10 th Annual CFO & COO Forum

Transcription

1 The Hildebrandt Institute and West LegalEdcenter present: 10 th Annual CFO & COO Forum Establishing Profitable Growth in Today s Market October 20-21, 2011 Grand Hyatt Hotel at Grand Central Station Plan to join us for THE premier event for law firm COOs & CFOs focusing on the strategic investments necessary to meet client demands and maintain competitiveness and profitability in the rapidly changing legal market. Case Study: Leading in a Time of Economic Uncertainty John J. Gabarro, UPS Foundation Professor of Human Resource Management, Emeritus in Organizational Behavior, Harvard Business School 2 Ways to Register 1. Phone: Online:

2 Balancing Growth and Profitability in Times of Economic Uncertainty As the legal market begins a period of slow recovery from the economic downturn of , managers of law firms face a new set of challenges. As leaders of your firms, you are challenged to make the strategic investments necessary to meet client demands in the new competitive market that is emerging, while at the same time, maintain acceptable levels of profitability in the near term. LeeAnn Black Chief Operating Officer, Latham & Watkins LLP These challenges and more will be front and center at the 10th Annual CFO & COO Forum. For the past decade, this forum has been THE preeminent industry conference for management of law firms of all sizes. This year s interactive conference will bring together leaders of firms of all sizes from across the country. This conference will benefit you and your firm in a variety of ways, including: The State of the Legal Market challenges for long-term growth and short-term profitability Divergent Strategies for Long-Term Growth one size no longer fits all Driving Efficiencies in the Legal Work Process project management, AFAs and other tools The Promise and Threats of Emerging Technologies What Keeps You Up at Night? In the past few years, law firms have dramatically reduced expenses, yet with sluggish demand, future profitability increases will be elusive without some very strategic investments. The job of law firm managers has never been more challenging. Attend this year s CFO and COO Forum to help your firm take the steps necessary to position your firm for future growth and prosperity! Dan DiPietro Managing Director and Advisory Head, Law Firm Group, Citi Private Bank James Jones Chairman, The Hildebrandt Institute Faculty List Oz Benamram Chief Knowledge Officer, White & Case LLP LeeAnn Black Chief Operating Officer, Latham & Watkins LLP* Karen Braun Co-Executive Director & Chief Marketing Officer, Sullivan & Cromwell LLP* Steve Campbell Chief Operating Officer, Dykema Gossett PLLC* Dan DiPietro Managing Director and Advisory Head, Citi Private Bank, Law Firm Group* John J. Gabarro UPS Foundation Professor of Human Resource Management, Emeritus in Organizational Behavior, Harvard Business School Carla Goldstein Chief Strategic Innovations Officer, Seyfarth Shaw LLP Mark Hanson Executive Director, Irell & Manella LLP* Kenneth Heaps Chief Information Officer-Technology, Latham & Watkins LLP James Jones Chairman, The Hildebrandt Insitute* Michael Kiskinis Director of Finance, Goodwin Procter LLP* Larry Kleinberg Chief Financial Officer, Munger Tolles & Olsen LLP Peter Lesser Director of Global Technology, Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates Rob Mattern President, Mattern & Associates LLC Steve Mauro Executive Director, Day Pitney LLP* Meredith Mendes Executive Director & Chief Operating Officer, Jenner & Block LLP* Margaret Poster Chief Operating Officer, Willkie Farr Gallagher LLP* Mark Raeburn Chief Executive Officer, Context Information Security Ellen Sullivan Chief Financial Officer, Shook Hardy & Bacon LLP* * Advisory Board Member

3 TM Event Agenda Day One 8:00 a.m. 9:00 a.m. Registration and Continental Breakfast 9:00 a.m. 9:15 a.m. Welcome and Opening Remarks 9:15 a.m. 10:30 a.m. State of the Legal Market Challenges for Long-term Growth and Short-term Profitability As the legal market emerges from the worst economic downturn of the past several decades, law firm leaders face the dilemma of how to make the kinds of investments needed to remain competitive in today s rapidly changing market while, at the same time, preserving short-term profitability at acceptable levels. In this session, two veteran observers of the US legal market will present an overview of the current status of the market, focusing particularly on the near-term financial challenges that firms will continue to face in a period of slow demand growth and on the kinds of longer-term investments that will be important for success in the new buyer s market for legal services. This presentation will be followed by comments from a panel of experienced COOs, representing firms of different size and market position. 10:30 a.m. 11:00 a.m. Break 11:00 a.m. 12:30 p.m. Divergent Strategies for Long-term Growth One Size No Longer Fits All One of the clear messages emerging from the dramatic shifts now occurring in the legal market is that there is no one right model for long-term success. In a market that is rapidly segmenting and in which clients are applying widely varying standards to determine efficiency and cost effectiveness in the delivery of legal services, key success factors will vary from practice to practice and from one industry to another. In terms of law firm strategy, one size no longer fits all assuming that it ever really did. In this program segment, COOs representing firms from quite different market segments will describe how their firms are approaching their markets and the different strategies that they are using to differentiate themselves from their competitors. 1:30 p.m. 3:45 p.m. Leading in a Time of Economic Uncertainty A Case Study John J. Gabarro, UPS Foundation Professor of Human Resource Management, Emeritus in Organizational Behavior, Harvard Business School To navigate successfully the uncertain waters of economic change over the next few years, to balance the need for long-term investment with the competing imperatives of maintaining short-term profitability, and to manage effectively the expectations of partners and other stakeholders, law firm managers will require consummate leadership skills particularly the skills of change management. In this program segment, Professor Jack Gabarro of the Harvard Business School will guide Forum attendees through a case study designed to challenge conventional assumptions and provide insights into successful organizational leadership strategies during times of economic uncertainty. 3:45 p.m. 4:15 p.m. Break The Leader in Law Firm Time Capture 4:15 p.m. 5:30 p.m. The Promise and Threats of Emerging Technologies Closely related to the innovative strategies being implemented by many firms to drive efficiency and cost effectiveness in the delivery of legal services is the creative use of technology to support those strategies. Indeed, it is no exaggeration to say that, without the significant technological advances of recent years, many of the most promising efforts to re-imagine and redesign legal work processes would not be possible. At the same time, the emerging technologies and particularly the growing prevalence and use of social media have created significant new risks that require careful management. In this session, market leaders in the management of these emerging technologies will talk candidly about both the promise and the threats they pose for law firms both now and in the future. 5:30 p.m. 6:30 p.m. Networking Reception 12:30 p.m. 1:30 p.m. Networking Lunch

