Join your peers to discuss current problems and share solutions unique to the personal injury plaintiff practice. This idea exchange combines round-table discussion and informal sharing for an exceptional networking experience. You will determine the topics, which may include human resources, strategic planning, marketing, financial management, and computer hardware and software issues for personal injury firms.

Moderator: Kristi D. Stevenson, Berman Sobin Gross Feldman & Darby, LLP

Connect and share best practices with other chapter leaders at this lively idea exchange. An array of chapter management topics will be on the agenda.

Sponsored by Thomson Reuters ELITE

Today's economy calls for a new way of doing business. Business leaders need a more cutting-edge perspective on the world. They need to know how to turn challenge into opportunity, and how to rethink competitive advantage. Peter Sheahan, one of the youngest and fastest-rising stars on the international business circuit, reveals how to do just that with what he calls "flip"—i.e., counterintuitive thinking coupled with bold acts. Learn how the world's most effective organizations and individuals disregarded the "business as usual" conventions and distinguished themselves from the competition. Explore how you can reimagine the competitive advantage, manufacture tangible points of difference in the market, and take the intelligent risks required to innovate and drive change that will improve your firm's profits in this highly creative and informative session.

Objectives:

• Identify how to inspire innovative thinking and lasting change
• Determine how to break free from thinking that made you successful in the past, but could undermine your success in the future
• Explain the benefits of counterintuitive thinking
• Discuss how "nonsexy" innovation can improve your firm's bottom line

Audience: Attendees at any level will benefit from this session. No advance preparation is necessary.

CLM App Credit: Organizational Development * 60 Minutes * CPE Field of Study: Administrative Practice * Audience: B

Speaker: Peter Sheahan is known internationally for inspiring innovative business thinking and creating lasting behavioral change. He is a highly successful entrepreneur with his international thought leadership practice and as the CEO of ChangeLabs™, a global consultancy that builds and delivers large-scale behavioral change projects for clients such as Google, Apple and IBM.

He has been voted the Australian National Speakers Association's Keynote Speaker of the Year, named one of the 25 Hottest New Speakers in America, one of the 25 Most Influential Speakers in the industry and was recently inducted into the CPAE Speaker Hall of Fame.

Sheahan has been a featured expert in a five-part global series on Innovation on CNBC, and has been written up in the Washington Post and Fast Company magazine. He is the author of six books, including Fl!p, Generation Y and his newest book, Making It Happen.

Our brains thrive on challenge. It seems like we are doing that every day, but there are times when the brain just seems to be missing the connection. The accepted truth once was that you were born with a set level of intelligence, which was finite. Recent research shows that basic cognitive abilities, such as executive function, can be improved with proper training. Join this session to learn how to tap into your core underlying mental abilities.

Objectives:

• Determine how to improve your visual retention and recall information "on the fly"
• Identify ways to remember your daily to-do list and key points of conversation
• Evaluate your core underlying mental abilities and ways to tap into them
• Examine your learning style and how it can increase your ability to access information

Note: This session will be repeated on Monday, 4:00–5:15 p.m.

Audience: Attendees at any level will benefit from this session. No advance preparation is necessary.

CLM App Credit: Self-Management Skills * 75 Minutes * CPE Field of Study: Personal Development * Audience: A

Speaker: Marguerite Ham, Principal of Igniting Success, is a business coach, trainer, memory expert and author of How to Remember Anything in 60 Minutes or Less, How to Remember What's His Name and the audio series Total Recall. Her training has improved the effectiveness and increased individual productivity for the past 20 years in organizations such as Lucent Technologies, TRW, Lockheed Martin, FDIC, Bell Canada and Associations worldwide.

How long has it been since your firm has done a comprehensive review of its insurance needs? The answer may be "too long!" While you may believe that you have the appropriate policies and limits in place, are you confident in your knowledge of the types of coverage currently available to protect all aspects of your law firm? Join this session to address professional liability, property and casualty, employment practices, management liability, network security, fiduciary liability and more. Additionally, you will learn how to choose a credible adviser/broker who will both simplify and add value to the insurance-buying process.

Objectives:

• Identify the appropriate levels of coverages needed by law firms
• Determine how to choose a broker who is proactive and a resource for you
• Recognize ways to simplify the overall process while still ensuring adequate coverage

Audience: Attendees should have a working knowledge of law firm insurance management.

75 Minutes * CPE Field of Study: Management Advisory Services * Audience: I

Speaker: Craig Howser, ARM, is Senior Vice President with ProQuest a division of Alliant. Howser has dedicated the past 15 years of his insurance career as a broker working exclusively on behalf of law firms in facilitating their insurance needs. Prior to ProQuest, Howser was with Aon Risk Services, specializing in law firms, and with Zurich American as an underwriting team leader in Alternative Risk Casualty Group. He holds an Associate in Risk Management (ARM) designation and is a member of the Professional Liability Underwriting Society and the Association of Lloyd's Brokers.

**Seasoned Administrator Session**

Lateral hires can increase a firm's practice capability, profits and culture. On the other hand, they can represent an investment of time and money that was not well spent. Join this session to gain insight and tools to recruit and retain the right laterals for your firm. Determine how to distinguish between opportunistic and targeted lateral hiring, and learn how to develop compensation standards that reflect the culture of your firm and its priorities—and still remain market competitive.

Objectives:

• Determine and negotiate the right compensation agreement for both parties (law firm and lateral), including sharing the risk of promised originations
• Evaluate creative compensation and benefit structures
• Analyze how and why to get more conscious involvement in the lateral hiring process from firm management
• Incorporate dual due diligence at an early point in the process

Audience: Attendees should be seasoned administrators with knowledge of the financial implications of lateral acquisitions.

75 Minutes * CPE Field of Study: Management Advisory Services * Audience: A

Speaker: Martha Ann Sisson, J.D., with Garrison & Sisson, collaborates with law firms, corporations and other non-firm consumers of legal counsel in structuring and enhancing their search efforts for associate, partner level and practice group additions. Her practice also focuses on working with individual attorneys and practice groups in evaluating and obtaining opportunities most compatible with their interests and practice needs. Sisson regularly participates in local and national bar association panels and speaks at NALP and WALRAA sponsored programs.

**Future Law Firm Session**

Legal Project Management (LPM) has become a game-changer as today's law firms struggle to drive greater efficiency and productivity into service delivery. Understanding the rapid global evolution of LPM and how it relates to other trends is essential. So, what is legal project management? How will its application in your firm create new efficiencies and add client value? Join this session to discover what you need to know to stay on top of this key initiative.

Objectives:

• Summarize the concepts of LPM
• Evaluate how LPM relates to other trends in the legal marketplace
• Analyze LPM best practices and stumbling blocks as shown through real-life examples
• Plan, introduce and implement LPM in your firm

Audience: Attendees should have a working knowledge of law firm budgets and billing processes.

75 Minutes * CPE Field of Study: Management Advisory Services * Audience: I

Speaker: Pamela H. Woldow, J.D., is General Counsel of Edge International, LCC where she provides advice to law firms and chief legal officers worldwide on effective management of legal matters. She has particular expertise on alternative fee arrangements, requests for proposals, legal project management and other cost management techniques and initiatives.

**Future Law Firm Session**

What will your office look like in 10 years? How will we accommodate our scaled-back and aging workforce? What strategies can firms employ to maximize space and flexibility to meet changing needs? How can firms incorporate technology into individual spaces and the overall office environment to better enable communications and mobility? Join this session to get the best approach for office space planning and design, furniture and equipment, and trends and ergonomics for the law office of the future. Bring back practical and creative strategies to transform your law firm's workplace.

Objectives:

• Determine what design forces are shaping the way law will be practiced in the future and how these forces affect you
• Discuss accommodations to best support the ergonomic needs of the various generations in the office
• Describe what the office of the future will look like and how to achieve consensus to adapt the workplace to reflect the way we work today

Audience: Attendees should have a working knowledge of the law firm space requirements.

75 Minutes * CPE Field of Study: Business Management & Organization * Audience: I

Speaker: Steven J. Martin, AIA, LEED AP, is Principal of Gensler Washington, D.C. and a firmwide leader of Gensler's Law Firm Practice. Martin applies more than 30 years of experience in strategic planning and design as project director for a diverse group of global, national and local law firms. He is a well-regarded speaker with insights into best practices and emerging trends in law firm design.

This session was developed in collaboration with the International Legal Technology Association (ILTA).

Lawyers are using iPads for personal use, while law students assume that they can use iPads in all aspects of their lives. Some law firms are embracing iPads as the tool of choice for quick access to resources, and others have created iPad apps to support various services. How does the administrator fit into this picture? Hear how you can safely and effectively implement iPads at your firm.

Objectives:

• Explain how iPad use integrates with the legal environment
• Discuss ways in which iPads may be used
• Identify a variety of apps for the administrator, those that are being used by lawyers to access law firm services and resources, and those that are being provided by online research vendors
• Determine the ethical responsibilities of using iPads in your firm

Audience: Attendees should have a working knowledge of law firm technologies. Attendees are encouraged to bring their iPads to this session.

CLM App Credit: Information Technology * 75 Minutes * CPE Field of Study: Computer Science * Audience: I

Speaker: Brett Burney, J.D., Principal, Burney Consultants LLC, focuses his time on bridging the chasm between the legal and technology frontiers of electronic discovery. He is very active in the Mac-using lawyer community, working with law firms who want to integrate Mac and iOS devices into their practices. Prior to establishing Burney Consultants LLC, he spent more than five years at Thompson Hine LLP. He is a frequent contributor to Law.com and speaks around the country on litigation support, e-discovery and Mac-related topics.

It is nearly impossible to predict the unpredictable in the workplace environment. But you need to be prepared for anything, whether nature or man-made, client- or staff/attorney-related. No matter what the crisis your personnel are dealing with, you need to understand your responsibilities as the administrator. Join this session for a discussion of readiness and support procedures, and learn what is involved in your role as the administrator in handling the unpredictable.

Objectives:

• Identify ways to handle domestic violence in the workplace
• Discuss how to support our employees who are caretakers
• Examine some of the legal obligations to prepare for the unpredictable
• Explain your responsibility as the administrator to the employee and to the firm
• Determine how to manage difficult conversations when dealing with the unpredictable

Audience: Attendees should have a working knowledge of human resources initiatives involving law firm personnel.

75 Minutes * CPE Field of Study: Personnel/HR * Audience: I

Speaker: Jennifer Alfonso, MBA, MSW, LCSW-C, founded AngerManagement.Org in 1997. She is a nationally recognized expert and speaker on anger and stress management, conflict resolution, and non-defensive communication. Alfonso is a former part-time faculty member at a local college where she taught organizational behavior and management. She currently works with the staff psychologist for Montgomery County Department Fire and Rescue Services to evaluate and recommend strategies to reduce organizational stress for the Emergency Communication Center.

Now more than ever, letting our firm's employees know how they are performing is one of the most important aspects of any administrator's or manager's job. Whether the employee is doing a great job or needs significant improvement, it is critical that we all know how to appropriately document the employee's performance and carefully draft the appraisal. Join this session to put the pieces in place to build a strong performance appraisal system for your firm.

Objectives:

• Explain why appraisals are important
• Discuss why it's important to get buy-in from everyone in the firm (lawyers, staff, etc.)
• Describe the drafting process and identify common mistakes made in the drafting process
• Determine the legal risks associated with a rushed or poorly worded appraisal

Audience: Attendees should have a working knowledge of human resources performance appraisal responsibilities.

75 Minutes * CPE Field of Study: Personnel/HR * Audience: I

Speaker: Michael S. Cohen, J.D., is a Partner at Duane Morris LLP in Philadelphia in the firm's Employment, Labor, Benefits and Immigration Practice Group. A highly-rated ALA speaker, he has trained and counseled employees throughout the country on employment subjects, including harassment prevention, diversity, discipline, hiring, firing, recruiting, performance evaluations and compliance.

The best time to figure out if you have a good flashlight isn't after the lights go out. Similarly, the time to look for a trusting and rewarding relationship with your bank and your banker isn't when you are renegotiating your credit line, looking for interest rates for a new lease, or when you discover your new landlord requires a letter of credit. And while many firms have longstanding, valuable relationships with their bank, can those relationships be improved upon? Join this session to review strategies for how to go about choosing the right bank for you and your firm. Discover the importance of knowing the financial stability of your bank.

Objectives:

• Determine what type of bank is best for your firm
• Discuss strategies for choosing the right bankIdentify ways to determine the bank's financial stability
• Describe how to conduct regular relationship reviews

Audience: Attendees should have a working knowledge of law firm financial operations.

60 Minutes * CPE Field of Study: Management Advisory Services * Audience: A

Speaker: Matthew Steilberg, head of Retail Banking for C&F Bank of West Point, Virginia, was recently named a "Top Bank of the Decade" by Forbes.com in May 2012. Steilberg has 25 years of experience in the industry, including senior leadership roles with Wells Fargo Bank and Bank of America in both retail and business banking.

**Future Law Firm Session**

The workforce has evolved into a rich mosaic of people from diverse cultures, beliefs and backgrounds. As a result, administrators must understand the broader issues of diversity and inclusion, and how this affects many people within the firm. Join this session to learn practical ideas to attract and retain diverse talent, how to avoid unlawful discrimination and the benefits of strengthening diversity and inclusion in your firm.

Objectives:

• Summarize some of the new laws and legal issues related to diversity and inclusion
• Discuss how to manage and value diversity and inclusion in your office
• Analyze the broader view of diversity and inclusion as it pertains to the people and legal issues that directly affect your firm

Audience: Attendees should have a working knowledge of diversity programs.

60 Minutes * CPE Field of Study: Personnel/HR * Audience: I

Speaker: Michael S. Cohen, J.D., is a Partner at Duane Morris LLP in Philadelphia in the firm's Employment, Labor, Benefits and Immigration Practice Group. A highly-rated ALA speaker, he has trained and counseled employees throughout the country on employment subjects, including harassment prevention, diversity, discipline, hiring, firing, recruiting, performance evaluations and compliance.

The financial and management reports produced from the typical law firm time and billing system can be useful, but to project revenues and suggest changes that will affect profitability based on those reports, you need to understand them and how that data can be used to optimize economic performance. Join this session to get the basics on how to organize and present your firm's billing system data and provide the information that has an impact on your firm's profitability.

Objectives:

• Identify the information that can be obtained from the firm's billing and management reporting system
• Describe how to organize and present that data into condensed reports for management
• Determine the information to report on profitability of attorneys, offices, clients and matters

Audience: Attendees should have three years of experience in law firm financial operations.

75 Minutes * CPE Field of Study: Accounting * Audience: I

(Participants are encouraged to attend the other two sessions in this series, FM14 Profitability via Legal Project Management, Monday, 1:45–3:00 p.m. and FM20 Profitability via Knowledge of Your Firm, Tuesday, 8:00–9:15 a.m.)

Speaker: Ron Seigneur, MBA ASA, CPA/ABV CFF, CGMA, is managing partner of Seigneur Gustafson LLP, with offices in Lakewood and Montrose, Colorado and was chair of the Colorado Society of CPAs in 2009-2010. He has worked with over 300 professional services firms on a wide range of practice management issues ranging from innovative compensation systems, tax planning and compliance services, retreat facilitation, business development tactics, performance benchmarking, and succession/exit planning.

**Seasoned Administrator Session** 

The thought of succession planning often causes negative reactions, and occasionally, fear. But it's essential to the future—and the strength—of the firm. The speakers in this session will help dissipate those reactions as the panel discusses their planning, implementation and end result of their successful leadership succession.

Objectives:

• Assess when to execute a succession planIdentify what works and what doesn'tAnalyze the impact of internal and external changes
• Recognize the importance of incorporating strong public relations initiatives
• Evaluate the end result of the new leadership

Audience: Attendees should be seasoned legal administrators with a working knowledge of law firm succession planning.

75 Minutes * CPE Field of Study: Business Management and Organization * Audience: I

Speakers:

Barbara A. Foley, CLM, is Chief Operating Officer of RatnerPrestia, PC in Valley Forge, Pennsylvania, an intellectual property firm. Foley has worked in the legal industry for more than 20 years. She has served in numerous ALA leadership positions and was the ALA Region 1 Director. She has also been a frequent speaker at ALA Conferences and contributor of articles relating to law firm management.

