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

All attendees get an exclusive 14-day Oracle NetSuite free trial!

Episode 1: Institutionalizing the Family Office & Asset Management Dashboard

• Date: 21 August 2026 (Fri)
• Time: 3:00 PM – 4:30 PM HKT
• Online Webinar (in Cantonese)
• Free admission, while seats last
  
  
• Key Takeaways:
  1. Unified Multi-Asset Tracking: Bridge custodian feeds, property systems, and general ledgers seamlessly.
  2. Granular Deal P&L: Track individual PE investments and real estate projects as distinct profit centers.
  3. AI-Powered Data Cleansing: Auto-reconcile and clean historical portfolio data from multiple legacy sources.
     
     
• Who should attend？
  1. CFOs and Finance Directors at family offices, multi-family offices, and asset managers
  2. Finance Managers reconciling multiple custodian and bank feeds by hand each month
  3. CIOs evaluating a system of record for mixed public/private, multi-asset portfolios
     
     
     

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

• Date: 20 Nov 2026 (Fri) | Time: 3:00 PM – 4:00 PM HKT

(Stay tuned! More details are on the way!)

Episode 3: Modernizing Private Credit & Loan Management

• Date: 27 Feb 2027 | Time: 3:00 PM – 4:00 PM HKT

(Stay tuned! More details are on the way!)

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

• Date: 7 May 2027 | Time: 3:00 PM – 4:00 PM HKT

(Stay tuned! More details are on the way!)