The 2017 Law Firm Financial Performance Forum A Law Firm Management Workshop

PMI Report

Event Details

Oct 25, 2017

11:30AM - 6:00PM

New York, NY


Profitability and practice management have never been more critical in the current landscape. As noted in the 2017 State of the Legal Market, legal market realities are such that law firms must redesign their approaches to client service, pricing, legal work processes, talent management and overall business structure to maintain any competitive advantage. Armed with exclusive industry analytics and a faculty of accomplished law firm executives, the 2017 Law Firm Financial Performance Forum will deliver invaluable, essential advice for immediate use.

Online registration now available! 

Take advantage of our special combination pricing with The 16th Annual Law Firm COO & CFO Forum and Dinner!

Why You Should Attend

  • This forum offers a timely, comprehensive, interactive workshop designed for and by law firm executives.
  • Attendees will roll up their sleeves and participate in peer-driven activities focused on performance and financial management.
  • Participants will gain unparalleled access to--and hear valuable feedback from--legal clients throughout the program.

    Who Should Attend

  • Law Firm Chief Operating Officers
  • Law Firm Chief Financial Officers
  • Law Firm Executive Directors
  • Law Firm Managers
  • Event Co-Chairs

    Mark Hanson

    Executive Director, Irell & Manella LLP

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    Meredith Mendes

    Executive Director & Chief Operating Officer, Jenner & Block LLP

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    Event Details

    Wednesday, Oct 25

    11:30 AM
    Registration & Luncheon
    11:55 AM
    Opening Remarks
    12:00 PM
    Metrics that Matter: Benchmarking Performance Across the Firm

    In a rapidly segmenting legal market, data analytics and business intelligence have never been more paramount. Tasked with defining and executing overall business strategy, law firm officers must make challenging decisions requiring actionable insight and visibility through data. This interactive workshop examines key metrical levers for evaluating law firm performance.  Led by some of the industry’s shrewdest minds, participants will gain comprehensive knowledge of which metrics truly matter from a business standpoint.

    Key topics for discussion include:

    • What are some of the different metrics currently used by firms and corporate legal departments;
    • How are firms measuring real “profit” and identifying key drivers of change;
    • How to establish an enterprise culture that embraces data analytics;
    • What are some of the preferred technological platforms for law firm management?

    Elliott C. Lee, Partner, EisnerAmper LLP

    Gary Kalbaugh, Deputy General Counsel & Director, ING Financial Markets; Special Professor of Law, Maurice A. Deane School of Law at Hofstra University; Lecturer in Law, Columbia Law School
    Bruce MacEwen, President, Adam Smith, Esq.
    Mat Rosswood, Chief Financial Officer, Milbank, Tweed, Hadley & McCloy LLP

    1:30 PM
    1:45 PM
    The Company We Keep: New Responses to Lawyer Compensation & Firmwide Origination Challenges

    This facilitated workshop examines the challenges and strategies many firms are deploying around partner compensation systems and origination credit.

    Key questions for discussion include:

    • How are firm-wide compensation systems designed and aligned with greater  cultural and strategic goals;
    • To what extent is origination credit tethered to a healthy business development culture;
    • What role does “teamwork” play in your firm’s compensation system? How is it assessed and evaluated;
    • How does your compensation system balance firm success with individual performance;
    • How do you align your associate compensation with partner compensation? Does your associate compensation model help facilitate the path to partnership?

    Larry Kleinberg, Executive Director, Atkinson, Andelson, Loya, Ruud & Romo
    Blane R. Prescott, Chief Operating Officer, Foley & Lardner LLP
    Robert D. Seabolt, Partner & Chief Operating Partner, Troutman Sanders LLP

    3:15 PM
    3:30 PM
    High Noon: A Pricing Negotiation Master Class

    Budget predictability is a top concern for law firm clients. Indeed, with continued financial pressures influencing clients’ decisions to bring more work in-house, the proliferation of alternative arrangements and adherence to budgets on large and small engagements has become almost axiomatic in the current market. And yet, a major lament for in-house counsel and their corporate procurement colleagues is the difficulty of lawyers adhering to budgetary proposals. This advanced pricing workshop asks attendees to engage directly with legal customers in mock negotiation exercises. Participants will gain unique insight around strategic conversations, client pain points and much more within a collegial yet purposeful setting

    Patrick E. Johansen, Director of Client Value, Reed Smith LLP

    David Cambria, Global Director of Operations – Law, Compliance and Government Relations, Archer Daniels Midland Company
    Christopher P. Ende, Law Firm Pricing, Solutions, and Panel Management Leader, General Electric
    Sophia Lee, CFA, General Counsel, IEX Group, Inc.
    Lizzie Shilliam, Senior Director, Law Department PMO, The Hertz Corporation

    5:00 PM

    Please join us for cocktails and canapés as we wrap up the day’s proceedings.

    6:30 PM
    The 16th Annual Law Firm COO & CFO Forum Welcome Dinner*

    Little Park (at the Smyth Hotel)
    85 West Broadway (at Chambers St.)
    New York, NY

    *Separate registration required. Seating is extremely limited (Please call for details.)

    David Cambria

    Global Director of Operations – Law, Compliance and Government Relations,
    Archer Daniels Midland Company

    View Faculty Page
    Elliott Lee

    Partner, EisnerAmper LLP

    View Faculty Page
    Sophia Lee

    General Counsel, IEX Group, Inc.

    View Faculty Page
    Bruce MacEwen

    Adam Smith, Esq.

    View Faculty Page
    Blane Prescott

    Chief Operating Officer, Foley & Lardner LLP

    View Faculty Page
    Robert D. Seabolt

    Partner & Chief Operating Officer, Troutman Sanders LLP

    View Faculty Page


    The New York Downtown Marriott

    85 West Street at Albany Street
    New York, NY 10006

    Situated in Lower Manhattan near Battery Park, the New York Marriott Downtown is located near Wall Street, the 9/11 Memorial and Museum and One World Observatory. Enjoy nearby shopping at Brookfield Place, Century 21 or the new Westfield World Trade Center. Business and leisure travelers alike will love spreading out in the hotel’s spaciously modern accommodations, which strike the perfect balance between work and play.

    Subway passengers can take the 1, R, or W lines to Rector Street and walk toward West Street.

    Room Block Details

    We have reserved a block of guest rooms at a group rate of $369/night plus taxes($379/night+ for double/double accommodations). For reservations, please visit our dedicated booking site. Alternatively, you may call the hotel directly at 212.385.4900 and ask for the Reservations Department. Please be sure to reference “Thomson Reuters 16th Annual COO/CFO Forum.” The cut-off date for guest room reservations is Sunday, September 24, 2017. For additional assistance, please contact our Conference Planner, Meghan Landis, at or 201.912.3042.

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