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Financial Regulation

  • Applying ESG factors into a real estate
    Applying ESG factors into a real estate Hugh Wheelan Recorded: Jun 26 2017 63 mins
    Applying ESG factors into a real estate strategy: the latest data and evidence on the financial case for doing so and the practical, pragmatic way to do it.

    Investors increasingly appreciate the value of incorporating ESG criteria into their real estate exposure – both direct and indirect (via REITS) - but are uncertain of the full financial picture and potential environmental impact reduction now and over time.
    They also worry that such strategies might be too costly or complex, but they needn't be: product development is moving forward rapidly.


    Join real estate experts from Northern Trust, PGGM and GRESB to hear presentations and ask your questions on topics including:

    •Which ESG factors impact returns for buildings, portfolios and real estate companies, and to what extent? The data points you need to be aware of.
    •What ESG factors should then be blended into investment a real estate investment strategy: why and how?
    •What is the availability of benchmarking tools on the financials and impact measurement for ESG risks and improvements?
    •Engagement and ESG in property: what are the technical differences of investor activism in the property sector?

    Speakers:
    Roxana Isaiu, Director, ESG & Real Estate, GRESB
    Mamadou-Abou Sarr, Global Head of ESG Investing, Northern Trust Asset Management
    Christopher Botten, Programme Manager, Better Buildings Partnership

    Moderator:
    Hugh Wheelan, Managing Editor, Responsible Investor

    Sponsored by: Northern Trust Asset Management
  • Demo: Introducción a Openbravo para una gestión avanzada de almacenes
    Demo: Introducción a Openbravo para una gestión avanzada de almacenes Maarten Tromp, Director de Product Management, Openbravo Recorded: Jun 22 2017 59 mins
    Las funcionalidades de Openbravo para una gestión avanzada de las operaciones de almacén han sido diseñadas para ayudar a los minoristas a administrar mejor sus almacenes. En esta demostración práctica, la segunda de nuestra serie de webinars sobre gestión de inventario y almacén, mostraremos algunas de las nuevas funciones de Openbravo para la gestión avanzada de almacenes que ayudan a los minoristas a optimizar el stock, el espacio y el personal en sus almacenes, incluyendo características como cross-docking, wave picking, inspecciones de calidad, prioridades dinámicas y secuencias de movimiento en el almacén.
  • Practical Demo: Introduction to Openbravo for Advanced Warehouse Management
    Practical Demo: Introduction to Openbravo for Advanced Warehouse Management Maarten Tromp, Product Management Director, Openbravo Recorded: Jun 22 2017 57 mins
    Effective inventory management begins with getting better visibility of what comes into your warehouse and what goes out. In this hands-on demonstration, the second in our series of webinars on inventory management, we will show some of the new Advanced Warehouse Operations features in Openbravo software that help retailers optimise stock, space and staff use in warehouses. The features include cross-docking, wave picking, cycle counts, quality inspection, dynamic priorities and travel sequences.
  • Introduction à Openbravo Commerce Cloud pour les détaillants spécialisés
    Introduction à Openbravo Commerce Cloud pour les détaillants spécialisés Fabrice Pancino, Formateur, Phidias Recorded: Jun 15 2017 34 mins
    Ce webinaire expliquera pourquoi Openbravo Commerce Cloud est LA Solution pour les détaillants. Vous souhaitez une solution de vente au détail disposant nombreuses fonctionnalités, entièrement gérée via le Cloud ? Vous voulez éviter les investissements et frais associés au déploiement informatique sur site, tout en bénéficiant d’un niveau de support équivalent et de performances garanties lors de flux ininterrompus de ventes en magasin ? Openbravo Commerce Cloud est VOTRE solution.
  • How Leading PSOs Harness Talent and Grow Margins
    How Leading PSOs Harness Talent and Grow Margins Dave Hofferberth, Founder and Dir. - SPI Research; Mark David, Dir. Industry Strategy - Workday Recorded: Jun 14 2017 57 mins
    At a time when new client revenue in the industry is at the lowest it’s been in nine years and competition is soaring, professional services leaders are turning to their strongest assets for help: Their people.

