For the people who run how
the firm actually works.
COOs, firm administrators, directors of operations, and the senior leaders accountable for how the firm runs day to day — delivery, capacity, workflow, systems, and the operational backbone behind everything client-facing.
- Capacity planning, utilization, and resource management — how to see where you're constrained before you feel it.
- Workflow design, process standardization, and delivery quality — building systems that scale without breaking.
- Firm systems and the tech stack — what's in production, what's being evaluated, and what to retire.
- Project and engagement management at scale — tracking work, managing deadlines, protecting margin.
- Operational data and reporting — getting the numbers that actually tell you how the firm is performing.
- Turning firm strategy into operational reality — translating the partner meeting into something the team can execute.
Every Operating Leaders session includes a working block on AI and technology focused on execution: deploying AI into delivery without breaking quality, the operational change management it takes to make new tools stick, how automation reshapes capacity planning, and the metrics that tell you whether your AI investment is paying back.
Two working sessions per year — focused, agenda-driven, peer-led — plus a dedicated Operating Leaders track at the annual Insight summit and async member discussions in between.
COOs, firm administrators, directors of operations, and anyone whose job is making sure the work gets done right — on time, on margin, at the quality the firm promises.