The Ultimate Directory on Finance Webinars

While it’s understood that technology is a crucial element in financial planning, it’s a common misconception that applying technology is a one-and-done process. True digital empowerment requires a structured, ongoing approach to maximize the value of technology as firms evolve. Similarly, financial psychology has become an essential part of modern planning. However, many firms are still searching for ways to effectively weave it into the planning process, despite its proven effect on client outcomes.Join our upcoming webinar with Fidelity, where we will delve into the intersection of digital empowerment and financial psychology. We will explore what we can learn from firms that embrace technology and financial psychology practices, and how these firms experience superior outcomes.Speakers: Margaret Wilson, Vice President, Technology & Platform Consulting, Fidelity Investments; Emily Koochel, PhD, AFC®, CFT-I™, BFA™, Manager, Financial Wellness, eMoney Advisor.

The ongoing cost-of-living crisis in Europe is driving up lender operational costs, consumer debt, and defaults.Join Qualco and Arum for this Arum Approved System Series webinar, where we’ll cover:• How the crisis is reshaping collections across Europe• Ways automation and data can help tackle rising delinquencies• AI’s role in enhancing customer connections and decision-making• Strategies for building resilience and efficiency• New approaches to elevate your collections strategySpeakers: Tim Graham - Senior Solution Design Consultant, Qualco; Nikos Kanellopoulos - Solution Design Analyst, Qualco; Forid Meah - Head of Advisory Services, Arum.

Why Attend? Explore how gold and silver can provide long-term stability and tax-free growth in today’s unpredictable markets. ✅Hedge against volatility with gold and silver. ✅Leverage tax-free growth through QOFs and QSBS. ✅Proven stability: gold at 10.5% and silver at 10.7% annual returns. ✅Protect your wealth with timely investments. ✅Enhance security and growth potential through strategic partnerships with Scottsdale Mint. Don’t miss this chance to diversify your portfolio with secure, high-growth opportunities!Disclosure: Investment Advisory Services are offered through Realta Investment Advisors, Inc., a US SEC Registered Investment Advisor, and securities are offered through Realta Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Realta Wealth is a trade name used by Realta Equities, Inc. and its affiliate Realta Investment Advisors, Inc. Securities are offered through Realta Equities, Inc., Member FINRA/SIPC and investment advisory services are offered through Realta Investment Advisors, Inc., co-located at 1201 N. Orange Street, Suite 729, Wilmington, DE 19801. All investments, including gold, carry risk. Potential risks include market volatility, economic factors, and geopolitical events. Transaction costs, taxes, and fees can also impact overall returns. Past performance is not indicative of future results. Before investing, conduct thorough research and consult with a financial advisor to ensure the investment aligns with your goals and risk tolerance.Speakers: Ray DeWitt, President; Josh Phair, CEO of Scottsdale Mint.

As consumers seek more flexible and secure payment options, navigating the evolving payment landscape can be challenging. Join our 40-minute webinar, “Next-Gen Payment Technologies and the Future of Billing: Insights from 2024 Research Findings,” to explore how emerging payment methods are transforming the bill payment landscape. We'll examine innovations such as Buy Now, Pay Later (BNPL), cryptocurrency, real-time payments, and digital wallets. Key Learning OutcomesConsumer Awareness: Gain insights into your customers’ knowledge of these payment methods and their readiness to use them for bill payments.Adoption Rates and Trends: Understand the current status and evolving trends in the adoption of these technologies.Barriers and Opportunities: Identify the challenges limiting widespread adoption and explore strategies billers can implement to drive usage.Speakers: Ben Murphy - Strategy and Transformation Director, KUBRA; Yara Alatshan - Partner Marketing and Market Intelligence Lead, KUBRA.

