Seminar  Program

Project Management for Lawyers 2018


Select a Location:

Why You Should Attend

“Please describe your firm’s experience with project management.”
“Explain how your firm will manage our matters using legal project management.”
“Please provide examples of how your firm will apply project management techniques to our matters.”

These are just a few examples of language that is appearing recently in virtually all RFPs.  The implications of this language impact both law firms and legal departments.  Both in-house and outside counsel are expected to manage their matters efficiently and keep legal costs to a minimum.  The most effective way to accomplish this – while still maintaining high levels of quality and appropriate risk management – is through the use of legal project management techniques.

Lawyers today face increasing pressure to be efficient, handle matters effectively, and produce quality work product and service.  They must also utilize appropriate risk management practices and meet the ever-growing number of compliance requirements in many areas of law.  These expectations, along with the 24/7 service demand for most businesses, result in tremendous stresses on legal professionals to manage in a more disciplined manner than in the past.  Legal project management tools and approaches provide the techniques to navigate these pressures and relieve some of the stresses of managing matters effectively. 

Legal project management encompasses valuable approaches that enable lawyers to meet or exceed client expectations, while both respecting cost reduction mandates and improving profitability.   This program will offer insights and approaches for legal project management that can be implemented in legal departments or private law practices.

What You Will Learn 

  • How project management techniques facilitate communication between lawyers and their clients
  • How to implement legal project management tools ranging from scoping to risk analysis and end-of-matter debriefs
  • How legal project management approaches and disciplines apply to all types of practices – ranging from litigation to counseling to transactional practices
  • How legal project management approaches can apply to matters of all sizes
  • How private practice lawyers can work effectively with legal operations and procurement professionals 
  • Recent success stories in legal project management at leading law firms and legal departments
  • How legal project management is evolving

Who Should Attend

Private practice lawyers – from solo practitioners to those working at the largest firms – as well as in-house teams and legal professionals who assist them will benefit from this one-day program.


PLI Group Discounts

Groups of 4-14 from the same organization, all registering at the same time, for a PLI program scheduled for presentation at the same site, are entitled to receive a group discount. For further discount information, please contact membership@pli.edu or call (800) 260-4PLI.

PLI Can Arrange Group Viewing to Your Firm

Contact the Groupcasts Department via email at groupcasts@pli.edu for more details.

Cancellations

All cancellations received 3 business days prior to the program will be refunded 100%. If you do not cancel within the allotted time period, payment is due in full. You may substitute another individual to attend the program at any time.

9:00 Opening Remarks and Introduction
Susan Raridon Lambreth, Stéphanie Hamon

9:15 Case Studies in Implementing Legal Project Management: The Continuing Evolution
  • The imperative for Legal Project Management (LPM)
  • Lessons from legal organizations using project management approaches
  • What works and doesn’t – and what that means for your matters
  • How to effectively showcase the benefits of LPM to in-house counsel
  • Measuring your return on investment from LPM

Panel Leaders: Susan Raridon Lambreth, Stéphanie Hamon
Panelists: Kevin T. Bielawski, Esther Bowers, Kimberly A. Gardner, Lynne A. Maher, Suzanne M. Wood



11:00 Networking Break

11:15 Proactive Management of Matters: Using LPM Approaches to Enhance Efficiency, Client Satisfaction and Morale
  • Using scope documents, budgets, LACI charts, communications plans and task assignment documents to keep teams on the same page and to minimize legal risk management
  • The role of legal project managers
  • Case studies: vignettes of matters off track

Panel Leader: Susan Raridon Lambreth
Panelists: Leslie Brown, Byron Kalogerou, Lynne A. Maher, Leslie Plaskon



12:30 Lunch

1:30 Getting Partners on Board to Use and Champion LPM
  • Driving adoption with motivators like client demand, increasing market share, reduced write offs, internal controls
  • Identifying champions and innovators
  • Insuring positive results - client feedback, reduced costs, reduced write offs

Panel Leader: Susan Raridon Lambreth
Panelists: Stéphanie Hamon, Gregory H. Lantier, Tim O’Leary, Scott W. Pedigo, Leslie Plaskon, Suzanne M. Wood



2:45 Networking Break

3:00 Legal Process Improvement: A Natural Outgrowth from LPM
  • What is Legal Process Improvement (LPI)?
  • How does LPI differ from LPM?  How can LPM support LPI?
  • Evolution of LPI Implementation in law firms
  • When does the investment of LPI provide ROI?
  • Case study exercise (practical demonstration of process mapping and identifying improvement opportunities)

Leah Guggenheimer, Carla Landry



4:00 Partnering Inside and Outside Counsel: Using LPM to Enhance Efficiency with Outside Counsel and In-House Professionals
  • What exactly are we talking about when we say “enhance efficiency?”
  • What LPM approaches do inside counsel want their outside counsel to use?
  • Understanding the role of legal operations and procurement professionals in driving law firm efficiency and quality
  • Importance of guideline compliance, cost prediction and proactive communication

Panel Leader: Susan Raridon Lambreth
Panelists: Kevin T. Bielawski, Leslie Brown, Stéphanie Hamon, Byron Kalogerou, Bryon Koepke, Silvia Hodges Silverstein



5:15 Closing: Next Phase in the Evolution of Legal Project Management
Susan Raridon Lambreth

5:30 Adjourn

Co-Chair(s)
Stephanie Hamon ~ Head of Commercial Management, Managing Director, Barclays
Susan Raridon Lambreth ~ Principal, LawVision Group
Speaker(s)
Kevin Bielawski ~ Husch Blackwell LLP
Esther Bowers ~ Director of Client Service Initiatives, Barnes & Thornburg LLP
Leslie F. Brown ~ Head of Legal Project Management – Americas , Hogan Lovells US LLP
Kimberly A. Gardner ~ Executive Director, Shearman & Sterling LLP
Leah Guggenheimer ~ Chief Process & Innovation Officer, BURFORD CAPITAL
Byron Kalogerou ~ McDermott Will & Emery LLP
Bryon L Koepke ~ Senior Vice President and Chief Securities Counsel, Avis Budget Group Inc
Carla Landry ~ LawVision Group LLC
Gregory H. Lantier ~ WilmerHale
Lynne A. Maher ~ Senior Manager, Legal Project Management, Hunton & Williams LLP
Timothy O'Leary ~ Sandberg Phoenix & Von Gontard P.C.
Scott Pedigo ~ Office Managing Shareholder, Baker Donelson
Leslie Plaskon ~ Paul Hastings LLP
Silvia Hodges Silverstein ~ Executive Director, Buying Legal Counsel
Suzanne M. Wood ~ National Director, Legal Project Manager, Norton Rose Fulbright
Program Attorney(s)
Meghan Carney Cavagnaro ~ Senior Program Attorney, Practising Law Institute

New York City Seminar Location

PLI New York Center
, 1177 Avenue of the Americas, (2nd floor), entrance on 45th Street, New York, New York 10036. (800) 260-4754.

New York City Hotel Accommodations

Crowne Plaza Times Square Manhattan, 1605 Broadway (at 48th Street), New York, NY 10019 (212) 977-4000. When calling, mention Practising Law Institute. You can also make reservations online to access PLI's rates.

The Muse, 130 West 46th Street, New York, NY 10036. Please call reservations at 1-800-546-7866. When calling, please mention Practising Law Institute and rate code PLII. You can also Book Online- Kimpton.

Millennium Broadway Hotel, 145 West 44th Street, New York, NY 10036. Please call reservations at 1-800-622-5569. When calling, please mention Practising Law Institute. You can also book online.

Hyatt Times Square, 135 W. 45th Street, New York, NY 10036. For reservations, please call (646) 364-1234. When calling mention rate code CR56218 or Practising Law Institute.

General credit information about this format appears below. For credit information specific to this program, please choose your jurisdiction(s) in the Credit Information box on the right-hand side of this page.


U.S. MCLE States

Alabama: PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Alaska:  All PLI products can fulfill Alaska’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Arizona:  PLI’s live seminars qualify as “interactive CLE” credit. There is no limit to the number of credits an attorney can earn via interactive CLE programs.

Arkansas:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

California:  PLI’s live seminars qualify as “participatory” credit. There is no limit to the number of credits an attorney can earn via participatory programs.

Colorado:  All PLI products can fulfill Colorado’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Connecticut: Effective January 1, 2017, all PLI products can fulfill Connecticut’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Delaware:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Florida:  All PLI products can fulfill Florida’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Georgia:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Hawaii:  All PLI products can fulfill Hawaii’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Idaho:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Illinois: All PLI products can fulfill Illinois' CLE requirements for experienced attorneys. There is no limit to the number of credits an attorney can earn via PLI products.

Indiana:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Iowa:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Kansas:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live programs.

