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Communications Management

  • Successfully Navigate the Future: Develop Staying Power Despite Today’s Stress and Speed of Change

    Legal Communications Management
    CM

    Change is happening at the speed of imagination, often causing high levels of confusion and strain on individuals and organizations. Today’s challenges require new levels of confidence and psychological safety. People in every role must be able to respond to the needs of situations without struggle and with emotional intelligence and sense of caring. In order to meet today’s requirement for collaboration and fluidity, each must know how to create psychological safety, using skills to manage their own engagement, productivity and trusting relationships. When this occurs, everyone is able to access and operate from their greatest potential.?Too often today’s conditions result in crisis conditions or disappointing results. In this presentation, these become your greatest opportunity to reconsider and overhaul behaviors and mindsets, so people are able to thrive despite today’s speed of change and complexity. 

    Objectives: 

    • Identify outdated control models that must be dismantled and what to replace them with instead. 

    • Employ a culture model organization wide for all employees, with the end goal of effective cross-functional teamwork.  

    • Discover an approach in which exceptional outcomes are set and achieved using a scalable and virtual system framework. 

    Other Information: 

    60 Minutes 

    Audience: Intermediate 

    CLM Application Credit: Organizational Development 

    CLM® Recertification Credit: 1 hour in the subject area of Communications & Organizational Management (CM) 

    HRCI: General Credit 

    SHRM: Leadership & Navigation 

    SHRM: Instructor-Led Activity 

    CLE: Participatory Credit 

    Speaker:  

    Judy Ryan has been the 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.? 


  • The 25-Hour Day: Time Management and Time Budgeting Strategy

    Legal Communications Management
    CM

    We work in a world that is often characterized by fighting fires and responding to last-minute requests. If you’re surrounded by a constant state of crisis management, these paradigm-shifting concepts will unlock the solution. Truly improving your use of time will require you to evaluate your current personal productivity habits and disciplines (or lack thereof), to consider some new ideas for improvement, and possibly going back to some old but reliable practices. Recalibrate your perspective on time and how you’re using it. Identify ways to become organized and systemized. Master the approach of time budgeting and end that perpetual feeling of urgency. Imagine regaining control of the hours in your day — while becoming more productive and efficient — and having time in life for other personal priorities. The 25-Hour Day Strategy can help make that a reality. Applying these strategies will allow you to save up to an hour each day and will help reduce the stress of constantly living in “survival mode.” 

    ?Objectives: 

    • Identify actionable ideas you can implement immediately to become more organized and more efficient. 

    • Discuss a strategy that will allow you to allocate your time proactively, plan your days and make time for the important tasks that aren’t always screaming for attention, but often determine long-term success. 

    • Review what the ideas and strategies can do for you and your organization, including helping you move from a state of constant crisis-management, high stress and lost productivity to becoming an efficient, well-oiled machine. 

    Other Information 

    • 60 Minutes 

    • Audience Level: Essentials 

    • CLM® Application Credit: - Application Management Category:  1 hours in Self-Management 

    • CLM® Recertification Credit: 1 hour in the subject area of Communications & Organizational Management (CM)  

    • SHRM: Communication 

    • SHRM: Instructor-Led Activity 

    Speaker: 

    Randy Anderson is Co-Founder of E3 Professional Trainers, a training firm providing workplace and life training for individuals, teams and companies. Before starting E3 in 2005, Anderson spent 20 years in sales and management. From that experience, he developed strategies to help people become more engaged in their job, better equipped to do it, and feel empowered to have greater influence at work, while enjoying more personal fulfillment. He delivers these through customized training and keynotes. 


  • Writing as a Thought Leadership Strategy

    Legal Communications Management
    CM

    Writing is one of the most powerful strategies for establishing thought leadership, increasing visibility and credibility, and growing your business. Yet, many professionals don’t believe they have the time or expertise to write. In this interactive and engaging session, book coach Cathy Fyock leads attendees in a series of writing exercises to develop writing muscles that will help grow their businesses and careers. Attendees will walk away with an action plan for writing a series of blogs or articles (that could even lead to a published book!). We’ll also cover the fundamentals of effective business writing. 

    Objectives: 

    • Recognize the power of writing to grow your business and/or build your career. 

    • Define the purpose, thesis, target market and structure for business writing (policies, letters, and emails), as well as for writing blogs and articles (that can be used to build a book). 

    • Practice your writing muscles so that they are writing quickly and confidently. 

    Other Information: 

    • 60 Minutes 

    • Audience: Advanced 

    • CLM® Application Credit: - Application Management Category: 1 hours in Writing Skills 

    • CLM® Recertification Credit: 1 hours in the subject area of Communications & Organizational Management (CM)  

    • SHRM: Communication 

    • SHRM Learning Format: Instructor-Led Activity 

    Speaker: 

    Cathy Fyock, CSP, SPHR, is the Business Book Strategist and works with professionals and thought leaders who want to write as a business growth strategy. She is the author of eight books, including On Your Mark: From First Word to First Draft in Six Weeks and her newest, Blog2Book: Repurposing Content to Discover the Book Youve Already Written. Before her new business launched in 2014, Fyock was an employment strategist with several businesses and HR consulting firms and led her own company, Innovative Management Concepts. She has now helped more than 100 professionals become published authors. 


  • Connected Leadership: Fostering and Retaining an Engaged Team

    Legal Communications Management
    CM

    Do you want to be a leader people want to work for? Creating a strong, engaged team translates into a more positive work environment, lower turnover and greater productivity and collaboration. It also has a direct effect on your organization’s bottom line: Companies with highly engaged employees outperform others by over 200%. Connected Leadership will help you develop the specific skills you need to better connect with your employees. Discover how you can become a leader who attracts and engages an eager, committed team. Build stronger relationships that increase your value, influence and impact.  

    Objectives: 

    • Discover the correlation between a relationship driven leader and the bottom line. 

    • Increase your authenticity and productive energy in interactions.  

    • Build and retain trust to improve productivity, morale, loyalty and retention. 

    • Develop your network and increase your influence. 

    Other Information 

    60 Minutes 

    Audience: Intermediate 

    CLM® Application Credit: - Application Management Category:  1 hours in Organizational Development 

    CLM® Recertification Credit: 1 hour in the subject area of Communications & Organizational Management (CM) 

    HRCI: General Credit 

    SHRM: Relationship Management 

    SHRM: Instructor-Led Activities

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

    This Program has been approved for 1.00 HR (General) recertification credit hours toward aPHR™, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™recertification through HR Certification Institute® (HRCI®).

    Edited HRCI 2020 Seal

    Speaker:  

    Michelle Tillis Lederman, CSP, is the Chief Executive Officer of Executive Essentials, and the author of four books, including The 11 Laws of Likability and her latest, The Connectors Advantage. Named one of Forbes Top 25 Networking Experts, Lederman is has appeared on NBC, CBS, Fox, Gayle King and NPR and been featured in The Wall Street Journal, The New York Times, Working Mother and U.S. News & World Report, among others. She holds degrees from Lehigh University and Columbia Business School. 


  • Driving Data-Driven Change: Strategy, Planning and Leadership

    Legal Communications Management
    CM

    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.


  • Redirecting Negative Behavior

    Legal Communications Management
    CM

    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


  • Creating a Culture of Accountability

    Legal Communications Management
    CM

    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

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

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


  • Amplifying Your IQ (Innovation Quotient)

    Legal Communications Management
    CM

    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


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

    Legal Communications Management
    CM

    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.


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

    Legal Communications Management
    CM

    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.


  • Creating an Empowered Environment

    Legal Communications Management
    CM

    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.


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

    Legal Communications Management
    CM

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

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

    Objectives:  

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

    CLM Application Credit: Organizational Development

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

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

    Speaker

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


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

    Legal Communications Management
    CM

    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.


