Seminar  Program

Project Management for Lawyers 2019


Select a Location:

Why You Should Attend

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. 

Ultimately, many lawyers are discovering that one of the best ways to improve client relationships, enhance the efficiency of their work and increase teamwork and collaboration is with the use of legal project management approaches.  In fact, legal project management is a key approach to meet the expectations of today’s clients for effective legal “service delivery”.   Service delivery or delivery capability is the deployment of legal expertise, technology, and process to solve client challenges.  Increasingly, clients expect more than just the right level of legal expertise.  It is this service delivery differentiation that has become a part of the strategy of many firms that are leaders in LPM.  Heads of legal organizations or the LPM initiatives within them recognize that differentiation is more than a function of your practice mix, your geographic footprint and the quality of your lawyers. 

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 immediately. 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.

 

What You Will Learn  

  • The return on investment from implementing legal project management approaches and programs
  • 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 and all sizes of matters – ranging from litigation to counseling to transactional practices
  • How private practice lawyers can work effectively with legal operations professionals
  • Recent success stories in legal project management at leading law firms and legal departments
  • The next steps in implementing legal project management – beyond the basics

 

Credit Available: CLE and CPD


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.

8:30 Networking Breakfast (Networking Breakfast only available at NY live program)

9:00 Opening Remarks

Susan Raridon Lambreth, Rebecca H. Benavides



9:15 Success Stories in Legal Project Management: New Approaches for Managing Matters and Changing Cultures
  • Lessons from legal organizations using project management approaches
  • Best practices for collaboration with other law firm and legal department resources (pricing, procurement, technology, business development, practice management)
  • Getting buy-in to manage matters more proactively
  • Demonstrating a return on investment from LPM initiatives
  • Using LPM for competitive advantage and enhanced performance – how LPM can be part of the value proposition and differentiation

Panel Leaders: Susan Raridon Lambreth, Rebecca H. Benavides
Speakers: Barbara Larson, Megan V. Panchella, Shea Twomey-Meuse, Mark Van Blargan



10:15 Networking Break

10:30 LPM in Action – Using LPM Techniques at the Matter Level
  • 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
  • Case studies/interactive exercises with vignettes – how to use LPM approaches to get matters back on track or prevent issues

Panel Leader: Susan Raridon Lambreth
Speakers: David Alkins, Janelle Eveland Belling, John E. Duggan, Bree L. Johnson



11:45 Applying LPM in Smaller Legal Departments and Law Firms – It Applies to All Types of Law Practice, Large or Small
  • Why bother implementing LPM when you don’t feel the pressure to do so
  • Getting started with limited resources
  • Scaling LPM approaches for smaller organizations and matters
  • Finding cost-effective ways to implement LPM techniques into your matters

Panel Leader: Carla Landry
Speakers:  Adrian R. Gardner, Tim O’Leary, James Shoemaker, Mark Van Blargan



12:45 Lunch

1:45 A Day in the Life of a Legal Project Manager
  • What does a legal project manager do
  • How does it intersect with practicing lawyer roles on a matter team
  • A “day in the life” of a legal project manager – what are the common functions/roles, what challenges do they navigate and more

Panel Leader: Susan Raridon Lambreth
Speakers: John E. Duggan, Caitlin Parker, Megan V. Panchella, Anthony Widdop, 



2:45 Networking Break

3:00 Client-Law Firm Collaboration – Partnering Inside and Outside Counsel
  • Case studies of law firms and legal departments partnering to enhance the relationship overall
  • Working collaboratively to develop approaches to drive greater efficiency and effective matter management
  • The changing expectations of in-house legal teams – from in-house counsel to legal operations and procurement professionals

Panel Leader: Susan Raridon Lambreth
Speakers: Rebecca H. Benavides, Janelle Eveland Belling, Megan V. Panchella, Jaimee B. Farrer, Sheila Kennedy, Aaron Kotok, Shea Twomey-Meuse



4:15 Developing an Effective Budget
  • Budgets as a must-have tool to manage legal matters - on time, on budget and no surprises
  • Setting expectations between client and firm
  • Creating clear and agreed-upon assumptions as the foundation for early detection of material changes
  • Exercise: building a budget using a template

Panel Leader: Susan Raridon Lambreth
Speakers: David Alkins, Natasha Edlow, Erica Godwin, Bree L. Johnson, Caitlin Parker, James Shoemaker



