WELCOME 2015 Midwest Regional Meeting 2015 Western Regional

WELCOME 2015 Midwest Regional Meeting

2015 Western Regional Meeting Primerus Update Presented by: Katie Bundyra, Member Services Manager

Welcome to the Primerus Midwest Regional Meeting Special thanks to Primerus members Kennerly, Montgomery & Finley, Kinnard, Clayton & Beveridge, and Spicer Rudstrom for graciously agreeing to co-host the meeting and arranging for Cocktail hour and lunch.

2015 Business Plan Big Picture Goals Increase member involvement using the Primerus Strategic Business Development Process Increase business development opportunities for members Encourage “Think Primerus First” initiatives Improved tracking of referral and business development opportunities for members Member Satisfaction

Strategic Business Development Process 20+ years of experience and innovative ideas combine to make a recipe for success

Implementation This approach synthesizes the process into four elements:

Primerus Ambassadors New Committee for 2015 Comprised of Primerus Leaders Mentor New Members Encourage participation from inactive members Host New Member or First Time Attendee gathering during the Global Conference Formalizes Phase 3 of the Strategic Planning Process

Business Development Opportunities Utilizing the “Primerus Strategic Business Development Process, the following activities will be implemented for our members in order to increase new business opportunities: Member to member networking opportunities at Regional Member Meetings Seminars & Conferences Practice Group Calls Coming Soon – Web. Ex/Skype member to member calls Primerus Website(s) Updated Primerus. com New Plaintiff Personal Injury Institute

Business Development Opportunities Corporate Client Outreach Client Sharing Initiative – Will Launch Soon! Client Movie Direct contact via client groups, Linked. In, ACC, Tradeshows, etc. Client Seminars & Conferences 2015 – Primerus will have client networking events in the U. S. , Brazil, Singapore, and The Netherlands Lisa Dingman-Nowicki Member recommendations via Association of Corporate Counsel requests, Linked. In requests, and through personal relationships developed through client outreach activities q New Membership Directory q Publishing Opportunities Cross Border Business Development Committee Initiatives Increased brand awareness with legal and trade organizations Improved communications – new weekly notices and member calls Increased networking opportunities with clients

Client Sharing Initiative New Initiative to connect more members with clients that need their assistance. 3 Parts – Collect and Analyze Member Information: Industries Served – Add to P. com and assist with targeted marketing Sharing of Current Clients – Become the go to resource for your clients Identifying Future Clients – Client Wish List Member Contributions Key to the Success of this Initiative

Primerus “FYI” Stay Informed – Arriving in Your Inbox Every Friday! If you aren’t getting this email please let me know. I can add you to the mailing list.

Improved Tracking of Referrals & Business Development Opportunities Major emphasis for Services team in 2015 During quarterly calls, Primerus reports are discussed and firms are expected to update New Hire - Referral Administrator Angela Loomis Now reporting on weekly aggregated referral activity in the Primerus FYI

2014 Referrals Tracked 189 - Primerus member recommendations through Association of Corporate Counsel (ACC) and American Bankruptcy Institute (ABI) 510 – member to member referrals 83 – Request for Proposal (RFP’s) 1157 – Primerus. com web leads We estimated that only 10% of referrals occurring amongst the membership are reported.

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