Upcoming Webinars

    • Dec 7

    Analyze Data Quicker and Easier Than Ever Before with Excel Pivot Tables

    Excel PivotTables have been around for more than 10 years. Yet, so few law firms utilize them effectively. Their usefulness exists for data analysis in litigation cases and financial analysis for partners. For anyone who works in Excel, PivotTables can literally save you hours of time every day. They allow you to adjust how you view data on the fly in seconds with just a few mouse clicks. Best of all, creating a PivotTable is so much easier than you might think. Once you learn how to do it, your Excel world will be changed forever. This session will demonstrate practical examples of when PivotTables are useful and the basics of how to create one.

    Objectives:

    • Explain how to create a PivotTable, as well as how to convert a traditional Excel table into one.
    • Discover the potential of reporting financial and statistical data to your partners through PivotTables in real time.
    • Summarize thousands of records with a few mouse clicks.
    • Create a pivot chart that is user responsive based on predefined filters.

    John Federico is an attorney and Senior Consultant with Affinity Consulting Group. Prior to joining Affinity, he practiced law for nine years, litigating personal injury cases, insurance cases and numerous appeals. Federico is also a licensed patent attorney with degrees in electrical and computer engineering. A member of the Ohio State and Columbus Bar Associations, Federico now specializes in HotDocs document assembly software and software training, including integrations with case management systems such as LawBase, Amicus Attorney, Time Matters, Actionstep and PracticeMaster.

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    • Dec 20

    Difficult Decisions: When Ethics & Orders Cross

    What do you do when a partner or superior gives a directive, and you have that uncomfortable feeling it’s not appropriate, or it conflicts with your personal or organizational values? What if it is flat out unethical or illegal? Do you speak up or simply do as you are told? Does everyone in your firm know who to go to, or how to handle a difficult decision, and will they act appropriately when confronted with unethical behavior? Ethical decision making is a complex process, requiring moral awareness and judgment. Join this session to get help with these difficult decisions and receive a framework for effective ethics management.

    Objectives:

    • Discuss the impact of individual values and organizational culture on an ethical workplace
    • Examine unethical behavior from risk management and cost perspectives
    • Review examples of unethical behavior and describe frameworks for ethical decision making
    • Identify how to develop and communicate organizational ethics for your firm

    Steve Wingert, CLM, is a 20-year veteran of law firm administration, Past President of ALA, and director of administration at Thompson Coburn LLP. A forward-thinking leader, he understands the leadership and management challenges within law firms. Wingert holds masters’ degrees in human resources and business administration, and is currently a doctoral student in interdisciplinary leadership at Creighton University. 

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    • Jan 4

    How to Tell When Someone Is Lying

    Are you winning the game of Two Truths and a Lie? You play every day and don't even know it. Detecting lies is crucial in business and life. Do you know if your clients really like your proposal? Do they like the job you did? Are they telling you the truth about their budget? Are they telling you all of their needs? Are the people you're interviewing inflating their resume? And, most importantly, did your kids eat those chocolate donuts that were on the counter or did the dog? This program uses videos from current events to demonstrate techniques. To apply the learning, we'll play Two Truths and a Lie.

    Objectives:

    • Identify how to instantly tell if someone is lying.
    • Explain which lies are important.
    • Breakdown how to elegantly uncover the truth.

    Audience Statement: This session assumes that participants have a working knowledge of communication techniques in the legal industry. No advance preparation is required.

    • 60 Minutes
    • Audience: Intermediate
    • CLM App Management Category: Self-Management Skills
    • CLM App Management Category -FS:
    • CLE: Law Practice Management
    • HRCI: General Credit
    Learn More
    • Jan 11

    Building Effective Mentoring Programs

    One of the best ways to help develop and retain your valued employees is by having them work with a skilled mentor. Many firms have created programs to facilitate the creation of mentoring partnerships, but the programs have not always delivered the desired results, leading to frustration of both mentees and mentors. However, mentoring programs can deliver great results if they are designed well from the start. This session will examine current research on mentoring programs and will detail how firms can get the most out of them.

    Objectives:

    • Describe how firms can benefit from facilitated mentoring programs.
    • Identify what structure to create for an effective program.
    • Explain what should be covered in mentor and protégé training.
    • Summarize how to evaluate the program for success.

    Audience Statement: This session assumes that participants have a working knowledge of human resource needs and procedures in a legal setting. No advance preparation is required.

    60 Minutes

    • Audience: Intermediate
    • CLM App Management Category -FS: Human Resources Management
    • CLE: Law Practice Management
    • HRCI: General Credit
    Learn More
    • Jan 17

    The Happy Hour Effect: 5 Key Commitments to Elevate Your Personal and Professional Success

    Stress negatively affects our lives professionally and personally, and the legal profession is no exception. It's estimated that 80 percent of people say their job is the most stressful aspect of their lives. Furthermore, 1 million people are calling in sick to work every day due to stress — to mention those who show up but are unproductive, unfocused or even actively sabotaging their teams. By understanding the dynamics of stress and how it impacts you and your team, you can better manage it so it doesn't stop you from being successful in your career and personal goals. This session will discuss the Happy Hour Effect framework and how it can help reprioritize the dynamics of your life with clarity, and offer fresh action for work/life happiness, health, career success and stronger relationships.
    Objectives:

    • Recognize why and how stress impacts your personal and professional success at work and home.
    • Create a customized Life Map to help change your mindset around work/life balance.
    • Discover your stress cues and stress cures so you can better prepare for and manage the elements of your life that cause anxiety, while boosting the areas that bring you energy and happiness.

    Audience Statement: Attendee at any level will benefit from this session. No advance participation is necessary.

    • 60 Minutes
    • Audience: Basic
    • CLM App Management Category: Self-Management Skills
    • CLM App Management Category -FS:
    • CLE: Law Practice Management
    Learn More
    • Feb 1

    Social Media, Digital Marketing Mechanics and More

    You have social media. You have a website. You support both with content, such as blogs. But what is all of it really doing for you? In this session, we are going to take a look behind the curtain of your law practice's strategic marketing plan to discuss your website foundation, together with the seven digital marketing strategies you need to get your law firm ranked on Google's first page. From SEO (search engine optimization) and the Google suite (including Google analytics/webmaster tools, Maps and AdWords) to publishing platforms, small search engine maximization, and reporting and conversion, we will dive deep into what your strategy should look like, along with best practices for getting where you want to go with your integrated digital marketing.

    Objectives:

    • Identify the six key digital platforms for lawyers and evaluate the lawyers' presence related to marketplace saturation in each.
    • Discuss the elements of a comprehensive, multiplatform digital strategy.
    • Describe the digital marketing mechanics and tools that are important for firms that want to raise their digital rankings.
    • Examine real-world examples of these mechanics and tools for a better understanding of how to use them.

    Audience Statement: Attendees should have 7-10 years of digital marketing knowledge in the legal industry. No advanced preparation is required.

    60 Minutes

    • Audience: Advanced
    • CLM App Management Category -FS: Legal Industry/Business Management
    • CLE: Law Practice Management
    Learn More
    • Feb 8

    How to Move your Entire Firm to the Cloud

    The Cloud is here, and its rapidly evolving with more and better services available to law firms every year. Getting to the cloud, or changing from one cloud system to another can be a delicate and time consuming process. Here, we cover best practices in selecting a cloud provider, preparing for a successful migration, and dealing with the inevitable surprises that will occur.

    Objectives:

    • Identify why you should move to the Cloud.

    • Determine the questions to ask a cloud provider (before you buy)

    • Discover when to hire a consultant instead of doing it yourself.

    • What happens to your old system and data

    • Discuss how to get out of a dark cloud.

    Audience Level: Intermediate

    Morris Tabush has more than 20 years of experience managing IT for businesses, so they can focus on what they do best. In 2001 he founded Tabush Group, which is leading provider of cloud desktops and managed IT for professional firms. Tabush and his team focus on delivering simple, scalable and secure solutions to clients.

