The 17th Annual Law Firm COO & CFO Forum & Dinner

Event Details

Oct 24 - 26, 2018

New York, NY

$2195 USD

Register Now

For questions about this event, please call 1-800-308-1700

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 law firm officers 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 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 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 venerable restaurants.

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

The Thomson Reuters Legal Executive Institute is pleased to present the 17th Annual Law Firm COO & CFO Forum this October at the Andaz Wall Street. The premier national summit for law firm officers 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.

Hotel room block information is accessible here.

In case you missed it, here are some 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 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 efficiency had on law firms today? What story does the latest industry data depict with respect to overall market health?

    Presenters:
    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?

    12:00 PM
    Networking Luncheon
    1:00 PM
    Break
    1:15 PM
    Facilitated Breakout Sessions

    In these facilitated breakouts, Forum participants will have the opportunity to share practical ideas with a number of leading firms and industry peers. Attendees are encouraged to share specific examples of successes and failures in each of these areas and to think broadly about new techniques for addressing the challenges involved.

    Breakout #1:
    Les Règles du Jeu (The Rules of the Game): Examining Strategic Alliances through
    Technology & Business Operations
    Cognizant of the diverse amount of work available within the modern legal services market, some of the nation’s most progressive firms have expanded upon traditional service models by leveraging technology to enhance client relationships and identify additional paths toward profitability. This breakout addresses the new rules of collaboration required to win and retain today’s legal clients. Our panelists will examine key operational innovations that have helped their organization distinguish itself from others, whether through leading third-party partnerships or successful business consulting subsidiaries. 

    Breakout #2:
    Untamed Wilds: New Data Intelligence Strategies for Strategic Growth
    Thanks to the ongoing maturation of data analytics capabilities today, many firms are exploring ways to leverage both in-house and external data for identifying—and, in some cases, anticipating—the evolving needs of their clients. Beyond more familiar settings such as e-discovery or business development, breakthroughs in heavily commoditized practice areas such as labor and employment or litigation are yielding promising returns in an era where every competitive advantage is cherished. This discussion offers a practical take on innovative data-driven strategies throughout North America. In addition to comprehensive case studies, our panel will discuss how ubiquitous, cross-industry demand for data professionals is impacting the war on talent.

    Breakout #3:
    Collaborative Gains: Leveraging the Multigenerational Law Firm Workforce
    As the face of the modern law firm client continues to shift toward a younger, more technologically savvy generation, law firms face an important challenge designing effective client service teams that relate to and earn the trust of the new legal buyer. Law, after all, for all the talk of disruptive technologies and impinging innovation, remains a profession forged upon human relationships and uncompromised service delivery that customers are loathe to forget. This session asks participants to discuss various solutions toward maximizing today’s diverse workforce amidst the proverbial changing of the guard.

    2:30 PM
    Afternoon Break
    2:45 PM
    Facilitated Breakout Sessions

    In these facilitated breakouts, Forum participants will have the opportunity to share practical ideas with a number of leading firms and industry peers. Attendees are encouraged to share specific examples of successes and failures in each of these areas and to think broadly about new techniques for addressing the challenges involved.

    Breakout #1:
    In August Company: Mastering Practice Management through Law Firm Mergers
    Growth through acquisition remains a popular approach in the current legal services market. Indeed, if the thirty announced law firm combinations in Q1 alone are any indication, 2018 may best be remembered as the year when so-termed “mega-firms” began pulling away from the competition, thanks to a formidable global footprint and robust coffers. But while law firm combinations may garner short-term headlines, those playing the long game understand that no merger is successful unless talent integration and client relationships are shepherded through an often lengthy transition. What impact does inorganic growth have on client relations? What strategies have proven most effective at ensuring smooth transitions at both a practice and client service level?

    Breakout #2:
    Family Ties: New Employee Compensation Models Around Value
    “Value” is a common phrase on the lips of law firm customers. Whereas once, corporate legal departments were considered risk managers or gatekeepers on business affairs, the demands of a dynamic and increasingly diffuse business landscape are such that modern corporate counsel now act as trusted business partners to the greater enterprise. How, at an operational level, law firms respond to this new breed of client is a crucial step in satisfying expectations around value 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 with individual performance?

    Breakout #3:
    When Partners Defect: Recalibrating Talent & Succession Models Across the Firm
    The departure of influential partners—or even entire practice groups—is a cruel reality in today’s legal market. How law firm management responds to such developments is especially important, especially when considering the potential impact on customer relations and overall strategic growth. This panel examines best practices in change management and succession planning in both large and small firms.

    4:00 PM
    Thursday Night Reception

    Friday, Oct 26

    8:30 AM
    Thomson Talks & Breakfast
    9:30 AM
    Facilitated Breakout Sessions

    In these facilitated breakouts, Forum participants will have the opportunity to share practical ideas with a number of leading firms and industry peers. Attendees are encouraged to share specific examples of successes and failures in each of these areas and to think broadly about new techniques for addressing the challenges involved.

    Breakout #1:
    Invasive Maneuvers: Client-Focused Strategies Around the Big 4 and Alternative Legal Service Providers
    With the ongoing evolution of Big 4 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. This conversation offers a frank assessment of how global firms are adjusting their business and operational strategy in an era of rampant globalization.

    Breakout #2:
    The World Viewed: A Reuters Roundtable
    This session offers a brisk overview of key developments in the global business landscape. Our presenters will address the nature and pace of change impacting the legal profession as observed by leading Reuters reporters. Potential topics for discussion include the ongoing spectacle of Washington, DC, regulatory changes at home and abroad, regional instability in Asia and the Middle East, and more.

    10:30 AM
    Break
    10:45 AM
    Friday Keynote
    11:45 AM
    Closing Remarks

    Accreditation

    Andaz Wall Street

    Andaz Wall Street
    75 Wall Street (at Water St.)
    New York, NY 10005
    212.590.1234

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

    Andaz Wall Street
    75 Wall Street
    New York, NY 10005
    212.590.1234
    https://wallstreet.andaz.hyatt.com

    Wednesday Welcome Dinner:

    Delmonico’s Restaurant
    56 Beaver Street
    New York, NY 10004
    212.509.1144
    https://www.delmonicosrestaurant.com

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

    ROOM BLOCK DETAILS

    We have reserved a block of guest rooms at the Andaz Wall Street at a group rate of $415/night plus taxes.
    For reservations, please visit our dedicated booking link at:
    https://book.passkey.com/go/ThomsonReutersNYC

    Alternatively, you may call the hotel directly at 212.591.1234 and ask for the Reservations Department (be sure to reference “Thomson Reuters’ COO/CFO Forum”. Note: Web reservations are preferred).
    The cut-off date for guest room reservations at the group rate is Monday,September 24, 2018. Rooms are subject to availability.
    For assistance with guest room reservations, please contact our Conference Planner, Meghan Landis, at meghan.landis@tr.com

    More Info

    Nearby Hotels

    Andaz Wall Street

    212.591.1234

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