The Evolving Role of Family Office CFOs - Leveraging Technology to Power Decision-Making
Overview
The way work happens within Family Offices has changed – we are mobile, social, flexible, and adept at change. We trust data and expect technology to provide the solution to make us more efficient, productive and allow us to remain ahead of the curve. This new dynamic has made its way to the role of the CFO, which has undergone more changes in the past five years than the previous 50. This has created a new breed of finance leader – CFO 3.0. Now more than ever before, Family Office CFOs and finance leaders are playing an increasingly pivotal role in leading their businesses during a disruptive and ever-shifting landscape.
During this session, Ben Collins from Sage Intacct will touch upon the following themes:
- How the role of the CFO is evolving, driven by a need for digitalization within the broader wealth management industry
- Why finance leaders need to continue investing in training and educating their teams on the role digitalization will play
- The ways modern finance leaders are embracing the future and investing in emerging technologies
We hope you can join us for what promises to be an enlightening look at how you can harness the power of a new breed of technology tools to not only show where you are today – but help guide where your organization is headed tomorrow.
Ben Collins, Senior Director, Financial Services Industry Marketing, Sage Intacct, Inc.