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    • Feb 13

    ADA and ADAAA Training for Human Resources

    It's important for law firm employers to develop policies and procedures that identify and effectively respond to disabled employees and requests for reasonable accommodation. And recent changes and court interpretations to the Americans with Disabilities Act (ADA) — specifically the expansion of the definition of employees considered disabled under the ADA and increase in Equal Employment Opportunity Commission (EEOC) charges alleging violations of the ADA — make it even more of a priority. Participants will be able to identify triggers to the ADA interactive process, develop a systematic process for responding to requests for accommodation, and learn the most common reasonable accommodations that must be provided to employees.

    Objectives:

    • Recognize the provisions of the ADA and ADA Amendments Act.
    • Develop knowledge on the most recent EEOC and court interpretations of who is considered a disabled employee under the ADA.
    • Identify when employees are requesting reasonable accommodation and triggering the interactive process.
    • Outline how to assist employees and applicants requesting reasonable accommodation.

    Audience Statement: This session assumes that participants have a working knowledge of human resource management in the legal industry and U.S labor and employment laws. No advance preparation is required.

    • 60 Minutes
    • Audience: Intermediate
    • CLM App Management Category -FS: Human Resources Management
    • CLE: Law Practice Management
    • HRCI: General Credit
    Learn More
    • Feb 14

    Has Your Company Bridged the Gap Between Human Values and Ethics? Does It Matter?

    What causes otherwise intelligent people — people who know the difference between right and wrong — to make a choice that will negatively impact themselves and their organization? With a unique perspective gained from his own past experience, this session will shed new light on why we do what we do and how to influence behavior. Most ethics presentations and training programs focus on compliance and legal issues — as if ethical choices are either legal or not. The reality is, ethical choices have far more impact on a company long before the issue of "legal or illegal" comes into play. While your ethics code of conduct might meet all the standards required, the missing piece for most companies is the ability to help management and employees understand the human dynamic associated with conduct management.

    Objectives:
    • Examine specific human dynamics when it comes to ethical decisions.
    • Identify key components involved in making ethical choices.
    • Review the phases of "The Unethical Continuum."
    • Develop a road map to keep employees' behavior between the ethical lines.

    Audience Statement: This session assumes that participants have a working knowledge of ethics and professional conduct, ethical decision making, and personal ethics. No advance preparation is required.

    • 60 Minutes
    • Audience: Intermediate
    • CLM App Management Category -FS: Legal Industry/Business Management
    • CLE: Law Practice Management
    • HRCI: General Credit
    Learn More
    • Mar 1

    Trello: Increase Your Productivity Overnight

    According to Inc. magazine, we spend an average of 75 seconds on a task before we're interrupted. Even more than external factors, we're often forced to switch between various systems, calendars and software to get our work done. Is there a simpler way to be efficient and effective? In this session, you'll learn how to implement a productivity tool called Trello that the speaker uses with both small practices and Am Law 100 firms.

    Objectives:

    • Identify existing bottlenecks and constraints that limit your effectiveness.
    • Identify a system that will quickly streamline workflows and team communication.
    • Outline how to implement Trello, a productivity tool, that will maximize the output of both you and your practice area teams.

    Audience Statement: Attendee at any level will benefit from this session. No advance participation is necessary.

    Spencer Smith

    Spencer Smith is the Founder of Spencer X. Smith Consulting, and services law firms throughout the country. He's a faculty member for the State Bar of Wisconsin's Business of Law Conferences, and is also an instructor at the University of Wisconsin, where he teaches classes on digital marketing and social media. Smith has been called a "digital marketing expert" by Forbes, and publishes articles regularly in The Huffington Post, Law Journal Newsletters, and for the American Bar Association.

    Other Info:

    • 60 Minutes
    • Audience: Basic
    • CLM App Management Category: Self-Management Skills
    • CLE: Law Practice Management
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    • Mar 8

    The Financial Reporting Checklists Every Firm Should Be Doing

    In this session, we'll build the checklist of critical tasks that are essential for well-managed financial reporting. Attendees will learn what makes a solid foundation for financial reporting and how periodic checks and reviews lead to better and more timely decision making.

    Objectives:

    • Describe how to build a financial reporting checklist for your firm.
    • Summarize three ways to maintain control and oversight without being in the details.
    • Review comparative financial analysis for your firm.

    Audience Level: Intermediate

    Audience Statement: This session assumes that participants have a working knowledge of Law firm financial management and reporting practices.

    • 60 Minutes
    • Audience: Intermediate
    • CLM App Management Category -FS: Financial Management
    • CLE: Law Practice Management
    • HRCI: Strategic Business Management Credit
    Learn More
    • Mar 14

    Time Entry to Cash Receipts: 8 Steps to Increase Revenue & Partner Profits

    Our experience has found that the key to law firm profitability is more easily achieved by raising revenue than trimming expenses. This presentation involves a basic to intermediate overview of specific areas (from time entry to cash receipts) for increasing revenue and partners' profits. It will focus on the various factors that influence enhancing revenue objectives and presents ideas and methodologies to the attendees that they might employ to achieve their desired goals.

    Objectives:

    • Examine partner's profits calculations impacted by various levels of revenue enhancements.
    • Identify various strategies to increase firm's revenue, including capturing more time, improving resource management and closing the realization gap.
    • Discuss methods to assess and improve the management of unbilled time, unbilled cost and accounts receivable.

    Audience Statement: This session assume that participants have a working knowledge of law firm accounting functions and the firm's accounting system.

    • 60 Minutes
    • Audience: Intermediate
    • CLM App Management Category -FS: Financial Management
    • CLE: Law Practice Management
    Learn More
    • Apr 5

    Advanced 401(k) Planning and Strategies

    This session is directed toward those who manage their firm's 401(k), profit sharing and cash balance plans. This structured discussion will facilitate communication regarding best practices, positioning, and what results in a successful retirement outcome for the firm's employees. Facilitator Spencer X. Smith will share what he learned after 3,000 meetings in the 401(k) industry between 2008-2015, and attendees will benefit from his objective perspectives on how the 401(k) plan is evolving.

    Objectives:

    • Identify the correct plan design most appropriate for your firm.
    • Analyze if or when a cash balance plan would make sense as an additional benefit.
    • Explain the current 401(k) plan's benefits in a more effective manner to the firm's staff.
    • Discuss if and when a plan transition to a replacement would be prudent.

    Audience Statement: This session assumes that participants have a working knowledge of evaluating compentation and benefits in a legal environment. 

    Spencer Smith is the Founder of Spencer X. Smith Consulting, and services law firms throughout the country. He's a faculty member for the State Bar of Wisconsin's Business of Law Conferences, and is also an instructor at the University of Wisconsin, where he teaches classes on digital marketing and social media. Smith has been called a "digital marketing expert" by Forbes, and publishes articles regularly in The Huffington Post, Law Journal Newsletters, and for the American Bar Association.

    Other Info:

    • 60 Minutes
    • Audience: Intermediate
    • CLM App Management Category -FS: Human Resources Management
    • CLE: Law Practice Management
    • HRCI: General Credit
    Learn More
    • Apr 12

    Impacting Financial Performance: Key Performance Indicators

    Law firms of all sizes measure various behaviors and indicators of firm health and performance. These indicators are important sources of information for the management of the firm and its staff. The challenge is to identify the subset of these metrics that are critical to the success and life of the law firm and then focus on these metrics, which are referred to as key performance indicators, or KPIs. This session will take a comprehensive look into the value of KPIs and the different types used by law firms today, and how they can be used for strategic planning and growth. We'll also address some of the challenges associated with KPI selection, monitoring and benchmarking. Participants will learn how to select the appropriate KPIs and how to manage them for profitable success.

    Objectives:

    • Identify the different types of law firm KPIs and how they are used to improve profitability and contribute to strategic growth initiatives.
    • Discuss using KPIs to differentiate differences in gross revenues and profitability.
    • Examine the importance and challenges of using benchmarking surveys and how to use them to evaluate individual law firm KPIs that best align with your firm's strategic plan.
    • Identify and use different types of law firm KPIs for strategic decision making in the areas of marketing, business development, operations, finance and law firm growth.

    Audience Statement: This session assumes that participants have a working knowledge of Key Performance Indicators,  revenue management and profitablity in a legal environment

    Frederick J. Esposito, Jr., CLM, is Executive Director of the regional law firm Rivkin Radler LLP, and has more than 25 years of law and accounting firm experience. He is a frequent speaker and author of articles on a wide-range of topics, including alternative fee arrangements and law firm profitability models. In December 2016, he became a Faculty Advisor for the Nassau County Bar Academy of Law, in June 2013, he was inducted into the National Speakers Association and in 2012 was named Long Island Business News' CFO of the Year. He is the only Certified Legal Manager on Long Island.