Kentucky:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Louisiana:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Maine:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Minnesota:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Mississippi:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Missouri:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Montana:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Nebraska:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Nevada:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

New Hampshire:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

New Jersey:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

New Mexico:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

New York

Experienced Attorneys:  All PLI products can fulfill New York’s CLE requirements for experienced attorneys. There is no limit to the number of credits an attorney can earn via PLI products.

Newly Admitted Attorneys:  PLI’s transitional live seminars can be used to fulfill the requirements for newly admitted attorneys. All credit categories may be earned via transitional live seminars.

North Carolina:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars

North Dakota:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Ohio:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Oklahoma:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Oregon:  All PLI products can fulfill Oregon’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Pennsylvania: PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Puerto Rico:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Rhode Island:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

South Carolina:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Tennessee:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Texas:  All PLI products can fulfill Texas’ CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Utah:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Vermont:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Virgin Islands:  All PLI products can fulfill the Virgin Islands’ CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Virginia:  PLI’s live seminars qualify as “live interactive” credit. There is no limit to the number of credits an attorney can earn via live interactive programs.

Washington:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

West Virginia:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Wisconsin:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Wyoming:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

CPD Jurisdictions

British Columbia (CPD-BC):  PLI’s live seminars qualify as “real-time” credit. There is no limit to the number of credits an attorney can earn via real-time programs.

Ontario (CPD-ON):  PLI’s live seminars qualify as “interactive” credit. There is no limit to the number of credits an attorney can earn via interactive programs.

Quebec (CPD-QC): PLI’s live seminars can fulfill Quebec’s CPD requirements.

Hong Kong (CPD-HK):  PLI’s live seminars qualify as “live” credit. There is no limit to the number of points an attorney can earn via live seminars.

United Kingdom (CPD-UK):  PLI’s live seminars can fulfill the United Kingdom’s CPD requirements.

Australia (CPD-AUS):  PLI’s live seminars qualify as “live” credit in all Australian jurisdictions. There is no limit to the number of credits an attorney can earn via live seminars.

Other Credit Types

CPE Credit (NASBA): PLI’s live seminars qualify as “Group-Live delivery” credit.

IRS Continuing Education (IRS-CE): PLI’s live seminars may fulfill IRS-CE requirements. To request IRS-CE credit, please notify PLI at plicredits@pli.edu of your request and include your Preparer Tax Identification Number (PTIN).

Certified Fraud Examiner CPE:  PLI’s live seminars may fulfill Certified Fraud Examiner CPE requirements. To request CPE credit or find out which programs offer CPE, please contact PLI at plicredits@pli.edu.

IAPP Continuing Privacy Credit (CPE):  PLI’s live seminars may fulfill Privacy CPE credit requirements.

HR Recertification (HRCI):  PLI’s live seminars may fulfill HR credit requirements.

SHRM Recertification (SHRM):  PLI’s live seminars qualify as "instructor-led" credit. There is no limit to the number of credits an SHRM professional can earn via instructor-led programs.

Compliance Certification Board (CCB):  PLI’s live seminars qualify as “live” training events. There is no limit to the number of credits a candidate or certification holder can earn via live programs.

Certified Anti-Money Laundering Specialists (CAMS):  PLI’s live seminars may fulfill CAMS credit requirements.

New York State Social Worker Continuing Education (SW CPE):  PLI’s live seminars may fulfill SW CPE credit requirements.

 

Why You Should Attend

“Please describe your firm’s experience with project management.”
“Explain how your firm will manage our matters using legal project management.”
“Please provide examples of how your firm will apply project management techniques to our matters.”

These are just a few examples of language that is appearing recently in virtually all RFPs.  The implications of this language impact both law firms and legal departments.  Both in-house and outside counsel are expected to manage their matters efficiently and keep legal costs to a minimum.  The most effective way to accomplish this – while still maintaining high levels of quality and appropriate risk management – is through the use of legal project management techniques.

Lawyers today face increasing pressure to be efficient, handle matters effectively, and produce quality work product and service.  They must also utilize appropriate risk management practices and meet the ever-growing number of compliance requirements in many areas of law.  These expectations, along with the 24/7 service demand for most businesses, result in tremendous stresses on legal professionals to manage in a more disciplined manner than in the past.  Legal project management tools and approaches provide the techniques to navigate these pressures and relieve some of the stresses of managing matters effectively. 

Legal project management encompasses valuable approaches that enable lawyers to meet or exceed client expectations, while both respecting cost reduction mandates and improving profitability.   This program will offer insights and approaches for legal project management that can be implemented in legal departments or private law practices.

What You Will Learn 

  • How project management techniques facilitate communication between lawyers and their clients
  • How to implement legal project management tools ranging from scoping to risk analysis and end-of-matter debriefs
  • How legal project management approaches and disciplines apply to all types of practices – ranging from litigation to counseling to transactional practices
  • How legal project management approaches can apply to matters of all sizes
  • How private practice lawyers can work effectively with legal operations and procurement professionals 
  • Recent success stories in legal project management at leading law firms and legal departments
  • How legal project management is evolving

Who Should Attend

Private practice lawyers – from solo practitioners to those working at the largest firms – as well as in-house teams and legal professionals who assist them will benefit from this one-day program.


PLI Group Discounts

Groups of 4-14 from the same organization, all registering at the same time, for a PLI program scheduled for presentation at the same site, are entitled to receive a group discount. For further discount information, please contact membership@pli.edu or call (800) 260-4PLI.

PLI Can Arrange Group Viewing to Your Firm

Contact the Groupcasts Department via email at groupcasts@pli.edu for more details.

Cancellations

All cancellations received 3 business days prior to the program will be refunded 100%. If you do not cancel within the allotted time period, payment is due in full. You may substitute another individual to attend the program at any time.

9:00 Opening Remarks and Introduction
Susan Raridon Lambreth, Stéphanie Hamon

9:15 Case Studies in Implementing Legal Project Management: The Continuing Evolution
  • The imperative for Legal Project Management (LPM)
  • Lessons from legal organizations using project management approaches
  • What works and doesn’t – and what that means for your matters
  • How to effectively showcase the benefits of LPM to in-house counsel
  • Measuring your return on investment from LPM

Panel Leaders: Susan Raridon Lambreth, Stéphanie Hamon
Panelists: Kevin T. Bielawski, Esther Bowers, Kimberly A. Gardner, Lynne A. Maher, Suzanne M. Wood



11:00 Networking Break

11:15 Proactive Management of Matters: Using LPM Approaches to Enhance Efficiency, Client Satisfaction and Morale
  • Using scope documents, budgets, LACI charts, communications plans and task assignment documents to keep teams on the same page and to minimize legal risk management
  • The role of legal project managers
  • Case studies: vignettes of matters off track

Panel Leader: Susan Raridon Lambreth
Panelists: Leslie Brown, Byron Kalogerou, Lynne A. Maher, Leslie Plaskon



12:30 Lunch

1:30 Getting Partners on Board to Use and Champion LPM
  • Driving adoption with motivators like client demand, increasing market share, reduced write offs, internal controls
  • Identifying champions and innovators
  • Insuring positive results - client feedback, reduced costs, reduced write offs

Panel Leader: Susan Raridon Lambreth
Panelists: Stéphanie Hamon, Gregory H. Lantier, Tim O’Leary, Scott W. Pedigo, Leslie Plaskon, Suzanne M. Wood



2:45 Networking Break

3:00 Legal Process Improvement: A Natural Outgrowth from LPM
  • What is Legal Process Improvement (LPI)?
  • How does LPI differ from LPM?  How can LPM support LPI?
  • Evolution of LPI Implementation in law firms
  • When does the investment of LPI provide ROI?
  • Case study exercise (practical demonstration of process mapping and identifying improvement opportunities)

Leah Guggenheimer, Carla Landry



4:00 Partnering Inside and Outside Counsel: Using LPM to Enhance Efficiency with Outside Counsel and In-House Professionals
  • What exactly are we talking about when we say “enhance efficiency?”
  • What LPM approaches do inside counsel want their outside counsel to use?
  • Understanding the role of legal operations and procurement professionals in driving law firm efficiency and quality
  • Importance of guideline compliance, cost prediction and proactive communication

Panel Leader: Susan Raridon Lambreth
Panelists: Kevin T. Bielawski, Leslie Brown, Stéphanie Hamon, Byron Kalogerou, Bryon Koepke, Silvia Hodges Silverstein



5:15 Closing: Next Phase in the Evolution of Legal Project Management
Susan Raridon Lambreth