  • It's No Fun If You Can't Negotiate

    Legal Communications Management
    CM

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

    Objectives:

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

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

    Speaker Information:

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

    Other Info:

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

  • What's NOT Being Said NEEDS To Be Understood

    Legal Communications Management
    CM

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

    Objectives:

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

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

    Speaker Information:

    Pete Smith

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

    Other Info:

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

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

    Legal Communications Management
    CM

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

    Innovation is simply creativity applied for a purpose. This engaging session introduces the three basic tools used by innovators: fluency (many ideas), flexibility (many perspectives), and uniqueness (new approaches). Additionally, it reveals how applied improv principles are helpful for legal management professionals. Objectives:

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

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

    Speaker Information:

    Izzy Gesell

    Izzy Gesell is an "organizational alchemist" who helps people navigate their internal logjams to emerge confident, spontaneous and effective. Through keynotes, breakouts, coaching and facilitated sessions, Gesell offers imaginative, intuitive and immediately useful insights and programs. Among the first to use improv concepts as tools for personal and organizational learning, he is the author of Playing Along: Group Learning Activities Borrowed from Improv Theater and 3 video courses on Lynda.com/LinkedIn Learning

    Other Info:

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

  • Trello: Increase Your Productivity Overnight

    Legal Communications Management
    CM

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

    Objectives:

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

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

    Spencer Smith

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

    Other Info:

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


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

    Legal Communications Management
    CM

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

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

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

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

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


  • How to Tell When Someone Is Lying

    Legal Communications Management
    CM

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

    Objectives:

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

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

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

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

 

Financial Management

  • What Every Law Firm Administrator Needs to Know about Attorney Compensation Plans

    Legal Finance Management
    FM

    A close-up look at the attorney compensation models, trends and techniques law firms are currently employing to attract and retain talent, encourage productivity and growth, and enhance firm profitability in 2020. Your firm’s compensation policies and models are your most important key to retaining talent, attracting new talent, incentivizing productivity and growth, and protecting your firm’s culture and profitability. This webinar will help you understand current compensation options, update you on what’s working and what’s not working for other firms, and provide you with proven ideas, techniques and best practices for making your firm’s compensation plan more effective at rewarding and retaining legal talent. 

    Objectives:

    • Define the basic attorney compensation models, including formulas and plans law firms are now using.

    • Discuss performance-based subjective compensation systems. 

    • Discuss partner and associate compensation formulas. 

    • Analyze trends in nonperformance-based systems, trends and controversies in associate compensation 

    • Identify best practices in attorney compensation your firm should be considering now. 

    Other Information 

    60 Minutes 

    Audience: Intermediate 

    CLM® Application Credit for Functional Specialists: 1 hour in the subject area of Legal Industry/ Business Management (LI) towards the additional hours required of some Functional Specialists to fulfill the CLM application. 

    CLM® Recertification Credit: 1 hour in the subject area of Legal Industry/ Business Management (LI) 

    CLE: Participatory Credit 

    Speaker: 

    Brenda Barnes, CPA, has more than 35 years of law firm management experience and has a unique perspective on running a legal practice and understands how to run your company like a business. She earned her bachelor’s in accounting and her MBA from the University of Texas. She is also the Past President of ALA-Austin. Since establishing B2 Management and Consulting 10 years ago, Barnes oversees a staff of accountants that work to maximize the efficiency of their clients’ offices and operations and exceed their revenue goals. 


  • FREE COVID19: The CARES Act and What It Means for Your Business

    Legal Finance Management
    FM

    Small businesses are looking for an economic lifeline as a result of losses due to the COVID-19 pandemic. They’ll now have several loan programs they may be able to tap for help, thanks to the Coronavirus Aid, Relief and Economic Security (CARES) Act signed into law March 27, 2020. The $2 trillion bill offers $349 billion in specific relief for small businesses — including loan forgiveness. This historic bill also adds to the already-existing Small Business Administration (SBA) disaster loan program available at low interest rates. Join this webinar to learn about these loan programs as you consider these options for your business.

    Objectives:

    • Classify the SBA loan options available to small businesses, including the Payment Protection Program and Economic Injury Disaster Loan Program.
    • Interpret the eligibility for the loans and the terms of the different loan programs.
    • Make use of guidance for preparing your loan application(s) and ensuring approval.

    Other:

    60 Minutes

    Audience: Essentials

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

    CLM® Recertification Credit: 1 hours in the subject area of Financial Management (FM)

    Vanessa Tiradentes, Partner at Gould & Ratner, represents a wide range of businesses and individuals in all phases of commercial litigation in both federal and state courts. Her experience includes handling allegations of breach of fiduciary duty, business divorces, contract disputes and indemnification claims, among other commercial matters.

    Admitted to practice in four states, Vanessa spent several years representing clients in Delaware’s state and federal courts at both the trial and appellate levels. She has been involved in matters involving corporate, commercial, intellectual property and other business-related issues. In 2016, she was recognized as a Delaware Rising Star in business litigation by SuperLawyers magazine, and again as an Illinois Rising Star in 2018, 2019 and 2020.

    Jeffrey Levinson, Senior Vice President, Market Leader North Dade and Broward County at Bank OZK.


  • Defining and Calculating Law Firm Profits

    Legal Finance Management
    FM

    This one-hour webinar will focus on how law firms and law firm leadership can calculate and assess the profitability of their enterprise and segments thereof.  Participants will be provided with examples of profitability assessment tools and frameworks that can easily be adapted to their practice, regardless of size and practice area. 

    Objectives: 

    • Identify the key value drivers to law firm profits. 

    • Assess how practice segments compare economically. 

    • Understand the benefits of profitability benchmarking. 

    Other Information: 

    • 60 Minutes 

    • Audience: Intermediate 

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

    • CLM® Recertification Credit: 1 hours in the subject area of Financial Management (FM) 

    • CPE: Participatory Credit 

    Speaker: 

    Ronald Seigneur, CPA/ABV, ASA, MBA, CVA, is Managing Partner of Seigneur Gustafson LLP, where he provides tax planning and compliance services for more than 30 law firms and 80 attorneys, in addition to a wide range of other professionals. He’s responsible for financial forensics, economic damages assessments, business and intellectual property valuation, exit planning and related litigation support services. He is a Co-Author of Financial Valuation: Applications and Models, and Reasonable Compensation: Application and Analysis for Appraisal, Tax and Management Purposes, and is a Fellow of the College of Law Practice Management. 


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

    Legal Finance Management
    FM

    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, Chief Operating Officer of the regional law firm Rivkin Radler LLP, has more than 25 years of law and accounting firm experience and has been a Certified Legal Manager (CLM)SM since 2006.  Fred specializes in financial and organizational management and is also a senior faculty member and consultant with the Legal Lean Sigma® Institute.

    Fred is a highly rated thought-leader and sought after speaker, and author of articles on a wide-range of topics and best practices. He has been published on topics such as billing and collections, profitability, attorney compensation systems, alternative fee arrangements, process improvement, project management and strategic planning by Law Practice Magazine, Law Practice Today and The Legal Executive Institute, Attorney at Work, among others and was inducted into the National Speakers Association in 2013.

    In 2012 he received the Association of Legal Administrator’s Outstanding Association Volunteer Award and was named CFO of the Year by Long Island Business News.  Fred was the first CLM on Long Island and from May 2013 – May 2016, was the Chair of ALA’s Certification Committee. 


  • Law Firm Profitability: More About Navigating the New Normal

    Legal Finance Management
    FM

    Many economists tell us the effects of the recession are behind us and the economy is moving forward, but there are a fair share who believe another recession is around the corner.  However, past or future, the impact of a recession won the legal profession will change how law firms conduct business.  With commodity practices growing and demand fluctuating, there is greater need for law firms to examine their current business models and adapt and regroup in response to the ongoing “new normal”; a paradigm shift that involves better matter management, expense control and revenue building.  Law firms that focus on process improvement and project management, revenue building both through hourly and alternative fee arrangements, reduce costs, promote efficiency, create value for clients and enhance profitability, will differentiate themselves from their competition in the business development arena.

    Learning Objectives:

    • Discover what to expect in the legal profession in 2020
    • Determine how law firms should respond to the momentum of the “new normal”
    • Analyze the Pros and Cons of Hourly v. non-hourly billing alternatives (AFAs) –
    • Apply profitability under the new normal – metrics mixed with process improvement and project management
    • Differentiate the considerations and drivers for profitability
    • Apply baby steps for implementing AFAs in law firms

    Other Info:

    60 Minutes

    Audience Level: Intermediate

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

    CLM® Recertification Credit: 1 hour in the subject area of Financial Management  (FM)

    Speaker:

    Frederick J. Esposito, Jr., MBA, CLM, is a senior member of the faculty and a consultant for the Legal Lean Sigma Institute LLC. In May 2018, Fred earned a Yellow Belt Certification in Legal Lean Sigma® and Project Management and is working toward his Green Belt Certification.  Fred specializes in financial and organizational management and has managed and worked in a consulting capacity with several law firms, both international and domestic. Fred brings considerable “real world” experience to his role with the LLSI.  He currently serves as Chief Operating Officer of the regional law firm Rivkin Radler LLP and has been a Certified Legal Manager (CLM)SM since 2006. He is a frequently sought out 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.


