On-Demand Webinars 

    • May 22

    Profit Planning and Cost Accounting for Law Firms

    Finance Most law firms do not believe that cost accounting applies to them, that it applies only to other industries like manufacturing. However, it is crucial for all law firms to implement a cost accounting system to understand their own business. How can you tell if a client, producer, division or office is profitable? Cost accounting can provide you with the answers to those questions. Many law firms face the same challenges when making management decisions, such as allocating overhead and establishing billing rates. These challenges can be overcome by understanding the costs associated with each producer. After understanding your firm's costs, all law firms should establish a profit plan. In this workshop, you'll get a hands-on learning experience that will teach you the fundamentals of understanding cost accounting as it relates to law firms. You'll also learn the practical steps it takes to create a profit plan that works toward your firm's revenue goals.

    Objectives:

    •Illustrate how to implement a cost accounting system.

    •Show how to establish cost-per-hour for each producer.

    •Identify profitability by producer, client, division and office.

    •Examine how to establish a profit plan for a law firm.

     

    Other Information:

    •Audience: Intermediate

    •CLM App Management Category -FS: Financial Management

     

    Speaker Info:

    Samuel J. Catanese is a Certified Public Accountant (CPA) and holds the position of Leading Partner of Catanese Group, PC. He focuses primarily on business planning and development, tax planning, financial and estate planning, and management consulting for closely held businesses, family-owned businesses, and individuals. Catanese serves as an adviser to a wide variety of companies in the health care, retail, real estate, construction and professional service industries as well as not-for-profit organizations. He is an expert in the areas of mergers, acquisitions, corporate financial plans, business valuations and sales of businesses.

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    • May 7

    How to "Save Like a Girl" - Closing the Retirement Savings Gap

    Human-Resources Despite the many roadblocks and challenges, women are poised to be good savers. In this webinar we will define what it means to "save like a girl" by understanding the challenges women face when it comes to earning, saving and investing, and we will discuss the solutions to improve financial outcomes.

    Objectives:

    • Explore access to a workplace retirement plan
    • Attribute equal pay for equal work
    • Understand your worth
    • Plan to talk to a financial professional
    • Learn the importance of saving early and saving often

    Other Info:

    Audience: Essential

    CLM Application Credit: Self-Management Skills

    Speaker Info:

    Ginger Brennan is the Senior Vice President and National Director of Sales and Marketing for the ABA Retirement Funds Program (the “Program”). Ginger is responsible for setting and driving the sales and marketing strategy for the Program and oversees all of the sales and marketing efforts and training for the entire Program sales team across the U.S. Ginger brings over 30 years’ experience in sales and sales management – recognized nationally as a top sales performer for 20 consecutive years. 

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    • Apr 25

    Contingency Planning – Are You Prepared for the Unexpected? Brought to you by NextPath Legal

    Legal-Industry Life happens.  Whether it’s an accident that leaves someone laid up in the hospital for two months, a life changing event or a sudden tragedy, unexpected things happen every day that change everything.  The question is not if something will happen, it’s when.  You can never be completed prepared for how a sudden event will change someone’s life, but you can prepare your business for the unexpected.  Our experts will explain how to develop a contingency plan and the critical elements of that plan.

    Objective:

    Upon completing this session, attendees will understand the elements of a successful contingency plan.

    Audience Level:

    Basic to intermediate.

    Speakers:

    Debbie Foster  is a Partner with the Affinity Consulting Group, where she specializes in technology, processes and management consulting for firms all over the country. In addition to regularly speaking for bar associations and other organizations on those topics, Foster is very involved with ALA and the Law Practice Division of the American Bar Association. She was also the Chair of ABA TECHSHOW 2010.

    Jeffrey S. Krause, Esq. is a Wisconsin attorney, legal technology and efficiency consultant with Affinity Consulting.  He has worked with hundreds of legal organizations across the country and has spent the last twenty years helping other lawyers choose the right technology, use it the right way and run their law practice like a business.  Krause is a past chair and long-time planning committee member of the Wisconsin Solo and Small Firm Conference as well as the Milwaukee Bar Association Law & Technology Conference.  In 2014, he helped develop the Wisconsin State Bar Association’s Business School for Lawyers initiative. 

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    • Apr 17

    Useful Tools of Adobe Acrobat Pro

    Legal-Industry 

    Adobe Acrobat Pro is filled with useful tools that can help you tame even the most lengthy and stubborn PDF documents. This session covers a number of tools that can help you to arrange pages, recognize text, annotate, redact, and more. Join Ivan Hemmans to explore these features and bring your own tips to share.

    Objectives:

    • Review Acrobat's tabbed interface
    • Explore available tools for creating and editing PDFs
    • See annotation tools
    • Discuss redaction
    • Touch on the Action Wizard

    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 with 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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    • Apr 9

    Succession Planning – Charting a Path to the Future Brought to you by NextPath Legal

    Legal-Industry Everyone wants to retire someday but attorneys face unique challenges.  Walking away from their life’s work and clients who have trusted their advice for years can be difficult.  Even if these challenges are overcome, how does the firm cope with the retirement of one of its key rainmakers or founders?  Who is going to take care of the clients and ensure they remain clients?  Where will new clients come from?  Succession planning lays the foundation for your firm’s future and creates a path forward through what could be a difficult transition.  Our experts will explain the key waypoints and how to plan for the inevitable hazards and detours as you plan for your firm’s future.

    Objective:

    After completing this session, attendees will understand the purpose of succession planning and how to begin creating a succession plan for their firm.

    Audience Level:

    Basic to intermediate.

    “The use of this seal confirms that this activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.”

    This seal may be used exclusively for activities that have been pre-approved by HRCI for 1 hour of General HRCI Credit. This approval is valid through 12/31/2019 and is not transferable.

    Speakers:

    Debbie Foster

    Debbie Foster is a Partner with the Affinity Consulting Group, where she specializes in technology, processes and management consulting for firms all over the country. In addition to regularly speaking for bar associations and other organizations on those topics, Foster is very involved with ALA and the Law Practice Division of the American Bar Association. She was also the Chair of ABA TECHSHOW 2010.

    Jeffrey S. Krause, Esq. is a Wisconsin attorney, legal technology and efficiency consultant with Affinity Consulting.  He has worked with hundreds of legal organizations across the country and has spent the last twenty years helping other lawyers choose the right technology, use it the right way and run their law practice like a business.  Krause is a past chair and long-time planning committee member of the Wisconsin Solo and Small Firm Conference as well as the Milwaukee Bar Association Law & Technology Conference.  In 2014, he helped develop the Wisconsin State Bar Association’s Business School for Lawyers initiative. 

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    • Apr 4

    The Win-Win-Win Experience: Bridge the Gaps for Team Success

    Communications During this general session keynote presentation, Kristen Brown will help you shift your thinking to create deeper connections with others so everyone is successful. When you help others succeed, your own success levels rise, too. But what does it take to step away from your own self-focused mindset and help those around you before helping yourself? Human nature prompts us to look out for No. 1 first — and that can serve us well in many cases. But to be an empowering leader and trusted team member who drives growth, or to be a high-performer who consistently exceeds expectations, you must step away from the me-first mentality. Instead, focus on those around you. When you embrace this paradigm shift it's a win-win-win for you, your team and your organization.

    Objectives:

    • Discover how your mindset and presence impacts your workplace success.
    • Examine how to shift your thinking and behavior so you are viewed more positively.
    • Create new ways to build a connection with your team so everyone wins.

     Other Information:

    • 60 Minutes
    • Audience: Intermediate

    Kristen Brown inspires busy professionals to minimize stress, leverage goals and boost performance to drive personal and bottom-line growth. She's a speaker, widowed mom and bestselling author who shares her Happy Hour Effect message with people-driven teams. She has a master's in integral theory (the art/science of perspective) and a holistic coaching certificate. She has shared her expertise on stage and screen, including "Live with Kelly," government, law firms and corporate teams.

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    • Mar 28

    Law Firm Succession and Contingency Planning - The Urgent Issue of Our Time and How to Address It

    FreeJoin the succession and contingency planning experts at NextPath Legal to explore this urgent issue of our time. With 50% of all practicing lawyers over 50 years old, now is the time to consider how to address what happens next -- before it becomes a crisis. Affinity Managing Partner Debbie Foster and GLJ Benefit Consultants National Program Director Alan Wilson team up to give you the tools to begin the tough conversations that need to begin now.
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    • Mar 27

    Uniform Process Based Management System Early Adopters (UPBMS) - 2nd Installment

    Legal-Industry  ALA is setting the industry standard by developing the UPBMS – the Uniform Process Based Management System. Part 1 was an introduction to the UPBMS. Now, in Part 2 of this two-part series, you’ll get an idea of the different ways the UPBMS is going to be a game changer for legal administrators. This webinar is for anyone who wants to get better ideas about how to determine the TRUE COST of the effort it takes to do and deliver ALL the work involved in our legal and business processes. We’ll explore how the UPBMS can be used. Whether you manage a firm or department, whether you’re attending the annual conference and joining us on Tuesday, April 16 from 2:15-3:45 p.m. for LI22 Improving Management Decisions using Process Mapping and Industry Standards, or you just want some ideas about how Version 2.0’s release affects you, you won’t want to miss this webinar.
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    • Mar 22

    Summit Series #2, Episode 3, Ethics

    In the second series of Webcasts, ALA presents a series of interviews with James Price, Founder and Managing Director of Experience Matters, and Nina Evans, Associate Head of the School of Information Technology and Mathematical Science (ITMS) at the University of South Australia (UniSA), who will talk with other legal management professionals on the drivers for good information asset management. Each one-hour webcast includes two interviews covering topics such as risk mitigation, business performance, and ethics.

    In this episode, James Price and Nina Evans talk about ethics and the ethical implications on information assets management practice, internal ethical environments and the external ethical environment.
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    • Mar 15

    Summit Series #2, Episode 2, Business Performance

    In the second series of Webcasts, ALA presents a series of interviews with James Price, Founder and Managing Director of Experience Matters, and Nina Evans, Associate Head of the School of Information Technology and Mathematical Science (ITMS) at the University of South Australia (UniSA), who will talk with other legal management professionals on the drivers for good information asset management. Each one-hour webcast includes two interviews covering topics such as risk mitigation, business performance, and ethics.