5:30 Adjourn

Co-Chair(s)
Stephanie Hamon ~ Head of Commercial Management, Managing Director, Barclays
Susan Raridon Lambreth ~ Principal, LawVision Group
Speaker(s)
Kevin Bielawski ~ Husch Blackwell LLP
Esther Bowers ~ Director of Client Service Initiatives, Barnes & Thornburg LLP
Leslie F. Brown ~ Head of Legal Project Management – Americas , Hogan Lovells US LLP
Kimberly A. Gardner ~ Executive Director, Shearman & Sterling LLP
Leah Guggenheimer ~ Chief Process & Innovation Officer, BURFORD CAPITAL
Byron Kalogerou ~ McDermott Will & Emery LLP
Bryon L Koepke ~ Senior Vice President and Chief Securities Counsel, Avis Budget Group Inc
Carla Landry ~ LawVision Group LLC
Gregory H. Lantier ~ WilmerHale
Lynne A. Maher ~ Senior Manager, Legal Project Management, Hunton & Williams LLP
Timothy O'Leary ~ Sandberg Phoenix & Von Gontard P.C.
Scott Pedigo ~ Office Managing Shareholder, Baker Donelson
Leslie Plaskon ~ Paul Hastings LLP
Silvia Hodges Silverstein ~ Executive Director, Buying Legal Counsel
Suzanne M. Wood ~ National Director, Legal Project Manager, Norton Rose Fulbright
Program Attorney(s)
Meghan Carney Cavagnaro ~ Senior Program Attorney, Practising Law Institute
General credit information about this format appears below. For credit information specific to this program, please choose your jurisdiction(s) in the Credit Information box on the right-hand side of this page.

PLI’s live and on-demand webcasts are single-user license products intended for an individual registrant only. Credit will be issued only to the individual registered. If two or more individuals wish to participate in a webcast and receive credit, PLI would be happy to provide a Groupcast – group viewing of a webcast. To schedule a Groupcast, please contact PLI at groupcasts@pli.edu.


U.S. MCLE States

Alabama:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

Alaska:  All PLI products can fulfill Alaska’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Arizona:  PLI’s live webcasts qualify as “interactive CLE” credit. There is no limit to the number of credits an attorney can earn via interactive CLE programs.

Arkansas:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

California:  PLI’s live webcasts qualify as “participatory” credit. There is no limit to the number of credits an attorney can earn via participatory programs.

Colorado:  All PLI products can fulfill Colorado’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Connecticut: Effective January 1, 2017, all PLI products can fulfill Connecticut’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Delaware:  PLI’s live webcasts qualify as “eCLE” credit. Attorneys are limited to 12 credits of eCLE per reporting period.

Florida:  All PLI products can fulfill Florida’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Georgia:  PLI’s live webcasts qualify as “in-house” credit. Attorneys are limited to 6 in-house credits per reporting period.

Hawaii:  All PLI products can fulfill Hawaii’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Idaho:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

Illinois:  All PLI products can fulfill Illinois' CLE requirements for experienced attorneys. There is no limit to the number of credits an attorney can earn via PLI products.

Indiana:  PLI’s live webcasts qualify as “distance education” credit. Attorneys are limited to 9 credits of distance education per reporting period.

Iowa:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

Kansas:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

Kentucky:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

Louisiana:  PLI’s live webcasts qualify as “self-study” credit. Attorneys are limited to 4 credits of self-study per reporting period.

Maine:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

Minnesota:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

Mississippi:  PLI’s live webcasts qualify as “distance learning” credit. Attorneys are limited to 6 credits of distance learning per reporting period.

Missouri:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

Montana:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

Nebraska:  PLI’s live webcasts qualify as “computer-based learning” credit. Attorneys are limited to 5 credits of computer-based learning per reporting period.

Nevada:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

New Hampshire:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

New Jersey:  PLI’s live webcasts qualify as “alternative verifiable learning formats” credit. Attorneys are limited to 12 credits of alternative verifiable learning formats per reporting period.

New Mexico:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

New York

Experienced Attorneys:  All PLI products can fulfill New York’s CLE requirements for experienced attorneys. There is no limit to the number of credits an attorney can earn via PLI products.

Newly Admitted Attorneys:  PLI’s transitional live webcasts can be used to fulfill the requirements for New York newly admitted attorneys. Ethics credit, professional practice credit, and law practice management credit may be earned via transitional live webcasts. Skills credits may not be earned via live webcasts.

North Carolina:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

North Dakota:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

Ohio:  PLI’s live webcasts qualify as “self-study” credit. Attorneys are limited to 12 credits of self-study per reporting period.

Oklahoma:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

Oregon:  All PLI products can fulfill Oregon’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Pennsylvania:  PLI’s live webcasts qualify as “distance learning” credit. Attorneys are limited to 6 credits of distance learning per reporting period.

Puerto Rico:  PLI’s live webcasts qualify as “non-traditional” credit. Attorneys are limited to 8 credits of non-traditional programs per reporting period.

Rhode Island:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

South Carolina:  PLI’s live webcasts qualify as “alternatively delivered” credit. Attorneys are limited to 6 credits of alternatively delivered programs per reporting period.

Tennessee:  PLI’s live webcasts qualify as “distance learning” credit. Attorneys are limited to 8 credits of distance learning per reporting period.

Texas:  All PLI products can fulfill Texas’ CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Utah:  PLI’s live webcasts qualify as “self-study” credit. Attorneys are limited to 12 credits of self-study per reporting period.

Vermont:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

Virgin Islands:  All PLI products can fulfill the Virgin Islands’ CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Virginia:  PLI’s live webcasts qualify as “live interactive” credit. There is no limit to the number of credits an attorney can earn via live interactive programs.

Washington:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

West Virginia:  PLI’s live webcasts qualify as “online” credit. Attorneys are limited to 12 credits of online instruction per reporting period.

Wisconsin:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

Wyoming:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

CPD Jurisdictions

British Columbia (CPD-BC):  PLI’s live webcasts qualify as “real-time” credit. There is no limit to the number of credits an attorney can earn via real-time programs.

Ontario (CPD-ON):  PLI’s live webcasts qualify as “interactive” credit. There is no limit to the number of credits an attorney can earn via interactive programs.

Quebec (CPD-QC):  PLI’s live webcasts can fulfill Quebec’s CPD requirements.

Hong Kong (CPD-HK):  PLI’s live webcasts qualify as “distance learning” credit. Attorneys are limited to 15 points of distance learning programs per reporting period.

United Kingdom (CPD-UK):  PLI’s live webcasts can fulfill the United Kingdom’s CPD requirements.

Australia (CPD-AUS):  PLI’s live webcasts may fulfill Australia’s CPD requirements. Credit limits for live webcasts vary according to jurisdiction. Please refer to your jurisdiction’s CPD information page for specifics.

Other Credit Types

CPE Credit (NASBA):  PLI’s live webcasts qualify as “Group-Internet-Based” (GIB) credit.

IRS Continuing Education (IRS-CE):  PLI’s live webcasts may fulfill IRS-CE requirements. To request IRS-CE credit, please notify PLI at plicredits@pli.edu of your request and include your Preparer Tax Identification Number (PTIN).

Certified Fraud Examiner CPE:  PLI’s live webcasts may fulfill Certified Fraud Examiner CPE requirements. To request CPE credit or find out which programs offer CPE, please contact PLI at plicredits@pli.edu.

IAPP Continuing Privacy Credit (CPE):  PLI’s live webcasts may fulfill Privacy CPE credit requirements.

HR Recertification (HRCI):  PLI’s live webcasts may fulfill HR credit requirements.

SHRM Recertification (SHRM):  PLI’s live webcasts qualify as "instructor-led" credit. There is no limit to the number of credits an SHRM professional can earn via instructor-led programs.

Compliance Certification Board (CCB):  PLI’s live webcasts qualify as “live” training events. There is no limit to the number of credits a candidate or certification holder can earn via live programs.

Certified Anti-Money Laundering Specialists (CAMS):  PLI’s live webcasts may fulfill CAMS credit requirements.

New York State Social Worker Continuing Education (SW CPE):  PLI’s live webcasts may fulfill SW CPE credit requirements.

 

Why You Should Attend

“Please describe your firm’s experience with project management.”
“Explain how your firm will manage our matters using legal project management.”
“Please provide examples of how your firm will apply project management techniques to our matters.”

These are just a few examples of language that is appearing recently in virtually all RFPs.  The implications of this language impact both law firms and legal departments.  Both in-house and outside counsel are expected to manage their matters efficiently and keep legal costs to a minimum.  The most effective way to accomplish this – while still maintaining high levels of quality and appropriate risk management – is through the use of legal project management techniques.

Lawyers today face increasing pressure to be efficient, handle matters effectively, and produce quality work product and service.  They must also utilize appropriate risk management practices and meet the ever-growing number of compliance requirements in many areas of law.  These expectations, along with the 24/7 service demand for most businesses, result in tremendous stresses on legal professionals to manage in a more disciplined manner than in the past.  Legal project management tools and approaches provide the techniques to navigate these pressures and relieve some of the stresses of managing matters effectively. 

