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Free cpe webinars
Delivering More Value for Family Office Clients Through an Integrated Tech Stack


Cost Free
Presentation Length 1.0 hour

Recorded DateJune 14, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

For accounting firms servicing family office clients, being able to access real-time accurate data is critical. However, too much valuable time can be spent compiling and integrating information from multiple entities or other manual workflows that lack standardization. These tasks can be time-consuming and complex, taking focus away from building more meaningful financial and business insights that support clients in their financial decision-making.

In this webinar, our expert panel will discuss how they are able to increase productivity, drive efficiency, and engage employees by applying CAS best practices to their family office clients. Through an integrated tech stack, they have been able to free up employee time to focus on building key insights that deliver new value for clients. For these firms and family offices, the investment in technology and the investment in staff go hand in hand.

Learning Objectives:

  • Recognize how to increase the value of engagements with family offices and deep-end client relationships

  • Identify how to utilize dashboards and platforms to pull insights from accurate, real-time data that aid in financial decision-making

  • Determine how an integrated tech stack plays a key role in a firm's ability to recruit, engage, and retain talented people

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Jeremiah LaRue
Senior Product Marketing Manager

(855) 855-5CPA


Jeremiah is a collaborative and creative product marketer in tax technology with over a decade of experience working in the tax & accounting profession as a technical trainer and consultant helping to lead firms through technology change and as a product manager owning and driving large-scale tax product rollouts and roadmaps. As a Product Marketing Manager at, Jeremiah is responsible for driving awareness, growth, and GTM strategy for the product & services portfolio.

He is also fluent in Spanish and passionate about multiculturalism and global philanthropy. Jeremiah lives in Ypsilanti, Michigan, with his wife and daughter, where he enjoys playing and watching ice hockey, mentoring youth in the area, and spending time with his big, loud, and lovable family.


John Russo

Sage Intacct, Inc.
Strategic Partner Executive

(877) 437-7765

Sageintacct logo

John Russo is based out of New York, New York, United States, and works at Sage Intacct, Inc. as SIAP Partner Executive.

John consults with a select group of top-performing accounting firms and BPO Partners to help them maximize the benefits of the cloud-based Sage Intacct ERP platform and ecosystem partners. Working as part of a cross-functional team, John collaborates with Product Management, Marketing, Training, Customer Support, Engineering, and Finance to help build the GTM strategy and deliver on ambitious growth goals.


Irfan Dossani

Whitley Penn LLP
Client Accounting & Advisory Services Partner


Irfan Dossani has more than 20 years of tax compliance and consulting, accounting, and business advisory experience focused on privately held companies and entrepreneurs. His areas of practice include tax planning, mergers and acquisitions and accounting systems design consulting. He serves as partner in charge of CAAS, Whitley Penn’s outsourced accounting solutions practice line.

Irfan’s specific experience focuses on healthcare, professional services, real estate, financial services, and technology sectors. He is passionate about innovation and transformation and leads many of these initiatives for Whitley Penn.

About Our Presenter

Cpacomlogo 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 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. 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.