    In this episode, James Price and Nina Evans discuss business performance and the effects on information assets management practices, revenue, cost, productivity, competitive advantage and decision-making.
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    • Mar 13

    What's EQ Got to Do with It: Using Emotional Intelligence to Maximize Everything

    Communications Emotional Intelligence (EQ) is a powerful tool that can inspire how you see and respond to the world around you. Utilizing your EQ can have a profound positive effect on you as well as the people you work with.

    Developing your EQ can give you skills to: enhance relationships, communicate more effectively, read and appropriately respond to the social cues of others, and successfully manage your own emotions.

    In this fun and engaging session, we will look at the impact of using EQ both personally and professionally and discuss how it can profoundly affect your success and happiness. You will not only gain a better understanding of what EQ is, you will also learn practical ways to incorporate EQ into your work with all kinds of people and leave with valuable tools that you can utilize immediately.

    Objectives:

    •Identify the 5 main factors of emotional intelligence and how those factors can play into personal and professional success.

    •Implement numerous strategies for seamlessly incorporating emotional intelligence into your personal and professional lives.

    •Utilize tools and resources presented in the workshop that show EQ in action.

    •Assess your own EQ and areas of strength and opportunities to grow.

    Other Information:

    •Audience: Intermediate

    •CLM App Management Category: Communication Skills

    Speaker Info:

    Kari Knutson is the Founder of Knutson Consulting, which focuses on helping people transform their organizations through developing interpersonal skills and bridging cultural and communication divides. She's an energetic speaker who is passionate about connecting with her audience. She holds master's degrees in higher education administration and counseling and puts these degrees to good use as a professional speaker and counselor.

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    • Mar 12

    Pay Equity in Law Firms: Using Data to Identify and Address Potential Issues

    Legal-Industry  Although pay equity litigation has been a prominent concern for employers for a long time, law firms have recently become the target of compensation litigation, either at the individual level, or as part of a class action.

    As a result, law firms of all sizes are increasingly reviewing their hiring, promotion, and compensation practices to identify potential issues and, when necessary, make remedial adjustments and/or policy changes.  

    The cornerstone of this investigation is a review of the firm’s human resources data and documentation. However, if the analysis is not conducted properly, the findings may be misleading, which will result in incorrect decisions made by the firm.

    Objectives:

    1. Determine the best practices for a statistical analysis of a law firm’s data.
    2. Learn the best compliance strategies from a data standpoint.
    3. Enumerate practical tips for identifying and addressing potential issues.

    Speaker Info:

    Julie Frizell is a Director in the Washington, D.C. office of Resolution Economics LLC. Frizell has extensive experience in managing complex data bases, including federal employment data, to analyze the effects of employment practices and policies, such as discrimination allegations related to hiring, promotion, compensation, and termination. She has provided consulting and expert services in preparation for litigation and arbitration in single-plaintiff, multi-plaintiff and class action matters. Frizell has also provided economic loss valuations and damage estimates in employment discrimination and federal and state wage and hour cases, as well as assisted in the institution of pro-active monitoring of internal audits.

    Paul White is a Partner of Resolution Economics, LLC, and the head of the firm’s Washington, D.C office.  Dr. White is a labor economist with significant and distinguished experience in all aspects of the application of labor economics and statistical methods to problems involving labor and employment issues. His practice areas cover all aspects of employment discrimination cases, including compensation, hiring, promotion, and termination. Dr. White’s labor and employment practice also includes EEOC investigations, OFCCP investigations of federal contractors, proactive monitoring of compensation and employee selections, FLSA wage and hour cases, economic damages (single-plaintiff, multi-plaintiff, and class actions), union contract negotiations, and NLRB hearings. Additionally, Dr. White has conducted analyses on mutual fund trading practices, asbestos exposure, and prescription drug pricing. Dr. White has testified numerous times in local, state, and federal courts.


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    • Mar 12

    How Well Is Your Financial Wellness? Where Long-Term Care Fits In

    Free Free Webinar  Do you correlate money with stress? If you answered “yes”, you’re not alone.  According to the 2017 Stress in America Survey, 62% of Americans believe money and stress go hand in hand.  Bring your thinking caps and questions as we explore the world of financial wellness programs for law firms, and where long- term care planning fits into the puzzle.

    National experts and sought-after speakers will take a detailed look into the big picture of saving, and what many law firms may be missing.  Learn the key aspects of a financial wellness program:

    1. What is most important to employees?
    2. Where is the disconnect between financial wellness tool offerings?
    3. Should I be planning for the immediate need or the future?

     

    Objectives:

    • Understand issues with financial wellness that employees will face
    • Take away strategies for implementing financial wellness with long term care planning
    • Gain insight into how financial planning strategies can change between men and women

     

    Other Info:

    Audience Level: Intermediate with 5 years of law firm leadership, benefits and legal administrators/operations professionals experience.

    HRCI 2019
    “The use of this seal confirms that this activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.”

    This seal may be used exclusively for activities that have been pre-approved by HRCI for 1 hour of General HRCI Credit. This approval is valid through 12/31/2019 and is not transferable.


    Speaker Info:

    Rob Morrow is an accomplished speaker who facilitates the LTC conversation among HR and benefit professionals.  Rob’s past experience as a high school teacher and coach lend to his ability to break complex terms in understandable content.  Rob carrier a bachelor’s degree from the University of Washington and was a former assistant coach to their men’s basketball team.

    Register at https://attendee.gotowebinar.com/register/516377236895080963

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    • Mar 8

    Summit Series #2, Episode 1, Risk Mitigation

    In the second series of Webcasts, ALA presents a series of interviews with James Price, Founder and Managing Director of Experience Matters, and Nina Evans, Associate Head of the School of Information Technology and Mathematical Science (ITMS) at the University of South Australia (UniSA), who will talk with other legal management professionals on the drivers for good information asset management. Each one-hour webcast includes two interviews covering topics such as risk mitigation, business performance, and ethics.

    In this episode, James Price and Nina Evans talk about risk management including compliance risk management, business continuity, security, discovery and reputational damage. 
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    • Mar 7

    Workplace Internal Investigations: A Novel Approach

    Human-Resources If the truth isn't found in an investigation or inquiry, trust can wither and litigation risk can skyrocket. HR and legal management professionals often conduct investigations but receive limited training on this critical skill set. This presentation provides a proven phase-based process model, practical and actionable techniques, and critical insight for assessing, planning, understanding and completing investigations. The dynamic, multimedia presentation also leverages critical thinking and systems approach through an engaging story as we walk through the process.

    Objectives:

    •Review and apply an investigative model to make the best decisions with a systems approach.

    •Apply critical thinking to ensure objectivity, focus on key information and withstand scrutiny.

    •Identify and comprehend the best practices and the common failures during investigations.

    •Examine risk management from the clients' perspective and apply better guidance.

    Other Information:

    •Audience: Intermediate

    •CLM App Management Category -FS: Human Resources Management

    “The use of this seal confirms that this activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.”

    This seal may be used exclusively for activities that have been pre-approved by HRCI for 1 hour of General HRCI Credit. This approval is valid through 12/31/2019 and is not transferable.

    Speaker Info:

    Max Dubroff has HR experience that includes teaching and consulting as a business partner and as a director. He retired from the U.S. Air Force, having specialized in security, law enforcement and anti-terrorism. He is the former Chairman of a nonprofit board and a former Commissioner. His education includes a bachelor's in psychology and a master's in human resources and he has earned senior-level certifications in human resources from HRCI and SHRM.

    Christine Cave is Director and Employment Attorney at Employers Legal Resource Center in Oklahoma City. Her experience includes business ownership, volunteering on many local and national nonprofit boards, lecturing and teaching on business and litigation-related topics, and representing businesses and management in lawsuits. She has served as the Chairperson of the Oklahoma Bar Association Labor & Employment Section. Additionally, she has earned senior-level certifications in human resources from HRCI and SHRM.

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    • Feb 19

    Stand in Your Power: Building Influence and Impact

    Communications Your personal brand is how you are known, and the value others assign you. Often, the way others see us does not match how we see ourselves. But the way they see us directly influences their desire to offer us opportunities. To influence and impact stakeholders, professionals need to have a clear and compelling personal brand. In this lively presentation, we'll discuss secrets to personal brand strategy, with an emphasis on messaging, social media and body language as keys for success. Using real examples from the legal industry, you'll see how successful professionals build influence and manage their careers.

    Objectives:

    •Recognize the importance and relevance of personal branding.

    •Identify how to build and maintain a meaningful and impactful reputation.

    •Outline ways to impart credibility, influence and meet the needs of stakeholders.

    •Show how to build executive presence and influence.

    •Examine ways to increase confidence and the likelihood of career success.

    Other Information:

    •Audience: Intermediate

    Speaker Info:

    Lida Citroen is an international reputation management and brand specialist who designs and enhances the identities of executives and professionals. Her specialty is personal branding, the practice of promoting value, managing reputations both online and in person, and building executive presence with a target audience. The author of two best-selling books on personal branding, Citroen is an engaging and impactful speaker who empowers global audiences with the tools to directly impact in their career.


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    • Feb 14

    Do You REALLY Know How Much it Costs to Run Your Firm? And Do You Really Know Who is Doing What Activities?

    Operations Without data and insights about the efforts it takes to run the business of law, it is challenging to hire and staff appropriately, price legal work, determine profitability, improve processes, and more.

    Now there is a way to gain this deeper understanding. Please join us for a webinar that explains the benefits of using the ALA’s standard task codes, what they are, and how your colleagues are becoming early adopters to the UPBMS. 

    Discover how they use this common language to describe legal support activities. This leads to improved management, tools, processes, and procedures.  The UPBMS is the foundation for creating competitive advantages. 

