The Leadership Forum | Professional Services tech and the efficiency play post-COVID – what is making business sense?

Thursday 15 October 2020
08:30 - 09:30

In the wake of the COVID-19, what is the business case for professional services technology, and what impact has the pandemic had on its development, acquisition and implementation across professional services firms?

We will be discussing these questions in the next in our series of Leadership Forum virtual roundtables led by Ben Kent, Founding Director of Meridian West, and Andy Knox, an independent consultant working with CEOs, CFOs, PMs, Sales Heads and Boards across clients, strategy and communications,

The key discussion points we’ll be focusing on during the session include:

  • Where is professional services tech return on investment stacking up?
    • practice management
    • automation and contract lifecycle
    • CRM and sales
  • Has COVID accelerated tech buying and implementation or is bandwith squeeze likely to slow it down?
  • Are we seeing tech creating competitive advantage and how? For example, around fixed pricing?
  • What are the differences between private practice and in-house markets?
  • How do the following compare on tech adoption:
    • law firms
    • accounting
    • other consulting
  • Conversion: many professional services tech players have failed to explain in language partners understand the benefits of what they do and so have seen poor conversion rates.

Designed to be interactive, and lasting 45 minutes – 1 hour, each month we bring together a changing group of around six to twelve leaders across professional services (legal, accounting, consulting, advisers) for peer-to-peer conversations to focus on the key business strategy challenges and opportunities we observe in our practice with clients and across the market.

As with all our Leadership Forum events, this roundtable is by invitation only but please contact us if you’d like to learn more or to register your interest in joining us.


More about the Leadership Forum

We are developing a community of senior leaders in professional services through a series of invite-only virtual roundtables in the autumn, that we are calling “The Leadership Forum”.

The specific areas we will be exploring in each session will be circulated in advance to give participants the opportunity to consider the key talking points  they would be most interested in talking to.

Our ambition in these sessions is to “get under the skin” of some of the knotty issues impacting firms, and deepen the discussion around outcomes and solutions, alongside the diagnostic. As we build this Leadership Forum community, we are also very open to suggestions from our participants on other topics we should be talking about.

In order to facilitate a frank and open exchange of views, these sessions will be private, but we may look to incorporate some of the generic insights shared in them in our own market commentary.

We firmly believe that there is a place for a more substantive debate and analysis around strategic leadership issues in professional services and that Meridian West is well-placed to bring to the table a “from the ground” business take which draws on our learnings from the diverse mandates we are carrying out.


“Meridian West’s industry knowledge and network mean their Leadership Forums are always insightful and worth joining. The open conversation with peers is something you rarely find elsewhere.  I usually pick up two or three ideas I can take back into my business straightaway.

Nigel Clark, Global Head of Marketing and Communication, SLR Consulting