Archive
Recorded on January 4th 2022
About the Moderator
Laura Macca, Technology, Operations & Transformation Leader
Laura is a technology, Transformation, Operations, and Strategy Leader with extensive track record in leading complex global transformation projects. Deep expertise in optimizing cross-disciplinary processes and accelerating technology-powered transformation to drive efficiencies, mitigate risk and generate revenue.
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More about Laura
Laura is known for:
- Building and organizing teams for sustained results and developing talent to realize potential.
- Driving results through effective governance & structure design, alignment of digital strategy with firm strategy & goals, and data-driven metrics for success.
-Key stakeholder in change management strategy and execution including brand, reputation, influencing stakeholders, and user adoption.
Laura brings experience in solutions in areas such as business intelligence, data visualization, process optimization and automation, post transaction digital transformation, IT strategy and execution as well as office of the CTO/CIO Services.
About Sage Intacct
Represented by Ben Collins, Senior Director, Financial Services Industry Marketing
Sage Intacct offers cloud-based accounting solutions tailored for family offices, designed to streamline financial management and enhance data visibility. This platform automates complex financial processes, facilitating real-time analytics and multi-entity consolidations, which is critical for managing diverse and dynamic investment portfolios typical of family offices.
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More about Sage
Key features include customizable financial dashboards for deeper insights and an integration-friendly environment that connects with other business tools to maintain cohesive operations across financial and operational domains.
For family offices looking to optimize their financial workflows, Sage Intacct provides tools that automate time-consuming tasks and offer comprehensive, GAAP-compliant financial reporting. This helps family offices manage their assets more efficiently, enabling them to focus on strategic decision-making and growth. The platform also supports robust security measures to protect sensitive financial data, ensuring that family offices can safely transition to cloud-based solutions without compromising data security or privacy.
About Arch
Represented by Ryan Eisenman, Co-Founder and CEO
Arch is the digital admin for private investments. Created to solve administrative pain from managing investment operations, Arch leverages software and industry leading insights to power private investment operations. We're building the infrastructure to make private investing secure, efficient, and standardized.
