© 2014 Thomson Reuters 6-14

Thomson Reuters LEGAL EXECUTIVE INSTITUTE presents

OCTOBER 8, 2014Standard Club ChicagoChicago, ILCost - $995

Network with

the leading

1. Managing Partners

2. Executive Directors

3. Chairman

4. CEO’s

5. Practice Group Heads

“Topics were informative, current and relevant. Speakers seemed focused on

practical communications.”-Past Attendee

AN EVENT DESIGNED FOR LAW FIRM LEADERS

© 2014 Thomson Reuters 7-14

2nd Annual

MIDWESTERNLAW FIRM LEADERS FORUMOCTOBER 8, 2014Standard Club ChicagoChicago, IL

Building off of the success of last year’s forum, this one-day summit caters specifically to small and midsize Midwestern law firm leaders looking to anticipate and prepare for 2015. Our program blends legal client perspectives with esteemed industry consultants in order to give a nuanced and comprehensive view of significant issues affecting the Midwest legal community. Attend this event and actively engage with peers, colleagues, clients and more through focused breakout discussions, workshops, and bookend plenary conversations.

REASONS TO ATTEND:• Hear from clients about strategic keys for a trusted advisor

relationship. Is your firm doing everything it can to foster trust with clients?

• Engage the experts on how to improve law firm practice group profitability and efficiency. Is your firm maximizing its profitability potential?

• Learn from and advise your peers in one of our focused roundtable discussions on key topics impacting the business of law.

• Network throughout the day with clients and colleagues and join us for a post-conference reception.

THANK YOU TO OUR EVENT SPONSORS!

SPECIAL OFFERSIndividual Register for this event and SAVE 15%. Use promo code MIDWEST15 at checkout.

Group Discounts Purchase 2 registrations and get 1 FREE! Call 1-800-308-1700 for more details.

offers expire 9/30/14REGISTER TODAYCall 1-800-308-1700 or Visit westlegaledcenter.com

FACULTY LIST

PROGRAM AGENDAWEDNESDAY, OCT 8, 20148:30am Registration & Continental Breakfast

9:20am Introduction

9:30am Strategic Keys for a Trusted Advisor Relationship: A Dialogue with Senior In-House CounselThis opening conversation examines what legal clients look for when forging a rewarding and trusting business relationship with outside counsel. Attendees will hear diverse and nuanced perspectives on essential steps law firms should consider when trying to become their clients’ go-to advisor.Moderator:Jan Anne Dubin, Principal, Jan Anne Dubin ConsultingPanelists:Rachel F. Barner, Executive Vice President, Chief Litigation Counsel & Global Ethics Officer – Corporate Solutions, Jones Lang LaSalle Americas, Inc.Kendra K. Hartman, General Counsel, Gehl FoodsDavid Susler, Associate General Counsel, National Material L.P.

10:45am Break

11:00am Improving Law Firm Practice Group Profitability and EfficiencyMost firms have implemented practice group structures but many still struggle with how to fully empower the practice leaders, obtain partner buy-in, align compensation and drive profitable performance of the groups. This program will address the critical structural and operational elements for successful, profitable practice groups and will include reporting on

LawVision’s 2014 Practice Management Study of the AmLaw 200.Lead Facilitator:Susan Raridon Lambreth, Principal, LawVision Group and Founder & Chair, Legal Project Management InstitutePresenters:Michael M. Grebe, Partner, Quarles & Brady LLPPravin Rao, Partner & Firmwide Chair, White Collar & Investigations, Perkins Coie LLP

12:15pm Luncheon & Special Presentation Results of 2014 McGladrey Law Firm Financial

Benchmarking Survey – Economic Trends Are you using the correct metrics to evaluate your Firm’s financial performance? Learn what trends in the profession have been prevalent over the past few years. There will be a discussion on those benchmarking statistics that all law firms should be utilizing to increase revenue, control expenses and maximize profitability.Presenters:Barry Rosenthal, Managing Director; Leader, Business & Professional Services industry, McGladrey LLP

1:30pm Leadership RoundtablesJoin us for four facilitated roundtables designed for the open exchange of ideas and voicing of challenges currently affecting your firm.

The Dynamically Competitive Law Firm: Strategies for Increased Revenue and Protected Profitability Managing a law firm today can feel like trying to hold water in your hands. Which issue do you focus on first? Short-term top line revenue and profitability threats; new risk and compliance issues; longer term threats to sustainability? The problem is, of course, you have to address all of them. Firms that try to

Co-ChairsAngela M. Hickey, Executive Director, Levenfeld Pearlstein, LLC Tim Radaich, Sr. Director, Medium Law Firm Marketing, Thomson Reuters

