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Operational excellence for the family office: Streamline processes to facilitate sustainable growth
November 14, 2023 @ 1:00 pm - 2:00 pm EST
Free
Participants of the free live webinar will be eligible for 1 CPE credit.
Family offices are asking: Does our current operating model provide the transparency and efficiency we need today while still being flexible enough for tomorrow?
The forces of change impacting the family office are complex, raising concerns about whether the organization can react, adapt and continue to support the family goals.
RSM US LLP is pleased to offer a four-part webcast series centered on operational excellence in the family office. This complimentary CPE-qualified program will provide unique insights and strategies to help family offices adapt and plan for long-term impact. Watch the recordings of sessions 1-3 and register for the remaining session today!
Learning objectives
By the end of this presentation, participants will be able to:
- Discuss how streamlined processes can create family office efficiencies and operational value
- Explain the risk factors and triggers that point to a need for updated processes
- Determine whether to eliminate, automate, outsource or enhance processes to meet family office needs
CPE credits
RSM US LLP is pleased to offer 1.0 CPE credits for attending each webcast. To qualify, you must log in to the webcast and provide your first name, last name and email address. You must remain logged in for a minimum of 50 minutes and answer 75 percent of the polling questions to receive credit. Group CPE is not available. For more information regarding administrative policies, such as refunds, cancellations and complaints, please contact us.
RSM US LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Advance preparation: None | Program level: Basic | Prerequisites: None | Delivery method: Group internet-based
Field of study: Specialized Knowledge and Applications | CPE: 1.0 credits per webcast
