23rd Annual Marketing Partner Forum Transforming Value into Profitability

2016_MPF_Image

Event Details

Jan 20 - 22, 2016

Orlando, FL

$2,695

Join us next January as Marketing Partner Forum heads to Orlando for a three day summit on transformative value in law firm profitability and business development. Set against the Venetian luxury of the Loews Portofino Bay Hotel, Marketing Partner Forum will welcome law firm marketing partners, rainmakers, practice group heads, business development leaders and esteemed corporate counsel for a dynamic and vibrant conference designed for the industry’s elite.

For more information and to register, call 1-800-308-1700.

Special Offers

Group discounts available. For details call 1-800-308-1700

 

Why You Should Attend

  • Hear from venerable thought leaders both within and outside of the legal industry.
  • Network with colleagues and enjoy the family-friendly adventure of Universal Orlando®.
  • Broaden your horizons through a number of interactive seminars that ask participants to collaborate.
  • Participate in a number of compelling sessions designed for law firm partnership.
  • Interact with clients and network for new business.
  • Focus on global business development and the impact of “glocalization” on legal services.
  • Depart the event with practical takeaways to share with peers and firm leadership.

Who Should Attend

  • Law Firm Partners
  • Managing Partners
  • Marketing Partners
  • Practice Group Heads
  • Chief Marketing Officers
  • Senior Business Development Professionals

 

Event Co-Chairs

Silvia Coulter

Principal, LawVision Group LLC

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Paul F. Mickey Jr.

Partner, Steptoe & Johnson LLP

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Press Millen

Partner & Chair, Client Development Committee, Womble Carlyle Sandridge & Rice, LLP

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Event Keynote Speakers

Milton Ezrati

Partner, Senior Economist and Market Strategist, Lord, Abbett & Co. LLC;
Author,Thirty Tomorrows: The Next Three Decades of Globalization, Demographics, and How We Will Live

View Faculty Page
William D. Henderson

Professor of Law and Val Nolan Faculty Fellow, Indiana University Maurer School of Law

View Faculty Page

Event Details

Wednesday, Jan 20

1:00 pm
Pre-Conference Workshop 1 | Where Are You Going, Where Have You Been?: Investing in Junior Partners for Business Development (Breakout)

This workshop proposes a comprehensive approach to helping junior partners make a tangible contribution to their firm. Built upon personal experiences and lessons learned, our faculty will offer cogent advice on helping transition junior partners from “worker bees” to active contributors who directly impact firm profitability and revenue. Attendees will gain practical insight into key coaching techniques, building effective business plans, monitoring progress, and helping address any challenges surrounding a given individual’s psychological make-up.

Moderator:
Cindy Larson  Publisher, Super Lawyers, Thomson Reuters

Presenters:
Louis P. Britt, III
Managing Partner, Memphis Office, Ford & Harrison LLP
Samir A. GandhiPartner & Co-Practice Leader, Corporate Group, Sidley Austin LLP
Jason P. GrunfeldPartner & Head of Business Development, Kleinberg, Kaplan, Wolff & Cohen, P.C.

Pre-Conference Workshop 2 | Paradigm Shift: Investing in Legal Design Process for Improved Value & Profitability (Breakout)

At the 2015 National Summit on Innovation in Legal Services, the American Bar Association (ABA) challenged attendees to earnestly re-imagine the way legal service is delivered in the current market. One potential topic for exploration was the embrace of design thinking in the practice of law—or more precisely, of the way law firms can adopt a sustainable design process for helping lawyers gain a competitive advantage over their peers. This workshop, led by one of the most thoughtful academics and leading practitioners devoted to process improvement, offers an in depth examination of the impact of design on legal services and a digestible blueprint for incorporating design concepts at an individual partner or enterprise level.

Presenters:
Margaret HaganFellow and Lecturer in Law, Stanford Law School and Stanford Institute of Design
Philippe Mauldin Managing Director, Center of Applied Technology, Fidelity Investments

Pre-Conference Workshop 3 | Discerning Critical Growth & Business Development Strategies in Latin America (Breakout)

Latin America’s emerging markets have long been targets for US and European business development. Outside of Cuba, an area of focus for our Friday program, Latin America represents an amalgam of political, ideological and economic factions reflective of a region in turmoil. Foreign investors see opportunities in a number of markets—Brazil and Mexico especially—as moderate economic growth and historic regulatory developments have made these fragile yet lucrative markets a priority for business strategists. This practical workshop, led by senior partners from three of Latin America’s most distinguished law firms, offers unique insight into fostering referrals and building strong business relationships throughout the region; identifying major growth areas across both large and small markets; understanding the risk and elevated safety concerns involved with selling and marketing in the region; and mastering the myriad cultural nuances of engaging and communicating with clients.

