Forum Preview: Driving Revenue through Business Intelligence at the 25th Annual Marketing Partner Forum

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Silver anniversaries, like silver bells, augur significant moments on the calendar. Next month, The 25th Annual Marketing Partner Forum returns to Terranea Resort in Rancho Palos Verdes, Calif., for a comprehensive program on the role of business intelligence across the legal profession. The Forum examines both the client and law firm perspective on how data analytics is helping inform process improvement, productivity, efficiency and profitability at a time when impinging forces of global competition and regulatory change are roiling the status quo.

Highlights from the Day 1 of the Forum include three executive workshops on lawyer compensation, financial performance and partner succession planning, facilitated by a diverse group of law firm leaders. Participants will work together in interactive settings designed to build upon their professional and legal expertise. Following these workshops, attendees can choose from one of four lively roundtables — including the opening session of this year’s Solo & Small Law Firm Track — that are focused on global industry developments.

Day 2 kicks off with a 7 am networking run/walk along Terranea’s scenic terrain and a presentation of the notable takeaways from our annual Marketing Partner Forum Survey. Later that morning, attendees will be treated to “A Law Firm Performance Report Card”, discussed by a panel of experts, including Samuel Eberts III, Chief Legal Officer, Corporate Secretary & Senior Vice President of Corporate Affairs at Laboratory Corporate of America Holdings; Monica A. Johnson, Assistant General Counsel at Ventura Foods; Joseph H. Otterstetter, Managing Counsel & Associate General Counsel at 3M; and Neil Rosolinsky, Deputy General Counsel for Litigation and Employment at Citizens Financial Group. Samir Bhavsar, Partner & Deputy Department Chair of Intellectual Property at Baker Botts will moderate.


You can register for the 25th Annual Marketing Partner Forum here.


Our afternoon program features three more breakout discussions around the new legal buyer, practice specialization & segmentation, and integrating legal project management in law firm business development. These sessions will be followed by an engrossing conversation on law firm data-driven initiatives, featuring a panel comprised of Bennet Borden, Partner & Chief Data Scientist at Drinker Biddle & Reath; Dr. Andrew Duchon, Data Scientist at Manzama; Kimberly Leach Johnson, Partner & Firm Chair at Quarles & Brady; and Tim Murphy, Partner & Co-Chair of Aboriginal, Government Relations, Project Finance, Infrastructure & Energy at McMillan; and Dr. Zev J. Eigen, Global Director of Data Analytics at Littler Mendelson. That panel will be moderated by Peter Ozolin, Co-Founder, CEO & Chairman of Manzama.

New this year on Day 2 are four Special Interest Roundtables spanning philosophical and practical inquiries about the business of law. Anyone interested in wellness initiatives, multi-generational workforce management, experience management systems and analytics-strategies around “new” social media should plan to attend.

Last, but not least, Day 3 begins with a TED-Talk-style breakfast and plenary address from Capt. Richard Phillips, whose harrowing ordeal while held hostage by Somali pirates played out on national television and inspired the Tom Hanks-led Hollywood hit Captain Phillips in 2013. Closing out this year’s Forum are two timely breakout discussions around conducting an effective marketing and business development audit and addressing the value of culture as a selling point in legal business development. Suffice to say, both sessions are poised to deliver ample food for thought well into the new year.


Legal Executive Institute sends its condolences to all those impacted by the devastating wildfires in southern California. Our thoughts are with the brave emergency responders and displaced residents throughout the region. We are closely monitoring the potential repercussions of the wildfire on our January program and will advise on any developments.