Fireside chat: Managing complex assets for multi-family offices
Register. Learn. Earn.
Arc Management
CFP
This discussion will uncover the strategic approach Tate and his team take to streamline operations, enhance security, and maintain real-time visibility across dozens of budgets and entities. After attending, participants will be able to:
- Identify the biggest operational bottlenecks when managing complex asset portfolios.
- Analyze how advanced automation enhances visibility and control over HNW client spend.
- Apply strategies for scaling services without adding headcount or overhead.
- Evaluate the importance of risk mitigation and fraud prevention in a multi-entity environment.
Tate Henshaw, CFP®
Tate Henshaw executes for Grammy winners, NBA All-Stars, and international tech companies with the same laser focus that got him named as one of the top 40 accountants in America and one of the top 50 cloud accountants in North America. His experience with tour accounting, royalty administration, and fintech give Arc the ability to rival services provided by the top business managers in the industry. He brings this love of efficiency to the cloud accounting landscape via custom-curated ecosystems for his clients.
1Earn CPE credit
Field of study: Business management and organization
Level: Intermediate
Prerequisite: None
Advance Preparation: None
Delivery Method: Group internet-based
Recommended CPE Credit(s): Up to 1
Event inquiries: For inquiries as well as complaints concerning this webinar, you are welcome to send an email message to accounting@hq.bill.com.3
1Please note that only those who attend the live event will have the opportunity to earn continuing professional education (CPE) credit in connection with this event. Because there is no charge to register for this event, there are no refunds following registration. To be eligible to earn one CPE credit during each webinar of this event, you must answer at least three polling questions while attending the event for a minimum of 50 minutes. BILL is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.