White Label Web Applications FX Initiative's white label web applications are designed to help treasury professionals and FX sales teams with a wide variety of foreign exchange (FX) risk management challenges and opportunities. Whether you are creating a FX risk policy or analyzing economic and accounting scenarios, our risk models and strategy simulations share best practices in easily understandable formats. Examples include: FX Risk Policy FX Terms Glossary ISO Currency Codes Foreign Subsidiaries FX Revenues FX Expenses FX Receivables FX Payables FX Spot Transactions FX Forward Contracts FX Option Contracts FX Zero Cost Collars Our white label web applications are branded with the client's logo and embedded as an iframe into the client's website. An iframe is one of the most convenient HTML structures, and is an embedded window on the client’s web page that shows content hosted on FX Initiative’s servers. In 4 simple steps, our solutions can be deployed on the client's website quickly and easily with minimal technology resources. Learn More February 20, 2024By FX Initiative General, Partnerships accounting, business, cashflows, CPE, currency, development, economics, education, events, examples, finance, fxcpe, fxinitiative, global, hedging, initiative, international, learning, management, payments, professional, risk, trading, training, treasury 0 0 Comment
FX Risk Management Training Topics FX Initiative offers access to our online Learning Center for paid training and free content to help your company conquer corporate currency risk management. Explore our FX articles, videos, courses, tools, and webinars. Our goal is to help sharpen your FX skills, contribute to your professional development, and add to your firm’s performance and profitability. Explore FX Learning Center > Whether you are new to foreign exchange or a seasoned professional, continue following FX Initiative for your FX risk management formula. To learn more, start your FX risk management training today, which provides 24/7 365 access to our complete suite of foreign exchange (FX) continuing professional education (CPE), examples & events at FXCPE.com. Start FX Risk Management Training > February 13, 2024By FX Initiative General accounting, business, cashflows, corporation, CPE, currency, development, economics, education, events, examples, finance, fxcpe, fxinitiative, global, hedging, initiative, learning, management, multinational, payments, professional, risk, training, treasury 0 0 Comment
February 2024 Newsletter February FX Education: Read our newsletter and discover the latest blog posts and insights from FX Initiative on currency risk management. We help finance, accounting, and treasury professionals stay up to date with training content, CPE webinars, and helpful resources. Scale the learning curve quickly and easily with our foreign exchange risk management training, which provides 24/7 365 access to our complete suite of foreign exchange (FX) continuing professional education (CPE), examples and events at FXCPE.com. Start Training > View Newsletter February 6, 2024By FX Initiative General, Partnerships accounting, business, cashflows, CPE, cross-border, currency, development, economics, education, events, examples, exchange, finance, foreign, forex, fxcpe, fxinitiative, global, hedging, initiative, international, management, payments, professional, risk, training, tranactions, treasury 0 0 Comment
Following the FX Global Code Following the FX Global Code: The FX Global Code explains the set of global principles of good practice in the foreign exchange (FX) market, and was introduced by the Bank for International Settlements (BIS) Markets Committee in May 2017. To date, over 500 market participants have signed Statements of Commitment to the FX Global Code. The FX Global Code aligns with the foreign exchange (FX) risk management best practices FX Initiative teaches to FX market participants, including FX sales teams and treasury professionals. The goal of the FX Global Code is to promote fairness in FX trading, and FX Initiative encourages our audience to learn about and benefit from the code in 2023. Download the FX Global Code PDF Ready to learn more about FX risk management best practices? Start your FX risk management training today, which provides 24/7 365 access to our complete suite of foreign exchange (FX) continuing professional education (CPE), examples & events at FXCPE.com. Start FX Training January 30, 2024By FX Initiative General, Partnerships, Webinar accounting, business, collar, CPE, currency, derivatives, development, economics, education, events, examples, finance, forward, fxcpe, fxinitiative, global, hedging, initiative, international, learning, management, option, payments, professional, risk, training, treasury 0 0 Comment
FX Risk Management Maturity Model Foreign exchange (FX) risk management involves identifying, analyzing, and prioritizing various foreign currency exposures, and developing and implementing a coordinated and systematic plan that utilizes company resources efficiently and effectively to mitigate FX risk. The degree to which companies implement adequate foreign exchange risk management practices can vary substantially, from not managing the risk at all to engaging in robust hedging activities, and as a result, the impact on the bottom line can vary widely across organizations. This FX Risk Management Maturity Model outlines the 5 stages of a comprehensive currency risk management program. The process involves performing a FX risk assessment, developing a FX risk management policy, and implementing progressive FX hedging strategies. 