Effective financial management strategies can help organizations meet their business objectives. The financial management community on BrightTALK is made up of engaged finance and accounting professionals. Find relevant webinars and roundtable discussions featuring financial planning advice from industry thought leaders and insights into optimizing financial reporting, accounting, risk management and value measurement.
There was no shortage of news in 2017 and the year ended as dramatically as it began. In this session, we will provide a focused recap of the most significant developments related to regulatory burden relief in the United States. We also will share our insights and predictions regarding the changes to anticipate and prepare for in 2018 in the following key areas:
· regulatory relief measures taken by or under consideration by the banking agencies;
· legislative regulatory relief measures affecting financial institutions;
· the future of the CFPB and fintech related developments;
· a fiduciary or best interests standard for broker-dealers, the likely next steps to be taken by the SEC and where things stand with the Department of Labor’s rule;
· the SEC’s rulemaking and enforcement agenda for investment funds and investment advisers;
· SEC rulemaking priorities likely to affect capital formation; and
· legislative proposals relating to the securities laws.
A Live Conversation with Industry Experts at PWC and NICE Actimize
Advancements in technology including behavioral analytics, machine learning, and big data are enabling firms to holistically analyze data and adopt a risk based approach to surveillance. But, Enhanced Surveillance programs and determining which technologies to use can be overwhelming to say the least — especially with constant budgetary pressures.
Compliance experts from PWC and NICE Actimize are joining forces to unpack these new innovations and the impetus behind them to help you overcome the challenges associated with new approaches to surveillance.
In this webinar, you'll learn:
•Business and regulatory mandates (e.g.: MiFID, operational risk) driving the new approach to surveillance
•Technologies, including Natural Language Processing and Behavioral Analytics, reshaping the scope of surveillance
•The roadblocks to success and how firms are overcoming them
- Vikas Agarwal, PWC, Partner, Advanced Risk and Compliance Analytics
- Puja Agrawal, NICE Actimize, General Manager, Financial Markets Compliance
- Frank Badalamenti, PWC, Partner, Regulatory Compliance and Investigative Analytics
La tecnología móvil ha cambiado la forma en que los clientes esperan pagar y las empresas minoristas que no aceptan pagos móviles pueden quedarse atrás a medida que la adopción de estas tecnologías se vuelve más generalizada. En China, por ejemplo, las transacciones en efectivo casi han desaparecido y los pagos móviles aumentaron más del doble hasta los $ 5 mil millones en 2016, un país donde la solución POS de Openbravo ya acepta pagos móviles con AliPay y WeChat. Los minoristas tradicionales tienen mucho que ganar al aceptar pagos móviles porque brindan comodidad a los consumidores, modernizan la experiencia de tienda, y animan a los compradores a gastar más.
Explicaremos los factores que explican el auge de los pagos móviles y describiremos algunas de las soluciones de monedero móvil más populares, como Apple Pay, Android Pay, Samsung Pay, junto con tecnologías que se centran en países específicos como Alipay, WeChatPay y Google. Tez. El panorama de los pagos móviles está fragmentado y en constante evolución, por lo que aconsejamos a los minoristas que consideren cuidadosamente las tecnologías disponibles. Hay muchas razones para aceptar pagos móviles, pero para hacerlo probablemente necesite actualizar su solución de punto de venta, por lo que le ayudaremos a valorar ventajas y desventajas, y cómo Openbravo puede ayudarle en su estrategia.
Mobile technology has changed the way customers expect to pay and retail businesses that do not accept mobile payments may get left behind as the technology becomes more pervasive. In China, for example, cash transactions have almost disappeared and mobile payments more than doubled to $5 trillion in 2016 -- a country where the Openbravo POS solution already accepts mobile payments with AliPay and WeChat. Brick-and-mortar retailers have much to gain from embracing mobile payments because they provide convenience for consumers, modernize the in-store experience, and can encourage shoppers to spend more.
What Will You Learn?
