Achieve Operational Excellence in Your Family Office Practice Webinar
Event Details
Family offices are prime for technology automation in 2025 to help address common challenges such as evolving family needs, cybersecurity threats, talent shortages, and more. In this webinar, CPA.com’s Kim Blascoe and Sophia Loh, Family Office Partner at Frank, Rimerman +Co., will provide a workshop-style update on how top firms are putting technology to use in their operations.
Upon conclusion of this session, attendees will:
- Recognize key factors that enable family office firms to achieve operational excellence, driving efficiencies while future-proofing their business
- Distinguish the role of technology in family offices and how to integrate solutions to enhance data management, reporting, and overall workflow.
- Assess how cybersecurity risks could affect their firm and clients while identifying strategies to safeguard sensitive information by design.
- Evaluate the benefits of outsourcing non-core functions to enable focus on delivering value, reducing costs and mitigating risks for high-net-worth families.
Cost: Free
CPE Credits: 1.0 hour
Field of Study: Business Management & organization
Knowledge Level: Basic
Instructional Method: Group Internet Based
Prerequisites: None
Advanced Preparation: None
Location: Online
Family offices are prime for technology automation in 2025 to help address common challenges such as evolving family needs, cybersecurity threats, talent shortages, and more. In this webinar, CPA.com’s Kim Blascoe and Sophia Loh, Family Office Partner at Frank, Rimerman +Co., will provide a workshop-style update on how top firms are putting technology to use in their operations.
Upon conclusion of this session, attendees will:
- Recognize key factors that enable family office firms to achieve operational excellence, driving efficiencies while future-proofing their business
- Distinguish the role of technology in family offices and how to integrate solutions to enhance data management, reporting, and overall workflow.
- Assess how cybersecurity risks could affect their firm and clients while identifying strategies to safeguard sensitive information by design.
- Evaluate the benefits of outsourcing non-core functions to enable focus on delivering value, reducing costs and mitigating risks for high-net-worth families.
Cost: Free
CPE Credits: 1.0 hour
Field of Study: Business Management & organization
Knowledge Level: Basic
Instructional Method: Group Internet Based
Prerequisites: None
Advanced Preparation: None
Location: Online