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Aerospace & Defense |  Automotive |  Banking & Securities |  Consumer Business | Consumer Products & Retail |  Federal & State Government |  Health Care Providers, Plans & Life Sciences |   Insurance |  Life Sciences |  Oil & Gas |  Power & Utilities |  Private Equity, Hedge Funds & Mutual Funds |  Process & Industrial Products |  Technology, Media & Telecom  
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Aerospace & Defense

 
Pursuing World-Class Finance Performance: Issues and Opportunities
 
July 17, 1:00 PM EDT (17:00 GMT)

Host: Brian Kanter, Principal - Deloitte Consulting LLP
1 CPE Credit: Finance

Finance leaders in aerospace and defense (A&D) companies face increasing business complexity and transaction activity. How are industry leaders improving performance efficiency, reducing grind and churn, and delivering better information for management decision making? We'll discuss:
  • Seizing opportunities for short-term performance improvements while staying focused on long-term objectives establishing a baseline for measuring performance gaps and progress.
  • Techniques for linking strategy to flawless execution through alignment of finance personnel, processes, and systems.
  • Addressing change management challenges to facilitate transformation.
Learn how your A&D finance team can define a practical transformation vision based on industry-leading practices, allowing you to plan and manage your investment in the initiative.

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Automotive

 
Globalization and the Automotive Life Cycle: Managing Risk Across Your Extended Enterprise
 
August 14, 1:00 PM EDT (17:00 GMT)

Host: Michelle Collins, Partner - Deloitte & Touche LLP
1 CPE Credit: Management Advisory Services

To remain competitive in the past decade, automakers and suppliers have increasingly globalized their approaches to sourcing, R&D, license and royalty management, and selling and servicing. But are all extended business relationship risks being considered at a time when one surprise can damage a brand and company? We'll discuss:
  • Leading practices for structuring contracts and processes to potentially improve value.
  • Identifying areas of risk and potential financial recovery in contracts.
  • Managing expectations of business partners and identifying risks of non-performance.
Take a risk intelligent approach to managing the full design-through­warranty life cycle across your global enterprise.

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Banking & Securities

 
Bank Operational Efficiency: The Silent Catalyst for Stock Price Growth?
 
July 08, 2:00 PM EDT (18:00 GMT)

Host: Don Ogilvie, Independent Chairman - Deloitte LLP
1 CPE Credit: Management Advisory Services

Sustained improvements in efficiency are vital for stock price growth. Why have efficiency ratios of many banks improved while others still adopt a short-term approach, rarely achieving the gains they are seeking? We'll discuss:
  • How improving efficiency through revenue increases and cost reductions can influence stock performance and return for shareholders in the long term.
  • Achieving efficiency improvements in mature and emerging markets.
  • Implications for bank business models in light of the current credit crisis.
Learn the results of efficiency analysis from top banks and how efficiency is the silent catalyst that is reshaping the banking industry.

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Safeguarding Investment Assets: SIPC Protection and the SEC's Customer Protection Rule
 
July 10, 2:00 PM EDT (18:00 GMT)

Host: Michael Jamroz, Partner - Deloitte & Touche LLP
1 CPE Credit: Business Law

Because of highly publicized losses at investment banks, investors have become increasingly concerned about the safety of investments held by those institutions. Despite much recent press and discussion, available protections for investor assets provided by the SIPC and the SEC are not well understood. We’ll discuss:The Securities Investor Protection Act and its implications for securities firms and brokers.
  • The significance of the SEC's “Customer Protection Rule.”
  • How your customers and their assets are protected.
Learn more about how to manage your clients' concerns about asset safety and protection.

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Tax Information Reporting: IRC Section 1441 Payments and Related IRS Initiatives
 
August 05, 2:00 PM EDT (18:00 GMT)

Host: Glenn Geffner, Partner - Deloitte Tax LLP
1 CPE Credit: Taxes

The IRS recently announced that it will aggressively audit compliance relating to income tax withholding for non-resident aliens. Because the process of documenting NRAs typically is manual and generally decentralized, compliance has historically been sporadic. Have you quantified your exposure? We'll discuss:
  • Recent IRS activities and audit approach.
  • How to identify potential exposure and use leading practices to address existing area of non-compliance.
  • Leveraging technology to improve compliance speed and accuracy.
Learn more about current IRS activities, how to identify and remediate your current compliance issues, and ways to improve your existing NRA income tax withholding processes.

