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UID:10009499-1753282800-1753286400@www.freelivecpe.com
SUMMARY:Your Tech-Enabled Family Office Practice: Elevating Trust Through Continuous Improvement
DESCRIPTION: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. \n\n\n\nIn this webinar\, Kim Blascoe\, senior director of CAS professional services at CPA.com\, will be joined by a family office practice leader to unpack how firms can continuously improve their internal operations\, such as their workflows and automations\, to make certain that they have the proper stature to provide data-driven insights to their clients. \n\n\n\nLearning objectives: \n\n\n\nDistinguish between core technologies to implement in your practice vs. niche technology  \n\n\n\nRecognize how modern firms are leveraging technology and best-practices to provide value to their high-net-worth clients through their family office practice \n\n\n\nIdentify ways to structure data\, create seamless automations\, and document workflows to optimize your operations \n\n\n\nIndicate which improvements your family office practice can make to have an immediate impact and boost client value
URL:https://www.freelivecpe.com/event/your-tech-enabled-family-office-practice-elevating-trust-through-continuous-improvement/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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DTSTART;TZID=America/New_York:20250724T140000
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UID:10009432-1753365600-1753369200@www.freelivecpe.com
SUMMARY:Outsourcing – Why Would I Ever Do That?
DESCRIPTION:Attend a complimentary panel discussion focused on the benefits of adopting an outsourced model. Gain perspectives from CLA professionals and their clients. \n\n\n\nAt the end of this session\, you’ll be able to:\n\n\n\n\nIdentify the advantages of outsourcing some or all your accounting tasks\n\n\n\nRecall the technical knowledge you learned from nonprofit industry trained professionals\n\n\n\nRecall how to enhance efficiency in accounting and finance\n\n\n\nIdentify how outsourcing transforms finance teams and enhances internal controls\n\n\n\nRecognize strategies to help reduce costs\n\n\n\n\nWho should attend\n\n\n\nThis session is designed for CFOs\, finance directors\, controllers\, nonprofit executives\, and accounting managers exploring outsourced finance services. \n\n\n\nQuestions?\n\n\n\nContact CLA’s meetings\, events\, and experience team at CLAevents@CLAconnect.com. \n\n\n\nCPE\n\n\n\nRecommended CPE: 1 credit\, Business Management and OrganizationPrerequisites: NoneProgram level: OverviewAdvance preparation: NoneDelivery method: Group Internet Based \n\n\n\nView CPE sponsorship information
URL:https://www.freelivecpe.com/event/outsourcing-why-would-i-ever-do-that/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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