Signature Cards and Account Agreements: Understanding Account Titling, Ownership and Access

This program is an A-Z on account ownership and documentation. We'll go from single party accounts to more complex business accounts. It is a must for anyone who opens or manages new accounts. Your financial institution's signature card, documentation and authority procedures can create big liability if you don't understand the type of ownership and the checks that go with these accounts.
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Spotlight

As digital transformation strategies take hold and organizations embrace a philosophy of data-driven decision-making, many functions that have traditionally communicated little with each other are coming together around a shared need for current and relevant information. In this environment, IT and tax departments have a signifi

OTHER ON-DEMAND WEBINARS

Trade With No Stop Loss, How To Win In The Currency Markets Hedging

Investing

Market strategy is about choosing the entry and exit prices. If a trader is on swing trading or scalping the exit price is crucial. The volatility for an intraday trader will play against its on trading every time a stop loss is placed. There is a safer and winning way to protect the entry without stop loss activation due to volatility or spread widening problems.
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Move Towards an AI-Forward, Autonomous Finance Future

Some 64% of finance chiefs believe the future autonomous state will be reality within the next six years, but less than 21% use machine learning, prescriptive analytics, natural language processing and blockchain. Failure to adopt these technologies delays your organization’s ability to move information swiftly with little to no human intervention, and exposes your business to shocks such as inflation, global conflicts and pandemics. This complimentary finance webinar looks at what it really means to be an AI-forward finance organization. You will discover the latest Gartner research that reveals what leading finance organizations do to move towards becoming an autonomous finance function of the future.
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THE EVOLVING ERA OF THEMATIC INVESTING – NORTH AMERICA VIEW

thefintech.info

The thematic fund market has rapidly developed in recent years. These funds attempt to harness secular growth themes ranging from artificial intelligence to Generation Z. Some have delivered a phenomenal performance, while others have been duds. Over the last two years, asset managers have ramped up the supply of these niche and often gimmicky funds, increasing investor demand for clarity and guidance.
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Tax Trends and Tech Solutions Post-Wayfair

It’s been almost a year since the U.S. Supreme Court endorsed economic nexus in South Dakota v. Wayfair. This session Thomson Reuters Indirect Tax Proposition Leader, Adam Schaffner, and Proposition Manager, Melissa Oaks, will provide an overview of key state tax developments since the decision and how tax technology can help yo
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Spotlight

As digital transformation strategies take hold and organizations embrace a philosophy of data-driven decision-making, many functions that have traditionally communicated little with each other are coming together around a shared need for current and relevant information. In this environment, IT and tax departments have a signifi

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