Recorded Webinars

Date: Thursday, August 29, 2013
Time: 11 AM PT / 2 PM ET
Presenter: Rob Shearer - Financial Navigator, Inc.

Learn about our new online reporting platform which features support for nested entities, graphical dashboards, new reports and enhanced performance. Join us for an in-depth webinar exploring many new features and improvements:

• Multi-tiered, "Families of Families" nested entity reporting
• Individually customizable financial information dashboards
• Informative charts, graphs and visual summaries
• New Cash Flow and Wash Sale reports
• Support for desktop, smartphone and tablet devices
• ...and much more!

Date: Thursday, June 13, 2013
Time: 11 AM PT / 2 PM ET
Presenter: Chris Cincera - Virtual Family Office, LLC

Whether it's asset protection, investment management, philanthropy or training the next generation--an effective Family Office can provide tremendous value to wealthy families and high net worth investors. Knowing the issues to address and the problems to avoid, however, is the key to success. Join us next week to enhance your understanding and improve the functionality of your Family Office. This webinar will discuss key topics affecting Family Office operations, including:

• Major benefits and advantages of a Family Office
• Top five improvement areas
• How to avoid costly mistakes
• Practical solutions to common concerns

Date: Wednesday, March 27, 2013
Time: 11 AM PT / 2 PM ET
Presenter: George Szundi - Financial Navigator, Inc.

The complex nature of sound, diversified investment practices inevitably results in a large number of securities and other assets owned by a range of family members, trusts, partnerships and LLCs. Furthermore, these entities are often served by an assortment of financial institutions and advisors. With so many permutations, it is no wonder that High Net Worth investors often struggle to understand the make-up of their holdings and true net worth. Fortunately, Financial Navigator's extensive reporting capabilities can help illuminate the financial "big picture."

• Understand the process of creating consolidated reports that can merge the assets of all your entities.
• Learn how to combine specific security holdings across any or all entities to produce a comprehensive overview.
• Generate reports spanning multiple years to identify trends or quickly calculate totals.
• Provide summary reports that are ideal for presenting condensed information to principals.

Date: Wednesday, October 31, 2012
Time: 11 AM PT / 2 PM ET
Presenter: Richard Kemmling - Ashland Partners & Company

The Global Investment Performance Standards (GIPS) are a set of established, industry-wide ethical principles that provide investment firms with guidance on how to calculate and report their investment returns. This uniform approach enables investors to make a true "apples to apples" comparison of yields achieved by different investment managers. In this complimentary webinar, Richard will discuss GIPS as it relates to buy-side investors, including:

• An overview of GIPS and its use in the industry
• Why GIPS is beneficial to wealth managers and investors
• The importance of GIPS compliance verification

Date: Wednesday, September 26, 2012
Time: 11 AM PT / 2 PM ET
Presenter: David Guin - Withers Bergman, LLP

Did you know that a family office can be required to register with, and be regulated by, the Securities and Exchange Commission (SEC) as an investment advisor? The outcome could be both expensive and burdensome. Learn about:

• Final SEC rules on family offices
• Consequences of SEC registration
• Issues in qualifying for exemption from registration
• Alternatives if a family office does not qualify for exemption

Date: Wednesday, August 29, 2012
Time: 11 AM PT / 2 PM ET
Presenter: George Szundi - Financial Navigator, Inc.

One of the most basic, yet most important, duties of a family office is cash management. Don't let writing checks and reconciling bank and credit card accounts become a burdensome chore. Instead, learn how to process these vital transactions with speed and competence. Watch as we demonstrates how quick and easy it can be to expertly provide essential cash management services for High Net Worth clients.

Date: Wednesday, June 27, 2012
Time: 11 AM PT / 2 PM ET
Presenter: Don Trone - 3ethos

Learn about:

• The origins of the original research which has been conducted on the intersection between leadership, stewardship and fiduciary responsibility;
• The process which was followed in developing the first draft of global wealth management standards;
• An overview of the details of the decision-making framework which is used as the basis for the global wealth management standard.

Date: Wednesday, May 30, 2012
Time: 11 AM PT / 2 PM ET
Presenter: Robert Shearer - Financial Navigator, Inc.

Learn about:

• Examples of Intercompany Transactions between different entities.
• How to use the Intercompany feature to perform batch entries across entities.
• New validation features that ensure your transactions are properly balanced.
• How to use the new options available on the Intercompany toolbar ribbon.