    With a host of exciting new cloud-based technology applications, organizations are now able to utilize their Cloud ERP to better manage and develop talent—leading to increased productivity and higher levels of workforce efficiency, even during these challenging times.

    Yet only 56 percent of today’s professional services companies have adopted HCM solutions. Why?

    Watch the webinar replay “How Leading PSOs Harness Talent and Grow Margins” to gain a better understanding of audit, compliance, expense management, procurement, Financial IT and the current state of the industry and to learn how to improve retention, productivity, and profit.
  • Cómo mejorar la gestión de su cadena de restaurantes con Openbravo
    Cómo mejorar la gestión de su cadena de restaurantes con Openbravo Xavier Places , Director de Product Marketing, Openbravo Recorded: Jun 13 2017 51 mins
    En este webinar les presentamos la funcionalidad que Openbravo ofrece a las cadenas de restaurantes, incluyendo características específicas para reservas de mesas, recetas o gestión de menús, respaldadas por una amplia funcionalidad horizontal de POS y ERP.
  • MiFIR Webinar Series - MiFIR for Buy-Side
    MiFIR Webinar Series - MiFIR for Buy-Side LSEG and EZE Software Recorded: Jun 13 2017 59 mins
    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. In this webinar LSEG and EZE Software will be discussing the following points:

    - Key MiFIR challenges for the buy-side
    - Identifying and acquiring LEIs
    - Personal data reporting requirements
    - MiFIR technical challenges and opportunities 
    - Live Q&A session
  • Improve Management of Your Restaurant Chain with Openbravo
    Improve Management of Your Restaurant Chain with Openbravo Xavier Places, Director of Product Marketing, Openbravo Recorded: Jun 13 2017 34 mins
    In this webinar we will introduce you to the functionality Openbravo provides to Restaurant chains, including specific features for table reservations, recipes or menus management, backed by a broad horizontal POS and ERP functionality.
  • Cómo optimizan los minoristas la gestión de inventario con Openbravo
    Cómo optimizan los minoristas la gestión de inventario con Openbravo Maarten Tromp, Director de Product Management, Openbravo Recorded: Jun 8 2017 52 mins
    Hoy en día, los minoristas necesitan adoptar sistemas de gestión de inventario más inteligentes que les permitan entregar los productos adecuados en el momento adecuado y con el coste adecuado. En este webinar introductorio explicaremos cómo optimizar el inventario en su almacén para satisfacer las demandas de los clientes mientras se asegura que el negocio no gestiona un exceso de inventario, lo que implica costes innecesarios que actúan como un obstáculo para el rendimiento financiero. En un segundo webinar demostraremos algunas de las nuevas características de la solución de Openbravo que permiten a los minoristas adoptar técnicas avanzadas de gestión de almacenes que optimizan el uso de stock, espacio y personal para reducir el capital circulante y así mejorar el rendimiento financiero.
  • How Retailers Optimize Inventory Management with Openbravo
    How Retailers Optimize Inventory Management with Openbravo Maarten Tromp, Product Management Director, Openbravo Recorded: Jun 8 2017 47 mins
    In today's retail environment, retailers need to adopt smarter inventory management systems that enable them to deliver the right goods at the right time and at the right cost. In this introductory webinar, we will explain how to optimize inventory in your warehouse to satisfy customer demands while ensuring the business is not carrying excess inventory that wastes money and acts as a drag on financial performance. In a second webinar we demonstrate some the new features in Openbravo software that allow retailers to adopt sophisticated warehouse management techniques that optimize stock, space and staff use to reduce working capital requirements and so enhance financial performance.
  • GDPR vs Trump vs Brexit vs Privacy Shield – how can you protect your data?
    GDPR vs Trump vs Brexit vs Privacy Shield – how can you protect your data? FRA’s co-founders; Toby Duthie, Frances McLeod and Greg Mason Recorded: Jun 7 2017 61 mins
    With Safe Harbor being invalidated and EU-US Privacy Shield and Swiss-US Privacy Shield yet to be tested, UK data privacy post Brexit an unknown, the General Data Protection Regulation coming into effect throughout the EU next year, and the Trump administration potentially poised to ride roughshod over EU surveillance concerns– the uncertainty surrounding the current regulatory environment will inevitably add complexity to the issue of data transfers, especially in the context of international investigations and disputes – and, by extension eDiscovery.

