Shows
Technically Legal - A Legal Technology and Innovation PodcastBridging Law Firm Silos: How Law Firms Can Maximize AI-Driven Cross-Selling (James Barclay, CEO Passle)In this episode, James Barclay, CEO of Passle, discusses how legal technology is evolving to solve a big challenge in the legal industry: cross-selling. James shares the journey of Passle—from its roots in the early internet gold rush to becoming a leading thought leadership platform for the Am Law 200. The conversation covers Passle's new AI-driven tool, CrossPitch, which helps attorneys overcome the "trust and awareness" barriers that prevent internal collaboration and revenue. James explains that while content marketing is essential for lawyers to showcase expertise, the real value lies in how that expertise is sh...
2026-01-0827 min
Passle CMO Series PodcastEpisode 187 - Lean & Mean: Driving BD in a Mid-Sized Firm with Kelley Goes of Jackson KellyDriving business development in a mid-sized regional firm is rarely about large budgets. It’s about sharp strategy, creativity and the ability to make every action count. In this episode of the CMO Series Podcast, Kelley Goes, Member and Chief Marketing and Business Development Officer at Jackson Kelly, joins Alex Haidar to share how her unconventional career path has shaped her bold, practical approach to legal marketing and BD.
Kelley’s journey began as a litigator at Akin Gump, moving into public service as West Virginia’s Secretary of Commerce, and later serving as State Operations Director for Jo...
2025-12-0228 minPassle CMO Series PodcastCMO Series Podcast Thanksgiving 2025: Celebrating Collaboration in Legal MarketingFor this year’s Thanksgiving edition of the CMO Series Podcast, we bring together an outstanding group of legal marketing leaders to reflect on the people and practices that have shaped their careers. What emerges is a clear and compelling message about the importance of trust, collaboration and shared generosity in building strong marketing teams and firm cultures.
Thank you to our special guests for sharing their insights:
Angela Pandolfo Roy, Chief Marketing Officer at Gibbons, Maura Brandt, Chief Marketing Officer at Crowell & Moring, Sarah Kempsey, Chief Marketing and Business Development Officer at Montgomery McCracken, Michael Hu...
2025-11-2621 minPassle CMO Series PodcastEpisode 186 - Jocelyn Brumbaugh of Builden Partners on The Skills Legal Marketers Need NextIf you’re a law firm marketer, you know the pressure of balancing attorney demands, limited resources, and the need to stay genuinely strategic. The job is more than execution. It requires sharp prioritization and a steady, trusted voice over time.
In this episode of the CMO Series Podcast, Alex Haidar talks with Jocelyn Brumbaugh, Founder of Builden Partners and legal marketing leader with experience at firms such as Foley & Lardner, Baker McKenzie, and Citadel. She shares practical, process-focused guidance to make marketing effective where it truly counts.
They discuss the skills legal marketers need to...
2025-11-1822 minPassle CMO Series PodcastCMO Series Live Special: Connor Kinnear on Cross-Selling: The Missed Opportunity in Professional Services MarketingMost law firm CMOs agree that cross-selling is the fastest and most cost-effective way to grow law firm revenue. Yet, our latest research shows that 84% of law firms are missing out on these opportunities.
The biggest barriers to cross-selling success are awareness and trust. Lawyers need the confidence to refer work which requires trust across teams, and they need visibility into the full scope of the firm’s expertise so they know what their colleagues actually do.
That’s where CrossPitch AI comes in. At a recent CMO Series event in London, Connor Kinnear unpacked the...
2025-11-1112 minPassle CMO Series PodcastEpisode 185 - Charlotte Watt of Brabners on Moving the Needle in Law Firm Business DevelopmentMaking an impact in business development isn’t about following a script; it’s about finding what works, what doesn’t, and where you can really move the needle. Through the power of listening and successful automation strategies, important client relationships can be strengthened.
Today on the Passle CMO Series podcast, Charles is joined by Charlotte Watt, Head of Business Development at Brabners, to hear about her journey from the British Army to BD in the legal sector, and how her early career experiences shaped her people-first and results-driven approach.
With nearly two years at the fir...
2025-11-0520 minPassle CMO Series PodcastEpisode 12 - CMO Series Digital Masterclass: Appius on Choosing the Right CMS for Law FirmsImplementing a seamless Content Management System that is able to grow alongside the firm in the long-term should be a top priority within law firms digital strategies. Through extended team collaboration, firms can create a shared vision for suitable future marketing technology, ensuring flexibility and scalability, while also boosting efficiency and SEO.
Today on the Passle CMO Series Digital Masterclass Podcast, we’re diving into CMS for the legal sector, a crucial part of a firm’s marketing and business development toolkit.
Carrie Dyer, Digital Account Director at Appius, a company with d...
2025-10-2928 minPassle CMO Series PodcastCMO Series Lex Mundi Roundtable Live: Susan Lee Hollender of Michael Best & Friedrich on Cross-Selling in PracticeLive from the Lex Mundi Americas Regional Marketing and Business Development Roundtable in Denver, this special episode of the CMO Series Podcast dives into Cross-Selling in Practice.
Ali Bone is joined by Susan Lee Hollender, Chief Growth Officer at Michael Best & Friedrich, to explore how firms can move from intention to action.
Drawing on insights from Passle’s AI & Cross-Selling Report 2025, the conversation unpacks what’s working across the Lex Mundi network, the barriers that hold firms back, and what clients truly want to see.
From building trust and awareness to proven approaches and s...
2025-10-2723 minPassle CMO Series PodcastEpisode 184 - Jennifer Stokes of Shipman & Goodwin on Earning Trust and Credibility in Legal MarketingIn an industry where tradition often outweighs transformation, building trust and influence is the foundation for earning long-term credibility and needs to start from within.
In today’s must-listen episode of the CMO Series podcast, Eugene speaks with Jennifer Stokes, Senior Director of Marketing and Business Development at Shipman & Goodwin, to explore her long-awaited insights into the importance of earning trust and credibility internally.
With nearly two decades at the firm, Jen brings a unique perspective on what it takes to earn trust in a legacy-driven law firm. From navigating leadership dynamics to championing the ro...
2025-10-2115 minPassle CMO Series PodcastCMO Series Live Special: The Art of Cross-SellingCross-selling remains one of the biggest growth opportunities for professional services firms, yet cultural silos, lack of trust and missed client insights mean many struggle to get it right.
Join this panel of professional services marketing and BD leaders as they unpack the biggest challenges and opportunities in cross-selling today.
Recorded live in London, Will Eke hosts Sadie Baron (Interim CMO, TLT), Barney O’Kelly (Head of Solutions & Product Marketing, AlixPartners), Peter Skinner (BD & Marketing Director, Wedlake Bell) and James Davidge (Head of Origination, Taylor Wessing) as they dive into the pitfalls of cross-firm collaboration, th...
2025-10-1447 minPassle CMO Series PodcastEpisode 183 - Professionally Personal: Alitia Faccone of Jackson Lewis on How Storytelling Drives Legal BDThe art of storytelling is becoming an increasingly vital tool for law firms to form strong client relationships through personal connections, ultimately encouraging natural collaboration to rise above competitors.
