Hi [[ session.user.profile.firstName ]]

Roundtable Discussion: Beating the Competition as a Small Business Owner

Modern technology and empowered customers have changed the way small business owners market their business and communicate with prospects and customers. Hear from our expert panelists on how the most successful small business owners are navigating through these changes and how you can turn prospects and customers into raving fans.

Panelists:
- Scott Klososky, ‎Partner, Future Point of View, LLC
- Anita Campbell, CEO, Small Business Trends LLC
- Ramon Ray, Marketing & Tech Evangelist, Infusionsoft & Smallbiztechnology
- Robin Joy, VP, Mobile and Online, DocuSign
Recorded Sep 26 2013 59 mins
Your place is confirmed,
we'll send you email reminders
Presented by
Scott Klososky, FPOV; Anita Campbell, Small Business Trends; Ramon Ray, Smallbiztechnology; Robin Joy, DocuSign
Presentation preview: Roundtable Discussion: Beating the Competition as a Small Business Owner

Network with like-minded attendees

  • [[ session.user.profile.displayName ]]
    Add a photo
    • [[ session.user.profile.displayName ]]
    • [[ session.user.profile.jobTitle ]]
    • [[ session.user.profile.companyName ]]
    • [[ userProfileTemplateHelper.getLocation(session.user.profile) ]]
  • [[ card.displayName ]]
    • [[ card.displayName ]]
    • [[ card.jobTitle ]]
    • [[ card.companyName ]]
    • [[ userProfileTemplateHelper.getLocation(card) ]]
  • Channel
  • Channel profile
  • Ask the Blockchain Expert: Live Q&A on Blockchain Basics and Beyond Apr 6 2017 3:00 pm UTC 60 mins
    David Siegel, Blockchain and Decentralization expert
    What is this Blockchain thing? What can you do with it? Where do you go from here?

    David Siegel, Blockchain and Decentralization expert, is a web pioneer, author, and serial entrepreneur. He is the world’s first web designer, started one of the world’s first web-design agencies, and sold it to KPMG.

    Tune in to this session where David will answer all of your Blockchain-related questions from the most basic, to the more complex.
  • Is the cost of cross border payments now a deciding factor for SMEs? Mar 16 2017 3:00 pm UTC 60 mins
    Gustė Sadaunykaitė (TransferGo), Joe Goetz (Transpay), Julian Wallis (Ingenico)
    According to the latest research done by ‘Saxo Payments’ on cross border B2B payments landscape, almost 50 percent of businesses are dissatisfied with the rates associated with cross border payments, with 80 percent stating that they would consider changing supplier if it reduced costs.

    But why the adaptation of alternative providers is so slow? What kind of other solutions SMEs really have? How this cross border payment friction can be removed?

    Join us in the discussion on “Is the cost of cross border payments now a deciding factor for SMEs?” and learn what the industry experts and market players think about this issue.
  • Digital Payments: Where next? Mar 15 2017 1:00 pm UTC 60 mins
    David Parker (Polymath Consulting), Adam Kissane (Deloitte), Liam Spence (Vocalink), Alix Murphy (WorldRemit)
    Digital payments saw an increase in popularity last year and doesn't show any signs of slowing down. With more and more countries supporting the fight to go cashless, will 2017 truly be the year of digital payments?

    Join this panel where industry experts will discuss:

    · Digital Payments v the need of the consumer for instant gratification are they compatible.

    · Consumers say they want to deal with banks for security v Fintech and understanding consumers what they want

    · Data and the limitations of what goes down card scheme rails

    · Closed loop digital payment solutions v new schemes v open loop who will win

    · How long until the majority of consumers no longer feel the need to carry some cash, or is that an unrealistic expectation

    · Will increasing regulation mean frictionless digital payments become a mirage
  • The Requirement for Identity in Distributed Ledgers Mar 14 2017 3:00 pm UTC 60 mins
    Ben Matthews and Matt Britton (BCS Consulting)
    As adoption of distributed ledger technology (DLT) in the financial services industry moves ever closer, discussion is progressing to the next level of detail on questions of identity, governance and jurisdiction.

    The majority view – shared by industry consortia and regulators - is that DLT networks in financial services will need to be private, permissioned environments in which all participants are fully identifiable, in contrast to the pseudonymous approach taken by Bitcoin.

