Schedule of Events


As of September 12, 2023. Subject to Change.

Thursday, September 28, 2023

3 p.m.
Registration Opens
Location/Room: Gaslamp Ballroom

6–7:30 p.m.
Welcome Reception
Location/Room: Starlight Terrace

Sponsored in part by

Friday, September 29, 2023

7:30 a.m.
Registration Opens
Location/Room: Gaslamp Ballroom

7:30–8:30 a.m.
Continental Breakfast and Networking
Location/Room: Gaslamp Ballroom

Barbara Mencer, CHHP, AADP
Founder and President
Rainmaker Strategies, Inc.
Sarah Evenson, JD, MBA
Office Administrator
Barnes & Thornburg, LLP

This interactive workshop is designed to help participants develop their ability to analyze complex problems, identify opportunities and create effective strategies to achieve their goals. Attendees can expect a combination of structured activities and open dialogue that encourages creative and critical thinking.

Objectives:

  • Identify specific tools and techniques for analyzing problems, evaluating options and making strategic decisions.
  • Recognize how to approach complex problems strategically.
  • Apply strategies in your everyday professional lives for greater achievement and productivity.

CLM® Application Credit: 3.5 hour(s) of Self-Management Skills
CLM® Application Credit for Functional Specialists: N/A
SHRM: 3.5 PDC

Donté P. Shannon, FASAE, CAE
Board Strategy and Operations Advisor
Vista Cova

12:30–1:30 p.m.
Lunch
Location/Room: Santa Rosa

We live in a time of unprecedented change. This workshop answers the question of why change is so hard and what we can do to increase our comfort with change — especially creative change. We will also define creative change, unravel our love-hate relationship with creativity, learn the basics of brainstorming and evaluate new ideas.

Objectives:

  • Recognize your feelings about change and how these feelings can help, but also harm, your ability to embrace new ideas to make your firms and lives better.
  • Examine new techniques to increase your cognitive flexibility and problem-solving skills to generate and recognize new solutions with potential.
  • Use strategies to more effectively recognize good ideas voiced by those ranked lower than you.

HR-HUMAN RESOURCES MANAGEMENT

CLM®Application Credit: 3.5 hour(s) of Organizational Development
CLM® Application Credit for Functional Specialists: 3.5 hour(s) 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: 3.5 hour(s) in the subject area of Human Resources Management  (HR)
SHRM: 3.5 PDC

Jennifer Mueller
Associate Professor, School of Business
University of San Diego
Author
Creative Change: Why We Resist It … How We Can Embrace It

5–6 p.m.
Networking Reception
Location/Room: Gaslamp Ballroom

Sponsored in part by

Saturday, September 30, 2023

7:30 a.m.
Registration Opens
Location/Room: Gaslamp Ballroom

7:30–8:30 a.m.
Continental Breakfast and Networking
Location/Room: Gaslamp Ballroom

As law firm leaders, you have more than your fair share of projects to oversee. Whether it’s conducting a profitability analysis, overseeing new technology implementation or ensuring a smooth transition of leadership through succession planning, every critical strategic project you need to manage can be handled efficiently and effectively. This workshop offers an enjoyable, hands-on learning experience with your peers … imagine fun while learning! Come laugh, listen and learn as we explore a systematic process for delivering the project results everyone — including you — expects and deserves.

Objectives:

  • Identify how to effectively initiate, plan, implement, control and complete your projects.
  • Prepare to get buy-in from others for your projects.
  • Discover practical tools, tips, tricks and techniques for delivering all your most critical strategic projects on time and on budget.

LI-LEGAL INDUSTRY/BUSINESS MANAGEMENT

CLM®Application Credit: 3.5 hour(s) of Organizational Development
CLM® Application Credit for Functional Specialists: 3.5 hour(s) 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: 3.5 hour(s) in the subject area of Legal Industry/Business Management (LI)
SHRM: 3.5 PDC

Christopher R. DeVany, PMP
President and Chief Executive Officer
Pinnacle Performance Improvement Worldwide

12–1 p.m.
Lunch
Location/Room: Santa Rosa

This workshop will discuss the impact of generative artificial intelligence (AI) on the legal industry. It will include a description of what generative AI is, how legal professionals can use it (and how they shouldn’t) and what it all means for the future of legal services. It will also include a demonstration of existing technology along with an opportunity to learn the basics of how to create prompts for generative AI tools.

Objectives:

  • Examine generative AI and how it might be used in the legal industry.
  • Identify legal ethics issues associated with generative AI.
  • Discover the basics of how to create prompts for generative AI tools.

OM- OPERATIONS MANAGEMENT

CLM®Application Credit: 2 hour(s) of Information Technology
CLM® Application Credit for Functional Specialists: 2 hour(s) 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: 2 hour(s) in the subject area of Operations Management (OM)
SHRM: 2.0 PDC

Andrew Perlman
Dean and Professor of Law
Suffolk University Law School

3–3:45 p.m.
Refreshment Break
Location/Room: Gaslamp Ballroom

 

Barbara Mencer, CHHP, AADP
Founder and President
Rainmaker Strategies, Inc.

This presentation is perfect for organizations that want to develop and exercise their “funny bones.” It will explore what an individual’s humor quotient (HQ) is and determine if it is surprisingly low or nonexistent. Participants will discover if they are laughing and living up to their humor potential.

Objectives:

  • Recognize the importance and power of laughter and humor in life and work.
  • Discuss how to create and honor your own unique sense of humor.
  • Extend your comfort and confidence by using humor personally and professionally.
  • Apply a broader perspective of humor to get support for all areas of your life.

 

Doug Dvorak
Motivational Speaker

Session does not qualify for CLM application or recertification credit.

5 p.m.
Closing Remarks and Event Concludes
Location/Room: Gaslamp Ballroom