Jared Applegate
Director of Pricing
Barnes & Thornburg LLP

Jared Applegate is Director of Pricing for Barnes & Thornburg and is responsible for managing the law firm’s portfolio of alternative fees, creating innovative and practical pricing solutions and improving firm economics. His role includes guiding, advising and educating attorneys and clients on the pricing of the firm’s legal services and developing and supporting training programs on legal project management and matter management, templates to assess profitability, and other related tools.

 

Mr. Applegate serves as co-creator of the firms BT ValueWorks program, a suite of pricing, process and technology solutions that bring greater value, efficiency and predictability to the delivery of legal services. He continually provides market insight, competitive intelligence and innovative thinking to attorneys and clients on pricing strategies and related matter management solutions.

 

Prior to joining Barnes & Thornburg, Jared held various officer positions in the financial services sector.

 

 

Michael Byrd
Director of Financial Operations
Baker & McKenzie

Michael Byrd has 20+ years of experience in the legal industry with a focus on finance, operations and strategy in both domestic and international settings. That experience includes various finance-related roles at Baker & McKenzie in the U.S. and Australia and originating the roles of Pricing Director at Mayer Brown and the Director of Law Firm Management at Accenture.

In his current role as the Director of Financial Operations (North America) at Baker & McKenzie, Michael is primarily focused on process improvement in all aspects of financial administration, particularly those that are client-facing.

Douglas Caddell
Global Chief Information Officer
Mayer Brown LLP

Doug Caddell Global CIO for Mayer Brown LLP.  He is a veteran CIO, legal industry technologist and internationally recognized speaker and writer on law firm and law department technology, and its best use.  He has over 30 years experience in finance, operations and management, and in leading the technology efforts of a variety of organizations, including mid-sized and large law firms and a governmental law department.  He is a recognized pioneer in Cloud and BYOD computing.  Mr. Caddell has a degree in Management Information Systems, and also Accounting, from the University of Arizona.  He has held professional certifications as a CPA and Certified Information Systems Auditor, and is a current Six Sigma/LEAN Greenbelt and Information Governance Professional (IGP), and Certified Information Systems Security Professional (CISSP).  

In 2004 he was honored as IT Director of the Year by New York based Law Technology News and in January 2009 he was furthered recognized by the Legal Technology Awards in London as International IT Director of the Year.  In 2009 he co-authored the book Achieving Excellence in Legal Technology Management, published by Thomson Reuters/West.

David Cambria
Global Director of Operations
Archer Daniels Midland

Director of Global Operations – Law, Compliance and Government Relations
Archer Daniels Midland Company

David is the Director of Global Operations – Law, Compliance and Government Relations for Archer Daniels Midland Company (ADM) where he works with the General Counsel to develop and lead a “best-in-class” law department operations function with a primary focus on aligning the department’s day-to-day operations with the business strategy.   

In 2013, David was named by the National Law Journal as one of the Top 50 Legal Business Trailblazers & Pioneers.   He is chairman of the advisory board for the Annual Law Department Operations Survey, where he also serves as editor and contributor.  He received his Juris Doctor Degree from the University of Dayton, School of Law.



John Christenson
Pricing Manager / Legal Project Management Office
Baker, Donelson, Bearman, Caldwell & Berkowitz
Timothy B. Corcoran
Principal
Corcoran Consulting Group

Timothy B. Corcoran was the 2014 President of the Legal Marketing Association and is an elected Fellow of the College of Law Practice Management. He delivers keynote presentations, conducts workshops, and advises leaders of law firms, in-house legal departments and legal service providers on how to profit in a time of great change.  HE is also the author of the widely read Corcoran's Business of Law blog. For more information, contact him at +1.609.557.7311 or at tim@corcoranconsultinggroup.com.

