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The 31st Annual Marketing Partner Forum

Exploring Strategies for Collaboration and Innovation in Legal Marketing

Jan 17 - 19, 2024

In January 2024, the 黑料大湿Posts Institute proudly presented the 31st Annual Marketing Partner Forum at The Ritz-Carlton, Amelia Island for three days of rigorous education and professional networking at one of the nation鈥檚 most luxurious properties. Conveniently situated 30 minutes from Jacksonville International Airport (JAX), The Ritz-Carlton was the ideal backdrop to address law firm profitability and client development in a dynamic legal services market.

Due to popular demand, this year鈥檚 Marketing Partner Forum was sold out. Please email us at TRI@thomsonreuters.com if you are interested in learning more about future 黑料大湿Posts Institute events.

Couldn’t attend this year’s program? Check out conference highlights below!

Event Details

Amelia Island, FL

$2795 USD (Law Firm Attendees)

For questions about this event, please call 1-800-308-1700, extension 1 or email us at tri@thomsonreuters.com

Why You Should Attend

  • Marketing Partner Forum is designed for client service partners, practice group heads, rainmakers, and senior-most legal marketing and business development leaders across the profession
  • Our content reflects the experience and sophistication of our international audience in terms of rigor, ambition, and scope
  • Attendees can engage venerable thought leaders both within and outside the legal ecosystem through interactive sessions and lively presentations
  • Our program offers ample networking and the stunning scenery of one of Florida's hidden treasures
  • Refresh & reflect at our Welcome Luncheon and closing Bloody Mary Brunch.
  • And depart with exciting ideas to share with peers and firm leadership

Who Should Attend

  • Law firm Managing Partners
  • Executive Committee members
  • Practice group leaders
  • Client service or relationship partners
  • Chief Marketing Officers
  • Chief Strategy Officers
  • Chief Innovation Officers
  • Senior business development personnel

Chair(s) and Faculty

Chair(s) Faculty
Silvia Coulter
Principal, Business Development Practice Leader, LawVision Group, LLC
Nancy Kostakos
Chief Marketing Officer, Cooley LLP
Daniel H. Weintraub
Managing Director, Chief Administrative & Legal Officer, Audax Group
Mike Abbott
Head of 黑料大湿Posts Institute, 黑料大湿Posts
Jared Applegate
Chief Legal Operations Officer, Barnes & Thornburg LLP
Ashton Batchelor
Chief Innovation & Value Officer, Blank Rome LLP
Azeema Batchelor
Director of Business Development, Wiley Rein LLP
Aaron Boersma
Strategic Projects Lead, Global Affairs Finance, Google LLC
Kushraj Cheema
North American Research Director, Chambers and Partners
Kyle Clark
Practice Leader, Baker Botts LLP
Silvia Coulter
Principal, Business Development Practice Leader, LawVision Group, LLC
Aarash Darroodi
General Counsel, Fender Musical Corporation
Jen Dezso
Director, Client Relations, 黑料大湿Posts
Christopher Ende
Chief Revenue Officer, King & Spalding LLP
David Epstein
Author, Range
Peter Erichsen
General Counsel, Ropes & Gray LLP
Chris Fritsch
CRM Success Consultant and Founder, CLIENTSFirst Consulting
Fernando Garcia
Senior Vice President, Legal and Governance, A Global Airline Company
Elizabeth Gooch
Chief Business Development and Marketing Officer, McDermott Will and Emery LLP
Alina Gorokhovsky
Chief Executive Officer, SCG Legal
Bela Grover
Chief Client Relationship Officer, Goodwin Proctor
Alexandra Guajardo
Global Director of Commercial Strategy, Bryan Cave Leighton Paisner LLP
Hans Haglund
Director of Business Development, Harness IP
Jeanne Hammerstrom
Chief Marketing Officer, Benesch, Friedlander, Coplan & Aronoff LLP
Kelly Harbour
Chief Business Development Officer, Goulston & Storrs PC
Drew Hawkins
Director of Marketing Technology, Womble Bond Dickinson
Alvidas Jasin
Director of Client Development, Ropes & Gray LLP
Jared Jaskot
Lawyer, Jaskot.Law
Jennifer Johnson
Chief Executive Officer, Calibrate
Josh Johnston
Managing Director, Center for Client Experience, RSM US LLP
Nancy Kostakos
Chief Marketing Officer, Cooley LLP
Chris Landry
Chief Operating Officer and Co-Founder, SigParser
Dave Leonard
CEO Partner, McCarthy Tetrault
Mark Levin
Chief Marketing & Business Development Officer, Marshall, Gerstein & Borun LLP
Terra Liddell
Chief Marketing Officer, Finnegan, Henderson, Farabow, Garrett & Dunner, LLP
Adrian Lurssen
Co-Founder & Vice President, Strategic Development, JD Supra
Peter B. McGlynn
Partner and Trial Department Chair, Bernkopf Goodman LLP
Ray Meiring
Chief Executive Officer and Co-Founder, QorusDocs
Jeannie Muzinic
Chief Business Development & Marketing Officer, Fisher & Phillips
Jason Noble
President, ikaun
Fran莽ois Ouellette
Senior Vice President, Aircraft Acquisitions, Pre-Owned Sales and Contracts, Bombardier
Lauren Piccolo-Ingram
Director of Client Development, Cooley LLP
Joseph Przybyla
Sr. Sales Director - North American Legal Vertical Lead, Introhive
Dan Pulka
Chief Business Development and Marketing Officer, Troutman Pepper LLP
Mike Raposa
Senior Vice President 鈥 North America, RRD
Bob Robertson
Chief Marketing Officer, Jackson Lewis
Lorrie Thomas Ross
Chief Executive Officer, Web Marketing Therapy, Inc.
Jen Sander
Director, Enterprise Marketing, Events & Operations, 黑料大湿Posts
Kate Harry Shipham
Principal, KHS People LLC
Barry Solomon
VP, M&A Integration, Litera
Mitchell Sterling
Chief Client Development and Relationship Officer, Blank Rome LLP
Axel Threlfall
Editor at Large, Reuters
George Ticknor
Partner, Locke Lord LLP
Brent Turner
Director, Advisory Services , 黑料大湿Posts
C. Bradley Vynalek
Firm President, Quarles & Brady LLP
Gillian Ward
Global Chief Marketing Officer, Bryan Cave Leighton Paisner LLP
Daniel H. Weintraub
Managing Director, Chief Administrative & Legal Officer, Audax Group
Kathryn Whitaker
Chief Marketing Officer, Burr Forman LLP
Chris Whitmore
Practice Group Leader, Marketing and Business Development, Intapp
Katherine Wilson
Co-Founder, Fractional Law Firm CMO