  • The Ins and Outs of Payroll, Taxes and Reporting

    Legal Finance Management
    FM

    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

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

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


  • Profit Planning and Cost Accounting for Law Firms

    Legal Finance Management
    FM

    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.


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

    Legal Finance Management
    FM

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

    Objectives:

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

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

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

    Other Info:

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


  • Profit Patterns Using Matter Budgeting and Alternative Fees to Increase Profits

    Legal Finance Management
    FM

    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


  • New Money: Managing Law Firm Revenue at Client Intake

    Legal Finance Management
    FM

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

    Objectives:

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

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

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

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


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

    Legal Finance Management
    FM

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

    Objectives:

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

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

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

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



  • Impacting Financial Performance: Key Performance Indicators

    Legal Finance Management
    FM

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

    Objectives:

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

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

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

    Other Info:

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

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

    Legal Finance Management
    FM

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

    Objectives:

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

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

    • 60 Minutes
    • Audience: Intermediate
    • CLM App Management Category -FS: Financial Management
    • CLE: Law Practice Management
    Jay Erdman, CPA, a Principal in Rippe & Kingston, LLC, consults with a large number of law firms across the country on a range of topics, including partner development and financial management issues. Erdman earned his degree in accounting and management from the University of Cincinnati and has more than 35 years of accounting experience and law firm specialization.
  • The Financial Reporting Checklists Every Firm Should Be Doing

    Legal Finance Management
    FM

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

    Objectives:

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

    Audience Level: Intermediate

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

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

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


 

Human Resources Management

  • From Diversity to Inclusion: Creating a Culturally Competent Law Firm

    Legal Human Resources Management
    HR

    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: 

    • Illustrate and recognize the unique challenges that the legal industry faces when it comes to diversity and inclusion. 

    • Define diversity and culture and its impact on relationships within our organizations. 

    • Demonstrate the importance of collaborative working relationships with diverse colleagues and the benefits of diverse perspectives in problem-solving. 

    • Recognize the importance of infusing diversity and inclusion 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 and inclusion within our organizations. 

    Other Information: 

    60 Minutes 

    Audience: Intermediate 

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

    CLM® Recertification Credit: 1 hour in the subject area of Human Resources Management (HR) 

    HRCI: General Credit 

    SHRM: Communications 

    CLE: Recognition of Bias 

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

    This Program has been approved for 1.00 HR (General) recertification credit hours toward aPHR™, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™recertification through HR Certification Institute® (HRCI®).

    Edited HRCI 2020 Seal

    Speaker: 

    Jessica Mazzeo is a Co-Founder and Chief Operating Officer of Griesing Law, a women-owned and operated law firm in Philadelphia. She provides a critical leadership role in all aspects of the firm, assures that operational excellence is a top priority, and focuses on overseeing and implementing all the firm’s business operations, while establishing policies that promote and retain the firm’s culture and strategic vision. Mazzeo is a frequent author on legal topics. 


  • Law Firm Hiring and Interviewing: When It Has to Be the Right Person

    Legal Human Resources Management
    HR

    In the increasingly competitive law firm environment, hiring the best applicant is imperative and doing so without creating a legal liability is essential. In today’s litigious environment, it is necessary to take the time upfront to do things right. Learn how! This one-hour webinar will focus on what you can and cannot do during the hiring process. It will examine the entire hiring process, including 1) taking appropriate precautions even before the first interview is conducted; 2) avoiding unlawful questions during the interview; and 3) documenting the decision-making process. The use of behavioral interviewing, background checks, the dangers associated with the use of social networking websites, proper documentation and other necessary pre-offer recruitment techniques will be discussed. 

    Objectives: 

    •       Describe the appropriate steps to be taken in advance of the interview process. 

    •       Identify the dangers associated with asking improper questions during the interview. 

    •       Discuss the questions that should be asked and how they should be asked. 

    •       Create proper documentation during and following the interview process. 

    •       Employ the use of background checks and other pre-employment screening methods. 

    Other Information: 

    60 Minutes 

    Audience: Intermediate 

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

    CLM® Recertification Credit: 1 hour in the subject area of Human Resources Management (HR) 

    HRCI: General Credit 

    SHRM: Communication 

    SHRM: Instructor-Led Activity 

    CPE: Participatory Credit 

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

    This Program has been approved for 1.00 HR (General) recertification credit hours toward aPHR™, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™recertification through HR Certification Institute® (HRCI®).

    Edited HRCI 2020 Seal

    Speaker: 

    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. 


  • A RoadMap for Succession Management: Making Succession Part of the Talent Management Lifecycle

    Legal Human Resources Management
    HR

    Within a year, the U.S. Census Bureau projects that eight adults per minute will turn 65. Over 60% of equity partners are in their late 50s or 60s (or early 70s) and often control a quarter or even a half of their firms’ revenue. Most law firms are led by managing partners who also are at the more senior-end of the age spectrum. Has your firm implemented an effective succession program that ensures stability and leadership as your partners retire and ensures the firm’s legacy? 

    Objectives: 

    • Define the issues and threats posed by aging partners and rainmakers. 

    • Identify the needs and competencies of future leaders and rainmakers. 

    • Assess your current talent and skills gaps.  

    • Develop a framework for addressing and overcoming challenges related to identifying, recruiting, training, retaining and advancing high potential successors in both small and large law firms. 

    Other Information: 

    60 Minutes 

    Audience: Intermediate  

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

    CLM® Recertification Credit: 1 hour in the subject area of Human Resources Management (HR) 

    HRCI: General Credit  

    SHRM: Personnel HR 

    SHRM: Instructor-Led Activity 

    CLE: Participatory Credit 

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

    This Program has been approved for 1.00 HR (General) recertification credit hours toward aPHR™, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™recertification through HR Certification Institute® (HRCI®).

    Speaker: 

    Susan Saltonstall Duncan is the President of RainMaking Oasis, a management and business development consulting firm that helps lawyers and law firms develop effective strategy, succession, practice and industry group, client service, and business development initiatives. She has been working with law firms since 1980, providing consulting services for more than 30 of those years. In 2011 and 2012, Duncan served as Chief Strategy and Development Officer of Squire Sanders, a global law firm with 1,200 lawyers worldwide. 


  • Be the Difference: Raising Awareness and Preventing Harassment in the Workplace

    Legal Human Resources Management
    HR

    Harassment is not a sexy subject and ethics are more than words. What was once tolerated (although illegal), is now covered in the media daily and creating more workplace disruption than could have ever been imagined just a few years ago. Unethical activity, including sexual harassment, is front and center in workplace training and needed because of the negative impact that harassment has on both the employer and employee in today’s workplace. In addition to the time and expense of a potential complaint, harassment can impact the workplace in a negative manner by causing lower employee morale, increased absenteeism, lower productivity, decreased commitment to the employer and decreased motivation. Sexual harassment prevention training may also provide an affirmative defense for employers if a complaint is filed against them. This memorable program will raise awareness regarding harassment and explain the do’s and don’ts of creating a respectful workplace for everyone.? 

    Objectives: 

    • Define what motivates people to participate in harassment. 

    • Identify how to recognize harassment in the workplace. 

    • Discover what can be done to prevent sexual harassment from occurring. 

    • Devise simple steps to prevent harassment in the workplace. 

    Other Information: 

    • 60 Minutes 

    • Audience: Basic 

    • CLM® Application Credit for Functional Specialists: 1 hours in the subject area of Human Resources Management (HR) towards the additional hours required of some Functional Specialists to fulfill the CLM application. 

    • CLM® Recertification Credit: 1 hours in the subject area of Human Resources Management (HR) 

    • HRCI: General Credit 

    • SHRM: Ethical Practice 

    • SHRM: Instructor-Led Activity 

    • CPE: Recognition and Elimination of Bias 

    Speaker:  

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


  • FREE COVID-19: Flattening the Curve Without Flattening Your Employees and Company - brought to you by iSolved

    Legal Human Resources Management
    HR

    So much has happened in so little time. There are still many things we don’t know about how the coronavirus pandemic will affect employers, but there’s still much that we can cover. Family and medical leave (FMLA) has been expanded in the interim. Regulations regarding unemployment, emergency paid sick leave, tax credits, ADA and equal opportunity employment have been released, and additional state restrictions are coming out daily. Attend this webinar and we’ll make a little sense of the chaos.

    Objectives:

    • Demonstrate how to execute/implement the new requirements.
    • Illustrate eligibility requirements.
    • Outline the effective date of the Families First Coronavirus Response Act.
    • Summarize key elements for employers.

