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PROFESSIONAL SERVICES BUSINESS DEVELOPMENT AND MARKETING INSIGHTS

| 1 minute read

Next stop on the CMO Series Cross-Selling Roadshow is New York City

After the incredible response to our recent cross-selling focused events, we are bringing our next CMO Series roadshow to New York.

Here's a question to consider: how much potential revenue is your practice leaving on the table when it comes to cross-selling? 

Our latest study found that 99% of firms estimated they are missing out on 10% or more of annual revenue due to missed cross-selling opportunities - a huge gap that no firm can afford to lose. 

So we've designed this event to bring together marketing and business development leaders to explore the strategies, data, and tools to drive real growth and close the gap. Let's increase cross-selling activity together. 

Expect an engaging, interactive panel discussion, with plenty of opportunity for Q&A and the chance to pick the brains of your peers. 

 

Confirmed to speak on the panel so far is:

  • Katherine Diggs, Chief Business Development Officer at Quinn Emanuel
  • Robin Davidson, Director of Business Development & Communications at Boies Schiller Flexner
  • Shade Vaughn, Chief Strategy & Growth Officer at Akin
  • Trish Lilley, Chief Marketing & Business Development Officer at Barnes & Thornburg

 

Key takeaways will include: 

  • What cross-selling programs are working for professional services firms
  • Benchmarks for success
  • Core actions to take to improve

 

Date: Thursday, November 13th 2025

Venue: 1700 Broadway, New York, New York 10019 

Timing: 3pm–5pm followed by a networking drinks reception 

 

If you’d like to attend, please email natasha@passle.net to RSVP. 

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Tags

cmo series, e2e, events, marketing, professional services