Faculty Joseph B. Altonji, Principal, LawVision GroupRachel F. Barner, Executive Vice President & Chief Litigation Counsel – Corporate Solutions, Jones Lang LaSalle Americas, Inc.Kim Desmarais, Client Consultant – Peer Monitor, Thomson Reuters Jan Anne Dubin, Principal, Jan Anne Dubin ConsultingDoug Gerstner, Executive Vice President, Management Services, DTI Michael M. Grebe, Partner, Quarles & Brady LLPKendra K. Hartman, General Counsel, Gehl FoodsNatasha Jaroscak, Marketing Manager, Thomson ReutersSusan Raridon Lambreth, Senior Consultant, Co-Founder & Chair, LawVision Group LLC/Legal Project Management InstituteRob Mattern, President & Founder, Mattern & Associates, LLCTim Radaich, Sr. Director, Medium Law Firm Marketing, Thomson Reuters Pravin Rao, Partner & Firmwide Chair, White Collar & Investigations, Perkins Coie LLPBarry Rosenthal, Partner & Managing Director; Leader, Business & Professional Services industry, McGladrey LLPMitchell S. Roth, Managing Partner, Much Shelist P.C.Bryan Schwartz, Chairman, Levenfeld Pearlstein, LLCJoy E. Spicer, Founder, President & CEO, Elegrity, Inc.David Susler, Associate General Counsel, National Material L.P.Lawrence B. Swibel, Founding Partner & Managing Partner, Fox, Swibel, Levin & Carroll, LLP

do so using age-old practices may not be able to make the needed adjustments – it’s just too slow, takes too many resources and doesn’t hold the long-term view required. Join our roundtable where we will discuss new strategies for addressing multiple issues with a cohesive approach. Pricing, marketing, business development, loss prevention – they all seem so different, but there are common, foundational strategies that set your firm up to succeed across all of them. Don’t believe it? Join the discussion!Facilitator:Joy E. Spicer, Founder, President & CEO, Elegrity, Inc.

Examining the ALA Midsize Law Firm Leader Survey ResultsJoin this discussion and analyze the results from the most recent Midsize Law Firm Leader survey conducted by Thomson Reuters in partnership with the Association of Legal Administrators. Our facilitators will analyze key takeaways from the data and engage roundtable attendees on their own reactions to the survey’s broader ramifications.

Facilitators: Tim Radaich, Sr. Director, Medium Law Firm Marketing, Thomson Reuters Natasha Jaroscak, Marketing Manager, Thomson Reuters

Transforming the Law Firm of the Future: Outsourcing as a Law Firm Business StrategyLaw firms are exploring third party management of mission-critical services today more than ever before. As a management strategy, outsourcing is not new for firms. But technology advancements have created a new era of outsourcing opportunities in such areas as document processing (word processing), administration (secretarial), research (library) and IT. These so-called “middle office” functions can now seamlessly leverage more cost-effective locations, advanced workflow methodologies and personnel in their transformed models. Litigation support is also an area where firms are outsourcing to dramatically reduce fixed costs. This roundtable examines the evolution of today’s law firms in an era of increased financial scrutiny and client pressures. Driven by frank assessments from a roundtable of peers, attendees can share their firm’s experiences and discuss various opportunities and challenges in utilizing legal process outsourcing as a way to deliver greater value to clients.Facilitator:Doug Gerstner, Executive Vice President, Management Services, DTI

Strategic Expense Management and Successful Cost Recovery in Today’s Legal MarketIn 2014, a growing number of firms faced the challenge of reducing service costs. In order to achieve this goal, firms reduced their workforce, increased their use of technology, and improved their processes and procedures.This session will explore how firms can further reduce their back-office expenses while improving services to the attorney end-users by taking advantage of the changing legal market landscape. Is cost recovery a key component of strategic expense management and, if

so, what do today’s successful cost recovery strategies look like? To answer this question, we will also examine the results of the 2014 Mattern & Associates cost recovery study and how to use this data to structure your operation to maximize your firm’s recovery.Presenter:Rob Mattern, President & Founder, Mattern & Associates, LLC

2:30pm Break

2:45pm A Briefing on Manager Partner CompensationAs a preamble to our closing roundtable, Bryan Schwartz, Chairman, Levenfeld Pearlstein, will offer his thoughts on current strategies involving law firm managing partner compensation.

Presenter:Bryan I. Schwartz, Chairman, Levenfeld Pearlstein, LLC

3:15pm Legal Industry Trends & Development – A Managing Partner RoundtableThis session will showcase exclusive Peer Monitor data on the Midwest legal industry in 2014. Attendees will gain valuable insight into the professional headwinds affecting the legal industry as we look forward to 2015. Following this presentation, a select roundtable of managing partners will share their thoughts about the regional outlook for next year, as well as reflect on the long-term health and direction of the legal industry in a period of cautious recovery.Moderator: Tim Radaich, Sr. Director, Medium Law Firm Marketing, Thomson ReutersPanelists:Ralph E. McDowell, Chairman, Bodman PLCMitchell S. Roth, Managing Partner, Much Shelist, P.C.Lawrence B. Swibel, Founding Partner, Fox, Swibel, Levin & Carroll, LLP

4:15pm Conclusion & Reception

AN EVENT DESIGNED FOR LAW FIRM LEADERS

SPECIAL OFFERSIndividual Register for this event and SAVE 15%. Use promo code MIDWEST15 at checkout.

Group Discounts Purchase 2 registrations and get 1 FREE! Call 1-800-308-1700 for more details.

offers expire 9/30/14REGISTER TODAYCall 1-800-308-1700 or Visit westlegaledcenter.com

© 2014 Thomson Reuters 7-14