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Marketing Leaders Roundtable for Midsize Firms

In smaller groups, MLR Midsize fosters candid dialogue, shared insights, and actionable strategies to help you overcome challenges and seize new opportunities. 

Fostering Leadership Excellence in Regional Firms

Marketing and BD leaders at midsize firms face a distinct set of challenges. The Marketing Leaders Roundtable: Midsize was created to provide a trusted community where leaders can find solutions as unique as their firms.

  • MLR Midsize cohorts inspire leaders to: 

    • Collaborate Deeply: Engage in meaningful exchanges that refine strategies and enhance leadership. 

    • Address Specific Challenges: Find solutions that align with the unique dynamics of midsize firms. 

    • Inspire Growth: Leverage shared experiences to drive firm-wide innovation. 

  • MLR Midsize is for senior marketing and BD professionals at regional and boutique firms.

    Benefits include:

    • A Collaborative Network: Build meaningful connections with like-minded peers. 

    • Practical Solutions: Leave each session with ideas you can implement immediately. 

    • Inspiration and Insight: Learn from the successes and challenges of others.

    • Benchmarking Opportunities: Learn from the approaches and successes of fellow leaders.  

  • Annual MLR Midsize Retreat: Two days of collaborative sessions focused on strategic development and problem-solving. 

    Virtual Sessions: To keep the cohort connected, there are regularly scheduled virtual sessions per year to exchange insights, address emerging challenges, and stay inspired. Session topics come directly from our members.

Is your BD Strategy Built for Growth?

Our complimentary BD Health Assessment benchmarks your firm against best practices and delivers actionable insights to accelerate growth. Schedule a conversation to learn where your firm stands today and outline the path to get where you want to go.

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Inside Our
Executive Roundtables

We believe that business thrives when you’re in the right room, at the right table, with the right people. That’s why we created our exclusive Roundtable communities—dedicated to connecting the brightest minds in the professional services industry.

How Are Members Selected?

Membership is by invitation or application to ensure that each group comprises leaders of similar experience and expertise. This curation fosters candid, productive discussions and meaningful collaboration among peers who share common goals.

What Topics Are Covered?

Our agenda is driven by the priorities of our members, ensuring that discussions address the most pressing challenges and opportunities you face. Previous topics include:

  • Talent acquisition and retention strategies.

  • Navigating market disruptions and transformative forces like AI.

  • Leadership development and succession planning.

  • Business development best practices and operational efficiencies.

Confidentiality You Can Trust.

We prioritize your trust and privacy. All discussions are conducted under strict confidentiality to create a safe, open environment where members can share insights, ask questions, and brainstorm solutions with confidence.

Join a Trusted Community of Leaders

Our roundtables are designed to connect managing partners, CMOs, COOs, and other senior leaders in candid, high-value conversations that drive firm growth.

Request an invitation to learn more about membership, upcoming sessions, and availability.