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Financial Planning and Analysis

  • CECL Planning & Implementation: Smaller, Less Complex Financial Institutions
    CECL Planning & Implementation: Smaller, Less Complex Financial Institutions C. Michael Baron, Erik Mahlke, and John R. Fleming with Experis Recorded: May 24 2018 61 mins
    Issued by the FASB in 2016, the implementation dates for CECL (Current Expected Credit Loss) are approaching and it is essential that appropriate planning and implementation tasks start soon so that banks can be assured of meeting key milestones, most notable the objective of running parallel calculations for the year preceding the go live date. Proper CECL planning is a multi-discipline effort, requiring the time and effort of many of each bank’s accounting, risk and IT groups.
    This informative webinar will provide a practical overview of planning and implementation considerations facing smaller, less complex financial institutions, including coverage of the following topics:
    •Description of the CECL standard and comparison to the existing Incurred Loss Method (we will focus our discussion on the impact to the ALLL account)
    •Review of key planning and implementation tasks including guidance needed to establish timelines, key decisions that need to be made and how to leverage existing processes
    •Update on recent CECL developments including regulatory guidance on potential capital treatment and a description of the proposed auditing standard covering estimates

    Our presenters will share their perspectives and industry experience:
    C. Michael Baron (CIA, CISA, CFSA, AMLP)
    Regional Practice Director, Financial Services – Northeast

    Erik Mahlke
    Engagement Manager, Financial Services – Midwest

    John R. Fleming
    Technical Accounting SME, Financial Services - Northeast
  • Past, Present, & Managed Futures: A 30-year Look at Interest Rates & Performance
    Past, Present, & Managed Futures: A 30-year Look at Interest Rates & Performance Miguel Sosa, Portfolio Strategist of Research and Investment Solutions with Altegris Recorded: May 23 2018 35 mins
    Managed Futures is an investment strategy that has historically performed well during periods of economic crisis, falling interest rates, and recessions.

    But how does Managed Futures perform when interest rates are rising?

    Altegris’ research team performed a historical analysis, which examined how managed futures has performed against equities and fixed income in various market environments over the last 30 years.

    Join Miguel Sosa, Portfolio Strategist of Research and Investment Solutions with Altegris, for this live digital discussion. Prior to joining Altegris, Miguel was an Assistant Vice President and Hedge Fund Portfolio Specialist with Wellington Management, a Boston-based investment manager with more than $1 trillion in assets under management. He holds an MBA and SM in Engineering from the Massachusetts Institute of Technology (MIT). Over this interactive 45-minute webcast, Sosa will address and provide:

    • How managed futures can potentially diversify and mitigate portfolio risk.
    • Why we believe managed futures are poised to perform positively moving forward.
    • An outlook for managed futures and how to appropriately allocate to this non-traditional asset class.

    *For more information on Altegris private and public funds, please visit www.altegris.com/arena
  • Venture Capital: Investing in global market leaders of tomorrow
    Venture Capital: Investing in global market leaders of tomorrow Steven Yang, Head of Global Venture Investment, Schroder Adveq, with Valentine Whittaker, Alternatives Director, Schroders Recorded: May 23 2018 45 mins
    Disruption and technological innovations are creating opportunities in select businesses for private asset investors. But perhaps what makes a more meaningful difference is not the company itself, but the investment stream and expertise behind the venture. Steven Yang of Zurich-based Schroder Adveq, with Valentine Whittaker, Alternatives Director at Schroders, offer their views on how a best-in-class pursuit of the most prominent new wave tech ventures and sustainable return prospects can truly differentiate within this nuanced segment of the market in an age when traditional research, valuation models, and policy simply lead to noise and generic rhetoric.

    Speaker Bio:

    Steven Yang is the Head of the Adveq Technology program and in charge of Schroder Adveq’s investments in the US technology space from seed/early stage venture to buyout strategies. As part of Schroder Adveq’s global benchmarking practice he is also involved in Schroder Adveq’s Asian venture investments.

