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THE 17TH ANNUAL

LAW FIRM

MARKETING

PARTNER

FORUM 2010

A NEW ERA: THE INTEGRATION OF MARKETING

AND THE CLIENT EXPERIENCE

DON’T MISS THESE TOPICS

• Why the customer experience is critical to law firm success • Building client loyalty and adding value

• How CMOs and marketing partners can motivate firm leadership • Lateral integration strategies that really work

• Practical steps to best respond to client needs • Effective pricing strategies for the new economy • Social networking success stories

• And much more

The Hildebrandt Institute and West LegalEdcenter present

JANUARY 13-15, 2010

The Breakers Palm Beach Palm Beach, Florida

ATTRACT CLIENTS, DRIVE REVENUE,

AND DELIVER RESULTS

This forum isn’t just another marketing fair

or conference for junior marketing staff

learning the ropes. It’s the industry-leading

conference created by and for leaders

driving the strategic marketing and business

development decisions at their law firms.

Get the tools and inspiration you need at

this much-anticipated conference and

three optional pre-conference workshops.

EVENT CHAIRS

Carolyn Rumpf Sandano,Director of Business Development, Proskauer Rose LLP

Mark E. Young,Chief Marketing Officer, Sonnenschein Nath & Rosenthal LLP

Silvia Coulter,Vice President, Client

Development and Growth Practice, Hildebrandt

FEATURED SPEAKERS

Burkey Belser,President and Creative Director, Greenfield/Belser Ltd. Doug Benson,Chief Operating Officer, Orrick, Herrington & Sutcliffe LLP Christopher Carter,Chief Marketing Officer, Shook Hardy & Bacon L.L.P. John Childers, Esq.,M.S. in Organizational Development, Hildebrandt Jim Cranston,Vice President, Client Development and Growth Practice, Hildebrandt

Ronna W. Cross, Esq.,Director of Client Initiatives, Patton Boggs LLP Beth M. Cuzzone,Director of Business Development and Six Sigma Green Belt, Goulston & Storrs

Lisa Damon,Managing Partner, Executive Committee Member, and Six Sigma Green Belt, Seyfarth Shaw LLP

Susan DiMickele,Partner, Squire, Sanders & Dempsey L.L.P. Paul Eyre,Marketing Partner, Baker and Hostetler LLP

Patrick Fuller, Esq.,Managing Account Director, Competitive Analytics, Hubbard One

Alan Fuqua,Chief Marketing Officer, Winstead PC

Claudia Gilman,Vice President and General Counsel International, Boston Scientific

Tea Hoffman, Esq.,Chief Business Development Officer, Baker, Donelson, Bearman, Caldwell & Berkowitz, PC

Simone Hughes,Chief Marketing Officer, Borden Ladner Gervais LLP Alvidas Jasin,Director of Business Development, Thompson Hine LLP Joe Kennan,Director of Communications, Husch Blackwell Sanders LLP Cynthia Kretz,General Counsel, Cook Group Incorporated

Carla Landry,Director, Law Firm Strategy and Structure Practice, Hildebrandt

Jennifer Manton,Chief Marketing Officer, Loeb & Loeb LLP

Joanne McElhenney,Director of Marketing and Business Development, Brown Rudnick LLP

Christopher Mirabile,President, Association of Corporate Counsel, Northeast Chapter

James Pagliaro,Client Development Partner, Morgan Lewis & Bockius LLP Gary Ropski,President, Brinks Hofer Gilson & Lione

Mike Roster,Steering Committee Chair, ACC Value Challenge Jeff Scalzi,Director of Marketing, Foley Hoag LLP

Andrew B. Serwin,Partner, Foley & Lardner LLP

Jacqueline A. Simmons,Marketing and Business Development Partner, Baker & Daniels

John Simpson,Managing Account Director, Hubbard One Doug Sorocco,Marketing Partner, Dunlap Codding, PC

Sue Stock Allison,Managing Director, The Brand Research Company Carolee Swallie,Chief Client Development Officer, Brinks Hofer Gilson & Lione

Peter Tassie,Senior Automotive Litigation Counsel, Ford Motor Company

Barry Toone,Partner, Bowman and Brooke LLP

PROGRAM LOCATION

THE BREAKERS PALM BEACH One South County Road

Palm Beach, Florida 33480-4023

FOR HOTEL RESERVATIONS, CALL 1.888.273.2537

GROUP DISCOUNT

Reserve guest rooms at the group rate at

https://resweb.passkey.com/go/WLEGL10 or1.888.273.2537. Be sure to reference“Marketing Partner Forum 2010”to receive the group rate of $380/night plus taxes, prior to November 26, 2009. Rooms are subject to availability. Please note the following policies on guest room reservations at The Breakers:

• One-night room deposit (excluding taxes) is required at time of reservation.

• If a reservation is cancelled within 14 days of arrival, the full deposit will be forfeited (non-refundable).

• If a reservation is reduced in length of stay within the cancellation period, a penalty fee applies.

REGISTRATION

The registration fee includes the conference, luncheons, receptions, and all course materials. Tax is not included. All payments must be received prior to the start of the conference.

CONFERENCE AND PRE-CONFERENCE REGISTRATION Conference & Half-Day Workshop 1

Understanding Economics and Profitability of Law Firms Code 40902645 $2,095

Conference & Half-Day Workshop 2

Strategic Account Management – SAM for Law Firms Code 40902646 $2,095

Conference & Half-Day Workshop 3

The CMO and Marketing Partner as Leaders – Leadership Training Session

Code 40902647 $2,095 Conference Only

Code 40902624 $1,995

PRE-CONFERENCE REGISTRATION ONLY Half-Day Workshop 1

Understanding Economics and Profitability of Law Firms Code 40902642 $495

Half-Day Workshop 2

Strategic Account Management – SAM for Law Firms Code 40902643 $495

Half-Day Workshop 3

The CMO and Marketing Partner as Leaders – Leadership Training Session

Code 40902644 $495

NON-LAW FIRM CONFERENCE REGISTRATION

Non-law firm and non-corporate law department. Registration includes conference, workshops, and all course materials. Code 40902648 $5,000

CANCELLATIONS AND CHANGES

No cancellations permitted less than two weeks prior to the start of the conference. Seminars are held subject to enrollment. Dates, venue, and program details are based on information available upon publication of the brochure, and may be subject to change. In the event of a conference cancellation, West LegalEdcenter will make a full refund of any registration fees paid but assumes no liability for non-refundable transportation costs, hotel accommodations, or additional costs incurred by registrants. Complimentary copies of West books may be provided at this event. Registering for this event authorizes West, a Thomson Reuters business, to automatically ship you updates of the title(s) as they are published. West will bill you separately for the cost of these updates, plus shipment costs and tax. Prices are subject to change without notice. With this registration, you agree to the terms of the standard West sales agreement; a copy is available on request.

West LegalEdcenter has the right to refuse any registration at its own discretion. NO TAPE RECORDING PERMITTED.

WEST

610 Opperman Drive Eagan, MN 55123

First name and Last name

0000 Street address

City, State and Zip

© 2009 Thomson Reuters 11-09

THE 17TH ANNUAL

LAW FIRM MARKETING

PARTNER FORUM 2010

A NEW ERA: THE INTEGRATION OF MARKETING

AND THE CLIENT EXPERIENCE

LEARN TO THRIVE ON CHANGE

+ Fire up your marketing plan + Gain new leadership skills + Learn what drives profitability + Overcome roadblocks to success + Hear from industry thought leaders + Connect with colleagues

+ Prepare for better days ahead

REGISTER TODAY

1.800.308.1700

westlegaledcenter.com

*

The Hildebrandt Institute and West LegalEdcenter present

REGISTER TODAY

1.800.308.1700

westlegaledcenter.com

*

RESERVE YOUR SPOT NOW

Photo courtesy of The Breakers Palm Beach

PRESORTED FIRST CLASS U.S. POSTAGE

PAID

WEST KEYNOTE

DENNIS SNOW, AUTHOR AND

CUSTOMER SERVICE EXPERT

Dennis Snow, renowned customer service expert and author ofUnleashing Excellence: The Complete

Guide to Ultimate Customer ServiceandLessons from

the Mouse: A Guide for Applying Disney World’s Secrets of Success to Your Organization, Your Career, and Your

Life,will inspire and guide you in your multi-faceted

(2)

THE 17TH ANNUAL

LAW FIRM

MARKETING

PARTNER

FORUM 2010

A NEW ERA: THE INTEGRATION OF MARKETING

AND THE CLIENT EXPERIENCE

DON’T MISS THESE TOPICS

• Why the customer experience is critical to law firm success • Building client loyalty and adding value

• How CMOs and marketing partners can motivate firm leadership • Lateral integration strategies that really work

• Practical steps to best respond to client needs • Effective pricing strategies for the new economy • Social networking success stories

• And much more

The Hildebrandt Institute and West LegalEdcenter present

JANUARY 13-15, 2010

The Breakers Palm Beach Palm Beach, Florida

ATTRACT CLIENTS, DRIVE REVENUE,

AND DELIVER RESULTS

This forum isn’t just another marketing fair

or conference for junior marketing staff

learning the ropes. It’s the industry-leading

conference created by and for leaders

driving the strategic marketing and business

development decisions at their law firms.

