Agenda

Home Sponsors Agenda

Monday, November 13

12:00 p.m.

Registration

Location: Great Hall
1:30 –
5:00 p.m.

LMANext Pre-Con:

Location: Studio I

The Tech West LMA Next PreCon will be an education-packed afternoon focused on harnessing AI to increase your efficiency and success and how to enhance your personal brand using LinkedIn.

1:30 – 3 p.m.

Channel Your Superpowers with Your Personal Brand

Jennifer Ramsey,
Stage
3 – 3:15 p.m.

Break

3:15 – 4:45 p.m.

ChatGPT Unveiled: Harnessing AI for Legal Marketing Success

Jylian Ibsen,
Pitchly
1:00 –
5:00 p.m.

CMO Pre-Con:

Location: Studio II

The Tech West CMO PreCon will be an action-packed afternoon focused around the latest topics on every marketing leader’s mind including Gen AI, powerful collaboration with your CIO and change management. In this closed-door setting, each interactive session will include opportunities to share, collaborate and learn from your peers.


1 – 2:00 p.m.

CMO/CIO Fishbowl: Exploring Strategies for Collaboration and Innovation in Legal Marketing

Brian Maury, CIO at Munger,
Tolles & Olson LLP

Catherine Zinn,
Chief Client Officer, Baker Botts
2 – 2:15 p.m.

Break

2:15 – 3:15 p.m.

New Technology Adoption

Naveen Pai,
Chief Knowledge Officer, Gunderson Dettmer

Monica Rodriguez Kuniyoshi,
Chief Marketing Officer, Gunderson Dettmer
3:15 – 3:30 p.m.

Break

3:30 – 4:30 p.m.

If it Moves, it’s Marketing: Being a Change Agent in a Law Firm

Mark Beese,
Leadership for Lawyers
6:00 –
7:30 p.m.

Welcome Reception

Location: Starview

Tuesday, November 14

7:00 a.m. –
6:30 p.m.

Registration

Location: Great Hall
7:00 –
8:30 a.m.

Breakfast

Location: Grand Ballroom
8:00 –
8:15 a.m.

Welcome Remarks

Location: Grand Ballroom
Cynthia Voth,
Chief Client Officer

Miller Nash,
President West Region
8:15 –
9:00 a.m.

General Session

Turning Data Into Dollars: Legal Marketing's Data-Driven Transformation

Location: Grand Ballroom
Tom Baldwin,
Entegrata, Inc.
9:00 –
9:20 a.m.

Networking Break

Location: Great Hall
9:20 –
10:10 a.m.

Law Firm Websites: Trends and Essential Elements

Location: Studio I
Robert Algeri,
Great Jakes

Per Casey,
Tenrec

Lynn Foley,
fSquared Marketing

Morgan MacLeod,
Cubicle Fugitive

Data Greatness - Easier Than You Think

Location: Studio II

This session aims to demystify the notion that implementing data-driven strategies in marketing and business development is challenging or reserved for the tech-savvy elite. By highlighting that "random acts of marketing"; can be strategic when coupled with a structured data capture approach, we'll demonstrate the tangible benefits the panel will explore and some of the outputs that can be derived from using data across marketing and BD (The Why).

Andrew Hutchinson,
Databall

Allyson Drysdale,
Director of Business & Client Intelligence, Finnegan, Henderson, Farabow, Garett & Dunner, LLP

Aja Hendrix,
Marketing Technology Manager, Pillsbury Winthrop Shaw Pittman LLP

Innovative Approaches to Client Relationship Management (CRM): Let Lawyers Be Lawyers: Using Automation to Redefine, and Achieve, CRM Success

Location: Producer/Director/Writer

For decades, respected research organizations have been suggesting that up to 70+% of CRM implementations fail to meet expectations. In law firms, it’s easily 90+%. But why…? Join us to find out and to hear what some leading law firms are doing to ensure CRM success.

