The 25th Annual Marketing Partner Forum Driving Revenue through Business Intelligence

Event Details

Jan 24 - 26, 2018

Rancho Palos Verdes, CA

$2695 USD - SOLD OUT

Register Now

For questions about this event, please call 1-800-308-1700

In January 2018, Marketing Partner Forum returns to Terranea Resort in Rancho Palos Verdes, CA to celebrate its 25th anniversary. Designed for law firm partners and the industry’s senior-most marketing & business development professionals, our three day summit welcomes some of the brightest minds around for a series of workshops, breakouts, keynotes and panels set against the breathtaking Southern California coast.

Due to overwhelming demand, we are no longer able to offer room accomodations at Terranea. A very limited quantity of  discounted tickets are available without hotel accommodations. Interested parties are advised to seek accommodations at nearby hotels within 10 miles of the property. Please enter discount code FLASH30 during online checkout to yield a 30% savings on conference registration.

Please call 1-800-308-1700 with any questions.

We apologies for any inconvenience.

See our photo galleries from The 24th Annual Marketing Forum:

Wednesday, January 25, 2017

Thursday, January 26, 2017

Friday, January 27, 2017

Special Offers

  • Group discounts available! Call today.

Why You Should Attend

  • Marketing Partner Forum is designed for client development partners, rainmakers, and the senior-most legal marketing and business development professionals across the profession.
  • Our content reflects the experience and sophistication of our international audience in terms of rigor, ambition and scope.
  • Attendees can expect to engage venerable thought leaders both within and outside of the legal industry.
  • Our program offers ample networking opportunities and the stunning scenery, golf course, spa and hiking trails at one of California's most idyllic resorts.
  • Participants can take advantage of our law firm partner conference track, consisting of several compelling sessions designed specifically for legal practitioners.
  • We have also created a brand new solo & small law firm track, with sessions designed for business development executives & partners alike.
  • Finally, attendees can interact directly with senior clients and network for new business;
  • Refresh & reflect at our Wednesday Welcome Luncheon and Friday Bloody Mary Brunch;
  • And depart the event with practical takeaways to share with peers and firm leadership.

    Who Should Attend

  • Law Firm Chief Marketing Officers
  • Senior Business Development Personnel
  • Business Development Partners
  • Client Relationship Partners
  • Chief Strategy Officers

    Last Year's Highlights

  • Event Co-Chairs

    Silvia Coulter

    Principal, LawVision Group LLC

    View Faculty Page
    Beth Marie Cuzzone

    Chief Business Growth Officer, Goulston & Storrs PC

    View Faculty Page
    Samir A. Gandhi

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

    View Faculty Page
    Mark Usellis

    Chief Strategy Officer, Davis Wright Tremaine LLP

    View Faculty Page

    Event Keynote Speaker

    Captain Richard Phillips

    Captain, Maersk Alabama; Author; A Captain's Duty

    View Faculty Page

    Event Details

    Wednesday, Jan 24

    12:00 PM
    Registration & Welcome Luncheon

    Please join us for lunch  on the Palos Verdes Terrace as we kick off our silver anniversary program.

    1:00 PM
    Aligning the Stars: Collaborative Management Strategies in Lawyer Compensation (Breakout)

    Lawyer compensation systems remain a delicate issue for many law firm executives. Despite acknowledging the new realities of a transformed legal market, the internal culture within many firms remains grounded in an eat-what-you-kill mentality brought about by years of professional solipsism. Convinced that a more collaborative managerial approach is required to better align and recalibrate compensation systems, this workshop asks participants to address a number of critical questions:

    • How can firmwide compensation systems align with strategic goals?
    • How can collaboration/teamwork be reflected/rewarded in compensation? How can it be assessed?
    • How can a compensation system balance firm success with individual performance?
    • What is the role of communications in the compensation process?
    • What are the pros & cons of:
      • Subjective compensation systems?
      • Objective compensation processes?

    Moderator:
    Janet Stanton, Partner, Adam Smith, Esq.

    Facilitators:
    Jason P. Grunfeld, Partner & Head of Business Development, Kleinberg, Kaplan, Wolff & Cohen, P.C.
    J. Stephen Poor, Partner & Chair Emeritus, Seyfarth Shaw LLP
    Anne Ristic, Co-Managing Partner, Toronto, Stikeman Elliott LLP

    Metrics that Matter: A Law Firm Management Workshop (Breakout)

    In a rapidly segmenting legal market, data analytics and business intelligence are critical drivers of success. Tasked with defining and executing overall business strategy, law firm officers can often feel overwhelmed by the sheer amount of available information both within and outside the firm. This interactive workshop separates fact from fiction when evaluating law firm performance.  Led by some of the industry’s shrewdest minds, participants will gain comprehensive knowledge of which metrics truly matter from a business development & marketing standpoint. Key areas of focus include:

    • How to deploy financial analysis to fashion the most competitive service model;
    • How to measure real “profit” and identify key drivers of change;
    • How to establish an enterprise culture that embraces data analytics;
    • How to broaden the concept of “leverage” to include technology and other 21st century resources