Get the tools and inspiration you need at

this much-anticipated conference and

three optional pre-conference workshops.

EVENT CHAIRS

Carolyn Rumpf Sandano,Director of Business Development, Proskauer Rose LLP

Mark E. Young,Chief Marketing Officer, Sonnenschein Nath & Rosenthal LLP

Silvia Coulter,Vice President, Client

Development and Growth Practice, Hildebrandt

FEATURED SPEAKERS

Burkey Belser,President and Creative Director, Greenfield/Belser Ltd. Doug Benson,Chief Operating Officer, Orrick, Herrington & Sutcliffe LLP Christopher Carter,Chief Marketing Officer, Shook Hardy & Bacon L.L.P. John Childers, Esq.,M.S. in Organizational Development, Hildebrandt Jim Cranston,Vice President, Client Development and Growth Practice, Hildebrandt

Ronna W. Cross, Esq.,Director of Client Initiatives, Patton Boggs LLP Beth M. Cuzzone,Director of Business Development and Six Sigma Green Belt, Goulston & Storrs

Lisa Damon,Managing Partner, Executive Committee Member, and Six Sigma Green Belt, Seyfarth Shaw LLP

Susan DiMickele,Partner, Squire, Sanders & Dempsey L.L.P. Paul Eyre,Marketing Partner, Baker and Hostetler LLP

Patrick Fuller, Esq.,Managing Account Director, Competitive Analytics, Hubbard One

Alan Fuqua,Chief Marketing Officer, Winstead PC

Claudia Gilman,Vice President and General Counsel International, Boston Scientific

Tea Hoffman, Esq.,Chief Business Development Officer, Baker, Donelson, Bearman, Caldwell & Berkowitz, PC

Simone Hughes,Chief Marketing Officer, Borden Ladner Gervais LLP Alvidas Jasin,Director of Business Development, Thompson Hine LLP Joe Kennan,Director of Communications, Husch Blackwell Sanders LLP Cynthia Kretz,General Counsel, Cook Group Incorporated

Carla Landry,Director, Law Firm Strategy and Structure Practice, Hildebrandt

Jennifer Manton,Chief Marketing Officer, Loeb & Loeb LLP

Joanne McElhenney,Director of Marketing and Business Development, Brown Rudnick LLP

Christopher Mirabile,President, Association of Corporate Counsel, Northeast Chapter

James Pagliaro,Client Development Partner, Morgan Lewis & Bockius LLP Gary Ropski,President, Brinks Hofer Gilson & Lione

Mike Roster,Steering Committee Chair, ACC Value Challenge Jeff Scalzi,Director of Marketing, Foley Hoag LLP

Andrew B. Serwin,Partner, Foley & Lardner LLP

Jacqueline A. Simmons,Marketing and Business Development Partner, Baker & Daniels

John Simpson,Managing Account Director, Hubbard One Doug Sorocco,Marketing Partner, Dunlap Codding, PC

Sue Stock Allison,Managing Director, The Brand Research Company Carolee Swallie,Chief Client Development Officer, Brinks Hofer Gilson & Lione

Peter Tassie,Senior Automotive Litigation Counsel, Ford Motor Company

Barry Toone,Partner, Bowman and Brooke LLP

PROGRAM LOCATION

THE BREAKERS PALM BEACH One South County Road

Palm Beach, Florida 33480-4023

FOR HOTEL RESERVATIONS, CALL 1.888.273.2537

GROUP DISCOUNT

Reserve guest rooms at the group rate at

https://resweb.passkey.com/go/WLEGL10 or1.888.273.2537. Be sure to reference“Marketing Partner Forum 2010”to receive the group rate of $380/night plus taxes, prior to November 26, 2009. Rooms are subject to availability. Please note the following policies on guest room reservations at The Breakers:

• One-night room deposit (excluding taxes) is required at time of reservation.

• If a reservation is cancelled within 14 days of arrival, the full deposit will be forfeited (non-refundable).

• If a reservation is reduced in length of stay within the cancellation period, a penalty fee applies.

REGISTRATION

The registration fee includes the conference, luncheons, receptions, and all course materials. Tax is not included. All payments must be received prior to the start of the conference.

CONFERENCE AND PRE-CONFERENCE REGISTRATION Conference & Half-Day Workshop 1

Understanding Economics and Profitability of Law Firms Code 40902645 $2,095

Conference & Half-Day Workshop 2

Strategic Account Management – SAM for Law Firms Code 40902646 $2,095

Conference & Half-Day Workshop 3

The CMO and Marketing Partner as Leaders – Leadership Training Session

Code 40902647 $2,095 Conference Only

Code 40902624 $1,995

PRE-CONFERENCE REGISTRATION ONLY Half-Day Workshop 1

Understanding Economics and Profitability of Law Firms Code 40902642 $495

Half-Day Workshop 2

Strategic Account Management – SAM for Law Firms Code 40902643 $495

Half-Day Workshop 3

The CMO and Marketing Partner as Leaders – Leadership Training Session

Code 40902644 $495

NON-LAW FIRM CONFERENCE REGISTRATION

Non-law firm and non-corporate law department. Registration includes conference, workshops, and all course materials. Code 40902648 $5,000

CANCELLATIONS AND CHANGES

No cancellations permitted less than two weeks prior to the start of the conference. Seminars are held subject to enrollment. Dates, venue, and program details are based on information available upon publication of the brochure, and may be subject to change. In the event of a conference cancellation, West LegalEdcenter will make a full refund of any registration fees paid but assumes no liability for non-refundable transportation costs, hotel accommodations, or additional costs incurred by registrants. Complimentary copies of West books may be provided at this event. Registering for this event authorizes West, a Thomson Reuters business, to automatically ship you updates of the title(s) as they are published. West will bill you separately for the cost of these updates, plus shipment costs and tax. Prices are subject to change without notice. With this registration, you agree to the terms of the standard West sales agreement; a copy is available on request.

West LegalEdcenter has the right to refuse any registration at its own discretion. NO TAPE RECORDING PERMITTED.

WEST

610 Opperman Drive Eagan, MN 55123

First name and Last name

0000 Street address

City, State and Zip

© 2009 Thomson Reuters 11-09

THE 17TH ANNUAL

LAW FIRM MARKETING

PARTNER FORUM 2010

A NEW ERA: THE INTEGRATION OF MARKETING

AND THE CLIENT EXPERIENCE

LEARN TO THRIVE ON CHANGE

+ Fire up your marketing plan + Gain new leadership skills + Learn what drives profitability + Overcome roadblocks to success + Hear from industry thought leaders + Connect with colleagues

+ Prepare for better days ahead

REGISTER TODAY

1.800.308.1700

westlegaledcenter.com

*

The Hildebrandt Institute and West LegalEdcenter present

REGISTER TODAY

1.800.308.1700

westlegaledcenter.com

*

RESERVE YOUR SPOT NOW

Photo courtesy of The Breakers Palm Beach

PRESORTED FIRST CLASS U.S. POSTAGE

PAID

WEST KEYNOTE

DENNIS SNOW, AUTHOR AND

CUSTOMER SERVICE EXPERT

Dennis Snow, renowned customer service expert and author ofUnleashing Excellence: The Complete

Guide to Ultimate Customer ServiceandLessons from

the Mouse: A Guide for Applying Disney World’s Secrets of Success to Your Organization, Your Career, and Your

Life,will inspire and guide you in your multi-faceted

(3)

BREAKOUT 1

Lateral Integration: What Really Works (and What Really Doesn’t)

We will define “integration” and offer best practices on how it works as we discuss headhunters, due diligence, the buddy system, marketing’s role in the process, and the client’s viewpoint.

