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.