OnePlace for Accounting and Consulting Track
In this track, you’ll learn more about leveraging purpose-built technology to reduce costs and drive operational efficiencies across accounting and consulting firms.
Opening Keynote: Connecting Your Firm to Win in the Next Normal
Oct. 27, 2020 | 8 - 8:45 a.m. PT / 11 - 11:45 a.m. ET / 3 - 3:45 p.m. GMTJohn Hall, Intapp CEO, and Thad Jampol, Intapp co-founder and Chief Product Officer, share how to accelerate your success by unleashing your collective knowledge and supercharging your people. Fast Company Editor-in-Chief Stephanie Mehta addresses the underlying question of how a “next normal” mentality will set leaders up to innovate and better deal with future business interruptions.
Opening Keynote: Connecting Your Firm to Win in the Next Normal
For all the focus on the “new normal” of work as businesses start to reopen, the greatest innovators in design, technology, and workplace leadership are thinking about the next normal — a world in which flexibility and resilience are the coins of the realm. Fast Company editor-in-chief Stephanie Mehta speaks to the design firms, Silicon Valley innovators, digital transformation experts, and global creatives who are creating the workplace after tomorrow to find out exactly what it entails.
In this information-packed session, Mehta considers how the physical footprint of offices and work campuses will change and evolve, the far-reaching impacts of the grand remote-work experiment of 2020, and how we can best manage hybrid teams made up of a some remote and some in-person workers. Perhaps most importantly, Mehta addresses the underlying question of how a “next normal” mentality will set leaders up to innovate and better deal with future business interruptions.
Featured Session: The Era of the Connected Firm
Oct. 27, 2020 | 9 - 9:45 a.m. PT / 12 - 12:45 p.m. ET / 4 - 4:45 p.m. GMTLearn more about the power of the connected firm, and hear from a panel of industry innovators from some of the world’s leading firms, sharing their perspectives on how leaders can address some of the most pressing challenges facing our industry.
Featured Session: The Era of the Connected Firm
As client buyer behavior evolves, firms struggle with a host of converging factors, including pricing pressure, increased competition, and winning the battle for top talent. The truth is that you can no longer afford accept operational inefficiency as the status quo if you want to remain competitive in the marketplace. Welcome to the era of the connected firm, where best-in-class technology integrates data, processes, and people to reduce costs, accelerate growth, increase profitability, mitigate risk, and provide superior experiences to professionals, partners, and clients alike. Join this session to learn more about this vision for the connected firm in professional services, and hear from a panel of industry innovators from some of the world’s firms, sharing their perspectives on how leaders can address some of the most pressing challenges facing our industry.
Speakers
- Mark Holman | Intapp
President, Accounting and Consulting and
Chief Strategy Officer - Peter Scavuzzo | Marcum LLP
Partner and Chief Information and Digital Officer
- Sebastian Hartmann | KPMG
Global Head of Technology Strategy
- Roger Carlile | Ankura Consulting Group
Founder; Non-Executive Chairman of the Board of Directors
- Victoria Huff Eckert | PwC U.S.
West Region Vice Chair
Technology Innovations for Professional Services Firms
Oct. 27, 2020 | 10 - 10:45 a.m. PT / 1 - 1:45 p.m. ET / 5 - 5:45 p.m. GMTJoin Intapp product team leaders to learn how our latest developments help you generate seamless interoperability between all your firm’s software and applications; streamline acceptance, continuance, and conflicts resolution; and help your teams more easily manage to client budgets.
Technology Innovations for Professional Services Firms
In an increasingly competitive market, you need software that not only gets the job done but also creates a business advantage. With more than 20 years’ experience cultivating deep expertise professional service, Intapp offers a suite of purpose-built solutions designed for the unique needs of firms like yours. Join our product team leaders to learn about our latest developments:
- Intapp Integration Service creates seamless interoperability between all your firm’s software and applications on one single platform.
- Intapp Global Independence streamlines acceptance, continuance, and conflicts resolution with process automation, integrated third-party data, and AI capabilities to streamline decision-making.
- Intapp Time offers zero-entry capture technology, multidevice and mobility support, and monitoring capabilities that help teams more easily manage to client budgets.
Speakers
- Milan Bobde | Intapp
Senior Director, Product Management
- Dan Harsell | Intapp
Co-Founder & Senior Vice President, Technology
- Warren Knowles | Intapp
Senior Director, Product Management
- Jose Lazares | Intapp
Senior Vice President, Product and Business Management
- Dave Wong | Intapp
Director, Product Management
Don’t Let Your Time — and Revenue — Slip Away
Oct. 28, 2020 | 8 - 8:45 a.m. PT / 11 - 11:45 a.m. ET / 3 - 3:45 p.m. GMTLearn how a robust timekeeping solution can provide a quick win for your firm’s top line, and how a multiplatform solution with automated capture technology can power insights to understand productivity, boost staff satisfaction, protect billable time, and maximize potential revenue.