Chris Fritsch,
CLIENTSfirst Consulting

Jacqueline Madarang,
Director Marketing Technology & Operations, Bracewell LLP

Steve Tyndall,
Client Sense

Leslie Noakes,
Director Marketing Operations, Lathrop GPM
10:10 –
10:30 a.m.

Networking Break

Location: Great Hall
10:30 –
11:20 a.m.

The Future of Advanced Relationship Science and ERM – Your Firm’s New Secret Weapon

Location: Studio I

Signature capture and relationship scoring were once ahead of their time. They helped us capture missing contacts and have a sense of possible existing relationships. Still, most large and small law firms have only scratched the surface of interactive data cleansing and relationship science. By now combining years of ERM deployments, new advances in AI, cloud and API as well as extremely imaginative deployments, welcome to a brave new world where law firm relationship development and maintenance has never gone before.

Richard Hefner,
Manager Marketing Technology, Latham & Watkins

Djibril Anthony,
Senior Marketing Manager Knowledge Sharing, Covington & Burling LLP

Mary Eklund,
Marketing Technology Manager, Akin Gump Strauss Hauer & Feld LLP

Chris Landry,
SigParser

Google Analytics 4 & Maximizing Your Content

Location: Studio II
Jessica Aries,
JD, Digital Marketing Strategist + Consultant, By Aries, By Aries

Sheenika Gandhi,
Chief Marketing Officer, Greenberg Glusker LLP

Get With It Already! Creating Digital Marketing Infrastructure

Location: Producer/Director/Writer
Robyn Addis,
Legal Internet Solutions Inc.
11:20 –
11:30 a.m.

Networking Break

Location: Great Hall
11:30 –
11:45 a.m.

Tech Demo - Lou by LexBlog, Inc.

Location: Studio I

Powered by the ChatGPT API, Lou is an AI assistant specifically made to suit legal professionals and their digital publishing efforts. Accessible directly from—and interwoven in—the publishing platform, your firm’s blogging attorneys and other legal professionals can utilize our suite of tools to improve their efficiency and consistency in blogging to amplify their passion and advance the law.

Tech Demo - TRĒ by CLIENTSFirst Consulting

Location: Studio II

Chris Fritsch from CLIENTSFirst Consulting/Greenfield Opus is demonstrating how firms can grow on TRĒ, a new software for contact and relationship management… ReImagined. TRĒ is not a CRM. (It’s better!) It's a Tool for Relationship Expansion, built from the ground up and specifically developed for the needs of smaller and midsize firms to provide the all the benefits of CRM without all the challenges and costs.

11:45 a.m. –
12:30 p.m.

Networking Lunch

Location: Grand Ballroom
12:30 –
12:45 p.m.

Artificial Comedy: Data, Dogma, and the Digital Dance

Location: Grand Ballroom
Brenda Pontiff
12:45 –
1:45 p.m.

General Session

The Legal Profession Redefined: Understanding the Profound Risks and Rewards of Gen AI

Location: Grand Ballroom

In today's digital age, legal marketing has evolved into a dynamic field where harnessing the power of generative artificial intelligence (AI) is no longer an option but a necessity. Join us for an engaging panel where esteemed experts from the legal industry will delve into the transformative world of generative AI, how to prepare for the road ahead, and its application in marketing efforts.

Gina Furia Rubel,
Furia Rubel Communications, Inc

Peter Daniel, JD, Partner & General
Counsel, Lathrop GPM

Nicolette Martz,
Head of Privacy CIPP/US, Yelp

Hank Grezlak,
American Lawyer Media
1:45 –
2:00 p.m.

Networking Break

Location: Great Hall
2:00 –
2:50 p.m.

Revolutionizing Legal Business Development With ChatGPT: A Hands-On Experience

Location: Studio I

The landscape of legal business development is shifting, and traditional methods alone won't cut it anymore. Join us for an interactive, power-packed session that reveals how to leverage ChatGPT for your attorneys' business development needs. Witness live demonstrations of ChatGPT crafting personalized notes, email drafts, LinkedIn interactions, and even prepping attorneys for client meetings. No smoke and mirrors, just real-time results, and actionable insights.