5:15 Closing: The Next Phase in the Evolution of Legal Project Management

Susan Raridon Lambreth, Rebecca H. Benavides



5:30 Adjourn

Co-Chair(s)
Rebecca H. Benavides ~ Director of Legal Business, Microsoft Corporation
Susan Raridon Lambreth ~ Principal, LawVision Group
Speaker(s)
David Alkins ~ Director of Matter Planning, Nixon Peabody LLP
Janelle Eveland Belling ~ Director of Legal Project Management, Perkins Coie LLP
John E. Duggan ~ Seyfarth Shaw LLP
Natasha Edlow ~ Director of Pricing Analytics & Project Management, Covington & Burling LLP
Jaimee B. Farrer ~ Managing Attorney, Global External Legal Relations, GSK
Adrian R. Gardner ~ General Counsel , Maryland-National Capital Park and Planning Commission
Erica Godwin ~ Legal Project Management Global Regulatory Practice Group Lead, Hogan Lovells US LLP
Bree L. Johnson ~ Chief Strategy, Pricing & Legal Project, Robins Kaplan LLP
Sheila Kennedy ~ Senior Director, Legal Operations, Medtronic, Inc
Aaron Kotok ~ Managing Director, AdvanceLaw
Carla Landry ~ Senior Consultant, LawVision Group LLC
Barbara Larson ~ Director, Legal Operations, Medtronic, Inc
Timothy O'Leary ~ Shareholder, Sandberg Phoenix & Von Gontard P.C.
Megan V. Panchella ~ Legal Project Manager, Reed Smith LLP
Caitlin Parker ~ Legal Project Manager, Sullivan & Cromwell LLP
James Shoemaker ~ Director of Pricing and Matter Management, Miles & Stockbridge PC
Shea Twomey-Meuse ~ Director, Matter Management Services, WilmerHale
Mark Van Blargan ~ Member, Management Committee, Member in Charge of Innovation, McNees Wallace & Nurick
Anthony Widdop ~ Global Head, Legal Project Management, Shearman & Sterling LLP
Program Attorney(s)
Dana M. Berman ~ 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 (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 Corporate Rate ID 786839408. In addition, you can book online at PLI Muse Hotel

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. In addition, you can book online at PLI Millennium Hotel .

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

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

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

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.

Alberta (CPD-ALBERTA):  All PLI products can fulfill Alberta’s CPD requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Dubai (CLPD-DUBAI):  PLI’s live seminars may fulfill CLPD credit requirements.

Other Credit Types

CPE Credit (NASBA): PLI’s live seminars qualify as the “Group-Live” delivery method. Please check the Credit Information box on the right-hand side of this page to verify CPE credit availability.

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.

American Bankers Association Professional Certification (ABA):  PLI’s live seminars may fulfill ABA credit requirements.

Certified Financial Planners (CFP):  PLI’s live seminars may fulfill CFP credit requirements.

 

Why You Should Attend

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. 

Ultimately, many lawyers are discovering that one of the best ways to improve client relationships, enhance the efficiency of their work and increase teamwork and collaboration is with the use of legal project management approaches.  In fact, legal project management is a key approach to meet the expectations of today’s clients for effective legal “service delivery”.   Service delivery or delivery capability is the deployment of legal expertise, technology, and process to solve client challenges.  Increasingly, clients expect more than just the right level of legal expertise.  It is this service delivery differentiation that has become a part of the strategy of many firms that are leaders in LPM.  Heads of legal organizations or the LPM initiatives within them recognize that differentiation is more than a function of your practice mix, your geographic footprint and the quality of your lawyers. 

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 immediately. 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.

 

What You Will Learn  

  • The return on investment from implementing legal project management approaches and programs
  • 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 and all sizes of matters – ranging from litigation to counseling to transactional practices
  • How private practice lawyers can work effectively with legal operations professionals
  • Recent success stories in legal project management at leading law firms and legal departments
  • The next steps in implementing legal project management – beyond the basics

 

Credit Available: CLE and CPD


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.

