Conference

34th Annual Chief Marketing & Business Development Officer Forum

Join Intapp at the 34th Annual Chief Marketing & Business Development Officer (CMBDO) Forum, hosted by Thomson Reuters. Over three days at The Ritz-Carlton Bacara in Santa Barbara, connect with peers and discover strategies for firm-wide development in a fast-changing market.

Date and time


January 27 – 29, 2027

Wednesday, January 27
12:00 – 7:00 p.m.
Thursday, January 28
8:00 a.m. – 7:00 p.m.
Friday, January 29
8:30 a.m. – 2:00 p.m.

Location


The Ritz-Carlton Bacara
Santa Barbara

Shadows beneath the Redwoods: Where revenue is quietly coming from

Intapp-moderated panel

Not all growth shows up in headline wins. Many firms are seeing consistent revenue from smaller expansions within existing clients, under-the-radar practice areas, and steady mid-market relationships that rarely get the same attention as marquee matters. The challenge is not just identifying these pockets of growth, it is proving their value in a way that stands up to scrutiny from firm leadership and shifting internal conversations away from activity toward measurable contribution to revenue. This session brings together CMBDOs who are doing exactly that: connecting quieter revenue streams to defined success metrics, building clearer attribution models, and making a defensible case for continued investment. Panelists will share how they surface these opportunities in their data, distinguish meaningful signals from noise, track conversion and expansion over time, and reframe how their firms think about growth, not just where it is loudest, but where it is most consistent.

Credit: Session title and description provided by the Thomson Reuters Institute.

Date and time


Friday, January 29 2027
9:30 – 10:45 a.m.