Webinar
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Webinar
1 credit
Specialized Knowledge
In today’s competitive investment environment, clean, connected data is not just a reporting necessity or a back-office task; it is a value creation lever for both your fund and portfolio companies. With longer hold periods, higher costs of capital and rising reporting expectations, registered investment advisers (RIAs) are under pressure to make better decisions and extract more value from each investment. Despite this pressure, many funds are still relying heavily on disparate systems, fragmented data, inconsistent reporting and manual processes that slow response time and hinder performance. Funds that unify data gain efficiency and a coveted edge, and they create a clearer line of sight to performance, strengthen governance and unlock opportunities to expand margins, improve cash flow and accelerate value realization across their portfolio.
On May 28, join Baker Tilly’s asset management specialists for a webinar exploring the vital and practical steps that private equity, venture capital, real estate, energy funds and other RIAs can take to transform their data function to enable a competitive advantage. We will discuss the importance of strong data governance and hygiene and how embedding data principles into your funds and investments will streamline fund administration, tax reporting and investment analysis. Our specialists will dive into how high-performing firms are modernizing their approach and using data to increase performance and efficiencies, from the granular details at portfolio company level to the aggregated insights at the fund level. Register now and join us on Thursday, May 28 from 1-2 pm ET. Questions will be encouraged throughout the webinar and answered, time permitting.
Chief executive officers and presidents, chief financial officers, chief risk officers, chief compliance officers, chief technology officers, general limited and operating partners, investor relations and leadership roles in systems management, risk advisory, cybersecurity, tax and digital transformation at a registered investment adviser (RIA) or other asset management firm.
Information about CPE eligibility:
Identify the root causes of unreliable budgeting in senior living operations. Analyze how commitment controls and pre‑GL approvals reduce financial surprises. Apply best‑practice forecasting and procurement processes using Martus + Procurify with Sage Intacct
Advance preparation is not required. There is no cost to attend this webinar.
CPE credit: One (1) hour total credit
Level: Overview
Field of study: Specialized Knowledge
CPE host: Savanah Sendek
A certificate of completion will be emailed to you four to six weeks after the event.
For more information regarding administrative policies such as complaint and refund policies, please email learning@bakertilly.com
Baker Tilly is registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: nasbaregistry.org.