    Facilitators:
    Dr. Evan Parker, Managing Director, Analytics & Research, LawyerMetrix
    Steven R. Petrie, Chief Strategy Officer, Faegre Baker Daniels LLP
    Jill Weber, Chief Marketing & Business Development Officer, Stinson Leonard Street LLP

    Mind the Gap: Mastering Partner Succession Planning & Practice Group Transitions (Breakout)

    For law firm executives and legal clients, transitioning practice group heads or relationship partners can cause significant headaches. Challenges arise around preserving client interests, educating colleagues, managing communications, or seamlessly re-distributing large books of business. Elaborating upon takeaways from last year’s Forum, this workshop offers essential guidance on:

    • How to start the dialogue with a senior, obstinate, or underperforming partner;
    • How to assess and vet competencies in a potential successor;
    • How to design and executive effective strategies for reinforcing client relationships and business development throughout transition;
    • How to transform fractious firm culture into a cohesive enterprise

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

    Facilitators:
    Elizabeth Sharrer, Partner & Firm Chair, Holland & Hart LLP
    Lisa Simon, Chief Marketing & Business Development Officer, Lewis Roca Rothgerber Christie LLP
    Mark Usellis, Chief Strategy Officer, Davis Wright Tremaine LLP

    2:30 PM
    Afternoon Break
    2:45 PM
    Aligning the Stars: Collaborative Management Strategies in Partner Compensation (Breakout)

    Partner compensation systems remain a delicate issue for many law firm executives. Despite acknowledging the new realities of a transformed legal market, the internal culture within many firms remains grounded in an eat-what-you-kill mentality brought about by years of professional solipsism. Convinced that a more collaborative managerial approach is required to better align and recalibrate compensation systems, this workshop asks participants to address a number of critical questions:

    • How can firmwide compensation systems align with strategic goals?
    • How can collaboration/teamwork be reflected/rewarded in compensation? How can it be assessed?
    • How can a compensation system balance firm success with individual performance?
    • What is the role of communications in the compensation process?
    • What are the pros & cons of:
      • Subjective compensation systems?
      • Objective compensation processes?

    Moderator:
    Janet Stanton, Partner, Adam Smith, Esq.

    Facilitators:
    Jason P. Grunfeld, Partner & Head of Business Development, Kleinberg, Kaplan, Wolff & Cohen, P.C.
    J. Stephen PoorPartner & Chair Emeritus, Seyfarth Shaw LLP
    Anne Ristic, Co-Managing Partner, Toronto, Stikeman Elliott LLP

    Metrics that Matter: A Law Firm Management Workshop (Breakout)

    In a rapidly segmenting legal market, data analytics and business intelligence are critical drivers of success. Tasked with defining and executing overall business strategy, law firm officers can often feel overwhelmed by the sheer amount of available information both within and outside the firm. This interactive workshop separates fact from fiction when evaluating law firm performance.  Led by some of the industry’s shrewdest minds, participants will gain comprehensive knowledge of which metrics truly matter from a business development & marketing standpoint. Key areas of focus include:

    • How to deploy financial analysis to fashion the most competitive service model;
    • How to measure real “profit” and identify key drivers of change;
    • How to establish an enterprise culture that embraces data analytics;
    • How to broaden the concept of “leverage” to include technology and other 21st century resources.

    Facilitators:
    Dr. Evan ParkerManaging Director, Analytics & Research, LawyerMetrix
    Steven R. Petrie, Chief Strategy Officer, Faegre Baker Daniels LLP
    Jill Weber, Chief Marketing & Business Development Officer, Stinson Leonard Street LLP

    Mind the Gap: Mastering Partner Succession Planning & Practice Group Transitions (Breakout)

    For law firm executives and legal clients, transitioning practice group heads or relationship partners can cause significant headaches. Challenges arise around preserving client interests, educating colleagues, managing communications, or seamlessly re-distributing large books of business. Elaborating upon takeaways from last year’s Forum, this workshop offers essential advice on:

    • How to start the dialogue with a senior, obstinate, or underperforming partner;
    • How to assess and vet competencies in a potential successor;
    • How to design and executive effective strategies for reinforcing client relationships and business development throughout transition;
    • How to transform fractious firm culture into a cohesive enterprise

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

    Facilitators:
    Elizabeth Sharrer, Partner & Firm Chair, Holland & Hart LLP
    Lisa Simon, Chief Marketing & Business Development Officer, Lewis Roca Rothgerber Christie LLP
    Mark Usellis, Chief Strategy Officer, Davis Wright Tremaine LLP

    4:15 PM
    Break
    4:45 PM
    Champagne Breakout #1: Strange Bedfellows: Examining Law Firm Business Development Strategy Around Alternative Legal Service Providers (Breakout)

