Pre-Conference Program | Monday, April 8

bus_law_icon.gifclient_icon.gifbus_law_icon.gifCMO Summit 
Legal Innovation and Disruption: Challenges and Opportunities for CMOs
8:00 a.m. – 4:00 p.m.

Clients’ expectations for legal services are changing. And with this, comes the proliferation of new technologies and alternative service delivery sources, together with new workforce realities for how law firms serve clients in a global economy. These market innovations and disruptive forces require CMOs to evolve and lead through this change with creative resolve and agility.

This summit will provide participants with a highly interactive view into this transformative landscape and perspective on how best to position their firms for success. Session topics will include special guests from within and outside of the legal industry.


PLEASE NOTE: Attendance is open to qualified applicants, including in-house CMOs and first chair marketing and business development directors. To ensure a collegial and interactive setting, the CMO Summit is limited to 60 participants. To ensure a broad experience base, only one participant per firm may register. Registration is on a first come, first served basis.

8:00 a.m.
Registration and Breakfast
8:45 a.m.
Co-Chairs’ Welcome

Michael-Mellor.gifMichael Mellor
Director of Marketing and Business Development
Pryor Cashman LLP

Anne Malloy Tucker.jpgAnne Malloy Tucker
Chief Marketing Officer
Hunton Andrews Kurth LLP

8:50 a.m.
Introductions and Agenda Outline:

Mark E. Young
Vox Actio LLC

9:00 a.m.
Why and How Clients’ Expectations for Legal Services are Changing

What the research shows about new skills and working relationship requirements.

Michelle DeStefano.jpgMichele DeStefano
Professor of Law
University of Miami
Guest Faculty, Harvard Law School Executive Education

10:00 a.m.
Interactive Reflection Exercise: Changing Client Expectations
10:30 a.m.
Networking and Refreshment Break
10:45 a.m.
From Surviving to Thriving: Lessons on Business Agility and the Future of Work

In the increasingly competitive legal market, clients are demanding greater agility and responsiveness from their outside counsel and seeking highly specialized, yet cross-functional teams to handle their most complex, high-stakes legal challenges. Rob Biederman, CEO of Catalant, will discuss how his company’s AI technology and agile operating model is transforming the delivery of professional services.

Rob-Biederman.jpgRob Biederman
Co-Founder and CEO
Catalant Technologies

11:45 a.m.
Networking Lunch
12:30 p.m.
New Models for Hiring, Retaining and Engaging Talent

Scott Westfahl.jpgScott A. Westfahl
Professor of Practice and Faculty Director, Harvard Law School Executive Education
Harvard Law School

Jamal-Stockton.gifJamal Stockton
Head of Legal Innovation and Digital Enablement
Fidelity Investments

1:30 p.m.
Panel Discussion: The Fast-Changing Competitive Landscape


placeholder.pngJames Peters
Vice President of Legal, New Market Initiatives

Jamal-Stockton.gifJamal Stockton
Head of Legal Innovation and Digital Enablement
Fidelity Investments

Andy-Daws.jpgAndy Daws
Chief Customer Officer
Kim Technologies/Riverview Law

Matthew-Willmott.gifMatthew “Mateo” Willmott
Director, Lawyer Talent


Mark Young.jpgMark Young
Vox Actio

3:00 p.m.
Client Engagement Town Hall

How and why one of the leading museums in the United States created a neuroscience-informed approach to the design of art experiences.

placeholder.pngTedi Asher, PhD
Peabody Essex Museum

4:00 p.m.
Program Conclusion


Program created and presented by:

Mark E. Young
Vox Actio LLC


Mark is Counsel at Vox Actio LLC, a consultancy that helps law firms, in-house legal departments and other
service organizations discern and advance client engagement and service delivery priorities. Mark works
at the intersection of client and professional development.

A lawyer for over 30 years, Mark’s unique vantage point and perspective is informed by his service as a law firm partner, corporate general counsel, and business leader for global, national and regional law firms.

Mark is a native Bostonian. He received his J.D. from Boston College Law School and his undergraduate degree from Bates College.


4:00 – 5:00 p.m.
CMO SIG Reception

Sponsored By: CMO-acritas.gif CMO-Thomson_Reuters.gif

CMO Summit participants and members of LMA’s CMO Shared Interest Group (SIG) are invited to attend this reception.