    Steven holds a Bachelor's degree in Finance and International Business from New York University, US.
  • European Equities: don’t follow the herd
    European Equities: don’t follow the herd Phil Webster, Portfolio Manager, European Equities Recorded: May 22 2018 49 mins
    Phil Webster will discuss his differentiated and often contrarian view on where he sees herding and behavioural biases occurring.
  • Asia's ESG Evolution: Leadership and Opportunity
    Asia's ESG Evolution: Leadership and Opportunity Robert Horrocks, PhD, Chief Investment Officer and Portfolio Manager and Vivek Tanneeru, Portfolio Manager Recorded: May 15 2018 49 mins
    For investors interested in environmental, social and governance (ESG) strategies, a regionally diversified approach can help capture global growth. Across Asia, the ESG landscape is rapidly evolving, creating enormous opportunities for companies that can provide goods and services that improve quality of life while addressing social, economic and environmental challenges.

    Please join an exclusive webcast with Matthews Asia Chief Investment Officer Robert Horrocks, PhD, and Portfolio Manager Vivek Tanneeru for an interactive discussion on:

    - The evolution of ESG opportunities
    - How Asia is primed to serve as a hub for ESG leadership and innovation
    - Why a bottom-up active approach is important when considering ESG investments
  • Rising rates, trade wars and China: have the three bears finally come home?
    Rising rates, trade wars and China: have the three bears finally come home? Azad Zangana, Senior European Economist and Strategist, Schroders Recorded: May 15 2018 41 mins
    A variety of market and political volatility year to date have investors laser-focused on the global economic backdrop. With valuations pushing historical limits, a stable but flattening yield curve, trade wars and of course China’s 2018 NPC moving their new lower-growth agenda forward, Schroders Azad Zangana examines where he and the Economics team are seeing smoke -- and where there might actually be fire -- as this unprecedented "Goldilocks" economic cycle continues to chart new territory.
  • Diagnosing value in global healthcare
    Diagnosing value in global healthcare Andrew Baud Recorded: May 15 2018 30 mins
    Andrew Baud, Deputy Portfolio Manager / Investment Analyst, will be hosting a webinar to discuss the performance of global healthcare and Gilead Sciences.

    Discussion points:

    - Global valuation extremes ripe for stock selection
    - Reasons behind global healthcare's lagging performance
    - Returning to health with Gilead Sciences
    - Growing "personalisation" of medical treatment
  • The end of franking credits & what are the impacts for asset classes
    The end of franking credits & what are the impacts for asset classes Dr Don Hamson Recorded: May 10 2018 34 mins
    During this 20 minute webinar, Dr. Don Hamson will discuss:

    - Who loses most from the ALP proposal to remove franking credits?
    - Australian equities - the real impact for dividend imputation and retirement income?
    - Will global equities and other asset classes become more attractive from an income perspective?
  • Lease Accounting Compliance - The Time for Outcomes is Now
    Lease Accounting Compliance - The Time for Outcomes is Now Saurabh Gupta-Chief Strategy Officer,HfS|Jay Scanlan, Head of Growth Ecosystems,Genpact|Michael Keeler, CEO, LeaseAccelerator Recorded: May 2 2018 62 mins
    The initial deadlines for the new lease accounting standards are less than a year away. Yet most companies are just beginning their leasing accounting projects, having been focused on revenue recognition for most of the past twelve months. With an extension of the compliance deadlines by IASB or FASB unlikely, companies will have to decide fast what strategies they should take to get ready to comply by this year end.

