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GRO PRO 20/20: DEPLOYING SUCCESSFUL MARKETING AND BUSINESS DEVELOPMENT STRATEGIES IN AN ERA OF CONSTANT CHANGE

Innovation-driven Growth • Navigating Disruptive Forces

To register: www.gropro2020.com

June 14, 2016 • Convene • New York

SOCIAL SPONSOR ASSOCIATE SPONSOR

FOUNDING SPONSORS SUPPORTING SPONSOR

FEATURING THE UNIQUE INSIGHTS OF:

Gil WolchockDirector of Sales, InterActionLexisNexis

Angela Meyer Vice President, Client Services Exponent

Brian MiskeChief Marketing Officer, CanadaKPMG LLP

Chris SurdakVice President, Analytics Oracle

Jill WeberChief Marketing & BD OfficerStinson Leonard Street

Jeff MeisterPrincipal ConsultantSonoma Partners

James Durham Chief Marketing & Business Dev. Officer Littler Mendelson P.C.

Jonathan Margulies Managing Director Winterberry Group

Shannon PrownDirector, Business Development & Marketing-Litigation Morgan, Lewis & Bockius LLP

Jeffrey J. Berardi Chief Marketing Officer K&L Gates LLP

ABOUT MOMENTUM

HOW WE DIFFERMomentum is an international company that is on a mission to make attending conferences truly valuable again. By providing every delegate with the highest quality speakers, content and format, full access to the attendee list via Momentum Connect, complimentary workshop and webinar attendance, and a host of innovative amenities, we are re-setting the conference experience.

With complimentary Wi-Fi, reinvigorated content formats and multiple networking breaks to ensure maximum facetime, Momentum events are a centralized hub for fueling learning, partnering and idea exchange. With access to Momentum Hosts who ensure the smooth running of the event and answer any questions you have, a “match and meet” service and a programming format that blends the dissemination of critical information with the need for intimate discussion, Momentum Events are unlike any other event you have ever experienced.

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NETWORKING

All attendees are provided with access to their fellow registered delegates in advance of the conference. Start developing relationships on your schedule.

MOMENTUM CONNECT

Access your fellow attendees in advance via your powered online community designed to enhance the networking experience associated with attending the event.

MOMENTUM HOSTS

Our pleasant and professional hand-picked team of greeters and problem solvers have been specially trained to facilitate the best possible conference experience.

POST EVENT ACTIVATION WEBINARS

We offer up to three free post-event webinars to help maintain your connection with fellow attendees and continue your learning months after the conference concludes.

MATCH AND MEET

Services to help facilitate your introduction to the right people at the event to make your conference time even more productive.

gropro2020.com

Join Our LinkedIn Group Professional Service Firm Growth Leaders Network with 3,000+ members

Follow Us on Twitter: @momentumeventco #GroPro2020

WHY JUST ATTEND A CONFERENCE WHEN YOU CAN BE PART OF THE STORY?

This year Gro Pro 20/20, the leading summit for professional services executives, embarks on a new path by adopting a format that focuses on the journey, not just the destination.

gropro2020.com

GRO PRO 20/20: DEPLOYING SUCCESSFUL MARKETING AND BUSINESS DEVELOPMENT STRATEGIES IN AN ERA OF CONSTANT CHANGE

Guiding you through this journey, this year’s event is divided into four “chapters” specifically designed to mirror the trek of today’s CMOs, CMBDOs, Managing Partners and other professional services leaders:

Chapter 1: Maintaining the Business You Have

Chapter 2: Mining for New Business

Chapter 3: Evaluating, Benchmarking & Measuring Success

Chapter 4: The Path Forward

Featuring content divided into “chapters”, each chapter will consist of several working groups, led by facilitators who will help direct the conversation. Discussion points to be explored during the day-long event will include:

• The Next Generation of Sales and BD Leadership: Exploring the Rise of the Chief Commercial Officer

• People, Processes and Technology: Proven Client Relationship Management Approaches For Nurturing Current Business

• Data Crush: How The Information Tidal Wave Is Creating New Business Opportunities and Disrupting Existing Model

• Creating a Unified Force: How Marketing and BD Can Work Together To Drive Growth By Instilling A Culture of BD Into the DNA of Your Firm

• Technology Tools That Work: How Technology Continues To Be the Driver of Change and Disruption Within Professional Services

• What’s New in Professional Services Digital Innovation: How Firms Have Successfully Pushed The Envelope In the Digital Realm - What Your Firm Can Learn From The Work Of Others

Each “chapter” will be a hands-on exercise with attendees divided into working pods designed to create the ultimate collaborative environment. At the end of each chapter, facilitators will deliver a brief summary of their workgroup discussion, providing an overview of the key themes and takeaways discussed. Notes from these discussions will be recorded by the Summit Archivist and made available to all participants post-event.

