Higher Education Industry Spotlight: Join this panel discussion with Elizabeth Dionne, Director of Finance at College of the Holy Cross, and John McGrath, Budgeting Manager at Babson College, as they discuss how finance can help better address emerging challenges for educational institutions.Read more >
An introduction to secured finance by Shaheer Guirguis, Head of Secured Finance at Insight Investment.Read more >
Managing operational resilience in today’s digital environment is extremely challenging, whether your organization is public, private or governmental. In response to the continued growth of cyber-attacks, many organizations have decided it’s time to focus more of their efforts on cyber resiliency. This approach to proactively dealing with the potential outcome of cyber-attacks increases the organization’s awareness of the potential impacts and costs, and enables them to take actions that reduce the overall risk to the organization, minimize the impact of cyber-attacks, and more predictably ensure the continuity of essential services.
This webinar will provide a high-level overview of cyber resiliency and explore the following aspects of cyber resiliency:
• Where cyber resiliency differs from traditional business continuity management
• How to determine your organization's need for cyber resiliency
• Practical ways to assess your current and future organizational exposure
• Who should be involved in cyber resiliency
• What are some practice steps to begin implementing a cyber resiliency program
Whether or not you have embraced a formal cyber resiliency program, this session will provide some practical advice on what cyber resiliency is, how to incorporate it in your organization’s overall business continuity management efforts, and what cyber resiliency can mean to improving your organization’s ability to withstand a cyber attack.
Stephen Head, CPA, CISSP, CISM, CBCP
Sr. Manager - Risk Advisory Services
Director, Information Security Center of Expertise
Experis US, Inc.
Director, Risk Advisory Services
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:
•Cash management / cash flow
Presented by George Albarelli, RAS Director, and Bill Consolie, Practice Leader-Construction Services, both of Experis Finance.
Assessment and implementation of the new revenue recognition standard is in full force and moving beyond the assessment phase for many companies. This webinar will provide a high-level summary of the new revenue recognition standard focusing on implementation considerations including tax and internal control documentation and procedures, as well as disclosure requirements and examples of the new significant footnote disclosures. This webinar will go beyond the debits and credits and into specific areas that companies should focus on as they move toward the adoption date. The presenters will share their perspectives gained and other issues noted when advising clients on their assessment and implementations as well as noted within industry guidance.
Pam Henry, CPA, CGMA; Director - Finance and Accounting
Ladonna Johnson, CPA; Engagement Manager – Technical Accounting
Are there parallels between financial crises today and those 800 years ago? Ever since the financial crisis of 2007-8, finance has never been far from the front pages, but this is not new - we can find a credit crunch, sovereign default and rate rigging in medieval Europe. Just like current investment bankers, medieval merchants were engaged in financial engineering, risky lending to governments and manipulation of exchange
rates. This presentation will explore how medieval financial innovations have many parallels with recent events.
Adrian is interested in the history of finance and is working on a major project funded by the Leverhulme Trust with Professor Chris Brooks and Dr Tony Moore. This three year project began in January 2012, and focuses on medieval foreign exchange. This project builds upon a previous major project for the ESRC which investigated the early and innovative use of credit finance by a succession of English medieval monarchs and the earlier ESRC project entitled “Modern Finance in the
“Change or Die”. The title of Alan Deutschman’s book says it all. While mandates for organizational change may not always be quite so severe, the fact of the matter is that any organization that isn’t undergoing change, or at a minimum contemplating a change, may reach a point of diminishing value. Nowhere is this axiom more applicable than in the finance function.
The dynamic nature of finance demands constant attention to improvement opportunities, some of which may be dramatic (e.g., out-sourcing or reorganization) and some of which may be less so (process redesign). Regardless of the scope of change, the results are likely to be significant to the organization.
• Determine your finance department’s need, aptitude and capacity for change
• Identify options that would make sense to your organization
• Develop a framework within which transformational activities can be pursued
Why is Business Continuity Management (BCM) relevant to your organization? BCM is most relevant to organizations seeking to mitigate exposure to emerging global risk and trends. Learn the "value added" role of Internal Audit.