    With alternative legal service providers (ALSPs) accounting for over $1 billion USD in global market share, it’s safe to say that the legal industry’s newest entrants are more than a passing fad. Offering a wide array of low-cost legal services to both corporate and law firm clientele, ALSPs herald an exciting opportunity around which to build a novel business development approach. Beginning with a glimpse at some of the most innovative partnerships in the market, this roundtable asks participants to debate how best to view ALSPs in the quest for profitability

    Facilitators:
    Byron G. Buck II, Senior Corporate Counsel & Manager of Law Practice Management, Caterpillar Inc.
    William Josten, Team Lead, Data Analytics, Thomson Reuters Legal Executive Institute
    John Sterling, Chief Marketing Officer, Sterne, Kessler, Goldstein & Fox PLLC

    Champagne Breakout #2: Globalization or Glocalization? Cross-Border Marketing in Uncertain Times (Breakout)

    Over the past decade, globalization’s impact on legal services has forced law firms and their clients to view legal matters through a diffuse, complex, and largely transnational lens—a condition brought about, so claims Harvard Law Professor David B. Wilkins, by the confluence of more interconnected economic activity and brilliant, because exponential, technologies. In this era of acute dynamism, a key question for firms is whether or not cross-border marketing should occur as a more global or “glocal” endeavor? Put differently, is it more prudent for law firms to localize their services in global markets or operate as a single, centralized entity?

    Facilitators:
    Terri Gavulic, Executive Director, TerraLex
    Paul S. Grabowski, Chief Marketing Officer, Bracewell LLP
    Alex Oh, Partner, Technology & Intellectual Property Group, Stoel Rives LLP

    Champagne Breakout #3: The New Responsibilities of the Relationship Partner: A Law Firm Partner Roundtable (Breakout)

    In a fiercely competitive legal services market, the need for a strong client relationship partner has never been greater. Indeed, with today’s legal clients enjoying an abundance of talented options, the ability of the relationship partner to establish, maintain, or augment client engagement is crucial to winning new business. This round table invites participants to discuss best practices and frequent challenges involving the new rules of client management. Our facilitators will discuss critical trends and innovative ways to combat the proverbial shrinking pie.

    Facilitators:
    Joshua M. Davis, Director & Business Development Co-Chair, Goulston & Storrs PC
    Samir A. Gandhi, Partner & Co-Chair, Marketing and Practice Development, Sidley Austin LLP
    Melanie Zaletsky, Chief Client Development & Practice Management Officer, Crowell & Moring LLP

    Solo & Small Law Firm Track: An Interview with Google on Digital Marketing Trends & Insights (Breakout)

    Marketing Partner Forum is pleased to introduce a special conference track for solo and small law firm practitioners. This opening session offers an interview with Google about the latest digital marketing trends in the current landscape.

    Presenters:
    Miwa Gardner-Page, Strategic Partner Manager, Google Inc.
    Mark Jacobsen, Senior Director, Strategic Development & Thought Leadership, Findlaw, Thomson Reuters Legal

    5:45 PM
    Opening Night Reception

    Thursday, Jan 25

    7:00 AM
    StayWell Networking Walk/Run

    Start your day off with an invigorating walk/run along Terrranea’s scenic terrain. Participants should plan to arrive at the Fitness & Wellness Center (near Nelson’s) approximately five minutes early.

    8:30 AM
    Networking Breakfast
    9:20 AM
    Opening Remarks

    Mike Abbott, Vice President, Client Relations & Global Thought Leadership, Thomson Reuters Legal

    9:30 AM
    The 2018 Annual Marketing Partner Forum Survey: 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, LawVision Group, LLC
    Steven R. Petrie, Chief Strategy Officer, Faegre Baker Daniels LLP

    9:30 AM
    Solo & Small Law Firm Track: The State of Small Law Firms

    This session offers a comprehensive overview of a recent Thomson Reuters study on solo and small law firms. Attendees will gain insights into the goals and key challenges facing this particular market segment, including a number of practical solutions for achieving business success.

    Presenter:
    Amy LarsonDirector, Customer Marketing – Small Law Firms, Thomson Reuters Legal

    10:30 AM
    Morning Break
    10:45 AM
    A Law Firm Performance Report Card: Client-Driven Metrics & KPI in Legal Technology

    Today’s legal clients are growing ever more sophisticated in their data analytics capabilities. Indeed, with so much pressure on corporate legal departments to manage costs and keep work in-house, the embrace and mass appeal of platforms capable of measuring outside legal spend is significantly impacting law firm business development and profitability. This session examines the latest data and technologies deployed by clients in such areas as e-billing, matter level management, and beyond. Our panel will offer insight into what clients look for when evaluating outside counsel, as well as the various ways leading law firms have responded to such assessments at both a relationship and strategic level.

    Moderator:
    Samir A. Bhavsar, Partner & Deputy Department Chair, Intellectual Property, Baker Botts LLP

    Panelists:
    Monica A. Johnson, Assistant General Counsel, Ventura Foods, LLC
    Kathryn Kyle, Corporate General Counsel, Laboratory Corporate of America Holdings
    Joseph H. Otterstetter, Managing Counsel & Associate General Counsel, 3M
    Neil Rosolinsky, Deputy General Counsel, Litigation & Employment, Citizens Financial Group, Inc.

