Discover. Network. Thrive. These are things we’re used to doing in-person. While most live events are cancelled, here’s a chance to learn and connect with other Financial Services leaders.
Join the Financial Services Forum – a complimentary, online series for financial leaders.
We will explore what’s happening in the financial services space, discuss how to gain real-time visibility and deeper insights using cloud financial management technology, and share proven tips and tricks on how to drive growth and make smarter, data-driven decisions with confidence.
Mark your calendars and join us on Wednesdays at 11:00am Pacific / 2:00pm Eastern starting today September 16. Sessions include:
Wednesday, September 16
The Future of Wealth Management: What’s Happening Now?
Hear from Angelo Robles, founder & CEO of Family Office Association, as he shares the key challenges and opportunities in the short-term future of wealth management.
Wednesday, September 23
Best Practices of a Modern Financial Services Firm: A CFO’s Journey
Talk with Karen Larkin, CFO of Beemok Capital, a leading single-family office, as she shares how she is maximizing productivity and driving growth in the cloud.
Wednesday, October 7
The Power of Budgeting, Planning, and Forecasting During Uncertain Times
Meet with Bruce Callahan, VP & Controller from Cresa Global, and Jade Cole, CTO of Limelight, as they share how budgeting, planning, and forecasting, if done properly, can positively impact the success of your financial services firm, especially during uncertain times.
Wednesday, October 14
KPI’s and Metrics for Financial Services Firms
Engage with Walter Hicks, financial services dashboard and KPI expert at Sage Intacct, as he walks through the ins and outs of financial and operational data that help you to make more informed decisions.
At MicroAccounting we provide our clients with the business solutions that help them succeed, like Sage Intacct. For more information about Sage Intacct give us a call at 855.876.3773 or email us at firstname.lastname@example.org.