Date: Wednesday, April 25, 2012
Time: 11 AM PT / 2 PM ET
Presenter: Carrie Steffen & Lisa Rhatigan - The Whetstone Group

Learn about:

• The practice of consultative selling
• Ideas for getting more face-to-face meetings
• How to effectively asses needs through high-gain questions.
• How to create and communicate a value proposition.

Date: Wednesday, February 22, 2012
Time: 11 AM PT / 2 PM ET
Presenter: Stephen Horan, PhD, CFA, CIPM - CFA Institute

Learn about:

• Return Measurement (TWR vs. MWR, cash flows and volatility)
• Benchmarks, Style Analysis and Attribution Analysis
• Global Investment Performance Standards (GIPS)

Date: Wednesday, January 25, 2012
Time: 11 AM PT / 2 PM ET
Presenter: Jill Creager, J.D. - Providence Family Offices, LLC

Learn about:

• A brief history of wealth governance and its impact today
• Current trends in wealth planning and management
• Benefits of Private Trust Companies for affluent families
• Software used by Providence Family Offices to provide services

Date: Wednesday, November 30, 2011
Time: 11 AM PT / 2 PM ET
Presenter: Ed Van Deman, CIPM, CPA/PFS, MBA - Financial Navigator, Inc.

Learn about:

• Current technology trends influencing High-Net-Worth investors
• Assessing the state of your current family office technology
• Developing a framework for making technology decisions
• Evaluating product offerings and their impact on your family office
• Recommendations for the best areas to focus your technology strategy

Date: Thursday, October 27, 2011
Time: 11 AM PT / 2 PM ET
Presenter: Robert Shearer - Financial Navigator, Inc.

Learn about:

• Recording Intercompany transactions among entities
• Updating your portfolios across multiple entities
• Managing your Asset & Liability Info in a grid editor
• Using new utilities to manage your Navigator data

Date: Wednesday, September 28, 2011
Time: 11 AM PT / 2 PM ET
Presenter: Robert Shearer - Financial Navigator, Inc.

Learn how to:

• Utilize function keys for quick access to often used screens
• Customize your toolbars to suit your common tasks
• Learn how to post transactions more efficiently
• Master advanced report options and settings
• Use time-saving shortcuts in the Chart of Accounts

Date: Wednesday, August 31, 2011
Time: 11 AM PT / 2 PM ET
Presenter: Jim Powell, CPA, CFE

Learn about:

• Structuring trust and estate entities
• Recording the appropriate allocation of principal and income
• Reporting fiduciary accounting income
• Producing required Charge and Discharge statements
• Generating meaningful financial statements
• Entity types and concepts
• The Uniform Principal and Income Act
• Implications of Principal and Income Accounting

Date: Wednesday, July 20, 2011
Time: 11 AM PT / 2 PM ET
Presenter: Sandra Glock - Atapco Financial Services

Learn about:

• Setting up a foundation entity
• Recording complex transactions
• Creating financial reports
• Meeting federal and state requirements

Date: Wednesday, June 15, 2011
Time: 11 AM PT / 2 PM ET
Presenter: Kris Sunkara - Financial Navigator, Inc.

This webinar will help you:

• Understand the process of running consolidated reports across groups of entities
• Learn how to combine investments amongst entities for comprehensive holdings reports
• Generate reports across multiple years to spot trends or quickly calculate totals
• Create various summary reports that are ideal for presenting to principals

Date: Wednesday, September 29, 2010
Time: 11 AM PT / 2 PM ET
Presenter: Jim Powell, CPA

This webinar will help you:

• Familiarize yourself with the underlying concepts for recording marketable securities transactions
• Identify the marketable securities information to be tracked in your portfolio accounting solution
• Create investment and tax reports used to present marketable securities information to the investor
• Record purchases of securities spins offs, cash in lieu, stock mergers and bond amortization/accretion

Date: Wednesday, July 14, 2010
Time: 11 AM / 2 PM ET
Presenter: Jim Powell, CPA

This webinar will help you:

• Learn about the information a private equity fund provides and what you need to track.
• Understand what transaction types should be recorded in your portfolio accounting solution.
• See examples of reports that you can create to present private equity information.
• Learn about income components and what information to use from the K-1, or Form 1065.

Date: Wednesday, May 19, 2010
Time: 10 AM / 1 PM ET
Presenter: Jim Powell, CPA

This webinar will teach how to:

• Define your Portfolios and Account for Marketable Securities
• Record Securities and Activities
• Update Assets to FMV (Fair Market Value) and track Cost/Tax Basis
• Understand other Types of Portfolio Transactions
• Find and Decipher Broker Statement Anomalies
• Understand Form 1009 Reporting