The 15th Annual Law Firm COO & CFO Forum, Pre-Conference Workshop, and Dinner Assessing Law Firm Technological Opportunity & Risk

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Event Details

Oct 26 - 28, 2016

New York, NY

$2,195

Pre-Conference (10/26)

This year’s Pre-Conference Workshop examines organizational power, influence and the law firm c-suite as taught by a distinguished faculty of professional services colleagues.

Chaired by Bruce Alltop of LawVision Group LLC, this half-day program delivers practical guidance around cultivating and maintaining organizational power and influence within the contemporary law firm. Attendees will share their personal experiences throughout the proceedings in order to foster a truly interactive and valuable workshop.

Dinner (10/26)

The Thomson Reuters Law Firm COO & CFO Forum celebrates 15 years of industry-leading thought leadership with a celebratory meal at the legendary Del Posto restaurant in New York’s Meatpacking District. A sumptuous and seductive venture from celebrity chefs Mario Batali, Joe & Lidia Bastianich and Mark Ladner, Del Posto is considered a palatial New York restaurant with unrivaled Italian cuisine, impeccable service and tasteful European luxury.  Our reception begins at 6pm with dinner at 6:30pm.

Conference (10/27-28)

The Thomson Reuters Legal Executive Institute is proud to present the 15th Annual Law Firm COO & CFO Forum this October at the New York Downtown Marriott. The premier national summit for law firm officers and their peers, the COO & CFO Forum continues its tradition of comprehensive professional education and networking opportunities for the Am Law 200 and beyond.

Register today!

Why You Should Attend

Gain key advice for improving your productivity and anticipating your firm’s needs in 2017 and beyond.Engage top industry veterans and elite consultants about how to think strategically in a mercurial marketplace.Network with esteemed colleagues and enjoy candid access to leading industry observers.Augment your conference experience by purchasing one of our limited seats at the 15th Anniversary Dinner celebration at Del Posto restaurant.As a NASBA-accredited content provider, Thomson Reuters is pleased to offer valuable CPE credits for attendees.

Who Should Attend

Law Firm Chief Operating OfficersLaw Firm Chief Financial OfficersLaw Firm Executive DirectorsLaw Firm Executive Committee Members

Pricing Options

The COO & CFO Forum Dinner (October 26) –  $395

The 15th Annual Law Firm COO & CFO Forum (NO Dinner) (October 27-28) – $1,595

15th Annual Law Firm COO & CFO Forum AND Dinner (October 26-28) – $1,795

15th Annual Law Firm COO/CFO Forum, Pre-Conference Workshop AND Dinner (October 26-28) – $2,195

Event Co-Chairs

LeeAnn Black

Chief Operating Officer, Latham & Watkins LLP

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James Jones

Senior Fellow, Center for the Study of the Legal Profession, Georgetown University Law Center

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Dan DiPietro

Managing Director & Chairman, Citi Private Bank Law Firm Group

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Event Keynote Speaker

Amy C Edmondson

Novartis Professor of Leadership and Management, Harvard Business School

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Event Details

Wednesday, Oct 26

12:30pm
Pre-Conference Registration
12:55pm
Opening Remarks

Bruce Alltop, Senior Consultant, LawVision Group, LLC

1:00pm
Cultivating the Right Characteristics of Leadership

What are the key characteristics that define effective professional services leaders? What traits distinguish successful law firm executives with organizational influence from their peers? This fast-paced discussion shares industry data and candid takeaways from some of the industry’s most accomplished executives. Attendees will gain intimate knowledge of common skill sets law firm executives must have in the current business climate.

Facilitators:
Bruce Alltop, Senior Consultant, LawVision Group, LLC
Michael R. Caplan, Chief Operating Officer, Goodwin Procter LLP
Leonardo Inghilleri, President & Chief Executive Officer, Inghilleri Consulting Group

1:30pm
Leading Autonomous Followers

Leaders in professional services firms have the unenviable task of navigating ambiguous, often negotiated relationships with professional peers. Tensions exist when one professional is asked to “follow” another within an environment more traditionally entrepreneurial than hierarchical. What is the best way to engage one’s colleagues as a leader or—even worse—a so-called “outsider.” How does one address the cultural barriers preventing many from embracing a more collaborative style of leadership?

