Passle CMO Series Podcast
Passle
The must-listen podcast for professional services marketers, featuring conversations with leading voices in business development and marketing across the sector.
Each episode explores practical strategies for building authentic visibility, improving effectiveness, and unlocking new growth opportunities in a changing market.
Produced by Passle, the platform behind the Thought Leadership Suite and CrossPitch AI, built to power thought leadership and cross-selling for the world’s leading professional services firms.
Find out more at passle.ai.
Each episode explores practical strategies for building authentic visibility, improving effectiveness, and unlocking new growth opportunities in a changing market.
Produced by Passle, the platform behind the Thought Leadership Suite and CrossPitch AI, built to power thought leadership and cross-selling for the world’s leading professional services firms.
Find out more at passle.ai.
Episodes
Mentioned books
Jul 9, 2024 • 41min
CMO Series Podcast Special - CMO Series Live NYC: The Highlights
In this special edition of the CMO Series Podcast, Natasha Sandamas, Events Marketing Manager, joins the series to reflect on Passle’s first Stateside CMO Series Live event which took place in New York City in June.
Delving into the highlights from the sessions, we hear from an incredible lineup of speakers including Chief Marketing Officers, Chief Operating Officers and General Counsels from the world’s top firms. They joined the day to share their unique perspectives on everything from how to integrate data into your business development strategies and delivering a world-class digital presence, to how to position your firm as the best choice, all under the theme of putting your firm front of mind with clients.
A huge thanks to our fantastic speakers for sharing their insights: Trish Lilley, Chief Marketing & Business Development Officer at Thompson Coburn, Sadie Baron Chief Marketing Officer at Reed Smith, Phill McGowan Global Director of Marketing and Communications at Reed Smith, Kelly Harbour, Chief Business Development Officer at Goulston & Storrs, Terra Liddell, Chief Marketing Officer at Finnegan, Nicole Petrie, Chief Marketing and Business Development Officer at Schulte Roth & Zabel, Monica Rodriguez Kuniyoshi, Chief Marketing Officer at Gunderson Dettmer, Joe Green, Chief Innovation Officer at Gunderson Dettmer, Christa Crane, Chief Client & Strategy Officer, Loeb & Loeb, Julie Chodos, Chief Marketing and Business Development Officer at Axinn, Ralph Allen, Chief Operating Officer at Kelley Drye & Warren, Jennifer Korff, Chief Operating Officer at Brown Rudnick, Annie Westover, Chief Operating Officer at Axinn, Adam Kassoff, Chief Operating Officer at Vinson & Elkins, Luke Ferrandino, Chief Marketing Officer at Paul Weiss, Alison Arjoon, Chief Marketing and Business Development Officer at Fragomen, Deborah Ruffins, Chief Marketing Officer at Perkins Coie, Shade Vaughn, Chief Marketing and Business Development Officer at Akin Gump and Crossley Sanford, Managing Director at Ankura, Brian Rauch, General Counsel at Harvard Maintenance, Julie Aslaksen, General Counsel at Host Hotels, Alex Dimitrief, General Counsel at Sotera Health Company and Lisa Anastos General Counsel at IdeaQuest.
Jul 3, 2024 • 31min
Episode 147 - Phill McGowan of Reed Smith on Strategic Communications: The Greatest Untapped Potential in Legal BD?
As the landscape of legal services evolves, so does the significance of effective communication strategies.
Today, Eugene McCormick is lucky to welcome Phill McGowan, Global Director of Marketing and Communications at Reed Smith to the CMO Series Podcast to share his insights on the biggest opportunities for legal communications professionals today and reveal his strategies for driving business growth.
Phill joins the series to delve into his background in newspapers and journalism, the evolution of content strategy in legal marketing, and what that means for law firms today.