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Consumer Business

 
International Financial Reporting Standards: Opportunities and Challenges Facing Consumer Businesses
 
July 24, 11:00 AM EDT (15:00 GMT)

Host: Stacy Janiak, Partner - Deloitte LLP
1 CPE Credit: Management Advisory Services

By 2010 or 2011, it is expected that U.S. companies will have the option of using IFRS for their financial reporting. What can leading consumer business and retail companies do to position themselves for such a transition? We'll discuss:
  • Regulatory updates, including recent SEC activity.
  • Benefits, challenges, and the broader implications of IFRS.
  • Approaches and strategies for adopting IFRS.
Learn more about how consumer businesses can effectively respond to the global movement toward IFRS.

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Consumer Products & Retail

 
Demand Synchronization: Realizing the Vision of True Customer Collaboration
 
September 18, 11:00 AM EDT (15:00 GMT)

Host: Pat Conroy, Principal - Deloitte LLP
1 CPE Credit: Management Advisory Services

For years, manufacturers have envisioned a harmonized, real-time relationship with their key retail customers. Yesterday's adversarial role between retailers and suppliers has given way to new efforts at collaborating to achieve mutual competitive advantage. We'll discuss:
  • Methods for gaining real-time visibility into demand and inventory all the way to the store shelf.
  • Creating scalable solutions for synthesizing massive volumes of information from multiple sources.
  • Strategies for leveraging data to improve planning and execution processes.
Learn more about recent industry trends and how companies are finally beginning to unlock tremendous value through demand synchronization.

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Energy & Resources

 
Carbon Regulation: What is the Impact on Your Asset Valuations?
 
August 20, 2:00 PM EDT (18:00 GMT)

Host: Branko Terzic, Director - Deloitte & Touche LLP
1 CPE Credit: Performance Management

Carbon regulations will have a tremendous impact on the energy industry – in particular, on asset values. Yet uncertainty about potential regulations makes it difficult to factor considerations into the valuation process. What can you do? We'll discuss:
  • Current expectations about timing and structure of carbon regulations, including evolving state and federal initiatives – and positions of the presidential candidates.
  • Tangible and intangible assets likely to be impacted, and when companies should begin factoring carbon regulation into their valuations.
  • Incorporating the impact of regulations on asset valuation and dealing with the uncertainly of timing and pricing.
Explore how carbon regulation should factor into your asset valuations.

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Federal & State Government

 
Optimizing Tax Agency Performance During Tight Times
 
July 24, 2:00 PM EDT (18:00 GMT)

Host: Greg Pellegrino, Principal - Deloitte Consulting LLP
1 CPE Credit: Business Management & Organization

A slowing economy, shrinking state revenues, and mounting budget deficits are forcing government tax agencies to do more with less. How can these agencies improve efficiency and increase revenue collection without sacrificing customer service? We'll discuss:
  • Lessons learned from one state's successful transformation from a complex and outmoded tax agency into a world-class organization.
  • Leveraging technology to improve tax administration systems and business processes.
  • Strategies for improving your tax agency's customer experience.
Learn how to leverage technology to improve your tax agency's customer service and increase revenue collection and efficiency.

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Why Innovative Government Doesn't Need to Be a Contradiction
 
September 04, 2:00 PM EDT (18:00 GMT)

Host: Greg Pellegrino, Principal - Deloitte Consulting LLP
1 CPE Credit: Specialized Knowledge & Application

Government leaders worldwide are experimenting with new models for innovation to tackle emerging issues, including climate change, improved access to services, and infrastructure gaps. But how can governments foster continuous widespread improvements versus one-off changes? We'll discuss:
  • Strategies for cultivating innovation by tapping into the creative wisdom of employees, citizens, and external and internal partners.
  • Organizational benefits of employing a complete idea-to-implementation life cycle.
  • Examples of successful innovation strategies in government and why they worked.
Learn how governments can leverage innovation models to better serve their constituents and address critical issues around them.