Paul F. Prestia, Esq., RatnerPrestia Senior Counselor & Strategic Advisor, co-founded the firm and led its development as a nationally recognized intellectual property law firm, that is highly regarded for its technical skills and professionalism. His awards include the highest recognition for Pennsylvania IP lawyers by Chambers USA and Pennsylvania Super Lawyers, the Distinguished IP Practitioner Award of the Philadelphia Intellectual Property Law Association and a Distinguished Service Medal of the Linn IP Inn Alliance of the American Inns of Court.

Jonathan H. Spadt, Esq., is the Chief Executive Officer and President of RatnerPrestia. He is widely recognized for his strong passion that the firm deliver consistent, high quality client service. Spadt's leadership has led to new domestic and international relationships, geographic expansion of work on three continents, and a rise in the number of quality businesses and institutions that trust RatnerPrestia to advise them on their intellectual property matters.

Managing the records in your law firm is a challenge! Generally Accepted Recordkeeping Principles ("The Principles") were created to assist companies in implementing records management policies and systems. By properly integrating "The Principles" into your records and information management (RIM) program, you can ensure better control of your information, regardless of media. "The Principles'" six rules of recordkeeping (accountability, integrity, protection, compliance, availability and retention) should be the basis for any in-house recordkeeping program. Join this first of three sessions to learn the essentials of managing your physical and electronic records.

Objectives:

• Develop and implement a records management and retention program and schedule based on "The Principles" and the ABA guidelines
• Determine the hidden costs (tangible and intangible) of poor records management
• Discuss how a well-designed RIM program can increase productivity and reduce costs
• Recognize what documents must be retained pursuant to Federal laws

Audience: Attendees should have a working knowledge of law firm records management.

75 Minutes * CPE Field of Study: Business Management and Organization * Audience: I

(Participants are encouraged to attend the other two sessions in this series, Monday, OM13 Managing Records—ERM, 1:45–3:00 p.m. and Tuesday, LI20 Managing Records: WTF—What's the Future, 8:00–9:15 a.m.)

Speaker: Dana C. Moore is the Information Governance Compliance Manager for Foley & Lardner, LLP. She has worked in records management for more than 20 years and has expertise in records management systems solutions, legal compliance issues, and protocols and processes associated with electronic record keeping and the migration of electronically stored information. Moore is a frequent speaker at ALA conferences

Change is a word that seems to elicit panic, especially in a law firm. If carried out systematically, change can be positive, but too often, change occurs without a plan. Learn how to successfully approach and execute change as you enrich your employees, while achieving the desired goals of the firm. Find ways for you and your firm to embrace change and ways to manage it that do not involve panic or a four-letter word.

Objectives:

• Examine the challenges and rewards of change—for the firm and for employees
• Determine the resources and funding needed to ensure that the change can be executed properly
• Organize the process into manageable segments
• Evaluate employee feedback to adjust the process and then celebrate success

Audience: Attendees should have a working knowledge of change management and leadership.

CLM App Credit: Organizational Development * 90 Minutes * CPE Field of Study: Business Management & Organization * Audience: I

Speaker: Dr. C.K. Bray is the Global Vice President of Organizational Development and Talent Management for Gambro Inc. He also runs a consulting company servicing Fortune 500 companies to mom and pop shops. Bray was the founding director of the Organizational Leadership Degree Program at the University of Central Oklahoma.

**Seasoned Administrator Session**

The 3 Strategic Tools (3ST) is a program designed and customized to assist your teams and leaders to build, motivate, inspire, develop and prepare teams and individuals to move forward with the greatest results immediately and over time. Join this dynamic program to learn a strategic and results-focused process in building business, developing people and engaging teams to collaborate, support and change the work environment to the highest performing stage of success.

Objectives:

• Determine how the 3ST program results in better engaged employees
• Apply the steps to improve performance
• Explain the ways in which 3ST creates an environment of empowered and energized individuals and teams for immediate and long-term results

Audience: Attendees should be seasoned administrators in law firm management and team leadership.

CLM App Credit: Organizational Development * 90 Minutes * CPE Field of Study: Business Management & Organization * Audience: A

Speaker: Jeri Schultz, Director for the Institute of Leadership and Professional Development for Maryville University, is known for her state-of-the art leadership business tools and techniques. From her expertise in marketing, sales, retailing, higher education, and healthcare to her early expertise as a blue-collar worker and then to many Fortune 500 companies, she has successfully experienced and shared it all through her customized deliveries and facilitation.

Join your fellow Intellectual Property (IP) administrators to discuss current issues that are unique to the IP administrator. Both new and experienced IP administrators are welcome to this great networking opportunity. Share information, ideas and best practices in an informal setting, which promises to be both engaging and valuable. All participants are encouraged to bring topics of interest, questions and issues to discuss.

Moderator: James Crosset, CLM, Wood Herron & Evans, LLP

**Seasoned Administrator Session**

The law office structure is changing more rapidly than anyone can follow. Administrators have to lead in-house and virtual employees, administrative staff, paralegals, lawyers and even their own partners. How can you get lawyers to keep up with these changes? How can you get "buy-in" and commitment on projects? Are you able to inspire and motivate others? To sum it up: Are you the leader that you would want to follow? Find out here.

Objectives:

• Assess contemporary management structures and determine which structure is appropriate for each situation
• Examine the different leadership techniques for managing in-house and virtual employees
• Analyze the varied leadership styles for leading professional staff, administrative staff and lawyers
• Transform yourself into a model leader for your firm

Audience: Attendees should be seasoned administrators with a working knowledge of leadership principles.

CLM App Credit: Organizational Development * 75 Minutes * CPE Field of Study: Business Management & Organization * Audience: A

Speaker: Dr. C.K. Bray is the Global Vice President of Organizational Development and Talent Management for Gambro Inc. He also runs a consulting company servicing Fortune 500 companies to mom and pop shops. Bray was the founding director of the Organizational Leadership Degree Program at the University of Central Oklahoma.

**Seasoned Administrator Session**

Law firms should consider legal project management (LPM) a vital key to profitability, especially in light of clients' increasing demands for alternative fee arrangements and cost containment. LPM can increase the predictability of fees and costs, minimize or eliminate surprises, reduce write-downs and write-offs, and improve communications with clients while focusing on the clients' true needs. Join this session to learn how your firm can use LPM to increase its profitability.

Objectives:

• Determine the difference between project management, case management and operations management
• Summarize current trends in how clients compare and measure legal services
• Determine the challenges of incentivizing efficient services
• Design efficiencies with resource allocation and time estimations, and produce reports on how efficiently your timekeepers are working

NOTE: To receive a brief survey prior to the conference, please be sure to select this session on your Session Preference Form when you register.

Audience: Attendees should be seasoned administrators with a working knowledge of law firm financial operations and management, profitability, and write-off and write-down trends of the firm.

75 Minutes * CPE Field of Study: Management Advisory Services * Audience: A

(Participants are encouraged to attend the other two sessions in this series, Monday, FM12 Profitability 101, 11:15 a.m.–12:30 p.m. and Tuesday, FM20 Profitability via Knowledge of Your Firm, 8:00–9:15 a.m.)

Speaker: Pamela H. Woldow, J.D., General Counsel of Edge International, provides advice to law firms and chief legal officers worldwide on effective management of legal matters. She has particular expertise on alternative fee arrangements, requests for proposals, legal project management and other cost management techniques and initiatives.

This session was developed in collaboration with NALP Foundation for Law Career Research and Education.

Mentoring is making a comeback! Legal employers are developing and revamping mentoring programs as a major component of their professional development initiatives, while many bar associations are adopting mandatory or optional programs for their new lawyers. Join this session to get important benchmarking data from the NALP Foundation's recent study of mentoring in the legal industry. Learn what mentoring in the legal profession can accomplish, when it's most effective, its current limitations and its value to the profession.

Objectives:

• Discuss the value of mentoring from practicing lawyers throughout the industry
• Identify best practices in law firm mentoring, including program design and administration
• Analyze various models, including traditional 1:1 relationships versus network mentoring, and how they meet law firm objectives
• Examine recent bar initiatives and how they align with law firm programs

NOTE: A follow-up workshop, HR20 Creating a Sustainable Mentoring Program: Associate Development and Succession Planning will be conducted at 8:00 a.m. on Tuesday. The follow-up workshop is limited to 40 attendees, so please be sure to select HR20 on your Session Preference Form when you register.

Audience: Attendees should have a minimum of five years of experience and a working knowledge of law firm management and leadership.

75 Minutes * CPE Field of Study: Business Management & Organization * Audience: I

Speakers:

Mark Korf is the Director of New Lawyer Development with West Professional Development, a Thomson Reuters business, which provides such products as West LegalEdcenter, Federal Publication Seminars, and Beyond the Bar. Korf is a founding member of the National Legal Mentoring Consortium and currently a member of its Executive Committee. He is also a member of the Minnesota State Bar Association (MSBA) Committee36, a new program to provide recent graduates with resources and support from a coach who is a member of the MSBA.

Tammy Patterson is the CEO and President of the NALP Foundation for Law Career Research and Education, a 501(c) 3 non-profit organization dedicated to research and education on lawyer careers and the law as a profession. She directs and oversees all aspects of the work of the NALP Foundation, from its research initiatives to its publications, programs, and fundraising. Before joining the NALP Foundation in 2008, she was the Director of Recruiting and Professional Development at Gardere Wynne Sewell LLP in Dallas, Texas for more than 13 years.

Law firms need to capitalize on the strengths of the different generations working side by side on legal matters. Each generation brings its own set of unique attributes to both the office and with clients, which strengthens the firm. Join this session to learn how to benefit from the multigenerational challenges of both your team and your clients' multigenerational teams to strengthen your firm and client relationships.

Objectives:

• Discuss the benefits of the positive effects each generation has on a successful workplace and the contributions they bring to a successful firm
• Explain how to focus on the positives—not the differences
• Recognize the importance of learning to work with multigenerational clients who are also part of the overall team

Audience: Attendees should have a working knowledge of law firm human resource dynamics.

75 Minutes * CPE Field of Study: Personnel/HR or Business Management & Organization * Audience: I

Speaker: Jeri Schultz, President and owner of Jeri Schultz & Associates, is known for her state-of-the art leadership business tools and techniques. From her expertise in marketing, sales, retailing, higher education, and healthcare to her early expertise as a blue-collar worker and then to many Fortune 500 companies, she has successfully experienced and shared it all through her customized deliveries and facilitation.

Time changes everything, and so too is the ocean of data concerning Medicare and Social Security. How old do you have to be to apply for Medicare? What is Part B? Part A? Is there a Part Z? If you're like many people today, it may be hard not to feel apprehensive when paying attention to the issues surrounding these programs. Whether you are assisting your employees, or considering retirement yourself, join this program to discover how to navigate the undertow of Social Security and Medicare.

Objectives:

• Discuss how Social Security benefits and Medicare work
• Explain the issues these programs face
• Identify important information your employees and you should know

Audience: Attendees should have a working knowledge of employee benefit administration.

75 Minutes * CPE Field of Study: Personnel/HR * Audience: I

Speaker: Darren Straniero, CFP, Financial Advisor for the Financial Balance Group, LLC in Rockville, Maryland, helps clients protect family, enjoy lifestyle, and achieve financial comfort through proactive designs. He also maintains relationships with several of the largest law firms in the Washington D.C. area, where he educates and empowers individuals and business owners alike to make informed financial decisions when planning for the expected and unexpected.

Assessing professional liability risk and corresponding coverage needs is a daunting task. Join this session to discuss proper coverage limits and the importance of understanding your firm's risk exposure. The speakers will use recent legal malpractice claim data to examine why claims occur, ways to prevent them, and how to handle and report them. Gain a deeper understanding of risk management issues to take back to your firm.

Objectives:

• Identify where claims occur most frequently, including the types of errors and areas of practice
• Discuss ways to prevent claims, including client selection, intake, conflicts and docketing
• Explain how to correctly screen potential lateral hires
• Determine insurance industry trends and the corresponding impact of those trends

Audience: Attendees should have a working knowledge of their law firm's professional liability insurance or firm policies and procedures for mitigating risk.

75 Minutes * CPE Field of Study: Management Advisory Services * Audience: I

Speakers:

David Kramer, J.D., is the Vice President and Practice Leader for Oswald Companies' Lawyers Professional Liability (LPL) practice. The LPL practice specializes in program placement, coverage analysis, and claims consulting to create customized risk management and insurance solutions for law firms. Oswald Companies is one of the nation's largest independent insurance brokerage firms.

Theo C. Nittis, J.D., is the Risk Management Counsel for Oswald Companies' Lawyers' Professional Liability (LPL) practice where he assists law firms with their insurance placement, coverage and claims scenarios. He routinely lectures to and consults with the LPL clients on ways to protect themselves from legal malpractice suits, and how to structure their insurance placements and internal controls to avoid uncovered claims.

Why is there such a big push to bring social media into the law firm environment? How do firms make social networking work? We all know what not to do, but how do we use these tools to our advantage? Join this session to learn how firms are successfully using Facebook, Twitter, Google+, YouTube and LinkedIn. Hear how to make a business development strategy using social media, and make sure your social media policy complies with that strategy.

Objectives:

• Discuss how administrators can encourage business development using social media tools
• Identify the firm's thought leaders who will lead successful social media initiatives
• Summarize what social media tools are appropriate and the "best practices" that enhance your lawyers' business development skills
• Determine the key areas and principles to incorporate into the firm's policies

Audience: Attendees should have a working knowledge of various social media channels.

75 Minutes * CPE Field of Study: Marketing * Audience: I

Speaker: Kerry Scott Boll is President of Something Digital and has been in the legal community for more than 20 years. He is best known for his role in developing and marketing a fully hosted desktop cloud computing solution well before its time. Boll has spoken at the events for the International Legal Technology Association, Association of Legal Administrators, ARMA International, Philadelphia Bar Association, Montgomery Bar Association and Rotary International.

Electronic Records Management (ERM) poses its own set of unique and complex records management requirements. You have vast amounts of data, some of it subject to laws and regulations. You want to "take out the electronic trash," but when is it safe and how do you do it? Data breaches are rife—how do you prevent them? Join this session to learn how to develop an ERM program, explore the risks and benefits of cloud computing, manage your social media data and much more.

Objectives:

• Identify technology requirements for storing electronic records
• Analyze privacy and security issues with a focus on mobility considerations
• Review real life data breaches in law firms and the vulnerabilities they reveal
• Consider all policies and plans needed to manage and protect your data
• Explore the risks and promises of cloud computing

Audience: Attendees should have five years of experience and a working knowledge of law firm records management procedures.

75 Minutes * CPE Field of Study: Regulatory Ethics * Audience: A

(Participants are encouraged to attend the other two sessions in this series, Monday, 11:15 a.m.–12:30 p.m., OM12 Managing Records—"The Principles" and Tuesday, 8:00–9:15 a.m., LI20 Managing Records: WTF—What's the Future?)

Speakers:

Sharon D. Nelson, Esq., is President of Sensei Enterprises Inc., a digital forensics, information security and legal technology firm based in Fairfax, VA, and co-author of Information Security for Lawyers and Law Firms (available from the ABA). She is the President-elect of the Virginia State Bar, the Past President of the Fairfax Bar Association, a Director of the Fairfax Law Foundation and Past Chair of the ABA TECHSHOW Board.

John W. Simek is Vice President of Sensei Enterprises Inc. and co-author of Information Security for Lawyers and Law Firms (available from the ABA). He is an EnCase Certified Examiner (EnCE) and a nationally known testifying expert in the area of digital forensics. Simek is a member of the High Tech Crime Network and of the International Information Systems Forensics Association as well as the American Bar Association.

Meet your colleagues and brainstorm issues relevant to the special challenges involved in managing your firm with 31 to 99 attorneys day to day. Come with questions, concerns and solutions to discuss with your peers. You determine the discussion topics that may include marketing, recruiting and medium-size firm overhead. Don't miss this opportunity to connect with your colleagues and discuss the relevant issues of the medium-size firm.

Moderator: Laura W. Thompson, Gould & Ratner LLP

What better time to join your fellow administrators who are facing today's corporate and government challenges? This will be an opportunity to discuss issues and topics of mutual interest to both corporate and government sectors submitted by participants prior to the Conference.

