Succession Planning with Purpose: Driving Growth and Protecting Relationships

Domains: Business of Law, Marketing Management and Leadership

Succession planning is no longer just a leadership or HR concern—it’s a strategic imperative for modern law firms.  As senior lawyers approach retirement, firms risk losing key clients, institutional knowledge, and competitive standing if transitions aren’t managed proactively. Legal marketing and business development professionals are uniquely positioned to mitigate these risks, leveraging their deep understanding of client relationships, practice strengths, and market positioning. Thoughtful succession planning not only safeguards reputation, but also creates opportunities for growth, cross-selling, and enhanced client loyalty.

This session will highlight the critical role of marketing and business development teams in shaping succession strategies. Participants will gain practical tools and best practices for collaborating across departments, addressing common obstacles, and turning transitions into opportunities. Attendees will leave with a clear roadmap for contributing meaningfully to succession planning and ensuring their firms are prepared for the future.

Learning Outcomes:
  • Explore the role of marketing and business development in succession planning and the value that the department adds to the process.
  • Form internal processes for addressing succession and transitions that fit for different attorneys.
  • Discuss how to leverage transitions for business development and enhanced client service.
Presenter:
Jillian McKenna, Director of Marketing, Business Development & Client Services 

Price: 
Member Price: $79
Prospective Member Price: $99


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