As Rho continues to scale the growth of it’s Accountant Partner Program, we’re happy to share a new initiative designed to empower, inform, and ignite action: a six-part conversation series hosted by Will Lopez and Rho team members. Raw, uncut, and no gimmicks. This series is more than just education, it's a guide to help modern firms cut through noise, reduce friction, and truly thrive in modern banking.
Each session tackles one of the six biggest areas where Rho is redefining the fintech business banking standard: security, profitability, workflow consolidation, brand positioning, roadmap access, and onboarding clarity. Whether you're a firm leader or member, or curious accounting pro, these webinars are engineered to move you from passive awareness to proactive engagement with Rho's all-in-one financial platform.
Let’s take a look at what’s ahead:
June 12, 2025 at 11 AM (MT) / 1 PM (ET): Banking on Trust
Accountants should expect more from fintech—and Rho is delivering. That’s why they teamed up with Webster Bank, a 100+ year-old, SEC-regulated institution with over $70B in assets, to combine rock-solid security with modern, intuitive financial workflows. Join Will Lopez and Everett Cook, Founder at Rho, as they break down how Rho blends the best of both worlds: sleek, powerful UX backed by institutional-grade protection. It’s time to leave legacy banking behind—without losing peace of mind.
Why You Should Register:
- Learn how the Rho + Webster partnership enhances firm and client credibility
- Discover key safety measures accountants should expect from fintech
- Gain confidence in explaining Rho’s security posture to stakeholders
June 26, 2025 at 11 AM (MT) / 1 PM (ET): Making Money While You Manage It
What if managing firm and client money wasn’t just about control—it was also about growth? From cash back on corporate cards to no-fee banking and high-yield treasury options, Rho turns everyday transactions into a revenue engine for modern accounting firms. In this webinar, join Will Lopez and Mike Szarowicz, SVP of Finance at Rho, as they unpack how you can stop losing money on financial infrastructure—and start earning from it.
Why You Should Register:
- Learn how to unlock earnings on idle cash
- Explore how no-fee infrastructure increases firm profitability
- See how accountants can turn financial ops into a revenue stream
Register for Making Money While You Manage It
July 10, 2025 at 11 AM (MT) / 1 PM (ET): Cards or Accounts?
Banking transformation starts with one smart move—and for accounting-led businesses, that often begins with spend. In this session, Will Lopez and Jackson Hanssen of Rho, will break down the difference between leading with credit cards vs. deposit accounts, how each drives visibility and control, and how Rho’s all-in-one platform supports both with effortless onboarding.
Why You Should Register:
- Understand how to guide clients through banking vs. card decisions
- Maximize onboarding efficiency with the right sequence
- Learn how Rho supports both paths seamlessly
Register for Cards or Accounts?
July 24, 2025 at 11 AM (MT) / 1 PM (ET): One Platform to Rule Them All
Today’s firms are drowning in disconnected tools, fragmented data, and duplicated workflows. Rho simplifies it all. One login. One dashboard. One platform that does banking, spend management, bill pay, and more—with the white-glove support accountants deserve. Join Will Lopez and Dom Daley, VP of Accountant Sales at Rho, to see how Rho is helping firms replace chaos with clarity.
Why You Should Register:
- Discover how to reduce tech stack sprawl
- Learn how centralized ops improve advisory efficiency
- See how Rho helps firms scale without the chaos
Register for One Platform to Rule Them All
August 7, 2025 at 11 AM (MT) / 1 PM (ET): The Rho’ad Map
Think of this as your GPS for where Rho is headed. Get an insider look at our latest roadmap, including feature launches, new integrations, partner tools, and feedback-driven initiatives designed specifically for accountants. Plus, joining Will lopez and Jackson Hanssen, Product Mgr of Accounting & Reporting at Rho, you'll learn how you can influence what comes next.
Why You Should Register:
- Preview what’s ahead on the Rho platform
- Engage directly with our partner program roadmap
- Learn how your feedback shapes future features
August 21, 2025 at 11 AM (MT) / 1 PM (ET): Brand Like a Modern Bank
Trust is currency. Branding isn’t fluff. It’s leverage. In a world where trust is currency, accountants who master storytelling, visual identity, and digital credibility stand out and scale faster. In this energizing session, Will Lopez and Justin Wolz, VP of Marketing at Rho, unpacks how firms can use Rho’s modern approach as inspiration to build brands that attract better clients—and better talent.
Why You Should Register:
- Learn practical branding strategies for accounting firms
- Understand how fintechs create authority through design and story
- Position your firm for top-tier talent and clients
Register for Brand Like a Modern Bank
Each webinar is packed with practical takeaways, exclusive insights, and actionable next steps to help your firm lead with confidence. Whether you're deep in partnership with Rho or just beginning to explore what modern firm banking looks like, this series was made with you in mind.
Register now for the sessions that matter most—or, better yet, join them all.
Want to skip the wait and get answers to all of your questions all at once. Visit here to book time for a conversation with the team.
Rho is a financial technology company, not a bank or an FDIC-insured depository institution. Checking account and card services provided by Webster Bank N.A., Member FDIC.
Investment management and advisory services provided by RBB Treasury LLC dba Rho Treasury, an SEC-registered investment adviser and subsidiary of Rho. Rho Treasury investments are not deposits or other obligations of Webster Bank N.A., or American Deposit Management Co.’s partner banks, are not FDIC insured, are not guaranteed and may lose value. Investment products involve risk, including the possible loss of the principal invested, and past performance does not future results. Treasury and custodial services provided through Apex Clearing Corp. and Interactive Brokers LLC, registered broker dealers and members FINRA/SIPC.
Banking made better
Spending made smarter
Eliminate annoying banking fees, earn yield on your cash, and operate more efficiently with Rho.
Eliminate annoying banking fees, earn yield on your cash, and operate more efficiently with Rho.
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