ForwardThinking is a look ahead at the latest knowledge and insights available from Grant Thornton LLP. It includes a collection of our research, thought leadership and a schedule of upcoming webcasts and events.
GT Events & Program Guide: ForwardThinking August/September 2017Grant Thornton LLP
ForwardThinking is a look ahead at the latest knowledge and insights available from Grant Thornton LLP. It includes a collection of our research, thought leadership and a schedule of upcoming webcasts and events.
GT Events and Program Guide is a look ahead at the latest knowledge and insights available from Grant Thornton LLP. It includes a collection of our research, thought leadership and a schedule of upcoming webcasts and events.
GT Events and Program Guide is a look ahead at the latest knowledge and insights available from Grant Thornton LLP. It includes a collection of our research, thought leadership and a schedule of upcoming webcasts and events.
GT Events and Program Guide is a look ahead at the latest knowledge and insights available from Grant Thornton LLP. It includes a collection of our research, thought leadership and a schedule of upcoming webcasts and events.
Real Estate Industry Success: Build, Transform and Protect Value into 2020Grant Thornton LLP
REITS are finding that while online shopping is active, their real estate holdings — stores and malls — continue to draw actual shoppers. Most sales still take place in brick-and-mortar, with technology shaping retail and real estate success.
Why prepare now? 5 things that smart businesses are doing TODAY to prepare fo...Grant Thornton LLP
Tax reform is top of mind for many of today’s businesses as they struggle to understand what it might mean to them, and what they should be doing to prepare. While it may be easy to be paralyzed by the uncertainty of the legislative process, a “wait-and-see” approach is a mistake. The prospect of tax reform creates tremendous new tax planning opportunities, and many of these are effective only if done before tax reform is enacted. No company should be making long-term business decisions without understanding how tax reform could affect the economic impact. Learn the five steps your business can take now to prepare for tax reform.
After the acquisition: 5 steps to manage the tax processGrant Thornton LLP
A detailed plan is critical to accomplishing all the tax-related tasks that need to occur in the months after an M&A transaction closes. Your 100-day plan for managing the tax process should include five key steps.
Managing Director Christopher Recor takes part in an expert forum discussion of sanctions compliance. This is a reprint from the July – September 2015 issue of Risk & Compliance Magazine.
GT Events & Program Guide: ForwardThinking August/September 2017Grant Thornton LLP
ForwardThinking is a look ahead at the latest knowledge and insights available from Grant Thornton LLP. It includes a collection of our research, thought leadership and a schedule of upcoming webcasts and events.
GT Events and Program Guide is a look ahead at the latest knowledge and insights available from Grant Thornton LLP. It includes a collection of our research, thought leadership and a schedule of upcoming webcasts and events.
GT Events and Program Guide is a look ahead at the latest knowledge and insights available from Grant Thornton LLP. It includes a collection of our research, thought leadership and a schedule of upcoming webcasts and events.
GT Events and Program Guide is a look ahead at the latest knowledge and insights available from Grant Thornton LLP. It includes a collection of our research, thought leadership and a schedule of upcoming webcasts and events.
Real Estate Industry Success: Build, Transform and Protect Value into 2020Grant Thornton LLP
REITS are finding that while online shopping is active, their real estate holdings — stores and malls — continue to draw actual shoppers. Most sales still take place in brick-and-mortar, with technology shaping retail and real estate success.
Why prepare now? 5 things that smart businesses are doing TODAY to prepare fo...Grant Thornton LLP
Tax reform is top of mind for many of today’s businesses as they struggle to understand what it might mean to them, and what they should be doing to prepare. While it may be easy to be paralyzed by the uncertainty of the legislative process, a “wait-and-see” approach is a mistake. The prospect of tax reform creates tremendous new tax planning opportunities, and many of these are effective only if done before tax reform is enacted. No company should be making long-term business decisions without understanding how tax reform could affect the economic impact. Learn the five steps your business can take now to prepare for tax reform.
After the acquisition: 5 steps to manage the tax processGrant Thornton LLP
A detailed plan is critical to accomplishing all the tax-related tasks that need to occur in the months after an M&A transaction closes. Your 100-day plan for managing the tax process should include five key steps.
Managing Director Christopher Recor takes part in an expert forum discussion of sanctions compliance. This is a reprint from the July – September 2015 issue of Risk & Compliance Magazine.
Cost vs. Risk: Finding the right balance for hedge fund administrationGrant Thornton LLP
Hedge Funds—Taking a fresh look at operations: How hedge fund managers can engage the right mix of internal, outside and shadow administration. Read the full paper at http://gt-us.co/1rjV3Se
Provider/payor Convergence: A path to continued growthGrant Thornton LLP
As bottom lines shrink, payors and providers are beginning to see convergence, or vertical integration, as the path to growth, Panelists from Johns Hopkins Institutions, Buchanan Ingersoll & Rooney PC and Grant Thornton LLP share their experience and offer insight on the challenges and benefits of this strategy. Read the full paper at http://gt-us.co/1Cv6MRA
Asset Management Industry Success: Build, Transform and Protect Value into 2020Grant Thornton LLP
Though hedge fund volume has doubled in the past five years, fees are pressured down; responsive strategies to replace fee dependency include expansion — M&A, joint ventures and alliances.
Technology Industry Success: Build, Transform and Protect Value into 2020Grant Thornton LLP
Technology leaders are making bold decisions and reinventing their company, exploiting innovative technologies, sharpening a competitive edge, investing significantly in R&D, embracing a new business model and taking a more strategic view of risk.
3 Misconceptions About the Affordable Care Act's Cadillac TaxGrant Thornton LLP
The Cadillac tax will apply to employer-sponsored health insurance policies starting in 2018 if their premiums exceed $27,500 for family coverage or $10,200 for individual coverage. Anything above these thresholds will be subject to a 40% nondeductible tax. Employers should start planning now to identify ways to reduce costs and inefficiencies in their health plans in order to avoid being subject to this tax.
Reserves planning: Determining the appropriate level of reserves for your org...Grant Thornton LLP
Maintaining adequate reserves is essential to establishing financial stability. These reserves provide a cushion to deal with operating deficits that may arise due to unexpected events, economic uncertainties, lean funding periods or opportunities for strategic investment. This presentation offers Grant Thornton’s latest thinking on how to establish appropriate reserves levels and our methodology for developing a sophisticated and robust risk-based approach to establishing a reserves policy within your organization.
The survey found that mid-market companies are moderating their spending and investments compared to six months ago, despite remaining confident in the economy. Hiring and capital spending growth have slowed, though companies expect better results in the coming year than the previous year. Voluntary employee attrition is also increasing as the labor market strengthens. While pursuing organic growth strategies over partnerships, companies report focusing internally on aspects like technology, customers, and productivity to fuel future expansion. Uncertain economic conditions remain the top challenge to company growth according to the survey.
Doing business in China – Recent anti-corruption and briberyGrant Thornton LLP
China enforcement agencies have recently made headlines in their crackdown on corruption within the several industries. As a result of these high-profile investigations, multinationals are refreshing their current anti-corruption compliance and oversight programs to address China’s bribery laws.
Tightening pressure transforms the landscape: The state of asset managementGrant Thornton LLP
After years of growth, asset managers face a number of challenges. Here, we examine these challenges and provide insight into the state of the asset management industry.
The Future of Industry: Sector Convergence & 2017 OutlookGrant Thornton LLP
What is the future of industries? How should we respond to the opportunities and challenges presented by this disruption? Every industry is being disrupted by fast-paced change on many fronts. In this deck, Grant Thornton industry leaders explore cross-industry issues and potential solutions to support your business in this ever-changing world.
Pwc 2015 Technology Sector Sec Comment Letter TrendsPwC
PwC's technology industry publication provides a comprehensive analysis of recent SEC staff comments and disclosures to assist you in understanding the key trends relevant to companies in the technology sector.
