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**2025 APPLICATION NOW AVAILABLE**

All discussions at the CSO/CMO Boardroom are confidential. The Boardroom is a perfect fit for leaders whose organizations span the spectrum from classic marketing and communications to direct sales.

CMO/CSO BOARDROOM TOPICS

  • Clients’ perspectives (“Voice of the Client”)
  • Revenue strategy, sales process, and pipeline management
  • Personal sales management skills
  • Hiring and managing sales and BD teams, including compensation concepts
  • Teamwork between “traditional marketing” and client-facing parts of the team
  • Collaboration with other departments
  • Account-Based Marketing and Sales
  • Revenue-enabling technology including AI
  • Data analytics and reporting ROI
  • Lawyer training, coaching, and engagement
  • Staff development
  • Career advancement
  • Your network of professional contacts
  • Legal-product development
  • Managing up

CSO/CMO BOARDROOM EXCLUSIVE MEMBERSHIP PROVIDES:

  • Fresh Ideas: Cutting-edge best practices from those on the front lines
  • Frameworks and Tools: Learn new ways of thinking and doing to tackle tough problems
  • Curated Content: We sort through current content and synthesize the most relevant
  • Expert Industry Analysis: Guest speakers and workshops will give you confidence to act
  • Peer-to-Peer Exchange: Supportive peer community

TYPICAL TITLES of CSO/CMO BOARDROOM MEMBERS

  • Chief Strategy Officer
  • Chief Marketing Officer
  • Chief Sales/Business Development Officer
  • Chief Client Officer
  • Strategic Account/Key Client Leader
  • Chief Innovation Officer
  • Four meetings per year: (two) in-person 1.5-day meetings and (two) 2-hour virtual meetings
  • Strong peer-to-peer interactions between meetings
  • One-year complimentary membership to the Legal Sales & Service Organization (LSSO)

APPLICATION
Click HERE.

Questions?
Please contact Boardroom Administrator Christine Hicks > clhicks@lawvision.com.

 

LEAD TEAM MEMBERS

Silvia, Jim, and Steve are industry pioneers who — as CSOs and CMOs at Big Law and Big 4 accounting firms — have managed large departments, built and led sales teams, exceeded personal revenue quotas, and written and presented on the topic of law firm sales around the globe.