01:15 pm - 02:15 pm
LMA Southeast
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Competitive Intelligence Workshop at LMA Southeast Regional Conference

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An effective business development (BD) function remains important to strategic planning at almost every firm; similarly, competitive intelligence (CI) continues to grow in importance as firm leadership and partners see the value in targeted reports about clients, prospects, and larger market opportunities.

Many larger firms have seen the demand for CI deliverables grow to dozens of reports each month; in response, formal CI teams have materialized alongside a dedicated commitment to employing seasoned analysts, securing the necessary research tools, and establishing formal processes for requesting the work and expectations around the work itself (e.g., timing and type).

However, what if you are a small or medium-sized firm? You are asked for 1-2-3 reports a month and without specialized staff or research tools. What do you do? This interactive workshop is geared toward BD and new CI personnel who aren’t sure where to start when asked to build a company profile. Led by experienced industry CI professionals, the panel will discuss techniques to build a basic report and where to find and how to use no-cost public domain resources as well as paid-for services.


  • Heather Ashby, Competitive Intelligence Manager, Akerman LLP
  • Sarah W. Hodo, Competitive Intelligence Analyst, Baker, Donelson, Bearman, Caldwell & Berkowitz, PC
  • Lynne Kilgore, Competitive Intelligence Manager, Pillsbury Winthrop Shaw Pittman LLP
  • Dave Whiteside, Director, CLIENTSFirst Consulting