Welcome and Opening Remarks with Conference Chairperson

Timothy B. Corcoran, Principal

Corcoran Consulting Group, LLC

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

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

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

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

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

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

Closing Remarks with Conference Chairperson

Timothy B. Corcoran, Principal

Corcoran Consulting Group, LLC

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.