Creating Capacity for Growth

The October 2026 Business Success Knowledge Circle will be held on Tuesday, October 13th at 3 pm ET.

Guest speaker Daleele Alison will be presenting, "Creating Capacity for Growth."

As firms grow, it gets harder to stay organized, deliver a great client experience, and make good decisions about technology. Many firms add new tools, new processes, and new tasks over time, only to find that the firm becomes more complicated instead of more efficient.

In this session, we'll discuss practical ways to create a more efficient and scalable firm. We'll explore how to think strategically about operations, where technology fits into the firm, and how to evaluate new tools without chasing every new trend. We'll also look at examples of efficient workflows across the client and prospect journey, common operational bottlenecks, and simple frameworks that can help firms make better decisions as they grow.

Whether your firm is preparing for growth or looking to improve the way work gets done today, you'll leave with practical ideas you can apply right away.

Key Takeaways

• Build a framework for making better technology decisions
• Understand what an efficient process looks like from prospect to client
• Identify operational bottlenecks that slow growth
• Learn how to create consistency across the firm