AgilLink by Datafaction: Recent Episodes
Datafaction Administrator
Specialized cloud accounting and secure bill payment solutions for Family Offices, Business Managers and CPAs
In this episode, Mark Wickersham and Tom Livergood, President and Founder of Family Wealth Alliance discuss:
· How Covid has impacted Family Wealth firms
· Managing high performance teams
· How family wealth firms should think about work and priorities beyond the pandemic
Datafaction services the needs of family offices, business managers and sport management firms that offer pay bill and accounting services.
Our specialized accounting and secure bill payment solution incorporates document management, approval workflow and online integration with City National Bank.
Founded in 1976, Datafaction has over 40 years of industry leadership and expertise, nearly 300 clients, 4,000+ users. Our clients trust and rely on our software for their critical business operations.
This presentation is for general information and education purposes only. Datafaction does not warrant that the presentation or the information contained herein is accurate or complete. Opinions expressed and estimates or projections given are as of the date of the presentation and Datafaction has no obligation to update or provide notice of inaccuracy or change.
Datafaction is an RBC company and affiliate of City National Bank Member FDIC.
Inaugural episode of AgilCast with special guest Verna Grayce Chao, Executive Vice President of City National Bank Treasury Services and President of Datafaction.
Mark Wickersham and Verna Grayce discuss thoughts on leading during these uncertain times, how clients are adapting and even a Netflix recommendation or two.
Datafaction services the needs of family offices, business managers and sport management firms that offer pay bill and accounting services.
Our specialized accounting and secure bill payment solution incorporates document management, approval workflow and online integration with City National Bank.
Founded in 1976, Datafaction has over 40 years of industry leadership and expertise, nearly 300 clients, 4,000+ users. Our clients trust and rely on our software for their critical business operations.
This presentation is for general information and education purposes only. Datafaction does not warrant that the presentation or the information contained herein is accurate or complete. Opinions expressed and estimates or projections given are as of the date of the presentation and Datafaction has no obligation to update or provide notice of inaccuracy or change.
Datafaction is an RBC company and affiliate of City National Bank Member FDIC.
This podcast is the audio track of a previously recorded webinar.
The views and opinions expressed of the panelists do not necessarily reflect that of Datafaction or City National Bank.
This podcast is for general information and education only. Datafaction does not warrant that it is accurate or complete. Opinions and recommendations expressed are as of the presentation with no obligation to update or notify of inaccuracy or change.
This podcast is posted with permission from Datafaction for informational purposes only. Posting of this podcast does not constitute an endorsement or approval by Datafaction, Inc., and Datafaction, Inc. shall bear no responsibility for the accuracy, legality or content of any of the products, services or opinions described in the video.
Datafaction is an RBC company and affiliate of City National Bank. City National Bank Member FDIC.
Risclarity & Deviate Consulting are not affiliated with Datafaction or City National Bank.
For more information, please visit www.datafaction.com.