Soneja, Global Head of Supply Chain Solutions, Anaplan Apr 9 2019 9:00 am UTC 60 mins
    It’s time to adapt a value-based approach to supply chain management, redefine what “planning” means, align your organization to use planning systems, and harness the power of cognitive computing and machine learning.

    Join Lora Cecere, founder of Supply Chain Insights, and Vivek Soneja, Global Head of Supply Chain Solutions at Anaplan, as they discuss the future of supply chain management and share best practices for leading the way to a new supply chain standard.

    In this webinar, you’ll learn:
    •Why value needs to replace volume as the goal of supply chain planning
    •How planning as a concept is being redefined
    •How asking “what if” can lead to making value-based decisions

    About the speakers

    Lora Cecere is the founder of the research firm Supply Chain Insights. The company helps supply chain leaders pave new directions in supply chain management.
    Lora is the author of the enterprise software blog Supply Chain Shaman and her weekly posts are read by 15,000 readers. She also writes a blog for Forbes and is a Linkedin INfluencer. She has 100,000 followers around the globe. Her co-authored book, “Bricks Matter,” was published in December 2012, and her book “Supply Chain Metrics That Matter” was published in December 2014.

    Vivek is a Managing Partner on Anaplan’s Business Transformation team. With more than 20 years of consulting and industry experience, Vivek’s management expertise includes business/IT/operations strategy, business transformation, enterprise improvement, supply chain management, and program management. He also has strong expertise in managing and delivering large and complex technology-enabled transformation programs.
  • Three Keys to Planning
    Three Keys to Planning
    Jeff Brobst- Seagate, Ron Dimon- Deloitte, Chandana Gopal- IDC, Simon Tucker- Anaplan Apr 15 2019 4:00 pm UTC 60 mins
    Business planning is a simple idea in concept but in reality, it’s a complex activity woven of data, people, process, and plans. We surveyed 1000+ planning professionals across 45 countries and 18 industries to shed light onto how organizations are accelerating business value through Connected Planning.

    In this webinar, we will discuss the key findings and ask our panel of experts for their predictions on how organizations should plan their way to success in 2019 and beyond.

    In this webinar, our panel will:

    - Share their business planning predictions for 2019
    - Discuss the most intriguing data from the survey
    - Provide tips on turning Connected Planning into a competitive advantage
  • IR Magazine & Corporate Secretary Webinar – ESG for investor relations officers
    IR Magazine & Corporate Secretary Webinar – ESG for investor relations officers
    IR Magazine, Corporate Secretary and S&P Global Apr 23 2019 3:00 pm UTC 60 mins
    Investor interest in ESG issues continues to grow. Evidence is mounting that environmental and social issues can be financially material to business performance. Companies are responding to these market signals, with more than 85 percent of S&P 500 companies now reporting on their ESG and sustainability performance in some form.

    Although climate risk and diversity continue to be top issues of interest to investors, there are hundreds of ESG metrics that companies are being scored on. While ESG roadshows may be the norm in Europe, they are just starting to gain traction with US companies. How should investor relations officers (IROs) prepare for this new wave of investor appetite?

    •Why do IROs need to create a compelling narrative on ESG performance that is aligned with the business strategy, and what should that narrative include?
    •Why should IROs prioritize and focus on the most material ESG issues to the business, and how do you determine what those are?
    •What are some best practice examples of strategies and tactics that leading companies are using to build capacity within IR and corporate governance departments to communicate with investors on ESG issues?
    •How are companies engaging with investors on ESG issues to competitively differentiate business performance on ESG risk management and governance

    IR Magazine has partnered with S&P Global to deliver you this webinar. IR Magazine and S&P Global 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 S&P Global. Your data will be processed in accordance with IR Magazine’s privacy policy: www.irmagazine.com/privacy and S&P Global's privacy policy: https://www.spglobal.com/en/privacy
  • Fuel Market Monitor Webinar
    Fuel Market Monitor Webinar
    Paul Holland. Chief Operating Officer at FLEETCOR; Nick Webb VP of Product and Marketing at FLEETCOR Apr 30 2019 9:00 am UTC 45 mins
    An Inside View… news, views and facts about the fuel landscape – with a special focus on alternative fuels.

    Welcome to the 2nd of our series of webinars on issues facing fleet management and the fuels market in the UK today. During this session, we will follow on from our first webinar and provide:

    - An update on global fuel pricing and what’s been driving change.

    - A brief update on the UK fuel market including our observations on the impact of Brexit.

    - The evolution of the changing fuel market and how we think this may be impacted over the next few years with the introduction of alternative fuels.

    While we don’t have a crystal ball, we do have decades of experience of the fuel market to draw on. Our fuel cards enable over 50,000 UK businesses to keep their 1.5 million drivers on the road: making deliveries, taking orders, meeting clients and colleagues, giving presentations, and all the other activities that are essential to the success of every business.

    Every time one of our fuel cards is used, it gives our customers valuable information about each journey. And it gives us information that is unattainable elsewhere about fleets and fuel prices, outside influencing factors, journeys and driver behaviour. In short, it helps us to know the fuel market inside out. This focus has given us an unparalleled knowledge, which you could be using in your own business.

    Focus on fuel

    Join Our Chief Operating Officer, Paul Holland, and Nick Webb, our VP of Product and Marketing, as they share with you the insight gained from working with businesses such as yours.
  • The future of finance? Global perspectives on blended finance and the SDGs
    The future of finance? Global perspectives on blended finance and the SDGs
    Responsible Investor Apr 30 2019 3:00 pm UTC 60 mins
    The OECD defines blended finance as “the strategic use of development finance for the mobilization of additional finance towards the SDGs in developing countries.” This RI webinar will move beyond definitions, to drill down into key areas of the blended finance debate. If achieving the SDGs requires a massive infrastructure build-out to provide clean water and sanitation (SDG6), affordable and clean energy (SDG7), and health centres and hospitals in urban and rural areas (SDG3), is blended finance up to the task? Expert speakers will present case studies on the integration of blended finance structures into existing investment strategies and explain how blended.