SPEAKERS

Ronna W. Cross, Esq.,Director of Client Initiatives, Patton Boggs LLP

Joanne McElhenney,Director of Marketing and Business Development, Brown Rudnick LLP

Jacqueline A. Simmons,Marketing and Business Development Partner, Baker & Daniels

BREAKOUT 2

Success on the Social Web: How Firms are Leveraging Social Networks, Blogs, Podcasts, and More to Drive Business Development and Client Growth Should your firm have a page on Facebook? Do you know what social networking tools lawyers within your firm are using? This breakout will discuss the evolving nature of online interaction, effective use of social media and networks, strategies for curbing ineffective use, and best practices for firms entering these new areas. We will also examine what’s effective from the client perspective.

SPEAKER

Alan Fuqua,Chief Marketing Officer, Winstead PC

Joe Kennan,Director of Communications, Husch Blackwell Sanders LLP

Jennifer Manton,Chief Marketing Officer, Loeb & Loeb LLP

John Simpson,Managing Account Director, Hubbard One

BREAKOUT 3

The Challenge of Leading Change in Today’s Law Firm Marketing and Business Development Roles How do you effect change at the CMO and marketing partner levels? Learn how to be more effective in managing up – and down – while leveraging staff talent and advocating effectively on behalf of your team.

SPEAKERS

Christopher Carter,Chief Marketing Officer, Shook, Hardy & Bacon L.L.P. John Childers, Esq.,M.S. in

Organizational Development, Hildebrandt

6 PM

Hubbard One “Red Carpet” Reception and Excellence in Legal Marketing Awards

Marketing Initiative of the Year Marketing Professional of the Year Nominate today at

www.hubbardone.com/mpf2010/ Sponsored by

WORKSHOP 1

Understanding Economics and Profitability of Law Firms

Your law firm’s leaders operate with a financial view of the firm at the center of every decision. To achieve your goals you need a strong foundation in what makes – and keeps – your firm profitable. Learn how to present your marketing strategies in a language your firm’s decision makers will understand. You will learn: • The key drivers of law

firm profitability

• How to interpret the firm’s annual financial statements

• Accounting principles of particular relevance to law firms

FACILITATOR

Carla Landry,Director, Law Firm Strategy and Structure Practice, Hildebrandt

WORKSHOP 2

Strategic Account Management – SAM for Law Firms

This workshop will focus on the next steps in the strategic account process: factors that contribute to success, candid discussions about what doesn’t work and why, and how to overcome those issues. Join this high-energy, interactive session for ideas on taking your SAM teams to the next level. Workshop takeaways include:

• Tools and tips for tracking progress • Performance training for

high-caliber individuals • Critical success factors and

measuring results

FACILITATORS

Jim CranstonandSilvia Coulter, Vice Presidents, Client Development and Growth Practice, Hildebrandt Patrick Fuller, Esq.,Managing Account Director, Competitive Analytics, Hubbard One

WORKSHOP 3

The CMO and Marketing Partner as Leaders – Leadership Training Session Coordinating marketing and business development efforts across your firm is essential in a down market and requires dedicated focus from marketing partners and chief marketing officers. You face growing pressure to facilitate the firm’s progress on revenue growth, while navigating organizational challenges along the way. At this session, develop your leadership skills to direct your team effectively and to manage up and within the strong law firm culture. You will gain tools to: • Assess your own leadership style • Improve your one-on-one

coaching technique

• Increase your ability to influence firm culture

FACILITATOR

John Childers, Esq.,M.S. in Organizational Development, Hildebrandt

8:45 - 9 AM

Opening Remarks from the Co-Chairs

CO-CHAIRS

Carolyn Rumpf Sandano,Director of Business Development, Proskauer Rose LLP

Mark E. Young,Chief Marketing Officer, Sonnenschein Nath & Rosenthal LLP

9 - 10:30 AM

General Session Opening Keynote: Leading Excellence Discover what it takes to deliver world-class customer service from Dennis Snow, acclaimed expert on the topic. A book signing will follow the talk.

10:30 - 11 AM Break Sponsored by

11 AM - 12:30 PM

Setting the Stage: Moving from Service to an “Experience” Economy

We’ve always been taught to focus on customer service. What does it mean to focus instead on the customer experience? This panel will address making the change and why it’s critical to law firm success. Topics will include: • Building client loyalty

• Adding value from a business perspective

• Bringing the Disney model of customer experience to your law firms

SPEAKERS

Lisa Damon,Managing Partner, Executive Committee Member and Six Sigma Green Belt, Seyfarth Shaw LLP Tea Hoffman, Esq.,Chief Business Development Officer, Baker, Donelson, Bearman, Caldwell & Berkowitz, PC Simone Hughes,Chief Marketing Officer, Borden Ladner Gervais LLP

12:30 - 1:30 PM

Buffet Lunch and Networking

1:30 - 1:45 PM Break

1:45 - 3:15 PM

Envisioning the Law Firm of the Future

You hear a lot of talk about “seismic” changes to the business of law. But what does this mean for your firm? A panel of law firm leaders and visionaries will discuss how they are transforming their law firms today to compete well into the future. Find out where your firm sits on the spectrum and strategies to move your firm forward. Specific topics will include:

• Building partner and firm accountability into firm strategies and initiatives

• Aligning the firm with the client expectations

• Responding to challenges while maintaining firm profitability • Measuring results

SPEAKERS

Doug Benson,Chief Operating Officer, Orrick, Herrington & Sutcliffe LLP

Claudia Gilman,Vice President and General Counsel International, Boston Scientific

Andrew B. Serwin,Partner, Foley & Lardner LLP

3:15 - 3:30 PM Networking Break

PRE-CONFERENCE WORKSHOPS

DEVELOPING YOUR LEADERSHIP SKILLS

MUST-ATTEND

TWO-DAY FORUM

1:30 - 4:30 PM

WEDNESDAY AGENDA | JANUARY 13, 2010 (AFTERNOON ONLY)

THURSDAY AGENDA | JANUARY 14, 2010

4:45 - 6 PM

CMO, Marketing Partner, and Managing Partner Roundtables

These intimate, peer-to-peer roundtables offer marketing leaders a prime networking opportunity. Exchange ideas and business cards, discuss common problems, and work together to develop solutions.

Open to heads of marketing or business development functions at law firms.

INDIVIDUAL ROUNDTABLE TOPICS AND FACILITATORS

• Lateral Integration:Joanne McElhenney,Director of Marketing and Business Development, Brown Rudnick LLP • Integrating Marketing and Sales:Jeff Scalzi,Director of Marketing, Foley Hoag LLP

• The Evolving Marketing Partner Role:Alvidas Jasin,Director of Business Development, Thompson Hine LLP • Impacting Change through Process Improvement/Process Management:Beth M. Cuzzone,Director of Business

Development and Six Sigma Green Belt, Goulston & Storrs

• The Evolving Chief Marketing Officer Role:Carolee Swallie,Chief Client Development Officer, Brinks Hofer Gilson & Lione

6 - 7:30 PM Opening Reception

3:30 - 5 PM

FRIDAY AGENDA | JANUARY 15, 2010

8 - 8:45 AM Breakfast Workshop Sponsored by 8:45 - 9 AM Opening Remarks 9 - 10:15 AM

The World Today As Seen by Your Clients: General Counsel Roundtable

This perennial favorite features leading corporate GCs and, this year, Mike Roster, Steering Committee Chair of the Association of Corporate Counsel’s Value Challenge. The panel will discuss reconnecting the cost of legal services to their value and offer creative ideas for structuring

partnerships between law firms and their clients, including: • Getting clients to focus on outcomes, not process • Creative proposals versus discounts

• Examples of successful projects and new business models

SPEAKERS

Mike Roster,Steering Committee Chair, ACC Value Challenge General Counsels TBD

10:15 - 10:30 AM Break

10:30 - 11:30 AM

Process Management: From Theory to Practice

With the inevitable shift to alternative fees, even if for only a small percentage of the firm’s overall work, “process improvement” is the phrase of the day. This session looks closely at how firms approach fine-tuning the legal work along with the delivery and internal support systems that offer value to clients and increase profitability.

