Who should attend?

Senior business development and marketing professionals, heads of function, marketing and business development directors, managers and partners from leading UK and international professional service advisory firms, market commentators, academics and consultants.

Why attend?

"The PSMG Annual Summit is a unique opportunity for sales and marketing within professional services to come together, share innovative ideas, and drive forward-thinking strategies. It's always an inspiring event filled with great people, speakers and valuable insights from start to finish."

Alex Liddle

Chairman, PSMG Annual Summit 2024

Sales Director, EMEA, PwC

“All the best BD minds in one place. A great day spent challenging the professional services sales and BD status quo. Value from start to finish with fresh ideas, smart people…and decent coffee!”

Lee Curtis

Founding Director

LINAR Consulting

How To Book 

Booking a place is simple - email gail.jaffa@psmg.co.uk

Delegate Fees:

PSMG Members £595.00

2nd & subsequent £550.00

Non-Members £695.00

2nd & subsequent £650.00 

International Delegates:

£550.00 Members

£595.00 Non-members

Additional Drinks Reception Tickets for delegate guests

£25.00 per person.

Registration Fees (exclusive of VAT): The registration fee includes attendance at a workshop in both the morning and afternoon.

Programme

8.00am            Registration & Continental Breakfast

8.45am            Welcome & Introduction – Gail Jaffa, Managing Partner, PSMG

9.00am            Chair's Speech - Rachel Hussey, Partner, Arthur Cox

9.40am             Keynote Speaker 1 - Alex Liddle, Sales Director, EMEA Legal Business Solutions Network 

10.20am          Morning coffee

11.00am          Workshops Round 1

12.30pm          Buffet lunch 

1.30pm            “In Conversation with….” Panel session moderated by Lee Curtis, LINAR

2.00pm            Keynote speaker 2  - Helena Samaha, President and CEO, Lex Mundi

2.45pm            Afternoon tea

3.15pm            Workshops Round 2

4.45pm            “In Conversation with….” Panel session moderated by Owen Williams, latterly a Partner, Director of Marketing & Business Development

5.15pm            Round up and Closing remarks – Gail Jaffa

5.30pm            Networking drinks reception with Live Music with "Mayfair Jazz" 

MORNING WORKSHOPS

1) Shourik Chatterjee, Global Law Strategy & Business Development, EY Law with Greg Birmingham, Global Marketing Lead, EY Blockchain and Jo Summers, Director of Client Engagement, Chambers and Partners

"To infinity and beyond! Future-gazing marketing in 2045"

This interactive workshop brings together perspectives from expert speakers and participants to explore the future of professional services marketing and business development teams - we promise its wider than AI!. T

Topics we will cover include wider industry trends, changing client expectations, delivering business value, talent & skills challenges and impact of technology. This session will help you to elevate your conversations with senior stakeholders in your firm and empower your teams.

2) Amit Champaneri, Head of Sales Excellence, SR&T – Advisory, Clients & Markets, Deloitte LLP

“Creating a sales mindset – generating conversations, adding value to clients and measuring impact"

It is now time more than ever before to embrace sales! Clients completely understand the value of having a clear sales approach underpinned by account teams to add real value. So how can you create a sales mindset for yourself, your team and your stakeholders in Professional and Legal services? This is where Sales, Business Development and Marketing professionals can step up and advise our business stakeholders to enable them to add the most valuable impact to clients to solves their challenges while also having sales in mind. The key balance to strike is making sure there is a clear process to create a conversation, add value, create opportunities to sell work and what is most often forgotten – measuring it!

This interactive workshop is designed to challenge you to have a sales mindset and work in collaboration through scenarios with practical tool examples to support go-to-market activation. You will put yourself in your clients’ place to better understand how you and your business stakeholders can make valuable impact and ensure you can measure outcomes with a clear follow up process. We will discuss some of the common sales enablement challenges and how to solve them linked to both pure sales and marketing activity.

