The 2018 Legal Executive Forum Culture, Client Service & Law Firm Talent Transformation

Event Details

Jun 07 - 08, 2018

New York, NY

$1295 USD

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

The Thomson Reuters Legal Executive Institute is pleased to present a national summit on law practice management designed for AmLaw 200 law firm chairs, managing partners, and executive committee members. Helmed by some of the industry’s most respected minds, this Forum represents a new era of rigorous thought leadership and professional development for top decision-makers throughout North America.

Register today. Online registration now available!

Special Offers

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

Why You Should Attend

  • Leveraging the expert insights from a new generation of law firm executives, this Forum delivers a robust and exciting program for top decision makers throughout the AmLaw 200.
  • Our faculty and content reflect the dynamic changes impacting legal services on a(n) (inter)national scale.
  • No other forum is positioned to offer up-to-date, trusted Thomson Reuters data from one of the legal profession's most respected players.

    Who Should Attend

  • Law Firm Chairs
  • Law Firm Managing Partners
  • Law Firm Executive Committee members
  • Law Firm C-Suite Officers
  • Event Co-Chairs

    William D. Henderson

    Stephen F. Burns Chair on the Legal Profession, Indiana University Maurer School of Law

    View Faculty Page
    Tim Mohan

    Chief Executive Partner, Chapman and Cutler LLP

    View Faculty Page

    Event Keynote Speaker

    Dan Heath

    Co-author of 4 New York Times bestselling books including Switch

    View Faculty Page

    Event Details

    Thursday, Jun 07

    8:00 AM
    Registration & Breakfast
    8:45 AM
    Opening Remarks

    The co-chairs of this program are looking to explore new formats for the Legal Executive Forum that reflect the changes occurring within the industry.  This year’s program reflects a desire to experiment with a “deep dive” format where speakers take us inside their organizations or the market data to garner specific insights on what’s working, what’s not, and why. Part of this format includes ample time for audience Q&A.

    Tim Mohan, Chief Executive Partner, Chapman and Cutler LLP

    9:00 AM
    Into Focus: Discerning the New Law Firm Profitability Model

    Since 2008, law firm financial performance has elicited significant conversation throughout the legal profession. Talk of “new” financial metrics that more accurately depict profitability and organizational health reflects a once stoic industry’s still-ongoing adjustment to the new realities of modern business—a vista forged upon transparency, accountability, and quantifiable success. Data, when leveraged properly, is at the core of any financial analysis. But when firms fail to properly interpret their own metrics, skewed (if inaccurate) conclusions ensue. This presentation offers a rare case study on how law firms can properly assess their in-house data for a more reliable portrait of profitability.

    Dr. Evan Parker, Managing Director, Analytics & Research, LawyerMetrix

    10:00 AM
    10:15 AM
    Envisioning a More Effective Law Firm-Client Relationship

    Theories abound when it comes to engineering the most successful law firm-client relationship. While some believe changes in technology or the competitive landscape will be determinative, others believe data analytics is the surest and quickest path for law firms to meet or exceed client expectations. Recently, a prominent organization called AdvanceLaw launched an 18-month thought leadership experiment to fully understand—or perhaps, settle once and for all—the age old question of success from both an in-house and law firm perspective. Led by a committee of influential general counsel, this experiment has begun yielding a number of compelling and surprising conclusions poised to spark national debate. Please join us for an exclusive look at some of the early returns from this remarkable initiative.

    Dan Currell, Managing Director, AdvanceLaw

    11:00 AM
    11:15 AM
    Morning Keynote: Leading a Switch

    Why do some big changes happen easily while many small changes prove impossible? The answer hinges on some of the most fascinating findings in psychology. Our mind is divided into two different systems—an analytical mind and an emotional mind—that are often in conflict, particularly in situations of change. Building on this compelling research, New York Times best-selling author Dan Heath will reveal a simple, three-part framework to help business leaders lead change in tough times.

    Dan Heath, Co-Author of 4 New York Times bestselling books including Switch

    12:15 PM
    Keynote Luncheon: Is Innovation a Strategy or a Component of How We Successfully Execute?

    Innovation around process improvement, “artificial intelligence,” alternative fee arrangements and operational outsourcing is widely held as a powerful lever in an increasingly dynamic and competitive legal services market. But if one were to objectively assess true innovation across the profession, what revelations—or sobering fallacies—might come to light in the eye of the beholder? Building upon the focus principle developed in the opening session, this presentation  looks at the science of how innovation diffuses and suggests that innovation should be viewed a ongoing process of being a best-in-class service provider.

    Prof. William Henderson, Stephen F. Burns Chair on the Legal Profession, Indiana University Maurer School of Law and Editor of Legal Evolution
    Tim Mohan, Chief Executive Partner, Chapman and Cutler LLP

    1:30 PM
    "The Kids Are All Right": A Conversation with Generation X Law Firm Leaders

    Lost amid the discourse of Millennials and the multigenerational workforce is the understated but no less significant ascension of Generation X to the highest seat of power in law firms. These new leaders face a number of unenviable challenges in an era of industrial upheaval. What lessons has this new generation of decision-makers gleaned from its predecessors? What initiatives do these leaders believe will help usher their respective firms to new heights?