8:30 Networking Breakfast (Networking Breakfast only available at NY live program)

9:00 Opening Remarks

Susan Raridon Lambreth, Rebecca H. Benavides



9:15 Success Stories in Legal Project Management: New Approaches for Managing Matters and Changing Cultures
  • Lessons from legal organizations using project management approaches
  • Best practices for collaboration with other law firm and legal department resources (pricing, procurement, technology, business development, practice management)
  • Getting buy-in to manage matters more proactively
  • Demonstrating a return on investment from LPM initiatives
  • Using LPM for competitive advantage and enhanced performance – how LPM can be part of the value proposition and differentiation

Panel Leaders: Susan Raridon Lambreth, Rebecca H. Benavides
Speakers: Barbara Larson, Megan V. Panchella, Shea Twomey-Meuse, Mark Van Blargan



10:15 Networking Break

10:30 LPM in Action – Using LPM Techniques at the Matter Level
  • 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
  • Case studies/interactive exercises with vignettes – how to use LPM approaches to get matters back on track or prevent issues

Panel Leader: Susan Raridon Lambreth
Speakers: David Alkins, Janelle Eveland Belling, John E. Duggan, Bree L. Johnson



11:45 Applying LPM in Smaller Legal Departments and Law Firms – It Applies to All Types of Law Practice, Large or Small
  • Why bother implementing LPM when you don’t feel the pressure to do so
  • Getting started with limited resources
  • Scaling LPM approaches for smaller organizations and matters
  • Finding cost-effective ways to implement LPM techniques into your matters

Panel Leader: Carla Landry
Speakers:  Adrian R. Gardner, Tim O’Leary, James Shoemaker, Mark Van Blargan



12:45 Lunch

1:45 A Day in the Life of a Legal Project Manager
  • What does a legal project manager do
  • How does it intersect with practicing lawyer roles on a matter team
  • A “day in the life” of a legal project manager – what are the common functions/roles, what challenges do they navigate and more

Panel Leader: Susan Raridon Lambreth
Speakers: John E. Duggan, Caitlin Parker, Megan V. Panchella, Anthony Widdop, 



2:45 Networking Break

3:00 Client-Law Firm Collaboration – Partnering Inside and Outside Counsel
  • Case studies of law firms and legal departments partnering to enhance the relationship overall
  • Working collaboratively to develop approaches to drive greater efficiency and effective matter management
  • The changing expectations of in-house legal teams – from in-house counsel to legal operations and procurement professionals

Panel Leader: Susan Raridon Lambreth
Speakers: Rebecca H. Benavides, Janelle Eveland Belling, Megan V. Panchella, Jaimee B. Farrer, Sheila Kennedy, Aaron Kotok, Shea Twomey-Meuse



4:15 Developing an Effective Budget
  • Budgets as a must-have tool to manage legal matters - on time, on budget and no surprises
  • Setting expectations between client and firm
  • Creating clear and agreed-upon assumptions as the foundation for early detection of material changes
  • Exercise: building a budget using a template

Panel Leader: Susan Raridon Lambreth
Speakers: David Alkins, Natasha Edlow, Erica Godwin, Bree L. Johnson, Caitlin Parker, James Shoemaker



5:15 Closing: The Next Phase in the Evolution of Legal Project Management

Susan Raridon Lambreth, Rebecca H. Benavides



5:30 Adjourn

Co-Chair(s)
Rebecca H. Benavides ~ Director of Legal Business, Microsoft Corporation
Susan Raridon Lambreth ~ Principal, LawVision Group
Speaker(s)
David Alkins ~ Director of Matter Planning, Nixon Peabody LLP
Janelle Eveland Belling ~ Director of Legal Project Management, Perkins Coie LLP
John E. Duggan ~ Seyfarth Shaw LLP
Natasha Edlow ~ Director of Pricing Analytics & Project Management, Covington & Burling LLP
Jaimee B. Farrer ~ Managing Attorney, Global External Legal Relations, GSK
Adrian R. Gardner ~ General Counsel , Maryland-National Capital Park and Planning Commission
Erica Godwin ~ Legal Project Management Global Regulatory Practice Group Lead, Hogan Lovells US LLP
Bree L. Johnson ~ Chief Strategy, Pricing & Legal Project, Robins Kaplan LLP
Sheila Kennedy ~ Senior Director, Legal Operations, Medtronic, Inc
Aaron Kotok ~ Managing Director, AdvanceLaw
Carla Landry ~ Senior Consultant, LawVision Group LLC
Barbara Larson ~ Director, Legal Operations, Medtronic, Inc
Timothy O'Leary ~ Shareholder, Sandberg Phoenix & Von Gontard P.C.
Megan V. Panchella ~ Legal Project Manager, Reed Smith LLP
Caitlin Parker ~ Legal Project Manager, Sullivan & Cromwell LLP
James Shoemaker ~ Director of Pricing and Matter Management, Miles & Stockbridge PC
Shea Twomey-Meuse ~ Director, Matter Management Services, WilmerHale
Mark Van Blargan ~ Member, Management Committee, Member in Charge of Innovation, McNees Wallace & Nurick
Anthony Widdop ~ Global Head, Legal Project Management, Shearman & Sterling LLP
Program Attorney(s)
Dana M. Berman ~ 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. Effective January 1, 2019, the limit of distance education per reporting period will increase from 9 to 18 credits.