3) Paul Vetrone, CPA, Global Head of Industry Strategy - Accounting & Professional Services, Templafy

"Failure to launch: AI & ROI

A recent MIT study found that 95% of enterprise generative AI projects fail to deliver significant impact. Many enterprises, including professional services firms large and small, are spending vast amounts of time, money, and resources on AI to transform their businesses, but are struggling to realize any value. In this session, we dive into the current challenges companies are facing, how to measure ROI to find value and identify issues, the role change management plays in deploying any successful transformation project, and what trends we see that will impact professional services firms in the near-term.

AFTERNOON WORKSHOPS

4)  Sam Stamp,CEO together with Andy Batty, Strategic Advisor, Legal Engine

"Working with and Managing Agents – the future of MBD in professional services"

A hands-on introduction to the latest developments in agentic AI and its role in marketing and business development.

We will go through the fundamentals of AI technology as it is commonly being deployed across professional services, and explore the next wave of innovation in the development of customisable agents.

5) Nick Condon, Managing Director, Squiz

From “Support” to “Growth Drivers”: Shifting the Influence of Law Firm Marketing and BD with Data-Driven Experiences

Marketing and BD teams face a persistent credibility challenge: partners view them as cost centres rather than revenue generators. This roundtable explores how Squiz DXP's conversational search capabilities give you the measurable impact whilst positioning your firm to win clients in the AI-first era.

• The Conversational Search Revolution: How AI assistants are changing client behavior and creating new opportunities to capture qualified leads
• Squiz DXP Advantage: Leveraging conversational search features to capture qualified leads and provide immediate value to potential clients
• Beyond Your Website - Understanding GEO: What Generative Engine Optimization means for professional services firms and how to ensure your expertise surfaces in platforms like ChatGPT or Perplexity
• Content Strategy for AI Visibility: How to restructure your content to perform both in your own conversational search and in external AI-generated responses
• Implementation Roadmap: Practical steps to audit your current digital presence for conversational search readiness and build the business case that gets partner buy-in.

6) Owen Williams, latterly a Partner, Director of Marketing & Business Development, together with Verity Jackson-Grant, Head of Commercial Pricing, Fieldfisher and Chloe Donovan, Global Head of Proposals, White & Case 

"Sliding Doors"...the future of critical client interventions

A session that looks at the future of critical client interventions...those "sliding doors" moments when major pursuits are decided, cornerstone relationships shift and revenue and profitability is propelled into another league. Whether it be technology, platforms, models, engagement style, M&BD support structures...we'll hear from two leaders in their field:

• Chloe Donovan - formerly of Dentons and Linklaters - a leading authority on pitching, pursuits and work winning transformation
• Verity Jackson-Grant - formerly of Simmons & Simmons and Herbert Smith Freehills - the doyenne of commercial pricing and litigation funding 

Owen Williams, an experienced M&BD leader and former proposals/pursuits leader at Deloitte and Clifford Chance, will lead a discussion on what the future holds for the major money-making moments. 

Terms and Conditions of booking  

Cancellation by you: Cancellation received in writing to the PSMG office or by email to gail.jaffa@psmg.co.uk more than 28 days before the conference start date will receive 50% refund of the registration fee. We regret that there are no delegate fee refunds for cancellations within 28 days of the conference start date or for non-attendance. Transfer to another delegate name is permitted. 

Cancellation by us: It may be necessary for reasons beyond the control of PSMG LLP to change the content or timing of the programme, speakers, date or venue and all registered delegates will be notified in the event of a substantive change. In the unlikely event of cancellation of the conference PSMG LLP will make full refund of any delegate fee paid but disclaim any further liability. 

The registration fee must be paid in advance of the conference date to guarantee your place. PSMG LLP reserves the right to refuse admission to delegates if payment is not received in full before the conference date. 

Confirmation of any booking/agreement forms a binding contract and the parties thereto are subject to the jurisdiction of the English Courts and that English law applies.