On Tuesday, September 8 at 4:00pm ET, The UHNW Institute will host its next Practice Management Clinic, KPIs: How to Measure for Success, focused on the Business Management pillar of the Institute’s Building Blocks of Practice Management.
In this interactive session, Peter Kim will lead a candid conversation with Rebekah Kohmescher and David Salsburg about how their firms put KPIs to work. The panel will unpack how each firm leverages KPIs, how they measure them and where there is still work to be done.
The format balances panel discussion, polling questions and breakout groups, so every attendee has the opportunity to engage and leave with actionable takeaways.
Register here. Learn more about our Practice Management Clinics here.
Meet the Speakers
Peter Kim
Chief Operating Officer, General Counsel & Chief Compliance Officer
Chilton Trust
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Rebekah Kohmescher
Chief Executive Officer and Founding Partner
Altair Advisers
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David Salsburg
Founder & President
Gresham Partners, LLC
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