United States

Enhancing family offices – webcast series

Transforming your family office through technology solutions

RECORDED WEBCAST  | 

As our way of living has shifted, family offices have gone through a number of transformative changes. RSM is pleased to offer a three-part webcast series exploring how family offices can take a holistic approach to technology ecosystems. We will explore different ways to drive value and growth by leveraging technology, enterprise resource planning tools and tax technology platforms. We will also cover how family offices can maintain awareness of current security threats. We invite you to join us for one or all three of these 30-minute sessions. 


Session 1: Building an eco-system that is fully optimized for your family office

Tuesday, Sept. 1, 2020

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Key topics:

  • Integrating technology into your family office
  • How to leverage technology to enhance opportunities for growth
  • How to take a holistic view of your office’s data
  • Ensuring your family office is effectively utilizing technology

Our speakers

Brad Collins

Principal

Jeff Johannesen

Chief Strategy & Innovation Officer

Jeff Johannesen, RSM National Tax Leader, has been with the firm since 1981. Areas of focus include tax services and operations.

Areas of focus: Tax Services, Operations


Session 2: How tax software and automation tools can provide efficiencies

Wednesday, Sept. 16, 2020

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Key topics:

  • Automation, data integration and aggregation are keys to value creation  
  • Real-time data insights can highlight opportunities 

Our speakers

Brad Collins

Principal

Michael Johnson

Partner


Session 3: Combating technology challenges within your family office

Wednesday, Sept. 30, 2020

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This session will review the following challenges:

  • Working from new and diverse locations
  • Maintaining appropriate security and controls
  • Being aware of current security threats

Our speakers

Christina Churchill

Principal

Tauseef Ghazi

Principal

Event details

Who should attend
Family office executives, family members and their advisors

More information
Email us or call +1 800 274 3978