    This webinar will explore requirements for identity in the context of industry-strength DLT networks, and highlight key considerations for industry participants going forward.
  • Payments in a Blockchain World Mar 14 2017 11:00 am UTC 60 mins
    Niamh O'Connell (Deloitte), Peter Bidewell (Applied Blockchain), Anders Brownworth (Circle), Philipp Netzer (Lykke)
    The payments industry has come under the microscope again as a means to apply blockchain technology. From tracking welfare payments by the government, to banks improving their payments products, to cross-border remittances becoming cheaper and easier, there is no stopping the impact the technology continues to have.

    This panel will open up the debate and discuss the following and more:

    -What is the effect of a distributed ledger solution on costly payment processing infrastructure?
    -Can blockchain technology make payments more secure?
    -Industry experts' experiences and applications
    -Future opportunities and risks involved
  • Get Your Own Damn Pay Mar 8 2017 5:00 pm UTC 60 mins
    Scott Gamble (Mobios), Bruce Parker (Modo), Daniel Vallerey (Yello), Michael Rolph (Yoyo), Scott Underwood (Niu Solutions)
    In the fragmented world of digital payments, some merchants have shown that they are not willing to abdicate control of their valuable customer relationships to third party open mobile payment systems. Companies like Walmart, Target and CVS have announced their own in-app payment solutions to take control of the entire customer lifecycle from enrollment to checkout, even while continuing to support broader mobile payment initiatives sponsored by platform/OS companies.

    This talk will discuss both sides of this rapidly-evolving phenomenon, and will help you decide if you need "your own damn Pay".
  • The FINTECH Book Series - Latest InsurTECH RegTECH & WealthTECH Trends explained Recorded: Feb 23 2017 56 mins
    Susanne Chishti, Shan Millie, Thomas Puschmann, Janos Barberis
    As the front-line industry insider's look at the financial technology explosion,
    "The FINTECH Book" is your primary guide to the financial technology revolution, and the disruption, innovation and opportunity therein.

    It was the first crowd-sourced, Amazon best-selling book on FINTECH globally, representing thought leaders across 27 countries.

    Now, the Editors are launching a new series of three books on InsurTECH, RegTECH and WealthTECH and are here to answer your nagging questions.

    Join the Editors in this live webinar where they will discuss:

    -InsurTECH, RegTECH and WealthTECH trends
    -Success stories & lessons learned from investors, entrepreneurs, and visionaries
    -New business & revenue models
    -How will the respective sectors change
    -Overview of The FINTECH Book Series which will be published by the leading publisher WILEY
    - You can still vote for the best abstracts on www.TheFINTECHBook.com until 28 Feb 2017
  • Banking 2020: A Vision of the Future Recorded: Feb 21 2017 60 mins
    Francisco Lorca (startupbootcamp), Philipp Buschmann (EuropeOne Bank), Nic Gidaracos (PACE Invoice), Luka Ivicevic (Penta)
    The terms neo bank, challenger bank, and digital bank have been thrown around a lot in the FinTech space. Attend this panel session to get the full low down on what exactly these are, what differentiates them, and what impact they will have on the banking space.

    The panelists will discuss:
    -The key differences with neo, challenger, and digital banks
    -Where are we in the innovation lifecycle?
    -What are some of the challenges (business model, customers expecting free services), etc?
    -What should incumbents be doing to keep their customers happy with all the new competition?
    -Where digital banking is moving from digital banks vs digitized legacy banks
    -Impact of 3rd party APIs on banking
  • PSD2: Will banks sink or swim? Recorded: Feb 20 2017 64 mins
    Alex Kwiatkowski (Misys), Adam Kissane (Deloitte), Steve Kirsch (Token), Stefan Weiss (Fidor), Ben Matthews (BCS Consulting)
    The seismic effects of PSD2 will hit banking hard in the next 18 months. And as the regulation lays the foundations for a new era of openness in financial services it is already disturbing the comfortable status quo. Banks will need to manage this revolutionary change and as the clock is ticking ever-louder towards the January 2018 deadline, we must look at what PSD2 involves, why it matters and identify threats and opportunities.

    We'll explore how banks can transform and importantly, what happens if they don't. Now is the time - sink or swim, win or lose?
  • 2017 Fintech predictions and why start-ups should join an accelerator Recorded: Feb 2 2017 40 mins
    Yossi Hasson, Managing Director at Techstars
    Yossi Hasson, MD of the Barclays Techstars Accelerator, a successful entrepreneur, mentor and angel investor is about to embark on running the second Barclays Techstars accelerator in Cape Town.