We will explain the drivers behind the boom in mobile payments and describe some of the more popular “Pay” mobile wallet solutions such as Apple Pay, Android Pay, Samsung Pay, along with technologies that focus on specific countries such as Alipay, WeChat and Google Tez. The mobile payments landscape is fragmented and in constant evolution, so we will advise retailers to carefully consider the technologies available. There are plenty of reasons to accept mobile payments, but to do so you will probably need to upgrade your POS systems, so we will help you weigh up the advantages and disadvantages and outline how Openbravo can help you realize your strategy.
The Millennial Generation is one of the five generations in today's workforce and now, also the largest! Learn what motivates this powerful generation as they move into leadership roles and mold the future direction of organizations they work within.
This informative webinar will provide an in-depth look at the Millennial workforce and cover the following aspects of this new generation:
•A look at the five generations interacting in today's workforce
•An overview of Millennial Generation characteristics
•Management tips for all generations to consider
•Current examples of leading and mentoring Millennials
Whether you lead Millennials today, have them as teammates or colleagues, or you report to one, this session provides insight into what motivates this powerful generation and the ways they will change our workforce over the coming years.
AxiomSL , along with the Enterprise Data Management Council hosted a webinar on titled Regulatory Rx: Treating Root Cause. The webinar focused on the overview of regulatory reporting and its data implications as well as the data challenges and opportunities firms face.
Looking Ahead to the 2018 PRI Reporting Cycle
16th November 2017
11:00 AM EST | 8:00 AM PST | 4:00 PM GMT | 5:00 PM CET
Join this one hour webinar discussing the complexities of PRI signatory reporting and emerging trends investors should consider in fulfilling client mandates and meeting their active ownership responsibilities.
• Elina Rolfe, Head of Reporting and Assessment, PRI
• Adrie Heinsbroek, Head of Responsible Investment, NN Investment Partners
• Bruce M. Kahn, PhD, Portfolio Manager, Sustainable Insight Capital Management
• Ulrika Hasselgren, Global Head of Responsible Investment Strategy & ESG Integration, ISS
Moderated by Tony Hay, Publisher, Responsible Investor
Financial institutions from all over the world are facing increasingly strict regulations regarding the verification and authentication of their customers’ identity. Furthermore, with the increasing amount of data breaches, status-quo identity verification processes have not only been compromised but have also made complying with current regulations harder. This ever-changing environment has forced a tipping point for organizations to regard the adoption of new technologies for identity verification as a must-have rather than a nice-to-have.
In the end, financial institutions must satisfy consumers’ demands for speed and ease of use to prevent them from going to the competition. To gain a competitive edge, remain compliant, and offer a frictionless and user experience, it is imperative for FIs to invest in technologies that bridge the compliance-convenience gap.
This webinar will discuss ESG integration into passive investing and smart beta strategies. The world of index-based investing is in flux as ESG integration into passive is on course to become the norm for new mandates as we enter the era of “Smart Sustainability”.
• The why - rationale from major asset owners on integrating ESG into passive strategies
• Global developments - ESG, sustainability metrics and indexes
• Smart Sustainability - bringing together ESG with smart beta factors
• The challenges - corporate disclosure and access to data
• Corporate engagement - passive funds/indexes driving changes in corporate behavior
• The action and implementation - the pension fund perspective
• Live Q&A with the audience members
David Harris, Head of Sustainable Investment, FTSE Russell
Mark Thompson, CIO, HSBC Bank UK Pension Scheme
Maurice Versaevel, Investment Strategist, PGGM
Moderated by Daniel Brooksbank, Editor, Responsible-Investor.com
Los clientes esperan ahora que los minoristas ofrezcan capacidades omnicanal y, si no pueden ofrecerlas, pueden irse a otro lado. Entonces, ¿cómo implementar su estrategia omnicanal con éxito y evitar los problemas que han afectado a muchos minoristas? Su software de venta minorista puede ser el punto más débil. Elija Openbravo Commerce Cloud y obtenga una solución innovadora y ágil basada en la nube diseñada para situar a la omnicanalidad en el centro de sus operaciones.