Us mergers-acquisitions-2018-trends-reportUmang Patel
Corporate executives and private equity firms foresee increased M&A activity in 2018, with more deals and larger deal sizes compared to 2017. Executives expect deal volume and size to increase, driven by strategic factors like acquiring new technology and expanding digital strategies. Fewer deals are missing financial targets as executives improve integration practices and use new M&A analysis tools. However, some executives remain concerned that delays in business-related legislation could impact dealmaking in 2018.
Retailers who are proactive with their approach to consumer privacy and retail cyber security will create more meaningful data and consumer engagement.
China's economy is facing significant challenges as its industrial base needs upgrading. While consumption is growing, continued overreliance on investment and infrastructure has led to overcapacity in key industries like steel. To avoid getting trapped in the middle-income trap, China needs to further develop its services sector, remove constraints on private businesses to redirect investment, and reform inefficient state-owned enterprises through measures like consolidation and improved management incentives. Upgrading China's industrial base from low-cost manufacturing to more advanced, technology-driven industries and services will be difficult but is critical for sustained economic growth.
Mercer Capital's Value Focus: FinTech Industry | Third Quarter 2017 Mercer Capital
Mercer Capital’s quarterly newsletter, FinTech Watch, provides an overview of the FinTech industry, including public market performance, valuation multiples for public FinTech companies, and articles of interest from around the web. This newsletter focuses on FinTech segments, including payment processors, technology, and solutions companies, examining general economic and industry trends as well as a summary of M&A and venture capital activity.
Since 2013, pass-through owners have faced a potentially higher tax rate (39.6%) on their business income than their C corporation competitors (35%). This rate disparity puts them at a competitive disadvantage and hinders growth. http://gt-us.co/1SPWvqZ Learn more about how a business equivalency rate ensures all businesses are taxed equally.
Capital Markets Survey: Growth Capital EditionKenneth Cowan
The survey summarizes the responses from 27 leading growth capital providers representing over $50B in invested capital. Key insights include an increased supply of deployable capital compared to 2013 and rising deal multiples/leverage due to high demand. Most management teams need improvement in strategic planning, accounting/finance, and sales/marketing. Respondents were neutral on the economy but saw increased regulation as the biggest threat to middle-market businesses. Proper planning and preparation were emphasized as critical for a successful transaction.
Banking Industry Success: Build, Transform and Protect Value into 2020Grant Thornton LLP
Banking leaders say their focus on customer service will double between now and 2020, becoming their No. 1 priority in an increasingly competitive environment.
In this rapidly changing global business environment—where cost is a true strategic differentiator—Deloitte’s first global cost management survey report provides an inside look at the practices and trends currently shaping the future of business, with detailed insights from more than 1,000 C-level executives and senior management in four major regions: the United States (US), Latin America (LATAM), Europe (EU), and Asia Pacific (APAC). http://deloi.tt/2kUWuaw
This document provides an overview of the June 2015 issue of Frontiers in Finance, a publication focused on decision-makers in the financial services industry. It includes the following key points:
- The document discusses several challenges facing financial institutions, including how to sustain competitive advantage, develop new products and services, and move faster than competitors in a constantly changing environment.
- It highlights opportunities around better utilizing data and analytics to improve performance, reduce risk, and drive growth. The role of the chief data officer is becoming increasingly important in this area.
- Emerging technologies like social media, FinTech, and big data are disrupting traditional models and providing new sources of customer insights. Partnerships between financial institutions and
Cost vs. Risk: Finding the right balance for hedge fund administrationGrant Thornton LLP
Hedge Funds—Taking a fresh look at operations: How hedge fund managers can engage the right mix of internal, outside and shadow administration. Read the full paper at http://gt-us.co/1rjV3Se
Provider/payor Convergence: A path to continued growthGrant Thornton LLP
As bottom lines shrink, payors and providers are beginning to see convergence, or vertical integration, as the path to growth, Panelists from Johns Hopkins Institutions, Buchanan Ingersoll & Rooney PC and Grant Thornton LLP share their experience and offer insight on the challenges and benefits of this strategy. Read the full paper at http://gt-us.co/1Cv6MRA
Asset Management Industry Success: Build, Transform and Protect Value into 2020Grant Thornton LLP
Though hedge fund volume has doubled in the past five years, fees are pressured down; responsive strategies to replace fee dependency include expansion — M&A, joint ventures and alliances.
Technology Industry Success: Build, Transform and Protect Value into 2020Grant Thornton LLP
Technology leaders are making bold decisions and reinventing their company, exploiting innovative technologies, sharpening a competitive edge, investing significantly in R&D, embracing a new business model and taking a more strategic view of risk.
3 Misconceptions About the Affordable Care Act's Cadillac TaxGrant Thornton LLP
The Cadillac tax will apply to employer-sponsored health insurance policies starting in 2018 if their premiums exceed $27,500 for family coverage or $10,200 for individual coverage. Anything above these thresholds will be subject to a 40% nondeductible tax. Employers should start planning now to identify ways to reduce costs and inefficiencies in their health plans in order to avoid being subject to this tax.
Reserves planning: Determining the appropriate level of reserves for your org...Grant Thornton LLP
Maintaining adequate reserves is essential to establishing financial stability. These reserves provide a cushion to deal with operating deficits that may arise due to unexpected events, economic uncertainties, lean funding periods or opportunities for strategic investment. This presentation offers Grant Thornton’s latest thinking on how to establish appropriate reserves levels and our methodology for developing a sophisticated and robust risk-based approach to establishing a reserves policy within your organization.
The survey found that mid-market companies are moderating their spending and investments compared to six months ago, despite remaining confident in the economy. Hiring and capital spending growth have slowed, though companies expect better results in the coming year than the previous year. Voluntary employee attrition is also increasing as the labor market strengthens. While pursuing organic growth strategies over partnerships, companies report focusing internally on aspects like technology, customers, and productivity to fuel future expansion. Uncertain economic conditions remain the top challenge to company growth according to the survey.
Doing business in China – Recent anti-corruption and briberyGrant Thornton LLP
China enforcement agencies have recently made headlines in their crackdown on corruption within the several industries. As a result of these high-profile investigations, multinationals are refreshing their current anti-corruption compliance and oversight programs to address China’s bribery laws.
Tightening pressure transforms the landscape: The state of asset managementGrant Thornton LLP
After years of growth, asset managers face a number of challenges. Here, we examine these challenges and provide insight into the state of the asset management industry.
The Future of Industry: Sector Convergence & 2017 OutlookGrant Thornton LLP
What is the future of industries? How should we respond to the opportunities and challenges presented by this disruption? Every industry is being disrupted by fast-paced change on many fronts. In this deck, Grant Thornton industry leaders explore cross-industry issues and potential solutions to support your business in this ever-changing world.
Pwc 2015 Technology Sector Sec Comment Letter TrendsPwC
PwC's technology industry publication provides a comprehensive analysis of recent SEC staff comments and disclosures to assist you in understanding the key trends relevant to companies in the technology sector.
Us mergers-acquisitions-2018-trends-reportUmang Patel
Corporate executives and private equity firms foresee increased M&A activity in 2018, with more deals and larger deal sizes compared to 2017. Executives expect deal volume and size to increase, driven by strategic factors like acquiring new technology and expanding digital strategies. Fewer deals are missing financial targets as executives improve integration practices and use new M&A analysis tools. However, some executives remain concerned that delays in business-related legislation could impact dealmaking in 2018.
Retailers who are proactive with their approach to consumer privacy and retail cyber security will create more meaningful data and consumer engagement.
China's economy is facing significant challenges as its industrial base needs upgrading. While consumption is growing, continued overreliance on investment and infrastructure has led to overcapacity in key industries like steel. To avoid getting trapped in the middle-income trap, China needs to further develop its services sector, remove constraints on private businesses to redirect investment, and reform inefficient state-owned enterprises through measures like consolidation and improved management incentives. Upgrading China's industrial base from low-cost manufacturing to more advanced, technology-driven industries and services will be difficult but is critical for sustained economic growth.