    Catherine Alman MacDonagh, JD, teaches and provides training and consulting services in process improvement and project management, strategic planning, marketing and business development. A Legal Lean Sigma Black Belt and a certified Six Sigma Green Belt, MacDonagh is the Chief Executive Officer and a Founder of the Legal Lean Sigma Institute (LLSI). A former corporate counsel and law firm executive, she is now an adjunct professor at Suffolk Law School and George Washington University's Master of Law Firm Management Program, as well as the author of Lean Six Sigma for Law Firms.

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    • Feb 13

    Creating an Empowered Environment

    Communications This session is designed as a follow-up to the "Changing Role of the Legal Secretary." Many managers approached me after that session and asked how they could create an empowered environment when implementing change. In this session, we'll train managers on conflict resolution, how to listen for their staff's greatness, and identify ways to shift the perspective of their employees — as well as their own perspective — so that everyone is empowered in the workplace.

    Objectives:

    •Recognize common obstacles and pitfalls when creating an empowering environment.

    •Discuss how to respond rather than react.

    •Identify ways to break free of the "drama triangle."

    •Discover five ways to generate an indispensable and empowered team.

    •Outline three quick ways to create an empowered environment.

    Other Information:

    •Audience: Intermediate

    •CLM App Management Category: Organizational Development

    Speaker Info:

    Jennifer Hill is President of JHill's Staffing Services, a Division of Marcum Search LLC. She began recruiting in 2003 and has recruited for top tier law firms and corporations throughout the United States. Hill also hosts a weekly radio show on LA Talk Radio, called "Get Yourself the Job," with more than 30,000 listeners a month, where she interviews experts and authors from around the world on the subject of landing one's dream job. Jennifer has earned a B.A. in Psychology from the University of California Irvine, and currently is a part of the Dean's Leadership Society with UCI.

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    • Feb 6

    Stop Rearranging the Chairs™: Leading in Times of Change and Crisis

    Communications Even more meaty than the book on moving cheese, this webinar will equip you with change management skills. With real world examples on how NOT to lead when things hit the fan with simple guidance to keep leaders from panicking, Stop Rearranging the Chairs™ will entertain you and improve your leadership skills.

    In this webinar, you’ll learn how to quickly assess priorities, be decisive when it’s needed the most and maintain your sanity when it seems the world is changing or at times, falling apart. Whether a massive change is under way or you simply want to be prepared for future organizational developments, this webinar is designed with the new and veteran leader in mind. Manage more change than you thought possible while keeping everyone safe and engaged with this interactive, engaging one-hour webinar!

    Objectives:  

    • Avoid panic and excessive stress in times of duress
    • Keep a cool head and still direct those looking to be led on the team
    • Make tough decisions in times of change (including a change in workforce size)
    • Motivate and engage those you lead even more than you did when things were normal!

    CLM Application Credit: Organizational Development

    “The use of this seal confirms that this activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.”

    This seal may be used exclusively for activities that have been pre-approved by HRCI for 1 hour of Business Management and Strategy Credit. This approval is valid through 12/31/2019 and is not transferable.

    Speaker

    Monica Wofford, CSP, has been a manager since 1989, but showed leadership skills as early as the second grade, creating a sales team for pencil sales to fellow students. Her training firm, Contagious Companies, was founded on the premise that leadership isn't something you're born with but is developed. She's also the author of Contagious Leadership and Make Difficult People Disappear.

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    • Jan 17

    Traditional Long-Term Care Insurance vs. Combo Long-Term Care Insurance/Life

    Operations What happens when you combine a life insurance with long term care insurance and offer it to law firms?  Find out in this dynamic session as we explore the nuances between traditional and combination long term care insurance programs. 

    Objectives:

    1. Determine the main objectives employees will present when evaluating their long- term care needs, and how to answer them
    2. Learn how life insurance can play a role in long-term planning
    3. Hear how law firms are able to offer both a traditional and combo long-term care insurance plan

    Audience Level: Intermediate with at least 5 years’ experience in law firm leadership, benefits managers, legal administrators and operations professionals

    Rob Morrow is an accomplished speaker who facilitates the LTC conversation among HR and benefit professionals.  Rob’s past experience as a high school teacher and coach lend to his ability to break complex terms in understandable content.  Rob carrier a bachelor’s degree from the University of Washington and was a former assistant coach to their men’s basketball team.

    “The use of this seal confirms that this activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.”

    This seal may be used exclusively for activities that have been pre-approved by HRCI for 1 hour of General HRCI Credit. This approval is valid through 12/31/2019 and is not transferable.

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    • Jan 16

    Developing an Associate-Marketing Training Program

    Human-Resources The legal economy is growing, and law firms are again focusing on training and retaining their associates. Progressive law firms want to help their associates become next-generation rainmakers and find that associates stay longer at firms that provide professional skills training. Of course, first-year lawyers should undertake different activities than seventh-years, which makes it difficult to provide a customized education. In this presentation, we'll lay out a step-by-step, year-by-year program for how firms can turn their associates into rainmakers and give a detailed plan for the specific marketing activities associates should undertake at each stage of their career. Additionally, we'll cover how to create your own effective internal educational program. Each attendee will receive a free copy of the presenter's book, The Ultimate Law Firm Associate's Marketing Checklist.

    Objectives:

    •Examine the decade-long arc of associate-marketing development.

    •Identify what marketing activities associates should undertake at each stage of their career.

    •Discover the single activity that is the greatest predictor of rainmaking success.

    •Show how to develop your own internal training program.

     

    Other Information:

    •Audience: Intermediate

    •CLM App Management Category -FS: Human Resources Management

     

    Speaker Info:

    Ross Fishman is the Chief Executive Officer of Fishman Marketing where he helps firms with branding and websites. He has given more than 300 presentations worldwide on marketing ethics, including highly rated sessions for ALA. A former litigator, Marketing Director and Marketing Partner, Fishman's campaigns have received the Legal Management Association's (LMA) Best of Show award five times. He was the first marketer inducted into LMA's Hall of Fame (2006).

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    • Jan 8

    SEO and Social Media - What They Really Mean and How Your Firm Should Use Them

    Legal-Industry Both SEO (search engine optimization) and social media are extremely important concepts, but are often both confusing and misunderstood. In this session, we'll explore the core concepts of each in plain English. Even more importantly, we'll discuss why your firm should initiate or continue using one or both initiatives. Whether your goal is business development, marketing, or employee attraction and retention, you'll leave this session knowing how to better communicate in language understandable to attorneys, marketing and professional staff.

    Objectives:

    •Define "one version of the truth" when it comes to SEO and social media, so those at your firm can use terms and concepts congruent with your business objectives.

    •Identify opportunities to improve current SEO and social media initiatives with simple enhancements.

    •Discover which SEO and social media projects are worth pursuing, and which will yield the best results.

    •Explain how best to communicate ideas with marketing departments and/or marketing/PR business partners, to align with agreed-upon metrics of success.

     

    Speaker Information:

    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.

    •60 Minutes

    •Audience: Intermediate

    •CLM App Management Category -FS: Legal Industry/Business Management

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    • Dec 19

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

    Communications 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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    • Dec 13

    Burying the Billable Hour: Implementing Value Pricing in Your Firm

    Legal-Industry 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 6

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

    Legal-Industry 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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    • Nov 16

    Summit Series 3, Lee Broekman and Catherine Alman MacDonagh, JD

    Ari Kaplan, leading legal industry analyst and Founder of Lawcountability will be interviewing Lee Broekman, Principal of Organic Communication on her book titled "Stop Blocking, Start Connecting." The second interview will be with Catherine Alman MacDonagh, JD, Founder of the Legal Lean Sigma Institute, on her book titled, "Lean Six Sigma for Law Firms."

    Not a member and want to register for all three (3) upcoming Author Series programs at a special rate? Learn More

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    • Nov 14

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

    Legal-Industry Each year, the Managing Partner Forum (MPF) conducts several surveys about issues important to law firms and their leaders. We conducted a survey of managing partners and law firm leaders about their firm's leadership and governance models. At the MPF 2017 & 2018 Leadership Conferences, 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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    • Nov 13

    Conducting a Successful HR Audit

    Human-Resources 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
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    • Nov 9

    Summit Series 2, Greg Satell and Heidi K. Gardner, PhD

    Ari Kaplan, leading legal industry analyst and Founder of Lawcountability, will be interviewing author Greg Satell, best selling author and public speaker, about his book, "Mapping Innovation: A Playbook for Navigating a Disruptive Age." The second interview will be with Heidi K. Gardner, PhD., Distinguished Fellow in the Center on the Legal Profession at Harvard Law School on her book titled, "Smart Collaboration."

    Not a member and want to register for all three (3) upcoming Author Series programs at a special rate? Learn More
    Learn More
    • Nov 8

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

    FM Icon - Large 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., MBA, CLM, is Chief Operating Officer 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

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    • Nov 6

    Pros and Cons of Desktop as a Service

    Operations 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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    • Nov 2

    Summit Series 1, Spencer X. Smith and Jordan Furlong

    Ari Kaplan, leading legal industry analyst and Founder of Lawcountability will be interviewing Spencer X. Smith, digital marketing expert and Founder of Spencer X. Smith Consulting on his book, "ROTOMA: The ROI of Social Media 'Top of Mind." The second interview will be with Jordan Furlong, leading analyst of the global legal market on his book, "Law is a Buyers Market.

    Not a member and want to register for all three (3) upcoming Author Series programs at a special rate? Learn More

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    • Oct 22

    Profit Patterns Using Matter Budgeting and Alternative Fees to Increase Profits

    FM Icon - Large 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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    • Oct 17

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

    Human-Resources 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 11

    Equipment Leasing Considerations and Strategies

    Operations 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 4

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

    Legal-Industry 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)

    Learn More
    • Sep 19

    Preventing Workplace Violence: Managing the Troubled Employee

    Operations 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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    • Sep 6

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

    Legal-Industry 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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    • Aug 22

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

    Human-Resources 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
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    • Aug 20

    Creating a Culturally Competent Law Firm

    Human-Resources Cultural competence is an awareness of the cultural differences that makes each person unique; it is the ability to interact with and appreciate belief systems that differ from our own, thereby creating a way for everyone to work cross culturally.