    Speaker:

    Karen Kirkpatrick is the Owner of On Your Mark Consulting, where she continues a long career of helping insurance brokers, certified public accountants, third-party administrators and other employers understand complex regulations and create action items. Previously, she worked at Infinisource for 18 years, where she gained a national reputation for being one of the foremost experts on HR compliance, payroll, COBRA, HIPAA, FMLA, consumer-driven health plan options, health care reform and other benefit laws.

    Other:

    60 Minutes

    Audience: Essentials

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

    CLM® Recertification Credit: 1 hours in the subject area of Human Resources Management (HR)


  • Results of BigHand/ALA Operations Survey Released

    Legal Human Resources Management
    HR

    New research conducted by BigHand, ALA and HBR Consulting has uncovered high retirement and attrition rates among legal support staff. These trends will fuel the need for law firms to act quickly to organize their legal support services in order to continue offering optimal support to attorneys and clients.

    This webinar will deliver actionable insights as a panel of experts — including ALA Interim Executive Director April L. Campbell, JD — discusses the survey results and the overall climate of increased staff turnover, loss of knowledge, budget cuts and more.

    The survey of 120 senior HR and support services professionals from firms across North America reveals:

    • U.S. firms are facing an attrition time bomb within legal support services: participants reported that they expect to lose 40% of their legal secretaries in the next three years, and over half (58%) by 2025.
    • Backfilling these generalist secretarial roles is considered a “key challenge” as traditional skillsets are no longer available in the market.
    • Attorneys’ support needs are evolving nearly three-quarters of participants rate the challenge of satisfying the different levels of support for multiple generations of attorneys at a 7 or more out of 10.
    • As a result, over two-thirds confirm that their support services are changing, with firms exploring specialized groups, outsourcing and centralization in low-cost locations.

    See the full report here.


  • Shaping Hearts, Minds, and Firm Cultures: Effective Prevention Training in the #MeToo Era

    Legal Human Resources Management
    HR

    New York recently legislated sweeping sexual harassment prevention training requirements and more states are sure to follow. The growing realization is that yesterday’s training has not worked to shape much-needed change within corporate cultures, and we must address that fact. This session re-examines training content, instructional methods, organizational structures and grievance reporting procedures. It explores the requisite skills you need, and the tough decisions you will have to make, to comprehensively address workplace harassment, discrimination and bullying. 

    Objectives: 

    • Identify the training content that informs a candid discussion of gender, power and sexual dynamics in the workplace. 

    • Recognize effective instructional structures, methods and communications designed to ensure senior leadership buy-in and support. 

    • Describe the powerful role that bystander engagement training can play in creating a proactive response to avoiding harassment and abusive conduct. 

    • Review the revised grievance and investigation procedures that can effectively address the chilling fear of retaliation among complainants, while diminishing concerns of HR bias in favor of executive leadership. 

    Other Information: 

    60 Minutes 

    Audience Level: Intermediate 

    CLM® Application Credit: 1 hour in Organizational Development   

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

    CLM® Recertification Credit: 1 hour in the subject area of Human Resources Management (HR) 

    HRCI: General Credit 

    SHRM: Ethical Practice 

    SHRM: Instructor-Led Activity 

    CLE: Recognition and Elimination of Bias

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

    This Program has been approved for 1.00 HR (General) recertification credit hours toward aPHR™, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™recertification through HR Certification Institute® (HRCI®).

    Edited HRCI 2020 Seal

    Speaker: 

    Glen Kraemer, JD, is a Founding and Managing Partner of the employment law firm Hirschfeld Kraemer LLP. The firm 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. He served as the keynote speaker for the Professionals in Human Resources Association's Annual Legal Update Conference for 18 consecutive years. 


  • Nine Minutes on Monday: The Simple Way to Motivate Your Staff

    Legal Human Resources Management
    HR

    Nine Minutes on Monday is a simple system to help you raise productivity, boost morale and increase employee engagement. The No. 1 reason managers fail to increase productivity and get the best out of their people is they neglect to keep their leadership priorities in front of them. In today’s environment, it’s easy to become task-focused, leaving work teams that are over-managed, under-led and operating below their true potential. Nine Minutes on Monday combines proven engagement drivers and principles of human motivation into a simple system of execution. 

    Objectives: 

    • Discover how to implement the top engagement drivers and identify which ones you need to focus on the most to create a motivated and high-performance team. 

    • Recognize how to increase motivation with three simple questions that will connect purpose to pay by creating a clear line of sight between what employees do and how it affects the organization. 

    • Develop a four-step formula for giving feedback that takes the stress out of addressing subpar performance and drives complacency from the workplace. 

    • Indicate how to use the recognition codes to reward and recognize your employees so they feel valued, appreciated and inspired. 

    Other Information: 

    • 60 Minutes 

    • Audience: Essentials 

    • CLM® Application Credit: 1 hour in Organizational Development   

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

    • CLM® Recertification Credit: 1 hour in the subject area of Human Resources Management (HR) 

    • HRCI: General Credit 

    • SHRM: Communication 

    • SHRM Learning Format: Instructor-Lead Activity 

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

      This Program has been approved for 1.00 HR (General) recertification credit hours toward aPHR™, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™recertification through HR Certification Institute® (HRCI®).

      Edited HRCI 2020 Seal

    James Robbins is a rare mix of management consultant, change specialist, adventurer and motivational speaker. He speaks to audiences worldwide, helping them raise their performance to match their potential. He has been helping equip and transform leaders for more than 20 years. In 2012, Robbins wrote Nine Minutes on Monday: The Quick and Easy Way to Go from Manager to Leader. His style of teaching has set him apart as a master communicator, combining stories from his adventures with practical truths that help audiences make simple changes that stick.  


  • HR Law Update: Learn all about the hottest topics in human resources and employment law facing law firms today.

    Legal Human Resources Management
    HR

    Learn all about the hottest topics in human resources and employment law facing law firms today. 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:

     Mark D. Brookstein is a Partner of Gould & Ratner LLP who focuses on commercial litigation and employment law. Brookstein enjoys a diverse practice across a broad spectrum of industries. In addition to litigating matters involving contracts, real estate, business torts and other commercial disputes, he regularly advises employers on matters such as regulatory compliance, employee issues and protection of proprietary information. As a litigator, Brookstein provides trusted business counsel to further Gould & Ratner’s philosophy of understanding a client’s overall strategic goals first and foremost.

    Emily Wessel Farr has years of experience as both a litigator and an employment attorney. She advises employers on a wide-range of issues such as civil rights violations, harassment and discrimination, protection of trade secrets, NLRB matters, peer review and credentialing and HR training.She also regularly advises business and individuals on corporate matters including breach of contract, unfair labor practices, civil rights and ADA violations, disciplinary actions and licensing issues. Wessel Farr provides thoughtful (yet efficient) counsel, and enjoys educating her clients so they can protect their companies

    Jillian M. Molz, As a member of Gould & Ratner’s Litigation Practice  focuses her practice in various areas of traditional labor and employment law, and commercial litigation cases.
    While attending law school at Loyola University Chicago School of Law, she was a board member for both the Labor and Employment Law Society and the Child and Family Law Society. She was also a Moot Court Honors Appellate Advocacy program member and was the recipient of the CALI Award of Excellence in Constitutional Law, Employment Law and Employment Discrimination

    •60 Minutes

    •Audience: Intermediate

    •CLM App Management Category -FS: Human Resources Management

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

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


  • IP Support Staffing Trends and Hiring and Retention Strategies

    Legal Human Resources Management
    HR

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

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

  • Performance Appraisals in Law Firms: Yes, They Do Matter

    Legal Human Resources Management
    HR

    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

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

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


  • Confronting the Oxymoron: The Economics of Well-Being

    Legal Human Resources Management
    HR

    The spotlight on mental health and well-being in the legal profession has never been brighter. More law firms, legal departments, and law schools are establishing programs to do better, including signing the ABA's Well-being Pledge. Altruism isn't the only motivator for organizations taking better care of the health of their workforce. There's also a compelling economic rationale. The $9.1 billion lost to attrition by 400 top US law firms in a single year demonstrates hint that there's significant economic motivation to drive a culture shift. In this webinar, Renee Branson, an expert on well-being in high-performing organizations, and Tim Corcoran, a veteran presenter on law firm finance topics, will make the case for investing in well-being as they demonstrate impact it has on retention, innovation, performance, and incremental revenue and profit.