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

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

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

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.

Alberta (CPD-ALBERTA):  All PLI products can fulfill Alberta’s CPD requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Dubai (CLPD-DUBAI):  PLI’s live webcasts may fulfill CLPD credit requirements.

Other Credit Types

CPE Credit (NASBA):  PLI’s live webcasts qualify as the “Group-Internet-Based” (GIB) delivery method. Please check the Credit Information box on the right-hand side of this page to verify CPE credit availability.

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.

American Bankers Association Professional Certification (ABA):  PLI’s live webcasts may fulfill ABA credit requirements.

Certified Financial Planners (CFP):  PLI’s live webcasts may fulfill CFP credit requirements.

 

Why You Should Attend

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. 

Ultimately, many lawyers are discovering that one of the best ways to improve client relationships, enhance the efficiency of their work and increase teamwork and collaboration is with the use of legal project management approaches.  In fact, legal project management is a key approach to meet the expectations of today’s clients for effective legal “service delivery”.   Service delivery or delivery capability is the deployment of legal expertise, technology, and process to solve client challenges.  Increasingly, clients expect more than just the right level of legal expertise.  It is this service delivery differentiation that has become a part of the strategy of many firms that are leaders in LPM.  Heads of legal organizations or the LPM initiatives within them recognize that differentiation is more than a function of your practice mix, your geographic footprint and the quality of your lawyers. 

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 immediately. 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.

 

What You Will Learn  

  • The return on investment from implementing legal project management approaches and programs
  • 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 and all sizes of matters – ranging from litigation to counseling to transactional practices
  • How private practice lawyers can work effectively with legal operations professionals
  • Recent success stories in legal project management at leading law firms and legal departments
  • The next steps in implementing legal project management – beyond the basics

 

Credit Available: CLE and CPD


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.

8:30 Networking Breakfast (Networking Breakfast only available at NY live program)

9:00 Opening Remarks

Susan Raridon Lambreth, Rebecca H. Benavides



9:15 Success Stories in Legal Project Management: New Approaches for Managing Matters and Changing Cultures
  • Lessons from legal organizations using project management approaches
  • Best practices for collaboration with other law firm and legal department resources (pricing, procurement, technology, business development, practice management)
  • Getting buy-in to manage matters more proactively
  • Demonstrating a return on investment from LPM initiatives
  • Using LPM for competitive advantage and enhanced performance – how LPM can be part of the value proposition and differentiation

Panel Leaders: Susan Raridon Lambreth, Rebecca H. Benavides
Speakers: Barbara Larson, Megan V. Panchella, Shea Twomey-Meuse, Mark Van Blargan



10:15 Networking Break

10:30 LPM in Action – Using LPM Techniques at the Matter Level
  • 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
  • Case studies/interactive exercises with vignettes – how to use LPM approaches to get matters back on track or prevent issues

Panel Leader: Susan Raridon Lambreth
Speakers: David Alkins, Janelle Eveland Belling, John E. Duggan, Bree L. Johnson



11:45 Applying LPM in Smaller Legal Departments and Law Firms – It Applies to All Types of Law Practice, Large or Small
  • Why bother implementing LPM when you don’t feel the pressure to do so
  • Getting started with limited resources
  • Scaling LPM approaches for smaller organizations and matters
  • Finding cost-effective ways to implement LPM techniques into your matters

Panel Leader: Carla Landry
Speakers:  Adrian R. Gardner, Tim O’Leary, James Shoemaker, Mark Van Blargan



12:45 Lunch

1:45 A Day in the Life of a Legal Project Manager
  • What does a legal project manager do
  • How does it intersect with practicing lawyer roles on a matter team
  • A “day in the life” of a legal project manager – what are the common functions/roles, what challenges do they navigate and more

Panel Leader: Susan Raridon Lambreth
Speakers: John E. Duggan, Caitlin Parker, Megan V. Panchella, Anthony Widdop, 



