AGENDA

Thursday, November 7, 2024 

8:00AM – 8:45AM CENTRAL TIME

Registration / Breakfast 

8:45AM CENTRAL TIME

Welcome & Opening Remarks:

Conference Chairperson 

Paul Giedraitis / CEO / Orgaimi 

9:00AM – 9:30AM CENTRAL TIME / KEYNOTE

The Evolving Talent Equation in the Data-Driven Law Firm 

What skillsets are we missing? How are law firms identifying talent gaps and blind spots and ultimately finding the right talent to meet evolving needs that will drive the next wave of law firm growth—reshaping how we think about new business generation, relationship intelligence, competitive analysis, and client experience?

This keynote session will be led by the CEO and Founder of KHS People, Kate Harry Shipham—who is in the talent business and works with law firms to place their senior marketing and business development professionals, fueling innovation on the business side of law. Kate will share insights from the C-suite conversations that she is having daily, as it specifically relates to the changing skillsets that law firms must possess in order to make necessary data-driven decisions and investments that support client engagement efforts. Using both anecdotal evidence and data from her own research, Kate will discuss how (and why) the foundation for making data-driven client engagement decisions starts with having the right people and skillsets in place.

Kate Harry Shipham / Founder & CEO / KHS People LLC

9:30AM – 10:10AM CENTRAL TIME / PANEL DISCUSSION

Enabling Firm Strategy through Client Intelligence:

How Top Firms are Using AI Capabilities to Accelerate Growth 

• How are top firms today leveraging client intelligence programs to achieve their near-term innovation goals and longer-term strategic objectives? 
• Learn how Faegre Drinker is embracing digital transformation and AI-powered client intelligence as a cornerstone of firm strategy - and how data-driven innovation is accelerating the firm’s growth engine. 
• Reimagining its approach to growth strategy. 

Lindsay Gotwald / Chief Client Development & Marketing Officer / Faegre Drinker Biddle & Reath LLP 

Mary Gallagher / Senior Director of Data Intelligence & Analytics / Faegre Drinker Biddle & Reath LLP 

Shawn M. Swearingen / Chief Innovation Officer / Faegre Drinker Biddle & Reath LLP

Paul Giedraitis / CEO / Orgaimi 

10:10AM – 10:30AM

Networking Break

10:30AM – 11:10AM CENTRAL TIME / PANEL DISCUSSION

Building a Cohesive Data Strategy for Client Insights:

Addressing Data Centralization and Integration Challenges 

• Challenges and solutions for integrating disparate data sources: How and why all internal firm data should feed into curated systems, intranets, dashboards and API feeds. 
• What sort of questions can law firms begin to answer about their clients when using multiple data sources, including finance, marketing, experience, CRM, etc.? 
• Connecting data (and AI) to the business case: What questions do firms wish that they could answer and address relative to their clients—and how can a cohesive data strategy enable firms to surface this sort of intelligence? 

Tom Baldwin / Founder & CEO / Entegrata  

Othiel T. Glover / Global Data Innovation Manager / Mayer Brown LLP 

Kate Cain / Chief Knowledge and Innovation Officer / Sheppard Mullin

11:10AM – 11:50AM CENTRAL TIME / PANEL DISCUSSION

Exploring the Intersection of KM and Marketing:

Putting the Client Journey into Context 

• Explore the dynamic intersection of Business Development and Knowledge Management within law firms and its potential to revolutionize client experiences. 
• Explore how integrating these two vital areas can enhance client relations, streamline legal processes, and drive firm growth. 
• Consider the early days of this intersection (and collision of functions) and the immediate hurdles that must be addressed, which includes leveraging client journey challenges to make the business case for new roles and headcount.
• Experts will discuss best practices, innovative strategies, and real-world examples, illustrating how effective collaboration and knowledge sharing can lead to superior service delivery and client satisfaction. 

Rachel Shields Williams / Director, Knowledge Management Enablement & Insights / Sidley Austin LLP  

Erin Baxendale / Chief Marketing Officer / Sidley Austin LLP  

Kate Cain / Chief Knowledge and Innovation Officer / Sheppard Mullin

Christie Cáceres / Chief Business Development and Marketing Officer / Sheppard Mullin

12:00PM – 1:00PM CENTRAL TIME

Networking Lunch

1:00PM – 1:40PM CENTRAL TIME / PANEL DISCUSSION

Cross-Selling/Cross-Serving:

How Law Firms Are Using Data to Surface Client “Cross-Serving” Opportunities   

• How does cross-selling happen at your firm – and why is this so complicated? 
• How can firms use data and client intelligence to identify cross-selling opportunities?
• Discuss tools and technologies can support cross-selling efforts, such as CRM systems, AI, and analytics platforms and how to integrate these tools into everyday practice to make cross-serving more seamless.
• Explore techniques for ensuring that cross-selling enhances the client relationship rather than feeling intrusive or sales-driven.   

