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Scaling Your Family Office With Bill Pay Automation

SCALING YOUR FAMILY OFFICE WITH BILL PAY AUTOMATION

Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 26, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

The ever-increasing complexity of high-net-worth families demands more comprehensive advice, deeper insights, and added value from their advisors. Is your practice equipped to meet these evolving expectations? It doesn’t need to be a cumbersome or complicated endeavor for your firm or your clients. 

John Yeager, of Whitley Penn, will join CPA.com’s Senior Director of CAS Professional Services, Kim Blascoe, and a family office technology expert from BILL in this session designed specifically for firm leaders within family office practices looking to streamline their bill pay operations with technology that enables automation, approval workflows, and many ways to pay. By reducing dependency on manual processes, these innovations free up your team to focus on high-value, advisory-level services that enhance client relationships and drive practice growth. 

Learning Objectives: 


  • Recognize the impact of automation tools in family office practices

  • Identify strategies for leveraging technology to unlock new growth opportunities and enhance client relationships

  • List best practices for integrating technology solutions to achieve higher efficiency and client satisfaction

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Kimberly Blascoe

CPA.com
Senior Director
[email protected]
(855) 855-5CPA

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Kim leads CPA.com’s CAS 2.0 practice transformation programs, focusing on helping firms establish and grow optimized CAS practices through consulting, practice development, and training offerings.

Prior to joining CPA.com, Kim’s career was spent more than 30 years in public accounting, with the last 13 years at Wipfli, LLP. During her time at Wipfli, Kim led their CAS practice, providing a value-driven client experience utilizing an industry-focused U.S. and offshore team delivered through an innovative digital platform. Most recently, she turned her focus to the Wealth & Asset Management industry, where she led the Broker-Dealer & Advisor Network segment of the vertical.

Kim graduated from Montana State University with a Bachelor of Science, majoring in Accounting. She lives outside Phoenix, AZ, with her family.

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John Yeager

Whitley Penn LLP
Managing Director
[email protected]
(214) 393-9570

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John Yeager has over 20 years of experience in advisory, audit, strategic planning, business development and transformation, and relationship management. John primarily serves clients in the professional services, healthcare, real estate, and family office industries. He is passionate about growth, developing strong relationships with clients and partners, and helping clients transform how they do business.

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Bill Hamrock

BILL
Strategic Account Manager

(650) 621-7700

Billcom

Bill Hamrock is an experienced Enterprise Account Director with a demonstrated history of working in the computer software industry and servicing the CPA industry. His team at BILL works with the largest accounting firms in the country to simplify, standardize, and automate the financial process workflows for their clients. 

About Our Presenter

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CPA.com was formed by the American Institute of CPAs. AICPA leadership knew the unprecedented pace of technological change required firms to adapt quickly and overcome the challenges of the partnership model to meet that goal. It charged CPA.com management with creating a business model, value proposition and infrastructure to help firms identify emerging trends and technologies and provide education, training and resources that would accelerate adoption.

 

CPA.com serves as a catalyst in the development of virtual CFO/controller services by firms and is now shifting its focus to similar innovations in tax and audit practices, with an emphasis on automation, artificial intelligence and the adoption of blockchain technology.