    Join this webinar to hear an expert panel of thought leaders from HfS Research, Genpact, and LeaseAccelerator discuss:
    • What updates to processes, systems and controls will be needed to achieve compliance?
    • How can new technologies and delivery models be used to accelerate the project?
    • How can accounting organizations minimize project costs and realize optimal ROI and outcomes from the project?
  • The unique challenges of integrating ESG for the insurance industry
    The unique challenges of integrating ESG for the insurance industry Responsible Investor & MSCI Recorded: Apr 30 2018 61 mins
    Managing risk on two sides: The unique challenges of integrating ESG for the insurance industry

    【How ESG factors are influencing risk assessments: climate change, capital modelling and extreme events】
    · How are recent weather-related events, which are being linked to climate change, changing insurance pricing, coverage and market sentiment? Are ‘extreme’ events no longer so extreme?
    · What are the major ESG factors now that are influencing underwriting and capital provision at insurers?
    · Tightening regulation on ESG issues and its impact on the insurance industry.
    · Is the historical data available to utilise ESG factors as a performance predictor or gauge of risk quality?
    · The development of new ESG risk-specific insurance products. Differences in the above trends globally.

    【Divestment, investment and the move to ESG benchmarking】
    · Why are insurers getting on the front foot around divestment in areas such as coal or tobacco?
    · Insurers as investors: how this asset owner sector is shaping its long-term allocations with ESG factors in mind.
    · What are the investment tools insurers are using to do so?

    SPEAKERS
    Axel Zehren, CFO, Allianz Investment Management
    Michael Bruch, Head of Emerging Trends and the ESG department in Allianz Global Corporate & Specialty SE (AGCS)
    Butch Bacani, Programme Leader, UNEP FI Principles for Sustainable Insurance Initiative
    Linda-Eling Lee, Global Head of ESG Research, MSCI

    MODERATOR: Hugh Wheelan, Managing Editor, Responsible Investor

    For more news and events on Responsible Investing and ESG visit https://www.responsible-investor.com/
  • Finding Meaning in Security Metrics
    Finding Meaning in Security Metrics Mike Gerdes, Director, Information Security Center of Expertise, Experis US, Inc. Recorded: Apr 26 2018 62 mins
    The Internet has brought about dramatic changes in the structure, methods and operational capabilities of businesses, and how they interact with their customers, suppliers and communities. Along with the business benefits of the technological advances has come a demand for better security governance, operational risk and performance information to support business decisions and resource allocations. Unfortunately, many security metrics become shelfware or are routinely ignored because the recipients find little value in the measures, metrics and other report contents they routinely receive.
    This session will:
    •describe the various types and uses of metrics
    •establish some common attributes of meaningful metrics
    •discuss the importance of differentiating metrics by audience
    •describe a process for developing meaningful metrics
    •discuss the importance of performing periodic reviews and updates.

    Participants will gain a better understanding of meaningful security metrics and be able to:
    •Recognize some common impediments that prevent metrics from providing value
    •Move beyond the metrics status quo to a portfolio of meaningful metrics
    •Discriminate the security metrics provided based on audience attributes and needs
  • Multi asset income investing – it’s all about the right mix
    Multi asset income investing – it’s all about the right mix Dominik Zoerner and Stefan Meinhold Recorded: Apr 26 2018 23 mins
    From our Multi Asset Boutique Stefan Meinhold (Client Portfolio Manager) and Dominik Zoerner (Multi Asset Income Portfolio Manager) will present their market assessment and elaborate on the prerequisites for a multi asset income strategy to become successful:
    - diversify involved risks wisely
    - manage the portfolio dynamically with a focus on risk management
    - taking the perspective of a creditor, who is not greedy but likes to earn income and wants his invested money back
  • 5 areas to accelerate your Oracle Period end Close with Excel!
    5 areas to accelerate your Oracle Period end Close with Excel! Malcolm Hewlett & David Rincon Recorded: Apr 24 2018 56 mins
    When it comes to closing your financial month end, finance is usually looking at a tedious and time-intensive process requiring skipped lunches and late nights. Our recent survey of 780+ financial professionals from around the world showed that 33% are taking 5 days to close their books for a single period with another 41% taking more than 5 days.