More Information

Agenda

Venue

Sponsors

Downloads

Event agenda

(all times local)

Wednesday January 17, 2024

12:00PM ET Registration & Welcome Luncheon

Please join us for lunch as we officially launch our program.

1:00PM ET Workshop #1 - The Gold Standard: Corporate Legal Department Assessment of Law Firm Performance (Breakout)

Law firms who engage corporate legal departments in feedback cycles about the firm鈥檚 performance can garner much-needed insight on how to improve matter performance overtime. Yet an opportunity to better understand the what and how general counsel and legal operations professionals assess law firm performance internally would be worth its weight in gold.听 This workshop offers a unique opportunity to hear directly from general counsel and corporate legal professionals about how they measure firm performance, areas where firms tend to fall short and how firms can make dynamic first impressions and deepen existing relationships.

 

Facilitators:
Aaron Boersma, Strategic Projects Lead, Global Affairs Finance, Google
Christopher Ende, Chief Revenue Officer, King & Spalding LLP
Peter C. Erichsen, General Counsel, Ropes & Gray LLP

 

1:00PM ET Workshop #2 - Carpe Diem: Strategic Opportunities in AI-Centric Law Firm Business Development (Breakout)

For Fortune 500 CEOs, entrepreneurs, and Silicon Valley venture capitalists, Generative AI represents the latest iteration of machine learning poised to effect economic and societal transformation. Colorfully evinced in popular technologies such as ChatGPT and Stable Diffusion, this 鈥渘ext generation鈥 of artificial intelligence (鈥淎I鈥) illustrates the ability of computers to generate original content and 鈥渓earn鈥 at an exponential rate on par with鈥攐r perhaps more efficiently than鈥攈uman beings. For many business leaders, such developments represent a near-fantastic evolution once consigned to the realm of science fiction and savvy law firm marketing and business development executives are exploring ways to capitalize on this latest wave of innovation. This workshop offers a practical exploration of business development strategy and matter-level execution in our modern climate. How can firms seize momentum and deliver on client expectations?