Today, Alitia Faccone joins Will Eke on the CMO Series Podcast to share exactly how to incorporate successful storytelling into legal marketing. From acting school to law school to leading business development at Jackson Lewis, Alitia Faccone has built a career leveraging the power of storytelling.
In this episode, we’re going to dive into how data, creativity, and a ‘professionally personal’ approach to content are helping...
2025-10-0743 minPassle CMO Series PodcastEpisode 182 - Phill McGowan of Phill McGowan Marketing on Building Successful Thought Leadership CampaignsExecuting an effective thought leadership strategy is essential in professional services marketing, yet many firms continue to struggle. By understanding and implementing the right approaches, firms can not only cut through crowded markets but also build lasting credibility.
In today’s episode of the CMO Series Podcast, Charlie speaks with a former guest on the series, Phill McGowan, who has led marketing and communications at top law firms including Jenner & Block, Crowell & Moring, and Reed Smith. Now, through his consultancy, Phill McGowan Marketing, he helps firms deliver impactful, data-driven campaigns.
Phill joins us today for a...
2025-09-3028 minPassle CMO Series PodcastEpisode 181 - Anne Kunkel of Redgrave on Making a Big Impact in a Boutique FirmBoutique firms are continually finding new ways to stand out, tackle significant cases, and make a lasting impact.
In today's episode of the CMO Series Podcast, Eugene McCormick welcomes Anne Kunkel, the Chief Marketing Officer at Redgrave. Anne joins Eugene to discuss how boutique firms consistently go above and beyond, sharing her insights on building an agile team, navigating new technologies, AI, and regulations, and successfully driving strategy through to action.
Anne and Eugene explore:
Anne’s background and unique career journey to Redgrave
The approach Redgrave takes to position their unique style in the...
2025-09-2323 minPassle CMO Series PodcastEpisode 180 - Helen Cox of Helen Cox Marketing on Lessons from a Fractional Marketer: What Works and Where Firms Go WrongFractional marketing is on the rise, enabling firms to tap into top-tier expertise without the full-time cost.
In today’s episode of the CMO Series Podcast, Charles Cousins sits down with leading fractional marketer, Helen Cox. Helen breaks down the common mistakes that appear in marketing and BD, the role a fractional CMO plays and how firms can truly find value in leveraging fractional leadership without the full-time cost.
Helen is a Marketing and Business development consultant and the founder of Helen Cox Marketing. She has successfully worked with numerous firms, helping them re-strategise their mark...
2025-09-1627 minPassle CMO Series PodcastEpisode 179 - Dr Karen Kahn of Threshold Advisors on Bridging the Cross-Selling GapLaw firms continue to struggle with getting their lawyers to cross-sell effectively, leaving significant revenue untapped. The good news is that with the right strategic shift, firms can close the gap between their professionals and cross-selling success.
In this episode of the CMO Series, Yasmin Zand is joined by Threshold Advisors Managing Partner, Dr. Karen Kahn, to talk about how firms can do this effectively. Karen is a psychologist, certified coach, and the author of Daunting to Doable.
In this episode, Karen breaks down how law firms can turn relationships into revenue by making cross-selling s...
2025-09-0925 minPassle CMO Series PodcastCMO Series REPRESENTS - Paul Modley on Belonging by Design: Building DEIB That LastsDiversity, Equity, and Inclusion has become a critical framework for organisations striving to create more supportive environments for both current and prospective employees. As the competition for talent intensifies, firms are recognising the importance of addressing gaps in representation.
Today's guest on CMO Series REPRESENTS is someone well-versed in driving meaningful change and is here to discuss why building a culture of belonging matters. Olivia Backon is joined by Paul Modley, AMS’s Managing Director of Diversity, Equity, Inclusion, and Belonging.
Paul’s journey has been powerful and inspiring, taking him from his working-class roots in Wa...
2025-09-0224 minPassle CMO Series PodcastEpisode 178 - Courtney Beauzile of Robins Kaplan on Building High-Performance Marketing & BD Teams in Modern Law FirmsIn today’s legal market, mid-size firms are proving they can punch well above their weight, and the secret often lies in bold, strategic marketing leadership. In this episode of the CMO Series Podcast, Charles Cousins speaks with Courtney Beauzile, Head of Marketing, Business Development & Communications at Robins Kaplan. After moving from an AMLaw 100 firm to an AMLaw 200 mid-size firm, Courtney has shown how the right approach can fuel growth, elevate digital presence, and transform the impact of marketing.
Two years into her role, Courtney shares her playbook for building strong, diverse teams that bring creativity and in...
2025-08-2619 minPassle CMO Series PodcastCMO Series REPRESENTS - Gina Rubel on Leading with Integrity: Strategic Comms for Complex TimesIn a time when business leaders are navigating heightened political division, evolving workplace expectations, and the urgent call for inclusivity, understanding how to lead with purpose has never been more critical.
On this episode of CMO Series REPRESENTS, Yasmin Zand is joined by Gina Rubel, CEO and General Counsel at Furia Rubel Communications. Their conversation explores the deep commitment to advocacy, DEI, and ethical relationship-building that has shaped Gina’s leadership and the culture at Furia Rubel.
Together, they delve into the forces behind Gina’s passion, including her work with the Rule of Law Coali...
2025-08-1934 minPassle CMO Series PodcastEpisode 177 - Guy Alvarez of InnovAItion Partners on AI & Legal Marketing: Where Are We and What Comes Next?AI is transforming the legal industry, yet many firms are missing a trick. While policies and strategies are taking shape, marketing and business development are too often left out of the conversation.
In this episode, Charles Cousins speaks with Guy Alvarez, lawyer-turned-entrepreneur and founder of InnovAItion Partners, on why marketing and BD leaders need a seat at the AI table, and how their involvement can drive innovation, meet client expectations, and give firms a competitive edge.
Guy and Charles cover:
Guy’s journey into legal marketing and the work he has done with Good2bS...
2025-08-1226 minPassle CMO Series PodcastRainmakers: EP4 - Carl Kennedy of Katten on Building a Competitive Edge with Thought LeadershipCreating impactful thought leadership content in a high-pressure, client-driven industry is no small feat, especially when time is tight. But done right, it can unlock career-defining opportunities, from keynote invitations to game-changing client wins.
In this episode of CMO Series Rainmakers, Yasmin Zand sits down with Carl Kennedy, Co-chair of Financial Markets and Regulation at Katten, to unpack how he’s built a standout reputation by consistently delivering timely, authentic thought leadership.
Carl shares the mindset and strategy behind his thought leadership success, including how he balances content creation with client demands and how that eff...
2025-08-0517 minPassle CMO Series PodcastCMO Series REPRESENTS - Ioana Good on Finding Your Voice: A CEO's Journey to the U.S. and Path in Journalism, Thought Leadership and TechOn this episode of CMO Series Represents, Yasmin Zand is joined by Ioana Good, founder of Promova, for a conversation that’s as inspiring as it is insightful.
Ioana’s journey began when she left Romania for the U.S. with just two suitcases and limited English. What followed was a path defined by resilience, self-education, and an unwavering commitment to growth. From navigating the challenges of a new culture to transitioning from the newsroom to the boardroom, Ioana shares how each experience helped shape her into the leader and communicator she is today.