Legal project management encompasses valuable approaches that enable lawyers to meet or exceed client expectations, while both respecting cost reduction mandates and improving profitability.   This program will offer insights and approaches for legal project management that can be implemented in legal departments or private law practices.

What You Will Learn 

  • How project management techniques facilitate communication between lawyers and their clients
  • How to implement legal project management tools ranging from scoping to risk analysis and end-of-matter debriefs
  • How legal project management approaches and disciplines apply to all types of practices – ranging from litigation to counseling to transactional practices
  • How legal project management approaches can apply to matters of all sizes
  • How private practice lawyers can work effectively with legal operations and procurement professionals 
  • Recent success stories in legal project management at leading law firms and legal departments
  • How legal project management is evolving

Who Should Attend

Private practice lawyers – from solo practitioners to those working at the largest firms – as well as in-house teams and legal professionals who assist them will benefit from this one-day program.


PLI Group Discounts

Groups of 4-14 from the same organization, all registering at the same time, for a PLI program scheduled for presentation at the same site, are entitled to receive a group discount. For further discount information, please contact membership@pli.edu or call (800) 260-4PLI.

PLI Can Arrange Group Viewing to Your Firm

Contact the Groupcasts Department via email at groupcasts@pli.edu for more details.

Cancellations

All cancellations received 3 business days prior to the program will be refunded 100%. If you do not cancel within the allotted time period, payment is due in full. You may substitute another individual to attend the program at any time.

9:00 Opening Remarks and Introduction
Susan Raridon Lambreth, Stéphanie Hamon

9:15 Case Studies in Implementing Legal Project Management: The Continuing Evolution
  • The imperative for Legal Project Management (LPM)
  • Lessons from legal organizations using project management approaches
  • What works and doesn’t – and what that means for your matters
  • How to effectively showcase the benefits of LPM to in-house counsel
  • Measuring your return on investment from LPM

Panel Leaders: Susan Raridon Lambreth, Stéphanie Hamon
Panelists: Kevin T. Bielawski, Esther Bowers, Kimberly A. Gardner, Lynne A. Maher, Suzanne M. Wood



11:00 Networking Break

11:15 Proactive Management of Matters: Using LPM Approaches to Enhance Efficiency, Client Satisfaction and Morale
  • Using scope documents, budgets, LACI charts, communications plans and task assignment documents to keep teams on the same page and to minimize legal risk management
  • The role of legal project managers
  • Case studies: vignettes of matters off track

Panel Leader: Susan Raridon Lambreth
Panelists: Leslie Brown, Byron Kalogerou, Lynne A. Maher, Leslie Plaskon



12:30 Lunch

1:30 Getting Partners on Board to Use and Champion LPM
  • Driving adoption with motivators like client demand, increasing market share, reduced write offs, internal controls
  • Identifying champions and innovators
  • Insuring positive results - client feedback, reduced costs, reduced write offs

Panel Leader: Susan Raridon Lambreth
Panelists: Stéphanie Hamon, Gregory H. Lantier, Tim O’Leary, Scott W. Pedigo, Leslie Plaskon, Suzanne M. Wood



2:45 Networking Break

3:00 Legal Process Improvement: A Natural Outgrowth from LPM
  • What is Legal Process Improvement (LPI)?
  • How does LPI differ from LPM?  How can LPM support LPI?
  • Evolution of LPI Implementation in law firms
  • When does the investment of LPI provide ROI?
  • Case study exercise (practical demonstration of process mapping and identifying improvement opportunities)

Leah Guggenheimer, Carla Landry



4:00 Partnering Inside and Outside Counsel: Using LPM to Enhance Efficiency with Outside Counsel and In-House Professionals
  • What exactly are we talking about when we say “enhance efficiency?”
  • What LPM approaches do inside counsel want their outside counsel to use?
  • Understanding the role of legal operations and procurement professionals in driving law firm efficiency and quality
  • Importance of guideline compliance, cost prediction and proactive communication

Panel Leader: Susan Raridon Lambreth
Panelists: Kevin T. Bielawski, Leslie Brown, Stéphanie Hamon, Byron Kalogerou, Bryon Koepke, Silvia Hodges Silverstein



5:15 Closing: Next Phase in the Evolution of Legal Project Management
Susan Raridon Lambreth

5:30 Adjourn

Co-Chair(s)
Stephanie Hamon ~ Head of Commercial Management, Managing Director, Barclays
Susan Raridon Lambreth ~ Principal, LawVision Group
Speaker(s)
Kevin Bielawski ~ Husch Blackwell LLP
Esther Bowers ~ Director of Client Service Initiatives, Barnes & Thornburg LLP
Leslie F. Brown ~ Head of Legal Project Management – Americas , Hogan Lovells US LLP
Kimberly A. Gardner ~ Executive Director, Shearman & Sterling LLP
Leah Guggenheimer ~ Chief Process & Innovation Officer, BURFORD CAPITAL
Byron Kalogerou ~ McDermott Will & Emery LLP
Bryon L Koepke ~ Senior Vice President and Chief Securities Counsel, Avis Budget Group Inc
Carla Landry ~ LawVision Group LLC
Gregory H. Lantier ~ WilmerHale
Lynne A. Maher ~ Senior Manager, Legal Project Management, Hunton & Williams LLP
Timothy O'Leary ~ Sandberg Phoenix & Von Gontard P.C.
Scott Pedigo ~ Office Managing Shareholder, Baker Donelson
Leslie Plaskon ~ Paul Hastings LLP
Silvia Hodges Silverstein ~ Executive Director, Buying Legal Counsel
Suzanne M. Wood ~ National Director, Legal Project Manager, Norton Rose Fulbright
Program Attorney(s)
Meghan Carney Cavagnaro ~ Senior Program Attorney, Practising Law Institute
Ice Miller LLP, One American Square, Suite 2900, Indianapolis, IN 46282

General credit information about this format appears below. For credit information specific to this program, please choose your jurisdiction(s) in the Credit Information box on the right-hand side of this page.


U.S. MCLE States

Alabama:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Alaska:  All PLI products can fulfill Alaska’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Arizona:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “interactive CLE” credit. There is no limit to the number of credits an attorney can earn via interactive CLE programs.

Arkansas:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

California:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “participatory” credit. There is no limit to the number of credits an attorney can earn via participatory programs.

Colorado:  All PLI products can fulfill Colorado’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Connecticut: Effective January 1, 2017, all PLI products can fulfill Connecticut’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Delaware:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Florida:  All PLI products can fulfill Florida’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Georgia:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Hawaii:  All PLI products can fulfill Hawaii’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Idaho:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Illinois:  All PLI products can fulfill Illinois' CLE requirements for experienced attorneys. There is no limit to the number of credits an attorney can earn via PLI products.

Indiana:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Iowa:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Kansas:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live programs.

Kentucky:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Louisiana:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Maine:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Minnesota:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Mississippi:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “distance learning” credit. Attorneys are limited to 6 credits of distance learning per reporting period.

Missouri:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Montana:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Nebraska:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Nevada:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

New Hampshire:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

New Jersey:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “alternative verifiable learning formats” credit. Attorneys are limited to 12 credits of alternative verifiable learning formats per reporting period.

New Mexico:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

New York

Experienced Attorneys:  All PLI products can fulfill New York’s CLE requirements for experienced attorneys. There is no limit to the number of credits an attorney can earn via PLI products.

Newly Admitted Attorneys:  PLI’s transitional live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) can be used to fulfill the requirements for New York newly admitted attorneys. Ethics credit, professional practice credit, and law practice management credit may be earned via transitional live groupcasts. Skills credits may not be earned via live groupcasts.

North Carolina:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

North Dakota:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Ohio:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Oklahoma:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Oregon:  All PLI products can fulfill Oregon’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Pennsylvania:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Puerto Rico:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Rhode Island:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

South Carolina:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Tennessee:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Texas:  All PLI products can fulfill Texas’ CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Utah:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “self-study” credit. Attorneys are limited to 12 credits of self-study per reporting period.

Vermont:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Virgin Islands:  All PLI products can fulfill the Virgin Islands’ CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Virginia:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live interactive” credit. There is no limit to the number of credits an attorney can earn via live interactive programs.

Washington:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

West Virginia:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Wisconsin:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Wyoming:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.


CPD Jurisdictions

British Columbia (CPD-BC):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “real-time” credit. There is no limit to the number of credits an attorney can earn via real-time programs.

Ontario (CPD-ON):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “interactive” credit. There is no limit to the number of credits an attorney can earn via interactive programs.

Quebec (CPD-QC):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) can fulfill Quebec’s CPD requirements.

