2019 Higher Education Survey Results Webinar

This newly revised survey, now in its 3rd year, is specifically oriented towards treasury and finance practitioners operating within the realm of Higher Education. The aim of this research is to identify the specific drivers, challenges, and other factors impacting both private and public universities heading into 2019.

2018 Compliance Survey Results Webinar

2018 Compliance Survey Results Webinar

This webinar will cover some of the more salient data points obtained through the survey, including which areas of regulation treasury struggles with the most and the specific aspects of the environment that practitioners are most concerned about. Areas of analysis will include sanctions screening and KYC requirements, FBAR, the use and traction of eBAM solutions, and the current strategies, practices, and plans that practitioners are leveraging to manage their compliance-related operations now and into the future.

A Deeper Dive into Tax Credits: Evaluating Use Cases for Tax Equity Investments

A Deeper Dive into Tax Credits: Evaluating Use Cases for Tax Equity Investments

This webinar will examine the scenarios in which organizations can leverage tax equity investments to reduce their tax liability, generate multi-year returns on capital, and create impactful PR opportunities while benefitting and supporting their communities in the process. The event will be co-presented with Monarch Private Capital. 1.2 CTP and FP&A re-certification credits will be given for attendance.