Discover, Network, and Thrive with Your Peers!

Join us as our partner, Sage Intacct, hosts a complimentary 4-week online Financial Services Forum for leaders in the financial services industry.

In this series, 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.

We invite you to mark your calendars and join us on Wednesdays for the next four weeks.

Schedule of Sessions:

Wednesday, September 16th – The Future of Wealth Management: What’s Happening Now?

Watch On-Demand

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 23rd – Best Practices of a Modern Financial Services Firm: A CFO’s Journey

Click to Register for this Session

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 7th – The Power of Budgeting, Planning, and Forecasting During Uncertain Times

Click to Register for this Session

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 14th – KPI’s and Metrics for Financial Services Firms

Click to Register for this Session

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.

One lucky attendee in EACH session will win a set of Apple AirPods!