Session 3 Courses

Thinking Out Loud: Putting a Strategic Mindset into Action
Strategic thinking has become a focus for many organizations, as the role of the manager pushes beyond traditional operational limits. Firms need managers who can help internal and external clients “see around corners” and better anticipate opportunities.
Nothing prepares you for success better than practice. This interactive live session is the third of a series and will provide participants with an opportunity to observe and/or participate first-hand in how to strategically analyze an opportunity. Loeb Leadership will use a real-life law firm problem as the core of the exercise. Participants will:

  • Explore the most common tactical pitfalls of thinking strategically. 
  • Practice translating strategic thinking into action plans.
  • Become more skilled at anticipating future opportunities and challenges. 
  • Have increased agility and anticipate ways to add value to the firm. 
  • Feel more motivation and excitement in their work.

CLMSM Application Credit for Functional Specialists: 1 hour (60 min) in the subject area of Legal Industry/Business Management towards the additional hours required of some Functional Specialists to fulfill the CLM application.
CLMSM Recertification Credit: 1 hour (60 min) in the subject area of Legal Industry/Business Management. 

Speaker:
David Robert, MBA, Chief Strategy Officer, Loeb Leadership

What Comes after Y?: Generation Z Arriving Soon
Believe it or not, Generation Z will be entering the workforce at the end of this decade. As today’s kids grow up with unique Generation X parenting styles and with undreamed of technology gadgets, the way they will someday work will surely be different from today’s workforce.

Who is Generation Z and what will they need to work effectively? We share insights on the characteristics of Generation Z and its members’ potential behavior as a workforce—and offer planning opportunities to address their needs.

How will Generation Z impact the legal profession when they enter the workforce? We will share the expectation of employee experience at law firms and how that is translated into the physical work environment.

CLMSM Application Credit: 1 hour (60 min) in the category Organizational Development.
CLMSM Recertification Credit: 1 hour (60 min) in the subject area of Communication and Organizational Development.

Speaker:
Kimberly Bombery Smith, Senior Director, Workplace Strategy at Knoll, Inc.

Pitch Perfect: ALANYC Meets Shark Tank
Learn how to sharpen your next pitch while honing your presentation skills and how to be persuasive in a short amount of time. Three innovative project pitches are presented to a panel of C-Suiters in the legal vertical - those responsible for selecting projects for firms and their clients. The panel of five will give feedback on the predicate and presentation of the pitches. Pitch topics relate to technology, collaboration and innovation by firms seeking to develop a competitive advantage in our ever-changing legal marketplace. Join us and vote for the best pitch while perfecting your craft. You will learn about:

  • Common challenges and pitfalls associated with solution upgrade and how to navigate them.
  • Real-world examples to justify the solution to the firm.
  • Discover what you need to know to get started with the innovation solution and learn how to make the right decisions prior to rollout.
  • Understand the risks incumbent on being ahead of the market with the newest advancements.

CLMSM Application Credit: 1 hour (60 min) in the category of Information Technology.
CLMSM Recertification Credit: 1 hour (60 min) in the subject area of Operations Management.

Sharks
John Connolly, Major Accounts Manager, Legal Market, LDI Color ToolBox
Pat Mansuy, Practice Leader, Kraft & Kennedy, Inc.
Kevin O'Sullivan, Major Account Executive/Legal Specialist, Konica Minolta Business Solutions
Luis Rivera, Esq., Associate Managing Director, Sterling National Bank
Chris Zegers, Director of Consulting, Legal, Ivionics

Pitch Presenters
Darragh Fitzpatrick, Partner, Tabush Group
Nadia Wagner, Regional Office Administrator, Beveridge & Diamond, PC
Douglas Gibson, Director of Information, Chaffetz Lindsey LLP

Moderator
Meredith S. Lonner, CLM, Firm Administrator, Franklin, Weinrib, Rudell and Vassallo PC

Analyze This!: Attorney Productivity in the New Paradigm

Classic measures of attorney productivity may no longer be as relevant as the legal industry faces a paradigm shift from law firm-dominated fee structures to the rising purchasing power of clients and their demands for transparency in legal services costs. Measuring attorney productivity has been an increasing focus in an environment where law firm inefficiencies can no longer be passed on to the client. With more price-certain fee structures, there are growing pressures to drive firm profitability on the backs of attorneys.

During this fast-paced session, legal administrators will discuss the challenges and pitfalls of measuring attorney productivity with incomplete, biased and unstructured data. A more comprehensive approach to value and client outcomes will be explored. Participants will share perspectives on the practical implementation of attorney productivity measures and will dive into what we can incorporate from machine learning and AI into our ability to better influence behaviors and outcomes.

CLMSM Application Credit for Functional Specialists: 1 hour (60 min) in the subject area of Financial Management towards the additional hours required of some Functional Specialists to fulfill the CLM application.
CLMSM Recertification Credit: 1 hour (60 min) in the subject area of Financial Management.

Speaker:
Josh Kalish, CFO and Director of Client Services, The Noble Law