Day 1 of Discover'24 is Off to a Flying Start!
The first day of Discover'24 was a resounding success! With an impressive 71% engagement rate, we delivered a wealth of value, insights, and candid discussions that we're incredibly proud of. Here's a recap of the day's highlights:
🎙Rayhan Aleem (Alpha Pro Partners) and Lena Barwick (Bespoke Accounting) kicked things off with an enlightening panel discussion on client onboarding while maintaining stringent AML procedures and protocols. Their insights provided a refreshing look at how tech-enabled firms uniquely tackle common challenges.
🔎 Jordan Smith (A G Smith & Co) took a deeper dive into pre-engagement risk assessments. He emphasized that getting things right from the start can make or break the onboarding process. His session revealed how framing risk assessments can build trust and drive business growth—truly invaluable insights!
💼 Paul Littlejohn engaged us with his expertise on making first impressions that last. He highlighted that networking isn't just about showing up; it's about meaningful engagement. A standout takeaway was the strategy of asking about future goals to identify alignment and potential collaboration.
🏆 Sarah Palmer, CEO of the IAB Group, wrapped up the day with a powerful session on compliance, AML, and leadership. She challenged us to rethink how to balance efficiency with compliance without compromising on either. Her leadership insights were truly inspiring, and we highly recommend exploring the impactful work she's spearheading at the IAB. We can't wait to carry this momentum into
Day 2. Stay tuned for more insights and engaging discussions!