Mercer Capital's Value Focus: FinTech Industry | Third Quarter 2017 Mercer Capital
Mercer Capital’s quarterly newsletter, FinTech Watch, provides an overview of the FinTech industry, including public market performance, valuation multiples for public FinTech companies, and articles of interest from around the web. This newsletter focuses on FinTech segments, including payment processors, technology, and solutions companies, examining general economic and industry trends as well as a summary of M&A and venture capital activity.
Since 2013, pass-through owners have faced a potentially higher tax rate (39.6%) on their business income than their C corporation competitors (35%). This rate disparity puts them at a competitive disadvantage and hinders growth. http://gt-us.co/1SPWvqZ Learn more about how a business equivalency rate ensures all businesses are taxed equally.
Capital Markets Survey: Growth Capital EditionKenneth Cowan
The survey summarizes the responses from 27 leading growth capital providers representing over $50B in invested capital. Key insights include an increased supply of deployable capital compared to 2013 and rising deal multiples/leverage due to high demand. Most management teams need improvement in strategic planning, accounting/finance, and sales/marketing. Respondents were neutral on the economy but saw increased regulation as the biggest threat to middle-market businesses. Proper planning and preparation were emphasized as critical for a successful transaction.
Banking Industry Success: Build, Transform and Protect Value into 2020Grant Thornton LLP
Banking leaders say their focus on customer service will double between now and 2020, becoming their No. 1 priority in an increasingly competitive environment.
In this rapidly changing global business environment—where cost is a true strategic differentiator—Deloitte’s first global cost management survey report provides an inside look at the practices and trends currently shaping the future of business, with detailed insights from more than 1,000 C-level executives and senior management in four major regions: the United States (US), Latin America (LATAM), Europe (EU), and Asia Pacific (APAC). http://deloi.tt/2kUWuaw
This document provides an overview of the June 2015 issue of Frontiers in Finance, a publication focused on decision-makers in the financial services industry. It includes the following key points:
- The document discusses several challenges facing financial institutions, including how to sustain competitive advantage, develop new products and services, and move faster than competitors in a constantly changing environment.
- It highlights opportunities around better utilizing data and analytics to improve performance, reduce risk, and drive growth. The role of the chief data officer is becoming increasingly important in this area.
- Emerging technologies like social media, FinTech, and big data are disrupting traditional models and providing new sources of customer insights. Partnerships between financial institutions and
The document discusses key trends in the economy, hot markets, and professional services marketing based on input from a team of advisors from various specialties. It finds that:
1) Growth markets like China, India, and Brazil are expected to rise significantly and impact all markets by 2020.
2) Six of the top 10 fastest-growing industries relate to healthcare and aging populations, while others involve technology, education, and construction.
3) Three distinct marketing trends were identified: extreme competition due to lower business levels, financing challenges for projects, and mushrooming use of social media.
The document discusses the changing demographics and economic drivers in mainland China and the implications for businesses and their talent strategies. Specifically:
- Mainland China is witnessing shifts including an aging workforce, slowing economic growth rates, and a diminishing workforce due to the one-child policy. This will impact the available talent pool for companies.
- Rapid urbanization and rising wages are drawing talent away from major business centers to second-tier cities. Companies must adapt their talent strategies to changing regional dynamics.
- To attract and retain top talent amid these changes, companies need to closely link rewards to business strategy and focus on differentiation, perceived value of compensation, and cultivating a high-performance culture.
ForwardThinking is a look ahead at the latest knowledge and insights available from Grant Thornton LLP. It includes a collection of our research, thought leadership and a schedule of upcoming webcasts and events.
Our global capabilities: financial servicesGrant Thornton
Grant Thornton provides audit, tax, and advisory services to financial institutions globally. It has over $300 million in combined global revenues from financial services. The document discusses challenges facing the financial services industry such as increased regulation, competition, and need for transparency. It also outlines Grant Thornton's solutions to help clients address issues like regulatory compliance, risk management, growth strategies, and data management.
1) The rise of FinTech has been enabled by a "perfect storm" of increasing customer expectations for digital services, expanded venture capital funding, reduced barriers to entry, and faster technological advancement.
2) While customers are embracing FinTech providers, with over 50% using at least one non-traditional firm, traditional firms still hold advantages in areas like convenience and service quality.
3) Both traditional and FinTech firms struggle to meet customer expectations on important interactions like digital transactions, transparency, convenience, and proactive updates. Improving these "moments of truth" is key to boosting customer experience and revenue potential from influential younger customers.
The new ‘A and B’ of the Finance Function: Analytics and Big Data - -Evolutio...Balaji Venkat Chellam Iyer
Published in 2013, this White Paper discusses how the finance function would evolve with the combined forces of Big Data and Analytics and the levers that could help catalyze the change and has drawn upon the Global Trend Study conducted by Tata Consultancy Services (TCS) on how companies were investing in Big Data and deriving returns from it.
BTI Business Development Opportunity Zones 2016 Executive SummaryBTI Consulting Group
BTI Business Development Opportunity Zones helps you create your best path to growth in 2016. See WHERE there will be opportunities to grow in 2016 with BTI’s Industry Opportunity Matrix. Find out HOW to target and win those market advantages with in-depth Practice Area Assessments. Chart the best course of action for YOUR firm with detailed Strategies for Success. Order Your BTI Business Development Opportunity Zones 2016 now for the data and strategies to jump start your firm’s growth today.
Disrupted - Executive Perspectives on Banking & InsuranceAlastair Davies
Management Events' Surveys team interviewed more than 600 decision makers from leading Banks and Insurers in Europe and Southeast Asia to find their key business needs, development projects and solution investments.
It is advice that technology vendors today should take to heart.
Corporations everywhere in the world are now in the midst of a transformation with respect to information technology. This is not necessarily about a revolution in technology processing power, but rather a fundamental change in the
power of technology process – an internal shift in responsibility over IT decision-making within organizations away from its traditional center, the Chief Information Officer, to the Chief Marketing Officer and Chief Financial Office
Running head FINANCIAL ANALYSTS AS A DISCOURSE COMMUNITY .docxjeanettehully
Running head: FINANCIAL ANALYSTS AS A DISCOURSE COMMUNITY
1
FINANCIAL ANALYSTS AS A DISCOURSE COMMUNITY
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Financial analysts as a discourse Community
Zi Wang
California state university in San Bernardino
Financial analysts as a discourse Community
Introduction
In the article, Gee helps to expound more about different terms that are essential in any given field. Literacy becomes his first target and he defines it as the ability to possess knowledge that allows one to execute the functions of both writing and reading. Gee goes ahead to present a definition of discourse. In line with the definition that has been presented by Gee, a discourse is broad and it is a term that is diverse thus can be used in different forms. One of the major characteristics of discourse is acceptability. Discourse must be accepted by a group of people. The reason behind it is that a discourse brings together a network that has the same thinking, uses the same language, and acts the same.
The career that I have chosen in this case is Financial Analysis. A financial analyst is a person who provides financial advice to organizations and individuals. The work of a financial analyst is to investigate the financial situation and offer the best financial solutions. When an organization plans to invest, it must be in the best position to afford the investments. At the same time, it is essential for an organization to know if the investment will have returns or not. A financial analyst comes in place to make sure that an organization knows the advantages and disadvantages of investing in a specific investment. My discourse is becoming a financial analyst who is capable of delivering in line with the expectations of my clients or employers. I intend to know more about the factors that essential before investing in any given market. The Financial Analysts career is a discourse community because it meets the follow characteristics as explored in Gee’s Criteria for such communities.
Valuing/ Values: Financial analysts are guided by several values and principles. First, Financial Analysts must positively contribute to the core belief of the society via sustainable values generated through efficient capital and markets and their respective investment institutions. Second, a financial analyst must exercise zeal and prudence when dealing with people’s capital assets. Third, financial analysts must uphold high ethical standards and good stewardship necessary for cultivating confidence and trust to be served and secured. These standards are critical for positive results since regulations and rules are not independently sufficient.
Doing/Actions: Financial analysts work in pension funds, banks, insurance firms and other investment enterprises. Their job is to offer guidance to individuals and businesses in making investment choices. They examine and assess the financial performance of stock and other investment premises.
Saying/ Language: In saying terms, the major way ...