Kim R Craig, PMP, LSSBB
Managing Director, Lean Solutions
SeyfarthLean Consulting LLC

Experience

As Managing Director of Lean Solutions, Ms. Craig leads one of the industry’s most mature legal project management, process improvement and technology consultants. These professionals help drive innovative business solutions by applying their expertise in process improvement and change management. Ms. Craig has extensive experience in leading successful process improvement projects through the application of techniques gained from her Project Management Professional (“PMP”) certification and Lean Six Sigma Black Belt certification. Ms. Craig also provides consultation to in-house legal teams and Seyfarth Shaw attorneys to improve the practice of law.

Ms. Craig is an active leader in driving the firm’s distinctive client service model, SeyfarthLean. Ms. Craig has co-developed the curriculum and delivery of the SeyfarthLean, led and oversaw several of Seyfarth’s Green Belt projects and is an active member of the SeyfarthLean Steering Committee.

Ms. Craig is the 2011 recipient of the International Legal Technology Association’s (“ILTA”) Professional Services Champion of the Year Award for her leadership in legal project management. She is a member of the Project Management Institute and has collaborated with the American Bar Association to advise on the development of project management curriculum for legal practitioners. She is a frequent speaker on legal project management, legal process improvement and has addressed law school students educating them on these topics. She is a faculty member of Practising Law Institute and has authored several articles related to her field.

Certifications/Awards

Lean Six Sigma Black Belt, Dartmouth University, Thayer School of Engineering (2016)
Business Design Thinking Masterclass Certificate, Business Models Inc. (2016)
Certified Scrum Product Owner (2013)
Certified Scrum Master (2013)
2013 ILTA Distinguished Peer Finalist - Leadership Award
2011 ILTA Distinguished Peer Award - Professional Services Champion
Six Sigma Green Belt (2006)
Project Management Professional, PMP, Project Management Institute (2005)

Affiliations/Positions

Chicago-Kent Law School, Adjunct Faculty Member (2017)
Practising Law Institute (PLI) Faculty Member
Project Management Institute (PMI)
Project Management Institute (PMI) – Chicagoland Chapter
International Legal Technology Association (ILTA)
Midwest Legal Technology Training Group (MLTTG)

Stuart Dodds
Director, Global Pricing & Legal Project Management
Baker & McKenzie

Stuart J T Dodds is Baker & McKenzie's Director of Global Pricing and Legal Project Management.

He is responsible for the development of Baker & McKenzie’s global pricing and legal project management strategy, providing targeted pricing, negotiation and project management support to partners and client facing colleagues across their 77 offices worldwide.
 
Prior to joining the Firm, Stuart conducted a similar role at Linklaters, and worked as a Management Consultant for 17 years in a variety of strategy, supply chain and procurement-facing roles across many industry sectors.

Stuart is an accredited Certified Pricing Professional ,sits on a number of advisory bodies, and is a 'Fellow' of the College of Law Practice Management.  He is a frequent speaker at conferences, and has been extensively quoted in pricing and project management journals.

Stuart is the author of the first book covering law firm pricing, negotiation and legal project management, 'Smarter Pricing: Smarter Profit', published by the American Bar Association in May 2014, and the editor of 'Pricing on the Front Line', also published by the American Bar Association in January 2017.

Jim Durham
Managing Director
GrowthPlay

Jim Durham is a veteran attorney who has worked with hundreds of professional service firms as a consultant and trainer, developing sales, marketing and management strategies designed to change the way lawyers and clients work together. Jim has been a consultant to several in-house legal departments and served as the Chief Marketing and Business Development Officer for three AmLaw100 firms. He was also General Counsel and VP of Marketing for Senior Tour Players, Inc., and the Sr. VP of Sponsorship for MLB Advanced Media (MLB.Com). He is the author of The Essential Little Book of Great Lawyering, and is co-editor and contributing author of the American Bar Association’s book: The Lawyer’s Guide to Marketing Your Practice. In 2010, Jim was inducted into the Legal Marketing Association Hall of Fame.

Jim is a dynamic keynote speaker, and an engaging trainer and coach. He now provides strategic consulting, coaching, and training to GrowthPlay’s legal and other professional services clients.

