The West Coast Law Firm Leadership Roundtable Competition and Client Services in the Current Market

Event Details

Apr 12, 2018

9:00 AM - 4:00 PM

San Francisco, CA

$495 USD

The Thomson Reuters Legal Executive Institute is pleased to host a timely and compelling summit on critical developments and major headwinds impacting the business of law. Held at San Francisco’s iconic Palace Hotel, this marquee program invites regional law firm chairs, managing partners, C-suite officers and their executive brethren to engage one another in a series of earnest discussions built upon market competition and client service in the current market.

Register today! Online registration now available. 


Special Offers

Group discounts available. Call 1-800-308-1700 for details.

Why You Should Attend

  • This forum delivers rigorous, practical, trustworthy content as only a true legal industry market leader can provide
  • Attendees will hear from esteemed colleagues and high-profile clients on best practices and key takeaways for immediate adoption within one's firm
  • Ample networking opportunities will allow participants to glean candid insights and forge new friendships with regional colleagues

    Who Should Attend

  • Law Firm Chairs
  • Managing Partners
  • C-Suite Officers
  • Executive Committee members
  • Senior Operations, Financial, and Business Development personnel
  • Event Co-Chairs

    David Bruns

    Director of Client Services, Farella Braun + Martel LLP

    View Faculty Page
    Douglas Penson

    Account Executive, Thomson Reuters

    View Faculty Page

    Event Details

    Thursday, Apr 12

    9:00 AM
    Registration & Continental Breakfast
    10:00 AM
    Opening Remarks
    10:15 AM
    The State of the Legal Market

    We begin our program with a comprehensive summary of the 2018 Report on the State of the Legal Market, published by Georgetown Law’s Center for the Study of the Legal Profession and Thomson Reuters Legal Executive Institute. This industry-leading study offers a robust, data-driven portrait of volatility and transformation in the midsize and large law market. In addition to elaborating upon key conclusions, our presenters will offer exclusive new insights courtesy of Thomson Reuters Peer Monitor®.

    Brent Turner, Manager, Peer Monitor, Thomson Reuters

    11:15 AM
    11:30 AM
    Growth By Design: New Collaborative Approaches to Brand & Business Development

    Thanks to the growth of alternative legal service providers, technological breakthroughs, and more stringent client demands, law firms today face crucial decisions on brand differentiation and firmwide business development. More than simply a logo or visual signifier in the mind of (prospective) clients, law firm branding has proven itself a powerful torch in lighting the path toward profitability. This discussion addresses a number of practical approaches to leveraging talent, data, client feedback programs and more as part of a collaborative marketing and business development strategy. Our accomplished panel will leverage their formidable expertise by offering novel insight into accelerating customer growth.

    David Freeman, Founder, Law Firm CultureShift

    Margaret Abeles, Chief Strategy Officer, Hanson Bridgett LLP
    Doug Hastings, Business Development and Marketing Officer, Gallagher & Kennedy
    Whitney Murray, Public Relations Manager, Lewis Roca Rothgerber Christie LLP


    12:30 PM
    1:30 PM
    Operation Reformation: Operational Management for Client Success

    There is little doubt that a firm’s success is, in many ways, attributable to the success of its clients. In recognition of this, most firms are offering things such as alternative fee arrangements in order to respond to client needs. Yet some firms are taking this connection a step further by redesigning internal operations to promote client success. What does a firm need to do to make this happen? How do you engage other across the enterprise to be invested in this process? How does one quantify or evaluate ROI from both the client and firm perspective? This sessions ponders these and other key considerations for today’s agile, client-centric law firm.

    Eric Dewey, Principal and Consultant, Group Dewey Consulting

    Dave Bruns, Director of Client Services, Farella Braun & Martel LLP
    Ken Callander, Founder, Value Strategies
    Brian Colucci, Chief Business Development & Marketing Officer, Kilpatrick Townsend, & Stockton LLP
    Aaron Crews, Chief Data Analytics Officer,  Littler Mendelson P.C.

    2:30 PM
    2:45 PM
    Forming the Phalanx: Law Firm Compliance Around General Data Protection Regulation

    With the EU General Data Protection Regulation coming into effect on May 25, 2018, law firms and their clients must be fully prepared to comply with this critical mandate. This practical session offers expert guidance around key obligations for law firms today. Our presenters will address a number of best practices around data storage, client consent, third party risk and more.

    Stephen Cole, Director, Client Technology & Strategy, Mattern & Associates, LLC

    Erica Kitaev, Managing Editor, Thomson Reuters
    James G. Perkins, Chief Operating Officer and Chief Compliance Officer, Procopio, Cory, Hargreaves & Savitch LLP

    3:45 PM
    Closing Remarks
    4:00 PM
    Networking Reception
    Margaret F. Abeles

    Chief Strategy Officer, Hanson Bridgett LLP

    View Faculty Page
    Stephen Cole

    Director, Strategy & Client Technology, Mattern & Associates LLC

    View Faculty Page
    Brian Colucci

    Chief Business Development & Marketing Officer, Kilpatrick Townsend, & Stockton LLP

    View Faculty Page
    Aaron Crews

    Chief Data Analytics Officer, Littler Mendelson P.C.

    View Faculty Page
    Eric Dewey

    Principal and Consultant, Group Dewey Consulting

    View Faculty Page
    David Freeman

    Founder, Law Firm CultureShift

    View Faculty Page
    Doug Hastings

    Business Development and Marketing Officer, Gallagher & Kennedy

    View Faculty Page
    Erica Kitaev

    Managing Editor, Thomson Reuters

    View Faculty Page
    Whitney Murray

    Public Relations Manager, Lewis Roca Rothgerber Christie LLP

    View Faculty Page
    James G. Perkins

    Chief Operating Officer and Chief Compliance Officer, Procopio, Cory, Hargreaves & Savitch LLP

    View Faculty Page
    Barbara Sondag

    Senior Privacy & Cyber Advisor, Fenwick & West, LLP

    View Faculty Page
    Brent Turner

    Manager of Peer Monitor, Thomson Reuters

    View Faculty Page
    Catherine Zinn

    Chief Client Officer, Orrick, Herrington & Sutcliffe LLP

    View Faculty Page


    The Palace Hotel

    2 New Montgomery Street
    San Francisco, CA 94105

    San Francisco’s iconic Palace Hotel is unmatched in its soaring architectural elements and inspired decor. Conveniently situated in the Financial District, The Palace offers a convenient and fittingly lavish backdrop to this marquee program.

    A limited quantity of guest rooms is available on a first come, first served basis.

    For guest rooms at the group rate of $395/night plust taxes, please call the hotel’s Central Reservations Office at 888.627.7196, and be sure to reference “Thomson Reuters West Coast Law Firm Leadership Forum”. The cut-off date for guest room reservations is Friday, March 9, 2018. Rooms are subject to availability. For assistance with guest room reservations, please contact our Conference Planner, Meghan Landis, at  or 201.912.3042.

    More Info

    Sponsors of This Event