Technology Innovations for Improving Family Office Operations

Webcast


1.0 CPE Credit

in the Field of Taxes

Delivery: This webcast will be delivered via the BDO Online CPE Network

Prerequisites: None

Advanced Prep: None

Program Level: Basic

Learning Objectives:

  • Identify the latest advancements in technology impacting the Family Office sector.

  • Evaluate the most common tools used in family offices for investment and financial reporting.

  • Develop strategies for gaining efficiencies and improving operational effectiveness in family offices.

BDO USA, P.C., 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 final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

Kent Lawson

Chief Information Officer, Family Office Exchange

FOX

Pamela Martin

Tax Senior Manager, Private Client & Family Office Services

BDO USA

Rachel Caviness

National Relationship Director, Private Client & Family Office Services

BDO USA

Contact

Kara Shively


Technical Support

+1 844-580-6963

BDO Employees

+1 844-580-6963

Share

Webcast


Contact

Kara Shively


Technical Support

+1 844-580-6963

BDO Employees

+1 844-580-6963

Share

Related Events & Webcasts