Financial Services Review: Business and Technology Magazine for Financial Services Sector.

The Impact of RTP To The Mobile Payment Ecosystem

Cross Border Payments

The Impact of RTP To The Mobile Payment Ecosystem

Attila Csutak, Faster Payments, Vice President, City National Bank

Forward-Looking Risk Management to Enable Fast Growth

Financial Planning

Forward-Looking Risk Management to Enable Fast Growth

Ted Delgado, Director, Financial Planning & Analysis Amplify Snack Brands

The Basics Of A Business Purchase Agreement

Business Loan

The Basics Of A Business Purchase Agreement

Mike Strakhov, Senior Vice President - Head of Insurance Lending, Live Oak Bank

Investing and Data, the Opportunity and the Challenge

Alternative Investments

Investing and Data, the Opportunity and the Challenge

Fabiana Fedeli, Chief Investment Officer, Equities and Multi Asset, M&G Investments

Helping Provide Financial Security through a People-focused Approach to Portfolio Management

Financial Security

Helping Provide Financial Security through a People-focused Approach to Portfolio Management

Yesim Tokat-Acikel, Managing Director, Portfolio Manager, Principal Asset ManagementSM

Mainstar Trust: A Trusted Guide for Alternative Retirement Investment

IRA

Mainstar Trust: A Trusted Guide for Alternative Retirement Investment

Carmen Matzke, VP, Mainstar Trust

Bringing Accessibility to Global Debt Collection

Debt Collection Agencies

Bringing Accessibility to Global Debt Collection

Paolo Colombari, CEO, Invenium Legaltech

The Winning Formula for Tax Relief — Strategic, Compassionate and Client-First

CPA Firms

The Winning Formula for Tax Relief — Strategic, Compassionate and Client-First

Adi Harari, Founder, Perfect Tax Relief

Capital MBS: Making Equipment Financing and Business Funding More Accessible

Equipment Financing

Capital MBS: Making Equipment Financing and Business Funding More Accessible

Yaro Yarema, Founder, Capital MBS

OCBC NISP [IDX: NISP]
The Evolution of Digital Banking Landscape in Indonesia

Altona Widjaja; Head of New Digital Venture, Bank OCBC NISP
CNO Financial Group [NYSE: CNO]
Tips for getting "Unstuck" for the Professionals

KemiAkinyemi, Senior Managing Actuary, CNO Financial Group
Voya Financial [NYSE: VOYA]
The Importance of Organizational Alignment: Strategy, Environmental Understanding, and Unifying Processes for Success

Michael Dotto, Director, Voya Financial
HomeStreet Bank [NASDAQ: HMST]
Latest Trends in Investment Management

Darrell Van Amen, Executive Vice President & Chief Investment Officer, HomeStreet Bank
Lloyds Banking Group [LON: LLOY]
Esg Risk Management In Banking: Pragmatic Insights And Roadblocks

Yaroslav Sovgyra, Head of ESG Risk, Lloyds Banking Group
Remitly [NASDAQ: RELY]
The Evolving World of Corporate Strategy and Finance

Mr. Felipe Izquierdo, Senior Manager of Corporate Strategy, Remitly
Synovus [NYSE: SNV]
Managing Risk Central to the CISO's Role

Kevin Gowen, Chief Information Security Officer at Synovus
Old National Bank [NASDAQ: ONB]
4 Commonly Used Wealth Transfer Strategies

Jeanne Krigbaum, Chief Wealth Planning Officer, Old National Wealth Management, Old National Bank
T. Rowe Price [NASDAQ: TROW]
The View from the Knife's Edge:A New Market Regime

Sébastien Page, CFA®, Head of Global Multi-Asset and Chief Investment Officer, T. Rowe Price

The Increasingly Challenging Role of a Mortgage Broker

Broker Dealers

The Increasingly Challenging Role of a Mortgage Broker

Douglas Wilkerson, Senior Mortgage Broker, Edge Home Finance

Democratizing Trading with Innovative Educational Platform

Digital Insurance

Democratizing Trading with Innovative Educational Platform

David Varga, Co-Founder of Purple Trading and Fintokei and Chairman of the Board of Fintokei

Reshaping Employee Benefits: Unleashing the Potential of Artificial Intelligence

Growth Equity

Reshaping Employee Benefits: Unleashing the Potential of Artificial Intelligence

Paul Park, Vice President of Private Equity & Transaction Advisory Group, Newfront

Exploring Alternative Investments with an Investor-First Approach

Alternative Investments

Exploring Alternative Investments with an Investor-First Approach

Dana Udumulla, Investments Manager,E. Brian Finkelstein, Chairman and Shareholder and Brianna Avillo, Marketing Manager

How to Empower and Advance Women Who Work in Accounting

Financial Accounting

How to Empower and Advance Women Who Work in Accounting

Alissa Vickery, Chief Accounting Officer, Senior Vice President of Accounting and Control, FLEETCOR

Insights from NatWests Head of US Sales & Trading

Trading

Insights from NatWests Head of US Sales & Trading

Casey Spezzano, Head of Customer Sales and Trading, US, NatWest

What Exactly is Non-Financial Risk?

Financial Risk Management

What Exactly is Non-Financial Risk?

Gus Ortega, Head of Operational Risk Management, Voya Financial

Recent challenges in the industry and how Internal Audit can help.

Forensic Accounting

Recent challenges in the industry and how Internal Audit can help.

Jacqueline Breslauer, Executive Vice President - Chief Audit Executive at Valley Bank

Implementation Of a Treasury Management System is Essential To Corporate Finance Activities

Treasury Management

Implementation Of a Treasury Management System is Essential To Corporate Finance Activities

Todd Gosserand, Vice President, Risk Management and Treasury Projects, TAQA Group

Claims Processing and Management

Claims Processing

Claims Processing and Management

Andrew Leeds, Vice President - Homeowner Claims, Plymouth Rock Assurance

Basics of AML Transaction Monitoring in Foreign Correspondent Banking

Financial Retirement

Basics of AML Transaction Monitoring in Foreign Correspondent Banking

Eugene Y. Troyansky, Head of Transaction Monitoring at Mashreqbank – PSC

The Evolving Role of Corporate Tax Planning: A Strategic Asset Amid Automation and Generative AI

Tax Planning

The Evolving Role of Corporate Tax Planning: A Strategic Asset Amid Automation and Generative AI

Melissa Hall, Senior Vice President of Global Tax at Assurant

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