Sponsors
Premier
Enhanced
Partner
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.
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.
Director
Former Vice Chair
Senior Partner
Chairman
Partner
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.
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. With more than 20 years’ experience cultivating deep expertise in professional services, Intapp offers a suite of purpose-built solutions designed to connect the people, processes, and data that power leading firms.
Join Intapp product team leaders to learn about the latest innovations helping data-driven accounting and consulting firms stay ahead of the competition, win more business, and deliver client value.
In this session, you’ll learn:
Vice President, Product Management
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.
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. This means not only reimagining how people collaborate but implementing the right tools and systems to support that shift.
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.
President, Accounting and Consulting;
Chief Strategy Officer
Chief Technology Officer, Global & U.S. Advisory
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.
What if all of your firm’s core systems seamlessly exchanged data, and your teams worked easily together without manual, error-prone processes? What if your timekeeping system generated deep insights into resource utilization and project profitability to help you staff client projects most efficiently and cost effectively? What if your collaboration and communications tools worked the way your teams do?
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.
Senior Director, OnePlace Operations & Finance
Chief Transformation Officer
Partner, Acceleration Center for Innovation Leader
Chief Strategy and Transformation Officer
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.
For too long, professional services firms’ data has lived and died in departmental silos, creating blind spots and inefficiencies, and often introducing risk. 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.
General Manager, Risk and Compliance Solutions
Practice Group Lead, Risk and Financial Services, DealCloud
Vice Chairman, Advisory Services
Chief Business Process Officer
After the opening keynote, the Intapp Connect21 event breaks out into three tracks. Choose from the tracks below.
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.
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.
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.