In this...
2025-07-2917 minPassle CMO Series PodcastEpisode 176 - Julie Mortimer of Mills & Reeve on The Right Way to Kickstart Your CRM StrategyAs major infrastructure initiatives like CRM become more essential, many firms find themselves struggling to get projects off the ground. From securing stakeholder buy-in to selecting the right technology and navigating complex security requirements, launching a CRM can feel overwhelming. But with the right strategic approach, it doesn’t have to be.
In today’s episode, Charles Cousins is joined by Julie Mortimer, Director of Marketing at Mills & Reeve, for a practical deep dive into how to launch a CRM project successfully. Julie shares expert insights on overcoming common challenges, choosing the right vendors, and securing lasting buy...
2025-07-2220 minPassle CMO Series PodcastCMO Series Live Special: The AI Revolution and What it Means for CMOsOn Thursday, June 5th, we hosted CMO Series Live 2025 in New York. Throughout the day, we witnessed sessions led by senior marketing leaders and managing partners. Today, we are revisiting one of the standout sessions of the day, which explored the way AI is reshaping the landscape for legal marketing and business development.
Moderated by Sam Page, we heard from:
Jen Leonard, Founder & Principal at Creative Lawyers,
Darth Vaughn, Associate General Counsel & Managing Director, Policy and Legal Operations at Ford Motor Company
Bridget Mary McCormack, President and CEO at American Arbitration Association
Jim Metzger, Chief Financial Of...
2025-07-0940 minPassle CMO Series PodcastEpisode 175 - Richard Meneghello of Fisher Phillips on How Smart Content Can Set Your Firm ApartContent has become a powerful driver of visibility and growth in the legal industry. But with so many approaches to creating and delivering content, how can firms foster a culture that not only encourages contribution but also supports business development and client engagement?
On this episode of the CMO Series Podcast, James Barclay is joined by Richard Meneghello, Chief Content Officer at Fisher Phillips, to explore what it takes to get lawyers writing, and why close collaboration with marketing and BD teams is essential to making it work.
Richard also shares his perspective on the...
2025-07-0120 minPassle CMO Series PodcastEpisode 174 - Jason Levin of Ready, Set, Launch, LLC on The Key to Cross-Selling: Building Real Human ConnectionCross-selling is becoming an essential part of how law firms can boost their revenue and create long-lasting relationships with their clients. Yet, CMOs and BD leaders have recognized that their lawyers are struggling to cross-sell effectively, leaving them wondering how they can get their lawyers over the cross-selling barriers. The key to that is building real human connection.
On today's episode of the CMO Series Podcast, Charlie Knight is joined by Jason Levin, Founder of Ready Set Launch and author of Relationships to Infinity, former brand marketer of Unilever, and a business development coach to law firms a...
2025-06-1827 minPassle CMO Series PodcastCMO Series Live Special: How Law Firm Leaders Use Thought Leadership to Drive GrowthIn this special edition of the CMO Series Podcast, we revisit one of the standout sessions from last week’s CMO Series Live in New York. This episode explores how managing partners and senior leaders are using thought leadership to strengthen client relationships, drive business development, and leave a lasting impact in the digital space.
This session was moderated by our very own Alistair Bone, who was joined on stage by:
Jeff Greenbaum, Managing Partner of Frankfurt Kurnit Klein & Selz
Simon Malko, Managing Partner of Morris, Manning & Martin
Meredith Williams-Range, Chief Legal Operating Officer at Gibson Du...
2025-06-1246 minPassle CMO Series PodcastRE-RELEASE: Gina Connell on How to Bring Your Firm on the AI JourneyAI is quickly being adopted and used to keep firms ahead of the curve, yet many firms struggle to do this effectively and get the most out of AI. However, the key question many firms ask is ‘How do we bring the whole firm along the journey of using AI?’
In today’s re-release episode, Gina Connell, Chief Marketing Officer at B P Collins, discusses the practical and strategic approaches to navigating the journey of AI within a firm. Gina breaks down how she led the charge of the firm’s AI policy, how firms can collaborate and use...
2025-06-0220 minPassle CMO Series PodcastEpisode 173 - Laura Klysz of Simmons & Simmons on The Power of Storytelling in Legal MarketingFor law firms to truly stand out, creativity in storytelling is essential. It’s what humanises the brand and helps build stronger, more meaningful relationships with clients and prospects.
On today’s episode of the CMO Series Podcast, Alistair Bone is joined by Laura Klysz, Chief Marketing Officer at Simmons & Simmons, who recently led the firm to a Drum Award nomination for their standout campaign, The Year Ahead 2025.
Laura shares how storytelling has become a powerful foundation of her legal marketing strategy - and how looking beyond the legal sector for inspiration can unlock new leve...
2025-05-2729 minPassle CMO Series PodcastEpisode 172 - Nicholas Barrows of Trowers & Hamlins on Blending AI with Human Creativity to Drive Deeper Client ConnectionsAI and automation are reshaping how professionals engage with their clients and promote their services, but is there any room left for human creativity?
In today’s episode of the CMO Series Podcast, Charles Cousins is joined by Nicholas Barrows, Director of Marketing at Trowers & Hamlins, to discuss the evolution of AI, data and creativity in marketing and business development.
Nicholas shares his insights on how AI is transforming the professional industry, the journey of their data-driven campaigns like ‘Rethinking Regeneration’, and how professionals can blend AI, data, and human creativity to promote greater client engagem...
2025-05-2016 minPassle CMO Series PodcastEpisode 11 - CMO Series Digital Masterclass: Chris Yates of Bristows on How to Streamline Your Thought LeadershipThought leadership is a cornerstone of content marketing in professional services; it showcases your firm’s expertise and strengthens client relationships. The real challenge is uniting lawyers on one platform to centralise and scale thought leadership.
In this episode of CMO Series Digital Masterclass, Will Eke speaks with Chris Yates, Digital Marketing Manager at Bristows, where over 150 authors have published 900+ insights, driving more than 330,000 views.
Chris shares how Bristows has reimagined its approach to thought leadership, brought lawyers on board, and built an internal comms strategy that made it all work.
Will and Ch...
2025-05-1239 minPassle CMO Series PodcastRE-RELEASE: Tracey Whyte on Getting The Most Out of AI in a Lean Marketing and BD teamAI is being leveraged in professional services marketing at a rapid rate, yet there are limited examples of successful adoption.
In this episode of the CMO Series Podcast re-release series, Tracey Whyte, Director of Business Development and Marketing at Piper Alderman, speaks with Charles Cousins to share practical tips on the applications of AI that she has been using to drive the firm in the market. She also shares the challenges that come with applying AI and how she's navigating them.
Key highlights from this episode include:
Tracey’s journey to Piper Alderman
The earl...
2025-05-0723 minPassle CMO Series PodcastRE-RELEASE: Joe Green & Monica Rodriguez Kuniyoshi on Integrating Generative AI with Your ExpertsWe're revisiting standout episodes from the CMO Series Podcast exploring the role of AI in reshaping professional services marketing.
In this second episode of the series, we look back at an unforgettable session from the CMO Series Live held in New York. Joe Green, Chief Innovation Officer, and Monica Rodriguez Kuniyoshi, Chief Marketing Officer of Gunderson Dettmer, took to the stage to discuss integrating generative AI into their team's expertise.