Moderator: Ann Marie McLaughlin, State Street Corporation

Understand the new workplace as both space and technology. Old space and asset management paradigms set many firms behind their competition. Learn how to determine actual space requirements, measure and track performance, and communicate effectively with leaders to support your firm's goals.

Representative from Roomtag, LLC

1) Select technology based on what you read in an airplane magazine

2) Don't get a health check – just wait till it fails

3) Believe the vendorPick solutions based on features ... you'll use them all!

4) Complexity is fun!

5) My doorman recommended that we look at XYZ computers." (real life example!)

6) My office manager takes the backup tapes home with her

7) That shiny new Windows 7/Office 2010/DMS/Messaging/etc. system?

8) We don't need training.

9) If the product doesn't do what I want, I'll get a developer to customize and make it do what I want.

10) I absolutely need every Outlook add-in for every product that I have installed on my computer.

11) My IT manager is a terrific project manager (in his spare time)

Representative from Kraft & Kennedy, Inc.

Law firms are under more pressure than ever to develop new business. If you've ever wondered how you can help increase the bottom line, you won't want to miss this informative session. You'll learn concrete tips for identifying opportunities, assisting attorneys, and helping your firm's business development efforts.

Presented by Thomson Reuters Business Law Solutions

Learn how Worldox can increase your firm's productivity and help you move toward a "less paper" environment, whether you are working in the office, at home, or on the road.

Presented by Worldox

In this interactive session, 30-year legal technology veteran Rick Hellers will lead a discussion about document management and uniform scanning solutions; cost recovery and data that tells a story; and how technology can support alternative fee arrangements. Included will be coverage of trends in law firm technology, including secure client communications.

Rick Hellers 

Are you in charge of ordering food for the office? Do colleagues ask for last-minute catering and complain about eating the same thing all the time? Do you have to track budget codes and billing information? Does managing invoices take too much time? If you think there has to be a better way, you're right.

• - Consolidated billing and invoicing
• - Improved tracking of client matter numbers
• - Streamlined food ordering
• - Increased variety

From catered lunches for client meetings to individual late-night meals and everything else in between, if you order food into the office, Seamless is the perfect solution for you.

Representative from Seamless

What is asset based lending? How can you obtain capital for your Firm without having the individual partners personally guarantee repayment? How do you fund capital intensive practice areas like foreclosure and plaintiffs personal injury?

Objectives:

• Understand asset based lending for law firms
• Describe the amount of funds available based upon a review of accounts receivable held by the law firm
• Understand non recourse lending based upon receivables and how you can obtain those funds with no personal liability on the part of individual partners or the law firm
• Recognize how to use these funds to increase both profit margin percentages and actual cash distributions to partners
• Learn how to balance yearly cash flow with lines of credit

Speaker: Craig L. McGrain, Esq., Durham Commercial Capital Corp.

How do managing partners work best with their senior management staff? What do they really want and expect from their senior management staff? Join this session to find out! Hear from a panel of managing partners as they discuss the ups and downs of their working relationships with legal administrators and how they have worked most effectively.

Objectives:

• Discuss specific challenges that confront law firm administrators and managing partners
• Analyze methods for enhancing the relationship among them
• Evaluate appropriate methods for suggesting, then implementing, changes necessary to further the firm's goals
• Determine how to integrate the management styles, priorities and goals of the managing partner and all senior managers

60 Minutes * Field of Study: Business Management and Organization * Audience: A

Moderator:

Mark O. Stull is Winston & Strawn's chief administrative officer. He is responsible for administering a wide variety of office functions in the firm's seven domestic and seven international offices, including real estate, construction, facilities and operations. He has more than 25 years of law firm management experience.

Panelists:

Richard A. (Ad) Eichner, J.D., Principal at Eichner Norris & Neumann PLLC in Washington, D.C., is a co-founder of the firm. He has a broad practice in public finance, representing underwriting clients in both new issue structured financings and in secondary market offerings. His background also includes substantial corporate and securities transactions, including limited partnership offerings, spin-offs, mergers, tender offers and proxy fights.

Benjamin B. Klubes, J.D., co-managing partner of BuckleySandler LLP, represents financial services companies in federal and state enforcement agency investigations, examinations, and litigation, as well as in private civil and class action litigation. He also conducts corporate internal investigations and represents companies and individuals in criminal and civil enforcement matters, including multi-national investigations relating to the Foreign Corrupt Practices Act.

Thomas L. Mills, J.D., has served as managing partner of Winston & Strawn, LLP's Washington, D.C. office and head of the firm's health care practice. He also has served as a member of the Executive Committee, chairman of the Operations Committee and co-chair of the Compensation Committee for several years. He is a member of the American Bar Association and the District of Columbia Bar, and is an active member of the U.S. Coast Guard Academy Alumni Association.

**Seasoned Administrator Session**

In addition to serving the needs of your clients, it is equally important to understand how the firm's need for productivity and profitability can be ambushed by your clients' unreasonable expectations of what they want to pay. Should you establish standards that new clients must meet for their case to be accepted? What is the answer? Discover the keys to weeding out some thorny client issues.

Objectives:

• Summarize how to determine what costs the client will be expected to pay
• Analyze how to effectively relate the firm's expectations to the potential client without alienating the client
• Describe ways to implement a "reality check" communication tool to minimize billing surprises
• Explain how the law firm pyramid structure can provide a plan to target a specific type of client

Audience: Attendees should be a seasoned administrator with a working knowledge of law firm financial operations and management.

60 Minutes * CPE Field of Study: Management Advisory Services * Audience: A

Speaker: Reid F. Trautz, J.D., Director of the Practice and Professionalism Center at the American Immigration Lawyers Association, practiced law in a small firm for 10 years. He now advises and counsels lawyers who seek excellence in the practice by providing superior legal and customer service to their clients, while maintaining a balanced quality of life. He is the co-author of The Busy Lawyer's Guide to Success: Essential Tips to Power Your Practice.

Has it become more challenging for your law firm to recover costs? Have these costs shrunk in recent years because your workflow has changed? Is your cost recovery system costing more to maintain than the costs you recover? If you're still doing cost recovery the old-school way, then the bad news is that cost recovery, as most know it, is indeed dying. The good news is that there are new school ways to recover costs, which will increase your firm's revenue. Find out how cost recovery can help you with alternate fee arrangements.

Objectives:

• Determine soft costs, which can be turned into hard costs that the client will pay
• Discuss tracking for new technologies, such as scans and prints
• Examine the downside of tracking costs

Audience: Attendees should have a working knowledge of facilities, IT, finance and current accounting practices as they relate to cost recovery and time and billing.

60 Minutes * CPE Field of Study: Management Advisory Services * Audience: I

Speaker: Barry Riback, President, Control Systems PNW, Inc. – Copitrak, has been in the Cost Recovery business since 1982. He is known in the industry as a domain expert in cost recovery solutions. Riback has written numerous articles and sponsored various events for ALA chapters and ALA specialty conferences.

**Future Law Firm Session**

You've spent time and money in attracting and training the best employees you could find—and you want to keep them! But how attractive are your incentive programs to retain the best and the brightest talent working in your firm? How unique is your program and are you retaining your best employees? Join this session to learn the secret of motivating your team to stay energized and engaged.

Objectives:

• Identify your best and brightest objectively
• Determine the attributes of a good retention plan that goes beyond monetary compensation
• Demonstrate ways to foster team building, networking and recreation through a variety of activities
• Analyze how educational training opportunities can motivate employees and meet their diverse needs
• Discuss how to nip discontent in the bud by addressing issues immediately

Audience: Attendees should have a working knowledge of human resources initiatives involving law firm personnel.

60 Minutes * CPE Field of Study: Personnel/HR * Audience: I

Speaker: Maureen Kolb is founder of Cr8ive Energies, an executive coaching consulting team. Her professional career has been dedicated to serving others by helping them see things from a different perspective. Kolb began her consulting career as a facilitator for a ropes course -- a challenging outdoor personal development and team building activity. She believes we can use life experiences to manifest constructive change. She is the author of Stop Telling, Start Asking available through Cr8iveEnergies.com.

Why is Twitter considered the second most relevant database in the world? What, if anything, are firms doing with Twitter today? What's the benefit of linking Twitter to other social media venues? Can the younger generation of attorneys generate revenue faster than their predecessors by using this form of social media? Can Twitter be used for research and even e-Discovery? Learn the essentials of integrating Twitter into your marketing strategy and thoroughly manage your law firm.

Objectives:

• Discuss quick Twitter basics, including key tips for using Twitter effectively
• Explain why Twitter is so important and how to brand each accountIdentify Twitter's advantages and risks
• Summarize the impact that Twitter can have on marketing a law practice
• Illustrate how to integrate Twitter into the attorneys' marketing plans

Audience: Attendees should have a working knowledge of the marketing and social media channels.

60 Minutes * CPE Field of Study: Marketing * Audience: I

Speaker: Nancy Myrland, President, Myrland Marketing, is a Certified Social Media Consultant, speaker and trainer, and a professional marketing advisor to law firms, legal marketers, administrators and lawyers. She has more than 20 years of experience partnering with clients to build their business by strengthening their relationships with their clients. Myrland has worked in sales and business development, in management and marketing in corporate America with Time Warner and The Berry Company, in-house at the law firm of Baker & Daniels, and in various other professional services firms.

Knowing what you don't know in negotiating leases for technology equipment, phone systems and support services can have a significant impact on your firm's bottom line. Join this session to learn how to effectively negotiate leases and contracts for office equipment and services other than real estate. Examine the financial fine print in lease contracts and learn the optimum provisions on the services and equipment you use in your law firm, from Lexis and Westlaw to copiers, computers and software, to postage meters and phone systems.

Objectives:

• Interpret and negotiate leasing fine print to avoid doublespeak, automatic renewals, security deposits and other sticky provisions, which could result in project cost overruns and budget blowups
• Determine if you have asked the best questions and negotiated the optimum agreement before you sign the contract
• Analyze the toughest lease provisions for office equipment and service contracts

Audience: Attendees should have five years of experience and a working knowledge of equipment leases.

CLM App Credit: Organizational Development * 60 Minutes * CPE Field of Study: Management Advisory Services * Audience: I

Speaker: Mary A. Redmond, founder of Independent Lease Review Inc., has negotiated leases for more than 25 years. Redmond speaks, writes and conducts seminars on leasing and negotiations. She is the author of The LeaseSpeak™ System: Your Guide to Saving Money on Leases and Men and Women Do It Differently...Negotiate That Is!.

Whether you plan to seek CLM certification and have questions, or are just curious as to what it's all about, you won't want to miss this idea exchange. Get firsthand advice from experienced CLMs who will provide valuable tips on how to prepare for the certification exam, including how to develop focused study habits and overcome stumbling blocks.

This is the ideal time for formal and informal information sharing, and for creating a network of support while preparing for the CLM exam. This will be an interactive exchange, so bring all your questions! In addition, members of the ALA Certification Committee will be available in the ALA Booth to answer questions throughout the Conference.

Moderators:

Debra Lynn Elsbury, CLM, Threlkeld & Associates

Lisa A. Waligorski, CLM, Carmody MacDonald, PC

Our brains thrive on challenge. It seems like we are doing that every day, but there are times when the brain just seems to be missing the connection. The accepted truth once was that you were born with a set level of intelligence, which was finite. Recent research shows that basic cognitive abilities, such as executive function, can be improved with proper training. Join this session to learn how to tap into your core underlying mental abilities.

Objectives:

• Determine how to improve your visual retention and recall information "on the fly"
• Identify ways to remember your daily to-do list and key points of conversation
• Evaluate your core underlying mental abilities and ways to tap into them
• Examine your learning style and how it can increase your ability to access information

NOTE: This session is a repeat of Monday, 9:45–11:00 a.m.

Audience: Attendees at any level will benefit from this session. No advance preparation is necessary.

CLM App Credit: Self-Management Skills * 75 Minutes * CPE Field of Study: Personal Development * Audience: B

Speaker: Marguerite Ham, Principal of Igniting Success, is a business coach, trainer, memory expert and author of How to Remember Anything in 60 Minutes or Less, How to Remember What's His Name and the audio series Total Recall. Her training has improved the effectiveness and increased individual productivity for the past 20 years in organizations such as Lucent Technologies, TRW, Lockheed Martin, FDIC, Bell Canada and Associations worldwide.

Some firms use their administrators to their full potential, still many do not. Yet in today's competitive marketplace, it is more important than ever that managing partners and practice group leaders work closely with their firms' business professionals. Hear from a legal administrator and her managing partner how to increase the respect of your senior partners and gain a seat at the table. Learn the secrets to improving rapport, strengthening your strategic involvement and developing a highly productive relationship between you and your partners.

Objectives:

• Illustrate the value of legal administrators to key partners
• Examine how to build better rapport with the managing partner and other partners in your firm to improve strategic involvement
• Determine how to gain the respect and confidence of senior partners
• Discuss the do's and don'ts of asking for inclusion

Audience: Attendees should have a working knowledge of law firm management and strategic operations.

75 minutes * CPE Field of Study: Business Management and Organization * Audience: I

Speakers: Barbara Foley, CLM, Chief Operating Officer of RatnerPrestia, PC in Valley Forge, Pennsylvania, an intellectual property firm. Foley has worked in the legal industry for more than 20 years. She has served in numerous ALA leadership positions and was the ALA Region 1 Director. Foley has also been a frequent speaker at ALA Conferences and contributor of articles relating to law firm management.

Jonathan Spadt is the Chief Executive Officer and President of RatnerPrestia. He is widely recognized for his strong passion that the firm deliver consistent, high quality client service. Spadt's leadership has led to new domestic and international relationships, geographic expansion of work on three continents, and a rise in the number of quality businesses and institutions that trust RatnerPrestia to advise them on their intellectual property matters.

A person with the best skills and knowledge is a great asset to any organization. But if that same person also has a bad attitude, it can be a troublesome liability. Are bad attitudes affecting your organization's bottom line? If so, things need to change. Join this session to discover what you can do to handle a negative attitude that affects performance, morale and productivity in your firm.

Objectives:

• Recognize the warning signs of a bad attitude
• Explain how to communicate responsibilities and expectations assertively—visually, vocally and verbally
• Determine whether a change of responsibilities or scenery may help the situation
• Discuss appropriate methods for addressing negative attitudes

Audience: Attendees at any level will benefit from this session. No advanced preparation is necessary.

CLM App Credit: Organizational Development * 75 Minutes * CPE Field of Study: Communications * Audience: B

Speaker: Barbara Braunstein started her career in the airline industry –– first as an international flight attendant, and then as a supervisor and trainer. From there she moved on to hospital administration –– developing projects, managing and supervising several different departments. Braunstein was also a former runway model and competitive tennis player. She is now the President of Barbara Braunstein & Associates.

**Seasoned Administrator Session**

Wondering how to improve profit margins and increase profitability? Join this session to explore methods for becoming more profitable by knowing how to maximize the usefulness of the financial data at your disposal. By understanding and analyzing this information, you can better focus on profitability of projects, practice areas and individual attorneys. You can also use this information to determine which clients and client groups will be—or are—most profitable to your firm.

Objectives:

• Explain how to construct and analyze profit center accounts
• Examine ways to leverage practice areas and attorney profitability creatively to improve the firm's overall bottom line
• Summarize best practices for optimizing firmwide and practitioner profitability
• Analyze staffing through cost accounting to maximize dollars to the bottom line

Audience: Attendees should be seasoned administrators with knowledge of law firm profitability analysis.

75 Minutes * CPE Field of Study: Management Advisory Services * Audience: A

(Participants are encouraged to attend the other two sessions in this series, Monday, FM12 Profitability 101, 11:15 a.m.–12:30 p.m. and Monday, FM14 Profitability via Legal Management, 1:45–3:00 p.m.)

Speakers:

Lorri T. Salyards, CLM, is Executive Director of Doerner Saunders Daniel & Anderson, LLP in Tulsa, Oklahoma. She has more than 25 years of experience in legal administration and is a frequent speaker, instructor, and author of various publications, including an article in the ALA Management Encyclopedia. Salyards was the Chair of the 2010 Financial Management Conference Committee, and is currently serving on the 2013 Annual Conference Committee.