    10:45 AM
    Solo & Small Law Firm Track: Understanding the Needs and Behaviors of Today’s Legal Consumer

    This session presents insights from FindLaw’s annual consumer survey on current legal issues, including insights on where consumers begin to search for and evaluate possible solutions when they have a legal need. Attendees will gain intimate knowledge of how, when and why consumers choose to contact and ultimately hire a lawyer.

    Presenter:
    Christi Krautbauer, Product Innovation Manager, Thomson Reuters Legal
    Cindy Larson, Publisher, Super Lawyers, Thomson Reuters Legal

    12:00 PM
    Networking Luncheon
    1:00 PM
    Break
    1:15 PM
    Breakout #1: Lost in Translation: Coaching & Strategic Planning Around the New Legal Buyer (Breakout)

    The changing face and business models of legal clients continues to put pressure on the way law firms approach and solicit new business. Thanks to myriad technological breakthroughs and marked shifts in how corporate clients are approaching legal service, many law firm partners—despite years of success—continue to express doubts about how best to approach the new legal buyer. This session introduces participants to a diverse panel of in-house talent and solicits best practices and collaborative strategies on coaching and bolstering the law firm-client relationship.

    Moderator:
    Kristin Calve, Co-Founder, Law Business Media

    Panelists:
    Clifford G. Barr, Associate General Counsel – Legal Operations, Andeavor
    Linda T. Gibson, Executive Vice President & Head of Global Distribution, Old Mutual Asset Management (OMAM)
    Donna L .Wilson, Chair, Privacy & Data Security practice; Co-Chair, Financial Services & Financial Services Litigation and Enforcement practice; Member, Board of Directors, Manatt, Phelps & Phillips, LLP

    Breakout #2: The Market Settling: Assessing Strategic & Profitability Measures in Practice Specialization & Segmentation (Breakout)

    In the ten years since the Great Recession, practice segmentation and specialization have garnered significant interest within the profession. Decisions by firms to maintain or adopt a “best in breed” model have yielded uneven results, with several enjoying robust profits, often at the expense of others. Leveraging the expertise of a panel of accomplished industry veterans, this session examines profitability and ROI behind business strategy within professional services firms. How has practice specialization affected value from a client and firm perspective? What lessons can law firms deploy from their professional services peers in order to be competitive for the long haul?

    Moderator:
    Jan Anne Dubin, Principal, Jan Anne Dubin Consulting

    Panelists:
    Nathan A. Darling, Chief Business Development & Marketing Officer, Beveridge & Diamond, P.C.
    Dan Harper, General Counsel (North America), GEA Farm Technologies, Inc.
    Mark Klender, Principal, Strategy & Operations and Service Delivery Transformation, Deloitte Consulting
    Tim Mohan, Chief Executive Partner, Chapman and Cutler LLP
    Jamala K. Pai, Principal Legal Counsel, New Business Models, Health Law, Medtronic

    Breakout #3: Advancing Collaboration: Integrating Legal Project Management in Firmwide Business Development (Breakout)

    The incorporation of legal project management (LPM) into business development and marketing programs is part of the evolution of more client centric efforts in legal services. Some of the nation’s most progressive firms have succeeded in fully leveraging LPM resources in ways few may have previously imagined. In this discussion, participants will hear practical case studies on how marketing and business development (BD) teams are working together with LPM professionals.  Interactive exercises will be utilized to illustrate the application of LPM to BD roles and more broadly.  In the process, you will find exciting opportunities to improve the tangible ROI in another facet of the legal client journey.

    Moderator:
    Susan Raridon Lambreth, Principal, LawVision Group LLC

    Facilitators:
    Allen Chichester, Chief Marketing Partner, Barnes & Thornburg LLP
    Katherine D’Urso, Chief Client Development Officer, Wilmer Cutler Pickering Hale and Dorr LLP
    David McClune, Chief Marketing Officer, Shearman & Sterling LLP

    Solo & Small Law Firm Track: Lawyer Marketing for the Modern Web (Breakout)

    This session will discuss moving beyond the fundamentals of a basic website toward a more sophisticated, strategic point of engagement with customers. Attendees will learn valuable strategies about design, traffic trends, search and mobile functionalities and more.

    Presenters:
    Jim Schonrock, Vice President, Product Management & Performance, FindLaw, Thomson Reuters Legal

    2:30 PM
    Afternoon Break
    2:45 PM
    Signs Taken for Wonders: Evolving Law Firm Data-Driven Strategies in Profitability, Performance and Practice

    In 2018, the existence of data analytics professionals and lawyer-scientists at some of the nation’s top firms reflects the paradigm shift currently roiling much of the AmLaw 200. Thanks to a dramatic influx of technology and talent, these organizations are exploring once-fantastic possibilities around predictive analytics, practice management and improved service delivery—a reality far too often confused with visions of robot lawyers. This panel delivers a comprehensive take on the state of law firm data analytics capabilities today. Our panel will offer concrete examples of how their firms are marrying business intelligence with key initiatives such as client service, business development, talent management and more.

