Intapp risk roundtable
The financial impact of modernized business acceptance
December 12, 2019
11:30 am – 1:30 pm
Winning clients is tough, and retaining them is even tougher. This is especially true in the accounting and consulting industries, as ever-increasing competition, client demands, and regulatory requirements make it increasingly important to improve upon traditional approaches to business acceptance and continuance. Missteps in these areas can lead to regulatory risk, monetary fines, reputational damage, and lost revenue.
This is why the establishment of smooth and timely acceptance, continuance and conflicts checking procedures is a critical need.
Join Intapp, the leader in risk for professional services firms at a lunch where we will discuss the financial impact of modernized business acceptance, continuance, and conflicts in Accounting and Consulting firms. Eric Nerland and John Sharkey will share experiences and lead a discussion on how firms are modernizing to provide a better experience to their customers, improve client retention, meet regulatory requirements, and improve firm financial results.
When: Thursday, December 12th, from 11:30am – 1:30pm
Where: RPM Steak, 66 W Kinzie St., Chicago, IL 60654
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About the speakers
Practice Group Lead – Risk Practice at Intapp
Eric Nerland is a Risk Practice Leader for Professional Services at Intapp. Eric has held several roles in his time at Intapp, including leading the Product Management responsibilities around Intapp’s Business Acceptance / Client Risk products. Prior to joining Intapp, Eric spent 13 years in strategic roles at Thomson Reuters focused on serving professional service organizations in the areas of risk and compliance.
Vice President, Practice Group Lead – Risk Practice at Intapp
John Sharkey is Vice President and Practice Group Leader of Intapp’s Risk Practice. John leads Intapp’s team of risk experts who focus on assisting professional services firms better manage risk across their client lifecycles. John has held leadership positions for risk focused software companies for 30 years. He founded Chase Technologies in 1990 and ran the company for 9 years until he sold it in 1999. In his 11 years at Intapp John has helped grow the company into the industry leading cloud for professional services it is today.
66 W Kinzie St,
Chicago, IL 60654
Located in Chicago’s River North neighborhood, RPM Steak is a modern take on the traditional steakhouse and features a contemporary, chef-driven menu, an award-winning wine list and a well-curated craft cocktail program.
The sister restaurant to RPM Italian, RPM Steak marks the second collaboration between partners RJ, Jerrod and Molly Melman, celebrity couple Bill and Giuliana Rancic and acclaimed chef Doug Psaltis.
The space itself is an impressive 11,000 square feet and boasts an elegant sunken dining room with classic architecture and modern design. Perfect for a night on the town, a business dinner or simply drinks with friends, RPM Steak brings approachable sophistication to every dining experience.