Lo que aprenderá:
En este webinar, aprenderá cómo Openbravo Commerce Cloud ayuda a desbloquear la agilidad y la innovación requeridas para adoptar la omnicanalidad en sus operaciones minoristas a través de robustas capacidades de punto de venta (POS) y gestión minorista sobre una plataforma rentable, confiable y escalable en la nube.
Demostraremos cómo esta solución altamente flexible, móvil y lista para la nube le ayuda a soportar escenarios omnicanal esenciales como la compra online y recogida en tienda (BOPIS), compra online y devolución en tienda (BORIS) y otros, que aumentan la satisfacción del cliente durante su proceso de compra.
Customers now expect retailers to offer Omnichannel capabilities and if you cannot deliver, they may go elsewhere. So how do you implement your omnichannel strategy successfully and avoid the pitfalls that have affected many retailers? Your retail software may be the weakest link. Choose Openbravo Commerce Cloud and gain an innovative and agile cloud-based solution designed to put omnichannel at the center of your retail operations.
What you will learn:
In this webinar, you will learn how Openbravo Commerce Cloud helps unlock the agility and innovation it takes to embrace omnichannel in your retail operations with robust POS and Retail Management capabilities and a cost-effective, reliable and scalable cloud-based platform.
We will demonstrate how this highly flexible, cloud- and mobile-enabled solution helps you support essential omnichannel scenarios such as Buy Online Pickup in Store (BOPIS), Buy Online Return in Store (BORIS), and other scenarios that boost customer satisfaction during their shopping journey.
The Sustainable Development Goals: A new tool for putting value on values?
Wednesday 8th November, 9:00 EST / 14:00 GMT / 15:00 CET
• The SDGs are 17 aspirational Global Goals launched in 2015 that are gaining traction amongst investors, companies and policy-makers
• Some of the world’s leading investors have started to allocate capital to the SDGs, recognising a new way to identify and unlock value
• New products such as funds and indices themed around the SDGs are in the pipeline or in development
• The SDGs: a new language you need to learn!
Xander den Uyl, Board of Trustees, ABP
Christopher Greenwald, Executive Director, Sustainable and Impact Investing, UBS Asset Management
Carly Greenberg, Senior ESG Analyst, Walden Asset Management
Tim Nixon, Head of Sustainability, Thomson Reuters
Moderator: Daniel Brooksbank, Editor, Responsible Investor
This webinar is presented in partnership with Thomson Reuters
Replay eligible for one CFP Board® and IMCA® CE credit.
Nearly 10 years after its unprecedented response to the 2008 crisis, the Fed is finally making plans to unwind $4 trillion of fixed income investments. Other global central banks are not far behind. From interest rates to credit spreads and defaults, the impact of these actions will reach all corners of the fixed income market. Matt Toms Fixed Income CIO for Voya Investment Management will discuss:
• Pitfalls and risks in the current fixed income market;
• Overlooked opportunities; and
• What investors should consider when building fixed income portfolios to navigate this uncharted environment.
Matt will answer attendees’ questions during the session and will be available to continue the discussion on APViewpoint.
The CFP Board® has accepted this program for one hour of CE credit towards the CFP® certification. In addition, IMCA® has accepted this program for one hour of CE credit towards the CIMA®, CIMC® and CPWA® certifications. If you provide the required information during the webinar registration process and stay for the entire session we can report your attendance to these organizations.
How will you balance Strong Customer Authentication with customer service? Can you implement PSD2 without causing friction in the customer journey?
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In a few months time, PSD2 becomes law across the European Economic Area. the regulated use of Strong Customer Authentication changes how payment service providers interact with their customers. Managed badly, disruptions to the payment process will see customers take their business elsewhere, but those PSPs who manage it well, will have a competitive advantage.
Join our PSD2 webinar to explore the likely impact of PSD2 on customer relationships and learn what you need to do to prepare.
