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The 32nd Annual Marketing Partner Forum

Jan 29 - 31, 2025

成人VR视频 Institute is proud to present The 32nd Annual Marketing Partner Forum in Sonoma, CA from January 29th to 31st, 2025. Join us for three days of rigorous education and professional networking at one of the nation鈥檚 most luxurious properties.

Conveniently situated an hour north of San Francisco International Airport (SFO), Fairmont Sonoma Mission Inn & Spa is the ideal backdrop to address law firm profitability and client development in a dynamic legal services market. Please join us as we celebrate a new year powered by our foremost thought leadership while featuring an international audience of esteemed professionals. Stay connected by registering below and following #MPF25 leading up to and during our premier event.

This event has sold out! Please email us to inquire about the waitlist.

Couldn鈥檛 attend our last program? Check out conference highlights below!

Event Details

Sonoma, CA

$2795 USD (Law Firm Attendees). Hotel rooms not included.

For questions about this event, please call 1-800-308-1700, ext. 1 or email us at TRIsales@thomsonreuters.com

Why You Should Attend

  • Marketing Partner Forum is designed for senior-most legal marketing and business development leaders across the profession
  • Our content reflects the experience and sophistication of our international audience in terms of rigor, ambition, and scope
  • Attendees can engage venerable thought leaders both within and outside the legal ecosystem through interactive sessions and lively presentations
  • Our program offers ample networking and stunning scenery nestled in the heart of California's wine country
  • Refresh & reflect at our various receptions and luncheons to depart with exciting ideas to share with colleagues and leaders

Who Should Attend

  • Chief Marketing Officers
  • Chief Strategy Officers
  • Chief Innovation Officers
  • Law firm managing partners
  • Executive committee members
  • Practice group leaders
  • Client service or relationship partners
  • Senior business development personnel