They cover:
How they are leveraging AI
The strategic decisions involved when using and implementing generative AI
How to keep the human voice central to...
2025-04-2931 minPassle CMO Series PodcastRE-RELEASE: Alison Arjoon and Luke Ferrandino on Shaping a New Era of Collaboration with AIWe’re revisiting standout episodes of the CMO Series Podcast to explore how AI is reshaping professional services marketing. We’ll hear insights directly from industry leaders on the best approaches to integrating AI into your firm and the efficiencies they are seeing.
In this special episode, we look back at a memorable session from the CMO Series Live held in New York.
Alison Arjoon, the Chief Marketing and Business Development Officer at Fragomen, and Luke Ferrandino, who was the CMO at Paul Weiss and is now the Chief Business Development & Marketing Officer at Skadden, took...
2025-04-2339 minPassle CMO Series PodcastEpisode 171 - Wendy Bernero of Yate Collaborative on Igniting Your Cross-Selling by Delivering Client ValueEvery law firm strives to achieve year-on-year profitable revenue growth. As the industry continues to grow more competitive, firms are looking at how to drive sustainable, organic growth by focusing on client value delivery.
On today's episode of the CMO Series Podcast, James Barclay is joined by Wendy Bernero, Founder and Strategic Advisor at Yate Collaborative, who has over 30 years of experience in legal marketing and held Chief roles in firms including Baker McKenzie. Wendy discusses insights on how firms can deliver real value to their clients, the ways to maximise cross-selling and more.
James a...
2025-04-1630 minPassle CMO Series PodcastEpisode 10 - CMO Series Digital Masterclass: Gareth Osborne and John Riley on How to Build Seamless Client ExperiencesTop-tier client experience is essential for law firms to stand out in a busy market. By prioritising usability and aligning with client needs, firms can showcase expertise, simplify engagement, and build trust, driving inquiries and conversions in a digital-first landscape.
In this episode of CMO Series Digital Masterclass, Charlie Knight is joined by Gareth Osborne, Managing Director at MRM UK, and John Riley, Head of Strategy. Together, they delve into the critical role of client experience, exploring how firms can unlock value by deeply understanding their clients' needs and motivations.
Gareth, John and Charlie Cover:
2025-04-0825 minPassle CMO Series PodcastEpisode 170 - Paige Pierce and Tiffani Mowry on Winning as a Solo MarketerIn smaller to mid-sized firms, the marketing function can sometimes fall on the shoulders of just one person.
In today’s episode of the CMO Series Podcast, Alistair Bone talks with not one but two solo marketers - Paige Pierce, Business Development & Marketing Manager at Ray Quinney & Nebeker, and Tiffani Mowry, Marketing and Attorney Recruiting Coordinator at Crowley Fleck. They discuss their insights, secrets and strategies to succeeding as a solo legal marketer.
Alistair, Paige and Tiffani cover:
What their respective roles entail
The strategies and approaches to managing campaigns and initiatives as a solo...
2025-04-0222 minPassle CMO Series PodcastCMO Series Rainmakers: EP3 - Brinsley Dresden and Geraint Lloyd-Taylor of Lewis Silkin on Leveraging Thought Leadership to Build Personal and Practice BrandsThought leadership has become an essential strategy for professional services marketers, and it's even more powerful when driven by the experts and lawyers themselves.
In today's episode of CMO Series Rainmakers, Olivia Backon is joined by two of the foremost voices in advertising and marketing law - Brinsley Dresden and Geraint Lloyd-Taylor, Partners and Co-Heads of Advertising & Marketing at Lewis Silkin.
Brinsley and Geraint are renowned for their engaging and insightful thought leadership. With a blend of wit and humour, they tackle key issues in the advertising world, from ASA decisions to new legislation. Through t...
2025-03-2743 minPassle CMO Series PodcastCMO Series Live 2025: An Exclusive Preview with Natasha SandamasCMO Series Live is back! After a hugely successful sell-out CMO Series Live last year in New York, we have decided to return for a second year running.
This year, CMO Series Live is set to be bigger and better, with another stellar lineup of speakers covering the hottest topics in legal marketing, from AI to cross-selling.
On today’s episode of the CMO Series Podcast, Natsaha Sandamas joins us to share an exclusive look at what to expect from CMO Series Live 2025.
Natasha and Charlie cover:
An overview of what CMO Seri...
2025-03-2507 minPassle CMO Series PodcastEpisode 169 - Ian Ribald of Ballard Spahr on Taking a Holistic Approach to Client Development in Legal MarketingCreating deep connections with clients can lead to new opportunities for law firms to gain a greater understanding of client goals.
In today’s episode of the CMO Series Podcast, Will Eke is joined by Ian Ribald, Chief Marketing and Business Development Officer at Ballard Spahr, to discuss how legal teams can benefit hugely from taking a more holistic approach to their marketing and business development efforts.
Ian and Will cover:
What Ian hopes to bring to his role and the surprises he's faced
How Ian’s approach to marketing and business development shifted after r...
2025-03-1819 minPassle CMO Series PodcastCMO Series REPRESENTS - Part 2: Accelerating Gender Equality in Professional Services MarketingIn our second special episode to mark International Women's Day 2025, we catch up with inspiring women who are paving the way in professional services marketing and business development. They share their top tips for firms looking to accelerate action and promote equality within their organizations.
Our incredible guests discuss the importance of transparent paths to promotion, the significant impact of leading by example, and why creating a safe space for authenticity is crucial to fostering equality in the industry.
A big thanks to all of our guests for their generous contributions to this important conversation:
2025-03-0627 minPassle CMO Series PodcastCMO Series REPRESENTS - Part 1: Accelerating Gender Equality in Professional Services MarketingTo celebrate International Women's Day 2025, we’re proud to present a special two-part edition of CMO Series REPRESENTS, where we spotlight the women at the forefront of driving gender equality in professional services marketing and business development.
We’re privileged to feature insights from influential women who share their personal journeys, the challenges they've faced, and the steps needed to accelerate gender equality in the industry.
In part one, our guests delve into the significance of female representation, the role of authenticity in leadership, and the profound impact women have in shaping change. Through their stor...
2025-03-0427 minPassle CMO Series PodcastRE-RELEASE: Terra Davis of Knobbe Martens on Fostering Psychological Safety, Inclusion and BelongingIn celebration of Black History Month, we’re revisiting powerful conversations with Black professionals in legal marketing to honor their expertise, contributions, and the lasting impact they've made on the industry.
In this episode of the CMO Series REPRESENTS Podcast, Yasmin Zand chats with Terra Davis, Chief Diversity & Talent Development Officer at Knobbe Martens. Terra joins the series to share her journey, why she started advocating for diversity, equity and inclusion, and the critical role of psychological safety in law firms.
Terra discusses the strategies and programs she is working on to drive change and inn...
2025-02-2615 minPassle CMO Series PodcastEpisode 168 - Joe Palermo and Greg Fleischmann on The Evolving Role of Marketing: What CMOs Need to Know in 2025The world of business development and marketing in law firms is constantly changing as professionals work to adapt to new challenges, integrate technology, and redefine the ways to meet client needs.
