January – March 2027 | Virtual
AI is reshaping how law firms win work, measure profitability, and plan for the future. But the conversation keeps happening without the people who own business development and financial strategy. This cohort changes that. BD and finance leaders sit together — across firms — to figure out what AI actually means for pipeline, pricing, revenue forecasting, and client growth. Not theory. Not a vendor demo. A working peer group tackling the questions that matter to your function.
$1,750 per participant
Joining leaders from firms including
A curated peer group of senior BD and finance professionals from leading law firms.
Clients are asking about your AI story in pitches. RFPs now include AI capability questions. BD teams need to articulate what AI means for service delivery — and they can't do that without understanding how finance is modeling the economics.
Token costs, efficiency gains that clients want passed through, new pricing structures for AI-assisted work — finance leaders need to understand what's changing before the next budget cycle, not after.
The firms getting AI right are the ones where business development and financial planning talk to each other. This cohort creates that bridge — across firms, not just within them.
TVPi works with business-of-law leaders across the Am Law 200 and maintains active relationships with major legal AI companies. This cohort gets real market intelligence, not conference recaps.
Move past vendor marketing and hear directly from BD and finance leaders at other firms about what they're deploying, what's working, and what they'd do differently.
Work with peers to develop the language and frameworks your BD team needs to talk about AI credibly in pitches, proposals, and client conversations.
Explore how firms are modeling AI costs, measuring ROI, and adjusting pricing — before your partners and clients start asking questions you can't answer.
The cohort isn't a one-off event. It's an ongoing peer group of BD and finance leaders who share resources, insights, and approaches all year.
Virtual, 45-minute working sessions
January 2027
Where AI is actually impacting BD and finance functions right now. What firms are deploying, what clients are asking, and where the gaps are.
February 2027
How to build and articulate your firm's AI story for pitches, RFPs, and relationship conversations. What clients actually want to hear.
February 2027
Modeling AI costs, measuring ROI, adjusting pricing strategy. How finance teams are keeping up with the economics of AI-assisted legal work.
March 2027
Where BD and finance functions need to be in 12 months. Building the cross-functional playbook for AI-era business development and financial planning.
Every session is designed to produce something you can use at your firm.
Language and frameworks for talking about AI in pitches, proposals, and client meetings — tested by peers who face the same clients.
How other firms are modeling AI costs and measuring ROI, so your finance team isn't starting from scratch.
Connections with BD and finance leaders at peer firms who are navigating the same challenges.
Real-time perspective on what firms are doing, what vendors are offering, and how the market is shifting.
Four virtual working sessions, January–March 2027.
Per participant
Questions? Contact bee@tvp-institute.com
You're fielding client questions about AI, writing it into pitches, and trying to differentiate your firm — but the technology conversation keeps happening without you.
You're modeling costs, planning budgets, and measuring ROI on AI investments — but the data you need doesn't exist yet and nobody's built the frameworks.
You sit at the intersection of BD and finance. AI is changing both sides of your world and you need a peer group that understands the full picture.
The Chiefs cohort is for C-suite executives across all functions. This cohort focuses specifically on BD and finance roles and the unique ways AI impacts those functions.
January – March 2027 | Virtual
$1,750 per participant