Faculty

Michelle Woodyear
Principal Consultant, Mount Insights
Kathryn Whitaker
Chief Marketing Officer, Burr Forman LLP
Mark Wasserman
Co-Chief Executive Officer, Eversheds Sutherland Limited
Joe Walsh
Professional Services Practice Leader, FINN Partners
Shade Vaughn
Chief Marketing & Business Development Officer, Akin Gump Strauss Hauer & Feld LLP
Sherry Vance Allen
Chief Marketing and Communications Officer, Butler Snow LLP
Taleah Rose Tyrell Akins
Associate, Latham & Watkins LLP
Burton Taylor
Chief Marketing Officer, Spencer Fane LLP
Don Sternfeld
Chief Innovation Officer, Steptoe LLP
John Sterling
Chief Strategy and Practice Development Officer, Chapman and Cutler LLP
Barry Solomon
VP, Client Value & Innovation, Litera
Julie Snow-Samanant
Chief Marketing Officer, Fredrikson & Byron P.A.
Lisa Simon
Chief Marketing and Business Development Officer, Holland & Hart LLP
Konstantin A. Shishkin
Chief Marketing and Communications Officer, Goodwin Procter
Nora Shearer
Chief Marketing and Business Development Officer, Seward & Kissel LLP
Jen Sander
Director, Enterprise Marketing & Events, 成人VR视频 Institute
Leyla Samiee
Chief Product Officer, Introhive
Ian Ribald
Chief Marketing and Business Development Officer, Ballard Spahr LLP
Rob Phillips
Chief Marketing and Business Development Officer, Vorys, Sater, Seymour and Pease LLP
Evan Parker, Ph.D.
Founder, Parker Analytics LLC
Zach Olsen
President, Infinite Global
Jennifer O'Donnell
Chief Marketing and Business Development Officer, Segal McCambridge Singer & Mahoney LLP
Oliviana Mingarelli
Global Head of Marketing and Business Development, Fasken Martineau DuMoulin LLP
Nicole Miles
Chief Clients & Markets Officer, Dentons Canada LLP
Bree Metherall
Chief Marketing and Business Development Officer, Stoel Rives LLP
Eugene McCormick
Senior Vice President, Passle
Jennifer Manton
Managing Director, Chief Marketing and Business Development Officer, Kramer Levin Naftalis & Frankel LLP
Shanin Lott
Consultant and Global Law Firm Practice Leader, Russell Reynolds Associates
Trish Lilley
Chief Marketing & Business Development Officer, Barnes & Thornburg LLP
Kristina Lawson
Managing Partner, Hanson Bridgett
Chris Landry
Chief Operating Officer and Co-Founder, SigParser
Monica Kuniyoshi
Chief Marketing Officer, Gunderson Dettmer Stough Villeneuve Franklin & Hachigian LLP
Aaron Kotok
Managing Director, AdvanceLaw LLC
Connor Kinnear
Chief Marketing and Business Development Officer, Passle
Despina Kartson
Chief Marketing Officer, BakerHostetler LLP
Jill Huse
Co-Founder and Chief Strategy Officer, Society 54
Chris Hinze
Chief Marketing and Business Development Officer, Steptoe LLP
Julie Henson
Chief Growth Officer, Decipher Investigative Intelligence
Becky Halat
Senior Manager, Client Services, 成人VR视频 Institute
Melanie Green
Chief Marketing and Business Development Officer, Fish & Richardson PC
Lindsay M. Gotwald
Chief Client Development and Marketing Officer, Faegre Drinker Biddle & Reath LLP
Kristen Gorts
Director of Client Development, Fenwick & West LLP
Alina Gorokhovsky
Chief Executive Officer, SCG Legal
Matthew Goffe
Chief Marketing Officer, Eckert Seamans Cherin & Mellott, LL
Jonathan Fitzgarrald
Managing Partner, Equinox Strategy Partners
Laura Fulton
Chief Business Development and Marketing Officer, Katten Muchin Rosenman LLP
Chris Fritsch
CRM Success Consultant and Founder, CLIENTSFirst Consulting
Betsy Donovan
Head of US Marketing & Business Development, Withersworldwide
Jen Dezso
Director, Client Relations, 成人VR视频 Institute
Brian Colucci
Chief Business Development and Marketing Officer, Kilpatrick Townsend, & Stockton LLP
Julie Cohen
Chief Marketing Officer, Cahill Gordon & Reindel LLP
Jim Cochran
Managing Partner, Cochran Client Development
Julie Chodos
Chief Marketing and Business Development Officer, Axinn, Veltrop & Harkrider LLP
Jason Castor
Chief Business Development Officer, Parsons Behle & Latimer LLP
JeanMarie Campbell
JeanMarie Campbell, Head of Client Development, North America CMO, Baker McKenzie
Cari Brunelle
Founding Partner, Baretz+Brunelle LLC
Toccarra Brooks
Chief Strategic Recruitment Officer, Eversheds Sutherland (US) LLP
Jon Brewer
Senior DealCloud Growth Director, Intapp
Marcie Borgal Shunk
President & Founder, The Tilt Institute
Julia Bennett
Chief Marketing and Business Development Officer, Davis Wright Tremaine LLP
Erin Baxendale
Chief Marketing Officer, Sidley Austin LLP
Rawia Ashraf
Product Lead, Tech Innovation, 成人VR视频
Alma Alsay
Chief Innovation and Value Officer, Crowell & Moring LLP
Maryam Abdul-Kareem
General Counsel and Chief Legal Officer, Arcellx, Inc.

More Information

Agenda

Venue

Sponsors

Downloads

Event agenda

(all times local)

Wednesday January 29, 2025

12:00pm - 1:00pm PST Welcome & Networking Luncheon

Please join us for lunch as we officially launch our program.

1:00pm - 2:00pm PST Conference Workshops (Breakout)

Attendees are invited to participate in workshops designed for law firm partners and senior business development executives.

At the Head of the Table: Exploring Practices and Traits of Leadership (Breakout)

As the power dynamics in the legal industry veer decidedly to talent, competitive advantage and continued growth lies in law firms鈥 ability to respond to changing needs and demands of its people. For leaders鈥揳nyone who has influence over another鈥搕he way we engage, motivate and reward our teams is paramount. Yet all too often, we approach leadership from natural default or instinct, rather than considering which style may be best suited to the situation. Join us for an introduction to understanding leadership styles and how they can help enhance our impact and advance us on our leadership journey.

