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The Future of Business Management: Virtual 1-Day Conference

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The 1-day virtual conference will provide industry insight and unequivocally useful advice on navigating the complex field of business management in a world changed by the pandemic. Speakers include top business managers with A-list clients, family offices that manage the finances of some of the wealthiest individuals in the world, and trusted advisors with decades of experience in counseling high profile clients.

Join us to hear a myriad of useful suggestions, ideas, and advice as to where the industry is headed, what assets clients are investing in, how to use technological evolution to your advantage, and how to protect your clientele in an ever-changing and hostile environment, with threats ranging from a global pandemic to a financial crisis.

What once used to be a much more simple job description for business managers of providing clients with predominantly financial information, has in recent years turned into a 24/7 activity that encompasses a wide and diverse range of services. Business Managers steer clients through increasingly varied revenue streams and planning costs – helping them map, understand and manoeuvre through a changing tax environment, and directing financial investments to create the best and longest-lasting value. As such, business managers have positioned themselves as an essential element at the center of clients’ livelihood, providing directions for long-term financial stability.

 As clients expect direction and guidance, it is of pivotal importance to truly and thoroughly understand the challenges in the near or distant future, as well as create and maintain a network of useful contacts who could serve as safeguards against possible adversity during uncertain times marked by corporate mergers and acquisitions.

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Schedule

· Stage
Welcome
· Stage
The State of Business Management
The panel will discuss how they’re keeping their teams motivated and on track, how they’re hiring, and how they’re interacting with clients today.
· Stage
Values Aligned Investing in Today's World
This presentation will speak about the importance of aligning your investments with your values, especially in the context of current global events.
· Stage
Break
· Stage
COVID-19 and the Fraud Triangle
This presentation will dive into how you can protect your business management practice and clients from fraud.
· Stage
Case Study: Is Covid the final blow to paper checks?
The panel will explore the future of paper checks considering the significant increase in ACH payment adoption during Covid-19.
· Stage
Beyond Black Cards: How to Manage and Protect Credit for Entertainers and Pro-Athletes
How to build strong credit for your clients, obtain a premier credit card, obtain a mortgage at optimal rates, protecting credit from identity theft, and more.
· Stage
Break
· Stage
The New Jet Set: The Rise of Concierge Transportation & Keeping Clients Protected
Helinet, Momentous Insurance Brokerage Inc., and Marsh & McLennan Agency explain the intricacies of handling transportation insurance as a business manager.
· Stage
Zenith Tech Update
Zenith will explain the benefits of using a Credit Card Allocation function to improve the credit card payment process.
· Stage
Break
· Stage
The Celebrity Side-Hustle: Expanding New Revenue Channels
The panel will focus on leveraging celebrities’ strengths and directing financial investments to create the best and longest-lasting value.
· Stage
Closing Remarks

Tickets

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Trusted Advisor Association

Trusted Advisor Association is a dedicated resource for advisors of high net worth clients in the Entertainment space.