Technology Innovations for Improving Family Office Operations
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:
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Identify the latest advancements in technology impacting the Family Office sector.
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Evaluate the most common tools used in family offices for investment and financial reporting.
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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
Bill Topel
Client Executive Director, BDO Digital
BDO USA
Kent Lawson
Chief Information Officer, Family Office Exchange
FOX
Pamela Martin
Tax Senior Manager, BDO Family Office Services
BDO USA
Rachel Caviness
National Relationship Director, Private Client & Family Office Services
BDO USA