Ron Seigneur, MBA ASA, CPA/ABV CFF, CGMA, is managing partner of Seigneur Gustafson LLP, with offices in Lakewood and Montrose, Colorado and was chair of the Colorado Society of CPAs in 2009-2010. He has worked with over 300 professional services firms on a wide range of practice management issues ranging from innovative compensation systems, tax planning and compliance services, retreat facilitation, business development tactics, performance benchmarking, and succession/exit planning.

Many firms have one, and most associates want one, but how do you create a meaningful mentoring program that accelerates the development of your associates and prepares them for a greater role within your firm? Join this session to learn how to develop and maintain a cost-effective mentoring program. Learn what steps are necessary for creating a sustainable program and how to create a robust implementation plan. Leave with an outline for a program that can be implemented at your firm.

Objectives:

• Define the goals of your firm's program and develop a mentoring framework
• Identify supporting materials involved with setting up a mentoring program
• Determine a process for managing, tracking and evaluating the program's success

This workshop builds on the information presented on Monday, 1:45 p.m., HR14 The State of Mentoring in the Legal Profession: New Tools and Best Practices.

NOTE: 1. Attendance is limited to 40, so be sure you select this session on your Session Preference form when you register. 2. This session is intended for attendees from mid-sized law firms.

Audience: Attendees should have a minimum of five years of experience and a working knowledge of law firm management and leadership.

75 Minutes * CPE Field of Study: Business Management & Organization * Audience: A

Speakers:

Mark Korf is the Director of New Lawyer Development with West Professional Development, a Thomson Reuters business, which provides such products as West LegalEdcenter, Federal Publication Seminars, and Beyond the Bar. Korf is a founding member of the National Legal Mentoring Consortium and currently a member of its Executive Committee. He is also a member of the Minnesota State Bar Association (MSBA) Committee36, a new program providing recent graduates with resources and support from a coach who is a member of the MSBA.

Michelle Nash is the Senior Vice President for The NALP Foundation for Law Career Research and Education, where she provides leadership for outreach, development and marketing in support of the Foundation's mission. She formerly served as Managing Director of Talent Development for The Shannon Group, Principle of Briggs & Nash, and Associate Director for Career Development for The Gorge Washington Law School. Author and coach, Nash is also one of the co-creators of the Lawyer Leader 360©.

Today's employment laws are a moving target. Are you sure that your firm is compliant with the most current federal and state laws, and with all discrimination and labor laws, to name just a few? Conducting a human resources (HR) audit is a valuable business process that can help your firm determine its specific needs and limit your firm's exposure to legal liability. Learn what you need to know to navigate within the legal and regulatory landscape, and come away with a practical plan for conducting an audit.

Objectives:

• Identify applicable HR laws and regulations
• Determine policies and procedures that need to be updated due to changes in federal law or compliance rules
• Discuss a practical plan to better ensure that workplace legal requirements are addressed in your HR policies, forms and other documentation, and by management on a day-to-day basis

Audience: Attendees should have a working knowledge of human resources rules and regulations.

75 Minutes * CPE Field of Study: Auditing * Audience: I

Speaker: Lynn C. Outwater, J.D, SPHR, is a senior partner in the Pittsburgh office of Jackson Lewis, LLP and is the National Coordinator of the firm's Management Education Practice Group. She was also a founding partner of JL's Pittsburgh, Cleveland and Cincinnati offices. Outwater has been designated as a "Super Lawyer" in the Labor and Employment Law Practice Area in the 2004, 2005, 2006, 2008, 2009, 2010 and 2011 editions of Pennsylvania Super Lawyers. She was also selected by her peers for inclusion in The Best Lawyers in America in 2009 through 2011 in the field of labor and employment law.

**Future Law Firm Session**

You've learned about the Generally Accepted Recordkeeping Principles® and the management of electronic records. Are there new records management challenges coming down the road? Join this session to explore the future of law firm records management—an Information Governance model that gives lawyers and professional staff a road map to make the right decisions regarding the management of records and information.

Objectives:

• Define the Information Governance model and its principles for the law firm
• Determine the value of an Information Governance approach—controlling cost, enhancing access to information and supporting compliance in an Information Governance framework
• Identify how Information Governance principles are applied to traditional records management procedures

Audience: Attendees should have a working knowledge of the law firm records and information management principles.

75 Minutes * CPE Field of Study: Business Management & Organization * Audience: I

(Participants are encouraged to attend the other two sessions in this series, Monday, OM12 Managing Records—"The Principles", 11:15 a.m.–12:30 p.m. and Monday, OM13 Managing Records— ERM, 1:45–3:00 p.m.)

Speaker: Beth E. Chiaiese, MLS, CRM, is the Director of Professional Responsibility & Compliance for Foley & Lardner LLP. She has worked as both a practitioner and as a consultant helping firms develop work processes and technology based on best practices in the areas of records management, conflicts of interest, new business processing and risk management. A frequent speaker at conferences such as the International Legal Technology Association (ILTA) and the American Bar Association (ABA), she is the co-author of Records Management in the Legal Environment.

**Future Law Firm Session**

Law firm leaders are expected to lead, manage and innovate in an increasingly competitive legal environment. What changes will there be in the legal market; will there be an evolution or revolution in the legal industry? What should you know? How should you be prepared? Join this session to answer these questions and more.

Objectives:

• Summarize current trends driving the legal marketIdentify how to integrate new methods of how services will be delivered
• Analyze the effects on firm financial models and fee structures based on a changing economy and client demands
• Evaluate the effects of law firm globalization.Discuss the law office and staffing models of the future

Audience: Attendees should have a minimum of five years of experience and a working knowledge of the legal industry and law firm management.

75 Minutes * CPE Field of Study: Business Management and Organization * Audience: A

Speaker: Michael D. Short, Principal with The LawVision Group, counsels law firms and other professional service firms around the world on strategic, management, financial, governance, and compensation issues. He is a regular consultant, presenter and writer on these topics. Over the course of his career, Short has worked with more than 600 law firms of all sizes and locations around the world.

**Future Law Firm Session**

The law firm as we have known it has changed, and continues to change. Firms of all sizes are evaluating staffing models, office sizes, workstation configurations and the need for library and file space as they go electronic and virtual. In addition, in many cities the real estate market is less than conducive to negotiating a deal that is favorable to the firm. Join three industry experts who will share their tips and strategies when considering office lease options.

Objectives:

• Evaluate the benefits of renegotiating your lease and redesigning your existing space for efficiency and cost savings
• Analyze options for new space to determine the best alternative for the firm
• Identify market statistics to consider locations that offer the greatest benefit to the firm

Audience: Attendees should have a working knowledge of office space management.

75 Minutes * CPE Field of Study: Business Management and Organization * Audience: I

Speakers:

Christopher C. Murray III, AIA, LEED AP, is a Managing Director in the Law Firm Practice Group of Jones Lang LaSalle, a financial and professional services firm specializing in real estate services and investment management. He has worked with more than 330 law firms in 80 cities in 16 countries totaling over 25 million square feet in the last 32 years. Before joining Jones Lang LaSalle, he led the law firm practice at Gensler.

Raymond A. Ritchey, Boston Properties, serves as Executive Vice President, Head of the Washington, District of Columbia Office and National Director of Acquisitions and Development, where he led its expansion to become one of the dominant real estate firms in the D.C. metropolitan area. He is responsible for all business development, leasing and marketing as well as new opportunity origination in the D.C. area. He also directly oversees similar activities on a national basis. Ritchey is a 1972 graduate of the U.S. Naval Academy and a 1973 graduate of the U.S. Naval Post Graduate School in Monterey, California.

Lois Zambo, Vice Chairman, Co-Branch Manager at Studley, has become one of the D.C. area's most iconic women in commercial real estate. She is best recognized as the broker behind USA Today's move to the D.C. area in the mid1980s. Most recently, she assisted the Freedom Forum with the purchase of 6th & Pennsylvania Avenue to create a new D.C. home for the Newseum – a historic transaction that both the Washington Post and the Washington Business Journal have called the "Deal of the Century."

Join your peers from firms with 100 or more attorneys to discuss issues unique to you and your firm. Share best practices and pose questions on operational issues and other matters critical to your firm. By connecting with your peers, you will take away a wealth of information and practical tips that you can implement right away. Be sure to bring your questions and topics for discussion. Any ALA member in a setting with 100 or more attorneys is welcome to this idea exchange.

Moderator: Paul Sicari, McDermott Will & Emery, LLP

This unique idea exchange is open to the principal administrator in a law firm having, in all locations combined, 100 or more attorneys. Come with questions, concerns and solutions to discuss with your peers who are also managing large firms. You select the topics, which may include business planning, developing talent, lateral partner hiring and evaluating client profitability.

Note: There can only be one person from a law firm who qualifies as the principal administrator.

Moderator: Michael E. Palmer, Allen Matkins Leck Gamble Mallory & Natsis LLP

Operating across multiple office locations requires a high level of operational efficiency. As more firms pursue complex cases that require several locations or open additional offices to service clients, operational inconsistencies can arise that make managing them less efficient and profitable. Costly technology and equipment may proliferate and become redundant across locations because there are no centralized resources to tap. As well, consistency in processes –- critical in areas like discovery -– can be compromised by the lack of coherent solutions, training and support.

Speaker: Stephen D. Whetstone, Esq., Pitney Bowes

Representative from ContactEase

In today's competitive global legal marketplace, maintaining industry-leading profit margins, ensuring smooth operations and implementing business goals are constant challenges. Thus, now more than ever, law firms are closely evaluating and changing cost, size, efficiency and location of their real estate footprint. 

It is critical for both your firm and your real estate advisors to have a clear understanding about how to carefully integrate your firm's Operational, Financial and Business goals and objectives into your real estate evaluation process. These key drivers of continued success are deeply interconnected and impacted by your firm's long-term real estate decisions.

Cushman & Wakefield is excited to present our inaugural 2013 Legal Benchmark Survey focusing on law firms' Operational, Financial and Business drivers. Whether your firm is an 800-attorney global operation or a boutique firm with less than 10 lawyers, you will find our survey beneficial. The results will provide an objective overview into the key drivers you face to remain competitive in tomorrow's marketplace.

*All attendees will be eligible for our iPad mini door prize.

Representative from Cushman & Wakefield, Inc. -- Legal Sector Advisory Group

Effective matter management and time capture plays an integral role in lawyer efficiency and the bottom line for your firm. Providing your staff integrated solutions helps streamline matter management for improved productivity. Learn how ProLaw's integration with Microsoft® Office, Westlaw® research, and Westlaw Case Notebook, along with new ProLaw Mobile, can support your efforts.

Speaker: Ken Bassham, Thomson Reuters Elite

Hosted Practice Technology is a new, comprehensive cloud-based offering that provides access to reliable e-discovery and case analysis solutions through Case Logistix®-Hosted and Case Notebook™-Hosted. Learn how storing, organizing, and controlling your data with the convenience and security of our private cloud will positively impact your firm's bottom line.

Representative from Thomson Reuters Litigation Services

Many Americans are at risk of underfunded retirement. For women, the risk is intensified. Historically lower relative wage and time taken from the workplace to care for family means that women, who generally live longer than men, save less, will receive lower Social Security benefits, and are less likely to have a pension. This presentation explores how women save for retirement, what motivates them, and how they feel about their own situations. These insights can help your firm offer solutions that might help address the risk women currently face in retirement.

Presented by ABA Retirement Funds Program

Leading any organization is not easy, and lawyers can be especially challenging! They're skeptical, hate change, and love autonomy. Marketing expert John Remsen, Jr. provides practical guidance on how Firm Administrators can lead change, build consensus, and focus attention on profitability and strategic goals. Speaker and prizes "delivered" by UPS.

Speaker: John Remsen, Jr.

Presented by Steelcase, Inc.

The reasons to improve time entry are endless: significant increases in revenue, accuracy, client satisfaction, etc. With all of the "systems" available, why is time keeping still the number one issue with virtually every law firm? Why has time leakage grown significantly with the introduction of smartphones and tablets?

We have the answer, and there is an easy solution. In this fast, fun session you will learn how to change the timekeeping habits of your
attorneys in a few easy to implement steps. Attend this session and learn how to increase revenue to the firm AND make your attorneys happy.

Presented by Bellefield LLC

Electronic billing in law firms continues to rise and doesn't show signs of stopping. It's also complex and is one of the greatest sources of lost revenue. But it is also one of the easiest to rectify with the right solution and processes. Learn how eBillingHub can transform e-billing at your firm by condensing and simplifying the process while helping you reduce write-downs by 60% and speed up cash flow by an average of 11 days.

Session Agenda:

• Overview of industry trends and law firm pain points
• Learn why law firms choose eBillingHub to tackle electronic billing
• Product Demo

Speaker: Ryan Ladisic, Thomson Reuters Elite

Learn about the Leadership Challenge®, a leadership development resource for Executives, Managers, Emerging Leaders. Consisting of a simple, but effective model, The Leadership Challenge® develops leaders through assessment, measurement, learning, and practices. Combined with Loeb's legal industry experience, we bring real world leadership and management development techniques to law firms.

Presented by Loeb Consulting Group, LLC

An overview of the ethics steps required in using cloud-based applications in legal practice. Specific areas covered include data security and ownership, confidential client records, due diligence, ethics opinions pertaining to the use of cloud comput­ing, and the risks lawyers need to consider and mitigate in vetting prospective cloud vendors.

Presented by a represenative from Clio

All firms want to reduce off-site storage costs but often the thought of dealing with the vast amount of old paper is paralyzing. This session will discuss ideas to build a realistic strategy to tackle this issue from dealing with paper that has been 'dark' for a long time, to optimizing technology to deal with new records going forward.

Speaker: Peter James, Ricoh Legal

Technology significantly improves the way a firm operates--it can connect staff, automate processes, support analyses, support compliance and impact productivity. This session will cover process problems for law firms and how to address them. We'll discuss how achievable process improvements (higher quality output, lower overhead) translate to a healthier bottom line.

Presented by Affinity Consulting

Voice Productivity Technology (VPT) is the next generation in dictation for law firms. How are smartphone dictation apps, integrated speech recognition and workflow software redefining dictation and how work is processed within a firm? Evidence is showing that:

• Smartphone dictation apps are helping to reduce document turnaround times from days to hours
• Integrated speech recognition is cutting transcription time by more than half with 90-95% accuracy
• Advanced workflow software enables teams to leverage existing resources for cost control & improved efficiency

Can the investment in VPT provide tangible business results that can truly impact law firm processes versus staying with your existing dictation system? You be the judge! (Demonstrations will be integrated into this interactive discussion)

Presented by BigHand

The use of expert witnesses in litigation can be critical to the outcome of a case. But did you know that hiring an expert can also reduce your litigation costs? Thomson Reuters Expert Witness Services will be discussing how effectively using expert witnesses saves your firm time and money. Learn about optimal timing for getting an expert involved, how to efficiently identify the right expert for any case, and cost-effective solutions for researching an expert's background.

Presented by Thomson Reuters Expert Witness

In this economic environment, it is no longer taboo to discuss the option of sending your word processing to a professional vendor. Join us in a discussion to find out the different ways in which law firms, big and small, are tackling operational costs like word processing.

Presented by Integreon

The topic of this presentation will be the balancing act of managing and securing mobile devices and client privilege data while maintaining personal preferences and user experience. Effective mobile strategies and best practices will also be discussed to help stay ahead of these trends and create a successful mobility balance.

Speaker: Michelle Nichols, CDW

Have you ever thought about the risks to the firm if an outsider hacked into the firm's network and stole data? What about a disgruntled employee—perhaps some sabotage from within? There are some criminals and hackers out there who can do some sophisticated damage. Separate from the technical issues, you have to think about professional liability issues. Your professional liability policy may include "cyber liability" but is that policy sufficiently broad to cover the risks? Much of the risk presented by cyber attacks is not a professional liability risk. Join this session to discuss cyber attacks and their liability issues to determine if your firm is really fully protected.

Objectives:

• Identify who's at risk from cyber attacks, what's the liability and what you can do to minimize the potential harm
• Discuss your firm's legal and ethical obligation to protect clients' information in relationship to the risk of cyber attacks
• Analyze ways in which you can protect your firm

Audience: Attendees should have a working knowledge of law firm liability insurance and law firm risk/practice management.