    In this webinar, we will introduce five areas of the period end close process that you can easily expedite using Excel. By saving time and effort throughout your close, you can gain extra time for value-added tasks like audit preparations, data analysis, or simply getting to leave the office at a reasonable time. Gain insight into how you can accelerate 5 critical areas:
    1.Subledger Close
    2.Closing, Adjusting, Correcting, and Recurring Journal Entries
    3.Balance Sheet Reconciliations
    4.Consolidation
    5.Preparing and Publishing Financial Statements

    All financial professionals who are looking to shave time off their period-end close should attend this webinar.

    Register today!
  • Fürsorgepflicht – Wie gut ist Ihr Notfallplan?
    Fürsorgepflicht – Wie gut ist Ihr Notfallplan? Andreas Krugmann Global Account Director Concur (Germany) GmbH, Jochen Neubauer, Customer Value Sales SAP SE Recorded: Apr 23 2018 56 mins
    Für Unternehmen besteht – und das wissen viele gar nicht - eine Fürsorgepflicht für Ihre Geschäftsreisenden. Sie sind verantwortlich dafür, dass Ihre Beschäftigten vorbereitet und sicher reisen.

    Lernen Sie:
    - Warum es so wichtig ist, das Thema Fürsorgepflicht ernst zu nehmen.
    - Was Arbeitgeber alles beachten müssen, um Ihrer gesetzlichen Verpflichtung hinsichtlich der Fürsorgepflicht nachzukommen.
    - Wie SAP Concur Unternehmen so ausstattet, dass diese sogar über den Notfall hinaus in der Lage sind, mit den Reisenden in Kontakt zu bleiben.
  • Empower Everyone: Work Management for the Modern Enterprise
    Empower Everyone: Work Management for the Modern Enterprise Chris Marsh from 451 Research and Stephan Schirrecker from One2Team Recorded: Apr 19 2018 51 mins
    Have you ever felt like there must be a better way to work?

    During this webinar, Chris Marsh, Research Director of Workforce Productivity and Compliance at 451, will delve into the challenges of the modern enterprise in managing work across siloed teams, data and tools.

    Then, Emilie Bisson-Runac, Bel Brands USA's Industrial Development Director, will share how One2Team, a work management platform, has helped them achieve seamless orchestration of product development to accelerate time-to-market.

    One2Team's Chief Product Officer, Stephan Schirrecker will wrap up the discussion by sharing insight into One2Team's product roadmap followed by a Q&A session to respond to your questions.
  • Financial Reporting with SAP Analysis for Office - 4 key considerations
    Financial Reporting with SAP Analysis for Office - 4 key considerations Nicholas Gerber Recorded: Apr 19 2018 59 mins
    Are you currently using or considering SAP® Analysis for Microsoft Office as a reporting solution? Although positioned as an ad hoc and multi-dimensional analysis tool that makes it easy to filter and manipulate data in Excel, the offering creates some challenges for Finance. In this webinar, we will focus on four key areas to keep in mind when using or considering SAP® Analysis for Microsoft Office.

    In this webcast, you will learn:
    How to tap into the many benefits of native Excel, not provided by Analysis for Office;
    Create reports directly from SAP in real-time;
    Reduce the reliance on IT to create and maintain reports;
    Empower users to both consume, but also model and enrich reports.
  • Quilter Cheviot MPS Q1 2018 review
    Quilter Cheviot MPS Q1 2018 review Simon Doherty and Scott Stevens Recorded: Apr 18 2018 46 mins
    Join Simon Doherty, head of Quilter Cheviot’s Managed Portfolio Service (MPS), for an overview of the key drivers of performance in Q1 2018, the changes recently implemented to our strategies and an update on our current positioning and asset allocation. The webinar will be hosted by our Head of Business Development, Scott Stevens, and gives you an opportunity to ask any questions that you may have.