 

Moderator:
Peter B. McGlynn, Partner & Trial Department Chair, Bernkopf Goodman LLP

 

Facilitators:
Fernando Garcia, Senior Vice President, Legal and Governance, A Global Airline Company
Jared Jaskot, Lawyer, Jaskot.Law
Ray Meiring, Chief Executive Officer and Co-Founder, QorusDocs

1:00PM ET Workshop #3 - By Leaps and Bounds: Reengineering Effective Client Teams (aka Strategic Accounts) (Breakout)

Most firms have client team initiatives. Many of these key client initiatives are waning or in need of a strategic boost. Turning these key client initiatives into a strategic account imperative of the firm is the critical next step to retain and grow those clients who are, and those clients who could be strategically important to the firm鈥檚 future. This workshop will focus on how to turn key clients into strategic accounts and the tactical steps necessary for obtaining alignment between the firm and its clients.

 

Facilitators:
Silvia L. Coulter, Principal, Business Development Practice Leader, LawVision Group, LLC
Alvidas Jasin, Director of Client Development, Ropes & Gray
Josh Johnston, Managing Director, Center for Client Experience, RSM US LLP
Chris Landry, Chief Operating Officer and Co-Founder, SigParser

2:30PM ET Break
2:45PM ET Workshop #1 - The Gold Standard: Corporate Legal Department Assessment of Law Firm Performance (Breakout)

Law firms who engage corporate legal departments in feedback cycles about the firm鈥檚 performance can garner much-needed insight on how to improve matter performance overtime. Yet an opportunity to better understand the what and how general counsel and legal operations professionals assess law firm performance internally would be worth its weight in gold.听 This workshop offers a unique opportunity to hear directly from general counsel and corporate legal professionals about how they measure firm performance, areas where firms tend to fall short and how firms can make dynamic first impressions and deepen existing relationships.

 

Facilitators:
Aaron Boersma, Strategic Projects Lead, Global Affairs Finance, Google
Christopher Ende, Chief Revenue Officer, King & Spalding LLP
Peter C. Erichsen, General Counsel, Ropes & Gray LLP

 

2:45PM ET Workshop #2 - Carpe Diem: Strategic Opportunities in AI-Centric Law Firm Business Development (Breakout)

For Fortune 500 CEOs, entrepreneurs, and Silicon Valley venture capitalists, Generative AI represents the latest iteration of machine learning poised to effect economic and societal transformation. Colorfully evinced in popular technologies such as ChatGPT and Stable Diffusion, this 鈥渘ext generation鈥 of artificial intelligence (鈥淎I鈥) illustrates the ability of computers to generate original content and 鈥渓earn鈥 at an exponential rate on par with鈥攐r perhaps more efficiently than鈥攈uman beings. For many business leaders, such developments represent a near-fantastic evolution once consigned to the realm of science fiction and savvy law firm marketing and business development executives are exploring ways to capitalize on this latest wave of innovation. This workshop offers a practical exploration of business development strategy and matter-level execution in our modern climate. How can firms seize momentum and deliver on client expectations?

 

Moderator:
Peter B. McGlynn, Partner & Trial Department Chair, Bernkopf Goodman LLP

 

Facilitators:
Fernando Garcia, Senior Vice President, Legal and Governance, A Global Airline Company
Jared Jaskot, Lawyer, Jaskot.Law
Ray Meiring, Chief Operating Officer, QorusDocs

2:45PM ET Workshop #3 - By Leaps and Bounds: Reengineering Effective Client Teams (aka Strategic Accounts) (Breakout)

Most firms have client team initiatives. Many of these key client initiatives are waning or in need of a strategic boost. Turning these key client initiatives into a strategic account imperative of the firm is the critical next step to retain and grow those clients who are, and those clients who could be strategically important to the firm鈥檚 future. This workshop will focus on how to turn key clients into strategic accounts and the tactical steps necessary for obtaining alignment between the firm and its clients.

