Susan Glover Insight & Advice

Speaking Event - The Women Advisors Forum New York

Published on Tuesday, July 5, 2016

Speaking Event - The Women Advisors Forum New York

Implementing an Operational Structure with Technology


Although it’s not always given the proper emphasis, operations is the back-bone of an efficient and effective firm. Sue Glover will show you how to improve operational efficiency with a well thought out plan to utilizing technology. In this interactive session, we’ll explore what contributes to a firm’s success, or failure, when it comes to implementing technology and the steps you need to take to stay on course.


This presentation will provide insights on the key components of building out the right technology structure, including:


  • How to focus on the areas important to your firm, your decision-making process, and the information needed to make those decisions
  • How to define your needs and communicate those needs to 3rd party vendors
  • Learn key due diligence tips for evaluating vendor solutions and lessen the headaches of implementing technology
  • New technology alone doesn’t ensure a successful structure – why and how you must integrate your staff and processes with technology to ensure your operational areas are the foundation of your firm.


Operations may not what you love about being in the advisory business, but if managed properly, play an important role in your firm’s success



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