Michael S. Finke explains how you can analyze your client interactions and learn to build upon your relationship skills.Read more >
In this session we will take estate planning apart and show when and where a testamentary trust, a SMSF and a Will come in handy. Presesnted by Grant Abbott - leading SMSF expert and Tony Anamourlis - Head Partner at NowInfinity Legal and tax and estate planning expert - this hands on session will provide some unique insights into estate planning structures.Read more >
Many feel that financial planning and investment management are uneasy companions within a financial planning firm.
Lee Robertson, CEO of Investment Quorum, outlines why they decided to combine both elements of wealth management to the overall benefit of his clients, his advisers and his firm.
In this webinar, you will learn:
· The problems encountered leading to a rationale which combines financial planning and investment management
· The journey to becoming investment managers
· The Investment Quorum proposition
· The benefits for clients, advisers and the firm
· Key issues for consideration
Retirement may seem like a distant reality, but many small business owners wait until it's too late to successfully transfer their company to the next generation. Succession planning is a process that involves much more than just transfer of ownership, and it only becomes more complicated when you add family dynamics to the mix.
Join this Manta Experts webinar to learn why so many family businesses fail when it's time to transfer operations, and what you can do to create a succession plan that works.
Pensions freedoms in the UK are now nearly 6 months old. Advisers have been adding value by helping clients make an informed decision on the choices available, but are all tools that are available to help in this process equally fit for purpose?
Understanding how the tools work and their limitations is a critical step both in providing compliant and robust advice, and in explaining the results to clients.
eValue explains the methodologies and limitations of the income planning tools provided to advisers to help advisers ask the right questions to become comfortable with the tools selected. The webinar covers:
- Why the modelling risks are so important in post retirement income planning
- The main types of forecast methodology and their limitations
- What to look out for when choosing your income planning tool
The C-level suite agrees that aligning business and technology objectives are an essential element in achieving what’s necessary to win, retain and serve their customers, however, are they putting their money where their mouths are? The data tells a different story. According to Forrester Research, while two thirds of CIOs and CMOs agree that the CMO is an active participant in strategic planning, the perception of CIO involvement varies significantly between the two roles. Moreover, half of surveyed PMO leaders feel they have all the tools in place to competently manage the portfolio pipeline. Companies are routinely adopting practices to deliver faster and better; it’s time for executives to do the same. Effectively managing a portfolio that enables business leaders to achieve their strategic objectives requires tooling that supports pragmatic practices in order to gather data at the right level and at the right time.
This presentation examines portfolio management trends and best practices that high achieving organizations have applied to turbo charge their planning process.
Forrester Research, Inc., The State Of Strategic Execution In 2015, January 27, 2015
This event is approved for 1 Professional Development Unit (PDU) credit.
Realistic planning assumptions are an important element in a business continuity program. Why? They enable the planning team to identify the parameters they’re expecting to encounter following a disaster. They aren’t “pie-in-the-sky” wish lists but rather they’re the planner’s best guess about the conditions that will exist. Smart assumptions are usually unfavorable conditions, such as the lack of electric power or the unavailability of key people. Not-so-smart planning assumptions rely on best-case conditions that are probably not realistic.Read more >
With millions of pieces of personal data lost last year, this Summit will focus on whether data breaches are inevitable and if the worst happens, how you should respond to protect your organization. The discussion will center on the topic of risk management as part of the overall project management plan. We will explore various tools and techniques for risk identification, analysis, prioritization, response planning, and monitor/control processes. Examples of real-world data breach cases will be presented to link the theoretical framework with practical application.Read more >
Continuity planning is simply the good business practice of ensuring the execution of essential functions through all circumstances, and it is a fundamental responsibility of public institutions and private entities responsible to their stakeholders. Continuity planning should not be a separate and compartmentalized function performed by independent cells of a few planners in each organization. Organizations must fully integrate continuity into all aspects of an organization’s daily operations, thus creating a “culture of continuity.”
The COOP presentation will:
1. Provide an understanding of Continuity Planning and Risk Management,
2. Explain the importance of a viable Continuity capability,
3. Emphasize the need for a viable Continuity capability in all organizations that enable organizations to continue their essential functions across a broad spectrum of emergencies.
In addition to providing an overview of Continuity of Operations, the COOP presentation will also:
Educate Federal, State, territorial, tribal, local government jurisdictions, private sector organizations, and emergency management practitioners on the importance of integrating Continuity into daily operations, functions, plans, and mission areas.
Emphasize the Federal Government’s Policy requiring Federal agencies to be prepared for unpredictable threats such as earthquakes, accidents, sabotage, and terrorism.
Discuss the importance for State, territorial, tribal, local government jurisdictions, private sector organizations to be prepared for unpredictable disruption of business operations.
Provide States, territories, tribes, local government jurisdictions, private sector organizations, and businesses with assistance, guidance, knowledge, networking, resources, and tools needed to succeed.
New technologies are emerging at a rapid pace and it’s imperative that companies are ready to embrace, lead and execute in this new landscape. Kurt DelBene is Microsoft’s Executive Vice President for Corporate Strategy and Planning, his role is to monitor emerging technology and guide Microsoft’s strategy to stay ahead of the trends. During this interview Kurt will talk about his role, his view of emerging trends and how he works with Microsoft’s CEO and executive suite to drive strategic initiatives.Read more >
In this session, we will continue our detailed investigation of the ITIL® framework, as we take on Transition Planning and Support. It’s one of the most recognized processes from the Service Transition book.
Service Transition is a seriously undervalued part of the IT services lifecycle, as it stands between design/development and “Business as Usual” (BAU) operations. While there is consensus that this is an important part of the equation, there is frighteningly little consensus about what good operating practices look like. In many cases, people on both sides of the Dev/Ops gulf struggle with where responsibilities start/stop and how to mediate the differences. In this session, we’ll dig down into the guidance to understand the transition stage and its fit within the lifecycle. As we do, we’ll talk about some practical steps you can take to reduce the associated uncertainty with and increase the number of successful transitions.
During this presentation, we’ll talk about:
How Transition Planning and Support can be useful to you beyond what is written in the ITIL publications;
What role Service Transition and Support plays in improving your current practices;
The different types of planning and how they fit together;
What you should pay attention to, to ensure you are getting all you can from your Service Transition activities.
Register now - join us to find out how to have Transition Planning and Support deliver better results for your organization.
When corporate priorities keep changing, how do you shift current projects, available resources and remaining budgets to deliver on the new business objectives?
Moreover, how do you provide visibility of these new priorities from the executive team down to the execution teams?
Join Simon Meadows, Principal Consultant from CA Technologies, to learn how you can drive business agility with strategic planning to support evolving business priorities, maximize resources and deliver projects on time.
This session will also cover:
•The importance of perpetual planning
•How to provide visibility & transparency of plans and priorities
•How to integrate mobile and collaborative capabilities into your PPM practices
From anxiety-provoking "financial entertainment" such as CNBC to financial advisors who literally put their own interests and those of their big bank employers ahead of the interests of clients, much financial advice is biased due to competing loyalties. True fiduciaries on the other hand, are legally obligated to put client interests before their own.
Please join our fiduciaries for a live webinar on fiduciary financial planning and a 5-step integrated approach to placing client goals first in every aspect of their financial lives - from investing and insurance to real estate.