• Accounting and Consulting Track

    In this track, you’ll learn more about leveraging purpose-built technology to enhance the way professional services firm can find, manage, and serve clients.

Accounting and Consulting Track Sessions

Industry Leaders Address Our Changing Digital Landscape

Nov. 17, 2021 | 8–9:15 a.m. PT/11 a.m.–12:15 p.m. ET/4–5:15 p.m. GMT

During this keynote session, we’ll speak with leaders from financial services, professional services, and legal firms to explore the changing landscape for professionals: How they find new opportunities, build the right teams, and harvest knowledge and expertise to drive better outcomes. This esteemed panel will discuss how digital technologies are changing the ways we work together, serve our clients, and complete deals.

Learn more

Purpose-Built Innovations for Data-Driven Outcomes

Nov. 17, 2021 | 9:30–10:15 a.m. PT/12:30–1:15 p.m. ET/5:30–6:15 p.m. GMT
Conference Session

In an increasingly competitive market, leading accounting and consulting firms rely on Intapp solutions to help maximize their technology investments in order to operate more efficiently and meet and exceed client expectations. Join this session to learn how new Intapp technology powers better client outcomes, how time data can enable deep insights that inform strategic decisions, and how integrated solutions can protect your firm and clients while connecting valuable client data to drive growth.

Learn more

Connecting People: Collaboration as a Business Imperative

Nov. 18, 2021 | 8–8:45 a.m. PT/11–11:45 a.m. ET/4–4:45 p.m. GMT
Conference Session

The nature of work has been completely redefined during the past year and a half. In industries like professional services — where face-to-face engagement had been the de facto standard — it’s never been more important for firms to focus on connection. In this session, a panel of leaders from the accounting and consulting industries will explore the challenges facing professional services firms and their people, and discuss the Intapp technologies that have helped their firms transform and thrive.

Learn more

Integrating Processes: Engineering the Modern Firm

Nov. 18, 2021 | 9–9:45 a.m. PT/12–12:45 p.m. ET/5–5:45 p.m. GMT
Conference Session

In this session, several of the professional services industry’s most forward-thinking strategy and transformation chiefs will share how the modern firm can operate when unconstrained by limiting technology. You’ll learn how solutions purpose-built for the nuances of professional services firms can connect your processes to streamline operations and create competitive advantage.

Learn more

Harnessing the Power of Client Data: Moving Beyond the Traditional Risk Paradigm

Nov. 18, 2021 | 10–10:45 a.m. PT/1–1:45 p.m. ET/6–6:45 p.m. GMT
Conference Session

As the risk paradigm evolves, the most innovative firms recognize the strategic role risk teams and client onboarding data can play across the firm. In this session, you’ll learn how client data produced from due diligence and conflicts clearance presents significant opportunity — in marketing and client business development, firm management, operations, or overall growth strategy — and understand how leading firms are mobilizing to put this mission-critical data to work.

Learn more

Intapp Connect21 Tracks

After the opening keynote, the Intapp Connect21 event breaks out into three tracks. Choose from the tracks below.

Financial Services Track

In this track, you’ll learn about the ways capital markets dealmakers can use cutting-edge technology like DealCloud and other best practices to improve outcomes for their clients and firms.

Accounting and Consulting Track

In this track, you’ll learn more about leveraging purpose-built technology to enhance the way professional services firm can find, manage, and serve clients.

Legal Track

In this track, you’ll gain insights from legal industry leaders on leveraging technology to enhance relationships with clients from first touch to final outcome.





Ask-4 Business Solutions


Sutton Place Strategies SPS logo