Today on the CMO Series Podcast, James Barclay is joined by Joe Palermo, Chief Operating Officer at Crowell & Moring, and Greg Fleischmann, Director of Client Development at WilmerHale, to discuss the major shifts that are shaping the legal marketing profession for the next few years.
Joe, Greg and James cover:
The last 5 years in legal marketing and the biggest shift within the profession
How...
2025-02-2514 minPassle CMO Series PodcastRE-RELEASE: Lynnette Espy-Williams of Cozen O’Connor on Thriving Together: Cultivating Allyship, Safety & Diversity in Law Firm CultureIn celebration of Black History Month, we're revisiting impactful conversations with Black professionals in legal marketing to honor their expertise, contributions, and the lasting impact they've had on the industry.
In this episode of CMO Series REPRESENTS, Yasmin Zand sits down Lynnette Espy-Williams, an Equity Partner and the Chief Diversity, Equity & Inclusion Officer at Cozen O'Connor. Lynnette, recognized as one of the Top 10 Most Influential Women in Diversity & Inclusion by The Chief Navigators Magazine, joins the series to share her journey as a diverse lawyer and the transformative experiences that have influenced her career.
The c...
2025-02-2425 minPassle CMO Series PodcastRE-RELEASE: Diana Lauritson of Hogan Lovells on Color, Culture, and Leadership: Raising the Next Generation of Marketing LeadersIn honor of Black History Month, we’re revisiting meaningful conversations with Black professionals in legal marketing to celebrate their expertise, contributions, and the lasting impact they've made on the industry. We hope that these stories inspire others to embrace change and continue to build a more inclusive and equitable future.
In this episode of CMO Series REPRESENTS, Yasmin Zand welcomes a leading role model who is paving the way in professional services marketing by highlighting issues related to color, culture, and leadership in law firms.
Yasmin chats with Diana Lauritson, Senior Marketing and Business Dev...
2025-02-2017 minPassle CMO Series PodcastEpisode 167 - Kim Lansdown of Fladgate on How Legal Marketers Can Use Advertising to Build Stronger BrandsAdvertising plays a crucial role in the marketing mix and offers law firms a powerful tool to build stronger, more recognisable brands.
In today’s episode of the CMO Series Podcast, Will Eke speaks with Kim Lansdown, Director of Strategy and Marketing at Fladgate, about how her unique journey from barrister to advertising professional informs her approach to legal marketing.
Kim shares insights on Fladgate’s standout campaign with The Financial Times, the challenges of driving creative marketing within a law firm, and offers valuable advice for others aiming to leverage advertising strategies to strengthen their...
2025-02-1824 minPassle CMO Series PodcastRE-RELEASE: Flipping the Script on DEI: Courtney Carter of Jenner & Block on Developing Talent and Shaping Client RelationshipsTo celebrate Black History Month 2025, we’re re-releasing standout insights and expertise shared by Black professionals in the legal space.
In this episode of CMO Series REPRESENTS, Yasmin Zand sits down with Courtney Carter, Director of DEI at Jenner & Block, to unpack her remarkable journey and the profound impact she's making on her firm.
Courtney discusses the firm’s cornerstone DEI initiatives that have proven to develop and advance diverse lawyers, the common missteps and misconceptions that have historically hindered law firms in their DEI journey, as well as practical takeaways for law firm leaders, mark...
2025-02-1828 minPassle CMO Series PodcastCMO Series Rainmakers: EP2 - The Role of Thought Leadership on the Path to Managing PartnerWhat does it really take to become a Rainmaker? Rising to the level of managing partner requires not only legal expertise and experience but, also, the ability to generate revenue and drive the firm’s growth. Building credibility through thought leadership plays a crucial role in this process, creating a direct link between valuable insights and financial success.
In this episode of the CMO Series Rainmakers, Tom Elgar, Co-founder of Passle, is joined by Rohan Massey, Managing Partner at Ropes & Gray in London. Rohan, who leads the firm’s Data, Privacy, and Cybersecurity practice, is nearly a year...
2025-02-1220 minPassle CMO Series PodcastEpisode 166 - Kate Fairweather of Curtis on Why Every Law Firm Needs a Podcast StrategyWith podcast listening at a record high, there’s a significant opportunity for law firms to reach their target audience. In episode 166 of the CMO Series Podcast, we dive into the world of podcasting and learn how an effective podcast strategy can support your marketing and business development efforts.
Recorded live in London, Will Eke is joined by Kate Fairweather, Director of Business Development and Marketing at Curtis, Mallet-Prevost, Colt & Mosle LLP, to discuss the power of podcasts and why law firms should include podcasting in their strategy.
We explore Curtis’s podcast and how it’s...
2025-02-1132 minPassle CMO Series PodcastEpisode 165 - Louise Henkel of Hill Ward Henderson on Building a BD-Minded Firm for the FutureIn today’s episode of the CMO Series Podcast, we explore how essential business development is for law firms to build lasting client relationships and how to build a BD-minded firm.
Charles Cousins sits down with Louise Henkel, Director of Business Development and Marketing at Hill Ward Henderson, to discuss the success of their BD training program which Louise has led for the last six years. We’ll explore the impact the BD training program has had both internally and externally, in addition to how Louise has navigated through the challenges she has encountered and the future of BD a...
2025-02-0420 minPassle CMO Series PodcastCMO Series Rainmakers: EP1 - Jeffrey Greenbaum on Mastering Thought Leadership for GrowthWelcome to the first episode of CMO Series Rainmakers, where we explore how the legal industry’s most influential leaders have leveraged thought leadership to build their brands, drive business growth, and strengthen client relationships.
In each episode, our esteemed guests reveal how they create and harness their unique insights to shape their firms’ success, influence the market, and, ultimately, drive revenue.
In this debut episode, Connor Kinnear sits down with Jeffrey Greenbaum, Managing Partner of Frankfurt Kurnit Klein & Selz, for an insightful conversation recorded live in New York. Jeff shares how his strategic approach to t...
2025-01-3048 minPassle CMO Series PodcastEpisode 164 - Sarah Mitchell on Selling Knowledge: What’s ahead for legal marketing in 2025 and beyondIn this episode of the CMO Series Podcast, we focus on the evolution of the legal and marketing landscapes and how to successfully use brand identity to drive business development to help firms effectively showcase their lawyers' expertise.
Charles Cousins sits down with Sarah Mitchell, former National Director of Marketing, Communications, and Digital Strategy at a leading Canadian law firm. Sarah shares key insights for how CMOs should prepare for the coming year, and the next 10 years and reviews the last decade in legal marketing.
Sarah and Charles cover:
The marketing strategies and projects...
2025-01-2719 minPassle CMO Series PodcastEpisode 163 - William McLaughlin of McNees Wallace & Nurick on Driving BD Success Step-by-Step in Any MarketIn today’s episode of the CMO Series Podcast, we explored the different ways to drive BD success in any market through building meaningful client relationships, and the range of tools and tactics that can be adapted based on the region and market.
Charles Cousins sits down with William McLaughlin, the Director of Marketing at McNees Wallace & Nurick, to discuss his experiences of BD and marketing in Southeast Asia, and how they compare to his work in the US. William shares his key strategies for driving BD success and ways to nurture client relationships across diverse markets....
