Scale Your Practice: Close the Books Faster with Modern Banking

Previously Recorded: Tuesday, February 25, 2025

Overview

Join Anna Khayet as she sits down with Michael Szarowicz, VP of Finance and Jennifer Kattamis, CPA and Controller at Rho to learn firsthand how this lean team manages the finances of an organization with hundreds of employees and over $150M in funding using Rho, the modern banking platform.

This CPE-eligible webinar will delve into Rho's powerful feature set and integrations with leading accounting and HR platforms. Discover how to leverage Rho's comprehensive suite of solutions – including banking, treasury, corporate cards and expense management – to unlock new levels of efficiency and profitability for your practice.

Learning Objectives:

Understand the core feature set of the Rho Business Banking platform along with key accounting and HR platform integrations.
Identify strategies to leverage Rho's platform to improve Accounting clients' financial management, automate workflows, and accelerate closing the books.
Discover how Rho's own finance leaders leverage the platform to achieve greater efficiency and growth within their organization, providing valuable insights for improving your own practice efficiency.
Explore the Rho Accountant Partner Program, including the dedicated portal for simplified client management and how these can enhance your practice growth.

Field of study: Computer Software & Applications

Understand the core feature set of the Rho Business Banking platform along with key accounting and HR platform integrations.
Identify strategies to leverage Rho's platform to improve Accounting clients' financial management, automate workflows, and accelerate closing the books.
Gain insights from how Rho's own finance leaders leverage the platform to achieve greater efficiency and growth within their organization, providing valuable insights for improving your own practice efficiency.
Explore the Rho Accountant Partner Program, including the dedicated portal for simplified client management and how these can enhance your practice growth.

Note: This webinar is eligible for free CPE credit. To receive credit, attendees must participate in the entire webinar and complete a brief evaluation.

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Presenters

Note: This webinar is eligible for free CPE credit. To receive credit, attendees must attend the entire webinar and respond to the polling questions. A course survey will be offered following the program.

Michael Szarowicz

VP of Finance, Rho

Michael Szarowicz has served as VP of Finance for Rho since May 2024. Before Rho he has served as CFO at Keeta, VP of Finance at Kraken, VP of Finance at Paxos and Head of Engineering Finance & Strategy at Stripe.

Jennifer Kattamis, CPA

Controller, Rho

Jennifer Kattamis has serves as Controller for Rho since October 2024. before Rho she served as Controller at Paxos for 5 years and as Senior Manager for PwC for 18 years.

Presenters

Michael Szarowicz

VP of Finance, Rho

Michael Szarowicz has served as VP of Finance for Rho since May 2024. Prior to Rho he has held CFO and Finance leadership roles at Kraken, Paxos, Stripe, Charles Schwab and Bank of America.

Jennifer Kattamis, CPA

Controller, Rho

Jennifer Kattamis has served as Controller for Rho since October 2024. Before Rho she served as Controller at Paxos for 5 years and as Senior Manager at PwC for 18 years.

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Encoursa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org.