SPEAKERS

Beth M. Cuzzone,Director of Business Development and Six Sigma Green Belt, Goulston & Storrs

Susan DiMickele,Partner, Squire, Sanders & Dempsey L.L.P. Christopher Mirabile,President, Association of Corporate Counsel, Northeast Chapter

BREAKOUT 1

What’s Not Going to Work Anymore: Effective Pricing Strategies for the “New” Economy

This how-to on billing principles, alternative fees, and project billing will share current examples of successful partnerships with clients on pricing issues, including rate increases.

SPEAKERS

Cynthia Kretz,General Counsel, Cook Group Incorporated

Gary Ropski,President, Brinks Hofer Gilson & Lione

Peter Tassie,Senior Automotive Litigation Counsel, Ford Motor Company Barry Toone,Partner, Bowman

and Brooke LLP

BREAKOUT 2

Evolving Partner Roles in Client Services, Business Development, and Sales

Firms seeking an effective business strategy know that client and business development require top-tier leaders. With titles like business development partner, partner of client relationships, marketing partner, and a host of others, the role is taking on the prominence it has long deserved. Learn how to spend your time wisely, balancing the demands of your role with managing your time and building your own business.

SPEAKERS

Paul Eyre,Marketing Partner, Baker and Hostetler LLP

James Pagliaro,Client Development Partner, Morgan Lewis & Bockius LLP Doug Sorocco,Marketing Partner, Dunlap Codding, PC

BREAKOUT 3

Finding and Working with Professional Service Providers on the Web

In 2000, the Brand Research Company and Greenfield/Belser survey changed the way firms design Web sites and delivered valuable insights into the Web behavior of American business executives. In 2009, they did it again. Learn how, how often, where, when, and why professional services buyers search for and work with firms like yours. Better understand Web site preferences and pet peeves to improve your overall Web presence.

SPEAKERS

Burkey Belser,President and Creative Director, Greenfield/Belser Ltd. Sue Stock Allison,Managing Director, The Brand Research Company

1 - 1:30 PM Closing Remarks 1:30 PM Buffet Lunch 11:30 - 11:45 AM Break 11:45 AM - 1 PM Redwood Analytics

PLATINUM GOLD OTHER

THANK YOU, SPONSORS

ABOUT THE EVENT PARTNER

The Hildebrandt Institute, a division of Hildebrandt, provides world-class management development programs and interactive workshops to meet the needs of an array of law firms and professional service leaders. Hildebrandt is a Thomson Reuters company.

REGISTER TODAY

1.800.308.1700

westlegaledcenter.com

(4)

BREAKOUT 1

Lateral Integration: What Really Works (and What Really Doesn’t)

We will define “integration” and offer best practices on how it works as we discuss headhunters, due diligence, the buddy system, marketing’s role in the process, and the client’s viewpoint.

SPEAKERS

Ronna W. Cross, Esq.,Director of Client Initiatives, Patton Boggs LLP

Joanne McElhenney,Director of Marketing and Business Development, Brown Rudnick LLP

Jacqueline A. Simmons,Marketing and Business Development Partner, Baker & Daniels

BREAKOUT 2

Success on the Social Web: How Firms are Leveraging Social Networks, Blogs, Podcasts, and More to Drive Business Development and Client Growth Should your firm have a page on Facebook? Do you know what social networking tools lawyers within your firm are using? This breakout will discuss the evolving nature of online interaction, effective use of social media and networks, strategies for curbing ineffective use, and best practices for firms entering these new areas. We will also examine what’s effective from the client perspective.

SPEAKER

Alan Fuqua,Chief Marketing Officer, Winstead PC

Joe Kennan,Director of Communications, Husch Blackwell Sanders LLP

Jennifer Manton,Chief Marketing Officer, Loeb & Loeb LLP

John Simpson,Managing Account Director, Hubbard One

BREAKOUT 3

The Challenge of Leading Change in Today’s Law Firm Marketing and Business Development Roles How do you effect change at the CMO and marketing partner levels? Learn how to be more effective in managing up – and down – while leveraging staff talent and advocating effectively on behalf of your team.

SPEAKERS

Christopher Carter,Chief Marketing Officer, Shook, Hardy & Bacon L.L.P. John Childers, Esq.,M.S. in

Organizational Development, Hildebrandt

6 PM

Hubbard One “Red Carpet” Reception and Excellence in Legal Marketing Awards

Marketing Initiative of the Year Marketing Professional of the Year Nominate today at

www.hubbardone.com/mpf2010/ Sponsored by

WORKSHOP 1

Understanding Economics and Profitability of Law Firms

Your law firm’s leaders operate with a financial view of the firm at the center of every decision. To achieve your goals you need a strong foundation in what makes – and keeps – your firm profitable. Learn how to present your marketing strategies in a language your firm’s decision makers will understand. You will learn: • The key drivers of law

firm profitability

• How to interpret the firm’s annual financial statements

• Accounting principles of particular relevance to law firms

FACILITATOR

Carla Landry,Director, Law Firm Strategy and Structure Practice, Hildebrandt

WORKSHOP 2

Strategic Account Management – SAM for Law Firms

This workshop will focus on the next steps in the strategic account process: factors that contribute to success, candid discussions about what doesn’t work and why, and how to overcome those issues. Join this high-energy, interactive session for ideas on taking your SAM teams to the next level. Workshop takeaways include:

• Tools and tips for tracking progress • Performance training for

high-caliber individuals • Critical success factors and

measuring results

FACILITATORS

Jim CranstonandSilvia Coulter, Vice Presidents, Client Development and Growth Practice, Hildebrandt Patrick Fuller, Esq.,Managing Account Director, Competitive Analytics, Hubbard One

WORKSHOP 3

The CMO and Marketing Partner as Leaders – Leadership Training Session Coordinating marketing and business development efforts across your firm is essential in a down market and requires dedicated focus from marketing partners and chief marketing officers. You face growing pressure to facilitate the firm’s progress on revenue growth, while navigating organizational challenges along the way. At this session, develop your leadership skills to direct your team effectively and to manage up and within the strong law firm culture. You will gain tools to: • Assess your own leadership style • Improve your one-on-one

coaching technique

• Increase your ability to influence firm culture

FACILITATOR

John Childers, Esq.,M.S. in Organizational Development, Hildebrandt

8:45 - 9 AM

Opening Remarks from the Co-Chairs

CO-CHAIRS

Carolyn Rumpf Sandano,Director of Business Development, Proskauer Rose LLP

Mark E. Young,Chief Marketing Officer, Sonnenschein Nath & Rosenthal LLP

9 - 10:30 AM

General Session Opening Keynote: Leading Excellence Discover what it takes to deliver world-class customer service from Dennis Snow, acclaimed expert on the topic. A book signing will follow the talk.

10:30 - 11 AM Break Sponsored by

11 AM - 12:30 PM

Setting the Stage: Moving from Service to an “Experience” Economy

We’ve always been taught to focus on customer service. What does it mean to focus instead on the customer experience? This panel will address making the change and why it’s critical to law firm success. Topics will include: • Building client loyalty

• Adding value from a business perspective

• Bringing the Disney model of customer experience to your law firms

SPEAKERS

Lisa Damon,Managing Partner, Executive Committee Member and Six Sigma Green Belt, Seyfarth Shaw LLP Tea Hoffman, Esq.,Chief Business Development Officer, Baker, Donelson, Bearman, Caldwell & Berkowitz, PC Simone Hughes,Chief Marketing Officer, Borden Ladner Gervais LLP

12:30 - 1:30 PM

Buffet Lunch and Networking

1:30 - 1:45 PM Break

1:45 - 3:15 PM

Envisioning the Law Firm of the Future

You hear a lot of talk about “seismic” changes to the business of law. But what does this mean for your firm? A panel of law firm leaders and visionaries will discuss how they are transforming their law firms today to compete well into the future. Find out where your firm sits on the spectrum and strategies to move your firm forward. Specific topics will include:

• Building partner and firm accountability into firm strategies and initiatives

• Aligning the firm with the client expectations

• Responding to challenges while maintaining firm profitability • Measuring results

SPEAKERS

Doug Benson,Chief Operating Officer, Orrick, Herrington & Sutcliffe LLP

Claudia Gilman,Vice President and General Counsel International, Boston Scientific

Andrew B. Serwin,Partner, Foley & Lardner LLP

3:15 - 3:30 PM Networking Break

PRE-CONFERENCE WORKSHOPS

DEVELOPING YOUR LEADERSHIP SKILLS

MUST-ATTEND

TWO-DAY FORUM

1:30 - 4:30 PM

WEDNESDAY AGENDA | JANUARY 13, 2010 (AFTERNOON ONLY)

THURSDAY AGENDA | JANUARY 14, 2010

4:45 - 6 PM

CMO, Marketing Partner, and Managing Partner Roundtables

These intimate, peer-to-peer roundtables offer marketing leaders a prime networking opportunity. Exchange ideas and business cards, discuss common problems, and work together to develop solutions.

