Conference

11:30am

REGISTRATION

12:30pm

OPENING LUNCHEON

1:00pm

WELCOMING REMARKS

John Remsen, Jr.
President, TheRemsenGroup
President & CEO, Managing Partner Forum

1:15pm

OPENING SESSION

DRIVING PROFITABILITY
An Introduction to The MPF Leadership Conference
To being the Conference, four legal industry thought leaders will share their perspectives and insights on the new reality for law firm leaders by answering your questions, stimulating your thinking, and using live polling technology to inspire dialogue that will continue throughout the Conference.

Rosanna Berardi, Esq.
Managing Partner, Berardi Immigration Law

Uri Gutfreund
Senior VP & Managing Principal, Ames & Gough

Jennifer Johnson
CEO & Founder, Calibrate

Kurt Olender, Esq.
Founder & Managing Partner, OlenderFeldman

2:00pm

MPF WORKSHOPS

Powerful. Practical. Provocative. 

Past participants used these words to describe our in-depth discussions with other law firm leaders and industry experts. You will hear fresh perspectives on today’s hottest topics. Our informal format provides ample time to discuss, debate and learn in a cordial, collaborative environment. This year, we offer three concurrent half-day Workshops, each capped at 35 persons. 

WORKSHOP #1
The Modern Law Firm: Strategic Alignment and Revenue Enablers
Develop a clear picture of where your firm is today by completing a Strategic “Health Check” covering strategy, culture and vision, compensation and infrastructure. Then, review the key pillars of strategic alignment to ensure you are ready to proactively address issues that will position your firm for future viability.

Jennifer Johnson
CEO & Founder, Calibrate

David Schaefer
Managing Director, Calibrate

        
WORKSHOP #2
Latest Innovations in Technology: What Law Firm Leaders Need to Know
We have divided this Workshop into two sessions with a networking break at the halfway point.

Session 1: What Law Firm Leaders Need to Know about AI and ChatGPT
Dive into the transformative role of AI, including ChatGPT, in the legal industry. This session will offer insightful overviews and practical applications for law firms and their leadership.

Rosanna Berardi, Esq.
Managing Partner, Berardi Immigration Law

Anthony DeSimone, CPA
President, YEN, LLC

Session 2: The Cat and Mouse Game of Cybersecurity:
New Strategies to Beat Your Opponent
As fast as you can stay on top of the latest cyber risks, the criminals seem to always be a step ahead. Despite these challenges, every law firm must create a culture of security where your attorneys and staff can work productively, and your clients rest assured that their information is safe.

Darragh Fitzpatrick
Partner & Executive VP, Tabush Group

Morris Tabush
Founder & President, Tabush Group

WORKSHOP #3
The Fundamentals of Rock-Solid Partnership Agreements
This Workshop will examine the fundamentals of solid and enduring Partnership/Shareholder agreements, including what should be in the agreement and, importantly, what should not be in the agreement. Uri will moderate the discussion, and our faculty includes two managing partners who specialize in mergers, acquisitions and partnership agreements.

Uri Gutfreund
Senior VP & Managing Principal, Ames & Gough

Jonathan Hawkins, Esq.
Founder, Law Firm GC

Kurt Olender, Esq.
Founder & Managing Partner, OlenderFeldman

Bo Yancey
Principal, B-Y Global

3:30pm

REFRESHMENT BREAK

3:45pm

MPF WORKSHOPS - Continued

5:30pm

ADJOURNMENT

5:30pm

WELCOME RECEPTION

7:00pm

Dine-Arounds

• AG @ The Ritz-Carlton, Atlanta - Ames & Gough
• Nikolai's Roof - Tabush Group
• White Oak Kitchen & Cocktails - B-Y Global
• Atalian Kithcen & Bar - Applied Strategies, Inc. and Southren Group
• Morton's The Steakhouse - The Lawyer's Edge and 9Sail

8:00am

REGISTRATION

8:30am

NETWORKING BREAKFAST

9:00am

OPENING SESSION (General Session)

KEYNOTE PRESENTATION
Lessons Learned in The MPF Webinar Series
We will begin day two of the Conference with a brief Keynote Presentation highlighting lessons learned during our ongoing MPF Webinar Series. The Webinars are always fast-paced, entertaining, and they generate timely benchmarking data for leaders of smaller and midsized law firms. This session will feature live audience polling.

Uri Gutfreund
Senior VP & Managing Principal, Ames & Gough

John Remsen, Jr.
President, TheRemsenGroup
President & CEO, Managing Partner Forum

9:30am

PANEL DISCUSSION

Ten Ways to Improve Your Firm's Profitability Today and Tomorrow
Next, we will introduce a distinguished panel of legal industry experts to present ten proven strategies to firm's profitability, both today and in the long term. We will discuss timekeeping, billing, collections, client intake to improve profitability in the short term. We will also discuss client satisfaction, employee satisfaction, and long-term investments in your people, your clients, and your law firm that will pay big dividends in the future.

Elise Holtzman, JD, PCC
Founder & CEO, The Lawyer's Edge

William Josten, Esq., ALRAP
Legal Marketplace Innovations Strategist, Thomson Reuters Institute

Stephen Mabey
Managing Director, Applied Strategies, Inc.

Gerry Riskin
Founder & Chairman, Edge International

Bo Yancey
Principal, B-Y Global

10:30am

NETWORKING BREAK

11:00am

MANAGING PARTNER IDEA EXCHANGES (MPIEs)

12:30pm

LUNCHEON

1:45pm

MANAGING PARTNER IDEA EXCHANGES (MPIEs)

3:00pm

REFRESHMENT BREAK

3:15pm

MANAGING PARTNER IDEA EXCHANGES (MPIEs)

4:30pm

RECEPTION

5:30pm

ADJOURNMENT