Optimizing Agency Relations (Regional Session)

The client-agency relationship can be a dance of sorts. This workshop will help ensure the participant’s organizations are leading that dance and get the agency’s A-team begging to work on their business. Participants will learn about agency differences, what motivates an agency, and effective briefing and feedback. Using team exercises, real life examples, and role-plays with rules for success, participants will learn how to be a better client and get more and better work out of their agency.

Who Is This Workshop For?

  • Marketers new to agency management or senior professionals already responsible for managing agency relationships
  • Procurement, strategic sourcing, and purchasing managers responsible for managing the agency financial relationship

Workshop Benefits

As a result of this workshop, you will be better able to:

  • Know the differences between client and agency types for greater knowledge of motivation
  • Develop your skills in judging briefs and creative work for more effective, powerful practices
  • Conduct better financial and contract management



Joanne Davis

Joanne Davis is the president and founder of Joanne Davis Consulting and has been a client CMO, agency president, and consultant to companies large and small, including Arby’s, ExxonMobil, JPMorgan Chase, Marriott, Macy’s, Memorial Sloan Kettering Cancer Center, Microsoft, and Sonic Drive-In. Joanne helps clients better search for, select, and compensate agencies and improve client marketing organizations. In 2005, Joanne Davis Consulting became a shareholding partner in SCAN International. Prior to founding Joanne Davis Consulting, Joanne spent 20 years in domestic and international advertising and marketing communications agencies. She spent 18-months as Acting CMO for the US Department of Defense.

Joanne leverages her expertise to coach and train client companies on how to improve their agency relationships. She is a member of the ANA Faculty and one of the industry’s best-known speakers and writers on client-agency relations and has coached thousands of marketing and procurement executives across four continents.


Dan Wald

Dan is an Associate Partner at Joanne Davis Consulting and brings a true passion for advertising to his workshops. He has seen the great, the good, the bad and the ugly in client/agency relationships and has a deep understanding of how to make client agency relationships work. Dan has worked at agencies large and small, independent and networked and in holding company roles at WPP, IPG, and Publicis. Prior to joining forces with Joanne, Dan worked as Chief Growth Officer for Brunner, and earlier as SVP of New Business for Publicis Kaplan Thaler. He started his career client side at Citibank and Barnes & Noble in promotions, events and the bn.com website.

National and multi-national clients with whom Dan has worked include: McDonald’s, Kraft, Unilever, Kimberly Clark, Merck, Citibank, Westinghouse, SAP, The Economist, Lufthansa, NBC Universal, Disney, Sears, Sprint, Boost Mobile, and Reckitt Benckiser.

Dan has been an active member of the 4A’s, the BAA, and the Mobile Marketing Association. He is also the author of Ad Asylum, a fictional send-up of all that we in the advertising world hold dear.