From: "Barry J. Cohen" To: 'jeffrey E.' [email protected]> Subject: RE: [External] Re: Accounting presentations Date: Fri, 01 Sep 2017 13:48:07 +0000 Still waiting for LOB's sign off to send you the comprehensive documents. If we don't hear back from him, maybe I can send you some more limited examples. From: Jeffrey E. [mailto:[email protected]] Sent: Thursday, August 31, 2017 8:42 AM To: Barry J. Cohen Subject: Re: [External) Re: Accounting presentations not sure what you use. if you and leon are happy with it. I have no dog in the fight. . why dont you send me what it is that you like On Thu, Aug 31, 2017 at 8:37 AM, Barry J. Cohen < > wrote: Samples of each what? As I say, the goal is for the output, say for the trust presentation, to appear in the Elysium- designated format. We have a format that we and Leon are happy with. Our goal is to have each system replicate that report, more or less, in a convenient way. We show the vendor a report format and ask them to demonstrate that they can replicate it. Also, we have dozens of report types. So while we can ask our vendors to send us a sample, off the shelf balance sheet, it's not something we would likely ever look at. Once we pick the vendor, we would customize it into our format. Would you like to see the formats that we currently use? Feel free to call me if I'm not understanding you. From: Jeffrey E. [mailto:jeeation@ grar ni Sent: Thursday, August 31, 2017 8:17 AM To: Barry J. Cohen Subject: [External] Re: Accounting presentations can you send samples of each On Thu, Aug 31, 2017 at 7:21 AM, Barry J. Cohen < > wrote: We are indeed looking at 5 different products. Have narrowed it down to 2. We are thinking about it the same way you are. We have hired Tania Nield, a family office IT consultant (most famous for setting up Hillary Clinton's home office servers). In addition to simply automating presentations, a key focus for us is integrating into a database. If we pay a