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Past Agenda

Monday - June 13, 2022

10:30 AM 11:30 AM

9:30 AM 10:30 AM

8:30 AM 9:30 AM

7:30 AM 8:30 AM

4:30 PM 5:30 PM

Registration Desk Opens and Networking Breakfast

10:30 AM 6:00 PM

9:30 AM 5:00 PM

8:30 AM 4:00 PM

7:30 AM 3:00 PM

4:30 PM 12:00 AM

Exhibit Hall Open

11:30 AM 11:45 AM

10:30 AM 10:45 AM

9:30 AM 9:45 AM

8:30 AM 8:45 AM

5:30 PM 5:45 PM

Welcome and Opening Remarks with Conference Chairperson

Timothy B. Corcoran, Principal

Corcoran Consulting Group, LLC

11:45 AM 12:30 PM

10:45 AM 11:30 AM

9:45 AM 10:30 AM

8:45 AM 9:30 AM

5:45 PM 6:30 PM

Keynote Address: Understanding the Business That You’re In ... (and why today’s decisions and investments - matter more)

Explore the implications of today’s investments, bets and strategic decisions with respect to talent, compensation, profitability, rates, and a general understanding (or assumption) about who you're primarily competing with – and why there’s less wiggle room than you think.

Timothy B. Corcoran, Principal
Corcoran Consulting Group, LLC

12:30 PM 1:15 PM

11:30 AM 12:15 PM

10:30 AM 11:15 AM

9:30 AM 10:15 AM

6:30 PM 7:15 PM

Panel Discussion: Dimensions of a Post-Pandemic Normal

• Hear unique perspectives on how mid-sized firms can attract and retain talent in the face of new working environments and talent wars
• Discuss how to create new engagement models with clients and ways to rethink performance management, including a look at profitability
• Learn ways to take advantage of firm size and position in the market to outflank competitors and discuss what to expect from the competitive market in the coming years

Tammera R. Diehm, Firm President
Winthrop & Weinstine

Robert G. Gerber, Managing Partner
Neal Gerber Eisenberg

Jeffrey Sharp, Managing Partner
Marshall, Gerstein & Borun LLP

Mark Medice, Principal
LawVision

1:15 PM 1:45 PM

12:15 PM 12:45 PM

11:15 AM 11:45 AM

10:15 AM 10:45 AM

7:15 PM 7:45 PM

Networking Break

1:45 PM 2:30 PM

12:45 PM 1:30 PM

11:45 AM 12:30 PM

10:45 AM 11:30 AM

7:45 PM 8:30 PM

Case Study: Technology Lifecycle Assessment: A (Small) Law Firm’s Technological Rebirth

• Learn how one mid-sized law firm modernized and transformed their entire technology footprint out of urgent necessity to align systems with current business and client needs
• Gain insightful tips from lessons learned in driving the acceptance of dramatic organizational changes
• Explore tangible business benefits of modernizing your technology footprint and the importance of firm leadership in minimizing business disruption throughout the process

Silvio J. Talarico, Executive Director
Sunstein LLP

2:30 PM 3:30 PM

1:30 PM 2:30 PM

12:30 PM 1:30 PM

11:30 AM 12:30 PM

8:30 PM 9:30 PM

Networking Lunch

3:30 PM 4:15 PM

2:30 PM 3:15 PM

1:30 PM 2:15 PM

12:30 PM 1:15 PM

9:30 PM 10:15 PM

Case Study: What You Don’t Know Can Hurt You: The Case for Client Feedback

• Learn how instituting a formal client feedback program can help mid-size firms strengthen brand loyalty and capitalize on new opportunity
• Discuss the importance of brand experience in differentiating your mid-size firm
• Take away key considerations when setting up a formal client feedback program

Courtney Moates Paulk, President
Hirschler Fleischer

4:15 PM 5:00 PM

3:15 PM 4:00 PM

2:15 PM 3:00 PM

1:15 PM 2:00 PM

10:15 PM 11:00 PM

Case Study: Scaling and Developing Client Value Programs with a Lean Footprint

• Hear best practices on how to hire strategically, building a multidisciplinary team on a small scale
• Take away ideas on how to deploy limited resources to the right areas including making your technology work harder
• Discover ways to improve client value service levels

Ashton Batchelor, Managing Director of Pricing, Legal Project Management and Financial Analytics
Robins Kaplan LLP

5:00 PM 5:30 PM

4:00 PM 4:30 PM

3:00 PM 3:30 PM

2:00 PM 2:30 PM

11:00 PM 11:30 PM

Networking Break

5:30 PM 6:15 PM

4:30 PM 5:15 PM

3:30 PM 4:15 PM

2:30 PM 3:15 PM

11:30 PM 12:15 AM

Case Study: How COVID Stimulated Systemic Change and Enabled Improvements to the Firm’s Bottom Line