    Moderator:
    Peter Ozolin, 
    Co-Founder, Chief Executive Officer & Chairman, Manzama

    Panelists:
    Bennett B. Borden, Partner & Chief Data Scientist, Drinker Biddle & Reath LLP
    Dr. Andrew Duchon, Director of Data Science, Manzama
    Dr. Zev J. Eigen, Global Director of Data Analytics, Littler Mendelson P.C.
    Timothy Murphy, Partner & Co-Chair, Aboriginal, Government Relations, Project Finance, Infrastructure & Energy, McMillan LLP

    2:45 PM
    Solo & Small Law Firm Track: From Novelty to Necessity: Pragmatic Social Media Strategies for Law Firms

    Social media is becoming an increasingly important strategy for lawyers.  Whereas successful websites require a broad mix of technical expertise and outstanding content, organic social media really just asks lawyers to be themselves. Lawyers already have the tools they need to succeed in a digital environment, as the informal nature of social aligns with the natural ability to relate to and engage with individuals.  This session will cover why law firms need to carefully balance the immediacy and permanence of social media, as well as the real impact that organic and paid social can have on a lawyer’s brand.

    Presenters:
    Christi Krautbauer, Product Innovation Manager, Thomson Reuters Legal
    Sean Sands, Digital Marketing Expert, Thomson Reuters Legal
    Charles M. Rittgers, Partner, Rittgers & Rittgers

    4:00 PM
    Break
    4:15 PM
    Special Interest Roundtable 1: Perchance to Dream: Lawyering & the Wellness Imperative (Breakout)

    A recent study of white collar professionals concluded that lawyers, in addition to scoring lower than ever other profession in terms of health and overall well-being, have the highest rate of alcohol and substance abuse on a global scale. Given the high stress environment facing most lawyers, such findings seem par for the course. But perhaps a more intriguing question is how much productivity—and, by extension, profitability—is lost when lawyers fail to account for their health? This round table examines the growing imperative of wellness initiatives at law firms around the world. Participants are asked to discuss how integrating health and well-being programs can be an effective (and measurable) business development strategy.

    Moderator:
    Ken Webb, Senior Vice President & General Manager, StayWell

    Panelists:
    Carrie Hanna, Chief Strategy Officer, Gunster
    Kevin Hogarth, Global Director of People & Culture, Norton Rose Fulbright LLP
    Lisa Smith, Deputy Executive Director & Director of Client Relations, Patterson Belknap Webb & Tyler LLP

    Special Interest Roundtable #2: Closing the Gap: Leveraging the Multi-Generational Law Firm Workforce (Breakout)

    Three generations in the workforce create a host of challenges and opportunities for legal professions and firms.  From client development and service to leadership and recruiting, this roundtable will offer practical solutions on maximizing the talent of today’s diverse workforce to improve firm profitability and performance.

    Moderator:
    Jonathan Fitzgarrald, Managing Partner, Equinox Strategy Partners

    Panelists:
    Patrick Fuller, Senior Director, Legal Intelligence, ALM Intelligence
    Bhavik R. Patel, Managing Partner & Chairman of the Executive Committee, Sandberg Phoenix & von Gontard P.C.
    Amanda L. Schneider, Chief Marketing Officer, Epstein Becker Green, P.C.

    Special Interest Roundtable #3: Engineering Growth: A Practical Guide to Building Experience Management Systems in the Firm (Breakout)

    Knowing a firm’s experience, as embodied in its people and the work it has done for clients, is mission critical for winning new business, cross-selling to existing clients, submitting league tables, pitches, RFP responses, and more. On the technology front, some firms build home-grown systems to capture this information, while others implement a commercial product.  But, as many firms have learned, technology is only a small piece of the puzzle. Successful firms integrate people and processes to create sustainable ecosystems.  This session will provide practical advice on how to capture data at the appropriate stage of  the matter life cycle, how to deliver it effectively, and how to build cross-departmental relationships to make this magic happen on a routine basis.

    Moderator:
    Sally Gonzalez
    , Senior Consultant, Fireman & Company

    Facilitators:
    Mark Medice, Senior Director, Business Consulting, Intapp
    Katherine Miletich, Director of Marketing, Vedder Price
    Jeff Rovner, Managing Director for Information, O’Melveny & Myers LLP

    Special Interest Roundtable #4: In Brand We Trust: Analytics-Driven Strategies with “New” Social Media (Breakout)

    Are law firm websites and other social media platforms poised for a makeover? Historically deployed as marketing apparatuses for outlining value and other distinguishing characteristics, law firm social media platforms must now be re-imagined as communal hubs for robust—and perpetual—client engagement. In an era of ardent 24/7 client hyperconnectivity, what would a newly recalibrated social media presence entail? What forms of business intelligence could help inform and define this new approach?