    As regulatory investigations and related processes frequently span several years, strategic decisions made today around data transfers will have important ramifications down the line.

    Do you know where your/your client’s data currently is hosted and if it is being held in accordance with the various and, at times, conflicting data privacy laws? If the answer is 'no', significant reputation and even financial implications could ensue.

    This GIR Live webinar will break down the current data protection laws and set out some considerations and practical guidelines to minimize risk exposure for companies and professional services firms dealing with cross-border investigations and litigation.

    In the GIR Live style, the webinar will aim to be highly conversational and will include time for a question and answer session with the presenters.

    Issues to be addressed include:

    • Data privacy and adequate protection
    • What you can do now to remain compliant
    • How to manage conflicts of law in a global investigation with practical tips from real life case studies
  • ¿Está listo su negocio para la nueva normativa del IVA (SII)?
    ¿Está listo su negocio para la nueva normativa del IVA (SII)? Patricia San Juan del Amo (Openbravo) & Alberto Sola Nogales (Opentix) Recorded: Jun 1 2017 50 mins
    En este webinar, explicaremos los cambios que introduce el "Suministro Inmediato de Información" (SII) y cómo afecta a la gestión diaria de facturación y liquidación del IVA de las empresas españolas. La sesión también incluirá una breve presentación de cómo Openbravo cubre estas nuevas necesidades de una manera sencilla y eficaz para soportar la gestión telemática de este impuesto de acuerdo a los nuevos requerimientos.
  • MiFIR Webinar Series - MiFIR for Wealth Managers
    MiFIR Webinar Series - MiFIR for Wealth Managers LSEG and WMA Recorded: May 30 2017 45 mins
    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.

    Speakers
    - Ian Cornwall - WMA
    - Tom Wieczorek - UnaVista, LSEG
    - Marcus Jeffery - UnaVista, LSEG
  • Convirtiendo visión en realidad: Roadmap producto para minoristas especializados
    Convirtiendo visión en realidad: Roadmap producto para minoristas especializados Maarten Tromp, Director de Product Management en Openbravo Recorded: May 25 2017 56 mins
    En este webinar, aprenderá sobre los principales pilares que impulsan la estrategia Retail First de Openbravo y entenderá cómo se traducen en innovaciones tangibles de producto diseñadas para ofrecer una ventaja competitiva a minoristas especializados. Describiremos las mejoras ya liberadas como parte de nuestro Roadmap estratégico de producto y presentaremos alguna de las innovaciones hoy en día en desarrollo para su incorporación en futuras versiones del software.
  • Why cybersecurity is everyone’s responsibility in today’s FS organization
    Why cybersecurity is everyone’s responsibility in today’s FS organization Steve Holt, EY EMEIA Financial Services Cyber Security Leader Recorded: May 25 2017 56 mins
    This webinar will discuss the global cybersecurity landscape, and the threats and opportunities cybersecurity is presenting for financial services organizations. Given the panel is being held exactly one year before the official General Data Protection Regulation (GDPR) implementation date, panelists will be reflecting specifically on the implications of this regulation for FS organizations.

    Panelists

    * Cheri McGuire, Group Chief Information Security Officer, Standard Chartered Bank
    * Simon Hales, Group Head of ISR, HSBC
    * Tony de Bos, EY EMEIA Financial Services, Data Protection and Privacy Leader

    Topics for discussion:

    * Talent and awareness - building a culture that makes cybersecurity part of everyone’s job and rethinking the role of the Chief Information Security Officer (CISO)
    * Strategy and innovation - putting cybersecurity at the heart of business strategy and ensuring that new digital innovation includes cybersecurity at the outset
    * Regulation - assessing the impact GDPR will have on your organization’s people, processes and technology ahead of the 2018 implementation date
    * Resilience and scalability - being prepared to recover rapidly from a cyber-breach while holding up your ecosystem to the same cybersecurity standards that you follow as an organization

