CI Strategies and Analysis

  • Bookmark and Share

AALL Competitive Intelligence Strategies and Analysis

May 10-11, 2018
Sidley Austin LLP
1 S. Dearborn St, 38th floor
Chicago, IL 60603


  • Registration Fee: $795/members, $1200/non-members
  • Registration Deadline: April 27, 2018
  • Hotel Reservations Deadline: April 9, 2018



This course is designed to build capabilities in performing critical competitive intelligence work, such as creating a collaborative intelligence model, analysis and report writing, and alignment to the organizational mission.  Attendees will learn skills core to growing a competitive intelligence function including, data visualization, framing, scenario planning, business acumen and marketing the competitive intelligence function.  Attendees will have an opportunity to examine, practice and discuss techniques with other professionals during the course and network with peers from various settings.  


 Day 1

  • Research Planning with Analysis
  • Competitive Analysis Frameworks
  • Strategic Role of the Legal Information Professional
  • Mission and Vision - Developing a Purpose
  • Establishing a Collaborative Client Intelligence Model

Day 2 

  • Key Competencies for Competitive Intelligence Professionals 
  • Identifying Core Strengths through Assessment
  • Communicating Competitive Intelligence with Key Stakeholders 
  • Synthesis, Analysis and Report Writing Strategies 
  • Data Visualization Strategies and Techniques, including the Role of Big Data
  • Framing Your CI Reporting 
  • Assessing and Choosing External CI Vendor Partners
  • Marketing the Competitive Intelligence Function within the Firm


Zena Applebaum is the Director, Professional Firm Customer Segments with Thomson Reuters in Canada. In her role, Zena has primary responsibility for voice of the client feedback, client intelligence, market and competitor performance analysis, and being fearless within the segment. A regular speaker, writer and blogger on competitive intelligence and other change management topics in professional service firms, Zena is a data junkie who revels in the possibilities of data to connect people, places and things. Zena authored "Business Intelligence for Law Firms" published in November 2012. 

Zena is an adjunct professor and instructor at Rutgers University and the University of Toronto iSchools. She currently serves on the SLA Board of Directors, and was recognized as a CI Fellow in 2015. She can be reached at @ZAppleCI.


AALL has negotiated a block of hotel rooms at the Union League Club at a discounted rate of $169.00 single/double per night. Rates are subject to a 20.00% tax. This hotel block of rooms ensures easy access to the meeting location and networking opportunities. To make a reservation, contact the Union League Club reservations number at 800-443-0578 or contact  Please reference AALL CI Strategies and Analysis when making a reservation. The deadline for making your housing reservation is April, 9 2017. Room reservations made after this date will be subject to availability. Rates will be available for participants three (3) days prior to and after the program.  A credit card will be required to hold your reservation. In the event an attendee must cancel, he or she must do so by contacting the hotel by 3:00 p.m. the day prior to arrival to avoid penalty of one night's room cost. No-shows will also be charged for the cost of one night's room. Check-in time is 3:00 p.m.; checkout time is 12:00 p.m.


Payments will be accepted via check or credit card and are due in full by April 27. You may cancel your program registration in writing by April 27 via email to You will be refunded your registration fee minus a 15% administrative charge. Any cancellation requests received after the deadline will not be eligible for a refund. No-shows will not be eligible for a refund. Substitutions are welcome as long as the written request is made by the registration deadline.


This continuing professional education opportunity is sponsored by the American Association of Law Libraries and Bloomberg Law. Contact Celeste R. Smith, AALL director of education, at or 312.205.8032 for more information.