Moderator:
Jaime Fernández MaderoPrincipal, Fernández Madero Consulting

Presenters:
Jaime CareyManaging Partner & Co-Head, Tax Group, Carey
Daniel Del Rio LoaizaSenior Partner & Head, Corporate and Mergers & Acquisitions Group, Basham, Ringe y Correa, S.C.
Fernando Peláez-PierSenior Partner, Hoet, Pelaez, Castillo & Duque; Past President, International Bar Association

4:30 PM
Champagne Roundtable 1 | Beyond Experience — The Game Changers (Breakout)

How does your law firm communicate and deliver value as a significant differentiator? In this session we will discuss two initiatives that are client-centric and true game-changers in winning, cementing and growing client relationships. We will discuss the process of launching and establishing these initiatives as part of “how business is done around here.” We will hear from both law firm and in-house counsel on how these initiatives have established greater transparency, trust and loyalty.

Facilitator:
Rose D. Ors –Founder & Chief Executive Officer, ClientSmart

Lead Speakers:
Vincent Cordo, Jr. – Global Sourcing Officer, Royal Dutch Shell plc
Christina L. Martini – Partner & Chair, Chicago Intellectual Property Practice Group, DLA Piper LLP
Rosanna Marrero Neagle – Vice President, Legal Affairs, Nestlé-Dreyers/Nespresso USA

 

Champagne Roundtable 2 | Carpe Diem: Transforming Sales Relationships through Pipeline Management (Breakout)

If legal technology has taught us one thing it is that each year brings with it an easier, more streamlined approach to cultivating and enhancing sales relationships. The influence of disruptive technology upon the industry has led to rabid competition and shorter incubation periods in which to foster new business. This roundtable lends practical advice on helping to enhance sales relationship through technologically-driven pipeline management.

Facilitators:
Craig Brown Principal Consultant, LawVision Group, LLC
Jennifer Castleberry –  Director of Marketing, Lane Powell PC
Joseph Przybyla – Regional Sales Manager, Elite, Thomson Reuters
Jennifer M. WhittierChief Brand Officer, Cole Valley Software, Inc.

Champagne Roundtable 3 | Help Wanted: Recalibrating Talent for the Changing Marketing & Business Development Org Chart (Breakout)

As practice evolution and industry-wide competition continue to grow ever more pronounced, many legal service providers are demanding a new spate of professional talent for specialty roles within the firm. This discussion addresses shifting staffing demands and critical skill sets emerging in the new economy. Our facilitators will reflect upon the industry pulse and consider a number of key challenges, including: Where to find talent? How to retain talent? And how best to cultivate the next generation of business development professionals.

Facilitators:
Ed Ingram Senior Manager, Global Talent Management, Latham & Watkins LLP
Jennifer Johnson Scalzi Founder, J. Johnson Executive Search
Erin Meszaros, Chief Business Development & Marketing Officer, Sutherland Asbill & Brennan LLP
Lisa M. Simon Chief Client Development Officer, Lathrop & Gage LLP

Champagne Roundtable 4 | Law Firm Partner Roundtable - For Partners Only (Breakout)

Marketing Partners, Managing Partners, and practice group heads are invited to discuss the challenges they face in today’s tumultuous global industry. The dynamics of demanding clients; competitors’ grabs for clients and market share, and a changing and mature industry keeps today’s managing and marketing partners on their toes. Come prepared with your thoughts, questions and ideas and share insights with your peers and colleagues.

Moderator:
Silvia L. Coulter Principal Consultant, LawVision Group

Facilitators:
Peter B. McGlynn
– Partner & Litigation Chair, Bernkopf Goodman LLP
Paul F. Mickey, Jr.Marketing Partner, Steptoe & Johnson LLP
Pressly M. Millen Partner & Chair, Client Development Committee, Womble Carlyle Sandridge & Rice, LLP

5:30 PM
Opening Night Reception

Opening Night Reception

Thursday, Jan 21

8:30 AM
Breakfast
9:20 AM
Welcome & Opening Remarks

Mike AbbottVice President, Client Management and Thought Leadership, Thomson Reuters

9:30 AM
Legal Industry Trends: A Data-Driven Dive on Legal Marketing and Business Development Across the Industry

This presentation will share findings from the annual Marketing Partner Forum attendee survey and offer cogent analysis of the current state of the legal industry.

