Chief Sales Officer (CSO) / Chief Marketing Officer (CMO) Boardroom

**2025 Application Now Available**

Overview

Designed exclusively for BigLaw marketing and sales leaders, LawVision’s Chief Sales Officer/Chief Marketing Officer Boardroom focuses on the unique challenges and opportunities of having revenue responsibility and managing client-facing direct reports. The CSO/CMO Boardroom provides these senior executives a forum for energetic and strategic conversation augmented with revenue innovations and strategies presented by industry leaders from professional services firms.

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

Boardroom Meeting & Member Benefits

  • 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—legalsales.org)

BOARDROOM FACILITATORS
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.

Silvia L. Coulter, Co-Founding Principal
scoulter@lawvision.com
617-697-4869

Jim Cranston, Co-Founding Principal
jcranston@lawvision.com
949-306-3259

Steve Bell, Principal
sbell@lawvision.com
202-421-5988

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