LMA Mid-Atlantic

The Evolution of Competitive Intelligence at Law Firms

September 26, 2018 | 12:00 PM - 2:00 PM

Presented By:
Elizabeth Duffy and Marcie Shunki

Join this interactive session discussion of competitive intelligence (CI) in the legal industry, based on a new study of nearly 100 legal executives. You’ll tackle a range of questions, including: How large are CI teams? How are they structured? How are firms using CI for competitive advantage and strategic growth? Why do law firm leaders rate their CI function just 6.4 out of 10 in effectiveness? What is the greatest challenge facing CI in law firms today? What traits make a CI professional successful? Come explore real-life examples and case studies of the favorite uses of CI, gleaned from interviews with CMOs and heads of CI. As an attendee, you’ll receive direct access to a complimentary executive summary of the report.

Topics include:

  • Where law firms are in the evolution of CI
  • The structure of current CI teams: how they are managed, staffed and developed
  • What activities CI teams engage in and what tools they value most
  • Case studies: how to best use CI for competitive advantage
  • The path to creating more proactive, strategic CI teams

1152 15th Street NW
Washington, DC 20005
Note: When entering in the lobby we are straight back (the conference room is on the first floor)


LMA Members Early Bird (through September 14th) $30.00
LMA Members Late Registration (beginning September 15th) $40.00

Prospective Members Early Bird (through September 14th) $45.00
Prospective Members Late Registration (beginning September 15th) $60.00

Note: You must be logged in to the LMA website to register.


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About Our Presenters

Elizabeth DuffyA seasoned presenter, Elizabeth Duffy's clear and insightful explanations of how Acritas data can be applied to solve law firm problems has secured her many high profile speaking engagements around the world.

Operating from Acritas’ New York office Elizabeth works closely with law firms globally and locally across North America. She regularly leads custom research projects including client review and thought leadership programs and presents research results to the management boards and partnerships of AmLaw 50 firms.

Elizabeth has developed a reputation among her clients for delivering customized research that is easy for them to apply to sharpen focus, set direction and meet their strategic goals.

Marcie ShunkiMarcie Borgal Shunk is President & Founder of The Tilt Institute, specializing in helping clients make better, more informed decisions based on insights, intelligence and intuition. Marcie helps law firm clients position themselves ahead of changing markets. She is a recognized leader in competitive intelligence, client relationship dynamics and the business of law.

She served on the Legal Marketing Association’s International Board of Directors in 2014-2015 and has certifications in Human Synergistics’ Organizational Culture Effectiveness and Legal Lean Sigma’s Project Management White Belt.

Prior to founding The Tilt Institute in 2016, Marcie was a Principal at The BTI Consulting Group, spearheading research on the legal market. She has spent over two decades helping law firm clients with client development and strategy formulation both at BTI and as a Senior Consultant with LawVision Group.

About the LMA Capital Chapter Senior Leaders' SIG

  • The Senior Leader SIG is an invitation-only series of focused, educational and networking programs for more experienced members of the LMA Mid-Atlantic Region.
  • The Senior Leader SIG offers in-depth, group discussions among our more veteran members.
  • Participation in the Senior Leader SIG requires that the following criteria be met:
    • Participants must be an active member of the LMA Mid-Atlantic Region.
    • Law firm professionals must have a CMO or Director title and have either more than 10 years of law firm industry experience or at least 10 direct reports.*
    • Service providers must have more than 10 years in the legal industry or at least 10 direct reports.*
  •  SIG meetings and social events are open only to SIG members.
*Membership criteria are verified by the LMA member database. Please update your member profile to ensure you receive SIG messages and invitations.

Important Information

The LMA event management tool requires logging into your www.legalmarketing.org account to receive member pricing. Simply click the registration link above, select "Register Using Your Member Account" and follow the login prompts.

If you do not remember your username or password, select "Username and/or Password Help", enter the email account associated with your LMA membership, and follow the prompts.  Non-members may also create guest logins.

Walk-ins are welcome as space permits. Cash or checks made payable to "LMA Mid-Atlantic Region" will be accepted at the door.

Any cancellations made before September 14th will be fully refunded. All cancellations made after that date will be billed in full. Registrations may be transferred, however price differences between member and non-members will be billed accordingly.