We invite you to submit a paper to the Penn State Happy Valley Finance Conference, which will take place in State College, PA, on Thursday and Friday, August 13–14, 2026.
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Money 2020 is the largest global event focused on payments and financial services innovation for connected commerce at the intersection of mobile, retail, marketing services, data and technology.
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The Twelfth Family Wealth Report Family Office Investment Summit 2026 brings together senior investment professionals, principals and advisers from single and multi-family offices across the US and in
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The Family Wealth Report Family Office Fintech Summit is the essential summit for family office leaders, investors and technology innovators navigating the future of wealth management. Returning for i
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Join Finastra’s Global Solution Consultant, Colin Gazinski, for this webinar that will demonstrate the advantages of an open, end-to-end, cloud-based mortgage platform that supports the full lifecycle
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As digital trade capabilities mature, attention is shifting to the legal, trust, and operational barriers that must be addressed to enable fully digital trade transactions at scale.
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Say hello to Circle, IOFM’s new home for connection, conversation, and support between events.
If you are an IOFM member, you already have access to a space designed just for you: a place to connec
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When we think about the future of accounts payable, automation, new software implementation, and of course the advent and integration of AI in AP platforms comes to mind. But that's only part of the p
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There are many ramifications of the legal organization of a business – legal, tax, and liability issues that must be evaluated. This workshop focuses primarily on two types of legal organizational str
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Attention Business Buyers or Business Sellers! This workshop is essential if you are thinking about buying or selling an existing business. In this workshop presented by a buy-sell transaction profess
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This workshop will present methods for determining your business’s capital needs by preparing a convincing financial plan. We will also illustrate and discuss the elements of a business plan and its i
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OVERVIEW: In an era of rapid digital transformation, protecting your assets and leveraging the right technology is your competitive advantage. In collaboration with SCORE Houston, RobotLAB Houston, an
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Many of the world’s universities face an unsustainable financial future. The sector is
plagued by growing systemic issues that are eroding balance sheets. Declining enrolment, rising costs, the imper
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Over the last half century, companies’ operations have become more global to take advantage of reduced production costs and increased efficiency and to capitalize on reduced friction in the movement o
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Automation is a normal part of manufacturing and has been for a long time. Repetitive tasks are carried
out by machines and the numbers of factory operatives are declining in number, but rising in sk
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This report presents the Federal Reserve Board’s current assessment of the stability of the U.S. financial system. By publishing this report, the Board intends to promote public understanding by incre
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Ever wondered how investment banks actually make money? In this video, we break down the business model of investment banks in simple terms and explain how firms like Goldman Sachs, Morgan Stanley, an
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Ever wondered why Wall Street seems completely disconnected from Main Street? In this video, we break down why the stock market often goes up even when the economy is bad, people are struggling, and u
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Dividend investing and index funds are two of the most popular long-term investing strategies — but which one is actually better?
In this video, we break down Dividend Investing vs Index Funds and ex
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What You’ll Learn
When to stop saving and start investing
How to build a proper emergency fund
The 2-bucket system (Safety vs Growth money)
Simple beginner investments that actually work
How to u
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Sounds so simple right? And yet investing is a rare part of our financial lives where things getting cheaper feels like a bad thing.
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Sounds so simple right? And yet investing is a rare part of our financial lives where things getting cheaper feels like a bad thing.
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Current Financial Situation - determine your current financial situation with regard to income, savings, living expenses, and debts.
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Present a classic investment infographic and more by editing this B2C Financial Investment Process Infographic Template
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Finding the right bank in Arkansas isn’t just about convenience—it’s about getting the best features for your financial needs. Some banks focus on low fees and competitive interest rates, while others
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Building credit can be challenging, especially if you don’t have any accounts reporting to the major credit bureaus. Traditional loans and credit cards often require good credit to qualify, making it
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SoFi and Ally both offer online bank accounts with no monthly maintenance fees or minimum balance requirements. However, the better choice depends on how you plan to use your account.
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It can feel like your money disappears almost as soon as it reaches your bank account. One takeout order, one online sale, and a few forgotten subscriptions may not seem serious. Together, they can le
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Goldman Sachs is on top of Wall Street right now, advising on more than $1 trillion in merger deals and generating more than $12 billion in equities revenue in the first six months of the year alone.
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Investors now think the odds are extremely unlikely that the Federal Reserve raises interest rates again in October, following a weaker-than-expected September employment report.
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Wagering on sports outcomes has exploded in the 2020s, but recent surveys show just how widespread gambling has become for Generation Z.
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With Election Day less than a month away, President Donald Trump is touting two federal cash-payment programs already underway while renewing a much larger $5,000 check promise contingent on Republica
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China is embracing the idea of competition without confrontation, by invoking an academic concept.“The Thucydides Trap can be overcome,” Chinese President Xi Jinping said on arriving at the White Hous
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The U.S. and China are planning to reduce tariffs on $30 billion worth of goods from each country, according to government announcements from both sides Monday.
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Aircraft manufacturer Boeing rose in premarket trading Wednesday after securing a deal with the U.S. Pentagon and U.S. Navy to develop the next generation of fighter jets.
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Bond investors said they are heading into this week's Federal Reserve policy meeting cautiously positioned as inflation uncertainty clouds the outlook for interest rates, favoring high-quality assets
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