Free Webinar

The ever-increasing complexity of high-net-worth families demands more comprehensive advice, deeper insights, and added value from their advisors. Is your practice equipped to meet these evolving expectations? It doesn’t need to be a cumbersome or complicated endeavor for your firm or your clients.

John Yeager, of Whitley Penn, will join CPA.com’s Senior Director of CAS Professional Services, Kim Blascoe, and a family office technology expert from BILL in a live session designed specifically for firm leaders within family office practices looking to streamline their bill pay operations with technology that enables automation, approval workflows and many ways to pay. By reducing dependency on manual processes, these innovations free up your team to focus on high-value, advisory-level services that enhance client relationships and drive practice growth.

Learning objectives:

1. Understand the impact of automation tools in family office practices.
2. Identify strategies for leveraging technology to unlock new growth opportunities and enhance client relationships.
3. Distinguish best practices for integrating technology solutions to achieve higher efficiency and client satisfaction.