Open to heads of marketing or business development functions at law firms.

INDIVIDUAL ROUNDTABLE TOPICS AND FACILITATORS

• Lateral Integration:Joanne McElhenney,Director of Marketing and Business Development, Brown Rudnick LLP • Integrating Marketing and Sales:Jeff Scalzi,Director of Marketing, Foley Hoag LLP

• The Evolving Marketing Partner Role:Alvidas Jasin,Director of Business Development, Thompson Hine LLP • Impacting Change through Process Improvement/Process Management:Beth M. Cuzzone,Director of Business

Development and Six Sigma Green Belt, Goulston & Storrs

• The Evolving Chief Marketing Officer Role:Carolee Swallie,Chief Client Development Officer, Brinks Hofer Gilson & Lione

6 - 7:30 PM Opening Reception

3:30 - 5 PM

FRIDAY AGENDA | JANUARY 15, 2010

8 - 8:45 AM Breakfast Workshop Sponsored by 8:45 - 9 AM Opening Remarks 9 - 10:15 AM

The World Today As Seen by Your Clients: General Counsel Roundtable

This perennial favorite features leading corporate GCs and, this year, Mike Roster, Steering Committee Chair of the Association of Corporate Counsel’s Value Challenge. The panel will discuss reconnecting the cost of legal services to their value and offer creative ideas for structuring

partnerships between law firms and their clients, including: • Getting clients to focus on outcomes, not process • Creative proposals versus discounts

• Examples of successful projects and new business models

SPEAKERS

Mike Roster,Steering Committee Chair, ACC Value Challenge General Counsels TBD

10:15 - 10:30 AM Break

10:30 - 11:30 AM

Process Management: From Theory to Practice

With the inevitable shift to alternative fees, even if for only a small percentage of the firm’s overall work, “process improvement” is the phrase of the day. This session looks closely at how firms approach fine-tuning the legal work along with the delivery and internal support systems that offer value to clients and increase profitability.

SPEAKERS

Beth M. Cuzzone,Director of Business Development and Six Sigma Green Belt, Goulston & Storrs

Susan DiMickele,Partner, Squire, Sanders & Dempsey L.L.P. Christopher Mirabile,President, Association of Corporate Counsel, Northeast Chapter

BREAKOUT 1

What’s Not Going to Work Anymore: Effective Pricing Strategies for the “New” Economy

This how-to on billing principles, alternative fees, and project billing will share current examples of successful partnerships with clients on pricing issues, including rate increases.

SPEAKERS

Cynthia Kretz,General Counsel, Cook Group Incorporated

Gary Ropski,President, Brinks Hofer Gilson & Lione

Peter Tassie,Senior Automotive Litigation Counsel, Ford Motor Company Barry Toone,Partner, Bowman

and Brooke LLP

BREAKOUT 2

Evolving Partner Roles in Client Services, Business Development, and Sales

Firms seeking an effective business strategy know that client and business development require top-tier leaders. With titles like business development partner, partner of client relationships, marketing partner, and a host of others, the role is taking on the prominence it has long deserved. Learn how to spend your time wisely, balancing the demands of your role with managing your time and building your own business.

SPEAKERS

Paul Eyre,Marketing Partner, Baker and Hostetler LLP

James Pagliaro,Client Development Partner, Morgan Lewis & Bockius LLP Doug Sorocco,Marketing Partner, Dunlap Codding, PC

BREAKOUT 3

Finding and Working with Professional Service Providers on the Web

In 2000, the Brand Research Company and Greenfield/Belser survey changed the way firms design Web sites and delivered valuable insights into the Web behavior of American business executives. In 2009, they did it again. Learn how, how often, where, when, and why professional services buyers search for and work with firms like yours. Better understand Web site preferences and pet peeves to improve your overall Web presence.

SPEAKERS

Burkey Belser,President and Creative Director, Greenfield/Belser Ltd. Sue Stock Allison,Managing Director, The Brand Research Company

1 - 1:30 PM Closing Remarks 1:30 PM Buffet Lunch 11:30 - 11:45 AM Break 11:45 AM - 1 PM Redwood Analytics

PLATINUM GOLD OTHER

THANK YOU, SPONSORS

ABOUT THE EVENT PARTNER

The Hildebrandt Institute, a division of Hildebrandt, provides world-class management development programs and interactive workshops to meet the needs of an array of law firms and professional service leaders. Hildebrandt is a Thomson Reuters company.

REGISTER TODAY

1.800.308.1700

westlegaledcenter.com

(5)

BREAKOUT 1

Lateral Integration: What Really Works (and What Really Doesn’t)

We will define “integration” and offer best practices on how it works as we discuss headhunters, due diligence, the buddy system, marketing’s role in the process, and the client’s viewpoint.

SPEAKERS

Ronna W. Cross, Esq.,Director of Client Initiatives, Patton Boggs LLP

Joanne McElhenney,Director of Marketing and Business Development, Brown Rudnick LLP

Jacqueline A. Simmons,Marketing and Business Development Partner, Baker & Daniels

BREAKOUT 2

Success on the Social Web: How Firms are Leveraging Social Networks, Blogs, Podcasts, and More to Drive Business Development and Client Growth Should your firm have a page on Facebook? Do you know what social networking tools lawyers within your firm are using? This breakout will discuss the evolving nature of online interaction, effective use of social media and networks, strategies for curbing ineffective use, and best practices for firms entering these new areas. We will also examine what’s effective from the client perspective.

SPEAKER

Alan Fuqua,Chief Marketing Officer, Winstead PC

Joe Kennan,Director of Communications, Husch Blackwell Sanders LLP

Jennifer Manton,Chief Marketing Officer, Loeb & Loeb LLP

John Simpson,Managing Account Director, Hubbard One

BREAKOUT 3

The Challenge of Leading Change in Today’s Law Firm Marketing and Business Development Roles How do you effect change at the CMO and marketing partner levels? Learn how to be more effective in managing up – and down – while leveraging staff talent and advocating effectively on behalf of your team.

SPEAKERS

Christopher Carter,Chief Marketing Officer, Shook, Hardy & Bacon L.L.P. John Childers, Esq.,M.S. in

Organizational Development, Hildebrandt

6 PM

Hubbard One “Red Carpet” Reception and Excellence in Legal Marketing Awards

Marketing Initiative of the Year Marketing Professional of the Year Nominate today at

www.hubbardone.com/mpf2010/ Sponsored by

WORKSHOP 1

Understanding Economics and Profitability of Law Firms

Your law firm’s leaders operate with a financial view of the firm at the center of every decision. To achieve your goals you need a strong foundation in what makes – and keeps – your firm profitable. Learn how to present your marketing strategies in a language your firm’s decision makers will understand. You will learn: • The key drivers of law

firm profitability

• How to interpret the firm’s annual financial statements

• Accounting principles of particular relevance to law firms

FACILITATOR

Carla Landry,Director, Law Firm Strategy and Structure Practice, Hildebrandt

WORKSHOP 2

Strategic Account Management – SAM for Law Firms

This workshop will focus on the next steps in the strategic account process: factors that contribute to success, candid discussions about what doesn’t work and why, and how to overcome those issues. Join this high-energy, interactive session for ideas on taking your SAM teams to the next level. Workshop takeaways include:

• Tools and tips for tracking progress • Performance training for

high-caliber individuals • Critical success factors and

measuring results

FACILITATORS

Jim CranstonandSilvia Coulter, Vice Presidents, Client Development and Growth Practice, Hildebrandt Patrick Fuller, Esq.,Managing Account Director, Competitive Analytics, Hubbard One

WORKSHOP 3

The CMO and Marketing Partner as Leaders – Leadership Training Session Coordinating marketing and business development efforts across your firm is essential in a down market and requires dedicated focus from marketing partners and chief marketing officers. You face growing pressure to facilitate the firm’s progress on revenue growth, while navigating organizational challenges along the way. At this session, develop your leadership skills to direct your team effectively and to manage up and within the strong law firm culture. You will gain tools to: • Assess your own leadership style • Improve your one-on-one

coaching technique

• Increase your ability to influence firm culture

FACILITATOR

John Childers, Esq.,M.S. in Organizational Development, Hildebrandt

8:45 - 9 AM

Opening Remarks from the Co-Chairs

CO-CHAIRS

Carolyn Rumpf Sandano,Director of Business Development, Proskauer Rose LLP

Mark E. Young,Chief Marketing Officer, Sonnenschein Nath & Rosenthal LLP

9 - 10:30 AM

General Session Opening Keynote: Leading Excellence Discover what it takes to deliver world-class customer service from Dennis Snow, acclaimed expert on the topic. A book signing will follow the talk.

