Finance Webinars

This webinar series is designed to provide all the information you need to build a portfolio that generates consistent and growing income.We will be running a webinar almost every Tuesday at 6 p.m. Sydney time through 22 October to 19 November 2024.Tuesday 22 October | The case for and against income investingIncome investing remains controversial with some professional investors. We will walk through the arguments for and against income investing and if investors should consider pursuing this strategy. Tuesday 29 October | Building an income portfolioInvestors love dividends but creating an income stream involves more than just picking the highest yielding shares. We will walk through the process to put together a portfolio. Tuesday 12 November | Assessing individual income sharesA step-by-step process for assessing individual shares that can maintain and grow dividends. Tuesday 19 November | Using ETFs to generate incomeThe structure of many dividend ETFs leads to lacklustre or non-existent dividend growth. Learn how to use ETFs as part of an income portfolio.Presented by:Mark LaMonica, Director of Personal Finance, Morningstar Australia.Can't make it to the webinar?All sessions will be recorded and made available on-demand at www.morningstar.com.au. Register to be notified when the recording is available.Duration: 60 minutes

Instant payments were successfully launched in the Swiss market on August 20, 2024. Around 60 financial institutions, as part of Phase 1, are now able to receive and process instant payments, covering more than 95% of Swiss retail payment transactions, according to SIX Interbank Clearing Ltd (SIC Ltd)."This market launch represents a further important milestone and reflects the collective stakeholder commitment to the future of cashless payments in Switzerland", said the Swiss National Bank (SNB).In the coming months, roughly 260 more banks will announce similar services, and all financial institutions in Switzerland are expected to join by the end of 2026 as part of Phase 2.Join Bottomline who have connected over 60 banks to SIC IP, SIX, and other key experts as they highlight the best strategy for implementing SIC IP in Switzerland and how to ensure you stay one step ahead of your competition:How did the Phase 1 implementation go?What lessons can be learned and leveraged by Phase 2 banks?How will Instant Payments reduce Switzerland’s attachment to physical cash?What is the purpose and function of ‘Instant Payments Bridge’?How will SIC Instant Payments boost economic development and reduce settlement risk in Switzerland?How will SIC IP help to meet or even surpass the use of instant payments in the rest of Europe?Speakers: Vitus Rotzer, Chief Product Officer – Financial Messaging at Bottomline; Dennis Flad, Partner, t'charta; Zhenya Winter, Head of Marketing - Financial Messaging at Bottomline.

Violating trust account rules can subject a lawyer to disbarment, civil damages, and even criminal charges. Protect yourself against a potential trust account violation by increasing your understanding of trust account compliance—the ethical implications of your conduct. This course will cover the five biggest trust account misunderstandings and your duty to preserve and safeguard client funds and property. We’ll address the differences between qualified and non-qualified funds, what does and doesn’t belong in a trust account, and the distinction between commingling and safekeeping. We will also discuss fact situations (and reported cases) where disputes have arisen and strategies to resolve those conflicting claims. Additionally, this course will discuss the best practices for maintaining financial control of your legal practice.Presenter: Claude Ducloux, LawPay's director of education, ethics and compliance, has nearly four decades of experience practicing law. Claude has earned many professional honors for his dedication to educating attorneys, including the Gene Cavin Award for Lifetime Achievement in Teaching Continuing Education.

Are you interested in better understanding credit reports, credit scores, and how they work together?Millions of people are unaware they have errors on their credit report. We can point you in the direction to find out if you are one of them and equip you to take action to correct inaccuracies.Maybe you know what is on your credit report but are unsure how it all comes together to calculate a credit score. We will discuss the factors impacting a credit score, how to build or improve your score, and debunk common credit myths.What You Will LearnWhat impacts your credit report and credit scoreWhy credit is importantTips to improve your credit scoreWho Should AttendAnyone interested in better understanding what impacts their creditAnyone looking to maintain or improve their credit scoreAnyone with errors on their credit report 3Presenters: Jessie Garrison, Partner Experience Manager, GreenPath; Eli Garcia, Senior Loan Adjuster, SchoolsFirst FCU.

Private equity firms face unique challenges in managing complex portfolios. This webinar will explore how NetSuite enterprise resource management (ERP) tools can help you overcome these challenges and achieve desired outcomes efficiently. Whether you’re a CFO, controller, private equity professional, or financial analyst, join this informative webinar to gain a better understanding of how NetSuite can help transform your portfolio management strategy. Register today! Upon completion of this program, participants will be able to:• Describe how NetSuite can help streamline the onboarding process for new portfolio companies • Explain how to leverage NetSuite to consolidate financial data and help improve decision making • Identify best practices for enhancing portfolio performance through NetSuite ERP reporting and analytics tools 