 

Facilitators:
Silvia L. Coulter, Principal, Business Development Practice Leader, LawVision Group, LLC
Alvidas Jasin, Director of Client Development, Ropes & Gray听
Josh
Johnston, Managing Director, Center for Client Experience, RSM US LLP
Chris Landry, Chief Executive Officer and Co-Founder, SigParser

4:15PM ET Break
4:45PM ET Champagne Breakout #1 - Fellow Travelers: The New Faces of the Marketing Team (Breakout)

Change is a constant, especially within a law firm, and as the legal industry itself continues to evolve, firms well recognize the need to adapt their marketing strategies to effectively engage clients. Considering continuous alterations of pricing models to the rapid development and adoption of AI tools, how might said changes also be impacting law firm marketing teams? To meet these growing demands within an increasingly dynamic digital landscape, firms are expanding marketing teams to include staff with new and/or unique skillsets. 听So, who are the new faces of the marketing department and what new skills are they bringing to the firm? This session will explore these emerging roles as well as the skills and expertise required for success in these positions. Our faculty will also offer insight into how these new roles can drive innovation, enhance client engagement, and elevate the firm’s overall marketing efforts.

 

Facilitators:
Jennifer Johnson, Chief Executive Officer, Calibrate
Jason Noble, President and CEO, ikaun
Lauren Piccolo-Ingram, Director of Client Development, Cooley LLP

4:45PM ET Champagne Breakout #2 - A Measured Response: Assessing Pricing and Profitability Metrics in Marketing Strategy (Breakout)

Lord Kelvin famously proclaimed that if something could not be measured, it could not be improved. For law firms, areas critical to consistent improvement come in the way of profitability and pricing. 听Though there are several metrics such as conversion rates, cost per lead, and SEO rankings that are tracked as a part of any solid marketing strategy, as pricing specialists join law firm marketing teams, bringing with them well-crafted pricing strategies and a renewed focus on profitably, how are these critical aspects of business influence weighing in on the marketing mix? Join us in a discussion of how the means of measure are evolving within marketing departments.

 

Facilitators:
Jeff Grossman, Chief of Strategic Initiatives, Proskauer Rose LLP
Lorrie Thomas Ross, CEO and The Marketing Therapist庐, Web Marketing Therapy, Inc.

4:45PM ET Champagne Breakout #3 - Paths Less Traveled: Impactful Collaboration for Retaining and Growing Revenue (Breakout)

Though there has never been a one-size-fits-all approach, the way firms collaborated with clients had seen seismic shifts over the past few years. Tried and true ways of in-person may not have always be possible during the pandemic, but now as the pendulum has begun to swing away from purely remote interactions, are firms returning to ageless proven methods of collaboration or are there innovative and unique approaches being pursued? Join us in this session to explore the trends and innovative methods for meeting and collaborating with business clients, enabling participants to enhance their client engagement strategies and drive impactful outcomes in a new working reality.

 

Facilitators:
Mitchell Sterling, Chief Client Development and Relationship Officer, Blank Rome LLP
Chris Whitmore, Practice Group Leader, Marketing and Business Development, Intapp

5:45PM ET Opening Night Reception

Please join us for cocktails and canap茅s as we reflect upon the day鈥檚 discussions. Spouses and significant others are welcome.

Thursday January 18, 2024

8:30AM ET Networking Breakfast

Please join peers and industry colleagues for a networking breakfast.

9:20AM ET Welcome & Opening Remarks

Jen Sander, Director, Enterprise Marketing, Events & Operations, 黑料大湿Posts

9:30AM ET Journey of A Thousand Miles: The State of Legal Marketing & Business Development Profession

As in any great quest, challenges during one鈥檚 journey often lead to transformative treasures. 听Though they brought welcomed rain for firms, the strenuous storms along the path of the past few years seem to be passing. As clouds dissipate, could changes in talent, technology and client demands poise risks to the newfound growth in the legal landscape? What additional challenges might the current pathway present and are there promises of opportunities on the horizon? Join us in an exploration based upon 黑料大湿Posts Institute survey data and research around the current and future states of legal marketing and business development.

 

Presenters:
Silvia L. Coulter, Principal, Business Development Practice Leader, LawVision Group, LLC
Brent Turner, Director, Advisory Services, 黑料大湿Posts

10:30AM ET Break
10:45AM ET Face to Face: Relationship Perspectives of General Counsel and Managing Partners

Since the pandemic, general counsel roles have been expanded.听 Outside of the regulatory oversight their departments provide, more and more in-house counsel are being brought to the table in strategy conversations that involve every facet of their businesses. Their departments are also being tasked to do less with more.听 Given the hand in hand relationship between in-house legal departments and their outside council, it is important for firms to understand and anticipate the shifts being experienced by general counsel.听 How can law firms better understand the changing needs of their in-house clients? With law firm rates rising and general counsel budgets shrinking, how can firms and general counsel address the disconnects around matter pricing? Join us in an open conversation of the in-house/law firm relationship.