Lana Manganiello,
JD, Equinox Strategy Partners

Purnima Gupta,
Business Development Specialist, Greenberg Glusker LLP

Jennifer Ramsey,
Co-Founder + Principal, stage

Deeper Data Yields Deeper Experience Insights: Mining Unstructured Data

Location: Studio II

We have all seen client expectations change dramatically over the last two decades, and the best systems for effective experience management have evolved in response. But even with these tools, successful use still requires significant manual input and analysis by various individuals and departments. In this program, Barry Solomon of Litera and Sheri Collins of White & Case will examine how top firms have risen to this challenge, and discuss how AI is poised to transform our marketing stack once again.

Barry Solomon,
Litera

Sheri Collins,
Senior Manager Web & Digital, White & Case

Innovation in Time of Austerity

Location: Producer/Director/Writer

In today's challenging financial environment, firms are faced with the need to adapt and innovate while operating within tight budgets. This program aims to empower businesses to navigate these constraints and develop effective Marketing Technology (MarTech) strategies that position them for success. By leveraging existing tools and resources, participants will learn how to analyze digital engagement, prioritize initiatives, assess their MarTech stack, and understand the importance of data quality.

Scott Winter,
Index Solutions

Michelle Woodyear,
Director Digital Marketing, Covington Burling LLP
2:50 –
3:00 p.m.

Networking Break

Location: Great Hall
3:00 –
3:15 p.m.

Tech Demo - CP Deals and Cases KM by Content Pilot LLC

Location: Studio I

Without relevant experience to evaluate, buyers of legal services will not hire you. It’s that simple. CP Deals and Cases KM is a dynamic experience database that gives lawyers and business development teams the power to document, search, sort, manage and package market- leading experience and your most relevant successes. Our new Knowledge Management edition expands upon our precedent-setting experience management system into the areas of knowledge management and matter pricing – offering a 360-degree view of every matter; lawyer; and client, practice and, industry team.

Tech Demo - Inform54 by Society 54, LLC

Location: Studio II

Inform54, award winning technology platform built for the legal industry powered by Society 54, seamlessly integrates data analytics and project management to enhance productivity. With the incorporation of gamification elements, this innovative solution not only streamlines processes, enhances decision-making, and fosters efficiency but also transforms the approach legal marketing teams and attorneys take in leveraging technology for strategic growth.

InsightsPlus by Kaitongo Inc.

Location: Producer/Writer/Director

In Professional Services, business is won by building and nurturing trusted relationships with clients and prospects. Powered by GPT, Kaitongo Insights platform aggregates, refines and structures news from hundreds of sources to provide Attorneys and BD Directors high value insights about their prospects/clients and the industries they operate in. Combined with ChatGPT API, Attorneys and BD Directors can generate Email and LinkedIn post drafts, company summaries and Thought Leadership ideas – high value content to power their client development, brand building and thought leadership efforts. Kaitongo integrates with leading CRM and ERM platforms so content is available within existing workflows and technology stacks.

3:15 –
3:45 p.m.

Networking Break

Location: Great Hall
3:45 –
4:45 p.m.

Building an AI Roadmap for Marketing and Business Development

Location: Studio I

In this thought-provoking session, we will discuss issues surrounding this transformation horizon and explore considerations and best practices for building an AI roadmap. We will walk through identifying processes that can be substantively improved through AI tools, as well as finding appropriate tools to fill any gaps.

Jason Noble,
ikaun

Tom Baldwin,
Entegrata, Inc.

Activate Intelligence to Drive Business Development Results

Location: Studio II
Christoper Raymond,
Intapp

Terra Liddell,
Chief Marketing Officer, Finnegan, Henderson, Farabow, Garett & Dunner LLP
4:45 –
6:00 p.m.

Closing Reception

Location: Great Hall
6:00 –
6:30 p.m.

Exhibit Hall Sponsor Tear-Down

Location: Great Hall