Presenters:
Silvia L. Coulter Principal Consultant, LawVision Group
Steven R. PetrieChief Strategy Officer, Faegre Baker Daniels LLP

10:30 AM
Morning Break
10:45 AM
Marketing through Mergers: Strategy, Integration & Business Development Opportunities Pre- & Post-Acquisition

The ongoing consolidation of the legal market has underscored a number of calculated wagers by prominent Big Law entities looking to enhance or (re)define their global brand. The Dacheng Dentons merger, which displaced Baker & McKenzie as the world’s largest law firm, epitomizes the boldest move yet by western firms to capitalize on China’s growing economic might. So too was DLA Piper LLP’s acquisition of Davis LLP in Canada and Morgan Lewis & Bockius’s partnership with Singapore’s Stamford Law Corporation each a telling sign of many firms’ strategic plan to engage clients through inorganic growth in strategic markets. This discussion adopts a practical tone in addressing critical concerns and best practices for defining strategy and integrating multiple marketing departments under a single brand. Our faculty will share candid advice on how to win and retain clients through pre- and post acquisition and navigate the political pitfalls within.

Moderator:
Ralph Baxter – Chairman, Thomson Reuters Legal Executive Institute

Panelists:
David FoltynChairman & Chief Executive Officer, Honigman Miller Schwartz and Cohn LLP
James J. MaiwurmChair Emeritus & Senior Counsel, Squire Patton Boggs
Lee Miller Chair Emeritus, DLA Piper LLP

12:00 PM
Luncheon
1:15 PM
Breakout Session 1 | Leadership in Transition: The Practice Group Chair’s Evolving Role in Driving Revenue (Breakout)

Client expectations, lateral activity and increased market competition have forced many firms to closely re-examine the role of practice group chairs in new business development and client retention. As both external spokesmen and strategic leaders, practice group chairs are facing added pressure to anticipate client needs and deliver profitable yet efficient legal service at every step along the way. This workshop addresses the evolving responsibilities and key leadership qualities required of practice group heads in the current climate. Participants are encouraged to share their personal experiences and challenges with their peers.

Moderator:
Dave WhitesideSenior Business Development Specialist, Thomson Reuters

Panelists:
Steven BellChief Sales & Marketing Officer, Womble Carlyle Sandridge & Rice, LLP
J. Gordon Cooney, Jr. Partner & Chair, Litigation Practice, Morgan Lewis & Bockius LLP
David S. Felman – Shareholder & Co-Chair, Corporate & Tax Group, Hill Ward Henderson, P.A.
Kurt L. GlitzensteinPrincipal & Litigation Practice Group Leader, Fish & Richardson P.C.

Breakout Session 2 | Invasive Maneuvers: Emerging Markets, Client Demand & the Rise of the Big 4 in Legal Services (Breakout)

If the recent formation of the ABA Commission on the Future of Legal Services is any indication, the United States legal system is very much aware of the long term ramifications of the UK Legal Services Act of 2007 on non-US legal engagements. For corporate clients interested in streamlining their legal fees and working with fewer partners, the Big 4’s newly-accredited legal services have acted as de facto siren’s calls away from the dreaded billable hour. This conversation examines the long-term impact of the Big 4 on process-oriented work in the legal market and considers how these firms are bolstering their proximity to a larger slice of the proverbial pie.

Moderator:
Bruce MacEwen, President, Adam Smith, Esq.

Panelists:
Anne L. Ristic, Assistant Managing Partner, Stikeman Elliott LLP
Janet Stanton, Partner, Adam Smith, Esq.
Melanie Zaletsky, Global Head of Strategic Innovation, Hogan Lovells US LLP

Breakout Session 3 | The New Diversity Metrics: Reflections from In-House Counsel on Diversity & Inclusion in the Client-Attorney Relationship (Breakout)

Today’s corporate legal departments, whether in response to enterprise-wide policy or self-imposed mandates, are emphasizing diverse representation within their outside counsel as major criteria for awarding legal work. And while many firms have incorporated women, persons of color, LGBTI-identifying professionals and disabled individuals as part of a client team, few have truly mastered the long-term value of selling their diverse assets to the client. This interactive discussion will offer valuable insight into the sophisticated metrics leading legal departments are deploying against outside counsel, as well as new and exciting ways firms can better leverage their diversity when pursuing business development.