Hong Kong (CPD-HK):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of points an attorney can earn via live groupcasts.

United Kingdom (CPD-UK):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) can fulfill the United Kingdom’s CPD requirements.

Australia (CPD-AUS):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill Australia’s CPD requirements. Credit limits for live groupcasts vary according to jurisdiction. Please refer to your jurisdiction’s CPD information page for specifics.


Other Credit Types

CPE Credit (NASBA):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “Group-Live delivery” credit.

IRS Continuing Education (IRS-CE):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill IRS-CE requirements. To request IRS-CE credit, please notify PLI at plicredits@pli.edu of your request and include your Preparer Tax Identification Number (PTIN).

Certified Fraud Examiner CPE:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill Certified Fraud Examiner CPE requirements. To request CPE credit or find out which programs offer CPE, please contact PLI at plicredits@pli.edu.

IAPP Continuing Privacy Credit (CPE):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill Privacy CPE credit requirements.

HR Recertification (HRCI):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill HR credit requirements.

SHRM Recertification (SHRM):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as "instructor-led" credit. There is no limit to the number of credits an SHRM professional can earn via instructor-led programs.

Compliance Certification Board (CCB):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” training events. There is no limit to the number of credits a candidate or certification holder can earn via live groupcasts.

Certified Anti-Money Laundering Specialists (CAMS):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill CAMS credit requirements.

New York State Social Worker Continuing Education (SW CPE):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill SW CPE credit requirements.

 

Why You Should Attend

“Please describe your firm’s experience with project management.”
“Explain how your firm will manage our matters using legal project management.”
“Please provide examples of how your firm will apply project management techniques to our matters.”

These are just a few examples of language that is appearing recently in virtually all RFPs.  The implications of this language impact both law firms and legal departments.  Both in-house and outside counsel are expected to manage their matters efficiently and keep legal costs to a minimum.  The most effective way to accomplish this – while still maintaining high levels of quality and appropriate risk management – is through the use of legal project management techniques.

Lawyers today face increasing pressure to be efficient, handle matters effectively, and produce quality work product and service.  They must also utilize appropriate risk management practices and meet the ever-growing number of compliance requirements in many areas of law.  These expectations, along with the 24/7 service demand for most businesses, result in tremendous stresses on legal professionals to manage in a more disciplined manner than in the past.  Legal project management tools and approaches provide the techniques to navigate these pressures and relieve some of the stresses of managing matters effectively. 

Legal project management encompasses valuable approaches that enable lawyers to meet or exceed client expectations, while both respecting cost reduction mandates and improving profitability.   This program will offer insights and approaches for legal project management that can be implemented in legal departments or private law practices.

What You Will Learn 

  • How project management techniques facilitate communication between lawyers and their clients
  • How to implement legal project management tools ranging from scoping to risk analysis and end-of-matter debriefs
  • How legal project management approaches and disciplines apply to all types of practices – ranging from litigation to counseling to transactional practices
  • How legal project management approaches can apply to matters of all sizes
  • How private practice lawyers can work effectively with legal operations and procurement professionals 
  • Recent success stories in legal project management at leading law firms and legal departments
  • How legal project management is evolving

Who Should Attend

Private practice lawyers – from solo practitioners to those working at the largest firms – as well as in-house teams and legal professionals who assist them will benefit from this one-day program.


PLI Group Discounts

Groups of 4-14 from the same organization, all registering at the same time, for a PLI program scheduled for presentation at the same site, are entitled to receive a group discount. For further discount information, please contact membership@pli.edu or call (800) 260-4PLI.

PLI Can Arrange Group Viewing to Your Firm

Contact the Groupcasts Department via email at groupcasts@pli.edu for more details.

Cancellations

All cancellations received 3 business days prior to the program will be refunded 100%. If you do not cancel within the allotted time period, payment is due in full. You may substitute another individual to attend the program at any time.

9:00 Opening Remarks and Introduction
Susan Raridon Lambreth, Stéphanie Hamon

9:15 Case Studies in Implementing Legal Project Management: The Continuing Evolution
  • The imperative for Legal Project Management (LPM)
  • Lessons from legal organizations using project management approaches
  • What works and doesn’t – and what that means for your matters
  • How to effectively showcase the benefits of LPM to in-house counsel
  • Measuring your return on investment from LPM

Panel Leaders: Susan Raridon Lambreth, Stéphanie Hamon
Panelists: Kevin T. Bielawski, Esther Bowers, Kimberly A. Gardner, Lynne A. Maher, Suzanne M. Wood



11:00 Networking Break

11:15 Proactive Management of Matters: Using LPM Approaches to Enhance Efficiency, Client Satisfaction and Morale
  • Using scope documents, budgets, LACI charts, communications plans and task assignment documents to keep teams on the same page and to minimize legal risk management
  • The role of legal project managers
  • Case studies: vignettes of matters off track

Panel Leader: Susan Raridon Lambreth
Panelists: Leslie Brown, Byron Kalogerou, Lynne A. Maher, Leslie Plaskon



12:30 Lunch

1:30 Getting Partners on Board to Use and Champion LPM
  • Driving adoption with motivators like client demand, increasing market share, reduced write offs, internal controls
  • Identifying champions and innovators
  • Insuring positive results - client feedback, reduced costs, reduced write offs

Panel Leader: Susan Raridon Lambreth
Panelists: Stéphanie Hamon, Gregory H. Lantier, Tim O’Leary, Scott W. Pedigo, Leslie Plaskon, Suzanne M. Wood



2:45 Networking Break

3:00 Legal Process Improvement: A Natural Outgrowth from LPM
  • What is Legal Process Improvement (LPI)?
  • How does LPI differ from LPM?  How can LPM support LPI?
  • Evolution of LPI Implementation in law firms
  • When does the investment of LPI provide ROI?
  • Case study exercise (practical demonstration of process mapping and identifying improvement opportunities)

Leah Guggenheimer, Carla Landry



4:00 Partnering Inside and Outside Counsel: Using LPM to Enhance Efficiency with Outside Counsel and In-House Professionals
  • What exactly are we talking about when we say “enhance efficiency?”
  • What LPM approaches do inside counsel want their outside counsel to use?
  • Understanding the role of legal operations and procurement professionals in driving law firm efficiency and quality
  • Importance of guideline compliance, cost prediction and proactive communication

Panel Leader: Susan Raridon Lambreth
Panelists: Kevin T. Bielawski, Leslie Brown, Stéphanie Hamon, Byron Kalogerou, Bryon Koepke, Silvia Hodges Silverstein



5:15 Closing: Next Phase in the Evolution of Legal Project Management
Susan Raridon Lambreth

5:30 Adjourn

Co-Chair(s)
Stephanie Hamon ~ Head of Commercial Management, Managing Director, Barclays
Susan Raridon Lambreth ~ Principal, LawVision Group
Speaker(s)
Kevin Bielawski ~ Husch Blackwell LLP
Esther Bowers ~ Director of Client Service Initiatives, Barnes & Thornburg LLP
Leslie F. Brown ~ Head of Legal Project Management – Americas , Hogan Lovells US LLP
Kimberly A. Gardner ~ Executive Director, Shearman & Sterling LLP
Leah Guggenheimer ~ Chief Process & Innovation Officer, BURFORD CAPITAL
Byron Kalogerou ~ McDermott Will & Emery LLP
Bryon L Koepke ~ Senior Vice President and Chief Securities Counsel, Avis Budget Group Inc
Carla Landry ~ LawVision Group LLC
Gregory H. Lantier ~ WilmerHale
Lynne A. Maher ~ Senior Manager, Legal Project Management, Hunton & Williams LLP
Timothy O'Leary ~ Sandberg Phoenix & Von Gontard P.C.
Scott Pedigo ~ Office Managing Shareholder, Baker Donelson
Leslie Plaskon ~ Paul Hastings LLP
Silvia Hodges Silverstein ~ Executive Director, Buying Legal Counsel
Suzanne M. Wood ~ National Director, Legal Project Manager, Norton Rose Fulbright
Program Attorney(s)
Meghan Carney Cavagnaro ~ Senior Program Attorney, Practising Law Institute
New Jersey Groupcast Location

New Jersey Institute for Continuing Legal Education, One Constitution Square, New Brunswick, NJ 08901-1520. 732-249-5100.

General credit information about this format appears below. For credit information specific to this program, please choose your jurisdiction(s) in the Credit Information box on the right-hand side of this page.


U.S. MCLE States

Alabama:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Alaska:  All PLI products can fulfill Alaska’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Arizona:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “interactive CLE” credit. There is no limit to the number of credits an attorney can earn via interactive CLE programs.

Arkansas:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

California:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “participatory” credit. There is no limit to the number of credits an attorney can earn via participatory programs.