10:30 - 11 AM Break Sponsored by

11 AM - 12:30 PM

Setting the Stage: Moving from Service to an “Experience” Economy

We’ve always been taught to focus on customer service. What does it mean to focus instead on the customer experience? This panel will address making the change and why it’s critical to law firm success. Topics will include: • Building client loyalty

• Adding value from a business perspective

• Bringing the Disney model of customer experience to your law firms

SPEAKERS

Lisa Damon,Managing Partner, Executive Committee Member and Six Sigma Green Belt, Seyfarth Shaw LLP Tea Hoffman, Esq.,Chief Business Development Officer, Baker, Donelson, Bearman, Caldwell & Berkowitz, PC Simone Hughes,Chief Marketing Officer, Borden Ladner Gervais LLP

12:30 - 1:30 PM

Buffet Lunch and Networking

1:30 - 1:45 PM Break

1:45 - 3:15 PM

Envisioning the Law Firm of the Future

You hear a lot of talk about “seismic” changes to the business of law. But what does this mean for your firm? A panel of law firm leaders and visionaries will discuss how they are transforming their law firms today to compete well into the future. Find out where your firm sits on the spectrum and strategies to move your firm forward. Specific topics will include:

• Building partner and firm accountability into firm strategies and initiatives

• Aligning the firm with the client expectations

• Responding to challenges while maintaining firm profitability • Measuring results

SPEAKERS

Doug Benson,Chief Operating Officer, Orrick, Herrington & Sutcliffe LLP

Claudia Gilman,Vice President and General Counsel International, Boston Scientific

Andrew B. Serwin,Partner, Foley & Lardner LLP

3:15 - 3:30 PM Networking Break

PRE-CONFERENCE WORKSHOPS

DEVELOPING YOUR LEADERSHIP SKILLS

MUST-ATTEND

TWO-DAY FORUM

1:30 - 4:30 PM

WEDNESDAY AGENDA | JANUARY 13, 2010 (AFTERNOON ONLY)

THURSDAY AGENDA | JANUARY 14, 2010

4:45 - 6 PM

CMO, Marketing Partner, and Managing Partner Roundtables

These intimate, peer-to-peer roundtables offer marketing leaders a prime networking opportunity. Exchange ideas and business cards, discuss common problems, and work together to develop solutions.

Open to heads of marketing or business development functions at law firms.

INDIVIDUAL ROUNDTABLE TOPICS AND FACILITATORS

• Lateral Integration:Joanne McElhenney,Director of Marketing and Business Development, Brown Rudnick LLP • Integrating Marketing and Sales:Jeff Scalzi,Director of Marketing, Foley Hoag LLP

• The Evolving Marketing Partner Role:Alvidas Jasin,Director of Business Development, Thompson Hine LLP • Impacting Change through Process Improvement/Process Management:Beth M. Cuzzone,Director of Business

Development and Six Sigma Green Belt, Goulston & Storrs

• The Evolving Chief Marketing Officer Role:Carolee Swallie,Chief Client Development Officer, Brinks Hofer Gilson & Lione

6 - 7:30 PM Opening Reception

3:30 - 5 PM

FRIDAY AGENDA | JANUARY 15, 2010

8 - 8:45 AM Breakfast Workshop Sponsored by 8:45 - 9 AM Opening Remarks 9 - 10:15 AM

The World Today As Seen by Your Clients: General Counsel Roundtable

This perennial favorite features leading corporate GCs and, this year, Mike Roster, Steering Committee Chair of the Association of Corporate Counsel’s Value Challenge. The panel will discuss reconnecting the cost of legal services to their value and offer creative ideas for structuring

partnerships between law firms and their clients, including: • Getting clients to focus on outcomes, not process • Creative proposals versus discounts

• Examples of successful projects and new business models

SPEAKERS

Mike Roster,Steering Committee Chair, ACC Value Challenge General Counsels TBD

10:15 - 10:30 AM Break

10:30 - 11:30 AM

Process Management: From Theory to Practice

With the inevitable shift to alternative fees, even if for only a small percentage of the firm’s overall work, “process improvement” is the phrase of the day. This session looks closely at how firms approach fine-tuning the legal work along with the delivery and internal support systems that offer value to clients and increase profitability.

SPEAKERS

Beth M. Cuzzone,Director of Business Development and Six Sigma Green Belt, Goulston & Storrs

Susan DiMickele,Partner, Squire, Sanders & Dempsey L.L.P. Christopher Mirabile,President, Association of Corporate Counsel, Northeast Chapter

BREAKOUT 1

What’s Not Going to Work Anymore: Effective Pricing Strategies for the “New” Economy

This how-to on billing principles, alternative fees, and project billing will share current examples of successful partnerships with clients on pricing issues, including rate increases.

SPEAKERS

Cynthia Kretz,General Counsel, Cook Group Incorporated

Gary Ropski,President, Brinks Hofer Gilson & Lione

Peter Tassie,Senior Automotive Litigation Counsel, Ford Motor Company Barry Toone,Partner, Bowman

and Brooke LLP

BREAKOUT 2

Evolving Partner Roles in Client Services, Business Development, and Sales

Firms seeking an effective business strategy know that client and business development require top-tier leaders. With titles like business development partner, partner of client relationships, marketing partner, and a host of others, the role is taking on the prominence it has long deserved. Learn how to spend your time wisely, balancing the demands of your role with managing your time and building your own business.

SPEAKERS

Paul Eyre,Marketing Partner, Baker and Hostetler LLP

James Pagliaro,Client Development Partner, Morgan Lewis & Bockius LLP Doug Sorocco,Marketing Partner, Dunlap Codding, PC

BREAKOUT 3

Finding and Working with Professional Service Providers on the Web

In 2000, the Brand Research Company and Greenfield/Belser survey changed the way firms design Web sites and delivered valuable insights into the Web behavior of American business executives. In 2009, they did it again. Learn how, how often, where, when, and why professional services buyers search for and work with firms like yours. Better understand Web site preferences and pet peeves to improve your overall Web presence.

SPEAKERS

Burkey Belser,President and Creative Director, Greenfield/Belser Ltd. Sue Stock Allison,Managing Director, The Brand Research Company

1 - 1:30 PM Closing Remarks 1:30 PM Buffet Lunch 11:30 - 11:45 AM Break 11:45 AM - 1 PM Redwood Analytics

PLATINUM GOLD OTHER

THANK YOU, SPONSORS

ABOUT THE EVENT PARTNER

The Hildebrandt Institute, a division of Hildebrandt, provides world-class management development programs and interactive workshops to meet the needs of an array of law firms and professional service leaders. Hildebrandt is a Thomson Reuters company.

REGISTER TODAY

1.800.308.1700

westlegaledcenter.com

(6)

BREAKOUT 1

Lateral Integration: What Really Works (and What Really Doesn’t)

We will define “integration” and offer best practices on how it works as we discuss headhunters, due diligence, the buddy system, marketing’s role in the process, and the client’s viewpoint.

SPEAKERS

Ronna W. Cross, Esq.,Director of Client Initiatives, Patton Boggs LLP

Joanne McElhenney,Director of Marketing and Business Development, Brown Rudnick LLP

Jacqueline A. Simmons,Marketing and Business Development Partner, Baker & Daniels

BREAKOUT 2

Success on the Social Web: How Firms are Leveraging Social Networks, Blogs, Podcasts, and More to Drive Business Development and Client Growth Should your firm have a page on Facebook? Do you know what social networking tools lawyers within your firm are using? This breakout will discuss the evolving nature of online interaction, effective use of social media and networks, strategies for curbing ineffective use, and best practices for firms entering these new areas. We will also examine what’s effective from the client perspective.