    The goal of this presentation is to enhance knowledge and skills for building and maintaining a multicultural organization and becoming positive change agents for our workplaces. This program asks participants to understand and reflect on their role as a leader responsible for promoting inclusion and building successful and effective working relationships within our organizations.

    Objectives:

    • Define diversity and culture and its impact on relationships within our organizations.
    • Identify our unconscious biases and how they impact our culture and hiring decisions.
    • Demonstrate the importance of collaborative working relationships with diverse others and the benefits of diverse perspectives in problem-solving.
    • Recognize the importance of infusing diversity into our organizations to achieve a more productive, respectful and cooperative work environment.
    • Develop a plan of action for becoming a change agent for diversity in our companies and community.

    Rita F. Garrett is Office Administrator of Kutak Rock LLP in Atlanta, Georgia and an active member of ALA. She is Vice Chair for its Committee on Diversity & Inclusion, assuming the Chair position in May 2018.

     


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    • Aug 14

    It's No Fun If You Can't Negotiate

    Communications 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 Executive Director at Newmeyer & Dillion, LLP. She started her career in a legal assistant/paralegal role, and the past 20 years have been spent as either an Executive Director or Director of Finance/Controller. Waligorski has been a speaker on both law firm accounting and human resources topics. She has also been an ALA e-learning Law Firm Accounting and Financial Information and Analysis instructor for the past three years. Most recently, she was the Finance Instructor at the Law Firm Management Essentials Conference and presented "It's No Fun if you Can't Negotiate" at the HR Conference.

    Other Info:

    • 60 Minutes
    • Audience: Intermediate
    • CLM App Management Category: Communication Skills
    • CLE: Law Practice Management
    • HRCI: General Credit
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    • Aug 2

    Advanced Excel Tips and Tricks

    Operations 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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    • Jul 18

    New Money: Managing Law Firm Revenue at Client Intake

    FM Icon - Large 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
    Michael Ferdman
    joined Intelliteach in 1996 and is responsible for the operations and marketing of the Managed Services division, leading a network of employees and managers stationed throughout the country. Ferdman has held a variety of positions throughout his 18-year tenure with the Company, including A/R consultant, client development, marketing director, and services and products development. Prior to joining Intelliteach, Ferdman served as the Managing Director of Ness Trading, an international inventory brokerage firm.  Prior to that, he served as Marketing and Operations Manager for State Auto Supply, a large Midwestern wholesale distributor.

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    • Jul 12

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

    Legal-Industry 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.

    Amy Stevens is a Business Analyst at the United States Patent and Trademark Office. Prior to working with the eMod and PAIR team, Amy worked extensively with the Patent Electronic Business Center (EBC) as a team lead as well as an agent on the phone.  As a member of the EBC assisted customers with filing patent applications online through EFS-Web, technical troubleshooting, assistance with viewing application documentation in PAIR, and later becoming a team lead to handle customer escalations and supervise a team of 25.  Amy received a Bachelor of Arts from James Madison University in 2003, started working at the USPTO in 2006, and her ITIL certification in 2009.

    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 5

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

    Operations 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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    • Jun 20

    Developing an Effective Working Relationship between Your Firm’s Managing Partner and Principal Administrator

    Legal-Industry We’re proud to present this webinar in partnership with The Managing Partner Forum (www.managingpartnerforum.org) and the ABA’s Law Practice Division (https://www.americanbar.org/groups/law_practice.html).

    Your law firm is a business and, as such, it’s critically important to have a strong, competent, strategic leadership team to keep your firm profitable and deliver value to clients and firm owners. 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
    John Remsen, Jr. (Moderator)
    President, TheRemsenGroup

    Oliver Yandle, JD (Moderator)

    Executive Director, Association of Legal Administrators

    David L. Arnold

    COO, Pender & Coward, PC

    Valerie A. Williams

    Administrator, Pender & Coward, PC

    John C. McCollough, Esq.

    Managing Partner, McCullough Hill Leary, PS

    April Campbell, JD

    President, Association of Legal Administrators

    Director of Administration, McCullough Hill Leary, PS


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    • Jun 14

    What's NOT Being Said NEEDS To Be Understood

    Communications 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
    • May 15

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

    FM Icon - Large 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.


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    • May 10

    A Transgender Experience: A Personal Account

    Human-Resources 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
    Lt. Rachel Esters is a graduate of the School of Police Staff and Command at Northwestern University and is a 22-year veteran with the Larimer County Sheriff's Office in Fort Collins, Colorado. While an executive member of her organization, she was both a leader and the subject employee during her gender transition. In 2013, Esters shared with friends and co-workers that she was transgender, and since that announcement, she has made the physical and social change of gender from male to female while serving in a law enforcement agency.
    Learn More
    • May 3

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

    Legal-Industry 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
    • Apr 18

    Proving Cybersecurity Due Diligence For Your Firm

    Operations 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
    • Apr 12

    Impacting Financial Performance: Key Performance Indicators

    FM Icon - Large 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 5

    Advanced 401(k) Planning and Strategies

    Human-Resources 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
    • Mar 20

    Diversity & Inclusion: 60 Tips in 60 Minutes

    Human-Resources Why is diversity important, and how can we do a better job bringing diversity and inclusion to our lives and the workplace? Businesses must pursue diverse talent and achieve real inclusion if they want to be successful beyond today, and into tomorrow. This PowerPoint presentation in a visually pleasing, graphically rich format explores the subjects of diversity and inclusion. Beginning with a fundamental understanding of diversity and its many dimensions, participants will achieve greater comprehension of the types and layers of diversity, beyond those as defined by the Equal Employment Opportunity Commission (EEOC). Once the concept of diversity is explored, how do we go on to create real inclusion? How can we create policies and procedures that support our definition of success? What strategies can we employ, and where can we get help if we need it?

    Objectives

    1. Distinguish the differences between diversity and inclusion and why both are essential for a successful program.
    2. Identify pitfalls and barriers to diversity and inclusion to be more familiar with common biases, and how to foster awareness of these unconscious beliefs and counteract them.
    3. Recognize workplace and recruitment/retention considerations related to differences including religion, age, disabilities, gender issues, sexuality, gender identification, and military status.
    4. Discover strategies to help diverse people succeed in the workplace.
    5. Apply resources to support your diversity and inclusion efforts.

    Rita F. Garrett is Office Administrator of Kutak Rock LLP in Atlanta, Georgia and an active member of ALA. She is Vice Chair for its Committee on Diversity & Inclusion, assuming the Chair position in May 2018.

    Michael G. Stephens, is Director of Human Resources & Diversity for Alston & Bird LLP in Atlanta, Georgia and an active member of ALA and its Committee on Diversity & Inclusion. 

    Learn More
    • Mar 14

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

    FM Icon - Large 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
    Jay Erdman, CPA, a Principal in Rippe & Kingston, LLC, consults with a large number of law firms across the country on a range of topics, including partner development and financial management issues. Erdman earned his degree in accounting and management from the University of Cincinnati and has more than 35 years of accounting experience and law firm specialization.
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    • Mar 8

    The Financial Reporting Checklists Every Firm Should Be Doing

    Finance 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

    With more than 10 years' experience, Rebecca Kelley, CPA, helps lead the Accounting Solutions Group at EKS&H. She offers clients expertise in accounting processes including: compilations, payroll accounting, accounts payable and receivable, month-end processes, procedures, and review and utilizes a variety of accounting software including MAS90, Great Plains and QuickBooks. As a QuickBooks Certified ProAdvisor, Kelley has extensive experience in optimizing QuickBooks to meet the individual needs of clients.

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    • Mar 1

    Trello: Increase Your Productivity Overnight

    Communications 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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    • Feb 14

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

    Legal-Industry 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
    Chuck Gallagher is a business ethics expert, consultant, keynote speaker and author. His business insights are sought after for his strong position on ethics and ethical leadership, and he's been featured on CNN, CBS and NPR. His expertise includes sharing practical, tested and time-proven methods that can enhance personal and professional success.
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    • Feb 13

    ADA and ADAAA Training for Human Resources

    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
    Renee Culotta, JD, has practiced labor and employment law for 20 years. Her expertise is in providing proactive employment counseling to avoid litigation. She is a frequent speaker, training management and employees on myriad employment issues. Culotta is also an experienced litigator, having successfully defended harassment and discrimination lawsuits, including claims involving age, race, sex, religious and disability discrimination.
    Learn More
    • Feb 8

    How to Move your Entire Firm to the Cloud

    Operations 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.


    Learn More
    • Feb 1

    Social Media, Digital Marketing Mechanics and More

    Legal-Industry 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
    Audrey Ehrhardt, JD, CBC, is the Founder of practice42, an innovative solutions company for lawyers. Ehrhardt has experience in building and running successful law practices and corporations nationwide. Her expertise gives her a unique perspective when working with a variety of clients. Additionally, she speaks nationally on topics such as business strategy, marketing in today's multiplatform landscape and team building.
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    • Jan 17

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

    Communications 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 — not 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

    Kristen Brown inspires busy professionals to minimize stress, leverage goals and boost performance to drive personal and bottom line growth. She's a speaker, widowed mom and bestselling author who shares her Happy Hour Effect message with people-driven teams. She has a master's in integral theory (the art/science of perspective) and a holistic coaching certificate. She has shared her expertise on stage and screen, including "Live with Kelly," government, law firms and corporate teams.

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    • Jan 11

    Building Effective Mentoring Programs

    Human-Resources 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

    Rik Nemanick, PhD, is a co-founder of the firm The Leadership Effect, which focuses on helping organizations identify and develop their leadership talent. Rik has been consulting since 1997 with companies as diverse as Monsanto, the St. Louis Circuit Attorney, Boeing, Thompson Coburn, Anheuser-Busch and Sandberg Phoenix von Gontard. He focuses on executive assessment, coaching and mentoring programs.


    Learn More
    • Jan 4

    How to Tell When Someone Is Lying

    Communications 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.

