Description
The evolving needs and complexity of family offices is driving the need for expanded accounting support. With challenges such as disparate entities, manual processes and little control over workflow – family offices stand to benefit from technology that can bring automation, streamlined processes and increased visibility to analyze information and make better informed decisions.
Speaker(s):
- Kevin
Cumley,
Senior Director, Accountants Program,
Sage Intacct
- Mitch
Weintraub,
CPA,
Managing Partner,
Cordia Partners
- Kevin
Au,
Senior Director Product Marketing, Accountant Channel,
Bill.com
- Sophia
Loh,
Partner, Family Office,
Frank, Rimerman + Co.
