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Advisor Technology

 

MODERATOR

Diana Ermini
Director of Financial Services

Sage Intacct

 

Tuesday

Dec. 8, 2020

2 PM ET

11 AM PT

 

 

 

 

Case Study: Best Practices of a Modern Financial Services Firm

Did you know that, according to PWC benchmark data, top performers in finance spend 20% more time on analysis versus data gathering—and, on average, are able to run their practice at a 36% lower cost? How are they doing it, especially in today’s challenging business climate?

Attend this webinar and discover how Isaac Strulowitz, CFO of CoVenture* learned to transform the role of CFO by incorporating cloud-based solutions that automate accounting processes—from the most basic to the most complex—to improve productivity, gain real-time visibility, and grow the business without the need for excessive hiring. Learn more.

Register now to learn how to streamline finance processes while:

  • Reducing monthly close time by 40–65%

  • Cutting audit time up to 70%

  • Adding an entity in minutes

  • Create a remote-friendly culture with your team(s)

*CoVenture invests in technology through multiple strategies. It provides and manages alternative credit opportunities and invests in early-stage technology companies.

 

REGISTER NOW

 

CFP, CIMA®, CPWA®, and AEP® CE Credits have been applied for and are pending approval.

 

 

 

PRESENTER

Isaac Strulowitz

CFO
CoVenture*

 

 

 

SPONSORED BY:
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