CEI to Present at Two Prominent National Conferences

Co-founders Judy Bodenhamer and Marc Rosen will be presenting to a national audience of firms affiliated with Allinial Global and Leading Edge Alliance during the months of May and June.

The topics being shared with the attendees include:

  • How to create an end-to-end client experience
  • Succession Planning relating to both partners and core accounts
  • Adopting a more intentional advisory mindset