|Forum Registration and Breakfast|
|Co-Chairs Opening Remarks||Benjamin Greenzweig, Co-CEO, Momentum, Chairman Emeritus, Gro Pro Advisory Board|
Doug Johnson, Founder & Managing Director, Catapult Growth Partners, Chairman Emeritus, Gro Pro Advisory Board
|Client Experience as the New Differentiator in Professional Services||In today’s competitive business landscape, satisfied clients are just not enough. As legal services become more commoditized, learn how to let value be a function of benefits not just cost. Hear during this session how one former healthcare industry executive was able to successfully translate concepts underlying patient experience to designed thinking in the professional services realm that are built around assessing a client’s journey with the firm.
Edwin Bodensiek, Chief Client Experience Officer, Miles & Stockbridge
|The Changing Dynamic of the Corporate Buyer: Is Your Firm Best Positioned to Capitalize on the Needs of Client||During 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 service delivery models in a way that best supports the needs of their business.
Jennifer McCarron, Legal Technology Product Owner, Spotify
|Morning Networking & Refreshment Break|
|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.
Scott Wallingford, Vice President, Law Firm Practice Software Solutions, LexisNexis
|Best in Class Client Account Management for Professional Services||Utilizing 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.
Frank Troppe, Consulting Partner, Miller Heiman Group
|Luncheon Spotlight Address||Leadership in Balance – Unlocking the Keys to Achieving Success Through a Balanced and Results-Driven Approach
Be driven to think outside of the box during this thought-provoking spotlight session as you hear from Lieutenant Colonel (Retired) Mike Lerario, a successful commander in combat and in peacetime, as he shares simple but powerful strategies for finding balance and achieving results by learning how to best navigate the extremes that work and life can often present.
Michael P. Lerario, President & Founder, Crispian Consulting
|Track Sessions Begin||During the following track sessions attendees will have the opportunity to break out into discussions contingent on your particular area of expertise or concern – marketing and communications vs. business development and sales.|
|Track Session 1||
|Track Session 2||
|Afternoon Networking & Refreshment Break|
|Track Session 3||
|Preparing for The Future: What Your Clients Need to Know Now About AI, Algorithms and How Big Data Will Impact Their Business||Your clients can’t ignore it and neither can you. The robots aren’t coming, they’re here. How is your firm preparing to address client needs in the era of Automation and Artificial Intelligence? What is your firm doing now to take advantage of Systems of Intelligence while turning its own data into an asset? Learn about the new world of digital business models, AI and managed innovation then consider the impact on your client’s business and whether your firm is prepared to respond.
Charles Brower, Chief Marketing Officer, Cognizant Business Consulting
|Life After CXO: Focus on The Future of You||Building upon the discussions from the day, benefit from a discussion that will now prompt you to ponder the future of your own career. What about your own personal and professional development? How are you as a senior executive keeping yourself on track to attain our own professional career goals as you think forward into the future. In the hustle and bustle of the day to day as a senior executive it is easy to forget about one’s own life plan. Take off your professional hat for a moment and put a personal one on as you are provided with insights into how to plan now for career longevity and reinvention 3, 5 and 10 years from now.
Wendy L. Bernero, Partner, Bernero & Press
|Closing Commentary||Doug Johnson, Founder & Managing Director, Catapult Growth Partners
Benjamin Greenzweig, Co-CEO, Momentum
|GroPro 20/20 Concludes|