The 17th Annual Law Firm COO & CFO Forum & Dinner Changing Lanes: Customer-Driven Transformation Across the Enterprise

Event Details

Oct 24 - 26, 2018

New York, NY

$2195 USD

The Thomson Reuters Legal Executive Institute is pleased to present the 17th Annual Law Firm COO & CFO Forum this October in New York City. The premier national summit for eponymous title holders and their peers, the Law Firm COO & CFO Forum continues its tradition of comprehensive professional education and networking opportunities for the Am Law 200 and beyond.

The 2018 Law Firm Financial Performance Forum (10/24)

This half-day program offers an interactive slate of timely topics devoted to financial performance and management of today’s law firms. Registration is capped to accommodate an educational environment where law firm executives can interact with colleagues and esteemed law firm clientele.

The COO & CFO Forum Welcome Dinner (10/24)  

Continuing a new conference tradition, we are pleased to announce our Wednesday night Welcome Dinner at the legendary Delmonico’s  — recognized as America’s very first fine dining restaurant (1837) and the birthplace of Eggs Benedict, Baked Alaska, Lobster Newburg, and Chicken A la Keene — in the heart of the Financial District. Register today and join fellow law firm professionals for a festive evening at one of New York’s most revered institutions.

The 17th Annual Law Firm COO & CFO Forum (10/25 – 10/26)

This year’s conference takes a comprehensive look at customer-driven transformation initiatives across the organization. As the legal services market continues to welcome new entrants and the ongoing encroachment of the Big Four into global markets, law firms are collaborating with their customers at a truly unprecedented rate, resulting in myriad operational innovations worthy of national attention. Register today and hear from a faculty at some of the most progressive firms in the profession.

Hotel room block information is accessible here.

In case you missed it, here are highlights from last year’s Forum:

Special Offers

Group discounts available. Please call 1-800-308-1700 for details.

Why You Should Attend

  • The Law Firm COO & CFO Forum is the premier gathering of eponymous title holders and their executive brethren from throughout the AmLaw 200.
  • Our forum addresses key developments and trends impacting the business of law.
  • We leverage industry-leading Thomson Reuters analytics to offer robust and substantive portraits of the North American legal market.
  • Conference attendees are able to network and engage their colleagues throughout three days of (in)formal dialogue.
  • As a takeaway, attendees can expect practical advice for improving one's productivity and anticipating firm needs in 2018 and beyond.

    Who Should Attend

  • Law Firm Chief Operating Officers
  • Law Firm Chief Financial Officers
  • Law Firm Executive Directors
  • Law Firm Directors of Finance
  • Law Firm Directors of Operations
  • Event Co-Chairs

    James Jones

    Senior Fellow, Center for the Study of the Legal Profession, Georgetown University Law Center

    View Faculty Page
    Meredith Mendes

    Executive Director & Chief Operating Officer, Jenner & Block LLP

    View Faculty Page
    Gretta Rusanow

    Head of Advisory Services, Law Firm Group, Citi Private Bank

    View Faculty Page

    Event Keynote Speaker

    Preet Bharara

    Former U.S. Attorney for the Southern District of New York

    View Faculty Page

    Event Details

    Thursday, Oct 25

    8:00 AM
    Breakfast and Registration
    9:00 AM
    Opening Remarks
    9:15 AM
    The State of the U.S. Legal Market

    Strategic recalibration is never easy, especially in a profession where reversing course is often met with severe (if unequivocal) resistance. This year’s “State of the Legal Market” offers a comprehensive take on how law firms are (re)adjusting their organizational strategy in light of ongoing merger activity, battles for top talent, and the evolving legal customer profile. What impact have evolving customer expectations and a greater emphasis on profitability had on law firms today? What story does the latest industry data depict with respect to overall market health?

    James Jones, Senior Fellow, Center for the Study of the Legal Profession, Georgetown University Law Center
    Gretta RusanowHead of Advisory Services, Law Firm Group, Citi Private Bank

    10:30 AM
    Morning Break
    10:45 AM
    A New Republic: Toward a Standardization of Outside Counsel Guidelines

    As corporate clients continue to assess the parameters of outside counsel relationships, law firm leaders grow ever more adamant in their desire for a standardized set of performance guidelines to help determine who wins or loses legal work. This presentation interrogates the viability and practicality of universally accepted rules of engagement to which all legal service providers can adhere. Is today’s legal services market closer to or father way from achieving professional consensus?

    James Jones, Senior Fellow, Center for the Study of the Legal Profession, Georgetown University Law Center

    Anthony E. DavisPartner, Hinshaw & Culbertson LLP; Lecturer-in-Law, Columbia University School of Law
    Suzanne E. Hawkins, Global Director of Client Value, Reed Smith LLP
    Chaim A. Levin, Chief Legal Officer & General Counsel for the Americas, Tradition Group
    Beate Parra, Managing Director & Head of Legal, UniCredit Bank AG, New York Branch
    Barbara Ann Williams, Deputy General Counsel, McGuireWoods LLP

    12:00 PM
    Networking Luncheon
    1:00 PM
    1:15 PM
    Breakout #1: A Swift and Measured Response: Organizational & Client-Focused Responses After a Cyber Incident (Breakout)

    Those who have experienced a cyber incident compare it to a technological atom bomb. In addition to immediate chaos, the fallout and impact on client trust can be protracted, far-reaching and unpredictable. This session offers a frank discussion about responding to a cyberattack.  Panelists will offer powerful guidance around conducting an investigation, identifying and correcting vulnerabilities, communicating across the organization, and responding to customer and media outreach.

