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thefintech.info

WHAT FINANCE LEADERS NEED TO KNOW ABOUT CONTINUOUS PLANNING

Apr 26, 2022 | 2:30pm.

Planning and budgeting in today’s world require organizations to be agile, with the ability to respond quickly to new market opportunities or threats. This webinar focuses on how a continuous planning process delivers a more insightful and accurate forecast, freeing up time for finance and operational leaders to focus on strategic initiatives.

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thefintech.info

THE EVOLVING ERA OF THEMATIC INVESTING – NORTH AMERICA VIEW

APR 21 2022 | 8:00PM.

The thematic fund market has rapidly developed in recent years. These funds attempt to harness secular growth themes ranging from artificial intelligence to Generation Z. Some have delivered a phenomenal performance, while others have been duds. Over the last two years, asset managers have ramped up the supply of these niche and often gimmicky funds, increasing investor demand for clarity and guidance.

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thefintech.info

BUY NOW PAY NEVER — HOW TO FIGHT FRAUD IN REAL-TIME WITH LIMITED DATA

Apr 21 2022, 6:30pm

Picture this: someone is asking for a loan. You don’t know who they are or their creditworthiness. And you have seconds to make a call. What do you do? Was the last default just a missed payment, or was there no intention to pay in the first place? How do you tell the difference between fraud and credit risk? Risk departments in BNPLs are working at the cutting edge of fraud detection to protect some of the fastest growth ever seen in finance from a swarm of fake, synthetic, and stolen identities, and even from friendly fraud.

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thefintech.info

PANEL DISCUSSION: REALIZING THE PROMISE OF AI IN FINANCIAL SERVICES

Apr 19 2022 | 8:30am

Today, delivering exceptional customer experience and gaining customer loyalty are the utmost requirements of financial institutes. This is fuelled by the increasing competition and ever-changing business environment. The next-generation banker requires a new and focused embrace of analytical technology stacks that support the analysis of large volumes of customer and transactional data.

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thefintech.info

PRICING 301: IMPLEMENT THE PLAN

Apr 19, 2022 | 12:00 PM USA

In the final webinar of the series, Shane will bring it all together and give tips for reviewing your pricing matrix and also ways to review your margins retroactively for continuous improvement. Join him in this 30-40 minute webinar that will provide timely advice in this challenging market condition.

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thefintech.info

FINANCIAL STATEMENT AUDITS AND ETHICAL CONSIDERATIONS

April 19 2022 | 1:00 – 2:05 pm EST

Increased competition in financial statement audits made public accounting firms more concerned with keeping clients happy and retaining that relationship while maintaining profits. As a result, many accounting firms are doing more with less staff while company management needs to meet bank covenants or bonus promises. In prosperous times it isn’t an issue, but when the company faces a slow period, greed can cross ethical boundaries.

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thefintech.info

ADVANCED SALES AND USE TAX

April 19 2022 | 1:00 – 2:40 pm EST

An increasing multistate and international marketplace has resulted in significant sales and use tax issues. Recent statutes, regulations, and case law may have a significant effect on the applicability of sales and use tax and related exemptions for businesses operating in a multistate environment. Accountants, controllers, accounts payable professionals, CFOs, tax managers and officers, presidents, vice presidents, bookkeepers, and enrolled agents who operate in a multistate business environment face frequent questions regarding multistate taxation, which states can impose a tax, and how to document multistate exemptions. This course is designed to update professionals on advanced sales and use tax issues facing businesses operating in a multistate environment.

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