The 26th Annual Marketing Partner Forum Approaching Inflection: Recalibrating Strategy in the New Client Era

Event Details

Jan 23 - 25, 2019

Dana Point, CA

$2695 USD

Register Now

For questions about this event, please call 1-800-308-1700

In January 2019, Marketing Partner Forum descends upon The Ritz-Carlton, Laguna Niguel in Dana Point, California for a three-day summit on law firm marketing and business development designed for the industry’s top business professionals and rainmakers. Conveniently situated near John Wayne Airport, Orange County (SNA), Laguna Niguel is the ideal backdrop to launch a new era of industry-leading content focused on profitability and client development in a dynamic and competitive legal services market.

Please Save the Date! Online registration now open.

Information about our conference venue and nearby airports is available here.

Missed our 25th Anniversary program? Check out these video highlights!

Special Offers

Group discounts available! Call us today.

Why You Should Attend

  • Marketing Partner Forum is designed for client development partners, rainmakers, and the senior-most legal marketing and business development leaders across the profession.
  • Our content reflects the experience and sophistication of our international audience in terms of rigor, ambition and scope.
  • Attendees can engage venerable thought leaders both within and outside of the legal industry.
  • Our program offers ample networking opportunities and the stunning scenery, golf course, spa and hiking trails at one of California's most idyllic resorts.
  • Participants can take advantage of our law firm partner conference track, consisting of several compelling sessions designed specifically for legal practitioners.
  • We have also created a brand new solo & small law firm track, with sessions designed for business development executives & partners alike.
  • Finally, attendees can interact directly with senior clients and network for new business;
  • Refresh & reflect at our Wednesday Welcome Luncheon and Friday Bloody Mary Brunch;
  • And depart the event with practical takeaways to share with peers and firm leadership.

    Who Should Attend

  • Law Firm Chief Marketing Officers
  • Senior Business Development Personnel
  • Business Development Partners
  • Client Relationship Partners
  • Chief Strategy Officers
  • Event Co-Chairs

    Silvia Coulter

    Co-Founding Principal, LawVision Group LLC

    View Faculty Page
    Beth Marie Cuzzone

    Chief Business Growth Officer, Goulston & Storrs PC

    View Faculty Page
    Samir A. Gandhi

    Partner & Co-Practice Leader, Corporate Group, Sidley Austin LLP

    View Faculty Page

    Event Keynote Speaker

    Dr. Dambisa Moyo

    Global Economist & Best-Selling Author

    View Faculty Page

    Event Details

    Wednesday, Jan 23

    12:00 PM
    Registration & Welcome Luncheon

    Please join us for lunch as we kick off our 2019 program.

    1:00 PM
    Workshop #1: High Noon: A Pricing Negotiation Master Class (Breakout)

    We are pleased to announce the return of our highly popular pricing negotiation master class, facilitated by a panel of esteemed law firm clients. This year’s workshop once again asks conference attendees to engage directly with legal customers in a mock RFP selection process and pricing negotiation to glean unique insight around strategic conversations, client pressure points and more within a collegial yet purposeful setting.

    Moderator:
    Patrick Johansen, CLM, CPP, Senior Manager, Client Pricing & Profitability, Kobre & Kim LLP

    Facilitators:
    Justin Ergler, Director, Alternative Fee Intelligence & Analytics, GlaxoSmithKline plc
    Monica Johnson, General Counsel, Bonduelle Fresh Americas
    Audrey Rubin, Vice President & Chief Operating Officer, Law and Compliance Department, Aon Corporation

    Workshop #2: Some Assembly Required: Cultural and Organizational Recalibration Through Mergers (Breakout)

    Growth through acquisition remains a popular approach in the current legal services market. Indeed, if industry statistics are any indication, 2018 may best be remembered as the year when so-called “mega-firms” began pulling away from many of their peers, thanks to a formidable global footprint and robust coffers. But while law firm combinations may garner short-term headlines, those playing the long game understand that no merger is successful unless talent integration and client relationships are shepherded through an often lengthy transition. This workshop asks conference participants to strategize around a mock law firm combination with an eye on business development, client service, and talent. What strategies ensure a seamless transition at both a practice and client service level? What considerations must executives keep in mind when it comes to brand and culture?