Facilitators:
Bruce Alltop, Senior Consultant, LawVision Group, LLC
Michael R. Caplan, Chief Operating Officer, Goodwin Procter LLP
Leonardo Inghilleri, President & Chief Executive Officer, Inghilleri Consulting Group

2:30pm
Break
2:45pm
Mastering Strategic Alignment with the Executive Committee & Managing Partner

As a law firm executive, C-suite officers must be able to work closely with the executive committee and managing partner(s). Some C-suite officers act as ex-officio members of their firm’s executive committee, while others may find themselves removed from such critical discussions. This workshop offers new and digestible techniques in effective engagement and collaboration with the firm’s top decision makers.

Facilitators:
Bruce Alltop, Senior Consultant, LawVision Group, LLC
Michael R. Caplan, Chief Operating Officer, Goodwin Procter LLP
Leonardo Inghilleri, President & Chief Executive Officer, Inghilleri Consulting Group

3:45pm
Break
4:00pm
Creating a Collaborative Culture and Aligning Generations

Creating an effective and collaborative culture takes effort and people. Building buy-in at all levels of staff and generations is essential to retain good talent and to build strong firms. Further, research proves that collaborative cultures are not only more profitable, but also more service-oriented. All this leads to alignment with client expectations and retention of important clients.

Facilitators:
Bruce Alltop, Senior Consultant, LawVision Group, LLC
Michael R. Caplan, Chief Operating Officer, Goodwin Procter LLP
Leonardo Inghilleri, President & Chief Executive Officer, Inghilleri Consulting Group

5:00pm
Conclusion

Thursday, Oct 27

8:00am
Continental Breakfast and Registration
9:00am
Opening Remarks
9:15am
2016 Report on the State of the Legal Market

As we do each year, our opening panel offers a comprehensive assessment of the current legal market. Our panel of industry veterans will share data-driven insights into how firms are responding to continued market segmentation and largely flat demand throughout the AmLaw 200 vis-à-vis new, potentially disruptive changes in law firm staffing models, pricing strategies, enterprise practice management and more.

Presenters:
James Jones, Senior Fellow, Center for the Study of the Legal Profession, Georgetown University Law Center
Gretta Rusanow, Head of Advisory Services, Citi Private Bank Law Firm Group

10:15am
Break
10:45am
Some Assembly Required: Discerning a Bespoke Technology Investment Strategy

The willingness and ability of firms to invest in a sound, flexible technology strategy has had profound ramifications for the business of law. Those firms with financial and human capital to commit to a strategic plan reap the benefits of upfront investment in business infrastructure and a proactive awareness of risk—an enviable position for those with more modest resources at their disposal. Still, there is far more to designing a strategic roadmap than monetary or staffing considerations. Indeed, philosophical approaches on effectively prioritizing such a complex endeavor must also take center stage. This opening conversation examines how a comprehensive technology strategy distinguishes the most successful firms from their peers. Our participants will share insights into how each set about articulating their firm’s strategy, as well as how those firms lacking the requisite horses might successfully identify a scalable blueprint.

Moderator:
Nicholas G. Quil, President, HBR Consulting LLC

Panelists:
James F. Fox, Partner, New York Metro Cybersecurity & Privacy Assurance Leader, PricewaterhouseCoopers LLP
Darryl Hair, Chief Operating Officer, Sherman & Howard LLC
Michael P. Kiskinis, Chief Operating Officer, Sullivan & Worcester LLP
Meredith W. Mendes, Executive Director & Chief Operating Officer, Jenner & Block LLP
Madhav Srinivasan, Chief Financial Officer, Hunton & Williams LLP

12:00pm
Networking Luncheon
1:00pm
Break
1:15pm
Help Wanted: Examining Strategic Investments Around Technology Talent (Breakout)

Considering legal technology’s  frantic pace of creation, the greatest challenge facing firms is neither the availability nor feasibility of technology itself, but rather finding the talent to manage its implementation. Law firms require a new breed of knowledge worker well-versed in the latest technological trends and capable of steering the organization toward greater heights. What traits are required of these individuals to help educate and train the greater enterprise? And when will this upfront investment in talent yield tangible results?