    Agenda:
    - Overview of the key drivers of strategy performance over the first quarter of 2018.
    - Summary of the new fund ideas incorporated into the strategies over the course of Q1, and the tactical changes made to the portfolios’ asset allocations.
    - An update on the strategies’ current positioning and Quilter Cheviot’s market outlook for the next quarter.
  • Using Relative Strength to Evaluate Stock
    Using Relative Strength to Evaluate Stock Nasdaq Recorded: Apr 16 2018 53 mins
    Nasdaq Analytics Hub launched relative strength and trend analysis to objectively evaluate U.S. stocks for investing purposes.
  • IR Magazine Webinar – Small-cap IR: Q&A with the Investment Community
    IR Magazine Webinar – Small-cap IR: Q&A with the Investment Community IR Magazine Recorded: Apr 12 2018 59 mins
    Thursday, April 12, 2018
    10.30 am BST / 11.30 am CET
    Duration: 60 minutes

    As Mifid II exacerbates the pressure on small and micro-cap firms to be noticed by investors and analysts, join us on this timely Q&A session with the investment community on what makes for effective IR and how this shifting landscape makes it important for IROs to be prepared to meet these changes.

    On this webinar, we will discuss in depth what the buy side likes (and what it doesn’t):
    • Investment trends: Top questions from investors for small and micro-cap issuers
    • What makes for effective IR at a time like this? Where can IR add value?
    • Role of research in a post-Mifid II world – how can smaller firms ensure coverage?
    • How does IR balance what the buy side wants with what the sell side wants?
    • Making small companies attractive to institutions: Targeting tips – which events work best?
    • Compliance no-nos: What not to do, what puts investors off and transparency
    • Critical decisions and inflection points: Making key decisions that will impact investments and business value
    • Q&A with the audience

    Speakers include:
    Mike Allen, head of research, Zeus Capital
    Philip Best, chief investment officer and fund manager, Quaero Capital
    John Mann, executive director and head of communications, Highland Gold Mining
    Gervais Williams, senior executive director, Miton Group

    The discussion will be followed by a short awards ceremony to recognize those leading the way in IR excellence at small-cap companies. You can find more details on our Small Cap Awards here: http://events.irmagazine.com/smallcapeurope/

    Short, sharp and packed with expert insight, this webinar will get you up to speed on these critical issues in just 60 minutes. Sign up to BrightTALK to view this essential briefing and be informed of future webinars produced by IR Magazine.

    Holders of the NIRI IRC® credential can earn 1 professional development unit (PDU) per webinar: www.niri.org/certification.
  • How to achieve sustainable equity income
    How to achieve sustainable equity income Ramiz Chelat Recorded: Mar 28 2018 32 mins
    How can investors make sure they achieve sustainable equity income and attractive total returns, especially as interest rates may rise further and lead to market volatility and thus downside risk? Join us for a webinar where portfolio manager Ramiz Chelat will answer your questions and reveal:
    -What to look for in a dividend stock
    -How to find sustainable equity income in a rising rate environment
    -Why in addition to a company's ability to maintain its current dividend, it’s also important to consider whether it may be able to increase its dividend over time.
  • IR Magazine Webinar – How IR can best deliver the ‘S’ in ESG
    IR Magazine Webinar – How IR can best deliver the ‘S’ in ESG IR Magazine and Bloomberg Recorded: Mar 27 2018 47 mins
    Tuesday, March 27, 2018
    8.00 am PST / 11.00 am EST / 4.00 pm BST / 5.00 pm CET
    Duration: 30 minutes

    The last year has seen considerable attention focused on the growing demands from institutional investors for companies to make new ESG-based disclosures. Amid the focus on environmental and governance issues, there has been less discussion of social issues. But more investors are looking for disclosure in this area, and one of the key challenges for companies and their IR teams is deciding on and delivering the right data.

    In this webinar, a panel of industry specialists will examine what investors want to know, and how IR practitioners can ensure their company is telling the right story in the most effective way.

    Speakers will address topics and questions such as:

    • How well are companies delivering the information investors seek – and what can they do to improve their performance?
    • Faced with a range of indices and requests for different types of data, how can IR teams decide where to focus their efforts?
    • How can you turn the qualitative nature of many social issues into numbers?
    • How can IR teams best leverage their ‘E’ and ‘G’ efforts in the ‘S’ space?