Discover how Solver xFP&A can transform your organization by providing actionable insights and accelerating decision-making. We’ll dive into the meaning and impact of xFP&A, showcase real-life use cases and demonstrate xFP&A’s capabilities with a live demo. Don’t miss this opportunity to learn how Solver Cloud’s Planning, Reporting, Consolidation, and Analysis capabilities can be leveraged beyond the walls of finance and accounting. Topics include:• What xFP&A means for finance and beyond.• Use cases for xFP&A outside of traditional Finance functions.• Best practices and red flags for non-accounting data warehouse configuration.Presenters: Patrick B. Armknecht CPA, CITP – Shareholder, SD Digital, Robert L. Morgan – Senior Manager, SD Digital.About SD Digital: SD Digital helps organizations translate technology to transformative change and realize the best version of themselves. With a forward-thinking cap and digital lens, we empower organizations to realize the art of the possible with the power of digital through business-focused and technology-enabled solutions, built on an unwavering commitment to practicality, speed to market and the user experience. Learn more on our dedicated Schneider Downs Digital page or contact the team directly at contactsd@schneiderdowns.com.

Invest in Australia's First Accredited Cosmetic Clinic.We are pleased to announce the Offer for the IPO of Stormeur Ltd (ASX:STR), parent company of Cosmetique, is now open. Join Jane Morgan, Investor and Media Relations Manager and Vivek Eranki (Chairman) for a Company overview.Stormeur Ltd OverviewOperating as Cosmetique, Australia's first accredited cosmetic clinic, Stormeur Ltd has demonstrated remarkable success, including established a network of 17 clinics across five Australian states, offering high-quality, affordable cosmetic injectable treatments and laser hair removal services.Key Investment Highlights:• Rapidly expanding market: The Australian facial injectable market is projected to grow at a CAGR of 19.3% to reach USD 9.09 billion by 2030.• Proven business model: Cosmetique has provided over 300,000 treatments in the past year alone.• Strong growth strategy: Plans to open 4 new clinics in New South Wales and Victoria within 24 months of listing.• Industry-leading standards: First cosmetic injectables clinic in Australia to achieve NSQPCH accreditation.• Experienced management: Led by founder Dr. Vivek Eranki, with a track record of successful clinic rollouts.Offer closes 5:00pm (AWST) on 14 October 2024.

Are you looking for tips on managing the complexity of intragroup financing in Asia?This webinar will provide you with the top practical tips for success! We’ll discuss best practices for intragroup financing in the region, including regulatory and risk management issues and potential pitfalls. You’ll learn how to structure deals and how to navigate the unique challenges of Asia. Our expert panel will share their insights and experience on how to manage transfer pricing risks for intragroup financing in Asia. They’ll also share the latest trends and tips in managing intragroup financing moving forward. Don’t miss out! Join us for this informative webinar and learn how to manage intragroup financing in Asia.Speakers: Shannon Smit - Director, Transfer Pricing Solutions Australia; Adriana Calderon - Director, Transfer Pricing Solutions Asia; Hong Chuan Tan - Director, Transfer Pricing Solutions Malaysia.

After a tough 2022 year for stocks and bonds because of record interest rate hikes which impacted markets bearishly, where will markets go from here for the remaining of 2024 and early 2025?What are the potential strategies needed for this pivot in interest rates in addition to the expected changes in global geopolitics and its risk with the change in presidency in the USA?Join us in this webinar "Bond Market Outlook 2H 2024: The Road Ahead for Fixed Income" as we invite Mr Michael Chang, Chief Investment Officer, Fixed Income of RHB Asset Management Sdn Bhd, Malaysia to share with you on the outlook for bond markets in the second half of 2024 given the shift in the US rate action going forward.In this 1-hr webinar, you'll learn:✅ What is the latest development coming from the US Fed who is key in setting global interest rates?✅ What does it mean for investors who will be experiencing this pivot point in interest rates?✅ Learn about bonds as an asset class that is important in a global rate cutting cycle✅ Learn about the benefits of bond investments. Most times, bonds take a back seat in most investors’ mind despite its consistency in returns over a period of time✅ What are main economic indicators that are relevant for bond investments?After the presentation by the speaker, a question and answer session will follow. Seats are limited. Log in to the webinar early to secure yourself a spot!Speakers: Michael Chang Wai Sing - Chief Investment Officer, Fixed Income, RHB Asset Management Sdn Bhd, Malaysia; Shane Choo - Moderator, LifeChamp.

Did you know that with Contracts for Difference (CFD), you can take advantage of declining markets through short selling?Want to learn more about CFDs? Join us online on 29 Aug, Thu, at 6.30pm as we cover the following topics:• Grasp the fundamentals of Contract for Differences (CFDs).• Understand leverage and effective risk management strategies.• Discover the key benefits and costs of trading CFDs with POEMS.Speaker: Daryl Bin - Senior Dealer | Contract for DifferencesDaryl is a securities dealer in the the largest dealing team in Phillip Securities that specialises in Equities, ETFs and CFDs. Prior to joining Phillip Capital, he helped various clients in financial planning in one of the biggest global insurance firm.During his free time, Daryl enjoys exploring trading strategies to generate new investment ideas.