 Register

Financial Services

 
The Retirement Income Opportunity: How Can You Corner the Market?
 
August 19, 2:00 PM EDT (18:00 GMT)

Host: John Kocjan, Principal - Deloitte Consulting LLP
1 CPE Credit: Social Environment of Business

The take-off of the retirement income market is a major growth opportunity, but tapping the potential will require creative thinking about market offerings and delivery capabilities. With no clear market leaders today, how can you gain an edge? We'll discuss:
  • Understanding and segmenting new customers and needs.
  • Accelerating innovation in product, advice, sales, and service delivery.
  • Blending the skill sets of the insurance, banking, and investment management industries.
Learn how to identify and leverage your firm's unique strengths and position it for success in the burgeoning retirement market.

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Health Care Providers, Plans & Life Sciences

 
The Rise of Retail Clinics: Facts, Trends, and Implications
 
July 30, 2:00 PM EDT (18:00 GMT)

Host: Steve Burrill, Partner - Deloitte & Touche LLP
1 CPE Credit: Business Management & Organization

More than 800 retail clinics were in operation at the end of 2007, and their numbers are growing. Why the boom? We'll discuss:
  • How retail clinics are defined and how they are different from traditional primary care delivery.
  • Current trends in the growth of retail clinics and their use, and the characteristics of their users.
  • Forces that will drive or impact retail clinics going forward.
  • How retail clinics will affect key stakeholders in the health care system.
Learn how to respond strategically and operationally to this disruptive innovation in health care delivery.

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Exploiting Uncertainty to Succeed in the New Health Economy
 
August 26, 2:00 PM EDT (18:00 GMT)

Host: Steve Burrill, Partner - Deloitte & Touche LLP
1 CPE Credit: Business Management & Organization

Demanding demographics, broadening definitions of health, expanding connectivity, and rising policy pressure are drivers that could dramatically alter the future of life sciences and health care. How can organizations address these issues in the short term while simultaneously balancing long-term investments? We'll discuss:
  • How these driving forces are impacting change.
  • Potential hurdles for planning and execution.
  • A scenario planning framework that can help executives exploit uncertainties to build competitive advantage.
Explore how Industry Compass 2.0, a unique navigation tool developed jointly with the Institute for the Future, can help organizations make better decisions today while strategically preparing for tomorrow.

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Insurance

 
Insurance M&A in 2008: How to Avoid Being Taken by Surprise
 
August 12, 2:00 PM EDT (18:00 GMT)

Host: Rebecca Amoroso, Principal - Deloitte Consulting LLP
1 CPE Credit: Management Advisory Services

The credit crisis, subprime meltdown, lower investment returns, and economic downturn have pushed insurance M&A deal activity and associated valuations to their lowest levels in years. However, could some of the uncertainty be subsiding with signs of more normal credit markets and a pickup in M&A activity? We'll discuss:
  • Valuing insurance assets during the subprime crisis.
  • Changes in insurance reserve methods and resultant impact on transaction values.
  • The weak dollar and attractiveness of U.S. insurers to foreign buyers.
Gain a fresh perspective on the credit crunch and learn how to craft an M&A strategy for current and future market conditions.

Register


 
Leveraging the Internet for Higher Producer and Customer Satisfaction and Lower Costs
 
September 09, 2:00 PM EDT (18:00 GMT)

Host: Larry Danielson, Principal - Deloitte Consulting LLP
1 CPE Credit: Social Enviroment of Business

Many insurers struggle with using the Internet effectively across the producer and policyholder life cycle, especially given infrequent interactions with policyholders. How can you use leading Internet practices from other industries to increase overall satisfaction while keeping operational costs in line? We'll discuss:
  • Observations and challenges of enabling and enhancing the web channel in insurance.
  • Lessons learned from other industries.
  • Sample uses of web capabilities across the producer and policyholder life cycle.
Learn how to use the web channel to improve producer and policyholder experience while creating stickiness, improving cross-sell, decommoditizing products, and reducing servicing costs.

