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What We Learned from the 2024 Vision Award Winners

Planview

They have been engaged with Planview to support their “Health Reimagined” initiative, an enterprise-wide digital transformation. Congratulations to the 2024 Vision Award Winners! As our four 2024 Vision Award Winners continue to lead, we look forward to seeing what they accomplish. The organization serves 4.9

Banking 59
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New Leadership Development Programme from the Managing Partners’ Forum – Consensus through Collaboration

Red Star Kim

Versions for divisional, functional and aspiring leaders are expected in 2024. I’m excited to announce that the Managing Partners’ Forum has just launched a series of six modules for an innovative leadership development programme for firm-wide leaders of small and medium sized professional services firms.

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Managing Partners’ Forum – Highlights from the Advisory Board Meeting September 2023

Red Star Kim

Updates are provided by Richard Chaplin, Jon Geldart and John Rowland together with the chairs of the Forum’s specialist groups: Management Teams Together; Finance & Operations; Strategy & Marketing; People, Performance & Culture. A guest speaker is usually invited. The system will be unveiled at a launch webinar on 1st November.

Meetings 130
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Sales Targeting Toolbox for Professional Services Firms

Red Star Kim

At the recent Business Development for Professionals – 2024 Virtual Conference – MBL Seminars I presented a session entitled “Supporting Fee-Earners in Sales Targeting”. I’ve summarised the key points here as a supplementary learning resource for the delegates. Some automated systems (e.g.

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Beyond the Horizon: GenAI and Ethical Leadership

MDI Training

With your background in both digital well – being research and teaching businesses the skills they need to succeed, could you share some insights on how GenAI can be harnessed to boost both organizational productivity and employee well – being simultaneously? In finance, GenAI could improve risk assessment and fraud detection.

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2023’s Top 10 Insightly CRM Integrations

Insightly

In today’s interconnected digital environment, where data is king and customer expectations are high, integrations are beneficial and essential for any business seeking to leverage a CRM fully. This includes tools for email, marketing automation, finance, project management, and customer support.

CRM 52
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Your MarTech Stack: six changes to expect in 2024

Insightly

To help you answer this question, Ascend2 and Insightly fielded The Future of Martech 2024 survey in September, 2023. This report, titled The Future of Martech 2024 , represents the opinions of the 310 marketing professionals responding to the survey who represent companies with fewer than 500 employees. A few are even over 40%!

Finance 52