    Moderator:
    Kristin Stark, Principal, Fairfax Associates

    Facilitators:
    Joe Calve, Chief Marketing & Business Development Officer, McGuireWoods LLP
    Mark L. Morris, Firmwide Managing Partner, Fox Rothschild LLP
    Ann Rainhart, Chief Operating Officer, Briggs and Morgan, P.A.

    Workshop #3: “The Kids Are Alright”: Coaching the Next Generation of Law Firm Partners (Breakout)

    Theories abound when it comes to cultivating leadership in the modern law firm. Whereas some firms deploy a formalized structure to develop newly-minted partners or associates, others embrace self-directed heuristics to determine the next generation of stars. This workshop offers participants formal coaching around how to launch a successful coaching program that cultivates business development skill sets, fosters organizational consensus, leverages emotional
    intelligence, creates value propositions, drives relationship-building across the firm, and more.

    Moderator:
    Craig Brown, Senior Consultant, LawVision Group, LLC

    Panelists:
    Andrew G. Giacomini, Managing Partner, Hanson Bridgett LLP
    Lauren H. Leyden, Partner, Akin Gump Strauss Hauer & Feld LLP
    Mark Usellis, Chief Strategy Officer, Davis Wright Tremaine LLP

    2:30 PM
    Break
    2:45 PM
    Workshop #1: High Noon: A Pricing Negotiation Master Class (Breakout)

    We are pleased to announce the return of our highly popular pricing negotiation master class, facilitated by a panel of esteemed law firm clients. This year’s workshop once again asks conference attendees to engage directly with legal customers in a mock RFP selection process and pricing negotiation to glean unique insight around strategic conversations, client pressure points and more within a collegial yet purposeful setting.

    Moderator:
    Patrick Johansen, CLM, CPP, Senior Manager, Client Pricing & Profitability, Kobre & Kim LLP

    Facilitators:
    Justin Ergler, Director, Alternative Fee Intelligence & Analytics, GlaxoSmithKline plc
    Monica Johnson, General Counsel, Bonduelle Fresh Americas
    Audrey Rubin, Vice President & Chief Operating Officer, Law and Compliance Department, Aon Corporation

    Workshop #2: Some Assembly Required: Cultural and Organizational Recalibration Through Mergers (Breakout)

    Growth through acquisition remains a popular approach in the current legal services market. Indeed, if industry statistics are any indication, 2018 may best be remembered as the year when so-called “mega-firms” began pulling away from many of their peers, thanks to a formidable global footprint and robust coffers. But while law firm combinations may garner short-term headlines, those playing the long game understand that no merger is successful unless talent integration and client relationships are shepherded through an often lengthy transition. This workshop asks conference participants to strategize around a mock law firm combination with an eye on business development, client service, and talent. What strategies ensure a seamless transition at both a practice and client service level? What considerations must executives keep in mind when it comes to brand and culture?

    Moderator:
    Kristin Stark, Principal, Fairfax Associates

    Panelists:
    Joe Calve, Chief Marketing & Business Development Officer, McGuireWoods LLP
    Mark L. Morris, Firmwide Managing Partner, Fox Rothschild LLP
    Ann Rainhart, Chief Operating Officer, Briggs and Morgan, P.A.

    Workshop #3: “The Kids Are Alright”: Coaching the Next Generation of Law Firm Partners (Breakout)

    Theories abound when it comes to cultivating leadership in the modern law firm. Whereas some firms deploy a formalized structure to develop newly-minted partners or associates, others embrace self-directed heuristics to determine the next generation of stars. This workshop offers participants formal coaching around how to launch a successful coaching program that cultivates business development skill sets, fosters organizational consensus, leverages emotional
    intelligence, creates value propositions, drives relationship-building across the firm, and more.

    Moderator:
    Craig Brown, Senior Consultant, LawVision Group, LLC

    Panelists:
    Andrew G. Giacomini, Managing Partner, Hanson Bridgett LLP
    Lauren H. Leyden, Partner, Akin Gump Strauss Hauer & Feld LLP
    Mark Usellis, Chief Strategy Officer, Davis Wright Tremaine LLP

    4:15 PM
    Break
    4:45 PM
    Champagne Breakout #1: The Razor’s Edge: The CMO’s Relationship to the Partnership (Breakout)

    For many law firm CMOs, building firmwide credibility is no small feat. Indeed, at more than a few institutions, the CMO role is often deemed less “vital” to overall business operations when compared to other equally recognizable C-suite titles. This roundtable invites frank conversation around how and why some law firm CMOs succeed in establishing a rapport with firm executives against daunting odds. What strategies have proven effective at recalibrating negative perceptions and gaining widespread partnership support?

