Registration and Breakfast


Welcome from the Founders of GroPro 20/20

Doug Johnson, Founder & Managing Director, Catapult Growth Partners

Benjamin Greenzweig, Co-CEO, Momentum


Co-Chairs Opening Remarks

Gregory Fleischmann, Chief Marketing Officer, Lowenstein Sandler LLP


Are You an Effective CMO?

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.


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.


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

Jon Metcalf, Director of Marketing Technology, Fenwick & West LLP

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.


Case Study: Using Brands to Drive Organizational Change and Business Development Strategies

William Schroeder, Principal, Clarity Group Consulting


Innovation Showcase


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

In Conversation With: Lori Tauber Marcus, Outside Board Director and Advisor & Former Fortune 50 CMO

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 heightened 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.


Networking Luncheon


5 on 5: Professional Services Leadership Roundtable: How Leadership is 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

In Conversation With: Jennifer Schaller, Managing Director, The National Law Review


Innovation Showcase


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

Trish Lilley, Chief Marketing & Business Development Officer, Fox Rothschild LLP
Shannon Prown, Senior Director, Business Development and Marketing, Morgan Lewis & Bockius LLP

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.


Innovation Showcase


Afternoon Networking & Refreshment Break


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

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

Laurie A. Stanziale, Partner, Tarter Krinsky & Drogin LLP

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.


The Authenticity Advantage: Reducing the Credibility Lag by Developing an “Authentic” Strategy for Entering New Markets or Providing New Services

Many firms struggle with the idea of “going global” or breaking into the “international” market. Hear during this session how your marketing and BD teams can help support your firms’ efforts in pivoting towards a globally-centric strategy as you are provided with insights from firms who have successfully made this leap. Gain suggestions on everything from communication and collaboration to overall resource and strategy considerations necessary to support your expansion.


Closing Remarks

5:15PM – 6:15PM

Cocktail Reception – See You at the Next Gro/Pro Event!