Association of Legal Administrators 2016 Annual Conference & ExpoAssociation of Legal Administrators 2016 Annual Conference & Expo

2016 ALA Conference & Expo

Search

BOLD Bites Sessions

Be sure to check out the increasingly popular BOLD Bites (Business of Law Discussions) – These presentations are based on the popular TED Talks where presenters discuss practical tips and innovative and thought-provoking ideas on a variety of topics. Presentations based on the TED Talks format typically have timeframes ranging from 15 to 20 minutes in length.

Monday, May 23

BOLD Bite: Massive Change, One Bite at a Time

Monday, May 23  11:10 AM - 11:30 AM

Expand your mind as you are shown small powerful actions that create an irreversible butterfly effect that will ripple through your entire organization. You will explore how you can implement big change through small, measured actions. Additionally, this BOLD Bite is designed to shake you loose and help bring a bigger vision into focus. You will leave seeing synchronicity in what appears to be chaos, and you will know how to expertly manage your way through the process to achieve whatever you are working to accomplish.

Speaker:

Paul Purdue has been helping legal professionals harness the power of technology since before IBM released the PC in 1981. Since founding Attorney Computer Systems in 1980, he has become one of the nation's leading experts on front and back office automation in the law firm. Purdue writes for the Michigan Bar Journal, Technolawyer and GP Solo. You can also follow Paul Purdue via his monthly blogs and videos on process, procedure and infrastructure.

  • 20 Minutes

BOLD Bite: Persuasion Principals Made Simple

Monday, May 23  11:30 AM - 11:50 AM

Have you ever wondered why we say "yes" when we want to say "no"? Or why some individuals are seemingly able to effortlessly persuade others to cooperate or agree? This BOLD Bite reveals the primary persuasion principles that influence our behavior, and demonstrates how to incorporate this knowledge into your own communication.

Speakers:

Lee Broekman, Principal of Organic Communication, provides communication and management guidance to law firms and legal professionals. A professor and executive trainer, she is an expert in persuasion, presentation and interpersonal communication. Broekman taught at the Annenberg School for Communication at USC, guest teaches at the UCLA School of Law and is co-author of Successful (Happy) Lawyering: Increase Your Bottom Line and Well-Being, One Insight at a Time.

Judith Gordon, Esq. provides communication, leadership, media and professional development direction to law firms and their lawyers, helping them develop business, increase visibility, enhance their reputations and lead more productive, satisfying lives. Gordon teaches at UCLA School of Law, and she is co-author of Successful (Happy) Lawyering: Increase Your Bottom Line and Well Being One Insight At a Time.

  • 20 Minutes

BOLD Bite: What is Reasonable Accommodation Under the ADA?

Monday, May 23  11:50 AM - 12:10 PM

Learn about the interactive process when an employee requests, or you have reason to believe, an accommodation is necessary. You will also learn when an extended, unpaid leave must be an accommodation even after the FMLA leave has expired. The EEOC is taking a very aggressive stance on unpaid leaves after FMLA leave has expired. You will learn what is required of an employer and what needs to be in your handbook. Undue hardship and other possible defenses will also be covered in this short, but comprehensive session on ADA compliance.

Speaker:

Thom Cope, JD, is a Partner at Mesch Clark & Rothschild P.C. Attorneys in Tucson, AZ. He is a Fellow of the College of Labor and Employment Lawyer, listed in Arizona's Finest Lawyers and Arizona Super Lawyers. As a trained and experienced mediator, he has brought many cases to successful resolution. In addition, he is a mediator trainer for the Civil Rights Division of the Arizona Attorney General's Office. Cope is frequently sought as a lecturer in the employment law field and teaches business law, the U.S. Constitution and organizational ethics at the University of Phoenix.

  • 20 Minutes

BOLD Bite: 5 Must-Do Desk Exercises

Monday, May 23  12:10 PM - 12:30 PM

The average American sits for 13.5 hours each day, that's means today's professionals are spending at least half their waking hours hunched over computers, plates, smartphones and steering wheels! This chronically-seated state has major consequences on the muscles, joints, organs and spine of a body that was designed for movement. Not only are there physical challenges of having a sedentary work-life, but it's common to experience mental and emotional complications as well. By attending 5 Must-Do Desk Exercises you will learn and practice five fast and simple techniques to use every day to reduce the deleterious effects of sitting.

