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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.
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It is advice that technology vendors today should take to heart.
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Running head FINANCIAL ANALYSTS AS A DISCOURSE COMMUNITY .docxjeanettehully
Running head: FINANCIAL ANALYSTS AS A DISCOURSE COMMUNITY
1
FINANCIAL ANALYSTS AS A DISCOURSE COMMUNITY
8
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.
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Financial Services Employer Branding Research - Blu IvyBluIvy
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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)
8
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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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
To be eligible for continuing professional education (CPE) credits for webcasts, you must:
• View the original live webcast. CPE credit is not available for viewing archived programs.
• Upon conclusion of the program, complete the final survey and your certificate will be available to print. Pop-up blockers must be off before the start
of the webcast in order for the survey and certificate to appear.
• Eligibility requirements for all webcasts are as follows:
Note: You must meet both the viewing time and monitoring response requirements in order to receive CPE credit.
Important notes
• Participants will have the opportunity to download their CPE certificate immediately following the webcast. You will receive a follow-up email one hour
after the webcast, which will provide a link to log in and print a certificate if you met the minimum CPE requirements.
• CPE credit for Grant Thornton professionals will be reflected in your learning reports, usually within 30 days.
• 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