Mar 26, 2026 (2PM ET)
In our first session of the year, we’ll share our perspective on how firms are investing in enhancing their risk management capabilities, boosting team efficiency, and streamlining day-to-day operations in 2026.
Our panel will share real-world stories, comment on existing and evolving trends, and offer advice for firms in risk areas touching policy, process, technology, data management, and staffing.
Based on audience interest, discussion will delve into topics including:
Policy, Process & People:
- Lateral hire workflow, HR systems integrations, and process optimization
- Improving OCG, terms of business, and engagement letter management
- Staff training, development, and retention
Technology:
- Risk cloud software migration strategies and best practices
Taking advantage of licensed but unused or under-utilized software product capabilities
Data and Insight:
- New Business Intake reporting and dashboard intelligence
- Third-party data integration & process optimization innovations
We’ll also have plenty of time for participant Q&A and discussion. So, bring questions, new ideas, and your own perspectives to share with your peers.
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