Help Me Help You: Creating an Effective Client/Partner Relationship

  • Tuesday, October 11, 2022:11:00 AM - 12:00 PM
  • Room: St George 102 - Hotel, Emerald Bay, Atrium Level
  • Session Number:  451


The client/partner dance can feel like a perfectly choreographed ballet, or like an awkward middle-school slam dance. In this session I'll share lessons learned from 20+ years and hundreds of client engagements. Like dancing, it comes down to selecting the right partner, and learning how to let each other lead at different times during the dance (okay, maybe the analogy isn't perfect).

Complete Session Survey Here

Learning Objectives

• Align yourself with the right partner using a simple decision-making matrix
• Learn how to balance strengths and weaknesses with your partner
• Create consistent processes to ensure important steps are never skipped
• Assess your team to identify gaps for your partner

Tricia Desso-Cox
Managing Director
C5 Insight