The Ultimate Directory on Finance Webinars

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.

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