Moderator:
Jan Anne DubinPrincipal, Jan Anne Dubin Consulting

Panelists:
Bindu DhaliwalAssociate General Counsel & Director, Environmental, Social and Governance, BMO Financial Group
Michael HenryExecutive Director & Chief Compliance Officer, Merchant Banking & Real Estate Investing; Chair, Legal & Compliance Diversity & Inclusion Committee, Morgan Stanley
John E. MitchellPrincipal, KM Advisors, LLC
Dorothy QuannVice President & General Counsel, Xerox Canada Ltd.

 

Breakout Session 4 | Designing a Wholly Integrated Marketing and Business Development Model (Breakout)

Content marketing is a key business development strategy in today’s legal environment. Many legal practitioners are actively seeing to converse with clients—as opposed to merely speaking at them—in an effort to capture better ROI. But with so many forms of content marketing readily available, an uneven, often disjointed product is often produced. This roundtable examines some of the most effective strategies deployed by leading firms to fully integrate marketing and business development strategy for meaningful, lasting value to clients. Our facilitators will demonstrate how best to effectively integrate the myriad formats of direct mail, email, sales calls, digital outreach and more.

Moderator:
Robert AlstonSales Director, Business Development & Expert Services, Thomson Reuters

Panelists:
David C. Burkhardt – Client Service Director, Wyrick Robbins Yates & Ponton LLP
Beth Marie CuzzoneDirector of Client Service and Business Development, Goulston & Storrs PC
Ian H. Turvill – Chief Marketing Officer, Freeborn & Peters LLP

2:30 PM
Afternoon Break
2:45 PM
The Ties That Bind: Building Cross-Generational Leadership in Client Relations

With so much competition across the AmLaw200, many law firms find themselves competing for talent across all generational levels. Talent attrition is part of every industry. But the legal market seems especially sensitive to changes in staff given its fundamental bedrock of establishing and maintaining client relations. This panel addresses the business imperative of building a diverse, multi-generational client team to fortify legal service. Our panel will discuss why clients favor firms with multi-generational talent and how investing in this approach can yield both short and long-term dividends.

Moderator:
Amanda K. BradyGlobal Practice Leader – Law Firm Management, Major, Lindsey & Africa

Panelists:
Steven Burres – Associate General Counsel, Rotech Healthcare Inc.
Steven Kaplan – Executive Vice President & General Counsel, XOS Digital, Inc.
Melissa R. Margulies – Client Service Counsel, Ballard Spahr LLP
Michele E. Martin  Legal Personnel Partner, Morgan Lewis & Bockius LLP
Amanda Perry – Corporate Attorney, A. Duda & Sons, Inc.

 

4:00 PM
Break
4:30 PM
Thursday Night Reception

Friday, Jan 22

8:00 AM
Breakfast
8:55 AM
Opening Remarks
9:00 AM
Morning Keynote & Response | 30 Tomorrows: The Impact of Global Macroeconomic Trends on Legal Business

In an era of political instability and economic flux, what does the legal client of the future truly look like? What impact will the formidable combination of aging populations in America, Europe and Japan and the emerging economies of India, Brazil and China have on the needs and expectations of legal services over the next three decades? Marketing Partner Forum is pleased to welcome renowned Lord, Abbett & Co Senior Economist Milton Ezrati and Indiana University Professor of Law William Henderson for a fascinating exploration of the impact of global macroeconomic trends on legal business. Join us as we offer a provocative and detailed forecast for today’s forward-thinking law firm business development professional.

Presenters:
Milton Ezrati
Partner, Senior Economist and Market Strategist, Lord, Abbett & Co. LLC; Author, Thirty Tomorrows: The Next Three Decades of Globalization, Demographics, and How We Will Live
William D. HendersonProfessor of Law and Val Nolan Faculty Fellow; Indiana University Maurer School of Law

10:30 AM
Announcement of Raffle Winners & Morning Break
10:45 AM
Breakout Session 1 | From Swords to Plowshares: Cuba, Legal Business Development and Industrial (R)evolution (Breakout)

President Barack Obama’s historic decision to reopen diplomatic relations with Cuba in December 2014 sent shock-waves throughout a nation eager to explore new business development opportunities with one of its closest (yet estranged) neighbors. For those legal service providers with Cuba-focused practice areas, such attempts at normalized relations signaled a golden opportunity to assist clients seeking guidance on US embargo issues, compliance mandates, human rights concerns and more. This session offers an earnest examination of short- and long-term legal business development opportunities in one of the world’s most underdeveloped—and fertile—economies.

