Technology is moving at a fast pace these days-and with it comes technology disruptions. We'll look at what has happened in the past and what is happening today and see how your firm can come up with a strategy moving forward. Some items to start thinking about: How has your firm been dealing with these disruptions? What lessons has your firm learned? Where is your firm in the "bell curve" of adoption? Are you and your staff being proactive? Are you walking and talking "return on investment" on your processes? Asking these questions and more, we'll start looking at how to connect strategies together so your firm adopts and progresses with technology, staff, and workflows. After this presentation, you will take the first of many steps in what I call the Constant Cycle of Improvement.
- Understand processes and workflows of the 3 legs of improvement
- Learn how you and your firm can adopt technology the right way
- Learn how to get off the merry-go-round of “it’s all about the technology”
- Learn how to talk to management and owners about ROI