Instructor: Matt Davoren
Class Description: Develop a game plan for putting your technology to use in your firm. Learn how to organize the data and people to work together to put your software and systems in the asset category instead of the liability bucket. You wouldn't design a building without a set of blueprints, so why have your firm run without one. Walk away with a handout of tasks, priority list, phasing, and schedules. Learn the essentials necessary for getting and keeping your firm on track.