Managing Partners Forum

This is a fantastic conference with great topics and great people. The sharing of ideas and information among managing partners is invaluable.

Jarrell B. Hammond, Esq.
Lewis Wagner, LLP - Indianapolis, IN

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Agenda


THE MPF FALL SYMPOSIUM
October 6-7, 2021 - Chicago, Illinois
PRELIMINARY AGENDA


Wednesday, October 6, 2021
 

6:00pm   WELCOME RECEPTION
            
  Meet your fellow managing partners and firm leaders for cocktails and
               heavy hors d'ouevres at the University Club of Chicago.                    

 

Thursday, October 7, 2021

8:00am   CONTINENTAL BREAKFAST
               Join us for coffee, juices and assorted pastries before we begin the day.

9:00am   OPENING REMARKS
               State of the Legal Profession and Registrant Survey Results

               We will begin the day with an overview of how law firms are dealing with
               succession issues. We will also share results of the survey completed by
               Symposium registrants.                     
               John Remsen, Jr., President and CEO, Managing Partner Forum       

9:20am   OPENING PANEL
               A Big Picture Look at Succession Alternatives
               There are numerous complex factors to consider as firm owners look at
               succession planning and the best plan for their firms. Options might include
               passing the firm to younger partners, merger/acquisition, selling to outside
               investors and dissolution of the enterprise. This highly experienced panel will
               take us through alternatives with lots of questions from the audience along
               the way.
               Ida Abbott, President, Ida Abbott Consulting 
               August Aquila, President, Aquila Global Advisors
               Gary Lesser, Esq., Managing Partner, Lesser Lesser Landy & Smith
               Eileen M. Letts, Esq., Chief Administrative Partner, Zuber Lawler
               Donald L. Mrozek, Esq., Chairman Emeritus, Hinshaw & Culbertson
               Raymond J. Werner, Esq., Of Counsel, Saul Ewing Arnstein & Lehr       

               Valuation of the Firm - August Aquila
               Restructuring the Firm - Don Mrozek
               The Merger/Acquisition Path - Ray Werner
               Selling to Outside investors - Gary Lesser

10:30am  NETWORKING COFFEE BREAK

10:45am  OPENING PANEL - Continued

11:15am  GROUP EXERCISE - Case Study
                MPF participants really value and enjoy the opportunity to meet and interact
                with other firm leaders, so we will introduce a brief case study about a fictitious
                law firm in transition. We will ask participants to form smaller break-out groups
                to assess the situation and, together, determine the best path forward. We will
                ask two or three group leaders to report back to the entire group assembled.

12:15pm  LUNCHEON
                Ethical and Risk Management Issues and Concerns
                Succession also involves an array of ethical and risk management concerns, as
                well. For example, state bar associations require that lawyers and law firms have
                plans in place in the event of accident or illness. There also are malpractice
                concerns if senior attorneys practice law beyond their years. We will also look at
                risks associated with unfunded retirement obligations and cyber-security.  
                Uri Gutfreund, Law Firm Practice Leader, Risk Strategies
                Tracy Kepler, Risk Control Consulting Director, CNA Insurance
                Morris Tabush - Founder and President, Tabush Group

1:30pm    EMOTIONAL ASPECTS OF LETTING GO
                Discussing Retirement with your Partners and Clients
                Ida will lead a conversation about the unique emotional challenges of succession
                and retirement, including normalizing succession/retirement discussions, support
                for senior partners in transition, effective techniques for conversations about
                sensitive issues, and planning for life after practice.
                Ida Abbott - President, Ida Abbott Consulting 

2:45pm   NETWORKING AFTERNOON BREAK

3:00pm   CLOSING PANEL
               Lessons from the Trenches
               We will close the day with a fast-paced, interactive panel discussion with three
               managing partners who have led their firms through successful succession
               planning initiatives. They promise to be candid and share what they learned
               through the process.
               Eileen M. Letts, Esq., Chief Administrative Partner, Zuber Lawler
               Donald L. Mrozek, Esq., Chairman Emeritus, Hinshaw & Culbertson
               Raymond J. Werner, Esq., Of Counsel, Saul Ewing Arnstein & Lehr

4:00pm   RECEPTION

 


 

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