2024 is showing signs of recovery for the venture market, with macroeconomics providing more support for valuations in both late and early stages. However, some areas of the market are still pacing below trough 2023 levels, and it is unclear if a full rationalisation has taken place.As various areas of the venture ecosystem emerge as clear winners, our experts are analysing which parts of deals, exits and fundraising are showing resilience and how they could impact the coming months.In this webinar, industry experts and PitchBook analysts will share findings from our upcoming Q3 2024 European Venture Report, sponsored by J.P. Morgan, and provide insights on market trends, IPO windows, and unicorn valuations that should be on every investor's radar.Key topics:• Latest trends for deals, exits, and fundraising activity• The outlook for the European unicorn and IPO markets• Signs of strength and recovery in 2024 deal activity• Limited signs of recovery in VC exits• The state of fundraisingSpeakers: Nalin Patel (Moderator) - Lead Analyst, EMEA Private Capital, PitchBook; Navina Rajan - Senior Analyst, Private Capital Research, PitchBook; Rosh Wijayarathna - Co-Head Innovation Economy, EMEA, JP Morgan; Michael Kleindl - Founder & Managing Partner Collateral Good EU; Olaf Hannemann - Co-Founder & CIO, CV VC AG, Zug/CH.

Join us to learn how credit unions can transform student loan refinancing into a powerful tool for attracting the next generation of members and boosting long-term loyalty. Key takeaways include:• Revolutionize Member Engagement: Discover how student loan refinancing can be your ticket to capturing the attention of younger borrowers.• Banish the Myths: Learn to dismantle common misconceptions about refinancing risks and turn them into opportunities.• Real-World Wins: Get inspired by success stories from credit unions that have turned student loan refinancing into a game-changer for their portfolios.Speaker: Amanda Bardonner, VP Strategic Accounts, LendKey.

Join Microsoft, KPMG, Interworks, and ERGO in EBO’s upcoming webinar! Together we will explore how AI technologies are transforming customer experience in the financial services sector, with special focus on the latest trends in Conversational AI and automation. You’ll also get the chance to hear from ERGO Insurance, as they speak about achieving award-winning Customer Experience in collaboration with EBO’s AI and Microsoft Azure.Why Join?Hear from Industry Leaders from EBO, Microsoft, KPMG, Interworks and ERGO as they discuss how AI technologies are transforming customer experience in the financial services sector.• Discover Conversational AI & Automation for Financial Services• Learn how to automate customer interactions whilst maintaining the human touch• Find out how to reduce costs, increase workforce capacity and take your CX to the next level with AI• Delve into ERGO’s success story on achieving award-winning CX with AI• Q&A with industry leadersRegister for the webinar today!Speakers: Carmina Jaro - Senior Advisor for Applied AI Solutions, Experienced Professional in AI, ML, GenAI, LLMs, Data Science and Speech Technologies.Gege Gatt - CEO of EBO.ai, TEDx Speaker, Author, Experienced Director, Entrepreneur, Lawyer.Ali Tahmasebi - Director of Solution Sales - Enterprise & Public Sector in Greece, Cyprus & Malta at Microsoft.Paris Karagiannis - Director, Data Driven Transformation and Technology Consulting at KPMG Greece.Alexandra Rerra - Head of Digital Platforms at ERGO.Anastasia Iatridou - Digital Marketing at ERGO.Stamatis Barbounakis - Chief Commercial Officer at interworks.cloud

Navigating taxes can be overwhelming, especially for individuals and families facing financial insecurity. In this interactive webinar, nonprofit leaders and practitioners will take away actionable tips and free resources to help you support your clients year-round – regardless of your level of tax knowledge or what happens this election cycle.We'll share:• Free, trusted resources from the IRS, Change Machine, and other nonprofits;• Key questions to ask when discussing taxes; and• Insights from our Tax Truths report on the impact of tax filing on financial well-being.Presenters: Tamika Johnson, Chief Engagement Officer, Change Machine; Laura Scherler, Senior Director of Economic Mobility and Corporate Solution, United Way Worldwide; Olivia Harp, Program Manager, Network Building, Prosperity Now; and Irene Skricki, Senior Finacial Education Program Specialist, CFPB.Join us to share effective techniques, explore how taxes can lead to broader financial well-being conversations, and enhance your team’s impact. You'll leave with practical strategies you can apply right away!This session is a part of the Prosperity Next webinar series showcasing the groundbreaking collaboration between Prosperity Now, Change Machine, and Credytu. The initiative is aimed at enhancing financial inclusion for underserved communities.This webinar is free, but advanced registration is required—so register today! ** Unable to attend the live event? Register anyway so we can share the recording with you via email after the webinar concludes. **

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.