Your Tech-Enabled Family Office Practice: Elevating Trust Through Continuous Improvement
Free Live CPE Webinars New York
Free
5 events found.
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No events scheduled for July 21, 2025.
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No events scheduled for July 22, 2025.
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No events scheduled for July 25, 2025.
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No events scheduled for July 26, 2025.
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No events scheduled for July 27, 2025.
Week of Events
Monday, July 21, 2025
No events on this day.
Tuesday, July 22, 2025
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Wednesday, July 23, 2025
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July 23, 2025 -Your Tech-Enabled Family Office Practice: Elevating Trust Through Continuous Improvement
Your Tech-Enabled Family Office Practice: Elevating Trust Through Continuous Improvement
Handling the financial operations for high-net-worth individuals has never been more complex. From high volumes of transactions to numerous legal entities and investments, family office practices have high stakes to have their processes, technology, and integrations in tip-top shape in order to realize the unique opportunity to become—and remain—a trusted advisor. In this webinar, Kim...
Free
Thursday, July 24, 2025
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July 24, 2025 -Outsourcing – Why Would I Ever Do That?
Outsourcing – Why Would I Ever Do That?
Attend a complimentary panel discussion focused on the benefits of adopting an outsourced model. Gain perspectives from CLA professionals and their clients. At the end of this session, you’ll be able to: Who should attend This session is designed for CFOs, finance directors, controllers, nonprofit executives, and accounting managers exploring outsourced finance services. Questions? Contact CLA’s meetings,...
Free
Friday, July 25, 2025
No events on this day.