The 6th Annual Law Firm CFO/CIO/COO Forum

Event Details

Jun 15, 2016

8:00 AM - 5:00 PM

New York, NY

$825

The Thomson Reuters Legal Executive Institute is pleased to present the 6th Annual Law Firm CFO/CIO/COO Forum on June 15, 2016 at the J.W. Marriott Essex House in New York. This year’s program marks a return to its roots with a comprehensive examination of collaborative strategies across the law firm C-suite on a number of timely topics impacting law firm operations, finance and technology.

Given that 2015 was a “lackluster” year for law firm financial performance, many firms are exploring merger opportunities, innovative staffing models, and alternative workplace designs in an effort to overcome an increasingly competitive legal market poised to separate the wheat from the chaff. Whether one’s firm exists at the fore, middle or back of the proverbial pack, understanding the nuances of such critical business issues as the multi-generational workforce and crumbling law firm partnership model will yield sustained success in 2016 and beyond. Register today for this must-attend event.

Program highlights include:

  • The Evolving Role of the Law Firm C-Suite in Merger Activity
  • Establishing Collaborative Leadership Around Law Firm Conflicts of Interest
  • The Evolving Law Firm Partnership Model
  • Mysterious Skin: On Millennials, the Multi-Generational Workforce and their Impact on Law Firm Operations

 

Here is an article written shortly after the conference about a panel discussion on pricing and staffing.

Why You Should Attend

Top Reasons to Attend:
  • Gain critical insight from thought leaders both within and outside the legal industry on the most pressing issues facing law firm management
  • Network with colleagues and exchange ideas through interactive conversations
  • Retain key takeaways for implementation at your firm
  • Augment your value within the firm by mastering innovative business strategies to help guide your firm in 2016
  • Gain up to 6.0 CPE credit hours
For more information and to register, call 1-800-308-1700.

Who Should Attend

  • Law Firm Chief Financial Officers, Chief Information Officers, and Chief Operations Officers
  • Executive Directors and Department Heads
  • Managing Partners

Event Co-Chairs

Charles O'Donnell

Chief Operating Officer
Duane Morris LLP

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Brian Schare

Chief Operating Officer
Schulte Roth & Zabel LLP

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Event Keynote Speaker

Thomas H. Davenport

President’s Distinguished Professor of Information Technology and Management, Babson College

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Event Details

Wednesday, Jun 15

8:00 AM
Registration and Breakfast
9:10 AM
Opening Remarks
9:15 AM
All the King’s Men: The Evolving Role of the Law Firm C-Suite in Merger Activity

Law firm consolidation remains robust on both a domestic and global scale. In addition to vibrant interest in the Washington, DC, New York and California markets, global expansion into less familiar terrain such as Africa, Latin America and Singapore suggests a still-voracious appetite for business growth with profound implications for firm executives. This opening discussion offers a timely and comprehensive analysis of the evolving responsibilities of the law firm C-suite (e.g. COO, CFO, CIO, CMO and Chief Strategy Officer) in strategizing, executing, and stabilizing the aftershocks of significant business transformation.

Moderator:
James D. Pagliaro, Partner, Bernero & Press, LLC

Panelists:
Justin Cheseroni, Director of Finance & Accounting, Morris, Nichols, Arsht & Tunnell LLP
Laurence A. Liss, Chief Technology Officer, Blank Rome LLP
Blane R. Prescott, Chief Operating Officer, Foley & Lardner LLP

10:30 AM
Break
10:45 AM
I Am Legion: Establishing Collaborative Leadership around Law Firm Conflicts of Interest

Conflicts of interest are myriad — and potentially debilitating — for law firms large and small. The role of law firm leaders in policing such conflicts, including preventative measures and appropriate responses, is an important skill-set that many executives must routinely access. This conversation offers a thorough examination of best practices and key considerations every law firm leader should master. Our panel will ponder a number of critical issues in areas such as ethics, business development and compliance.

Moderator:
Joy E. Spicer – Founder, President & Chief Executive Officer, Elegrity, Inc.

Panelists:
Melanie J. “Mindy” Campo, Conflicts Counsel, Parker Poe Adams & Bernstein LLP
Bob Ferris, Manager, Business Systems, Skadden, Arps, Slate, Meagher & Flom LLP
Barbara Ann Williams, Deputy General Counsel, McGuireWoods LLP

12:00 PM
Keynote Luncheon - Only Humans Need Apply

The rise of automation across industries has had profound ramifications for working Americans. Nearly half of the US workforce is at risk of losing their jobs because of brilliant technologies poised to replace both blue-collar and educated professionals. Join renowned Babson College professor Thomas H. Davenport for a provocative and comprehensive examination of workplace automation that reframes the conversation around artificial intelligence in professional service environments and beyond.