    The panel includes:

    • John Cummings, senior vice president of investor relations, Salesforce
    • Moderator: Ben Maiden, editor, IR Magazine
    • Lee O’Dwyer, team leader for West Coast regional sales, Bloomberg
    • Brian Rice, portfolio manager, CalSTRS

    Short, sharp and packed with expert insight, this webinar will get you up to speed on these critical issues in just 30 minutes. Sign up to BrightTALK to view this essential briefing and be informed of future webinars produced by IR Magazine.

    Holders of the NIRI IRC® credential can earn 1 professional development unit (PDU) per webinar. IRC-credentialed speakers may also earn PDUs. More information is available at www.niri.org/certification.
  • Live Webinar: Integrierte Buchung & Reisekostenabrechnung
    Live Webinar: Integrierte Buchung & Reisekostenabrechnung SAP Concur Jochen Alig Senior Solutions Consulting Stas Litau Inside Sales Representative Recorded: Mar 20 2018 43 mins
    Aufwendige Reisekostenabrechnungen auf Papier oder in Excel-Tabellen gehören in Unternehmen der Vergangenheit an. Erfahren Sie, warum Automatisierung die Lösung auch für komplexe Reisetätigkeit ist.
  • IR Magazine Webinar ‒ AI: Opportunities and best practices for IR teams
    IR Magazine Webinar ‒ AI: Opportunities and best practices for IR teams IR Magazine and Q4 Recorded: Mar 19 2018 38 mins
    Monday, March 19, 2018
    9.00 am PST / 12.00 pm EST / 4.00 pm GMT / 5.00 pm CET
    Duration: 30 minutes

    Artificial intelligence (AI) is quickly moving from the realm of science fiction to that of science fact. IR teams need to understand how best they can harness its potential – such as in surveillance and activism contexts – which tools are available to them and how best to use them to help with workflow and accuracy of data.

    Our panel of experts will provide actionable intelligence for IR practitioners on AI-related issues including:

    • Understanding the nature of AI and machine learning
    • What types of tools IR teams using in areas such as surveillance, and how they compare with previous resources
    • What benefit AI tools offer to IR professionals and how IROs can make best use of them
    • What are the potential future uses of AI and what tools would IROs like to see?

    Speakers include:

    • Bisser Alexandrov, investor relations manager, Solvay
    • Adam Frederick, senior vice president of intelligence, Q4
    • Gregg Lampf, vice president of investor relations, Ciena
    • Moderator: Ben Maiden, editor, IR Magazine
    • Kimberly Stewart, head of investor relations, Solvay

    Short, sharp and packed with expert insight, this webinar will get you up to speed on these critical issues in just 30 minutes. Sign up to BrightTALK to view this essential briefing and be informed of future webinars produced by IR Magazine.

    Holders of the NIRI IRC® credential can earn 1 professional development unit (PDU) per webinar. IRC-credentialed speakers may also earn PDUs. More information is available at www.niri.org/certification.
  • [CPD]: Harness the Power of Quantitative Investing to Survive a Fee-Based Enviro
    [CPD]: Harness the Power of Quantitative Investing to Survive a Fee-Based Enviro Gregg Guerin, First Trust • Cameron Lilja, Nasdaq Global Indexes • Jay Gragnani, Nasdaq Dorsey Wright Recorded: Mar 15 2018 45 mins
    Nasdaq Dorsey Wright & First Trust Bring AlphaDEX® to European Advisors | .5 CPD Credit

    The growth of technology & fee based advisory in the United States has been a powerful driver of the adoption of ETFs and the outsourcing of Model Portfolios by financial advisors and wealth managers.

    MiFID II and the rise of robo advisors look set to reshape advisor business models and accelerate these same trends among investors in Europe.

    Nasdaq Dorsey Wright and First Trust have been at the forefront of this investing revolution in the United States, delivering quantitative asset allocation strategies and systematic smart beta ETFs to empower advisors to compete in this new world.

