by April Surles, Maven Asset Management

Whether you are performing a software upgrade, implementation, or customization⏤planning is the most critical stage of the project. This session will review key components of the planning stage and share best practices for your successful project implementation.

Learning takeaways:

1. Maximize an investment portfolio's value over time while maintaining an acceptable level of risk.
2. Learn how to lead your team in effectively reacting to change.
3. Build team and project success with continued, innovative communication.