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Concurrent Session I

January 24, 2019, 4:00pm–5:15pm


Talent Track

The Business Transformation Playbook - Playing Through the Line

Presented by Arianna Campbell

Technology Track

Outsourcing - a Leveraged Alternative (Technology & Accounting Services)

Presented by Marc Staut

Growth/Mergers & Acquisitions Track

Lateral Talent Acquisition

Presented by Allan Koltin

Whether it be finding a rainmaker, a service line and/or industry leader, or just a great client service or technical partner, free agency (recruitment of experienced lateral talent) is quickly becoming one of the profession’s top strategies for successful growth. In this session, CEO’s from some of the country’s most successful firms will share their first hand experiences in how they have successfully recruited lateral talent into their firm.

Executive Level Marketing Track

The Strategy of Technology-centered Growth

Presented by Gale Crosley

Everyone’s gotten the memo that technology is rocking our world. The question is what to do about it. Join Gale for a spirited exploration of what your role should be to guide your firm leaders down the best paths, from them having no thoughts to commercialization of new services. You’ll get an inside look at firms successfully building a technology-centric growth model. We’ll explore the trends and discuss the waystations which will lead to the best strategies and programs to embrace this brave new world!

Business Development Track

How Well Do You Really Know Your Business Development Professionals?

Presented by Rick Lochner

Psychometric Assessments have been a mainstay in the recruiting arena for decades, but they haven’t always been used to their optimal capacity. In this interactive session, participants will learn the dos, and don’ts, of leveraging assessments to hire the best BD talent available. They will also understand how to best leverage these valuable tools to effectively manage their existing BD professionals to support their goals and growth success. All participants will leave the workshop with tools they can immediately put into practice in their organizations and will have the opportunity to complete a complimentary assessment to reinforce the value they bring to effective leadership!