Ark Group/Managing Partner presents

Legal Project Management Showcase & Workshop Changing Behavior within the Firm A full-day workshop evaluating how five law firms changed the way that lawyers manage matters, and how to adapt these tactics to increase efficiency and client satisfaction at your firm

It is easy to teach lawyers project management tactics that will increase efficiency and client satisfaction. But it is very hard to change their behavior.

Behavior change is the most important challenge in legal project management (LPM). A few years ago, the Association of Corporate Counsel and the ABA conducted a meeting “at which leaders of corporate and law firm litigation departments rolled up their sleeves and tackled the complex issues surrounding present day concepts of value in litigation.” An ACC Docket article summarizing the event noted that progress will not be based on improved understanding or increased knowledge (May 2011, p. 130). Instead, “the challenge is change/behavior management.” It’s not a question of knowing what to do, it’s a question of getting lawyers to do it.

In confidential interviews for the book Client Value and Law Firm Profitability (which will be provided to every workshop participant), the managing partner of one AmLaw 200 firm that saw little behavior change after investing in training put it this way: “Project management will probably have the longest-term positive impact [on value and profitability] but it’s been the biggest challenge, because when busy lawyers start scrambling around, the inefficiency creeps right up.”

In this workshop, five experts from regional and global firms that have successfully used a variety of tactics to build a track of record of LPM success will compare notes about what worked best, and what didn’t, for a showcase of LPM best practices. The workshop will conclude with optional small group discussions in which every participant will have an opportunity to brain-storm the best way to make progress at their own firms. This is the fifth time this workshop has been offered by Ark in the last two years (with a number of different panelists), making it one of Ark’s most popular programs.

June 8, 2015 University of Chicago, Gleacher Center

Chicago, IL

With Key Contributions & Real-World Illustrations from: Jim Hassett, Founder, LegalBizDev

Andréa Danziger, Director of Business Development and Practice Management, Loeb & Loeb

Matt Wahlquist, Director of Practice Management, Stinson Leonard Street

Michael Nogroski, Director of Knowledge Management, Chapman and Cutler

Stuart J T Dodds, Director of Global Pricing and Legal Project Management, Baker & McKenzie

Scott Wagner, Partner, Bilzin Sumberg

All attendees will receive a copy of Jim Hassett’s new book, Client Value and Law Firm Profitability, which summarizes interviews with managing partners, chairs and other leaders from 50 AmLaw 200 firms. The chapter on LPM explains why this is one of the most effective ways to remain profit-able in today’s challenging marketplace, and includes leaders’ views on the best ways to maximize its effectiveness.

What others have said about this workshop:

“This workshop did an excellent job of offering practical suggestions for dealing with the issues law firms encounter when they implement legal project management. The frank discussions between partners and executives at firms that have successfully changed lawyers’ behavior would be helpful to anyone who is trying to get their arms around this challenging transition.” - Delilah Flaum, Partner in Charge of Knowledge Management and Legal Project Management, Winston & Strawn LLP

“This workshop is a great way for any law firm to jump start an LPM initiative. Jim Hassett has the experience and credentials to be THE leader in this area. His approach is directly applicable to achieving greater efficiency, competitiveness and client satisfaction, and the workshop panelists described how they used LPM to increase revenues and repeat business. I was truly inspired and enabled by this program to achieve higher profitability for my firm.” - Pete C. Elliott, Director of Legal Project Management, Benesch, Friedlander, Coplan & Aronoff LLP

Register to attend before April 17th to receive your 15% early-bird discount!

8:30AM Registration & Networking Breakfast

9:00AM Current Trends in LPM: The Challenge of Changing Behavior In its 2014 Chief Legal Officer Survey, Altman Weil asked general counsel to rate the “service improvements and innovations… you would most like to see from your outside counsel.” The top three answers were greater cost reduction (58%) more efficient project management (57%) and improved budget forecasting (56%). Since LPM leads to cost reductions and improved budget forecasting, you could say that the top three client requests were LPM, LPM, and more LPM. In the last few years, law firms have experimented with many different approaches to meeting these needs, including one to one coaching, training large groups of partners and associates, installing new software tools, redesigning work processes, hiring internal project managers, and much more. Marketing departments have done a great job of publicizing the success of individual efforts. From reading press releases, it would be easy to conclude that in some firms, every single lawyer has changed the way they perform legal work. In fact, progress has been much slower. In 2012, the ALM Legal Intelligence Survey found that “for many firms, LPM is restricted to particular practices or even particular lawyers,” and that conclusion is still true today. The presentation will end with a brief overview of how the firms on today’s panel have begun to overcome the challenge of changing behavior.

Jim Hassett, Founder, LegalBizDev

9:30AM CASE STUDY #1 LPM Coaching and Software In 2013, Loeb & Loeb made a commitment to extend LPM throughout the firm to increase efficiency and transparency, and to deliver the value that is essential to building and expanding long-term relationships. The effort began with an intensive individual coaching program in which five senior partners and practice group leaders were trained on the basics of LPM, and worked with the firm’s dedicated LPM professionals to develop a number of new budget templates and procedures for their practice areas. Since then, the coaching program has grown past 20 lawyers. The firm also installed a software program to help track spending against budgets and build a database of historical matters. Andréa Danziger will provide a status report on the coaching program, as well as related firm initiatives, including client feedback, to increase the accuracy of cost estimates and to develop LPM resources such as scope documents and communication plans (both internal and external).

