Business Managers have some unique risks because of the caliber and quantity of clients that they manage. Some of these risks include access to bank accounts, managing credit card numbers, and storing the highly sensitive, personal information of their clients. In addition to the concern of losing clients and dollars over a computer breach, more and more regulations are coming into existence that affect Business Managers. This panel will explore general information security risks, specific risks to Business Managers and talk about what you can do to protect yourself and your business.

Risclarity’s integration platform seamlessly combines best of breed solutions so wealth management firms can streamline and scale. Combining accounting, investment and CRM information is difficult, confusing and inefficient. Risclarity solved this problem with proprietary technology that integrates these disparate data streams so you can provide unparalleled insight to your clients. This presentation will give you an in-depth demonstration of the Risclarity platform.

Stem’s software takes the guesswork out of music distribution and payments so you can own your business and create more freely. Stem allows you to upload and distribute music, set up master royalty splits, track revenue and data, and receive secure payments each month. This presentation will provide an in-depth demonstration of the Stem platform.

This discussion will focus on the importance of alternatives in the investment space as interest grows for entertainers looking for new ways to spend and invest money aside from traditional assets. The panelists will dive into the technology behind digital alternative investments and how to leverage them as part of a broader portfolio. The panelists will also touch on the growing world of crypto and NFTs.

Understanding your clients and potential clients can bring extreme value to your business. In this session, we will explore how adding a simple CRM process onto your existing email service will bring value to you – from your existing clients and from your leads. We will demonstrate with one example CRM, the Hubspot tool, and it’s integrations with GSuite.

In 2021, we’ve seen the most major and significant breaches ever. In this session, we will take a look at some recent cybersecurity events and see how a hacker operates. Building on this understanding, we will talk about some of the things you can do to protect yourself.

Karbon provides a truly collaborative platform for accounting firms to manage workflows, communicate with teams and deliver exceptional client work. Karbon provides visibility across local and remote teams alike with powerful collaboration tools, email sharing and privacy controls. In one single view you can track the progression of jobs, identify bottlenecks and ensure nothing is falling through the cracks, with complete confidence that you have the full picture. This presentation will provide an in-depth demonstration of the Karbon platform.

Synchtank offers a range of cloud-based SaaS solutions for managing digital entertainment assets, rights, metadata and royalties. Whether you’re a music publisher, record label, broadcaster, movie studio, or anything in between, this software is tailored to fit your business. This presentation will provide an in-depth demonstration of the Synchtank platform.