Upcoming Webinars

    • Dec 13

    Burying the Billable Hour: Implementing Value Pricing in Your Firm

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

    Objectives:

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

    • Learn how the anchoring and framing effects influence pricing

    • Comprehend what and how people buy

    • Learn the importance of price psychology and emotions

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

    • How to construct those pricing options

    • Why your firm should offer a value guarantee

    Audience Level: Essentials

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

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

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

    CLE Language Law Practice Management

    Session Length 60

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    • Dec 19

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

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

    Objectives:

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

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

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

    Speaker Info

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

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    • Jan 8

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

    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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    • Jan 16

    Developing an Associate-Marketing Training Program

    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 17

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

    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.

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    • Feb 6

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

    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

    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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    • Feb 13

    Creating an Empowered Environment

    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 14

    Uniform Process Based Management System Early Adopters (UPBMS) 1st Installment

    Please join legal industry members that have been early adopters to the UPBMS and how they have used this common language to describe legal support activities, which has led to improved management, tools, processes, and procedures.
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    • Feb 19

    Stand in Your Power: Building Influence and Impact

    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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    • Mar 7

    Workplace Internal Investigations: A Novel Approach

    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

    •HRCI: General Credit

    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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    • Mar 12

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

    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:

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

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

    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.

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    • Mar 13

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

    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 27

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

    Join legal industry members that have been early adopters to the UPBMS and how they have used this common language to describe legal support activities, which has led to improved management, tools, processes, and procedures.
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    • Apr 4

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

    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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    • Apr 9

    Succession Planning – Charting a Path to the Future

    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.

    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 17

    April's Hot Topic

    Join us for a hot topic program that is sure to be the driver of conversations in legal offices.
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    • Apr 25

    Contingency Planning – Are you prepared for the unexpected?

    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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    • May 7

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

    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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    • May 22

    Profit Planning and Cost Accounting for Law Firms

    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 23

    Leadership and Management: Why You Need Both

    You have probably heard this quote by Peter Drucker: "Management is doing things right; leadership is doing the right things." While that is certainly a great quote, there is more to it than that. To improve the leadership and management at our firms, we must understand the difference between the two, and the importance of investing our time and energy to have better leaders and managers. This session will explore the differences and give you practical tips to help you become a better leader and manager.

    Objectives:

    •Examine the difference between leadership and management.

    •Recognize how to be a more effective leader.

    •Identify tools to help you connect with others.

    Other Information:

    •Audience: Essentials

    •CLM App Management Category: Organizational Development

    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
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    • Jun 6

    Apples Vs. Oranges – The Differences Between Group and Individual Long-Term Care Insurance

    Interested in bringing your staff a benefit they can’t get on their own?  Join us for this session that explores how evaluating long term care insurance as an individual, compares to a group offering.  Learn how a health savings account offering can be tied into long term care insurance and other important legislative updates. 

    Objectives:

    1. Understand individual options for planning for Long Term Care
    2. Learn the advantages law firms have for offering Long term care insurance
    3. Get up to date on current legislation impacting Long Term Care

    Audience: Intermediate level with 5-7 years of firm leadership, benefit managers, legal administrators/operations professionals

    Speaker Info:

    Megan Ellis is a Vice President at LTC Solutions, Inc. and a long-term care expert.  She holds nearly 10 years of experience in the LTCi industry and educates HR professionals and brokers across the country via state-filed continuing education courses. Originally from Ohio, Megan currently resides in Tennessee with her husband and two children. 

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    • Jun 12

    A Law Firm's Competitive Edge: Writing Effective Business Continuity Plans

    We all know that a comprehensively written business continuity plan is an essential part of your firm's business continuity program. Is your current plan gathering dust on a shelf? Are you struggling to put together a written plan that not only prepares your firm in the event of a disaster but also meets client compliance and audit requirements? What about request for proposal (RFP) guidelines? If so, then this session is for you. This hands-on session is for managers in any-sized firm. We'll work through a checklist of key components that should be a part of every written business continuity plan. You'll also receive a template that you can bring back to your office and customize for your firm.