* Strong Customer Authentication vs Transaction Risk Analysis - Learn how Transaction Risk Analysis helps customer relationships, when you may use is and what you need to do NOW to prepare your fraud operations for PSD2.
*Putting Customer Communications at the Heart of Your PSD2 Strategy - When additional authentication requirements stop your customers from managing their accounts or making payments, how can you communicate with them to get things back on track fast?
*Hype or Reality? PSD2 and Machine Learning - Will PSD2 be the catalyst for you to add machine learning capabilities to fraud management? How will it help and what is it about PSD2 that builds the case for artificial intelligence and machine learning?
Token sales, also known as ICOs, represent a new capital-raising method that is being explored by a variety of companies in the market. In the past few months, the US Securities and Exchange Commission (SEC) has provided guidance concerning token sales. Although the SEC did not declare that all digital tokens constitute securities, it cautioned that certain tokens may be securities and that existing securities frameworks apply to token sales, notwithstanding that digital tokens may be distributed via distributed ledger technology.
In addition, the IRS has published guidance relating to tokens that are “convertible virtual currencies” and has indicated that such tokens generally are treated as property for US federal income tax purposes.
Token sales, and the legal and regulatory landscapes in the US and around the world with respect to digital tokens, continue to evolve.
This webinar will explore the current legal, regulatory and tax landscape relating to token offerings and will consider the following:
•What are digital tokens and how are they typically used and sold?
•What guidance has the SEC provided regarding token sales, and what is the significance of that guidance?
•What guidance has the IRS provided regarding tokens and what tax considerations are relevant to tokens and token sales?
•What are some of the other legal matters that token issuers and their counsel should be aware of when contemplating launching token sales?
The latest EU Anti-Money Laundering directive will significantly increase the frequency with which financial service providers need to conduct ‘Know Your Customer’ (KYC) checks. To maximise the effectiveness of digital transformation initiatives, financial services and other regulated industries must find effective digital identity verification solutions.
Current methods for identity verification checks place an enormous cost burden on banks, payments processors, and lenders, as most methods rely heavily on manual processes. Furthermore, these processes are cumbersome for users, driving away potential customers.
Figuring out how to balance the competing needs of compliance and costs against the expectations of today’s digital native users is key to any financial service provider looking to win and retain new customers.
Join our guest, Dr. Ted Marra as he introduces his new strategic leadership course in Global Risk Academy.
During the webinar we will cover:
How does a truly strategic organization think? What is strategic thinking versus strategic planning? What are the vital few factors that will determine your organisation’s long-term success or failure and are they on your radar screen?
Who should attend.
People with 10 years management experience minimum up to and including C-Level in all disciplines responsible for strategic decisions or large scale operational issues - so they have large budget and many people reporting to them.
Managers and senior management from all areas of the organisation having responsibility for planning and achievement of key business objectives.
Why you should attend.
- Reflect on how you got where you are as an organisation;
- What factors were critical to your success? What factors were the basis for your success?
- What held you back – prevented you from being even more successful?
- What could you have done differently
Understand what are the most critical factors that will better ensure your organisation is a “winner” in the future (e.g., next 3-5 years).
Find out which ones you may be missing and what to do about it before it’s too late and you become just an “average or good” organisation when, with a little effort and the right strategic thinking and creativity, you could take the organisation to the next level of performance and move toward “greatness”.
How to build exceptional stakeholder relationships and why doing this is critical in especially in turbulent times.
We're covering the Sibos conference in Toronto this week and are here to bring you highlights from the first day of the event.
