|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
Angela Meyer, Vice President, Client Services, Exponent
In Conversation With: Diane M. Magers, CEO, Customer Experience Professionals Association
|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 services are now playing in the professional services realm. Learn how companies are seeking to optimize service delivery models in a way that is most responsive to the needs of their business while maximizing budgets and obtaining the best value for their spend.
Jennifer McCarron, Legal Technology Product Owner, Spotify
Lara Nichols, Senior Vice President Procurement, NFP
In Conversation With: Sandy Scearce Lutton, Chief Revenue Officer, Washington Speakers Bureau
|Morning 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||You want to increase Revenue Per Professional and improve Client Satisfaction measures. You’re dissatisfied with status quo. You are interested in leveraging a fresh perspective from global adoption efforts at the world’s fastest growing firms – and their most successful corporate clients. This Case Study will examine one firm’s journey as it redefines the business development function to take “lessons learned from the fastest-growing firms” and tailor those lessons to its own unique mission. You will briefly see the model used by the fastest-growing firms, that is our starting point. You will hear one firm’s (i) real-life challenges, (ii) alternatives considered, (iii) platform decision, (iv) scorekeeping along the way, and (v) examples of positive results. Sufficient time will be included for your specific questions.
Frank Troppe, Consulting Partner, Miller Heiman Group
Stuart Stogner, Senior Director of Client Services, Womble Carlyle
|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||
|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.
Ben Pring, Author “When Machines Do Everything” and Leader, Center for the Future of Work, Cognizant
Lou Ferrara, Chief Content Officer, Bankrate
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
Doug Johnson, Founder & Managing Director, Catapult Growth Partners
In Conversation With: Benjamin Greenzweig, Co-CEO, Momentum
|Closing Commentary & GroPro 20/20 Concludes||Doug Johnson, Founder & Managing Director, Catapult Growth Partners
Benjamin Greenzweig, Co-CEO, Momentum
|5:20PM – 6:20PM|
|Networking Cocktail Reception|