Speaker:

Lance Breger is a President of Infinity Wellness Partners, a comprehensive corporate wellness company that prepares law professionals for the most productive and healthy work life through four areas of onsite/online training: ergonomics, mind/body, nutrition and fitness. Over his 14-year career, Breger has been named a Master Instructor by American Council on Exercise, the IDEA Health & Wellness Association Program Director of the Year, and to the Washingtonian Magazine top trainer list.

  • 20 Minutes

BOLD Bite: Performance Indicators for Law Firms;The Client's Point of View

Monday, May 23  3:30 PM - 3:50 PM

Law firms compete to deliver value to their primary clients and to expand their market share. Corporate and institutional clients want performance to be measureable, in the belief that what gets measured gets done. The best performance indicators influence priorities, the allocation of resources and behaviors. Four indicators are presented: service, costs, results and innovation. From there follows their essential link to fees and the sharing of risks and rewards with clients that are both skeptical and interested.

Speaker:

Richard Stock, BA, MA, FCIS, CMC, has consulted to more than 250 law departments and 120 law firms in the last 20 years, covering eight countries and every major industry sector. He has written more than 300 columns, articles and books and is a frequent conference presenter. His work on data analytics and performance-based fee arrangements was instrumental in securing an ACC Value Champs award in 2013. Stock has been a law firm Chief Operating Officer, an ALA member and presented to ALA national/regional meetings. He is also an Associate Member of both the American Bar Association and the Canadian Bar Association.

  • 20 Minutes

BOLD Bite: Choosing Inclusion:How to Have the Courageous Conversations that Create Change

Monday, May 23  3:50 PM - 4:10 PM

Courageous conversations to create change take more than good intentions – they need space to provide a safe, honest environment. In many organizations, change is needed, yet firm leaders haven't found a way to talk about it – or maybe they've talked yet not acted. Like a frame around a painting, our process helps firm leaders focus on courageous conversations, whether on inclusion or on talent more generally. You will learn about the four elements of this process to design high value meetings: choosing the right facilitator, creating the context, deepening the discussion and reflecting for action.

Speakers:

Dana Kirchman is an executive coach with 18 years of experience in consulting and management. She works closely with attorneys, business leaders and professional development experts to create and implement talent management solutions. Her practice includes group training, leadership team facilitation, and 1:1 coaching. She focuses on business development, team dynamics, assessment for promotion, emotional intelligence, and diversity and inclusion. She has held management roles at Viacom, American Express and McKinsey & Company. Kirchman lives in New York with her husband and two boys.

Susan Letterman White, JD, MS, helps law firm leaders design, implement and manage customized, organization-wide, strategic change projects to create sustainable and substantial performance improvements. Her work aligns leadership, culture and competency modeling with performance goal outcomes of business development, retention and growth, and the engagement, development, advancement and retention of exceptional lawyers. Prior to her consulting career, she practiced employment law for 20 years and served as a managing partner of a law firm in Philadelphia. White lives outside of Boston with her dog.

  • 20 Minutes

BOLD Bite: The Role & Responsibility of the Business Professional in the Delivery of Value & Efficiency

Monday, May 23  4:10 PM - 4:30 PM

There is enormous pressure to become more efficient at everything we do in the legal profession. Every day, we have opportunities to improve (and even innovate!) the way work is done and delivered. Whether you are new to leadership or a very experienced business professional, you have a responsibility to ensure that your organization thrives. This means you must embrace your role as a change agent and be able to make compelling cases for doing things differently. This provocative and upbeat program focuses on embracing a role that inspires and enables people to deliver greater value to our organizations and our clients.

