Passle CMO Series Podcast

In this special episode of the CMO Series Podcast, we revisit an incredible session at CMO Series Live in New York this Summer.  Kelly Harbour, Chief Business Development Officer at Goulston & Storrs, and Terra Liddell, Chief Marketing Officer at Finnegan teamed up to deliver a best practice session on how to standardize data as part of their marketing and business development strategy. Together they share their individual approaches to turning data into a strength for their respective firms and how to get started on the journey. 

In this special edition of the CMO Series Podcast, host Ali Bone is joined by Joe Green, Chief Innovation Officer, and Monica Rodriguez Kuniyoshi, Chief Marketing Officer of Gunderson Dettmer, for an insightful discussion on integrating generative AI into their team's expertise. Recorded live at CMO Series Live in New York this summer, the episode delves into how Joe and Monica are leveraging AI, the strategic decisions involved, and how they’re ensuring the human voice of their brand remains central while embracing the power of AI. Listen in for best practice advice on using generative data for marketing and BD and tips on balancing automation with authenticity.

In this special edition of the CMO Series Podcast we're taking you back to a special moment from our first-ever stateside CMO Series Live Conference held in New York City this past summer. The day started with an incredible session led by Trish Lilley, now the Chief Marketing & Business Development Officer at Barnes & Thornburg. With over 25 years of experience in legal marketing, Trish has a wealth of knowledge, and she didn’t hold back in sharing it. Her masterclass focused on driving meaningful transformation within firms and offered practical advice for CMOs on how to gain influence both within their teams and across firm leadership. In this episode of the Passle CMO Series Podcast, we’re thrilled to bring you the full recording of Trish’s session. You'll hear her insights on everything from building stronger relationships with stakeholders to demonstrating executive presence, as well as some fantastic anecdotes from her remarkable career in legal marketing.

Effective collaboration within a firm is built on a foundation of teamwork, communication, and trust. But how can a firm create and sustain this kind of culture? At Buchanan Ingersoll & Rooney, a leadership team led by a CEO and Chairman with 36 years at the firm, and a CMO who joined less than a year ago, is rising to this challenge and excelling in fostering a culture of collaboration. In this episode of the CMO Series podcast, Eugene McCormick is joined by Jim Newell, Chairman and CEO of Buchanan Ingersoll & Rooney, and Liz Lockett, the firm’s Chief Marketing Officer. Together, they share their insights on building trust and teamwork within firm leadership to drive innovation, growth, and long-term success. Jim, Liz and Eugene Cover: Jim’s journey to becoming Chairman and CEO at Buchanan Ingersoll & Rooney and why collaboration is so crucial to the firm's culture How the firm's culture of collaboration and trust manifest in driving marketing and business development efforts How to ensure effective communication and alignment between the marketing team and other departments to create cohesive business development strategies The key initiatives to deliver the firm’s 5-year strategy How Buchanan's collaborative culture attract and retain top talent, and engage them in marketing and business development The biggest challenges and opportunities in legal marketing and business development, and how the collaborative leadership approach can help

A professional services firm's website is more than just a brochure; it's the storefront for showcasing the expertise and credibility of its professionals.  In Episode 4 of the CMO Series Digital Masterclass, we dive deep into the essential strategies for building a world-class website that effectively highlights your firm's strengths.  Drawing on insights from industry leaders featured on the CMO Series Podcast, we cover everything from how to kick off your project and engage the right stakeholders to the importance of setting clear goals for success.  We hear insights from Vicky Cunningham, Marketing Director at Efficio Consulting; Sivan Koenig Galinsky, Chief Marketing Officer at BFKN; Mikkel Keller Stubkjær, Head of Development at Novicell UK; and Crossley Sanford, Managing Director of Marketing at Ankura. Listen to the full discussions featured in this episode, listed below: CMO Series EP135: Vicky Cunningham of Efficio Consulting on Aligning Content with the Client Journey, Will Eke, Charlotte Knight, Samuel Page (passle.net) CMO Series EP142 - Sivan Koenig Galinsky of BFKN on Crafting an Award-Winning Website in a Mid-Size Firm, Charles Cousins, Charlotte Knight (passle.net) Composable - the future of digital infrastructure for professional services firms, Adam Elgar, Samuel Page (passle.net) Navigating an Enterprise Scale Website Build: Ankura's Story, Alistair Bone, Charlotte Knight (passle.net)