2:45 Networking Break

3:00 Client-Law Firm Collaboration – Partnering Inside and Outside Counsel
  • Case studies of law firms and legal departments partnering to enhance the relationship overall
  • Working collaboratively to develop approaches to drive greater efficiency and effective matter management
  • The changing expectations of in-house legal teams – from in-house counsel to legal operations and procurement professionals

Panel Leader: Susan Raridon Lambreth
Speakers: Rebecca H. Benavides, Janelle Eveland Belling, Megan V. Panchella, Jaimee B. Farrer, Sheila Kennedy, Aaron Kotok, Shea Twomey-Meuse



4:15 Developing an Effective Budget
  • Budgets as a must-have tool to manage legal matters - on time, on budget and no surprises
  • Setting expectations between client and firm
  • Creating clear and agreed-upon assumptions as the foundation for early detection of material changes
  • Exercise: building a budget using a template

Panel Leader: Susan Raridon Lambreth
Speakers: David Alkins, Natasha Edlow, Erica Godwin, Bree L. Johnson, Caitlin Parker, James Shoemaker



5:15 Closing: The Next Phase in the Evolution of Legal Project Management

Susan Raridon Lambreth, Rebecca H. Benavides



5:30 Adjourn

Co-Chair(s)
Rebecca H. Benavides ~ Director of Legal Business, Microsoft Corporation
Susan Raridon Lambreth ~ Principal, LawVision Group
Speaker(s)
David Alkins ~ Director of Matter Planning, Nixon Peabody LLP
Janelle Eveland Belling ~ Director of Legal Project Management, Perkins Coie LLP
John E. Duggan ~ Seyfarth Shaw LLP
Natasha Edlow ~ Director of Pricing Analytics & Project Management, Covington & Burling LLP
Jaimee B. Farrer ~ Managing Attorney, Global External Legal Relations, GSK
Adrian R. Gardner ~ General Counsel , Maryland-National Capital Park and Planning Commission
Erica Godwin ~ Legal Project Management Global Regulatory Practice Group Lead, Hogan Lovells US LLP
Bree L. Johnson ~ Chief Strategy, Pricing & Legal Project, Robins Kaplan LLP
Sheila Kennedy ~ Senior Director, Legal Operations, Medtronic, Inc
Aaron Kotok ~ Managing Director, AdvanceLaw
Carla Landry ~ Senior Consultant, LawVision Group LLC
Barbara Larson ~ Director, Legal Operations, Medtronic, Inc
Timothy O'Leary ~ Shareholder, Sandberg Phoenix & Von Gontard P.C.
Megan V. Panchella ~ Legal Project Manager, Reed Smith LLP
Caitlin Parker ~ Legal Project Manager, Sullivan & Cromwell LLP
James Shoemaker ~ Director of Pricing and Matter Management, Miles & Stockbridge PC
Shea Twomey-Meuse ~ Director, Matter Management Services, WilmerHale
Mark Van Blargan ~ Member, Management Committee, Member in Charge of Innovation, McNees Wallace & Nurick
Anthony Widdop ~ Global Head, Legal Project Management, Shearman & Sterling LLP
Program Attorney(s)
Dana M. Berman ~ 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:  All PLI products can fulfill New Hampshire’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

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

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

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.

Alberta (CPD-ALBERTA):  All PLI products can fulfill Alberta’s CPD requirements. There is no limit to the number of credits an attorney can earn via PLI products.

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


Other Credit Types

CPE Credit (NASBA):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as the “Group-Live” delivery method. Please check the Credit Information box on the right-hand side of this page to verify CPE credit availability.

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.

American Bankers Association Professional Certification (ABA):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill ABA credit requirements.

Certified Financial Planners (CFP):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill CFP credit requirements.

 

Why You Should Attend

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. 

Ultimately, many lawyers are discovering that one of the best ways to improve client relationships, enhance the efficiency of their work and increase teamwork and collaboration is with the use of legal project management approaches.  In fact, legal project management is a key approach to meet the expectations of today’s clients for effective legal “service delivery”.   Service delivery or delivery capability is the deployment of legal expertise, technology, and process to solve client challenges.  Increasingly, clients expect more than just the right level of legal expertise.  It is this service delivery differentiation that has become a part of the strategy of many firms that are leaders in LPM.  Heads of legal organizations or the LPM initiatives within them recognize that differentiation is more than a function of your practice mix, your geographic footprint and the quality of your lawyers. 

