Event

~The Next-Gen Transformation Series for CFOs and Financial Leaders~

Accelerate Your Financial Operations: From Family Office Governance to Automated Close Management

In today’s complex financial landscape, asset managers, private equity firms, and family offices are under immense pressure to abandon fragile spreadsheets and scale with modern cloud architectures. Join our exclusive 4-part Masterclass Academy Series designed for C-level executives, financial controllers, and operations leader

Attendee Exclusive Benefits:

• 14-Day Free Trial: Instant access to an exclusive Oracle NetSuite hands-on trial for all attendees.
• Certificate of Completion: Awarded to participants who attend all 4 sessions of the series.

Episode 2: High-Volume Trade Execution & Automated Digital Asset Accounting

• Date: 7 Oct 2026 (Wed)
• Time: 3:00 PM – 4:30 PM HKT
• Online Webinar (in Cantonese)
• Free admission, while seats last
  
  
• Key Takeaways:
  1. Hybrid Ledger Bridge: Connect traditional T+2 settlements with 24/7 digital asset ledgers.
  2. Automated Sub-Ledger Sync: Streamline high-volume trade executions straight into core sub-ledgers.
  3. AI Exception Matching: Use AI algorithms to auto-match high-volume trades and flag settlement risks.
     
     
• Who should attend?
  1. CFOs and Finance Directors at securities firms and digital asset trading businesses
  2. Finance Managers handling high-volume trade reconciliation and sub-ledger accounting
  3. CTOs integrating front/mid-office trading systems into a core financial system
     

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~ Upcoming Episode ~

Episode 3: Modernizing Private Credit & Loan Management

• Q1 2027 (Stay tuned! More details are on the way)

Episode 4: Mastering Close Management and Consolidation (CMC) for PE & Asset Management

• Q2 2027 (Stay tuned! More details are on the way)

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~ Previous Episode ~

Episode 1: Institutionalizing the Family Office & Asset Management Dashboard (Completed)