    Moderator:
    Nadia Rahman
    , Associate Vice President & Senior Digital Analyst, Finn Partners

    Facilitators:
    Greg Fleischmann, Chief Marketing Officer, Lowenstein Sandler LLP
    Michael J. Mellor, Director of Marketing & Business Development, Pryor Cashman LLP
    Jennifer Mir, Practice Development Director, Munger, Toles & Olson LLP

    Solo & Small Law Firm Track: Reputation Management: Managing Your Brand Can Be as Important as Managing Your Firm (Breakout)

    Many firms don’t recognize the potential of their brands and therefore wind up ignoring or marginalizing this valuable asset. While it’s true that an attorney’s online reputation isn’t strictly under his or her control, it doesn’t mean they can’t effectively manage it. This session will help attorneys understand how their firm’s brand can influence their incoming caseloads.  It will also help illustrate the importance of encouraging reviews from past clients and properly responding to them – both good and bad – to help build their firm’s brand and business.

    Presenters:
    Tom GirardiPartner, Girardi Keese
    Jordan SchuetzleSenior Product Innovation Manager, Thomson Reuters Legal

    5:15 PM
    The Grand Reception

    Please join us for our 25th anniversary soirée. Spouses and significant others are welcome.

    Friday, Jan 26

    8:30 AM
    TED-Style Breakfast

    Please join us for breakfast and three fifteen-minute presentations on the impact of emerging technology on legal marketing.

    Pipeline Management at the Law Firm: Insights from the Latest Market-Wide CRM Study
    How pronounced is CRM usage within your organization? On average, what percentage of practicing attorneys take advantage of the firm’s CRM technology? Join David Ackert for exclusive insights from the latest market-wide CRM study produced by the Ackert Advisory. Participants will discover surprising takeaways and innovative ideas to incorporate within their firm.

    Presenter:
    David Ackert, President, The Ackert Advisory

    —-

    High Engagement Websites: Harnessing Technology to Make Your Website Sticky
    High-engagement websites are “sticky.” They include an array of features that are specifically designed to keep visitors glued to the website.  These sticky website features—like algorithm-driven content teasers—were once the exclusive domain of huge websites like NYTimes.com.  And they are now available to law firms. During this engaging talk, Robert Algeri of Great Jakes will discuss ways to maximize user engagement on law firm websites.  He will dig into three cutting edge features, including:

    • Artificial Intelligence – Using algorithms to target the right content each of your visitors
    • Content Teasing – Building “suggested content” teasers into every page of your site
    • Integrated Blogs – Taking full advantage of your firm’s most valuable content

    Presenter:
    Robert Algeri, Partner & Co-Founder, Great Jakes

    —-

    Practical Artificial Intelligence (A.I.) for Marketers: Realizing Dramatic Benefits from AI without Purchasing Your Own Robot
    The legal world is buzzing with talk of A.I., but how much is A.I. or cognitive technology really changing your firm or job today? During this short presentation, Adrian Dayton will break down what he has learned from A.I. in processing over 3 million sharable social media links since founding ClearView Social in 2013. Attendees will receive valuable guidance around the biggest potential promise and oft-ignored weaknesses of A.I. in its myriad forms. Buckle in to your space pods, it may be a bumpy ride!

    Presenter:
    Adrian Dayton, Founder & Chief Innovation Officer, Clearview Social

    9:30 AM
    Friday Morning Keynote: Lessons on Leadership from Captain Phillips

    Thomson Reuters is pleased to welcome Captain Richard Phillips, Captain of the Maersk Alabama, who was held hostage by Somali pirates in 2009 and rescued by US Naval SEALs in a riveting international drama played out on live television. Captain Phillips will share his harrowing tale and discuss the vital importance of leadership and teamwork, seen through the eyes of an unassuming hero who conquered an extraordinary challenge.

    Presenter:
    Captain Richard Phillips, Captain of the Maersk Alabama; Author, A Captain’s Duty: Somali Pirates, Navy SEALs, and Dangerous Days at Sea

    10:30 AM
    Break & Announcement of Sponsor Bingo Winners
    10:45 AM
    Embracing Change: Taking the Lead in Conducting an Effective Marketing & Business Development Audit (Breakout)

    Leading change within one’s firm requires careful planning and comprehensive knowledge of talent, infrastructure and process—a project often easier said than done in an era of “more with less.” Thanks to perpetual competition and evidence of more legal work moving in-house, law firms are paying close attention to the role and ROI of marketing and business development initiatives. This session takes an earnest look at several key questions every business leader should ask:

    • What do we need to support the firm strategy and take us to another level?
    • Does our current organizational structure make sense in the current climate?
    • Have we truly maximized our business development/marketing talent or are more changes needed?

