GREENFIELD BANKING: PLOTTING NEW PATHS TO INNOVATION

Michael Shultz, of BlackLine, will discuss defining the work and workload in the accounting department, as well as identifying opportunities to move work out of the close. In addition, you will hear from Michael DalPoggetto of Varian Medical Systems, an organization well on its way to utilizing continuous accounting, and how you can also improve processes at your organization.

The New York State Department of Financial Services has issued new cybersecurity requirements for financial services companies – defined to include New York-chartered banks, Department of Financial Services-authorized branches of out-of-country foreign banks, and New York-licensed insurance companies and insurance agencies. Compliance with some requirements is required by August 28, 2017. Is your company prepared to comply? This session with attorney Chrys Lemon will help you understand and comply with New York’s new cybersecurity requirements. Under the regulations, covered entities will have to conduct a cybersecurity risk assessment, develop and implement a cybersecurity program, adopt other cybersecurity practices, and ensure third-party service providers have adequate cybersecurity programs in place.

Take an in-depth look at how taxes are handled in eMoney, including new features added for the Tax Cuts and Jobs Act, and discover new ways to customize your tax options and create compelling simulations. This course specifically highlights taxation within the eMoney financial planning platform. Course Objectives Review the assumptions that will affect your client’s projections Learn best practices on entering the facts to achieve your desired results Go through a detailed breakdown of Tax Events Ledger and Income Tax Reports Discover how to deploy and accurately account for income tax strategies Avoid common trouble shooting errors and review some helpful resources to assist you in putting your client’s plans together

Do you know how automated trading works? In this webinar, you will learn the basics of automated trading, its advantages over manual trading and how to use it through the MT4 platform. Content: Definition of Automated Trading In a very didactic way, we will enter into automated trading. You will find it is not as hard as it looks. The trading rules are the same, only the tools used change.