Presenter:
Thomas H. Davenport – President’s Distinguished Professor of Information Technology and Management, Babson College; Co-Founder, International Institute for Analytics; Fellow, MIT Center for Digital Business; Senior Advisor, Deloitte Analytics

1:15 PM
Chasing Profitability: The Evolving Law Firm Staffing Model

In an age of declining demand and revenues, law firms have found ways to remain profitable while leveraging one of their most effective tools: staffing. From lawyers, to administration, to secretaries, many firms are embarking on bold initiatives to achieve greater efficiencies from a restructured—and consistently evolving—talent model. This conversation offers an earnest inquiry into how law firm leadership is recalibrating their ranks to form a new foundation for profitability. Our panel will consider how much runway firms have to work with when it comes to implementing scalability, along with the key metrics firms are deploying to assess elusive ROI.

Moderator:
William Josten, Senior Analyst, Client Relations & Thought Leadership,  Thomson Reuters

Panelists:
David B. Cunningham, Chief Information Officer, Winston & Strawn LLP
Dwight Floyd, formerly Director of Knowledge Management, Parker Poe Adams & Bernstein LLP; Pricing, Profitability, Practice Management & Knowledge Management Consultant
Tom Jones, President & Founder, Iridium Technology
Sally F. King, Chief Operating Officer, Akin Gump Strauss Hauer & Feld LLP
Brent Turner, Client Development, Peer Monitor, Thomson Reuters

2:30 PM
Break
2:45 PM
Millennials, the Multi-Generational Workforce and their Impact on Law Firms

The Millennial generation, widely derided as lazy, indecisive, narcissistic and aloof, currently comprises 26% of the US population (83 million) and is widely projected to represent nearly 75% of the world’s workforce by the year 2025. Many business executives are cognizant of the profound impact millennial employees are having on business operations and infrastructure, especially when considering a current business climate of technological advancement, workplace motility, and more ardent demands for work-life balance. This closing conversation examines the short- and long-term ramifications of an increasingly diverse multi-generational workforce poised to undergo the proverbial changing of the guard.

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

Panelists:
Timothy Bromiley
, Senior Associate, Gensler
David B. Cunningham, Chief Information Officer, Winston & Strawn LLP
James (Jamie) S. Hutchinson, Chief Administrative Partner, Alston & Bird LLP
Sonia Menon, Chief Operating Officer, Neal, Gerber & Eisenberg LLP
Katherine K. Solomon, Associate, Paul Hastings LLP

4:00 PM
Conclusion & Reception
Thomas H. Davenport

President’s Distinguished Professor of Information Technology and Management, Babson College

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Joy Spicer

Founder, President & CEO
Elegrity, Inc.

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Sonia Menon

Chief Operating Officer, Neal, Gerber & Eisenberg LLP

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Blane Prescott

Chief Operating Officer, Foley & Lardner LLP

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James D. Pagliaro

Partner, Bernero & Press, LLP

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Laurence Liss

Chief Technology Officer, Blank Rome LLP

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Melanie J. Campo

Conflicts Counsel, Parker Poe Adams & Bernstein LLP

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Barbara Ann Williams

Deputy General Counsel, McGuireWoods LLP

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Jamie Hutchinson

Chief Administrative Partner, Alston & Bird LLP

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David B Cunningham

Chief Information Officer, Winston & Strawn LLP

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Tom Jones

President, Iridium Technology LLC

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William Fowler

Vice President & General Counsel, Profit Recovery Partners

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Timothy Bromiley

Professional Services Firms Practice Area Leader & Senior Associate, Gensler

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Katherine Solomon

Associate, Litigation, Paul Hastings LLP

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Bill Josten

Senior Legal Industry Analyst
Thomson Reuters Legal Executive Institute

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Brent Turner

Manager, Peer Monitor, Thomson Reuters

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Justin Cheseroni

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

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Sally King

Chief Operating Officer, Akin Gump Strauss Hauer & Feld LLP

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Dwight Floyd

Pricing, Profitability, Practice Management & Knowledge Management Consultant

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Bob Ferris

Manager, Business Systems, Skadden, Arps, Slate, Meagher & Flom LLP

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Accreditation

JW Marriott Essex House New York

160 Central Park South
New York, NY 10019
212.247.0300

Our room block cut-off date has passed. For assistance with group-rated guest rooms, please contact our Conference Planner, Meghan Landis, at Meghan.landis@tr.com or 201.912.3042. Rooms are subject to availability.

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