Save your spot to see how BILL can revolutionize your finance team’s productivity and earn one CPE credit.1
Join BILL and Carlos Dias Jr., CEO of Dias Wealth, for an expert-led webinar on May 27 at 11:00 AM PT to learn how to future-proof your firm’s technology to support next-gen clients.
Whether you're an RIA, wealth manager, or financial advisor, we’ll break down how to:
Save your spot today and earn 1 CPE credit while learning to see how BILL can revolutionize your finance team’s productivity, and earn one CPE credit.
Carlos Dias Jr. is the founder and lead advisor at Dias Wealth, a financial advisory firm headquartered in Lake Mary, Florida but working with clients nationwide. With a deep commitment to helping clients achieve their financial goals, Carlos brings extensive experience in investment management, tax planning, estate planning, and asset protection. His expertise spans a diverse clientele, including business owners, retirees, lottery winners, and professional athletes.
Carlos Dias Jr. is the founder and lead advisor at Dias Wealth, a financial advisory firm headquartered in Lake Mary, Florida but working with clients nationwide. With a deep commitment to helping clients achieve their financial goals, Carlos brings extensive experience in investment management, tax planning, estate planning, and asset protection. His expertise spans a diverse clientele, including business owners, retirees, lottery winners, and professional athletes.
Field of Study: Business Management and Organization
Level: Intermediate
Prerequisite: None
Advance Preparation: None required
Delivery Method: Group Internet-Based
Who Should Attend: Wealth Management Firms, Family Offices, Accounting Firms
Recommended CPE Credit(s): 1
Event Inquiries: For inquiries as well as complaints concerning this virtual event, you are welcome to send an e-mail message to accounting@hq.bill.com.
Please note that only those who attend the live session on May 27, 2025, will have the opportunity to earn continuing professional education (CPE) credit in connection with the session during this virtual event. Because there is no charge to register for this virtual event, there are no refunds following registration for this virtual event.
To be eligible to earn one CPE credit during the live session May 27, 2025, you must answer at least three polling questions while attending the session for a minimum of 50 minutes.
BILL 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: www.nasbaregistry.org.