    Cristina A. Carvalho, Managing Partner, Arent Fox LLP

    Matt R. Burnstein, Chairman, Waller Lansden Dortch & Davis, LLP
    Scott J. Fisher, Managing Partner, Neal Gerber Eisenberg LLP
    James Goodnow, President & Managing Partner, Fennemore Craig, P.C.
    F. Chase Simmons, Vice Chairman & Chair-Elect, Polsinelli PC

    2:30 PM
    2:45 PM
    The Path to Data-Driven Strategy & Planning

    The past decade has delivered a wealth of data to law firms and their clients. From litigation tracking platforms with predictive capabilities to internal financial systems that analyze activity-based costs and formulate profit metrics, the array of available information can be both exciting and daunting. Drawing from results of a jointly produced study on law firm competitive intelligence by Acritas and The Tilt Institute, this session explores how law firms are using combinations of internal and external information to drive growth, motivate change and build the foundation for better strategic decisions.

    Lizzy Duffy, Vice President, Acritas
    Marcie Borgal Shunk, President & Founder, The Tilt Institute

    David McClune, Global Chief Marketing Officer, Shearman & Sterling LLP
    Judy Okenfuss, Managing Partner, Ice Miller LLP

    4:00 PM
    Thursday Reception

    Please join us for canapés and cocktails as we wrap up the day’s proceedings.

    Friday, Jun 08

    8:00 AM
    Networking Breakfast
    8:45 AM
    Big Lights, Bright City: Orrick, Herrington & Sutcliffe and the Growth of Wheeling, WV

    Orrick, Herrington & Sutcliffe’s landmark decision to open its Global Operations Center in Wheeling, WV is arguably one of the most significant industry developments of the past twenty years. Under former Chairman & Chief Executive Officer Ralph Baxter, Orrick’s rise to prominence as one of North America’s most admired firms has inspired  countless imitators and spawned numerous studies on modern-day industrial transformation. What is less well known is the impact Orrick had on the town of Wheeling itself. Please join us for an in depth look at how a charming and unassuming own evolved into a thriving business district in the heart of West Virginia’s northern panhandle.

    Kelly M. Cullen, Senior eDiscovery Career Associate, Orrick, Herrington & Sutcliffe LLP
    Will Turani, Director of Administration, Orrick, Herrington & Sutcliffe LLP

    9:30 AM
    9:45 AM
    Agents of Change: Profiles in Law Firm Intrapreneurship

    With all eyes on the growing prominence of corporate legal operations and practice efficiency, several of the nation’s most progressive law firms have embraced a culture of intrapreneurship to drive sustainable in-house innovation. This panel offers a series of case studies detailing the ideation and creation of operational advancement across large, matrixed organizations.

    William T. Garcia, Chief Practice Innovation Officer, Thompson Hine LLP
    Tim House, Partner & Global Head of Dispute Resolution, Allen & Overy LLP
    Eric J. Wood, Practice Innovations & Technology Partner, Chapman and Cutler LLP

    11:30 AM
    11:45 AM
    Training the 21st Century Lawyer: Envisioning a Legal Industry Alliance

    Although traditional academic curricula is intended to help law students identify problems in the surrounding world, the impinging forces of globalization, scientific  advancement, speed of information, growing complexity, and geopolitical tumult have underscored a profound disconnect between business needs in the current economy and the preparedness of today’s law school  graduates. Training to become a successful legal professional today requires a far more diverse, less theoretical training that can  accelerate one’s transition to the workforce. This session examines an emerging collaboration between law schools, law firms, legal departments, NewLaw service providers, and legal technology companies that is creating a new, more reliable and cost-effective talent pipeline fitting the demands of the 21st century

    Prof. William Henderson, Stephen F. Burns Chair on the Legal Profession, Indiana University Maurer School of Law and Editor of Legal Evolution

    Thomas J. Bender, Co-President & Co-Managing Director, Littler Mendelson P.C.
    Jae Um, Founder & Executive Director, Six Parsecs

    12:15 PM
    Closing Remarks

    Please join us as we briefly reflect upon key takeaways from this year’s Legal Executive Forum.

    Tim Mohan, Chief Executive Partner, Chapman and Cutler LLP

    Dan Heath

    Co-author of 4 New York Times bestselling books including Switch

    View Faculty Page


    Thomson Reuters New York Corporate Offices

    3 Times Square, Floor 30 (at 42nd Street & 7th Ave.)
    New York, NY 10036

    The Thomson Reuters New York Customer Center is located on the 30th floor of our  3 Times Square offices. Attendees may check in at the lobby and take the elevator bank upstairs. Please be sure to carry a photo ID on you for security purposes.

    Guest Room Block

    We are hosting a guest room block at the nearby Westin New York at Times Square. For guest rooms at the group rate of $359/night plus taxes, please visit our dedicated guest room reservations site:

    Alternatively, you may call the Westin and reference the “Thomson Reuters Legal Executive Forum” room block. The cut-off date for guest room reservations is Monday, May 7, 2018. Rooms are subject to availability. For assistance with guest room reservations, please contact our Conference Planner, Meghan Landis, at

    The Westin New York at Times Square
    270 West 43rd Street (at the corner of 8th Avenue)
    New York, NY 10036
    Reservations: 888.627.7149

    The Westin is located witihin convenient walking distance of the Thomson Reuters Building. When exiting the Westin, turn right on 43rd Street, then make the next right onto 7th Avenue. 3 Times Square (the Thomson Reuters Building) will be on your right.

    Sponsors of This Event