    Working with Barclays they will look to bring in the best fintech startups from around the globe to disrupt the financial industry. With his finger firmly on the pulse, Yossi has compiled his predictions for fintech for Africa in 2017.

    So why should fintech startups be intersted in joining the Barclays Techstars accelerator? Yossi will take you through the benefits of the programme, how you can make 1 years worth of progress in 3 months and how to deliver a kick ass application to join Techstars.
  • Legg Mason Outlook: What Could Go Right in 2017 Recorded: Jan 10 2017 58 mins
    Scott Glasser, Carl Eichstaedt, Jack McIntyre, James Norman
    There's no shortage of risks now, but experienced investors consider what could go right as well as wrong. That's why we brought four of Legg Mason’s top managers together to explore the potential positives for 2017 -- and how the year could unfold to get there. Welcome to this edition of MASTERCLASS.

    •Scott Glasser - Co-CIO, Managing Director, Portfolio Manager at ClearBridge Investments
    •Carl Eichstaedt - Portfolio Manager at Western Asset
    •Jack McIntyre - Portfolio Manager at Brandywine Global
    •James Norman - President, Equity Strategy at QS Investors
  • New Opportunities in Infrastructure Investment Recorded: Dec 15 2016 46 mins
    Rob Amodeo, Western Asset - Nick Langley, RARE Infrastructure - Matt Schiffman, Legg Mason
    A post election conversation about new opportunities in infrastructure investment with Rob Amodeo from Western Asset and Nick Langley from RARE Infrastructure.

    Keywords:
    investment, finance, election, technology, infrastructure
  • Steering FinTech towards Sustainable Development & Green Economies Recorded: Dec 14 2016 31 mins
    Hazel Henderson, D.Sc.Hon., (FRSA)
    In 2015, the United Nations’ 195 member countries adopted their Sustainable Development Goals (SDGs) and committed to the global transition from the fossil-fueled industrial Era to low-carbon, knowledge-richer, green economies. This requires reforming incumbent finance and democratizing such services to drive this global transition toward accessible green technologies, jobs and infrastructure. While FINTECH companies can power this transition, few have embraced the potential of this next stage of human development. Too many FINTECH startups are being acquired by incumbent banks or coopted to serve narrow interests and conventional profit-maximizing.

    •Many block-chain based patents have been filed by Goldman Sachs, Wells Fargo, J.P. Morgan, Bank of America, as well as similar initiatives by Barclay’s, UBS, Santander, along with venture capital investors. Over 50 major financial institutions see FINTECH as cutting their internal costs by up to $20 billion annually by 2020.
    •Will FINTECH no longer be disrupting incumbent financial giants – but serving them by merely “paving their legacy cow paths” (i.e., back-office systems, records, transfers, loans, remittances)?
    •Or will FINTECH adopt higher goals and independent values beyond Wall Street’s worst greed and self-interest? Will they join the global transition to more sharing, accessible, cleaner, greener, sustainable economies for our common future?
  • Digital Transformation in Financial Services Recorded: Dec 14 2016 61 mins
    Jeff Tijssen, Spiros Margaris, Helene Panzarino, Ghela Boskovich, Bruce Jennings
    Join this panel session where our experts will discuss:

    - How are customers' demands changing, and how should banks respond?
    - How will new regulatory initiatives such as PSD2 and Open Banking change the face of banking?
    - Are banks truly digital, or are they just digitising existing processes?
    - The importance of partnerships and working with startups to unlock innovation
    - Will new emerging technologies such as blockchain and AI truly shake up the banking sector? When will we see widespread adoption?
    - What are the key challenges that are preventing banks from being more innovative, and how to overcome them?
  • Emerging Trends in FinTech: What's next for 2017? Recorded: Dec 13 2016 64 mins
    Salim Dhanani (Carta), Ina Yulo (BrightTALK), Paul Hampton (Gemalto), Tom Ryan (Anthemis)
    2016 has been an eventful year for FinTech in Europe. We’ve seen the rise of challenger banks, established banks snap-up stakes in rising stars, blockchain become mainstream and a growing demand by consumers, and businesses, for increasingly sophisticated FinTech solutions. Great. So now what do we think is in store for 2017?

    Join this panel to hear:

    -Experts' views on the year that was and what's to come
    -Will Blockchain still be a big thing?
    -Which new technologies can we expect to boom next year?
    -What's the next step in the journey for bank-fintech collaboration?
    -How will new regulations affect incumbents and new players?
    -Is there any innovation left in the payments industry?
  • Transforming cross-border payments with synergy from banks and FinTechs Recorded: Dec 13 2016 60 mins
    Gustė Sadaunykaitė (TransferGo), Alix Murphy (WorldRemit), Céline Winant-Pateron (Mango Pay), Alon Bigler (Credorax)
    Join this session where we will discuss:

    -What does transformation in cross-border payments mean today? In your opinion, has the FinTech bubble bursted already?

