The 7th Annual Law Firm CFO/CIO/COO Forum Time & Tide: Evolving Law Firm Leadership to Meet New Challenges

Event Details

Jun 15, 2017

8:00AM - 4:00PM

New York, NY

$825 USD

Register Now

For questions about this event, please call 1-800-308-1700

The Thomson Reuters Legal Executive Institute is pleased to present the 7th Annual Law Firm CFO/CIO/COO Forum on June 15, 2017 at the New York Marriott Marquis in Times Square. This year’s program examines the evolving leadership responsibilities of the law firm C-suite during a period of profound geopolitical uncertainty and unrest.

Led by an accomplished faculty of industry veterans, our conference takes a timely and provocative assessment of critical developments impacting the legal profession from a financial, technological, and operational perspective. Time and tide wait for no (wo)man. And 2017 is no different.

Register today for this must-attend event. Online registration now available!

Program highlights include:

  • Regulation, Revelations & the State of Cybersecurity in 2017
  • Raising the C-Suite Profile: Enhancing Value Across the Firm
  • Evolving Law Firm Strategy Around Alternative Legal Service Providers
  • Big Data in Practice: Evolving Law Firm Business Analytics in the Information Economy

For information about our hotel room block, please click here.

Special Offers

Group discounts available. Please email for details or call 1-800-308-1700.

Why You Should Attend

  • No other forum brings together the law firm C-suite for such robust & practical business discussions
  • Take advantage of our ample networking with colleagues from firms across the country
  • Retain key takeaways for implementation at your firm
  • Augment your value across the enterprise by mastering innovative business strategies and ideas
  • Gain valuable CPE credit for participating

    Who Should Attend

  • Law Firm CFOs
  • Law Firm CIOs
  • Law Firm COOs
  • Law Firm Executive Directors

  • Event Co-Chairs

    Margaret Poster

    Chief Operating Officer, Willkie Farr & Gallagher LLP

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    Joseph Kelley

    Chief Financial Officer, Jackson Lewis P.C.

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    Kermit Wallace

    Chief Information Officer, Stroock & Stroock & Lavan LLP

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    Event Details

    Thursday, Jun 15

    8:15 AM
    Registration & Breakfast
    9:15 AM
    A Rumor of War: Regulation, Revelations & the State of Cybersecurity in 2017

    Cybersecurity remains a top priority for law firms in 2017. In addition to revamped cybersecurity regulations from the New York Department of Financial Services, law firm executives are paying close attention to how the Trump administration will approach Russian, Chinese and other foreign nationals with respect to homeland security and domestic policy. This timely conversation, led by some of the world’s foremost authorities in data privacy and foreign affairs, will examine the current cyber landscape at a moment of acute consternation in the American consciousness.

    Daniel Garrie, Managing Partner, Law & Forensics; Neutral & Special Master, JAMS; Partner & Co-Head, Cybersecurity practice, Zeichner, Ellman and Krause LLP

    Zachary K. Goldman, Executive Director, Center on Law & Security; Adjunct Professor of Law, NYU  School of Law
    Timothy Murphy, President, Thomson Reuters Special Services, LLC
    James L. Quinn, Head of Architecture, Infotecs Americas
    Gabriel Taran, Assistant General Counsel for Cyber and Infrastructure Programs, U.S. Department of Homeland Security

    10:25 AM
    10:40 AM
    Exploring Future Drivers of Change in Legal Services – Defining Client Expectations

    One of the problems with the future is that it always changes. In this session, a panel of experts will describe a range of significant developments involving technology, regulation, and socioeconomic tumult, that, in all likelihood, will impact the legal market for years to come. Our panel will offer cogent thoughts on how law firms and their clients will soon approach and purchase legal work.

    Kermit Wallace, Chief Information Officer, Stroock & Stroock & Lavan LLP

    Ben Alden, General Counsel, Betterment
    Sabine Chalmers, Chief Legal Officer, Anheuser-Busch InBev
    Dave Hicks, Vice President of Business Development, Intelliteach

    11:40 AM
    Networking Luncheon
    12:40 PM
    Raising the C-Suite Profile: Enhancing Value Across the Firm

    Given elevated client expectations around legal service, are law firms doing enough to maximize their C-suite talent? This interactive workshop offers an engaging exploration of ways the C-suite can maximize its impact across the greater enterprise. Beginning with success stories from leading law firm executives, our session will ask attendees to work in groups and establish collaborative strategic solutions.

