See how EisnerAmper supports more than 175 families with personalized, concierge-style experience through automation.

For family offices, the challenge isn't just volume—it's maintaining a white-glove experience while managing complexity.

Join us on June 18 at 10 am PT as we sit down with Melanie Satisky (COO) and Richard Root, CPA (Director of Family Office Services) at EisnerAmper.

You’ll learn how to:

  • Analyze workflows to shift from manual fragmentation to automation that frees time for concierge-level services.
  • Implement robust internal controls to mitigate fraud and maintain transparency for HNW family members.
  • Apply standardization principles and AI to manage high-volume processes like W-9 collection for complex entities without sacrificing transparency and control.
  • Deploy mobile-first, self-serve technology to deepen relationships with younger and next-generation wealth holders.

Secure your spot now to see how EisnerAmper embeds BILL into its core operations for family offices and earn 1 CPE credit.

Bonus:

Don't miss an exclusive 20-minute product walkthrough after the main session and get a guided look at the BILL platform, including technology that powers EisnerAmper's biggest game changers for automated bill pay service. Explore key processes and features that streamline the AP lifecycle, including invoice workflows and customizations, the BILL mobile apps, and vendor management.

In this short session, we'll dive into real examples, including:

  • How standardized AP workflows run in BILL for high-volume, high-scrutiny environments
  • Mobile approvals and on-the-go visibility for busy family members
  • The BILL W-9 Agent, which autonomously emails vendors to collect and enter W-9s, eliminating over 80% of the manual steps involved

Note: No CPE credit for the 20-minute walkthrough.

Meet the speakers

Meet the speaker

Melanie Satisky
Chief Operating Officer (COO)

Melanie Satisky has more than 30 years of experience in accounting across both the public and private sectors, with additional leadership experience in information technology and family office roles. Melanie currently serves as Chief Operating Officer for Family Office Services, where she oversees operations, controls, and technology-enabled processes that support high‑net‑worth families with efficient, secure, and scalable service delivery.

Meet the speakers

Melanie Satisky
Chief Operating Officer (COO)

Melanie Satisky has more than 30 years of experience in accounting across both the public and private sectors, with additional leadership experience in information technology and family office roles. Melanie currently serves as Chief Operating Officer for Family Office Services, where she oversees operations, controls, and technology-enabled processes that support high‑net‑worth families with efficient, secure, and scalable service delivery.

Richard Root
Director - Family Office Services

Richard Root is a Director in the Family Office Services practice, within the firm’s Outsourced Services Group. He has more than 30 years of experience providing comprehensive services to ultra-high-net-worth individuals, corporate executives, and institutional clients. Richard has hands-on experience operating all aspects of managing a personal services business. He also specializes in providing outsource CFO and family office services to clients.

Meet the speakers

Melanie Satisky
Chief Operating Officer (COO)

Melanie Satisky has more than 30 years of experience in accounting across both the public and private sectors, with additional leadership experience in information technology and family office roles. Melanie currently serves as Chief Operating Officer for Family Office Services, where she oversees operations, controls, and technology-enabled processes that support high‑net‑worth families with efficient, secure, and scalable service delivery.

Richard Root
Director - Family Office Services

Richard Root is a Director in the Family Office Services practice, within the firm’s Outsourced Services Group. He has more than 30 years of experience providing comprehensive services to ultra-high-net-worth individuals, corporate executives, and institutional clients. Richard has hands-on experience operating all aspects of managing a personal services business. He also specializes in providing outsource CFO and family office services to clients.

Register for the webinar

Register Now

Earn 1 CPE credit

Field of study: Business management and organization

Level: Intermediate

Prerequisite: None

Advance preparation: None required

Delivery method: Group internet-based

Who should attend: Wealth management firms, family offices, accounting firms

Recommended CPE credit(s): 1

Event inquiries: For inquiries as well as complaints concerning this virtual event, you are welcome to send an e-mail message to accounting@hq.bill.com.

Please note that only those who attend the live session on June 18, 2026, 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 June 18, 2026, 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.

National Registry of CPE Sponsors logo