Keynote Speaker: Jordan Furlong
Jordan Furlong is a legal market analyst, author, and consultant who forecasts the impact of changing market conditions on lawyers and law firms. He has given dozens of presentations to law firms and legal organizations throughout the US, Canada, Europe, and Australia over the past several years. Jordan is a Fellow of the College of Law Practice Management and Co-Chair of the Board of Directors of Suffolk University Law School’s Institute on Legal Innovation & Technology. He is the author, most recently, of Law Is A Buyer’s Market: Building a Client-First Law Firm, and writes regularly about the changing legal market at his website.
Morning Panelists & Moderators
Law Firm Leadership: Managing the Change
Moderator: Marcia Burris, Director of Research and Knowledge Management, Nexsen Pruet
Marcia Burris is the Director of Research and Knowledge Management at Nexsen Pruet, where she is responsible for research services, firm intranet and other knowledge and efficiency efforts. A frequent speaker and author on topics related to information management, Marcia is passionate about providing information and knowledge resources that add efficiency to law practice, deliver strong value for law firms and their clients, and enable employees to do their best work.
• Sonia Menon, Chief Operating Officer at Neal, Gerber & Eisenberg LLP
Sonia Menon is the Chief Operating Officer at Neal, Gerber & Eisenberg LLP, a Chicago based law firm with over 140 lawyers, where she leads and oversees the management of the day-to-day operations of the firm, including information technology, knowledge management, insurance, human resources, marketing, facilities, records and space planning. She has overall responsibility for the design and implementation of talent management initiatives and operating policies for lawyers and staff at the firm. She provides strategic advice to the firm’s leadership on the development of policies and procedures and works to ensure that the recruitment, development, advancement and diversity policies and programs are aligned to support the firm’s strategic agenda.
• Mark Langdon, Executive Director at Ballard Spahr LLP
As Executive Director, Mark Langdon oversees the business support operations of the firm, including human resources, finance and accounting, marketing and business development, pricing and legal project management, information services, office operations and facilities, research and information, and risk management. In addition, he provides strategic guidance and analysis to support and enhance client value and the overall profitability of the firm. Before joining Ballard Spahr as its Director of Finance in 1989, Mark practiced as a certified public accountant in the audit division of Arthur Andersen LLP, serving clients in the public and private sectors, and in the manufacturing, financial services, and professional services industries. Mr. Langdon attended The Wharton School of the University of Pennsylvania (M.B.A.) and received a B.S. in Accounting at Pennsylvania State University.
• Scott D. Rechtschaffen, Chief Knowledge Office, Littler
As Littler’s Chief Knowledge Officer, Scott D. Rechtschaffen leads the firm’s effort to provide innovative client services by integrating new technologies and work processes and enabling attorneys and clients to access the collective knowledge and experience of the firm’s more than 1,000 attorneys. He combines over 25 years of experience representing companies in every area of labor and employment law with a broad understanding of technology to help the firm’s attorneys and their clients in tailoring unique solutions that enhance the firm’s ability to deliver legal information and legal services to its clients.
Scott heads the firm’s Knowledge Management Department (KM) comprising dedicated, full-time knowledge management attorneys, who are all experienced in employment and labor law, along with technologists, research specialists and administrative support. The KM Team supports the firm’s attorneys, practice groups and major firm initiatives. He has been a key member of the multi-disciplinary teams that developed the award-winning Littler CaseSmart® approach to legal case management and Littler Edge, the firm’s comprehensive knowledge-centered client portal.
Scott has written extensively and has published articles in national publications on human resources management, knowledge management and legal technology. He regularly speaks at knowledge management seminars and legal technology conferences organized by the American Bar Association’s Law Practice Management Section, Association of Corporate Counsel, American Lawyer Media, Legal Marketing Association, International Legal Technology Association, ARK Group and other professional organizations.
Our Customers: The Evolving Use of Information Professionals
Moderator: Scott Bailey, Director of Research Services, Eversheds Sutherland
There are five guiding values at Eversheds Sutherland, and Scott is building a service that resonates with them all. Collaborative, Creative, Professional, Inclusive and Open. As a champion of success through authentic intelligence and building knowledge communities, Scott is one of those people who works collaboratively with a variety of professionals within and beyond the legal industry. He believes in creatively fostering situations where aligning the right people, data and resources leads to multiplied value for everyone involved.
• Toby Brown, Chief Practice Management Officer, Perkins Coie
As Chief Practice Management Officer, Toby Brown leads Perkins Coie’s revenue management and efficiency programs, legal project management, pricing, process improvement, practice innovation, alternative staffing and new partner integration. Toby is an active member and leader in organizations devoted to legal knowledge management, and he speaks to national audiences on legal pricing, alternative fee arrangements and other law firm financial management issues. He is the founder of the Legal Marketing Association’s annual P3 Conference, which brings together more than 400 pricing, project management and process improvement experts in the legal profession. Toby also co-founded the “3 Geeks and a Law” blog and co-authored the book, Law Firm Pricing: Strategies, Roles and Responsibilities.
• Peter Alfano, Senior Associate at Squire Patton Boggs
Peter Alfano, Senior Associate at Squire Patton Boggs, has extensive experience counseling clients on antitrust and national security matters. In the area of national security representations, Peter is a leading practitioner in the firm’s International Trade Practice Group focusing on national security investment reviews. In this practice area, Peter is active in representing transacting parties, both US businesses and non-US investors, before the Committee on Foreign Investment in the United States (CFIUS), including negotiating assurance and national security mitigation agreements with CFIUS member agencies. As part of their International Trade Practice Group’s capabilities in representing global national security reviews, Peter often coordinates CFIUS reviews with similar reviews in other jurisdictions, such as reviews in Canada under the Investment Canada Act.
• Julie Bozzell, Public Law and Policy Practice Manager at Akin Gump
Julie Bozzell is currently the Practice Manager for the Public Law & Policy practice at Akin Gump in Washington, DC where she has been since 2017. In this role, she is responsible for overseeing the business and operational needs of her group. Julie has over 20 years of experience in the legal industry with much of her time spent in various positions in the Research and KM space. Julie pursued a Masters in Law Firm Management from The George Washington University close to ten years ago with the vision of changing her career path in legal. This degree along with her prior experience in leadership and management roles have led her to the new career she was looking for embedded in the practice side of a law firm.
Afternoon Session: Design Challenge – Jeff Marple
Jeff Marple is the Director of Innovation for Corporate Legal within Liberty Mutual. Jeff is responsible for investigating and testing new technology, processes and business models that could impact how legal professionals get their work done. He is also responsible for advancing a culture of Innovation within Liberty Legal. Jeff provides consultative and incubation services to help grow innovative projects and ideas. He has been at Liberty since 2000 and has worked in Customer Service, Software Development and Innovation roles during that time.