After attending this webinar, you will be able to:
•Understand the importance of Business Continuity Management to your organization
•Discover the emerging global risks and trends that could impact the viability of your organization
•Learn the "value added" role of Internal Audit as it relates to Business Continuity Management
The Foreign Corrupt Practice Act (FCPA) is here to stay. So, too, is the expanding landscape of anti-corruption regulations, enforcement and media scrutiny around the world. Today, more than ever, companies operating domestically and internationally should understand their corruption risks and have effective programs in place to mitigate those risks. This webinar goes beyond an overview of the FCPA to a practice discussion of what your organization can do to help provide senior leadership, the Board, investors, customers and other stakeholders assurance your company is operating ethically and corruption-free across the globe.
After attending this webinar, you will be able to:
•Describe the ever changing landscape of anti-corruption legislation and enforcement around the globe
•Help your organization assess the design and effectiveness of your existing FCPA and global anti-corruption programs against regulatory requirements and leading compliance practices
•Develop a comprehensive global anti-corruption risk assessment model tailored and scaled to fit your organization
•Learn of various tools and resources available to assist in your global anti-corruption compliance efforts
•Understand the specific and unique risk landscape of doing business in China
Globalization, sovereign debt, political and social risk, health care reform, Dodd-Frank, cloud computing, social networking, Web 2.0, XBRL, big data … .These are among the many forces that will impact the finance function over the next several years. These forces can create chaos -- or provide visionary leaders with a once-in-a-life time opportunity to re-charge the industry.reate their finance function.
This session will provide a vision and practical approach to harness these forces , in practical ways, to streamline the production of accounting data, manage risk and drive enterprise value creation.
After participating in this webinar, you'll be able to:
•Define the most impactful trends affecting the finance function over the next 8 – 10 years
•Identify the critical initiatives enabling the finance function to capitalize on these developments
•Describe the key components of an analytic ecosystem that enables partnership between finance and business stakeholders and delivers high-value insight
In the lead up to the Innovate Finance Global Summit 2017, FinTech leaders will come together to discuss the implications of several global events on the development of the FinTech ecosystem.
Lawrence Wintermeyer, CEO, Innovate Finance
Saalim Chowdhury, Entrepreneur in Residence, 500 Startups
Marta Krupinska, GM & Co-Founder at Azimo
Spiros Margaris, Venture Capitalist and Senior Advisor
Dan Morgan, Director of Policy and Regulation, Innovate Finance
Jackson Mueller, Associate Director, FinTech Program, Center for Financial Markets at Milken Institute
Lucian Morris, Head of UK FinTech, Deloitte
Niels Turfboer, Managing Director Benelux & UK, Spotcap
Simon Taylor, 11FS
This webinar provides an introductory overview of NHS Finance in England, to gain as awareness and basic understanding of how NHS finance works. You will learn about the distinction between capital and revenue and different finance regimes operated in the NHS. It will also include information on where the money is spent and International comparisons.Read more >
Regulators acknowledge the risks associated with vendor relationships and have demanded that business leaders monitor and take responsibility for the actions of their vendors through various laws and standards such as the Sarbanes-Oxley Act, the Gramm-Leach-Bliley Act, the FCPA, the Health Insurance Portability and Accountability Act, as well as the Payment Card Industry Data Security Standard (PCI DSS) requirements and CFPB guidance.
Consequently, vendor management is currently at the forefront of organizational risk management priorities and Internal Audit needs to address vendor management and third party risk in their audit planning and execution.
In this presentation, you will:
- Gain an understanding of the potential risks that may arise from the use of third party service providers
- Identify the basic elements of an effective third party risk management program
Banking is changing! The emergence of digital technologies and fintech are supporting changes in the way consumers use these products/services, particularly millennials.
These new style banking services are becoming much more than simply a way to look at one's bank account, or to pay. They are becoming truly financial cockpits and watchtowers that consumers can use for a wide range of usages whenever, wherever whether it is to manage better their finance, pay and order on mobile commerce, transfer money between them, etc.
We will discuss the way they are transforming personal finance, how consumers change their usage patterns, what are the impacts, how startups innovate, how incumbents and new players are interacting, where are the truly disruptive services, etc.
Death to Spreadsheets!
