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Webinar: Operationalizing Bill Pay for UHNW Clients: Lessons from AdvicePeriod
Wednesday - 20th May 2026
Overview
For RIAs and multi-family offices serving HNW and UHNW families, bill pay can be a powerful way to deepen client relationships—but delivering it well requires more than good intentions. It takes the right operational foundation, thoughtful implementation, and a service model that can scale without losing the high-touch experience clients expect.
In this session, April Rudin, CEO of The Rudin Group, will share her perspective on how bill pay helps firms drive client loyalty and differentiation. She’ll join Scott Davis, Wealth Advisor at AdvicePeriod and Cristine Remington, Accounts Payable Manager at AdvicePeriod, to explore how AdvicePeriod introduced bill pay, positioned it with clients, and executed it operationally to support 60 ultra-high-net-worth families with scalability and efficiency.
In this session, you’ll:
• Understand why AdvicePeriod decided to offer bill pay as a service.
• Learn how to position and introduce bill pay to strengthen HNW and UHNW client relationships.
• Hear practical implementation lessons, including what surfaced along the way and what to plan for upfront.
• See how AdvicePeriod manages complex, multi-entity client finances with repeatable workflows, visibility, and control.
Webinar Information
Date and Time
Date: Thursday 20th April – 2026
Time: 2:00 pm – 3:00 pm EST
About our Sponsors
Sponsoring Partner
BILL (NYSE: BILL) is the intelligent finance platform trusted by nearly half a million businesses and their accountants to manage, move, and maximize their money. BILL powers businesses ranging from fast-moving startups to growing companies with complex operations. We use AI to deliver strategic finance capabilities in one integrated platform that includes AP, AR, expenses, forecasting, procurement and more. With a member network of more than 8 million, BILL’s platform processes ~1% of US GDP annually. Headquartered in San Jose, California, BILL is a trusted partner of leading U.S. financial institutions, accounting firms, and software providers. For more information, visit bill.com.
Operationalizing Bill Pay for UHNW Clients: Lessons from AdvicePeriod
Scott Davis
Senior Advisor
AdvicePeriod
Prior to joining AdvicePeriod, Scott worked with many of his current teammates at Convergent Wealth Advisors where he was a Managing Director. Before Convergent, Scott managed a multi-billion-dollar family office overseeing private equity, hedge fund and direct investments.
Cristine Remington
Accounts Payable Manager
AdvicePeriod
Cristine Remington is the Accounts Payable Manager with AdvicePeriod. She is responsible for overseeing bill pay operations for many of the firm’s ultra-high-net-worth clients, managing about 200 entity accounts while ensuring accuracy, timeliness, and consistency across complex payment workflows. Cristine leads the development and implementation of streamlined accounts payable processes, enhancing efficiency and supporting a high level of client service. Cristine joined AdvicePeriod from Gelfand, Rennert & Feldman, where she oversaw a diverse roster of entertainment clients. In that role, she supported touring artists, voice actors, and independent musicians, providing tour reporting, commission and royalty accounting, and day-to-day financial management services.
April Rudin
Founder and President
The Rudin Group
April Rudin is Founder and CEO of The Rudin Group and a globally recognized thought leader in wealth management marketing and branding. April has built an international reputation for creating innovative, data-driven marketing strategies that resonate with the next generation of investors and clients.
Register
Please register here to receive a calendar invite to the webinar.
Sponsoring Partner