    Learning Objectives:

    • Illustrate the key tenets of a well-being program, including the ABA Pledge
    • Demonstrate the economic rationale and business case for improving workforce wellbeing
    • Provide guidance on how to get started and how to measure success

    Other:

    Time: 60 Minutes

    Audience Level: Intermediate

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

    CLM® Recertification Credit: 1 hour in the subject area of Human Resources Management  (HR)

    Speakers:

    Tim Corcoran is a former CEO who guides law firm and law department leaders in the profitable disruption of outdated business models. Renee Branson is a therapist, educator, and advisor to business leaders on building and sustaining well-being in the workforce.

    Renee Branson’s passion and purpose are helping individuals, teams, and organizations cultivate resilience. As a Certified Resilience Coach (CReC), she provides clients with immediately usable tools to increase resilience, well-being, and optimism in the workplace. She works with lawyers, legal marketers, business professionals, non-profit leaders, and others to help them develop and incorporate resilience in their own professional lives and in the teams they lead. 


  • Putting Out Fires: Hot Topics in Law Firm HR

    Legal Human Resources Management
    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

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

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


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

    Legal Human Resources Management
    HR

    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. 


  • Workplace Internal Investigations: A Novel Approach

    Legal Human Resources Management
    HR

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

    Objectives:

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

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

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

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

    Other Information:

    •Audience: Intermediate

    •CLM App Management Category -FS: Human Resources Management

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

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

    Speaker Info:

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

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


  • Developing an Associate-Marketing Training Program

    Legal Human Resources Management
    HR

    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).


  • Conducting a Successful HR Audit

    Legal Human Resources Management
    HR

    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

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

    Legal Human Resources Management
    HR

    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.



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

    Legal Human Resources Management
    HR

    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

  • Creating a Culturally Competent Law Firm

    Legal Human Resources Management
    HR

    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.

     



  • A Transgender Experience: A Personal Account

    Legal Human Resources Management
    HR

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

    Objectives:

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

    Audience Level: Intermediate

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

    • 60 Minutes
    • Audience: Intermediate
    • CLM App Management Category -FS:
    • CLE: Law Practice Management
    • HRCI: General Credit
    Lt. Rachel Esters is a graduate of the School of Police Staff and Command at Northwestern University and is a 22-year veteran with the Larimer County Sheriff's Office in Fort Collins, Colorado. While an executive member of her organization, she was both a leader and the subject employee during her gender transition. In 2013, Esters shared with friends and co-workers that she was transgender, and since that announcement, she has made the physical and social change of gender from male to female while serving in a law enforcement agency.
  • Advanced 401(k) Planning and Strategies

    Legal Human Resources Management
    HR

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

    Objectives:

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

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

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

    Other Info:

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

  • Diversity & Inclusion: 60 Tips in 60 Minutes

    Legal Human Resources Management
    HR

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

    Objectives

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

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

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


  • ADA and ADAAA Training for Human Resources

    Legal Human Resources Management
    HR

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

    Objectives:

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

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

    • 60 Minutes
    • Audience: Intermediate
    • CLM App Management Category -FS: Human Resources Management
    • CLE: Law Practice Management
    • HRCI: General Credit
    Renee Culotta, JD, has practiced labor and employment law for 20 years. Her expertise is in providing proactive employment counseling to avoid litigation. She is a frequent speaker, training management and employees on myriad employment issues. Culotta is also an experienced litigator, having successfully defended harassment and discrimination lawsuits, including claims involving age, race, sex, religious and disability discrimination.
  • Building Effective Mentoring Programs

    Legal Human Resources Management
    HR

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

    Objectives:

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

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

    60 Minutes

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

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



 

Legal Industry/Business Management

  • The 2020 Election and the Practice and Business of Law

    Legal Industry Management
    LI

    While all elections are important, the 2020 US elections are generating significant interest among the general public and the legal community.  This talk examines the context of the 2020 American elections, looking at what factors will influence the outcome and how the results will potentially affect the practice of law in 2021 and beyond.

    Objectives:

    * Understand the importance of the 2020 elections

    * Identify which factors will influence the 2020 elections
    * Describe the current challenges confronting the practice and business of law
    * Anticipate possible ways the 2020 elections will impact legal practice and administration

    Other Information:

    60 Minutes 

    Audience: Intermediate

    CLM® Application Credit for Functional Specialists: 1 hour in the subject area of Legal Industry/ Business Management (LI) towards the additional hours required of some Functional Specialists to fulfill the CLM application. 

    CLM® Recertification Credit: 1 hour in the subject area of Legal Industry/ Business Management (LI) 

    CLE: Participatory Credit 

    Speaker Information:

    David Schultz is a professor of Political Science and a professor of Legal Studies at Hamline University and a professor of Law at the University of Minnesota. A three-time Fulbright scholar who has taught extensively in Europe and Asia, and the winner of the Leslie A. Whittington national award for excellence in public affairs teaching, David is the author of more than 35 books and 200+ articles on various aspects of American politics, election law, and the media and politics, and he is regularly interviewed and quoted in the local, national, and international media on these subjects including the New York Times, Wall Street Journal, the Washington Post, the Economist, and National Public Radio.   His most recent books are Encyclopedia of Money in American Politics (2018) and Presidential Swing States (2018).  


  • Free: The Novel Coronavirus (COVID-19) Is Here. Now What?

    Legal Industry Management
    LI

    The world health community continues to monitor closely the emergence of the Novel Coronavirus COVID-19 and its spread has been declared a “public health emergency of international concern” by the World Health Organization. At this time, no one knows how severe this outbreak will be and we are still learning details about the COVID-19 virus and how it is spread within communities. Law firms need to be prepared to balance the health and safety of their people while continuing to serve the needs of clients. From business insurance issues to risk management implications to leading your population through uncertainty, join Pillsbury partner David Klein and Chief Human Resources Officer Kathleen Pearson as they share practical approaches law firms can take in this uncertain time.

    Learning Objectives

    • Classify your business insurance and workers’ compensation coverage
    • Identify risk management implications
    • Demonstrate how to communicate and lead effectively in a crisis

    David Klein, a Pillsbury Litigation partner, is repeatedly recognized in Chambers USA for his skill in resolving insurance coverage disputes through litigation and negotiation. David brings extensive experience in insurance matters involving general and excess liability, pollution legal liability, first party/business interruption, fidelity/crime, directors and officers, and errors and omissions coverage. He also advises clients on proposed terms of coverage at placement and renewal.

    As Chief Human Resources Officer, Kathleen Pearson is responsible for developing and executing human resource strategy in support of the overall strategic direction of the firm. Kathleen oversees all HR-related functions for the firm and provides strategic leadership specifically in the areas of employee relations, talent management, benefit administration, change management, organizational and performance management, training and development, and compensation. 


  • Are You Ready for It? The Law Firm Office of the Future

    Legal Industry Management
    LI

    In this interactive session, the speaker will focus on introducing current and future trends in real estate that law firms should be preparing to embrace. With the uptick in the hiring of Millennials, technological advances and the need for employers to embrace the mobile workforce, attendees will get the benefit of finding out what they need to do with this ever-changing workforce. With perspectives from both law firms who have already embraced these new trends, along with the real estate professionals who partner these deals, attendees will learn new insights on these upcoming trends of the future law firm workplace. 

    Objectives: 

    • Discover ways to adapt and embrace a mobile workforce. 

    • Discuss how to minimize overhead cost with a newly structured law office layout. 

    • Identify tips on working with law firm management to implement this new structure. 

    Other Information: 

    • 60 Minutes 

    • Audience: Intermediate 

    • CLM® Application Credit for Functional Specialists: 1 hour in the subject area of Legal Industry/ Business Management (LI) towards the additional hours required of some Functional Specialists to fulfill the CLM application. 

    • CLM® Recertification Credit: 1 hour in the subject area of Legal Industry/ Business Management (LI) 

    • CLE: Participatory Credit 

    Speaker: 

    Jessica Mazzeo is a Co-Founder and Chief Operating Officer of Griesing Law, a women-owned and operated law firm in Philadelphia. She provides a critical leadership role in all aspects of the firm, assures that operational excellence is a top priority, and focuses on overseeing and implementing all of the firm’s business operations, while establishing policies that promote and retain the firm’s culture and strategic vision. Mazzeo is a frequent author on legal-related issues. 


  • Turning Retreats into Revenue

    Legal Industry Management
    LI

    When designing a firm or group retreat, it’s important to develop programming that will deliver a significant return on the time and money invested in these events. To accomplish this goal, get lawyers laser-focused on generating more revenue. A well-crafted retreat can serve as a launching pad that motivates lawyers to engage in high-value business development activities. 

