Envestnet Breakfast Briefing: Billing Innovation in Asset ManagementAn invitation-only executive breakfast bringing together just 20 handpicked CFOs, Financial Controllers, and senior finance leaders from top-tier asset management firms. Hosted by Envestnet, this private roundtable offers a rare and highly curated forum for strategic discussion on the future of revenue management—exploring billing accuracy, automation, and operational scalability in an increasingly complex landscape. Access is strictly limited to ensure depth, candour, and meaningful peer exchange.
Billing at a Turning Point
Billing and revenue operations are no longer just back-office necessities. They’re now central to client trust, transparency, and competitive growth. Yet progress toward automation, SaaS adoption, and data integrity is uneven across the industry.
At this exclusive breakfast briefing, Envestnet will share highlights from its new Billing Innovation Survey 2025 — setting the stage for a candid discussion with industry peers on how asset managers can transform billing into a source of resilience and value.
And what better setting than The Lambs Club: a landmark Stanford White–designed building in the heart of Midtown. With its refined interiors, intimate atmosphere, and storied history as a gathering place for New York’s cultural elite, The Lambs Club offers the perfect backdrop for a private exchange of ideas over a full luxury breakfast.
Agenda
08:30 – 09:00 | Arrival & Networking over Breakfast
Enjoy a luxury breakfast while connecting with senior peers in finance and operations.
09:00 – 09:10 | Chair’s Welcome
David Ritchie, Senior Vice President, Envestnet
09:10 – 09:40 | Panel Discussion: Billing at the Crossroads – AI, SaaS and Client Trust
Industry experts debate the challenges and opportunities shaping billing transformation:
- Moving from manual invoicing to intelligent automation
- Data transparency as a driver of client relationships
- Where AI and SaaS create measurable value — and where the risks remain
Panelists:
- Jeanine Delio, Senior Vice President, Lazard Asset Management
- Andrew Besheer, Principal, Besheer Associates
09:40 – 10:10 | In-Depth Interview: Survey Insights in Practice
Andrew Besheer, Principal, Besheer Associates interviews David Ritchie, Senior Vice President, Envestnet
A candid discussion of the survey’s key findings, from execution risk in vendor selection to the future of e-invoicing and revenue analytics.
10:10 – 10:15 | Closing Remarks
10:15 – 10:30 | Informal Networking & Departures
Continue conversations over coffee before heading into your day.
Why Attend?
- Be part of an intimate, senior level gathering at one of New York’s most distinctive venues
- Hear first-hand insights from Envestnet’s Billing Innovation Survey 2025
- Gain perspectives from senior peers at Lazard Asset Management and Besheer Associates
Leave with fresh ideas on how to make billing a driver of transparency, trust, and growth
Part of TSAM New York 2025
This roundtable takes place as part of TSAM New York 2025, the premier gathering for asset management professionals in the Northeast region. Taking place on Thursday, 9 October 2025 at the Marriott Marquis Times Square, TSAM New York brings together leaders across operations, technology, data, transformation, and product strategy for a day of learning, networking, and innovation.