Speaker:

Catherine Alman MacDonagh, JD, is the CEO and Founder of the Legal Lean Sigma Institute LLC. She is a former corporate counsel and law firm executive who now teaches and provides training and consulting services in process improvement and project management, strategic planning, marketing and business development. A Lean Sigma® Black Belt and certified Six Sigma Green Belt, MacDonagh is an adjunct professor at Suffolk Law School and George Washington University's Masters in Law Firm Management. She is Chief Enthusiasm Officer of The Mocktail and the Legal MocktailTM and the author of Lean and Six Sigma in Law Firms.

  • 20 Minutes

BOLD Bite: 15 Minutes to Better (Shorter, More Productive, Less Stupid) Meetings

Monday, May 23  4:30 PM - 4:50 PM

Bad meetings are the most boring, frustrating and soul-sucking parts of so many work days. Yet some meetings are energizing and highly valuable. Why the disconnect? And what can you do about it? It's not hard… unless you've been listening to bad advice. In this fast-moving BOLD Bite, you'll learn the six simple steps to creating effective meetings — whether you're running them yourself or organizing them for your boss.

Speaker:

Steven B. Levy is the author of Legal Project Management and other books. A former senior leader in Microsoft's law department, he now heads Lexician, where he teaches project management, leadership and time management to law firms and departments around the world. His unique and practical approach to project management – based on 35 years managing projects and leading businesses on three continents – has helped numerous law practices become both more effective and more efficient.

  • 20 Minutes

Tuesday, May 24

BOLD Bite: Fast Forward: Top 10 Take-A-Ways

Tuesday, May 24  9:40 AM - 10:00 AM

In 2004, Stinson Leonard Street introduced Fast Forward, a powerful, integrated business development program that has helped more than 70 partners build significant and sustainable practices. In the inaugural two-year program, 20 attorneys achieved a collective revenue growth of $7.5 million on a $150,000 investment. Join the program's designer, Stinson's Chief Marketing and Business Development Officer, to hear the top 10 lessons learned from this successful revenue-generating initiative.

Speaker:

Jill Weber is Chief Marketing and Business Development Officer for Stinson Leonard Street, where she created Fast Forward®, a nationally recognized revenue program. Weber appears on the National Law Journal's "50 Business of Law Trailblazers & Pioneers" and was recognized as an "Unsung Legal Hero" by Minnesota Lawyer. She has received 22 local and national Legal Marketing Association (LMA) "Your Honor" awards. She currently serves on the LMA Board of Directors, and attended Harvard Law School's "Leadership in Law Firms" executive education program.

  • 20 Minutes

BOLD Bite: What Makes a Law Firm Marketer Successful?

Tuesday, May 24  10:00 AM - 10:20 AM

While it has been more than 30 years since the first law firm marketers were hired, sometimes it seems that good experiences are as rare as a unicorn. People talk about the perils of the position — the first marketing director never lasts, the tenure is just a few years, etc. — but don't believe them; there are highly successful marketing professionals in the legal industry. Come learn about the qualities that make marketers effective and the support that law firms must provide to help the function succeed.

Speaker:

Sally Schmidt is President of Schmidt Marketing, Inc. in Edina, MN, which offers marketing services to law firms. She was a founder and the first President of the Legal Marketing Association (LMA). In 1994, she was inducted as a Fellow into the inaugural class of the College of Law Practice Management. Schmidt was also inducted into the LMA first Hall of Fame in 2007 and is the recipient of its Lifetime Achievement Award.

  • 20 Minutes

BOLD Bite: Inclusion of Lawyers with Disabilities

Tuesday, May 24  10:20 AM - 10:40 AM

Increasingly, client and industry surveys are including disability status in their requests for information. However, self-identification of attorneys as individuals with a disability remains much lower than population data would indicate. If law firms can harness this key demographic, through educating attorneys and building an atmosphere that supports and encourages self-identification, they could enhance firm culture and build greater buy-in for all diversity initiatives. Learn why disability is becoming a diversity category in the legal industry.