Jim received his bachelor’s degree from Harvard College and his law degree from Emory University School of Law. He has also participated in Executive Education programs at both the Kellogg School of Management and the Harvard Law School.

In law school, Jim was on the National Labor Law Moot Court and National Trial Competition teams.

Christopher Emerson
Chief Practice Economics Officer
Bryan Cave LLP

Chris Emerson is Bryan Cave’s Chief Practice Economics Officer, and co-leader of BCXponent. Chris founded the firm’s Practice Economics Group, an innovative group focused on enabling companies to achieve their legal business objectives. The outcomes achieved are substantial savings in legal spend, improved outcomes on business objectives, increased coordination and transparency in relationships with outside counsel, and better clarity around the factors that affect expense and outcome through statistical analysis and data analytics.

Prior to his current role, Chris managed the firm’s Client Technology Group which created and continues to create a wide range of solutions that help streamline legal work processes and permit the firm to operate with the unprecedented efficiency now demanded in today’s highly competitive legal marketplace. The work of the Client Technology Group has been widely recognized and has led to awards from CIO Magazine (twice), CTO Magazine, American Lawyer Media, Incisive Media, the International Legal Technology Association (twice) and other organizations.

Chris also serves as a member of the Program Planning Council for the International Legal Technology Association and often contributes to educational programming, collaboration and networking opportunities, publications, and other member benefits on a host of topics related to pricing, legal operations, and business and financial management.

Christopher Ende
Law Firm Pricing & Panel Management Leader
GE Corporate

Christopher Ende is the Law Firm Pricing & Panel Management Leader for General Electric. As part of the Legal Operations Team, he develops strategies for optimizing GE's spend on outside counsel, including designing metrics to measure performance, return on investment, and value. Chris helps develop and manage GE's preferred law firm provider program and works with in-house lawyers and outside counsel to develop innovative pricing arrangements that properly align incentives, provide transparency, and facilitate successful outcomes.

Chris has focused his career on the business of law since 2007 and has deep experience in pricing and legal project management. He successfully built a global pricing and project management program at an AmLaw 50 firm and has experience driving change management, including developing and executing strategic business initiatives relating to pricing, legal spend management, financial analysis, profitability modeling, marketing, and knowledge management.

Justin R Ergler
Director of Alternative Fee Intelligence and Analytics
GlaxoSmithKline

Justin works with in-house counsel and law firms to develop non-hourly, value-based Alternative Fee Arrangements for GSK Legal engagements worldwide.  In addition to achieving the goal of “killing of the billable hour”, the value-based compensation models are designed to strengthen partnerships with key firms via risk/reward-sharing incentives.  

Justin is also leading an initiative to develop ROI-style metrics that quantify and capture the value delivered to GSK by successful engagements with outside counsel.  These metrics will give the corporate legal function a finance-based performance metric which showcases actual value as opposed to the traditional financial metrics of cost savings and/or reduction in overall legal spend financial metrics used today. 

The success of these two initiatives will allow GSK to achieve their goal of true value-based arrangements by credibly linking fees with actual value delivered to the company through excellent representations by outside counsel.

Justin holds a Business degree from the University of North Carolina at Chapel Hill and is a veteran of the United States Army's 3rd Infantry Division.  

Casey Flaherty
Principal
Procertas

Casey Flaherty is a former inside and outside counsel. Through his company, Procertas, Casey consults with law departments on legal operations, process improvement, technology, and external resource management. Casey also serves as the Director of Client Value at Haight Brown & Bonesteel and on the Board of Advisors of Nextlaw Labs.

Bart Gabler
Director of Pricing and Legal Project Management
K&L Gates LLP

Bart Gabler is the Director of Pricing and Legal Project Management for K&L Gates. In this role, Bart collaborates with K&L Gates lawyers as well as senior firm management on developing, negotiating and implementing strategic pricing arrangements and client budgets. He also works directly with client service teams on pricing related issues, including helping to identify client business objectives, cost pressures, and pricing preferences.

