Recorded webcast

Empowering CFOs: Navigating LP relations in a tech-driven world

Harness technology, achieve the optimal target operating model

October 23, 2024
Event details
Date and time

Wednesday, October 23, 2024

Recorded, watch anytime

Intended audience

CFO, Controller, Tax Executive, Investor Relations

Duration

60 minutes

Event overview

In a rapidly evolving financial landscape, chief financial officers face increasing pressure to manage limited partner (LP) relations effectively while ensuring that their firms remain agile, and data driven. The webcast provided attendees with the insights and tools needed to overcome these challenges and lead with confidence.

Key takeaways from the webcast include:

  • Strengthening LP relations: Leverage technology to enhance communication, transparency, and trust with your Limited Partners.
  • Data-driven decision-making: Use both internal and external data to make informed decisions and stay competitive.
  • Operational excellence: Streamline investor onboarding and reporting processes to demonstrate firm-wide efficiency.

If you missed any part of the session or would like to revisit specific sections, you can access the on-demand recording here: 

We encourage you to apply the insights gained to enhance your firm’s operations and strengthen LP relations. Feel free to reach out if you have any questions or need further information.


Presenters

Michael Carrillo  |  Business Development Director  |  RSM US LLP

Kamil Godlewski  |  Strategic Product Manager  |  Allvue


Event details
Date and time

Wednesday, October 23, 2024

Recorded, watch anytime

Intended audience

CFO, Controller, Tax Executive, Investor Relations

Duration

60 minutes

Additional resources