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, Indiana

Conference

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CONFERENCE AGENDA


THE MPF 2024 LEADERSHIP CONFERENCE
May 1-2, 2024
Capital City Club - Atlanta, Georgia

Conference Agenda

Our Conference Agenda will include a blend of keynote presentations, panel discussions, and breakout sessions. In addition, we feature live audience polling to generate timely and invaluable bench-marking data. Participants especially enjoy the Dine-Around Events on Wednesday evening, and the MPIE Sessions on Thursday.

 

Wednesday, May 1, 2024

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
Cocktails and Hors d'Oeuvres - Capital City Club

Sponsored by TheRemsenGroup
7:00pm
Dine-Arounds
Join your peers for dinner at one of Atlanta's finest restaurants.


Thursday, May 2, 2024

8:00am
REGISTRATION
8:30am
NETWORKING BREAKFAST
Coffee and Continental 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)
The MPIEs are consistently rated as the most valuable part of The MPF Leadership Conference. MPIEs are small discussion groups of like-sized firms addressing topics of your choosing. Each session is led by a well-trained facilitator and guided by subject matter experts that rotate among the groups.
 
Session One: The MPIE concept is explained below.
MPIE Facilitators

Group 1    Stephen Mabey
                 Managing Director, Applied Strategies, Inc.     

Group 2    Uri Gutfreund
                 Senior VP & Managing Principal, Ames & Gough   

Group 3    Tea Hoffmann, Esq.
                 Managing Principal, Law Strategy Corp.

Group 4    Elise Holtzman, JD, PCC
                 Founder & CEO, The Lawyer's Edge

Group 5    Jennifer Johnson
                 CEO & Founder, Calibrate


MPIE Topics and Faculty Experts

Investing in Your Firm
Topics include firm culture, core values, policies, procedures, profitability, accountability, infrastructure, budgets, office space, technology, partnership agreements, governance models, compensation models, strategic planning.

Anthony DeSimone, CPA
President, YEN, LLC

Darragh Fitzpatrick
Partner & Executive VP, Tabush Group

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

Kurt Olender, Esq.
Founder & Managing Partner, OlenderFeldman

David Schaefer
Managing Director, Calibrate

Bo Yancey
Principal, B-Y Global


Investing in Your People
Topics include succession planning, growth strategies, mergers and acquisitions, lateral hires, recruiting and retention, generational issues, diversity, support staff, COOs, mentoring, training and development, criteria for partnership.

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

Gerry Riskin
Founder & Chairman, Edge International

Morris Tabush
Founder & President, Tabush Group


Investing in Your Clients
Topics include quality work product, client service, staffing and delegation, knowing business and industry, client teams, alternative fee arrangements, industry practice groups, social media, website, marketing and business development.

Joe Giovannoli
Founder & CEO, 9Sail

Jonathan Hawkins, Esq.
Founder, Law Firm GC

Maggie Watkins
Chief Executive Officer, Maggie T. Watkins Consulting

12:30pm
LUNCHEON
1:45pm
MANAGING PARTNER IDEA EXCHANGES (MPIEs)
Session Two
3:00pm
REFRESHMENT BREAK
3:15pm
MANAGING PARTNER IDEA EXCHANGES (MPIEs)
Session Three
4:30pm
RECEPTION
5:30pm
ADJOURNMENT