    Other Info:

    • 60 Minutes
    • Audience: Intermediate
    • CLM App Management Category -FS: Financial Management
    • CLE: Law Practice Management
    Learn More
    • Apr 18

    Proving Cybersecurity Due Diligence For Your Firm

    While many firms understand their ethical responsibility to cybersecurity, many are not taking steps to ensure they've invested the appropriate resources to fulfill their obligations. In fact, many are delayed because they simply do not understand what "due diligence" to cybersecurity entails. Additionally, the governing bodies (ABA Model Rules and State Statutes) have not given prescriptive guidance; therefore, firms are left to decide for themselves what is an appropriate measure. Without a certifying body, where are law firms to turn to say "we've done our job?"

    This session will give legal management professionals a clear roadmap to lead their firm toward appropriate due diligence, and perform a comprehensive cybersecurity assessment/plan that encompasses policies, procedures, technologies, education and response. We'll provide a collaborative environment for attendees to interact both locally and nationally with other firms to develop a nationally accepted platform for due diligence.

    Objectives:

    • Outline cybersecurity education beyond just technologies.
    • Develop a standardized roadmap toward due diligence to cybersecurity preparedness and response.
    • Discuss a local and national collaboration platform to help develop a widely accepted platform for cybersecurity due diligence.
    • Develop the framework for your firm's cybersecurity readiness plan.

    James Gast

    James Gast is a 20-year legal tech veteran that presents at legal community events hosted by the Cincinnati Paralegals Association, University of Cincinnati Paralegal Studies and Cincinnati Bar Association. He has held certifications for Time Matters, Billing Matters, Timeslips, Amicus Attorney, PCLaw and Clio.

    David Myers

    David Myers is an attorney and legal technology expert. He is a frequent speaker and writer for many organizations across the country. He typically speaks on legal technology, the legal ethics of technology and cloud computing, productivity techniques for lawyers, and more.

    Other Info:

    • 60 Minutes
    • Audience: Advanced
    • CLM App Management Category -FS: Operations Management
    • CLE: Law Practice Management
    Learn More
    • May 3

    Managing Law Firm Growth: A Look into the Science Behind Personnel Analytics

    At the heart of every law firm are its timekeepers and employees. However, the maintenance and success of those timekeepers' career paths may be minimized by short-sighted priorities. As an example — though its benefits may be modest at best — the lateral recruiting boom of recent years shows no signs of slowing down. Managing partners are looking toward the lateral market to grow their firm, as well as answer growing succession planning issues. As those firms identify revenue growth as a top priority, many are losing sight of bottom line profitability, client satisfaction, employee satisfaction and organic growth. This session will address the various challenges surrounding not only the growth of the firm, but the individuals within it. Our moderator will begin with an interactive discussion and end with a case study that will touch on virtually all aspects of law firm personnel challenges, including mentorship, career alignment, succession planning, diversity and growth.

    Objetives:

    • Discuss appropriate personnel growth strategies.
    • Outline succession planning models and incentivize the right behavior.
    • Identify common mistakes made in recruitment and retention.
    • Evaluate the benefits of organic growth and mentorship.
    • Analyze necessary personnel components for client requirements.

    Audience Statement: This session assumes that participants have a working knowledge of  succession planning, diversity and inclusion principles and recruiting policies. 

    Russ Haskin

    Russ Haskin is the Director of Business of Law Consulting at Wilson Legal Solutions. In this role, he serves as a trusted advisor to hundreds of law firms across the globe, ranging from small boutiques to those within the Am Law 10. He has more than 15 year's experience in consultative work and research, achieving recognition as an expert in profitability, matter management, alternative fee arrangements, and partner compensation. He is a featured presenter, panelist, and moderator addressing these topics at industry events.

    Other Info:

    • 60 Minutes
    • Audience: Intermediate
    • CLM App Management Category -FS: Legal Industry/Business Management
    • CLE: Law Practice Management
    • HRCI: General Credit
    Learn More
    • May 10

    A Transgender Experience: A Personal Account

    This presentation includes an eye level view of what gender transition consists of, including male and female perspectives. The attendees are able to experience a subject that has become more visible nationally, in both our communities and the workplace. The presentations' goal is not limited to only transgender issues, but by the nature of the topic, participants are able to have a better perspective of the challenges that women and minorities experience at work. This unique perspective will assist your organization in understanding the needs of transgender employees and provide an understanding environment. This presentation is designed to be a departure from standard training sessions by incorporating emotional experiences with a focus on discussion.

    Objectives:

    • Discuss the speaker's gender transition, with the inclusion of personal stories.
    • Identify and discuss challenges in the office.
    • Analyze the physical and emotional aspects of the transition process.

    Audience Level: Intermediate

    Audience Statement: This session assumes that participants have a working knowledge of human resource needs and procedures in a legal setting. No advance preparation is required.

    • 60 Minutes
    • Audience: Intermediate
    • CLM App Management Category -FS:
    • CLE: Law Practice Management
    • HRCI: General Credit
    Learn More
    • May 15

    Payroll Mistakes That Can Land You in HOT Water! - How to Avoid Getting Burned by Costly Mistakes

    Lawsuits related to employers’ payroll practices are dramatically on the rise! During this fast-paced session, you will learn about the ways Federal law impacts the payment of wages, what areas are the most hotly contested, and how to avoid costly mistakes. This will be a Federal, broad overview of the various areas that impact wage and hour regulations. For anyone involved in payroll with employees, this is a must-do session to attend.

    Objectives:

    • Outline new minimum wage regulations and how they impact wage thresholds for exempt classifications.
    • Determine when you can and can't make deductions from exempt employees' pay.
    • Explain ways to deal with commission and bonus plans.
    • Determine what must be reported on the wage statement, when final paychecks must be provided and the penalties/fines associated with payroll mistakes.

    Audience Statement: This session assumes that participants have a working knowledge of payroll systems and state and federal labor regulations in the legal industry.

    • 60 Minutes
    • Audience: Intermediate
    • CLM App Management Category -FS: Financial Management
    • CLE: Law Practice Management
    • HRCI: General Credit

    Lauraine Bifulco is President and Chief Executive Officer of Vantaggio HR, which serves clients across the country from their offices in California, Hawaii and New York. Bifulco is a veteran HR executive and entrepreneur with 25 years of international, corporate and consulting experience. She conducts frequent seminars on HR topics with an emphasis on employment law compliance. Additionally, Vantaggio was recognized as one of the top 25 woman-owned businesses in the United States by Working Mother magazine.

    Learn More
    • May 16

    How Applied Improv Helps Legal Administrators Become Innovative Thinkers & Possibility Creators

    These days, legal management professionals need to be nimble, attentive, confident and innovative in order to personally thrive, while still positively relating to others. Interestingly, the same is true of improv theater performers. In fact, the skills that make improvisers so successful are the same ones that make us nonperformers successful, both personally and professionally.

    Innovation is simply creativity applied for a purpose. This highly experiential session introduces the three basic tools used by innovators: fluency (many ideas), flexibility (many perspectives), and uniqueness (new approaches). Additionally, it reveals how applied improv principles are helpful for legal management professionals. The entire program is informal, interactive and involving. Participation is completely voluntary — no one will be singled out to volunteer.

    Objectives:

    • Identify and discuss the three principles of innovative thinking: fluency, flexibility and uniqueness.
    • Describe how to filter inherent ability to think creatively.
    • Develop ways to practice group creativity and innovation with those you lead.
    • Apply a tactic to disagree without becoming argumentative.

    Speaker Information:

    Izzy Gesell

    Izzy Gesell is an "organizational alchemist" who helps people navigate their internal logjams to emerge confident, spontaneous and effective. Through keynotes, breakouts, coaching and facilitated sessions, Gesell offers imaginative, intuitive and immediately useful insights and programs. Among the first to use improv concepts as tools for personal and organizational learning, he is the author of Playing Along: Group Learning Activities Borrowed from Improv Theater.

