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Law Firm Practice Management 2.0 Identifying how effective practice and industry groups can accelerate business development, stimulate profitability, and deliver a level of service that your clients demand In an atmosphere where innovation, efficiency and value are expectations rather than buzzwords, the effective management of practice groups is essential to your law firms value and service proposition. Ark Groups Law Firm Practice Management 2.0 will begin with an in-depth discussion of the structural impediments that firm leadership needs to address to help their groups succeed. Law firms today are trying to simultaneously develop high-performance practice and industry groups — while also exploring new tech-driven hybridslike Blockchain or Synthetic Biology—i.e. groups that are a blending of substantive legal skills serving a disruptive tech capable of impacting multiple industries. Attendees of this forum will also hear directly from a panel of highly- experienced Practice Group Leaders concerning how they deal with the changing demands of their respective clients (and roles). This panel will shed some light on the things they do to build stronger relationships and foster superior business development efforts and techniques. Many practice or industry groups are comprised of members spread across multiple offices and geographies—complicating leadership and execution efforts for everyone involved. Attendees will have the opportunity to both engage in discussions and also participate in an interactive exercise with the leading expert in the field of virtual distance- with the objective of learning how to best tackle these challenges and implement solutions for working with team members in different locations. Effective internal support is also critical in helping groups maximize their potential. Attendees will learn from a panel of Chief Practice Officers how they provide support to the group leaders and their hands-on experience with what works and what doesnt for getting groups operating effectively. And then of course we must address the marketing, sales, and client service aspectsDoes your firm invest in an institutional understanding of who its clients really are and how to properly address their needs? Attendees will hear first-hand, from the founder of the professionsleading client research firm concerning why some practices thrive, while others dwindle. And finally, we will conclude our day by venturing outside the comfortable corridors of our profession to hear from one of the most distinguished leaders in the accounting world to address what they might be doing that law firms can learn from and put to use. We hope to see you there! October 4, 2018 University of Chicago, Gleacher Center Chicago, IL With Key Contributions & Real-World Illustrations from: Patrick J. McKenna, McKenna Associates, Inc. Michael Rynowecer, President, BTI Consulting Group, Inc. Philip Sellinger, Co-Chair, Global Litigation Practice, Greenberg Traurig, Thomas Schulte, Head of the Americas Banking & Finance Practice, Clifford Chance Kristian (Krist) Werling, Co-Chair, Life Sciences Practice, McDermott, Will & Emery Dr. Karen Sobel Lojeski, Founder & CEO, Virtual Distance International Catherine Woodward Gill, (former) Chief Practice Management Officer, Goodwin Procter LLP Andrew Notaro, Chief Practice Officer, Orrick, Herrington & Sutcliffe LLP Steve DeBruyn, Chief Practice Officer, CliftonLarsonAllen LLP Allan D. Koltin, CPA, CEO, Koltin Consulting Group Inc. Register to attend before July 31 to receive your 15% Early-Bird Discount!

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Page 1: Law Firm Practice Management 2 - Ark Group · your own Virtual Distance Management (VDM) Report giving you the chance to look at your own data analytics to better understand how Virtual

Law Firm Practice Management 2.0 Identifying how effective practice and industry groups can accelerate business development, stimulate profitability, and deliver a level of service that your clients demand

In an atmosphere where innovation, efficiency and value are expectations rather than buzzwords, the effective management of practice groups is essential to your law firm’s value and service proposition.

Ark Group’s Law Firm Practice Management 2.0 will begin with an in-depth discussion of the structural impediments that firm leadership needs to address to help their groups succeed. Law firms today are trying to simultaneously develop high-performance practice and industry groups — while also exploring new ‘tech-driven hybrids’ like Blockchain or Synthetic Biology—i.e. groups that are a blending of substantive legal skills serving a disruptive tech capable of impacting multiple industries.

Attendees of this forum will also hear directly from a panel of highly- experienced Practice Group Leaders concerning how they deal with the changing demands of their respective clients (and roles). This panel will shed some light on the things they do to build stronger relationships and foster superior business development efforts and techniques.