 

Facilitator:

Marcie Borgal Shunk, President and Founder, The Tilt Institute

A Toast to New Traditions: Implementing Effective Client Listening Programs (Breakout)

Attorneys who pride themselves in deepened client engagement note that client listening programs provide them with insight into the minds of their clients that they might not otherwise have an opportunity to engage. Clients also speak to their benefit, noting that asking for their feedback makes them feel valued by their firm. In many cases, this feeling of value translates to a higher spend with that firm and recommendations to other potential future clients. Yet, according to a recent study, less than 30% of clients noted that they鈥檝e been asked for feedback. With clear room for that number to grow and the many benefits to firms, attorneys and clients alike, how can firms move forward on the road of creating a client listening program? What are the costs and key components of implementing such a program? Join us in a discussion about the elements of solid client listening programs and best practices and lessons learned by other firms who鈥檝e undergone this process.

 

Moderator:

Melanie Green, Chief Marketing and Business Development Officer, Fish & Richardson PC

 

Panelists:

Kristen Gorts, Director of Client Development, Fenwick & West LLP

Nicole Miles, Chief Clients & Markets Officer, Dentons Canada LLP

Lisa Simon, Chief Marketing and Business Development Officer, Holland & Hart LLP

Vines in the Vineyard: Exploring the Power of AI in a Social Media-Aligned World (Breakout)

In 1994, a jest named 鈥淭he Six Degrees of Kevin Bacon鈥 became a game about the power of networks. Though the game was played ahead of widespread use of the worldwide web, it made clear that connections to almost anyone were within reach. Now, with the power of the internet and social media, the game, as well as the greater lessons around networking, are more easily obtained. Though almost every firm has a website and social media presence, they might not be utilizing them to their maximum capacity. With this, how should firms be coupling their use of AI tools with their online presence to expand their networks and gain access to hard-to-reach clients? Join us in an important lesson on how to expand and deepen networking and social media opportunities via AI for law firms.

 

Facilitators:

Jonathan Fitzgarrald, Managing Partner, Equinox Strategy Partners

Jill Huse, Co-Founder and Chief Strategy Officer, Society 54

2:00pm - 2:15pm PST Break
2:15pm - 3:15pm PST Breakout Discussions (Breakout)

Please join us for three lively discussions on hot topics in the legal profession.

Seeds of a Bountiful Harvest: Exploring Value within the Legal Industry (Breakout)

Effectively communicating a firm鈥檚 value is both an art and a science, especially amid rising costs and market pressures. As law firm leaders navigate the delicate balance between client expectations and the firm鈥檚 pricing strategies, understanding the ripple effects of these decisions is critical鈥攏ot just for individual clients, but for the broader legal market. This discussion will delve into the short- and long-term impacts of value-based strategies on legal service consumers. Are current clients more willing to embrace price increases, or should firms focus on acquiring new clients鈥攁n uncertain path in its own right? How can firms and marketing teams convey their value without compromising client trust? Join us to explore these pressing questions and uncover insights into consumer psychology, value perception, and strategies for success in a competitive legal landscape.

 

Moderator:

Nora Shearer, Chief Marketing and Business Development Officer, Seward & Kissel LLP

 

Panelists:

Julie Henson, Chief Growth Officer, Decipher Investigative Intelligence

Joe Walsh, Professional Services Practice Leader, FINN Partners

Campfire Stories: Analyzing Law Firm Sales Pitch Strategies (Breakout)

The law firm sales pitch is an integral part of dealmaking, so much so that some lawyers may rarely alter their pitch styles, even if they may produce limited success. In a time where the introduction of AI opens an opportunity for firms to stand out as market leaders, lawyers need to make sure they can clinch the deal with a proper pitch. How can lawyers ensure that they are coming off as savvy while maintaining personability and intellect? Join us as we pick apart the pitch, honing in on what not to do鈥攁nd how to, instead, experience success by focusing on strategies for managing the meaning, refining client-centricity, and differentiating the firm.

