Complimentary Online Series

Four-week online event series for finance leaders in the financial services industry.

About the Sage Intacct Financial Services Forum

Join us each week for some insightful conversation and take the opportunity to network and learn with your financial services finance peers. The financial services industry is experiencing lots of change, but how can we, as finance leaders, lead our organizations forward and support growth? Let’s discuss and share strategies for gaining visibility and insight into organization financials, using technology to drive growth, and insights into what’s next for the financial services industry. See below for the series schedule and descriptions for all four complimentary sessions.

Weekly Virtual Sessions

September 16 - October 14

Register for all sessions

Schedule

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. Get to know Angelo Robles - see podcast link below.

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. Get to know Karen Larkin - see podcast link below.

The Power of Budgeting, Planning & 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.

October 7
11am PDT / 2pm EDT

KPIs & Metrics that Matter 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.

October 14
11am PDT / 2pm EDT

 

Speakers

 
Bruce Callahan

Bruce Callahan

VP & Controller

Cresa Global

 
Jade Cole

Jade Cole

CTO

Limelight

 
Diana Ermini

Diana Ermini

Director of Financial Services Vertical

Sage Intacct

 
Walter Hicks

Walter Hicks

Senior Solution Consultant

Sage Intacct

 
Karen Larkin

Karen Larkin

CFO

Beemok Capital

 
Angelo Robles

Angelo Robles

Founder & CEO

Family Office Association

 

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