Upcoming Webinars

    • Oct 23

    Creating a Culture of Accountability

    Communications At every level of every organization, projects begin, tasks are assigned, efforts are made and deadlines are met — or missed. Directions are given but not always understood. Deliverables are promised but not always delivered, and agreements are made but not always followed. It's not really any one person's fault; it's just part of how people fail to communicate in a specific and deliberate manner about the tasks they assign or accept. The Building a Culture of Accountability program provides a systematic way to overcome these common barriers by focusing on a four-phase accountability continuum: role clarity, purpose, ownership and behavior. When linked to mutual understanding, this cycle allows employees at all levels to make significant progress in moving tasks forward to achieve a higher level of job impact, job satisfaction and organizational success. Additionally, the workshop includes a range of group brainstorm activities which are designed to enhance immediate skill application opportunities.


    •Create a context to understanding workplace behaviors.

    •Explore the link between behavior, morale, engagement and results.

    •Create a context and baseline for leadership accountability.

    •Develop strategies for garnering leadership and team ownership.

    •Develop a specific action plan for creating a culture of accountability.

    Speaker Information:

    David O'Brien is President of WorkChoice Solutions, a trusted provider of leadership training, coaching and consulting services that was founded in 2000. His HR and Organizational Development consulting career spans 30 years and includes key leadership and P&L responsibility within a variety of industries including manufacturing, healthcare and financial services. His first book, The Navigator's Handbook: 101 Leadership Lessons for Work & Life was released in 2010. His second book, The Navigator's Compass: 101 Steps Toward Leadership Excellence had a nationwide release in 2016. Additionally, his articles have appeared in a wide range of publications.

    •60 Minutes

    •Audience: Advanced

    •CLM App Management Category: 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 General HRCI Credit. This approval is valid through 12/31/2019 and is not transferable.

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    • Nov 1

    Summit Series #4, Ep. 1, Creating a Culture of Business Development

    To compete in today’s hyper-competitive market, firms must become obsessed with ingraining a culture of business development throughout the organization. This won’t happen on its own, so leaders must learn how to get lawyers laser-focused on building powerful networks, enhancing client loyalty, being internally collaborative and attracting new work.

    During this 60-minute program, award-winning consultant, trainer and coach David H. Freeman, JD, will provide practical, proven approaches for getting key parts of the firm focused on attracting, retaining and growing work from great clients.


    • Get the firm to hunt as a pack
    • Get individual lawyers more engaged and motivated to attract more work
    • Learn to maximize cross-selling opportunities
    • Get tips for delivering higher levels of client service
    • Learn how to develop “sales management” skills in key leaders
    • Learn how to help associates prepare themselves to become successful rainmakers
    • Drive ongoing implementation

    David H. Freeman, JD,
    a former practicing lawyer, is the award-winning Chief Executive Officer of the David Freeman Consulting Group and Founder of Law Firm CultureShift®. He is an author, speaker, consultant and coach who has shown thousands of lawyers and leaders how to become better rainmakers. For three consecutive years, Freeman was voted the No. 1 Law Firm Business Development Consultant and Coach in nationwide National Law Journal surveys, and for 24 years, he has worked with hundreds of law firms worldwide. Freeman is a highly rated speaker, trainer and consultant, and he has written four books (including two best-sellers) on law firm leadership and business development.

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

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    • Nov 5

    Redirecting Negative Behavior

    Communications Need to turn around disengaged and poor performing people? Your people are your greatest asset and key to your success. Register for this program to gain cooperation and effect positive change professionally and personally. Attend this webinar and you learn about a unique skill that will change your life dramatically!

    Learning Objectives

    1. The definition, causes of, and types of negative behavior
    2. Helpful and non-helpful responses to negative behavior and why
    3. Redirect steps and demonstration for one of five types of negative behavior

    Speaker Info:

    Judy Ryan has been Owner of LifeWork Systems, an award-winning training and consulting company specializing in leadership development and culture change, since 2002. She is the recipient of the Women of Distinction award and the Vanguard Award for Innovation in Service Delivery from the St. Louis Mental Health Board. Ryan is an author, columnist, consultant, trainer, coach and keynote presenter, with guest appearances on TV and radio.

    60 Minutes

    Audience Level: Essentials

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    • Nov 7

    Building Accountability into Your Culture

    Legal-Industry Accountability is an essential part of leadership and management. In fact, without it, there is no way to establish credibility and trust among team members. It is so important that employees are held accountable for their work, individually and as part of a team. It is only when everyone in an organization is held accountable does accountability become part of a culture. But, it does not stop there — creating the culture is one thing, but maintaining it is another. This session will discuss ways to use expectations, reviews, incentives and your company values to maintain a culture of accountability.


    •Discuss the value of a firm culture that embraces accountability.