2025-01-2118 minPassle CMO Series PodcastEpisode 162 - Jaclyn Braga and Jenny Hills on Tapping into your Martech Stack to Compete and WinIn today's fast-moving digital world, having a well-organized MarTech stack helps marketers streamline their work, use data to create personalized campaigns, and achieve efficient, measurable results across various channels.
In this episode of the CMO Series, Yasmin Zand talks with Jaclyn Braga, Director of Marketing and Business Development at Morse, and Jenny Hills, Marketing Operations Manager at Axinn, about the importance of MarTech for law firms. They discuss key tools and the challenges and opportunities that adopting these technologies opens up.
Jaclyn, Jenny and Yasmin Cover:
Martech stacks and the tools their teams find...
2025-01-1424 minPassle CMO Series PodcastEpisode 161 - Brendan Delaney of BAL on Bringing Outside Experience into the Role of CMOIn this episode of the CMO Series Podcast, we explore the unique challenges and opportunities that arise when bringing outside experience into the role of Chief Marketing Officer - particularly within the legal industry.
Alistair Bone sits down with Brendan Delaney, Chief Brand Experience Officer at BAL, to discuss how his background in brand experience and marketing has shaped his approach to legal marketing. Brendan shares the insights he’s gained from transitioning into the CMO role within a law firm, the challenges he’s encountered along the way, and the innovative strategies he’s used to drive...
2025-01-0739 minPassle CMO Series PodcastEpisode 9 - CMO Series Digital Masterclass: Scott Rubenstein of RubyLaw on The Power of Content in Legal MarketingIn an industry where clients value the expertise of your professionals, content is a powerful tool to engage, nurture, and convert clients and prospects.
In this episode of the CMO Series Digital Masterclass, Sam Page sits down with Scott Rubenstein, Chief Client Officer of RubyLaw, to explore the critical role of content in law firm marketing, how it drives success, and where firms can enhance their strategies for better results.
Scott and Sam discuss:
Why content is so important in legal marketing
What the RubyLaw platform is and how it supports law firms
The...
2024-12-1128 minPassle CMO Series PodcastEpisode 160 - Erika Galarneau of Cades Schutte on Bringing Local Culture into Your Firm's MarketingLaw firms are an important part of the local communities they serve. In today’s episode of the CMO Series Podcast, Charles Cousins is lucky enough to sit down with Erika Galarneau, Marketing and Business Development Manager at Cades Schutte - Hawaii's largest law firm. Together they delve into a specific campaign that uncovers the importance of incorporating local culture into your marketing efforts.
Erika and Charles Cover:
The role local culture plays in a firm's marketing efforts and why it should be something marketers have on their radar
Erika’s career journey and how she arri...
2024-12-0416 minPassle CMO Series PodcastGrowth & Gratitude: Part 3 - CMO Series Podcast Thanksgiving SpecialIn this special Thanksgiving edition of the CMO Series Podcast, we take a moment to reflect on the incredible mentors and leaders who have shaped the careers of some of the brightest minds in legal marketing. Our amazing guests share their gratitude for those who’ve guided their journeys, offering valuable insights, lessons, and experiences to inspire the next generation of legal marketing leaders.
At the heart of this episode are the themes of networking and collaboration - our guests emphasize how building and nurturing relationships are key to success. They also discuss the importance of taking ow...
2024-11-2730 minPassle CMO Series PodcastA Season of Gratitude: Part 2 - CMO Series Podcast Thanksgiving SpecialIn this special episode, we’re joined by a group of incredible leaders from the legal marketing industry who reflect on the mentors and pivotal figures that have influenced their careers.
They share their experiences, offering valuable insights on how embracing bold innovation and building respect and understanding are key to shaping the future of legal marketing.
Featured Guests:
John Eix - Director of Business Development and Marketing, Crowe Dunlevy
Amanda Schneider - Chief Marketing and Business Development Officer, Epstein Becker Green
William McLaughlin - Director of Marketing, McNees Wallace & Nurick
Maura Brandt - Crow...
2024-11-2532 minPassle CMO Series PodcastCelebrating Gratitude: Part 1 - CMO Series Podcast Thanksgiving SpecialIn this special Thanksgiving edition of the CMO Series Podcast, we bring together an inspiring group of legal marketing professionals to reflect on the people and experiences that have shaped their careers. From the mentors who instilled the value of continuous learning to the strategies that help achieve work-life balance, our guests share heartfelt gratitude, invaluable advice, and insights into building resilience and thriving in the industry.
Featured Guests
Beth Huffman - Director of Marketing, Nelson Mullins Riley & Scarborough
Angela Petros - Global Chief Marketing Officer, Baker McKenzie
Karen Morton - Chief Marketing Officer, Cleary Gottlieb
Lauren Mistretta...
2024-11-2133 minPassle CMO Series PodcastEpisode 159 - Halina Kochanowicz of IPH on Why Legal Marketing Needs a Shake-Up: Lessons from a CCOLooking beyond the legal marketing industry offers invaluable insights and fresh perspectives that can drive true innovation. In today’s episode of the Passle CMO Series Podcast, Will Eke welcomes Halina Kochanowicz, Chief Commercial Officer at IPH Ltd. Halina brings a wealth of knowledge from her extensive experience leading marketing for top-tier, magic-circle law firms to her current CCO role, where she continues to shape business strategies at the highest level.
In this conversation, we’ll delve into Halina’s unique journey, exploring the key lessons law firm marketers can learn from other industries.
Halina and Wil...
2024-11-2025 minPassle CMO Series PodcastCMO Series Digital Masterclass LIVE : Sophie Bowkett on Building a Bold Market Presence with Bird & Bird's Digital TransformationThis week's special episode of the CMO Series Digital Masterclass was recorded live in London where Charles Cousins sat down with Sophie Bowkett, CMO at Bird & Bird, for an insightful conversation about the firm's remarkable digital transformation journey.
In this episode, Charles and Sophie delve into the story behind Bird & Bird's comprehensive rebrand and the development of a scalable digital infrastructure designed to support their global teams. They discuss the importance of thought leadership, lawyer activation, and self-service tools in crafting a bold market presence.
Sophie shares her experiences and insights on managing large-scale projects...
2024-11-1929 minPassle CMO Series PodcastEpisode 8 - CMO Series Digital Masterclass: Karen Wilcox on Building Online Success with a Lean TeamBuilding a world-class digital presence is often associated with big budgets and large teams. In this episode, we’re exploring how to achieve online success with a leaner approach.
Charlie Knight welcomes Karen Wilcox, former Head of Marketing at Taylor English and previous Marketing Director at Kilpatrick to the CMO Series Digital Masterclass. With a foundation in Big Four consulting, Karen now leads as President of Marketing Speaks, bringing years of expertise in driving effective digital marketing strategies.
Join us as Karen shares her unique insights on how firms can develop and implement impactful digital mar...
2024-11-1218 minPassle CMO Series PodcastEpisode 158 - Jeff Berardi’s 7 steps to better, more strategic thought leadershipThought leadership is essential to professional services marketing - it provides firms with a powerful platform to showcase their expertise while delivering value to clients and prospects.
