Intapp Risk & Compliance: Lunch and Learn – Miami

Learn about the latest issues impacting risk professionals at the Risk Roundtable on November 2, 2023, in Miami, FL.

The Risk Roundtable will be a dynamic discussion focused on these topics:

  • Onboarding new clients and new attorneys seamlessly
  • Responding to new guidelines on disclosing beneficial ownership
  • Managing increasingly complex client agreements/outside counsel guidelines and engagement letters
  • Managing audit letters
  • Monitoring and tracking stock trades of employees to avoid insider trading issues

We are pleased to have Bryn Bowen, our Practice Group Leader for Legal Risk, moderating the discussion along with Mary Beth Hernandez and Renae Zappa, Managing Directors at Intapp.

NOTE: Intapp will be providing lunch for this event. Since we have limited capacity, please register today if you are planning to attend.

Date and time

    Thursday, November 2, 2023
    12:00 – 2:00 p.m. EDT



  • Risk and Compliance


  • Legal


  • Intapp Conflicts