Leaders who move hearts and minds do so by owning both their strengths and weaknesses. Increased self-awareness takes courage. Learning about how to build on weaknesses takes commitment and comfortably leveraging strengths takes confidence. Begin the journey to own your leadership style and learn how simple it can be through the “way of the horse”. This unique program requires completing an on-line assessment, https://masterherder.com/professional-assessment-start/ (at no cost to you), so you can actively participate in this live presentation. Join Natalie and Robin as they lead you through the Five roles of the Master Herder leadership model. Participants will learn leadership secrets on how to get those we work from one place to another.

CLM Application Credit: 1 hour in the category of Organizational Development

CLM Recertification Credit: 1 hour in the subject area of (CM) Communications & Organizational Management

Natalie Loeb is the founder of Loeb Leadership Development Group. Possessing over 25 years of experience in leadership coaching and known as an innovative business leader and strategic partner to her clients, Natalie’s team helps organizations transition managers into leadership roles, increase leadership effectiveness and build high-functioning collaborative teams.

Robin T. Farber is the founder of Peak Performance Development / Behavioral Health Solutions, LLC.  Robin is an Executive Coach and Psychotherapist. Her passion is empowering, inspiring and motivating her clients to perform at their highest potentials and facilitate transitions.    In addition to her private practice, Robin is a founding member of the 5 Star Leadership Group; a woman owned business specializing on equine leadership development work.  Robin also contributes her talents as a senior consultant to Loeb Leadership Development Group working with CEO’s and professionals in a range of industries.

IT/BAB: Big Apple Bites - Cloud a la Carte: Three Firms’ High Flying Adventures for Navigating the Cloud

Join us to see how three firms navigated their high flying adventures in the cloud. The first perspective is from the firm just about to take off (as remembered by someone who has already, so we have some keen insight). The second perspective is from the firm who took off with the plane half full. A client requested the change out of cybersecurity consequences, so the firm complied. The third and final perspective is from the firm who hasn’t landed in a good long time. They have spent years in the cloud already. We can all gain from their experience and foresight or not.

Darragh Fitzpatrick, Partner & Executive Vice President of Tabush Group, has more than 20 years of experience in information technology, designing robust and scalable IT infrastructures. He joined the Tabush Group in 2005, originally as a consultant and then a network architect. In 2009, Darragh became a partner at Tabush Group and took on the role of executive vice president.

Paul Sperry is the President and CEO of Ivionics. Founding Ivonics in1986, Paul and his team have spent the last 30 years focused on strategizing with their client's senior management teams on ways to leverage technology in their businesses.  Paul also serves as an advisor on the board of several not-for-profit organizations and small businesses throughout Long Island and NYC.

Frank Mariello is Vice President of Hosted Desktop and Operations Engineering for IT Services Provider, mindSHIFT Technologies, Inc. (a Ricoh company). Prior to his nearly 20-year tenure with mindSHIFT, Mr. Mariello was a Senior Network Engineer for ACS Legal Solutions, PJM Interconnection Association, Cigna Systems, and Brandon Systems.

OM: Information Governance: Setting the Foundation

The General Data Protection Regulation went into effect in May 2018 in the EU and has sparked discussion around the world. The regulation, while not alone in guiding organizations’ decisions on information governance, deserves attention. The potential penalties for non-compliance can be crushing – up to 20 million Euros or 4% of annual global turnover, whichever is highest.

In this session, we will explore how the discipline of Information Governance, supported by a robust Records and Information Management capability, can help firms address a myriad of challenges and opportunities. By knowing what information you have, where it is, why you have it, and how long you can or have to keep it, you are empowered to make eyes-wide-open decisions which will help your firm comply, work, and compete.

CLM Application Credit for Functional Specialists: 1 hour in the subject area of Legal Industry/Business Management towards the additional hours required of some Functional Specialists to fulfill the CLM application requirements

CLM Recertification Credit: 1 hour in the subject area of Legal Industry/Business Management

Julie J. Colgan, CRM, IGP is a 20-year veteran of the Records Management and Information Governance profession in both the private and public sectors serving as a certified records manager (CRM) and a certified information governance professional (IGP). Julie is a past president of ARMA International, the premier professional association for information management professionals and has been involved with a number of other professional organizations including AIIM, ACEDS, the Information Governance Initiative, and the Information Coalition.

FI: Accounts Receivable – Can I Write You a Check?

Your firm may focus on getting a client in the door and maximizing billable hours, but what do you do when the client doesn’t pay?  Law firms are home to unique revenue generating challenges.  Do you clients perceive value for their legal services? Should your firm consider alternative fee arrangements? What about collection suits for payment?  Learn what practices work best in the collection process – from client intake to billing.  Explore what changes you can make to reduce bad debt, improve collections and build better client relationships.

Learning Objectives

• Assess current strengths and weaknesses in client intake procedures
• Discuss the pros and cons of initiating collection suits for payment
• Describe loss prevention procedures for managing accounts receivable
• Evaluate alternative billing and fee arrangements
• Determine collection processes that increase and affirm positive relationships

CLM Application credit for Functional Specialists: 1 hour in the subject area of (FM) Financial Management toward the additional hours required of some Functional Specialists to fulfill the CLM application requirements.

CLM Recertification Credit: 1 hour in the subject area of (FM) Financial Management.

Frederick J. Esposito, Jr, MBA, CLM, Chief Operating Officer of the regional law firm Rivkin Radler LLP, has more than 25 years of law and accounting firm experience. He is a thought-leader, frequent speaker and an author of articles on a wide-range of topics and best practices, including billing and collections, profitability, attorney compensation systems, alternative fee arrangements and strategic planning. Fred also holds a Yellow Belt in Legal Lean Sigma and Project Management.