Colorado:  All PLI products can fulfill Colorado’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Connecticut: Effective January 1, 2017, all PLI products can fulfill Connecticut’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Delaware:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Florida:  All PLI products can fulfill Florida’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Georgia:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Hawaii:  All PLI products can fulfill Hawaii’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Idaho:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Illinois:  All PLI products can fulfill Illinois' CLE requirements for experienced attorneys. There is no limit to the number of credits an attorney can earn via PLI products.

Indiana:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Iowa:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Kansas:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live programs.

Kentucky:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Louisiana:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Maine:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Minnesota:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Mississippi:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “distance learning” credit. Attorneys are limited to 6 credits of distance learning per reporting period.

Missouri:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Montana:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Nebraska:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Nevada:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

New Hampshire:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

New Jersey:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “alternative verifiable learning formats” credit. Attorneys are limited to 12 credits of alternative verifiable learning formats per reporting period.

New Mexico:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

New York

Experienced Attorneys:  All PLI products can fulfill New York’s CLE requirements for experienced attorneys. There is no limit to the number of credits an attorney can earn via PLI products.

Newly Admitted Attorneys:  PLI’s transitional live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) can be used to fulfill the requirements for New York newly admitted attorneys. Ethics credit, professional practice credit, and law practice management credit may be earned via transitional live groupcasts. Skills credits may not be earned via live groupcasts.

North Carolina:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

North Dakota:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Ohio:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Oklahoma:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Oregon:  All PLI products can fulfill Oregon’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Pennsylvania:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Puerto Rico:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Rhode Island:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

South Carolina:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Tennessee:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Texas:  All PLI products can fulfill Texas’ CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Utah:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “self-study” credit. Attorneys are limited to 12 credits of self-study per reporting period.

Vermont:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Virgin Islands:  All PLI products can fulfill the Virgin Islands’ CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Virginia:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live interactive” credit. There is no limit to the number of credits an attorney can earn via live interactive programs.

Washington:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

West Virginia:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Wisconsin:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Wyoming:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.


CPD Jurisdictions

British Columbia (CPD-BC):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “real-time” credit. There is no limit to the number of credits an attorney can earn via real-time programs.

Ontario (CPD-ON):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “interactive” credit. There is no limit to the number of credits an attorney can earn via interactive programs.

Quebec (CPD-QC):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) can fulfill Quebec’s CPD requirements.

Hong Kong (CPD-HK):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of points an attorney can earn via live groupcasts.

United Kingdom (CPD-UK):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) can fulfill the United Kingdom’s CPD requirements.

Australia (CPD-AUS):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill Australia’s CPD requirements. Credit limits for live groupcasts vary according to jurisdiction. Please refer to your jurisdiction’s CPD information page for specifics.


Other Credit Types

CPE Credit (NASBA):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “Group-Live delivery” credit.

IRS Continuing Education (IRS-CE):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill IRS-CE requirements. To request IRS-CE credit, please notify PLI at plicredits@pli.edu of your request and include your Preparer Tax Identification Number (PTIN).

Certified Fraud Examiner CPE:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill Certified Fraud Examiner CPE requirements. To request CPE credit or find out which programs offer CPE, please contact PLI at plicredits@pli.edu.

IAPP Continuing Privacy Credit (CPE):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill Privacy CPE credit requirements.

HR Recertification (HRCI):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill HR credit requirements.

SHRM Recertification (SHRM):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as "instructor-led" credit. There is no limit to the number of credits an SHRM professional can earn via instructor-led programs.

Compliance Certification Board (CCB):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” training events. There is no limit to the number of credits a candidate or certification holder can earn via live groupcasts.

Certified Anti-Money Laundering Specialists (CAMS):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill CAMS credit requirements.

New York State Social Worker Continuing Education (SW CPE):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill SW CPE credit requirements.

 

Why You Should Attend

“Please describe your firm’s experience with project management.”
“Explain how your firm will manage our matters using legal project management.”
“Please provide examples of how your firm will apply project management techniques to our matters.”

These are just a few examples of language that is appearing recently in virtually all RFPs.  The implications of this language impact both law firms and legal departments.  Both in-house and outside counsel are expected to manage their matters efficiently and keep legal costs to a minimum.  The most effective way to accomplish this – while still maintaining high levels of quality and appropriate risk management – is through the use of legal project management techniques.

Lawyers today face increasing pressure to be efficient, handle matters effectively, and produce quality work product and service.  They must also utilize appropriate risk management practices and meet the ever-growing number of compliance requirements in many areas of law.  These expectations, along with the 24/7 service demand for most businesses, result in tremendous stresses on legal professionals to manage in a more disciplined manner than in the past.  Legal project management tools and approaches provide the techniques to navigate these pressures and relieve some of the stresses of managing matters effectively. 

Legal project management encompasses valuable approaches that enable lawyers to meet or exceed client expectations, while both respecting cost reduction mandates and improving profitability.   This program will offer insights and approaches for legal project management that can be implemented in legal departments or private law practices.

What You Will Learn 

  • How project management techniques facilitate communication between lawyers and their clients
  • How to implement legal project management tools ranging from scoping to risk analysis and end-of-matter debriefs
  • How legal project management approaches and disciplines apply to all types of practices – ranging from litigation to counseling to transactional practices
  • How legal project management approaches can apply to matters of all sizes
  • How private practice lawyers can work effectively with legal operations and procurement professionals 
  • Recent success stories in legal project management at leading law firms and legal departments
  • How legal project management is evolving

Who Should Attend

Private practice lawyers – from solo practitioners to those working at the largest firms – as well as in-house teams and legal professionals who assist them will benefit from this one-day program.


PLI Group Discounts

Groups of 4-14 from the same organization, all registering at the same time, for a PLI program scheduled for presentation at the same site, are entitled to receive a group discount. For further discount information, please contact membership@pli.edu or call (800) 260-4PLI.

PLI Can Arrange Group Viewing to Your Firm

Contact the Groupcasts Department via email at groupcasts@pli.edu for more details.

Cancellations

All cancellations received 3 business days prior to the program will be refunded 100%. If you do not cancel within the allotted time period, payment is due in full. You may substitute another individual to attend the program at any time.

9:00 Opening Remarks and Introduction
Susan Raridon Lambreth, Stéphanie Hamon

9:15 Case Studies in Implementing Legal Project Management: The Continuing Evolution
  • The imperative for Legal Project Management (LPM)
  • Lessons from legal organizations using project management approaches
  • What works and doesn’t – and what that means for your matters
  • How to effectively showcase the benefits of LPM to in-house counsel
  • Measuring your return on investment from LPM

Panel Leaders: Susan Raridon Lambreth, Stéphanie Hamon
Panelists: Kevin T. Bielawski, Esther Bowers, Kimberly A. Gardner, Lynne A. Maher, Suzanne M. Wood



11:00 Networking Break

11:15 Proactive Management of Matters: Using LPM Approaches to Enhance Efficiency, Client Satisfaction and Morale
  • Using scope documents, budgets, LACI charts, communications plans and task assignment documents to keep teams on the same page and to minimize legal risk management
  • The role of legal project managers
  • Case studies: vignettes of matters off track

Panel Leader: Susan Raridon Lambreth
Panelists: Leslie Brown, Byron Kalogerou, Lynne A. Maher, Leslie Plaskon



12:30 Lunch

1:30 Getting Partners on Board to Use and Champion LPM
  • Driving adoption with motivators like client demand, increasing market share, reduced write offs, internal controls
  • Identifying champions and innovators
  • Insuring positive results - client feedback, reduced costs, reduced write offs

Panel Leader: Susan Raridon Lambreth
Panelists: Stéphanie Hamon, Gregory H. Lantier, Tim O’Leary, Scott W. Pedigo, Leslie Plaskon, Suzanne M. Wood



2:45 Networking Break

3:00 Legal Process Improvement: A Natural Outgrowth from LPM
  • What is Legal Process Improvement (LPI)?
  • How does LPI differ from LPM?  How can LPM support LPI?
  • Evolution of LPI Implementation in law firms
  • When does the investment of LPI provide ROI?
  • Case study exercise (practical demonstration of process mapping and identifying improvement opportunities)

Leah Guggenheimer, Carla Landry



4:00 Partnering Inside and Outside Counsel: Using LPM to Enhance Efficiency with Outside Counsel and In-House Professionals
  • What exactly are we talking about when we say “enhance efficiency?”
  • What LPM approaches do inside counsel want their outside counsel to use?
  • Understanding the role of legal operations and procurement professionals in driving law firm efficiency and quality
  • Importance of guideline compliance, cost prediction and proactive communication

Panel Leader: Susan Raridon Lambreth
Panelists: Kevin T. Bielawski, Leslie Brown, Stéphanie Hamon, Byron Kalogerou, Bryon Koepke, Silvia Hodges Silverstein