    Objectives: 

    • Identify the major goals of a revenue-focused retreat. 

    • Define key elements that drive revenue-generating behavior.  

    • Discuss programming ideas designed to drive revenue-producing activity. 

    • Illustrate approaches for how lawyers can maximize their business development time at the retreat. 

    • Discuss retreat follow-up techniques. 

    Other Information: 

    60 Minutes 

    Audience: Advanced 

    CLM® Application Credit for Functional Specialists: 1 hour in the subject area of Legal Industry/ Business Management (LI) towards the additional hours required of some Functional Specialists to fulfill the CLM application. 

    CLM® Recertification Credit: 1 hour in the subject area of Legal Industry/ Business Management (LI) 

    CLE: Participatory Credit 

    Speaker: 

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


  • Every Choice Has a Consequence: Why People Stray Off the Straight and Narrow and How to Get Them Back on Track?

    Legal Industry Management
    LI

    In 1987, at the height of his career, Chuck Gallagher made some bad choices. He went from wearing a business suit to an orange jumpsuit. So, you might be asking yourself,?“Why would I want a former convicted felon to speak to my organization about ethics and integrity?” Because he has experienced firsthand?how easy it is to move from ethical to unethical. Having since rebuilt his life, the lessons he learned along the way allow him to share a?unique. Attendees will hear about his journey combined with a?practical application.? 

    Objectives: 

    • Recognize a?positive, compelling message?that you will hear and remember. 

    • Discover a?fresh perspective?that will?raise ethics awareness to a new level, reducing the likelihood of fraud and other unethical behaviors that put your business at risk. 

    • Use the?motivation to make ethical choices?that will lead to?long-term success and profitability. 

    • Discuss valuable insight?to help you develop an?effective ethics program — or make your existing program more effective. 

    Other Information 

    • 60 Minutes 

    • Audience: Essentials 

    • CLM® Application Credit for Functional Specialists: 1 hour in the subject area of Legal Industry/ Business Management (LI) towards the additional hours required of some Functional Specialists to fulfill the CLM application. 

    • CLM® Recertification Credit: 1 hour in the subject area of Legal Industry/ Business Management (LI) - ETHICS 

    • HRCI: General Credit 

    • SHRM: Ethical Practice 

    • SHRM Learning Format: Instructor-Led Activity 

    • CLE: Legal Ethics 

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

      This Program has been approved for 1.00 HR (General) recertification credit hours toward aPHR™, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™recertification through HR Certification Institute® (HRCI®).

      Edited HRCI 2020 Seal

    Speaker:  

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


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

    Legal Industry Management
    LI

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

    Among the topics we’ll discuss:

    People Issues

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

    Client Issues

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

    Firm Issues

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

      (Competence, confidentiality and third parties)

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

    Objectives

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

    Other Information:

    60 Minutes

    Audience: Intermediate

    CLM Re certification Credit: Ethics

    CLE: Ethics

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


  • Building Accountability into Your Culture

    Legal Industry Management
    LI

    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


  • Blockchain: An Evolution or Just the Next Passing Thing?

    Legal Industry Management
    LI

    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


  • Motivating Young Lawyers to Market

    Legal Industry Management
    LI

    Motivating young lawyers to develop and maintain effective marketing and business development efforts proves challenging for many law firms. The skill sets are not taught in law school and the time involved is non-billable; yet business development skills and a book of business have become increasingly important to a successful and satisfying legal career.           

    Join in on the perspectives of two managing partners, an Executive Director and an in-house marketing director on strategies and approaches that are working well at their firms.


  • Retirement Planning – Navigating the Planned Exit from Practice Brought to you by NextPath Legal

    Legal Industry Management
    LI

    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.

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

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

    Speakers:

    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.


  • Time Management in the New Millennium

    Legal Industry Management
    LI

    Attendees will learn to implement a proven technique, helping them to redefine the concept of work and time management to meet their current challenges. Elevate your visibility to increase results in your role. Implement the First Things First framework to identify time stealers and time wasters so you can do the work that matters.

    Learning Objectives

    - Redefine the concept of work and time management

    - Making the shift from efficiency to effectiveness thinking

    - Introducing the First Things First framework to identify strategies to eliminate time stealers and time wasters, so you can do more of the work that matters

    Roger Meertins is the Office Administrator for Wilson Elser in Las Vegas, NV. He is responsible for the ongoing administration of the office, overseeing its financial, human resources and facilities management activities. He currently serves as a member on the ALAs Diversity and Inclusion committee and as a board member of the Las Vegas ALA chapter.


  • Current Long-Term Care Insurance Marketplace: What's Available for My Firm

    Legal Industry Management
    LI

    Free Webinar  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:

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

     Other Info:

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

    Approved for CLM, HRCI, and SHRM credit!

    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.

    Register at https://register.gotowebinar.com/rt/8482525897810758145


  • Contingency Planning – Is Your Firm Financially Prepared for the Unexpected? Brought to you by NextPath Legal

    Legal Industry Management
    LI

    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.


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

    Legal Industry Management
    LI

    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


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

    Legal Industry Management
    LI

    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.


  • The Future of Law Practice Management

    Legal Industry Management
    LI

    Current Issues, Trends and Challenges Facing Today’s Law Firms …And How They’re Addressing Them!

    The legal profession is in the midst of unprecedented change. Is your firm keeping pace? What are other firms doing? What should you, as a firm leader, be doing to learn from the experiences of others to lead your firm into the future?

    Each year, The Managing Partner Forum conducts several surveys about issues important to law firms and their leadership. We recently surveyed 167 managing partners and law firm leaders about their leadership and governance models. At the MPF 2018 and 2019 Leadership Conferences, we deployed audience polling technology to capture data from 100 managing partners and firm leaders about what their firms are doing to invest in the future. In late 2017, we partnered with the Association of Legal Administrators (ALA) to survey Chief Operating Officers and Executive Directors, in which 254 law firms participated.

    In this timely, fast-paced session, John highlights the key findings of these and other recent surveys, providing his thoughts and insights along the way. The session will be highly interactive, involving the audience early and often, using audience polling technology, show of hands or encouraging questions throughout the session.

    Learning Objectives

    • How law firms are responding to the rapidly changing and increasingly competitive marketplace for legal services
    • Why smaller and mid-size firms must operate more like businesses and less like collections of sole practitioners
    • How smaller and mid-size law firms should develop their strategic priorities, such as investments in technology, marketing and business development
    • How law firms are dealing with thorny issues like succession planning, chronic under performance and bad behavior
    • Leadership and governance models smaller and mid-size law firms are deploying
    • What law firms are doing differently and consistently to attract and retain future talent
    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.
  • A Law Firm's Competitive Edge: Writing Effective Business Continuity Plans

    Legal Industry Management
    LI

    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

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

     

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

    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.


  • Apples vs Oranges: The Differences Between Group and Individual Long-Term Care Insurance

    Legal Industry Management
    LI

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

    Objectives:

    • Understand individual options for planning for Long Term Care
    • Learn the advantages law firms have for offering LTCi
    • Get up to date on current legislation impacting Long Term Care

     Other Info:

    Audience: firm leadership, benefit managers, legal administrators and legal operations professionals.

    Approved for CLM, HRCI, and SHRM credit!

    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.

    Register https://register.gotowebinar.com/rt/557253781382716161


  • Leadership and Management: Why You Need Both

    Legal Industry Management
    LI

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

    Legal Industry Management
    LI

    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. 


  • Useful Tools of Adobe Acrobat Pro

    Legal Industry Management
    LI

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

    Objectives:

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

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


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

    Legal Industry Management
    LI

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

    Objective:

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

    Audience Level:

    Basic to intermediate.

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

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

    Speakers:

    Debbie Foster

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

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


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

    Legal Industry Management
    LI

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

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

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

    Objectives:

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

    Speaker Info:

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

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



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

    Legal Industry Management
    LI

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

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

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

    Objectives:

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

    Other Info:

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

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

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


    Speaker Info:

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

    Register athttps://attendee.gotowebinar.com/register/516377236895080963


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

    Legal Industry Management
    LI

    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


  • Burying the Billable Hour: Implementing Value Pricing in Your Firm

    Legal Industry Management
    LI

    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


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

    Legal Industry Management
    LI

    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)

     

     



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

    Legal Industry Management
    LI

    Each year, the Managing Partner Forum (MPF) conducts several surveys about issues important to law firms and their leaders. We conducted a survey of managing partners and law firm leaders about their firm's leadership and governance models. At the MPF 2017 & 2018 Leadership Conferences, we deployed audience polling technology to capture data from 85 managing partners and firm leaders about what their firms are doing to invest in the future. In this fast-paced program, we'll highlight the key findings of these two recent surveys, providing thoughts and insights along the way. The session is highly interactive, involving the audience early and often.