Peter Geovanes
Head of Data Stratgey and Analytics
Winston & Strawn LLP

Professional Background: Mr. Geovanes is a data scientist and business executive with over 25 years of experience. He provides a unique hybrid background that combines deep data and analytical capabilities along with proven technical, project management, legal and business consulting skills.

Peter specializes in applying state-of-the-art analytics, business intelligence tools and modeling techniques to generate legal insights and improve firm performance. He leads Winston & Strawn’s Data Strategy & Analytics team with notable accomplishments across early case assessment, pricing & budgeting, business operations and forecasting.

 

Work Experience: Prior to joining Winston & Strawn, Peter was a Senior Director with Alvarez & Marsal, a Director and Analytics Market Leader with PwC, a Principal for a regional consulting firm, a senior project manager for SPSS and proudly served as a commissioned Officer in the United States Navy.

Peter received his J.D. from Northwestern Ca University, his MBA from University of Phoenix and his B.S. from the University of Illinois and is based in the Chicago metro Area.

Email: pgeovanes@winston.com

Irene Ivanova, PMP
Regional Legal Project Manager for North America
Baker McKenzie

Practice Description

  • Irene provides project management expertise across all practice groups in the North American region. She has over ten year’ experience of working in international law firms and legal organizations, such as the United Nations International Court of Justice in the Hague and the American Bar Association in Chicago. Former B&M Intellectual Property associate. Speaks English, Spanish and Russian.
  • Irene is a certified project manager (PMP). She holds graduate law and business degrees from the universities in the US and Europe.

Representative Experience

  • Client-facing and internal project management on a wide range of multijurisdictional projects.
  • Defining and implementing LPM best practices throughout the NA region through the network of LPM Champions for NA.
  • Working with management and partners to improve legal processes by adding transparency and eliminating inefficiencies.
  • Applying various tracking techniques to help control scope, track progress, optimize stakeholder communication, as well as issue resolution.
  • Set up and customize intranets and extranets to accommodate projects’ needs.
  • Development of process maps and work flows.
  • Ensuring consistency and teamwork approach across complex projects.
  • Budgets development and client fees reporting.
Colin Jasper
Director
Jasper Consulting

I have consulted to professional services firms for almost 20 years. During this time, I have had the opportunity to work with many of the leading law firms in the US, the UK and throughout Asia. As the Director of Jasper Consulting, my focus is on assisting professional services firms to create greater value for their clients and to capture a fair share of that value for themselves.

I have spoken at conferences in the UK, the US, China, Singapore, Malaysia and Australia and been a guest lecturer at numerous universities and business schools. I conduct regular research amongst general counsel on their buying behaviour and attitudes to law firms. My articles have been published in a range of journals and magazines including Professional Services Firms Journal, The Law Management Journal, and the Journal of the Professional Pricing Society. I authored the pricing chapter in the American Bar Association book, The Power of Legal Project Management and several chapters in the upcoming ABA book Pricing in the Front Line.

I am an elected a Fellow of The College of Law Practice Management.

TJ Johnson
Program Director, Conferences
International Legal Technology Association
Bree Johnson
Director of Strategy and Legal Project Management
Stinson Leonard Street LLP



Gretchen L. Koehler
Chief Marketing Officer
Bentham IMF

Gretchen Lyn Koehler is the Chief Marketing Officer at Bentham IMF.  She possesses over a decade of executive level experience focused on business development, marketing, communications and strategic planning.  

Prior to joining Bentham, Gretchen was the Director of Business Development and Marketing for Kasowitz, Benson, Torres & Friedman LLP, one of the largest litigation firms in the United States.  She is a New York State admitted attorney who began her legal career at White & Case LLP before transitioning into legal marketing and business development.  

