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Sep 26, 2025 60 min watch

The Practice Management Playbook: 7 Strategies for Firm Efficiency

upcoming
November 04, 2025 01 PM ET
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Speakers:

Ashley - webinar 1

Whitney - webinar 1


You have practice management software, but are you actually getting the efficiency you paid for?


Join us for a conversation with operation leaders Ashley Fontenot and Whitney Kisner as they share 7 strategies any firm can use to boost efficiency.

Whether you're looking to optimize a system you've used for years or just beginning your practice management journey, this is a conversation you won't want to miss!


What You'll Learn:

  • How to centralize client data and reduce time spent searching for information
  • How to automate admin tasks and simplify workflows
  • How to improve client communication and transparency with client portals and automated reminders
  • How to leverage data insights to make smarter, more profitable business decisions
  • ...and so much more!

Speakers:

Ashley - webinar 1

Whitney - webinar 1


You have practice management software, but are you actually getting the efficiency you paid for?


Join us for a conversation with operation leaders Ashley Fontenot and Whitney Kisner as they share 7 strategies any firm can use to boost efficiency.

Whether you're looking to optimize a system you've used for years or just beginning your practice management journey, this is a conversation you won't want to miss!


What You'll Learn:

  • How to centralize client data and reduce time spent searching for information
  • How to automate admin tasks and simplify workflows
  • How to improve client communication and transparency with client portals and automated reminders
  • How to leverage data insights to make smarter, more profitable business decisions
  • ...and so much more!
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