Moderator:
Mark Beese – President, Leadership for Lawyers LLC

Panelists:
Eddy ArriolaChairman of the Board & Chief Executive Officer, Apollo Bank
Alan A. LipsPartner, Gerson, Preston, Robinson & Company, PA
Peter A. Quinter – Shareholder & Chair, Customs & International Trade Law Group, GrayRobinson, P.A.

Breakout Session 2 | Catching Fire: New Legal Business Around Medical Marijuana (Breakout)

The growing momentum surrounding medical marijuana’s legalization in 23 states (plus the District of Columbia) suggests a paradigm shift amongst US voters to see federal legislation like the Controlled Substances Act (CSA) realigned in accordance with evolving cultural sentiments and perceptions. Several proactive law firms, as if sensing a potential goldmine, were quick to capitalize on their industry expertise and address the early wave of client concerns surrounding marijuana-related business. This discussion, featuring both nationally recognized legal experts and cannabis industry business executives, will analyze the burgeoning complexity of one of the nation’s hottest markets at an historic point in time.

Moderator:
Hilary Bricken
Attorney, Canna Law Group, Harris Moure, PLLC

Panelists:
Tae DarnellPresident & General Counsel, Sensi Media Group
Colin KelleyChief Operating Officer, Leafline Labs, LLC
Patrick MoenManaging Director & General Counsel, Privateer Holdings, Inc.

Breakout Session 3 | Good Night, and Good Luck: Managing Rainmaker Succession Planning Across the Firm (Breakout)

Rainmaker succession planning has long been a challenge for law firms executives around the globe. As a business buoyed by key client relationships and renowned legal luminaries, law firms often face tempestuous seas when it comes to replacing significant departures or retirees. This candid conversation offers practical guidance on how to manage and transition the loss of key partner talent tethered to major client accounts and practice areas. Our seasoned panel will deliver critical takeaways in light of significant business transformation.

Moderator:
Molly Miller – Chief Content Officer & Chief Marketing Officer, ALM

Panelists:
Kathleen Cannon Managing Partner, Washington D.C. Office, Kelley Drye & Warren LLP
Peter B. McGlynn – Partner & Litigation Chair, Bernkopf Goodman LLP
Paul F. Mickey, Jr. Marketing Partner, Steptoe & Johnson LLP
Pressly M. Millen  Partner & Chair, Client Development Committee, Womble  Carlyle Sandridge & Rice, LLP

12:00 PM
Conclusion
Milton Ezrati

Partner, Senior Economist and Market Strategist, Lord, Abbett & Co. LLC;
Author,Thirty Tomorrows: The Next Three Decades of Globalization, Demographics, and How We Will Live

View Faculty Page
William D. Henderson

Professor of Law and Val Nolan Faculty Fellow, Indiana University Maurer School of Law

View Faculty Page
Mike Abbott

Vice President, Client Management and Thought Leadership, Thomson Reuters

View Faculty Page
Robert Alston

Sales Director, Business Development & Expert Services
Thomson Reuters

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Eddy Arriola

Chairman of the Board & Chief Executive Officer, Apollo Bank

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Ralph Baxter

Senior Advisor
Thomson Reuters Legal

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Mark Beese

President, Leadership for Lawyers LLC

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Steven M. Bell

Chief Sales & Marketing Officer
Womble Carlyle Sandridge & Rice LLP

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Amanda K. Brady

Global Practice Leader – Law Firm Management, Major, Lindsey & Africa

View Faculty Page
Hilary Bricken

Attorney, Canna Law Group, Harris Moure, PLLC

View Faculty Page
Craig Brown

Principal Consultant, LawVision Group, LLC

View Faculty Page
David C. Burkhardt

Client Service Director, Wyrick Robbins Yates & Ponton LLP

View Faculty Page
Steven Burres

Associate General Counsel, Rotech Healthcare Inc

View Faculty Page
Louis P. Britt III

Managing Partner, Memphis Office, Ford & Harrison LLP

View Faculty Page
Kathleen Cannon

Managing Partner, Washington D.C. Office, Kelley Drye & Warren LLP

View Faculty Page
Jaime Carey

Managing Partner, Carey

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Jennifer Castleberry

Director of Marketing & Business Development, Davis Wright Tremaine LLP

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J. Gordon Cooney Jr.