gropro2020.com

THE ONLY TACTICAL EVENT CRAFTED EXCLUSIVELY FOR SALES & MARKETING LEADERSHIP IN RESPONSE TO EVOLVING MARKET CONDITIONS, GROWTH TRENDS AND DISRUPTIVE CHALLENGES IN A RAPIDLY CHANGING ENVIRONMENT

To register, visit the website at gropro2020.com

• Identify and Assess Current Thinking, Challenges and Barriers

• Explore Potential Solutions and Best Practices across the Professional Services Landscape

• Benchmark Current Practices against Those of Your Peers on the Leading Edge of Sales and BD Strategy

A SPECIAL FEATURE OF THIS YEAR’S EVENT:Hear from Jill Weber, Chief Marketing & BD Officer, Stinson Leonard Street and Creator of the renowned Fast Forward® Program as she delivers a case study presentation on this nationally recognized integrated business development initiative and how it can be used to accelerate an attorney’s business and boost revenues.

2016 GRO PRO 20/20 LEADERSHIP ADVISORY BOARD

WHO YOU WILL MEET AT GRO PRO 20/20

CHAIRMEN EMERITUS:

CHIEF MARKETING OFFICER BOARD:

CHIEF STRATEGY OFFICER/CHIEF BUSINESS OFFICER BOARD:

Doug JohnsonFounder & Managing DirectorCatapult Growth Partners

Jeff AntayaChief Marketing OfficerPlante Moran

Nick AracoSr. Director of Growth Strategies & BDDrinker Biddle & Reath

Greg FleischmanDirector of Global MarketingBaker & McKenzie LLP

Nancy KoppDirector of Sales Performance and InnovationEY

Benjamin GreenzweigCo-CEO Momentum

Rory ChannerHead of Growth InitiativesRuffalo Noel Levitz

Robert (Bob) GerardiChief Marketing & BD OfficerStout Risius Ross

Angela MeyerVice President, Client ServicesExponent

Shannon PrownDirector, Business Development & Marketing-Litigation Morgan, Lewis & Bockius LLP

Cathy OlofsonChief Marketing OfficerInnosight

Doug CondidorioVice PresidentNorth Highland

Damon JonesEVP Enterprise AccountsMHI Global

Catherine ZinnChief Client OfficerOrrick, Herrington & Sutcliffe LLP

Anne Malloy TuckerChief Marketing OfficerHunton & Williams

Comprised of a select group of seasoned marketing, sales and business development practitioners representing diverse professional services firms across industry sectors, the Gro Pro 20/20 Leadership Advisors’ guidance on the overall direction of the event, including the identification of relevant speakers, emerging hot topics and trends specific to the growing professional services business.

Attendance at Gro Pro 20/20 is reserved for professional services executives responsible for crafting, deploying, communicating and managing elements of their firm’s annual growth strategy. Gro Pro 20/20 has been designed to attract the “Who’s Who” of senior sales, marketing, business development and strategy professionals across various national and international professional services industries that includes chief officers and senior business executives with responsibility for:

• Marketing • Business Development • Sales • Communications • PR • Strategy• Talent Management • Recruitment • Client Engagement • Customer Experience • Data & Analytics • Social Media• Digital • Market Innovation

gropro2020.com

CONVENE MIDTOWN • 730 Third Ave New York, NY 10017 • 646.854.7950Convene at 730 Third Avenue is New York’s largest dedicated conference center; over 26,000 square feet of dedicated meeting space offering groups from 20 – 450 spectacular views, state-of-the-art built-in technology and resource-rich conference rooms. The site’s design carefully blends classic corporate architecture and timeless finishes with Convene’s progressive technology package and anticipatory service offering.

ABOUT THE VENUE

Angela PetrosChief Marketing OfficerMorrison & Foerster LLP

Gil WolchockDirector of Sales, InterAction LexisNexis

CONFERENCE AGENDA

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7:45am FORUM REGISTRATION AND BREAKFAST

8:30am CO-CHAIRS OPENING REMARKS

8:45am EXPLORING THE RISE OF THE CHIEF COMMERCIAL OFFICER: MEET THE NEXT GENERATIONAL OF SALES AND BD LEADERSHIP

9:30am CHAPTER 1: MAINTAINING THE BUSINESS YOU HAVE

10:30am MORNING NETWORKING & REFRESHMENT BREAK

During this session hear from a panel comprised of senior leadership spanning marketing, BD and strategy functions as they engage you in a discussion of the emergence of the Chief executive within professional services firms – the Chief Commercial Officer. A combination of the responsibilities held by the CMO and CBDO, today’s Chief Commercial Officer is yesterday’s Chief Marketing, Sales or BD Officer. Learn how shifts within the executive leadership of professional services firms are evolving to meet the needs of clients both internally and externally as the era of the Chief Commercial Officer is ushered in. Learn what skills you must possess in order to remain competitive and chart a course forward for your business that will not only nurture but uncover new business.

Proven client relationship management approaches for nurturing current business.

Clients talk and the market is competitive. Learn how to maintain your edge within a market while still hitting revenue benchmarks and keeping the client happy.