 

Moderator:

Aaron Kotok, Executive Director, Legal Industry Solutions, Mitratech

 

Panelists:

Jennifer O鈥橠onnell, Chief Marketing and Business Development Officer,听Segal McCambridge Singer & Mahoney LLP

Cari Brunelle, Founding Partner, Baretz+Brunelle LLC

Julie Snow-Samanant, Chief Marketing Officer, Fredrikson & Byron P.A.

Skilled Artisans: Ensuring Cross-Team Communication and Accountability between Lawyers and Marketing Teams (Breakout)

The adage 鈥渃ommunication is key鈥 has no exception when it comes to the workplace; though, perhaps it should reflect upon cross-team-communication as being paramount. In order to be a part of a successful firm, lawyers and their marketing teams must establish strong lines of communication and collaboration, so marketers understand the objective of the lawyers, and lawyers are able to benefit from the marketer鈥檚 expertise. Yet, these teams don鈥檛 always work in tandem. On the part of marketing leadership, how can they encourage lawyers to be accountable for their reflection on the firm, fulfilling the branding efforts they鈥檝e undertaken? Further, how can they subtly integrate cross-team-communication, even if the receiving side is hesitant to connect? Join us we discuss how firm leaders can help address the more nuanced issues around accountability and communication between marketing department and lawyers.

 

Moderator:

Julie Chodos, Chief Marketing and Business Development Officer, Axinn, Veltrop & Harkrider LLP

 

Panelists:

Lindsay M. Gotwald, Chief Client Development and Marketing Officer, Faegre Drinker Biddle & Reath听LLP

Rob Phillips, Chief Marketing and Business Development Officer, Vorys, Sater, Seymour and Pease LLP

Barry Solomon, VP, Client Value & Innovation, Litera

3:45pm - 6:30pm PST Activities: Sample, Savor, or Sip

Join us for an afternoon during one of the following activities:

  • Embrace your inner cheesemaker with Sheana Davis, a renowned Sonoma Valley cheesemaker, in this hands-on workshop. Sample a few local cheeses before creating your own warm ricotta, to be served to the group at the Opening Reception.
  • Discover the rich flavors of Sonoma鈥檚 historic olive oil and wine at BR Cohn Winery. Set in a picturesque location with panoramic vineyard views, this winery offers a one-of-a-kind tasting experience that pairs its renowned wines with its artisanal olive oils.
  • Experience the beauty of Benziger Family Winery, a renowned biodynamic estate nestled in the hills of Sonoma Valley. Learn about the winery’s sustainable practices on a guided tram tour followed by a private wine tasting in the iconic Benziger Family Winery Barn, all while taking in the stunning surroundings.

*Availability is first-come, first-served.

7:00pm - 8:30pm PST Opening Reception

Please join us for cocktails and canap茅s as we reflect upon the day鈥檚 discussions. Significant others are welcome.

Thursday January 30, 2025

8:30am - 9:20am PST Networking Breakfast

Please join peers and industry colleagues for a networking breakfast.

9:20am - 9:30am PST Welcome & Opening Remarks

Jen Sander, Director, Enterprise Marketing, Events & Operations, 成人VR视频

9:30am - 10:30am PST A Veritable Cornucopia: The State of the Legal Market

Among its many compelling qualities, the legal market is resilient. In an environment currently challenged by international conflict and a domestic political tug-o-war, law firms have shown strong acumen in adjusting their financial footing to balance themselves on the shifting sands of legal service demand. Though it remains strong, the industry is not without its tests, some of which seem to be both alleviated and complicated by the deepening grasp of generative AI. Within the selection of issues firms continue to grapple with, (i.e. staffing, rising expenses, declining realization, etc.), where should marketing and business development teams be focusing their efforts? This discussion offers a comprehensive exploration of issues pertinent to the current and future state of the legal industry towards a determination of how legal marketing professionals and their firms can best navigate changes in the market.

