Finance Webinars

Join Oracle Experts to Learn MoreThe macroenvironment in 2024 has impacted the banking industry with a unique mix of challenges and opportunities – from inflation to supply chain impediments, ongoing geopolitical tensions, new technologies such as artificial intelligence (AI) and severe weather-related events causing economic disruption. Each of these impacts bank's ability to generate income and manage costs.Elevated interest rates continue to push funding costs higher and squeeze margins, especially for regional and midsized banks. Banks need a multidimensional view of profitability drivers to combat costs and drive revenue growth to empower management with instant access to a wide range of intelligence and analysis. Experts will explore how AI or Gen AI fit into this picture.Key Takeaways• Establish the ideal intersection of revenue generation and cost-efficiency• Assess the return on investment (ROI) and key performance indicators (KPIs)• Develop proper risk mitigation strategies to safeguard profitability• Set realistic goals and make data-driven decisionsFeatured Oracle SpeakersChris Graham, Director, Risk and Finance Sales ConsultingChris Spofford, Senior Director, Profitability and Balance Sheet Management Product StrategyPaolo Ernest Paolucci, Director, Business Intelligence Product Strategy

You only get to sell the farm once. Let’s get it right and make retirement awesome!Early planning before selling the farm can put you in the position to reduce stress and tax, both now as part of the sale and into the future through a well-planned retirement. From managing your last few years’ income to planning for life post-farming, ensure you have the investment advice and income that allows you to live a retirement that you will love.Speaker: Robert Goudie, Financial Adviser Consortium Private Wealth

There is a perception that End-to-End Automation and Awesome User experience can only be delivered by Neo Banks and Banks with large purse strings. The new corp of technologies are not able to deliver these features, but their technology stack and architecture is so different that they are able to deliver these at affordable cost to Credit Unions of all sizes.Join us on August 22, 10:00-11:00 a.m. (PST) for this presentation, reviewing what these new technologies are able to deliver, and the art of possible.Speaker Information:• Deepak Polamarasetty, CEO of CreditSnap Inc.• Tyler Kuhn, VP Marketing of Service Credit Union

Our upcoming webinar, ABLE to Save with CalABLE, will explore financial literacy with CalABLE. Included in the webinar will be:• CalABLE Basics• Saving and investing with CalABLE• Financial LiteracyThe webinar will conclude with a Q&A session to give participants an opportunity to ask additional questions. If you are new to CalABLE and would like to explore the basics of the program, please visit our YouTube channel for replays of some of our earlier webinars that discuss the fundamentals of CalABLE.

End-to-end visibility, for both payments and securities, a recurring and resounding ideal that has particularly positive ramifications within the context of cross-border transactions is the key ambition of the payments and securities industry. This concept entails enabling all transaction stakeholders to comprehensively monitor the entire payment and securities settlement journey, from initiation to completion and reconciliation. By ensuring transparency regarding transaction status, particulars, fees, intermediaries, and potential obstacles, end-to-end visibility emerges as a cornerstone for navigating the complexities of modern global financial transactions.Due to the already busy road maps for financial institutions, the ambition of comprehensive control and transparency can only be achieved by the industry working together and using the expertise of trusted third-party providers. All too often, financial institutions try to juggle multiple projects and mandatory implementations themselves without having the in-house resources, and expertise. The end goal is to support efficiency through digital payments, securities settlement transformation, and corporate action flow, especially with the market drive towards real-time transactions for an improved customer experience. However, it will be those players that solve for the foundational elements of success —precise data, exception management, visibility, scalability, high availability, robust and flexible infrastructure, and collaborative partnerships—that will realise the fastest route to achieving the holy grail of end-to-end financial transaction visibility.• Swift connectivity via SaaS vs. On-Premise• Achieving end-to-end visibility with reconciliation• Managing corporate actions• Reducing failure in securities settlement• Harnessing the potential of ISO 20022 for payments, securities, and matching• What are the next steps?By following these steps, banks and financial institutions can confidently navigate the evolving financial industry. As the industry propels towards real-time payments, enhanced monitoring of securities, prioritising end-to-end visibility ensures a robust foundation for future innovations.Speakers: Sharon Toh, Head of ASEAN Region, SWIFT; Zennon Kapron, Managing Director, Kapronasia; Sumedha Thomare, Head of Client Delivery, Invartis Consulting; Frédéric Viard, Head of Commercial Product Management – Financial Messaging, Bottomline.

