In a perfect world, co-op marketing funds are used toward marketing tactics that are executed properly, targeting the right audience with the correct branding. But in reality, of the approximately $70 billion in available co-op funds every year, half g…
As a financial advisor, you understand the value of financial planning—but your clients may not. It’s up to you to effectively communicate with your clients and prospective clients about the benefits of a goals-based financial plan: increas…
Date: Thursday, April 16, 2020 Time: 12pm ET | 9am PT Sponsored by: ION Earn: Up to 1.2 CTP and 1.2 FP&A Credits from the AFP Getting a seat at the table in the organization’s strategic decision-making requires treasury manag…
Date: Wednesday, March 25, 2020 Time: 2 pm ET | 11 am PT Cost: Complimentary Sponsored by: Edward Jones Whether assisting clients with stock and bond investments, setting up 529 plans, or helping them address a…
After the deepest economic and industry downturn since the Great Depression, banks are now dealing with a “new normal” characterized by increasingly tight interest margins, sluggish economic growth, intensified competition, and increased…
The Next Generation of Corporate Performance Management Solutions The role of technology in Finance is growing exponentially, and legacy systems have not kept pace with the needs. Think about how much more you could accomplish if you …
Modernize, Simplify & Extend Your CPM Solutions Across The Enterprise. 67% of finance leaders say too many resources are tied up with legacy systems and traditional ways of working, leaving little time to innovate. Discover how to addre…
67% of finance leaders say too many resources are tied up with legacy systems and traditional ways of working, leaving little time to innovate. Discover how to address budgeting, planning, forecasting, financial consolidation, and&nb…
This guide helps companies discover the most promising markets for expansion, based on critical factors such as: Availability of skills Complexity of the regulatory landscape Quality of connectivity and infrastructure GDP growth Inward in…
Date: Tuesday, March 31, 2020 Time: 2 pm ET | 11 am PT Cost: Complimentary Sponsored by: Practifi As the recent market downturn and ongoing uncertainty about the global economy shows, straying off the prudent i…