SPEAKER

Alan Fuqua,Chief Marketing Officer, Winstead PC

Joe Kennan,Director of Communications, Husch Blackwell Sanders LLP

Jennifer Manton,Chief Marketing Officer, Loeb & Loeb LLP

John Simpson,Managing Account Director, Hubbard One

BREAKOUT 3

The Challenge of Leading Change in Today’s Law Firm Marketing and Business Development Roles How do you effect change at the CMO and marketing partner levels? Learn how to be more effective in managing up – and down – while leveraging staff talent and advocating effectively on behalf of your team.

SPEAKERS

Christopher Carter,Chief Marketing Officer, Shook, Hardy & Bacon L.L.P. John Childers, Esq.,M.S. in

Organizational Development, Hildebrandt

6 PM

Hubbard One “Red Carpet” Reception and Excellence in Legal Marketing Awards

Marketing Initiative of the Year Marketing Professional of the Year Nominate today at

www.hubbardone.com/mpf2010/ Sponsored by

WORKSHOP 1

Understanding Economics and Profitability of Law Firms

Your law firm’s leaders operate with a financial view of the firm at the center of every decision. To achieve your goals you need a strong foundation in what makes – and keeps – your firm profitable. Learn how to present your marketing strategies in a language your firm’s decision makers will understand. You will learn: • The key drivers of law

firm profitability

• How to interpret the firm’s annual financial statements

• Accounting principles of particular relevance to law firms

FACILITATOR

Carla Landry,Director, Law Firm Strategy and Structure Practice, Hildebrandt

WORKSHOP 2

Strategic Account Management – SAM for Law Firms

This workshop will focus on the next steps in the strategic account process: factors that contribute to success, candid discussions about what doesn’t work and why, and how to overcome those issues. Join this high-energy, interactive session for ideas on taking your SAM teams to the next level. Workshop takeaways include:

• Tools and tips for tracking progress • Performance training for

high-caliber individuals • Critical success factors and

measuring results

FACILITATORS

Jim CranstonandSilvia Coulter, Vice Presidents, Client Development and Growth Practice, Hildebrandt Patrick Fuller, Esq.,Managing Account Director, Competitive Analytics, Hubbard One

WORKSHOP 3

The CMO and Marketing Partner as Leaders – Leadership Training Session Coordinating marketing and business development efforts across your firm is essential in a down market and requires dedicated focus from marketing partners and chief marketing officers. You face growing pressure to facilitate the firm’s progress on revenue growth, while navigating organizational challenges along the way. At this session, develop your leadership skills to direct your team effectively and to manage up and within the strong law firm culture. You will gain tools to: • Assess your own leadership style • Improve your one-on-one

coaching technique

• Increase your ability to influence firm culture

FACILITATOR

John Childers, Esq.,M.S. in Organizational Development, Hildebrandt

8:45 - 9 AM

Opening Remarks from the Co-Chairs

CO-CHAIRS

Carolyn Rumpf Sandano,Director of Business Development, Proskauer Rose LLP

Mark E. Young,Chief Marketing Officer, Sonnenschein Nath & Rosenthal LLP

9 - 10:30 AM

General Session Opening Keynote: Leading Excellence Discover what it takes to deliver world-class customer service from Dennis Snow, acclaimed expert on the topic. A book signing will follow the talk.

10:30 - 11 AM Break Sponsored by

11 AM - 12:30 PM

Setting the Stage: Moving from Service to an “Experience” Economy

We’ve always been taught to focus on customer service. What does it mean to focus instead on the customer experience? This panel will address making the change and why it’s critical to law firm success. Topics will include: • Building client loyalty

• Adding value from a business perspective

• Bringing the Disney model of customer experience to your law firms

SPEAKERS

Lisa Damon,Managing Partner, Executive Committee Member and Six Sigma Green Belt, Seyfarth Shaw LLP Tea Hoffman, Esq.,Chief Business Development Officer, Baker, Donelson, Bearman, Caldwell & Berkowitz, PC Simone Hughes,Chief Marketing Officer, Borden Ladner Gervais LLP

12:30 - 1:30 PM

Buffet Lunch and Networking

1:30 - 1:45 PM Break

1:45 - 3:15 PM

Envisioning the Law Firm of the Future

You hear a lot of talk about “seismic” changes to the business of law. But what does this mean for your firm? A panel of law firm leaders and visionaries will discuss how they are transforming their law firms today to compete well into the future. Find out where your firm sits on the spectrum and strategies to move your firm forward. Specific topics will include:

• Building partner and firm accountability into firm strategies and initiatives

• Aligning the firm with the client expectations

• Responding to challenges while maintaining firm profitability • Measuring results

SPEAKERS

Doug Benson,Chief Operating Officer, Orrick, Herrington & Sutcliffe LLP

Claudia Gilman,Vice President and General Counsel International, Boston Scientific

Andrew B. Serwin,Partner, Foley & Lardner LLP

3:15 - 3:30 PM Networking Break

PRE-CONFERENCE WORKSHOPS

DEVELOPING YOUR LEADERSHIP SKILLS

MUST-ATTEND

TWO-DAY FORUM

1:30 - 4:30 PM

WEDNESDAY AGENDA | JANUARY 13, 2010 (AFTERNOON ONLY)

THURSDAY AGENDA | JANUARY 14, 2010

4:45 - 6 PM

CMO, Marketing Partner, and Managing Partner Roundtables

These intimate, peer-to-peer roundtables offer marketing leaders a prime networking opportunity. Exchange ideas and business cards, discuss common problems, and work together to develop solutions.

Open to heads of marketing or business development functions at law firms.

INDIVIDUAL ROUNDTABLE TOPICS AND FACILITATORS

• Lateral Integration:Joanne McElhenney,Director of Marketing and Business Development, Brown Rudnick LLP • Integrating Marketing and Sales:Jeff Scalzi,Director of Marketing, Foley Hoag LLP

• The Evolving Marketing Partner Role:Alvidas Jasin,Director of Business Development, Thompson Hine LLP • Impacting Change through Process Improvement/Process Management:Beth M. Cuzzone,Director of Business

Development and Six Sigma Green Belt, Goulston & Storrs

• The Evolving Chief Marketing Officer Role:Carolee Swallie,Chief Client Development Officer, Brinks Hofer Gilson & Lione

6 - 7:30 PM Opening Reception

3:30 - 5 PM

FRIDAY AGENDA | JANUARY 15, 2010

8 - 8:45 AM Breakfast Workshop Sponsored by 8:45 - 9 AM Opening Remarks 9 - 10:15 AM

The World Today As Seen by Your Clients: General Counsel Roundtable

This perennial favorite features leading corporate GCs and, this year, Mike Roster, Steering Committee Chair of the Association of Corporate Counsel’s Value Challenge. The panel will discuss reconnecting the cost of legal services to their value and offer creative ideas for structuring

partnerships between law firms and their clients, including: • Getting clients to focus on outcomes, not process • Creative proposals versus discounts

• Examples of successful projects and new business models

SPEAKERS

Mike Roster,Steering Committee Chair, ACC Value Challenge General Counsels TBD

10:15 - 10:30 AM Break

10:30 - 11:30 AM

Process Management: From Theory to Practice

With the inevitable shift to alternative fees, even if for only a small percentage of the firm’s overall work, “process improvement” is the phrase of the day. This session looks closely at how firms approach fine-tuning the legal work along with the delivery and internal support systems that offer value to clients and increase profitability.

SPEAKERS

Beth M. Cuzzone,Director of Business Development and Six Sigma Green Belt, Goulston & Storrs

Susan DiMickele,Partner, Squire, Sanders & Dempsey L.L.P. Christopher Mirabile,President, Association of Corporate Counsel, Northeast Chapter

BREAKOUT 1

What’s Not Going to Work Anymore: Effective Pricing Strategies for the “New” Economy

This how-to on billing principles, alternative fees, and project billing will share current examples of successful partnerships with clients on pricing issues, including rate increases.