    •Identify effective ways to hold people accountable.

    •Explain how to leverage the employee feedback loop to emphasize accountability.

    Speaker Info:

    Debbie Foster is a Partner with the Affinity Consulting Group, where she specializes in technology, process 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.

    •60 Minutes

    •Audience: Essentials

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

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    • Nov 8

    Summit Series #4, Ep. 2, Talking to Crazy: How to Deal with the Irrational and Impossible People in Your Life

    One of the most damaging forces impacting law firm performance is an undercurrent of unhealthy human interactions that can poison the workplace. This is especially amplified in the legal profession which, by its very nature, is high stress and features battles between emotionally charged parties. It is a virtual breeding ground for destructive interpersonal conflict.

    Based on the best-selling book Talking to Crazy: How to Deal with the Irrational and Impossible People in Your Life, Dr. Mark Goulston addresses the causes of, and solutions for, this productivity draining behavior. During this insightful and highly engaging 60-minute program, Dr. Goulston provides practical tools and tips that can be used immediately to deal with the most difficult people at work and in life.


    • Identify ways to recognize who will drive you crazy
    • Understand how and why they trigger you
    • Learn powerful and simple approaches to counteract their negative influences

    Dr. Mark Goulston
    is a former FBI and police hostage negotiation trainer, psychiatrist, preeminent suicide prevention expert, executive coach, international speaker and consultant. He is the author of seven books, including the #1 selling book on listening in the world, Just Listen: Discover the Secret to Getting Through to Absolutely Anyone, and Talking to Crazy: How to Deal with the Irrational and Impossible People in Your Life (in Russia the title was translated to mean "How To Deal with A**holes" and went viral). He is a frequent contributor to publications including Harvard Business Review, Fast Company, Business Insider, Business Journals, Huffington Post and Psychology Today, and has appeared on major news channels including CNN, ABC, CBS, NBC, BBC News, the Today Show and Oprah. On his highly regarded podcasts, he has interviewed luminaries such as Larry King, Norman Lear, and Ivan Misner.

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

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    • Nov 12

    The Ethical Considerations of Law Firm Leadership: 13 Things You Might Not Be Thinking About but Should Be!

    Ethical principles and behavior on the part of law firm leadership have become increasingly integral to firms’ long-term success. This session examines the complex and evolving set of issues related to this topic and offers concrete guidance to make sure your firm has its bases covered.

    Among the topics we’ll discuss:

    People Issues

    • Being honest, keeping promises, leading by example, earning trust
    • Ensuring a safe and secure work environment
    • Sensitively and effectively handling behavioral and substance abuse issues
    • Maintaining appropriate client and internal firm confidentiality
    • Executing succession plans among senior lawyers

    Client Issues

    • Formulating appropriate and transparent billing practices
    • Deftly triage leadership conflicts of interest
    • Maintaining consistently high-quality work product
    • Maintaining consistently high-quality service

    Firm Issues

    • Building a cohesive, effective firm-first culture
    • Keeping up with appropriate current technologies, including remote access and cyber-security

      (Competence, confidentiality and third parties)

    • Ensuring that associates and staff receive meaningful, thorough training, evaluation and feedback
    • Creating a fair, understandable compensation system


    • Gain a better understanding of the ethical considerations of law firm leadership
    • Explore the tenets of effective leadership for managing partners and firm administrators
    • Identify specific recommendations on this important topic

    Other Information:

    60 Minutes

    Audience: Intermediate

    CLM Re certification Credit: Ethics

    CLE: Ethics

    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. Presenter

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    • Nov 15

    Summit Series #4, Ep. 3, Using Lessons from Tribes to Create Highly Functional Teams

    In this one-hour program, anthropologist Philip Folsom will reveal the ancient mysteries of humanity that can have a transformational impact on the health and high performance of today’s organizations. He will describe how, by invoking the universal lessons of tribal behavior, leaders can turn average or poorly functioning groups into highly collaborative teams. Folsom will lead you through this program that is based on his years of first-hand experiences studying human and animal behavior.


    • Learn why shaping environments of trust and safety is crucial for success
    • Gain tools for creating trust and safety
    • Learn how to navigate conflict with skill and versatility
    • Learn how to implement accountability and goal-setting to achieve sustainable and thriving tribes

    Anthropologist Philip Folsom has been an industry leader in the fields of executive coaching and culture development for over 20 years. He is a regular instructor for USC’s Marshall School of Business and has presented at over 50 major universities across the world. Folsom’s corporate clients include organizations such as Space X, Apple, and Google.  He sits on the High Performance Board of Red Bull North America and is a proud veteran of the U.S. Army.

