Professional Services Perspectives
The Professional Services Perspectives Webinar series provides insight into new challenges as well as ongoing issues.
Click on any of the links below to review our past Webinars. Watch this space for the next installment in the series.
Are You Paying Too Much in Exchange and Clearing Fees?
Futures commission merchants are facing multiple challenges around exchange fees, clearing fees, and brokerage claims, including more complex fee schedules, regular modifications of fee rates and levels, and shorter deadlines for claiming rebates.
Many of these challenges can be overcome with the right internal policies, processes and procedures to prevent miscalculations and miscommunication, as well as detect errors and ensure that fee rate updates are reflected in existing accounts.
Click here to review the Webinar.
Turning Cost Basis Into an Advantage
Learn about industry best practices around the cost basis reporting rules and find out how you can turn your efforts into an advantage and:
- Increase efficiency
- Strengthen customer service
- Foster transparency
Click here to review the Webinar.
Making the Most of Your People Budget
Maximizing spending and operational efficiency will continue to be a top priority in 2010. Now is the time to make major decisions, including budget allocations. Technology spending gets a lot of headlines and attention, but are you also making the most of your people budget?
- With three disparate components – employees, contractors and outsourcing firms – how do you determine the optimal investments?
- What best practices should you follow?
- How can the right choice increase efficiency?
Click here to review the Webinar.