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 immediately. 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.

 

What You Will Learn  

  • The return on investment from implementing legal project management approaches and programs
  • 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 and all sizes of matters – ranging from litigation to counseling to transactional practices
  • How private practice lawyers can work effectively with legal operations professionals
  • Recent success stories in legal project management at leading law firms and legal departments
  • The next steps in implementing legal project management – beyond the basics

 

Credit Available: CLE and CPD


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.

8:30 Networking Breakfast (Networking Breakfast only available at NY live program)

9:00 Opening Remarks

Susan Raridon Lambreth, Rebecca H. Benavides



9:15 Success Stories in Legal Project Management: New Approaches for Managing Matters and Changing Cultures
  • Lessons from legal organizations using project management approaches
  • Best practices for collaboration with other law firm and legal department resources (pricing, procurement, technology, business development, practice management)
  • Getting buy-in to manage matters more proactively
  • Demonstrating a return on investment from LPM initiatives
  • Using LPM for competitive advantage and enhanced performance – how LPM can be part of the value proposition and differentiation

Panel Leaders: Susan Raridon Lambreth, Rebecca H. Benavides
Speakers: Barbara Larson, Megan V. Panchella, Shea Twomey-Meuse, Mark Van Blargan



10:15 Networking Break

10:30 LPM in Action – Using LPM Techniques at the Matter Level
  • 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
  • Case studies/interactive exercises with vignettes – how to use LPM approaches to get matters back on track or prevent issues

Panel Leader: Susan Raridon Lambreth
Speakers: David Alkins, Janelle Eveland Belling, John E. Duggan, Bree L. Johnson



11:45 Applying LPM in Smaller Legal Departments and Law Firms – It Applies to All Types of Law Practice, Large or Small
  • Why bother implementing LPM when you don’t feel the pressure to do so
  • Getting started with limited resources
  • Scaling LPM approaches for smaller organizations and matters
  • Finding cost-effective ways to implement LPM techniques into your matters

Panel Leader: Carla Landry
Speakers:  Adrian R. Gardner, Tim O’Leary, James Shoemaker, Mark Van Blargan



12:45 Lunch

1:45 A Day in the Life of a Legal Project Manager
  • What does a legal project manager do
  • How does it intersect with practicing lawyer roles on a matter team
  • A “day in the life” of a legal project manager – what are the common functions/roles, what challenges do they navigate and more

Panel Leader: Susan Raridon Lambreth
Speakers: John E. Duggan, Caitlin Parker, Megan V. Panchella, Anthony Widdop, 



2:45 Networking Break

3:00 Client-Law Firm Collaboration – Partnering Inside and Outside Counsel
  • Case studies of law firms and legal departments partnering to enhance the relationship overall
  • Working collaboratively to develop approaches to drive greater efficiency and effective matter management
  • The changing expectations of in-house legal teams – from in-house counsel to legal operations and procurement professionals

Panel Leader: Susan Raridon Lambreth
Speakers: Rebecca H. Benavides, Janelle Eveland Belling, Megan V. Panchella, Jaimee B. Farrer, Sheila Kennedy, Aaron Kotok, Shea Twomey-Meuse



4:15 Developing an Effective Budget
  • Budgets as a must-have tool to manage legal matters - on time, on budget and no surprises
  • Setting expectations between client and firm
  • Creating clear and agreed-upon assumptions as the foundation for early detection of material changes
  • Exercise: building a budget using a template

Panel Leader: Susan Raridon Lambreth
Speakers: David Alkins, Natasha Edlow, Erica Godwin, Bree L. Johnson, Caitlin Parker, James Shoemaker



