Person using a laptop computer

Finance Leaders: Join Us For An Online Financial Services Forum Series

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 16thThe 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 23rdBest 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 7thThe 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 14thKPI’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!

Click Here To Register for ALL Sessions

Tags

Outgrowing Quickbooks?

Say goodbye to spreadsheet reporting and manual consolidations and start using a cloud-based financial management system.

Sage Intacct dashboards

Related Content

Wrap-Up: Reimagine Your Month-End Close with Sage Intacct

As the end of the month approaches, many finance and accounting teams brace themselves for the hectic period known as…

Best Practices to Perfect Your Month-End Close With Sage Intacct

As your business reaches the end of each month, your finances require precise maintenance, but that also means diving…

Decoding the Challenges of the Month-End Close

The month-end close is a critical process, and even more so because it affects all aspects of a business. Unfortunate…

Fast-Track Your Financials: Techniques to Slash Your Month-End Close

We know that you’re all too familiar with the fact that managing your company’s finances is a never-ending, ongoing t…

Take Control of the Month-End Close: A Checklist for Success

As a business owner, the end of the month can feel like a whirlwind: hectic, chaotic, and overwhelming. But by follow…

Managing Your Accounts Payable: A Guide for Small Business Owners

Are you tired of the countless hours spent managing your accounts payable (AP)? Do you want to streamline your accoun…

© Trusted CFO Solutions.