Gretchen has also held marketing and business development roles at Kenyon & Kenyon LLP and Dechert LLP.  As a certified professional coach, she has considerable experience providing client development and sales coaching to lawyers and other professionals.  She also frequently speaks at conferences and seminars focused on marketing and business development and is a former co-chair of the Communications Committee for the New York Chapter of the Legal Marketing Association. 

Gretchen graduated cum laude from Loyola University Chicago with a Bachelor of Science degree in Psychology and earned her Juris Doctor degree from Benjamin N. Cardozo School of Law.

Bryon Koepke
Senior Vice President, Chief Securities Counsel
AVIS Budget

Bryon Koepke is the Senior Vice President, Chief Securities Counsel at Avis Budget Group, Inc. where he manages a wide variety of legal matters for the company including, securities and corporate finance, litigation, legal operations, compliance, corporate governance, corporate law, regulatory inquiries and public company reporting.  Prior to joining the Avis Budget Group, Mr. Koepke was Corporate Counsel for Caterpillar Inc. where he managed securities, corporate finance, financial reporting and corporate governance matters for Caterpillar and its financial subsidiary, Caterpillar Financial Services Corp.  Prior to joining Caterpillar, Mr. Koepke worked for the U.S. Securities and Exchange Commission where he served as a Senior Attorney Advisor within the Office of Administrative Law Judges.  Mr. Koepke received his B.S. from Vanderbilt University, his J.D. from Washburn University Law School and his LL.M. from the Georgetown University Law Center.     

Kristina Lambright, Esq.
Director of Pricing and Legal Project Management
Perkins Coie LLP



Lidia Lumovic
Global Project Manager
Baker & McKenzie Global Services

Lidia Lumovic is Baker McKenzie's Global & LatAm Legal Project Manager.

She is responsible for implementing the global legal project management strategy by providing project management support to partners across the firm’s 75 offices worldwide while also focusing on the Latin America region. In addition to the support of client facing matters, Lidia works with the different practice groups to help increase efficiency. She also works with various administrative departments such as IT and Finance to develop tools to aid in that support.

Prior to joining the Firm, Lidia held a similar role at Seyfarth for over three years and, prior to that, worked as an Application Support Analyst in Seyfarth’s IT Department for over seven years where she furthered the development of their portal, client teaming spaces and extranets. She managed and trained 45 Portal Content Managers as a part of her role in IT.

Lidia is a certified Project Management Professional (PMP) and is a member of the Project Management Institute, which has helped drive her passion for process improvement and efficiency.

Catherine Alman MacDonagh, Esq.
CEO / Co-Founder
Legal Lean Sigma Institute / Legal Mocktail / LSSO

Catherine Alman MacDonagh, JD is a former corporate counsel and law firm executive who now teaches and provides training and consulting services in process improvement, strategic planning, marketing, and business development. 

A Legal Lean Sigma® Black Belt and a certified Six Sigma Green Belt, Catherine is the CEO and a Founder of the Legal Lean Sigma® Institute, which provides consulting and the first process improvement and project management certifications, courses, and consulting services specifically designed for the legal profession.

Catherine is also Chief Enthusiasm Officer of The Mocktail and the Legal Mocktail™, experiential networking training exercises. She also has her own strategic planning, business development training and coaching practice, FIRM Guidance. 

Catherine is adjunct faculty at Suffolk University Law School as well as George Washington University (Masters in Law Firm Management program). She is the co-author of two books: The Law Firm Associate’s Guide to Personal Marketing and Selling Skills with Beth Marie Cuzzone and The Woman Lawyer’s Rainmaking Game, now in its third edition, with Silvia Coulter, MPS.

Catherine is a Co-Founder and on the Advisory Board of the Legal Sales and Service Organization (LSSO). She served on the international board, as New England Chapter Presidents and on many committee and task forces of the Legal Marketing Association. She currently co-chairs LMA’s Education Committee. Honors and awards Catherine has received include: Elected Fellow, College of Law Practice Management, Boston Business Journal’s 40 Under 40, two years on the prestigious MLF 50 (Marketing the Law Firm Top 50) List, and several Legal Marketing Association Your Honor Awards.