    Moderator:
    Jennifer Scalzi, Chief Executive Officer & Founder, Calibrate Legal

    Panelists:
    Zeynep Ersin, Director of Practice Development & Operations, Labor & Employment, Seyfarth Shaw LLP
    Anusia E. Gillespie, Senior Manager of Program Development, Harvard Law School Executive Education
    Erin Corbin Meszaros, Chief Business Development & Client Service Officer, Eversheds Sutherland (US) LLP

    The Culture Conundrum: Culture as Strategy in Legal Business Development (Breakout)

    It’s said that culture eats strategy for breakfast—or lunch, as the case may be. According to noted management gurus Curt Coffman and Kathie Sorensen, at many professional services firms, brand association creates merely “a desire to belong” in the client’s mind, whereas culture “cements the relationship.” When soliciting new business, how often do law firms sell their culture as a distinguishing characteristic? When pursing client feedback or recruiting talent, how much emphasis is placed on the role of firm values, talent, or philosophical ethos in the eyes of those outside the organization? This lively discussion solicits candid thoughts from in-house counsel and law firm management around how, when and why organizational culture continues to make or break client engagements.

    Moderator:
    Amanda K. Brady, Global Practice Leader, Law Firm Management, Major, Lindsey & Africa

    Panelists:
    Kevin Hogarth, Global Director of People & Culture, Norton Rose Fulbright LLP
    Terry M. Isner, Chief Executive Officer/Owner, Marketing & Branding, Jaffe
    Kathryn Kyle, Corporate General Counsel, Laboratory Corporate of America Holdings
    Melissa R. Margulies
    , Client Service & Professional Development Counsel, Ballard Spahr LLP
    Joseph H. Otterstetter, Managing Counsel & Associate General Counsel, 3M

    Solo & Small Law Firm Track: Breaking the Bad Habits that Can Impact Your Bottom Line (Breakout)

    Unfortunately, many lawyers are infatuated with the wrong metrics when it comes to their online marketing performance – usually the number of site visitors in a given time period. The problem is, this doesn’t tell the attorney the complete story. In fact, the more attorneys rely solely on traffic as a measure of their online marketing success, the more likely they are to take the wrong actions in response. This workshop will help attorneys understand how they should look at performance related to their marketing programs as well as illustrate the impact a firm’s actual intake process can have on their bottom line.

    Presenter:
    Tina Johnston, Product Portfolio Manager, Thomson Reuters Legal

    12:00 PM
    Bloody Mary Brunch

    Please join us on the terrace for a convivial networking brunch as our Marketing Partner Forum concludes with cocktails along the California coast.

    Captain Richard Phillips

    Captain, Maersk Alabama; Author; A Captain's Duty

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    Mike Abbott

    Vice President, Client Management and Thought Leadership, Thomson Reuters

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    Robert Algeri

    Partner & Co-Founder, Great Jakes

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    Cliff Barr

    Associate General Counsel - Legal Operations, Andeavor

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    Samir Bhavsar

    Deputy Department Chair - Intellectual Property & Partner, Baker Botts LLP

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    Bennett Borden

    Chief Data Scientist & Chair, Information Governance and eDiscovery Group
    Drinker Biddle & Reath LLP

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    Amanda K. Brady

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

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    Byron Buck

    Senior Corporate Counsel & Manager of Law Practice Management, Caterpillar Inc.

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    Kristin Calve

    Co-Founder, Law Business Media

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    Allen Chichester

    Chief Marketing Officer, Barnes & Thornburg LLP

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    Josh Davis

    Director & Business Development Co-Chair, Goulston & Storrs PC

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    Adrian Dayton

    Founder, ClearView Social, Inc.

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    Jan Anne Dubin

    Principal
    Jan Anne Dubin Consulting

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    Dr. Andrew Duchon

    Director of Data Science, Manzama

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    Katherine D'Urso

    Chief Client Development Officer, WilmerHale LLP

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    Zev J. Eigen

    Global Director of Data Analytics, Littler Mendelson, P.C.

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    Zeynep Ersin

    Director of Practice Development & Operations, Seyfarth Shaw LLP

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    Jonathan Fitzgarrald

    Managing Partner, Equinox Strategy Partners

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    Greg Fleischmann

    Chief Marketing Officer, Lowenstein Sandler LLP

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    Patrick Fuller

    Senior Director of Legal Intelligence, ALM Intelligence

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    Terri Gavulic

    Executive Director, TerraLex

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    Linda Tilton Gibson

    Executive Vice President & Head of Global Distribution, OMAM

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    Anusia Gillespie

    Senior Manager of Program Development, Harvard Law School Executive Education

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    Sally Gonzalez

    Senior Consultant, Fireman & Company

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    Paul Grabowski

    Chief Marketing Officer, Bracewell LLP

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    Jason Grunfeld

    Head of Business Development, Kleinberg, Kaplan, Wolff & Cohen, P.C.

