Large Firm Principal Administrators RETREAT

Register today!
alanet.org/lfaretreat
Large Firm Principal
Administrators RETREAT
August 4-6, 2016
Silverado Resort and Spa
Napa, CA
The Large Firm Administrators Caucus and the
Association of Legal Administrators would like to thank
the following sponsors for their generous support:
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LFA EDUCATIONAL PROGRAM OVERVIEW
CM01 Building Resilient Lawyers and Leaders
Law is different from many other professions
in specific ways that make it a challenging
environment for both lawyers and leaders
of law firms. These challenges, along with
certain lawyer personality traits, rapid
ongoing change in the profession, and high
stress and burnout have made resilience a
necessary skill set for long-term success and
well-being in the law. Research in this area
shows that higher levels of resilience lead
to less depression and anxiety, lower levels
of attrition and burnout, and increased
persistence, engagement and performance
– all valuable outcomes for both lawyers and
law firm leaders.
Learning Objectives:
We will identify the key components
of resilience and discuss how you can
incorporate specific resilience skills in your
own lives and firms.
During this program, you will learn to:
•
Understand why lawyers tend to be less
resilient than the general population
•
Build a culture of resilience at your firm,
which can lead to bottom line payoffs
•
Identify the core myths and facts about
resilience, along with the key building
blocks of growing resilience
•
Practice and apply at least three
research-based skills proven to increase
your own resilience and that of the
lawyers and personnel at your firm
•
Use at least four on-the-go resilience
skills when you’re short on time
Faculty:
Paula Davis-Laack
Paula Davis-Laack,
JD, MAPP, is a former
practicing lawyer,
an internationallypublished writer,
speaker, media
contributor, and a stress and resilience
expert who has taught burnout prevention
and resilience workshops for thousands of
professionals around the world. Her articles
on stress, burnout prevention, resilience, and
thriving at work are prominently featured on
her blogs in The Huffington Post, Forbes, Fast
Company and Psychology Today. She also
writes a regular column called “On Balance”
for Wisconsin Lawyer magazine. Her latest
e-book is titled, Addicted to Busy: Your
Blueprint for Burnout Prevention. Her expertise
has been featured in a variety of media
outlets, including the Lawyerist, Law360.com,
various ABA webinars, and the Women’s Law
Journal.
She is the Founder and CEO of the Stress &
Resilience Institute, a training and consulting
firm devoted to helping companies and busy
professionals build their resilience to stress.
She is also a partner in Lawyer Strong, LLC,
which provides resilience training to law firms.
300 Minutes * CPE Field of Study: Business
Management & Organization * Audience: I
Audience: Attendees should have at least five
years of experience in legal management. No
advance preparation is required.
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LFA EDUCATIONAL PROGRAM OVERVIEW
OM01 Making Legal Project Management Work for Your Law Firm
(Presentation and Panel Discussion)
It’s a buyers’ market for legal services in 2016
and law firms must utilize every tool available
to maintain and grow their client base,
resist incursions from competitors, improve
efficiency, and sustain margins. Legal Project
Management (LPM) can be a highly effective
tool to further all of these goals – if it is
deployed in the right way.
Firms that become adept in LPM learn to
craft fees and manage matters in ways that
deliver increased client satisfaction and lock
in client business. Internally, as firms practice
the discipline of LPM, they gain new insights
on matter costing and budgeting, make
better staffing choices, and improve overall
efficiency – making the work they do more
profitable.
Learning Objectives:
During this program, you will learn to:
•
Set up an effective Legal Project
Management program
•
Identify the investments required
•
Articulate the critical role of an internal
champion
•
Devise a process for getting a willing
partner up to speed
•
Recognize pitfalls and best practices for
training programs
165 Minutes * CPE Field of Study: Production *
Audience: I
Audience: Attendees should have at least five
years of experience in legal management. No
advance preparation is required.
Law firm leaders will discuss their positive and
negative experiences, lessons learned, and
advice regarding implementing LPM in a law
firm environment.