And Catherine loves LMA.

 

 

Keith Maziarek
Senior Director of Client Value
Perkins Coie LLP

Keith Maziarek is the Senior Director of Client Value at Perkins Coie LLP. In this newly-created role, Keith works directly with legal operations executives and other legal department stakeholders at the firm's top institutional clients to establish value-based fee arrangements, define metrics for success, provide legal project management and matter monitoring support, and to select and implement technologies and support services that will maximize the value captured by the firm's clients.

 

Prior to his role at Perkins Coie, Keith led the strategic pricing efforts for DLA Piper’s Pricing/AFA Group, and in this capacity, managed the design, development and implementation of the firm’s strategic pricing and profitability initiatives in the Americas. This multi-faceted role involved both internal and client-facing elements involving a broad set of responsibilities, including the development of strategic pricing models, complex data analysis, cross-border engagement structuring, lawyer coaching, change management, and the establishment of processes and tools to support the firm’s efforts to maximize client value, efficiency and financial performance.

 

Keith has co-authored several published articles on the topic of alternative fee arrangements in connection with his work in this area, and also speaks regularly at industry conferences.  He is currently co-chair of the LMA’s annual P3 Conference, the industry’s largest annual event addressing transformation in the legal industry related to pricing, project management and process improvement.

 

Prior to his work in pricing and project management, Keith led the business development efforts of several key markets, national practice groups and sectors at DLA Piper, as well as served as Senior Practice Development Manager for another AmLaw 200 firm.  His scope of responsibilities in these capacities included market and industry research, strategic services targeting and client relations for clients operating jurisdictions around the world.

 

Keith holds an M.B.A. from the Kellogg School of Management at Northwestern University, with majors in Management and Strategy, Managerial Economics, and Analytical Consulting, and a B.S. in Business Management from the University of Illinois-Chicago.



Tom Orrison
Director, Legal Procurement
Microsoft Corporation

Tom is a 17 year veteran of the legal services industry, spending time both within law firms and at in-house legal departments.  Tom has played several key roles within the Corporate, External, and Legal Affairs group in his 11 years at Microsoft, working closely with many practice groups in paralegal roles and more recently supporting divisional leaders in finance and operations roles.  Tom is currently the Director of Legal Procurement at Microsoft and manages their global legal sourcing programs, processes, and tools.  Prior to his time at Microsoft, Tom spent 7 years as a paralegal at a Seattle-based IP law firm and 1 year as an IP contracts manager at a Seattle-based biotech company.

Bruno Para
Assistant Vice President and Manager
Liberty Mutual Insurance
Pratik Patel
VP, Legal Business Solutions
Elevate Services



Melissa C. Prince, Esq.
Director of Pricing and Legal Project Management
Ballard Spahr LLP

Melissa Prince is Ballard Spahr's Director of Pricing and Legal Project Management and a key member of the firm's senior management team. She oversees a firm-wide team of professionals focused on understanding the business needs of firm clients and creating practical and innovative pricing and legal project management strategies designed to meet those needs. Her objective is to provide firm clients with exceptional service centered on client value, cost-effectiveness, predictability and efficiency.

Ms. Prince endeavors to understand how each client's business operates and to identify its specific goals, business objectives, and areas of potential exposure. She then uses a proprietary set of analytical tools and strategies aimed at more effectively budgeting, pricing, staffing, and managing client matters in a way that aligns with their businesses. When matters are concluded, she reviews client feedback and uses data analytics to devise strategies to improve matter performance and further strengthen client relationships.

Before joining Ballard Spahr, Ms. Prince held pricing and legal project management roles at two Am Law 100 firms, where she served both large and small clients. She is an attorney who, before leaving private practice, handled complex commercial litigation matters in Pennsylvania and New Jersey.



