Technology & AI

Taming the Tech: Build a Smart, Streamlined Stack That Actually Works

Tuesday, May 19, 2026
12:00 pm - 12:50 pm

With hundreds of tools claiming to “revolutionize” your firm, it’s increasingly difficult to separate meaningful efficiency from shiny distractions. This session focuses on how to intentionally build a tech stack that actually drives productivity, profitability, and operational sanity. You’ll learn how to evaluate technology strategically, implement changes effectively, and create a sustainable system that supports both internal workflows and client delivery.

  • Framework for Clarity: Learn a step-by-step approach to assess and select technology that aligns with your firm’s goals and workflows.
  • Change Without Chaos: Discover strategies to manage adoption, overcome resistance, and keep your team engaged through implementation.
  • Stay Focused Amid the Noise: Gain criteria to filter out “tech hype” and identify solutions that deliver measurable ROI, not just buzzwords.