4 Event Agenda Day two 8:00 a.m. - 9:00 a.m. Continental Breakfast Sponsored Breakfast Workshop by: Soft Cost Recoveries: What is Happening in the Legal Market and Strategies to Position Your Firm to Maximize Your Net Realizations Rob Mattern of Mattern & Associates will review what is happening with soft cost recoveries in the legal market based on their 2010 Cost Recovery Survey and 2011 trends. Based upon the survey data and his firm s experience, he will outline strategies for your firm s cost recovery strategy and support services operation to maximize the net soft cost realizations that will positively impact your firm s bottom line. Presenter: Rob Mattern, President, Mattern & Associates 10:30 a.m. - 11:00 a.m. Break 11:00 a.m. - 12:30 p.m. What Keeps You Up at Night? Continuing a popular traditional session from prior Forums, during this program segment, audience members will have the opportunity to ask questions of a panel of experienced law firm managers. The panel will also specifically address questions submitted in advance by Forum attendees. 12:30 p.m. - 12:45 p.m. Closing Remarks 9:00 a.m. - 10:30 a.m. Driving Efficiencies in the Legal Work Process Project Management AFA s, and Other Tools As clients in the new buyer s market demand ever increasing value for the dollars they spend for legal services, law firms are responding by exploring a variety of ways to increase efficiency and cost effectiveness in the services they deliver. These include, among other things, programs to implement project management for major matters, projects to redesign legal work processes, and experimentation with alternative fee arrangements ( AFAs ). In this session, representatives of four law firms that have been leaders in innovation and the redesign of legal service delivery will describe the steps taken by their firms to get ahead of the curve on this important issue. Registration Information SPACE IS LIMITED Register today for the premier event for law firm COO & CFO s focusing on the strategic investments necessary to meet client demands and maintain competitiveness and profitability in the rapidly changing legal market. REGISTRATION RATES Law Firms: $1,495 Non-Law Firm/Non-Corporate Law Department: $5000 SPECIAL OFFERS 1. Individual Discount Save 15% off your individual registration. Use promo code CFOCOO151 at checkout. 2. Group Discount Save 30% when you bring 3 or more people! Call for more information 2 Ways to Register Online: Phone:

5 Registration Information (cont.) REGISTRATION TERMS & CONDITIONS Registration fees apply to individual registrations only and cannot be shared among people from the same firm. REGISTRATION INCLUDES: Admittance to all workshop sessions Access to online program materials Meals, refreshment breaks and reception CONFIRMATION Registrations are guaranteed by receipt of payment. All registrants will receive confirmation of registration. PAYMENT POLICY Registration fees are due in advance of the workshop. CANCELLATIONS & REFUNDS No cancellations permitted within two weeks of the workshop. Seminars are held subject to enrollment. Dates, venue and program details are based on information available upon publication of the brochure, and may be subject to change. In the event of an attendee cancellation prior to two weeks before the start date, you will receive a full refund of any registration fees paid but assumes no liability for non-refundable transportation costs, hotel accommodations or additional costs incurred by registrants. Cancellations made within two weeks of the program or no-shows are not eligible for refunds. If you are unable to attend, you may substitute another individual to fill your spot. DISCLAIMERS The Hildebrandt Institute and West LegalEdCenter have the right to refuse any registration at its own discretion. NO TAPE RECORDING PERMITTED. About the Program Developers The Hildebrandt Institute, a division of Thomson Reuters, provides world-class management development programs and interactive workshops to meet the needs of an array of law firms and professional service leaders. Find us online at or on The cost-effective source for online and in-person legal training and CLE, West LegalEdcenter keeps attorneys up to date on the law and compliant with state requirements. Find everything you need to manage continuing education and professional development in law firms and legal departments live conferences and seminars around the nation, more than 7,000 online courses, compliance tracking, learning management, and full integration with in-house training. Find us online at or on thank you, sponsors! Platinum Gold Silver The Leader in Law Firm Time Capture TM Exhibitors

6 WEST 610 Opperman Drive Eagan, MN PRESORTED STANDARD U.S. POSTAGE PAID WEST SPECIAL OFFERS! Receive 15% off! of your registration with this brochure! Mention promo code: CFOCOO151 Group Discounts Available! Save 30% when you bring 3 or more people! Call for more information 2011 Thomson Reuters LOOK INSIDE FOR INFORMATION ON The 10th Annual CFO & COO Forum Establishing Profitable Growth in Today s Market October 20-21, 2011 Grand Hyatt Hotel at Grand Central Station 2 Ways to Register Online: Phone: