Indianpolis Local Group

The Advisor of the Future - From Success to Significance

November 8, 2017 | 11:30 AM - 1:00 PM

Judy Bodenhamer and Marc Rosen

Professional service providers are being challenged like never before to distinguish themselves. Whether working directly with a business owner, advising a board or serving on a cross-functional team, the need to develop greater relationship currency and trust is tantamount to sustained success. Technical and functional expertise is the foundation for effective performance; however, a growing body of evidence reveals that both client and other trusted advisor engagement is what truly advances & sustains relationships.

You will be introduced to a five stage model with deployment examples so that you can better harness and leverage the distinctive assets of you and the firm. We will explore and share the latest techniques and tools that client-facing professionals can utilize to distinguish themselves. This energizing and interactive workshop will be extremely pertinent and serve as a catalyst for building greater relationship capital across the stakeholder spectrum. Join LMA Indianapolis as we explore how to leapfrog from success to significance.

Ice Miller
One American Square
Suite # 2900
Indianapolis, Indiana 46282

Lunch will be provided.

$25 LMA Members
$35 Non-Members and any registrations after November 3
Note: You must be logged in to the LMA website to receive the member rate.


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About Our Presenters

Judy Bodenhamer                    Marc Rosen

Judy Bodenhamer and Marc Rosen are co-founders of the Client Experience Institute, an advisory firm committed to inspiring professionals to think differently about the value of client relationships. Through workshops & programs, consulting and coaching services they engage critical thinking and learning that changes the mindset and actions of professionals. Judy’s business leadership experience spans more than 20 years, including half of her career at Fortune 50 organizations, where her last assignment was Area Vice President, leading a ~$200M division, with well over 100 employees. Marc spent a large portion of his career leading both domestic as well as international organizations including Molson Companies Limited, GEA Tuchenhagen and Watlow Industries.

Payment Information

Credit card and direct debit payments are only available online. Credit cards and direct debit payments will not be accepted at the door. .

Cash or checks made payable to "LMA Midwest Region" will be accepted at the door.

The deadline for registration is Friday, November 3, 2017.

Walk-ins and those who register after November 3 will be charged the non-member rate of $35.00.

LMA Midwest Region reserves the right to cancel the registration of any registrant with an outstanding balance..

Should you need to cancel your registration, please contact prior to November 3. According to LMA Midwest Region policy, all no-shows and cancellations after November 3 will be billed the full registration rate.