Register

Life Sciences

 
Prescribing Off Label: Playing by the Rules in a Regulated Industry
 
September 16, 2:00 PM EDT (18:00 GMT)

Host: Steve Burrill, Partner - Deloitte & Touche LLP
1 CPE Credit: Regulatory Ethics

The sales and marketing tactics of life science companies, in particular off-label prescription practices, are under scrutiny in an increasingly regulated environment. What are some of the steps that can be taken to mitigate risks? We'll discuss:
  • Intellectual property concerns for pharmaceuticals, including new and existing patents and commercialization.
  • Business considerations, such as planning, executing, and monitoring a product's marketing and sales strategy.
  • Regulatory and enforcement trends, and recent litigation practices surrounding off-label prescribing.
Learn how leading life sciences companies are being advised to proactively handle these critical issues.

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Oil & Gas

 
Contract Risk and Compliance - Is Stability Possible in the Current Environment?
 
July 23, 2:00 PM EDT (18:00 GMT)

Host: Gary Adams, Principal - Deloitte LLP
1 CPE Credit: Risk Management

Competition is intensifying, especially with the reemergence of resource nationalization and often fluid contract terms. With persistent cost inflation and the increasingly complex nature of the resource basins in which they operate, how can oil and gas companies mitigate contract risks and facilitate contract compliance? We'll discuss:
  • The nature, source, and potential impacts of common contractual risks, especially terms pertaining to financial clauses.
  • Challenges to maintaining contract compliance.
  • Effective risk mitigation strategies.
Learn how to achieve competitive advantage through improved contract compliance and risk mitigation.

 Register

Power & Utilities

 
FERC and NERC Regulatory Compliance: An Integrated Approach
 
September 17, 2:00 PM EDT (18:00 GMT)

Host: Branko Terzic, Director - Deloitte & Touche LLP
1 CPE Credit: Regulatory Compliance

Compliance with standards established by the Federal Energy Regulatory Commission (FERC) and the North American Electric Reliability Corporation (NERC) weighs heavily on energy industry executives today. How can energy companies develop an integrated approach to managing the various regulatory requirements they face? We'll discuss:
  • An update on FERC and NERC regulatory standards.
  • Elements of an integrated approach to regulatory compliance.
  • Technology's role in compliance, including monitoring and management systems and documentation and data management.
Learn about the benefits of developing an integrated approach to compliance and how effective use of technology can help carry it out.

 Register

Private Equity, Hedge Funds & Mutual Funds

 
IRS Activity Related to U.S. Taxation of Derivatives: What's Happening Now and What's Next?
 
July 22, 2:00 PM EDT (18:00 GMT)

Host: Jim Calvin, Partner - Deloitte Tax LLP
1 CPE Credit: Taxes

Recent Congressional hearings, legislative proposals, JCT reports, and administrative guidance on the treatment of derivatives are raising the tax stakes for investment managers. With increasingly widespread use of derivative contracts, what have investment managers learned about the impact of contract terms on tax outcomes? We'll discuss:
  • Current use and taxation of derivatives, particularly for distressed debt.
  • Legislative and regulatory changes that will affect investment managers.
Learn how leading investment management firms can fine-tune contract terms to help effectively manage the tax treatment of these contracts.

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Forensic Testing: What Is Your Data Trying to Tell You?
 
September 23, 2:00 PM EDT (18:00 GMT)

Host: Michael Fay, Principal - Deloitte & Touche LLP
1 CPE Credit: Specialized Knowledge and Applications

Investment management firms are looking for ways to manage risk, certify the efficacy of controls, address an increasingly sophisticated examination process, and meet evolving regulator expectations. What leading practices in the forensic testing of enterprise data have others developed that can best position your organization for these factors? We'll discuss:
  • Opportunities to use forensic testing throughout an extended enterprise.
  • Tests used to assess compliance in specific areas.
  • Evaluating tools and technology currently available within the industry.
  • Challenges associated with using forensic testing in procedures.
Learn about new and practical approaches for enhancing your compliance programs through the use of forensic testing.

