Announced on April 21, P3® – The Practice Innovation Conference will transform into P3® – The Virtual Experience, a series of online, interactive content taking place in June. The in-person experience was previously cancelled due to the COVID-19 pandemic. View the P3 home page for more information.


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Tuesday, May 16

7:30 a.m. – 8:30 a.m. Breakfast
Atlantic Ballroom Foyer
7:30 a.m. – 6:00 p.m. Registration Open
Atlantic Ballroom Foyer
8:45 a.m. – 10:00 a.m. Opening Session

The 'Intrapreneur' Dilemma: Tools Beyond the 3 Ps
Presenters: Joshua "Josh" Kubicki, Seyfarth Shaw; and, Kim Craig, Seyfarth Shaw
Atlantic Ballroom
10:00 a.m. – 10:15 a.m. Networking Break
10:15 a.m. – 11:15 a.m. Concurrent Service Provider Education Sessions
Evolving Your Firm's Profit Model: Establishing a Partner Cost Model   P+P/E
Presenter: Daniel Ronesi, Aderant
Pacific Ballroom
The Business Case for Marketing Operations   PI/A
Presenters: Jennifer Scalzi, J. Johnson Executive Search, Inc.; and, Gordon Braun-Woodbury, J. Johnson Executive Search, Inc.

Case Study: Successful Partner Adoption of Planning & Monitoring   T+T/E
Moderator: Keith Lipman, Esq., Prosperoware
Presenters: Jared Applegate, Barnes & Thornburg LLP; Bart Gabler, K&L Gates LLP; and, Toby Brown, Perkins Coie LLP

Atlantic Ballroom E
The Importance of Alignment: People, Process and Technology   T+T/E
Presenters: Bo Yancey, Wilson Legal Solutions; and, Russ Haskin, Wilson Legal Solutions 

11:15 a.m. – 11:30 a.m. Networking Break
11:30 a.m. – 12:30 p.m.

Concurrent Education Sessions
A New Approach to Aligning the Objectives of Outside Counsel, In-House Legal and Corporate Business  CV/E
Presenters: Christopher Emerson, Bryan Cave LLP; Bryon Koepke, AVIS Budget; and, David Rueff, Baker Donelson
Pacific Ballroom
The Challenge to Keep Moving – Pricing in Today's Legal Market  P+P/A
Presenters: Michael Byrd, Baker & McKenzie; and, Stuart Dodds, Baker & McKenzie

The First 100 Days: Your Pricing and LPM Journey  P+P/E
Presenters: Jared Applegate, Barnes & Thornburg LLP; and, Bart Gabler, K&L Gates LLP

The Whole Is Greater Than the Sum of Its Parts: Client and Firms Teaming Together for Success  CV/A
Presenters: Tom Orrison, Microsoft; and, Keith Maziarek, Perkins Coie LLP

Atlantic Ballroom E
Presented by: CLOC Logo
12:30 p.m. – 2:00 p.m. Lunch
Atlantic Ballroom Foyer
2:00 p.m. – 3:30 p.m. Concurrent Education Workshops
Creating Value Through Client-focused Pricing   CV/A
Presenter: Colin Jasper, Jasper Consulting

Pacific Ballroom
Building a Sustainable P3 Infrastructure – Getting Started and Maintaining Momentum  CV/A
Presenters: Timothy B. Corcoran, Corcoran Consulting Group; and, Catherine Alman MacDonagh, Esq., Legal Lean Sigma Institute / Legal Mocktail / LSSO

Atlantic Ballroom E
Hack to the Future: Define It, Deliver It (Part 1)   CV/E
Presenters: Purvi Sanghvi, Paul Hastings LLP; Keith Maziarek, Perkins Coie LLP; Justin R. Ergler, GlaxoSmithKline; and, Todd Tukey, Bass, Berry & Sims

Branding Your Brand: The Art of Selling LPM to Your Internal and External Clients  PM/E
Presenters: Melissa C. Prince, Esq., Ballard Spahr LLP; Bree Johnson, Stinson Leonard Street; and, Shea Twomey-Meuse, WilmerHale