    -Why have we stopped talking about the revolution but started to look for the synergy between FinTechs and banks?

    -Why do banks cooperate with FinTech companies?

    -What is the advantage for FinTechs working with banks?

    -Does this cooperation comes from necessity or a genuine willingness to improve the services for the consumers?

    -Who is “selling” themselves to whom? FinTechs to banks or banks to FinTechs? Is it really a synergy?

    -What is next for cross-border payments?
  • Global Communications, Meet Compliance and Save Costs Recorded: Dec 13 2016 33 mins
    Marcus Kellman and Ed Grant (Solgari)
    Many fintech companies are successfully disrupting the financial services industry, but traditional obstacles continue to impede fast growth and compliance with strict regulations.

    In this webinar, you’ll discover how cloud technology offers the necessary flexibility and functionality, at a fraction of the price of traditional telephony systems.

    You’ll also have the chance to ask questions, so this is a great opportunity to better understand cloud communications and learn how your business can benefit from more integrated, flexible and smarter systems.

    -Learn how to meet all communications requirements today and tomorrow in the cloud.
    -Hear how cloud technology helps fintech address compliance and reduce audit costs.
    -Discover how to meet all standards immediately: PCI DSS, FCA & SEC Regulation, MIFID II.
  • Challenger Banks - where's the challenge? Recorded: Dec 8 2016 59 mins
    Louise Beaumont (techUK) Megan Caywood (Starling Bank) Bharat Bhushan (IBM)
    There is a proliferation of challenger banks in the UK - with 40 in the market, and more coming. They run the full gamut from digital first to branch first; from single product to full service; and from brand new to distinctly vintage.

    Join this panel where leading experts will:
    Explain the challenger bank landscape
    Discuss the drivers behind the 'Challenger' (r)evolution
    Argue about what's challenging and what's just PR
    Predict where genuine market changing challenge will come from
  • Reducing payment friction through mobile technology Recorded: Dec 7 2016 61 mins
    Richard Johnson |(RJ Digital), Lisa Fugate (i2c), Kristin Hallstrom (Judopay), Daniel Kornitzer (Paysafe)
    Join this session where our panelists will discuss:

    - What challenge does mobile cause for eCommerce, and what benefits does mobile tech bring?
    - Uber is the poster child for frictionless payments. How far could this mode be extended?
    -Is going totally frictionless the right aim for consumer and merchant?
    - What will be the significance of in-browser payments?
    - Who is best placed to capitalise on frictionless payments? Card schemes? Tech companies?
    - What role do wallets have?
    - What does this tell us about the future of payments beyond mobile (e.g. IoT).
  • Open Banking: A Perfect Storm Recorded: Dec 7 2016 62 mins
    Christoffer Hernæs, Chris Skinner (FS Club), Brett King (Moven)
    The landscape for financial services is changing, and the jury is still out as to how the endgame is going to play out. One of the concepts shaping this future is open banking.

    This development emerged out of the payment area where a perfect storm of shifting customer behavior, regulatory changes, the threat from the four horsemen (Google, Apple, Facebook and Amazon) and the quest for new business models are driving banks toward the open banking paradigm. Join this session to hear what the experts are saying, doing, and planning when it comes to this new key turning point in the banking revolution.
Business insight for RIAs and fee-only FAs
Thought Leadership for Financial Advisors (TLFA) provides Registered Investment Advisors (RIA) and fee-only financial advisors with practice management insights. You can find industry luminaries presenting weekly webinars on topics such as social media, marketing, referrals, engaging the affluent, compliance, life planning, retirement planning, and succession planning.

You can attend the webinars at no cost and will be able to submit real-time questions to presenters during the live online events. If you are unable to attend a webinar live, you can also view it afterward on demand.

Embed in website or blog

Successfully added emails: 0
Remove all
  • Title: Roundtable Discussion: Beating the Competition as a Small Business Owner
  • Live at: Sep 26 2013 4:00 pm
  • Presented by: Scott Klososky, FPOV; Anita Campbell, Small Business Trends; Ramon Ray, Smallbiztechnology; Robin Joy, DocuSign
  • From:
Your email has been sent.
or close