Partner & Chair, Litigation Practice, Morgan Lewis & Bockius LLP

View Faculty Page
Vincent Cordo Jr

Global Sourcing Officer, Royal Dutch Shell PLC

View Faculty Page
Beth Marie Cuzzone

Director of Client Service and Business Development, Goulston & Storrs PC

View Faculty Page
Tae Darnell

President & General Counsel, Sensi Media Group

View Faculty Page
Daniel Del Rio Loaiza

Senior Partner & Head, Corporate and Mergers & Acquisitions Group, Basham, Ringe y Correa, S.C.

View Faculty Page
Bindu Dhaliwal

Associate General Counsel & Director, Environmental, Social and Governance, BMO Financial Group

View Faculty Page
Jan Anne Dubin

Principal
Jan Anne Dubin Consulting

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David S. Felman

Partner
Hill Ward & Henderson

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David Foltyn

Chairman & Chief Executive Officer, Honigman Miller Schwartz and Cohn LLP

View Faculty Page
Samir A. Gandhi

Partner & Co-Practice Leader, Corporate Group, Sidley Austin LLP

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Kurt L. Glitzenstein

Principal & Litigation Practice Group Leader, Fish & Richardson P.C.

View Faculty Page
Jason Grunfeld

Client Development Partner, Kleinberg, Kaplan, Wolff & Cohen, P.C.

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Margaret Hagan

Fellow and Lecturer in Law
Stanford Law School and Stanford Institute of Design

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Michael Henry

Executive Director & Chief Compliance Officer, Merchant Banking & Real Estate Investing

View Faculty Page
Ed Ingram

Senior Manager, Global Talent Management, Latham & Watkins LLP

View Faculty Page
Stephen Kaplan

Executive Vice President & General Counsel, XOS Digital, Inc.

View Faculty Page
Colin Kelley

Chief Operating Officer, Leafline Labs, LLC

View Faculty Page
Cindy Larson

Publisher, Super Lawyers
Thomson Reuters

View Faculty Page
Alan A. Lips

Partner, Gerson, Preston, Robinson & Company, PA

View Faculty Page
Bruce MacEwen

President
Adam Smith, Esq.

View Faculty Page
Jaime Fernandez Madero

Principal, Fernández Madero Consulting

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James J. Maiwurm

Chair & Global Chief Executive Officer, Squire Patton Boggs

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Melissa R. Margulies

Client Service Counsel, Ballard Spahr LLP

View Faculty Page
Michele E. Martin

Legal Personnel Partner, Morgan Lewis & Bockius LLP

View Faculty Page
Christina L. Martini

Partner & Chair, Chicago Intellectual Property Group, DLA Piper LLP

View Faculty Page
Philippe Mauldin

Managing Director, Center of Applied Technology, Fidelity Investments

View Faculty Page
Peter B. McGlynn

Partner & Litigation Chair, Bernkopf Goodman LLP

View Faculty Page
Erin Meszaros

Chief Business Development & Marketing Officer, Sutherland Asbill & Brennan LLP

View Faculty Page
Lee I. Miller

Partner & Global Co-Chairman
DLA Piper LLP

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Molly Miller

Chief Content Officer & Chief Marketing Officer, ALM

View Faculty Page
John E. Mitchell

Principal, KM Advisors, LLC

View Faculty Page
Patrick Moen

Managing Director & General Counsel, Privateer Holdings, Inc.

View Faculty Page
Rosanna Marrero Neagle

Vice President, Legal Affairs, Nestlé-Dreyers/Nespresso USA

View Faculty Page
Rose D. Ors

Founder & Chief Executive Officer
Clientsmart

View Faculty Page
Fernando Pelaez-Pier

Senior Partner, Hoet, Palaez, Castillo & Duque; Past President, International Bar Association

View Faculty Page
Amanda Perry

Corporate Attorney, A. Duda & Sons, Inc.

View Faculty Page
Steven R. Petrie

Chief Strategy Officer, Faegre Baker Daniels LLP

View Faculty Page
Joseph Przybyla

Regional Sales Manager, Elite
Thomson Reuters

View Faculty Page
Dorothy Quann

Vice President & General Counsel, Xerox Canada

View Faculty Page
Peter Quinter

Shareholder & Chair, Customs & International Trade Law Group, GrayRobinson, P.A.