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LFA EDUCATIONAL PROGRAM OVERVIEW
Faculty:
Eric A. Seeger
Eric A. Seeger is a
Principal of Altman
Weil, Inc. He works
with law firms in
the areas of strategy
formulation and
execution, practice group planning and
training, merger search, and organizational
issues including administrative audits and
succession planning. Seeger directs Altman
Weil’s market research department. He
conducts client surveys and client interviews
for law firms and market research projects for
legal industry vendors. He is the co-author of
Altman Weil’s highly regarded annual industry
survey, Law Firms in Transition.
His prior experience includes positions as
Chief Operating Officer of a regional law
firm and Director of Strategic Planning and
Practice Group Management at an AmLaw
200 law firm. He has published more than
20 articles in legal industry publications,
including ABA Law Practice, Of Counsel,
Law Firm Partnership & Benefits Report and
Pennsylvania Lawyer. He has presented at a
host of law firm retreats, in-house programs,
national and regional conferences and board
rooms.
All education sessions at this conference,
except for Idea Exchanges, count for
the additional application requirements
for Functional Specialists and CLM
Recertification.
The LFA Retreat
is an incredible opportunity, as a COO,
to take a deep dive into a subject of
interest and to connect with my peers
to learn from them, play together,
and find respite among those
who most know the challenges,
stressors, and opportunities
of running a large law firm in
today’s economics.
2015 LFA Retreat attendee
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SCHEDULE OF EVENTS
THURSDAY
FRIDAY
AUGUST 4, 2016
AUGUST 5, 2016
10 a.m.–5 p.m.
Registration
7:30 a.m.–5 p.m.
Registration
1 p.m. Shotgun Start
Golf – Silverado Resort and Spa (South
Course)
https://course.bluegolf.com/bluegolf/course/
course/silveradoccresortsou/about.htm
7:30–8:15 a.m.
Continental Breakfast
8:30–8:45 a.m.
Welcome
Denise L. Gaskin, PhD, Chair, 2016 LFA Retreat
Education Planning Committee and Oliver P.
Yandle, JD, CAE, ALA Executive Director
8:45–9 a.m.
ALA Insights
Learn about the association’s goals and
objectives as ALA President Laura J. Broomell,
CLM, Greene Espel PLLP, Minneapolis, provides
an overview of current and future ALA plans.
9 a.m.–Noon
CM01 Building Resilient Lawyers and
Leaders
Noon–1 p.m.
Lunch
Located in the heart of Wine Country and
redesigned by PGA Hall of Famer Johnny
Miller, the course features water crossings,
elevation changes and routing through
historic oak trees. Silverado’s challenge,
visual sensation and special ambiance set the
standard.
7–8 p.m.
Welcome Reception
8–10 p.m.
Dinner
1–3 p.m.
CM01 Building Resilient Lawyers and
Leaders (continued)
3:15–4:45 p.m.
Idea Exchange
Engage in a stimulating discussion and
brainstorming session with your colleagues
about today’s large firm challenges. Examine
issues, exchange ideas, gain practical insights
and identify solutions to the most current
large firm concerns. Topics ideas will be
solicited from attendees prior to the Retreat.
7–9 p.m.
Dinner
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SCHEDULE OF EVENTS
SATURDAY
AUGUST 6, 2016
7:30–8:45 a.m.
Continental Breakfast and Idea Exchange
(continued)
9–11:45 a.m.
OM01 Making Legal Project
Management Work for Your Law Firm
11:45 a.m.–Noon
Closing Remarks
Denise L. Gaskin, PhD, Chair, 2016 LFA
Retreat Education Planning Committee
1 p.m.
Blind Wine Tasting
Test your palette against select wines in an incredibly interactive blind tasting. You will be
guided by a sommelier on how best to approach each mystery wine and be educated on
the best technique for tasting that is right for you.
DATA
2016 ALA Large Firm
Key Staff Compensation Survey
Your advantage for competing
in the business of law
Participation opening soon
alanet.org/compsurvey
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REGISTRATION INFORMATION
Eligibility Requirements: Registration is
limited to only the principal administrator of a
law firm with 100 or more attorneys. Members
who are retiring and have identified their
successor, may bring that person to the Retreat
and should indicate it when registering.