Join us for an upcoming presentation about Alumni Ventures’ Foundation Fund. The discussion will be led by Chief Investment Officer Mark Edwards and Deputy CIO Andy Ervin.During the session, we will discuss:• The goal and structure of the fund• The value of the Alumni Ventures' model• The benefits of diversifying into venture capital• The minimum requirements needed to invest in the fundAbout your presenters:Mark D. Edwards, Chief Investment OfficerMark Edwards is the Chief Investment Officer at Alumni Ventures. A seasoned private equity executive who was an early investor in AV, Mark has served on the investment committees of Green D Ventures and Spike Ventures since inception. Mark has over 20 years of direct investing experience, having served in leadership roles at Five Peaks Capital Management, JLL Partners (~$4B of capital under management), and DLJ Merchant Banking Partners (~$10B of capital under management). He holds an AB with honors from Stanford University and an MBA with distinction from Tuck (Tuck Scholar).Andy Ervin, Deputy Chief Investment OfficerAndy is Deputy Chief Investment Officer at Alumni Ventures, where he supports investment operations, analytics, and portfolio management. Previously, Andy held several executive roles at a VC-backed start-up in Boston called MiniLuxe, where he led finance and operations during a period of significant growth. Andy was also a consultant at The Parthenon Group and began his career as an actuary at the Liberty Mutual Group. Andy holds a bachelor’s degree from Penn State University and an MBA from the Tuck School of Business at Dartmouth.Note: You must be accredited to invest in venture capital. Important disclosure information can be found at av-funds.com/disclosures.

Join us on Saturday, July 13, 2024, for a free estate planning webinar with Natalie Spiwak, President of Affinity Trusts. Natalie will speak to the importance of establishing a plan and how to get started. At this informative session Members will learn:Why a Living Trust is so important for homeowners;What is the difference between a Living Trust and a Will;How to avoid the costly, public and time consuming probate process;How to plan for incapacity, protect your family and your assets.How to safeguard minor children and special-needs dependents.

Payments are an essential part of the student account profile and the operational efficiency of staff and administrative processes. The payment solutions you use can make or break the student experience at your institution. Because the landscape of payment methods on campus, student expectations, and compliance requirements are constantly changing, it is important to select a solution and partner that stays ahead of these shifts and trends.With Ellucian Payment Center by TouchNet, tuition, disbursements, and campuswide payments are an integrated and seamless part of the overall student experience within your Ellucian SIS. Student account information is updated in real time ensuring that students and administrators always see an accurate picture of the student account.In this webinar, we will explore:Why securing your digital payments is importantHow payment solutions fit into the Ellucian ecosystemHow the features of the Ellucian Payment Center by TouchNet support premium student experiences and streamlined administrative processesAbout TouchNet’s integration with Banner SaaS and Colleague SaaSThis session will conclude with a live Q&A.If you cannot make this date/time, all registrants will receive access to the webinar on-demand afterwards.Speakers: John Mealy (Sr. Product Manager, Student Accounts, TouchNet), and Emily Fitts (Director, Implementation, TouchNet).

Presented by Mr Andrew Reilly.Pension Analyst, Social Policy Division, Directorate for Employment, Labour and Social Affairs, OECDPension systems have had to continually evolve since they were introduced. Initially they were commonly available only to government workers or they were intended to provide income only for a very short period of time. As life expectancy has improved significantly over the last century pensions now need to cover over 20 years in retirement on average. Financial crises and global recessions have all had an impact in recent decades. Now, we are faced with continued population ageing, with Asian countries being particularly affected. Social protection schemes are facing a major challenge with population ageing – pension systems are being squeezed from two directions, as rising life expectancy typically means more aggregate expenditure on pensions, and lower fertility means fewer working-age people to pay contributions. It is also expected to increase spending in the health and the long-term care system and add to unpaid work obligations, threatening gender equality. While immigration can slow down the shrinkage of the working age population, migration at levels necessary to meaningfully counteract the trend might not be politically palpable. What can be done to ensure both adequate and sustainable pension systems globally and for Singapore specifically?

Which investment vehicles have the potential to make the best ETFs? Hear from the ETF community about the various products that can convert to an ETF, as well as the ins and outs of the conversion process.We’ll also discuss the possible impacts of the multi-share class proposals to allow ETF share classes of mutual funds, as well as mutual fund share classes of ETFs.