3:30 p.m. – 3:45 p.m. Networking Break
3:45 p.m. – 4:45 p.m. Concurrent Service Provider Education Sessions
Analyzing Pricing Benchmarks – Strategies and Common Pitfalls  P+P/E
Presenter: Laurie Lieb, PwC
Pacific Ballroom
Leveraging Data to Optimize the Value of Legal Services  T+T/A
Presenters: Casey Flaherty, Procertas; Bart Gabler, K&L Gates LLP; Joseph Richard Tiano, Jr., Legal Decoder, Inc.; Bruce Melton, Aequitask LLC; and, Tracey Gallegos, Argonne National Laboratory


Using Tech Innovation to Improve Client Profitability, Service Delivery and Satisfaction   CV/A

Moderator: Pratik Patel, Elevate Services
Presenter: Rick Howell, Perkins Coie LLP


DNA of the Successful Modern Law Firm: Bringing Silos Together for Client Advantage  CV/E
Presenters: Stuart Dodds, Baker & McKenzie; Mark Medice, Intapp; Toby Brown, Perkins Coie LLP; and, Katherine Miletich, Vedder Price

Atlantic Ballroom E
4:45 p.m. – 5:00 p.m. Networking Break
5:00 p.m. – 6:00 p.m. Concurrent Education Sessions
Debate: What is a "Value-based Relationship?"  CV/A
Presenters: Sharon Quaintance, HBR Consulting; and, David Cambria, Archer Daniels Midland
Data Science and the Art of Storytelling: Leveraging Small Data & Thick Data to Measure Value  CV/E
Presenters: Kim R. Craig, PMP, LSSBB, Seyfarth, Lean Consulting LLC; and, Jae Um, Seyfarth Shaw

Atlantic Ballroom E
Maximizing Efficiencies With Technology-backed Workflows   PI/A  
Presenters: Melissa Prince, Esq., Ballard Spahr LLP; Chris Emerson, Bryan Cave, LLP; and, Doug Caddell, Mayer Brown LLP
Pacific Ballroom
Presented by:  ILTA logo
Why Do Litigation Budgets Fail?  PM/A 
Presenter: Amy J. Thompson, Bryan Cave LLP
5:30 p.m. – 6:30 p.m. P3 Women's Initiative Network Reception *Must be added to your registration.
Presenters: Lisa Konie, Adobe Systems Incorporated; Sherrese Smith, Paul Hastings LLP; and, Jill Nelson, Intapp

6:00 p.m. Cocktail Reception
Outdoor Terrace

Wednesday, May 17

7:30 a.m. – 8:30 a.m. Breakfast
Atlantic Ballroom Foyer
8:30 a.m. – 9:30 a.m.
Concurrent Education Sessions
First Walk a Mile in My Shoes: Bridging the Gap Between Law Firm and Legal Operations Professionals   CV/E
Presenters: Christopher Ende, GE Corporate; Terence Williams, Hogan Lovells; and, Michael Byrd, Baker & McKenzie
Atlantic Ballroom E
Living in an OCG World  CV/E   
Presenters: Toby Brown, Perkins Coie LLP and Lisa Konie, ‎Adobe Systems Incorporated
Pacific Ballroom
Presented by: CLOC Logo
Real Success in Pricing and Delivery….is all about Value as Clients Define it  CV/E
Presenter: Jim Durham, GrowthPlay  

Engaging Attorneys in LPM   PM/E
Presenters: Lidia Lumovic, Baker & McKenzie Global Services; and, Irene Ivanova, Baker McKenzie
9:30 a.m. – 9:45 a.m. Networking Break
9:45 a.m. – 10:05 a.m. Service Provider Demos
Improve Your Bottom Line with Matter Management   P+P/E
Presenter: Richard Rifkin, Thomson Reuters Elite
Using NLP and Data Science Technologies to Avoid Failure and to Bring the Firm Together for Pricing  T+T/E
Presenters: Mark Medice, Intapp; Jill Nelson, Intapp; and, Jennifer Roberts, Intapp

Pacific Ballroom
Evaluate – Matter Pricing and Budgeting   P+P/E
Presenters: Rob Stote, DWReporting; and, Dan Wales, DWReporting 

