It’s one thing to talk a good game around collaboration. It’s another to actually build the infrastructure and systems to perform as a connected, collaborative team on client engagements. In this session, we learn from the pros that are leading the industry in collaborative engagements.
Successful collaboration depends on strong support systems. In this session we will learn:
- Setting clear expectations for performance and defining roles and responsibilities amongst capable and strong advisors
- Best practices for documenting your agreement
- Tips for managing the group throughout the engagement(s) with the client
- The secret sauce for pitching the collaborative approach to the client
This is sure to be a lively conversation! Join us.
About the Presenter:
Learn from guest expert, Melisa Silverman, Managing Partner, The Founders Group.Meet the Presenter
This hybrid meeting will allow you to join either in person or virtually.
Brookfield: Westmoor Country Club, 400 S Moorland Rd, Brookfield, WI 53005
Madison: Johnson Bank, 5201 East Terrace Drive, Madison, WI 53718