Finance Webinars

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.

Futures trading presents a leveraged opportunity to capitalize on price movements of commodities, indices, and other financial instruments. However, achieving consistent profitability in futures trading requires more than just intuition and luck; it demands a solid understanding of technical indicators and how to effectively apply them.Technical indicators are important tools that help traders interpret market data, identify trends, and make informed trading decisions. They can provide valuable insights into potential future market behavior, giving you an edge in your trading strategy.Join us in this webinar "Mastering the Market: Maximise Your Futures Trading Profit Potential with Technical Indicators".In this 1.5-hr webinar, you'll learn:Understanding of Indicator Types: You'll learn the fundamental differences between leading and lagging indicators, including when and why to use each type based on their trading style and the specific market conditions.Proficiency in Using Major Technical Indicators: You'll gain hands-on experience with some of the most widely used technical indicators such as Moving Averages, RSI, MACD, and Bollinger Bands.Skill in Parameter Customisation: You'll learn how to customise the parameters of various technical indicators according to different commodities and market conditions.Combining Indicators for Enhanced Market Analysis: You'll learn how to integrate different types of indicators to confirm each other's signals and reduce the likelihood of false positives, thereby improving the accuracy of your trade entries and exits.Adaptive Techniques for Changing Markets: You'll learn how to adjust indicator settings and trading approaches to adapt to different market environments, including high volatility periods.Challenge yourself by joining our webinar to learn about futures trading.This webinar is brought to you by Bursa Malaysia Derivatives in partnership with CGS International Futures Malaysia, and managed by LifeChamp.

How Estate Planning Can Help You Drive More Meaningful Conversations, Build Stronger Relationships, and Expand Your Service OfferingEstate planning is a hot topic. It is consistently one of the highest performing campaign topics for Snappy Kraken clients (2nd highest performing in all of 2023), and yet many advisors don’t offer it as a service for their clients.Join Andres Mazabel, Head of Advisor Sales at Trust & Will and Robert Sofia, CEO of Snappy Kraken, on this live webinar to learn:How to start more conversations, win more clients, and grow AUM by adding Estate Planning to your service offeringWhy estate planning is key for moving towards a family office with stronger client relationshipsHow estate planning can help you uncover opportunities you weren’t aware of beforeThe importance of education in estate planningPLUS an exciting announcement about a partnership between Snappy Kraken and Trust & Will that will make it easier than ever to launch estate planning content for your firm.Save your spot for the webinar today!

Ryan Mahon, TAMIM’s Global Mobility Fund Portfolio Manager, will talk about electric and autonomous vehicles, and the impact of Chat GPT, Nvidia, and Artificial Intelligence on transportation.Key Discussion Points: > US and Global Stimulus (CHIPS Act) > Our Investment Philosophy > Global Equities on our Radar > Q&A Session Can’t Attend Live? No problem! Register anyway, and we'll send you a link to watch the recording at your convenience.

Our upcoming webinar, CalABLE and Social Security, will have guest presenters from the Social Security Administration to answer frequently asked questions. Included in the webinar will be:CalABLE Basics SSI, SSDI, and CalABLE Social Security ResourcesThe 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.

Banks are sitting on a treasure trove of data, their customers’ transactions. Yet most banks are neglecting to tap into this asset to drive customer engagement, increase customer lifetime value, and amplify business impact. In this webinar, Personetics and banking leaders will share practical and actionable insights to unlock potential hidden revenue streams and drive customer satisfaction. What you will gain by attending: Learn how to utilize customers’ financial data to boost engagement and drive business impact Actionable strategies to enhance productivity and amplify cross-selling with data-driven financial insights Practical examples and case studies of how to monetize transaction data. Panellists: Colin Dinn, Chief Transformation Officer, Vietcombank; Nauman Bashir, Head of Digital & Customer Value Management, Standard Chartered Bank; Mukesh Pilania, EVP-Head of Digital Banking Leader of Retail Payment, MFTTechcombank; Dorel Blitz, VP, Strategy & Business Development, Personetics

Join us for an exclusive webinar where we will explore the evolving landscape of Financial Crime Compliance (FCC) through the lens of the Financial Action Task Force (FATF), tailored specifically for organizations operating in Singapore. As regulatory expectations continue to evolve, it's crucial for organizations to stay ahead of the curve and adapt their compliance strategies to mitigate financial crime risks effectively.In this webinar, we will explore the following key topics:Understanding the FATF Standards: Gain insights into the latest FATF guidelines and standards including the implications for businesses operating in Singapore.Reshaping Compliance Strategies: Explore how organizations can reshape their compliance strategies to align with FATF recommendations, ensuring robust anti-money laundering (AML) and counter-terrorism financing (CTF) measures.Practical Guidance and Best Practices: Receive practical guidance and best practices for implementing effective compliance measures tailored to the Singapore context, including customer due diligence (CDD), transaction monitoring, and reporting obligations.Industry Perspectives and Case Studies: Hear from industry experts and practitioners as they share their insights, experiences, and real-world case studies on navigating FCC challenges in Singapore.

Delve into the power of process orchestration and low-code automation to enable digital customers experiences, support compliance and increase agility in banking operations, exploring best practices and real-world examples of success from UnionDigital.