    Other Info:

    • 60 Minutes
    • Audience: Basic
    • CLM App Management Category: Communication Skills
    • CLE: Law Practice Management
    Learn More
    • Jun 7

    Time to Go Back to School - Important Updates for Your Firm's Handbook

    The times, they are a-changing-and fast! Have you recently reviewed and revised your Firm's Employee Handbook to ensure that all of the appropriate and up-to-date policies are in place?  Come to this fast-paced and law-firm business-focused session and understand what must, should be and should not be included in your Firm's Handbook.

    Objectives:

    • Understand the changes in the law that require updates in your Firm's policies and procedures. 
    • Familiarize yourself with the risks associated with these changes and how to minimize those risks. 
    • Appreciate how to engage employees regarding the new changes in a manner that is neither off-putting nor heavy-handed.

    Audience Statement: This session assumes that participants have a working knowledge of  employment law changes and establishing policies and proceedures in a legal environment.

    Michael S. Cohen, JD, is a Partner at Duane Morris LLP in Philadelphia in the firm's Employment Services Practice Group where he concentrates his practice in the areas of employment law training and counseling. 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. 

    Other Info:

    • 60 Minutes
    • Audience: Intermediate
    • CLM App Management Category -FS: Human Resources Management
    • CLE: Law Practice Management
    • HRCI: General Credit
    Learn More
    • Jun 14

    What's NOT Being Said NEEDS To Be Understood

    If 100 percent of communication is made up of body language, tone and words, why do we still experience such an enormous amount of daily poor and miscommunication? Perhaps it's because we fail to acknowledge, address or assess what's not being said in a conversation. Because much of our communication is expressed beneath the surface, it's important to recognize how we are influenced by what we see, hear and say, and further understand how we (and others) interpret that information. Our beliefs, experiences, judgments and expectations heavily influence the way we communicate; however, those are aspects not frequently explored in our communication effectiveness. If we're going to connect with people on a different, more meaningful level, then it's important to meet them beneath what's visible on the surface. This is not your ordinary session on communication. It is challenging, educational and entertaining as we explore the dynamics of human communication.

    Objectives:

    • Discover how your experiences, thoughts, beliefs and history influence what you say and do in a conversation.
    • Recognize your inherent bias in listening, and how to adopt one specific listening lens that produces the best results.
    • Identify specific words or phrases that trigger a listener in undesirable ways — often without the speaker ever knowing it.
    • Describe how best to connect with someone who appears disagreeable, agitated or simply difficult.
    • Examine how to use words that increase team creativity, morale and performance.

    Audience Statement: This session assumes that participants have a working knowledge of communication techniques and methods in the legal environment.

    Speaker Information:

    Pete Smith

    Pete Smith is the author of Dare to Matter and has been called one of America's leading personal and professional development coaches. He is a sought-after international speaker and trainer in the field of leadership, management, personal growth and development. He is a board member of the HR Alliance DC, and a director in the Association for Talent Development's DC Chapter. His energetic, edgy, interactive style is complemented by his ability to provide practical takeaways.

    Other Info:

    • 60 Minutes
    • Audience: Intermediate
    • CLM App Management Category: Communication Skills
    • CLE: Law Practice Management
    • HRCI: General Credit
    Learn More
    • Jun 20

    What Makes an Effective Legal Management Leadership Team?

    Like it or not, your law firm is a business. As such, it’s critically important to have a strong, competent, strategic leadership team to keep your firm profitable and deliver value to clients. The two most critical players in this leadership role are the principal administrator, or COO and the managing partner, or CEO. Working together, these leaders can ensure your firms are positioned for long-term success in a dynamic and competitive environment. 

    Objectives:

    • Discover why the CEO-COO relationship is so important to running a successful law firm
    • Learn the importance of clearly defined roles and job descriptions for firm leaders
    • Develop and maintain a highly efficient and productive working relationship with one another.

    Speakers

    Dave Bartz, Esq. helps transportation and construction businesses throughout the Pacific Northwest resolve disputes, gain approvals and keep projects moving forward. In more than 30 years of practice he has been involved in many of the most complex and high-profile projects in the region, including the deepening of the Columbia River channel and the West Coast National Oceanic and Atmospheric Administration’s (NOAA) relocation to Newport, Oregon.

    An accomplished trial lawyer, Dave has extensive experience representing clients in state and federal courts and before administrative agencies including the U.S. Environmental Protection Agency (EPA), Washington Department of Ecology, and the Oregon Department of Environmental Quality (DEQ).

    Dave’s deep industry background involvement allows him to understand the big picture and find innovative strategies that work for the long term. His creative, bold ideas have given rise to the phrase, “Let’s Bartz it!” for clients and colleagues who face challenging issues.

    Known for his diverse experience throughout the transportation and construction industries, Dave advises key principals and stakeholders including ports, airlines, ship operators, marine transportation companies, tribes, developers, owners, financial institutions, and asbestos removal and construction companies. He has served as lead environmental counsel to the Port of Vancouver for more than 25 years, and is General Counsel to the Columbia River Steamship Operators Association.

    Denise L. Gaskin, Ph.D. is Schwabe’s Chief Operating Officer and a member of the Executive Committee. She provides leadership to the team that oversees the firm’s administrative functions, including finance, technology, talent management, marketing and business development.

    With a background in psychology, collaboration, communications and wellness, Denise brings a unique perspective to the firm. Her teambuilding philosophy underlies and strengthens all aspects of Schwabe’s operations and client service.

    Denise has worked in the legal field as a Chief Operating Officer since 2008. Before that, she worked as an administrator for a seven county behavioral health organization in western North Carolina.

    Scott A. Remington, Esq. divides his time between the practice of law and serving as the firm’s President & Managing Shareholder.  He practices in the areas of Commercial Litigation, Intellectual Property Litigation, Government Relations & Lobbying, Securities & Shareholders Disputes, and Real Property Litigation.  Scott’s clients include individuals, banks, and businesses across the Southeast. He has substantial experience in other areas of commercial litigation, including bankruptcy, corporate wind up and involuntary dissolutions.  Scott has an active local government consulting and lobbying practice throughout the state of Florida.

    As President, Remington is responsible for day-to-day oversight of the firm’s five offices and approximately 100 employees stretching across the Florida Panhandle into Lower Alabama. Prior to serving as President, he was a member of the Firm’s Executive Committee and Chairman of the Commercial Litigation Department. Remington regularly represents clients before public boards and bodies. For his work in the public sector, he was recently recognized as #29 on the Independent Weekly’s “Power List”—a list of the 100 most influential people in the community. He is the President-Elect of the Board of Directors for Autism Pensacola, and the Chairman of the Board of Directors for Good Works Partnership, Inc., a not-for-profit entity that operates a 30 bed cold weather shelter for women and children.  Scott is active in the Episcopal Church serving as Florida Chancellor for the Episcopal Diocese of the Central Gulf Coast and as a member of the National Church’s Planning, Budget & Finance Committee.

    In his free time, he enjoys reading a good book, fishing, and playing tennis. In 2010, Remington was the Pensacola Country Club Men’s Singles Tennis Champion. Most weekends, you can find him with his wife, Amie, and their three children—Virginia, Tom & Harry—chasing “Molly,” their beloved Boykin Spaniel, around Cordova Park.

     

    Gary T. Swisher, II, CLM graduated from the University of South Florida with a degree in Accounting and completed his fifth-year requirement for the CPA exam. He has been designated a Certified Legal Manager by the Association of Legal Administrators.

    Gary is known for his can-do attitude and passion for helping colleagues and clients. He is very active in the Association of Legal Administrators, serving in numerous roles since 1998, including his current role on the International Board of Directors as President (2017-2018). In his spare time, Gary enjoys golf and fishing, supporting worthy causes within the community, and spending time with his family.

    Oliver P. Yandle, JD, CAE took the helm of the Association of Legal Administrators (ALA) in July 2012, the largest international organization providing support to people in the legal management profession. With nearly 8,000 members in 30 countries, Yandle steers an organization of leaders in the legal management industry who are experts in management, finance, human resources, systems and technology, facilities, marketing and practice management.

    Prior to ALA, Yandle served as the executive vice president of the Commercial Law League in Chicago. Oliver’s law association experience includes holding the executive director position at the International Association of Defense Counsel, in Chicago, Illinois and he served as an adjunct instructor of legal analysis and writing at the Washington College of Law at American University.