View Faculty Page
Anne L. Ristic

Assistant Managing Partner, Stikeman Elliott LLP

View Faculty Page
Jennifer Johnson Scalzi

Founder, J. Johnson Executive Search

View Faculty Page
Lisa M. Simon

Chief Client Development Officer, Lathrop & Gage LLP

View Faculty Page
Janet Stanton

Partner, Adam Smith, Esq.

View Faculty Page
Ian H. Turvill

Chief Marketing Officer, Freeborn & Peters LLP

View Faculty Page
Dave Whiteside

Senior Business Development Specialist, Thomson Reuters

View Faculty Page
Jennifer M. Whittier

Chief Brand Officer, Cole Valley Software, Inc.

View Faculty Page
Melanie Zaletsky

Global Head of Strategic Innovation, Hogan Lovells US LLP

View Faculty Page

Accreditation

Loews Portofino Bay Hotel at Universal Orlando®

5601 Universal Blvd
Orlando, FL 32819
Phone: (407) 503-1000


HOTEL WEBSITE

Room Reservations:

Please visit our online booking link at http://uo.loewshotels.com/en/Portofino-Bay-Hotel/GroupPages/Thomson-Reuters

Alternatively, you may call Loews Reservations Center at 866.360.7395 and reference the “Thomson Reuters Marketing Partner Forum” to obtain the group rate of $249/night plus taxes.The cut off date for guest room reservations at the group rate is Monday, December 28, 2015. Rooms are subject to availability.

Attendees who qualify for Complimentary 2 Nights Guest Room Accommodations:
Attendees who qualify for 2 complimentary room nights MUST STILL CALL to reserve their guest rooms. The hotel must obtain credit card information to guarantee the reservation, but no deposit will be taken. A credit card must also be presented upon check in to cover incidentals and additional room nights, as applicable. The hotel has various room types and guests are welcome to upgrade as available at their own cost. The payment information will be updated in the hotel’s system in December 2015 (approximately) once we provide final documentation to the hotel.

Check In/Check Out
Check-in is at 4:00PM and check-out is at 11:00AM. Video checkout is available in all rooms on the Introduction Channel of the television set. Receipts can be picked up at the front desk or emailed by request.

Average Climate
January:
High: 72°
Low: 49°

Airport Transportation:
Orlando International Airport (MCO) is located approximately 25 minutes or 15 miles from Loews Portofino Bay Hotel.

Destination MCO has been selected as the preferred vendor for airport transportation for Loews Hotels at Universal Orlando. Destination MCO offers exclusive chauffeured services beginning at $90, for a sedan, inclusive of tax and gratuity. Destination MCO’s service can be charged to guest room. Reservations are required and may be made directly through the Concierge at 407-503-1200.

Mears Transportation offers a shared airport shuttle. No reservations are necessary upon arrival for this shared ride shuttle. At the Mears counter, found on level one at the airport, guest can purchase a ticket for the shuttle, which departs every 30-40 minutes. Shuttle is not direct between airport and hotel; shuttle will make stops along the way to drop off other passengers. One way adult fare is $19, round trip adult fare is $30. Reservations are required for return trip to airport, pick up time is three hours prior to flight time. Reservation can be made through the Concierge at 407-503-1200.

On Demand Chuffer has been selected as the sole provider of in town transportation for Loews Hotels at Universal Orlando. They are readily available on our front drive 24 hours a day, with sedans, SUVs, or Vans. On Demand Chuffer services are not available for in bound flight arrivals. Flat rates are set according to size of party. For rates and additional information please contact the Concierge at 407-503-1200

Taxi Service is available from the airport for an approximate fare of $45-50 each way. Metered taxis can be requested at the concierge for return transportation to the airport. Please allow 15 to 20 minutes for taxis to arrive to hotel.

Car Rental:
Hertz Car Rental is located in front of the Portofino Club Lounge, which is located next to Bar American.  The hours of operation are 8:00am – 5:00pm daily.   Please call 407-503-1156 or 1-800-654-3131 for reservations.

Parking:
There are 710 guest valet and self-parking spaces in the hotel.
Valet Parking:
Overnight guest rate is $25.00 plus tax per night.
Day rate for visitors is $30.00 plus tax.
Self Parking:
Overnight guest rate is $18.00 plus tax per night.
Day rate for visitors is $20.00 plus tax.

