BD InstituteBY THE ACKERT ADVISORY

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BD Institute A Business Development Training Program for Law Firm Professionals

The Business Development Institute is a 3-month remote training course that provides legal marketers with the knowledge, confidence, and resources that drive successful BD initiatives. The upcoming semester will focus on how to leverage the latest legal marketing technology for better business results.

Participants will actively engage in a series of five webinars covering topics ranging from CI and CRM to content marketing and BD gamification. The program includes an optional networking event that offers all BDI participants and graduates the opportunity to develop a peer network and take advantage of a discussion forum for sharing best practices. The program will impart strategic insights and actionable takeaways on the following topics:

• The Technology Horizon: Essential Platforms for Law Firm Marketers

• Connecting the Dots Between Technology and Business Results • Analytics on Steroids: Business Insights that Drive Smarter

Decisions • Social Media: How to Turn Reluctant Lawyers into Marketing

Machines • Gamification: Using Technology to Motivate and Track Results

Enrollment in BDI entitles participants to the following:

• Access to all 4 webinars, the final capstone session, and an invitation to the annual Alumni Event

• Access to select training tutorials from Practice Boomers, the award-winning business development e-learning curriculum

• Access to Practice Pipeline, the simple business development software platform for lawyers

• An official certificate of completion that can be added to participants’ resumes and LinkedIn profiles

• Access to the alumni directory for ongoing peer networking and idea exchange

Session 1. The Technology Horizon: Essential Platforms for Law Firm Marketers ( July 7th, 2016)

In this session you will discover the latest technology solutions to your law firm’s challenges. From ERM to CRM to CI and beyond, learn about the tools that are helping firms market smarter.

Program Schedule

Session 2. Connecting the Dots Between Technology and Business Results ( July 20th, 2016)

Hear some real life examples that showcase how using the right systems can enable you to make better use of human and financial resources, and drive more revenue as a result.

Session 3. Analytics on Steroids: Actionable Website Data that Drives New Business (August 9th, 2016)

Discover how next-generation website analytics will help your attorneys grow their practices and transform the field of legal marketing from an art to a science.

Session 4. Social Media: How to Turn Reluctant Lawyers into Marketing Machines (August 25th, 2016)

A tactical overview of the 10 social networking skills today’s lawyer must have in order to stay relevant in the social media landscape.

Alumni Event: Networking Mixer April 10th, 2016, evening

In addition to providing core skills and certification, the BDI program was developed with the understanding that peer networking is an integral part of career growth for business development professionals. After the conclusion of the 3-month training portion of the program, The Ackert Advisory will host an annual event for all BDI graduates.

The event will offer an exclusive opportunity for BDI graduates to take advantage of a peer network and discussion forum for sharing advice and best practices. All current and former BDI graduates are welcome to attend.

Further details, including date and location, will be forthcoming upon enrollment in the program.

Contact Olivia Cowenhoven at (818) 804-5491 x107 or olivia@ackertinc.com with any questions.

Session 5. Gamification: Using Technology to Motivate and Track Results (September 13th, 2016)

In our final session your will learn about the gamification techniques that shift lawyer mindset and behavior. You will also have an opportunity to hear from other firms as they share their technology challenges and successes. 

Program Schedule Continued

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The Ackert Advisory offers participants the opportunity to expand their professional credentials by becoming a certified BDI graduate. This certification can be added to their resumes and LinkedIn pages, demonstrating their mastery of the core principles of training and strategy essential to effective performance in a business development role.

We recognize that law firm professionals have full and often unpredictable schedules so we have tried to make the requirements for completion as manageable as possible. At the same time, in order for the program to be valuable to its participants, there must be a reasonable commitment to the curriculum. We expect participants to make every effort to attend all sessions, however in some cases a review of the recorded session will be allowed in lieu of attendance.

The following requirements must be fulfilled in order to receive a certification of completion from the Business Development Institute.

1. Watch assigned video tutorials (each tutorial has a running length of approximately 4 minutes).

2. Attend all webinar sessions or review the webinar recordings 3. Attend the Capstone Session (live attendance mandatory) 4. Complete the final assessment, which includes a checklist of

takeaways and a brief essay on your application of the techniques from BDI.

BDI Certification

Registration Membership in the Business Development Institute is limited. The deadline for registration is Wednesday, July 6th.

If you or someone at your firm would benefit from participating in BDI, visit https://www.ackertadvisory.com/bdi-registration-form/ to reserve your seat.

If you would like to register more than one person at your firm, simply indicate the number of participants on the registration form above, and send each registrant’s name and email to olivia@ackertinc.com.

The BDI registration fee is $750, which is the total cost of the 3-month program. We are offering an early bird discount of $650 until June 23rd, 2016.

If you have any questions, contact Olivia Cowenhoven at olivia@ackertinc.com or (818) 804-5491 x107.

Adam Stock is the Chief Marketing and Client Services Officer at Allen Matkins. Adam leads marketing and client development initiatives for firm members as well as practice areas and industry groups. He oversees the firm’s branding, external communications and client relationship support. Prior to joining Allen Matkins, Adam was the Chief Sales and Marketing Officer at Dorsey and Whitney LLP.

Adrian Dayton, JD, is the Founder of ClearView Social, the first ever social sharing software designed specifically for lawyers. Adrian is an internationally recognized speaker on social media and business development. He has trained over 10,000 professionals in the US, UK, Canada and Australia on LinkedIn and successful social media use. He writes a column on social media for the National Law Journal

and is the author of two books, LinkedIn & Blogs for Lawyers: Building High Value Relationships in a Digital Age (West 2012), co-authored by Amy Knapp and Social Media for Lawyers: Twitter Edition (ARK 2009).

David Ackert, MA, is the President of The Ackert Advisory and a mentor to high-achieving professionals in the legal, corporate, finance, and accounting sectors. David has advised hundreds of lawyers, CEOs and professional-services executives on overcoming business development and marketing challenges. He has developed and implemented business

development programs for countless firms, from AmLaw 100s to local boutiques. Widely recognized as an e-learning pioneer in the legal field, David is the founder of Practice Boomers, a business development e-learning program and two-time winner of the Legal Marketing Association’s “Your Honor Award.” He is also the founder of Practice Pipeline, a pipeline management software platform that incorporates business development coaching. The combination of technology and coaching has become a hallmark of his programs.

BDI Faculty

Jacqueline Madarang is the Marketing Technology Manager at Bradley Arant Boult Cummings LLP, an AmLaw 200 law firm with over 500 attorneys. She leads the firm’s digital marketing efforts, works with firm wide attorneys and focuses on developing digital, social and communications programs that further business development objectives. She manages all marketing technology tools, including the implementation of new tools firm wide to assist in

marketing and business development.

Robert Algeri is a Partner and Co-founder at Great Jakes, a marketing firm that has been introducing new ideas for the websites of mid-size and large law firms. One such idea is the use of “Attorney Microsites”— small, highly customizable websites for each attorney that fit within the firm’s larger website. He writes and speak on trends and issues relating to legal marketing and is the co-author of The Great Jakes

Blog.

Sunny Bane is the Director of Marketing Operations at DLA Piper, the second largest law firm in the world by revenue. She oversees marketing-related technology, manages the department budget, and develops tools and programs designed to support the strategic growth and business objectives of the firm. She is a frequent speaker on how legal marketing technology can drive new business for law firms.

BDI Faculty