• Harnessing the Power of Client Data: Moving Beyond the Traditional Risk Paradigm

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.

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Speakers

Nigel Riley (Moderator)

General Manager, Risk and Compliance Solutions
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Nigel Riley

General Manager, Risk and Compliance Solutions

Intapp

Nigel Riley leads the risk and compliance solutions business at Intapp. 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, Riley served as Chief Operating Officer 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. Riley earned his bachelor’s degree in history from the University of Birmingham, and earned his certification from Pragmatic Marketing.

Amanda Tooker

Practice Group Lead, Risk and Financial Services, DealCloud
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Amanda Tooker

Practice Group Lead, Risk and Financial Services, DealCloud

Intapp

Amanda Tooker is a Practice Group Lead, covering financial services at Intapp. She has a decade of experience working in conflicts of interest and reputation management roles at Bank of American, Goldman Sachs, and Credit Suisse. Her experience has given her a great degree of insight into and understanding of bespoke governance and internal software related to these subjects. Tooker earned a master’s degree and bachelor’s degree in international political economy from Kings College London and Fordham University, respectively.

Jim Brady

Vice Chairman, Advisory Services

alliantgroup

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Jim Brady

Vice Chairman, Advisory Services

alliantgroup

With 38 years of experience as a global and domestic professional leader, Jim Brady is an accomplished C-suite executive who most recently served as the COO at Grant Thornton in the U.S. During his lengthy career, Brady has established a proven track record for his ability to grasp challenging business situations and deliver breakout profit and loss (P&L) results. In his various executive capacities, he has created and translated business strategies into high-growth and high-profit business units by quickly assessing the turnaround operating levers, developing and implementing remedial action plans, and executing with a sense of urgency. Brady currently serves as the Vice Chairman of Advisory Services at alliantgroup.

Matthew Morgan

Chief Business Process Officer

Teneo

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Matthew Morgan

Chief Business Process Officer

Teneo

Matthew Morgan joined Teneo as Chief Business Process Officer in February 2021. He is responsible for streamlining operational processes in the company and integrating mergers to help ensure the company is scalable for rapid growth. Prior to joining Teneo, Morgan was the Chief Operating Officer at Savills North America, overseeing the administrative functions — including finance, human resources, legal, marketing, research, and technology — and supporting the firm’s 35 offices across North America. He also served on the company’s board of directors.

Morgan is a veteran of Operation Enduring Freedom in Afghanistan and has served as a company commander and in various staff and leadership roles. He is a prolific author and speaker and has written nine books on Afghanistan, terrorism, and related topics. While serving in the military, Morgan was awarded the Bronze Star for his service in Afghanistan.

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