Webinar - Getting Real About Software Platforms: The Good, The Bad, and The Mediocre

Overview

Wednesday, Aug 07, 2019 - 10:00am to 11:00am CDT

 

The software selection process can be overwhelming and time consuming. What are the options, what functionality do they offer, and how much do they cost? This webinar will help you navigate the different stages of software selection, how to take a real and impartial look at your options, and set the right expectations about the future landscape of life with the “perfect” software solution.

 

 

 

 

 

***Those that attend this webinar and complete the conditions of participation are eligible to receive 1 hour of CPE credit.***

 

Event Sponsors

  • Speaker(s)

Erin Hulse, Founder, Deviate Consulting, LLC

Erin is the Founder of Deviate Consulting, LLC, which focuses on accounting, software consulting and selection for family offices, investment advisors, hedge funds, fund administrators and small businesses throughout the world. Software focus includes multiple investment accounting, portfolio accounting and wealth management suites prominent in the industry. 

Ms. Hulse began her career practicing tax accounting for Plante Moran in Chicago, IL. She spent five years at Bank of America in Chicago as a Senior Financial Analyst in the Global Principal Investing group. This included working with BAML Capital Access Funds Management, LLC, a private equity fund of funds manager and advisor focused on meeting the targeted mandates of large public pension funds, endowments and other institutional investors. Ms. Hulse spent time with the Indiana Public Employees' Retirement Fund, which administered and managed seven retirement plans as well as three non-retirement funds, focusing on achieving retirement security through operational and investment excellence. 

In 2010, Ms. Hulse joined Archway Technology Partners, LLC as a Manager of Professional Services where she focused on software implementations for some of the largest family offices in the country. While at Archway, she also held the position of Manager of Operations of Proteus, LLC, an investment advisory firm that operates an investment platform tailored to the unique needs of high net worth investors and private investment managers. In this role, Ms. Hulse led the startup of the operations of the fund, including investor and manager onboarding, due diligence, software testing and verification, and client relations. Ms. Hulse also became the Business Development Manager of Archway Finance and Operations, a privately held fund administration firm. 

Ms. Hulse has been managing Deviate Consulting since August 2015, and is based in Indianapolis, IN. Ms. Hulse earned Bachelor of Science degrees in Accounting and Finance from the Kelley School of Business at Indiana University in Bloomington, IN.