AGENDA

7:45AM
Forum Registration and Breakfast
8:30AM
Co-Chairs Opening RemarksBenjamin Greenzweig, Co-CEO, Momentum, Chairman Emeritus, Gro Pro Advisory Board

Doug Johnson, Founder & Managing Director, Catapult Growth Partners, Chairman Emeritus, Gro Pro Advisory Board
8:45AM
Client Experience as the New Differentiator in Professional Services
9:25AM
Case Study
10:00AM
The Changing Dynamic of the Corporate BuyerDuring this session learn what role procurement and the concept of integrated legal services is playing in the professional services realm as companies seek to optimize legal service delivery models in a way that best supports the needs of small, medium and large legal departments.
10:40AM
Morning Networking & Refreshment Break
11:00AM
Evolutions in Human Capital Management for Professional
Services
Hear how firms across the professional services landscape are effectively adopting staff management and work advancement approaches to effectively streamline the apportionment of work while still meeting client needs. Gain insights into how firms are re-aligning the allocation of work between senior and mid-level staff and administrative support to best maximize resources while driving client satisfaction. What’s good for your firm and what’s good for the client shouldn’t be mutually exclusive.
11:30AM
Case Study: Technology as a Tool to Enhance Your Firm’s Growth & Client Delivery Strategy
Hear during this session from BD and sales leadership spanning the professional services sector as you are provided with practical tips and advanced guidance on how to best utilize technology to not only complement but kick start your firm’s targeted growth strategy. From AI to automation and beyond, learn how leading firms are successfully utilizing technology as a solve to streamline and operationalize the delivery of client services.
12:10PM
Case Study: Best in Class Client Account Management for Professional ServicesUtilizing a case study approach that will offer various examples of how firms have been able to successfully create best practices that have led to increased sales and client satisfaction benefit during this session from a review of real-life examples that highlight how firms have been able to execute best in class client account management in the professional services sector. Learn what challenges were encountered along the way, what steps were taken to achieve buy-in from firm leadership as well as measurement metrics for auditing success throughout the process.
12:50PM
Networking Luncheon
1:50PM
Track Session 1Track A: Marketing & Communications

Marketing Innovation & Digital Disruption: What Does This Look Like for Professional Services?

During this discussion benefit from an idea share discussion that will focus on providing measurable metrics and thought-provoking ideas for “pushing the envelope” within your firm. What social platforms make the most sense for your firm to have a presence on? Which sites are your clients engaging on? These are but a few of the questions that will be addressed during this segment.

Track B: Business Development & Sales

Life’s a Pitch: An Analytical Look at Why Clients Buy Professional Services

John Simpson, Chief Executive Officer, One North Interactive

Results, Reputation and Relationships – the key criteria used to evaluate and hire professional services firms. During this session gain crucial insights into how key decision makers at the largest companies across the US are effectively utilizing the three R’s to make bottom line hiring decisions in the professional services realm.

2:30PM
Track Session 2Track A: Marketing & Communications

Case Study: Segmented & Targeted Marketing Approaches

Taking the prior discussion one step further and now taking into the account the various approaches that are required for different segments of the professional services industry – legal, accounting, architecture, consulting, etc., learn how to craft a marketing approach that will best resonate best with your clients both externally and internally.

Track B: Business Development & Sales

Case Study: Value-Based Pricing vs. Fixed Fees – What’s Working and What’s Not

As companies continue to maintain a focus on the bottom line, benefit from a discussion that will share insight into various pricing schemes currently being utilized across the professional services landscape. Gain insight into what these various pricing approaches are driven by from the customer standpoint and how your firm can best position itself to remain competitive while meeting client demand.

3:10PM
Afternoon Networking & Refreshment Break
3:30PM
Track Session 3Track A: Marketing & Communications

CMO Roundtable: If I Knew Then What I Know Now – A Retrospective View of the Top 5 Lessons Learned by Professional Services CMOs

Have you ever thought to yourself, if only…? During this segment hear from a diverse panel of Chief Marketing Officers representing the spectrum of professional services as they each share a moment in time that helped to either re-direct or set them on their current course.

Track B: Business Development & Sales

CBDO Roundtable: If I Knew Then What I Know Now – A Retrospective View of the Top 5 Lessons Learned by Professional Services CBD & Sales Officers
Have you ever thought to yourself, if only…?

During this segment hear from a diverse panel of Chief BD & Sales Officers representing the spectrum of professional services as they each share a moment in time that helped to either re-direct or set them on their current course.

4:10PM
Commentary and Open Q&A with the GroPro Leadership Advisory Board
4:55PM
Closing Remarks – See You at the Next Gro/Pro Event!