Welcome to the 2015 Northeast Regional Meeting

Welcome to the Primerus Northeast Regional Meeting  Special thanks to Primerus members Ganfer & Shore, LLP and Lewis Johs Avallone Aviles L.L.P who graciously agreed to assist Primerus with organizing this event

2015 Northeast Regional Meeting Primerus Update Presented by: Chad Sluss – Senior VP of Services

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

Primerus Services  Website and SEO  Bi-Monthly Reporting  Mongoose Call Tracking  Member Events  Client Events  Client Development  Practice Groups/Sections  Listservs  Speaking/Presentation Opportunities  Publications  Group Insurance Program  Members Only Area

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

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 first time/new member attendee meeting at 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 – WebEx/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, LinkedIn, ACC, Tradeshows, etc. Client Seminars & Conferences 2015 – Primerus will have client networking events in the U.S., Brazil, Singapore, and The Netherlands Dedicated staff person focused on: Member recommendations via Association of Corporate Counsel requests, LinkedIn requests, and through personal relationships developed through client outreach activities  New Membership Directory  Publishing Opportunities  Cross Border Business Development Committee Initiatives  Increased brand awareness with legal and trade organizations  Improved communications – new weekly notices, sent every Monday, plus periodic 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

ACC Real Estate Sponsor

 Best Practices  Referrals  Client Satisfaction Survey  Engagement Letters Quality Assurance Board

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

 The Primerus Paradigm delivers articles regarding developments and trends in legal issues relevant to corporate clients around the world, while showcasing Primerus members as leaders with the expertise to assist clients with any legal needs they may have. It has become an important marketing tool which promotes the Primerus brand around the globe. It is mailed to all Primerus members and thousands of corporate clients. Articles should be addressed to a client audience and should present legal information that is highly relevant in an understandable, non-technical style. Paradigm is accompanied by a printed directory of all Primerus firms.  The Primerus Xpress contains timely articles written by Primerus lawyers on important legal topics impacting corporate clients around the globe. Like Paradigm, it is an important tool to familiarize clients with Primerus and remind them that Primerus is here to serve their legal needs worldwide. It is an electronic newsletter sent monthly via to thousands of corporate clients.  The Primerus FYI which is sent each Monday to the members with updates about Primerus events and opportunities.  Stare Decisis – periodic newsletter for the Primerus Young Lawyers Section. Publishing 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  Now reporting on weekly aggregated referral activity in the Primerus FYI Improved Tracking of Referrals & Business Development Opportunities

2014 Referrals Tracked  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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