Agenda at a Glance

Wednesday, April 2, 2014 – Pre-Conference Programs & Workshops
8:00 a.m. Registration Opens 8:45 a.m.-5:00 p.m Ink, Twitter and Smoke and Mirrors - Core Communication Practices for the Legal Industry
8:00 a.m. Breakfast for Pre-Conference Attendees 2:00-5:00 p.m. Practical P3 (Pricing, Practice Innovation and Project Management) Workshop
8:45 a.m.-5:00 p.m. QuickStart – Legal Marketing Core Competencies 3:00-5:00 p.m. Creative Problem Solving for Legal Marketers Workshop
8:45 a.m.-5:00 p.m. A Recipe for SMORs – Smart Marketing on (Limited) Resources 5:00-5:30 p.m. First Timers’ Reception
8:45 a.m.-5:00 p.m. CMO Summit 5:30-6:30 p.m. Welcome Reception in the Exhibit Hall
Thursday, April 3, 2014 – Conference Day One
7:45 a.m. Registration Opens 8:45 a.m. Kickoff Speaker
7:45 a.m. Breakfast in the Exhibit Hall   THE DIFFERENCE – Lessons in Leadership, Change and Driving Innovation

Kat Cole
Cinnabon, Inc.
General Session    

8:30 a.m.

Betsi Roach

Executive Director
Legal Marketing Association

Opening Remarks

Conference Co-Chairs
John Byrne
Chief Marketing Officer
Drinker Biddle & Reath LLP
José Cunningham
Chief Marketing & Business Development Officer
Crowell & Moring LLP
10:00 a.m. Keeping Pace: How LMA Stays Relevant in an Ever-Evolving Legal Marketplace

2014 President, Legal Marketing Association
Tim Corcoran
Corcoran Consulting Group

10:15 a.m. Networking and Refreshment Break in the Exhibit Hall
11:00 a.m.-12:00 p.m. Concurrent Breakout Sessions
Track One:
Creating the Perfect Law Firm Experience
- From the Client’s Perspective
Track Two:
Playing The Relationship Game in Today’s Connected World
Track Three:
Social Media Master Class: From Adhocracy to Strategy
Track Four:
Niche Practices and Why They Work
Tracey Bracco
Assistant General Counsel Fund
CNL Financial Group

David Freeman
CEO Officer
David Freeman
Consulting Group
Nyea Sturman
Assistant Director of Legal Services
Orlando Magic
Kalev Peekna
Managing Director of Strategy
One North Interactive
John Simpson
One North Interactive
Randall Craig
108 ideaspace
Kevin McMurdo
McMurdo Consulting
12:00-1:15 p.m. Networking Lunch
1:15 - 2:15 p.m. Concurrent Breakout Sessions
Track One:
Big Data for Legal Marketers - Doing the Right Things and Doing Things Right for Bigger ROI
Track Two:
Generational Marketing: Strategies and Tactics for Engaging Different Generations
Track Three:
Relevant, Essential and Cool …
Surprising Ways to Describe CRM at Today’s Progressive Firms
Track Four:
Expanding your Strategic Driver
Practices: How Two Firms Nailed Strategy,
Differentiation, Online Marketing, and Cross-Selling
Rob Alston
Sales Director, Dockets and Business Development
Thomson Reuters
Alina Gorokkhovsky
RCT Partners
Kristan Morrell
Chief Operating Officer
Dickstein Shapiro
Steven Bell
Chief Client Development Officer
Womble Carlyle Sandridge & Rice, PLLC

Catherine Alman MacDonagh
Legal Lean Sigma Institute

Jonathan Fitzgarrald
Chief Marketing Officer
Greenberg Glusker Fields Claman & Machtinger LLP