Andréa Danziger, Director of Business Development and Practice Management, Loeb & Loeb

9:45AM CASE STUDY #2 LPM Training, Coaching, and other Initiatives Stinson Leonard Street, a firm of nearly 500 attorneys formed by a merger in January 2014, has 14 U.S. offices and major operations centered in Minneapolis and Kansas City. The legacy firms that merged had been innovators in legal project management for several years. Matt Wahlquist, the firm’s Director of Practice Management, continues to build on this foundation by integrating LPM efforts across every office, practice division, timekeeper, and administrative department. Matt’s core team has grown to include two legal project managers, both former practicing attorneys, and three pricing professionals. The firm hired LegalBizDev to offer its half-day workshop “How to Define Legal Scope and Negotiate Changes” to a key group of 14 partners in late 2014. Matt will share his experiences building an LPM program and talk candidly about progress on several LPM initiatives currently underway at Stinson Leonard Street, including individual coaching, that will be discussed in this presentation and also at the firm’s retreat next October.

Matt Wahlquist, Director of Practice Management, Stinson Leonard Street

10:00AM CASE STUDY #3 Accelerating LPM Progress Michael Nogroski joined Chapman and Cutler in 2013 to oversee strategic initiatives focused on technology innovation, process improvement, and legal project management. His team has worked with practice groups throughout the firm to further these initiatives, and over the last few years the firm has also conducted in-house training workshops on LPM and client value led by several well-known consultants. In January 2015, Chapman & Cutler decided to increase the pace of behavior change throughout the firm by participating in LegalBiz-Dev’s LPM Acceleration Program which is built around six months of unlimited consulting with staff and key stakeholders to adapt best practices to the firm’s needs and culture. In this workshop, Michael will report on progress to date and next steps.

Michael Nogroski, Director of Knowledge Management, Chapman & Cutler

10:15AM Morning Networking & Coffee Break

10:30AM CASE STUDY #4 Implementing LPM Training and Coaching Programs in Multiple Offices Building LPM momentum in a firm with over 4,000 lawyers in 77 offices around the world poses special challenges. Baker & McKenzie has rolled out a number of LPM training and coaching programs, including e-learning, selecting influential partners for coaching programs that enable them to directly experience immediate benefits and then become internal champions who will spread the word, and pilot projects in client/ firm collaboration in LPM. All of these programs have been implemented within the context of Stuart Dodds’ “Set the price, Get the price, Manage to price, Review the price” framework, which is described in his 2014 ABA book “Smarter Pricing, Smarter Profit.” Stuart was one of the first pricing directors hired to support a major law firm, and his role was then expanded to include LPM due to its vital role in protecting profitability.

Stuart J T Dodds, Director of Global Pricing and Legal Project Management, Baker & McKenzie

10:45AM CASE STUDY #5 Intensive LPM Coaching Provided to a Majority of the Firm’s Partners Bilzin Sumberg’s LPM efforts began with an intensive one to one coaching program for three influential partners. They then discussed the results in a panel discussion at the firm’s annual partner retreat in March 2012, including some new business that had resulted from clients’ increased satisfaction and several lessons learned from the initial coaching. All partners in the firm were then given an opportunity to sign up for the same coaching program. Over the next 14 months, more than half of the firm’s partners (26 out of 51) volunteered for and completed this program At that point, belief in LPM had reached critical mass and the partners themselves took ownership of moving the effort forward and sustaining progress. Follow-up steps are still underway and have included the purchase of Engage LPM software, the establishment of an LPM committee, LPM training for associates, and formal timekeeping systems to track work that is out of scope.

Scott Wagner, Partner, Bilzin Sumberg

11:00AM PANEL DISCUSSION Critical Success Factors in the Initial Adoption of LPM You won’t get a second chance to make a first impression, so it is extremely important to assure that your first legal project management program is well designed and executed. If it fails, you are going to have a tough time building support for the second one. In this panel, Jim Hassett will moderate a discussion of the key factors that enabled these five firms to build momentum, what they would do differently if they had a chance to start over, and differences between large and midsized firms. This panel will include a lively exchange of ideas and a frank discussion of what has worked best, what hasn’t, and why.

12:00PM Networking Luncheon

1:00PM PANEL DISCUSSION Critical Success Factors in Assuring LPM Sustainability Establishing momentum is just the start. As LPM continues to evolve and competing firms become more sophisticated, a long-term process must be put in place to sustain momentum, support new policies and procedures, and continuously improve the way legal work is performed. In this discussion, panelists will distribute and discuss templates they have developed for their firms. As in the preceding panel, the five successful firms will frankly discuss what they have accomplished so far, how they did it, and what remains to be done. Each panelist will also summarize the keys to success for their firm.

