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ENGAGE 2020


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


Jul 24, 2020 3:50pm ‐ Jul 24, 2020 4:40pm

Standard: $49.00

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.

Learning Objectives:
  • Recognize how accounting firms are helping their family offices/HNW individual clients securely and efficiently manage their back-office work
  • Identify best practices and tools to grow your business
  • Indicate how to quantify the value of your services for these clients

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.

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