5:15 Closing: The Next Phase in the Evolution of Legal Project Management

Susan Raridon Lambreth, Rebecca H. Benavides



5:30 Adjourn

Co-Chair(s)
Rebecca H. Benavides ~ Director of Legal Business, Microsoft Corporation
Susan Raridon Lambreth ~ Principal, LawVision Group
Speaker(s)
David Alkins ~ Director of Matter Planning, Nixon Peabody LLP
Janelle Eveland Belling ~ Director of Legal Project Management, Perkins Coie LLP
John E. Duggan ~ Seyfarth Shaw LLP
Natasha Edlow ~ Director of Pricing Analytics & Project Management, Covington & Burling LLP
Jaimee B. Farrer ~ Managing Attorney, Global External Legal Relations, GSK
Adrian R. Gardner ~ General Counsel , Maryland-National Capital Park and Planning Commission
Erica Godwin ~ Legal Project Management Global Regulatory Practice Group Lead, Hogan Lovells US LLP
Bree L. Johnson ~ Chief Strategy, Pricing & Legal Project, Robins Kaplan LLP
Sheila Kennedy ~ Senior Director, Legal Operations, Medtronic, Inc
Aaron Kotok ~ Managing Director, AdvanceLaw
Carla Landry ~ Senior Consultant, LawVision Group LLC
Barbara Larson ~ Director, Legal Operations, Medtronic, Inc
Timothy O'Leary ~ Shareholder, Sandberg Phoenix & Von Gontard P.C.
Megan V. Panchella ~ Legal Project Manager, Reed Smith LLP
Caitlin Parker ~ Legal Project Manager, Sullivan & Cromwell LLP
James Shoemaker ~ Director of Pricing and Matter Management, Miles & Stockbridge PC
Shea Twomey-Meuse ~ Director, Matter Management Services, WilmerHale
Mark Van Blargan ~ Member, Management Committee, Member in Charge of Innovation, McNees Wallace & Nurick
Anthony Widdop ~ Global Head, Legal Project Management, Shearman & Sterling LLP
Program Attorney(s)
Dana M. Berman ~ 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:  All PLI products can fulfill New Hampshire’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

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

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

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.

Alberta (CPD-ALBERTA):  All PLI products can fulfill Alberta’s CPD requirements. There is no limit to the number of credits an attorney can earn via PLI products.

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


Other Credit Types

CPE Credit (NASBA):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as the “Group-Live” delivery method. Please check the Credit Information box on the right-hand side of this page to verify CPE credit availability.

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.

American Bankers Association Professional Certification (ABA):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill ABA credit requirements.

Certified Financial Planners (CFP):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill CFP credit requirements.

 

Why You Should Attend

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. 

Ultimately, many lawyers are discovering that one of the best ways to improve client relationships, enhance the efficiency of their work and increase teamwork and collaboration is with the use of legal project management approaches.  In fact, legal project management is a key approach to meet the expectations of today’s clients for effective legal “service delivery”.   Service delivery or delivery capability is the deployment of legal expertise, technology, and process to solve client challenges.  Increasingly, clients expect more than just the right level of legal expertise.  It is this service delivery differentiation that has become a part of the strategy of many firms that are leaders in LPM.  Heads of legal organizations or the LPM initiatives within them recognize that differentiation is more than a function of your practice mix, your geographic footprint and the quality of your lawyers. 

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 immediately. 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.

 

What You Will Learn  

  • The return on investment from implementing legal project management approaches and programs
  • 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 and all sizes of matters – ranging from litigation to counseling to transactional practices
  • How private practice lawyers can work effectively with legal operations professionals
  • Recent success stories in legal project management at leading law firms and legal departments
  • The next steps in implementing legal project management – beyond the basics

 

Credit Available: CLE and CPD


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.

8:30 Networking Breakfast (Networking Breakfast only available at NY live program)

9:00 Opening Remarks

Susan Raridon Lambreth, Rebecca H. Benavides



9:15 Success Stories in Legal Project Management: New Approaches for Managing Matters and Changing Cultures
  • Lessons from legal organizations using project management approaches
  • Best practices for collaboration with other law firm and legal department resources (pricing, procurement, technology, business development, practice management)
  • Getting buy-in to manage matters more proactively
  • Demonstrating a return on investment from LPM initiatives
  • Using LPM for competitive advantage and enhanced performance – how LPM can be part of the value proposition and differentiation

Panel Leaders: Susan Raridon Lambreth, Rebecca H. Benavides
Speakers: Barbara Larson, Megan V. Panchella, Shea Twomey-Meuse, Mark Van Blargan



10:15 Networking Break

10:30 LPM in Action – Using LPM Techniques at the Matter Level
  • 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
  • Case studies/interactive exercises with vignettes – how to use LPM approaches to get matters back on track or prevent issues

Panel Leader: Susan Raridon Lambreth
Speakers: David Alkins, Janelle Eveland Belling, John E. Duggan, Bree L. Johnson



11:45 Applying LPM in Smaller Legal Departments and Law Firms – It Applies to All Types of Law Practice, Large or Small
  • Why bother implementing LPM when you don’t feel the pressure to do so
  • Getting started with limited resources
  • Scaling LPM approaches for smaller organizations and matters
  • Finding cost-effective ways to implement LPM techniques into your matters