Speaker:

Sarah Babineau, Managing Partner of Compass Metrics, is a subject matter expert in affirmative action and diversity and inclusion initiatives. Working in industries including legal, academic health care, digital marketing, non-profit and retail, Babineau refined her skills in the midst of some of the most complicated times for diversity programs. She has been a featured speaker and panelist at the Association for Law Firm Diversity Professionals (ALFDP) and National Association for Legal Professionals (NALP) annual conferences.

  • 20 Minutes

BOLD Bite: How to Get E-Learning Up and Running Quickly Without Breaking the Bank

Tuesday, May 24  10:40 AM - 11:00 AM

Self-paced, bite-sized e-learning. "Sounds great. But isn't that expensive? Won't it add a lot to my team's crazy workload? Don't I need a lot of new technology in place first?" Nope. Nope. Nope. Not if you do it right. In this BOLD Bite, we'll discuss and demonstrate how law firms, law schools, law departments and bar associations have been able to leverage their subject matter expertise and existing content to quickly create multiple quality learning resources for a diverse audience with varying learning styles.

Speaker:

Steve Gluckman is the founder of LawFirmElearning, and the co-author of E-Learning for Law Firms, an Amazon best-seller published by the ABA. He has supported scores of AmLaw 200 firms in his career, and in 2011 he was appointed a Senior Fellow with Harvard's Center for Business and Government. He previously served as Sr. Director of Professional and Organizational Development at Manatt, Phelps & Phillips. Gluckman holds degrees from Harvard University and the Watson School of Engineering.

  • 20 Minutes

BOLD Bite: What Mark Twain Learned Me Bout Public Speakin

Tuesday, May 24  2:30 PM - 2:50 PM

A story history, review and learnings from a man who was not only a wonderful author, but the most popular speaker of his day.

Speaker:

Irishman Conor Cunneen is happily exiled in Chicago, where he says the natives are friendly and he's been force-fed more corned beef than he ever had in Ireland. Conor combines C-suite business experience from Europe and the United States with the wit that won him Chicago Humorous Speaker of the Year. The result is substance with humor and programs that are insightful, memorable and implementable, and of course laced with impish Irish wit. This author of four books is husband to his long-suffering wife, Pat.

  • 20 Minutes

BOLD Bite: The Business Case for Transformational Leadership

Tuesday, May 24  2:50 PM - 3:10 PM

This is a high level discussion on the cultural and behavioral implications of leadership. We will discuss how this relates to planning and action in areas like practice groups, client service, business development, engagement and empowerment, in turn, bottom-line growth.

Speaker:

Steve Wingert, CLM, is a 20-year veteran of law firm administration, Past President of ALA, and a principal of Nesso Strategies. A forward-thinking leader, he understands the leadership and management challenges within law firms. He develops leadership talent, assesses needs and issues, and facilitates collaborative solutions. Wingert holds masters' degrees in human resources and business administration, and is currently a doctoral student in interdisciplinary leadership at Creighton University.

  • 20 Minutes

BOLD Bite: Less Paper vs. Paperless - Why One is Doomed to Fail

Tuesday, May 24  3:10 PM - 3:30 PM

There is enormous value in reducing the amount of paper at a law firm. But firms that choose to “go paperless” are likely setting themselves up for failure. In fact, the amount of paper at most firms has actually increased. There are many reasons for this, including lack of direction, budget and clarity of purpose. A better strategy is to simply work towards “less paper.” This BOLD Bite will discuss the benefits of such a strategy and how to implement it with an interactive process that will actually reduce the amount of paper your firm keeps.

Speaker:

John Gilbert is the Senior Vice President of nQueue and has more than 30 years of experience in selling to, and supporting, law firms throughout the United States, United Kingdom and South Africa. He helped pioneer the methodology used to customize Microsoft Word for the legal environment, including the awareness and removal of metadata in documents. Gilbert has been published in Law Technology News, Peer to Peer, Legal Management and National Law Journal.

  • 20 Minutes

BOLD Bite: Adden Humur Two You're Presentashun

Tuesday, May 24  3:30 PM - 3:50 PM

Simple tips, tricks and techniques to help anyone connect with their audience via humor.

