BREAKOUT B: Family Office Business Process and Internal Control

One of the mandates for the financial executive is to ensure effective accounting controls and efficient processes. This session brings to life how two offices moved forward in addressing risk and growth issues that required a review of internal controls and business processes. Join this session to hear the approach, process, outcomes, and changes implemented in a family office and a multi-family office.  

You’ll learn:

• Processes used to review internal workflows and operations
• Steps taken to communicate with owners, management and team members
• Approaches to align roles and job responsibilities
• Insights on technology to support processes and the correct use of systems
• The use and role of outside advisors to facilitate change
• Lessons learned in shifting to new processes within the office