Heather Morse
Director of Marketing
Barger & Wolen LLP

Darryl Cross
Vice President, Client Profitability and Performance Development

Kris Filan
Manager KM Solutions Support
Ropes & Gray LLP

Pat Purdy
Marketing Technology Manager
Pillsbury Winthrop Shaw Pittman LLP

Iris Jones
Chief Business Development and Marketing Officer
Dykema Gossett LLC

Ross Fishman
Fishman Marketing, Inc.
2:30-3:30 p.m. Concurrent Breakout Sessions
Track One:
Winning Business in the “New Normal”
- Connecting the Dots between Pricing, Legal
Project Management, Marketing and Practice
Development to Win Profitable New Business
Track Two:
When Firm Culture Gets in the Way
of Firm Success: How to Overcome Stumbling
Blocks on the Path to Progress
Track Three:
The Road Ahead: Using Competitive Intelligence to Drive Business Development
Track Four:
How the Mighty Rise and Relationship Value Capital
John Ferko
Director of Strategic Pricing and Practice Management
Miles & Stockbridge LLP

Steven Manton
Strategic Pricing Leader
Strategic Pricing Leader
Debevoise & Plimpton LLP

Peter Secor
Director of Strategic Pricing and Practice Management
Pepper Hamilton LLP

David Woods
Director of Client Services
Kelley Drye & Warren LLP

Joe Calve
Chief Marketing Officer
Morrison & Foerster
Liz Cerasuolo
Director of Communications
Fish & Richardson

Maureen Flanagan
Director of Business Development and Marketing
Day Pitney

Jay Wager
Director, Business Development Edwards Wildman Palmer

David Ackert
The Ackert Advisory

Chris Fritsch
Business Development Technology Consultant
CLIENTSFirst Consulting LLC

Jasmine Trillos-Decarie
Director of Marketing & Business Development
Foley Hoag LLP

Ramona Whitley
Director of Client Services
Allen Matkins

Jason A. Bovis
Chief Marketing Officer
Akerman LLP

Andrea E. Crews
Director of Marketing & Business Development
Levenfeld Pearlstein, LLC

Deb Knupp
Akina Corporation

3:30-4:15 p.m. Networking and Refreshment Break in the Exhibit Hall
4:15-5:15 p.m. Concurrent Breakout Sessions
Track One:
Adapting Strategic Planning
Frameworks to a “Just Right” Formula for You and Your Firm
Track Two:
Optimizing and Calculating the
ROI of Coaching
Track Three:
Clientelligence: The Cold, Hard Facts on What Your Clients Really Want from Your Firm
Track Four:
LinkedIn … or Left Out?
An Opportunity Too Big for Smart Firms to Ignore
Patrick Fuller
Director, Corporate Segment
TyMetrix Legal Analytics

Kelly Harbour
Manager, Client Relationship Management
Bingham McCutchen LLP

Jim Jarrell
Business Development Manager
Barnes & Thornburg LLP

Sylvia F. James
Diversity Counsel
Baker Botts

Karen Kahn
Managing Partner
Threshold Advisors, LLC

Michelle Wimes
Director of Professional Development & Inclusion
Ogletree Deakins

Michael B. Rynowecer
Founder and CEO
The BTI Consulting Group, Inc.


John Corey

Patrick Baynes
PeopleLinx and early LinkedIn employee

Lindsay Gotwald
Marketing & Business Development Manager
Faegre Baker Daniels, LLP

Megan McKeon
Senior Marketing Manager
Katten Muchin Rosenman LLP

Michelle Woodyear
Business Development Technology Manager
Orrick, Herrington & Sutcliffe

Thursday, 5:15-6:30 p.m. Social Media SIG meeting at Beech


Friday, April 4, 2014 – Conference Day Two
8:00 a.m. Registration Opens    
8:00 a.m. Breakfast in the Exhibit Hall  
General Session
8:45 a.m. LMA Annual Report 9:30 a.m. General Counsel Panel - U.S. General Counsel Discuss Global
Needs For Outside Counsel: Is Your Firm On Their Short List?
9:00 a.m. Recognition Committee Award Presentations
Panelists: Moderator:

Alfreda Bradley Coar
Vice President & General Counsel
GE Healthcare, U.S. & Canada

Mark Roellig
Executive Vice President & General Counsel
MassMutual Financial Group

Suzanne Rich Folsom
General Counsel & Senior Vice President – Governmental Affairs
United States Steel Corporation

