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.
Ron BassPractice Group Leader, Knowledge Management and Partnerships
Practice Group Leader, Knowledge Management and Partnerships
With over 30 years of experience in enterprise data, Ron advises clients on data management strategies including efficiencies and value gained from leveraging third party data integrations across their workflows. Ron also manages Intapp’s data partnerships across the solution portfolio. Prior to joining Intapp, Ron worked for Dun & Bradstreet developing global partnerships. Work and life experience in Europe, Asia, South America and the U.S. enables him to bring a truly global perspective to clients.
Kim CornellSenior Managing Director, Client Intake and Conflict Management
Senior Managing Director, Client Intake and Conflict Management
Kimberli Cornell is a Senior Managing Director with 25 years of experience addressing and advising on issues related to client acceptance and conflict management in the business advisory and consulting industry.
Cornell works with business professionals and liaises with clients on a variety of client acceptance issues — including resolution and mitigation of actual and perceived conflicts of interest — to ensure that new clients, business issues, and relationship concerns are fully vetted. She has extensive experience with conflicts of interest, ethical wall policies, and procedures development and implementation. She furthermore provides compliance through oversight and training.
Before joining Ankura, Cornell created a centralized conflict department in a firm which grew to more than 4,400 professionals in 50 offices internationally. With a history of rapid growth firm expansion and development, Cornell has been involved in numerous corporate initiatives, including merger and acquisition integration, IT governance, and enterprise corporate systems evaluations. She works closely with other firm leaders to create and improve processes and policies to support long-term organizational growth.
Michael GandolfSenior Director, Partner Sales Enablement, Global Alliances and Partnerships
Dun & Bradstreet
Senior Director, Partner Sales Enablement, Global Alliances and Partnerships
Dun & Bradstreet
Michael Gandolf is the Senior Director of Partner Sales Enablement for the Global Alliance and Partnership Team at Dun & Bradstreet. In this role, he enables the firm’s alliance partners to drive integration of the firm’s insight within customers applications. He has helped Dun & Bradstreet increase revenue, meet organizational goals, and increase the value of their technology and integration solutions. Gandolf has a bachelor’s degree in advertising, marketing, and business from Kent State University.
Warren KnowlesSenior Director, Product Management
Senior Director, Product Management
Warren Knowles is the Senior Director of Product Management at Intapp. He has been with the organization for 13 years. Knowles previously served as Practice Manager at OpenText and Technology Manager at Zelle Hofmann. He received a bachelor’s degree in psychology from the University of Minnesota, Twin Cities.
Nigel RileyGeneral Manager, Risk and Compliance Solutions
General Manager, Risk and Compliance Solutions
Nigel leads the risk and compliance solutions business at Intapp. In this role, he is responsible for setting strategy and driving growth for Intapp risk products, which address the unique challenges facing financial and professional services firms. Prior to joining Intapp, Nigel served as COO of JP Morgan Chase’s global conflicts function, where he led strategic and technology initiatives. In all, he spent 15 years working in various technology and COO roles within JP Morgan Chase’s investment banking business in London, Hong Kong, and New York. Nigel earned his bachelor’s degree in history from the University of Birmingham, and holds certification from Pragmatic Marketing.