Roundtable discussion:

Adapting Business Acceptance Models
in an Evolving Landscape

Register your place today

No law firm operates exactly like it did several years ago — and nor should it. The business of law is constantly changing, and your firm’s operations and processes should likewise evolve to meet growing industry expectations. This includes updating your process for evaluating and onboarding new clients.

Join Intapp as we host roundtable discussions with your risk and compliance peers across the U.S. We’ll discuss strategies and best practices that leading firms can adopt to address client-driven challenges, including:

  • Ensuring compliance with policies and regulations related to employee financial interests.
  • Performing holistic assessments—key questions, metrics, and data sources
  • Streamlining lateral onboarding
  • Leveraging external data to provide early indicators of potential issues
  • Executing AML / KYC assessments—key questions, metrics, and data sources
  • Utilizing technology (AI) to help mitigate risk

Details about the dates, times, and locations of these roundtable sessions can be found below. Register today to attend one of these sessions.

We hope to see you there!

Choose a session which suits you:

City Date Time Location
Boston 2/27/2024 12.00 – 1.30 p.m. Foley Hoag (Seaport West, 155 Seaport Boulevard, Boston, MA02210)
Los Angeles 2/27/2024 12.00 – 1.30 p.m. Del Frisco’s Double Eagle Steakhouse (10250 Santa Monica Blvd., Suite 1700, Los Angeles, CA 90067)
San Francisco 2/28/2024 12.00 – 1.30 p.m. Wayfare Tavern (558 Sacramento St, San Francisco, CA 94111)
New York 2/28/2024 12.00 – 1.30 p.m. Greenberg Traurig (One Vanderbilt Avenue, New York, NY 10017)
Phoenix 2/29/2024 12.00 – 1.30 p.m. Snell & Wilmer Law Firm (One East Washington Street, Suite 2700 Phoenix, AZ 85004)
Philadelphia 3/5/2024 12.00 – 1.30 p.m. Fox Rothschild (2000 Market Street, Philadelphia, PA 19103)
Washington D.C. 3/13/2024 12.00 – 1.30 p.m. The Loft Room at The Hamilton (600 14th Street N.W., Washington D.C. 20005)
Atlanta 4/16/2024 12.00 – 1.30 p.m. The Oceanaire Seafood Room (1100 Peachtree St, Atlanta, GA 30309)