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Event type:
ON-DEMAND WEBCAST
Event location:
Online
Recommended CPE Credits:
Please note: CPE credits are not awarded for webcast replay.
Event audience:
CFOs, CAOs, controllers, tax executives and other accounting and finance executives
Event contact details:
Executive Forum 2023 Rebroadcast: Asset Management Industry: Driving Growth: Enhancing Operational Efficiency and Risk Resilience for Asset Managers
Event description
The Executive Forum Webcast 2023 is back by popular demand! We’re excited to offer this replay option for four of our industry focused CPE eligible sessions.
Join us for an insightful webcast focused on the evolving landscape of Asset Management. As the industry experiences continued volatility and heightened regulatory complexities, the need to enhance operational efficiency and risk resilience to drive growth has never been more critical.
Please note, if you attended any of these previous live sessions in November and completed the CPE requirements, you will not be eligible to earn additional CPE credits by attending the replays. CPE credits can only be given once per session.
Date and time
Original broadcast Thursday, December 14, 2023 1:00 PM ET - 2:00 PM ET
Recommended CPE credits
Please note: CPE credits are not awarded for webcast replay.
Learning objectives
- Operational efficiency for growth: Identify strategies to adapt your operating model to meet the demands of high growth, automate crucial processes, and leverage AI and data-driven insights for proactive decision-making
- Risk management & safeguarding assets: Recognize how to navigate internal audit and controls to secure business assets effectively and address emerging risks. Discover how this adds value to your organization through enhanced operations and robust risk assessment
- Cybersecurity risk disclosure: Define the latest regulatory updates. Identify the SEC's new rules for cybersecurity disclosures for public companies. Discover how these changes impact your business and steps to achieve compliance
- Define insights into a framework for strategic outsourcing, and the various considerations to explore when engaging service providers. Discover how this approach can make an impact on your organization
Grant Thornton speakers:
Michael C. Patanella
National Managing Principal, Asset Management Industry
Grant Thornton Advisors LLC
Partner, Audit Services, Grant Thornton LLP
Michael has been with Grant Thornton for over 14 years. He has been an audit partner for 9 years, and has served as the National Asset Management sector leader for approximately 4 years.
New York, New York
Industries
- Asset management
- Private equity
Service Experience
- Audit & Assurance
Scott McGurl
Principal, Growth Advisory Services
Grant Thornton Advisors LLC
Scott has worked in industry and management consulting environments for over 25 years supporting clients define and achieve their business transformation objectives.
Tampa, Florida
Industries
- Life sciences
- Healthcare
- Manufacturing, Transportation & Distribution
- Technology, media & telecommunications
- Retail & consumer brands
Service Experience
- Advisory
- Human Capital Services
- Transaction advisory
Charmone Adams
Leader, Advisory Services, Asset Management
Principal, Risk Advisory Services
Grant Thornton Advisors LLC
Charmone is a Principal in the Risk Advisory Services practice. Charmone has a diverse background in public and private accounting which spans across multiple industries.
Manhattan, New York
Industries
- Asset management
- Private equity
- Banking
Service Experience
- Advisory
- Risk advisory
Recommend field of study
Specialized Knowledge
Program level
Overview
Prerequisite
None
Delivery method
Group - Internet
If you have any questions or encounter any difficulties while enrolling, please contact technical support via email at webcastCOE@us.gt.com, or visit our webcasting frequently asked questions page.
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