    In addition to his legal experience, Yandle has had a long-standing career in association work. He has held senior director positions at SmithBucklin in Chicago, Illinois, at the International Bridge, Tunnel and Turnpike Association in Washington, D.C. and at the Intelligent Transportation Society of America in Washington D.C.

    He is active in both the Society of Association Executives (ASAE) where he holds the Certified Association Executive designation, and the Association Forum of Chicagoland, where he served as Chair of the Board of Directors.

    Yandle is a native of Louisiana and holds a BA in journalism from Loyola University of the South in New Orleans, and a JD from Washington College of Law at The American University in Washington, D.C. 

    John Remsen, Jr. is widely recognized as one of the country’s leading authorities on law firm leadership, management, marketing and business development. Since 1997, TheRemsenGroup has worked with more than 350 law firms to help them develop and implement long-term strategic objectives to improve cohesiveness, performance and profitability. John is a frequent speaker and author on law firm leadership and marketing topics. In 2002, he created The Managing Partner Forum, a highly-acclaimed conference series for managing partners and law firm leaders. More than 1,100 managing partners from 850 law firms in 43 states have participated. In 2013, he was inducted a Fellow in the College of Law Practice Management. A native of West Palm Beach, Florida, John holds an MBA degree from The University of Virginia (1985) and a Bachelor’s degree in Business Administration from the University of Florida (198

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    • Jul 5

    Operational Excellence: Legal Process Improvement Applied to Business and Administrative Functions

    Today's legal market demands a new approach to operational excellence. There is increasing pressure on the business and administrative professionals whose work is at the foundation of every law practice to deliver better quality service in less time and at less cost. Lean Six Sigma's framework for process improvement is based in fact, logic, and common sense and is a powerful methodology that will drive operational excellence through increased efficiency and productivity, leading to greater competitiveness and sustainable profitability. This interactive session is designed specifically for those responsible for championing innovation through process optimization or for sponsoring or leading process improvement teams. You'll learn about some of the fundamental tools and methodologies you can use immediately to identify, evaluate, and eliminate waste in every aspect of your firm's operations.

    Objectives:

    • Demonstrate how implementing Lean can increase operational excellence through improved productivity, profitability, and client service across all aspects of an organization.
    • Breakdown how the DMAIC (Define, Measure, Analyze, Improve, and Control) approach can lead to successfully implementing improvements.
    • Identify value and waste in the business and administrative processes that support the practice of law.
    • Discuss why process optimization is the foundation of successful legal project management systems.

    Audience Statement: This session assumes that participants have a working knowledge of legal process improvement in the legal industry.

    • 60 Minutes
    • Audience: Intermediate
    • CLM App Management Category -FS: Operations Management
    • CLE: Law Practice Management

    Speaker Info

    Karen Dunn Skinner, LL.B, BCL,is Senior Attorney and Lean Practice Management Advisor. She is a Lean Six Sigma Black Belt with more than 18 years of international experience in corporate-commercial, regulatory and education law. She is Co-Founder and Principal at Gimbal Canada Inc., which specializes in Lean practice management in law firms, in-house legal departments and public sector institutions.


     

    David Skinner, LL.B, BCLis a Senior Attorney, Lean Practice Management Advisor and Senior Management Executive with more than 20 years of experience in the legal, venture capital and biotechnology industries. He is Co-Founder and Principal at Gimbal Canada Inc. A certified Lean Six Sigma expert, he is also a speaker, university and CLE lecturer, and process improvement facilitator who applies Lean to the practice and the business of law.

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    • Jul 12

    An Overview of eMod DOCX Filing/Viewing and Patent Center Beta Release

    Members form the eMod Team at the United States Patent and Trademark Office will share updates regarding the eMod Project. The presentation will include a demo of how to utilize the new DOCX features available to all EFS-Web and Private PAIR (patent application information retrieval) users. Additionally, the presenters will share details of the eMod Patent Center Beta Release, where users are working with the new tool in development that will soon replace EFS-Web and PAIR, and provide feedback to help enhance the tool prior to the wide release. The team will also discuss key schedule dates for EFS-Web, PAIR and Patent Center.

    Objectives:

    • Discuss how to utilize DOCX (structured text) features in EFS-Web Registered and Private PAIR.
    • Outline details about the eMod Patent Center Beta Release, including progress and participation.
    • Point out upcoming changes to EFS-Web, PAIR and Patent Center to prepare accordingly.

    Richard Fernandez is an eMod Project Manager at the United States Patent and Trademark Office. As the eMod Project Manager, he oversees the development of the new tool to replace EFS-Web and PAIR. He has extensive experience working with the Patent Electronic Business Center, and currently serves as the Manager of the entire call center. He also worked as a program analyst for EFS-Web, and provided support for PAIR.

    Lisa Tran is a Communications Manager for eCommerce at the United States Patent and Trademark Office. Currently, she is primarily responsible for communicating with stakeholders and gathering feedback for the eMod project. She also supports the EFS-Web and PAIR team. Prior to working with eCommerce, she worked in several different business units within patents, including the technology centers, information management, and business planning.

    ACCREDITATION:

    CLM® Application Credit for Functional Specialists: 1 hour in the subject area of Operations Management (OM) towards the additional hours required of some Functional Specialists to fulfill the CLM application.

    CLM® Recertification Credit: 1 hour in the subject area of Operations Management (OM)

     

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    • Jul 18

    New Money: Managing Law Firm Revenue at Client Intake

    If only law firms "knew then what they know now" about their clients. The clues were there from the beginning, when the client engagement began. This session asks participants to consider client engagements that resulted in write-offs (bad debt), and what can be done to mitigate loss in the future. What were the warning signs? We discuss criteria for accepting new clients and assessing their financial risk to the law firm. Does your firm use a new client risk rating system? Law firm financial managers are encouraged to identify ways to deal with problem clients early in the cash flow cycle. The session will explore types of analytics for assessing new client exposure, and discuss steps to mitigate that exposure.

    Objectives:

    • Identify ways to anticipate potential bad debt early in the attorney-client relationship.
    • Examine policies to encourage lower revenue risk from new clients or new matters.
    • Discover how to harness existing time and billing software or analytics tools to identify potential accounts receivable problems early in the cash flow cycle.

    Audience Statement: This session assumes that participants have a working knowledge of revenue management and law firm profitability in the legal industry.

    • 60 Minutes
    • Audience: Intermediate
    • CLM App Management Category -FS: Financial Management
    • CPE Field of Study: Finance
    • CLE: Law Practice Management

    Speaker Info

    Seelin Naidoo is Chief Executive Officer of CMS Intelliteach where he is responsible for the strategic direction and overall operations. Prior to joining CMS, Naidoo was Senior Vice President at Trustinus, a global outsourcing company, and Vice President and General Manager of Kelly Services' outsourcing division. While at Kelly Services, Naidoo turned around his division, which became profitable for the first time under his direction.

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    • Aug 2

    Advanced Excel Tips and Tricks

    Learn how to take Excel spreadsheet solutions to the next level of productivity. Attendees are guided through intermediate and advanced techniques for using Excel to increase the types of financial data they can produce in the legal setting.

    Objectives:

    • Explain the "lookup" feature and how to find values in lists.
    • Discuss how to distribute delimited data across cells.
    • Demonstrate how to group, filter and total large lists of data.
    • Outline how to set up reliable data validation.

    Audience Statement: This session assumes that participants have 10 years of experience and/or advanced degree in field of study. Attendees should have advanced knowledge of spreadsheet applications.

    • 60 Minutes
    • Audience: Advanced
    • CLM App Management Category: Information Technology
    • CLM App Management Category -FS: Operations Management

    Speaker Info

    Ivan Hemmans is a Senior Manager of Technical Development at O'Melveny & Myers LLP and has extensive experience with information technology. He has worked with law firms for 18 years and computers for approximately three decades. With a background in computer programming and a Cognitive Science degree from UCLA, he offers a unique blend of experience and good-natured humor.

