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Dbriefs Webcast

Financial Services

Forecast your future

Financial Services

Upcoming webcasts

Location, location, location: Insights on choosing a winning site

Why do leading businesses choose specific locations, and how do developers and operators team with local and state governments to present their case for those locations? The importance of developing strategies based on site-selection trends and key decision factors cannot be overstated. Participants will learn about what leading businesses consider when choosing to locate or relocate their operations.

Real Estate & Construction
October 3
2 p.m. ET | 18:00 GMT
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Consolidated Audit Trail: Impacts, opportunities, and readiness approach

The Consolidated Audit Trail (CAT) represents a shift in how regulators will oversee the securities markets and trading activities. It will also greatly expand the scope of transaction reporting required by US broker-dealers. How can timely planning help broker-dealers seize broader strategic opportunities presented by CAT? Participants will learn about potential impacts, opportunities, and considerations for creating, implementing, and maintaining a CAT program.

Banking & Securities
October 10
2 p.m. ET | 18:00 GMT
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Financial services of the future: Technology, talent, transformation

Financial services leaders globally are adapting to a range of disruptive changes. How fast is that change taking place, and how are leaders planning to steer their firms through it? Participants will learn results of a recent Deloitte global survey and how technology, talent, and transformation will create the financial services firm of the future.

Financial Services
October 17
11 a.m. ET | 15:00 GMT
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State tax credits and indirect tax benefits: What, when, how?

Banking and securities businesses often engage in transactions and activities that can create state tax credit and indirect tax benefits. What opportunities should your company explore? Participants will learn about various opportunities that may be available to banking and securities firms for undertaking certain transactions and business activities.

Banking & Securities
October 31
2 p.m. ET | 18:00 GMT
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Investment valuation and governance: Industry trends and benchmarking

The valuation of investments continues to be a focal point for fund managers, fund directors, and regulators alike. What procedures should be in place for proper oversight of the valuation process? Participants will discover results of Deloitte’s 15th Annual Fair Valuation Pricing Survey and learn how their valuation processes compare with other firms'.

Investment Management
November 7
2 p.m. ET | 19:00 GMT
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Emerging technologies: The future of real estate and construction?

Technologies that seemed fantastic and unrealistic just a few years ago are quickly becoming a part of daily life. How can real estate and construction (RE&C) companies infuse this technology in the business to help clients without being disruptive to operations? Participants will explore exciting possibilities being created by innovative new technologies.

Real Estate & Construction
November 16
2 p.m. ET | 19:00 GMT
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Investment management tax and accounting update: Looking ahead to 2018

As 2017 comes to a close, investment managers should prepare for emerging issues impacting the industry. What are important areas to be considered? Participants will learn about the latest tax and accounting developments and their impact on the investment management industry and your organization.

Investment Management
November 28
2 p.m. ET | 19:00 GMT
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