Join us when Ron Shah, CFO, Hodges-Mace, provides us with an update on his priorities as a finance leader and shares the details behind his efforts to advance finance deeper into the benefits firm’s operations.
“Well, we want to look at realigning the client experience. In the past, we had very segmented teams that were more product-specific versus when a client purchased multiple products or services having a single point of contact. We’re working through some cross-training efforts with our client services team to provide an individual or a team that’s cross-trained across multiple products versus having separate product teams support each of their initiatives and the client having a lot of different points of contact within the organization.” —Ron Shah, CFO