    This publication contains information in summary form and is therefore intended for general guidance only. It is not intended to be a substitute for detailed research or the exercise of professional judgment. Member firms of the global EY organization cannot accept responsibility for loss to any person relying on this article.
  • Fintech 2017 models, charters and more
    Fintech 2017 models, charters and more Oliver Ireland, Sean Ruff; Morrison & Foerster; Tom Young, IFLR Recorded: May 25 2017 87 mins
    The webinar will discuss the current state of fintech services in the US, including state licensing requirements, bank partnership arrangements, and the potential for special purpose bank charters at both the state and federal levels.

    The presenters will also discuss the benefits and potential difficulties of these arrangements. Finally, the discussion will touch on fintech enhancements to existing bank services, including distributed ledger technology. Topics will include:

    •An update on the state of fintech services;
    •Lending and payments models;
    •Bank partnerships;
    •State licenses;
    •Bank Charters;
    •True Lender; and
    •Madden.
  • Turning Vision into Reality: Openbravo Product Roadmap for Specialty Retailers
    Turning Vision into Reality: Openbravo Product Roadmap for Specialty Retailers Maarten Tromp, Director of Product Management at Openbravo Recorded: May 25 2017 56 mins
    In this webinar you will learn about the business drivers for Openbravo’s Retail First strategy and understand how these translate into tangible product innovations designed to give retailers a competitive edge. We will describe the enhancements already delivered as part of our Strategic Technology Roadmap and discuss the product innovations currently being developed for future releases of our software.
  • Now is the Time for Munis
    Now is the Time for Munis Clark Wagner, CIO and Portfolio Manager, First Investors Funds Recorded: May 24 2017 28 mins
    With President Trump's push to slash tax rates on both corporations and high-income individuals, many of your clients may think they don’t need municipal bonds in their investment portfolios anymore. But such thinking belies an understanding of why tax-exempt municipal bonds make sense in any environment.

    Reading past the headlines shows that the tax reforms outlined by the administration so far will likely have little impact on securities issued by state and local governments. The proposal to phase out most deductions might actually boost demand for tax-free munis in states with high taxes. And even if the top rate is cut to 35%, clients can still benefit from reducing their overall tax bill.

    Join Clark Wagner, CIO and Portfolio Manager, in understanding what’s going on in the municipal bond market and why the tax advantages they offer remain valuable, particularly for high-net-worth clients.

    During the webcast, Mr. Wagner, will discuss:

    • Macroeconomic issues and its effects on tax-exempt municipal bonds
    • The state of the municipal bond market
    • How the Tax Exempt Income Fund may benefit portfolios in the current environment
  • Protect your Portfolio Against Volatility
    Protect your Portfolio Against Volatility Wiley D. Angell, Chief Investment Officer of the Fiduciary Asset Management Company Division (FAMCO) of Ziegler Capital Recorded: May 17 2017 37 mins
    Market volatility is inevitable. Over the long-term however, you can help weather market swings by investing in funds that may help provide a measure of certainty in an uncertain world.

    Join, Wiley D. Angell, Senior Portfolio Manager, to discuss an opportunity to reduce volatility while providing more stable returns over time with the First Investors Covered Call Strategy Fund.

    During the webcast, Mr. Angell, will discuss:
    •The new post-election market paradigm
    •Why active management matters in a Covered Call Strategy
    •How a Covered Call Strategy may benefit portfolios against the new paradigm


    Presenter: Wiley D. Angell

    As Chief Investment Officer of the Fiduciary Asset Management Company Division (FAMCO) of Ziegler Capital Management, LLC, Mr. Wiley D. Angell is responsible for the management of the FAMCO Group and directs the Group’s macroeconomic research. Mr. Angell served as Chief Executive Officer of FAMCO, prior to the group joining Ziegler Capital Management in 2015. As one of the founding principals of FAMCO, he has managed portfolios and served FAMCO’s clients since the firm’s inception in 1994. He has managed institutional portfolios for over 30 years, specializing in equity, covered call, fixed income and liability-driven investing.
  • SDG Webinar Series: ZERO HUNGER
    SDG Webinar Series: ZERO HUNGER Responsible-Investor.com Recorded: May 17 2017 61 mins
    Responsible Investor presents a series of four webinars focused on the SDGs (Sustainable development Goals).