 

Moderator:
Axel Threlfall, Editor-at-Large, Reuters

 

Panelists:
Aarash Darroodi, General Counsel, Fender Music Corporation

Leander A. Dolphin, Managing Partner, Shipman & Goodwin LLP
Fernando Garcia, Senior Vice President, Legal and Governance, A Global Airline Company
David Leonard, CEO Partner, McCarthy Tetrault
C. Bradley Vynalek, Firm President, Quarles & Brady LLP
Dan Weintraub, Managing Director, Chief Administrative & Legal Officer, Audax Group

12:00PM ET Networking Luncheon

Please join peers and industry colleagues during our networking luncheon.

1:00PM ET Break
1:15PM ET Breakout #1 - The Wand鈥檚 Wish: Reengineering the Firm via a Client-Centric Experience Strategy (Breakout)

Though the strategy may have worked in the long run, a famed tale recounts the enormous amount of energy expended to ultimately find a foot to match a shoe.听 Yet, if the foot (or person owning it) is truly the thing of importance, shouldn鈥檛 the shoe be reengineered to meet the needs of its wearer, especially when that wearer is uniquely important and irreplaceable?听 Unfortunately, in the current volatile market, law firms aren鈥檛 living in a fairytale, but the lessons learned can be of value. As profits decline and clients are forced to do more with less, it is crucial for law firms to look at reengineering their operations, processes, and strategies to prioritize the needs and expectations of their clients. Join us in a session that invites legal experts and firms who have undertaken reengineering efforts to better meet the needs of their clients to share their stories of challenges, successes in designing a client-centric experience.

 

Moderator:
Connor Kinnear, Chief Marketing Officer, Passle

 

Panelists:
Bela Grover, Chief Client Relationship Officer, Goodwin Proctor
Alexandra Guajardo, Global Director of Commercial Strategy, Bryan Cave Leighton Paisner LLP
Hans Haglund, Director of Business Development, Harness IP

1:15PM ET Breakout #2 - With Atlas in Hand: Exploring Cost Control-Pricing Strategies (Breakout)

Pricing can have one of, if not the, greatest impact on managing a law firm. From the client鈥檚 perspective, it influences how they value the firm鈥檚 services and, ultimately, helps them decide whether they鈥檒l hire the firm at all.听Figured into that pricing is a collective understanding of the cost of operations that the firm must maintain to offer its services to clients. Coupled with inflationary pressures and the rising cost of talent, those operational costs don鈥檛 seem to be shrinking.听 With the weight of rising prices on one side and client demands for lower costs on the other, how are firms shouldering the challenge to control costs?

听 听 听听

Moderator:
Jen Dezso, Director, Client Relations, 黑料大湿Posts

 

Panelists:
Ashton Batchelor, Chief Innovation & Value Officer, Blank Rome LLP

Keith Maziarek, Director of Pricing and Legal Project Management, Katten Muchin Rosenman LLP

Mike Raposa Jr., Senior Vice President 鈥 North America, RRD

1:15PM ET Breakout #3 - Winning Friends: Key Strategies to Gaining Influence in the Firm (Breakout)

Though it was written in 1936, Dale Carnegie鈥檚 famous work is still one of the most important books for professionals seeking to strengthen their networks. The challenge of influence remains an ever-present issue for law firm leadership, especially in an era where in-person water cooler connections have dwindled significantly. Given this shift, alongside the challenges inherent in creating connections, what are the best methods of legal leadership, and more specifically Chief Marketing Officers (CMOs), to exercise their influence in the current work environment? This session will explore some of the unique challenges faced by CMOs and key actions they might employ to enhance their impact within the firm. Our faculty will also outline opportunities where CMOs might use their influence towards driving business growth within their firms.

 

Moderator:
Nancy Kostakos, Chief Marketing Officer, Cooley LLP

 

Panelists:
Azeema Batchelor, Director of Business Development, Wiley Rein LLP
Kyle Clark, Practice Leader, Baker Botts (DC)
Kathryn Whitaker, Chief Marketing Officer, Burr Forman LLP

2:30PM ET Break
2:45PM ET Conference Keynote

Please join us for our keynote presentation.

