Live webcast

Empowering CFOs: Navigating LP relations in a tech-driven world

Harness technology, achieve the optimal target operating model

October 23, 2024
Event details
Date and time

Wednesday, October 23, 2024

1 p.m. EDT | Noon CDT

Intended audience

CFO, Controller, Tax Executive, Investor Relations

Duration

60 minutes

CPE credits

One CPE credit will be issued to eligible participants

Fee

Complimentary

Event overview

In a rapidly evolving financial landscape, chief financial officers face increasing pressure to manage limited partner (LP) relations effectively while ensuring that their firms remain agile and data-driven. This webcast will provide attendees with the insights and tools needed to overcome these challenges and lead with confidence.

During our hour together, we’ll dig into the following areas:

  • Navigating LP relations in a tech-driven environment: Learn how to manage and strengthen LP relations by leveraging technology to improve communication, transparency and trust.
  • Mastering data management for strategic decisions: Discover how CFOs are utilizing both internal and external data to drive more informed decision-making and maintain a competitive edge.
  • Adapting to market shifts: Understand the strategies firms are using to stay agile in a constantly changing market, and how technology can support these efforts.
  • Showcasing operational excellence: Gain insights into how your firm can demonstrate operational excellence through efficient investor onboarding, comprehensive data management and streamlined reporting processes.
  • Enhancing responsiveness with technology: Explore how the latest technological advancements can help you respond to investor requests more quickly and accurately, ensuring satisfaction and trust.

Presenters

Michael Carrillo  |  Business Development Director  |  RSM US LLP

Kamil Godlewski  |  Strategic Product Manager  |  Allvue


Learning objectives

Upon completion of this webcast, attendees will be able to:

  • Understand the role of technology in limited partner (LP) relations: Learn how to leverage technology to enhance communication, transparency and trust, including specific tools and strategies that can streamline interactions and improve investor satisfaction.
  • Develop strategies for effective data management: Gain insights into best practices for managing both internal and external investment data, with a focus on how to use data-driven decision-making to navigate complex market conditions and demonstrate operational excellence to investors.
  • Apply operational excellence techniques: Discover how to implement firmwide strategies that showcase operational excellence, including efficient investor onboarding, comprehensive reporting methods and the use of technology to accelerate responses to investor requests.

CPE credits

CPE credit available
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: Finance
CPE: 1.0 credits per webcast

Event details
Date and time

Wednesday, October 23, 2024

1 p.m. EDT | Noon CDT

Intended audience

CFO, Controller, Tax Executive, Investor Relations

Duration

60 minutes

CPE credits

One CPE credit will be issued to eligible participants

Fee

Complimentary

Register