    Objectives:

    •Explain the importance of having a written business continuity plan.

    •Discuss why compliance issues, multiple client audits and RFP requests have changed the playing field for business continuity in the legal field.

    •Identify the key/essential elements of a comprehensive business continuity plan.

    •Apply the techniques discussed by completing a template that can be used by your office to write or enhance your firm's business continuity plan.

    Other Information:

    •Audience: Intermediate

    •CLM App Management Category: Writing Skills

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

    •HRCI: General Credit

    Speaker Info:

    Kathryn Scourby is the Principal of KNS Consulting, LLC. She works with professional service firms to achieve their goals in the areas of business continuity, disaster preparedness, risk management and compliance. Scourby trains management professionals and all levels of staff at private service firms and facilitates table-top exercises in these focus areas. Additionally, she served on ALA's Board of Directors (2004–2008), was a trustee for the Foundation of the Association of Legal Administrators (2010–2013), and currently serves on ALA's International Relations Committee.

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    • Jun 20

    Bright Insights: Shedding Light on the Challenges and Trends Facing Today's Legal Sector

    Competition, fee structures, succession planning, recruitment and retention, maintaining profit margins, and controlling expenses are just some of the challenges firms are facing on a daily basis. With this in mind, Cushman & Wakefield developed its annual National Legal Sector Benchmark Survey in 2013 to analyze trends and issues facing the legal sector. Since its inception, the survey results have provided an examination of the key drivers affecting law firms, as well as insight into the priorities of associates gained through their National Associate Survey. From technology and flexible workspaces to business development initiatives and future trends, you'll be provided with a deeper look into the results and their impact on law firms nationally. This session will offer insights on the continued shifts within the sector, and how law firms are making significant changes to remain competitive.

    Objectives:

    •Identify the top three issues related to business competition and how firms are improving attorney business development opportunities.

    •Review how business and operational decisions are being made differently today and how smart decisions and change can dramatically improve operations, client services, internal collaboration, and overall business and profitability.

    •Examine specific examples and statistics on how law firm leaders are consensus building internally to affect future change.

    •Explain how statistics and trends can assist management in evaluating tough decisions and guiding the firm through the process.

    •Discuss the future of the legal industry: In the next 10 years, where do you see dramatic changes occurring in the legal sector?

    Other Information:

    •Audience: Intermediate

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

    Speaker Info:

    Sherry Cushman is Executive Managing Director and Leader of Cushman & Wakefield's Legal Sector Advisory Group (LSAG), where she has spent more than 31 years advising legal sector tenants. With more than 300 advisers globally, she coordinates LSAG's initiatives and national benchmarking, as well as serves as a Thought Leader and Strategist. Her focus is on implementing real estate solutions that integrate firm’s business, financial and operational goals, focusing on improving profitability and strategy development.

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    • Jul 9

    The Ins and Outs of Payroll, Taxes and Reporting

    Have you ever had to calculate and produce a payroll check without the use of payroll software? If not, you will have the skills after attending this session as we focus on payroll from beginning to end. It is important to understand all aspects of deductions and taxes being withheld from paychecks. We'll also cover the specific rules related to the Employee Retirement Income Security Act of 1974 (ERISA) requirements and employee deductions.

    Objectives:

    •Identify what types of payroll taxes affect a check.

    •Examine how to read and use IRS Circular E.

    •Identify reporting requirements for the Affordable Care Act.

    •Analyze the criteria related to ERISA remittance requirements.

    •Explain the most common types of payroll deductions.

    Speaker Info:

    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

    •60 Minutes

    •Audience: Essentials

    •CLM App Management Category -FS: Financial Management

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    • Jul 17

    July's Hot Topic

    Join us for a hot topic program that is sure to be the driver of conversations in legal offices.
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    • Jul 25

    Putting Out Fires: Hot Topics in Law Firm HR

    We've watched the news and we've read the papers. The stories are everywhere, and one thing remains abundantly clear — law firms absolutely are not immune from the human resources issues that exist in corporate America. While it is not clear what topics will create workplace problems and chaos in the law firm environment in the Fall of 2018 (e.g., confronting leave of absence obligations, addressing workplace harassment, or others), it is those very subjects that will be discussed, examined, analyzed and unpacked. This fast-paced, practical and business-focused session is designed for law firm HR professionals, administrators, C-Level law executives and managers.