60 Minutes * CPE Field of Study: Business Management & Organization * Audience: I

Speaker: Stephen Wilder, J.D., MBA, Manager, Professional Liability Division at M.G. Welbel & Associates, Inc., advises law firms regarding their professional liability and management liability exposures, managing firms' insurance placements in these areas, and consulting on risk and practice management issues faced by firms. He is a member of the State Bar of Arizona, the Professional Liability Underwriting Society and a/e ProNet.

Whether you are sending a formal letter or drafting an email, your "wording" and "word choice" make a difference. Have you ever had someone misinterpret what you meant in an email when you were sure that you had been clear? Do you proofread what you've written to make sure that you have correctly conveyed your message? Are there different criteria for writing an email versus writing a letter, or do the same rules apply to both? All excellent questions to which you will receive the answers in this session!

Objectives:

• Demonstrate how to pare down wording, while keeping the message clear
• Explain how to write effective emails in the age of texting and Tweeting
• Arrange a message so that the key points are not lost in the verbiage
• Identify which rules apply to email and which apply to "snail mail"

Audience: Attendees should have a working knowledge of business writing.

CLM App Credit: Writing Skills * 60 Minutes * Field of Study: Communications * Audience: I

Speaker: C. Edward Good serves as writer-in-residence at Finnegan Henderson Farabow Garrett & Dunner, LLP, in Washington, District of Columbia. He wrote A Grammar Book for You and I ... Oops, Me!; developed Lawmanac™—Clickable Help for Legal Writers; developed GrammaRight®—Clickable Help for Writers; and provides on-site training to law firms, corporations and federal agencies.

More clients are using third-party electronic billing vendors; many corporate legal departments are joining their colleagues in the insurance industry who pioneered the practice. Each e-billing vendor seems to have its own billing format requirements, approval procedures and processes, and matter management requirements. Lack of standardization creates issues for the billing department. Join this session to get an overview of the industry and where it's going, as well as practical tips that can be put into place immediately to maximize the effectiveness of your firm's invoice management process.

Objectives:

• Explain the e-billing industry as a whole and the major trends in the industry
• Identify how law firms can be more effective in creating compliant invoices
• Summarize how to successfully appeal invoice changes
• Describe some of the industry benchmarks, average adjustment levels and billing staffing ratios

Audience: Attendees should have a working knowledge of electronic billing operations and management.

60 Minutes * CPE Field of Study: Management Advisory Services * Audience: I

Speakers:

Laura McGough is the COO of InvoicePrep, a company that helps law firms to prepare and submit invoices that are fully compliant with their clients' billing guidelines and e-billing platforms. Prior to joining InvoicePrep, she was Vice President of Invoice Review operations for Zurich Insurance. She also has held several senior executive positions with a focus on operational performance and improvement with Medicare Managed Care Consultants and United Healthcare Corporation.

Taylor Smith is the President of Claims and Litigation Management (CLM) Advisors, the consulting arm of the 16,000 member CLM Alliance. He has more than 25 years of experience in improving processes for insurance, claims and legal executives, and has held executive positions with ePolicy Solutions, CT TyMetrix, CaseKnowledge, and CaseRev. He is also the Contributing Editor of Claims Management magazine. Smith's articles have appeared in numerous magazines, including Property Casualty 360, AM Best Review, National Underwriter, Litigation Management Magazine and For the Defense.

There are unique challenges that small- to medium-sized firms face in maintaining effective internal controls. The unfortunate fact is that smaller firms, with less staff and less ability to separate job functions, encounter more exposure to internal fraud—generally by trusted employees. Learn how to manage additional internal control challenges arising from technology growth and the current economic conditions. Join this session to find ways to protect your firm—and yourself!

Objectives:

• Determine control policies and procedures that minimize risks of fraud
• Examine the consequences of not having proper internal controls in place
• Identify fraudulent activities, such as fraudulent email requests for client representation
• Summarize ways to control fraudulent check withdrawals and other weaknesses in your firm's internal controls

Audience: Attendees should have a working knowledge of internal control processes.

60 Minutes *CPE Field of Study: Management Advisory Services * Audience: I

Speakers:

John D. Diehl Jr., is the Chief Financial Officer at Hangley Aronchick Segal Pudlin & Schiller, in Philadelphia. He has more than 30 years of financial management experience and nearly 20 years in the legal industry. He served two years on the planning committee of the ALA Law Firm Financial Management Conference, where he has also been a speaker on various financial management topics. Diehl is the current President of the ALA Philadelphia Chapter.

A. Ray Lightell, CLM, CPA, is Chief Operating Officer at Galloway, Johnson, Tompkins, Burr & Smith, P.L.C., a New Orleans-based firm with more than 90 lawyers. A former ALA At-Large Director, he has been active in regional and local ALA leadership positions since 1985, including serving on the ALA Financial Management Conference Committee for several years. Lightell has more than 25 years of financial management experience in the legal industry.

There is no business that is not affected by substance abuse, and that includes law firms. Lost productivity, absenteeism, errors and accidents in the workplace can often be tracked to drug and alcohol use. Join this session to discuss a difficult—but pervasive—problem, and gain the knowledge to devise a plan for your firm.

Objectives:

• Identify signs and symptoms of substance abuse
• Examine the mechanics of addiction that explain behaviors
• Determine available resourcesEvaluate options to protect clients and firm from unwanted publicity

Audience: Attendees should have a working knowledge of human resources management concerning substance abuse.

60 Minutes * CPE Field of Study: Personnel/HR * Audience: I

Speaker: Robert A. Mines, Ph.D., is the President, CEO of MINES and Associates, P.C., a national business psychology firm in Littleton, Colorado. MINES and Associates provides managed behavioral health care and employee assistance programs for its clients nationwide. Prior to starting MINES and Associates, P.C., he was an associate professor of counseling psychology at the University of Denver.

How will health-care reform impact your law firm and employees? Join this session to get an up-to-the minute overview of the journey through health-care reform and the resulting market changes. Hear about the financial implications, the choices in health-care coverage as we face 2014 and the effects on our workforce. You need to know how to factor these issues into your health benefit decision-making process, as well as looking into what new benefit options to offer.

Objectives:

• Analyze current requirementsDetermine what future requirements will be
• Evaluate and interpret the status of deferred implementations
• Summarize risk and penalties for noncompliance
• Make intelligent decisions today that will be compliant tomorrow

Audience: Attendees should have a working knowledge of human resource benefits administration.

60 Minutes * CPE Field of Study: Personnel/HR * Audience: I

Speaker: Sara R. Miller, Client Services Manager for CBIZ Benefits and Insurance, serves as the company Health Care Reform expert. She works closely with account management staff on developing their business plans, training, and building service models for each client. She also develops business strategy and builds a communication plan centered on employee benefits and its impact on clients and their employees.

This session was developed in collaboration with the Legal Marketing Association (LMA) and will be presented as a live video remote.

Marketing speaks a different language than law firm leadership. Learn how core thinking differs between marketing and business development and law firm leadership, and close the gap to boost performance. See how law firms quantify marketing success, return on investment and top-line versus bottom-line results. Join this session to learn the results of brand-new joint research between members of the Association of Legal Administrators (ALA), the Legal Marketing Association (LMA) and The BTI Consulting Group. Gain new perspectives and shed new light on how to improve your firm's performance.

Objectives:

• Review the results of the joint research done with ALA and LMA
• Discuss how law firm leaders communicate about marketing
• Identify the measures of success used by law firm leadership
• Explain how law firms can improve marketing and business development performance
• Summarize best practices

Audience: Attendees should have a working knowledge of legal industry marketing.

60 Minutes * CPE Field of Study: Marketing * Audience: I

Michael B. Rynowecer is the President and Founder of The BTI Consulting Group. He is widely recognized as one of the leading analysts and visionaries in all aspects of client relationships and client satisfaction. Michael conceived, designed and built the first and only continuing benchmarking survey of client satisfaction and the ever-evolving expectations of clients. With more than 10,000 in-depth individual interviews, the survey has grown into the largest independent knowledge base on how top executives select and evaluate professional services firms.

This session was developed in collaboration with the International Legal Technology Association (ILTA).

Evolving markets and new trends such as mobility, the ubiquity of iPads and cloud storage in the workplace, have raised the ante on security, and many of us are now having to address these concerns with renewed vigor ... and frustration. Are we doing enough? Are we overreacting? In May 2012, ILTA launched an industrywide educational initiative, LegalSEC, aimed at providing firms of all sizes and practice areas with the information they need to secure their technology. ALA has met the challenge to foster executive awareness of this important initiative, and this session is part of that ongoing program.

Objectives:

• Discuss guidelines for smaller firms that just need guidance to build or enhance their security strategy
• Identify clear road maps, milestones and documentation of the ever-changing best practices that are needed in order to help law firms clearly define the risks to the businesses we serve

Audience: Attendees should have a working knowledge of the potential security issues of remote devices.

60 Minutes * CPE Field of Study: Computer Science * Audience: I

Speakers:

Judith Flournoy, Chief Information Officer at Kelley Drye LLP has 17 years of leadership experience with AmLaw 100 and 250 firms as both a strategic and operational director. In 2006, she received the IT Director of the Year award from Law Technology News (LTN) and was recognized as one of the Global Top 100 CIO's by City Tech magazine. She is a frequent columnist for Law Technology News magazine, a member of the LTN Editorial Advisory Board and has presented at various conferences.

Tim Golden, Manager, Enterprise Architecture & IT Governance at McGuireWoods LLP, is responsible for all cross-functional areas within IT, including architectural design, project management, quality assurance, information security, release/change/configuration management and IT policies, procedures and metrics. He has been with the firm for 15 years.

**Future Law Firm Session**

Leadership is not taught in law school, yet it is one of the most essential skills an associate needs. How do you train and develop your lawyers to become future firm leaders? Does your firm have a "leadership pipeline" to draw upon when your managing partner or practice leader moves on? Join this session to get tips on how to cash in on the potential of up-and-coming associates to become future law firm leaders—including how to engage the various generations in firm leadership.

Objectives:

• Establish what it takes to be an effective leader in a law firm
• Determine ways to persuade managing partners and practice group leaders to engage in leadership development
• Analyze key elements of a law firm leadership development program for partners and associates
• Summarize how to bridge the "generation gap" and engage the Millennial Generation in firm leadership

Audience: Attendees should have extensive experience in law firm management and operations.

75 Minutes * CPE Field of Study: Business Management and Organization * Audience: A

Speaker: Mark Beese is President of Leadership for Lawyers, LLC, in Evergreen, Colorado, a consultancy focused on helping lawyers and other professionals become better leaders and business developers. He provides training, coaching and consultation to firms in the areas of leadership development, business development and marketing.

A negotiation is an interactive communication process that may take place whenever we want something from someone or someone wants something from us. Whether you are negotiating a property lease, an equipment lease, pricing office supplies or mediating between employees, you need advanced negotiation skills to get the winning results you need to succeed. Join this session to improve your negotiation skills, including knowing when to make concessions and when to simply walk away.

Objectives:

• Describe the fundamental elements of the negotiation process
• Explain how to establish rapport and evaluate your leverage
• Define the tactics to employ to meet your goal
• Determine how to decide on concessions you will make and when to walk away if you cannot come to agreement
• Recognize the need to reduce agreements to writing

Audience: Attendees should have a working knowledge of law firm management and project negotiations.

CLM App Credit: Organizational Development * 75 Minutes * CPE Field of Study: Administrative Practice * Audience: I

Speaker: Robert A. Mines, Ph.D., is the President, CEO of MINES and Associates, P.C., an organizational psychology service in Littleton, Colorado. MINES and Associates provides managed behavioral health care and employee assistance programs for its clients nationwide. Prior to starting MINES and Associates, P.C., he was Clinical Instructor, Department of Psychiatry at the University of Colorado Medical School, Denver.

Learn about the ALA Diversity & Inclusion Index from those who envisioned it and those who are among the first to sign the pledge as supporters. Take part in an exciting dialogue as panelists offer lessons learned from their own experiences in fostering more diverse and inclusive legal organizations. You will leave with a renewed focus on the steps your legal organization needs to take to be a leader in diversity and inclusion, and be able to assess your organization's current efforts using a scorecard tool developed by ALA.

Objectives:

• Discuss the Association's strategic focus and efforts in diversity and inclusion
• Learn how your organization or ALA chapter can be included in the ALA Diversity & Inclusion Index and understand the benefits associated with participation
• Explain how the ALA Diversity & Inclusion Index is helping to bring about change in the overall legal community

Audience: Attendees at any level will benefit from this session. No advance preparation is necessary.

75 Minutes * CPE Field of Study: Business Management & Organization * Audience: B

Moderator:

Laura J. Hlavacek, SPHR, is the Director of Human Resources at Hinshaw & Culbertson LLP and a member of the firm's Diversity Committee where she is the current Chair. She was Director of HR & Diversity for five years at Freeborn & Peters and spent eight years at Hewitt Associates as HR Business Partner, Talent Manager and Senior Diversity Manager. She earned an MBA at the Kellogg Graduate School of Management and is certified as a Senior Professional in Human Resources (SPHR).

Panelists:

Ruth V. Fry is Office Manager for the Baltimore office of Saul Ewing LLP. She has been instrumental in furthering the firm's diversity initiative, as well as diversity initiatives throughout Baltimore's legal community and is one of the driving forces behind the firm's popular annual Diversity Retreat. She has also served as Diversity Chair of the Maryland Chapter of ALA since 2009 and has been a member of ALA's Diversity & Inclusion Committee since 2011. Last year, Fry's work as Diversity Chair of the Maryland Chapter earned her the Region 2 ALA Volunteer of the Year Award.

Carol Anne Nitsche, CLM, is an administrator at Karr Tuttle Campbell in Seattle. She currently serves on the Board of Trustees of the Foundation of ALA as Vice President, and is a past Region 5 Director and Region 5 Communications Officer. Nitsche is a recipient of the Spirit of the PSALA Award. She has served on the Association and Regional Nominating Committees, held several leadership positions in the Puget Sound Chapter and has served on many Chapter Committees, including the Diversity Committee.

Michelle Lipkowitz, J.D., is Partner at Saul Ewing, LLP. She focuses her practice on litigation involving contractual disputes, shareholder disputes, consumer class actions, mortgage fraud, lender liability, construction and products liability. She has extensive experience in complex commercial litigation in various state and federal courts throughout Maryland and across the country representing clients from a broad range of industries. In addition, she is adept at handling bankruptcy issues, check fraud, and claims arising under the Fair Credit Reporting Act, Truth in Lending Act, Equal Credit Opportunity Act, as well as state and federal corporate, securities, commercial and consumer laws.

Robert G. Stevens, M.A., CLM, SPHR, is the COO of Bennett Bigelow & Leedom in Seattle. He has been in law firm leadership for 20 years Hawaii and has been extensively involved in the local community as well as organizations supporting law firm management. He has held ALA leadership positions at the both Chapter and National levels, and is the incoming Chair of the Committee on Diversity & Inclusion. Stevens has worked in law firms in Western Washington and Hawaii and has been extensively involved in the local community as well as organizations supporting law firm management.

Budgeting is a daunting task but it helps guide your firm through your fiscal year. Make your next budget road map a valuable tool that law firm owners and administrators can get on board with and understand. Present numbers with meaning—a budget that makes sense and tells you when you need to reroute and make adjustments. The budget is your guide for getting there—your on-board satellite system.

Objectives:

• Design a budget for firm owners in terms they can understand
• Illustrate ways to budget using historical trends
• Identify the criteria needed to create a budget that identifies trends
• Use benchmarks to help you budget in conjunction with traditional zero-base budgeting

Audience: Attendees should have a working knowledge of law firm financial operations and budgeting.

75 Minutes * CPE Field of Study: Finance * Audience: I

Speaker: Dean R. Boeschen is the Director of Business Management at Husch Blackwell LLP in St. Louis. He is responsible for managing and advancing the strategic initiatives of the Industrial Production & Technology group through collaboration with the unit leaders. Boeschen is also responsible for financial management as well as assisting attorneys in cultivating and enhancing client relationships. Prior to joining the Husch Blackwell LLP, he was the Director of Finance and Client Development at Greensfelder, Hemker & Gale, P.C.

Whether you manage an entire firm, an office or a department, all legal managers need to be on top of changes in laws that impact human resources (HR). Join this session to review the latest changes in federal employment law and how these changes will impact policies and procedures in your organizations.