    Margaret Poster, Chief Operating Officer, Willkie Farr & Gallagher LLP

    Frederick J. Esposito, Jr., Executive Director, Rivkin Radler LLP
    Joan Holman, Chief Information Officer, Strasburger & Price, LLP
    Evan Parker, Director of Analytics and Research, LawyerMetrix
    Brian Sprague, Chief Financial Officer, Akin Gump Strauss Hauer & Feld LLP
    Terry H. Thompson, Chief Operating Officer, Ropes & Gray LLP

    1:40 PM
    1:55 PM
    Evolving Law Firm Strategy Around Alternative Legal Service Providers

    Suffice to say, in 2017, alternative legal service providers (ALSPs) are firmly entrenched as key industry contributors. Catering to law firms and corporate legal departments alike, ALSPs are a vexing industry player around which law firms plan business strategy. Buttressed by conclusions from the world’s first ALSP survey, this breakout addresses a number of compelling topics, including what motivates legal clients to partner with ALSPs; what matters most for legal clients when selecting a particular provider; when and how law firms elect to partner with ALSPs; and finally, whether or not law firm executives should view these new entrants as threats, opportunities or allies?

    Danielle Haugland, Director of Legal Solutions, Pangea3, Thomson Reuters Legal

    David Curle, Director, Market Intelligence, Thomson Reuters Legal
    Andrew D. Gladstein, Associate, Schulte Roth & Zabel LLP
    David Holmes, Executive Director, Assistant General Counsel, Legal Discovery Management, JP Morgan Chase & Co.
    Frank Spadafino, Chief Information Officer, Hughes Hubbard & Reed LLP

    2:55 PM
    Afternoon Break
    3:10 PM
    Big Data in Practice: Evolving Law Firm Business Analytics in the Information Economy

    Data analytics capabilities in the AmLaw200 grow ever more sophisticated by the year. Indeed, in an ongoing effort to identify profitable—or unprofitable—work, law firms continue to invest countless resources into technologies and tools emerging in the digital economy. This lively discussion examines the latest trends in big data management as seen from a law firm C-suite perspective. Key questions include:

    • How is big data informing current law firm strategic focus & direction?
    • How are some of the most successful firms “getting it done” when it comes to technology and data output?
    • Where are firms realizing the greatest return on investment?
    • What do law firms hope to achieve next as data analytics continues to mature?

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

    Bennett Borden, Chief Data Scientist and Chair, Information Governance Group, Drinker Biddle & Reath LLP
    Zev J. Eigen, Global Director of Data Analytics, Littler Mendelson P.C.
    Sally Gonzalez, Independent KM Consultant; Formerly KM Programme Manager, Norton Rose Fulbright
    Joe Kelley, Chief Financial Officer, Jackson Lewis P.C.

    4:10 PM
    Conclusion & Reception
    Ben Alden

    General Counsel, Betterment

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    Bennett Borden

    Chief Data Scientist & Chair, Information Governance and eDiscovery Group
    Drinker Biddle & Reath LLP

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    Sabine Chalmers

    Chief Legal Officer, Anheuser-Busch InBev

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    David Curle

    Director of Market Intelligence
    Thomson Reuters Legal

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    Fred Esposito

    Executive Director
    Rivkin Radler

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    Daniel Garrie

    Senior Partner & Co-Founder
    Law and Forensics

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    Sally Gonzalez

    Independent KM & Technology Consultant

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    Zachary K Goldman

    Executive Director, NYU Center on Law & Security

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    Dave Hicks

    Vice President of Business Development, Intelliteach

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    Timothy Murphy

    President, Thomson Reuters Special Services

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    Dr. Evan Parker

    Director of Analytics & Research, LawyerMetrix

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    James Quinn

    Head of Architecture, Infotecs Americas

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    Frank Spadafino

    Chief Information Officer, Hughes Hubbard & Reed LLP

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    The New York Marriott Marquis

    1535 Broadway (46th Street & Seventh Ave)
    New York, NY 10036

    Surround yourself with the sights and sounds of the city at the New York Marriott Marquis. One of the premier hotels in Times Square, the hotel’s central location gives easy access to NYC entertainment options and several subway lines for accessing all of NYC. Experience New York’s most popular landmarks; Radio City Music Hall, Rockefeller Center, Central Park, Lincoln Center and Madison Square Garden, and do some Fifth Avenue shopping, all within walking distance of the hotel.

    Other Details
    Dress code is business casual.

    Guest Room Accommodations
    For guest rooms reservations at the discounted rate of $419/night plus taxes, please visit our dedicated web booking site: CFO CIO COO Forum Room Block (NOTE: Please select guest type “Attendee” – no access code needed). Alternatively, you may call the hotel at 212.398.1900 and ask to be connected to Reservations (Please be sure to reference “Thomson Reuters CFO/CIO/COO Forum”). The cut-off date for guest room reservations at the group rate is Tuesday, May 24, 2017. Guest rooms are subject to availability. For assistance, please contact our Conference Planner, Meghan Landis, at or 201.912.3042.

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