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    • Aug 14

    It's No Fun If You Can't Negotiate

    Law firm management professionals spend the bulk of their day communicating with partners, employees and business partners. Although it is sometimes hidden in the conversations, much of the dialogue revolves around negotiation and/or obtaining buy in. Time is spent listening to sales pitches from business partners, then pitching ideas to law firm partners, and then, finally, convincing employees that the new idea is the best thing that has happened in the history of the firm! Negotiating with business partners makes many people uncomfortable. Even if they are comfortable with the negotiation aspect, they sometimes don't know how to communicate the information to their partners in a way that makes them want to change what they have been doing since the existence of the firm. This session will give attendees several tips to become more comfortable with the negotiating process and view it as an opportunity.

    Objectives:

    • Develop your negotiating strengths.
    • Dramatize and role play scenarios where you are speaking with business partners, law firm partners and employees.
    • Outline how to prepare for all conversations by doing homework.
    • Develop better listening skills.
    • Examine how to build trusting relationships and, most importantly, how to enjoy the process.

    Audience Statement: This session assumes that participants have a working knowledge of communication styles and organizational development in a legal setting. No advance preparation is required.

    Speaker Information:

    Lisa Waligorski, CLM, is the Director of Finance at Newmeyer & Dillion LLP. She started her career in a legal assistant/paralegal role. The past 20 years have been spent as a law firm Controller/Finance Director and/or Executive Director, providing her with a strong background in law firm accounting and contract negotiations. Lisa is an ALA e-Learning instructor and recently taught at the ALA Law Firm Essentials Conference. She has also presented other various law firm management topics.

    Other Info:

    • 60 Minutes
    • Audience: Intermediate
    • CLM App Management Category: Communication Skills
    • CLE: Law Practice Management
    • HRCI: General Credit
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    • Aug 15

    Slicing, Dicing and Pricing: The Evolution of Law Firm Business Analytics

    Big data is not just for corporations anymore. As law firms face increased competition and greater pressure to improve realization on work product, business analytics can be a critical tool. Key insights, predictive capabilities and, ultimately, better profitability the goal.

    Objectives:

    • Describe examples of how analytics can be applied in the legal profession.
    • Demonstrate the power of a firm's own historical data.
    • Explore the capabilities of a true expense-side Profitability Analytics Model

    Speaker Information:

    Seelin Naidoo

    Seelin Naidoo is Chief Executive Officer of CMS Intelliteach where he is responsible for the strategic direction and overall operations. Prior to joining CMS, Naidoo was Senior Vice President at Trustinus, a global outsourcing company, and Vice President and General Manager of Kelly Services' outsourcing division. While at Kelly Services, Naidoo turned around his division, which became profitable for the first time under his direction.

    Other Info:

    • 60 Minutes
    • Audience: Advanced
    • CLM App Management Category -FS: Financial Management
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    • Sep 6

    Today's Best Practices in Law Firm Marketing and Business Development

    Law firms are starting to take marketing and business development seriously and are putting a variety of marketing programs into play. This session presents what law firms are doing to market themselves and, more importantly, what's most effective according to consumers of legal services. Participants will leave with numerous practical ideas and suggestions to sharpen their marketing and business development initiatives, and gain a clearer understanding of what works and what doesn't.

    Objectives:

    • Develop a better understanding of latest trends and developments in law firm marketing.
    • Discuss current benchmarking data on where firms are investing marketing resources.
    • Discuss what works and what doesn't in marketing and business development.

    Audience Statement: This session assumes that participants have 10 years of experience and/or advanced degree in field of study

    Speaker Information:

    John Remsen, Jr. is one of the country's leading authorities on law firm leadership, management, marketing and business development. After serving as marketing director at two major law firms, Remsen formed TheRemsenGroup, a consulting firm that works exclusively with law firms. In 2002, he created The Managing Partner Forum, a highly acclaimed conference series for leaders of smaller and midsize law firms. In 2012, he was inducted into the College of Law Practice Management.

    Other Info:

    • 60 Minutes
    • Audience: Advanced
    • CLM App Management Category -FS: Legal Industry/Business Management
    • CLE: Law Practice Management
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    • Sep 13

    Pros and Cons of Desktop as a Service

    When it comes to cloud services, first it was software (SaaS). Then it was servers (IaaS). Soon came backups (BaaS), disaster recovery (DRaaS) and email (Office 365 and G Suite). Now the focus has come to desktops. Firms have become fed up with the management, cost and security hassles of the desktop environment. Having that environment in the cloud sounds great, right? It can be amazing — if done right. Join this session to learn how to get all the benefits of Desktop as a Service, and avoid the pitfalls.

    Objectives:                         

    • Define Desktop as a Service (DaaS).
    • Discover the top considerations to avoid choosing the wrong provider.
    • Identify the most important topics to discuss with your board and/or IT.
    • Examine if DaaS is right for your firm.

    Audience Level: Intermediate

    Audience: This session assumes that participants have a working knowledge of information technology and systems in a law firm setting.

    Adam Citron brings more than 15 years of successful IT, strategy, sales, marketing, entrepreneurial and managerial experience to any organization. He has a unique ability to explain complex IT concepts with a very nontechnical method. Citron spends his time talking with business owners and C-level executives to cut through IT confusion and provide clear-cut education and strategic direction.

    Other Info:

    • 60 Minutes
    • Audience: Intermediate

    ACCREDITATION:

    CLM® Application Credit: 1hour in the category of Information Technology

    CLM® Application Credit for Functional Specialists: 1 hour in the subject area of Operations Management (OM) towards the additional hours required of some Functional Specialists to fulfill the CLM application.

    CLM® Recertification Credit: 1 hour in the subject area of Operations Management (OM)

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    • Sep 19

    Preventing Workplace Violence: Managing the Troubled Employee

    Presented by lead legal counsel for several Fortune 500 threat management teams, this program is a multidisciplinary examination of best practices concerning workplace violence prevention. Behavioral, legal and managerial considerations will be examined, with a specific emphasis on the role of the human resources professional within the workplace violence prevention team structure. Law and policy concerning social media monitoring, recent disability law developments concerning troubled employees, and the termination of dangerous individuals will be reviewed.

    Objectives:

    • Describe the composition and training of a workplace violence prevention team led by a human resources professional.
    • Recognize behavioral warning signs and escalating risk factors, including the nexus between bullying and violence.
    • Discuss disability law and accommodation of the troubled employee.
    • Examine key considerations in separating the threatening employee safely and legally.
    • Identify legal issues concerning social media monitoring of threatening individuals.

    Audience Statement: Attendees should have a working knowledge of workplace safety issues. No advance preparation is required.

    Speaker Information:

    Glen Kraemer is a Founding and Managing Partner of the employment law firm of Hirschfeld Kraemer LLP. He focuses exclusively on the representation of employers concerning discrimination and harassment claims, and personnel law compliance issues involving disability accommodations, wage/hour concerns, protected leaves, corrective counseling, and discipline and termination practices. For 18 consecutive years, Kraemer has served as the keynote speaker for the PIHRA Annual Legal Update Conference.

    Other Info:

    • 60 Minutes
    • Audience: Intermediate
    • CLM App Management Category -FS: Operations Management
    • CLE: Law Practice Management
    • HRCI: General Credit
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    • Oct 4

    The Art of the Process: Case and Matter Management Systems to Enhance Process and Workflow

    In this session, we’ll explore how the latest case and matter management tools are revolutionizing the way we approach work in law firms and departments. We’ll discuss how to make the best use of available technology to push your current-day legal practice out of the box. Additionally, we’ll focus on case studies of enhancement that achieved real results and collapsed traditional methods across many different practice areas. We will also look at who has the most to gain and how to articulate needs and expected benefits effectively. As you will hear — success lies in the art of the process.

    Objectives:

    • Examine the current and future case and matter management landscape.
    • Differentiate between other solutions, including when to use matter management versus document management, etc.
    • Discuss phases of process enhancement, including where to put the effort and how to go about it.
    • Evaluate specific, practical use cases and success stories.
    • Analyze building the business case and ROI.

    Audience Level should be Legal Department/Firm leadership, legal administrators and Legal operations professionals.

    Robin Snasdell is a Managing Director with Consilio where he leads the Law Department Management Consulting Team. He’s responsible for executing large client engagements and directing the strategic partner program. Snasdell offers more than 20 years of experience in strategic and operational consulting in the legal industry. He focuses on improving the business performance of law departments and firms, utilizing strategy, organizational design, change management, finance, technology, and business process. 