Don’t Let Your Time — and Revenue — Slip Away
The transition to virtual work caused an unprecedented shift within professional services firms, and raised new questions about how to manage teams remotely. On top of this, clients’ financial uncertainty — and the subsequent cash collection pressures — prompted many firms to think differently about billing and realization, and work harder create better outcomes for both the firm and its clients. Although many firms froze spending on technology projects, others realized that strategic investments could position them to not only weather the storm but emerge with a strong competitive advantage. Join this session to learn how a robust timekeeping solution can provide a quick win for your firm’s top line, and how a multiplatform solution with automated capture technology can power insights to understand productivity, boost staff satisfaction, protect billable time, and maximize potential revenue.
Speakers
- Jill Nelson | Intapp
Senior Director, Product and Business Management, OnePlace Operations & Finance
- Peter Scott | Intapp
Senior Solutions Consultant
Strengthen Your Decision-Making with Third-Party Data and AI
Oct. 28, 2020 | 9:15 - 10 a.m. PT / 12:15 - 1 p.m. ET / 4:15 - 5 p.m. GMTTake a deep dive into two important considerations in modern risk management for professional services firms: Maximizing your investment in third-party company data, and leveraging the power of AI to enhance and standardize the conflicts clearance process.
Strengthen Your Decision-Making with Third-Party Data and AI
Rigorous risk management is an enterprisewide effort for professional services firms, and it all starts with the new client acceptance process. With so much riding on sound decision-making at the point of acceptance, it’s critical that firms construct processes that ensure the highest levels of data accuracy while also prioritizing speed. Take a deep dive into two important considerations in modern risk management for professional services firms: Maximizing your investment in third-party company data, and leveraging the power of AI to enhance and standardize the conflicts clearance process and enable analysts to spend more time on high-priority and complex tasks while streamlining the rest.
Speakers
- Ron Bass | Intapp
Practice Group Leader, Knowledge Management and Partnerships
- Kim Cornell | Ankura Consulting
Senior Managing Director, Client Intake and Conflict Management
- Michael Gandolf | Dun & Bradstreet
Senior Director, Partner Sales Enablement, Global Alliances and Partnerships
- Warren Knowles | Intapp
Senior Director, Product Management
- Nigel Riley | Intapp
General Manager, Risk and Compliance Solutions
Create Speed and Agility in a Volatile Environment
Oct. 29, 2020 | 8 - 8:45 a.m. PT / 11 - 11:45 a.m. ET / 3 - 3:45 p.m. GMTLearn how simplifying processes can help safeguard your firm, lower firm costs, and drive profitability by enabling informed and strategic decisions to create the most value for your firm and the best outcomes for your clients.
Create Speed and Agility in a Volatile Environment
How you conduct new business acceptance, continuance, and conflicts clearance significantly impacts not only your firm’s reputational and regulatory risk, but also its overall financial health and its book of business. Although assessing a prospect’s strategic fit and its subsequent onboarding are business-critical processes, they’re subject to oversight and error. Learn how simplifying processes can help safeguard your firm by ensuring accurate corporate client data, leveraging continuous risk monitoring, and streamlining regulatory audits response; lower firm costs by reducing the time it takes to confidently begin client work and eliminating the need to maintain outdated systems; and drive profitability by enabling informed and strategic decisions to create the most value for the firm and the best outcomes for the client.
Speakers
- Richard Baskerville | Intapp
Director of Strategy for Accounting and Consulting Firms
- Meg Block | Intapp
Vice President, Risk Consulting
- Craig Butler | RSM U.S. LLP
Senior Director, Assurance Technology
- Kim Gibson | Grant Thornton International Ltd.
Global Head, Risk Management and Independence
- Willem Olivier | BDO (Australia)
Director, National Risk and Ethics
- Steven Strammello | Crowe
Chief Risk Officer
What Lies Ahead: Thriving in 2021 and Beyond in the Connected Firm
Oct. 29, 2020 | 9:15 - 10 a.m. PT / 12:15 - 1 p.m. ET / 4:15 - 5 p.m. GMTJoin a panel of industry veterans for a reflective look at how the most successful firms made strategic decisions and investments to survive the most significant events and upheavals of the new century, and learn how industry trailblazers are forging a path to the future.
What Lies Ahead: Thriving in 2021 and Beyond in the Connected Firm
During the past two decades, the professional services business has evolved in countless ways; it continues to transform more quickly than firms can keep pace. As millennials become the largest workforce cohort and macroenvironmental factors demand new ways of working, the question of “what’s next?” looms large. Join an esteemed panel of industry veterans for a reflective look at how the most successful firms made strategic decisions and investments to survive the most significant events and upheavals of the new century, and learn how industry trailblazers are forging a path to the future.
Speakers
- Rick David | Danlex
Principal Consultant; Former Chairman and COO of UHY
- Gary Pinkus | McKinsey & Company Inc.
Senior Partner
- Pam Smith | Intapp
Senior Vice President, Strategic Marketing
- Tony Szczepaniak | LEA Global
CEO