1. 2015 Midwest Regional Meeting
WELCOME
2015 Midwest Regional Meeting

2. 2015 Western Regional Meeting
Primerus Update Presented by: Katie Bundyra, Member Services Manager

3. 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.

4. 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

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

6. Implementation
This approach synthesizes the process into four elements:

7. 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

8. 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

11. 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
Lisa Dingman-Nowicki
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 and member calls
Increased networking opportunities with clients

12. 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

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

14. 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

15. 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.

16. Remember:

17. Questions?