Best Practices to Help You Lead Technology Changes at Your Firm

When:  Dec 17, 2019 from 11:00 AM to 12:54 PM (ET)
Presenters: Lacy Magby, Vice President of Sales, Conarc & Jeanie Price, PAFM, Partner, DeLeon & Stang
Once you have chosen to make a technology change at your firm, you need to have a solid change management process in place. Many firms underestimate how much time it takes to overcome team resistance and a successful implementation often comes down to your firm’s ability to manage and communicate the change initiative within the organization. However, with the right plan, you can not only lead productive change but also accelerate it. In this session, we will discuss things for leadership (Firm Leaders, Managers, CTO’s, Administrators, Partners) to consider when making big changes and best practices on how to roll out a new technology platform at your organization.