2014 Property & Casualty Insurance Industry Outlook: Innovation leading the wayDeloitte United States
On the surface the property and casualty sector appears to be doing quite well, but running an insurance carrier is rarely smooth sailing. The last few years have been particularly difficult for those occupying C-Suite positions, as more fundamental issues are threatening not only short-term results on their balance sheets, but challenging the long-term viability of their operating models as well.
For example, a growing number of insurers are facing significant organizational disruption. Many have made large-scale investments in technology, replacing core systems for claims, policy administration and finance. Their chief challenge now is how to effectively leverage the new systems they’ve put in place and maintain their momentum with additional innovations in personnel, products and culture.
Additionally, ongoing political gridlock in Washington could undermine an already unsteady economic recovery. Not to mention regulatory uncertainty that makes it difficult for carriers to plan ahead and determine operational priorities.
Innovation may ultimately be the key to keep insurers growing regardless of shifting economic and insurance market conditions, as they devise ways to thwart ongoing and emerging competitive threats as well as capitalize on new opportunities.
For more - visit http://www.deloitte.com/view/en_US/us/Industries/Insurance-Financial-Services/039bdd0819e23410VgnVCM3000003456f70aRCRD.htm
We’ve worked with Executives and IT leaders for over 30 years, and the single most common complaint we hear from them is their profound frustration with the lack of results and transparency from their never-ending IT investments.
To add further complexity, the demand for digital products and services has made it increasingly difficult for organizations to make ongoing investments and balance the need for innovation with optimization.
The latest data, combined from global enterprises, big consulting and research firms, makes the case that companies need to urgently act to address the digital disruption of their business and their related skills gaps. The data shows that 70% of digital business initiatives are likely to fail to deliver business growth, due to lack of business process and product innovation, as well as poor organizational adaptability.
Poor governance and legacy product management processes to align business and IT initiatives, coupled with insufficient leadership engagement across the organization, are the main reason most companies are wasting money on IT.
This thought paper speaks to these challenges and how optimizing both technology innovation and cross-organizational engagement will accelerate the positive business outcomes that organizations are looking to achieve especially in lieu of increasing digital disruption.
Authors - Alex Adamopoulos and Bob Kantor
Business analytics is the practice of exploring and analyzing an organization's data through statistical methods to gain insights that inform business decisions. It is used by data-driven companies to treat data as a valuable asset and leverage it for competitive advantage. Successful business analytics relies on data quality, skilled analysts, and organizational commitment to data-driven decision making. Examples of business analytics uses include exploring data to find patterns, explaining results, testing previous decisions, and forecasting future outcomes.
This document discusses how finance departments need to adapt to the digital age by developing new skills in their talent, data analysis abilities, and understanding of modern technologies. It provides examples of how some companies are successfully developing these skills. The key rules discussed are: 1) recruit and pay for different types of talent with skills in technology, analytics and finance; 2) groom existing talent within the company by expanding their skills; 3) ask the right questions of data to distill meaningful insights; and 4) share data insights across departments for it to have value for the whole company.
Financial Services Employer Branding Research - Blu IvyBluIvy
The latest employer brand research from thousands of survey respondents in the Financial Services sector. Conducted by the leading employer branding agency, Blu Ivy.
For my analysis I have chosen a small tortilla factory that is loc.docxlmelaine
For my analysis I have chosen a small tortilla factory that is located here in Miami and where I work for a few months. In the time I was there I learned about the production process and the resources that are used in the manufacture of this type of food. The company is called Easy Foods Inc (EFI). They invested in a state-of-the-art facility in South Florida and filled it with new and better production equipment (Easy Foods Inc, 2015).
To develop a cost analysis we need to understand the influence of factors such as technology, space, availability of raw materials, human resources and time. Costs that are directly related to the product and increase according to production volumes can be classified as direct costs. In EFI, variable costs constituted an important percentage of the cost structure. In this group we must obviously include the raw material. To make the tortilla, corn flour, wheat flour, water, flavorings, other additional foods and chemical preservatives were needed. In this case, the rules varied in relation to the size of each type of tortilla. Salary expense is a cost that is also variable because the production cycles are measured by volumes / hours. Each employee in the production line added a cost to the product as it went through the different processes, from the preparation of the mixture to the packaging department. Other variable costs that can be mentioned are the depreciation of the machinery. In this case, when equipment is depreciated by units produced, the cost of depreciation can be directly identified with a unit of product.
On the other hand, fixed costs do not increase or decrease necessarily with the volume of production. For example: the rent of the premises and the warehouses, the salary of the administrative personnel, the costs of financing, the insurances and other administrative expenses. These elements of expenses are more difficult to standardize because they are not determined by the total tons produced (Hasan, Halid, Ahmad, Hasdiana, & Ilato, 2018)
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Internal and External Environmental Analysis
Internal and External Environmental Analysis
Hoosier Media Inc. has noticed a decline in their newspaper circulation and subscriptions, which resulted in a significant drop in revenues over the last five years. While online ad revenues have increased, they only account for 5% of the company’s revenue. The Fletcher Firm has been hired to assess the current strategic operations to assist Hoosier Media Inc. increase their profits. The following analysis will discuss internal and external factors that will help improve Hoosier Media’s business operations.
Economic, Legal and Regulatory Forces and Trends
It is necessary to consider economic forces when determining reasons for declining revenue and strategizing effective business practices. Consumer behavior is one of the many economic forces that affect businesses today. Consumer spending sets the trends that will either help or hinder Hoosier Media Inc. wit ...
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10 social media tips for nonprofits to further engagementGrant Thornton LLP
This document provides 10 tips for nonprofits to engage donors and supporters through social media. It discusses using different platforms for different goals, such as Facebook for learning and Instagram for quick updates. It also recommends communicating the nonprofit's mission through stories and photos, interacting with followers, capitalizing on events and celebrities, and leveraging friends' networks for sharing. The tips are based on insights from Habitat for Humanity and a focus group of social media-savvy millennials.
The Future of Growth and Industries Webcast Series: Trends to watch for 2020Grant Thornton LLP
An analysis of future challenges across industry based on recent research. The presentation features technology disruption and internationalism as key themes.
ForwardThinking is a look ahead at the latest knowledge and insights available from Grant Thornton LLP. It includes a collection of our research, thought leadership and a schedule of upcoming webcasts and events.
ForwardThinking is a look ahead at the latest knowledge and insights available from Grant Thornton LLP. It includes a collection of our research, thought leadership and a schedule of upcoming webcasts and events.
DOL fiduciary rule: How it affects the insurance industry Grant Thornton LLP
We explore how the Department of Labor's final rule expanding the definition of fiduciary investment advice for advisers to retirement plans, participants and beneficiaries will affect the insurance industry.
Leaders everywhere face increasing risks for their organizations. But not all risks are created equal. And not all organizations have the same ability to measure, manage or mitigate these risks.
This document provides a summary of recent accounting and tax updates relevant to not-for-profit organizations, including updates from the FASB, GASB, and OMB. It covers new standards and guidance on consolidation, debt issuance costs, retirement benefits, cloud computing arrangements, fair value measurements, and the 2015 OMB Compliance Supplement. The briefing is intended to keep audit committee members informed of changes impacting not-for-profits.
3 hard facts shaping higher education thinking and behaviorGrant Thornton LLP
Expansion in tuition, enrollment, faculty, buildings, and everything else ― is fast becoming a thing of the past. Institutions will have to carefully pick initiatives, making clear choices about what to do and, most significantly, what not to do. Download 2016 State of higher education >> http://gt-us.co/1UbUF56
Imagine … internal auditors identifying risks + opportunities from data. Internal auditors can + need to grasp this opportunity to transform their role and industry. More >> grantthornton.com/data-analytics
An industrial approach to risk and control self-assessmentsGrant Thornton LLP
Derive more value from your risk and control self-assessment process, and integrate your organization’s overall operational risk management process to comply with Dodd Frank and other legislation. We specialize in working with clients to help identify, remediate and resolve assessment gaps so they efficiently meet or exceed regulatory requirements.
