Speaking Engagements

CRM Clinic: Best Practices for Success from CRM Experts
10/20/2020

#EpicCRMFails Series, Part 1: Epic Fails – and How to Avoid Them
10/15/2020

Strategy and Planning for CRM in the Roaring ’20s
09/23/2020

From Leads to Clients- Tactics, Tips & Technology to Convert Leads and Close Business Remotely During the COVID-19 Crisis
08/19/2020

THE IMPORTANCE OF COORDINATED COMMUNICATION DURING A CRISIS
06/18/2020

Legal Tech for Building and Maintaining Client Relationships for IP Law Firms
06/10/2020

Road to Recovery: Techniques & Technology to Transform Business Development
05/27/2020

The Data Quality Domino Effect – Postponed
04/16/2020

Rise of the Legal Marketing Technologist – The Digital Assets Roadmap: Maximizing Email Marketing to Execute Successful Marketing Campaigns
03/25/2020

DIGITAL MARKETING TIPS FOR THE NEW (OR OLD!) BUSINESS OWNER 2020: You’re Ready to Start Marketing. Now What?
03/18/2020

CRM Clinic: Best Practices for CRM Success
03/16/2020

Match Game: Designing a Bespoke Martech Strategy
01/22/2020

Moving Beyond Technology: Client Relationships Management (CRM) As A Strategy
11/06/2019

CRM Evolution: Three Spotlights on How to Drive Technology with Strategy
San Francisco
10/22/2019

All Roads Lead Home: Mastering Small Data within the Firm
New York City
10/24/2019

Competitive Intelligence Workshop at LMA Southeast Regional Conference
Birmingham
09/26/2019

CRM Therapy — The (Juris) Doctor Is In: Client CRM Confessions at LMASE 2019
Birmingham
09/26/2019

CRM as a Strategy: Moving Beyond Technology to Effectively Develop, Retain and Expand Relationships and Revenue
Washington, DC
06/10/2019

The Data Quality Domino Effect at GROPRO 20/20
New York City
06/04/2019

CRM Therapy — The (Juris) Doctor Is In: Client CRM Confessions
Legal Marketing Asssociation RECON Midwest 2019
06/19/2019

Approaches for Increasing Lawyer Engagement with Marketing and Business Development Technology – Webinar
04/02/2019

Pipeline to Business Development Success – Tampa
03/21/2019

Pipeline to Business Development Success – Orlando
03/20/2019

CRM Therapy — The (Juris) Doctor Is In: Client CRM Confessions
2019 Legal Marketing Association Annual Conference
04/10/2019

Pipeline to Business Development Success
01/15/2019

The Future of CRM – and the CRM of the Future
Louisville, KY
11/16/2018

LMA Mid Atlantic – CRM: From Selection to Success
Washington DC
11/01/2018

LMA Tech Midwest – From Prospect to Purchaser: Using Technology to Manage a Sales Pipeline
Chicago
10/02/2018

Maximizing the Value of Your CRM
Washington DC
09/26/2018

Reliable Sources: Automation and Innovation Around Data Hygienics & Extraction
Toronto
09/26/2018

Business & Competitive Intelligence: Preparing Your Attorney for a Pitch or Client Meeting
Greenville, SC
09/27/2018

A Tale of Two CRM Systems
New York City
07/19/2018

Competitive Intelligence in the Modern Law Firm – Client Intelligence: Using CI for Smart Business Development
New York City
09/27/2018

CRM Strategy for Legal Marketers
The Business Development Institute – MarTech Certification Program
06/21/2018

Secrets of CRM Success – How to Successfully Select and Implement a CRM System
Atlanta
05/24/2018

LMA Southeast – Pipeline to Business Development Success

10/18/2018

The Road to CRM Success: Shifting From Glorified Rolodex to Business Driver
Atlanta
03/16/2018

Pipeline to Business Development Success
Birmingham
03/20/2018

Fixing Your Firm’s Relationship with CRM
Webinar
02/13/2018

Stop “Taxing” Your CRM Users to Gain Adoption
Scottsdale
05/11/2018

From Soup to Nuts: Successful CRM Implementations
San Francisco
02/01/2018

The Road Ahead – Using Competitive Intelligence to Drive Business Development
Philadelphia
01/10/2018

CRM Evolution 2018 – Secrets of CRM Success: Going Beyond Technology to Maximize Results with People and Process
Washington DC
04/11/2018

Key Business Processes & Legal Tech Needs
Webinar
10/26/2017

The Future of CRM – and the CRM of the Future
Minneapolis
09/20/2017

The Marriage of CRM & eMarketing – A Meaningful Integration
Philadelphia
11/10/2017

Three Keys to Competitive Intelligence
Webinar
08/09/2017

The Real Questions You Should Be Asking about CRM
Webinar
07/25/2017

Successful CRM Rollout – Soup to Nuts
Chicago
09/25/2017

Marketing Technology Roundtable at ILTACON 2017!
Las Vegas
08/15/2017

Understanding and Leveraging Today’s Key Technologies
Charlotte
09/15/2017

ROI – The Only Technology Acronym That Matters
Nashville
10/13/2017

Lead Generation, Marketing Automation and Opportunity Identification
New York City
05/23/2017

ROI-The Only Technology Acronym That Matters
Las Vegas
09/08/2017

The Future of CRM and The CRM of the Future
Cary, NC
06/28/2017

My Lawyers Won’t Use CRM. Now What?
Webinar
02/23/2017

The Road Ahead: Using Competitive Intelligence to Drive Business Development
Philadelphia
03/16/2017

ROI – The Only Technology Acronym That Matters
Richmond
01/11/2017

The Road Ahead: Using Competitive Intelligence to Drive Business Development Webinar
09/28/2016

The Future of CRM and the CRM of the Future
Boston
11/15/2016

Using Competitive Intelligence to Drive Business Development
Atlanta
10/14/2016

20 Technology Tools, Tips & Trends for More Effective Marketing and Business Development
Atlanta
08/17/2016

CRM: One Size Does Not Fit All
Orlando
09/16/2016

Pipeline to Business Development Success
San Francisco
10/06/2016

Winning the eMarketing Obstacle Course
Philadelphia
07/18/2016

2016 Legal Marketing Association Annual Conference
Austin
04/13/2016

CRM Success Steps and Strategies: Bringing Business Development, Marketing and CRM Together

01/14/2016

Whats Your WOW Factor LMA NE
Hyatt Regency, United States
11/13/2015

LexisNexis Accelerate – Take The Fast Track to Business Development Success
Omni Hotel & Resorts Amelia Island Plantation, United States
10/06/2015

Applied Research & Knowledge Conference
Unnamed Venue, United States
09/29/2015

AALA Marketing Luncheon
Using Competitive Intelligence to Drive BD, United States
08/06/2015

The Road Ahead: Using Competitive Intelligence to Drive Business Development
Gallagher & Kennedy, P.A., United States
06/18/2015