 

Moderator:

Jen Dezso, Director, Client Relations, 成人VR视频 Institute

Panelists:

Maryam Abdul-Kareem, General Counsel and Chief Legal Officer, Arcellx

Julia Bennett, Chief Marketing & Business Development Officer, Davis Wright Tremaine LLP

Kristina Lawson, Managing Partner, Hanson Bridgett LLP

Mark Wasserman, Co-Chief Executive Officer, Eversheds Sutherland (US) LLP

10:30am - 11:00am PST Break
11:00am - 12:15pm PST Cream of the Crop: Executive Talent, Retention, and the Total Compensation Package

There is little doubt that the competition for top talent in the legal industry is fierce, to say the least. Firms with large resources to attract executive and advanced talent have fewer issues in recruitment, but how do firms without these same fiscal resources compete? As lawyers evaluate a total compensation package, how do elements like titles and company reputation come into play? Moreover, how can CMOs use their standing to market a firm to potential employees and attract the very best talent? Does engaging in overarching investments such as thought leadership or brand identity truly attract more talent, even if offered a less competitive salary? While 颈迟鈥檚 important to recruit top talent with a competitive compensation package, 迟丑别谤别鈥檚 always the possibility of being outbid. Join us to explore how firms can further promote lawyer retention in a culture where individuals are constantly chasing the next opportunity.

 

Moderator:

Jen Sander, Director, Enterprise Marketing & Events, 成人VR视频 Institute

 

Panelists:

Toccarra Brooks, Chief Strategic Recruitment Officer, Eversheds Sutherland (US) LLP

Shanin Lott, Consultant and Global Law Firm Practice Leader, Russell Reynolds Associates

Kathryn Whitaker, Chief Marketing Officer, Burr & Forman LLP

12:15pm - 1:30pm PST Networking Luncheon

Please join peers and industry colleagues during our networking luncheon.

1:30pm - 2:30pm PST Breakout Discussions (Breakout)

Please join us for three simultaneous discussions dedicated to law firm business development and firmwide management.

Around the Hearth: Strategies for Reputational Management (Breakout)

In the current business landscape, episodes such as cyber breaches are becoming common place. With the reach of social media into every facet of daily life, such incidents are rarely unnoticed. Whether a firm is grappling with a breach, the move of a rainmaker or a public mishap of someone, or something, associated with the firm, the marketing department is on the front line. Given this, what next steps should a firm鈥檚 marketing department take when it comes to an issue or crisis that has the potential to bring further damage to the firm? What actions should marketing prioritize to ensure the recovery of firm confidence and credibility with customers and the greater public? Are there actions that might cause more harm than good? This session will offer an opportunity to identify strategies to mitigate and rebound from incidents that have the potential to cause reputable hardship for law firms.

 

Moderator:

Zach Olsen, President, Infinite Global

 

Panelists:

JeanMarie Campbell, Head of Client Development, North America CMO, Baker McKenzie

Chris Hinze, Chief Marketing and Business Development Officer, Steptoe LLP

Konstantin Shishkin, Chief Marketing and Communications Officer, Goodwin Procter LLP

To Give and Receive: Revisiting Referral Strategies (Breakout)

Referrals aren鈥檛 just an opportunity to obtain new clients but stand as a testament to the firm鈥檚 expertise. With it being such a cornerstone of business development, continuous innovation in this arena with an eye towards creating sustained growth and client acquisition are paramount. But where do firms concentrate their efforts in this arena? How do firms anticipate which clients are most likely to provide referrals and would the value of incentivizing that feedback outweigh the cost? How might activities such as building relationships with other professional service firms boost referral numbers? To manage the data around this process, how should firms be evaluating their use of technologies to streamline referral tracking, KPIs and management of the strategy? As law firm goals change, how often should the strategic framework of a firm鈥檚 referral strategy be revisited to ensure the two are aligned? Join us for a thorough discussion of referral strategies.

 

Moderator:

Alina Gorokhovsky, Chief Executive Officer, SGC Legal

Panelists:

Sherry Vance Allen, Chief Marketing and Communications Officer, Butler Snow LLP

Jason Castor, Chief Business Development Officer, Parsons Behle & Latimer
John Sterling, Chief Strategy and Practice Development Officer, Chapman and Cutler LLP

From Nectar to Honey: Pursuing New Strategies in Business Development (Breakout)

Amid rising client expectations, law firms, traditionally focused on rate increases for growth, are looking for new strategies that align business development activities with measurable revenue outcomes. Yet as evolving technologies begin to level the field of competition within the legal sector, how can firms demonstrate a competitive advantage to clients looking for the best outcome for their spend? How do law firm business development leaders motivate their teams to adopt technical innovations and data-driven enhancements for the good of the firm and their clients?听Join us in a session that explores how firms can position themselves to be forward-thinking in their business development strategies within a market that now sits on the edge of evolutionary change.