Objectives:

• Discuss recent changes in federal HR laws
• Describe the tools to identify areas for improvement in HR policies to implement best practices and stay out of court
• Determine how to apply legal concepts to initiate HR procedures and practices that are compliant, consistent and will protect the firm

Audience: Attendees should have a working knowledge of employment law.

75 Minutes * CPE Field of Study: Business Law * Audience: I

Speaker: Thomas L. McCally, Esq., an Equity Member of Carr Maloney P.C. in Washington, District of Columbia, heads the Employment and Labor Law Practice. McCally is an experienced trial attorney representing clients in federal and state courts throughout the mid-Atlantic region. In addition, he regularly practices before the EEOC and state/local EEO agencies.

Completing applications, obtaining bids and selecting the professional liability coverage that's right for your firm can be arduous. What really happens to your application once it leaves your desk? Join this session to gain insight into the professional liability insurance industry and the underwriting process. Learn what benefits a good agent or broker can bring, and how your answers can work for (or against) you!

Objectives:

• Identify what really happens with your malpractice application
• Determine strategies that you can use to achieve the best possible combination of price and coverage for your firm
• Recognize how to select and work with a broker/agent

Audience: Attendees should have a working knowledge of completing professional liability insurance applications and making or contributing to the final purchase decision.

75 Minutes * CPE Field of Study: Management Advisory Services * Audience: I

Moderator:

Gayle Wissinger has more than 25 years in the insurance industry where she has held various positions related primarily to underwriting with both large and small companies. Since 2000, she has focused on lawyers professional liability, and has served in multiple roles, including operations manager, director of underwriting and product manager. In her current position as Program Manager with Hanover Professionals, she works directly with the decision makers in law firms as she develops coverage products that are relevant to them.

Panelists:

Patricia M. Davis, ARM AAI AIM, Director of Underwriting, Lawyers Professional Liability, part of the Hanover Insurance Group, has worked in the insurance industry for more than 25 years. She has been underwriting Lawyers Professional for 10 years and is responsible for mid-size law firms. Davis has held various positions in underwriting, marketing, brokerage and management roles for St Paul, Travelers, Crum & Forster and Marsh.

Dan Hanson, CPCU, Director of the Management Liability Group for RJF since 2007, designs programs to protect his clients by managing and reducing their executive risk exposures. He has 17 years of experience in the insurance industry, specializing in executive liability lines of insurance, including directors and officer liability (D&O), employment practices liability (EPL), fiduciary liability, professional liability (errors and omissions), and network security/cyber liability insurance.

It could be a burst pipe, a fire in a neighboring suite or a weeklong power outage—it doesn't have to be a natural disaster that closes your firm's doors. Does your current plan address temporarily relocating your office and can your lawyers continue providing services to their clients if such a situation were to occur? If not, then this session is for you. Join this hands-on session where you will receive and work through a checklist of items to review, and receive a template that you can bring back to your office and customize for your firm.

Objectives:

• Explain the importance of having and reviewing a disaster plan
• Determine what procedures to have in place so operation does not stop after a disaster
• Identify the steps needed to create a crisis management team
• Apply the techniques discussed by completing a template that can be used by your office

Audience: Attendees should have a working knowledge of business continuity planning.

75 Minutes * CPE Field of Study: Business Management & Organization * Audience: I

Speaker: Kathryn N. Scourby is the Senior Business Continuity Manager at Hunton & Williams, LLP. She served on the ALA Board of Directors as the Region 2 Director from 2004 to 2008 and is currently a trustee for the Foundation of the Association of Legal Administrators. Scourby is a frequent speaker at ALA conferences and local chapters on disaster recovery, business continuity and risk management issues.

**Seasoned Administrator Session**

Take the fear factor out of partner retreats! By understanding all of the retreat options available to you—and addressing the practical questions about what it takes to plan a retreat—you can have a significant positive impact on your firm. Join this session to learn the process of developing and conducting a memorable retreat that advances important initiatives in your firm. Whether the goal is to bond and have fun or develop critical strategies, you can have a successful retreat when it is approached with vision and focus.

Objectives:

• Determine how to sell the concept and importance of a retreat to the partnership
• Examine the tools available to construct the content design and program objectives
• Assess the pros and cons of outsourcing all or part of the planning and programming
• Summarize how to implement and follow up with action plans and timetables to be sure everyone feels that it was a successful retreat

Audience: Attendees should be seasoned administrators with knowledge of firm-event planning and retreats.

75 Minutes * CPE Field of Study: Business Management & Organization * Audience: A

Speaker: James A. Durham, J.D., Chief Marketing and Business Development Officer at McGuireWoods LLP, directs strategic marketing and business development. Previously, as President of the Law Firm Development Group, Inc., he worked with law firms and clients worldwide. He also practiced business law for more than 15 years, and worked with two of New England's largest law firms as a CMO. Durham is the author of The Essential Little Book of Great Lawyering and The Law Firm Marketer's Guide to Survival.

There is so much technology—new stuff, fads, "useful" technology—it's often difficult to decide how to spend your firm's technology dollars. There are demands from the lawyers and staff, and then there's the competition—what other firms are doing! Whether you manage the firm's information technology yourself or work with an outside provider, you need to know what's important when your attorneys and staff—and clients—demand the latest gadgets.

Objectives:

• Analyze whether various types of technology are practical to support the firm's business
• Explain how to determine whether your technology purchases are money well spent
• Examine how to improve efficiency with the technology you have or with modest investments in new technology

Audience: Attendees should have a working knowledge of law firm technology planning.

75 Minutes * CPE Field of Study: Business Management & Organization * Audience:I

Speaker: Ben M. Schorr, Chief Executive Officer of Roland Schorr & Tower, has spent the last two decades helping businesses get the most out of technology. Recently named by the Pacific Technology Foundation as one of the Top 50 Technology Leaders in Hawaii, he is a frequently requested speaker on topics from technology to communications to business. Schorr is the author of The Lawyer's Guide to Microsoft Outlook 2010, The Lawyer's Guide to Microsoft Word 2010 and OneNote in One Hour.

Sponsored by the Foundation of the Association of Legal Administrators

There are many challenges posed by today's upside-down world. To meet the challenges of our global, hyper-competitive business environment requires we adopt the next generation of diversity and inclusion practices. Join this session to hear Andrés Tapia, author, speaker and the leading thought leader in diversity and inclusion. He will explore how key trends and strategies can bring about global, profitable and sustainable breakthroughs into your businesses, even in today's upside-down world. Discover practical, groundbreaking approaches that you can implement in your firm to harness the power of cross cultural competence—the critical ingredient for creating inclusive workplaces.

Objectives:

• Define the next framework for sustainable and profitable global business practices
• Discuss how the important trends in diversity and inclusion and cross cultural competence affect the way to manage your employees, clients and suppliers
• Determine how savvy administrators and organizations turn challenges presented by today's upside-down world into opportunities for growth, leadership and solid business practices

Audience: Attendees at any level will benefit from this session. No advance preparation is necessary.

CLM App Credit: Organizational Development * 75 Minutes * CPE Field of Study: Administrative Practice * Audience: B

Speaker: Andrés Tapia is President of Diversity Best Practices, a preeminent diversity and inclusion think tank and consultancy. Previously, he was Chief Diversity Officer and Emerging Workforce Consulting Leader at Hewitt Associates. His experiences in the U.S., China, Canada, the UK, Spain, India, Kenya, Korea and throughout Latin America and his native Peru have equipped him with a true global perspective. He has also developed actionable insights into how varying worldviews can impact health, wealth, learning, safety and workplace performance.An engaging and prominent speaker, he is the author of The Inclusion Paradox: The Obama Era and the Transformation of Global Diversity.

Take an in-depth look at how the right technology can streamline your human resources functions while increasing efficiency, decreasing employee turnover and shifting to a paperless work environment.

• Automating Everyday Work Functions
• Creating Multimedia Employee Communication
• Creating A Digital HR Environment

 
PART 1

Presented by IST Management Solutions

Hear what is trending in the mobile landscape with regard to lawyers. Learn statistics on billable mobile time, how much of it a firm might be losing out on, how to assess the need for mobile time capture, and which vendor might be right for your firm's needs.

Representative from Time Is Money Billing Systems

In today's ever evolving legal workplace, the attorney occupied "practice area" is the current focus for designing for flexibility. Hear how optimization of strategic long range real estate and business decisions can lead to cost and "change" savings over a lease term.

Speakers:

Phil Gerlach, The Gunlocke Company 

Marty Festenstein 

Lynn Osborne

Not long ago, Associates who wanted to make partner simply had to deliver quality work and wait five to seven years. Today, Associates who wants to make partner must create the right network and begin building a book of business. But do they have the right skills to do that? Do the training and development opportunities available align with the firm's marketing strategy and the Associate's own marketing plan? Through market research, participants will understand client and firm leadership expectations for client service and development by Associates. Attendees will also learn how firms are guiding Associates to create 'personal marketing plans', and how collaboration with Marketing to align training and development with associate marketing will maximize the firm's ROI.

(Continues through 11:00 a.m.)

Speakers:

Ross Fishman, Fishman Marketing

Mark Korf, Thomson Reuters

Law firms are facing significant changes, from new roles and ratios to new processes and workflows. Traveling Coaches helps firms increase success by managing the people side of these changes. We'll explore processes, tools and best practices in change management and reinforce the importance of gaining buy-in and adoption for new initiatives.

Speakers:

Joe Buser, Traveling Coaches

Brianna Leung, Traveling Coaches

First Legal specializes in State-to-State Support Services, including a Full-service Commission Services Program. While the Uniform Interstate Depositions and Discovery Act has simplified the process, each state has its own variation ... and your case is too important to jeopardize over an improperly served subpoena of records or a key witness deposition

Speech privacy is a priority for clients and staff. But is your facility's construction enough to ensure confidentiality? Or do poor door seals, breaks in plenum barriers or improperly designed HVAC components provide clear paths for sound transmission? Learn how you can take control of acoustic performance with sound masking.

Speaker: Niklas Moeller, LogiSon Acoustic Network

New government rules and regulations have placed additional responsibilities on your retirement plans Sponsor, Trustees, and Fiduciaries to know and comply with these requirements. The CEFEX certification provides third party independent review of the policies, practices and procedures of all plan fiduciaries, advisors, trustees and administrators of your retirement plan.

Objectives:

• Provide administrator with tools to assess the plans compliance to new regulations
• Review retirement plans conformance to industry standards and best practices
• Provide solutions for non-conformity of plan administration

Speaker: Randy Redd, MBA, AIFA, National Pension Professionals

You've heard the old proverb, "you make your bed and now you must lie in it." This proverb can be applied to many things to include your law firm profitability. Profitability doesn't happen by mistake, it is a result of the decisions that you are or are not making. And as a law firm stakeholder, you have the ability to make data driven decisions and process changes that improve efficiencies and add more to your bottom line.

Speakers:

Niki Lanter, Systems Manager, Sadler Law Firm, LLP

Tyler Chapman, MSF, Field Consultant, LexisNexis, Juris

Are you losing time with client files that are stuck on someone's desk? Come learn about the best practices in client intake with Tyler Chapman and Michelle Ritz.

Speakers:

Tyler Chapman, MSF, Field Consultant at LexisNexis, Juris
Michelle Ritz, Director of Administration at Traub Lieberman Straus & Shrewsberry LLP

Timekeeping is a fundamentally flawed process. Lawyers dislike how inefficient it is and how much it distracts them from more productive work. And with clients demanding more consistent and complete narrative detail, timekeeping approaches that rely on manually reconstructing activities are falling short. In addition, clients are requiring electronic billing which enforces conformance with outside counsel guidelines and can wreak havoc with finance teams and lawyers when bills get rejected and rework is required.

Firms are beginning to improve timekeeping for both lawyers and clients by automating activity capture and bringing billing guideline validation to the point of time entry. This automation is leading to reduced revenue leakage, eliminating finance team hassles with electronic billing and leading to more accurate and faster paid client bills.

Come learn how the time management landscape has evolved, how automated time-capture works and how IntApp is enabling firms to increase revenue and lawyer productivity (and client satisfaction) through new innovations such as e-billing guidelines conformance and direct integration with eBillingHub.

Speaker: Eldean Ward, IntApp, Inc.

Take an in-depth look at how the right technology can streamline your human resources functions while increasing efficiency, decreasing employee turnover and shifting to a paperless work environment.

• Automating Everyday Work Functions
• Creating Multimedia Employee Communication
• Creating A Digital HR Environment

PART 2

Presented by IST Management Services

In today's economy and workplace, the financial stress of a firm's partners, attorneys and staff is impacting the productivity and success of the firm. This reality is affecting the productivity, retention rates and profits of firms. Partners, attorneys, and staff that are under financial stress spend as much as 20 hours a week handling their financial business at the office.

A well developed Financial Wellness Program can provide the resources and knowledge needed to improve personal finances regardless of financial situation. Learn about the impact of personal finances on a firm's success and how firms can use a Financial Wellness Program to improve the financial wellbeing of its partners, attorneys, and staff; leading to improved productivity, retention, and profits.

RSVP to mskay@alliantcreditunion.com

Receive a $5 Starbucks gift card when you RSVP and attend.

This is a continuation of BP31

Not long ago, Associates who wanted to make partner simply had to deliver quality work and wait five to seven years. Today, Associates who wants to make partner must create the right network and begin building a book of business. But do they have the right skills to do that? Do the training and development opportunities available align with the firm's marketing strategy and the Associate's own marketing plan? Through market research, participants will understand client and firm leadership expectations for client service and development by Associates. Attendees will also learn how firms are guiding Associates to create 'personal marketing plans', and how collaboration with Marketing to align training and development with associate marketing will maximize the firm's ROI.

(Continued from 9:45 a.m.)

Speakers:

Ross Fishman, Fishman Marketing

Mark Korf, Thomson Reuters

Law firms are facing significant changes, from new roles and ratios to new processes and workflows. Traveling Coaches helps firms increase success by managing the people side of these changes. We'll explore processes, tools and best practices in change management and reinforce the importance of gaining buy-in and adoption for new initiatives.

Speakers:

Joe Buser, Traveling Coaches

Brianna Leung, Traveling Coaches

During this Business Matters! session, Ben Kavalec, VP Sales, Legal Division at Western Union Business Solutions will discuss the impact check payments have on a firm's bottom line, the benefits of converting from paper-based payments to electronic payments,
and the solutions available today to help firms make the paperless transition.

Speaker: Ben Kavalac, Western Union Business Solutions 

Too often, businesses hit with a crisis close for good because they are unable to respond quickly and effectively. Whether a broken water pipe, fire, or hurricane, disasters can have crippling effects on your firm. How can you become better prepared for such events?

ALA VIP Partner, Agility Recovery, has the answer. Our approach is simple. Should disaster strike, Agility will deliver whatever you need to get back up and running, including: office space, power, telephone and internet access, computers, servers, operating systems and more. In our 24 year history, we have recovered 1000's of businesses and never failed.

Nothing tests your ability to meet a client's needs like a disaster. Agility ensures your firm has access to an affordable and reliable solution should the unthinkable happen.

Speaker: Bill Boyd, Agility Recovery Solutions 

Interested in converting to iPads? Stop by this power-packed seminar on deployment and management of iPhones and iPads. Learn how iPad enabled one firm to go paperless, save money and become more efficient.

Speakers:

Phillip Lundie, National Purchasing Partners

Steve Prekop, National Purchasing Partners

This session was developed in collaboration with NALS ... the association for legal professionals.

As the delivery of legal services and the traditional law firm model have changed, so too has the role of the legal administrative assistant. Join this session to examine the core competencies for legal administrative assistants today. A competency-based performance management system supports a collaborative relationship between support staff and the firm. This results in greater productivity and job satisfaction, limiting costly turnover and increasing your business's overall productivity.

Objectives:

• Determine core competencies (the technical and behavioral characteristics needed for successful job performance) of the legal administrative assistant
• Define the individual skills needed by legal administrative assistants, including cross-training for different practice areas
• Explain the basic evaluation process for a competency-based performance management system

Audience: Attendees should have a working knowledge of law firm staff management.

