Case Study: Successful Partner Adoption of Planning & Monitoring

Domain: Business Development, Client Services

Three different pricing leaders share their experiences and discuss how they successfully drove partner adoption leading to reduced write-downs and improved profitability. 

Learning Outcomes:

  • Identify the reasons why firms select Prosperoware Umbria and how they have approached implementation with a specific focus on ensuring partner adoption.
  • Understand the basic planning and timing required to appropriately design a comparable deployment strategy for your firm and recognize the key drivers and challenges that may need to be addressed.
  • Develop a plan to address the key initiatives and set expectations for a successful project.

Keith Lipman, Esq, Prosperoware
Toby Brown, Perkins Coie LLP
Jared Applegate, Barnes & Thornburg LLP
Bart Gabler, K&L Gates LLP


Member Price: $59
Prospective Member Price: $79

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Video-Recorded Session

This session includes video, audio and synced presentations for an enhanced virtual learning experience.