 

Moderator:

Chris Landry, Co-Founder, SigParser

 

Panelists:

Brian Colucci, Chief Business Development and Marketing Officer, Kilpatrick Townsend & Stockton LLP

Oliviana Mingarelli, Global Head of Marketing and Business Development, Fasken Martineau DuMoulin LLP

Michelle Woodyear, Principal Consultant, Mount Insights

2:30pm - 2:45pm PST Break
2:45pm - 3:45pm PST Conference Keynote
3:45pm - 4:15pm PST Break
4:15pm - 5:30pm PST Breakout Discussions (Breakout)

Join us for two concurrent discussions dedicated to law firm business development and firmwide management.

Created by Hand: Exploring AI鈥檚 Role in Law Firm Thought Leadership (Breakout)

The continued development of Generative AI offers exciting opportunities for law firm marketing teams. With it, marketing professionals have a powerful new tool that will both speed and deepen engagement with law firm clientele. Furnished with critical research into what insights General Counsel value most, this session explores several case studies of firms using AI to reshape their approach to thought leadership. Join our expert faculty to examine the transformative power AI can bring to the process of reaching clients at scale, providing best practices examples on achieving firm buy in around using AI for content development.

 

Moderator:

Eugene McCormick, Senior Vice President, Passle

 

Panelists:

Alma Asay, Chief Innovation and Value Officer, Crowell & Moring LLP

Julie Cohen, Chief Marketing Officer, Cahill Gordon & Reindel LLP

Laura Fulton, Chief Business Development and Marketing Officer, Katten Muchin Rosenman LLP

The Gathering Place: Leveraging Advanced Organizational Techniques to Foster High Performance Teams (Breakout)

Client expectations and behavior continue to evolve at a rapid pace, shaped by advancing technology, shifting economic conditions, and a growing emphasis on personalized and meaningful interactions at every touch point. Law firms face the imperative to adapt their client service models to stay competitive and relevant. Join us to discuss how CMOs are exploring the evolution of client teams and the critical roles that human capital and the client journey play in shaping effective legal services.

 

Moderator:

Evan Parker, Founder, Parker Analytics LLC

 

Panelists:

Erin Baxendale, Chief Marketing Officer, Sidley Austin LLP

Jim Cochran, Managing Partner, Cochran Client Development

Ian Ribald, Chief Marketing and Business Development Officer, Ballard Spahr LLP

6:00pm - 8:00pm PST The Grand Reception

Please join us for cocktails and canap茅s. Significant others are welcome.

Friday January 31, 2025

8:30am - 9:30am PST Networking Breakfast

Please join peers and industry colleagues for a networking breakfast.

9:30am - 10:30am PST Breakout Discussions (Breakout)

Please join us for two simultaneous discussions dedicated to hot topics in law firm business development and firmwide management.

Woven Together: The Intersection of AI and Client Relationship Management (Breakout)

As client bases expand, marketers are faced with the Sisyphean task of managing existing clients and new leads on their own. While Client Relationship Management software facilitates organization, much of the effort still falls on the lawyers. Many marketers are turning to CRM automation and AI-assisted operation, reserving valuable time and energy. However, utilizing AI for CRM can create one-sided relationships, either wherein the client engages and the AI reciprocates, or wherein the AI repeatedly engages on behalf of the firm without response. Where is the balance between automation and personal flair? The session will focus on how firms can smartly keep up with market trends of AI automation while still establishing meaningful and built-to-last client relationships.