60 Minutes * CPE Field of Study: Personnel/HR * Audience: I

Speakers:

Dee Beardsley, PLS, Secretarial Supervisor, Latham & Watkins, LLP, is involved with the development and implementation of competency-based training on the global level. She has been a member of NALS since 1975, advancing the mission and vision of the association through committee and board service on the local, state and national levels. She served as NALS President in 2008-2009 and is currently an active member of the Grassroots Innovators Committee.

Patricia E. Infanti, PP, PLS, has been a legal administrative assistant in the commercial real estate department of Ballard Spahr LLP, in Philadelphia, Pennsylvania for more than 20 years. A member of NALS since 1995, she was the 2010-11 NALS President and the recipient of the 2005 NALS Award of Excellence. She has served on NALS' national committees, on their Board of Directors and is currently on the NALS' Next Generation Leadership committee

**Seasoned Administrator Session**

Retirement plans are constantly changing. How does your retirement plan stack up? When was the last time you reviewed the lineup of your firm's investments? You need to benchmark your fees against other plans of similar size and proactively meet your fiduciary responsibilities. As your practice grows, and demographics change, recognize how plan design can be an issue. Join this session to hear best practices and hot topics in retirement plans. Discover how small changes in your plan can yield huge benefits. Ensure that your firm's retirement plan remains a healthy part of its long-term strategic goals.

Objectives:

• Determine how recent pension law changes can affect your plan
• Evaluate how fee disclosures impact participants
• Analyze why all target date investments are not built the same
• Examine what to consider when selecting an appropriate cash alternative option

Audience: Attendees should be seasoned legal administrators with knowledge of retirement plans, their design and management.

60 Minutes * CPE Field of Study: Business Law * Audience: A

Speakers: Charles V. Creighton, CLU, ChFC, pension consultant with Key Advisors in Media, Pennsylvania, joined the financial services firm in 1982. He became the firm's retirement plan specialist in 1985 and concentrates his practice in the area of retirement and investment planning, working with companies in developing their executive benefit programs.

Alan J. Fishman, CLU, CFP®, is a former CPA who works with Yorktown Financial Group, Inc. (YFG) in Elkins Park, Pennsylvania. He brings experience in public accounting, financial management and insurance to his association with YFG. He is a Chartered Life Underwriter (CLU).

Email and social media have generated some unique and quickly evolving issues that involve the use of electronic communications, documents and social media. Consider the impact of social media on discovery, lawyer marketing and the use of these technologies by juries and judges. What is the effect of email and social media on creating or ending attorney client relationships and protecting client confidentiality? Join this session to discover some of the ethical pitfalls you can avoid to protect your legal organization.

Objectives:

• Identify the most important ethical issues that arise from the overwhelming use of email and social media
• Determine the risks involved with using these communications
• Discuss ways to train staff and attorneys on how to use email and social media and still maintain the ethical duties with client relationships and confidentiality

Audience: Attendees should have a working knowledge of law firm electronic communication practices.

75 Minutes * CPE Field of Study: Regulatory Ethics * Audience: I

Speaker: Thomas Spahn, J.D., a commercial litigator with McGuireWoods, regularly advises Fortune 500 clients as in-house counsel on ethics issues, including conflicts of interest, confidentiality, dealing with corporate wrongdoing, and compliance with Sarbanes-Oxley requirements. He has also advised clients on properly creating and preserving the attorney-client privilege and work product protections when conducting corporate investigations, hiring outside consultants, dealing with the government, and on other daily and extraordinary situations.

Excel is still one of the best tools for analyzing and managing data. Join this session for an interactive, fast-paced lecture where you will learn many simple and powerful tips—from toolbars to macros—to take back to your office and use time and again.

Objectives:

• Customize your toolbars and ribbons Insert objects, such as illustrations and artwork Incorporate external data
• Automate data cleanup with macros
• Identify how to take sorting and filtering to a new level
• Determine how to use Excel to analyze data

NOTES: 1. Bring your fully charged laptop or tablet to the session. 2. To receive a spreadsheet prior to the Conference to use in this session, be sure you select this session on your Session Preference Form when you register.

Audience: Attendees should have a working knowledge of information technology systems.

CLM App Credit: Information Technology * 75 Minutes * CPE Field of Study: Computer Science * Audience: I

(Participants are encouraged to attend the other session in this series, FM33 Excel Techniques: You Asked for More, You Got It! Wednesday, 3:15–4:30 p.m.)

Speaker: Debbie Foster is a Partner with the Affinity Consulting Group (ACG), where she specializes in practice management, time/billing/accounting and document management software, as well as providing technology audits for firms around the country. She was the Chair of ABA TECHSHOW 2010, presented by the ABA Law Practice Management Section.

**Seasoned Administrator Session**

Today's legal managers are faced with new challenges and opportunities to help their firms and departments maximize efficiencies. They—and their firms—must become ultra-efficient to meet client demands and reconnect legal costs to the value received. It is essential to first improve processes before undertaking project management to deliver excellent results. Join this session to learn how to make a case for improving processes in your firm.

Objectives:

• Describe what process improvement is and the framework for a process improvement project
• Explain why undertaking process improvement first makes project management more effective
• Examine the approaches employed by other firms and organizations
• Analyze the approach that works best for your organization

Audience: Attendees should be seasoned legal administrators with a working knowledge of legal project management techniques.

75 Minutes * CPE Field of Study: Management Advisory Services * Audience: A

Speaker: Catherine Alman MacDonagh, J.D., is former corporate counsel and now the CEO and Co-Founder of the Legal Lean Sigma® Institute which provides consulting and the first process improvement courses specifically designed for the legal profession. Additionally, she is an independent consultant with her own practice, Firm Guidance, and the developer and Chief Enthusiasm Officer of the Legal Mocktail™, an experiential networking training exercise. MacDonagh is co-founder of the Legal Sales and Service Organization, where she chairs the Board of Advisors. She currently serves on the international board of the Legal Marketing Association (LMA) and is the author of two books.

Many company recruiters have become quite adept at finding, courting and hiring multicultural, diverse talent. Where this process collapses is retaining and training this same group of employees. Too often, and often much too quickly, heavily recruited diverse employees depart after hitting the hidden barriers of exclusion. Join this stimulating discussion to learn how aspects of your organizational culture can weaken multicultural employees' bonds to your workplace. Learn how you can find alternative ways to address the revolving door syndrome for diverse talent and start building an organizational culture of inclusion

Objectives:

• Expand your definition of the 21st century workplace and multicultural, diverse talent
• Determine how unconscious bias may be influencing the hiring and management of diverse employees in your organization
• Discuss how to build a culture of inclusion using the four pillars of engagement and retention

Audience: Attendees should have a working knowledge of organizational culture.

CLM App Credit: Organizational Development * 90 Minutes * CPE Field of Study: Administrative Practice * Audience: I

Speaker: Andrés Tapia is President of Diversity Best Practices, a preeminent diversity and inclusion think tank and consultancy. Previously, he was Chief Diversity Officer and Emerging Workforce Consulting Leader at Hewitt Associates. His experiences in the U.S., China, Canada, the UK, Spain, India, Kenya, Korea and throughout Latin America and his native Perú have equipped him with a true global perspective. He has also developed actionable insights into how varying worldviews can impact health, wealth, learning, safety and workplace performance.An engaging and prominent speaker, he is the author of The Inclusion Paradox: The Obama Era and the Transformation of Global Diversity.

General and in-house counsel (GCs and IHCs) hold the purse strings to a large percentage of legal work handled by many law firms. Their needs and expectations are changing and evolving. Wouldn't it be great to get inside their minds? What exactly do the GCs of today's corporations really want and expect? What makes a law firm/lawyer stand out? Join our panel of GCs to get answers to these burning questions.

Objectives:

• Discuss what general counsel expect from the law firms they hire
• Define how GCs find and select attorneys
• Assess the qualities that will make your law firm stand out
• Determine how to tailor your marketing and client development investments accordingly

Audience: Attendees should have five years of experience and a working knowledge of law firm marketing and business development.

90 Minutes * CPE Field of Study: Business Management & Organization * Audience: A

Moderator:

Julie Savarino, J.D., is an attorney and managing partner of Business Development Inc., where she has successfully assisted lawyers and law firms to develop business for the past 25 years. She has worked with thousands of lawyers and hundreds of law firms, helping generate millions of dollars in new business – as a trainer, coach, professional business developer, program developer and strategist. Savarino also assists in building, advising and supporting the in-house marketing, business development and training departments for many of the world's leading professional services firms.

Panelists:

Thomas Ball, J.D., is Vice President, General Counsel & Secretary of Online Resources Corporation, an online banking technology leader. He serves as a trusted advisor to the company's executives and board, as well as its business managers, conducting operations throughout the U.S. and in India, in navigating a broad array of corporate, strategic, transactional, intellectual property, risk management and compliance matters. A member of the company's executive leadership team, Ball plays an integral role in balancing the company's strategies for innovation and growth with its complex and evolving compliance obligations.

Diane M. Ennist, J.D., is Senior Vice President, General Counsel & Corporate Secretary at Carey International, Inc., a private equity-backed company. She is an experienced litigator and business advisor, having practiced at a law firm, the Department of Justice and in-house at Freddie Mac for 16 years. As General Counsel, Ennist is responsible for all the legal work of the company and is closely involved in nearly all the business challenges and opportunities of the company.

Thomas D. Hickey is Chief Legal Officer of Iridium Communications Inc. where he is responsible for all legal, regulatory, corporate governance and compliance matters. Hickey began his legal career at Jones Day in the firm's telecommunications practice. Prior to joining Iridium, he served as Deputy General Counsel or General Counsel for three telecommunications companies. His previous experience also includes work in the White House, the Federal Communications Commission and the U. S. Congress.

Lauren Fisher, J.D., is Vice President & General Counsel at Vox Media, Inc., a media publisher that owns and operates more than 325 ad-supported websites. She manages all of Vox Media's legal matters as General Counsel in addition to handling strategic Business Development and Human Resources. Before joining Vox Media, Fisher was Assistant General Counsel for AOL and Associate Counsel for Intellectual Property for The Vanguard Group. Before moving in-house, she practiced Intellectual Property law at Akin, Gump, Strauss, Hauer & Feld, L.L.P.

Do you do it all in your firm of one to 30 attorneys? This idea exchange is for you! Join your peers to share ideas and issues relevant to the day-to-day aspects of running the business of the small firm. You will have an opportunity to determine the topics for discussion, such as marketing, recruiting and small firm overhead.

Moderators:

Scott R. Dotson, CLM, CPA, Croley Davidson & Huie, PLLC

Maryann Milla, Kerr & Wagstaffe, LLP

This is the ideal place to meet administrators from around the world, connect with other international administrators and discuss the unique issues affecting your firms. U.S. administrators are also welcome to join this discussion. Discussion topics may include issues that are common to managing legal offices anywhere, as well as issues unique to your country.

Moderator: Barbara A. Foley, CLM, RatnerPrestia, PC

**Future Law Firm Session**

Is your firm shortchanging itself by being locked into a "tenths of an hour" mindset? Learn to understand how the clients value law firm services, so your firm can maximize that knowledge through value-based billing. Get the inside scoop on the "score card" clients may use in evaluating your firm's services. Expand the minds of the partners and their clients as to what the value of the representation is, instead of having to worry about the billable hour.

Objectives:

• Assess cases to develop a value-based billing strategy, and summarize the process for client approval and implementation
• Identify value-based billing options
• Discuss billing trends and what potential clients are looking for in value-based billing
• Build a road map for project management profitability
• Recognize the staffing and accounting challenges associated with value-billing arrangements

Audience: Attendees should have five years of experience and a working knowledge of laws firm billing practices.

75 Minutes * CPE Field of Study: Finance * Audience: A

Speaker: Matt Laws, Crowell & Moring's Director of Client Services & Pricing, works closely with current clients, prospective clients, and partners of Crowell & Moring to discuss matter types and dockets of cases for potential alternative fee arrangements (AFA). He had more than seven years in managing AFA agreements before joining Crowell & Moring in 2012. Among the types of alternative pricing he works with are fixed/flat fees, phase of litigation pricing, capped fees, success fees, value fees, contingency fees, secondments, holdbacks, multipliers, sliding scales, collar arrangements, and re-openers, while ensuring all comply with American Bar Association Rule 1.5 on fees.

What are the healthiest employers and law firms doing to create a culture of wellness? Hear how you can differentiate, grow and excel at creating a workplace wellness program that is sustainable and effective. Find out what it takes to create a "Healthiest Employer" environment, how others are doing it and what pitfalls to avoid. See statistically how law firms compare against other employers and leave with a plan for how to implement and/or improve your organization's initiatives.

Objectives:

• Determine how to obtain buy-in from the firm and employees
• Identify where to begin, how to succeed and how to create sustainability
• Examine what resources are necessary and the options available for any size firm
• Analyze results and return on investment without breaking ADA, ERISA and HIPPA laws

Audience: An existing program is not a requirement as this session. However, attendees should have a working knowledge of wellness initiatives related to human resources management.

75 Minutes * CPE Field of Study: Personnel/HR * Audience: I

Speaker: Rod Reasen II is Chief Executive Officer of Healthiest Employer, LLC. In an effort to find the best and brightest, he created the Healthiest Employers® award program which is now being conducted in nearly 50 U.S. cities. The research conducted by this program includes thousands of employers representing nearly fifty million employees. Reasen has been the featured speaker at multiple universities, wellness conferences, forums and webcasts.

**Seasoned Administrator Session**

Maples v. Thomas is the nightmare that should keep everyone who manages a pro bono practice awake. In that 2012 case, the Supreme Court rescued a death penalty prisoner whose appeal was dismissed when his pro bono law firm failed to send him a court decision, causing him to miss a critical deadline. The fault lay with the firm's failure to have sufficient procedures in place to guarantee the continuity of representation when the associates representing Maples left the firm. Maples is the nightmare scenario, but the lower-level bad dreams should also keep us awake: attorneys practicing without sufficient expertise; associates without adequate supervision and clients who increasingly demand (and receive) services well beyond the scope of representation.

Objectives:

• Examine red flag ethics issues in pro bono cases
• Evaluate your firm's current pro bono case management procedures
• Apply the principles discussed to make changes to procedures and implement as needed to ensure a successful outcome for your pro bono clients

Audience: Attendees should be seasoned legal administrators with a working knowledge of law firm pro bono activities.

75 Minutes * CPE Field of Study: Business Management & Organization *Audience: A

Moderator:

Allison Lefrak, J.D., is an attorney at the Federal Trade Commission, Bureau of Consumer Protection, Division of Privacy and Identity Protection where she oversees issues related to consumer privacy, credit reporting, identity theft, and information security. Prior to joining the FTC, she was the Litigation Director at Human Rights USA, a non-profit organization which promoted compliance with human rights norms by conducting strategic litigation in U.S. federal and state courts.

Panelists:

Susan M. Hoffman, J.D., is Public Service Partner at Crowell & Moring in Washington, D.C., where she promotes, supervises and participates in the pro bono work performed by the firm's attorneys. Hoffman has served on several community and public interest group boards, including Legal Counsel for the Elderly, the Support Center of Greater Washington, the National Law Center on Homelessness and Poverty, the United Way Law Firms Division, the Center for Dispute Resolution and the Washington Council of Lawyers.

Scott McNeilly, J.D., Staff Attorney, Washington Legal Clinic for the Homeless joined the Legal Clinic in April of 1994 after more than five years at the Maryland Legal Aid Bureau where he handled domestic violence, child welfare, landlord-tenant, consumer and public benefits cases. He shares responsibility for recruitment, training and general support of the volunteers in their pro bono program. Scott is also a member of the District's Interagency Council on Homelessness (ICH) and co-chairs the Steering Committee.

This session was developed in collaboration with the International Legal Technology Association (ILTA).

Do you sometimes wish everyone in the office could share information, collaboratively manage documents from start to finish and help everyone make better decisions? SharePoint® might be the answer. You can gain a competitive advantage, improve your day-to-day operations and strengthen client collaboration by using this powerful software. Not just for large firms, SharePoint offers solutions, including workflow and document management, intranets, extranets, matter intakes and centralization. Join this session to learn about SharePoint's many uses. Find out when it is practical to implement this program without the services of an outside service provider and when you should solicit outside help.

Objectives:

• Discuss how other firms have implemented SharePoint to support a number of initiatives
• Determine SharePoint's uses for firms of all sizes
• Describe how far you can go to implement SharePoint before you have to hire developers and purchase third-party add-ons

Audience: Attendees should have a working knowledge of intranet applications in law firms.

