26–27 April,2022 | Sheraton Grand Chicago | USA
The industry is being inundated with the latest technology and overwhelmed with never ending data, leaving carriers struggling to future-proof their tech ecosystems and tap into the potential of data. A fundamental culture shift, fueled by the data and tech team’s expertise, will set insurers apart. By centering CX at the heart of strategy
March 14, 2022 | USA When it comes to problematic behaviour in places of work, the severity of the problem across the UK’s insurance sector is substantial. In fact, recent research from Culture Shift has revealed 50% of those working in the insurance industry have witnessed problematic behaviour at work, and 47% have themselves experienced
April 13, 2022 | 2:00PM - 2:30PM EST
As the Crypto wave sweeps through the Financial Services landscape, many players are unsure of what this means for them or how to respond. In this webinar, we share insights on the challenges and associated monetization opportunities for major actors in the market: Exchanges, Banks, Wealth Managers, Card Schemes, and Payments Processors. Read More
March 31, 2022 | 2:00PM – 2:30PM EST Interest rates are rising, signaling opportunities for margin expansion. However, banks are standing on unstable ground as heightened competition, sensitivity to bank fees, elevated digital expectations, and evolving banking behaviors challenge old ideas and traditional revenue centers. Read More
March 17th, 2022 | 8:00am PT Over the past 2 years, we have seen the resurgence of the CFO – breaking out of the compliance box and returning to their role as an essential, strategic leader of the organization. More than ever, the Office of Finance has become responsible for providing real-time business-critical insights to drive confident decision
March 17th, 2022 | 11:00am PT Spreadsheets have been the backbone of finance and accounting for decades, even though technology has changed dramatically along the way. But now, the role of accountants in the organization has transitioned from “bean counters” and budget planners to more future-oriented, strategic partners. Outdated tools such as spreadsheets, and the manual processes they promote,
March 16th, 2022 | 8:00am PT As companies look to scale and grow their business organically or through an M&A strategy, new people, processes, and increased reconciliation volume can significantly burden your F&A organization. As a result, many organizations are turning to financial close automation to reduce those tedious manual processes and improve their financial data’s overall visibility and
October 20, 2022 | 2.00PM EST | USA
Does your institution make payments through Accounts Payable to students, instructors, researchers and academic visitors? Internal procedures might identify a payment as a stipend or honorarium, fellowship, grant or scholarship – but what these have in common in tax compliance is a set of specific regulatory requirements which will determine whether payments are subject
September 29, 2022 | 2.00PM EST | USA
Payments for software, digital content and cloud transactions are among the most challenging types of payments to correctly analyze for IRS Form 1099 or 1042-S reporting compliance. Should a payment be characterized as a royalty, a rental, a goods purchase or a service? How are these types of income to be “sourced” either within
Thursday, September 15, 2022 | 2:00PM - 3:45PM EST | USA
It’s B-Notice season! The 2022 edition of this essential compliance training webinar provides updates on currently active IRS enforcement campaigns and current IRS administrative procedures for the B Notice and information return penalty programs. The basic procedures required by Regulations and Revenue Procedures will be explained for the stages of compliance. Read More
June 23, 2022 | 2.00PM EST | USA
This tax compliance program will help you identify whether a foreign vendor or other foreign payee is entitled to claim a reduced rate of U.S. federal income tax withholding on certain payments under benefit of an income tax treaty between the United States and the foreign jurisdiction where the individual or entity claims tax
May 26, 2022 | 2.00PM EST | USA
Does your organization make payments to foreign vendors? The Form 1042-S tax reporting and tax withholding rules are extremely complex and failure to withhold from payments when required results in the required amount becoming a tax liability of the payer. This program will address the essential regulatory requirements for U.S. federal income tax withholding
