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September 2019

5:15 pm — 6:15 pm
@ Birmingham

Competitive Intelligence Workshop at LMA Southeast Regional Conference

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).


6:30 pm — 7:30 pm
@ Birmingham

CRM Therapy — The (Juris) Doctor Is In: Client CRM Confessions at LMASE 2019

Research suggests that up to 70 percent of CRM implementations fail to meet expectations. This not only results in a tremendous loss of money, time and resources, but also stress and anxiety for marketing professionals trying to implement the systems.

But CRM systems don’t have to drive you crazy. During this therapy session (aka, presentation), marketing professionals who have implemented a variety of CRM systems will share their biggest headaches and frustrations from a “therapy couch.” And, the CRM “doctor” will offer some of the most successful “treatments/remedies” that include best practices for CRM success.

October 2019

8:00 pm — 9:00 pm
@ New York City

All Roads Lead Home: Mastering Small Data within the Firm

We often hear about the extraordinary inroads firms with large operating budgets have made in leveraging data and business intelligence. But less is said about how firms with budgetary constraints are leveraging small data for various ends. This session at the  18th Annual Law Firm COO & CFO Forum offers real-world guidance on collecting, cataloging and harnessing proprietary data to transform business operations and strategy. Panelists will address why small data is becoming a vital ley line for thriving in a slower growth environment.

Dave Whiteside, Director, Client Growth & Success,

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