WELCOME 2015 South Central Regional Meeting

2015 Western Regional Meeting Primerus Update Presented by: Chris Dawe, Associate General Counsel and Member Services Manager

Welcome to the Primerus South Central Regional Meeting  Special thanks to Primerus members Moses Palmer & Howell and Downs Stanford for graciously agreeing to co-host the meeting, and arrange lunch and the suite at the baseball game.

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

 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 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 – 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 New Hire – Lisa Dingman-Nowicki Member recommendations via Association of Corporate Counsel requests, LinkedIn requests, and through personal relationships developed through client outreach activities  Membership Directory  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

ACC Real Estate Sponsor

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!

 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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