Finance Webinars

How can cost management and complete charge capture protect and enhance the margin? In this webinar, we will look at 2024 margin pressures likely to impact your organization’s financial resiliency. This presentation will also share how organizations can move from Fee-for-Service to Value; bringing Cost to the forefront. Learning Objectives: - Participant will be able to identify the three components of margin management. - Be able to state the importance of patient activity cost management. - Be able to state how historical charge capture practices alone are insufficient. - Be able to describe two actions that participant can take back to their organization. CEUs will be awarded to those that attend the LIVE webinar.

The new year has started with a bout of market turbulence as central bankers push back on exuberant interest rate cut expectations. With growth slowing, China’s economic revival underwhelming, falling inflation at risk of stalling, and several nations, including the United States, holding elections this might be a taste of things to come in 2024. The outlook remains murky with two-way risks surrounding important drivers. In our upcoming webinar we will: Look at inflation and whether its downtrend will continue, allowing central banks to loosen policy soon, or if it may spring a surprise; Discuss the lingering impacts on economic activity from the substantial lift in interest rates; Run through developments in China’s economy and if a turning point has been reached; Pick out the potential geopolitical and macro risks that might generate further market volatility in 2024; Examine US dollar and other FX trends, with an eye on the possible outcomes from here; Assess the possible impacts this could have on the operating environment, asset markets, and the Australian Dollar. At the conclusion of our update, there will be a Q&A session where you will have the opportunity to ask questions.

Please join us on March 14, 2024, from 1-2 p.m. ET to learn how the annual Public Awareness Campaign is driving awareness of CFP® certification. CFP Board’s leadership will share the campaign's objectives, its results, the 2024 media plan and a preview of the brand new creative that extends the “It’s Gotta Be A CFP®” campaign and launches on TV and other channels beginning March 18, 2024.

Discover how Vena's state-of-the-art financial management tools can revolutionize your not-for-profit's processes, boosting efficiency and accuracy in financial planning and reporting. Gain valuable insights from Candura, renowned for their expertise in not-for-profit financial planning and reporting. Get practical experience with Vena's Grant Budget Allocation and Dashboard Template. Learn how these innovative tools can be applied to real-world financial scenarios in your not-for-profit organization.

Join us for a webinar focused on simplifying onboarding and advice delivery with Asset-Map in Wealthbox CRM. Learn about workflow libraries, duplicating and editing templates, using Asset-Map's Client Onboarding workflow, and more.Speakers:Chris Kopanski - Sr. Product Specialist, WealthboxAlison Susko - Director of Partnerships, Asset-Map

Last year’s market uncertainty is turning into 2024 market opportunity. Data shows that IPOs are primed to make a come-back in 2024 with favorable market conditions alongside investor interest returning. As companies' cash positions are stressed from riding out market volatility, Boards push dual-track exits favoring IPO multiples. To capitalize on delicate market timing, CFOs and Controllers must start their IPO readiness journey backed by agile, adaptable functions so they can strike when the opportunity opens up. Join FloQast’s Stefan van Duyvendijk, Accounting Operations Evangelist, and Donnelley Financial Solutions (DFIN) Justin Lewis, Subject Matter Expert, as they go over a practical guide to IPO readiness and review the key characteristics of building an agile function to support your journey. In this session, you will: Gain insights into market trends Review a practical path to IPO readiness to plot your course Discover the people, processes, and technology investments companies should make in preparation for their next step Learn how to nurture an agile accounting and finance team in preparation for an exit, using technology as an enabler

Die CFA Society Germany lädt Sie herzlich zum CFA Webinar "Kryptoassets als Beimischung in traditionellen Multiasset Portfolios" mit André Dragosch, PhD. und Dominik Poiger, CFA ein. Im Webinar werden die Speaker die Portfolioallokation mit Kryptoassets beleuchten und einen kurzen Ausblick zu Kryptoassets in 2024 geben. Die anschließende Q&A Session bietet die Möglichkeit, auf Ihre Fragen zu diesem aktuellen Thema einzugehen.

Join us for the latest in a series of webinars to hear how we are helping market participants achieve their sustainability goals by addressing their ESG data management challenges. During this webinar, we will delve into opportunities to optimize sustainability efforts by integrating screening, impact scores, and ESG portfolio monitoring into a streamlined approach to data management.

An exclusive Live Webinar Learn the Truth About Investing for Your RetirementAre You Near Oklahoma City? Discover what is actually happening with your investmentsMarch 5th | 3:00 pm CST | Show in my timezone GMTHosted by Main Street Advisors B Bobby Hinkle and J JoshAre you worried that you will outlive your retirement savings?Are you tired of being left in the dark with your current financial planner?Are you concerned with setting yourself and your family up with a comfortable financial future?Then this webinar is for you!Find out the truth behind what really goes on in the financial industry in our exclusive 1 hour webinar.We will reveal long-hidden truths, guiding investors through the complexities of finance with clarity and confidence.In this session:Expose the financial industry’s hidden truths.Understand Wall Street methods and the Main Street approach.Learn the criteria to find your ideal financial investors for a brighter financial future.Acquire valuable insights that delve deep into the realities of retirement investing, offering a nuanced understanding of the financial landscape as it pertains to securing your future. Peel back the layers and uncover the truth concealed within your investment portfolio. This exploration aims to demystify the intricacies of your investments, providing clarity on their composition and performance. Develop a profound understanding of the genuine dynamics influencing your investments. This includes an examination of market forces, economic trends, and other factors that play a role in shaping the outcomes of your financial endeavors. Embark on a journey to discover the reality of investment strategies tailored for retirement planning. This involves a comprehensive examination of proven methods, risk mitigation strategies, and thoughtful approaches to ensure a secure and prosperous financial future.Bobby Hinkle, Founder, Certified Financial Fiduciary®A truth seeker, family lover, and compassionate servant, began his career in finance with a major institution. Disheartened by their methods, he envisioned a unique financial services firm in 2012. "Main Street Advisors" emerged as an independent, holistic partner, providing clients with a polar opposite experience to Wall Street. With a focus on client education and conservative planning, Main Street Advisors has guided families and businesses to consistent success. Bobby, dedicated to family and community service, is also a talented musician who still enjoys playing music regularly.

As a KeyPoint Member, you have exclusive access to a wide range of special events and webinars––plus Members-only discounts and perks.