PST2032 - PST2032. Family Office: Automating Support Functions for High Net Worth Clients

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
• 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.