    Objectives:

    •Identify best practices for addressing employee relations issues in the law firm environment.

    •Discuss relevant employment laws implicated in dealing with complicated HR issues.

    •Explain how to communicate best to partners, shareholder, managers, etc. that the legal responsibilities are real and that there are severe consequences for a failure to comply with those obligations.

    •Examine how a firm's failure to address these HR complications lowers coworkers' moral and negatively impacts operational efficiencies.

    Speaker Information:

    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.

    60 Minutes

    •Audience: Advanced

    •CLM App Management Category -FS: Human Resources Management

    •HRCI: General Credit

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    • Aug 6

    How to be Hero in Your Next Office Lease Transaction

    The real estate industry stacks the cards against the tenant in any leasing transaction. If you will be involved in your firm's leasing decision or simply want to understand the process better, you should attend this session to learn how to level the playing field and maximize your leverage in the marketplace. It's easy — and you can make a big impact — if you take the time to gather the right information and understand a landlord's motivating factors, you will be able to compete in the marketplace.

    Objectives:

    •Separate fact from fiction — debunk the myth of market.

    •Examine the various ways rent is quoted.

    •Discover the hidden cost of taking expansion space.

    •Evaluate advance renewals — understand the trap of renewing your lease too early.

    •Breakdown the economics of lease renewals and see how low your current landlord should go to retain you as a tenant.

    Speaker Information:

    Douglas Simon started his career as a real estate lawyer for one of Philadelphia's law firms. For the past 15 years, he has been a commercial real estate broker focusing on the special needs of tenants. Simon represents numerous law firms in their leasing requirements and has represented AmLaw 200 firms for more than 15 years throughout the country.

    60 Minutes

    •Audience: Basic

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

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    • Aug 14

    How to Skyrocket Your Personal Brand with Social Media: The Personal Branding Power Hour

    Learn how to effectively implement a personal branding program to grow your reputation and teach your staff to further their personal brand as well. Social media is one of the most powerful tools ever invented to grow your personal brand, but where should you start and how can you determine if you're spending your time effectively? Whether it's navigating the types of content to post or which platforms to use, there are a lot of questions and no definitive answers. Spencer X. Smith is here to help. He'll share what works for him and his clients around the country in simple and actionable terms.

    Objectives:

    •Discuss why building your personal brand is a noble endeavor, and why both you and your company will benefit from your efforts.

    •Define the audience that will benefit from your existing expertise, and discover how to easily reach them through social media.

    •Identify a three-step process you can follow daily to steadily grow your personal brand.

    •Translate and expand these personal branding best practices to your staff.

    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.

    Other Info:

    •60 Minutes

    •Audience: Basic

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

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    • Aug 22

    Performance Appraisals in Law Firms: Yes, They Do Matter

    Now more than ever, letting your employees know how they are performing is one of the most important aspects of any law firm manager's job. Whether a partner, shareholder, member, associate, manager or supervisor, those with evaluation responsibilities in law firms absolutely must take the process seriously and understand the implications — both legal and employee relations — from the failure to do so. Whether the employee is doing a great job or needs significant improvement, it is critical that those with evaluation responsibilities know how to appropriately document the employee's performance and realize the importance of carefully drafting the appraisal.

    Objectives:

    •Examine how appraisals have changed and why appraisals (in whatever form) are so critically important.

    •Describe the appraisal drafting process and identify common mistakes made.

    •Identify the very real legal risks associated with a rushed, poorly worded or not-delivered appraisal.