Sharon Quaintance
Senior Director
HBR Consulting

Sharon Quaintance is a Senior Director at HBR Consulting (formerly Hildebrandt Baker Robbins). Based in NYC, she co-leads HBR's Business Operations practice, which includes leading engagements to improve legal practice management, back-office service delivery and support staff efficiency. A successful entrepreneur, she is co-founder and former CEO of a cloud-based legal outsourcing company.

Prior to her technology start-up career, Sharon was with a Fortune 100 company, where she managed pricing of new business services in 40 states, including pricing of all contracts over $1 million. She also has served as a buisness process champion using formal Business Process Re-engineering (BPR), Total Quality Management (TQM) methodologies (predecessors of Six Sigma) resulting in more than $200 million in estimated annual savings.

Sharon has been a member of Atlanta Technology Angels and actively follows new legal innovations. She is a frequent speaker and writer on legal industry emerging technology, change management and operational efficiency. She guest lecturers on entrepreneurship and strategic planning, and has been a judge of multiple MBA business case competitions. She has an MBA from Loyola Marymount University and a BA from University of Southern California.



David Rueff
Shareholder and Legal Project Management Officer
Baker Donelson

David A. Rueff Jr. is a shareholder in the Jackson office of Baker Donelson and is also the Firm's Legal Project Management Officer. David has been a practicing lawyer for over 19 years, is PMP certified through PMI and is certified in the Toyota Manufacturing Production System (Lean). He is responsible for strategy development and implementation of pricing, legal project management, process improvement and supporting technologies and manages a team of pricing specialists, legal project managers, attorneys and technologists. David was responsible for the development of the Firm's patent pending legal project management model - BakerManage and the Firm's Lean model - BakerLean. David has conducted in excess of 250 presentations for in-house legal teams and clients and regularly works with Firm lawyers and clients to develop specialized pricing models, budgets and operational improvements using both process and technology.

David also assisted with the launch of the Firm's consulting subsidiary, LegalShift, LLC and serves on the Board of Directors. David provides consulting services for in-house legal departments by applying some of the same innovations he helped develop at Baker Donelson. For example, David worked with an in-house legal department to improve communication within the team, automate performance metrics, improve controls on outside counsel spend and assist the General Counsel with reporting to the executive team.

In recent years, David's practice has been primarily focused HUD Community Development Block Grants where he assists with program development, program documentation, designing compliance requirements and program administration of eligibility, title verification and compliance monitoring. David has supported CDBG programs in Mississippi, New York, Texas, New Jersey and Louisiana. His experience includes the management and oversight of a program legal department for 2 years that included a team of 11 attorneys and 20 paralegals.

Purvi Sanghvi
Director of Strategic Pricing
Paul Hastings LLP

 

Purvi Sanghvi is the Director of Strategic Pricing at Paul Hastings, which has been ranked one of the five most innovative law firms by The Financial Times for three years in a row.  She is responsible for creating the platform upon which pricing strategies are implemented across the firm globally.  Her team oversees pricing management, develops and analyzes alternative fee arrangements, and creates budgets for complex client matters.  She is responsible for pricing strategies for the firm’s top clients, often interacting with them directly as another face of the relationship.  In all of these responsibilities, she works closely with firm clients and partners to develop innovative, efficient, and results-oriented solutions.  Ms. Sanghvi has been involved in the creation of law firm pricing strategies since 2007 and has been on the forefront of shaping how they service the legal industry.  Prior to Paul Hastings, she launched strategic pricing functions at several law firms.  She has written articles on pricing and is often asked to speak on pricing related topics.  Purvi has served as the co-chair of the LMA P3 Conference (Pricing, Project Management, and Practice Innovation) for 2014 and 2015. 

 

Purvi holds an MBA from The Carroll School of Management at Boston College and an undergraduate degree in Finance and International Management from the Boston University School of Management.