Moderator:
Amanda K. Brady, Global Practice Leader – Law Firm Management, Major Lindsey & Africa, LLC

Panelists:
Courtney Chiang Dorman, Chief Operating Officer, Wilson Sonsini Goodrich & Rosati
Michael Hersch, Executive Director, Simpson Thacher & Bartlett LLP
Kenneth W. Johnsen, Chief Operating Officer & Chief Financial Officer, Shearman & Sterling LLP
Jane Koehl, Chief Operating Officer, Drinker Biddle & Reath LLP

1:15pm
Technology on a Budget: Examining Strategic Investments in Legal Tech Partners (Breakout)

How do you determine which technology vendor is right for your firm? For midsize firms saddled by modest budgets and employee headcounts, upfront investments in  technological infrastructure can be incredibly daunting, if impossible. Faced with far fewer options than their BigLaw brethren, midsize firms frequently consider alternative forms of investment—including outsourcing business processes and low-level work—to yield greater client value and profitability. This session offers practical guidance on recommended investments and key considerations for small to midsize firms. Attendees will hear frank and unbiased commentary on the quality and performance of some of the industry’s most prominent technology partners.

Moderator:
Julie J. Colgan, Senior Director, Strategy & Innovation, DTI

Panelists:
Suzette F. Allaire, Chief Operations Officer, Lindquist & Vennum LLP
Justin Cheseroni, Director of Finance & Accounting, Morris, Nichols, Arsht & Tunnell LLP
Stephen Cole, Director, Client Technology & Strategy, Mattern & Associates LLC
Christopher Zegers, Chief Information Officer, Lowenstein Sandler LLP

1:15pm
Chain Reaction: Managing Strategic Implementation of Innovative Technology in Law Firms (Breakout)

The adoption by law firms of smart technology has already had a significant impact on the legal profession. Progressive firms understand the lengthy shadow innovative technology casts on in-house law firm operations and client behaviors, whether through pricing and business development initiatives, client deliverables, employee mobility, etc. This discussion examines the various ways law firms are incorporating smart technology as part of a broader strategic plan. Our panelists will offer detailed guidance around the myriad challenges—and breakthroughs—their firms have experienced when integrating disparate systems, setting firm-wide expectations, and managing overall enterprise risk.

Moderator:
William Fowler, Vice President & General Counsel, Profit Recovery Partners

Panelists:
Joseph Kelley, Chief Financial Officer, Jackson Lewis P.C.
Joseph J. Palermo, Chief Operating Officer, K&L Gates LLP
Diane M. Scheffler, Chief Operating Officer, Thompson & Knight LLP
Frank Spadafino, Chief Information Officer, Hughes Hubbard & Reed LLP

1:15pm
The Full-Service Client Partnership: Examining Strategic Alliances through Technology & Business Operations (Breakout)

Law firm/client relationships are constantly evolving. From concerns over matter management to tense pricing negotiations, client demands and expectations are as mercurial as the global economy itself—a headache to those firms ill-prepared to master a “full-service” client partnership. This breakout addresses the new rules of collaboration when it comes to winning and retaining legal customers. Our panelists will examine the key differentiators that define top firms and attract the ongoing loyalty of their clients, including the creation and deployment of client-facing apps, web-based portals, and more.

Moderator:
John Harbison
, MLIS, Executive Vice President, LibSource – Library as a Service, an LAC Company

Panelists:
Kelli Kohout, Chief Administrative Officer, Davis Wright Tremaine LLP
Dr. John J. Peterburs, Executive Director, Quarles & Brady LLP
Brian Schare, Chief Operating Officer, Schulte Roth & Zabel LLP
Michelle R. Weber, Chief Operating Officer, Bilzin Sumberg Baena Price & Axelrod LLP

2:30pm
Break
2:45pm
A Law Firm Performance Report Card: Understanding Client-Driven Metrics & KPI in Legal Technology

Today’s legal clients are growing ever more sophisticated in their data analytics capabilities. Indeed, with so much pressure on corporate legal departments to manage costs and keep work in-house, the embrace and mass appeal of third party platforms capable of measuring outside legal spend is significantly impacting law firm business development and profitability. This session examines the latest data and technologies deployed by clients in such areas as e-billing, matter level management, and beyond. Our panel will offer insight into what clients look for when evaluating outside counsel, as well as the various ways leading law firms have responded to such assessments at both a relationship and strategic level.

