Webinar: Forest AI - Your New Power Tool
Stop chasing data. Start leading with it. Join Forest Systems for an exclusive deep dive into how AI is transforming financial complexity into a strategic advantage for the modern family office.
RSVP for Webinar
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Why Attend?
In 2026, the volume of data hitting a Family Office is overwhelming. Manual entry is no longer just “slow”—it's a risk.
Join us as we explore how Forest Systems uses AI to bridge the gap between fragmented financial “trees” and a clear, actionable “forest.”
In this session, you will learn:
- Data Retrieval and Analysis: Automated data extraction from complex documents and financial statement analysis to eliminate manual entry
- Real-Time GL Integration: Moving from 30-day-old reports to “Always-On” financial visibility
- Security & Integrity: Why “Human-in-the-Loop” AI is the gold standard for high-net-worth data accuracy
- The 2026 Tech Roadmap: What the next generation of heirs expects from their financial reporting
Featured Speakers
Ed van Deman
Featured Speaker
CEO, Forest Systems
A pioneer in financial technology, Ed has spent decades building systems that simplify complexity for the world's most sophisticated private offices.
Dylan McArthur
Moderator
Customer Service Engineer, Forest Systems
Dylan specializes in bridging the gap between complex AI capabilities and practical, everyday workflows for CPAs and Controllers.