Sales and Asset Forecasting: Modeling in an Evolving Global Economy

Includes a Live Event on 09/22/2020 at 2:00 PM (EDT)

  • Registration Closed

Join Delta Data and a panel of industry experts for a deep dive into the challenges and opportunities related to market modeling programs. From coordinating inputs, to tracking multiple base scenarios, to comparing outcomes versus models for ongoing forecasting improvement, learn how to streamline your sales and asset modeling efficiencies.

Learning objectives:

  • Overview of the state of the industry
  • Evolution of economic modeling during periods of global unrest
  • Modeling scenarios from multiple macro-economic inputs
  • Best practices for modeling efficiencies

Who should attend:

Front office individuals involved in macro-economic, sales, and asset forecasting; middle office finance professionals managing and budgeting forecasting processes.

This program is sponsored by:


Nicsa is pleased to offer this webinar learning activity to attendees who are seeking CPE credits. 1 CPE unit may be available for attendees of this webinar. The webinar requires no advanced preparation, no pre-requisite study and is appropriate for all who have a basic understanding of the investment management industry.

Nicsa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

CPEs Earned: 1
CPE Field of Study: Specialized Knowledge
Program Level: Basic
Delivery Method: Group-Internet Based
Advanced Preparation: None

Due to this program being offered free of charge, there will be no refunds issued.

Questions or Cancellations: Please contact Jordan DeBettencourt at 508.683.1618.

Whitfield Athey

CEO, Delta Data

Innovative thought leader in Mutual Fund middle and back office technology with 20 years of experience as a technologist in the pooled investment industry. At Lehman Brothers, Athey was the chief architect of a cross-selling platform for managed strategies. During his tenure at Delta Data, he has transformed the company from a software provider to a core infrastructure service that connects the largest counterparties in the industry and is currently the vanguard for advanced, industry leading applications, including Artificial Intelligence and Machine Learning. Under his tenure, Delta Data was named one of the Top 40 Innovative Technology Companies in Georgia in 2013, 2016, and again in 2018. Delta Data products support over $2T in mutual fund assets. And our data services underpin over 9T in US pooled investment trading.


09/22/2020 at 2:00 PM (EDT)   |  60 minutes
09/22/2020 at 2:00 PM (EDT)   |  60 minutes
11 Questions
11 Questions Post webinar survey
Verification Code
Enter code to continue.
Enter code to continue.
Verification Code 2
Enter code to continue.
Enter code to continue.
Verification Code 3
Enter code to continue.
Enter code to continue.
1.00 CPE Credits credit  |  Certificate available
1.00 CPE Credits credit  |  Certificate available