Menopause impacts half the population, yet it remains a taboo subject. In this CMO Series REPRESENTS episode, Yasmin Zand invites Lucie Allen, Managing Director at BARBRI International, and Silvia Van den Bruel, Marketing and BD Director at Hausfeld, to break this silence and urge organizations to acknowledge and adapt to the needs of women experiencing menopausal and perimenopausal symptoms.   Together, they introduce the #MenopauseMatters Guide - a resource designed to educate and provide practical advice for firms to break the stigma and better support women through this significant life transition.   Lucie, Silvia and Yasmin cover: Lucie’s driving factors that initiated the #MenopauseMatters movement How Silvia got involved and the first steps to getting started How to gain buy-in and trust for the movement to encourage involvement The experiences and struggles that face women affected by menopause/ perimenopause An overview of The #MenopauseMatters Guide and how it has been used What’s next for the campaign and how folks can get involved

Transitioning from CMO to Board-Level Strategist is a key career shift, expanding responsibilities and influence. In this episode of the CMO Series Podcast, Charles Cousins welcomes Leor Franks, Chief Business Development & Marketing Officer at Kingsley Napley, to share his insights on his career journey and transition from CMO to a Board-Level Strategist. With nearly 25 years of experience at top firms like Deloitte, EY, and FTI Consulting, Leor shares his insights on taking the next step up in professional services marketing. Leor and Charles cover: Leor’s career journey highlights including his current position at Kingsley Napley The evolution of the responsibilities and daily activities from CMO to a strategic board member role The most significant learning experiences whilst working as a board-level strategist How to approach organisational-wide business planning and how influential a marketing background is to business strategy at the board level The most challenging aspects of stepping up to a board role with examples of what the role entails  Advice to help prepare those who are interested in advancing to a board position You can catch Leor speaking at the following upcoming events: 26 September: Annual PM Forum Conference 27 September: The Lawyer’s Marketing Leadership Summit

While CMOs shape the marketing strategy and brand alignment for new programs, Business Development Managers (BDMs) have a unique insight into what will drive success when it comes to rolling them out. In this CMO Series episode, James Barclay invites Karen Wilcox, President of Marketing Speaks, to discuss the crucial role of BDMs in launching new programs and how CMOs can best support them. Karen and James Cover:  The role of a BDM in the successful rollout of a new program The degree of involvement BDMs should have in the early stages of a program change or rollout of a new initiative How can BDMs effectively gauge initial attorney interest to a new program or technology rollout Examples of projects where BDMs played a key role in the success of the project Implementation hurdles BDMs might face and how can CMOs help manage them Key tactics or strategies that help BDMs contribute most effectively Advice for a CMO stepping into a change management role

Welcome to Episode 3 of the CMO Series Digital Masterclass where we explore the best strategies from professional services marketers for building a world-class digital presence.  Our latest research found that legal marketing priorities are changing with digital media and thought leadership rising to the top. Today, we're focusing on how thought leadership determines digital success and positions firms at the forefront of their clients' and prospects' minds. In this episode, we’ll dive into the crucial role that thought leadership plays in enhancing digital visibility and credibility. We’ve gathered top digital advice from previous episodes of the CMO Series Podcast, offering actionable insights and proven techniques to help your firm stand out online.  Be sure to check out the full episodes featured, listed below: CMO Series EP82 - Judith McKay of McCarthy Tétrault on content and its importance in effective professional services marketing, Charlotte Knight, Charles Cousins (passle.net) Episode 95 - Angela Pandolfo Roy of Gibbons Law on Content Management: The Linchpin of Legal Marketing & BD, Charlotte Knight, Ed Lovatt (passle.net) CMO Series EP109 - Alison Janzen of Torkin Manes on Building an Integrated Approach to Content Marketing, Eugene McCormick, Charlotte Knight (passle.net) CMO Series EP112 - Ashley Horne of Womble Bond Dickinson on Taking a Campaign Approach to Legal Content Marketing, Ed Lovatt, Charlotte Knight (passle.net) CMO Series EP145 - John Neidecker of Norris McLaughlin on The Evolving Role Of Thought Leadership In Legal Marketing, Charles Cousins, Charlotte Knight, Sonali Badul (passle.net)

Law firm leadership requires a collaborative effort across all functions. Collaboration between lawyers, teams and practices can be pivotal to the success of marketing and business development.  In this episode of the CMO Series, Alistair Bone welcomes Clinton Gary to share his insights on how law firm CMOs and Managing Partners can effectively collaborate. With 25 years of experience as CMBDO in prominent law and Big 5 firms, Clinton is currently the Founder and Managing Partner of CREDO Consulting and has a focus on collaborative growth. Clinton and Ali cover: The meaning of collaboration and why Managing Partners and CMOs should prioritize it Clinton’s journey and experiences that have contributed to his expertise in collaboration The critical role of collaboration in marketing and business development Key signs or indicators that suggest collaboration needs to be improved within a firm Common challenges that firms face, hindering effective collaboration Identification of collaboration issues and the practical steps to improve it What Managing Partners and CMOs should focus on to enhance collaboration within their firms