Speakers:
Join operations leaders Ashley Fontenot and Whitney Kisner for an insight-packed panel where they’ll expose the hidden inefficiencies slowing firms down—and share how to fix them using practice management tools you probably already have.
You’ll learn how to spot blind spots in your workflows, uncover underused features in your current system, and apply proven strategies to streamline operations, improve collaboration, and get more out of your tech.
Whether you’re optimizing a system you’ve used for years or just starting to explore practice management, you’ll leave this session with clear next steps you can apply in your firm right away.
What you’ll learn:
How to centralize client data and reduce time spent searching for information
How to automate admin tasks and simplify workflows
How to improve client communication and transparency with client portals and automated reminders
How to leverage data insights to make smarter, more profitable business decisions
…and so much more!
*Join live for 1 CPE credit
