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Stanford Webinar - Fintech Revolution: How Disruptive Innovation is Transforming Financial Services

In the last two years, the percentage of investment in fintech has grown 5X, making it one of the hottest sectors for venture investing. Advancements in technology have changed the way consumers—especially millennials—bank online and demand an engaging, digital user experience.
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Indirect Tax Policy: 2024 Trends

This election year will have a significant impact on long-term indirect tax rules, rates, and risks. More immediately, federal, state, and local tax policymaking, fiscal conditions, and technological disruptions will muddle the short-term indirect tax environment in the United States. This white paper will cover the important tr

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4 Stages of Migrating Your Indirect Tax Processes to the Cloud

Discover the stages in our on-demand webcast. If it wasn’t enough to keep track of the myriad global, national, and local tax rules and regulations, tax departments also need to make sure they’re pivoting to meet business initiatives around digital transformation, the global pandemic, and more. The reason why companies migrate c
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Managing Crypto Compliance Amid Global Regulatory Change

We are joined by Hailey Lennon, Head of Legal and Regulatory Affairs at BitFlyer, and John A. Beccia, Co-founder and CEO of FS Vector, as they discuss recent regulatory developments and their impact on the crypto industry.
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Mortgage Lender Training Part 3: Mortgage Life-of-Loan: Decision-Making, Appraisals, Post-Closing Requirements

CBM

Examiners expect compliance with the annual training requirements of the mortgage loan originator rules. Can you prove that training has been provided and that it was effective? This three-part mortgage lending training series will outline the required steps at each point of the mortgage lifecycle. Part 3 will focus on the end of the mortgage lifecycle and the requirements when a loan application has been denied, withdrawn, or approved not accepted. Continuing Education: Attendance verification for CE credits upon request
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How to manage a high-performing construction loan portfolio

Construction lenders know that efficiency is key to profitable loans in a changing-rate environment. But with construction loans considered one of the riskier loan types in a financial institution’s portfolio, lenders also know they need meticulous tracking to fund draw requests accurately and mitigate risk. In this webinar, learn best practices of construction loan management that increase draw income, lower risk, and enhance borrower retention.
Watch Now

4 Stages of Migrating Your Indirect Tax Processes to the Cloud

Discover the stages in our on-demand webcast. If it wasn’t enough to keep track of the myriad global, national, and local tax rules and regulations, tax departments also need to make sure they’re pivoting to meet business initiatives around digital transformation, the global pandemic, and more. The reason why companies migrate c
Watch Now

Managing Crypto Compliance Amid Global Regulatory Change

We are joined by Hailey Lennon, Head of Legal and Regulatory Affairs at BitFlyer, and John A. Beccia, Co-founder and CEO of FS Vector, as they discuss recent regulatory developments and their impact on the crypto industry.
Watch Now

Mortgage Lender Training Part 3: Mortgage Life-of-Loan: Decision-Making, Appraisals, Post-Closing Requirements

CBM

Examiners expect compliance with the annual training requirements of the mortgage loan originator rules. Can you prove that training has been provided and that it was effective? This three-part mortgage lending training series will outline the required steps at each point of the mortgage lifecycle. Part 3 will focus on the end of the mortgage lifecycle and the requirements when a loan application has been denied, withdrawn, or approved not accepted. Continuing Education: Attendance verification for CE credits upon request
Watch Now

How to manage a high-performing construction loan portfolio

Construction lenders know that efficiency is key to profitable loans in a changing-rate environment. But with construction loans considered one of the riskier loan types in a financial institution’s portfolio, lenders also know they need meticulous tracking to fund draw requests accurately and mitigate risk. In this webinar, learn best practices of construction loan management that increase draw income, lower risk, and enhance borrower retention.
Watch Now
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Spotlight

Indirect Tax Policy: 2024 Trends

This election year will have a significant impact on long-term indirect tax rules, rates, and risks. More immediately, federal, state, and local tax policymaking, fiscal conditions, and technological disruptions will muddle the short-term indirect tax environment in the United States. This white paper will cover the important tr

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