5:15 Closing: Next Phase in the Evolution of Legal Project Management
Susan Raridon Lambreth

5:30 Adjourn

Co-Chair(s)
Stephanie Hamon ~ Head of Commercial Management, Managing Director, Barclays
Susan Raridon Lambreth ~ Principal, LawVision Group
Speaker(s)
Kevin Bielawski ~ Husch Blackwell LLP
Esther Bowers ~ Director of Client Service Initiatives, Barnes & Thornburg LLP
Leslie F. Brown ~ Head of Legal Project Management – Americas , Hogan Lovells US LLP
Kimberly A. Gardner ~ Executive Director, Shearman & Sterling LLP
Leah Guggenheimer ~ Chief Process & Innovation Officer, BURFORD CAPITAL
Byron Kalogerou ~ McDermott Will & Emery LLP
Bryon L Koepke ~ Senior Vice President and Chief Securities Counsel, Avis Budget Group Inc
Carla Landry ~ LawVision Group LLC
Gregory H. Lantier ~ WilmerHale
Lynne A. Maher ~ Senior Manager, Legal Project Management, Hunton & Williams LLP
Timothy O'Leary ~ Sandberg Phoenix & Von Gontard P.C.
Scott Pedigo ~ Office Managing Shareholder, Baker Donelson
Leslie Plaskon ~ Paul Hastings LLP
Silvia Hodges Silverstein ~ Executive Director, Buying Legal Counsel
Suzanne M. Wood ~ National Director, Legal Project Manager, Norton Rose Fulbright
Program Attorney(s)
Meghan Carney Cavagnaro ~ Senior Program Attorney, Practising Law Institute
Atlanta Groupcast Location

Atlanta Bar Association, 400 International Tower, 229 Peachtree Street, NE, Atlanta, GA 30303-1601. (404) 521-0781.

General credit information about this format appears below. For credit information specific to this program, please choose your jurisdiction(s) in the Credit Information box on the right-hand side of this page.


U.S. MCLE States

Alabama:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Alaska:  All PLI products can fulfill Alaska’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Arizona:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “interactive CLE” credit. There is no limit to the number of credits an attorney can earn via interactive CLE programs.

Arkansas:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

California:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “participatory” credit. There is no limit to the number of credits an attorney can earn via participatory programs.

Colorado:  All PLI products can fulfill Colorado’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Connecticut: Effective January 1, 2017, all PLI products can fulfill Connecticut’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Delaware:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Florida:  All PLI products can fulfill Florida’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Georgia:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Hawaii:  All PLI products can fulfill Hawaii’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Idaho:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Illinois:  All PLI products can fulfill Illinois' CLE requirements for experienced attorneys. There is no limit to the number of credits an attorney can earn via PLI products.

Indiana:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Iowa:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Kansas:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live programs.

Kentucky:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Louisiana:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Maine:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Minnesota:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Mississippi:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “distance learning” credit. Attorneys are limited to 6 credits of distance learning per reporting period.

Missouri:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Montana:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Nebraska:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Nevada:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

New Hampshire:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

New Jersey:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “alternative verifiable learning formats” credit. Attorneys are limited to 12 credits of alternative verifiable learning formats per reporting period.

New Mexico:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

New York

Experienced Attorneys:  All PLI products can fulfill New York’s CLE requirements for experienced attorneys. There is no limit to the number of credits an attorney can earn via PLI products.

Newly Admitted Attorneys:  PLI’s transitional live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) can be used to fulfill the requirements for New York newly admitted attorneys. Ethics credit, professional practice credit, and law practice management credit may be earned via transitional live groupcasts. Skills credits may not be earned via live groupcasts.

North Carolina:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

North Dakota:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Ohio:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Oklahoma:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Oregon:  All PLI products can fulfill Oregon’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Pennsylvania:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Puerto Rico:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Rhode Island:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

South Carolina:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Tennessee:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Texas:  All PLI products can fulfill Texas’ CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Utah:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “self-study” credit. Attorneys are limited to 12 credits of self-study per reporting period.

Vermont:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Virgin Islands:  All PLI products can fulfill the Virgin Islands’ CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Virginia:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live interactive” credit. There is no limit to the number of credits an attorney can earn via live interactive programs.

Washington:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

West Virginia:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Wisconsin:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Wyoming:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.


CPD Jurisdictions

British Columbia (CPD-BC):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “real-time” credit. There is no limit to the number of credits an attorney can earn via real-time programs.

Ontario (CPD-ON):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “interactive” credit. There is no limit to the number of credits an attorney can earn via interactive programs.

Quebec (CPD-QC):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) can fulfill Quebec’s CPD requirements.

Hong Kong (CPD-HK):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of points an attorney can earn via live groupcasts.

United Kingdom (CPD-UK):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) can fulfill the United Kingdom’s CPD requirements.

Australia (CPD-AUS):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill Australia’s CPD requirements. Credit limits for live groupcasts vary according to jurisdiction. Please refer to your jurisdiction’s CPD information page for specifics.


Other Credit Types

CPE Credit (NASBA):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “Group-Live delivery” credit.

IRS Continuing Education (IRS-CE):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill IRS-CE requirements. To request IRS-CE credit, please notify PLI at plicredits@pli.edu of your request and include your Preparer Tax Identification Number (PTIN).

Certified Fraud Examiner CPE:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill Certified Fraud Examiner CPE requirements. To request CPE credit or find out which programs offer CPE, please contact PLI at plicredits@pli.edu.

IAPP Continuing Privacy Credit (CPE):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill Privacy CPE credit requirements.

HR Recertification (HRCI):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill HR credit requirements.

SHRM Recertification (SHRM):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as "instructor-led" credit. There is no limit to the number of credits an SHRM professional can earn via instructor-led programs.

Compliance Certification Board (CCB):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” training events. There is no limit to the number of credits a candidate or certification holder can earn via live groupcasts.

Certified Anti-Money Laundering Specialists (CAMS):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill CAMS credit requirements.

New York State Social Worker Continuing Education (SW CPE):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill SW CPE credit requirements.

 

Why You Should Attend

“Please describe your firm’s experience with project management.”
“Explain how your firm will manage our matters using legal project management.”
“Please provide examples of how your firm will apply project management techniques to our matters.”

These are just a few examples of language that is appearing recently in virtually all RFPs.  The implications of this language impact both law firms and legal departments.  Both in-house and outside counsel are expected to manage their matters efficiently and keep legal costs to a minimum.  The most effective way to accomplish this – while still maintaining high levels of quality and appropriate risk management – is through the use of legal project management techniques.

Lawyers today face increasing pressure to be efficient, handle matters effectively, and produce quality work product and service.  They must also utilize appropriate risk management practices and meet the ever-growing number of compliance requirements in many areas of law.  These expectations, along with the 24/7 service demand for most businesses, result in tremendous stresses on legal professionals to manage in a more disciplined manner than in the past.  Legal project management tools and approaches provide the techniques to navigate these pressures and relieve some of the stresses of managing matters effectively. 

Legal project management encompasses valuable approaches that enable lawyers to meet or exceed client expectations, while both respecting cost reduction mandates and improving profitability.   This program will offer insights and approaches for legal project management that can be implemented in legal departments or private law practices.

What You Will Learn 

  • How project management techniques facilitate communication between lawyers and their clients
  • How to implement legal project management tools ranging from scoping to risk analysis and end-of-matter debriefs
  • How legal project management approaches and disciplines apply to all types of practices – ranging from litigation to counseling to transactional practices
  • How legal project management approaches can apply to matters of all sizes
  • How private practice lawyers can work effectively with legal operations and procurement professionals 
  • Recent success stories in legal project management at leading law firms and legal departments
  • How legal project management is evolving

Who Should Attend

Private practice lawyers – from solo practitioners to those working at the largest firms – as well as in-house teams and legal professionals who assist them will benefit from this one-day program.


PLI Group Discounts

Groups of 4-14 from the same organization, all registering at the same time, for a PLI program scheduled for presentation at the same site, are entitled to receive a group discount. For further discount information, please contact membership@pli.edu or call (800) 260-4PLI.

PLI Can Arrange Group Viewing to Your Firm

Contact the Groupcasts Department via email at groupcasts@pli.edu for more details.

Cancellations

All cancellations received 3 business days prior to the program will be refunded 100%. If you do not cancel within the allotted time period, payment is due in full. You may substitute another individual to attend the program at any time.