    Objectives:

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

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

    Speaker Information:

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

    Other Info:

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


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

    Legal Industry Management
    LI

    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)


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

    Legal Industry Management
    LI

    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

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

    Legal Industry Management
    LI

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

    Objectives:

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

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

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

    ACCREDITATION:

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

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

     


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

    Legal Industry Management
    LI

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

    Your law firm is a business and, as such, it’s critically important to have a strong, competent, strategic leadership team to keep your firm profitable and deliver value to clients and firm owners. The two most critical players in this leadership role are the principal administrator, or COO and the managing partner, or CEO. Working together, these leaders can ensure your firms are positioned for long-term success in a dynamic and competitive environment. 

     Objectives:           

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

    Speakers
    John Remsen, Jr. (Moderator)
    President, TheRemsenGroup

    Oliver Yandle, JD (Moderator)

    Executive Director, Association of Legal Administrators

    David L. Arnold

    COO, Pender & Coward, PC

    Valerie A. Williams

    Administrator, Pender & Coward, PC

    John C. McCollough, Esq.

    Managing Partner, McCullough Hill Leary, PS

    April Campbell, JD

    President, Association of Legal Administrators

    Director of Administration, McCullough Hill Leary, PS



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

    Legal Industry Management
    LI

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

    Objetives:

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

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

    Russ Haskin

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

    Other Info:

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

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

    Legal Industry Management
    LI

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

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

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

    • 60 Minutes
    • Audience: Intermediate
    • CLM App Management Category -FS: Legal Industry/Business Management
    • CLE: Law Practice Management
    • HRCI: General Credit
    Chuck Gallagher is a business ethics expert, consultant, keynote speaker and author. His business insights are sought after for his strong position on ethics and ethical leadership, and he's been featured on CNN, CBS and NPR. His expertise includes sharing practical, tested and time-proven methods that can enhance personal and professional success.
  • Social Media, Digital Marketing Mechanics and More

    Legal Industry Management
    LI

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

    Objectives:

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

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

    60 Minutes

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

  • Access to Relevant Prior Art

    Legal Industry Management
    LI

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

    Objectives:

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

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

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



 

Operations Management/Technology

  • Word Power Hour

    Legal Finance Operations
    OM

    Affinity Consulting experts will bring you a Power Hour of training on each of the tools you use most in the legal profession. This webinar will include 50 minutes of training and 10 minutes of Q&A. Due to the complex formatting often required with legal documents, most users find Microsoft Word to be frustrating. It’s the primary tool used to produce work product, yet many feel it works against them. Join Affinity Managing Partner Debbie Foster and Affinity Senior Consultant Danielle DavisRoe as they show you exactly how to fix the common legal drafting problems plaguing you now and avoid them in the future. Learn dozens of tips and techniques you can put into practice immediately. Even if you feel you have Word under control, we guarantee you will learn new things about Word in this Power Hour webinar! 

    Objectives: 

    • Identify and apply recommended changes to Word settings. 

    • Discover how to revise Word default formatting to conform to firm standards. 

    • Use common Word actions more efficiently. 

    Other Information: 

    60 Minutes 

    Audience: Intermediate 

    CLM® Application Credit: 1 hour in 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) 

    Speakers: 

    Danielle DavisRoe is a Senior Consultant with Affinity Consulting Group. A two-time graduate of The Ohio State University, she started her career as an attorney at a boutique firm in central Ohio. While practicing law, she discovered her passion for using technology to help attorneys work more efficiently. She joined Affinity Consulting Group to allow her to focus on her passion full-time. Today, DavisRoe focuses on providing law firms with training, document automation and process consulting. 

    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. 


  • Outsourcing IT Functions: Is It a Good Idea?

    Legal Finance Operations
    OM

    With the rising costs of keeping IT in-house, many law firms and departments have opted to outsource their IT needs. Is this a viable decision? What are the associated costs? What is the outsourcing process? How do you manage and prioritize outsourced IT options? This session will discuss the insourcing vs. outsourcing dilemma and the accompanying pros and cons. 

    Objectives: 

    • Discuss the costs associated with outsourcing IT. 

    • Illustrate how to implement an outsourcing IT campaign. 

    • Identify how to manage an outsourcing IT campaign. 

    • Assess which products to prioritize and why (costs, importance, etc.). 

    • Compare the pros and cons of insourcing vs. outsourcing IT. 

    Other Information: 

    60 Minutes 

    Audience: Essentials 

    CLM® Application Credit for Functional Specialists: 1 hours 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 hours in the subject area of Operations Management (OM)  

    CLE: Participatory Credit 

    Speaker: 

    Marco Maggio is the Vice President of Strategic Practices at All Covered, a Konica Minolta company, and is responsible for the legal, health care, finance and education practices. As the former Director of the Legal Practice for the past five years, he retains the strategy, marketing and education of the national legal practice at All Covered. He currently manages a portfolio that ranges from IT services, various legal technologies, VoiP, legal DMS sales and integration, as well as cybersecurity for law firms. Maggio holds degrees in industrial engineering, marketing and communication arts. He held executive leadership positions at organizations such as Lanier, Mosaic, Ricoh and Hewlett Packard and is a regular speaker for legal industry associations and a regularly published author for technology relevant to the legal industry. 


  • Wait, Wait … It’s Made Out of What?

    Legal Finance Operations
    OM

    In this session, we will play an NPR-style quiz that teaches and tests you on sustainability knowledge. Have a laugh with our “celebrity” ALA members and test your sustainability knowledge, while guessing what’s real and what we’ve made up. And yes — you will learn what you can implement in your home life and at your firm!

    Objectives:

    • Identify what sustainability factors to consider in different aspects of your law firm office.

    • Demonstrate how you can reduce environmental impact and increase your wellness in your day-to-day life.

    • Recognize the current landscape of what employees, recruits and the public expect in sustainability from organizations.

    Other Information:

    60 Minutes

    Audience Level: Essentials

    CLM®Application Credit for Functional Specialists: 1 hour in the subject area of Operations Management  (OM) toward 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).

    Speakers

    Gayatri Joshi serves as Executive Director of the Law Firm Sustainability Network, a nonprofit organization with a mission to help law departments utilize benchmarks and enhance sustainability in their programs and operations. Joshi is also Vice President at EcoAnalyze, a sustainability-based technology services firm. She has been published in The Environmental Forum as well as other publications. Prior to EcoAnalyze, Joshi concentrated on business development, marketing and pitch strategies at Shearman & Sterling LLP. She has been advising firms for 15 years.

    Nadia Wagner is the Regional Office Administrator for the New York and Boston offices of Beveridge & Diamond, PC, a premier national environmental firm. Wagner has been in the legal industry for more than 30 years and has served on numerous committee and board positions for the New York City Chapter of ALA, including a term as President in 2004-2005. She currently serves as team leader for ALANYC’s Sustainability and Community Connections Teams. She is a graduate of SUNY at Stony Brook where she earned a bachelor’s degree in psychology.


  • We Don't Need No Stinkin' Server (or Do We?)

    Legal Finance Operations
    OM

    Traditional office technology included an on-premise server, but with advances in cloud infrastructure and solutions does, your law office still need a physical server? Even in instances where on-premise hardware is needed, there are other alternatives, such as microservers or network-attached storage, that may be all you need — whether that be alone or in conjunction with cloud or hosted solutions. Learn whether a traditional server is necessary or if you can abandon it for a different solution that is more flexible and easier to manage. 

    Objectives: 

    •Identify the pros and cons of on-premise servers. 

    •Recognize alternatives to the traditional IT approach. 

    •Discuss considerations and best practices when considering moving to the cloud. 

    Other Information: 

    • 60 Minutes 

    • Audience: Essentials 

    • 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) 

    • CLE: Participatory Credit 

    Speaker: 

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

     

     


  • Clients Rule: Emerging Risks for Law Firms

    Legal Finance Operations
    OM

    Large law firms are seeing increased demands from clients for more efficient ways to provide legal services and contractual requirements within outside counsel guidelines. This session will address how some of these changes may impact a firm’s professional liability insurance and risk profile. Law firm Chief Financial Officers (CFOs), Chief Operating Officers (COOs) and Executive Directors involved in the professional liability insurance buying decision will learn how to provide guidance to firm management in dealing with increased client demands. 

