Fulfilling the Duty to Preserve: What Every Lawyer Needs to Know

Digital adoption continues to profoundly alter how consumers and businesses interact with financial institutions. While the funding environment for U.S. fintech has cooled from a red-hot 2021, changing customer preferences and innovative products will continue to dominate the landscape. During this webinar we will: Review S&P Global Market Intelligence’s proprietary research on digital banking, customer preferences and bank branches Discuss how embedded finance is reshaping the distribution model for financial services and the competitive threat it presents for incumbent financial institutions Examine the various usage trends and preferences for Buy Now Pay Later (BNPL) and the implications for future credit card usage and product offerings Analyze cryptocurrency adoption and market opportunities; discuss how banks can support crypto adoption and how they should proceed given regulatory ambiguity Evaluate trends in digital investing platforms including recent performance and funding Assess the implications of the continued intersection of technology and financial services on U.S. Commercial Banks.

As organizations scramble to manage their supply chains among massive market and economic shifts with a workforce that is suddenly distributed, they’re finding that their existing crisis management and business continuity plans haven’t adequately prepared them for the current circumstances. Tax departments are particularly stres

The Due Diligence Project Summit concludes with a round-table discussion featuring advanced tax & risk mitigation strategies presented by The Due Diligence Project (DDP) founder Alex Sonkin, accompanied by select DDP specialists and thought leaders. Alex will be joined by industry-leading tax attorneys, CPAs, and family office specialists for an up-close look at the DDP’s peer-reviewed tax & risk mitigation strategies, including charitable giving, energy tax credits, cost segregation, and advanced cyber-security risk mitigation, just to name a few.

Learn how Acre Homes built a modern home ownership experience with Plaid. Plaid’s suite of credit products enabled Acre Homes to build a seamless application experience, leveraging Plaid’s best in-class conversion practices. With the direct from source bank account and income data, Acre is able to glean deeper insights into their potential home buyers to make the most informed decisions.