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Webinars

How does your firm share key financial documents with clients? Often, firms and private companies rely on methods which can be unsecure and inefficient for sharing information such as mail, email and hand delivery. Information exchanged this way can pose a greater risk of fraud, among other issues as there isn’t way to confirm its source and authenticity.

Now your firm can share information with private business clients easily and efficiently that they can then retrieve and share with third-party users such as lenders and investors – all in a secure platform, RIVIO.

Join us for a webinar where you will learn how RIVIO can benefit your firm with greater controls, collaboration and protection. During the webinar we’ll share and discuss:

  • An overview and live demo of the RIVIO platform
  • Marketplace problems
  • Different use cases for RIVIO

 
Speaker

SHAWN MARTIN
Account Manager, CPA.com

 

 
20
Apr
2:00 PM - 3:00 PM ET


REGISTER

Reliable financial information is one of the foundations of capital markets, but many private businesses continue to rely on outdated and unsecure methods to distribute financial statements and other key documents. This has led to uncertainty about the accuracy, source and validity of financial information, not to mention a greater risk of fraud.

Join us for an upcoming webinar where we’ll explore the need and benefits of a sophisticated clearinghouse to streamline the flow of financial documents. During the webinar we will discuss major trends and market demands impacting private company financial document exchange.

Speakers

JEREMY DILLARD, CPA, CGMA
Partner, Assurance & Advisory
SingerLewak LLP

KALIL MERHIB
Director, Business Development & Enterprise Sales
CPA.com