Trust is in the Balance

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.

The next dimension of interaction is already here, and it's built on Web 3, blockchain and virtual reality. Businesses like Facebook and Nike, fashion brands and crypto companies alike are investing heavily in this revolution. We dive into how this technology will transform our world, and how you can take part.

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

We saw COVID impact for-purpose organizations in various ways, forcing some to make operational changes or to shut their doors. We have seen others adapt and drive innovation to achieve their mission. But how do these organizations remain sustainable for the years to come? Join webinar with guest speakers from Social Money Solutions, Anglicare WA, and Commonwealth Bank as they discuss the challenges not-for-profit organizations are facing in an ever-changing and increasingly challenging landscape and the strategies you can implement to remain sustainable.