Emily Sokalski
Amy J Thompson
Senior Practice Economics Attorney
Bryan Cave LLP

Amy Thompson is an experienced litigator who counsels the firm’s lawyers and clients on issues relating to appropriate budgeting, pricing, legal project management, and complex case management. Ms. Thompson currently serves as a senior attorney in the firm’s Practice Economics Group (PEG), an innovative group focused on pricing and budgeting, and managing engagements to help ensure work is completed successfully, on schedule, and within budget. The group has developed an extensive array of web-based tools to price and track new engagements, analyze and compare engagements in order to develop best practices, report project and budget progress to clients, and give management insight into firm operations. The work of PEG has largely contributed to the firm being known for having one of the profession’s best engines for client-focused innovation, and it has won numerous awards for its innovative work on client-facing technology, pricing, project management, and data analytics.

 As part of her practice, Ms. Thompson, assists clients and firm lawyers in analyzing, strategizing and planning their legal engagements, developing appropriate budgets and pricing, and improving legal processes.  Ms. Thompson’s experience in this area includes in-depth research and analysis of Bryan Cave’s matter experience in order to gain a better understanding of how that experience affects pricing, the creation of phased budgeting and budget tracking for complex litigation matters, the creation of budget reports and reporting templates to assist in better managing engagements, and the development of creative alternative fee arrangements to meet specific client needs. Ms. Thompson, along with the other professionals on PEG team, also works to identify ways to increase efficiency while maintaining quality by leveraging technology in order to manage large portfolios of legal matters across offices and areas of law with the assistance of PEG’s proprietary software tools.

Prior to her current role, Ms. Thompson served as Counsel in the firm’s Class Action and Commercial Litigation client service groups. In her 19 years as a litigator, Ms. Thompson’s practice focused on the defense, settlement, and appeal of complex business suits and class actions including multi-issue contract disputes, consumer fraud and deceptive trade practices, tortious interference, unfair competition, product liability, and banking, mortgage and foreclosure issues. Ms. Thompson represented companies in the financial services, consumer product, pharmaceutical, computer/software, and automotive industries, among others, in state and federal courts across the country. Ms. Thompson also assisted in the development and review of vendor management and compliance programs for a major banking client. 

Ms. Thompson also has an active Pro Bono practice and has volunteered her time serving as Pro Bono Guardian Ad Litem for minor guardianships in the St. Louis City Probate Court, and, as part of the firm’s collaboration with Arch City Defenders, representing indigent clients in St. Louis-area municipal courts with respect to traffic matters and infractions that could otherwise have led to jail time or other consequences due to the client’s inability to pay fines.  

Prior to joining the firm, Ms. Thompson began her legal career serving as law clerk to the Hon. W. Duane Benton of the Missouri Supreme Court..

 

Shea Twomey-Meuse
Director, Matter Management Services
WilmerHale
Jae Um
Director, Strategic Planning & Analysis
Seyfarth Shaw

Jae Um is the Director of Strategic Planning & Analysis at Seyfarth Shaw. In that role, she leads the firm's Research & Intelligence team, comprised of researchers, analysts, and data scientists providing market insights and business analytics to support the organization's strategic growth initiatives.  

Terence Williams
‎Global Director of Strategic Pricing
Hogan Lovells

Terence (Terry) D. Williams - Global Director of Strategic Pricing. Terry joined Hogan Lovells in December 2015 as Managing Pricing Director – Americas before assuming his current role in November 2016.  Prior to joining Hogan Lovells, he was with AIG where served as Vice President and Deputy Director of Legal Strategies in their Legal Operations Center. In this role, Terry was responsible for the design and implementation of global legal strategies focused on legal process, cost efficiency, and qualitative outcomes. He additionally served as Staff Counsel Executive and Chief Counsel during his time at AIG.

 

Previously, Terry worked as a Managing Attorney at Shur, McDuffie, Williams & Morgan and as a Partner at Crim & Bassler in Atlanta. Terry holds a J.D. from Emory University School of Law and B.A. from McGill University.