Learn how the right accounting tech stack can help family offices scale and grow.
Join us for an exclusive conversation featuring our partner SumIt and customer Mariner, a leading national wealth advisory firm. In this webinar, you'll hear how Mariner transformed their accounting operations using BILL’s AP automation and SumIt’s accounting platform to create a powerful tech stack purpose-built for family offices.
Discover how the two solutions helped Mariner:
- Reduce manual accounting tasks
-
-
- Save time and improve operational efficiency
-
- Refocus their team’s energy on delivering exceptional client service
-
Whether you're a family office looking to optimize your back office or a finance leader seeking smarter solutions, this webinar will provide actionable insights into modernizing your accounting workflows.
Save your spot today and learn how to bring automation, accuracy, and agility to your accounting process.
About the Speakers
As Director of CFO Services, Phil Boscarino leads the strategic and operational direction of the firm’s CFO Services division, overseeing a team dedicated to delivering comprehensive financial oversight, reporting, and advisory solutions for ultra-high-net-worth families and family offices.
With a focus on precision, efficiency, and proactive guidance, Phil ensures that every client engagement integrates seamlessly across accounting, wealth management, and estate structures. He partners closely with advisors and clients to translate complex financial data into actionable insights that bring clarity, accountability, and long-term planning discipline to the family enterprise.
Phil is a Certified Financial Planner professional (CFP®) and earned his Bachelor of Science in Accounting from California State University, Chico, where he played for the Wildcats Baseball Team.
Alex has 15 years of comprehensive experience in the accounting industry. Focused on the intersection of finance and technology, he has built a strong foundational expertise in risk management, compliance, and new technology integration during their tenure as a financial statement auditor.
Today his professional focus is on identifying and implementing cutting-edge technology solutions to modernize accounting operations in the wealth management space. He is passionate about leveraging automation, AI, and data analytics to transform traditional finance functions into strategic business assets.
Driven by his experience leading his family's real estate ventures in France and China, Alex founded SumIt in partnership with 30+ family office advisors to simplify family office accounting. SumIt now serves some of the largest single and multi-family offices in the US.
SumIt is the simplest multi-entity general ledger for wealth management. SumIt’s Addepar and BILL integrations, combined with purpose-built reporting and AI-powered workflows, give accounting professionals confidence and time back in managing complex family office financials.
Earn CPE Credit
Please note that only those who attend the live session on December 11, 2025, will have the opportunity to earn continuing professional education (CPE) credit in connection with the session during this virtual event. Because there is no charge to register for this virtual event, there are no refunds following registration for this virtual event.
To be eligible to earn one CPE credit during the live session December 11, 2025, you must answer at least three polling questions while attending the session 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.