2:30PM Afternoon Networking & Coffee Break

2:45PM INTERACTIVE SMALL GROUP DISCUSSION How to Identify the Most Effective Action Items for Your Firm For audience members who would like to engage in an active discussion with other participants who are at a similar stage of LPM implementation, these optional small group discussions will help participants to identify personal action items to advance LPM at their firms.

4:15PM WRAP-UP Keys to Success To conclude the day, Jim Hassett will summarize the keys to success that have emerged from the interchanges between panelists and in the small group discussions.

Legal Project Management Showcase & Workshop

Workshop Agenda-Monday, June 8, 2015

Legal Project Management Showcase & Workshop (June 8th - Chicago)

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Venue and Accommodations

This workshop will be held at the University of Chicago’s Gleacher Center - located at 450 North Cityfront Plaza Drive Chicago, IL 60611— located in the heart of Chicago's business community, just blocks

away from the Loop. For more information including rates at nearby hotels please contact Peter Franken at Pfranken@ark-group.com or at 312 212 1301

Who Will Attend This Workshop

Ark Group’s Legal Project Management Showcase and Workshop is designed for thought leaders within law firms looking to monitor/reduce project-related risk while also effectively implementing change in the law firm setting—reconciling the practice of law with the business of law. Ideal for: Executive Directors, Practice Group Leaders, Managing Partners, Pricing Directors, Busi-ness Analysts, CFO’s, COO’s, CMO’s and CKO’s and anyone else involved in financial analysis, project/matter management or strategic planning and analysis for law firms.

PLEASE NOTE: Ark Group cannot be responsible for assisting potential attendees in obtaining visas to the country in which this event is being held. Attendees are responsible for their own travel and visa

LPM Workshop Registration $995 LPM Workshop for vendors & solution providers $1495

EARLY-BIRD DISCOUNT: I am registering before April 17th and would like

to claim my 15% early bird discount! ($845.75)

For team discounts, call Peter Franken at 312 212 1301

Please note: payment must be received in full prior to the event to guarantee your place

Registration conditions 1. Registrations can be submitted at any stage prior to the event, subject to availability. A limited allocation is being held and registering early is therefore recommended, in the event of the registration not being accepted by Ark Group the total amount will be refunded. 2. Payment must be received in full prior to the course. 3. All speakers are correct at the time of printing, but are subject to variation without notice. 4. If the delegate cancels after the registration has been accepted, the delegate will be liable to the following cancellation charges: - Cancellations notified over 45 days prior to the event will not incur a cancellation fee. - In the event of a cancellation being between 45 and 30 days prior to the event, a 20% cancellation fee will be charged. - For cancellations received less than 30 days prior to the event, the full delegate rate must be paid and no refunds will be available. 5. All registrations submitted by e-mail, fax, or over the telephone are subject to these booking conditions. 6. All cancellations must be received in writing. 7. Ark Group will not be held liable for circumstances beyond their control which lead to the cancellation or variation of the program. 8. Please make checks payable to Ark Group USA. Ark Group USA will not use your email address or information for any purpose other than distributing our conference and event notices.

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Register online at: usa.ark-group.com

Ark Group

401 S. LaSalle St. Suite 1200-H

Chicago, IL 60605

EARN CLE CREDIT

CLE credit has been approved for this workshop in a number of states. Please contact Peter Franken at 312.212.1301 or by email at pfranken@ark-group.com for more details!

A R K G R O U P U S A Organization

Legal Project Management Showcase & Workshop

The University of Chicago - Gleacher Center

450 N. Cityfront Plaza Drive Chicago, IL 60611

312.464.8787 http://www.gleachercenter.com/

THIS WORKSHOP WILL BE HELD AT: JUNE 8, 2015 — CHICAGO, IL

Loew’s Chicago Hotel 455 North Park Drive Chicago, IL 60611 Phone: 312-840-6600 Reservations: 877-868-8232 http://www.loewshotels.com/chicago-downtown/ Sheraton Chicago Hotel & Towers 301 E. North Water Street Chicago, Illinois 60611 1.877.242.2558 > Reservations http://www.sheratonchicago.com Embassy Suites Chicago ~ Downtown/Lakefront 511 N. Columbus Drive Chicago, Illinois 60611 312.836.5900 > Reservations http://embassysuites1.hilton.com/en_US/es/hotel/CHIREES-Embassy-Suites-Chicago-Downtown-Lakefront-Illinois/index.do InterContinental Chicago 505 N. Michigan Avenue Chicago, Illinois 60611 1.312.944.4100 > Reservations http://www.icchicagohotel.com/index.cfm Chicago Marriott Downtown 540 N. Michigan Avenue Chicago, Illinois 60611 312.836.0100 > Reservations http://www.marriott.com/hotels/travel/chidt-chicago-marriott-downtown-magnificent-mile/

For a complete list of Chicago hotels please visit the following link http://www.choosechicago.com/chicago-hotels/

The following hotels are located 1-2 blocks walking distance from the Gleacher Center:

The Gleacher Center is conveniently located in the heart of Chicago’s business community just blocks away from the Loop and steps away from Magnificent Mile shopping, restaurants and hotels. It is easily accessible from public transportation and adjacent parking lots.