Jeffrey Berardi / Principal / Berardi Consulting (former Chief Business Development & Marketing Officer at Arnold & Porter)

Joe Green / Chief Innovation Officer / Gunderson Dettmer

Paul Giedraitis / CEO / Orgaimi

1:40PM – 2:20PM CENTRAL TIME / PANEL DISCUSSION

What Do We Do About CRM? Exploring the Future of CRM, Contrasted with How CRMs Are Currently Being Used Within Law Firms 

• Law firms have long needed a legal-focused CRM to manage their client relationships and communications. But to what extent have firms successfully implemented a platform as such?  Is a hybrid approach to CRM adequate, leveraging a patchwork of various platforms? 
• Where have firms historically fallen short with regard to CRM?  Can firms stretch CRM into an Intelligence platform? 
• What role will AI play in the future of Client Development? Understand the impact of AI on CRM and how it can enhance client relationships. 

Emily Rushing / Director of Data Strategy / Holland & Knight

BJ McCreary / Principal Solution Engineer / Salesforce

Michael Crawford / Managing Principal / HIKE2

2:20PM – 2:45PM CENTRAL TIME

Networking Break

2:45PM – 3:25PM CENTRAL TIME / CASE STUDY

Client Experience Anchored by Client Intelligence Data:

Operationalizing Data for Strategic (and Client) Benefit 

Learn how McDermott Will & Emery’s award-winning Business Development team:

• Implements advanced data integration techniques to consolidate diverse data sources, enabling comprehensive analysis and actionable insights.
• Utilizes data-driven strategies to enhance business operations, optimize resource allocation, and drive informed decision-making for long-term success.
• Develops tailored data solutions that address specific client needs, improving service delivery, customer satisfaction, and overall client engagement.

Chris Newman / Senior Director, Business Development & Client Solutions / McDermott Will & Emery LLP

Liz Gooch / Chief Marketing & Business Development Officer / McDermott Will & Emery LLP

Victor Ponce / Associate Director of Business Intelligence / McDermott Will & Emery LLP

3:25PM – 4:05PM CENTRAL TIME / PANEL DISCUSSION

Integrating Marketing Technology with Firm Intelligence

• Explore the role of data and analytics in shaping today’s marketing strategies, as well as the impact of AI and automation on marketing operations.
• How are firms aligning marketing technology with broader firm intelligence goals and what are some of the benefits and challenges in combining CRM, BI tools, and marketing automation?
• Explore how successful integration of marketing technologies into firm intelligence strategies supports downstream applications related to digital analytics, client opportunities, and cross-selling analyses that empower firm strategic objectives.
• How are firms effectively communicating tactical and strategic insights to their attorneys and clients through automated reporting and data visualization?

Amy Wisinski / Director of Marketing Technology & Operations / Winston & Strawn LLP

Madison Henry / Senior Business Intelligence & Analytics Manager / Troutman Pepper

Jason Kennedy / Intelligence Solutions Manager / Holland & Knight

Sean Monahan / Senior Director / Harbor Global, LLC

4:05PM – 4:45PM CENTRAL TIME

Firm Differentiation and the Voice of the Client:

Leveraging Client Feedback for Strategic Impact

• How are law firms interpreting and understanding client expectations in today’s marketplace? What drives loyalty and buying behavior?
• Enhancing the Client Experience: Learn how firms are using client data and insights to differentiate and add value (and ascertain exactly what "adding value" means from the client perspective).
• Leveraging feedback to better understand client’s needs and how client feedback provides competitive advantage at both a macro and micro level.
• Shaping Strategy: How client feedback informs firm strategy and contributes to cultural change. Explore the creation of the Troutman Pepper Plus CX program, and how the program has impacted other depts, lateral integration, etc.

Michelle Lang / Director of Client Service / McDermott Will & Emery LLP

Patricia Ellard / Director of Client Experience Analytics & Service Design / Troutman Pepper 

Caitlin White / Director / Wicker Park Group

4:45PM – 5:00PM CENTRAL TIME

Closing Remarks:

Conference Chairperson

Paul Giedraitis / CEO / Orgaimi

5:00PM – 6:00PM CENTRAL TIME

Networking Reception   

TEAM RATES

Law Firm Client Intelligence is designed with team attendance and cross functional teams in mind. 

Who should attend:

• Managing Partners
• Practice Group Leaders
• Chief Client Officers (CCO)
• Client Relationship Managers
• Business Development Professionals
• Legal Marketing and BD Leaders
• Chief Strategy Officers (CSO)
• Legal Operations Managers
• Analytics and Business Intelligence Professionals
• Client Service Leaders
• Legal Technologists
• IT Directors in Law Firms
• Knowledge Management Professionals
• Chief Operating Officers (COO)
• Chief Financial Officers (CFO)
• Talent and Performance Managers in Law Firms
• Anyone working in Data Strategy and Enablement

Additional team rates are available on request.

Please contact us for more information.