    Lawrence Jarvis, Senior Vice President & Chief Information Security Officer, Iron Mountain

    Rocco Grillo, Executive Managing Director & Global Leader- Cyber Resilience Services, Stroz Friedberg
    Lena Licata, Director, Process, Risk, and Technology Solutions, Eisner Amper LLP
    Marissa Michel, Director of Cyber & Crisis Management, McKinsey & Company
    Thomas Ricketts, Senior Vice President and Executive Director, Aon Risk Solutions

    Breakout #2: Untamed Wilds: New Data Intelligence Strategies within the Firm (Breakout)

    Thanks to the ongoing maturation of data analytics capabilities today, many firms are exploring ways to leverage internal data in identifying—and, in some cases, anticipating—the evolving needs of their clients. Knowledge management tools and processes are helping to amplify new opportunities in which attorney expertise and firm operations can be linked to provide a specialized client experience.  This discussion offers a practical take on some of the most successful data-driven initiatives in firms today. In addition to comprehensive case studies, our panel will discuss how ubiquitous, cross-industry demand for data professionals is impacting the war on talent.

    Evan Parker, Managing Director, Analytics, LawyerMetrix

    Tim Armstrong, Chief Operating Officer, Vinson & Elkins LLP
    Chris Boyd, Chief Knowledge & Talent Officer, Wilson Sonsini Goodrich & Rosati LLP
    Marlene Gebauer, Director of Knowledge Solutions, Greenberg Traurig LLP
    Jennifer Roberts, Data Scientist, Intapp, Inc.
    Madhav Srinivasan, Chief Financial Officer, Hunton Andrews Kurth LLP

    Breakout #3: Collaborative Gains: Leveraging the Multigenerational Law Firm Workforce (Breakout)

    As the face of the modern law firm client continues to shift toward a younger, more technologically savvy generation, law firms face an important responsibility in developing their in-house talent and fostering client pipelines. This session adopts a pragmatic tone in discussing various ways law firms can leverage their diverse workforce to recalibrate client teams and strengthen client relationships amidst the proverbial changing of the guard.

    Dan Arends, Principal & Chairman, National Law Firm Services Group, Colliers International

    Mindy J. Herczfeld, Esq., Chief Legal Talent Officer, Cozen O’Connor P. C.
    Mary Jackson, Chief Officer, Professional Resources, Blake, Cassels & Graydon LLP
    Jody Rosen Knower, Chief Training & Professional Development Officer, Sidley Austin LLP
    Terry Thompson, Chief Operating Officer, Ropes & Gray LLP

    2:30 PM
    Afternoon Break
    2:45 PM
    Measuring Value: New Employee Compensation Models Across the Firm

    “Value” is a common phrase on the lips of many law firm customers. Legal department budgets continue to hold steady, and general counsel are routinely looking to bring work in-house in order to control outside spend and operate more efficiently. How, at an organizational level, law firms respond to the needs of their clients is a crucial step in satisfying expectations around performance, accountability and transparency. This conversation looks inward to examine whether or not law firms are deploying the best compensation model for their talent. Have law firms done enough to align a culture of client service and “smart collaboration” (to borrow a phrase from Dr. Heidi K. Gardner) with individual performance?

    Lisa Smith, Principal, Fairfax Associates

    Michael R. Caplan, Chief Operating Officer, Goodwin LLP
    Ora T. Fisher, Vice Chair, Latham & Watkins LLP
    Lee I. Miller, Chair Emeritus, DLA Piper
    Gregory Stoskopf, Managing Director, Human Capital, Deloitte

    4:00 PM
    Roundtable #1: Intelligent Design: Assessing New Expense Planning Strategies in Law Firms (Breakout)

    A decade ago, law firms entered a period of dramatic cost-cutting that saw technology, talent, marketing and operations impacted like never before. Since then, as the legal services market continues its tepid recovery, law firms have focused more on growth opportunities, even while maintaining a watchful eye on expenses. This session offers a timely take on expense management strategies in firms today. What has changed in the way firms approach expenses since the Great Recession? Have advancements in technology and the evolving law firm business model impacted the ways firms construct their operating budget?

    Bob Pierson, Managing Director, Profit Recovery Partners

    Rob Mattern, President and Founder, Mattern & Associates, LLC
    Paul R. Morton, Chief Operating Officer, Burns & Levinson LLP
    Scott A. Ross, CPA, Chief Financial Officer, Tarter Krinsky & Drogin LLP

    Roundtable #2: A Bold Dialectic: Building an Effective Client Review Program (Breakout)

    Although many firms embrace the merit of formal client feedback, few have mastered the ability to fully maximize its value to firmwide operations and profitability. This session adopts a pragmatic tone in identifying ways law firms can act upon customer commentary in an era where brand and market perception carry additional cache. Our presenters will offer valuable guidance around what has—or has not—worked when it comes to capturing and analyzing the voice of the client.

