Select Page

Agenda

28

Years of experience

200

Ateendees

20

Stellar speakers

9:00am

Breakfast and registration

9:30am

Chair’s introduction

Speaker

Leor Franks, Kingsley Napley

9:40am

Transforming your firm’s culture

Who is responsible for your culture and how do you define and articulate this to your firm’s clients and future employees? Vlatka will be sharing the Management Shift approach – including the Six Box Leadership Model – based on 20 years of rigorous data-driven research – covering culture, relationships, individuals, strategy, systems and resources. She will pinpoint practical actions to transform a firm’s culture and how you can apply this in your own marketing teams.

 

 

Vlatka Arianna Hlupic, The Management Shift Solutions

10:15am

The biggest challenges facing marketing and business development today

With our panel of experts, we will consider and gather your views on key challenges facing your firms today. We’ll be posing some key questions to you and your peers to feed back to our panel of professional services experts to discuss.

Leor Franks, Business Development and Marketing Director, Kingsley Napley

Jeremy Ford, Head of Marketing, Skadden

Francis Mainoo, Head of International Growth Strategy, Moore Kingston Smith

Sally Saadeh, Marketing & Communications Director, JLL

Moira Slape, Chief People Officer, Travers Smith

11:00am

Coffee break

An opportunity to meet the sponsors, talk to your peers and speak to
industry experts.
11:30am

Mastering digital distractions: building focus and efficiency

In this session, you will learn valuable techniques to overcome digital
distractions and experience the benefits of improved health and wellbeing, both personally and in your teams.
Delve into eye-opening statistics surrounding phone and tech usage and discover practical strategies to manage email overload, reduce interruptions, and create a healthier digital work environment. By building focus and efficiency, you will enhance productivity, meet deadlines more effectively, and contribute to a positive work culture. 
Join us for this transformative session to reduce overwhelm, improve work-life balance, and drive success for you and your organisation.

Stephanie Henson, Techtimeout

12:00pm

Breakout sessions

Choose one of the following options:
Option one:
Stay in the main hall for the overview option
Option two:
Select one of the four workshops as your breakout sessions
(for in-house marketers/BD only)

O

The business case for net zero – maximising the opportunity

The climate clock is ticking louder than ever. History will judge how businesses rose to the complex, interconnected challenges we’re facing today and will differentiate – brutally – between those that delivered significant change, and those that just talked a good story.
In this session, we’ll discuss the business case for net zero and how you can gain competitive advantage through developing sustainable strategies that are both robust and authentic. demonstrate how timely and effective climate action can drive improved operational efficiency, customer loyalty, attraction and retention of talent, capital market attractiveness, and resilience.  
Climate change is the pivotal business challenge of our time. We also know that, as business leaders, we have a responsibility to take action. The challenge is how to do it. So just where do businesses start their net zero journeys?

John Rastrick, Flotilla

A

Preparing professionals for the future – Learning, skills and knowledge transfer

The accelerating pace of change in the professional services sector and the marketing profession creates challenges for M&BD and learning & development leaders in preparing their teams for the future. This session explores the knowledge, skills and behaviours needed by M&BD professionals in the future.  It examines M&BD competency frameworks (technical, business, technology, leadership & soft skills) and maps learning methods, channels and resources. Global law firm White & Case shares how it is tackling the future development of its M&BD professionals.
Kim Tasso is an experienced management and M&BD consultant working with legal, accountancy and property firms. She is author of seven books and qualified in marketing, management and psychology/counselling. She is also Head of Training and Knowledge Transfer for the PM Forum and the Managing Partners’ Forum. (Twitter @RedStarKim)
Julie McConnell drives many of White & Case’s global strategic BD initiatives, coordinating efforts across practices, regions and sectors. A former projects lawyer, she has accumulated years of legal and BD experience at leading international firms in the UK and Australia.  Julie has a particular passion for BD coaching and training.

