Finance Webinars

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.

Join us for an insightful webinar featuring Michael Townsend, Washington-based political analyst for Charles Schwab. We will discuss the upcoming election, global events, and policy implications. Gain valuable insights and perspectives on the evolving political landscape without bias or partisanship.Disclosure:Marcum Wealth, LLC is an SEC-registered investment advisory firm with its principal place of business in Ohio. Registration is not an endorsement of the firm or its representatives by securities regulators, nor is it an indication that the adviser has attained a particular level of skill or ability.The content contained herein is intended for educational and informational purposes only. All expressions of opinion reflect the judgment of the speaker as of the date of publication and are subject to change. The adviser does not endeavor to update or remove prior content after initial publication. Commentary should not be regarded as a complete analysis of the subjects discussed. No viewer should assume that the publication of any of this material serves as the receipt of, or a substitute for, personalized advice from Marcum Wealth, LLC, or from any other investment adviser. Viewers should not use the content herein as the sole basis for any investment, financial planning, tax, legal or other decisions. Rather, a professional adviser should be consulted, and independent due diligence should be conducted before implementing any of the options referenced in this material.

Join us for a webinar hosted by Martin Tobias, where he will share his personal experience and lessons learned from high-risk investing. Discover how he managed to overcome losses and still achieve success. This webinar is a must-attend for anyone interested in investing and risk management.

The topic of ‘pre-hedging’ has been raided many times since the ASIC letter to the CEOs of intermediaries was published. We will look into the options for executing trades which are designed for efficiency, dependable outcomes and best price. This involves working with the intermediaries to use a clear strategy.Speakers: John Feeney – Director, Martialis Consulting

In this webinar we will demonstrate the biggest single mistake made by most banks around the world when managing their risks. Despite the billions spent on risk management frameworks, staff, tools and technology, regulators are witnessing serious failures by banks of all types and sizes around the world. Attendees will have the opportunity to experience a live demonstration of this mistake, and gain an appreciation of what is required to address it.

Join us for a deep dive into risk management and mitigation with KeyBank. KeyBank wanted a way to ensure greater accuracy and consistency in controls, so they implemented UiPath. Tune in to hear from KeyBank on April 16 at 1:00 pm ET/10:00 am PT and learn about their automation program and outcomes so far.

Join us for a deep dive into risk management and mitigation with KeyBank. When operating in a highly regulated industry, rigorous controls to manage business process risk are essential best practices. KeyBank wanted a way to ensure greater accuracy and consistency in controls. Enter UiPath. UiPath provides KeyBank with the ability to effectively manage risk by automating controls for greater accuracy and consistency. Through KeyBank's proprietary program, process experts are trained on UiPath technology. With this training, they identified the controls that were best suited to automation and to accelerate the development timeline.

The instant payments regulation will have a significant impact on the way credit transfers in Euro are carried out, impacting the EU across industries from financial services to retail. Making the leap to instant payments for payment service providers is a large investment, and cohesive strategy is needed to get off on the right foot. In the second installment of our series, we discussed the specific challenges brought on by the upcoming regulation changes. In our final installment, we’ll deep dive into how to future proof your organisation while ensuring your compliancy with the instant payments regulation. Join us as we discuss: - How to create your instant payment adoption roadmap - Turn key solutions for late adopters - The impact of the ramp up of instant payments, and why scalability and resilience should be core principles to your instant payment gameplan - Leveraging insights for your move to SCT Inst - And much more!

Dive into the realm of sustainability ETFs, exploring how financial advisors perceive them and showcasing the best and worst performers in the field. Amidst ongoing discussion about the decline of ESG funds, this webinar will tackle the question of what the next framework could be for investors who prioritize ESG principles. Lucy Brewster of etf.com, along with experts from the industry, will explore ESG funds and the implications for the future of sustainable investing.

Timing is everything in investing, and knowing when to buy can make all the difference in your portfolio's success. Join us for our webinar, hosted by Jesse Cohen, where we explore the transformative power of Investing Pro's Fair Value analysis as we decode how to identify optimal buying opportunities in the market. Whether you're a seasoned investor or just starting out, this webinar provides invaluable insights to help you make informed decisions and seize the right moments to enhance your portfolio's performance. Don't miss out on this opportunity to gain a competitive edge and achieve your financial goals with precision and confidence.