Doug JohnsonFounder & Managing DirectorCatapult Growth Partners

Brian MiskeChief Marketing Officer, CanadaKPMG LLP

Angela Meyer Vice President, Client Services Exponent

Catherine Zinn Chief Client Officer Orrick, Herrington & Sutcliffe LLP

Benjamin GreenzweigCo-CEO Momentum

Discussion Point: People, Processes and Technology

Discussion Point: Pricing Strategies

Jeff AntayaChief Marketing OfficerPlante Moran

Shannon PrownDirector, Business Development & Marketing-Litigation Morgan, Lewis & Bockius LLP

Gil WolchockDirector of Sales, InterAction LexisNexis

CONFERENCE AGENDA (continued)

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10:50am CHAPTER 2: MINING FOR NEW BUSINESS

How the information tidal wave is creating new business opportunities and disrupting the existing model.

How marketing and BD can work together to drive growth by instilling a culture of BD into the DNA of your firm.

Chris SurdakVice President, Analytics Oracle

Doug Condidorio Vice President North Highland

Robert (Bob) Gerardi Chief Marketing & BD Officer Stout Risius Ross

Nick Araco Sr. Director of Growth Strategies & BD Drinker Biddle & Reath

Discussion Point: Big Data – Separating the Hype from Reality

Discussion Point: Creating a Unified Force

1:45pm CHAPTER 3: EVALUATING, BENCHMARKING & MEASURING SUCCESS

Does your organization have the right people and structural design in place to drive the business forward? Can a firm led by baby boomers and Gen Xers effectively manage millennials? How can your organization attract and maintain top talent while still demonstrating ROI?

Learn how one law firm helped 20 partners collectively grow their practices $7.5 million in two years based on a $150,000 investment. Fast Forward® is an innovative program that accelerates revenue growth through a rigorous and systematic approach to business development. In this session, learn how to identify high potential partners to participate, generate increased revenue through the program, as well as track and measure success.

Jill WeberChief Marketing & BD OfficerStinson Leonard Street

Jeffrey J. Berardi Chief Marketing Officer K&L Gates LLP

Markos A. Moya Managing Director Raines International Inc.

Discussion Point: Assessing Your Human Capital – Org Design, Talent and Compensation

Case Study: Fast Forward®

Barry Trailer Chief Research Officer CSO Insights, a division of MHI Global

11:50am WORLD-CLASS BUSINESS DEVELOPMENT PERFORMANCE

The intensely competitive world of professional services business development fuels a relentless pursuit of improved performance. Benefit during this session from an analysis of the 2016 Miller Heiman Sales Best Practice Study for Professional Services Firms.

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12:30pm NETWORKING LUNCHEON

CONFERENCE AGENDA (continued)

gropro2020.com

3:05pm CHAPTER 4: THE PATH FORWARD

4:15pm KEY TAKEAWAYS FROM THE CONFERENCE CHAIRS AND AUDIENCE Q&A

5:00pm FORUM CONCLUDES

A discussion around how technology continues to be the driver of change and disruption within professional services.

Learn what firms have successfully pushed the envelope in the digital realm, exploring how various industries have responded to new marketing approaches and what your firm can learn from the work of others.

Justin HonamanSVP, Digital Marketing SolutionsMoxie

James Durham Chief Marketing & Business Development Officer Littler Mendelson P.C.

Scott Rechtschaffen Chief Knowledge Management Officer Littler Mendelson P.C.

Jonathan Margulies Managing Director Winterberry Group

Technology Tools That Work

What’s New in Professional Services Digital Innovation

2:45pm AFTERNOON NETWORKING & REFRESHMENT BREAK

Jeff MeisterPrincipal ConsultantSonoma Partners

REGISTRATIONINFORMATION

gropro2020.com

PARTICIPATION REQUIREMENTS

Attendance at Gro Pro 20/20 is reserved for professional services executives responsible for crafting, deploying, communicating and managing elements of the annual growth strategy including management, information, sales, marketing, operations and talent.

There will be no solution provider registration opportunities offered at this time. If you are a solution provider and would like to inquire about participation, please email ben@momentumevents.com.

REGISTRATION FEES

GRO PRO 2020 EARLY REGISTRATIONUNTIL 3/1/16

STANDARD REGISTRATIONUNTIL 5/31/16

LATE REGISTRATIONAFTER 5/31/16

Full Conference $1,295 $1,495 $1,795

GROUP LEARNING

We understand that there is simply too much information provided at this event for one person to capture it all. Even more importantly, as Gro Pro 20/20 remains conscious of the budget challenges that most businesses still face in today’s economy, bring just one peer along with you to an event and the pair receive a discount!

Bring 1 peer (group of 2 in total) and both receive 10% off registration.

Bring 2 peers (group of 3 in total) and all three receive 15% off registration.

Bring 3 peers or more (group of 4 in total) and everyone receives 25% off registration.

To register, visit the website at gropro2020.com