Wednesday, November 18th – 9:30AM – 3:30PM CT
The pandemic has caused us all to shift our day-to-day operations and client service approach. But how does what you’re doing in urgency mode tie to your firm’s overall strategic plan? Are you lacking clarity about where to focus your efforts to progress key initiatives?
Firms must evaluate their strategies to determine where to shift and where to hold steady in these extraordinary market conditions. Our Remote Strategic Planning Summit (SPS) will help your firm, service line or industry group identify short-term strategies and changes to preserve your profitability and better serve your clients while progressing towards your longer-range vision.
The SPS is a unique and completely remote strategic planning format where firms or practice groups survey team members and then engage in small group discussions with key leaders within their firm or group as well as with other leaders from other participating firms or groups. The outcome is that you leave with specific strategies to focus on that are unique to your firm’s or group’s needs, goals, and vision.