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You are here : Intelligence Center : Articles

ARTICLES
Financial Services Learning Community has researched the latest magazine, journal, and online articles to provide members of our knowledge community with the latest resources from industry thought leaders. Members may click on a link to access the article.

How Risk Management Can Help Your Company

NEW YORK (Fortune) -- Lehman Brothers yesterday aimed to soothe a frazzled market by announcing a big capital injection, a shrinking balance sheet and improved transparency.

It did not work, to put it mildly. Lehman (LEH, Fortune 500) stock has dropped 15% over two days, and Wall Street finds itself struggling with a pastiche of questions centering on Lehman's credibility and outlook.

Roddy Boyd: June, 2008

Click here to read the full article

Analysts Now Turn First to the CFO, Not CEO

The CFO — no longer the CEO — is king when it comes to dealing with buy-side analysts, Greenwich Associates concludes in this year's U.S. Corporate Investor Relations Study.

The 688 Wall Street equity analysts interviewed for the annual survey, for the first time, ranked the credibility of a company's finance chief as more important to the overall IR effort than that of the chief executive.

By Stephen Taub, CFO.com, June 9, 2008

Members may click here to read the full article


Has SOX failed?

After the recent collapse of Bear Sterns, and the litany of other problems that other financial institutions are having controlling their balance sheets, taking write offs, and losing shareholder value, I have to ask. Has the SOX regulation and the massive investment to training corporate executives failed us?

Financial Training Community, June 2008

Members may click here to read the full article

Five Tips to Create a Positive Learning Environment

Managers and supervisors should create an atmosphere that not only provides constructive dialogue and recognition for a job well done but also motives employees to continue to learn and improve. Therefore, you should train supervisory personnel how to provide meaningful feedback to employees, set achievable performance goals, and monitor performance between formal evaluations.

Training News Elearning News, May 28, 2008

Members may click here to read the full article


Facing Down the Oil Crisis

Facing Down the Oil Crisis – The Role of HR and Leadership Development

Perth Leadership Institute, Market Alerts: May 27th, 2008

Click here to read the full article

Driver's Ed

Toyota financial Services builds an effective learning program aimed at keeping internal talent 'moving forward' in their careers.

By Russ Banham, HRO Today: January 2008/February 2008

Click here to read the full article

Non-Compliance Is Not An Option

The Financial Service Industry must adopt a different approach to training the new generation of worker. A Baby boomer will turn sixty every four minutes in 2008, according to ABC World News Tonight. This means that as each day of the New Year passes, a few more baby boomers will retire. At the same time, there are an increasing number of "new generation" employees that are rapidly entering the workforce. This new generation of worker, born between 1979 and 1990 (or 1980 and 1995 depending on what research you read) is commonly referred to as a millennial. Research by Richard Sweeny, the university librarian at New Jersey Institute of Technology, indicates that millennials are unlike any previous generation of American worker. Morley Safer of 60 Minutes reports that this new breed of American worker will "attack everything that you (the manager) hold sacred." Marian Salzman, an ad agency executive at J. Walter Thompson who has been tracking millennials since they entered the workforce explains that "today's manager must be half shrink and half diplomat".

Written exclusively for Financial Services Community by Kaliym Islam - February 2008

Members may click here to read the full article

Preparing Finance Staff for the Future

After working hard to adapt to heightened regulatory scrutiny following a series of major accounting scandals, corporate finance organizations are becoming free to consider how they can continue their long-standing effort to transform finance from a processor and organizer of information to a true business partner and performance leader. In recent studies, CFO Research Services has documented the major barriers to CFOs’ efforts to become business performance leaders. One of these barriers—the lack of well-rounded business, technology, and even technical skills among finance employees—has emerged
as particularly difficult to overcome.

CFO Research Services in collaboration with ACS, November 2007

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Deloitte’s Latest Privacy Study Shows Concerns, Progress

A recent security study by Deloitte found 85 percent of survey participants reporting numerous information security breaches that compromised the personal information of employees and customers.

By Ben Warden, Certification Magazine, December 2007

Members may click here to read the full article

New Approaches to Developing Finance Professionals

With the rise of compliance legislation around issues such as financial reporting and accounting accuracy in the past decade, it’s no surprise that learning departments are paying more attention to finance professionals than ever before.

What might be something of a revelation is the fact that a good deal of the new learning that has been or is going to be created for finance personnel isn’t related to technical skills, but instead involves decidedly nontechnical knowledge such as leadership and business strategy. According to recent research from ACS Learning Services, learning functions are investing more of their efforts into a variety of programs targeted at the finance and accounting departments.

By Brian Summerfield, CLO Magazine, December 2007

Members may click here to read the full article

San Diego Metropolitan Credit Union Deploys TFactor's KnowledgePortal360 for Key Training Role

 San Diego Metropolitan Credit Union (SDMCU) has selected TFactor's KnowledgePortal360 to create compliance and service training programs to support the credit union and its new function as the official Credit Union of the City of San Diego.

SDMCU anticipates this marketing relationship with the City will require increased service level training of its own employees, along with more streamlined training management. This is where KnowledgePortal360, a comprehensive learning management system, plays a pivotal responsibility.

By Terry Omojola, for San Diego Metropolitan Credit Union (SDMCU) TFactor, Inc., May 2007

Members may click here to read the full article

UBS' Michelle Blieberg: Promoting Peak Performance

Michelle Blieberg, global learning officer at UBS’ investment bank, loves a challenge. When she took her current position with the Swiss-based wealth management firm more than three years ago, the learning function was little more than a course catalog. In the course of her tenure, Blieberg has transformed learning into a highly strategic operation that’s recognized throughout the enterprise for its innovative and effective programs.

By Brian Summerfield, for TBS, November 2007

Members may click here to read the full article

Cisco and IBM to Transform Banking Experience

CISCO and IBM today announced joint front office solutions that are poised to transform the retail banking experience by enhancing customer interaction and collaboration across all types of delivery channels, such as branches, contact centers and self-service kiosks. The new modular solutions integrate front and back office systems with collaboration technologies such as Voice over IP (VoIP), streaming video, Web conferencing, and instant messaging to help branch office employees deliver more personalized products and services for customers and drive organic revenue growth.

By Cisco IBM, November 2007

Members may click here to read the full article

Macon-Atlanta State Bank Chooses TRC Interactive

Macon-Atlanta State Bank has selected TRC Interactive, Inc., the nation's leader in interactive financial institution training, to deliver online instruction through BankTrainingOnline® for its bank-wide training needs. Macon-Atlanta State Bank will have full use of Training Central™, the training program’s learning management system.

By TRC Interactive, Inc. Macon-Atlanta State Bank, November 2007

Members may click here to read the full article

Why One CU Says Online Is Only Way To Go With Compliance Training

An online training platform has some employees chomping at the bit to complete compliance courses at TruMark Financial Credit Union here.“Employees were already trying to log on to get a jump on the courses for 2007, and we weren’t even ready for them yet,” in the first week of the New Year, said Cheryl Swift,compliance officer at the $830-million CU.

By Kevin Jepson, for TRC interactive, January 2007

Members may click here to read the full article

UK financial services institutions act to prevent compliance failures

 

 

 

 

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