Listen in to hear top news from day 1 including:
-SWIFT's big announcement regarding their global payments innovation (gpi) service
-the release of their initial findings on a new DLT proof of concept
-top execs talking about innovations in instant payments
-key takeaways from the opening plenary
La excelencia operativa es más importante que nunca en el entorno actual del retail omnicanal. El aumento de las expectativas de los clientes y la mayor competencia a través de los distintos canales desvelarán rápidamente a aquellos minoristas que no cumplen sus promesas. Esto ha llevado a los minoristas a explorar qué estrategias de excelencia operativa son las que mejor apoyan la evolución de las tiendas físicas y los flujos de trabajo multidireccionales requeridos para la venta al por menor de omnicanal. Para lograr este objetivo, el software de venta minorista ofrece herramientas indispensables – integración de datos, operaciones y tecnología – que son requisitos previos para operar con éxito en un entorno omnicanal.
Lo que aprendera:
Este webinar revisa los principales principios de la excelencia operacional y los nuevos retos y procesos operativos exigidos por el retail omnicanal. Usted aprenderá una plataforma de comercio moderno como Openbravo puede ayudarle a aplicar los principios de excelencia operacional y hacer prosperar su negocio de retail omnicanal.
Embedding MiFID II, PRIIPs and FX Forwards rules, and assessing implications of CSDR and GDPR. There is still be work to be done complying with MiFID II, PRIIPs and FX Margins after they go live in January 2018, and the Central Securities Depository Regulation and General Data Protection Regulation implementations follow close behind. Join our panel of experts from HSBC Securities Services as they discuss the continuing requirements of MiFID II, PRIIPs and FX Margins legislation, the implications of CSDR account segregation and internalised settlement reporting, and some key personal data considerations of GDPR.
Embedding MiFID II, PRIIPs and FX Forwards rules, and assessing implications of CSDR and GDPR.
There is still be work to be done complying with MiFID II, PRIIPs and FX Margins after they go live in January 2018, and the Central Securities Depository Regulation and General Data Protection Regulation implementations follow close behind. Join our panel of experts from HSBC Securities Services as they discuss the continuing requirements of MiFID II, PRIIPs and FX Margins legislation, the implications of CSDR account segregation and internalised settlement reporting, and some key personal data considerations of GDPR.
Achieving consistent regulatory coverage, reducing the cost of compliance, and having an agile operation that can pivot as quickly as today’s market demands remain among the core challenges of our customers. To address these challenges, AML technology needs to be intelligent and autonomous. But what does that mean for financial organizations?
In this webinar, Actimize experts will discuss:
* Defining the industry’s latest buzzwords and what they mean for AML: advanced analytics, robotics, machine learning, and artificial intelligence
* Identifying the challenges financial organizations experience and where these technologies can offer a solution
* Applying these technologies to the detection process for increased alert quality and team productivity
It’s no longer business as usual in the multibillion-dollar tech M&A market. New buyers are displacing many of the long-time leaders, while other companies from far outside the tech industry are suddenly looking for ways to buy into new trends. To help you navigate this changing M&A landscape, join Brenon Daly, 451 Research’s Director of Financials, for a look ahead to activity in 2018. Drawing on data and insight from across 451 Research, our annual Tech M&A Outlook webinar will highlight specific trends in key enterprise IT markets – including information security, software, mobility and IoT -- that will shape dealflow and valuations in the coming year.
It’s clear that the strategies financial organizations have taken to address increasing alert volumes has created gaps in operational efficiencies and productivity. And due to increasing regulations and compliance program costs, financial organizations are at a tipping point. Today, financial organizations have an opportunity to intelligently automate their AML program to help realize needed efficiency gains and cost reduction benefits.
In this webinar, you’ll learn:
* Today’s operational challenges for investigation teams
* Painting the picture: the future of automation in AML
* Identify opportunities ripe for automation: quality assurance, workforce planning, and case management
* Applying these technologies in the investigation process
Register now for this series of webinars to help educate firms on the different aspects of MiFIR reporting before the January 2018 go-live.
London Stock Exchange Group and guest speakers will be providing clarity on how MiFIR will affect different industry segments across the most important parts of the regulation. Firms can turn MiFIR into an opportunity to improve their business, register to find out more.
All sessions will include a live Q&A with the speakers and a chance to get all your questions answered.