    Moderator:
    Deborah Farone, Strategic Advisor and Author, Farone Advisors LLC

    Facilitators:
    Robert A. Kahn, Chief Marketing Officer, Fenwick & West LLP
    Despina Kartson, Director, Business Development & Communications, Jones Day
    Renée Miller-Mizia, Esq., Chief Marketing Officer, Dechert LLP
    Gillian Ward, Chief Marketing Officer, Baker Botts LLP

    Champagne Breakout #2: Great Expectations: Enhancing Associate & Diverse Lawyer Representation in Business Development (Breakout)

    For all the capital law firms spend integrating associate and diverse lawyers in business development initiatives, client-driven metrics and formal feedback suggest that the current pace of progress—however admirable—leaves much to be desired. How and why are law firms continuing to fall short of customer expectations? Are there new, more effective ways laws firms can collaborate with their clients to ensure the right blend of experience and talent?

    Moderator:
    Jan Anne Dubin, Founder & Chief Executive Officer, Jan Anne Dubin Consulting

    Panelists:
    Theresa DeLoach, Senior Business Development Manager, Jenner & Block LLP
    Kevin Lyn, Partner & Chair, Diversity Committee, Womble Bond Dickinson (US) LLP
    Evan Parker, Managing Director, Analytics, LawyerMetrix
    Tyrone Thomas, Associate General Counsel, Invenergy LLC

    Champagne Breakout #3: The Fault in Our Stars?: Case Studies in Lateral Integration Assessments (Breakout)

    Growth by any means necessary has been an industry-wide mantra since long before the Great Recession. Indeed, in a profession forged upon individual reputations and brand prestige, a culture of stars, replete with stratospheric salaries and healthy egos, has yielded a vicious cycle of hype and hope for many within the AmLaw 200. This round table invites participants to share practical opinions on what a successful lateral integration approach truly looks like in today’s climate. Our facilitators will lead a conversation around what criteria truly separates successful firms from their peers?

    Moderator:
    Nathaniel E. Slavin, Partner & Founder, Wicker Park Group

    Facilitators:
    Melissa Ertek, Chief Development Officer, Winston & Strawn LLP
    Kip Guthrie, Chief Marketing Officer, Perkins Coie LLP
    Jeanne Hammerstrom, Chief Marketing Officer, Benesch, Friedlander, Coplan & Aronoff LLP
    Angela S. Quinn, Esq., Chief Client Officer, Husch Blackwell LLP

    5:45 PM
    Opening Night Reception

    Please join us for networking and cocktails as we celebrate opening night.

    Thursday, Jan 24

    7:00 AM
    Networking Walk/Run

    Pull on some sneakers and join us for an invigorating walk/run along Southern California’s scenic coast.

    8:30 AM
    Networking Breakfast
    9:20 AM
    Opening Remarks

    Mike Abbott, Global Lead of Enterprise Thought Leadership & Content Strategy, Thomson Reuters

    9:30 AM
    The 2019 Annual Marketing Partner Forum Survey: A Data-Driven Dive on Legal Marketing and Business Development Across the Industry

    This presentation will share findings from the annual Marketing Partner Forum attendee survey and offer cogent analysis of the current state of the legal industry.

    Presenters:
    Steven R. PetrieAmericas, Chief Operating Officer, White & Case LLP
    Silvia L. Coulter, Principal, LawVision Group, LLC

    10:30 AM
    Morning Break
    10:45 AM
    A New Republic: Toward a Standardization of Outside Counsel Guidelines

    As corporate clients continue to assess the parameters of outside counsel relationships, law firm leaders grow ever more adamant in their desire for a standardized set of performance guidelines to help determine who wins or loses legal work. This presentation interrogates the viability and practicality of universally accepted rules of engagement to which all legal service providers can adhere. Is today’s legal services market closer to or farther away from achieving professional consensus?

