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Live webcast

Quarterly Webcast Series: Journey toward operational excellence in the family office

Aug 15, 2023
Event details
Date and time

Tue, Aug 15, 2023

1 p.m. ET | Noon CT

Intended audience

Family office executives, family members and their advisors

Duration

60 minutes

CPE credits

One CPD credit for each session will be issued to eligible participants

Fee

Complimentary

Series overview

Family offices are asking: Does our current operating model provide the transparency and efficiency we need today while still being flexible enough for tomorrow?

The forces of change impacting the family office are complex, raising concerns about whether the organization can react, adapt and continue to support the family goals. 

RSM US LLP is pleased to offer a four-part webcast series centered on operational excellence in the family office. This complimentary CPE-qualified program will provide unique insights and strategies to help family offices adapt and plan for long-term impact. Watch the recordings of our first and second sessions and register for the remaining two sessions today!

Session 3: Operational excellence for the family office: Use technology to unlock the power of your data
Tuesday, Aug. 15, 2023, at 1 p.m. ET

Session 4: Operational excellence for the family office: Streamline processes to facilitate sustainable growth
Tuesday, Nov. 14, 2023, at 1 p.m. ET

Recording and slides

Session 1: Achieve operational excellence in the family office
Tuesday, Feb. 21, 2023, at 1 p.m. ET

Download webcast slides
Read the synopsis

Session 2: Operational excellence for the family office: Empower high-performance teams to deliver value
Tuesday, May 16, 2023, at 1 p.m. ET

Download webcast slides

Learning objectives

By the end of this presentation, participants will be able to:

  • Explain key talent trends impacting family offices
  • Describe important factors family offices face when hiring and retaining talent
  • Compare differences and benefits of both insourcing v. outsourcing for a family office

CPD credits

This event may qualify for up to 1 hour of verifiable CPD for Canadian CPAs, depending on provincial CPD requirements.

RSM Canada LLP is pleased to offer 1.0 CPD credits for attending each webcast. To qualify, you must log in to the webcast and provide your first name, last name and email address. You must remain logged in for a minimum of 50 minutes and answer 75 percent of the polling questions to receive credit. Group CPD is not available. For more information regarding administrative policies, such as refunds, cancellations and complaints, please contact us.


Advance preparation: None | Program level: Basic | Prerequisites: None | Delivery method: Group internet-based
Field of study:   Specialized Knowledge and Applications | CPE: 1.0 credits per webcast

 

Event details
Date and time

Tue, Aug 15, 2023

1 p.m. ET | Noon CT

Intended audience

Family office executives, family members and their advisors

Duration

60 minutes

CPE credits

One CPD credit for each session will be issued to eligible participants

Fee

Complimentary

Register

Please select all of the webcasts in this series you would like to attend.

You may withdraw your consent to receive these communications from RSM Canada LLP, RSM Canada Consulting LP, and RSM Canada Limited, at any time by using the unsubscribe functions present in our communications.

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