    This fourth webinar in the series will focus on how to invest in food security, nutrition and sustainable agriculture..

    The SDGs - officially know as "Transforming our world: the 2030 Agenda for Sustainable Development" – are 17 aspirational Global Goals.

    They have generated unprecedented interest from investors, companies and policy-makers and could be a pivotal moment for responsible investment.

    Responsible Investor is proud to present a series of webinars dedicated to the SDGs that will drill down into some of the key issues and highlight the main points.

    The SDGs could be a game-changer for responsible investment.

    SDG Webinar Series:

    APR 19 - SDG Webinar Series: OVERVIEW
    MAY 03 - SDG Webinar Series: SUSTAINABLE CITIES & COMMUNITIES
    MAY 10 - SDG Webinar Series: GENDER EQUALITY
    MAY 17 - SDG Webinar Series: ZERO HUNGER
  • MiFIR for APAC firms
    MiFIR for APAC firms UnaVista, LSEG and Catena Recorded: May 17 2017 61 mins
    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.
  • Bottom-line Savings through Contract Compliance and Cost Recovery
    Bottom-line Savings through Contract Compliance and Cost Recovery George Albarelli, RAS Director, and Bill Consolie, Practice Leader-Construction Services, both of Experis Finance Recorded: May 10 2017 62 mins
    During this session, we will discuss how identifying risks and weaknesses in the procurement and contract process can result in reduced costs, recovered savings and corporate governance. You will learn how to identify differences between the contracted commercial teams and what is actually invoiced by vendors using a proven four-phased approach, data mining and other techniques to accentuate manual efforts. You also will discover how to embed controls and recover real dollars through an in-depth review of your procurement process and contracts.

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

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

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

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

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

    The SDGs - officially know as "Transforming our world: the 2030 Agenda for Sustainable Development" – are 17 aspirational Global Goals.

    They have generated unprecedented interest from investors, companies and policy-makers and could be a pivotal moment for responsible investment.

    Responsible Investor is proud to present a series of webinars dedicated to the SDGs that will drill down into some of the key issues and highlight the main points.

    The SDGs could be a game-changer for responsible investment.

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


    HOST:
    Vibeka Mair, Senior Reporter, Responsible Investor

    SDG Webinar Series:

    APR 19 - SDG Webinar Series: OVERVIEW
    MAY 03 - SDG Webinar Series: SUSTAINABLE CITIES & COMMUNITIES
    MAY 10 - SDG Webinar Series: GENDER EQUALITY
    MAY 17 - SDG Webinar Series: ZERO HUNGER
  • Privilege: Shifting Sands, Protecting Information in Cross-Border Investigations
    Privilege: Shifting Sands, Protecting Information in Cross-Border Investigations Matt Axelrod (Partner, D.C.) Satindar Dogra (Partner, London) and Adam Lurie (Partner, D.C.), Linklaters LLP Recorded: May 3 2017 61 mins
    With cross-border enforcement on the rise, companies must consider what information, if any, to provide to various regulators. But that’s only the start of the challenge. Having decided to provide information, companies must carefully consider how to protect their privileged and otherwise protected information, including information subject to data protection law.

    This GIR Live webinar will break down these challenges as well as looking at various strategies that companies can take to protect that which is privileged or protected when interacting with regulators around the world.

    In the GIR Live style, the webinar will aim to be highly conversational and will include time for a question and answer session with the presenters.

    Issues to be addressed include:
    •How to protect privilege and data privacy during an internal investigation in response to a regulator.
    •How to interact with regulators while preserving privilege and data protection rules.
    • How do legal privileges and data privacy protections vary between key jurisdictions?
    •How does increasing cross-jurisdictional cooperation between regulators impact these considerations?
    •What recent developments should practitioners should be aware of?
  • Social media in financial services: opportunity or regulatory nightmare?
    Social media in financial services: opportunity or regulatory nightmare? Patrick Barnert, Qumram, Joy Macknight, The Banker, David Bruno, UBS, Courtney McQuade Recorded: May 3 2017 60 mins
    There is no doubt that social media is a valuable engagement platform for any business. So why have financial services firms been so slow to engage with customers via this channel?

