Upcoming Webinars

    • Jul 5

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

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

    Objectives:

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

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

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

    Speaker Info

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


     

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

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    • Jul 12

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

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

    Objectives:

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

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

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

    ACCREDITATION:

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

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

     

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    • Jul 18

    New Money: Managing Law Firm Revenue at Client Intake

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

    Objectives:

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

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

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

    Speaker Info

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

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    • Aug 2

    Advanced Excel Tips and Tricks

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

    Objectives:

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

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

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

    Speaker Info

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

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    • Aug 14

    It's No Fun If You Can't Negotiate

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

    Objectives:

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

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

    Speaker Information:

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

    Other Info:

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

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

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

    Objectives:

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

    Speaker Information:

    Seelin Naidoo

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

    Other Info:

    • 60 Minutes
    • Audience: Advanced
    • CLM App Management Category -FS: Financial Management
    Learn More
    • Aug 20

    Creating a Culturally Competent Law Firm

    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.

    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. 

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    • Aug 22

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

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

    Objectives:

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

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

    Michael S. Cohen, JD, is a Partner at Duane Morris LLP in Philadelphia in the firm's Employment Services Practice Group where he concentrates his practice in the areas of employment law training and counseling. A highly rated ALA speaker, he has trained and counseled employees throughout the country on employment subjects, including harassment prevention, diversity, discipline, hiring, firing, recruiting, performance evaluations and compliance. 

    Other Info:

    • 60 Minutes
    • Audience: Intermediate
    • CLM App Management Category -FS: Human Resources Management
    • CLE: Law Practice Management
    • HRCI: General Credit
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    • Sep 6

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

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

    Objectives:

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

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

    Speaker Information:

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

    Other Info:

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

    Pros and Cons of Desktop as a Service

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

    Objectives:                         

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

    Audience Level: Intermediate

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

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

    Other Info:

    • 60 Minutes
    • Audience: Intermediate

    ACCREDITATION:

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

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

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

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    • Sep 19

    Preventing Workplace Violence: Managing the Troubled Employee

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

    Objectives:

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

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

    Speaker Information:

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

    Other Info:

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

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

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

    Objectives:

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

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

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

    ACCREDITATION:

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

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

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

    Learn More
    • Oct 11

    Equipment Leasing Considerations and Strategies

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

    Objectives:

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

    Speaker Information:

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

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

    Other Info:

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

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

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

    Objectives:

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

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

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

    Speaker Info

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

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    • Oct 25

    Profit Patterns Using Matter Budgeting and Alternative Fees to Increase Profits

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

    Objectives:

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

    Speaker Information:

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

    Other Info:

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

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

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

    Objectives:

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

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

    Speaker Information:

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

    Other Info:

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

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

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

    Objectives:

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

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

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

    Other Info:

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

    Conducting a Successful HR Audit

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

    Objectives:

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

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

    Speaker Information:

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

    Other Info:

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

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

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

    Objectives:

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

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

    Speaker Information:

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

    Other Info:

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

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

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

    Objectives:

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

    Audience Level: Intermediate

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

    ACCREDITATION:

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

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

     

     

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    • Dec 13

    Burying the Billable Hour: Implementing Value Pricing in Your Firm

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

    Objectives:

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

    • Learn how the anchoring and framing effects influence pricing

    • Comprehend what and how people buy

    • Learn the importance of price psychology and emotions

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

    • How to construct those pricing options

    • Why your firm should offer a value guarantee

    Audience Level: Essentials

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

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

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

    CLE Language Law Practice Management

    Session Length 60

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    • Dec 19

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

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

    Objectives:

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

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

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

    Speaker Info

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

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