5 Stage FX Risk Management Maturity Model FX Risk Assessment: Exposure Identification & Measurement FX Risk Management Policy: Hedging Guidelines & Procedures Balance Sheet Hedging: Booked Receivables & Payables Cash Flow Hedging: Forecasted Revenues & Expenses Net Investment Hedging: Subsidiary Earnings & Equity The design and implementation of a FX risk management program must take into account the specific goals and objectives of the firm, the organizational structure and operations, the line of products and/or services, and any other variable that may be material and of relevance. For firms that are new to foreign exchange risk management, emphasis should be placed on progress over perfection. Initial risk management plans are never perfect, and should be viewed as a process that is responsive to change and capable of continuous enhancement. To learn more about FX risk assessments, policies, and hedging strategies, start your FX risk management training today, which provides 24/7 365 access to our complete suite of foreign exchange (FX) continuing professional education (CPE), examples & events at FXCPE.com. Start FX Training January 23, 2024By FX Initiative FX Risk Management, General accounting, business, cashflow, CPE, currency, derivatives, development, economics, education, events, examples, finance, forex, forwards, fxcpe, fxinitiative, global, hedging, initiative, international, learning, management, options, payments, professional, risk, training, treasury 0 0 Comment
January 2024 Newsletter New Year Knowledge: Read our January newsletter and discover the latest blog posts and insights from FX Initiative on currency risk management. We help finance, accounting, treasury, and sales professionals stay up to date with new training content, CPE webinars, and helpful tips & resources. Scale the learning curve quickly and easily with our foreign exchange risk management training, which provides 24/7 365 access to our complete suite of foreign exchange (FX) continuing professional education (CPE), examples and events at FXCPE.com. Start Training > View Newsletter January 2, 2024By FX Initiative General accounting, business, CPE, cross border, currency, derivatives, development, economics, education, events, examples, finance, financial reporting, fxcpe, fxinitiative, global, hedging, initiative, international, learning, management, operations, payments, professional, risk, training, transactions, treasury 0 0 Comment
Happy New Year from FX Initiative! Happy New Year from FX Initiative! FX Initiative is thankful for your support throughout 2023, and we wish you a safe and successful 2024! December 26, 2023By FX Initiative General accounting, business, cashflows, CPE, currency, derivatives, development, earnings, economics, education, evevnts, examples, FASB, finance, fxcpe, fxinitiative, global, hedging, IASB, initiative, international, learning, managment, payments, professional, risk, trading, training, treasury 0 0 Comment
December 2023 Newsletter December Professional Development: Read our December newsletter and discover the latest blog posts and insights from FX Initiative on currency risk management. We help finance, accounting, treasury, and sales professionals stay up to date with new training content, CPE webinars, and helpful tips & resources. Scale the learning curve quickly and easily with our foreign exchange risk management training, which provides 24/7 365 access to our complete suite of foreign exchange (FX) continuing professional education (CPE), examples and events at FXCPE.com. Start Training > View Newsletter December 5, 2023By FX Initiative General accounting, application, blog, business, cashflows, cpe, currency, demonstration, derivatives, development, economics, education, events, examples, finance, forex, fxcpe, fxinitiative, global, hedging, initiative, insights, international, management, newsletter, payments, professional, risk, simulation, theory, training, treasury, vizualization 0 0 Comment
Recognizing FX Revenues & Receivables Recognizing FX Revenues & Receivables (Video): Explore the economic and accounting similarities and differences between forecasted and booked foreign exchange (FX) transactions using the FX Transaction Simulator tool. To learn more, start your FX risk management training today, which provides 24/7 365 access to our complete suite of foreign exchange (FX) continuing professional education (CPE), examples & events at FXCPE.com. Start FX Training November 28, 2023By FX Initiative FX Risk Exposures, FX Transaction Simulator accounting, business, cashflows, corporate, CPE, currency, development, economics, education, events, examples, FASB, finance, forex, fxcpe, fxinitiative, global, hedging, IASB, initiative, international, learning, management, multinational, payments, professional, risk, SEC, trading, training, treasury 0 0 Comment
Happy Thanksgiving from FX Initiative! Happy Thanksgiving from FX Initiative! To our valued clients, partners, and team, we are grateful for all you’ve done for our business this year. On this holiday, we want to make sure you know how much you’re appreciated and how much we value your contributions. We hope you have a joyous holiday and we look forward to serving your foreign exchange risk management needs well into the future. On behalf of FX Initiative, we wish you, your family, and loved ones a wonderful Thanksgiving holiday. FX Initiative: Currency Risk Management Training November 21, 2023By FX Initiative General accounting, ASC, business, cashflows, corporation, CPE, currency, derivatives, development, economics, FASB, finance, fxcpe, fxinitiative, global, happy, hedging, IASB, initiative, international, management, payments, professional, risk, thanksgiving, trading, training, transactions, treasury 0 0 Comment