Speaker:

Irishman Conor Cunneen is happily exiled in Chicago, where he says the natives are friendly and he's been force-fed more corned beef than he ever had in Ireland. Conor combines C-suite business experience from Europe and the United States with the wit that won him Chicago Humorous Speaker of the Year. The result is substance with humor and programs that are insightful, memorable and implementable, and of course laced with impish Irish wit. This author of four books is husband to his long-suffering wife, Pat.

  • 20 Minutes

Wednesday, May 25

BOLD Bite: Pressure on Law Firms to Protect Client Data

Wednesday, May 25  11:00 AM - 11:20 AM

Law firms of all sizes are facing increasing pressure from both clients and regulators to demonstrate they have implemented a current information security plan and follow specific best practices for protecting against data breaches. Is your firm prepared to pass an information security audit requested by a key client? Can you demonstrate compliance with regulatory requirements for data security and privacy? We will review what businesses nationwide are now asking of their law firms. You'll leave with specific things you should be doing to prepare your firm to handle these security audits and assessments requested by key clients and regulators.

Speaker:

James Harrison is the Founder and Chief Executive Officer of INVISUS, a cyber-security and identity theft risk management company. He is the creator of the InfoSafe data breach compliance program as well as several other cyber-security and identity theft protection programs on the market today. Harrison is a leading expert in cyber-security, identity theft and data breach protection. He has trained and spoken to several major industry trade groups about critical security issues and best practices.

  • 20 Minutes

BOLD Bite: Five Steps to Mitigating Fraud and Risk

Wednesday, May 25  11:20 AM - 11:40 AM

As our global economy grow and matures, more law firms are doing business on an international scale. Many more firms will soon be considering international matters due to client demands and changes in our legal marketplace. We will review a number of ideas and proactive best practices to mitigate international risk and fraud, and 5+ ways you can protect your firm.

Even if your firm isn't planning to enter the international market, this BOLD Bite will help protect your firm from domestic threats.

Speaker:

Bob Karau is Manager of Client Financial Services for Robins Kaplan LLP, a national law firm. Since his first class on "Future Studies" at the University of Wisconsin in 1976, he has been a student of innovation and change. He has striven to pioneer innovation in the credit and collections field for more than 35 years, with the mantra "innovate or evaporate." In 2015, Karau was elected to the National Board of the Credit and Financial Development Division of the National Association of Credit Management.

  • 20 Minutes

BOLD Bite: What Trends Are Turning into a New Era of Legal Services

Wednesday, May 25  1:20 PM - 1:40 PM

What are the trends in the legal profession that will create new era of practice? The 36-year-old business model is being overrun current events. Even surveys of general counsel for 2014 show they feel that 70% of the time they had to initiate client responsiveness, efficiency, and predictability to promote the new era. The two key trends that point to a new era include:

  1. Client focus; and
  2. Effectiveness and efficiency which will drive many other internal implications.

To respond to the future, administrators need to ask three questions and respond to them. Learn what they are.

Speaker:

William C. Cobb is the President of the Cobb Consulting. He provides counsel to improve the competitive position of his clients, including the assessment of the impact of trends in the market; growth strategies and mergers; pricing services and alternative billing; practice management; firm governance and structure; partner review, evaluation and compensation; and similar strategic subjects of critical importance to law firm and legal department leadership.

  • 20 Minutes

BOLD Bite: Employee Recruitment, Engagement & Retention for a Professional Services Firm

Wednesday, May 25  1:40 PM - 2:00 PM

As a professional services firm, your product is your culture. And your culture can be the best opportunity for innovation. Hear what leading firms are doing in the areas of employee recruitment, engagement and retention.

Speaker:

Mike Wiedemer, CLFP, Senior Vice President at First American Legal Finance, a City National Bank Company. Wiedemer is a Certified Lease and Finance Professional (CLFP) and is responsible for all aspects of the sales and service process at First American. He has helped First American double its revenue in three years, while at the same time achieving the top spot on Best Companies to Work for in New York State, and earning recognition from Fortune Magazine as one of the "20 Best Financial Services Companies to Work for in America." A sixteen-year veteran at the company, Wiedemer was the recipient of First American's Chairman's Award for excellence in character and leadership in 2002, and in 2008 he was honored as one of Rochester Business Journal's "Forty Under 40."