• Discuss the creation of a "financial operations team” that began with COVID, addressing specific items that the firm knew needed to change
• Learn how to improve billing realization by setting achievable targets and monitoring progress toward the goal
• Examine discounted billing rates to identify those that have been in place and seek an increase where possible

Cheryl L. Priddy, Senior Financial Analyst
Stoll Keenon Ogden PLLC

6:15 PM 6:30 PM

5:15 PM 5:30 PM

4:15 PM 4:30 PM

3:15 PM 3:30 PM

12:15 AM 12:30 AM

Closing Remarks with Conference Chairperson

Timothy B. Corcoran, Principal

Corcoran Consulting Group, LLC

6:30 PM 7:30 PM

5:30 PM 6:30 PM

4:30 PM 5:30 PM

3:30 PM 4:30 PM

12:30 AM 1:30 AM

Networking Cocktail Reception

All attendees are invited to join us for drinks, hors d'oeuvres, and face-to-face networking. We will have a color-coded system in place to allow attendees to self-select and display their comfort level for interacting with peers.

Tuesday - June 14, 2022

10:30 AM 11:30 AM

9:30 AM 10:30 AM

8:30 AM 9:30 AM

7:30 AM 8:30 AM

4:30 PM 5:30 PM

Registration Desk Opens and Networking Breakfast

10:30 AM 2:30 PM

9:30 AM 1:30 PM

8:30 AM 12:30 PM

7:30 AM 11:30 AM

4:30 PM 8:30 PM

Exhibit Hall Open

11:30 AM 11:45 AM

10:30 AM 10:45 AM

9:30 AM 9:45 AM

8:30 AM 8:45 AM

5:30 PM 5:45 PM

Welcome Back and Opening Remarks with Conference Chairperson

Timothy B. Corcoran, Principal

Corcoran Consulting Group, LLC

11:45 AM 12:30 PM

10:45 AM 11:30 AM

9:45 AM 10:30 AM

8:45 AM 9:30 AM

5:45 PM 6:30 PM

How Mid-Sized Law Firms Can Use Data to Their Advantage

• Explore the unique competitive position that mid-sized law firms find themselves in today
• Discover how mid-sized firms can use data and competitive intelligence to their advantage
• Discuss how to leverage data to enhance marketing, business development, and talent management needs

Laura Leopard, Founder and CEO
Leopard Solutions

12:30 PM 1:15 PM

11:30 AM 12:15 PM

10:30 AM 11:15 AM

9:30 AM 10:15 AM

6:30 PM 7:15 PM

Panel Discussion: Mid-Sized Firms Can Transform the Legal Service Delivery Model: Challenges and Opportunities

• New entrants are competing in the legal market with clients expecting more for the same or less
• Is this an opportunity for mid-sized firms to combine tailored services with modern technology / business models?
• Or do they lack the scale, capabilities, and footprint to meet the challenge?

Sharon L. Sprague, Client Service and Practice Development Manager
Warner Norcross + Judd LLP

Roberto Pont, Chief Strategy and Operations Officer
McInnes Cooper

Jennifer Morgan Delmonico, Partner
Murtha Cullina LLP

Gordon Vala-Webb, Senior Advisor, Technology and Innovation
“Lex Mundi”

1:15 PM 1:30 PM

12:15 PM 12:30 PM

11:15 AM 11:30 AM

10:15 AM 10:30 AM

7:15 PM 7:30 PM

Networking Break

1:30 PM 2:15 PM

12:30 PM 1:15 PM

11:30 AM 12:15 PM

10:30 AM 11:15 AM

7:30 PM 8:15 PM

More with Less: Effective Marketing and Business Development Strategies for Small and Mid-Sized Law Firms

• Decide where to invest your limited time, money, and resources when marketing a smaller or mid-sized law firm
• Evaluate your marketing goals, knowing where to start and determining which methods will be the most effective
• Take away best practices for devising impactful marketing strategies and tactics on a budget

Stefanie Marrone, Founder and Outsourced CMO
Stefanie Marrone Consulting
Director of Marketing
Phillips Nizer LLP

Chris Fritsch, Founder and CRM Success Consultant
CLIENTSFirst

2:15 PM 2:30 PM

1:15 PM 1:30 PM

12:15 PM 12:30 PM

11:15 AM 11:30 AM

8:15 PM 8:30 PM

Closing Remarks with Conference Chairperson

Timothy B. Corcoran, Principal

Corcoran Consulting Group, LLC