    Traci Brown is a Body Language and Unconscious Persuasion Expert. Through dynamic presentations, she assists groups across all industries learn the tools to hear "yes" more easily and more often. Brown trains lawyers to be more successful in vior dire using body language. She is a frequent guest on local and national TV shows to decode body language.

    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
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    • Dec 20

    Difficult Decisions: When Ethics & Orders Cross

    Legal-Industry 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 chief operating officer at Lowndes, Drosdick, Doster, Kantor & Reed in Orlando, Florida.  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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    • Dec 7

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

    Operations 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 1

    How to Build a Budget You Can Count On

    FM Icon - Large The end of the year is approaching and your managing partner or executive director has asked you to prepare the budget for the firm. Where do you start? How can you accurately predict and then control the financial results for the next year? How do you get it approved? This introductory session will answer these questions and more, as well as provide you with a working model spreadsheet in Excel.

    Objectives:

    • Identify the key drivers in building a budget.
    • Determine how to predict accurate financial results.
    • Devise how to control the financial results for the new year
    • Discuss how to get the budget approved.

    Mike Palmer is a former CPA and Executive Director of Allen Matkins Leck Gamble Mallory & Natsis LLP, a California-based law firm with 200 lawyers and five offices. An ALA member since 1987 and a past president of ALA, Palmer has worked in public accounting and has held various finance and administration positions, in addition to his law firm experience of more than 29 years.

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    • Nov 16

    Reality-Based Accountability: Hardwiring Accountability into Your Workforce and Coaching for Great Performance

    Human-Resources Everyone is talking about accountability, but few organizations are actually successful in ensuring that personal accountability is hardwired into their talent and everyday business operations. Accountability has been elusive for many organizations, as they have not yet come to understand how to calculate the true value of an employee, how to drive it through great leadership, and how to measure the results. Join the reality-based revolution as we break down the core competency of personal accountability and give you no nonsense, workable strategies to hire for, coach for, and develop for accountability in your workforce!

    Objectives:
    • Develop a true understanding of the four elements of the competency of accountability.
    • Discover the relationship between accountability and engagement.
    • Examine the importance of coaching and mentoring in the development process.
    • Identify a variety of performance management techniques.

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

    • 60 Minutes
    • Audience: Intermediate
    • CLM App Management Category: Organizational Development
    • CLM App Management Category -FS: Human Resources Management
    • CPE Field of Study: Personnel/HR
    • CLE: Law Practice Management
    • HRCI: General Credit
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    • Nov 2

    Workplace Violence: How to Keep Your Organization Safe

    Operations It is an unfortunate fact that, on average, not a week goes by without news media coverage of the latest workplace homicide. Many believe that the acts of violence in the workplace are random and unpredictable, when in reality, many cases are completely preventable. This presentation provides large and small employers with the tools they need to prevent workplace violence and keep their business safe. It includes exercises and scenarios designed to prepare people for real-life situations.

    Objectives:

    • Explain how to visually imagine a situation of workplace violence as it might occur and mentally prepare for the actions to take to keep you and others safe.
    • Identify ways to avoid hiring people who may be prone to violence.
    • Recognize the warning signs that lead to workplace violence and how to intervene when these signs exist.
    • Discuss protocols for dealing with problem employees that will be less likely to result in confrontational behavior.
    • Identify protocols for termination less likely to result in violent behavior.

    Jeff Lanza was an FBI Special Agent for 20 years. He saw employee security issues from both sides of the equation. For four years, he was in charge of corporate security for the Kansas City region of the FBI. He later assessed and managed security issues by serving as an employee assistance specialist, helping agents and other personnel to handle job related stresses. He was also an investigator and spokesman for the FBI for most of his career.


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    • Oct 26

    What You Need to Know Now about Cyber Liability Insurance

    Operations Nearly every law firm is considering this coverage and yet there is little reliable information about how to purchase the right product for your firm. Policy coverage and language vary widely, so it is critical that you understand what you need and the best way to procure this policy. Your firm partners are counting on you to get this right so that your firm doesn't become the next news story. Come learn what needs to be in this critical policy.

    Objectives:

    •Examine what your sophisticated clients are demanding you purchase in order to keep their business.

    •Identify your weakest links and real exposures.

    •Discover what parts of the coverage may already be available in your existing policies.

    •Recognize how the insurance coverage works for law firms in the various policies.

    Audience Statement: This session assumes that participants have a working knowledge of web-based technology and lease/contract agreements.

    •60 Minutes

    •Audience: Advanced

    •CLM App Management Category -FS: Legal Industry/Business Management

    •CPE Field of Study: Business Management & Organization

    •CLE: Law Practice Management


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    • Oct 18

    Five Principles of Productive Email

    Communications A badly written email can mean the end of a long client relationship. Emails reflect on the credibility, professionalism and quality of the entire firm. Excessive email use causes drastic declines in productivity as people continually interrupt concentrated work to check and send email. This webinar covers five principles of productive email, which is excerpted from Worktalk’s two-hour Ten Principles program. In this session, people learn to use email to enhance rather than undermine relationships, to escape the tyranny of constantly checking and sending email, and to make a professional impression with every email. As a result, they get more done and generate more productive responses to their emails. In addition, training people in email principles reduces the risk that they will get into legal trouble because of ill-considered emails.

    Objectives:

    • Identify the purpose, analyze the reader and state the main point of an upcoming email.
    • Recognize how to write a powerful subject line for an upcoming email.
    • Discuss three strategies to make you more productive at using email.

    Elizabeth Danziger is the Founder of Worktalk Communications Consulting, which enables people to achieve success through better writing. With 28 years of experience, Danziger has trained businesspeople from throughout the United States and has worked with executives from many major corporations. She has authored four books, the most recent of which is Get to the Point!

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    • Oct 5

    Communication Strategies that Build Trust in the Workplace

    Communications Trust is essential across all levels in organizations, yet it can be extremely difficult to obtain. Most managers and employees agree that trust enhances team synergy and reduces overall on-the-job stress. However, one of the main reasons that employees feel dissatisfied in their jobs is lack of trust in the relationships with their managers and colleagues. Building trusting relationships requires practice and effort. Join this webinar to focus on the key areas of building and breaking trust in the workplace, as well as various strategies that managers can implement to create and maintain productive employee relationships and team satisfaction.

    Objectives:

    • Determine the elements of trusting relationships
    • Define key factors that break trust at all levels in the organization
    • Practice strategies that can help promote team synergy and foster productive relationships
    • Explore tactics that can create trust early in new employee relationships

    Sabrina Franconeri, D.Sc. has 15 years of professional development and education experience, and has spent a decade in the legal field. She has significant experience in staff and attorney development, particularly in the area of competency-based training curriculum creation and implementation.  She has done extensive research on generational differences with regard to legal professional development and has spoken on this topic at several conferences. Dr. Franconeri serves as the Professional Development Manager at Sterne Kessler Goldstein Fox in Washington, D.C. and spent the earlier part of her legal career at Reed Smith, LLP in Pittsburgh, PA. She is also a member of the Professional Development Consortium.

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    • Oct 4

    8 Ways Technology Managed Services Can Benefit Your Firm

    Operations Managed Services around technology — especially in areas of litigation support/eDiscovery and document management — have garnered enormous buzz in the industry. Law firms are increasingly presented with options to off-load their internal offerings concerning software, infrastructure, and services. The 2015 Mattern & Associates Managed eDiscovery and Litigation Support Survey indicates 28 percent of firms have entered into some form of Managed Services arrangement concerning their litigation support offering, with 46 percent of respondents indicating their firm is considering doing so. Additionally, the use of cloud-based solutions continues to gain traction in the legal market in areas such as Document Management. In this session, we'll discuss the driving factors behind this uptick and delve into the benefits law firms are reaping from procuring software, infrastructure, and services via a Managed Service agreement.

    Objectives:

    • Develop an understanding of technology Managed Services and current trends in this area.
    • Discuss the primary benefits to law firms from outsourcing software, infrastructure, and services.
    • Identify takeaways for how to implement an outsourced litigation support/document management strategy.

    Stephen Cole is Director, Client Technology and Strategy, at Mattern & Associates. Cole has a more than 20 years of expertise in consulting for large law firms, including areas regarding litigation support, records and information management, cost recovery and end-to-end e-discovery services. He's gained his experience both on the service provider and law firm sides, including as the Vice President over the legal business unit at Pitney Bowes Management Services and a Regional Vice President of Ipro Tech.


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    • Sep 20

    The Mindful Law Office: Strategies for Reducing Attorney Stress and Improving Productivity

    Communications Mindfulness is a hot topic in the legal profession, and much has been said about its effectiveness in reducing stress and improving productivity. As mindfulness becomes more familiar, it is time to shift the conversation from “why?” to “how?” This workshop will begin with the scientific evidence for the benefits of mindfulness, but it will focus on hands-on implementation. Attendees will learn basic mindfulness practices they can share with their attorneys. Of equal importance, they will learn strategies for creating a supportive space for these practices and helping attorneys integrate mindfulness into their workday.

    Objectives:

    • Discuss the value of mindfulness with concrete scientific evidence.

    • Identify ways to share with their attorney’s basic mindfulness practices suitable for a variety of issues attorneys commonly face.

    • Develop strategies and structures for supporting lawyers who wish to integrate mindfulness into their work.

    Jon Krop is a lawyer, mindfulness teacher and founder of Mindfulness for Lawyers. He has taught mindfulness to partners and associates at Chadbourne & Parke, Dentons, DLA Piper, Finnegan Henderson, Foley Hoag, Foley & Lardner, Nixon Peabody, Sidley Austin, and Sullivan & Cromwell. Krop teaches a mindfulness workshop every semester at Harvard Law School. He has also taught at Brooklyn Law School, GW Law, New York University and General Electric.

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    • Sep 7

    Finding the Balance Between Technology and Real Estate

    Operations Technology continues to evolve the practice of law, but many firms do not consider how these advances also affect their portfolio and space planning requirements. In today’s competitive marketplace, law firms must consider how to reconcile the need to stay technologically nimble while planning for their real estate needs many years down the line. Join this webinar to learn how to bring together your firm’s technology and real estate needs.