SPEAKERS

Cynthia Kretz,General Counsel, Cook Group Incorporated

Gary Ropski,President, Brinks Hofer Gilson & Lione

Peter Tassie,Senior Automotive Litigation Counsel, Ford Motor Company Barry Toone,Partner, Bowman

and Brooke LLP

BREAKOUT 2

Evolving Partner Roles in Client Services, Business Development, and Sales

Firms seeking an effective business strategy know that client and business development require top-tier leaders. With titles like business development partner, partner of client relationships, marketing partner, and a host of others, the role is taking on the prominence it has long deserved. Learn how to spend your time wisely, balancing the demands of your role with managing your time and building your own business.

SPEAKERS

Paul Eyre,Marketing Partner, Baker and Hostetler LLP

James Pagliaro,Client Development Partner, Morgan Lewis & Bockius LLP Doug Sorocco,Marketing Partner, Dunlap Codding, PC

BREAKOUT 3

Finding and Working with Professional Service Providers on the Web

In 2000, the Brand Research Company and Greenfield/Belser survey changed the way firms design Web sites and delivered valuable insights into the Web behavior of American business executives. In 2009, they did it again. Learn how, how often, where, when, and why professional services buyers search for and work with firms like yours. Better understand Web site preferences and pet peeves to improve your overall Web presence.

SPEAKERS

Burkey Belser,President and Creative Director, Greenfield/Belser Ltd. Sue Stock Allison,Managing Director, The Brand Research Company

1 - 1:30 PM Closing Remarks 1:30 PM Buffet Lunch 11:30 - 11:45 AM Break 11:45 AM - 1 PM Redwood Analytics

PLATINUM GOLD OTHER

THANK YOU, SPONSORS

ABOUT THE EVENT PARTNER

The Hildebrandt Institute, a division of Hildebrandt, provides world-class management development programs and interactive workshops to meet the needs of an array of law firms and professional service leaders. Hildebrandt is a Thomson Reuters company.

REGISTER TODAY

1.800.308.1700

westlegaledcenter.com

(7)

THE 17TH ANNUAL

LAW FIRM

MARKETING

PARTNER

FORUM 2010

A NEW ERA: THE INTEGRATION OF MARKETING

AND THE CLIENT EXPERIENCE

DON’T MISS THESE TOPICS

• Why the customer experience is critical to law firm success • Building client loyalty and adding value

• How CMOs and marketing partners can motivate firm leadership • Lateral integration strategies that really work

• Practical steps to best respond to client needs • Effective pricing strategies for the new economy • Social networking success stories

• And much more

The Hildebrandt Institute and West LegalEdcenter present

JANUARY 13-15, 2010

The Breakers Palm Beach Palm Beach, Florida

ATTRACT CLIENTS, DRIVE REVENUE,

AND DELIVER RESULTS

This forum isn’t just another marketing fair

or conference for junior marketing staff

learning the ropes. It’s the industry-leading

conference created by and for leaders

driving the strategic marketing and business

development decisions at their law firms.

Get the tools and inspiration you need at

this much-anticipated conference and

three optional pre-conference workshops.

EVENT CHAIRS

Carolyn Rumpf Sandano,Director of Business Development, Proskauer Rose LLP

Mark E. Young,Chief Marketing Officer, Sonnenschein Nath & Rosenthal LLP

Silvia Coulter,Vice President, Client

Development and Growth Practice, Hildebrandt

FEATURED SPEAKERS

Burkey Belser,President and Creative Director, Greenfield/Belser Ltd. Doug Benson,Chief Operating Officer, Orrick, Herrington & Sutcliffe LLP Christopher Carter,Chief Marketing Officer, Shook Hardy & Bacon L.L.P. John Childers, Esq.,M.S. in Organizational Development, Hildebrandt Jim Cranston,Vice President, Client Development and Growth Practice, Hildebrandt

Ronna W. Cross, Esq.,Director of Client Initiatives, Patton Boggs LLP Beth M. Cuzzone,Director of Business Development and Six Sigma Green Belt, Goulston & Storrs

Lisa Damon,Managing Partner, Executive Committee Member, and Six Sigma Green Belt, Seyfarth Shaw LLP

Susan DiMickele,Partner, Squire, Sanders & Dempsey L.L.P. Paul Eyre,Marketing Partner, Baker and Hostetler LLP

Patrick Fuller, Esq.,Managing Account Director, Competitive Analytics, Hubbard One

Alan Fuqua,Chief Marketing Officer, Winstead PC

Claudia Gilman,Vice President and General Counsel International, Boston Scientific

Tea Hoffman, Esq.,Chief Business Development Officer, Baker, Donelson, Bearman, Caldwell & Berkowitz, PC

Simone Hughes,Chief Marketing Officer, Borden Ladner Gervais LLP Alvidas Jasin,Director of Business Development, Thompson Hine LLP Joe Kennan,Director of Communications, Husch Blackwell Sanders LLP Cynthia Kretz,General Counsel, Cook Group Incorporated

Carla Landry,Director, Law Firm Strategy and Structure Practice, Hildebrandt

Jennifer Manton,Chief Marketing Officer, Loeb & Loeb LLP

Joanne McElhenney,Director of Marketing and Business Development, Brown Rudnick LLP

Christopher Mirabile,President, Association of Corporate Counsel, Northeast Chapter

James Pagliaro,Client Development Partner, Morgan Lewis & Bockius LLP Gary Ropski,President, Brinks Hofer Gilson & Lione

Mike Roster,Steering Committee Chair, ACC Value Challenge Jeff Scalzi,Director of Marketing, Foley Hoag LLP

Andrew B. Serwin,Partner, Foley & Lardner LLP

Jacqueline A. Simmons,Marketing and Business Development Partner, Baker & Daniels

John Simpson,Managing Account Director, Hubbard One Doug Sorocco,Marketing Partner, Dunlap Codding, PC

Sue Stock Allison,Managing Director, The Brand Research Company Carolee Swallie,Chief Client Development Officer, Brinks Hofer Gilson & Lione

Peter Tassie,Senior Automotive Litigation Counsel, Ford Motor Company

Barry Toone,Partner, Bowman and Brooke LLP

PROGRAM LOCATION

THE BREAKERS PALM BEACH One South County Road

Palm Beach, Florida 33480-4023

FOR HOTEL RESERVATIONS, CALL 1.888.273.2537

GROUP DISCOUNT

Reserve guest rooms at the group rate at

https://resweb.passkey.com/go/WLEGL10 or1.888.273.2537. Be sure to reference“Marketing Partner Forum 2010”to receive the group rate of $380/night plus taxes, prior to November 26, 2009. Rooms are subject to availability. Please note the following policies on guest room reservations at The Breakers:

• One-night room deposit (excluding taxes) is required at time of reservation.

• If a reservation is cancelled within 14 days of arrival, the full deposit will be forfeited (non-refundable).

• If a reservation is reduced in length of stay within the cancellation period, a penalty fee applies.

REGISTRATION

The registration fee includes the conference, luncheons, receptions, and all course materials. Tax is not included. All payments must be received prior to the start of the conference.

CONFERENCE AND PRE-CONFERENCE REGISTRATION Conference & Half-Day Workshop 1

Understanding Economics and Profitability of Law Firms Code 40902645 $2,095

Conference & Half-Day Workshop 2

Strategic Account Management – SAM for Law Firms Code 40902646 $2,095

Conference & Half-Day Workshop 3

The CMO and Marketing Partner as Leaders – Leadership Training Session

Code 40902647 $2,095 Conference Only

Code 40902624 $1,995

PRE-CONFERENCE REGISTRATION ONLY Half-Day Workshop 1

Understanding Economics and Profitability of Law Firms Code 40902642 $495

Half-Day Workshop 2

Strategic Account Management – SAM for Law Firms Code 40902643 $495

Half-Day Workshop 3

The CMO and Marketing Partner as Leaders – Leadership Training Session

Code 40902644 $495

NON-LAW FIRM CONFERENCE REGISTRATION

Non-law firm and non-corporate law department. Registration includes conference, workshops, and all course materials. Code 40902648 $5,000

CANCELLATIONS AND CHANGES

No cancellations permitted less than two weeks prior to the start of the conference. Seminars are held subject to enrollment. Dates, venue, and program details are based on information available upon publication of the brochure, and may be subject to change. In the event of a conference cancellation, West LegalEdcenter will make a full refund of any registration fees paid but assumes no liability for non-refundable transportation costs, hotel accommodations, or additional costs incurred by registrants. Complimentary copies of West books may be provided at this event. Registering for this event authorizes West, a Thomson Reuters business, to automatically ship you updates of the title(s)

References

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