    The combination of Nasdaq Dorsey Wright Relative Strength Model Portfolios and First Trust AlphaDEX® ETFs is a powerful solution now available to advisors in Europe to enable them to potentially thrive in the era of the robo advisors.

    In this session participants will learn:
    -How to implement a systematic approach to asset allocation utilising ETFs
    -How to differentiate between smart beta exposures
    -Nasdaq Dorsey Wright relative strength asset allocation methodology
    -First Trust AlphaDEX® security selection strategy

    "AlphaDEX®" is a registered trademark of First Trust Portfolios L.P. First Trust Portfolios L.P. has obtained a patent for the AlphaDEX® stock selection methodology from the United States Patent and Trademark Office.

    Speakers:
    •Gregg Guerin, Senior Product Specialist, First Trust Global Portfolios
    •Cameron Lilja, Director of Research & Development, Nasdaq Global Information Services
    •Jay Gragnani, Head of Research & Client Engagement, Nasdaq Dorsey Wright
  • IR Magazine Webinar - Global IR Practice: IR Resources
    IR Magazine Webinar - Global IR Practice: IR Resources IR Magazine Jun 5 2018 3:00 pm UTC 60 mins
    IR Magazine investigates the team size, team structure and budgets of investor relations departments globally through a survey of more than 1100 IR professionals.

    Key Benefits:
    • Learn about the size and structure of IR teams around the world
    • Benchmark your IR budget against other companies
    • Find out how much IR teams spend on external services
    • View results broken down by region (North America, Europe and Asia), market cap (mega-cap, large cap, mid-cap and small cap) and sector
    • See how IROs would utilize additional resources

    Presenter:
    • Andrew Holt, senior journalist. IR Magazine

    There will also be an opportunity at the end of webinar to ask questions based around the report.

    To gain full access to the research report, please click here to subscribe https://www.irmagazine.com/subscribe-now

    Short, sharp and packed with expert insight, this webinar will get you up to speed on these critical issues in just 60 minutes. Sign up to BrightTALK to view this essential briefing and be informed of future webinars produced by IR Magazine.

    Holders of the NIRI IRC® credential can earn 1 professional development unit (PDU) per webinar: www.niri.org/certification.
  • Analysis for Office is Not the Only Option – Upgrade your Planning and Financial
    Analysis for Office is Not the Only Option – Upgrade your Planning and Financial Nicholas Gerber, Simon Parkes Jun 7 2018 11:00 am UTC 60 mins
    Are you an SAP® Analysis for Office user who wants some tips for getting around the frustrations you’ve experienced with reporting? Are you considering a move to this application but would be keen to see a cost effective alternative that leverages native Excel and installs easily?

    Join us on Thursday, 7th June, 2018 at 12:00pm for our Webinar and lean how you can update your Planning and Financial Reporting.

    Although Analysis for Office is positioned as an ad hoc and multi-dimensional analysis tool that makes it easy to filter and manipulate data in Excel, this is not always the reality. Many finance teams still run into roadblocks that make real-time reporting and analysis difficult.

    Who is this webinar for?
    - Anyone who uses BEx Analyser (or older) but is considering moving to Analysis for Office
    - Anyone who uses Analysis for Office and has experienced the frustrations of reporting and analysis within this tool.
    - Anyone looking for a more stable and reliable environment

    In this webinar, we will focus on four key areas that can help you retain and enhance the Excel reporting you already have.

    In this webcast, you will learn:

    1. Beyond PIVOT tables – How integration with native Excel can bolster planning and reporting functionality;
    2. Create real-time reports directly from SAP®;
    3. Create and maintain reports...without the help of IT;
    4. Empower users to use reports to their full potential – including modelling, analysis and drilldowns.
  • Celebrating 10 years of income distribution.
    Celebrating 10 years of income distribution. Gary Potter, Co-Head of BMO MM team and Anthony Willis, Investment Manager Jun 7 2018 1:30 pm UTC 45 mins
    Join Gary Potter and Anthony Willis for our live webinar, to celebrate 10 years of income distribution from the F&C MM Navigator Distribution Fund.
  • Great companies... Bad investments
    Great companies... Bad investments Patrick Hodgens & Blake Henricks Jun 12 2018 12:00 am UTC 45 mins
    Join Patrick Hodgens and Blake Henricks, Managing Directors of Firetrail, for an introduction to Firetrail and our approach to high conviction investing.