Many practice or industry groups are comprised of members spread across multiple offices and geographies—complicating leadership and execution efforts for everyone involved. Attendees will have the opportunity to both engage in discussions and also participate in an interactive exercise with the leading expert in the field of “virtual distance” - with the objective of learning how to best tackle these challenges and implement solutions for working with team members in different locations.

Effective internal support is also critical in helping groups maximize their potential. Attendees will learn from a panel of Chief Practice Officers how they provide support to the group leaders and their hands-on experience with what works and what doesn’t for getting groups operating effectively.

And then of course we must address the marketing, sales, and client service aspects… Does your firm invest in an institutional understanding of who its clients really are and how to properly address their needs? Attendees will hear first-hand, from the founder of the professions’ leading client research firm concerning why some practices thrive, while others dwindle.

And finally, we will conclude our day by venturing outside the comfortable corridors of our profession to hear from one of the most distinguished leaders in the accounting world to address what they might be doing that law firms can learn from and put to use.

We hope to see you there!

October 4, 2018 University of Chicago, Gleacher Center

Chicago, IL

With Key Contributions & Real-World Illustrations from: Patrick J. McKenna, McKenna Associates, Inc. Michael Rynowecer, President, BTI Consulting Group, Inc. Philip Sellinger, Co-Chair, Global Litigation Practice, Greenberg Traurig, Thomas Schulte, Head of the Americas Banking & Finance Practice, Clifford Chance Kristian (Krist) Werling, Co-Chair, Life Sciences Practice, McDermott, Will & Emery Dr. Karen Sobel Lojeski, Founder & CEO, Virtual Distance International Catherine Woodward Gill, (former) Chief Practice Management Officer, Goodwin Procter LLP Andrew Notaro, Chief Practice Officer, Orrick, Herrington & Sutcliffe LLP Steve DeBruyn, Chief Practice Officer, CliftonLarsonAllen LLP Allan D. Koltin, CPA, CEO, Koltin Consulting Group Inc.

Register to attend before July 31 to receive your 15% Early-Bird Discount!

Page 2: Law Firm Practice Management 2 - Ark Group · your own Virtual Distance Management (VDM) Report giving you the chance to look at your own data analytics to better understand how Virtual

8:30AM Registration & Networking Breakfast

9:00AM Opening Remarks - Conference Co-Chairs Patrick J. McKenna, McKenna Associates, Inc. Michael Rynowecer, President, BTI Consulting Group, Inc.

9:15AM OPENING Addressing The Challenges of Creating and Sustaining High-Performing Groups Many law firm leaders may think that simply selecting the best partner to lead any given group and then providing them with some basic training is the first step to achieving effective practice group leadership. Unfortunately your challenge goes well beyond this being simply a people issue to one of being a deeply structural issue. From having clearly defined time commitments on behalf of each practice leader, to determining the non-negotiable expectations you have for your groups, this session will delve into a dozen structural impediments that your firm leadership MUST address to ensure that your groups can succeed.

Patrick J. McKenna, McKenna Associates, Inc.

10:00AM PANEL DISCUSSION Driving Performance Practice Group Leaders Panel Law firms continue to expect more of their Practice Leaders. The best performing law firms are laying out new goals and demands as clients are changing their expectations of law firms. Join a deep discussion with three (3) Practice Leaders who navigated these changes and not only lived to tell about—but thrived. We will be discussing both traditional practices and the evolving role of industry-focused practices. This panel encourages questions from the audience.

PANEL: Philip Sellinger, Co-Chair, Global Litigation Practice, Greenberg Traurig, Thomas Schulte, Head of the Americas Banking & Finance Practice, Clifford Chance, Kristian (Krist) Werling, Co-Chair, Life Sciences Practice, McDermott, Will & Emery

Moderator: Michael Rynowecer, President, BTI Consulting Group, Inc.

