COO & CFO ForumPresented by The Hildebrandt Institute and West LegalEdcenter

11th Annual

October 25 – 26, 2012Event Location:The Westin New York at Times SquareNew York, NY

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FORUMOctober 25-26, 2012

11TH ANNUAL

&&&COOCFO

New York, NY

An event designed for the law firm executive.

Maintaining Profitability in a Tough Economy: Understanding the Risks and Finding New Strategies

Event Agenda

Maintaining Profitability in a Tough Economy: Understanding the Risks and Finding New StrategiesPlan 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 continually changing legal market.

In recent years many law firms saw their profitability numbers remain constant or even increase during periods of declining market demand due to rigid expense management. Those days are gone, and in a world of flat demand, firm’s need to be looking at new ways to maintain profitable by leveraging resources in more effective and efficient ways and managing the risks associated with these changes.

Topics to be addressed include:> State of the Legal Market: Where We Are and Where We

Are Headed > Strategic Risks: How Firms Go Off the Rails> Macroeconomic Risks: Why All Firms Should Care about

the Euro and Other Global Financial Crises > Finding New Strategies: Improving Legal Work Processes> Finding New Strategies: Leveraging the Firm’s Human

Capital

DAY 1

8:00am – 9:00am Registration & Continental Breakfast Sponsored by:

9:00am – 9:15am Welcome and Opening Remarks

9:15am – 10:45am State of the Legal Market: Where We Are and Where We Are Headed

The legal market is now in its fourth year of a major economic downturn and, while it appears that the worst may be over, the road to recovery is likely to be long. In this opening session, some of the most experienced observers of the legal market will share their thoughts on where we are and where we’re headed, including observations about how the market has changed in the past four years, how firms are dealing with these changes, and how the market is segmenting as some firms prove more successful with their strategies than others.

10:45am – 11:00am Break Sponsored by:

11:00am – 12:30pm Strategic Risks: How Firms Go Off the Rails

One reality of the new buyer’s market for legal services that has emerged in the past four years is the increased risk that law firms face in making key strategic decisions. Simply put, the current highly competitive market is much less forgiving of strategic missteps than the booming seller’s market that prevailed prior to 2008. In the past few years, we have seen a number of firms stumble, including a few that have ended up in high profile dissolutions. This session will explore the lessons learned from recent dissolutions and other examples of firms in trouble, including the early warning signs of problems and steps that firms can take to address critical issues before they become serious problems.

12:30pm – 1:30pm Networking Lunch Sponsored by:

1:30pm – 3:00pm Macroeconomic Risks: Why All Firms Should Care about the Euro and Other Global Financial Crises

It is often assumed that global macroeconomic issues impact only large multinational law firms or firms with corporate finance or related practices. In this session, macroeconomic experts will describe the direct impact that changes in the world financial markets can have on firms of all sizes in all locations. The session will also include a discussion of steps that firms can take to better prepare for possible adverse impacts.

3:00pm – 3:30pm Break Sponsored by:

3:30pm – 5:00pm Keynote Presentation and Discussion Finding New Strategies: Rediscovering the Meaning of Client ServiceIn this session, attendees will participate in a case study of a professional service firm focused on rediscovering the meaning of client service as its driving organizational principle. The discussion will consider the strategies available to law firms to improve the quality and consistency of client service and to incentivize and encourage the behaviors necessary to accomplish this result.

Presenter: Heidi K. Gardner, Assistant, Professor of Business Administration, Organizational Behavior Unit, Harvard Business School

5:00 pm – 6:00 pm Networking Reception

DAY 2

8:00am – 9:00am Breakfast Sponsored by:

9:00am – 10:30am Finding New Strategies: Improving Legal Work Processes

In response to growing client demands for increased efficiency and cost effectiveness in the legal work process, a number of firms have launched innovative initiatives to change the traditional work process through downsourcing, outsourcing, process improvement, project management, and other techniques. In this session, participants will hear what some of the most innovative firms have done and how they might think about work process improvements in their own organizations.

10:30am – 11:00am BreakSponsored by:

11:00am – 12:30pm Finding New Strategies: Leveraging the Firm’s Human Capital

In today’s highly competitive market, it is more important than ever that firms think strategically about their greatest asset – their people. In this session, participants will hear from experts in other professional service businesses how they recruit, develop, and retain the talent they need to be successful. The session will include a discussion of how such techniques might be applied in law firm settings.

12:30pm – 12:45pm Closing Remarks

Co-ChaIrs:

LeeAnn Black - Chief Operating Officer, Latham & Watkins LLPDan Dipietro - Chairman, Citi Private Bank, Law Firm GroupJames Jones - Senior Fellow, Center for the Study of the Legal Profession, Georgetown University Law Center

FaCulty:

LeeAnn Black - Chief Operating Officer, Latham & Watkins LLPStephanie A. “Tess” Blair - Partner, Morgan, Lewis & Bockius LLPBob Bratt - Chief Operating Officer and Executive Director, US Operations, DLA Piper LLPKaren Braun - Co-Executive Director & Chief Marketing Officer, Sullivan & Cromwell LLPDan Dipietro - Chairman, Citi Private Bank, Law Firm GroupHeidi K. Gardner - Assistant, Professor of Business Administration, Organizational Behavior Unit, Harvard Business School

FaCulty (cont’d):

James Jones - Senior Fellow, Center for the Study of the Legal Profession, Georgetown University Law CenterStanley Kolodziejczak - Co-Chair Law Firm Services, PricewaterhouseCoopersMark Medice - Senior Director, Peer Monitor Meredith Mendes - Executive Director & Chief Operating Officer, Jenner & Block LLPMargaret Poster - Chief Operating Officer, Willkie Farr & Gallagher LLPLaks Ramachandran - Senior Vice President & Private Client Consultant, US Trust, Bank of America Private Wealth Management Milton C. Regan, Jr - Professor of Law, Georgetown University Law Center

Scott A. Westfahl - Director of Professional Development, Goodwin Procter LLP

Sean Whelan - Chief Financial Officer and Nashville Chief Administrative Officer, Pillsbury Winthrop Shaw Pittman LLP

thank you to our advIsory board:

Karen Braun - Co-Executive Director & Chief Marketing Officer, Sullivan & Cromwell LLP Steve Campbell - Chief Operating Officer, Dykema Gossett PLLCMark Hanson - Executive Director, Irell & Manella LLPMichael Kiskinis - Chief Information Officer, Sullivan & Cromwell LLPRichard Levinson - Chief Financial Officer/ Executive Administrator, Alston & Bird LLP Steve Mauro - Chief Operating Officer, Drinker Biddle & Reath LLPStephen McDermott - Chief Financial Officer and Chief Operating Officer, Gunster, Yoakley & Stewart, P.A.Meredith Mendes - Executive Director & Chief Operating Officer, Jenner & Block LLP Margaret Poster - Chief Operating Officer, Willkie Farr & Gallagher LLP

Faculty List

Thank You, Sponsors

PLATINUM

GOLd

ExHIBITORS

SILvER

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Maintaining Profitability in a Tough Economy: Understanding the Risks and Finding New Strategies

October 25 – 26, 2012

COO & CFO Forum11th Annual

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