||Boston: Executive Insights: Know Your Clients, Show Your Strength
||Susan Russon [LMA Northeast]
||May 18, 2017 06:00 PM America/Eastern
||May 18, 2017 08:00 PM America/Eastern
||Clients have a more empowered buyer experience than ever before, so how can a firm rise above the competition? Strategic engagement. In this panel discussion, we’ll explore how understanding clients and going the extra mile to authentically connect with them can deepen ties to current clients, bring in new business, and showcase a firm’s standout strengths. Through case studies and open discussion, attendees will hear success stories and be inspired to more strategically use your understanding of current and prospective clients to grow business.
About the Speakers:
Maggie Watkins, Moderator
Chief Marketing Officer
Sedgwick (Kansas City)
Sedgwick is an international trial firm with 14 offices and 250 attorneys. Maggie joined Sedgwick after consulting with professional services companies throughout the U.S. in the areas of marketing, business development, management, training and coaching. She has also served as CMO for three AmLaw 200 law firms and a global publicly traded consulting firm, president and CEO of an international law firm association, and has worked at the executive level at several accounting firms. Watkins is a recognized leader in law firm marketing, having served as the past chair of the international Legal Marketing Association (LMA). She is the former chief business development and marketing officer for Bradley Arant Boult Cummings where she oversaw the business development and marketing efforts of 500 attorneys in eight offices.
Shaun Real, APMP Panelist
EY FSO New England Wealth & Asset Management Leader (Boston)
EY is a global leader in assurance, tax, transaction and advisory services. Shaun is an EY Financial Services Organization (FSO) Assurance partner and FSO New England’s Wealth & Asset Management Leader. On June 1, 2017, Shaun will step into the role of FSO New England Market Segment Leader. In his new role, Shaun will focus on continuing to grow EY’s FSO accounts, market share and brand across New England, leading a talented team of more than 600 professionals within the FSO market segment. In this role, Shaun will help to engage our people and develop a sense of community in FSO New England.
Shaun has 30 years of financial services experience and focuses his time serving clients in the wealth & asset management industry, including mutual funds, hedge funds, private equity funds, investment advisors and transfer agents. In addition to his client serving responsibilities, Shaun currently leads the FSO New England Wealth & Asset Management practice. In this role, he is responsible for the overall execution of asset management strategy, which includes client satisfaction, audit quality and the development of our people and business growth.
Additional speakers to be announced.
Program Sponsor: LKO Information Management Consulting LLC
Event Co Host: SMPS Boston and APMP
||Nutter McClennen & Fish
155 Seaport Boulevard
Boston, MA 02210
||LMA Northeast Regional Administrator