Phill and Eugene cover:
Phill’s career and some of the highlights from that journey into legal communications
The role of communications functions within law firms in adapting to meet today’s environment
How to integrate communications within the broader context of business development in a legal setting and the challenges of aligning communication efforts with business objectives
Examples of successful communication strategies that have made a significant impact
The approaches or platforms that have been effective in enhancing communication and thought leadership at Reed Smith
Advice for legal communications professionals aiming to align with and drive their firm's BD strategy
Jun 24, 2024 • 18min
CMO Series REPRESENTS Jessica Caggiano - From Roots to Rights: Lessons from a Labor Attorney
Labor attorneys are essential in managing the intricacies of union law, protecting workers' rights, and promoting fair and just labor practices. Carving out a career to represent those without a voice takes true determination and passion.
On this episode of CMO Series REPRESENTS, Julia Howard is lucky to welcome Jessica Caggiano, Partner at Willig, Williams & Davidson who has done just that.
Jessica joins the series to uncover the influences that sparked her journey, and the insights that have shaped her career as a dedicated labor attorney.
Jessica and Julia cover:
How Jessica’s upbringing influenced her career journey into becoming a labor attorney
The powerful impact of collective action and the application of it
Jessica’s career challenges and successes in the continuous battle of fair treatment and recognition of union members
The importance of self-educating about one’s rights and being aware of the appropriate measures and procedures that can be undertaken to rectify unfair situations
Advice for aspiring advocates interested in the realm of union law and how to navigate it
Jun 18, 2024 • 42min
Episode 146 - Ralph Allen of Kelley Drye & Warren on Driving Profitability: The Intersection of Operations & BD
Fresh from the COO panel at CMO Series Live in New York, Ralph Allen, Chief Operating Officer of Kelley Drye & Warren, joins the CMO Series Podcast to share his insights on strategically aligning law firm operations with business development to drive profitability.
In this episode, Ralph sits down with Ed Lovatt to delve into the crucial intersection of operations and business development. They discuss strategic decision-making, navigating market competition, fostering client relationships, and leveraging technology. Ralph also shares strategies for firms to effectively grow their top-line revenue while enhancing bottom-line results.
Ralph and Ed cover:
Ralph’s role as COO and how he works with functions including BD and marketing
How business development is a tool for expanding and capturing new business in the legal industry
How to identify which areas to invest in and which to phase out and the key factors in making these decisions
The operational changes necessary when a firm focuses on premium practice areas
Effective approaches to leveraging existing client relationships to expand into new practice areas
How firms can adapt their BD and operational strategies to stay ahead and the opportunities to drive top-line growth
Advice for business development professionals when it comes to driving profitability and what they should be thinking about
Jun 11, 2024 • 17min
Episode 145 - John Neidecker of Norris McLaughlin on The Evolving Role Of Thought Leadership In Legal Marketing
The role of thought leadership in legal marketing is changing. Traditional tactics like rankings and sponsorships are no longer top priorities. The rise of digital is enabling smaller firms to compete more effectively and measure the impact of their marketing.
Today on the CMO Series, Charles Cousins welcomes John Neidecker, Director of Business Development and Marketing at Norris McLaughlin, to reflect on the past quarter-century in the profession, and explore the pivotal role of thought leadership in today's legal market.
John and Charles discuss:
What legal marketing looked like 25 years ago when John joined the industry
Who the trailblazers were back then and how they forged the way for the legal marketers today
What the role of thought leadership in marketing was back then versus now
The opportunities for law firms now and if there are greater opportunities for smaller firms to compete with the big firms
What’s becoming less important to legal marketing teams today
Advice for lawyers and marketing and BD professionals to take advantage of the opportunities presented by digital and thought leadership
Jun 6, 2024 • 23min
Episode 144 - Tracey Whyte of Piper Alderman on Getting the Most Out of AI in a Lean Marketing & BD Team
The impact of AI in legal marketing and business development is still relatively unknown. While we hear professionals are adopting AI to achieve impressive results, we rarely see examples of successful outputs.
On this episode of the CMO Series, Tracey Whyte, Head of Business Development and Marketing at Piper Alderman, is joining Charles Cousins to share some of the practical applications of AI she has been driving at the firm and the challenges she's overcome on that journey.