Taking the road to advanced approaches and heightened standards in risk manag...Grant Thornton LLP
Develop and execute a roadmap to meet rising regulatory and stakeholder expectations. Banks of all sizes are required to build sophisticated analytical risk management capabilities in compliance with Dodd-Frank and other legislation making a priority of optimizing the deployment of capital and infusing objectivity into its allocation.
Keys to extract value from the data analytics life cycleGrant Thornton LLP
Regulatory mandates driving transparency and financial objectives requiring accurate understanding of customer needs have heightened the importance of data analytics to unprecedented levels making it a critical element of doing business.
CCAR & DFAST: How to incorporate stress testing into banking operations + str...Grant Thornton LLP
Banks are integrating elements of regulatory stress testing into their everyday business processes and strategic planning exercises, and optimizing enterprise risk management in the process. Stress testing requires collaboration across bank functions and provides an opportunity to improve processes and identify synergies. As banks progress through multiple stress testing cycles, they are exploring ways to standardize data management, financial planning, and risk management to make these functions more efficient and aligned with stress testing and overall business needs.
The SEC & FINRA released their priorities for 2016 examinations. Asset management firms need to review + update their policies, procedures and business activities to reflect both sets of priorities so they can strengthen business practices and prepare for potential exams.
Navigating the world of forex trading can be challenging, especially for beginners. To help you make an informed decision, we have comprehensively compared the best forex brokers in India for 2024. This article, reviewed by Top Forex Brokers Review, will cover featured award winners, the best forex brokers, featured offers, the best copy trading platforms, the best forex brokers for beginners, the best MetaTrader brokers, and recently updated reviews. We will focus on FP Markets, Black Bull, EightCap, IC Markets, and Octa.
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Maintaining a proper record of your money is important for any business whether it is small or large. It helps you stay one step ahead in the financial race and be aware of your earnings and any tax obligations.
However, managing finances without an entire accounting staff can be challenging for small businesses.
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Explore the steadfast and reliable nature of the Taurus Zodiac Sign. Discover the personality traits, key dates, and horoscope insights that define the determined and practical Taurus, and learn how their grounded nature makes them the anchor of the zodiac.
The Most Inspiring Entrepreneurs to Follow in 2024.pdfthesiliconleaders
In a world where the potential of youth innovation remains vastly untouched, there emerges a guiding light in the form of Norm Goldstein, the Founder and CEO of EduNetwork Partners. His dedication to this cause has earned him recognition as a Congressional Leadership Award recipient.
[To download this presentation, visit:
https://www.oeconsulting.com.sg/training-presentations]
This presentation is a curated compilation of PowerPoint diagrams and templates designed to illustrate 20 different digital transformation frameworks and models. These frameworks are based on recent industry trends and best practices, ensuring that the content remains relevant and up-to-date.
Key highlights include Microsoft's Digital Transformation Framework, which focuses on driving innovation and efficiency, and McKinsey's Ten Guiding Principles, which provide strategic insights for successful digital transformation. Additionally, Forrester's framework emphasizes enhancing customer experiences and modernizing IT infrastructure, while IDC's MaturityScape helps assess and develop organizational digital maturity. MIT's framework explores cutting-edge strategies for achieving digital success.
These materials are perfect for enhancing your business or classroom presentations, offering visual aids to supplement your insights. Please note that while comprehensive, these slides are intended as supplementary resources and may not be complete for standalone instructional purposes.
Frameworks/Models included:
Microsoft’s Digital Transformation Framework
McKinsey’s Ten Guiding Principles of Digital Transformation
Forrester’s Digital Transformation Framework
IDC’s Digital Transformation MaturityScape
MIT’s Digital Transformation Framework
Gartner’s Digital Transformation Framework
Accenture’s Digital Strategy & Enterprise Frameworks
Deloitte’s Digital Industrial Transformation Framework
Capgemini’s Digital Transformation Framework
PwC’s Digital Transformation Framework
Cisco’s Digital Transformation Framework
Cognizant’s Digital Transformation Framework
DXC Technology’s Digital Transformation Framework
The BCG Strategy Palette
McKinsey’s Digital Transformation Framework
Digital Transformation Compass
Four Levels of Digital Maturity
Design Thinking Framework
Business Model Canvas
Customer Journey Map
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[To download this presentation, visit:
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This PowerPoint compilation offers a comprehensive overview of 20 leading innovation management frameworks and methodologies, selected for their broad applicability across various industries and organizational contexts. These frameworks are valuable resources for a wide range of users, including business professionals, educators, and consultants.
Each framework is presented with visually engaging diagrams and templates, ensuring the content is both informative and appealing. While this compilation is thorough, please note that the slides are intended as supplementary resources and may not be sufficient for standalone instructional purposes.
This compilation is ideal for anyone looking to enhance their understanding of innovation management and drive meaningful change within their organization. Whether you aim to improve product development processes, enhance customer experiences, or drive digital transformation, these frameworks offer valuable insights and tools to help you achieve your goals.
INCLUDED FRAMEWORKS/MODELS:
1. Stanford’s Design Thinking
2. IDEO’s Human-Centered Design
3. Strategyzer’s Business Model Innovation
4. Lean Startup Methodology
5. Agile Innovation Framework
6. Doblin’s Ten Types of Innovation
7. McKinsey’s Three Horizons of Growth
8. Customer Journey Map
9. Christensen’s Disruptive Innovation Theory
10. Blue Ocean Strategy
11. Strategyn’s Jobs-To-Be-Done (JTBD) Framework with Job Map
12. Design Sprint Framework
13. The Double Diamond
14. Lean Six Sigma DMAIC
15. TRIZ Problem-Solving Framework
16. Edward de Bono’s Six Thinking Hats
17. Stage-Gate Model
18. Toyota’s Six Steps of Kaizen
19. Microsoft’s Digital Transformation Framework
20. Design for Six Sigma (DFSS)
To download this presentation, visit:
https://www.oeconsulting.com.sg/training-presentations
2. About ForwardThinking
Today’s global business environment is marked by mounting regulatory
requirements, profound technology changes, and a complex and competitive
marketplace. We seek to bring high-quality service to our clients and relevant
insights on the issues affecting their businesses.
ForwardThinking is a look ahead at the latest knowledge and insights available from
Grant Thornton LLP for our clients. It includes a collection of our research, thought
leadership and a schedule of upcoming webcasts and events.
The distinctive perspectives and featured events in ForwardThinking aim to
help our clients navigate the opportunities, risks and challenges affecting their
businesses.
4. Culture and talent
Transforming an organization’s culture at strategic moments,
whether during an integration or implementation of a new
long-term strategy or to simply stay competitive, can challenge
even the most progressive organizations. Sustaining a strong
culture requires work from everyone, but especially from senior
leadership. By modeling and reinforcing the best possible
behavior, employees will be better prepared to navigate
uncertainty and support their organization’s mission.
Thought leadership
Manufacturing CFOs' Newest Commodity Concern:
Human Capital
In addition to managing financial capital for the enterprise, CFOs
often worry about another important commodity: human capital.
That is, how do you attract and retain talented accountants,
analysts, controllers and other finance specialists? This was the
focus of discussion at a recent Manufacturing CFO Peer Exchange
sponsored by Grant Thornton. CFOs gathered to discuss
challenges and share successful strategies in their quest to identify,
hire and retain finance talent. Learn about these topics discussed.
Middle Market and Innovation
Grant Thornton’s Jim Brady, chief operating officer, shares
thoughts on skilled labor and innovation in the middle market,
an important focus area for businesses and global cities.
The Middle Market Accelerates Growth Through Innovation
Grant Thornton's Nichole Jordan, national managing partner
for markets, clients and industry, provides thoughts on how
growth in the middle market is achieved through focusing on the
customer, acquiring new technology and hiring new talent.