Internet Access:
Complimentary High-speed wireless internet access is available in the group’s meeting space, hotel lobby, harbor, and pools. High-speed wireless internet is available in guest room for a cost of $9.95 per device for a 24-hour period. A three day package is available for $24.95.

Business Center:
PSAV Presentation Services manages the business center located on the lobby level of the hotel.  The hours of operation are Monday through Friday 7:00AM – 5:30 PM and Saturday 7:00AM – 12:00PM.  The Business Center is closed on Sundays.   Hours of operation are subject to change.

Twenty-four hour access to computers and a printer is available to the Business Center using your room key.

Their business services include faxing, copying, transparencies, computer access, notary service, packing and shipping services, and document binding.  They carry a variety of office supplies and can be reached at 407-503-1250 or via e-mail at portofinobc@psav.com

Newspapers:
Upon request at check in a complimentary newspaper can be delivered to the room.

UNIVERSAL ORLANDO COMPLIMENTARY TRANSPORTATION:
Guests of the hotel will receive complimentary transportation to Universal Orlando via a 10-minute boat ride or 10-minute shuttle ride.  The hours of operation for the boats/shuttles are one hour prior to the parks opening until 2:15am.  Guests are able to catch the boat at the dock located by the west wing of the hotel. The boats leave the dock every 15-20 minutes.  Guests are able to catch the shuttle at the bus piazza located adjacent to the main entrance of the hotel at 10 and 40 on the hour. 

Universal Orlando® Resort:
Your stay at Loews Portofino Bay Hotel places you right in the center of the world’s most exciting entertainment destination. Universal Orlando® Resort is a spectacular vacation destination encompassing the world’s two most amazing theme parks side-by side, a vibrant entertainment center, and magnificently themed AAA Four Diamond Award® winning on-site hotels. At Universal Orlando Resort you’ll find Universal Studios Florida®, the world’s premier movie and TV based theme park. Plus you’ll experience innovative thrills and unexpected adventures that challenge all your senses at Universal’s Islands of Adventure® theme park. It’s all within a short walking distance of Loews Portofino Bay Hotel…and as an on-site hotel guest, you receive an exclusive package of theme park benefits to enjoy it all!

GUEST BENEFITS:
As a guest at Loews Portofino Bay Hotel you receive an exclusive package of theme park benefits, including:

  • Early Park Admission to The Wizarding World of Harry Potter™, one hour before the theme park opens (valid theme park admission required), before nearly all other guests. This is your opportunity to avoid significant wait times due to the area’s immense popularity.
  • Universal ExpressSM ride access to skip the regular lines* throughout both theme parks –- a FREE benefit worth up to $87 per person, per day^ (valid theme park admission required). It’s the fastest way to ride – enjoy unparalleled access all day long, as often as you’d like, just by showing your hotel room key card at each express entrance.
  • Take the complimentary water taxis along picturesque waterways or ride the shuttle bus directly to both theme parks and Universal CityWalk®.
  • Priority seating at select restaurants throughout both theme parks and CityWalk®.
  • Complimentary delivery of merchandise purchased throughout the resort to your on-site hotel room.
  • Resort-wide charging privileges with your room key card. Use your hotel room key card to charge food and merchandise at Universal Orlando locations where credit cards are accepted.
  • Universal Orlando character dining with some of your favorite theme park characters. Have fun as they pose for pictures, sign autographs, and interact with everyone at your table… just wait until you tell everybody back home who YOU had dinner with!
  • Start your day with a wake-up call from one of your favorite Universal Orlando characters.

†Requires paid theme park admission. Early Park Admission begins one hour prior to Universal’s Islands of Adventure regular opening hour for on-site hotel guests and is valid 7 days a week for travel through 12/31/12, valid only at Harry Potter and the Forbidden Journey™, Flight of the Hippogriff™, Dragon Challenge™ and The Cat in the Hat™. Universal Express ride access is not valid during Early Park Admission. Additional restrictions may apply and the foregoing benefits are subject to change without notice. *Not valid at Harry Potter and the Forbidden Journey and other select attractions. On-site hotel privileges good for hotel stay as indicated on the room key card. Only good for the number of guests staying in the room. Paid theme park admission required. Some attractions excluded.  Express ride access available during normal theme park operating hours only. Not valid for separately ticketed special events. ^Based on peak pricing for the Unlimited Express pass, sold exclusively at the Universal Orlando® theme park front gates.

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