    At Firetrail, one of our key investment principles is that ‘every company has a price.’ This philosophy ensures we stay unconstrained and look for opportunities across the entire Australian equities market… Throughout this process, we have found that great companies do not necessarily make great investments. In fact, our experience shows that ‘bad companies’ can sometimes be the best investment opportunities.
  • Reporting & Transparency: The TCFD Knowledge Hub explained
    Reporting & Transparency: The TCFD Knowledge Hub explained Responsible Investor & Climate Disclosure Standards Board Jun 28 2018 1:00 pm UTC 60 mins
    Reporting & Transparency: The TCFD Knowledge Hub explained
    An RI webinar in partnership with the Climate Disclosure Standards Board
    Thursday 28th June 1400 BST

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

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

    Moderated by Daniel Brooksbank, Editor, Responsible Investor
    Speakers to be confirmed.
  • IR Magazine Webinar - The Value of IR
    IR Magazine Webinar - The Value of IR IR Magazine Jul 11 2018 3:00 pm UTC 60 mins
    This inaugural report, which is based on responses from 421 portfolio managers, buy-side and sell-side analysts, uncovers how influential the quality of IR is to the investment community; how it effects share price valuation and how much the arrival and departure of individual IROs at a company factor into investment decisions and research coverage.

    Find out the following:
    • How much does IR influence investment decisions?
    • How much of a premium does good IR add to the share price?
    • How much of a discount to the share price is applied to less credible IR?
    • The effect of departure of IROs on investment decisions
    • The effect of individual reputation/background on investment interest
    • The importance of individual IROs’ qualities and experience

    Presenter:
    • Candice de Monts-Petit, editor, IR Magazine

    There will also be an opportunity at the end of webinar to ask questions based around the report.

    To gain full access to the research report, please click here to subscribe https://www.irmagazine.com/subscribe-now

    Short, sharp and packed with expert insight, this webinar will get you up to speed on these critical issues in just 30 minutes. Sign up to BrightTALK to view this essential briefing and be informed of future webinars produced by IR Magazine.

    Holders of the NIRI IRC® credential can earn 1 professional development unit (PDU) per webinar. IRC-credentialed speakers may also earn PDUs. More information is available at www.niri.org/certification.
  • IR Magazine Webinar - Senior Management IR Practice
    IR Magazine Webinar - Senior Management IR Practice IR Magazine Sep 6 2018 3:00 pm UTC 60 mins
    A comprehensive study into senior management engagement with IR. The IR Magazine Research Report: Senior Management IR Practice looks at the IR practices of senior managers, in terms of the amount of time they spend on IR, their level of interaction with investors and how the IR function reports to senior management. As well as providing a global overview, this report investigates these factors according to region, company size and sector, allowing companies to benchmark their practices against their peer group.

    The key data from this report is taken from the responses of 1,164 individuals to IR Magazine’s 2017 Global IR surveys.

    • How much time does senior management spend on IR?
    • How often do senior managers attend investor meetings?
    • What is the reporting structure of IR to senior management?
    • What factors affect and are affected by senior management IR practice?
    • What are the benefits and challenges of reporting to the CEO or CFO?
    • All data is segmented by region, market cap and sector allowing companies to benchmark their practices against their peer group.

    Presenter:
    • Andrew Holt, senior reporter, IR Magazine

    There will also be an opportunity at the end of webinar to ask questions based around the report.

    To gain full access to the research report, please click here to subscribe https://www.irmagazine.com/subscribe-now

    Short, sharp and packed with expert insight, this webinar will get you up to speed on these critical issues in just 30 minutes. Sign up to BrightTALK to view this essential briefing and be informed of future webinars produced by IR Magazine.

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