 

David Epstein, Author, Range

3:45PM ET Break
4:00PM ET Breakout #1 - Bridges Over Barriers: The Challenges of Client Retention and Client Growth (Breakout)

When undergoing green space/white space analysis of top revenue clients, there is always excitement about potential opportunity.听 Yet the pursuit of the opportunity is often blocked by partners who won鈥檛 be team players and by outdated compensation systems that don鈥檛 reward 鈥渃ross-selling鈥. 听This all causes great challenges for firm leadership.听 What insightful solutions exist for firm leaders who are trying to solve for internal issues of client service?听 What more can the C-suite officers do to help motivate professionals to rally around firm efforts to attract and retain clients?

 

Moderator:
Joe Przybyla, Sr. Sales Director – North American Legal Vertical Lead, Introhive

 

Panelists:
Elizabeth Gooch, Chief Business Development and Marketing Officer, McDermott Will and Emery LLP
Dan Pulka, Chief Business Development and Marketing Officer, Troutman Pepper LLP

Gillian Ward, Chief Revenue Growth Officer (Fractional)

4:00PM ET Breakout #2 - Digital Journeys: Secrets of Marketing Success in an AI-Empowered Age (Breakout)

In our ever-developing digital age, legal marketing teams are faced with a rapidly evolving landscape that demands innovative approaches to stay competitive. Artificial Intelligence (AI) has emerged as a transformative force, enabling legal marketing professionals to enhance their strategies, improve customer engagement, and drive business growth like never before. From the creation of a personalized marketing experience to the growing use of of chatbots and virtual assistants, the possibilities that AI presents to both new and existing marketing methods are endless. This session will delve into the exciting ways legal marketing teams can utilize AI tools to navigate the complexities of the modern marketing ecosystem and explore how AI is expected to change the marketing landscape.

 

Moderator:
Adrian Lurssen, Co-founder, VP Strategic Development, JD Supra

 

Panelists:
Drew Hawkins, Director of Marketing Technology, Womble Bond Dickinson
Jeannie Muzinic, Chief Business Development & Marketing Officer, Fisher & Phillips
Katherine Wilson, Co-Founder, Fractional Law Firm CMO

5:15PM ET The Grand Reception

Please join us for cocktails and canap茅s. Spouses and significant others are welcome.

Friday January 19, 2024

8:30AM ET Networking Breakfast

Please join peers and industry colleagues for a networking breakfast.

9:30AM ET Breakout #1 - Trading Routes: Leveraging Marketing Activities for Future Revenue Potential (Breakout)

The connection between sales and marketing within an organization is intendedly strong but doesn鈥檛 always turn out to be a devoted pairing. Leads, and ultimately, the potential dollars that they yield can be decisively strengthened by the marketing department鈥檚 efforts and expertise. In implementing a strong strategic mix of targeted advertising, compelling content, and engaging events, marketers can attract potential customers and drive them towards the sales funnel, lending to the success for the entire organization.听 Join us to explore how marketing can best develop and/or promote engagement activities with an eye towards a return on these investments.

 

Moderator:
Kate Harry Shipman, Principal, KHS People LLC

 

Panelists:
Alina Gorokhovsky, Chief Executive Officer, SCG Legal
Kelly C. Harbour, Chief Business Development Officer, Goulston & Storrs PC
Terra Liddell, Chief Marketing Officer, Finnegan, Henderson, Farabow, Garrett & Dunner, LLP

9:30AM ET Breakout #2 - A Delicate Balance: Aligning Law Firm Revenue Goals and Client Legal Budgets (Breakout)

Well known is the adage that it is cheaper to keep an existing client than to attract a new one.听 Given that law firm rates are on the rise and corporate legal departments are being pressured to do more with less, firms are being forced to think creatively about their own financial management and operations. As the fiscal divisions between clients and firms widen, can firms be doing more to insulate long-standing relationships?听 For example, could firms charge a lower rate of commoditize work or are there forces unseen that make such change difficult? This session takes a deep dive into the interoperability of firms with an eye towards client service.

 

Moderator:

Jen Sander, Director, Enterprise Marketing, Events & Operations,听黑料大湿Posts

 

Panelists:
Jared Applegate, Chief Legal Operations Officer, Barnes & Thornburg LLP

George Ticknor, Partner, Locke Lord LLP

David C. Whitestone, Partner, Holland & Knight LLP

10:30AM ET Break
10:45AM ET Breakout #1 - A Change in Exchange: Gaining Meaningful Client Feedback to Inform the Law Firm鈥檚 Strategic Plan (Breakout)

Gathering feedback about how you gather your feedback from clients is crucial.听 Post matter surveys are often the baseline and, in many cases, might not be enough to be impressive to clients.听 Before moving forward to gain feedback, it is important to step back and understand who you should be targeting for meaningful responses from, what is important to them and how to pose questions that really gain insight about the performance of your firm. Join us in a session about how to engage clients in feedback towards an objective of affecting and impacting firm profitability.