Champion Innovative Thinking for Patient, Provider and
Manufacturer Value
In today’s environment, the value of transformation is in services
and engagement. Achieving this transformation is through
innovative approaches to working with others across the
organization, collaborating with health care professionals and
leveraging use of technology. Read about the two critical areas
for focus which are culture and processes and technology
Tax newsletter subscription
Human Capital Bulletin Newsletter
Subscribe to our monthly e-newsletter addressing recent legislative,
regulatory and statutory compensation and benefits issues and
other human capital matters.
Integrated Performance Management
The mission of government agencies is complex and
challenging, and performance management ensures that
agencies continue to succeed in meeting mission goals. An
integrated approach based on agile management principles
provides a great opportunity for the new administration to
better integrate policies and their implementation. Learn more
about the integrated performance management approach.
Workforce Strategy: Maximizing Talent to Grow Your
Business
October 24, 2017
High growth, middle market businesses account for a third of all
private sector jobs and 60% of all jobs created. As such, talent
management is a critical driver of strategy for these organizations.
This webcast will identify the market forces impacting supply
and demand of labor, a review of higher education initiatives
to prepare the next generation of talent, and creative tactics
companies can take to attract and retain talent to growth oriented
businesses.
Payroll: Avoiding Pitfalls and Implementing Best Practices
for Year-End Tasks
November 8, 2017
With the end of 2017 on the horizon, there is no better time than
now to begin considering your company’s year-end payroll
reporting processes and procedures. Join our year-end payroll
preparation webcast as we discuss common pitfalls, best
practices that can help teams improve compliance, navigate the
year-end process more efficiently and get a clean start in the 2018.
Webcasts
5. To receive ongoing insights
To receive ongoing insights from our team:
Download ForwardThinking, our bi-monthly guide to help you address today's pressing
business issues and tackle tomorrow's challenges
Subscribe to receive regular and timely insights from Grant Thornton direct to your inbox
Register for upcoming webcasts and events or view on-demand episodes
Browse our library for relevant insights
6. Growth and value creation
Ninety percent of companies grow for one year, but only 8%
can do it five years in a row. Why? Because sustained growth
means new markets, new processes, new regulatory issues, and
new ways of operating, all of which may introduce risk and
delay success. For dynamic organizations to fully achieve their
objectives, financial measures and process efficiencies, new
ways of working and stakeholder relationships must grow.
Thought leadership
Design for Revenue Recognition Success, Not Just Compliance
Time is running out for public companies to transition to the new
revenue recognition standard. In our recent article, Grant Thornton
LLP has identified the remaining operating model changes and has
designed a platform to help companies come up with a design for
revenue recognition success — not just compliance.
Middle Market Confidence Is Not Translating to High
Investment in Innovation
The first quarter of 2017 saw the highest confidence levels in the
local, U.S. and global economy since the National Center for the
Middle Market (NCMM) barometer report began five years ago.
This quarter, confidence remains high in the local, global and
U.S. economies, even as survey results dipped slightly. Despite
their investments, high growth businesses rate themselves only
moderately well at innovation. Read to learn more.
Mitigating Corruption Risk When Acquiring Companies in
High-Risk Jurisdictions
While the mergers and acquisitions market faces regulatory
uncertainty throughout 2017 as deal-makers await the fallout
from global elections, it is clear one goal will remain unchanged:
private equity groups and corporations will continue to look for
growth in new and emerging markets. As a result, bribery and
corruption regulatory risks will remain top of mind. Learn about
the challenges companies face and the risk-based diligence
solutions that will be implemented.
Banking’s Top Value Creator in 2020? Technological
Customer Service
U.S. banking leaders say their focus on customer service and
relationships will double by 2020, becoming their No. 1 value-creation
priority. This and other key industry findings were uncovered in a
recent Grant Thornton survey and discussed in the webcast, The
Future of Growth and the Banking Industry. Read to learn more.
Retail Reinvention: Don’t Ignore the Store
With all the attention given to e-commerce, mobile shopping and all
things digital, it’s easy to forget that 90% of all retail transactions
still occur in stores. Even though retailers are evolving to keep pace
with the overall dynamics of the industry, a focus on the store
should continue. Read on to find out why.
The Road to Healthcare Reform: a Bipartisan Outlook
Where is healthcare in America headed? What will changes
mean for today’s businesses? Senators Cassidy and Carper, both
members of the Senate Finance Committee, offer compelling insights
from a recent event focusing on the state of healthcare reform.
The Strategic Financial Executive: Managing Risk in a
Disruptive World
A new report issued by Financial Executives Research Foundation
(FERF), in partnership with Grant Thornton LLP, highlights the
growing role of the financial executive or CFO in managing an
enterprise’s risk and creating corporate value.
Five Things That Smart Businesses Are Doing to Prepare
for Tax Reform
Republican control of the White House and Congress has created
a historic opportunity for tax reform. Republican lawmakers are
proposing structural changes to the tax code that would have
a dramatic impact on all companies. Read about five things the
smartest businesses are doing right now to prepare for tax reform.
7. Challenges for Global Cities
Grant Thornton's Phillip Woolley, UK partner, recently
participated in the Chicago Forum on Global Cities, an annual
conference bringing together global leaders in business,
education, civics, and the arts for an integrated, cross-sector
dialogue on the power and limitations of global cities to shape
the world’s future. In this video, Woolley discusses challenges to
global cities, and what big data models and analytics platforms
cities can use to understand and frame investment priorities.
Middle Market and Innovation
Grant Thornton’s Jim Brady, chief operating officer, shares
thoughts on skilled labor and innovation in the middle market,
an important focus area for businesses and global cities.
Data Analytics in Global Cities
Grant Thornton’s Scott King, national managing partner
for public sector, discusses how forward-thinking cities are
harnessing smart data to be leaders and stay competitive in
attracting smart growth.
The Middle Market Accelerates Growth Through Innovation
Grant Thornton's Nichole Jordan, national managing partner
for markets, clients and industry, provides thoughts on how
growth in the middle market is achieved through focusing on the
customer, acquiring new technology and hiring new talent.
Chicago Forum on Global Cities 2017
At the Chicago Forum on Global Cities, held in June 2017, global
leaders in business, education, civics, and the arts gathered
for an integrated, cross-sector dialogue on the power and
limitations of global cities to shape the world’s future. In this
video, Grant Thornton leaders discuss how cities and business
can work together for mutual benefit.
National Center for the Middle Market (NCMM): Q3 Middle
Market Indicator
October 2017
This quarterly report and content series will gauge the sentiment
of middle market organizations.
Realizing Deal Value: Achieving and Surpassing
the Purple Curve
October 2017
Two-thirds of mergers and acquisition transactions fail to create
shareholder value. We discuss how to beat the odds and unlock
the true potential of a transaction by focusing on the "purple
curve" to accelerate value and performance.
Business Development Companies: Understanding Tax-
Related Opportunities and Challenges
October 2017
The federal government created the business development
company (BDC) in the 1980s as a venture-like investment vehicle to
fuel job growth. Given requirements and regulations surrounding
BDCs, their relative scarcity is not surprising, though they maintain
many advantages. This article will discuss tax law surrounding BDCs
and how careful planning can lead to success.
2018 CFO Survey
October 2017
Our annual survey kicks off this fall in partnership with CFO
Magazine. Our survey will provide insight into how CFOs are
navigating their complex roles and prioritizing issues related to
investments, risk, technology and strategy.
National Center for the Middle Market (NCMM): Digitization
of the Customer Experience Flagship
November 2017
Our article will review research that explores trends and how
technology is helping high growth, middle market companies
improve their customers’ experience.
8. Business Entity Selection: Choices, Choices, Choices—
Which Type Is Best for My Company?
October 4, 2017
Choosing the appropriate type of entity in a business venture is
critical to fulfilling growth and tax objectives. In this webcast, we
will explain the general tax advantages and disadvantages of the
various types of entities typically used in business arrangements,
and hone in on the specific tax considerations of entity selection
for different types of investors, such as those for private equity,
family enterprises, and real estate ventures.
Workforce Strategy: Maximizing Talent to Grow Your
Business
October 24, 2017
High growth, middle market businesses account for a third of all
private sector jobs and 60% of all jobs created. As such, talent
management is a critical driver of strategy for these organizations.