10:45AM Morning Networking & Coffee Break

11:00AM Leading Groups Across Offices and Geographies During this session, Dr. Karen Sobel Lojeski will discuss her discovery of the phenomenon she named, Virtual Distance. Virtual Distance is a quantifiable artifact of today's technology-enabled workplace. Defined as a measure of what's lost when the human being is translated through the "smart" machine, Virtual Distance shows up as a set of metrics that reflect a sense of detachment that grows unconsciously when we rely heavily on smart, mediated communications. Virtual Distance is also predictive of success or failure and everything in between. When left unchecked, it can have significantly negative consequences to trust, performance and productivity. However, when Virtual Distance is reduced and managed over time, performance quantifiably increases, people are more satisfied and better outcomes are the result. During this lively discussion, you'll learn about how Virtual Distance is impacting the legal industry across the globe and how to best tackle challenges and implement solutions.

Dr. Karen Sobel Lojeski, Founder & CEO, Virtual Distance International

12:00PM Networking Luncheon

1:00PM INTERACTIVE EXERCISE Leading Groups Across Offices and Geographies … continued Prior to the conference, you will be invited to take the Virtual Distance

Index (VDI) Assessment. During this workshop session, you will receive your own Virtual Distance Management (VDM) Report giving you the chance to look at your own data analytics to better understand how Virtual Distance may be impacting you and your organization. Listen as Dr. Karen Lojeski takes you through how to read and interpret your report, interact with your colleagues and reflect on your specific Virtual Distance dynamics. In addition, you will be given a chance to build a Virtual Distance Leadership Action Plan using specific solutions to reduce Virtual Distance that you can implement immediately after the summit.

Dr. Karen Sobel Lojeski, Founder & CEO, Virtual Distance International

1:45PM PANEL DISCUSSION Chief Practice Officer Panel — What Works and What Doesn’t? Effective internal support is critical in helping practices maximize their success. The market is intensely competitive and elevating practice group performance takes considerable strategy and attention to execution. Practice group leaders must provide vision and momentum around revenue generation and market share gain; expansion, support and training lawyer talent; profitability and overall financial health management; quality control; lateral integration; and, of course, practice law. How do firms provide the much-needed support that is vital to practice group leaders? Our panelists will explore the good, the bad and the ugly of getting groups to operate effectively. Dealing with the silent killers of team performance Handling internal conflicts Lessons in transforming best intentions into action How, when and why to measure group performance

PANEL: Catherine Woodward Gill, (former) Chief Practice Management Officer, Goodwin Procter LLP, Andrew Notaro, Chief Practice Officer, Orrick, Herrington & Sutcliffe LLP. Steve DeBruyn, Chief Practice Officer, CliftonLarsonAllen LLP

Moderator: Patrick J. McKenna, McKenna Associates, Inc.

2:30PM Afternoon Networking & Coffee Break

2:45PM Group Marketing, Sales, and Client Service Practice Group performance is uneven across the legal industry and even within the same law firm. Some practices thrive while others dwindle along. Thriving practices use strategies and tactics the others don’t– learn how you can start using them to improve your performance —even if you’re already thriving.

Michael Rynowecer, President, BTI Consulting Group, Inc.

3:30PM What We Can Learn From Accounting Firms: From Governance to Business Development Strategies Are other professional service firms more advanced than law firms? How have today’s accounting firms made the transition to an industry group focus? In this session attendees will look outside of the legal profession to learn how other professions may be managing their practice groups more efficiently.

Allan D. Koltin, CPA, CEO, Koltin Consulting Group Inc.

4:15PM Wrap-Up/Closing Remarks Patrick J. McKenna, McKenna Associates, Inc. Michael Rynowecer, President, BTI Consulting Group, Inc.

Law Firm Practice Management 2.0

Conference Agenda-Thursday, October 4, 2018

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Law Firm Practice Management 2.0 (October 4, 2018 - Chicago)

Attendee 2 Attendee 3

Attendee 1

Name

Job Title

Organization

Address

Zip Code

Phone

Fax

Email

Signature

I have read the terms and conditions below

Venue and Accommodations

This conference will be held at the University of Chicago’s Gleacher Center - at 450 North Cityfront Plaza Drive, Chicago, IL — in the heart of Chicago's business community, just blocks away from the Loop. For more information please contact Daniel Smallwood at 312 212 1301—or by email at [email protected]

Who Will Attend This Conference

Ark Group’s Law Firm Practice Management 2.0 conference is designed for managing partners, practice group leaders, section/department chairs, CMOs, COOs, as well as any other thought-leaders in practice management. This should also be an ideal forum for anyone involved in the development and execution of legal service delivery and the ongoing effort to reconcile the effective practice of law with the business of law.

