Registration and Breakfast


Welcome from the Founders of GroPro 20/20

Doug Johnson, Founder & Managing Director, Catapult Growth Partners
Benjamin Greenzweig, Co-Founder and CEO, Momentum


Chairperson’s Opening Remarks

Gregory Fleischmann, Chief Marketing Officer, Lowenstein Sandler LLP


Are You an Effective CMO/CBDO?

Impact on the business. Alignment between responsibilities, expectations and performance measures. Focus on strategy or commercialization or both. Authority. ROI. Driving results. These are but a few of the top of mind issues driving today’s CMO and those working within the professional services industry are no exception. During this roundtable discussion hear from CMO’s representing the diversity of the professional services landscape as they share their thoughts on how to present yourself as a vision leader and strategic thinker. Incorporated as part of the discussion, Prof. Kimberly Whitler will share insight into research she’s conducted on the role and contribution of the CMO.

Alina Gorokhovsky, Chief Marketing Officer, Wiley Rein LLP
Wendy Miller, Partner and Chief Marketing Officer, Bain & Company
In Conversation With: Ed Keller, Chief Marketing Officer, Navigant


LAAS: Legal as an (In-House) Service – What the Evolution of Corporate Legal Operations Means for the Future of the Professional Services Industry

As corporate law departments face heightened pressure to cut costs and streamline operations, while delivering more sophisticated business solutions, companies are actively revisiting how their law departments work – not only as a function, but also as an operation. Reconsidering everything from department structure and the insourcing vs. the outsourcing of work to the use of data, technology and process management, companies across industries are reassessing the why and the how that drives their legal departments. Hear from this panel of experts representing a diverse cross section of perspectives as they share their thoughts on where they see the future of the corporate law department going.

Malvina Iannone, Executive Counsel, Global Legal Shared Services, General Electric Company
Bobbi Basile, Managing Director, HBR Consulting LLC
Lawton Penn, Client Service Innovation Partner & Managing Director, DWT De Novo, Davis Wright Tremaine LLP


Morning Networking & Refreshment Break


Innovation Showcase – Spotlight on MarTech, AI & Predictive Analytics: From Deployment & Integration to Client Service & Beyond – Is the CMO the New CIO

It’s more than just automation and data crunching…it’s bigger than the bells and whistles or a bot…During this session benefit from a discussion that will explore current and emerging technologies and their utilization across the professional services landscape as you are provided with insights into how firms are effectively utilizing technology – across several platforms – to drive efficiency, higher profit yields, marketing strategy and client service.

Jon Metcalf, Director of Marketing Technology, Fenwick & West LLP
Joe Przybyla, Sales Director, Introhive


Case Study: Brand Driven Organizational Change

Using a case study as the basis for discussion, the panelists will demonstrate how a strategic brand initiative achieves true organizational transformation through delivering on top-priority business objectives, engaging your people, and building unity across your organization.

Jennifer Manton, Chief Marketing and Business Development Officer, Kramer Levin
Siobhan Burns, Principal, Clarity Group Consulting
William Schroeder, Principal, Clarity Group Consulting


Blockchain 101: What This Disruptive Technology Can Mean for Professional Services Firms

Blockchain is set to disrupt every industry with the professional services industry being no exception to the rule. Is it hype, or could this innovative technology genuinely effectuate and even drive change within the professional services sector? Take note as Ramya Pradhan provides attendees with a top-level overview of what Blockchain is, which industries amongst your client base are already implementing the technology and why it is important to understand the technology as executives in the professional services space.

Rama Pradhan, Software Engineer, Microsoft


Client Centricity: How to Capitalize on Every Client Touchpoint to Increase Satisfaction, Loyalty and Drive Business Development

During this case study discussion learn how one partner has creatively leveraged every client touchpoint opportunity to strengthen her professional brand and generate increased leads through focused marketing and business development efforts. Gain insight into how to guide your lawyers to maximize every networking event, publishing and speaking opportunities and social media interaction to distinguish themselves as market leaders and subject-matter experts. Walk away with proven strategies for converting client touchpoints into lead generation opportunities through innovative communications approaches.