This webcast will identify the market forces impacting supply
and demand of labor, a review of higher education initiatives
to prepare the next generation of talent, and creative tactics
companies can take to attract and retain talent to growth oriented
businesses.
Energy Trends in 2018
November 7, 2017
What should energy industry executives be considering as
they plan for 2018? This webcast will examine a few key areas
that should be considered from a finance and accounting
perspective.
Current Developments in M&A Tax – Direct and Indirect Tax
Risks, Opportunities and Planning Strategies
November 30, 2017
Our webcast will discuss the current developments in M&A,
help plan for liquidity events and identify common strategies to
remediate exposures and monetize opportunities uncovered in
tax due diligence.
Webcasts
Managed Funds Association (MFA) Outlook Conference
November 28-29, 2017
New York City, NY
Grant Thornton is a sponsor of the MFA Outlook conference,
which inspires a forward-looking dialogue on the critical issues
impacting global investors and fiduciaries. The Outlook conference
program focuses on the global markets, public policy, the needs
of institutional investors, and the key trends that foster change
for alternative investments. Join your peers from the hedge fund
industry to engage in forward looking dialogue and market trends.
Sponsorships and events
9. To receive ongoing insights
To receive ongoing insights from our team:
Download ForwardThinking, our bi-monthly guide to help you address today's pressing
business issues and tackle tomorrow's challenges
Subscribe to receive regular and timely insights from Grant Thornton direct to your inbox
Register for upcoming webcasts and events or view on-demand episodes
Browse our library for relevant insights
10. Leveraging technology
Today’s organizations are working differently — they are
facing global competition, changing customer and employee
expectations, evolving regulation and more. The strategic
application and use of technology can often help companies
drive innovation and competitive advantage. Today’s
technologies, including cloud, social media and the internet
of things, can accelerate business performance and help
companies gain visibility into their operations and derive
actionable insights to efficiently achieve their objectives.
Thought leadership
Champion Innovative Thinking for Patient, Provider and
Manufacturer Value
In today’s environment, the value of transformation is in services
and engagement. Achieving this transformation is through
innovative approaches to working with others across the
organization, collaborating with health care professionals and
leveraging use of technology. Read about the two critical areas
for focus which are culture and processes and technology.
Chicago Forum on Global Cities 2017
At the Chicago Forum on Global Cities, held in June 2017, global
leaders in business, education, civics, and the arts gathered
for an integrated, cross-sector dialogue on the power and
limitations of global cities to shape the world’s future. In this
video, Grant Thornton leaders discuss how cities and business
can work together for mutual benefit.
Data Analytics in Global Cities
Grant Thornton’s Scott King, national managing partner
for public sector, discusses how forward-thinking cities are
harnessing smart data to be leaders and stay competitive in
attracting smart growth.
Lease Accounting: 4 Tips on When to Purchase Software
October 2017
A wave of new software solutions promise to help you implement
the ASC 842 standard for leases – but are they really up to the
task? Read why waiting on software is the smart strategy for
lease accounting.
Retail Reinvention: Don’t Ignore the Store
With all the attention given to e-commerce, mobile shopping
and all things digital, it’s easy to forget that 90% of all retail
transactions still occur in stores. Even though retailers are
evolving to keep pace with the overall dynamics of the industry,
a focus on the store should continue. Read on to find out why.
Banking’s Top Value Creator in 2020? Technological
Customer Service
U.S. banking leaders say their focus on customer service and
relationships will double by 2020, becoming their No. 1 value-
creation priority. This and other key industry findings were
uncovered in a recent Grant Thornton survey and discussed in
the webcast, The Future of Growth and the Banking Industry.
Read to learn more.
11. The European Union (EU) Raises the Bar on Data Privacy:
AIM for an Integrated Response
The EU’s General Data Protection Regulation (GDPR) goes into
effect on May 25, 2018, with potentially far-reaching effects.
The regulation can be either a problem or an opportunity for
the many affected companies who may be unprepared. Read
our report to learn how your business can get prepared by
developing an integrated response.
The Middle Market Accelerates Growth Through Innovation
Grant Thornton's Nichole Jordan, national managing partner
for markets, clients and industry, provides thoughts on how
growth in the middle market is achieved through focusing on the
customer, acquiring new technology and hiring new talent.
2018 CFO Survey
October 2017
Our annual survey kicks off this fall in partnership with CFO
Magazine. Our survey will provide insight into how CFOs are
navigating their complex roles and prioritizing issues related to
investments, risk, technology and strategy.
National Center for the Middle Market (NCMM): Digitization
of the Customer Experience Flagship
November 2017
Our article will review research that explores trends and how
technology is helping high growth, middle market companies
improve their customers’ experience.
12. To receive ongoing insights
To receive ongoing insights from our team:
Download ForwardThinking, our bi-monthly guide to help you address today's pressing
business issues and tackle tomorrow's challenges
Subscribe to receive regular and timely insights from Grant Thornton direct to your inbox
Register for upcoming webcasts and events or view on-demand episodes
Browse our library for relevant insights
13. Risk management
In today’s ever-changing business environment of market
complexity, globalization and increasing investor expectations,
managing risk while protecting value is more important than
ever. Companies understand the need to be more proactive
in managing their risk to mitigate losses, reduce the risk of
reputational damage and more. Leading organizations will find
ways to harness risk to help grow their business and achieve
exceptional performance.
Thought leadership
The Strategic Financial Executive: Managing Risk in a
Disruptive World
A new report issued by Financial Executives Research
Foundation (FERF), in partnership with Grant Thornton LLP,
highlights the growing role of the financial executive or CFO in
managing an enterprise’s risk and creating corporate value.
The European Union (EU) Raises the Bar on Data Privacy:
AIM for an Integrated Response
The EU’s General Data Protection Regulation (GDPR) goes into
effect on May 25, 2018, with potentially far-reaching effects.
The regulation can be either a problem or an opportunity for
the many affected companies who may be unprepared. Read
our report to learn how your business can get prepared by
developing an integrated response.
Anti-Money Laundering and Financial Crime Compliance
Anti-money laundering (AML) is a critical responsibility of
the modern financial enterprise, affecting the stability of the
financial system and is essential to safeguarding national and
global interests. Read about why AML efforts fall short and
learn about solutions for making them more effective.
How Prepared Are You for a Cyberattack?
Identify Vulnerabilities
How prepared are you for a cyberattack? Learn how to pinpoint
your organization's vulnerabilities and implement this 6-step
cybersecurity plan to prepare for cyberattacks.
Mitigating Corruption Risk When Acquiring Companies in
High-Risk Jurisdictions
While the mergers and acquisitions market faces regulatory
uncertainty throughout 2017 as deal-makers await the fallout
from global elections, it is clear one goal will remain unchanged:
private equity groups and corporations will continue to look for
growth in new and emerging markets. As a result, bribery and
corruption regulatory risks will remain top of mind. Learn about
the challenges companies face and the risk-based diligence
solutions that will be implemented.
Public-Private Partnerships
Watch this video as Grant Thornton discusses the importance
of public-private partnerships, especially as infrastructure in
the United States is in need of updates and modernization.
Tax Optimization Strategies for Private Equity
October 2017
This article will review how an enterprise risk strategy can help
private equities to avoid issues at the portfolio level and how an
effective tax optimization strategy can help mitigate risk and
potentially manage costs.
2018 CFO Survey
October 2017
Our annual survey kicks off this fall in partnership with CFO
Magazine. Our survey will provide insight into how CFOs are
navigating their complex roles and prioritizing issues related to
investments, risk, technology and strategy.
The Risk Management Function of the Future: How
Regulatory Mandates and Expectations Are Shaping Risk
Management at U.S. Banks
October 2017
What does the future hold for risk management? Only time will
tell, but this report sheds light on how banks have responded to
post-financial crisis regulatory mandates. It also explores whether
certain risk management practices, which may have initially
been primarily compliance-driven, may evolve into sustainable
business-as-usual practices that drive the risk management
function of the future.