9:00 Opening Remarks and Introduction
Susan Raridon Lambreth, Stéphanie Hamon

9:15 Case Studies in Implementing Legal Project Management: The Continuing Evolution
  • The imperative for Legal Project Management (LPM)
  • Lessons from legal organizations using project management approaches
  • What works and doesn’t – and what that means for your matters
  • How to effectively showcase the benefits of LPM to in-house counsel
  • Measuring your return on investment from LPM

Panel Leaders: Susan Raridon Lambreth, Stéphanie Hamon
Panelists: Kevin T. Bielawski, Esther Bowers, Kimberly A. Gardner, Lynne A. Maher, Suzanne M. Wood



11:00 Networking Break

11:15 Proactive Management of Matters: Using LPM Approaches to Enhance Efficiency, Client Satisfaction and Morale
  • Using scope documents, budgets, LACI charts, communications plans and task assignment documents to keep teams on the same page and to minimize legal risk management
  • The role of legal project managers
  • Case studies: vignettes of matters off track

Panel Leader: Susan Raridon Lambreth
Panelists: Leslie Brown, Byron Kalogerou, Lynne A. Maher, Leslie Plaskon



12:30 Lunch

1:30 Getting Partners on Board to Use and Champion LPM
  • Driving adoption with motivators like client demand, increasing market share, reduced write offs, internal controls
  • Identifying champions and innovators
  • Insuring positive results - client feedback, reduced costs, reduced write offs

Panel Leader: Susan Raridon Lambreth
Panelists: Stéphanie Hamon, Gregory H. Lantier, Tim O’Leary, Scott W. Pedigo, Leslie Plaskon, Suzanne M. Wood



2:45 Networking Break

3:00 Legal Process Improvement: A Natural Outgrowth from LPM
  • What is Legal Process Improvement (LPI)?
  • How does LPI differ from LPM?  How can LPM support LPI?
  • Evolution of LPI Implementation in law firms
  • When does the investment of LPI provide ROI?
  • Case study exercise (practical demonstration of process mapping and identifying improvement opportunities)

Leah Guggenheimer, Carla Landry



4:00 Partnering Inside and Outside Counsel: Using LPM to Enhance Efficiency with Outside Counsel and In-House Professionals
  • What exactly are we talking about when we say “enhance efficiency?”
  • What LPM approaches do inside counsel want their outside counsel to use?
  • Understanding the role of legal operations and procurement professionals in driving law firm efficiency and quality
  • Importance of guideline compliance, cost prediction and proactive communication

Panel Leader: Susan Raridon Lambreth
Panelists: Kevin T. Bielawski, Leslie Brown, Stéphanie Hamon, Byron Kalogerou, Bryon Koepke, Silvia Hodges Silverstein



5:15 Closing: Next Phase in the Evolution of Legal Project Management
Susan Raridon Lambreth

5:30 Adjourn

Co-Chair(s)
Stephanie Hamon ~ Head of Commercial Management, Managing Director, Barclays
Susan Raridon Lambreth ~ Principal, LawVision Group
Speaker(s)
Kevin Bielawski ~ Husch Blackwell LLP
Esther Bowers ~ Director of Client Service Initiatives, Barnes & Thornburg LLP
Leslie F. Brown ~ Head of Legal Project Management – Americas , Hogan Lovells US LLP
Kimberly A. Gardner ~ Executive Director, Shearman & Sterling LLP
Leah Guggenheimer ~ Chief Process & Innovation Officer, BURFORD CAPITAL
Byron Kalogerou ~ McDermott Will & Emery LLP
Bryon L Koepke ~ Senior Vice President and Chief Securities Counsel, Avis Budget Group Inc
Carla Landry ~ LawVision Group LLC
Gregory H. Lantier ~ WilmerHale
Lynne A. Maher ~ Senior Manager, Legal Project Management, Hunton & Williams LLP
Timothy O'Leary ~ Sandberg Phoenix & Von Gontard P.C.
Scott Pedigo ~ Office Managing Shareholder, Baker Donelson
Leslie Plaskon ~ Paul Hastings LLP
Silvia Hodges Silverstein ~ Executive Director, Buying Legal Counsel
Suzanne M. Wood ~ National Director, Legal Project Manager, Norton Rose Fulbright
Program Attorney(s)
Meghan Carney Cavagnaro ~ Senior Program Attorney, Practising Law Institute
Cleveland Groupcast Location

The Cleveland Metropolitan Bar Association, 1375 E. 9th Street – Floor 2, Cleveland, Ohio 44114. 216-696-2404.

General credit information about this format appears below. For credit information specific to this program, please choose your jurisdiction(s) in the Credit Information box on the right-hand side of this page.


U.S. MCLE States

Alabama:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Alaska:  All PLI products can fulfill Alaska’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Arizona:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “interactive CLE” credit. There is no limit to the number of credits an attorney can earn via interactive CLE programs.

Arkansas:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

California:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “participatory” credit. There is no limit to the number of credits an attorney can earn via participatory programs.

Colorado:  All PLI products can fulfill Colorado’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Connecticut: Effective January 1, 2017, all PLI products can fulfill Connecticut’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Delaware:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Florida:  All PLI products can fulfill Florida’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Georgia:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Hawaii:  All PLI products can fulfill Hawaii’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Idaho:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Illinois:  All PLI products can fulfill Illinois' CLE requirements for experienced attorneys. There is no limit to the number of credits an attorney can earn via PLI products.

Indiana:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Iowa:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Kansas:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live programs.

Kentucky:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Louisiana:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Maine:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Minnesota:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Mississippi:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “distance learning” credit. Attorneys are limited to 6 credits of distance learning per reporting period.

Missouri:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Montana:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Nebraska:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Nevada:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

New Hampshire:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

New Jersey:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “alternative verifiable learning formats” credit. Attorneys are limited to 12 credits of alternative verifiable learning formats per reporting period.

New Mexico:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

New York

Experienced Attorneys:  All PLI products can fulfill New York’s CLE requirements for experienced attorneys. There is no limit to the number of credits an attorney can earn via PLI products.

Newly Admitted Attorneys:  PLI’s transitional live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) can be used to fulfill the requirements for New York newly admitted attorneys. Ethics credit, professional practice credit, and law practice management credit may be earned via transitional live groupcasts. Skills credits may not be earned via live groupcasts.

North Carolina:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

North Dakota:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Ohio:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Oklahoma:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Oregon:  All PLI products can fulfill Oregon’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Pennsylvania:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Puerto Rico:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Rhode Island:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

South Carolina:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Tennessee:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Texas:  All PLI products can fulfill Texas’ CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Utah:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “self-study” credit. Attorneys are limited to 12 credits of self-study per reporting period.

Vermont:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Virgin Islands:  All PLI products can fulfill the Virgin Islands’ CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Virginia:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live interactive” credit. There is no limit to the number of credits an attorney can earn via live interactive programs.

Washington:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

West Virginia:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Wisconsin:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Wyoming:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.


CPD Jurisdictions

British Columbia (CPD-BC):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “real-time” credit. There is no limit to the number of credits an attorney can earn via real-time programs.

Ontario (CPD-ON):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “interactive” credit. There is no limit to the number of credits an attorney can earn via interactive programs.

Quebec (CPD-QC):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) can fulfill Quebec’s CPD requirements.

Hong Kong (CPD-HK):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of points an attorney can earn via live groupcasts.

United Kingdom (CPD-UK):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) can fulfill the United Kingdom’s CPD requirements.

Australia (CPD-AUS):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill Australia’s CPD requirements. Credit limits for live groupcasts vary according to jurisdiction. Please refer to your jurisdiction’s CPD information page for specifics.


Other Credit Types

CPE Credit (NASBA):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “Group-Live delivery” credit.

IRS Continuing Education (IRS-CE):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill IRS-CE requirements. To request IRS-CE credit, please notify PLI at plicredits@pli.edu of your request and include your Preparer Tax Identification Number (PTIN).

Certified Fraud Examiner CPE:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill Certified Fraud Examiner CPE requirements. To request CPE credit or find out which programs offer CPE, please contact PLI at plicredits@pli.edu.

IAPP Continuing Privacy Credit (CPE):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill Privacy CPE credit requirements.

HR Recertification (HRCI):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill HR credit requirements.

SHRM Recertification (SHRM):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as "instructor-led" credit. There is no limit to the number of credits an SHRM professional can earn via instructor-led programs.

Compliance Certification Board (CCB):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” training events. There is no limit to the number of credits a candidate or certification holder can earn via live groupcasts.

Certified Anti-Money Laundering Specialists (CAMS):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill CAMS credit requirements.

New York State Social Worker Continuing Education (SW CPE):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill SW CPE credit requirements.

 

Related Items

On-Demand  On-Demand Programs

Project Management for Lawyers 2017 Feb. 6, 2017

Handbook  Course Handbook Archive

Project Management for Lawyers 2018  
Project Management for Lawyers 2017 Christopher G Sweet, JP Morgan
Susan Raridon Lambreth, LawVision Group
Mary Shen O'Carroll, Google
 
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