    Objectives:

    • Identify the steps to developing a technology and real estate plan for your firm.

    • Examine tactics used by law firms to integrate technology into their real estate strategy.

    • Breakdown the best resource allocation for your technology needs and how these costs affect your real estate.

    Jim Britt is a Senior Director for HBR Consulting and has more than 25 years’ experience in technology consulting, business development, and law firm management. Prior to joining HBR, he was the Managing Director at eSentio Technologies. He’s also held senior positions at several major law firms. Britt is a regular speaker on a broad range of topics including business continuity, IT Infrastructure design and planning, security, risk management, and strategic technology planning.

    Mitch Wickland is the Chief Information Officer, Occupier Services, at Cushman & Wakefield managing a team of technology experts in developing solutions, implementing and supporting client needs. For nearly 20 years, Wickland has focused on helping real estate organizations become better businesses by practically applying the right technologies.


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    • Aug 22

    eMod Patent Center Update

    Legal-Industry During this eMod Patent Center Update, key members from the USPTO will share updates with the development of Patent Center, which will replace EFS-Web and PAIR. Additionally, we’ll discuss progress from the eMod Text Pilot Program, and information regarding the Patent Center Beta Program.

    Objectives:

    • Discuss key information about Patent Center and its impact to current EFS-Web and PAIR users.

    • Review the eMod Text Pilot Program and its overall impact to the new Patent Center tool.

    • Describe the Patent Center Beta Program and how to participate.

    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.

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    • Aug 16

    Attorney and Matter Profitability

    FM Icon - Large Large firm principal administrators face unique challenges in day-to-day work, and you play an important role in elevating your organizations to new heights. By attending this webinar you will learn to calculate profitability by analyzing education strategies for attorneys that will improve results.

    Learning Objectives:

    • Calculate individual attorney profitability both from the working and originating attorney dimensions, including cost allocation methods to address the highly compensated attorney.

    • Analyze the data and strategies for educating attorneys on how to improve results.

    • Calculate matter profitability using actual, standard and team billable hours and the impact on cost allocations.

    • Analyze the data to identify changes that could positively impact the billing partner, the practice group and the firm.

    Charles O’Donnell is the Chief Operating Officer of Duane Morris LLP. He is responsible for the management and direction of all administrative and business areas of the firm. He is active in ALA and served in various capacities of the Philadelphia Chapter of ALA, including President from 1992 to 1993.


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    • Aug 3

    Mindful Mentoring

    Communications Mentoring is an important element of retention in a law firm, yet most firms devote little energy to it. In the context of developmental mentoring (cooperative or mentee-driven) relationships, mentors must first know, understand and trust themselves before proceeding to develop an authentic relationship with a mentee. Only then can they focus on the wants and needs of the mentee. Mindfulness in this setting is nonjudgmental, present moment awareness

    Objectives:

    • Examine yourself and your mentee.
    • Identify ways to close communication gaps.
    • Set up realistic goals.
    • Develop trust and deploy compassion.

    Michèle Huff is Senior Associate University Counsel at the University of New Mexico where she specializes in intellectual property, research and technology law. She has practiced intellectual property and licensing law for the past 30 years. Huff is the author of The Transformative Negotiator: Changing the Way We Come to Agreement from the Inside Out.

     

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    • Jul 19

    Better Self-Management Through Type

    Communications Participants will take TypeCoach online and at no charge to learn about their own Type and the Types of others. Unlike the standard CPP version of assessing Type, TypeCoach teaches learners about Type and gives them access to tools for better self-management after the webinar.

    Objectives:

    • Discover how to use knowledge of one’s own Type to be more effective and less stressed.

    • Examine concrete Type-specific strategies for reducing stress and self-managing more effectively.

    • Identify ways to build stress- and self-management into daily routines. 

    Anne Collier, JD, is a Professional Certified Coach is a catalyst for executives and lawyers stepping into power. She gives her clients a competitive edge that gets them to their goals quicker and with more ease. Her work includes leadership and team development, personal branding and refining executive presence, business development coaching, and managing daily stressors. She works with clients to change organizational culture, using an integrated approach that leverages a variety of delivery methods.


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    • Jul 6

    A Profession on Notice: The Ethical and Liability Case for Why Law Firms Must Get Serious About Substance Abuse

    Human-Resources Recently, the Journal of Addiction Medicine published a groundbreaking study by Hazelden Betty Ford and the American Bar Association Commission on Lawyer Assistance Programs titled, “The Prevalence of Substance Use and Other Mental Health Concerns among American Attorneys.” Although it had been commonly presumed that the legal profession had a heightened rate of these problems, nobody expected the numbers — reported by only active, practicing attorneys — to rise to the level that they did. The study clearly revealed a full-blown crisis that cannot be ignored. This program will outline the enhanced ethical and legal problems which loom, but, more importantly, suggest 10 specific strategies which firms and administrators can employ immediately to address this issue. These strategies should be of increased relevance for any legal managers, both in respect to their own personal issues as well as their role in formulating and executing pro-active planning to prevent and reduce impairment within the firm. 

    Objectives:

    • Review the findings of the study, emphasizing the number of actively impaired attorneys.

    • Explain the increased ethical problems the firm is likely to encounter if it does not address the issues raised in the study.

    • Describe the heightened legal liability the firm will face if a protocol is not established for identifying, confronting and assisting with substance abuse problems.

    • Discuss 10 specific strategies to initiate now to avoid ethical and legal consequences and to promote a culture of prevention, wellness and support.

    Link Christin is the Executive Director of the Legal Professionals Program at Caron Treatment Centers. He is the former Chief Executive Officer of Heightened Performance LLC, a behavioral health consulting firm. After decades of practice as an attorney followed by a second career of treating impaired attorneys in a residential setting, he founded Heightened Performance in order to bring his experience to the law firm and lawyer, the corporation and the law school. Prior to creating Heightened Performance, he founded and directed the Hazelden Legal Professionals Program, the first track of its kind at a major treatment center. 


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    • Jun 21

    Communication for the Brave, the Meek and Everyone in Between

    Communications Participants will learn two communication models — Create A Win-Win Conversation and Coaching Skills — and how to use them to have solution-focused conversations with lawyers and colleagues. The techniques help the brave gain buy in without bullying, and the meek initiate difficult conversations with aplomb.

    Objectives:

    • Discover how to shift your mindset from right vs. wrong to awareness so that no situation seems insurmountable.
    • Recognize how to hear “no” as a request for more information, and make that work for you.
    • Relate how to gain buy in more quickly and with greater ease.

    Anne Collier, JD, is a Professional Certified Coach is a catalyst for executives and lawyers stepping into power. She gives her clients a competitive edge that gets them to their goals quicker and with more ease. Her work includes leadership and team development, personal branding and refining executive presence, business development coaching, and managing daily stressors. She works with clients to change organizational culture, using an integrated approach that leverages a variety of delivery methods.


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    • Jun 1

    Best Practices in Using Billing and Invoicing as a Business and Client Development Tool

    Operations This webinar will help you stay up-to-date on the best practices in billing and invoicing for business and client development purposes. Most lawyers do not embrace just how important billing and invoicing is to law firm clients. Learn how to make the most of billing and invoicing, which can save lawyers and law firms significant non-billable time, and improve collection times, realization and clients’ levels of satisfaction with the law firm and its services. Attendees will gain practical and useful strategies, tools, formatting, text and other useful billing and invoicing information, which can enhance attorney-client relationships and lead to new business opportunities.

    Objectives:

    • Review best practices in billing and invoicing for business and client development purposes.
    • Outline how you, the lawyers in your firm and administrative staff members can make the most of billing and invoicing for client relationship and business development.
    • Discover practical, specific and useful strategies, formatting and text options, approaches and other useful billing and invoicing tools and information.

    Jennifer Petrone Dezso is a Principal with the BTI Consulting Group. She leads a team of analysts in transforming competitive and market data into actionable recommendations. Drawing on primary research and secondary data sources, Dezso develops proven best practices and reliable performance metrics to drive business growth and motivate high-powered professionals to embrace change and enhance performance. She frequently presents and leads training on market trends, driving success in the future for law firms, and implementing best practices in client relationship development.

    Julie Savarino is an attorney who holds an MBA in finance and marketing. She has served in-house as one of the first professional business developers for a major accounting firm as well as a business development director for a regional law firm. Savarino designed and taught one of the first law school courses on client relations and development. With more than 28 years’ experience and results, she is an internationally recognized expert in client and business development for lawyers, law firms, professional service entities and providers.


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    • May 17

    Three Ways Performance Management Is Changing in 2017

    Human-Resources Research from the Corporate Executive Board found that the average manager spends more than 200 hours a year related to performance reviews. That’s the equivalent of 25 business days — nearly a month of work. And those managers, more often than not, consider it a waste of time. What’s more, 90 percent of HR leaders don’t even think reviews yield accurate information. So where does this leave performance management? How will it change moving forward? What can we do to lessen the waste of time and resources?

    Objectives:

    • Explain the evolution of the workplace and how our needs have changed.
    • Discuss today’s performance management models.
    • Identify new ways to maximize the performance of your workforce.

    Robin Schooling, SPHR, SHRM-SCP, is Vice President of Human Resources with Hollywood Casino in Baton Rouge, Louisiana, and has extensive experience in a variety of industries, including gaming, banking and health care. She’s a regular speaker at HR, recruiting and business conferences. Additionally, she writes a HR blog and is on a mission to make organizations better by making HR better.

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    • May 9

    Building a Culture of Employee Engagement in Government

    Human-Resources These are tough times for the public sector. Government is under enormous pressure to maintain and improve performance, while at the same time doing more with less. One proven response to this leadership challenge is to improve the level of employee engagement. Empirical research has clearly and convincingly shown that improving employee engagement will drive higher levels of individual and organizational performance. This session will be based on Lavigna’s book, Engaging Government Employees: Motivate and Inspire Your People to Achieve Superior Performance.