In today’s episode of the CMO Series Podcast, we dive into a new approach to thought leadership, one designed to maximize its strategic business impact.
Ed Lovatt sits down with Jeff Berardi, former Chief BD and Marketing Officer at Arnold & Porter, CMO at K&L Gates and Ankura, and now a marketing consultant at Berardi Consulting, to discuss his 7-step model for driving business value through thought lea...
2024-11-0642 minPassle CMO Series PodcastEpisode 7 - CMO Series Digital Masterclass: Amanda Schneider on How to Integrate Individual and Law Firm Brands OnlineA firm's brand establishes credibility and attracts clients, while individual attorneys' brands build trust and showcase expertise. Together, they create a synergy that enhances the firm’s reputation and market reach.
In this episode of the CMO Series Digital Masterclass, Charlie Knight is joined by Amanda Schneider, Chief Marketing and Business Development Officer at Epstein Becker Green. With 20 years of law firm leadership experience, Amanda discusses how CMOs can effectively balance integrating a firm’s overall brand strategy with the individual brands of its attorneys online.
Amanda and Charlie Cover:
How firms balan...
2024-10-2522 minPassle CMO Series PodcastCMO Series Live Special: Alison Arjoon and Luke Ferrandino on Shaping a New Era of Collaboration with AIIn this special episode of the CMO Series Podcast, we revisit a memorable session from the CMO Series Live held in New York.
Eugene McCormick set the stage for an engaging discussion with Alison Arjoon, the Chief Marketing and Business Development Officer at Fragomen, and Luke Ferrandino, the Chief Marketing Officer at Paul Weiss. Together, they explored how AI is ushering in a new era of collaboration and transforming the Business Pyramid.
Alison, Luke and Eugene Cover:
The role of technology and the challenges faced by both traditional and non-traditional law firms
2024-10-2339 minPassle CMO Series PodcastEpisode 6 - CMO Series Digital Masterclass: Anders Holt and Chris Eatherton on Crafting a Winning RFP for Professional Services WebsitesWelcome to the CMO Series Digital Masterclass. A successful website build for any professional services firm begins with a well-crafted RFP. Today, we're joined by Anders Holt, CEO of Novicell, and Chris Eatherton, Head of Digital Marketing at AlixPartners, who will share their expertise on the complexities of website projects and the nuances of crafting a winning RFP from both the agency and client perspectives.
In this episode, we discuss the biggest challenges firms face when drafting an RFP, the importance of involving technical experts early on, and how to approach a project with a clear understanding...
2024-10-1633 minPassle CMO Series PodcastEpisode 157 - Laura Ottley of Addleshaw Goddard on What it Means to be Client-shaped and the Role of CMOWhile many firms strive to put clients first, today we’re exploring what it truly means to be 'client-shaped' and how the role of the CMO is evolving to instil that mindset across organisations.
No one is better equipped to delve into this topic, in today’s episode, Will Eke is excited to welcome Laura Ottley, Chief Marketing Officer at Addleshaw Goddard, to the CMO Series Podcast.
Laura has played a pivotal role in redefining Addleshaw Goddard’s approach to client engagement. She joins the series to share her leadership journey, the innovative campaigns that have s...
2024-10-1530 minPassle CMO Series PodcastEpisode 5 - CMO Series Digital Masterclass: What it Takes to Build a World-Class Digital PresenceIn this episode of the CMO Series Digital Masterclass, Charlie invites Julie Chodos, Chief Marketing and Business Development Officer at Axinn, and Duncan Shaw, Chief Creative Officer at Living Group to guide us through Axinn’s rebranding journey, fresh off the back of its launch.
Julie, working alongside Duncan, has just unveiled Axinn's new brand and website and joins the series to share her insights on the entire journey, from setting the project's scope to managing change within the firm. Duncan shares his perspective as a partner in the process, revealing some of the secrets to successfully de...
2024-10-0929 minPassle CMO Series PodcastCMO Series Live Special: Iris Jones of Akerman on How to Stand Out and Deliver ResultsThis special episode of the CMO Series Podcast, was recorded live at the Lex Mundi Annual Conference in Toronto where Alistair Bone was joined by Iris Jones, Akerman's Chief Marketing and Client Development Officer.
Iris shares her insights on how fostering proactivity and accountability within the firm can drive positive change and make an impact both inside and outside the firm.
Iris and Ali Cover:
The importance of standing out for marketers and BD professionals
Iris’s journey to her current role at Akerman and how she takes accountability for results
The meaning of positi...
2024-10-0942 minPassle CMO Series PodcastEpisode 156 - John Austin-Brooks of Abel + Imray on Taking a BD-Led Approach to Conferences and EventsIn-person events and conferences still hold significant value for legal marketing and BD teams, but choosing the right events and identifying opportunities is key to maximising their potential.
In this episode of the Passle CMO Series Podcast, Will Eke welcomes John Austin-Brooks, Commercial Manager at Abel + Imray, a leading intellectual property firm, to share how he’s driving business development through events with a small team and why a strategic approach to events can help firms maximise their impact and build lasting client relationships.
John and Will cover:
How the approach to even...
2024-10-0842 minPassle CMO Series PodcastCMO Series Live Special: Kelly Harbour and Terra Liddell on Unlocking the Potential of Data for Business DevelopmentIn 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.
2024-10-0233 minPassle CMO Series PodcastCMO Series Live Special: Joe Green & Monica Rodriguez Kuniyoshi on Integrating Generative AI with Your ExpertsIn 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 ge...
2024-09-2630 minPassle CMO Series PodcastCMO Series Live Special: Trish Lilley on How to Build Influence & Gain Buy-In for ChangeIn 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 bo...
2024-09-1835 minPassle CMO Series PodcastEpisode 155 - Jim Newell & Liz Lockett of Buchanan Ingersoll & Rooney on Cultivating Collaboration: Buchanan's Secrets to SuccessEffective 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 Ma...
2024-09-1027 minPassle CMO Series PodcastEpisode 4 - CMO Series Digital Masterclass: How to Build Your Website with a Unique Point of DifferenceA 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...
2024-09-0513 minPassle CMO Series PodcastCMO Series REPRESENTS Lucie Allen & Silvia Van den Bruel - From Awkward to Accepted: Normalizing #MenopauseMattersMenopause 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 initia...
2024-09-0336 minPassle CMO Series PodcastEpisode 154 - Leor Franks of Kingsley Napley on Stepping Up: The Journey from CMO to Board-Level StrategistTransitioning 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 Ki...
2024-08-2722 minPassle CMO Series PodcastEpisode 153 - Karen Wilcox of Marketing Speaks on The Unique Roles of CMOs and BDMs in Program RolloutsWhile 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 p...
2024-08-2016 minPassle CMO Series PodcastEpisode 3 - CMO Series Digital Masterclass: How Thought Leadership Determines Digital SuccessWelcome 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 episo...
2024-08-1415 minPassle CMO Series PodcastEpisode 152 - Clinton Gary of CREDO Consulting on Collaborative Growth: A Guide for CMOs and Managing PartnersLaw 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 a...