Stefanie M. Marrone, Director of Business Development and Marketing, Tarter Krinsky & Drogin LLP
Laurie A. Stanziale, Partner, Tarter Krinsky & Drogin LLP


Networking Luncheon


How Leaders are Changing the Way They Think About Strategy

Benefit from the rare opportunity to hear from senior leadership representing diverse firms spanning the professional services landscape as each of the panel members shares their thoughts on the following 5 issues:

  • Culture, talent acquisition and staff retention
  • Best practices in change management regarding partnership structures
  • Diversity and inclusion – both internally driven and externally as requested by clients
  • Collaboration and alignment between sales and marketing
  • The role of the CMO as a vision leader within the organization

Madhav Srinivasan, Chief Financial Officer, Hunton & Williams LLP
Gary M. Wingens, Chairman and Managing Partner, Lowenstein Sandler LLP
In Conversation With: Eilene Spear, Operations and Project Manager, The National Law Review


Innovation Showcase: Closing the Gap between PSOs and PSBs

For most B2C and B2B organizations, a company’s brand is its single most important asset. Brand is what sets these companies apart from their competition. It’s how they communicate their value, instill trust and breed loyalty amongst clients, prospects and employees. However, in the Professional Services space, there exists a sizable gap between those PSOs that have evolved into PSBs (Professional Services Brands), and those that struggle to reach that point. PSBs have not only built strong brands, but they’ve also created compelling brand experiences that inspire and motivate key audiences to choose their company over others. Ryan Schulz, One North’s Managing Director of Experience Design, will discuss what it takes for a PSO to reach PSB status, how to get there, and what the benefits are of doing so.

Wendy H. Miller, Director of Practice & Business Development, Greenberg Traurig, LLP
Ryan Schulz, Managing Director, Experience Design, One North

Alison Talbott, Director of Communications, Shook, Hardy & Bacon L.L.P.


The Future of Organizational Development: Insights for Building A Results-Driven Marketing & BD Structure

During this session benefit from a discussion that will provide insights and ideas for re-thinking your approach to structuring your marketing or BD department. Taking into consideration factors including shifts in employee demographics – boomers to millennials, heightened focus on driving results and client satisfaction, walk away from this session with tangible and proven suggestions on how to best position your department for success.

Trish Lilley, Chief Marketing & Business Development Officer, Stroock & Stroock & Lavan
Amy O’Brien, Partner, Vice President of Strategy and Business Development, The Chartis Group
In Conversation With: Shannon Prown, Senior Director, Business Development and Marketing, Morgan Lewis & Bockius LLP


Afternoon Networking & Refreshment Break


Preparing Your Firm to Withstand the Next Generation of Disruption: Lessons Learned from Those Who Have Done It and Lived to Tell the Tale

If you build it…they will come…or not. In today’s competitive landscape and as the professional services industry sees an increasingly blurred line between firms offering legal services, consulting and advisory services there is heighted pressure on firms to craft a go to market strategy that is sticky, resonates with your target and drives leads. Benefit during this session from a case study approach that will feature insights from firms who have successfully gone to market with competitors as they share key do’s and don’ts and lessons learned for making your mark while staying a step ahead of the competition. Moderated by Lori Marcus, former CMO at global companies including Peloton Interactive, Keurig Green Mountain, The Children’s Place and PepsiCo attendees of this session will walk away with real world advice and guidance for disrupting the status quo.

Benjamin Greenzweig, Co-Founder & CEO, Momentum
Doug Johnson, Founder & Managing Director, Catapult Growth Partners
In Conversation With: Lori Tauber Marcus, Outside Board Director and Advisor & Former Fortune 50 CMO


Candid Cocktails Session and Closing Remarks

During this session, to wrap up the event in the most valuable and relaxed way, the audience will have an opportunity to share their thoughts, pain points, lessons learned and have any outstanding questions addressed either by the event speakers or their peers in the audience.


Event Concludes – See You in 2019!