    Moderator:
    Kristin Calve, Co-Founder, Law Business Media

    Panelists:
    Ibie Falcusan, Vice President & Chief Export Counsel, Honeywell Aerospace
    Darren R. Guy, Director of Legal Operations, AIG Office of the General Counsel – Global Operations
    Maureen Harms, Associate General Counsel & Managing Counsel, 3M Company
    Gage Johnson, Senior Vice President, General Counsel & Secretary, Paramount Group

    12:00 PM
    Networking Luncheon
    1:00 PM
    Break
    1:15 PM
    Breakout #1: Divergent Designs: The New Responsibilities of the Relationship Partner - Part II (Breakout)

    Continuing a conversation from last year’s program, this session examines the splintering roles of law firm relationship partners throughout the AmLaw 200. What factors contribute to the divergent philosophies in place at eminently successful firms? Why is one approach more effective for a given organization than another? How is each firm’s broader business development strategy impacted by the responsibilities of its relationship partners?

    Moderator:
    Jonathan Fitzgarrald, Managing Partner, Equinox Strategy Partners

    Panelists:
    Jason Grunfeld, Partner & Head of Business Development, Kleinberg, Kaplan, Wolff & Cohen, P.C.
    Randall S. Leff, Co-Managing Partner, Ervin Cohen & Jessup LLP
    Richard Ormond, Shareholder, Buchalter, P.C.

    Breakout #2: Time & Tide: Examining the Maturing Sales Team Presence in Law Firms (Breakout)

    At first blush, law firm management—including many partners—may cringe at the prospect of hiring a professional sales team. After all, sales personnel, no matter how senior their position, often carry a stigma ostensibly at odds with the culture of “respectable” law practice. In truth, however, firms who invest in a seasoned sales professional have seen remarkable gains in new client development and the overall ability of their partners to generate business. This breakout offers a frank assessment of the rising value of dedicated sales teams in law firms today.

    Key discussion points include:

    • Building a compelling business case to combat partner/executive skepticism
    • Understanding the best professional sales profile for your firm
    • Identifying appropriate reporting structures for sales personnel
    • Establishing goals and quantifiable success for the first year and beyond

    Moderator:
    Silvia L. Coulter, Principal, LawVision Group, LLC

    Panelists:
    Bob Bratt, Chief Operating Officer & Executive Director, US Operations, DLA Piper
    Greg Fleischmann, Chief Marketing Officer, Lowenstein Sandler LLP
    Hans Haglund, Chief Business Development & Marketing Officer, Blank Rome LLP
    Stephanie Hinrichs, Director of Client Service, Womble Bond Dickinson (US) LLP

    Breakout #3: Greener Pastures: Recalibrating Talent & Business Development Models Across the Firm (Breakout)

    The departure of influential partners—or even entire practice groups—is a cruel reality in today’s legal market. How law firm management responds to these developments is extremely important, especially when considering the potential impact on customer relations and overall strategic growth. This panel examines best practices in change management and customer engagement in large and small firms. Our faculty will debate best practices around redeploying or recruiting new talent and engaging customers throughout the transition.

    Moderator:
    Mark Beese, President, Leadership for Lawyers LLC

    Panelists:
    Richard J. Cohen, Founder & Managing Partner, Goldberg Segalla
    Patrick Fuller, Vice President, Legal, ALM Intelligence
    John Sterling, Chief Marketing Officer, Sterne, Kessler, Goldstein & Fox PLLC
    Mary K. Young, Partner, Zeughauser Group LLC

    2:30 PM
    Break
    2:45 PM
    Stranger Things: Regulation, Risk & the Uncertain Corporate Landscape

    The unfolding spectacle in our nation’s capital has done little to ease concerns about the volatile and largely unpredictable regulatory environment facing today’s corporate entities. Federal lawmakers, caught up in increasingly partisan histrionics, appear stuck between a rock and a hard place as looming trade wars and strained geopolitical relations continue to roil financial markets. This highlight conversation offers candid insight around macroeconomic and national headwinds influencing today’s business climate. Our panel will opine on what law firm marketing leaders must consider when anticipating the short- and long-term needs of their clients.