2024-08-1345 minPassle CMO Series PodcastEpisode 2 - CMO Series Digital Masterclass: Placing Thought Leadership At The Heart Of Your Online BrandWelcome to Episode 2 of the CMO Series Digital Masterclass. Today, we’ll explore how thought leadership can transform your firm’s online brand.
We’ve curated top digital insights from our CMO Series Podcast - links to the full episodes are listed below.
Join us as we delve into essential tools and strategies for professional services marketers, revealing why thought leadership is becoming central to digital success. We'll share success stories from industry leaders who have made their firm's expertise the cornerstone of their online presence.
Check out:
CMO Series EP43 - One f...
2024-08-0813 minPassle CMO Series PodcastEpisode 151 - Tim Mullane of Wilson Elser on How to Align Budgets with Your Firm’s Growth StrategyLaw firm budgets are under increasing scrutiny as firms face pressure to maximize efficiency, adapt to changing market conditions, and deliver more value to clients.
For CMOs, understanding and aligning the marketing budget with the firm's broader strategic goals is critical. A well-aligned budget ensures that marketing efforts directly support the firm’s growth objectives, enhance client engagement, and improve ROI for marketing activities.
In this episode of the CMO Series Podcast, Alistair Bone sits down with Tim Mullane, Chief Marketing and Business Development Officer at Wilson Elser, to understand how to align a firm’s bud...
2024-08-0740 minPassle CMO Series PodcastIntroducing CMO Series Digital Masterclass: Elevating Your Firm's Digital PresenceWelcome to the CMO Series Digital Masterclass, an exciting new sub-series of the CMO Series Podcast. This masterclass is designed to help professional services marketers build world-class digital platforms that enhance their firm's online presence and position them as thought leaders.
The CMO Series Digital Masterclass is inspired by Passle’s latest research and the pressing needs of today’s marketing leaders. The goal is to provide actionable insights and best practices for developing robust online platforms that keep your firm front of mind for clients and prospects.
To kick off this series, Charlie Knight, Mark...
2024-08-0608 minPassle CMO Series PodcastEpisode 150 - Lee Grunnell of Womble Bond Dickinson on The Importance Of Advertising in Professional ServicesIn the realm of B2B professional services, advertising is frequently one of the least utilized marketing tools. Earlier this year, Thompson Reuters published their "State of Global Legal Marketing & BD" report, revealing that professional services marketers rated advertising as the least effective marketing tactic, behind PR, social media, and client education.
In this episode of the CMO Series Podcast, Lee Grunnell, CMO at Womble Bond Dickinson joins Charles Cousins to discuss the importance of advertising in professional services, exploring the common misconceptions and the opportunities for firms.
Lee and Charles cover:
Why marketers...
2024-07-3026 minPassle CMO Series PodcastEpisode 149 - Paul Askew of Withersworldwide on Why Legal Marketing Needs to Get PersonalAuthentic, human-centred stories have long been a staple in B2C marketing, but they’re much less common in the world of professional services. As digital media rises, the fast-paced nature of the media landscape and decreasing attention spans mean marketers need to put in extra effort to make a substantial impact.
In this episode of the CMO Series, Charles Cousins welcomes Paul Askew, the Global Strategic Campaigns Manager at Withersworldwide.
Paul discusses the power of storytelling in professional services marketing which is highlighted by their highly successful campaigns, 'Global Rethinkers', 'The Discourse', and 'Defining Mom...
2024-07-2337 minPassle CMO Series PodcastEpisode 148 - Elizabeth Anscombe of Nardello & Co. on Building Trust in Confidential ServicesMarketing in confidential services comes with distinct challenges and requires a strategic approach to establish and sustain trust.
In this episode of the Passle CMO Series Podcast, Cam Dobinson explores these intricacies with Elizabeth Anscombe, Chief Business Development & Marketing Officer at Nardello & Co.
Lizzie offers her insights on how Nardello & Co. informs its audience about its highly specialized services, the significance of maintaining a client-focused approach despite confidentiality limitations, and the methods employed to establish and maintain trust in a field often enveloped in secrecy.
Lizzie and Cam cover:
Lizzie’s diverse car...
2024-07-1614 minPassle CMO Series PodcastCMO Series Podcast Special - CMO Series Live NYC: The HighlightsIn 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 po...
2024-07-0940 minPassle CMO Series PodcastEpisode 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 cov...
2024-07-0330 minPassle CMO Series PodcastCMO Series REPRESENTS Jessica Caggiano - From Roots to Rights: Lessons from a Labor AttorneyLabor 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...
2024-06-2418 minPassle CMO Series PodcastEpisode 146 - Ralph Allen of Kelley Drye & Warren on Driving Profitability: The Intersection of Operations & BDFresh 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 E...
2024-06-1841 minPassle CMO Series PodcastEpisode 145 - John Neidecker of Norris McLaughlin on The Evolving Role Of Thought Leadership In Legal MarketingThe 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 J...
2024-06-1116 minPassle CMO Series PodcastEpisode 144 - Tracey Whyte of Piper Alderman on Getting the Most Out of AI in a Lean Marketing & BD TeamThe 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...
2024-06-0623 minPassle CMO Series PodcastEpisode 143 - Nick Andrews of Knight Frank on The Changing Nature of Building Trust in Professional Services MarketingIn 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...
2024-05-2914 minPassle CMO Series PodcastCMO Series REPRESENTS - Empowered but Exhausted: A Sneak Preview of Empowered Women Event 2024 with Susan FreemanIn 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 take...
2024-05-2242 minPassle CMO Series PodcastEpisode 142 - Sivan Galinsky of BFKN on Crafting an Award-Winning Website in a Mid-Size FirmBuilding 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 s...
2024-05-2128 minPassle CMO Series PodcastEpisode 141 - Brad Vynalek & Jennifer Rupkey of Quarles on Harmonizing Firm Leadership and BDDeveloping 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 fun...
2024-05-1433 min
All The ThingsNews + Views + To Do’s | James Barclay, PassleJoin Robyn Addis as she chats this week with CEO of Passle, James Barclay. James shares his insights on what he’s seeing across the legal industry, as well as his prescription for how to stay ahead of the tide, especially going into a recession.
2022-09-2331 min
White Canes ConnectInterview With Blind Artist And Marathoner Passle HelminskiIn this episode of White Canes Connect, Lisa and David talk with Passle Helminski, an artist and marathon runner. She tells us that she lost her vision after being assaulted while training. Passle tells us about her love of creating art and music. She teaches other blind and visually impaired people that they can be artists, too. She also tells us how she got her unique nickname. Show notes at https://www.whitecanesconnect.com/044 Passle The Marathoner Losing her sight didn't stop Passle from participating in marathons. This fall, she will run in the...
2022-09-0330 minWhite Canes ConnectInterview With Blind Artist And Marathoner Passle HelminskiIn this episode of White Canes Connect, Lisa and David talk with Passle Helminski, an artist and marathon runner. She tells us that she lost her vision after being assaulted while training. Passle tells us about her love of creating art and music. She teaches other blind and visually impaired people that they can be artists, too. She also tells us how she got her unique nickname. Show notes at https://www.whitecanesconnect.com/044 Passle The Marathoner Losing her sight didn't stop Passle from participating in marathons. This fall, she will run in the...
2022-09-0330 min