Developing and engaging clients amid extraordinary circumstances
Our personal, professional, and client realities literally changed overnight. How are professional services marketing and business development teams adapting, what challenges and opportunities are they facing, and how can we support one another through these extraordinary times?
Watch Lavinia Calvert, General Manager of the Marketing and BD Business at Intapp, Gareth Thomas, Practice Group Lead of the Marketing and BD Business at Intapp, and Claus Nielsen, CIO of leading Danish corporate law firm Plesner, for this session. They’ll discuss a number of topics to help you define your strategic response to current events:
- Understanding how you can hone your client development efforts in a virtual world
- Learning why collaboration and communication are now more important than ever
- Elevating the role marketing technology plays in sustaining agile marketing/BD efforts.
You’ll also get an exclusive preview of OnePlace Marketing & Business Development, our next-generation solution combining CRM, relationship intelligence, and experience management — all in one place.
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Speakers
Lavinia Calvert
General Manager, Marketing and Business Development SolutionsIntapp
Lavinia Calvert
General Manager, Marketing and Business Development Solutions
Intapp
Lavinia Calvert leads the marketing and business development solutions business at Intapp, focusing on serving the technology and information needs of professionals in the legal, accounting, and consulting sectors. Calvert brings a deep and diverse base of international business experience spanning the fintech, media, and legal sectors. She has held a number of executive leadership roles in the U.S., Japan, Australia, and New Zealand, including Chief Marketing Officer at OnePlace prior to its acquisition by Intapp in May 2019, Chief Marketing Officer at IP law firm AJ Park, and Vice President Asia Pacific and Executive Vice President Strategy and Marketing at Reuters Media. Calvert has a bachelor’s degree in Business and post-graduate honors in Marketing from Massey University.
Claus Egholm Nielsen
Chief Information OfficerPlesner
Claus Egholm Nielsen
Chief Information Officer
Plesner
Claus currently serves as the CIO at Plesner law firm in Copenhagen. With more than 20 years of experience in the IT and digitization sector, and three years at Plesner, Claus has deep experience in providing IT services for the professional services industry. In his role at Plesner, Claus is driving a strategic project focused on utilizing data and modernizing the CRM platform to provide a user experience that better aligns with the ways that lawyers prefer to work, empowering them to deliver a better client experience. Claus holds a bachelor of science and master of science degree from Copenhagen Business School in business administration and computer science.
Gareth Thomas
Managing Director, Strategic AccountsIntapp
Gareth Thomas
Managing Director, Strategic Accounts
Intapp
Gareth Thomas, Managing Director of Strategic Accounts in EMEA has been working with law firms to deliver successful solutions in technology and innovation for over 20 years. In his role at Intapp, Gareth works closely with leads within to align their growth requirements to Intapp OnePlace. Prior to working at Intapp, Gareth served as VP Sales in EMEA at OnePlace, Sales Director at iManage RAVN, and Sales Director at Tikit.
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