Moderator:
Bernadette Bulacan, Director, Market Development, Thomson Reuters Legal

Panelists:
Carla Goldstein, Associate General Counsel & Director of Strategic Initiatives, BMO Financial Group
Ryan Larkin, Senior Vice President, Assistant General Counsel, Bank of America
Mark Medice, Senior Director, New Initiatives, IntApp, Inc.
Colleen Moorehead, Chief Client Officer, Osler, Hoskin & Harcourt LLP
Catherine Zinn, Chief Client Officer, Orrick, Herrington & Sutcliffe LLP

4:00 PM
Champagne Roundtable #1: Assessing Business Intelligence Technology in Law Firms (Breakout)

Business intelligence is a critical tool for helping law firms act with greater authority and improved decision-making capabilities. Whether through dashboards, scorecards, infographics and more, technological innovation within this space continues to offer numerous options for customers. What distinguishes one business intelligence vendor from another? What criteria should consumers look at when considering such an important technological investment? This fast-paced presentation offers an practical overview of critical factors every law firm executive should consider when selecting their business intelligence solution.

Facilitator:
Tom Jones, President & Founder, Iridium Technology

4:00 PM
Champagne Roundtable #2: Going Digital: Closing the Digital and Paper Gap with Planned ROI (Breakout)

Law firms must remove the cost, risk and inefficiency of paper records.  Thanks to continued technological breakthroughs in paper-to-digital solutions, many law firm decision makers are realizing substantial ROI around cost savings and firm profitability along with key improvements to information governance best practices as their businesses embrace the digital legal practice. This roundtable offers a brisk yet comprehensive update on the latest methods law firms are deploying to enhance operational efficiency, and includes featured guest speaker Suzette Allaire, Chief Operating Officer at Lindquist & Vennum, who will share her firm’s success in moving Lindquist to a fully digital matter file.  Please join us as our nationally recognized facilitator leads an interactive conversation on managing the paper-to-digital transition.

Facilitators:
Suzette F. Allaire, Chief Operations Officer, Lindquist & Vennum LLP
Steve Irons, President and Founder, DocSolid, Inc.

4:30pm
Thursday Night Reception

Friday, Oct 28

8:30am
Continental Breakfast
9:30am
Keynote Address: Advancing Leadership: "Teaming," Talent and the Pursuit of Innovation

Join Harvard Business School Professor Amy Edmondson for a conference keynote on establishing collaborative leadership across complex professional organizations. Dr. Edmondson will leverage extensive research, current events, and a number of interviews with various leaders and organizations to examine how business executives can best cultivate a learning organization built upon camaraderie, “teaming” and innovation.

Presenter:
Amy C. Edmondson, Novartis Professor of Leadership & Management, Harvard Business School

10:30am
Break
10:45am
The Price of Progress: Law Firm Technology, Global Actors & the Evolving Face of Risk

One of the downsides to technological adoption is the attendant specter of risk. The chilling headlines from earlier this year of data breaches at some of New York’s most prominent firms was but the latest chapter in an ongoing narrative of law firms’ attractiveness to cyber criminals worldwide. This closing panel offers a comprehensive update on the latest actors, behaviors, regulatory recommendations and more surrounding law firm data privacy and risk.

Moderator:
Nicholas Barone, Director, Consulting Services Group, Eisner Amper LLP

Presenter:
Brian L. Levine, Senior Counsel & National CHIP Coordinator, US Department of Justice

Panelists:
Zachary K. Goldman, Executive Director, NYU Center on Law & Security; Adjunct Professor of Law, NYU School of Law
Robert K. Knake, Whitney Shepardson Senior Fellow, Council on Foreign Relations; Formerly Director of Cybersecurity Policy, National Security Council