    In this webinar we will discuss:
    * What is the truth about social media in financial services: do customers really want it, and if so, what for?

    * How are banks and other financial institutions reacting?

    * Is the use of social media for two-way communication in financial services a reality today?

    * What are the compliance and risk challenges associated with social media usage; how can they be mitigated?

    * Which financial institutions are leading the way?

    * Should banks build their own social platforms to avoid compliance and control issues?
  • Mastering Operational Risk. Theory and Practice in a single package.
    Mastering Operational Risk. Theory and Practice in a single package. Boris Agranovich, Calvin Lee Jun 27 2017 2:00 pm UTC 90 mins
    Join me and our guest, Calvin Lee, Operations Director at RISKID, for a lively discussion as we aim to dispel confusion surrounding many of the elements of the Operational Risk framework.


    Operational risk is perhaps the most significant risk organizations face. Virtually every major loss that has taken place during the past 30 years, from Enron, Worldcom and Baring's Bank to the unauthorized trading incident at Société Générale and the subprime credit crisis, has been driven by operational failures.

    Many financial institutions have spent millions of dollars trying to develop a robust framework for measuring and managing operational risk. Yet, in spite of this huge investment, for many firms developing a viable operational risk management (ORM) program remains an elusive goal.

    This webinar is designed for both current students of the “Mastering Operational Risk” - http://www.globalriskacademy.com/p/orm online course and for other busy risk professionals who are interested in studying both theoretical and practical application of ORM but don’t have time to attend in-person classes.

    The goal is three-fold:

    1. Existing students will be able to understand more on how to work with the RISKID tool and get an opportunity to ask questions about the subject matter.
    2. People who are planning to join the course will get some explanation in what is the course about, how the e-learning system works.
    3. People who are just interested to know more about ORM

    During the webinar we will cover:

    1. 3 things most organizations are focusing on right now.
    2. What are the major steps to take control of operational risks.
    3. How to use Collaborative Risk Management tools to conduct your ORM operations and why traditional risk management practices involving risk registers and Excel are not effective anymore.
  • MiFIR Webinar Series - the right systems and controls
    MiFIR Webinar Series - the right systems and controls LSEG and Kaizen Reporting Jun 28 2017 2:00 pm UTC 60 mins
    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.
  • Living with the DOL Fiduciary Rule
    Living with the DOL Fiduciary Rule Paul Borden, Hillel Cohn; Morrison & Foerster; Thomas Grygiel, ACA Compliance Group Jun 28 2017 4:00 pm UTC 90 mins
    The first phase of the Department of Labor’s (DOL) new fiduciary rule (Fiduciary Rule) was implemented on June 9 2017. The Fiduciary Rule greatly expands the categories of persons who are deemed fiduciaries when dealing with retail retirement investors. Many investment professionals will now be deemed fiduciaries and need to comply with the new standards.

    Join Morrison & Foerster and the ACA Compliance group for this timely webinar in conjunction with the International Financial Law Review.

    Topics Will Include:

    · An overview of the history of the DOL rule;
    · The substance of the rule;
    · The exemptions;
    · Changes we’re already seeing in how broker dealers interact with clients and organize their offerings;
    · What we can expect in terms of future challenges and changes to the rule;
    · Legal liability and potential litigation.
  • Innovate and Protect Existing ERP Investments with Openbravo
    Innovate and Protect Existing ERP Investments with Openbravo Ismael Ciordia, CTO, Openbravo Jun 29 2017 9:30 am UTC 60 mins
    Integration has always been a strong point of Openbravo software and we know it is a key requirement of our larger retail clients with complex IT environments, often based on legacy technologies. In this webinar we will explain how the modular architecture of Openbravo’s technology platform makes it easy to integrate with third-party IT systems, including Tier-1 corporate ERP systems. We will describe the model designed to support various ERP systems and integration scenarios and how it can help to significantly reduce the implementation time and ensure protection of existing ERP investments.
  • Innove y proteja inversiones ERP existentes con Openbravo
    Innove y proteja inversiones ERP existentes con Openbravo Ismael Ciordia, CTO, Openbravo. Jun 29 2017 3:00 pm UTC 60 mins
    En este webinar explicaremos cómo la arquitectura modular de la plataforma tecnológica de Openbravo facilita la integración con sistemas de terceros, incluidos sistemas ERP Tier-1 corporativos. Describiremos el modelo diseñado para soportar distintos sistemas ERP y escenarios de integración y cómo dicha estrategia ayuda a reducir significativamente el tiempo de implantación y a asegurar la protección de inversiones ERP existentes.
  • Adopting the new revenue recognition standards [Replay]
    Adopting the new revenue recognition standards [Replay] Brian Sommer, CEO - Techventive; Richa Dubey, Strategy - Workday; Tammy Cunha Compliance, Reporting, Revenue- JDA Software Jun 29 2017 4:00 pm UTC 60 mins
    Revenue recognition is already one of the most difficult financial and accounting processes to get right, and it’s one of the leading causes of restatement.

    With the introduction of ASC 606/IFRS 15, revenue recognition standards are experiencing significant change. Have you planned for your organization’s transition?

    Watch the webinar replay with Brian Sommer, CEO, TechVentive; Tammy Cunha, senior director, Compliance and Reporting, Revenue, JDA Software; and Richa Dubey, director, Revenue Product Strategy, Workday, to better understand the requirements and helpful ways practitioners like you are transitioning to the new standards.

    During this session, you will hear:

    An overview of the changes
    Best practices for transitioning and how to apply them to your own organization
    Real-world examples of Workday Financial Management that allow you to maximize your Financial IT to manage, account for,expense, forecast, and recognize revenue according to today’s guidelines and the financial planning of tomorrow
  • How to make patient information work for you
    How to make patient information work for you Robin Borneman Jul 12 2017 4:00 pm UTC 30 mins
    Collecting payments for healthcare services is more challenging than ever. The more patient data gathered during the initial point of contact with patients, the more equipped your office will be when collecting any unpaid balances down the road. In this engaging Webinar, you’ll learn some actionable tips for improving your patient contact procedures to collect more money when the time comes.

    Robin Borneman, the Training and Development Manager at IC System, will lead this 30-minute presentation, bringing with her 14 years of collections industry experience in healthcare, government, and financial services.

    In this webcast you will learn:

    •Critical Information to collect at registration.
    •Benefits of using, asking, and retaining HSA information.
    •Intake: How much is too much?
    •How to use the information to recover the cost of service.
  • Open Banking – what does it mean for banks & fintech’s?
    Open Banking – what does it mean for banks & fintech’s? TBC Jul 18 2017 12:45 pm UTC 90 mins
    Open Banking is coming in January 2018, but what does this mean and does it change anything?
    ENVESTNET YODLEE has lead the way for 18 years, helping users access their data via services provided by both banks and fintech providers. This Webinar will provide a perspective from a bank, fintech and platform provider on the changes coming next year.
  • MiFIR Webinar Series - Surveillance made easy
    MiFIR Webinar Series - Surveillance made easy LSEG Jul 18 2017 2:00 pm UTC 60 mins
    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.
  • Regulatory Burden Relief: What to Anticipate
    Regulatory Burden Relief: What to Anticipate Anna Pinedo and Oliver Ireland, Morrison & Foerster; Paul H Kupiec, American Enterprise Institute; IFLR Jul 25 2017 2:00 pm UTC 90 mins
    Join IFLR, Morrison & Foerster and the American Enterprise Institute as presenters share their views and predictions regarding:

    · the Presidential Orders relating to deregulation;
    · the Treasury Department’s initial report regarding the core principles of financial regulation;
    · the Financial CHOICE Act and its principal provisions;
    · the areas of regulatory reform as to which compromise may be possible; and
    · the likely path forward for regulatory reform and what you should expect in 2017.