Webinars and Events

Learn how to drive results and make informed
business decisions with chata.ai

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Upcoming Webinars

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Financial Advisory Webinar Series Finale
Monday, December 02, 2019 at 10:00 AM MST

Join the Financial Advisory Webinar Series Finale for a Q&A session with all the App panelist.

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Insights to Intelligence: How to Become a Data Driven Advisor
Thursday, December 05, 2019 at 10:00 AM MST

During this webinar, Hailey Casper, chata.ai’s Customer Success Manager, will be joined by industry experts, Richard Roppa-Roberts of Quasar Cowboy and Madeline Pratt of Fearless in Training. Together, they’ll discuss what it means and what it takes to become a Data Driven Advisor, why unearthing insights and offering actionable intelligence matters, and what advice they have for other modern financial professionals who are ready to take on a data driven approach in their own practice.

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Events

november, 2019

2019wed06novAll Dayfri08QuickBooks Connect San Jose 2019(All Day) San Jose Convention Center, 150 W San Carlos St

On-Demand Webinars

Is the accounting ecosystem ready to redefine the deliverable? Anna Ready weighs in.

Should the client experience be a core focus for financial professionals in their practice? Jennie Moore gives her take.

Financial professionals, are you positioning yourself as indispensable to your clients? Obed shares his perspective.

Richard and Kelly give us their best tips for leveraging industry conferences to facilitate lasting impact on your financial practice. Read all about it.