    Objectives:

    • Explain what employee engagement is and why it matters, particularly in government.
    • Discuss why measuring employee engagement is critically important.
    • Breakdown the results of a national benchmark survey on the levels of employee engagement in both public and private sectors.
    • Analyze what public sector organizations have done to improve — and sustain — engagement.

    Bob Lavigna, Assistant Vice Chancellor and Director of Human Resources at the University of Wisconsin, has more than 30 years of experience leading public sector HR organizations and programs. He is an elected Fellow of the National Academy of Public Administration. He was also the first HR official to be awarded a “Henry Toll Fellowship” from the Council of State Governments. Additionally, Lavigna is the author of Engaging Government Employees: Motivate and Inspire Your People to Achieve Superior Performance.


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    • May 4

    Why and How to Outsource Your IT Support

    Operations Approximately 50 percent of law firms are still supporting their IT needs in-house or selectively outsourcing specific projects. IT support for both the help desk and network/server support is no longer a one-person or small department responsibility as it has become such a highly specialized field. Serious consideration should be given to outsourcing your firm’s IT to a professional company to reduce firm liability, increase cybersecurity, improve client service, increase user productivity and ensure disaster recovery. Not to mention, in most cases, there is a major cost-saving benefit ranging from 20 to 50 percent.

    Objectives:

    • Examine the pros and cons of outsourcing all or part of your IT support needs.
    • Identify how to choose a provider.
    • Discuss presentations tactics to gain buy in from your executive committee.
    • Summarize strategies to reposition or exit current IT staff if the decision is made to outsource
    • Review implementation processes, including tips to make a smooth transition, training time, and management time commitment.

    Jennifer Colwell, CLM, is currently the Legal Administrator for McGill, Gotsdiner, Workman & Lepp in Omaha, Nebraska. She has 12 years of management experience in the legal industry. Her niche in helping law firms maximize technology to achieve more sophisticated financial analytics and streamlined processes through unified practice management software. Colwell has consulted on practice management software implementation projects for firms throughout the United States. Additionally, she serves on ALA’s Professional Development Advisory Committee and is Vice President of the Nebraska Chapter. 


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    • Apr 25

    The New Wage & Hour Compliance Requirements: Is Your Law Firm Well Positioned?

    Human-Resources In the latter part of 2016, the United States Department of Labor (“DOL”) was poised to expand worker coverage under the Federal Fair Labor Standards Act (“FLSA”); extending overtime protection to almost five million white-collar workers by significantly increasing the minimum salary for exempt status employees and bringing misclassified independent contractors under the umbrella of the FLSA. However, with about only a week to go before the implementation of new Regulations scheduled to take effect on December 1, 2016, increasing the minimum salary for those exempt status employees, a federal judge in the Federal District Court for the Eastern District of Texas entered an order enjoining the Department of Labor from implementing the new Regulations on a nationwide basis. (The injunction did not affect DOL’s earlier directives on its scrutiny of potentially misclassified independent contractors.) In this webinar, you will learn about the most recent significant changes in federal wage and hour laws, including independent contractor misclassification issues and joint-employment liability, as well as suggested best practices by our presenters to make sure your work force is in compliance with the applicable wage and hour laws.

    Learning Objectives:

    • An update on the status of the nationwide injunction of the DOL regulations governing exempt classifications and discussions of some analogous state laws and regulations which have filled the gap left by the absence of the federal DOL Regulations.
    • Acquainting the Legal Administrator with the regulator’s most recent interpretations of when a worker will be deemed an employee rather than an independent contractor, and the ramifications for your Law Firm to the extent that workers should be misclassified;
    • A review of the circumstances under which your Law Firm may be found to be a joint employer of workers you never contemplated would be considered your employees, and your potential legal responsibility to and for those workers; and
    • Best practices for avoiding misclassification of workers, and taking affirmative steps to reclassify when warranted to ensure compliance.

    Dean L. Silverberg is a Member of Epstein, Becker and Green, P.C. in the firm's New York labor and employment practice. He co-authored the Employer's Guide to Military Leave Compliance and frequently writes and lectures on a range of employment law topics. He has been a frequent speaker at ALA programs and was a speaker at the 2015 ALA Annual Conference in Nashville, TN. As Head of the firm's China Initiative, he also works closely with Chinese businesses in the U.S. in various industry sectors to ensure compliance with applicable laws and regulatory requirements. Prior to joining the firm, Silverberg was Deputy Counsel to Mayor Edward I. Koch of New York City.

    Jeffrey H. Ruzal is a Member in the Employment, Labor & Workforce Management practice, in the New York office of Epstein Becker Green. He is a member of the firm's Wage and Hour group and leads the firm’s Hospitality service team. Ruzal represents clients in such diverse industries as hospitality, financial services, retail, health care, and technology. Ruzal has written numerous articles on significant wage and hour issues that have been included in, among other publications, Law360, Hospitality Law Magazine, and Luxury Hoteliers Magazine. He has also been interviewed and quoted by NPR News, Law360, SHRM.org, Club Industry, and Private Duty Insider with respect to many national and local wage and hour issues. Ruzal frequently speaks at conferences and webinars on a variety of important wage and hour topics. Prior to joining Epstein Becker Green, Ruzal served as a trial attorney at the U.S. Department of Labor, Office of the Solicitor, in New York, New York.


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    • Apr 19

    Reimagining Your Approach to Performance Reviews

    Human-Resources Everybody hates them and the yearly chore instills fear and loathing into the hearts of employees and managers alike. But is there a better way to carry out performance reviews? The speaker will outline how to completely reimagine each element of your review process so it is more relevant for a contemporary workplace and more valuable and less daunting for both employees and managers.

    Objectives:

    • Analyze how to reimagine traditional approaches to performance reviews for the contemporary workplace.
    • Discover five key areas of the performance appraisal to focus on for redesign.
    • Demonstrate how today’s technology can go beyond automating a bad process to enabling a more dynamic process.

    Edie Goldberg, PhD, is the Principal of E.L. Goldberg & Associates in Menlo Park, California. She has specialized in talent management for more than 25 years. Her practice is focused on designing HR processes to attract, engage, develop and retain employees. Goldberg has published and presented at numerous conferences on performance management, building management capability, career management, competency modeling and succession planning. 

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    • Apr 6

    Building Revenue: Unleashing the Power of Women to Develop Business

    Legal-Industry Given increased competition and shrinking demand for services, only the firms that adopt new approaches to originating business will thrive. One promising yet rarely used strategy is to proactively support women to generate new business. Currently, female partners are credited with originations at only 50 percent of the numbers men report. Furthermore, only 16 percent of firms have two or more women on the top 10 rainmaker list. This webinar, grounded in the latest research, will help identify the strengths women bring as rainmakers, as well as the challenges they may face. With a focus on not only what to do but on how to do it, leaders will leave with actionable next steps (and a white paper documenting these) they can take to unleash the latent business generation power women can deliver.

    Objectives:

    • Identify the reasons the origination gap exists.
    • Define the benefits the firm will enjoy when the gap is closed.
    • Review a menu of prescriptive recommendations offered.
    • Discuss appropriate metrics to track accountability.
    • Apply change management principles to engage stakeholders and stage successful implementation.

    Carol Frohlinger, JD, is the President of Negotiating Women, Inc., an advisory firm committed to helping organizations to advance talented women into leadership positions and coauthor of Her Place at the Table: A Woman’s Guide to Negotiating Five Key Challenges to Leadership Success. Her current research is focused on the systemic issues that women in law firms must negotiate to succeed, particularly those related to business development. 

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    • Mar 15

    Communicating with Impact – Women in the Workplace

    Communications This program will address the challenges of communicating in a high-paced environments, and be a refresher for those beginning to leverage relationships across the firm. You will learn how to use your influence in situations ranging from verbal and written communications and understand how you can harness your own integrity, while developing your personal and professional relationships.

    Objectives:

    • Discuss in-person vs. email vs. telephone tips
    • Examine preparation and overall delivery/presence
    • Evaluate awareness and authenticity
    • Review the power of credibility, including reputation and internal knowledge.

    Leah Lee has more than 9 years of experience in the professional development field and has worked for global law firms throughout her career, including Sidley Austin to now Winston & Strawn. From managing performance review processes to formal private coaching and legal training for many years, Lee has a passion for developing professionals to be the best they can be in their careers. She’s currently completing a master’s degree in Organizational Leadership/Human Resource Management at Villanova University.


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    • Mar 2

    The Power of Acknowledgement: Employee Appreciation that Inspires and Empowers

    Human-Resources This will be a workshop style webinar where we look at the importance of employee appreciation and positive feedback, how to do it most powerfully and authentically — without feeling or sounding fake.

    Objectives:

    • Recognize the importance of employee appreciation and how to be 10 times more powerful at it with no extra budget. 
    • Discuss how to acknowledge people for who they are, not what they do. 
    • Employ practical exercise to experience the power of acknowledgement.

    Rodney Mueller is an Executive Coach, Speaker and Workshop Facilitator. He has been coaching individuals and training groups to create a more fulfilling life and career since 2007. He is the former President of the St. Louis chapter of the International Coach Federation. His coaching practice is influenced by his role as a senior noncommissioned officer in the Army Reserves and his work as founder of the Absent Father Project.

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    • Feb 15

    Employee Morale and Engagement: Unlocking Your Firm’s Full Potential by Focusing on Strengths

    Human-Resources Creating a positive work environment is not difficult, but it does require effort and intentional planning. Understanding the unique abilities of your employees is the first step in this process. The results of the Clifton StrengthsFinder® assessment — a feedback tool used by more than 14 million individuals — helps people clearly recognize what they do best. Once managers and employees understand the talents of their team, the hidden potential of the team can be uncovered and ignited. Learn how your firm can build morale and engagement using this proven process of strengths feedback and coaching. 

    Objectives:

    • Recognize the power of focusing on employees’ strengths, not their deficiencies. 
    • Demonstrate the important financial outcomes related to having engaged employees. 
    • Summarize how focusing on strengths is directly connected to increasing engagement.
    • Discuss how to create a culture that supports a strengths-based, engaged workplace. 