PLEASE NOTE: Ark Group cannot be responsible for assisting potential attendees in obtaining visas to the country in which this event is being held. Attendees are responsible for their own travel and visa

Conference Registration (law firms) $995 Registration for vendors/solution providers $1,295

EARLY-BIRD DISCOUNT: I am registering before July 31st and would like to claim my 15% early bird discount! ($845.75)

***Team Discounts: Call Daniel Smallwood at 312 212 1301***

Please note: payment must be received in full prior to the event to guarantee your place

Registration Conditions:

- Substitute registrants from the same organization will be honored. - All cancellation and refund requests must be submitted in writing via fax (704-341-2641) or e-mail ([email protected]) - If we receive your request to cancel 30 days or more prior to the conference start date, your registration fees will be refunded minus a $350 administrative fee. - If we receive your request to cancel between 29 days and the first day of the conference you will receive a credit for the amount of the original registration fee, less a $350 administrative fee. - Credit vouchers are valid for 12 months from the date of issue and can be used either by the person named on the voucher or a colleague from the same company. Vouchers issued can only be redeemed once and have no residual value. - No refunds or credits will be granted for cancellations received after a conference begins or for no-shows.

Card number

□ Payment in the mail (checks made payable to Ark Group USA)

□ Multiple bookings: please invoice separately

□ □

Expiration Date

Security Code

REGISTRATION OPTIONS

Call us at:

+1 312 212 1301

@ Email:

DanielSmallwood @ark-group.com

Register online at:

ark-group.com

ARK Group US

c/o Wilmington FRA 3420 Toringdon Way,

Suite 240 Charlotte, NC 28277

Sponsorship Opportunities

If you are interested in learning about sponsorship opportunities for this event, please contact Kevin Klein for more details at [email protected] or by phone at 312 212 1302

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A R K G R O U P U S A Organization

Law Firm Practice Management 2.0

The University of Chicago - Gleacher Center

450 N. Cityfront Plaza Drive Chicago, IL 60611

312.464.8787 http://www.gleachercenter.com/

THIS CONFERENCE WILL BE HELD AT: OCTOBER 4, 2018 — CHICAGO, IL

Loew’s Chicago Hotel 455 North Park Drive Chicago, IL 60611 Phone: 312-840-6600 Reservations: 877-868-8232 http://www.loewshotels.com/chicago-downtown/ Sheraton Chicago Hotel & Towers 301 E. North Water Street Chicago, Illinois 60611 1.877.242.2558 > Reservations http://www.sheratonchicago.com Embassy Suites Chicago ~ Downtown/Lakefront 511 N. Columbus Drive Chicago, Illinois 60611 312.836.5900 > Reservations http://embassysuites1.hilton.com/en_US/es/hotel/CHIREES-Embassy-Suites-Chicago-Downtown-Lakefront-Illinois/index.do InterContinental Chicago 505 N. Michigan Avenue Chicago, Illinois 60611 1.312.944.4100 > Reservations http://www.icchicagohotel.com/index.cfm Chicago Marriott Downtown 540 N. Michigan Avenue Chicago, Illinois 60611 312.836.0100 > Reservations http://www.marriott.com/hotels/travel/chidt-chicago-marriott-downtown-magnificent-mile/

Fairfield Inn & Suites Chicago Downtown/Magnificent Mile 216 East Ontario Street Chicago Illinois 60611 312.787.3777

www.fairfieldsuiteschicago.com

For a complete list of Chicago hotels please visit the following link

http://www.choosechicago.com/chicago-hotels/

The following hotels are located in close proximity to the Gleacher Center:

The Gleacher Center is conveniently located in the heart of Chicago ’s business community just blocks away from the Loop and steps away from Magnificent Mile shopping, restaurants and hotels. It is easily accessible from public transportation and adjacent parking lots.

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