Panel Leader: Carla Landry
Speakers:  Adrian R. Gardner, Tim O’Leary, James Shoemaker, Mark Van Blargan



12:45 Lunch

1:45 A Day in the Life of a Legal Project Manager
  • What does a legal project manager do
  • How does it intersect with practicing lawyer roles on a matter team
  • A “day in the life” of a legal project manager – what are the common functions/roles, what challenges do they navigate and more

Panel Leader: Susan Raridon Lambreth
Speakers: John E. Duggan, Caitlin Parker, Megan V. Panchella, Anthony Widdop, 



2:45 Networking Break

3:00 Client-Law Firm Collaboration – Partnering Inside and Outside Counsel
  • Case studies of law firms and legal departments partnering to enhance the relationship overall
  • Working collaboratively to develop approaches to drive greater efficiency and effective matter management
  • The changing expectations of in-house legal teams – from in-house counsel to legal operations and procurement professionals

Panel Leader: Susan Raridon Lambreth
Speakers: Rebecca H. Benavides, Janelle Eveland Belling, Megan V. Panchella, Jaimee B. Farrer, Sheila Kennedy, Aaron Kotok, Shea Twomey-Meuse



4:15 Developing an Effective Budget
  • Budgets as a must-have tool to manage legal matters - on time, on budget and no surprises
  • Setting expectations between client and firm
  • Creating clear and agreed-upon assumptions as the foundation for early detection of material changes
  • Exercise: building a budget using a template

Panel Leader: Susan Raridon Lambreth
Speakers: David Alkins, Natasha Edlow, Erica Godwin, Bree L. Johnson, Caitlin Parker, James Shoemaker



5:15 Closing: The Next Phase in the Evolution of Legal Project Management

Susan Raridon Lambreth, Rebecca H. Benavides



5:30 Adjourn

Co-Chair(s)
Rebecca H. Benavides ~ Director of Legal Business, Microsoft Corporation
Susan Raridon Lambreth ~ Principal, LawVision Group
Speaker(s)
David Alkins ~ Director of Matter Planning, Nixon Peabody LLP
Janelle Eveland Belling ~ Director of Legal Project Management, Perkins Coie LLP
John E. Duggan ~ Seyfarth Shaw LLP
Natasha Edlow ~ Director of Pricing Analytics & Project Management, Covington & Burling LLP
Jaimee B. Farrer ~ Managing Attorney, Global External Legal Relations, GSK
Adrian R. Gardner ~ General Counsel , Maryland-National Capital Park and Planning Commission
Erica Godwin ~ Legal Project Management Global Regulatory Practice Group Lead, Hogan Lovells US LLP
Bree L. Johnson ~ Chief Strategy, Pricing & Legal Project, Robins Kaplan LLP
Sheila Kennedy ~ Senior Director, Legal Operations, Medtronic, Inc
Aaron Kotok ~ Managing Director, AdvanceLaw
Carla Landry ~ Senior Consultant, LawVision Group LLC
Barbara Larson ~ Director, Legal Operations, Medtronic, Inc
Timothy O'Leary ~ Shareholder, Sandberg Phoenix & Von Gontard P.C.
Megan V. Panchella ~ Legal Project Manager, Reed Smith LLP
Caitlin Parker ~ Legal Project Manager, Sullivan & Cromwell LLP
James Shoemaker ~ Director of Pricing and Matter Management, Miles & Stockbridge PC
Shea Twomey-Meuse ~ Director, Matter Management Services, WilmerHale
Mark Van Blargan ~ Member, Management Committee, Member in Charge of Innovation, McNees Wallace & Nurick
Anthony Widdop ~ Global Head, Legal Project Management, Shearman & Sterling LLP
Program Attorney(s)
Dana M. Berman ~ 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:  All PLI products can fulfill New Hampshire’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

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

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

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.

Alberta (CPD-ALBERTA):  All PLI products can fulfill Alberta’s CPD requirements. There is no limit to the number of credits an attorney can earn via PLI products.

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


Other Credit Types

CPE Credit (NASBA):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as the “Group-Live” delivery method. Please check the Credit Information box on the right-hand side of this page to verify CPE credit availability.

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.

American Bankers Association Professional Certification (ABA):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill ABA credit requirements.

Certified Financial Planners (CFP):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill CFP credit requirements.

 

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