Competitive Intelligence in the Modern Law Firm

Balancing opportunity and risk by leveraging intelligence that informs strategic decision-making expanding the competitive horizon beyond competing law firm practices

In association with:


  • 25 September, 2019
  • 08:45 - 17:00
  • New York Law School, 185 W Broadway, New York, NY, 10013, United States ()

Additional taxes may be applicable


Registration & Networking Breakfast
Opening Remarks - Conference Chairperson 
Ron Friedmann, Chief Knowledge & Information Officer, LAC Group   
The Rise of Next Generation CI
Marcie Borgal Shunk, President and Founder, The Tilt Institute Inc.
Strategic Client Intelligence: The Nexus of Technology, Relationships and Industry
Jennifer Papantonio, Chief Client Service Officer, Peckar & Abramson, PC
Morning Networking & Coffee Break
Highlighting Opportunities and Raising Flags: Applying a Competitive Intelligence Mindset to Law Firm Due Diligence
Laura Kopen, Research Analyst, Neal, Gerber & Eisenberg LLP
Tom Van Der Moere, Chief Financial Officer, Neal, Gerber & Eisenberg
Real-World AI Applications for Competitive Intelligence
Amy Wisinski, Strategic Research Manager, Winston & Strawn LLP
12:15AM  Networking Luncheon
Capturing the Attention of Decision Makers
Panelists: Loubaba Mulcahy, Manager of Competitive Intelligence, Faegre Baker Daniels LLP, Angela Petros, Chief Marketing Officer, Morrison & Foerster LLP, Trish Lilley, Chief Marketing and Business Development Officer, Stroock & Stroock
Moderator: Ron Friedmann, Chief Knowledge & Information Officer, LAC Group
How to Effectively Determine Your Firm’s Peers and Top Competitors and Use it to Your Advantage
Stefanie M. Marrone, Director of Business Development and Marketing, Tarter Krinsky & Drogin LLP, 
Amanda Loesch, Chief Marketing Officer, Porzio, Bromberg & Newman P.C. 
Afternoon Networking & Coffee Break
Where Should the CI Function Reside within a Law Firm? 
Stephanie Dooley, Senior Competitive & Strategic Intelligence Manager, K&L Gates LLP 
CI as a Culture Disruptor 
Zena Applebaum, Director Customer Insights & Engagement, Thomson Reuters Canada Legal Tax & Accounting
Closing Remarks/End of Conference

Full Description

Law firms are getting serious about the need to be more strategic in planning for growth, competing for business, and staying ahead of the curve. But whether you are a marketing lead, a firm administrator, a business development exec, a practice manager, or perform some other essential business function in support of a law firm, it can be challenging to help partners view the organization as a business.

The collision of forces across the legal sector promises to elevate the need for intelligence – internal and external data – to drive better, more informed decisions. Yet are CI teams in law firms poised to keep up?

The nexus of technology, relationships and industry have transformed the way law firms consume and take advantage of one of their most undervalued resources… data.

Law firm competitive intelligence has moved beyond defining the competitive landscape on the basis of several variables and data sets. Firms are using much more sophisticated means to understanding who their serious competitors are, what they’re selling, what they’re charging and how they are positioning their offerings.

Knowing and understanding your client has moved far beyond the Google search of old and now leverages AI, sophisticated business intelligence platforms and CRM, among other information sources. Firms invested in Strategic Client Intelligence are engaged in a multi-layered approach – leveraging technology, dialogue with clients and an increased understanding of industry verticals – resulting in improved client experience, more robust firm engagement and more deeply institutionalized relationships and revenue development.

Ark Group’s 13th annual Competitive Intelligence in the Modern Law Firm conference will once again provide an ideal platform for benchmarking, discussion and debate concerning how competitive (and business) intelligence provides the foundation for strategic planning—enhancing the ability to expand relationships with clients, and to make faster and more .informed decisions on behalf of the firm (and its clients).

This year’s conference will examine the macro-trends propelling CI into the spotlight and what law firms are doing – or can do – to respond.

Top industry speakers

Ron Friedmann

Chief Knowledge & Information Officer, LAC 

Marcie Borgal Shunk

President and Founder, The Tilt Institute Inc.


Jennifer Papantonio

Chief Client Service Officer, Peckar & Abramson, PC


Laura Kopen

Research Analyst, Neal, Gerber & Eisenberg LLP


Thomas Van Der Moere

Chief Financial Officer,  Neal, Gerber & Eisenberg LLP 

Amy Wisinski

Strategic Research Manager, Winston & Strawn LLP


Loubaba Mulcahy

 Manager of Competitive Intelligence Faegre Baker Daniels LLP


Stefanie M. Marrone

Director of Business Development and Marketing, Tarter Krinsky & Drogin LLP


Stephanie Dooley

 Senior Competitive & Strategic  Intelligence Manager K&L Gates LLP

Zena Applebaum

Director Customer Insights & Engagement, Thomson Reuters Canada Legal Tax & Accounting


Amanda Loesch

Chief Marketing Officer, Porzio, Bromberg & Newman P.C. 

Angela Petros

Chief Marketing Officer, Morrison & Foerster LLP

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