Kim Tasso, RedStarKim

Julie McConnell, White & Case

B

Harnessing knowledge and thought leadership content creation

Creating high quality content to support thought leadership marketing can
be a challenge. This session covers two ways to create strong insights for
thought leadership campaigns. Firstly, we look at how marketers can support their experts to harness their knowledge faster, easier and convert that into impactful content. Secondly, badly drafted questions derail campaigns, while well-drafted ones deliver sharp insights needed, and how you, as a non-market researcher, can ensure insightful not dud questions.

Rhea Wessel, The Institute for Thought Leadership

Tim Prizeman, Reputation Builders PR

C

Walking in your client’s shoes

Clients look for advisors who can help them navigate increasingly complex challenges. Many firms are focused on client listening today, but there’s an untapped opportunity to look ahead and create the future experience that will help you stand out. Client journey design allows you to understand clients’ expectations and deliver value at the moments that matter most. In this session, Ben and Alain will lead you through the process with practical examples and tips on getting started.

Ben Sutton, Grant Thornton International

Alain Thys, Alain Thys & Co

D

Using data to grow revenue and improve client experience

Data in the professional service industry has traditionally been a big expensive headache with data cleaning, data change management, data integration, and data entry. In this session, we will discuss how modern cloud-based technologies and approaches have transformed traditional approaches and how you can now harness data to improve your clients’ experience and inform your marketing and business development decisions.

Mark Bilson, ClientRM

David Bennett, Birkett Long

1:00pm

Lunch break

An opportunity to meet the sponsors, talk to your peers and speak to
industry experts.
2:00pm

Meaningful mentoring

Many senior executives are asked to nurture future talent. In a highly
competitive sector, advice, guidance and insights from someone who has
navigated their way to the top can be invaluable. But effective mentoring
relationships do not necessarily just happen. Andy Lopata, the co-author of
next year’s Financial Times Guide to Mentoring, will explore why mentoring is
so important and discuss how to ensure mentoring relationships have every
chance of working for both parties.

Andy Lopata, Professional Relationship Strategist

2:40pm

Breakout sessions

Choose one of the following options:
Option one:
Stay in the main hall for the overview option
Option two:
Select one of the four workshops as your breakout sessions
(for in-house marketers/BD only)

O

Leveraging the ‘S’ in ESG

This session focuses on how firms can maximise ROI in their ‘social’ strategies, drawing on stakeholder research and evaluation of professional service firms. What’s most important to clients and talent? What are the ‘S’ strategies are firms adopting? How is ineffective communication not making the most of initiatives? What does best practice look like? The session will show how to create strategies that are authentic, transparent and tailored to the firm’s target market and values.

 

David Johnson, Lamp House Strategy

Caroline Rhys Jones, Stephenson Harwood LLP

A

Preparing professionals for the future – Learning, skills
and knowledge transfer

Kim Tasso, RedStarKim

Julie McConnell, White & Case

B

Harnessing knowledge and thought leadership content creation

Rhea Wessel, The Institute for Thought Leadership

Tim Prizeman, Reputation Builders PR

C

Walking in your client’s shoes

Ben Sutton, Grant Thornton International

Alain Thys, Alain Thys & Co

D

Using data to grow revenue and improve client experience

Mark Bilson, ClientRM

David Bennett, Birkett Long

3:40pm

Coffee break

An opportunity to meet the sponsors, talk to your peers and speak to
industry experts.
4:00pm

Client panel: Are professional service firms truly listening to client needs?

A panel of professional services clients from a wide range of industries to
discuss and debate this key question: 
Does client listening through professional service firms really lead to better client experience?

Moderators

Francesca Lagerberg, Baker Tilly International

Alain Thys, Alain Thys & Co.

Kate Cooper, Institute of Directors (IoD)

4:50pm

Chair’s closing remarks

5:00pm

Drinks reception

6:30pm

Conference close