    Speaker Info:

    Michael S. Cohen 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

     

    60 Minutes

    •Audience: Advanced

    •CLM App Management Category -FS: Human Resources Management

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    • Sep 4

    Amplifying Your IQ (Innovation Quotient)

    Without question, we are living in a time of unprecedented change and unpredictability. Organizations that cling to the status quo, fearful to experiment with new ideas, are risking obsolescence. This is especially true for law firms, which historically have been averse to risk-taking yet now find themselves facing enormous challenges that require bold, out-of-the-box thinking. In this interactive session, attendees will explore two paths for increasing their I-Q (innovation quotient) — design thinking and jazz improvisation. Design thinking encourages practitioners to approach problems and develop solutions in ways that may seem unfamiliar yet are enormously powerful. Jazz improvisation stresses agility, receptivity and finding opportunities in the unexpected. Both "lenses" can be applied immediately to improve firm culture, innovate new client services, and conceive more effective marketing ideas. Come ready to create, collaborate and have fun!

    Objectives:

    •Explain what I-Q is and why it should matter to the law profession.

    •Identify what challenges law firms face in the current business environment and why raising I-Q is critical to success.

    •Define design thinking and apply its principles to real work problems.

    •Identify key principles of jazz improvisation and apply them to real work problems.

    Speaker Information:

    As Founder and President of Right Chord Leadership, Dr. Michael Brenner works with leaders and teams to amplify the essential skills needed to achieve peak performance. He draws on almost two decades of experience as an international leadership consultant, executive coach and educator, and more than 30 years as a professional musician. Brenner has partnered with leading companies in the United States and abroad and has been a featured speaker at conferences around the world, including Sri Lanka and Australia.

    60 Minutes

    •Audience: Intermediate

    •CLM App Management Category: Organizational Development

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    • Sep 10

    Contingency Planning – Is Your Firm Financially Prepared for the Unexpected?

    Unexpected life events don’t just affect individuals—these ripple events have the potential to harm an unprepared firm.  When an attorney at your firm has an incident that causes her to miss time, either temporarily or permanently, how will her absence affect the firm?  When a rainmaker has an unexpected exit, what can the firm do to protect itself financially from his absence?  You can never be completely 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 financial contingency plan and the critical elements of that plan, as well as help you create a checklist of the many different but vital policies and coverages that help protect firm and partner assets.

    Objectives:

    Understand the elements of a successful financial contingency plan

    Determine how to avoid the common pitfalls of employer owned insurance

    Audience Level:

    Basic to intermediate.

    Speakers:

    Corry Johnson has worked in the insurance industry, with a focus on life and disability, since 2002. A cofounder of GLJ Benefit Consultants, In 2010, he founded National Pension Professionals (NPP), an ALA VIP Business Partner, to better serve the retirement planning and investment fiduciary advisory needs of law firms nationwide.  Johnson is a registered LPL Financial investment advisor (member FINRA/SIPC) and holds the AIF® (Accredited Investment Fiduciary) designation.

    Alan Wilson started working with GLJ Benefit Consultants in 2004 as an Employee Benefits Specialist. In 2006, while visiting with a current client, Wilson was introduced to ALA. GLJ Benefit Consultants has since put together a Value In Partnership (VIP) program backed by nationally known companies that specifically addresses the needs of ALA's membership. Wilson also writes articles for Legal Management, speaks frequently on benefits with ALA chapters and at conferences, and consults with individual law firms nationally.

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    • Sep 18

    Current Long-Term Care Insurance Marketplace – What’s Available for My Firm

    Bring your thinking caps and questions as we explore the world of Long Term Care planning for law firms.  National experts and sought-after speakers, will take a detailed look into the realities of Long Term Care and how employees are impacted, both personally and professionally.  Learn the key takeaways to educating employees about this growing benefit.  This course is designed to be informative and concise; giving you the facts you need about long-term care planning today and in the future.

    Objectives:

    1. Get up to speed on recent legislation surrounding long-term care insurance planning
    2. Gain insight into caregiver issues and how to plan for the future
    3. Find out how a long-term care plan fits into your employees’ financial wellness

    Audience level: Intermediate with 5 years of prior experience in firm leadership, benefits legal administrators and operations professionals

    Megan Ellis is a Vice President at LTC Solutions, Inc. and a long term care expert.  She holds nearly 10 years of experience in the LTCi industry and educates HR professionals and brokers across the country via state-filed continuing education courses. Originally from Ohio, Megan currently resides in Tennessee with her husband and two children.  