CLM App Credit: Information Technology *75 Minutes * CPE Field of Study: Computer Science * Audience: I

Speakers:

Lisa Gianakos is the Director of Knowledge Management with Pillsbury Winthrop Shaw Pittman LLC where she is responsible for intranets, extranets, search and marketing technologies. In 2012, she received ILTA's SharePoint Innovator of the year award. Previously the Director of Knowledge Management with Reed Smith, her team received this award in 2009 for their Intranet and was a finalist in 2010 for their extranet. Gianakos is a contributing writer for Practice Innovations who speaks frequently on knowledge management and related topics.

Mike Keenan is the SharePoint administrator at Nixon Peabody LLP, based in Rochester, New York. He has worked in the SharePoint space since the 2001 version and was the co-lead architect on Nixon Peabody's SharePoint implementation, which was the 2008 winner of ILTA's SharePoint Innovator of the Year award. Keenan has been a speaker at various SharePoint conferences and has authored several articles about SharePoint.

This session was developed in collaboration with the International Legal Technology Association (ILTA).

More and more attorneys are using remote devices like iPads and iPhones. These devices often do not have the same security capabilities out of the box as those within our office walls. Is a password enough or do you need an application to wipe out data remotely? What security issues will we be facing as remote devices become more widely used in the business environment? How do you make appropriate risk decisions around mobile platforms? Even our professional liability insurance companies are getting involved and starting to ask questions about passwords and more on applications. Learn what you need to know to keep data safe.

Objectives:

• Learn what is involved in making and appropriate decision around the use of mobile platforms
• Identify the most common remote data threats today and discuss the potential threats for the future
• Summarize steps to safeguard equipment and data
• Establish appropriate policies and procedures to protect your firm's data from threats

Audience: Attendees should have a working knowledge of the potential security issues of remote devices.

CLM App Credit: Information Technology * 75 Minutes * CPE Field of Study: Computer Science * Audience: I

Speakers:

James Fortmuller has 15 years of experience in IT and IT security. He is currently Manager of Systems Security at Kelley Drye LLP, a law firm with six offices, and approximately 350 attorneys. He has been responsible for assessing the security of the firm, designing and implementing security policy, monitoring systems in place, security awareness, and incident response. He is also currently a member of the ILTA Risk and Records Peer Group Steering Committee.

Jeff Lolley, Head of Global Information Security for Hogan Lovells, currently oversees all aspects of security and privacy for Hogan Lovells US LLP and Hogan Lovells International LLP. He also serves as the Co-Chair of the FBI's InfraGard Cyber Security SIG for the Washington D.C. region. Prior to joining Hogan Lovells Jeff held leadership positions with Marriott International, AT&T and Verizon.

Does the thought of getting up to make a presentation give you clammy hands and a dry throat? Improve your presentation skills and chase away those annoying butterflies in this interactive workshop. Whether you are speaking in a conference room, at a partners meeting, at a staff meeting or to an audience in an auditorium, discover how to relax and establish a rapport with your listeners so that your message is heard.

Objectives:

• Discuss skills for overcoming the fear of public speaking
• Examine the types of presentation styles that are appropriate for the situation at hand
• Determine your strengths that will make your message effective

Audience: Attendees should have a working knowledge of communication skills and techniques

CLM App Credit: Communication Skills * 75 Minutes * CPE Field of Study: Communications * Audience: I

Speaker: James (Jim) M. Wagstaffe, J.D., partner and co-founder of Kerr & Wagstaffe LLP in San Francisco, handles a diverse range of litigation matters and also leads the firm's successful appellate group. Wagstaffe is recognized as an authority and frequently is consulted by other law firms and clients alike on complicated civil procedure, legal ethics and trial practice issues. He is the author of Romancing the Room published by Random House.

**Seasoned Administrator Session**

What does it mean to be an authentic leader? Join this interactive session with two professors from the George Washington University Master's Program in Law Firm Management. Learn what impact a leader has on others and what the importance of followership is as a prerequisite to being a genuine leader. Hear practical approaches to getting a law firm to change its culture when that culture is an impediment to the implementation of a new strategy. Explore the process of formulating an effective strategy and motivating your staff. Learn why an effective leader is part psychologist and part detective. Build your strategic leadership skills, and learn how to influence and motivate sustainability and change in your law firm.

Objectives:

• Identify the profiles of authentic leaders
• Summarize the impact a leader has on others
• Analyze the importance and motives of followership
• Specify ways to overcome impediments to changing a law firm culture
• Illustrate the process of formulating a strategy for a law firm
• Predict and avoid common pitfalls of implementing a strategy

NOTE: This is an interactive session with a series of case studies that will be sent to registered attendees in advance of the session. Be sure you select this session on your Session Preference Form when you register so that you will receive the case studies.

Audience: This is a graduate level program from The George Washington University Master's Program in Law Firm Management. Attendees should have five years of experience and a working knowledge of law firm management and leadership.

CLM App Credit: Organizational Development * 150 Minutes * CPE Field of Study: Business Management & Organization * Audience: A

Speakers:

James R. Bailey, Ph.D., is the Hochberg Professor of Leadership Development and Director of the World Executive MBA Program at The George Washington University School of Business (GWSB), and a Fellow in the Centre for Management Development, London Business School. He has been the recipient of many teaching distinctions, including three GWSB Outstanding Educator Awards, and in 2006 was named one of the world's top 10 executive educators by the International Council for Executive Leadership Development. Bailey currently serves as Editor-in-Chief of the Academy of Management Learning and Education.

Carl A. Leonard, J.D., is experienced both as a law firm leader and a practicing lawyer. He joined former Hildebrandt International following a 26-year career with Morrison & Foerster as a corporate partner and Chairman of the firm, Leonard has been a Visiting Professor in the MBA Program in Law Firm Management, Nottingham Law School, England; Lecturer, Columbia Business School Executive Education Program; and is currently the Program Director and Adjunct Professor at The George Washington University, College of Professional Studies, Master's Program in Law Firm Management.

In the last two decades, psychologists have identified new dimensions of motivation and attitude that provide great insight into why some people perform well in roles, work well with others, leave their jobs, etc. One tool used for motivation and attitudinal patterns (MAPs) helps firms recruit, develop and retain new associates, as well as understand key aspects of the culture of the firm. In addition to learning about MAPs and their application to the firm, gain insights into how to increase the range of people with whom you work effectively, how to strengthen your communication with different kinds of people, as well as how these patterns may shift with context.

Objectives:

• Identify what MAPs are, how they are measured and how they work for you
• Determine how MAPs are used in building a successful firm, including recruiting, retention and overall development of the firm's talent
• Describe a firm's culture based on the patterns of current attorneys and how to use that information in recruiting and integrating new attorneys into the firm

Audience: Attendees should have a working knowledge of law firm business and human resource functions, including talent management and development.

Note: This session requires attendees to complete a MAPs asssessment prior to the Conference. Be sure to select this session on your Session Preferences Form to receive the assessment.

CLM App Credit: Organizational Development *150 Minutes * CPE Field of Study: Administrative Practice * Audience: I

Speaker: Carl L. Harshman, Ph.D., is the founder and president of Carl L. Harshman & Associates, Inc., an organizational and leadership development consulting company for more than 30 years. Harshman & Associates is headquartered in St. Louis, Missouri. In 2005, Harshman organized the Institute for Work Attitude & Motivation dedicated to education, research, and application of innovative tools for helping organizations, teams, and individuals improve performance through understanding of and focus on motivational and attitudinal patterns.

Don't miss this chance to join firm administrators and human resource (HR) specialists in a lively discussion of the vital issues surrounding day-to-day HR solutions. Connect with your peers to discuss how HR managers and other department heads are thinking strategically to prepare for the future. Bring your questions and share your ideas about various HR functions.

Moderators:

Julie S. Hill, SPHR, Husch Blackwell LLP

Kristin A. Oliveri, CLM, Baker Hostetler

Although we rely heavily on the spoken word when communicating with others, being mindful of body language allows the listener to glean more information than just what is being said. Studies have shown that nonverbal communication carries 60–75 percent of the weight of a message. In fact, what is spoken often contradicts body language messages. Join this session to learn how to develop the ability to listen with your eyes and subconsciously impact others without saying a word.

Objectives:

• Recognize others' thoughts and feelings by reading their body language
• Use mirroring as a technique to influence and connect with others
• Determine whether someone is or is not telling the truth
• Establish authority and respect using body gestures

Audience: Attendees should have a working knowledge of communication and interpersonal techniques.

CLM App Credit: Communication Skills * 75 Minutes * CPE Field of Study: Communications

Speaker: Carolyn Finch, MS SLP, President of Electrific Solutions Inc., is a speaker, writer, coach, actress, kinesiologist and all-around "edutainer." She has been on The Ellen DeGeneres Show, the VH1 Red Carpet special and CNBC News, and most recently on Good Morning Namibia in Africa. Finch is interviewed weekly for magazine and newspaper articles and is the author of Universal HandTalk – a Survival Sign System® used by first responders and foreign speakers for better communication.

What exactly is working capital and how much do you need? When should you capitalize equipment? Is a capital line or a capital lease better for your firm? These levels and lines are very important to maintaining the health and hygiene of any size law firm and are misunderstood many times. Get practical information on all things "capital" and safeguard your firm in the face of a disaster.

Objectives:

• Plan for the correct amount of working capital for your firm size
• Describe how to manage capital expenditures in your firm over time
• Determine whether a capital lease or a line of credit is better for capital expenditures
• Recognize the importance of having enough capital and lines of credit to survive in any disaster
• Analyze your firm's strengths and weaknesses regarding all things "capital"

Audience: Attendees should have at least five years of experience and a working knowledge of law firm capitalization options.

75 Minutes * CPE Field of Study: Management Advisory Services * Audience: A

Speaker: John T. Niehoff, CPA, is Baker Tilly's Partner-in-Charge of the Professional Services practice, leading the firmwide strategy for providing exceptional client service to law firms and other professional service businesses. He has extensive experience assisting law firms with specialized advisory projects tailored to achieve their financial objectives.

Explore the financial uses of Excel's advanced features and many third-party add-ons to help you get the most from the program. Many administrators are not their firm's financial manager but still need to be able to be proficient with Excel. Join this session to get the tips and tools to help you do that. Receive solid examples and spreadsheets that you can take back to the office to use immediately.

Objectives:

• Use advanced features geared toward managing and analyzing data
• Present timely and easy-to-read reports using Excel
• Determine how various add-on analytical tools can be downloaded and used
• Identify other third-party add-on tools to make your tasks easier
• Perform a wide range of financial calculations quickly and easily

NOTES: 1. Bring your fully charged laptop or tablet to the session. 2. To receive a spreadsheet prior to the Conference to use in this session, be sure you select this session on your Session Preference Form when you register.

Audience: Attendees should have a working knowledge of information technology systems.

CLM App Credit: Information Technology * 75 Minutes * CPE Field of Study: Computer Science * Audience: I

(Participants are encouraged to attend the other session in this series, FM30 Excel® Techniques: Wow, I Could Have Used That, Wednesday, 11:15 a.m.–12:30 p.m.)

Speaker: Debbie Foster is a Partner with the Affinity Consulting Group (ACG), where she specializes in practice management, time/billing/accounting and document management software, as well as providing technology audits for firms around the country. She was also the Chair of ABA TECHSHOW 2010, presented by the ABA Law Practice Management Section.

**Seasoned Administrator Session**

Implementing successful partner-level business development training and coaching programs that generate a return on investment is a challenge for most law firms. Yet business development is the lifeblood of all law firms. Are you ready to lead the challenge? Join this session to hear actual case studies on how to initiate, get buy-in and design a business development training and coaching program to lead your firm in developing its most valuable rainmakers.

Objectives:

• Define the key elements of a successful business development training and coaching program
• Assess common challenges and how to overcome them
• Create effective internal collaboration and cross-departmental teamwork
• Identify participating lawyers and select client/potential client speakers
• Establish a reporting system to measure, track and report results

Audience: Attendees should be seasoned legal administrators with working knowledge of law firm business and professional development.

75 Minutes * CPE Field of Study: Administrative Practice * Audience: A

Speakers:

Emily S. Leeson is the Director of Attorney Professional Development at Alston & Bird LLP where she works closely with the firm's Professional Development Partner, staff and the Business Development Department to create and implement business and client development programs for Alston & Bird lawyers. Previously, she served the firm for many years as the Director of Attorney Hiring & Development. Prior to joining Alston & Bird, she worked in attorney hiring for a Texas based law firm. Leeson is a member of the Professional Development Consortium and NALP, the Association for Legal Career Professionals.

Julie Savarino, J.D., is an attorney and managing partner of Business Development Inc., where for 25 years, she has successfully assisted lawyers and law firms to develop business. She has worked with thousands of lawyers and hundreds of law firms, helping generate millions of dollars in new business – as a trainer, coach, professional business developer, program developer and strategist. She also assists in building, advising and supporting the in-house marketing, business development and training departments for many of the world's leading professional services firms.

Every regional office administrator has success stories—what's yours? What have you experienced in your role as a regional office administrator? Join a panel of regional office administrators in this fun and interactive session to discuss your issues, stories and solutions to the unique challenges facing the regional office administrator.

Objectives:

• Examine the role of regional office administrator and ways to strengthen relations between the main and regional offices
• Discuss how you have effected positive change among the main and regional offices
• Determine how to handle firmwide policies versus your regional office culture

NOTE: To receive a brief topic questionnaire prior to the Conference, please be sure to select this session on your Session Preference Form when you register.

Audience: Attendees should have a working knowledge of regional office administration.

75 Minutes * CPE Field of Study: Business Management & Organization * Audience: I

Moderator:

Marilyn Mickelson, CLM

Panelists:

Cynthia (Cindy) A. Conover is the Administrator/Regional Coordinator of the Washington, D.C. office of Troutman Sanders LLP where she is responsible for the day-to-day management of the office. She has oversight for human resources, office services, facilities management, financial functions and budgets, paralegal support, secretarial services, library services, marketing, recruiting, records management, and technology/information services. An active member of the ALA Capital Chapter, she is a Past President of the chapter and its Foundation. She also serves as one of three non-lawyer members on the D.C. Bar's Board of Governors.

Judy L. Deason is the Director of Administration of King & Spalding's Washington office where she is responsible for the management of all administrative operations and supervises a staff of approximately 150 persons. She has oversight for human resources, office services, facilities management, financial functions and budgets, paralegal support, secretarial services, marketing, recruiting, records management, and technology/information services. Deason is Past President of the ALA Capital Chapter and the Capital Chapter Foundation. She also serves as one of three non-lawyer members on the D.C. Bar's Board of Governors.

Laura A. Raphael is the Administrator of the D.C. office of Cadwalader, Wickersham & Taft LLP where she is responsible for the day-to-day management of 105 attorneys and 65 staff. She has management oversight of human resources, discovery services, library, attorney development and recruitment, facilities management, monthly and annual budgets, paralegal support, secretarial services, marketing, records management and technology/information services. Raphael is an active member of the ALA Capital Chapter.

Technology changes so rapidly that it is difficult to stay on top of all the apps, equipment and updates. What's the difference between MS® Office 2007 and Office 2013? Where does MS® Windows 8 fit in? How can you make the most out of your current software programs like Microsoft Office Suite and Adobe® Acrobat®? This session is a "must" for anyone who wants to stay on top of the latest changes in common applications and use them to improve their efficiency.

Objectives:

• Illustrate how the features of Outlook work together with other Office applications
• Explain how to use the fill handle in Excel to speed up data entry
• Determine an easy way to test your backups

Audience: Attendees should have a working knowledge of the Microsoft Office Suite.

CLM App Credit: Information Technology * 75 Minutes * CPE Field of Study: Computer Science * Audience: I

Speaker: Ben M. Schorr, Chief Executive Officer of Roland Schorr & Tower, has spent the last two decades helping businesses get the most out of technology. Recently named by the Pacific Technology Foundation as one of the Top 50 Technology Leaders in Hawaii, he is a frequently requested speaker on topics from technology to communications to business. Schorr is the author of The Lawyer's Guide to Microsoft Outlook 2010, The Lawyer's Guide to Microsoft Word 2010 and OneNote in One Hour.