    Sarah Robinson is an organizational development expert, Gallup Certified Strengths Coach and the best-selling author of Unstuck At Last: Using Your Strengths to Get What You Want. In 2013, Robinson became the first of seven consultants worldwide to be certified by Gallup as an Individual and Team Coach using the Clifton StrengthsFinder® assessment. Her company, Fresh Concepts, helps individuals and corporate clients fully maximize their potential to achieve their goals.


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    • Feb 14

    Access to Relevant Prior Art

    Legal-Industry During this session, we’ll discuss the United States Patent and Trademark Office (USPTO) Access to Relevant Prior Art project, providing an overview of the project, an update on application case studies, an update on internal and external stakeholder feedback to date, and next steps for the project.

    Objectives:

    • Review the USPTO Access to Relevant Prior Art project.
    • Discuss the expected value to internal and external stakeholders and have the opportunity to provide input and feedback to the project team. 
    • Summarize the progress to date on the project and discuss the next steps.

    Jessica Patterson is a Program Manager in the Office of International Patent Cooperation, overseeing the implementation of key initiatives in support of the organization. In addition, Patterson is the Manager of the Global Dossier program, a complex, strategic initiative modernizing the international patent system. She also served as President of the USPTO’s Asian Pacific American Network, a voluntary employee organization comprised of more than 800 members.

    Michael Neas is the Deputy Director of the International Patent Legal Administration at the USPTO. Neas’ staff provides training on the filing and prosecution of the Patent Cooperation Treaty (PCT) and U.S. national stage applications to inventors, applicants, patent practitioners and paralegals. His staff also provides training on the PCT to patent examiners and paralegals at the USPTO and provides direct assistance on PCT and U.S. national stage applications via the PCT Help Desk. Neas’ duties also include resolving legal issues involving the PCT.


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    • Feb 7

    New Strategies in Reducing External Spend

    Legal-Industry Most corporate law departments use fewer than 10 firms to do 85 percent of the work. And most have secured what they are told are the maximum discounts for hourly work. There remain six strategies to further reduce legal spend, strategies that are effective when the sequence and combination is right. Reducing the number of hours is a part of each strategy along with a reliable multi-year forecast of the demand (complexity, specialization, hours) for legal services,  mandatory RFPs to cover the demand with no carve-outs, multi-year commitments to select firms for large parcels of work, hybrid fees (base plus variable not tied to hours) to the total exclusion of hourly fees, significant fees for innovation that makes a measurable difference to efficiency and results and supply chain management of local counsel by primary law firms, including tighter intake and allocation protocols.

    Learning Objectives:

    • Corporate law managers will learn about the importance of effective specifications for legal work
    • Moving to fee arrangements that change behaviors and resource allocation in law firms,
    • Transferring administrative work regarding external counsel from the company to primary law firms.

    Richard Stock, B.A., M.A, FCIS, CMC, has consulted to more than 250 law departments over the years, covering every major industry sector. Many clients are public companies, while others are country counsel with international companies or are privately held. He has written more than 350 columns, articles and books and is an experienced conference presenter to corporate counsel in Europe, Canada, the US, the Middle East and Australia. His approach to managing workloads and workflows for law departments, and his innovation with data analytics and performance-based fee arrangements was instrumental in securing an ACC Value Champs award for HIROC-BLG in 2013.

    Richard has been an Associate member of the ABA and the CBA for 20 years. He is a Certified Management Consultant, a Fellow of the Institute of Chartered Secretaries and Administrators, and a regular member of the Association of Legal Administrators and of the Buying Legal Council.

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

    CLM Recertification Credit: Yes

    MCLE: Law Practice Management

    MCLE/Other States: Credit may be available in other states but cannot be guaranteed. In all states, accreditation is dependent on individual state guidelines and filing regulations.


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    • Feb 2

    Speak Like a Leader: Communicating with Confidence and Clarity

    Communications In this webinar, we will discover what it means to speak like a leader, get confidence whenever you need it and discover how to craft clear, powerful messages.

    Objectives:

    • Outline what it means to be confident and learn how to get confidence, even when you don’t feel it.
    • Recognize the power of intention and how it relates to communication. 
    • Identify practical exercise to help you articulate a clear and concise message when you're stressed or scared.

    Rodney Mueller is an Executive Coach, Speaker and Workshop Facilitator. He has been coaching individuals and training groups to create a more fulfilling life and career since 2007. He is the former President of the St. Louis chapter of the International Coach Federation. His coaching practice is influenced by his role as a senior noncommissioned officer in the Army Reserves and his work as founder of the Absent Father Project.


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    • Jan 24

    What Every General Counsel Needs to Know About Privacy and Security

    Operations Privacy and cybersecurity have become priority legal compliance risk areas for companies in recent years, underscored by the proliferation of high-profile security breaches.  This presentation will provide an overview of key trends in privacy and security law for 2017 that every general counsel and in-house lawyer should be acquainted with.

    Objectives:

    • Explain data security compliance programs.
    • Discuss security breach response and planning and mobile app privacy.
    • Analyze FTC guidance and online privacy policies.
    • Review economic espionage, new cyber threats and enforcement.
    • Identify the role of the board of directors in managing cybersecurity risk.

    Reece Hirsch is a partner in the San Francisco office of Morgan Lewis and co-head of the firm’s privacy and cybersecurity practice. He advises clients on a wide range of privacy and security matters, including development of privacy compliance programs, security breach response and planning, online privacy policies, and mobile app privacy.


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    • Jan 18

    Do You Know How Much Your 401(k) Costs?

    Legal-Industry Few people know how much they pay each year in 401(k) fees. Why? Because all of the expenses are paid directly out of the plan, by the participants. But guess what? The people who have the most money in the plan are paying the most, and yet they get the same service as the ones with the least amount of money in the plan. But, the recent Supreme Court Decision of Tibble vs. Edison is a game changer — if you can’t tell each of the partners exactly how much they are paying in 401(k) fees, this webinar is for you.

    Objectives:

    • Analyze the fees for and how much they cost 401(k) participants.
    • Discuss the three factors in place that over the course of the next decade will dramatically reduce the fees participants pay.
    • Breakdown how much money can a participant save by reducing their fees.
    • Discover what happens when a plan sponsor fails to comply with Tibble vs. Edison.

    Professor George Morgan serves as Adjunct Professor of Finance at the University of Nebraska, Omaha, where he teaches in the investment sciences program. He also serves on the faculty of the University’s Executive MBA program. He has held faculty appointments at Purdue University and Ball State University. In 1979, he entered the financial services industry in Omaha where he served as Vice President at Smith Hayes Financial Advisors. In 2000 he published Making Millions, the story of the Omaha Financial Community.

     

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    • Jan 17

    Hiring Superstars: How to Strategically Select Top Performers

    Human-Resources We all want to hire passionate, top-performing employees to help carry out and reinforce our vision, mission and core values, yet we’re often disappointed after they’ve come on board. We’re puzzled because their resumes looked great, their skills matched perfectly, they worked for terrific companies, wowed us in the interview, and yet they still failed. What are we doing wrong? Join this session to hear some surprising answers. Based on the latest hiring research, you’ll learn the “secret sauce” for determining if a candidate is likely to be a top performer who is aligned with your organizational and talent management strategies, saving you and your firm time, money and aggravation.

    Objectives:

    • Determine the single biggest reason why new hires fail 
    • Examine how traditional behaviorally-based interview questions can pave the way for candidates to snow you big time with well-rehearsed, perfect answers
    • Identify critical five questions to ask in every interview every time
    • Discuss how to unearth the characteristics of top performers who represent your core values 

    Dr. N. Elizabeth Fried, a board certified coach, author and consultant, has been president of NE Fried and Associates, Inc. since 1983. A vibrant and informative speaker, she was ranked by CoachingGurus.net in 2012 for 3 years running as one of top 15 most influential coaches in the world. Fried received her Ph.D. from The Ohio State University and is currently on the board of the San Diego Professional Coaches Alliance, having served a 2-year term as president.


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    • Jan 5

    Writing for the Too-Busy, Too-Distracted Reader

    Communications This program provides tips and examples for more effective written communication. Plainly and briefly describe want done. Not one person should have to read something more than once in order to determine the intent of your communication. Start with a subject line that grabs the readers attention.

    Objectives:

    • Discover how to get the reader’s attention with the subject line and salutation.
    • Formulate the most important information in the first paragraph.
    • Examine ways to structure your writing to account for skimming.
    • Identify how to make your sentences more readable, while also streamlining your writing
    .

    Susan Wagner has practiced law for more than 30 years, focusing on business litigation and appeals. As Baker Donelson’s Director of Professional Development, she is responsible for attorney training, mentoring and evaluations, and she personally conducts the firm’s writing workshops and coaching programs. She has also taught litigation drafting as an adjunct professor at the University of Alabama School of Law.

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    • Dec 21

    Outsourcing: Choosing the Right Company

    Production date: 12/21/16

    Workforces are constantly changing. Law firms of all sizes are increasingly choosing to work with outsourcing partners to improve efficiency, cost effectiveness and quality of their client experience. Join this webinar to discuss how to select the best outsourcing services for your firm.

    Objectives:

    • Identify the benefits firms are seeing by partnering with an outsourced provider
    • Determine ways to enhance your clients’ perception of your firm’s brand and reputation
    • Analyze how to best navigate your firm’s options in choosing the right company to become an outsourcing partner
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    • Dec 1

    Cyber Liability Insurance –What You Need to Know

    Production date: 12/1/16

    Every day the news has another story about a cyber-business breach. Law firms are often described as the weakest link in the business chain and have been warned by the FBI that law firms are now officially on the target list for international and domestic hackers. Join this webinar to hear how the latest cyber liability insurance policies can protect your firm.

    Objectives:

    • Identify how you can analyze your firms risk profile and determine the practice areas most risky and require your immediate attention
    • Examine how firms have been attacked and hear best practices that you can implement in your firm
    • Determine the key coverage minimums that you must include in your policies and what’s critical and what’s a waste of money
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