Silvia L. Coulter
LawVision Group


Additional panelists to be confirmed
10:30 a.m Networking and Refreshment Break in the Exhibit Hall with Networking for Prizes Drawing
11:15 a.m.–12:15 p.m. Concurrent Breakout Sessions
Track One:
How to Build an Industry-Focused Mobile App for Your Firm: A Lessons-Learned Case Study
Track Two:
Trends in Media/PR for Law Firms in Terms of What’s Valuable and Effective Today
Track Three:
Sit Back and Automate
Track Four:
Creating and Building a Sales Culture
Marika DaPron
Director of Marketing Operations
Bracewell & Giuliani LLP

Nicholas Kosar
Business Development Manager
Bracewell & Giuliani LLP

Paul Grabowski
Chief Marketing Officer
Bracewell & Giuliani LLP

Eleanor Kerlow
Senior Public Relations Manager
Hunton & Williams LLP

Kathy O’Brien
Senior Vice President, Public Reputation
Jaffe PR

Susan L. Peters
Senior Public Relations Manager
David Polk & Wardwell LLP

Paul D. Webb
Director of Marketing
Young Conaway Stargatt & Taylor, LLP

Lisa Sachdev
Senior Public Relations Manager
Dentons US LLP

Jon Metcalf
Director of Marketing Technology
Fenwick & West, LLP

Matt Parfitt
Vuture U.S.

Susan Letterman White
Letterman White Consulting and Lawyers Leaders Teams
12:15-1:30 p.m. Networking Lunch
1:30–2:30 p.m. Concurrent Breakout Sessions
Track One:
Get Ready for a Paradigm
Shift: Stop Manually Managing Data and Start Winning New Clients
Track Two:
Succeeding with Technology: Marketing and IT Working Together
Track Three:
45 Things Your Junior Associates Need to Know About Networking in 60 Minutes
Track Four:
Quick Fixes: Innovative Solutions
in Law Firm Business Development

Elizsabet Hardy
VP Product Management
Thomson Reuters Elite

Vincent Scarinci
Sales Director
Thomson Reuters Elite

Jon Hulak
Director of Business Development
Mintz Levin

Tea Hoffmann
Chief Strategy Officer
Parker Poe

Katy Admirand
Marketing Technology Manager
Kaye Scholer LLP

John Bonandrini
Director of IT
Foster Swift Collins & Smith PC

Kimberly P. Hafley
Director of Marketing and Recruitment
Foster Swift Collins & Smith PC

Jennifer M. Whittier
Chief Relationship and Operating Officer
Cole Valley Software

Mary Crane
Mary Crane & Associates, LLC


Dave Bruns
Director of Client Services
Farella Braun + Martel

Melanie S. Green
Chief Client Development Officer
Faegre Baker Daniels

Paul Malanowski
Director of Client Relations
Saul Ewing

Nancy Mangan
Senior Consultant
Wicker Park Group

1:30–2:30 p.m Think Tank Live!
Big Data — Big Idea or “Big Deal?”


2:45–3:45 p.m. Concurrent Breakout Sessions
Track One:
Leveraging the Latest Trends and Tools in Digital Marketing Engagement
Track Two:
Can the C-Suite Lead the Social Media Law Firm?
Track Three:
Redefining Thought Leadership:
Using Content to Start Conversations
Track Four:
The Account-Centric Approach:
Improve Client Satisfaction While Increasing Your Revenues
Jeff Hemming
Client Adviser


Deborah Grabein
Director of Business Development
Andrews Kurth

Michael Hertz
Chief Marketing Officer
White & Case

Kevin O’Keefe
LexBlog, Inc.

Daniel Weede
Carlton Fields Jorden Burt

Sally Schmidt
Schmidt Marketing, Inc.

Betsy Spellman
Chief Marketing Officer
Steptoe & Johnson

Erika Ritzer
Greenfield Belser

Frank Ellis
President and Chief Executive Officer
Silverback Advisors

Brenda Pontiff
Director of Marketing & Business Development
Burleson LLP


2:45–3:45 p.m. Think Tank Live!
Disruptive Business Models — Friend or Foe?
3:45-4:00 p.m. Networking and Refreshment Break
4:00-5:00 p.m.Closing Session and Conference Wrap-Up - What’s Next? Implement, Implement, Implement
5:00 p.m.End of Conference