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    • Sep 25

    Retirement Planning – Navigating the Planned Exit from Practice

    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.  But before these issues can even be considered, the attorney must be prepared to provide for a financial future at the level they have previously enjoyed.  Deliberate and unique planning is required for such a transition.  Our experts will explain the key waypoints and how to plan for the inevitable hazards and detours as you plan for your future.

    Objectives:

    • Learn the importance of financial planning,
    • Demonstrate how to integrate planning on a firm level
    • Encourage planning on an individual level.

    Audience Level:

    Basic to intermediate.

    Speakers:

    Corry Johnson has worked in the insurance industry, with a focus on life and disability, since 2002. A cofounder of GLJ Benefit Consultants, In 2010, he founded National Pension Professionals (NPP), an ALA VIP Business Partner, to better serve the retirement planning and investment fiduciary advisory needs of law firms nationwide.  Johnson is a registered LPL Financial investment advisor (member FINRA/SIPC) and holds the AIF® (Accredited Investment Fiduciary) designation.

    Alan Wilson started working with GLJ Benefit Consultants in 2004 as an Employee Benefits Specialist. In 2006, while visiting with a current client, Wilson was introduced to ALA. GLJ Benefit Consultants has since put together a Value In Partnership (VIP) program backed by nationally known companies that specifically addresses the needs of ALA's membership. Wilson also writes articles for Legal Management, speaks frequently on benefits with ALA chapters and at conferences, and consults with individual law firms nationally.

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    • Oct 8

    October's Hot Topic

    Join us for a hot topic program that is sure to be the driver of conversations in legal offices.
    Learn More
    • Oct 16

    Blockchain: An Evolution or Just the Next Passing Thing?

    No, blockchain and bitcoin are not the same thing, despite what you may have heard! But the technology evolution has been underway for several years and is starting to gain traction in many industries. In fairly short order, we will cover the basics of this evolving technology: what it is, how it works, who created it, what a hash is and how hashing occurs. We'll also examine the potential this technology has to be a true game changer. We'll delve into the different types of blockchains in existence and discuss the distinctions among many of them. Additionally, we will outline how transactions can be consummated through their use. Assets such as cryptocurrencies, tokens, donations and the uses of initial coin offering (ICOs) will be explored. Most importantly, we will discuss how blockchain may impact the practice of law and you as a consumer. An evolution is underway.

    Objectives:

    •Breakdown what blockchain is and what it isn't.

    •Examine how blockchain could be used in the business of law or the practice of law.

    •Discuss the impact of blockchain on your clients' businesses and how it can help them improve efficiency, lower costs and reduce friction in completing transactions.

    •Evaluate how blockchain can be used operationally at your firm or legal department.

    •Explain the importance of blockchain in providing data security. (To date, blockchain has not been hacked.)

    Speaker Information:

    Teresa Walker is Past President of the Association of Legal Administrators, completing a three-year term on the Executive Committee of its Board of Directors and a six-year term on the ALA Board. Walker assumed the ALA President role in May 2015. Her additional service includes being a member of the Large Firm Administrators Caucus, member of the LFA Steering and Education Committees, Trustee of The Foundation of ALA, member of the International Relations Committee and a Founding Member of the Middle Tennessee ALA Chapter.

    •60 Minutes

    •Audience: Basic

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

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    • Oct 23

    Creating a Culture of Accountability

    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.

    Objectives:

    •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

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    • Nov 5

    Redirecting Negative Behavior

    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

    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.

    Objectives:

    •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 19

    Driving Data-Driven Change: Strategy, Planning and Leadership

    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.

    Objectives

    • 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

    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!

    Objectives:

    • 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
    • HRCI: General Credit
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    • Dec 11

    HR Law Update

    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.

    Objectives:

    •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

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    • Dec 19

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

    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.

    Objectives:

    • 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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