 

Moderator:

Murray Joslin, Executive Vice President, Creative & Business Solutions, Integreon

 

Panelists:
Kushraj Cheema, North American Research Director, Chambers and Partners
Jeanne Hammerstrom, Chief Marketing Officer, Benesch
Bob Robertson, Chief Marketing Officer, Jackson Lewis

10:45AM ET Breakout #2 - Uncovering Riches: The Big Impact Today鈥檚 ERM/CRM Strategies Will Have on Sales Enablement in Law Firms (Breakout)

Whoever said, 鈥渨hat you don鈥檛 know can鈥檛 hurt you鈥 was never responsible for the legal oversight of a company. With a myriad of responsibilities, in-house legal departments might not have the time, nor the resources to garner a true and accurate understanding of how they perform against market counterparts or what market changes may be on the horizon that will greatly impact their businesses.听 However, law firms, with a wealth of knowledge and experience housed within their Client Relationship Management (CRM)/ Enterprise Relationship Management (ERM) systems, have an abundance of insightful information that would be highly valuable to their clients. Yet how to best mine that data and use it to create a valuable tool is easier said than done.听 This session welcomes an exploration into how firms can fully utilize their ERM/CRM data to improve their client experiences.

 

Moderator:

Steven Tyndall, CEO and Founder, Client Sense

 

Panelists:
Chris Fritsch, CRM Success Consultant and Founder, CLIENTSFirst Consulting LLC
Mark Levin, Chief Business and Development Officer, Marshall Gerstein
Barry Solomon, VP, M&A Integration, Litera

12:00PM ET Bloody Mary Brunch

Please join us for cocktails as we conclude this year鈥檚 program. Significant others welcome.

The Ritz-Carlton, Amelia Island

4750 Amelia Island Parkway
Amelia Island, FL 32034

An oceanfront luxury hotel located on 13 miles on beachfront, The Ritz-Carlton, Amelia Island is an exploration in coastal treasures including the flavors of salt and infused bourbon, the meditative movements of a hammock massage and the unspoiled natural beauty discovered while kayaking the Intracoastal Waterway. Guests can enjoy the lush maritime canopy, pristine beaches, and world-class spa and golf course throughout their stay.

PAID DELEGATE ATTENDEES:
As part of conference registration, 黑料大湿Posts is pleased to cover two (2) nights hotel room (including resort fee and taxes) at the Ritz-Carlton. Our default guest room nights are Wednesday, January 17 and Thursday, January 18, 2024. Guests wishing to extend their stay may submit arrival and departure dates during online checkout. All additional nights are billed to each guest by the hotel.

The Ritz-Carlton, Amelia Island issues confirmation emails once your reservation is processed.

Please be advised, our negotiated group guest room rate ($349/night plus room, tax, and resort fees) is valid from Tuesday, January 16 until Saturday, January 20. Inventory is extremely limited on shoulder nights and subject to availability.

If changes need to be made to your reservation, it is your responsibility to contact the hotel directly. If you wish to cancel altogether, please contact 黑料大湿Posts Institute.

FACULTY & SPONSORS:
Faculty and sponsors are responsible for securing their hotel accommodations. Interested parties may either book their room online or call the hotel directly at (904) 277-1100 to secure the 鈥満诹洗笫狿osts Marketing Partner Forum鈥 guest room rate ($349/night plus room, tax, and resort fees). You will be asked to provide a credit card when booking your room.

Please be advised, our negotiated group guest room rate is valid from Tuesday, January 16 until Saturday, January 20. Inventory is extremely limited on shoulder nights and subject to availability.

All reservations must be received by Friday, December 22, 2023.

HOTEL CANCELLATION/MODIFICATION POLICY:
Reservations must be cancelled/modified seven (7) days prior to arrival to avoid a penalty. Cancellations made within seven (7) days prior to arrival are subject to penalties. No-shows will be charged the full room revenue for the dates of the reservation.

TRAVEL & DIRECTIONS:
The Ritz-Carlton, Amelia Island is located 30 minutes from Jacksonville International Airport.

Please refer to official听for more details.

Sponsors