    Moderator:
    Jennifer Schaller, Managing Director & Co-Founder, National Law Review

    Panelists:
    Cheryl Graden, Senior Vice President, Group Head of Legal and Business Affairs & Corporate Secretary, TMX Group
    Naveen Parmar, Director, Government Relations, Nationwide Insurance
    Meredith Ritchie, Vice President, General Counsel & Chief Ethics Officer, Alliant Credit Union
    Peter Robertson, General Counsel, The Pebble Partnership
    Audrey Rubin, Vice President & Chief Operating Officer, Law and Compliance Department, Aon Corporation

    4:00 PM
    Break
    4:15 PM
    Industry Breakout #1: Breaking Dawn: A Pharma & Life Sciences Roundtable (Breakout)

    Optimism is high for the pharmaceutical and life sciences industry as the advent of mobile technologies and lucrative business partnerships augur an era of accelerating transformation. The way one industry participant sees it, every pharmaceutical and life sciences company is simultaneously a data and technology hub subject to myriad regulatory guidelines and attendant risk that underscores the need for legal counsel. This roundtable examines forces of innovation, opportunity, risk and liability as viewed by a panel of esteemed in-house lawyers.

    Panelists:
    Garlan Adams, Vice President & General Counsel, Avanir Pharmaceuticals, Inc.
    Justin Ergler, Director, Alternative Fee Intelligence & Analytics, GlaxoSmithKline plc

    Industry Breakout #2: Halcyon Days: A Financial Services Roundtable (Breakout)

    It goes without saying that the financial services sector is in a state of perpetual flux. (R)evolutionary developments in technology and (de)regulation have created abundant opportunities—if not additional challenges—for in-house legal and compliance professionals. This roundtable features a candid conversation between corporate counsel from all corridors of financial services. Participants are invited to engage our faculty on key pressure points for the new calendar year.

    Panelists:
    Liza Kostinskaya, Head of Legal, Gusto

    Industry Breakout #3: A Perfect Storm: An Energy Sector Roundtable (Breakout)

    Much like their life sciences and financial services brethren, energy companies find themselves grappling with a widening gyre of uncertainty and change. Indeed, despite a relative waning of market volatility from previous years, the energy sector’s transition toward a (seemingly incongruous) global yet centralizing identity carries with it a litany of new complexities—distribution, taxation, regulation, litigation—fraught with risk. Please join us for a lively conversation about key challenges facing this vibrant industry.

    Panelists:
    Rose Bowlus, Assistant General Counsel, Calpine Energy Solutions, LLC
    Romulo L. Diaz, Jr., Vice President & General Counsel, PECO Energy Company
    Tyrone Thomas, Associate General Counsel, Invenergy LLC
    Peter Robertson, General Counsel, The Pebble Partnership

    5:15 PM
    The Grand Reception

    Please join us for our cocktails and canapés as we reflect upon the day’s discussions. Spouses and significant others are welcome.

    Friday, Jan 25

    8:30 AM
    Breakfast

    Please join us for breakfast and four fifteenminute presentations as we kick off our Friday program.

     

    8:30 AM
    Sponsor Talk #1: Tell Better Stories: Secrets from One of Hollywood’s Greatest Writers (Breakout)

    Stories are the number one way to build brands and make every presentation, pitch or CLE seminar truly compelling. Leveraging insights from renowned screenwriter Robert McKee, this presentation shares five key concepts every CEO, Managing Partner or marketing executive needs to master in advance of their next engagement. Is your firm doing enough to enthrall or captivate its clients?

    Presenter:
    Adrian Dayton, Esq., Founder & Chief Executive Officer, Clearview Social, Inc.

    Sponsor Talk #2: Who Do My Colleagues Know? Maximizing the Value of Firm-Wide Relationships (Breakout)

    Most law firms struggle to uncover who their colleagues know at key prospects and clients. Without proper technology or workflow processes, lawyers waste valuable time engaging their peers to see who has the strongest relationship, all while losing ground on their firm’s ability to increase client retention or win new work. This session draws directly from leading law firms who have mastered relationship intelligence across the enterprise. Attendees will walk away with clear ideas on how to jump-start an action plan to further their own digital transformation.

    Presenter:
    Joe Przybyla, Sales Director, Introhive

    Sponsor Talk #3: Market Positioning: The First Step in Differentiating Your Firm (Breakout)

    The most effective way to market and promote one’s firm is through clear, concise messaging. Unfortunately, many legal service providers struggle to discern what is or is not crucial in their go-to-market positioning.  This presentation helps law firm executives differentiate their services and position themselves for success even before embarking on their next big marketing project.