14. Webcasts
Engaging With Volunteers: Risks Accompanying Benefits
October 25, 2017
With many not-for-profits being asked to do more with less,
reliance on volunteers has become a strategic priority of executive
leadership teams and boards. Volunteers can regularly provide
skills lacking in organization staff or, as needed, supplement
efforts for events and peak activity. While appreciated and
mission critical, volunteers introduce risks. This webcast will
explore the challenges and opportunities that must be considered
and managed when using volunteers. This webcast is presented
exclusively for Grant Thornton clients.
Tax Optimization Strategies for Private Equity
October 31, 2017
Join our webcast, which will provide an overview of tax
optimization across a private equity portfolio, while highlighting
associated opportunities and potential risks.
Thriving in an Uncertain World: Managing Regulatory and
Cybersecurity Risks
October 31, 2017
Join our webcast to learn what preventative steps an
organization can take, plus exclusive insights on General
Counsel's 2017 Survey findings.
Energy Trends in 2018
November 7, 2017
What should energy industry executives be considering as
they plan for 2018? This webcast will examine a few key areas
that should be considered from a finance and accounting
perspective.
RSA Charge
October 17-19, 2017
Dallas, TX
RSA Charge 2017, the premier event on Business-Driven Security™,
unites inspirational speakers, industry insiders, and the RSA
security community representing a broad range of industries and
geographies. This event gives you the ultimate opportunity to
network with RSA customers, partners and industry experts while
discovering how to implement a Business-Driven Security strategy
in an increasingly uncertain, high-risk world.
FEI (Financial Executives International) Current Financial
Reporting Issues Conference
November 13-14, 2017
New York City, NY
The event will shed light on the impact disruptive forces can have on
companies and how finance organizations can respond effectively.
Sponsorships and events
15. To receive ongoing insights
To receive ongoing insights from our team:
Download ForwardThinking, our bi-monthly guide to help you address today's pressing
business issues and tackle tomorrow's challenges
Subscribe to receive regular and timely insights from Grant Thornton direct to your inbox
Register for upcoming webcasts and events or view on-demand episodes
Browse our library for relevant insights
16. Washington impact
Only time will tell what the Trump administration really means
for business. Many companies are patiently waiting to see
how his policies will affect their industry — from trade to tax
reform, health care and more. Although there’s uncertainty
surrounding the administration’s policy agenda, business leaders
are anticipating his policies with both curiosity and cautious
optimism. Learn how to get prepared.
Thought leadership
Technology Industry CFOs' Perspectives on Trump
Administration Business Policies
Grant Thornton’s 2017 CFO Survey looked at how more than 400
senior financial executives see the current state and the future of
their business. Learn why technology CFOs remain optimistic about
the outcomes of both legislative and executive branch decisions.
Ramping Up Tax Reform: the Time to Get Prepared Is Now
General agreement is that tax reform has an excellent chance
of being enacted in some form in the next six months. Even if the
final outcome isn’t completely clear, it’s time to start planning.
Learn more about what the proposals mean, and what you
should be doing now to prepare.
Five Things That Smart Businesses Are Doing to Prepare
for Tax Reform
Republican control of the White House and Congress has
created a historic opportunity for tax reform. Republican
lawmakers are proposing structural changes to the tax code that
would have a dramatic impact on all companies. Read about five
things the smartest businesses are doing right now to prepare for
tax reform.
Future Ready Business:
Washington Impact subscription
Grant Thornton and Bloomberg BNA provide a yearlong program
series to help businesses understand and prepare for sweeping tax-
and regulatory-policy changes.
A Tax Conundrum: How Tax Reform Could Hurt Main Street
Businesses
Today, nearly 90 percent of U.S. businesses are pass-through
entities that pay taxes through the individual returns of their
owners. So why are they taxed at a higher rate than other
businesses? This white paper will address some of the core
challenges related to pass-through tax reform.
Republicans Jockey for Tax Reform Preferences as
Committees Write Bill
Top Republicans continue to stake out public positions on key
elements of tax reform in an effort to shape the bills that tax
writers are crafting over the August recess. Congressional and
White House leadership recently agreed on a set of broad
principles for tax reform that gives the tax-writing committees the
green light to introduce legislation in September. Read how the
lack of agreement on details has left Republicans still striving to
influence the outcome, with the biggest area of contention being
the size of a corporate rate cut.
The Road to Healthcare Reform: a Bipartisan Outlook
Where is healthcare in America headed? What will changes
mean for today’s businesses? Senators Cassidy and Carper,
both members of the Senate Finance Committee, offer
compelling insights from a recent event focusing on the state of
healthcare reform.
17. Time Is Now for Manufacturers to Plan for Tax Reform
Grant Thornton tax specialists offer advice on what businesses
can do now to best position themselves for anticipated changes
to the tax code. Companies can’t afford to sit back and wait for
the legislative process because many planning opportunities
must be implemented or planned before tax reform becomes
effective. Learn more about how to prepare.
Senate Democrats Push for Revenue Neutral Tax Reform
Outside Reconciliation
Senate Democrats released a public letter last week offering to
work with Republicans on tax reform as long as the bill is revenue
neutral and does not use the reconciliation process or provide
a tax cut for the top 1% of taxpayers. Learn about the status of
revenue neutral tax reform outside of the reconciliation process.
Kautter Joins Treasury Just in Time to Grapple With Tax
Reform and Regulation Reviews
The Senate has unanimously confirmed David J. Kautter as the
new Treasury assistant secretary for tax policy. His confirmation
comes at a critical time for the Treasury Department, which is
leading the administration’s tax reform efforts and responsible
for delivering recommendations on controversial regulations next
month. Read about how some taxpayers are hoping Kautter’s
confirmation will also resuscitate other guidance projects that
were on hold and could not be completed without a Senate-
confirmed leader of the tax policy function at Treasury.
Integrated Performance Management
The mission of government agencies is complex and challenging,
and performance management ensures that agencies continue
to succeed in meeting mission goals. An integrated approach
based on agile management principles provides a great
opportunity for the new administration to better integrate
policies and their implementation. Learn more about the
integrated performance management approach.
18. To receive ongoing insights
To receive ongoing insights from our team:
Download ForwardThinking, our bi-monthly guide to help you address today's pressing
business issues and tackle tomorrow's challenges
Subscribe to receive regular and timely insights from Grant Thornton direct to your inbox
Register for upcoming webcasts and events or view on-demand episodes
Browse our library for relevant insights
19. Webcast CPE information
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Important notes
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• We are unable to grant CPE credit in cases where technical difficulties preclude eligibility. CPE program sponsorship guidelines prohibit us from issuing
credit to those not verified by the technology to have satisfied the minimum requirements listed above. For best viewing results, Grant Thornton LLP
recommends you connect to the webcast using a hard line (no Wi-Fi, smartphones, cell phones, etc.).
Prerequisite education/experience and advance preparation
Prerequisite education/experience is not required if the program level is basic or overview. For intermediate, advanced and update program knowledge
levels, prerequisites are required as these programs inherently build upon previous education or experience.
Complaint resolution information
To register complaints about course content or delivery method and to inquire about the timeliness and accuracy of CPE credit posting for this event,
contact our support team at cpeevents@us.gt.com.
CPE sponsor statement
Grant Thornton LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education
on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.
Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
NASBA National Registry of CPE Sponsors – Sponsor Number 108891 New Jersey Sponsor Number 20CE00043700
New York Sponsor Number 001817 Texas Sponsor Number 000259
In accordance with the standards of the National Registry of CPE Sponsors, CPE credits are granted based on a 50-minute hour.
In order to meet state boards of accountancy CPE sponsorship requirements, CPE credits are granted based on a response rate of 75% or greater.
Refund policy
There is no cost for Grant Thornton Thinking webcasts, nor is there a cancellation penalty.
Contact us
For any questions on continuing professional education, email cpeevents@us.gt.com or call +1 630 396 5831.
Length of webcast (minutes) Viewing time (minutes) Monitoring response required Credits received
60 minimum 50 75% or greater 1
90 minimum 75 75% or greater 1.5
120 minimum 100 75% or greater 2