Live webcast

Quarterly Webcast Series: Journey toward operational excellence in the family office

Nov 14, 2023
Event details
Date and time

Tue, Nov 14, 2023

1 p.m. ET | Noon CT

Intended audience

Family office executives, family members and their advisors

Duration

60 minutes

CPE credits

One CPE credit for each session will be issued to eligible participants

Fee

Complimentary

Series overview

Family offices are asking: Does our current operating model provide the transparency and efficiency we need today while still being flexible enough for tomorrow?

The forces of change impacting the family office are complex, raising concerns about whether the organization can react, adapt and continue to support the family goals. 

RSM US LLP is pleased to offer a four-part webcast series centered on operational excellence in the family office. This complimentary CPE-qualified program will provide unique insights and strategies to help family offices adapt and plan for long-term impact. Watch the recordings of our first and second sessions and register for the remaining two sessions today!


Session 4: Operational excellence for the family office: Streamline processes to facilitate sustainable growth
Tuesday, Nov. 14, 2023, at 1 p.m. ET


Recording and slides

Session 1: Achieve operational excellence in the family office
Tuesday, Feb. 21, 2023


Session 2: Operational excellence for the family office: Empower high-performance teams to deliver value
Tuesday, May 16, 2023


Session 3: Operational excellence for the family office: Use technology to unlock the power of your data
Tuesday, Aug. 15, 2023

Learning objectives

By the end of this presentation, participants will be able to:

  • Understand the current technology and data trends impacting family offices
  • Determine the most efficient ways to select and implement technology in unlocking the power of data
  • Increase the proper use of technology to achieve operational excellence

CPE credits

RSM US LLP is pleased to offer 1.0 CPE credits for attending each webcast. To qualify, you must log in to the webcast and provide your first name, last name and email address. You must remain logged in for a minimum of 50 minutes and answer 75 percent of the polling questions to receive credit. Group CPE is not available. For more information regarding administrative policies, such as refunds, cancellations and complaints, please contact us.

RSM US LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Advance preparation: None | Program level: Basic | Prerequisites: None | Delivery method: Group internet-based
Field of study:   Specialized Knowledge and Applications | CPE: 1.0 credits per webcast

Event details
Date and time

Tue, Nov 14, 2023

1 p.m. ET | Noon CT

Intended audience

Family office executives, family members and their advisors

Duration

60 minutes

CPE credits

One CPE credit for each session will be issued to eligible participants

Fee

Complimentary

Register

Please select all of the webcasts in this series you would like to attend.