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3/22/2017 FPA Webinar: Join Jen of MyVirtual COO to learn how to use tech to achieve Operational Excellence

FPA and non-FPA members can register HERE for FPA’s March 22nd 2pm EST 30-minute webinar

Join Jen Goldman, CFP ® and Founder of My Virtual COO, with a session on how to achieve operational excellence! Learn how a tech plan, function chart, workflows, and an open mind will provide clarity and strategies to effectively improve your operations.

What you will learn:

  • Create your own function chart to identify skill, capacity, and passion gaps
  • Discover the method to use to integrate your software to reduce the work
  • See how you can use your CRM to build a simple workflow that guides staff on operating efficiently

 

 

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