    ACCREDITATION:

    CLM® Application Credit: 1hour in the category of Information Technology

    CLM® Application Credit for Functional Specialists: 1 hour in the subject area of Operations Management (OM) towards the additional hours required of some Functional Specialists to fulfill the CLM application.

    CLM® Recertification Credit: 1 hour in the subject area of Operations Management (OM)

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    • Oct 11

    Equipment Leasing Considerations and Strategies

    Leasing can be a cost-effective way to facilitate the acquisition of new office and technology equipment. More than 80 percent of businesses in the United States lease equipment and the legal industry is no different. This session will decode the language of leasing and review the terms and conditions that will affect the process and economics of your lease. You will leave this session with a greater understanding of how firms are using leasing to facilitate office projects and maximize after-tax profits.

    Objectives:

    • Differentiate the different types of leases (capital lease, operating lease, tax lease).
    • Identify the pending lease accounting changes.
    • Discuss the considerations of leasing versus buying.
    • Identify the terms and conditions that affect the process and economics of your lease.
    • Examine and share case studies of how firms use leasing to facilitate office projects and maximize after-tax profits.

    Speaker Information:

    Christina Floyd is a Certified Lease and Finance Professional (CLFP), and has almost a decade of equipment leasing knowledge and dedicated experience working with the legal industry. Floyd holds a bachelor's degree in communications from St. John Fisher College and an MBA from St. John Fisher College. Additionally, she has successfully completed the Legal Management Finance Specialist Certificate Program through the ALA. In her tenure, Floyd has been instrumental in growing First American's Legal Business to more than 200 firms.

    Karen Leastman has more than a decade of equipment leasing knowledge and dedicated experience working with the law firm industry. She holds a bachelor's degree in business administration and finance from Roberts Wesleyan College. Since joining First American in 2003, she has been a key contributor in building First American's law firm division which now serves more than 200 law firms across the United States, including AMLAW 100 and 200 firms. As a Certified Lease and Finance Professional (CLFP), Leastman is a leader in the equipment leasing industry.

    Other Info:

    • 60 Minutes
    • Audience: Intermediate
    • CLM App Management Category -FS: Operations Management
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    • Oct 17

    Federal Labor and Employment Law Compliance Under the New Administration: Are You Prepared?

    This session will cover emerging issues under federal labor and employment law under the new presidential administration, including Title VII, the Fair Labor Standards Act, the Equal Pay Act and other laws. You'll learn about the evolving enforcement agendas of such agencies as the Equal Employment Opportunity Commission and U.S. Department of Labor. Additionally, you'll obtain practical advice on responding effectively when these agencies investigate or audit discrimination or harassment issues, exempt versus non-exempt status, and like issues.

    Objectives:

    • Describe how to set up your office for success to avoid trouble spots under these laws.
    • Assess risk or exposure when dealing with new laws or issues.
    • Identify employer rights and responsibilities upon receipt of a complaint, charge or audit notice.

    Audience Statement: This session assumes that participants have ten years of federal labor and employment law experience.

    • 60 Minutes
    • Audience: Advanced
    • CLM App Management Category -FS: Human Resources Management
    • CLE: Law Practice Management
    • HRCI: General Credit

    Speaker Info

    Todd Fredrickson, JD, is Managing Partner oftheDenver office ofFisher & Phillips LLP. He also serves as Chair of the firm's Diversity and Inclusiveness Committee. Fredrickson tries employment cases before juries, judges and arbitrators. His practice involves representing employers in various matters arising under such laws as Title VII, Americans with Disabilities Act (ADA), Family Medical Leave Act (FMLA), Age Discrimination in Employment Act (ADEA), National Labor Relations Act (NLRA), and Fair Labor Standard Act (FLSA). He also is one of a small number of Denver labor attorneys who practice traditional labor law.

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    • Oct 25

    Profit Patterns Using Matter Budgeting and Alternative Fees to Increase Profits

    This program will help law firm legal management professionals enhance their bottom line. Lawyers often make arrangements with clients to get their business with little knowledge of the cost or profitability of the specific engagement. The use of prospective matter budgeting can create a competitive advantage to offer more value to clients. The use of forensic matter budgeting can be used to identify why specific fee arrangements are more profitable than others. The discussion will also review a matrix of implementation issues including cost analysis, labor utilization and process efficiency.

    Objectives:

    • Review strategies for effective cost measurement, analysis and matter budgets.
    • Identify various alternative billing arrangements.
    • Discuss methods of implementation and how to evaluate options.
    • Identify profit patterns and possible planning scenarios.

    Speaker Information:

    Michael Moore, JD, is the Founder of Moore's Law, LLC, and helps both lawyers and law firms create professional success. Moore specializes in individual marketing, client development and leadership coaching and also advises law firms on strategic planning, growth initiatives and resource optimization. A frequent speaker at ALA events across the country, his current topics have included mentoring, leadership, financial management and strategic planning. Moore is also the author of The Lawyer's Toolkit for Creating Both Personal and Professional Success available from Thomson Reuters. 

    Other Info:

    • 60 Minutes
    • Audience: Intermediate
    • CLM App Management Category -FS: Financial Management
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    • Nov 1

    Ransomware and Social Engineering: What's the Big Deal and What to Do?

    Ransomware hackers are increasingly using phishing and other social engineering attacks to sneak into consumer and business computers, encrypt files containing documents and other important data, and demand a ransom to get back the files. They sometimes pose as the FBI or other law enforcement officials and claim that the ransom is a fine for viewing illegal material and that failure to pay the fine will result in criminal prosecution. Consumers, businesses and government agencies are falling prey to these schemes. Please join us for our course for legal management professionals and lawyers on ransomware and social engineering, and how you can help your clients (and yourselves) understand and deal with the financial and business risks these threats represent.

    Objectives:

    • Explain what ransomware and social engineering are, how they happen, and the dangers they pose.  
    • Discuss legal and law enforcement response and remedies.
    • Describe how to protect your clients and yourself. 
    • Discuss what happens if you do or don't pay the ransom.
    • Analyze the benefit of using an enterprise risk management approach.

    Audience Statement: This session assumes that participants have a working knowledge of Risk management, cyber security and social engineering in a legal environment. 

    Speaker Information:

    Rob Kleeger is the Founder and Managing Director of Digital4nx Group, Ltd., a boutique firm which offers regional digital forensics services for plaintiffs and defendants in various civil and criminal legal matters. Digital4nx Group provides digital forensic investigations, electronic discovery consulting and advisory service, incident response to data breaches and cybersecurity services, such as ethical hacking.

    Other Info:

    • 60 Minutes
    • Audience: Intermediate
    • CLM App Management Category -FS: Operations Management
    CLE: Law Practice Management
    Learn More
    • Nov 8

    Where Did the Time Go: Time Entry, Billing and Collection Solutions

    Many law firms, regardless of size, struggle with time entry, billing and collections. All three are essential for a profitable law firm. Time entries are the bread and butter of what lawyers do for their clients; it is the law firm's only inventory. Billing is arguably the most important management process in any law firm. The true measure of the financial health of a law firm is in its collections. Billable hours without collections are meaningless. This session will address best practices for contemporaneous time entry, prompt billing and timely collections and how to maximize all three for a more profitable law firm.

    Objectives:

    • Discuss the importance of establishing a time entry policy, specifically addressing the need for contemporaneous time entry and the impact it has on profitability.
    • Analyze the importance of prompt billing, alternative billing methods to increase revenues, and how to use billing as a client development and relations tool.
    • Discuss the need for loss prevention-oriented procedures for maximizing collections, specifically, review of firm engagement/retainer letters
    • Explain the impact of billing and collection write-offs on profitability.

    Audience Statement: This session assumes that participants have a working knowledge of financial management methods, billing methods and collection processes in a legal environment. 

    Frederick J. Esposito, Jr., CLM, is Executive Director of the regional law firm Rivkin Radler LLP, and has more than 25 years of law and accounting firm experience. He is a frequent speaker and author of articles on a wide-range of topics, including alternative fee arrangements and law firm profitability models. In December 2016, he became a Faculty Advisor for the Nassau County Bar Academy of Law, in June 2013, he was inducted into the National Speakers Association and in 2012 was named Long Island Business News' CFO of the Year. He is the only Certified Legal Manager on Long Island.