 Register

Process & Industrial Products

 
Manufacturing Operations Improvement: Can't See the Forest for the Trees?
 
September 11, 1:00 PM EDT (17:00 GMT)

Host: Tim Hanley, Partner - Deloitte & Touche LLP
1 CPE Credit: Business Management & Organization

Manufacturers still seek new ways to drive out costs and improve efficiency across the enterprise. So why do performance improvement activities in discrete areas, such as production and maintenance, often provide limited results? We'll discuss:
  • How a more holistic approach – analyzing more data across the enterprise to identify and address operational bottlenecks – can deliver significant results.
  • Other innovative tools and methodologies that help identify significant bottom-line cost savings, release latent capacity, and improve customer service.
Discover how stepping back and taking a holistic look at your operations may reveal untapped opportunities for cost reduction and performance improvement.

 Register

Technology, Media & Telecom

 
Tribalization of Business: Transforming Companies with Communities and Social Networks
 
July 30, 1:00 PM EDT (17:00 GMT)

Host: Kenneth August, Principal - Deloitte LLP
1 CPE Credit: Specialized Knowledge and Applications 

Many technology, media, and telecommunications (TMT) companies are weighing how best to exploit online communities and social media. What leading practices should you know about? We'll discuss:
  • Why the buzz about communities – understanding the appeal of Facebook, MySpace, blogs, wikis, and other social media.
  • How early adopters leverage online communities to aid product development, customer support, and brand building.
  • Metrics companies use to track success.
Hear the results of Deloitte's study among leading TMT companies that are leveraging community dynamics.

 Register


 
Innovative Talent Strategies: How to Stay Ahead of Looming Talent Shortages
 
August 27, 1:00 PM EDT (17:00 GMT)

Host: Phil Asmundson, Partner - Deloitte LLP
1 CPE Credit: Personnel/HR 

TMT companies seem intent on attracting new talent now – not waiting for future talent shortages. So why do many of these companies still rely on traditional talent strategies to attract and retain skilled professionals? We'll discuss:
  • Why compensation-based approaches and other traditional recruiting and retention strategies may create disconnects between HR practices and job candidates' priorities.
  • Innovations in talent management, workforce analytics, and workforce transformation that are helping TMT companies grow, reduce time to market, promote innovation, and improve customer relationships.
Learn the results of a Deloitte survey and the benefits of innovative new talent strategies.

 Register


 
Competitive Preparedness: Transforming Strategies into Results in the Turbulent High-Tech Industry
 
September 24, 1:00 PM EDT (17:00 GMT)

Host: Eric Openshaw, Partner - Deloitte LLP
1 CPE Credit: Specialized Knowledge and Applications 

Bold moves, such as acquisitions, new market entry, and new product launches, continue to shape the technology industry. How can high-tech executives most effectively take their strategies from the boardroom into the field, and more importantly, turn them into positive financial results? We'll discuss:
  • Recent competitive pressures and how companies are organizing and planning their responses.
  • Transformation programs being adopted to institutionalize new business models.
  • Lessons learned in business model changes – what's worked and what hasn't.
Hear the results of a Deloitte study that explores how technology companies are not just planning, but implementing innovative new strategies to address today's disruptive market forces.

 Register

Travel, Hospitality & Leisure

 
AICPA's Audit & Accounting Guide for Casinos: Expanded Guidance for the Gaming Industry
 
September 30, 11:00 AM EDT (15:00 GMT)

Host: Jeffrey Ortwein, Partner - Deloitte & Touche LLP
1 CPE Credit: Management Advisory Services

Accounting standards have become increasingly rigorous in the past several years, and the gaming industry is not immune to the current challenges. Recent updates to the AICPA's Audit & Accounting Guide for Casinos can help industry professionals navigate these accounting challenges. We'll discuss:
  • Trends in the gaming industry and recent developments.
  • A history of the Audit & Accounting Guide for Casinos and important changes since its original issuance.
  • Key accounting and financial reporting issues impacting the industry.
Learn more about how slot machines, loyalty programs, and progressive jackpots have affected the industry and created new accounting issues and considerations.

 Register

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