NAPFA Spring 2025 National Conference Speaker

Patrick Spencer is Managing Director, Moneytree Software, An Accutech Company, Moneytree is a provider of financial planning software to the Investment Advisor/RIA market. Pat joined Accutech in May 2020 and brings more than 12 years of retail/commercial banking experience and 20+ years’ experience in technology. His career has focused on managing sales teams and transforming them into high performing teams by working collaboratively across the organization. Pat has also led service organizations including Development, Product, Project Management, Client Success, Client Support and Training. His career has focused on working with organizations desiring growth and enjoys the challenge of building the right culture and the right team. Pat graduated from Ball State University, Muncie, IN, with BS degrees in Psychological Science and Business Entrepreneurship. He also has a Master of Business Administration degree from Indiana University, Bloomington, Indiana.