Chief Sales Officer Boardroom

The CSO Boardroom is designed to provide senior level law firm and professional services firm executives a forum for energetic and strategic discussion. All discussions are Boardroom confidential. The Boardroom summits will include discussions about these and other relevant topics:

  • The evolving role of CSOs, CMOs and Directors—the new faces of influence
  • How does your role become the Chief Strategy Officer or interact with the Chief Strategy role?
  • Your professional development—what’s nice to know and what’s need to know?
  • Trends in firms that impact the senior BD/C-level marketing professional
  • Obstacles and challenges in establishing best practices models at law firms
  • Leadership attributes and models required to achieve planning and implementation success
  • The role of the Marketing Partner/Committee and its impact on the CMO/CSO
  • Critical elements for establishing key client teams (strategic account teams) and best practices for implementation success
  • The role service initiatives play in key client management
  • Dashboards and metrics
  • The latest “innovations” in the marketing and business development departments
  • Revenue forecasting in professional service firms
  • Succession planning for key client team leaders and team members
  • The role of firm management with respect to the sales initiatives
  • Financial structures for planning for and assessing ROI
  • New service “product” development and how R&D can play a role in professional service firms
  • Compensation systems that work for partners; teams and business development professionals
  • Process improvement and its new integration into the business of law firms
  • The intersection of professional development; business development; finance and operations and the ongoing challenges of creating team
  • One and one-half-day facilitated roundtable discussions around April/May and September/October timeframes annually
  • Strong peer-to-peer networking group
  • LSSO Membership for one year; and discount to their annual RainDance Conference
  • 15% discount to annual Marketing Partner Forum

All meetings will be designed to include facilitated conversations based on topics identified in pre-meeting interviews to be conducted by phone. The in-person meetings will include a professional development segment to be presented by a well-known authority in the field of sales, service or sales management with an expertise in the professional services field. Time will be built in for three roundtable breakouts on issues identified to be of specific interest by Boardroom members. Two plenary sessions will focus on topics of specific interest to the group.

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