October 16-18 Monterey Marriott
Monterey, California
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Wednesday, October 17, 2018

C203 - Trusted Advisor 2.0 & ROI of KM

1:30 p.m. - 2:30 p.m.
Paul Barrows, Research Librarian, Research Library & Bank Archives, Federal Reserve Bank of San Francisco
Krista Ford, Director, Library & Research Services, Steptoe & Johnson PLLC

As trusted advisors, information professionals use research and relationship-building expertise to shape and develop their customers’ projects from inception to completion. After a review of the relationship pyramid model and key concepts from last year’s Trusted Advisor session, this year’s presentation takes the conversation a step further. How do you create a personal strategic plan to keep your partnerships growing? How do you create and manage embedded partnerships? How do you retain and deepen your existing partnerships while cultivating new ones? How do you rebuild when partnerships fall apart? Using personal experience and case studies, Barrows addresses how to stay agile as a trusted advisor, addressing the shifting nature of partner relationships and organizational needs. As the director of library services, Ford has grown the department from simply a legal research team, to a group that works on proposals, strategic plans, merger/growth targets, and as direct client advisors. Given the unique position of librarians and researchers as advisors and data analysts and their ability to use knowledge management tools to gather and analyze large amounts of data and trends, they can add value by advising our internal clients. Get tips and ideas!

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