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

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    • Nov 19

    Driving Data-Driven Change: Strategy, Planning and Leadership

    Communications Law firms – and their clients – have been inundated by data over the past decade. From internal financial systems to track and analyze activity-based costs and measure profitability to market intelligence tools designed to offer case predictions or average time to close, the array of available information can be both exciting and daunting. Join us as we explore how law firms are using combinations of internal and external information to drive growth, motivate change and build the foundation for better strategic decisions.


    • Hear real-life case studies and anecdotes about how law firms have used data-driven planning to enhance performance
    • Learn how to effectively transform information into insights
    • Discover unique challenges leaders face in motivating change – and how to overcome them

    Audience Level: Advanced
    CLM Application Credit: Organizational Development

    Marcie Borgal Shunk is President and Founder of The Tilt Institute, specializing in helping clients make better, more informed decisions based on insights, intelligence and intuition. Shunk helps law firm clients position themselves ahead of changing markets. She is a recognized leader in competitive intelligence, client relationship dynamics and the business of law. Prior to founding The Tilt Institute in 2016, Shunk was a Principal at The BTI Consulting Group, spearheading research on the legal market. She has spent over two decades helping law firm clients with client development and strategy formulation both at BTI and as a Senior Consultant with LawVision Group.

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    • Dec 3

    IP Support Staffing Trends and Hiring and Retention Strategies

    Human-Resources As the demand for proficient IP support staff continues to grow, IP administrators are faced with the challenges of retaining existing staff, hiring talented new staff and ensuring succession planning for key roles. We all need to learn how to think outside the box to develop focused strategies that value our high performers, develop homegrown talent and adjust to changing value statements across generations. Ask not what your IP support staff can do for you — ask what you can do for your IP support staff!


    • Evaluate your IP support staff labor pool.
    • Distinguish how to successfully hire for IP support staff positions.
    • Practice how to develop non-IP homegrown talent pools.
    • Demonstrate what you can do now to develop IP support staff.

    Speaker Information:

    Rosaleen (Rose) A. Walsh, CFP, is a Registered Patent Agent with the U.S. Patent and Trademark Office and has more than 20 years of patent filing and patent support staff management experience. She has held positions ranging from Patent Secretary at an IP boutique firm to IP Paralegal Manager across offices for an international law firm. Walsh is currently the Senior Patent Administration Manager for Foley Hoag LLP in Boston. She is the author of U.S. Patent Prosecution for Support Staff: A Desk Reference.

    Other Info:

    • 60 Minutes
    • Audience: Intermediate
    • CLM App Management Category -FS: Human Resources Management
    • CPE Field of Study: Personnel/HR
    “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. This approval is valid through 12/31/2019 and is not transferable.
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    • Dec 11

    HR Law Update

    Human-Resources Learn all about the hottest topics in human resources and employment law facing law firms in 2018. We will review changes in employer harassment prevention practices in light of the #MeToo movement and look at tricky leave of absence issues and new paid leave laws. We will examine current developments and charge statistics from the Equal Employment Opportunity Commission (EEOC), as well as the most recent case law on protection of sexual orientation under federal law. Learn about cases pending at the Supreme Court and their potential impact on your workplace, the current state of overtime law changes, and whether the National Labor Relations Board (NLRB) is changing its approach toward employer policies.


    •Examine ways to ensure your organization stays current with the latest developments in the laws affecting employees.

    •Give examples of takeaways that will enable you to update your firm's policies and procedures.

    •Review other changes that may be coming from the Trump administration.

    Speaker Info:

    David Michael is Chair of Gould & Ratner LLP's Litigation Practice, where he leads a diverse group of trial attorneys focusing on all areas of complex commercial disputes for public and private companies, as well as business-related disputes for closely held and family businesses. He earned his litigation stripes in the area of employment law and has represented employers in numerous employment-related lawsuits in both state and federal court. As the leader of the firm's Human Resources and Employment Law Practice, he draws upon 26 years of experience in human resources management and counseling.

    •60 Minutes

    •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.

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    • Dec 19

    The Legal Administrator’s Role in Initiating and Supporting Alternative Fee Arrangements

    Finance Is the billable hour dead?  Perhaps not, but law firm clients are demanding alternatives and “pricing by alternative” is not in most attorneys’ comfort zone.  Law firms must be prepared to engage in discussions with clients about Alternative Fee Arrangements (AFA), and must be equipped to implement them.  This presentation will discuss what clients expect so you can support and facilitate AFAs, the different types of AFA fee structures firms are using and how they make them work profitably for their firms.


    • Determine the right AFA for your specific practice areas and how to structure them;
    • Discuss which practice areas work well with AFAs;
    • Identify the correct metrics for monitoring AFAs and how to define and measure success;
    • Examine the role of process improvement, project management and profitability with AFAs.

    Audience: Intermediate

    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.

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