  • 20 Minutes

BOLD Bite: Why You Should Worry About Even Small Data Breaches

Wednesday, May 25  2:00 PM - 2:20 PM

Your firm should be prepared for the probability that it will suffer from a data breach. With increasing regulatory pressure and growing concerns from your clients about potential cybersecurity problems, even a small data breach incident can have significant consequences to your firm. We will review the real-world risks and the financial damages that can impact your firm when a breach does occur. You'll leave with simple actionable steps you can take right now to identify where your firm is at risk, and how you can address your data breach compliance shortfalls and client concerns.

Speaker:

James Harrison is the Founder and Chief Executive Officer of INVISUS, a cyber-security and identity theft risk management company. He is the creator of the InfoSafe data breach compliance program as well as several other cyber-security and identity theft protection programs on the market today. Harrison is a leading expert in cyber-security, identity theft and data breach protection. He has trained and spoken to several major industry trade groups about critical security issues and best practices.

  • 20 Minutes

BOLD Bite: Maximizing LinkedIn for Lawyers

Wednesday, May 25  2:20 PM - 2:40 PM

Are your lawyers using the power of LinkedIn to grow their practices? With over 380 million users, LinkedIn is the most popular social network for professionals. It serves as a powerful tool to gain visibility, attracts ideal prospects and has become known as the "go to" for a person in a specific area. We'll explore what your lawyers need to do to optimize their profiles and discuss key ways lawyers are using LinkedIn to network and bring in business.

Speaker:

Barbara Mencer is a marketing consultant specializing in helping lawyers and law firms build successful, thriving practices. She has worked 30 years in the legal industry with 12 of those years as in-house marketing director for law firms. A past president of the board of directors of the Legal Marketing Association, Southern California Chapter, Mencer is the author of many publications on business development, including the comprehensive practice building system, Making Rain Out of Mist.

  • 20 Minutes

BOLD Bite: Fraud — It Will Happen to You

Wednesday, May 25  3:00 PM - 3:20 PM

Employee theft/fraud is a big problem in all law firm sizes. Don't let it happen to your firm! This quick talk will show the anatomy of typical fraud at a law firm using a real life case and give you the tools that you can implement immediately (with little or no cost) to stop it today. You will also be shown what to do if you think embezzlement may have occurred at your firm.

Speaker:

Steve Cleland, CPA, is the Partner-in-Charge of Audit and Accounting services at Beach Freeman Lim & Cleland, LLP. He provides clients with a strong background in assurance services (audit, review and compilation), assisting clients with selection of appropriate policies that are consistent with shareholder goals and presentation of the results to users including shareholders, banks, prospective investors and regulatory agencies. In addition, he brings in-depth experience in auditing Employee Benefit Plans. A Certified Fraud Examiner, Cleland assists clients with fraud prevention techniques and fraud investigation.

  • 20 Minutes

BOLD Bite: Coach Them UP or Coach Them Out

Wednesday, May 25  3:20 PM - 3:40 PM

The biggest responsibility of leadership is developing people. Taken from Tracy's bestselling book, What Exceptional Leaders Know, she will focus on the four conversations all exceptional leaders must be able to have. Along with tried and true scripts, she will provide an explanation of how to deal with underperforming employees and also how to make sure you keep your best employees from leaving.

Speaker:

Tracy L. Spears is a Vice President with Transworld Systems, author, consultant and a member of the National Speakers' Association. As a keynote speaker, she has addressed thousands of people with her signature presentations, including "Why People Do What They Do" and "What Exceptional Leaders Know." Spears is also the co-author of the best-selling book, What Exceptional Leaders Know, which delivers high-impact skills, strategies and ideas for all types of leaders. She is also an accomplished athlete and competed in the U.S. Olympic Festival in Japan as a member of Olympic Coaching Instructor.

  • 20 Minutes