The Ultimate Directory on Finance Webinars

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.

Rising interest rates, subdued economic growth and heightened geopolitical tensions defined 2023. These dynamics challenged private-market investors to navigate uncertainty amid a global rise in protectionist measures, pressure to combat climate change and a surge in technologies like artificial intelligence. Join Economist Impact for "Trends shaping private markets in 2024", supported by Adams Street Partners, to discover trends that will influence private equity strategies. This virtual event will equip investors with the tools and foresight needed to make confident, long-term decisions and to translate their outlook into appropriate asset allocations and resilient portfolios.

Financial Advisors and Planning for Aging Clients - The financial industry is waking up to the reality that clients are aging. Some are being thrust into caregiving roles, some are experiencing dementia, and many are leaving the workforce to care for aging loved ones. All of these issues impact AUM in a negative way. Advisors who understand, identify, and address these clients needs will differentiate themselves from those who ignore them.

Join EIU’s industry experts in our upcoming webinar to explore the latest forecasts for interest rates. Uncover the trends and events that will shape the financial services sector in 2024.EIU’s prediction for interest rates and geopolitical turmoilForecasts for the banking sector and digital financeImplications for insurance, private equity and financial marketsEvent speakers:Ana Nicholls, Director, industry analysisSwarup Gupta, Industry manager and lead analyst, financial servicesRashi Lal, Senior editor and analystShashank Nayar, Analyst, financial services

Social Media is transforming the institutional investment landscape, influencing buying and selling decisions across the board. In our upcoming webinar, our CEO Shailendra Abhyankar will dive into real-world case studies showcasing the impact of social sentiment insights on event-based investing. Topics covered: New opportunities and higher alpha using actionable social sentiment insights, Case study- FAANG Dashboard, Case study- Financial events (quarterly results, annual results, etc.), Case study- Non-financial events. For any inquiries or assistance with registration, please reach out to us at [email protected]. Make sure to register for the final webinar in our series as well: Disruptive AI Technology by FinSoftAi announced, transforming institutional investing in 2024! Date: Tuesday, March 5, 2024 Time: 11am EST Register here: Registration Link Get an exclusive preview of our product, SSi Research, as we dive into its key features and demonstrate how investors can gain real-time insights to multiply trading gains, manage risk and improve compliance.