    Presenter:
    Robert Algeri
    , Partner & Co-Founder, Great Jakes

    Sponsor Talk #4: What Clients Want: Legal Trends and Growth Opportunities in 2019 (Breakout)

    Learn what’s hot and what’s not in JD Supra’s Legal Trends Report for 2019. Among other insights, the report shines a spotlight on legal topics with the most significant uptick in interest during 2018, including emerging growth opportunities in key industries, hot practice areas, and emerging issues of the day. One part data dive, one part rumination on the power of intelligence to build internal consensus, inform strategy, and support business growth, this presentation offers attendees critical guidance for the new calendar year.

    Presenter:
    Adrian Lurssen, Co-Founder, JD Supra

    9:30 AM
    Friday Morning Keynote: The Edge of Chaos

    Ours is now an era of profound global unrest. Indeed, since the 2008 financial crisis, corridors of political anxiety in both mature and emerging markets have threatened to derail historic (and admittedly fragile) momentum toward economic prosperity and health. What is one to make of our current state of affairs? How healthy is the global economy in an era marred by increasingly divisive politics and high-profile protests against EU-sanctioned austerity, open-door policies for refugees, opposition to the Transatlantic Trade and Investment Partnership (TTIP), or expanding economic inequality? Please join us as the Thomson Reuters Legal Executive Institute proudly welcomes Dr. Dambisa Moyo, one of the world’s most revered economists and best-selling authors, for a provocative keynote address based upon her latest research.

    Presenter:
    Dr. Dambisa Moyo, Global Economist and Best-Selling Author

    10:30 AM
    Break & Announcement of Prize Winners
    10:45 AM
    Breakout #1: A House Divided: Assessing Employee Compensation Models Across the Firm (Breakout)

    In an era where law firm dissolutions and the revolving door of partnerships are par for the course, law firm executives must uphold their fiduciary duty to ensure that their current employee compensation model is suitably bespoke. This conversation looks inward to examine whether or not law firms are deploying the best compensation model for their talent. Talent acquisition is expensive. Is entering the salary wars, whether for operations/business professionals or for associates and laterals, truly the best approach for members of the AmLaw 200? Have law firms done enough to align a culture where client service and “smart collaboration” (to borrow a phrase from Dr. Heidi K. Gardner) coalesce with individual performance?

    Moderator:
    Rod Osborne, Managing Director, Law Firm Management, Major, Lindsey & Africa

    Panelists:
    Joshua M. Davis, Director & Business Development Co-Chair, Goulston & Storrs PC
    Todd Noteboom, Partner, Member of the Executive Committee & Co-Chair, Financial Services and Insurance Industry Group, Stinson Leonard Street LLP
    Steven Poor, Partner & Chair Emeritus, Seyfarth Shaw LLP
    Catherine Zinn, Chief Client Officer, Orrick, Herrington & Sutcliffe LLP

    Breakout #2: Practically Speaking: Mastering Small Data in Law Firms (Breakout)

    Discussions on topics like artificial intelligence and big data may be interesting and sexy, but not every law firm is prepared to spend the requisite capital required to make this  investment worthwhile. Instead, many firms have turned toward the mastery of small data as an effective means of growing their business. This session offers concrete solutions for firms seeking to more effectively leverage their customer relationships and overall experience data.

    Key presentation themes include:

    • Best practices for collecting, harnessing and cataloging the firm’s most important relationships and experience
    • Strategies for leveraging small data in business development and marketing efforts
    • A look at how and why relationship and experience data is important to potential clients and how they use data to hire outside counsel

    Moderator:
    Chris Fritsch, Business Development Consultant & Founder, CLIENTSFirst Consulting

    Panelists:
    Clinton Gary, Chief Strategy & Business Development Officer, Burr & Forman LLP
    Lisa Gianakos, Director of Practice Technology Solutions, Pillsbury Winthrop Shaw Pittman LLP
    Bree Johnson, Chief Strategy, Pricing & LPM Officer, Robins Kaplan LLP
    Paula Zirinsky, Global Chief Marketing Officer, K2 Intelligence

    12:00 PM
    Bloody Mary Brunch

    Please join us for a convivial networking brunch as our Marketing Partner Forum concludes with brunch & cocktails along the California coast.

