The West Coast Law Firm Leadership Forum Critical Management Perspectives in the 21st Century

Lean Six Sigma

Event Details

Sep 28, 2016

8:00 AM - 4:00 PM

San Francisco, CA


The West Coast Law Firm Leadership Forum is the premier business of law forum for law firm managing partners, executive directors and C-level executives across the region. Our distinguished faculty will address key topics and emerging trends of paramount importance to the executive suite. Join us and network with your peers at this must-attend event.

To get registered, simply send us your contact information.  See you there!

Who Should Attend

  • Law Firm Managing Partners
  • Chairs
  • Officers
  • Executive Directors

Event Co-Chair

Douglas Penson

Thomson Reuters
Business Development Executive

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Event Keynote Speaker

Mark Egan

Partner, The StrataFusion Group

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Event Details

Wednesday, Sep 28

8:00 AM
Registration and Continental Breakfast
9:00 AM
Opening Remarks
9:15 AM
Needle in the Haystack: How to Control Costs and Uncover Profitability

The cost of doing business seems to be, forever, on a steady climb upwards, which means firms need to be consistently driven towards new ways of controlling costs and increasing profitability. While this endeavor is ‘par for the course’ in the business of law, such an important undertaking doesn’t have to be an impossible task. Our panelists discuss growing opportunities in profit discovery through the utilization of business intelligence, data mining, benchmarking tools and technological techniques – all of which can increase a firm’s profit margin and ultimately save their clients’ money.

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

Ken Callander, Founder, Value Strategies
Stephanie Corey, Co-Founder, UpLevel Ops; Co-Founder, Corporate Legal Operations Consortium
Jon Hoak, Co-Founder and General Partner, UpLevel Ops; Of Counsel, Benesh, Friedlander, Coplan & Aronoff LLP; General Counsel (retired), Flextronics
Yaacov Silberman, Founding Partner and COO, Rimon P.C.


10:30 AM
10:45 AM
Perilous Pathways: Cybersecurity & Corporate Liability at the Crossroads

Corporate liability is a major concern in the modern information age. The seemingly limitless amount of headlines involving data breach incidents and privacy violations can have profound implications for a given company’s brand, executive officers, and board of directors. This interactive breakout offers powerful insight into the increasingly complex and litigious world of corporate risk management and liability. Our panel will address a number of key issues including cyber liability insurance, the evolving regulatory landscape and more.

Daniel Garrie, Founder & Senior Managing Partner, Law & Forensics LLC; Partner, Global Head of Cyber Practice, Zeichner, Ellman & Krause

Emy Donavan, Regional Head of Cyber, North America; U.S. Head of E&O – Technology, Media, Specialty PI and A&E, Allianz Global Corporate & Specialty (AGCS)
Laura Floresca, Senior Vice President & Partner; Co-Chair, Cyber Liability Team, Woodruff-Sawyer & Co.
Steve Konecny, Director, Forensic, Litigation & Valuation Services Group, EisnerAmper LLP
Jautau White, Manager, Cybersecurity and Privacy, PricewaterhouseCoopers LLP

12:00 PM
Luncheon and Keynote Presentation: Business Implications of the Public Cloud

Within an ever-expanding array of federal regulations around data security, firms are being forced to consider the serious implications of a data breach. While the cloud offers a tempting solution to burgeoning data storage management, fears of an attack from hackers, international hoodlums or virus-happy vigilantes cautions firms from entering into this realm of cyberspace. This keynote presentation addresses the pros and cons of a cloud and provides insight as to why the passing dark storms in cloud technology are succumbing to brighter and sunnier cyber-secure skies.

Keynote Presenter:
Mark Egan, Partner, StrataFusion

Building the 21st Century Lawyer

Few would argue that technological advancement has caused a major shift in the way the modern world conducts business. Law firms, cognizant of the unprecedented change around them, are continuing to ride the shifting tides by envisioning new ways of delivering high-quality results through improving the technological savvy of legal employees and acquiescing to client demands. This panel addresses what knowledge, skills and abilities new talent should possess in order to succeed in a 21st Century, tech-enabled legal industry.

Katie Walter, Director of Marketing, Government and Academic, Thomson Reuters

Diane Downs, Director of Attorney Recruiting, Morrison & Foerster LLP
Chris Mammen, Lecturer, UC Hastings College of Law Partner; Hogan Lovells
David Maurer, Managing Director/Office Leader – San Francisco, Major, Lindsey & Africa
Melissa Souza, Senior Director and Associate General Counsel, Hewlett Packard Enterprise

2:45 PM
3:00 pm
The Situation Room: A Workshop on Crisis Management

One of the sad realities of the “new normal” is the escalating specter of terrorism-related crises in the workplace. Though not exclusively tethered to data privacy concerns or security breaches, a business executive’s ability to manage unforeseen trauma is an essential (and largely unspoken) part of the modern day job description. This closing workshop offers critical, practical, and experiential coaching on how to handle the unforeseen at a moment of supreme hardship. Participants will walk away with a clear understanding of what steps to take in order to protect the company’s human and business assets, as well as key techniques for better understanding terrorism’s ineffable vicissitudes.

Lucien Canton, Managing Director for Emergency Preparedness, TAL Global

4:00 PM
Steve Konecny

Director, Forensic, Litigation & Valuation Services Group, EisnerAmper LLP

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William Fowler

Vice President & General Counsel, Profit Recovery Partners

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Daniel Garrie

Senior Partner & Co-Founder
Law and Forensics

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Lauri Floresca

Senior Vice President & Partner; Co-Chair, Cyber Liability Team, Woodruff-Sawyer & Co.

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Mark Egan

Partner, The StrataFusion Group

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David R. Maurer

Managing Director, Major, Lindsey & Africa

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Lucien Canton

TAL Global
Managing Director of Emergency Preparedness

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Yaacov Silberman

Founding Partner and COO
Rimon PC

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Katie Walter

Director, Government and Academic
Thomson Reuters

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Jon S. Hoak

General Counsel

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The City Club of San Francisco


Here is a list of public parking garages within easy walking distance to the City Club. Please check with the individual garages for their current prices and hours of operation.

Dress Code:  Business casual.  We suggest dressing in layers because temperatures can fluctuate in the conference rooms.


Guest Rooms:

The City Club does not have guest rooms on site. Below is a listing of nearby hotels. Please contact hotels directly for rates and availability. For assistance with guest room reservations, please contact our Conference Planner, Meghan Landis, at or 201.912.3042.


Loews Regency San Francisco (292 ft.)

222 Sansome Street

San Francisco, CA 94104



Omni San Francisco (0.2 mi)

500 California Street (at Montgomery Street)

San Francisco, CA 94104



Le Meridien San Francisco (0.3 mi)

333 Battery Street

San Francisco, CA 94111



Galleria Park Hotel (0.3 mi)

191 Sutter Street

San Francisco, CA 94104



Palace Hotel (0.3 mi)

2 New Montgomery Street

San Francisco, CA 94105



Club Quarters San Francisco (0.3 mi)

424 Clay Street

San Francisco, CA 94111



Hotel Triton (0.3 mi)

342 Grant Avenue

San Francisco, CA 94108


More Info

Sponsors of This Event