Presented by Charesse Spiller, Founder of Level Best and Creator of FinOps Co-op®

Automation isn't about replacing people — it’s about reclaiming time, reducing burnout, and creating space for more meaningful client work. If your team is stuck in the weeds or growth is starting to feel like a burden, it might be time to rethink your processes.

In this session, we’ll break down how to use automation strategically and humanely.

You’ll learn:
✅ How to spot the tasks that are costing your firm time, money, and energy.
✅ A practical framework to audit your systems and identify quick wins.
✅ How to implement automation without sacrificing the personal touch that sets your firm apart.

You’ll walk away with a fresh perspective — and a clear plan — to simplify operations and support sustainable growth.