Driving Client Satisfaction Through LPM and Billing Guideline Compliance  T+T/E
Presenters: Pratik Patel, Elevate Services; and, John Rowley, Elevate Services 

Maximize Firm Profitability with Aderant Expert's Spotlight Profitability Solution   T+T/E
Presenter: Maria Mangubat, Aderant 

Atlantic Ballroom E
10:05 a.m. – 10:25 a.m. Networking Break
10:25 a.m. – 10:45 a.m. Service Provider Demos
Profitable Pricing and Planning with Data Fusion's Intellistat  T+T/E
Presenter: Jeffrey Suhr, Data Fusion Technologies
Pacific Ballroom
Check Out Iridium’s Hot New Matter Planning/Budgeting Tool!   T+T/E
Presenter: Tom Jones, Iridium Technology LLC

Umbria Rapid Deployment: Quickly Enable Partners to Reduce Write-downs and Increase Profitability   P+P/E
Presenter: Keith Lipman, Esq., Prosperoware 

Atlantic Ballroom E
The Future of Law: How Legal Analytics Are Transforming the Business and Practice of Law   T+T/E
Presenters: Tim Moore, Lex Machina, Inc.; and Neil B. Magenheim, Lex Machina, Inc. 


Deliver 1, 2 or 3 Ps with Planning Blox (We Suggest All 3!)   T+T/E

Presenters: Nathan Bowie, Planning Blox, LLC; and, Louis Miller, Planning Blox, LLC 

10:45 a.m. – 11:00 a.m. Networking Break
11:00 a.m. – 12:00 p.m.
Concurrent Education Sessions
Litigation Finance: A Powerful Driver for Client Value and Law Firm Profitability  CV/A
Presenter: Gretchen L. Koehler, Bentham IMF
Consolidation RFPs: The Changing Rules of the Game   CV/A
Presenter: Sharon Quaintance, HBR Consulting and Christopher Ende, GE Corporate 
Metrics & Analytics for Improved Productivity and Value  PI/E
Moderator: Betsey Frank, Sidley Austin LLP
Presenters: Peter A. Geovanes, Winston & Strawn LLP; and, John Christenson, Baker Donelson Bearman Caldwell & Berk

Atlantic Ballroom E
Presented by:  ILTA Logo
Law Firm Data and How It Can Be a Value-Add to Your Clients  PI/A
Presenter: Tom Orrison, Microsoft Corporation; Bruno Para, Liberty Mutual Insurance; Sam Ranganathan, Abbvie; and Paul G. Roberts, Zurich North America
Pacific Ballroom
12:00 p.m. – 1:30 p.m. Lunch
Atlantic Ballroom Foyer
1:30 p.m. – 2:30 p.m.
Concurrent Education Sessions
Moving Toward a Matter Profiling Standard   T+T
Presenter: Adam Stock, Allen Matkins

TED-style Talks: Machine Learning, Time Entries and Artificial Intelligence  P+P/E
Presenter: Casey Flatherty, Procertas and Ryan McClead, Neota Logic
Pacific Ballroom
Hack to the Future: Define It, Deliver It (Part 2) – Solution Showcase Showdown   CV/E
Presenters: Purvi Sanghvi, Paul Hastings LLP; Keith Maziarek, Perkins Coie LLP; Justin R. Ergler, GlaxoSmithKline; and, Todd Tukey, Bass, Berry & Sims
Atlantic Ballroom E
Practice Group Management and Legal Project Management in the AmLaw 200   PM/A
Presenters: Stephen K. Nelson, The McCormick Group
2:30 p.m. – 3:30 p.m. Closing Session
P3cast Live: Cheers to Five Years – Conference Takeaways
Presenters: To Be Announced
Atlantic Ballroom


Find content by LMA's Body of Knowledge (BoK) domains, content track or content level.

BoK Domain

Domain: Business Development Domain: Business of Law Domain: Client Services Domain: Communications Domain: Marketing Management and Leadership Domain: Technology Management

Business Development

Business of Law

Client Services


Marketing Management and


Technology Management


Content Track

CV | Client Value
PI | Process Improvement
P+P | Pricing and Profitability
PM | Project Management
T+T | Technology and Tools


A | Advanced
E | Essential 


2014 P3 Conference Concurrent Session