AccuInsight 2019 AccuInsight 2019


Come join us

We are very excited about the third annual AccuInsight User Group Conference which will be held on October 29th in New York and November 5th in Los Angeles. We have so much to share about the latest technology trends and updates to AgilLink that help you better serve your clients. We will also be showcasing new AgilLink functionality in interactive sessions.

The LA conference will feature a keynote discussion on cybersecurity from Steven M. Bova, VP of Private Client & Family Office Services at Hillard Heintze. He oversees information security and IT related services and supports multiple corporate and private clients, including the personal accounts and Family Offices of some of the wealthiest individuals in the world. He specializes in working intimately with families and their advisors to identify, manage, mitigate and monitor risks, threats and vulnerabilities to their information security and IT systems.

The New York guest speaker will be Mike White of Hillard Heintze, who will provide education and awareness on security for ultra-high net worth individuals and families. Mike worked for over 25 years with the Secret Service including being Special Agent in Charge for two presidents.  His insights have helped ultra-high net worth families, and their advisors identify the risks and vulnerabilities they are facing and put action plans in place to further protect the family’s interests.

This year is shaping up to be the best yet! Look out for your invites coming this week and register. We look forward to seeing you at AccuInsight ’19!