Date: May 21st
Time: noon CT
Sponsored by: Best Lawyers
Domain: Marketing Management and Leadership, Technology Management
BoK Competency: Firm Organizational Structure and Dynamics, Communications Software and Platforms, Data and Analytics
Many organizations are experimenting with AI, but isolated use does not drive transformation. Competitive advantage comes from building an AI-literate culture—not relying on individual power users. Together, they will explore how organizations can move from pilots to institutional capability by embedding AI into workflows, governance, and operating models.
Through practical examples spanning data-driven decision-making, business development, and cross-functional collaboration, attendees will gain a clear framework to assess AI maturity, align leadership, and implement guardrails that enable innovation while managing risk. Designed for senior leaders, this program focuses on strategy, change management, and measurable business outcomes—not tools or hype.
Learning Outcomes:
- Assess your organization's current AI maturity and identify the gaps between experimentation and institutional capability
- Differentiate between isolated AI use and the structural components of an AI-literate culture, including leadership alignment, governance, and workflow integration
- Develop a practical framework for embedding AI into marketing, proposal, and decision-making processes to drive measurable business outcomes
- Evaluate governance and risk management approaches that enable responsible innovation while protecting client trust and firm reputation
- Prioritize change management strategies that build adoption, cross-functional collaboration, and sustained competitive advantage.
Presenters:
Wendy Bernero, Founder and Strategic Advisor, Yate Collaborative. With 25 years of experience, Wendy has guided organizations through diverse challenges in senior executive and consultancy roles. Wendy has worked with law firms and other entities on strategic planning, client expansion, revenue growth, branding, and crisis management. Known for her data-driven approach and strategic questioning, Wendy thrives on collaborating with leadership teams to achieve business goals.
Phillip Greer, CEO, Best Lawyers. Phillip Greer is CEO of Best Lawyers, leading its evolution from print publication to a global, data-driven legal intelligence platform. An engineer by training, he joined in 2005, built its first CMS, and now drives international growth, digital innovation, strategic partnerships, and an AI‑literate, governance‑led culture focused on trusted outcomes.
Amy Shepherd, CMBDO, Davis + Gilbert LLP. Amy works closely with firm leadership and attorneys to develop and implement programs that support client development, cross-selling, and market visibility. She oversees the firm’s marketing, communications, client engagement, and competitive intelligence functions, and plays a key role in advancing the firm’s use of artificial intelligence and other emerging technologies.
Price:
Members: Complimentary
Prospective Members: $79
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