 

Moderator:

Chris Fritch, CRM Success Consultant and Founder, CLIENTSFirst

 

Panelists:

Rawia Ashraf, Vice President, Product Management, 成人VR视频

Jon Brewer, Senior DealCloud Growth Director, Intapp

Don Sternfeld, Chief Innovation Officer, Steptoe LLP

The Farmhand: Data Analysts and Market Insights Specialists (Breakout)

In the age of clicks, taps, and views, data is its own form of information capital, revealing empirical market trends with speed and precision. Yet, masterfully interpreting and translating data requires a specific level of skill鈥攐f which data analysts are the masters. Does the modern law firm marketing team contain a handful of data analysts? Or should law firms outsource market insights specialists who have access to data from multiple firms? What is the most effective means of obtaining, translating, and actioning market and firm data? Join us as we talk data analysis both internally and externally.

 

Moderator:

Leyla Samiee, Chief Product Officer, Introhive

 

Panelists:

Monica Kuniyoshi, Chief Marketing Officer, Gunderson Dettmer Stough Villeneuve Franklin & Hachigian, LLP

Trish Lilley, Chief Marketing and Business Development Officer, Barnes & Thornburg LLP

Shade Vaughn, Chief Marketing and Business Development Officer, Akin Gump Strauss Hauer & Feld LLP

10:30am - 11:00am PST Break
11:00am - 12:00pm PST Breakout Discussions (Breakout)

Please join us for two simultaneous discussions dedicated to hot topics in law firm business development and firmwide management.

Sunlight in the Valley: The Importance of Reorganization and Change Management (Breakout)

Dogma is the enemy of the modern law firm鈥攐nce sharp business decisions always have the potential to dull. The strongest of teams are those able to read the firm鈥檚 needs and adjust. Yet too much mobility makes for confusion and a lack of efficiency. How can firms keep up with the developmental need to change and reorganize without becoming too disruptive? For firms undergoing major reorganizations, how can teams restructure in a manner that activates change but continues productivity? Join us as we discuss key considerations in making major shifts to work inside the firm.

 

Moderator:

Despina Kartson, Chief Marketing Officer, BakerHostetler LLP

 

Panelists:

Betsy Donovan, Head of Global Private Client & US Business Development & Marketing, Withersworldwide

Jennifer Manton, Managing Director, Chief Marketing/Business Development Officer, Kramer Levin Naftalis & Frankel LLP

Burton Taylor, Chief Marketing Officer, Spencer Fane LLP

A Place at the Table: Exploring Intergenerational Dynamics in Legal Marketing (Breakout)

Currently, the Silent Generation, Baby Boomers, Gen X, Millennials, and Gen Z are participating members of the workforce, totaling five generations. Each generation varies in their working styles, firm expectations, approaches to technology, and more. Outside the firm, lawyers are tasked with marketing to five generations of clients simultaneously. How can law firms appropriately navigate this, capitalizing on each generation鈥檚 strengths and positions in the workforce? Should law firm marketers take different approaches to marketing for several generations? If so, which pathways bear the most fruit? Join us as we explore a multigenerational breadth of client communication and attention.

 

Moderator:

Becky Halat, Senior Manager, Client Services, 成人VR视频 Institute

 

Panelists:

Matthew Goffe,听Chief Marketing Officer,Eckert Seamans Cherin & Mellott, LLC

Bree Metherall, Chief Marketing and Business Development Officer, Stoel Rives LLP

Taleah Rose Tyrell Akins, Associate, Latham & Watkins LLP

12:00pm PST Bloody Mary Brunch

Please join us for cocktails as we conclude this year鈥檚 program. Significant others are welcome.

Fairmont Sonoma Mission Inn & Spa

100 Boyes Blvd
Sonoma, CA 95476

Our room block has closed. Please reach out to our staff if you need further assistance.

 

TRAVEL & DIRECTIONS:

The Fairmont Sonoma Mission Inn & Spa is located 30 minutes from Sonoma County Airport. Please refer to official driving instructions for more details.

Nearby Airports:

  • Sonoma County Airport (STS): 27 miles
  • San Francisco International Airport (SFO): 58 miles
  • Oakland International Airport (OAK): 59 miles
  • Sacramento International Airport (SMF): 74 miles

We look forward to seeing you in Sonoma this January!

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