Despite the growing popularity of data visualization tools across all industries, the finance sector still relies heavily on seeing data presented in tabular form. Analysts in financial institutions often spend a large part of their day pouring over spreadsheets, extracting numbers, pivoting tables, running macros and making adjustments before creating static reports to print for management meetings.
But what happens if you have another question?
We argue that there is a better way to approach financial data and to unlock more of the collective brain power of your analysts. We will show you a number of options for visualizing financial results, highlighting trends and developing KPI dashboards that provide real insights quickly. Because there are more valuable things your staff could be doing than wrangling with spreadsheets
Join BrightTALK and Startup Bootcamp NYC for a live broadcast of two sessions:
The Twitter White House: How Tweets are Changing the Political Information Paradigm
Learn how social data has become the tripwire for staying ahead of global market volatility in the era of President Trump. It’s clear that we’ve seen a major shift in the way news is flowing across the political landscape over the past few months. The question is, how are financial professionals positioned to ensure they are able to stay ahead of this new phenomenon? This shift in how news is breaking is making detecting and ultimately leveraging the valuable signals coming from Twitter more important than ever for the financial information industry.
Robert Mata, Director of Marketing, Finance, Dataminr
The Trump Effect - How will the Trump administration's policies impact the markets?
Join FISD for a blockbuster Learning & Libations event. John Duncan, policy expert, will discuss the public policy agenda under the new President and Congress, particularly as it impacts the issues investors should consider in various sectors including financial services/mortgages, health care, energy, industrials, as well as broader fiscal policy.
John Duncan, Principal, Meridian Research Group
Over the past 5-10 years technology has crept into our daily financial lives. So much so that we now bank digitally, rather than in banks, we can pay for almost anything with our phones and borrow money from perfect strangers, communities and alternate means - all through technology and the internet. But how did we get here? What is Fintech really? And where are we going?
Watch this short documentary as an introduction to FinTech and the future of Finance and learn:
- Where did FinTech come from?
- What is FinTech?
- What comes next?
- Is it a disruptive force, or a innovative force?
- Is collaboration between Finance and FinTech possible?
CEO of Innovate Finance, Lawrence Wintermeyer discusses the key themes facing the FinTech ecosystem at the Innovate Finance Global Summit 2017.Read more >
Although it is typically discussed in reference to managing client behavior, behavioral finance can also inform the way that we manage money and construct portfolios. By understanding the most common behavioral errors, we can begin to design investment processes that are robust to these errors. They are:
Ego - the human tendency toward overconfidence
Attention - our conflation of the lurid with the probable
Emotion - our proneness to let affect drive risk perception
Conservation - our asymmetric preferences for the status quo and gains relative to change and loss
Recorded October 10, 2013 at 2013 Bond Dealers of America National Fixed Income Conference
The municipal bond tax exemption segment of the 2013 BDA Conference Public Finance Panel covers the "clear and present" threat to the tax-exempt status of municipal bonds, how the debate is shaping up, who supports it in Washington, and the important issues for state and local governments to focus on when they're lobbying Congress.
As modern finance professionals, we are facing the most challenging FinTech conditions for decades as we strive to be better business partners.
In this 30 minute webinar replay will explore the 2016 FSN "The Future of Financial Planning, Budgeting, and Forecasting"" global research findings, and reveal:
The critical challenges facing everyone from the CFO to FP&A managers across the globe.
A better understanding of the changing financial landscape around audit and compliance, cloud ERP and procurement.
Why we need to transition to a culture of continuous financial planning.
How the finance function can transform into a more strategic business partner.
Watch now and learn how you can lead your organization into the future.
Data visualisation is a discipline that uses graphs and charts to easily communicate large chunks of data into easily digestible formats.
When it comes to personal finance, data visualization has been used to create useful dashboards where users can keep track of their spending, income, and budgeting.
Join this session where we will discuss:
-Why is data visualization so useful when it comes to personal finance?
-What are the best data viz tools/apps for personal finance?
-What are customers missing from banks that personal finance fintechs are able to provide?
-What are the best practice tips for using dashboards and apps to improve personal finance?
-What are some common mistakes people make when managing their personal finances?
-What are some common misconceptions of data visualization?