Tracey and Charles discuss:
Why legal marketers and BD professionals should be looking at AI for their roles right now
How Tracey came to her role at Piper Alderman
What the early steps towards AI adoption looked like
What the current AI use across the marketing/BD function looks like and what it is being used for what purpose
How to construct effective prompts for AI during the writing process
Advice for others on how to get the most from AI
May 29, 2024 • 14min
Episode 143 - Nick Andrews of Knight Frank on The Changing Nature of Building Trust in Professional Services Marketing
In this episode of the CMO Series podcast, we explore the evolving dynamics of client relationships within professional services. Join us as Cam Dobinson chats with Nick Andrews, Partner and Head of UK Commercial Marketing at Knight Frank, about the profound changes in relationship-building strategies post-COVID.
Nick shares his insights on the importance of chemistry and trust, the impact of hybrid working, and how firms can effectively build and maintain strong client relationships in the modern era. He also discusses the role of marketing in fostering trust and brand engagement, and the importance of focusing on strategies that make a significant impact.
Discover practical advice on measuring relationship strength, the significance of client feedback, and the critical need for curiosity and focus in marketing efforts. Tune in for an engaging conversation packed with valuable takeaways for professional service marketers.
May 22, 2024 • 42min
CMO Series REPRESENTS - Empowered but Exhausted: A Sneak Preview of Empowered Women Event 2024 with Susan Freeman
In our International Women’s Day episodes, we often heard, “women can have it all, just not all at once.” This sentiment highlights the ongoing struggle women face balancing workplace empowerment with significant responsibilities outside of work.
Today on CMO Series REPRESENTS, Alistair Bone welcomes Susan Freeman, the Stevie® Award-winning CEO and Founder of Conscious Inclusion Company, and CEO of Mean Business, to discuss these challenges and give us a sneak peek of the upcoming Empowered Women Event 2024 - #EWE24.
Susan and Ali explore:
What the Empowered Women Event is all about and when it takes place
What inspired the Empowered Women Event, and what participants will gain from attending
Highlights from past events and how they've impacted the attendees and the broader community
How initiatives like the book club and well retreats contribute to the overall mission of empowering women
Why "Empowered but Exhausted," seems to resonate deeply with many women in professional services today
The "Sandwich Generation" and how this phenomenon intersects with the theme of empowerment
The steps individuals and organizations can take to better support and empower women in positions of leadership, particularly in navigating the challenges of work-life balance
How listeners can participate in the event and what they will take away from the day
May 21, 2024 • 29min
Episode 142 - Sivan Galinsky of BFKN on Crafting an Award-Winning Website in a Mid-Size Firm
Building a digital presence that meets client expectations and exceeds them while staying within the confines of budget and resources is an intricate art.
On this episode of the CMO Series Podcast, Charles Cousins sits down with Sivan Koenig Galinsky, the Chief Marketing Officer at Barack Ferrazzano Kirschbaum & Nagelberg LLP (BFKN), to hear her insights, from resourcing to stakeholder management, on delivering a successful law firm website in a mid-size firm.
Sivan and Charles discuss:
What the website looked like when Sivan joined BFKN and the key drivers for delivering a new website build
The starting point for the project and how to identify the right team and talent to take it on
The key challenges of delivering a brand new website including resources and budget and how to overcome those
How to choose an internal committee and bring the wider firm on board throughout a website project
Notable successes since launching the website
Top tips for others embarking on a law firm website build
May 14, 2024 • 34min
Episode 141 - Brad Vynalek & Jennifer Rupkey of Quarles on Harmonizing Firm Leadership and BD
Developing a joined-up approach to legal business development is essential for any firm.
On this episode of the CMO Series, Brad Vynalek, Firm President and Executive Committee member, and Jennifer Rupkey, the Director of Business Development at Quarles & Brady LLP, join Ed Lovatt to shed light on the critical nexus between firm leadership and business development.
Together, they illustrate the transformative impact of their collaborative approach, emphasizing its pivotal role in driving overall firm success.
Brad, Jen and Ed discuss:
The connection and the working dynamic between Brad, Jennifer and the BD function and how that differs from other firms
The moment in Brad’s career he realized the importance of this cross-function collaboration and connection
How this working dynamic enhances BD efforts and examples of success
How this approach has influenced the firm and its culture
Advice for BD professionals and firm leaders looking to work more harmoniously together