    Other Info:

    • 60 Minutes
    • Audience: Intermediate
    • CLM App Management Category -FS: Financial Management
    • CLE: Law Practice Management
    Learn More
    • Nov 13

    Conducting a Successful HR Audit

    Why consider an HR audit? More than 50 percent of our audits uncover pay practices (exemption status, overtime calculations, rounding rules and final pay practices) that can result in costly and damaging wage and hour claims. As an HR professional, your days fill up quickly. Urgent issues crop up regularly. High-priority issues are constant. So when it comes to federal and state compliance, it's nearly impossible to ensure that you've covered every detail. You know it's important, but there doesn't seem to be a way to get it all done. A proactive HR audit identifies areas of risk and provides the support and justification for resources needed to tackle your to-do list. HR audits gather the facts and set the stage for moving forward in a compliant and best-practice fashion. Audits are useful tools, not a dreadful experience — we promise!

    Objectives:

    • Examine why conducting an HR audit is a good practice.
    • Describe different kinds of HR audits.
    • Outline the audit process and what to include in it.

    Audience Statement: Attendees should have a working knowledge of human resources management. No advance preparation is required.

    Speaker Information:

    Joy J. Duce is Partner-in-Charge for Sikich Human Resource Consulting Services. She has significant experience in the development and implementation of policies and procedures that are compliant and aligned with the firm's business strategies, goals and objectives. Duce is perceptive at recognizing areas that need improvement and has the ability to develop and implement successful action plans. She has deep expertise in areas, including training, benefit administration, employee relations, performance management plan design, attraction and retention programs, organizational development programs, and leadership and employee development.

    Other Info:

    • 60 Minutes
    • Audience: Advanced
    • CLM App Management Category -FS: Human Resources Management
    • CLE: Law Practice Management
    Learn More
    • Nov 14

    Current Issues, Trends and Challenges Facing Today's Law Firms and What They're Doing About Them

    Each year, the Managing Partner Forum (MPF) conducts several surveys about issues important to law firms and their leaders. In April 2016, we conducted a survey of 147 managing partners and law firm leaders about their firm's leadership and governance models. At the MPF 2016 Leadership Conference, we deployed audience polling technology to capture data from 85 managing partners and firm leaders about what their firms are doing to invest in the future. In this fast-paced program, we'll highlight the key findings of these two recent surveys, providing thoughts and insights along the way. The session is highly interactive, involving the audience early and often.

    Objectives:

    • Discuss how law firms are responding to the rapidly changing and increasingly competitive marketplace for legal services.
    • Examine why smaller and midsize firms are operating more like businesses and less like collections of sole practitioners.
    • Identify what the strategic priorities are for smaller and midsize law firms, including investments in technology, marketing and business development.
    • Identify what leadership and governance models are being used by smaller and midsize law firms.
    • Outline what law firms are doing to attract and retain future talent.

    Audience Statement: This session assumes that participants have a working knowledge of legal services, business development, and marketing. 

    Speaker Information:

    John Remsen, Jr. is one of the country's leading authorities on law firm leadership, management, marketing and business development. After serving as marketing director at two major law firms, Remsen formed TheRemsenGroup, a consulting firm that works exclusively with law firms. In 2002, he created The Managing Partner Forum, a highly-acclaimed conference series for leaders of smaller and midsize law firms. In 2012, he was inducted into the College of Law Practice Management.

    Other Info:

    • 60 Minutes
    • Audience: Intermediate
    • CLM App Management Category -FS: Legal Industry/Business Management
    • CLE: Law Practice Management
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    • Dec 6

    e-Billing Best Practices and Readiness: From Angst to Assurance

    As technology advances within legal operations, e-billing is now an essential law department system to help manage the legal department and its spend. Whether you still have not made the move to e-billing — or you are on your second or third iteration of a product — this session will provide an important update to anyone engaged in legal department operations. We’ll highlight trends from the vendor landscape, as well as talk through best practices for getting the most value from investing in e-billing technology. Additionally, we’ll discuss using a maturity model to determine what aspects of e-billing a legal department may be ready for, including the basics of submitting electronic invoices to free up staff time to focus on higher-value work. We’ll also cover complex phased-based budgets and collaboration with external legal service providers.

    Objectives:

    • Discuss the vendor landscape in today’s market.
    • Identify best practices around e-billing and budgeting.
    • Outline how to get the most from e-billing.

    Audience Level: Intermediate

    Mary Jummati is Director, Legal Business Solutions at UnitedLex. She has more than 20 years of experience in strategic planning, leadership, project and program management, project management offices, software selection, enterprise software implementation, and change management. Her technology and legal industry knowledge allow her to partner with legal department operation teams and management to improve organizational effectiveness, with positive results in reduced cost and increased operational efficiency and quality.

    ACCREDITATION:

    CLM® Application Credit for Functional Specialists: 1 hour in the subject area of Operations Management (OM) towards the additional hours required of some Functional Specialists to fulfill the CLM application.

    CLM® Recertification Credit: 1 hour in the subject area of Operations Management (OM)

     

     

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    • Dec 13

    Burying the Billable Hour: Implementing Value Pricing in Your Firm

    Understanding how people make buying decisions is a key component to any successful pricing strategy. By grasping the concepts of how clients are influenced you can be better equipped to price successfully and increase your profitability. This session will provide a look at behavioral economics, marketing strategy, and customer psychology, and how these principles should be applied to pricing. Based on Ron Bakers best-selling book "Implementing Value Pricing: A Radical Business Model for Professional Firms," published by John Wiley & Sons, Inc, this session will confront the conventional wisdom embodied in the old law firm business model, which states the way to success is by leveraging people and hours, or We sell time. Learning

    Objectives:

    • Understand the First and Second Law of pricing and how they influence your pricing decisions

    • Learn how the anchoring and framing effects influence pricing

    • Comprehend what and how people buy

    • Learn the importance of price psychology and emotions

    • Why your firm should offer pricing options, rather than one price, take it or leave it

    • How to construct those pricing options

    • Why your firm should offer a value guarantee

    Audience Level: Essentials

    Speaker: Ron Baker began his CPA career in 1984 with KPMG, San Francisco. Today, he's the founder of VeraSage Institute and a radio talk-show host on the VoiceAmerica.com show, The Soul of Enterprise: Business in the Knowledge Economy. He is the author of seven best-selling books, including: The Firm of the Future; Pricing on Purpose; Measure What Matters to Customers; Implementing Value Pricing; and The Soul of Enterprise. Ron is a highly rated speaker who has spread his message to over 130,000 professionals.

    Audience Statement:   Attendee at any level will benefit from this session. No advance participation is necessary. 

    CLM App Management Category - Functional Specialist: Legal Industry/Business Management CLM

    CLE Language Law Practice Management

    Session Length 60

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    • Dec 19

    Captivate: Presentations That Engage and Win Over Today's Distracted Audiences

    What if you were the most amazing presenter in the world? What if every time you stood up to suggest a new idea or propose a change, people would listen and act on your recommendations? The good news is that anyone can learn to captivate an audience and command a room. In this session, you'll discover how to instantly build rapport with others, use your nervousness to your advantage and handle questions with confidence. Using the latest research and real-world success stories, you'll walk away equipped and inspired to make a lasting impact within your firm.

    Objectives:

    • Outline how to grab people's attention from your very first words and keep it throughout your presentation.
    • Discover the secrets to being perceived as more confident.
    • Explain how to field any question with poise and flair.
    • Demonstrate how to use PowerPoint to be more compelling.

    Audience Statement: This session assumes that participants have a working knowledge of communication skills in the legal industry. No advance preparation is required.

    • 60 Minutes
    • Audience: Intermediate
    • CLM App Management Category: Communication Skills
    • CLM App Management Category -FS:
    • CLE: Law Practice Management
    • HRCI: General Credit

    Speaker Info

    Steve Hughes is the President of Hit Your Stride, LLC, a consultancy that helps people look and sound smart when they talk. He is the author of Captivate, and his seminars have been featured on NPR, CBS and BBC Radio. Today, Hughes works with top law firms, Fortune 500 companies, national associations and leading universities.

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