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    Kevin Hogarth

    Global Director of People & Culture, Norton Rose Fulbright

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    Terry Isner

    Chief Executive Officer/Owner, Marketing & Branding, Jaffe

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    Monica Johnson

    Assistant General Counsel & Assistant Corporate Secretary, Ventura Foods, LLC

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    Bill Josten

    Senior Legal Industry Analyst
    Thomson Reuters Legal Executive Institute

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    Mark Klender

    Principal, Deloitte Consulting LLP

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    Kathryn Kyle

    Vice President & Corporate General Counsel, LabCorp

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    Susan Raridon Lambreth

    Principal and Founder
    LawVision Group and the LPM Institute

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    Bruce MacEwen

    President
    Adam Smith, Esq.

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    Melissa R. Margulies

    Client Service Counsel, Ballard Spahr LLP

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    David McClune

    Chief Marketing Officer, Shearman & Sterling LLP

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    Mark Medice

    Senior Director, Business Consulting, Intapp

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    Mike Mellor

    Mike Mellor, Director of Marketing & Business Development, Pryor Cashman LLP

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    Erin Corbin Meszaros

    Chief Business Development & Client Service Officer, Eversheds Sutherland (US) LLP

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    Katherine Miletich

    Director of Marketing, Vedder Price P.C.

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    Jennifer Mir

    Practice Development Director, Munger, Tolles & Olson LLP

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    Timothy P. Mohan

    Chief Executive Officer, Chapman and Cutler LLP

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    Timothy J. Murphy

    Partner & Co-Chair, Aboriginal, Government Relations, Project Finance, McMillan LLP

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    Alex Oh

    Partner, Technology & Intellectual Property Group, Stoel Rives LLP

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    Joseph H. Otterstetter

    Managing Counsel & Associate General Counsel, 3M

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    Peter Ozolin

    Co-Founder, Chief Executive Officer & Chairman, Manzama

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    Jamala K. Pai

    Principal Legal Counsel, New Business Models, Health Law, Medtronic Inc.

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    Dr. Evan Parker

    Managing Director, Data Analytics, LawyerMetrix

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    Bhavik R. Patel

    Managing Partner & Chairman of the Executive Committee, Sandberg Phoenix & von Gontard

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    Steven R. Petrie

    Chief Strategy Officer, Faegre Baker Daniels LLP

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    Stephen Poor

    Partner & Chair Emeritus, Seyfarth Shaw LLP

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    Nadia Rahman

    Associate Vice President & Senior Digital Analyst, Finn Partners

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    Anne L. Ristic

    Assistant Managing Partner, Stikeman Elliott LLP

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    Neil Rosolinsky

    Executive Vice President & Deputy General Counsel, Litigation & Employment, Citizens Financial Group

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    Jeff Rovner

    Managing Director for Information, O'Melveny & Myers LLP

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    Jennifer Johnson Scalzi

    Founder & Chief Executive Officer, Calibrate Legal

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    Amanda Schneider

    Chief Marketing Officer, Epstein Becker Green, P.C.

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    Elizabeth A Sharrer

    Partner & Firm Chair, Holland & Hart LLP

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    Lisa Simon

    Chief Marketing and Business Development Officer, Lewis Roca Rothgerber Christie LLP

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    Lisa Smith

    Deputy Executive Director & Director of Client Relations, Patterson Belknap Webb & Tyler LLP

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    Janet Stanton

    Partner, Adam Smith, Esq.

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    Kenneth Webb

    Senior Vice President & General Manager, StayWell

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    Jill Weber

    Chief Marketing and Business Development Officer, Stinson Leonard Street LLP

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    Melanie Zaletsky

    Chief Client Development & Practice Management Officer, Crowell & Moring LLP

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    Accreditation

    Terranea Resort

    100 Terranea Way
    Rancho Palos Verdes, CA 90275

    Room Block Details

    *Please note our guest room block has expired. Should you require a room at Terranea, please contact  our Conference Planner, Meghan Landis, at meghan.landis@tr.com *

    PAID ATTENDEES:

    As part of your conference registration, Thomson Reuters will pay for 2 nights hotel room (including resort fee and taxes) at Terranea Resort. Please include your estimated arrival and departure dates on the registration form, and we will book the reservation on your behalf. Emails containing hotel confirmation numbers will be issued beginning in September 2017. If your plans change and/or you wish to take advantage of the group guest room rate ($305/night plus a discounted $15/night resort fee, plus taxes) for an extended stay, please contact the hotel directly at 310.265.2770 or 866.802.8000 and provide them with your confirmation number.

    You will be asked to provide credit card information for additional nights.

    For questions regarding hotel rooms, please contact our Conference Planner, Meghan Landis, at Meghan.landis@tr.com.

    HOTEL CANCELATION POLICY: RESERVATIONS MUST BE CANCELED 7 DAYS PRIOR TO ARRIVAL TO AVOID A CANCELATION PENALTY.

    EVERYONE ELSE (FACULTY & SPONSORS):

    For questions regarding hotel rooms, please contact our Conference Planner, Meghan Landis, at meghan.landis@tr.com.

    HOTEL CANCELLATION POLICY: RESERVATIONS MUST BE CANCELED 7 DAYS PRIOR TO ARRIVAL TO AVOID A CANCELLATION PENALTY.

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