    Elizabeth Duffy, Vice President, Acritas US Inc.

    Angela S. Quinn, Esq., Chief Client Officer, Husch Blackwell LLP
    Janet Stanton, Partner, Adam Smith, Esq.
    Emily M. Thall, Director of Business Development & Marketing, Kasowitz Benson Torres LLP
    Melanie Zaletsky, Chief Client Development & Practice Management Officer, Crowell & Moring LLP

    5:00 PM
    Thursday Night Reception

    Please join us for cocktails as we conclude our Thursday program.

    Friday, Oct 26

    8:30 AM
    Thomson Talks & Breakfast

    Thomson Talk #1:
    Designing Growth: Emerging Trends in Real Estate & Workplace Strategies
    US law firms face myriad headwinds in their approach to real estate, workplace strategy, and cost management. Indeed, although prevailing law firm operating models have essentially remained unchanged, many firms now focus on managing costs, changing ways of working, and the increasing demands from multi-generational talent across the organization. Please join us as BDO Commercial Real Estate Advisory Services (CREAS) shares key findings from its comprehensive survey of law firm executives around the strategic choices many firms are making with respect to real estate and workplace operations.

    Ross Forman, Managing Director, Corporate Real Estate, BDO USA LLP
    Asif Hussain, Director – Consulting & Advisory Services, BDO USA LLP

    Thomson Talk #2
    Designing Trust: New Information Governance Guidelines in Law Firms
    Due to ongoing concerns around privacy and information governance, many law firm clients, especially those in the healthcare and financial services sectors, are paying close attention to how outside counsel process and maintain their customers’ data during the                        course of a given legal matter. This presentation addresses the growing list of information governance requirements enforced by influential clients today. Leveraging takeaways from a real-world case study, Blackberry will highlight challenges and practical solutions
    for ensuring that law firms meet customer expectations with respect to collaborative workflow, data integrity, and technology.

    9:30 AM
    Frenemy Mine: Client-Focused Strategies Around the Big Four and Alternative Legal Service Providers

    With the ongoing evolution of Big Four accounting firms from multidisciplinary professional services firms to “globally integrated business solution providers,” law firms continue to assess the impact of how these formidable, multinational entities are impacting the global legal services market. Leveraging brand new conclusions from the 2019 Alternative Legal Service Study, this conversation offers a frank assessment of how global firms are adjusting their business and operational strategy in an era of rampant globalization.

    David Curle, Director, Technology & Innovation Platform, Thomson Reuters Legal Executive Institute

    Mathew Keshav Lewis, Senior Vice President & Global Head – Banking & Regulatory Practice, Axiom Global
    Bruce MacEwen, President, Adam Smith, Esq.
    Victor M. Nuñez
    , Global Chief Financial Officer, Norton Rose Fulbright
    Dr. Mari Sako, Professor of Management Studies, Saïd Business School, University of Oxford

    10:45 AM
    11:00 AM
    Conference Keynote: A Fireside Chat with Preet Bharara

    The Legal Executive Institute is honored to announce Preet Bharara as this year’s conference keynote. Mr. Bharara served as the U.S. Attorney for the Southern District of New York from 2009 – 2017 and earned a reputation as one of “the nation’s most aggressive and outspoken prosecutors,” according to The New York Times. Since 2017, Mr. Bharara has served as host of the podcast “Stay Tuned with Preet,” as a Senior Legal Analyst for CNN, and as Distinguished Scholar in Residence at the NYU School of Law.

    Axel Threlfall, Editor-at-Large, Reuters

    Preet Bharara, Former US Attorney for the Southern District of New York (2009-2017)

    12:00 PM
    Closing Remarks
    Preet Bharara

    Former U.S. Attorney for the Southern District of New York

    View Faculty Page


    Andaz Wall Street

    Andaz Wall Street
    75 Wall Street (at Water St.)
    New York, NY 10005

    Pre-Conference Workshop, COO/CFO Forum & Guest Room Block:

    Andaz Wall Street – SOLD OUT   (please see below for details)
    75 Wall Street
    New York, NY 10005

    Wednesday Welcome Dinner:

    Delmonico’s Restaurant
    56 Beaver Street
    New York, NY 10004

    *Delmonico’s is located within convenient walking distance of the Andaz.


    Our event guest room block has sold out. Please contact the hotel directly for rates/availability.

    We are pleased to provide a list of nearby hotels for alternative accommodations.


    More Info

    Nearby Hotels

    Holiday Inn Express New York City - Wall Street


    Eurostars Wall Street


    Fairfield Inn New York Manhattan/Financial District


    The Wall Street Inn


    Q&A Residential Hotel


    Club Quarters Hotel Wall Street


    Sponsors of This Event