    Objectives: 

    • Identify the legal malpractice and other risks associated with ways that firms are being asked to meet client demands, such as secondment attorneys, online services for clients, apps, etc. 

    • Recognize the insurance coverage risks from offering legal services in different ways. 

    • Discover why it’s important to manage outside counsel guidelines. 

    Other Information: 

    • 60 Minutes 

    • Audience: Advanced 

    • 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) 

    • CLE: Participatory Credit 

    Speakers: 

    Joseph (Joe) Menning practices in the area of professional liability insurance with an emphasis on lawyers' professional liability policies, insurance brokers' errors and omissions policies, and accountants' errors and omissions policies. Joe has represented insurers of some of the world's largest law firms, as well as some of the nation’s specialist boutique firms. Joe often serves as underwriter’s counsel and advises insurers on coverage issues, litigation management and dispute resolution. He also focuses his practice on the representation of insurers in coverage litigation. Joe regularly gives presentations to law firms on a number of risk management topics.

    Laura Zaroski, Esq., RPLU, is the Senior Vice President of Gallagher’s law firms practice, where she is responsible for the placement of lawyers professional liability insurance (LPL), management liability insurance and risk management services for Gallagher law firm clients. Her primary focus is midsize to large law firms. Zaroski has a deep understanding of the challenges faced by law firms due to her 16 years as a practicing attorney, her handling of law firms’ claims and years dealing with LPL coverage issues. She is happy to bring her knowledge and skill set to the brokering process to assist firms with finding and tailoring the best coverage solutions available in the marketplace for each individual firm. 


  • How to Be a Hero in Your Next Office Lease Transaction

    Legal Finance Operations
    OM

    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


  • Free Tools and Data to Boost Your Corporate Legal Efficiency

    Legal Finance Operations
    OM

    If your line of work requires legal entity creation, maintenance, or expansion, this webinar is for you.  Learn how to effectively file annual secretary of state reports and foreign entity qualifications across the country.  As a bonus, you'll receive downloads of Harbor Compliance's Ultimate Guide to Annual Reporting and Ultimate Guide to Foreign Qualification, tips on professional business licensing, and an online resource where you can find exhaustive free data.    

    Objectives:

    1. Understand how and when to file annual secretary of state entity reports across the nation
    2. Achieve a comprehensive national framework for entity expansion
    3. Learn about the important interrelation of  licenses and entity requirements

    Audience: Intermediate

    Speaker Info:

    John Beck, M.B.A., is the Director of Market Strategy at Harbor Compliance, a leading provider of compliance solutions for the A/E/C industry. Beck brings 14 years of corporate legal industry experience to his role, including business development and executive leadership positions for companies ranging from global Fortune 500 enterprises to small businesses. Beck is focused on partnership development and business development strategy. He is available to answer your questions or brainstorm ideas at 717-431-9134 or jbeck@harborcompliance.com.

    Christian Haring is an Account Executive at Harbor Compliance specializing in professional licensing for engineering, architecture, and construction firms. With a focus on mid-sized and large firms, Haring understands the need for precision and clarity in managing multi-jurisdictional licensing. His core focus is providing compliance as a growth enabler for his clients. He is available to answer your questions at 717-298-8128 or charing@harborcompliance.com.

    Harbor Compliance is not an accounting or law firm and does not provide tax, financial, or legal advice.


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

    Legal Finance Operations
    OM

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

    Objectives:

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

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

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

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

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


  • Pros and Cons of Desktop as a Service

    Legal Finance Operations
    OM

    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)


  • Equipment Leasing Considerations and Strategies

    Legal Finance Operations
    OM

    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


  • Preventing Workplace Violence: Managing the Troubled Employee

    Legal Finance Operations
    OM

    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


  • Advanced Excel Tips and Tricks

    Legal Finance Operations
    OM

    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.


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

    Legal Finance Operations
    OM

    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.


  • Proving Cybersecurity Due Diligence For Your Firm

    Legal Finance Operations
    OM

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

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

    Objectives:

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

    James Gast

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

    David Myers

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

    Other Info:

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

  • How to Move your Entire Firm to the Cloud

    Legal Finance Operations
    OM

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

    Objectives:

    • Identify why you should move to the Cloud.

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

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

    • What happens to your old system and data

    • Discuss how to get out of a dark cloud.

    Audience Level: Intermediate

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



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

    Legal Finance Operations
    OM

    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

 

Summit Series

  • Summit Series #5, Ep. 3, Gina Furia Rubel, Esq.

    Summit Series
    Summit

    Peggy Siems, ALA's Senior Manager of Professional Development, interviews author Gina Furia Rubel, Esq., public relations consultant and founder of Furia Rubel Communications, Inc. about her book Everyday Public Relations for Lawyers: A No Nonsense Strategic PR Guide. Get hands-on advice on all the critical aspects of public relations, from the dos and don'ts of media relations to controlling your message to harnessing the power of the internet. The updated and expanded second edition includes everything you need to know about modern law firm public relations.

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


  • Summit Series #5, Ep. 2, Jerry Rosenthal

    Summit Series
    Summit

    Peggy Siems, ALA's Senior Manager of Professional Development, interviews author Jerry Rosenthal, consultant and Lean Six Sigma Matter Black Belt, about his book Small Doses: Common Sense to Common Practice. Leadership, Process Improvement and Life. Each of these areas of thought influences the other two in unique and interesting ways. Read simple and sometimes comedic stories and examples from an innocent bystander.

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


  • Summit Series #5, Ep. 1, Scott Warrick

    Summit Series
    Summit

    Peggy Siems, ALA's Senior Manager of Professional Development, interviews author Scott Warrick, former employment and labor attorney and HR professional, about his book Solve Employee Problems Before They Start: Resolving Conflict in the Real World. Warrick distills conflict resolution to just three simple moves: Empathic Listening, Parroting, and Rewards (EPR). Learn how to become an Emotionally Intelligent communicator, as mental toughness is a critical component in resolving conflict.

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

    Summit Series
    Summit

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

    Objectives:

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

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


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

    Summit Series
    Summit

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

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

    Objectives:

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

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


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

    Summit Series
    Summit

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

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

    Objectives:

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

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


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  • Summit Series #3, Ep. 3, James Robbins

    Summit Series
    Summit

    Ari Kaplan, leading legal industry analyst and Founder of Lawcountability will be interviewing James Robbins, management consultant, change specialist, adventurer and motivational speaker on his book titled, "Nine Minutes on Monday: The Quick and Easy Way to Go from Manager to Leader" as they delve into the chapter on The Need to Be More than a Number.

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  • Summit Series #3, Ep. 2, Michelle Tillis Lederman

    Summit Series
    Summit

    Ari Kaplan, leading legal industry analyst and Founder of Lawcountability will be interviewing Michelle Tillis Lederman, CEO of Executive Essentials on her book titled "The Connector’s Advantage: 7 Mindsets to Grow Your Influence and Impact." Learn about how connections are critical to your own success.

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  • Summit Series #3, Ep. 1, Stewart Levine

    Summit Series
    Summit

    Ari Kaplan, leading legal industry analyst and Founder of Lawcountability will be interviewing Stewart Levine, Founder of ResolutionWorks on his book titled "The Best Lawyer You Can Be: A Guide to Physical, Mental, Emotional, and Spiritual Wellness." Based on research by Professor Larry Krieger and Dr. Ken Sheldon learn how to be the happiest and most effective lawyer.

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  • Summit Series #2, Episode 3, Ethics

    Summit Series
    Summit

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

    In this episode, James Price and Nina Evans talk about ethics and the ethical implications on information assets management practice, internal ethical environments and the external ethical environment.
  • Summit Series #2, Episode 2, Business Performance

    Summit Series
    Summit

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

    In this episode, James Price and Nina Evans discuss business performance and the effects on information assets management practices, revenue, cost, productivity, competitive advantage and decision-making.
  • Summit Series #2, Episode 1, Risk Mitigation

    Summit Series
    Summit

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

    In this episode, James Price and Nina Evans talk about risk management including compliance risk management, business continuity, security, discovery and reputational damage. 
  • Summit Series #1, Ep. 3, Lee Broekman and Catherine Alman MacDonagh

    Summit Series
    Summit

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

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  • Summit Series #1, Ep. 2, Greg Satell and Heidi Gardner, PhD

    Summit Series
    Summit

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

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  • Summit Series #1, Ep. 1, Spencer Smith and Jordan Furlong

    Summit Series
    Summit

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

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