12:00pm
Closing Remarks
Amy C Edmondson

Novartis Professor of Leadership and Management, Harvard Business School

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Jeffrey Connor

Chief Financial Officer, McGuireWoods LLP

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Mark Hanson

Executive Director, Irell & Manella LLP

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Kenneth Heaps

Chief Information Officer, Latham & Watkins LLP

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Meredith Mendes

Executive Director & Chief Operating Officer, Jenner & Block LLP

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Margaret Poster

Chief Operating Officer, Willkie Farr & Gallagher LLP

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Suzette Allaire

Chief Operations Officer, Lindquist & Vennum LLP

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Bruce Alltop

Senior Consultant, LawVision Group LLC

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Nicholas Barone

Director, Consulting Services Group
Eisner Amper LLP

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Amanda K. Brady

Global Practice Leader – Law Firm Management, Major, Lindsey & Africa

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Bernadette Bulacan

Director, Market Development
Thomson Reuters

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Michael R. Caplan

Chief Operating Officer, Goodwin Procter LLP

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Justin Cheseroni

Director of Finance and Accounting, Morris Nichols Arsht & Tunnell LLP

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Stephen Cole

Director, Client Technology & Strategy, Mattern & Associates LLC

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Julie J. Colgan

Senior Director, Strategy & Innovation, DTI

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Courtney Chiang Dorman

Chief Operating Officer, Wilson Sonsini Goodrich & Rosati

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William Fowler

Vice President & General Counsel, Profit Recovery Partners

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James F Fox

Partner & New York Metro Cybersecurity & Privacy Assurance Leader, PricewaterhouseCoopers LLP

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Zachary K Goldman

Executive Director, NYU Center on Law & Security

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Carla Goldstein

Associate General Counsel & Director of Strategic Initiatives, Legal, Corporate & Compliance Group,

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Darryl Hair

Chief Operating Officer, Sherman & Howard LLC

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John Harbison

Executive Vice President, LibSource

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Michael Hersch

Executive Director, Simpson Thacher & Bartlett LLP

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Leonardo Inghilleri

President & Chief Executive Officer, Inghilleri Consulting Group Inc.

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Steve Irons

President and Founder, DocSolid, Inc.

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Kenneth W. Johnsen

Chief Operating Officer & Chief Financial Officer, Shearman & Sterling LLP

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Tom Jones

President, Iridium Technology LLC

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Joseph Kelley

Chief Financial Officer, Jackson Lewis P.C.

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Michael P Kiskinis

Chief Operating Officer, Sullivan & Worcester LLP

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Robert K. Knake

Senior Fellow for Cyber Privacy, Council on Foreign Relations

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Jane Koehl

Chief Operating Officer, Drinker Biddle & Reath, LLP

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Kelli Kohout

Chief Administrative Officer, Davis Wright Tremaine LLP

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Ryan Larkin

Senior Vice President & Assistant General Counsel, Bank of America

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Brian L. Levine

Senior Counsel & National CHIP Coordinator, US Department of Justice

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Mark Medice

Senior Director, New Initiatives, Intapp

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Colleen Moorehead

Chief Client Officer, Osler, Hoskin & Harcourt LLP

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Joseph J. Palermo

Chief Operating Officer, K&L Gates LLP

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John J Peterburs

Executive Director, Quarles & Brady LLP

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Nicholas G Quil

President, HBR Consulting LLC

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Brian Schare

Chief Operating Officer
Schulte Roth & Zabel LLP

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Diane M Scheffler

Chief Operating Officer, Thompson & Knight LLP

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Frank Spadafino

Chief Information Officer, Hughes Hubbard & Reed LLP

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Madhav Srinivasan

Chief Financial Officer, Hunton & Williams LLP

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Michelle R Weber

Chief Operating Officer, Bilzin Sumberg Baena Price & Axelrod LLP

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Christopher Zegers

Chief Information Officer, Lowenstein Sandler LLP

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Catherine Zinn

Chief Client Officer, Orrick, Herrington & Sutcliffe LLP

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Accreditation

New York Marriott Downtown

85 West Street (at Albany Street)
New York, NY 10006
212.385.4900

We have reserved a block of guest rooms at the Downtown Marriott at a rate of $359/night plus taxes. For reservations, please visit the following web link: COO CFO Room Block. Alternatively, you may contact the hotel at 212.385.4900 and ask to be connected to Reservations. Please be sure to reference “Thomson Reuters COO & CFO Forum” to obtain the group rate. The cut-off date for guest room reservations at the group rate is Friday, October 7, 2016. Rooms are subject to availability. For assistance with guest room reservations, please contact our Conference Planner, Meghan Landis, at Meghan.landis@tr.com or 201.912.3042.

Dress Code:
Business casual. We recommend dressing in layers as meeting room temperatures tend to fluctuate.

Dinner Info:
Del Posto
85 Tenth Avenue (between 15th and 16th Streets)
New York, NY 10011

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212.497.8090

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