    Dr. Dambisa Moyo

    Global Economist & Best-Selling Author

    View Faculty Page

    Accreditation

    The Ritz-Carlton Laguna Niguel

    One Ritz-Carlton Drive
    Dana Point, CA 92629
    949-240-2000

    PAID ATTENDEES:

    As part of your conference registration, Thomson Reuters will pay for 2 nights hotel room (including resort fee and taxes) at The Ritz-Carlton Laguna Niguel. Please include your estimated arrival and departure dates on the registration form, and we will book the reservation on your behalf. Emails containing hotel confirmation numbers will be issued beginning in September 2018.

    If your plans change and/or you wish to take advantage of the group guest room rate ($349/night plus a discounted $20/night resort fee, plus taxes) for an extended stay, please contact the hotel directly at 949.240.2000 or 877.266.6065 and provide them with your confirmation number (after receiving this from us). Our negotiated guest room rate of $349/night plus a discounted $20/night resort fee, plus taxes is in effect through Sunday, January 27. You will be asked to provide credit card information for additional nights.

    For questions regarding hotel rooms, please contact LEI@thomsonreuters.com.

    HOTEL CANCELLATION/MODIFICATION POLICY: RESERVATIONS MUST BE CANCELED/MODIFIED 7 DAYS PRIOR TO ARRIVAL TO AVOID A PENALTY.

     

    FACULTY, SPONSORS  & SPONSOR GUESTS

    We have reserved a block of rooms at a negotiated group rate of $349/night plus a discounted $20/night resort fee, plus taxes. For guest room reservations at the group rate, please visit our dedicated booking link:

    https://aws.passkey.com/go/AnnualMarketingPartnerForum

    Alternatively, you may call The Ritz-Carlton Laguna Niguel at 949.240.2000 or 877.266.6065 and reference the “2019 Marketing Partner Forum”. The cut-off date for guest room reservations is Friday, December 21, 2018. Rooms are subject to availability. For questions regarding hotel rooms, please contact LEI@thomsonreuters.comHOTEL CANCELLATION/MODIFICATION POLICY: RESERVATIONS MUST BE CANCELED/MODIFIED 7 DAYS PRIOR TO ARRIVAL TO AVOID A PENALTY.

    Resort Fee Inclusions

    -Wireless, high-speed internet access in guest rooms and common areas

    -Unlimited local telephone calls in Southern California

    -24-hour computer access to the Private Business Centers

    -Daily Yoga and Pilates classes in the Gazebo overlooking the Pacific Ocean

    -Individual guest use of The Ritz-Carlton Spa’s sauna and steam rooms

    -Shuttle service to and from Salt Creek Beach on an individual guest request basis (not applicable to group transfers)

    -Access to the resort’s Beach Butler Service and use of beach recreation equipment including fins, towel service, umbrellas, and beach chairs

    -Unlimited use of the Tennis Courts including rackets. Tournament and clinic fees are additional

    -Preferred golf tee-times at Monarch Beach Golf Links, including shuttle service and golf bag storage on an individual guest request basis (not applicable to group transfers)

    -Participation in the resort’s scheduled “Garden” and “Connect the Dots” Eco-Adventure Tour (Sunday through Friday)


    Check In/Check Out

    Check-in is at 4:00PM and check-out is at 11:00AM.

    Parking

    Overnight parking has been discounted to $25 per vehicle per night for group attendees (reduced from $40).

    Airports

    • John Wayne/Orange County Airport (SNA): 25 minutes, 23 miles
    • Long Beach Airport (LGB): 45 minutes, 44 miles
    • Los Angeles International Airport (LAX): 60 minutes, 63 miles
    • San Diego Lindbergh Field Airport (SAN): 75 minutes, 67 miles

    The Ritz-Carlton, Laguna Niguel is proud to use Best Chauffeured Worldwide as our provider of guest limousine, sedan and van transportation needs. Special needs and services (i.e. car seats, elderly or child travelers, etc.) are easily accommodated. For individual/leisure guest transportation reservations and pricing, please contact the Concierge Desk at (949) 240-2000 ext 5360. Rates, information and vehicle details are subject to change.

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