ALA Regular and Associate Members may
register for the Large Firm Administrators
Retreat at the member rates noted.
Nonmember registration is restricted to
individuals who are not currently members
of ALA, but who do meet the eligibility
requirements for ALA membership. Learn more
about membership eligibility requirements at
alanet.org/membership/eligibility.aspx or
contact the ALA Membership Department at
847-267-1585.
Please register online at alanet.org/lfaretreat.
Your registration fee includes session
attendance and materials, the reception on
Thursday, dinners on Thursday and Friday,
two continental breakfasts, lunch on Friday,
daily refreshment breaks, Thursday’s golf and
Saturday’s wine tasting.
REGISTRATION FEES AND DISCOUNTS
ALA
Member
Early Bird
$1,099
(July 1)
Regular
$1,209
(July 18)
Onsite
$1,319
Discount 1 – Retiring members whose successor also
registers and attends the retreat will receive a $100
discount (if not an ALA member, the successor will
receive the ALA member price).
Discount 2 – LFA Caucus members who refer a
Caucus eligible, non-ALA member who attends the
retreat will receive a $200 discount.
* While we encourage you to bring as many Caucuseligible participants as possible, the total discount
given cannot exceed $200.
Retiring
Member’s
Designated
Successor
Early Bird
$1,099
(July 1)
Regular
$1,209
(July 18)
Onsite
$1,319
Nonmember
of ALA
Early Bird
$1,429
(July 1)
Regular
$1,539
(July 18)
Onsite
$1,649
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SPOUSE/GUEST REGISTRATION
Spouse/Guest Package includes the
reception on Thursday and dinners on
Thursday and Friday for $425. Each event
may also be purchased a la carte:
Thursday
Reception
Thursday
Dinner
Friday
Dinner
Saturday
Wine Tasting
$75
$175
$175
$50
Please note, golf is not included in the Guest
Package price. Charges for golf for guests are
as follows:
GOLF
(Thursday on South Course)
$150 per player*
*Registration for the golf tournament is on
a first-come, first-served basis. Rates include
green fee, golf cart, practice balls and a
yardage card. Club and shoe rentals are
separate.
CANCELATION POLICY
All cancelations must be made in writing and
submitted via email to [email protected].
Cancelations received on or before July 1,
2016 are subject to a $125 fee. No refunds
will be provided for cancelations received July
2, 2016 or after.
SUBSTITUTIONS
Substitution from the registrant’s
organization is permitted for a $125
administrative fee. The substitute’s
registration fee will be adjusted if a
nonmember replaces an ALA member.
Please submit this request in writing via
email to [email protected].
QUESTIONS
If you have any questions regarding registration
materials or about ALA’s administrative policies
or require a complaint resolution, please email
[email protected] or call 847-267-1252.
alanet.org/lfaretreat
IMPORTANT RETREAT INFORMATION
HOTEL INFORMATION
Silverado Resort and Spa
1600 Atlas Peak Road
Napa Valley, CA 94558
Phone: 707-257-0200
Silverado Resort and Spa is a luxury resort in
the heart of the world-famous Napa Valley
Wine Country! Whether you come to the
Northern California area for relaxation,
adventure or business, find it here. Located
just an hour north of San Francisco, it’s
all tucked away from the city while still
being close to the Bay Area action. The
soothing, full-service spa sets the stage for
relaxing comfort, offering massages, facials,
manicures, pedicures and more. But there’s
more to Silverado Resort and Spa than just
soothing stays. Two PGA championship golf
courses, 13 lighted tennis courts, and biking
and hiking trails on-site ensure excitement
at every corner. And thanks to its Napa
Valley Wine Country location, it’s all close
to more than 400 wineries. The fine and
casual dining within the resort’s restaurants
pair nicely with local wines. It’s all designed
to ensure the perfect Napa Valley Wine
Country stay for any and all visitors.
HOTEL RESERVATION INFORMATION
Book online at https://resweb.passkey.com/
go/ALA16 or call The Silverado directly at
707-257-0200 identifying yourself as part
of the Association of Legal Administrators.
Please note, the One Bedroom Suite room
rate is $329 per night. The room rate does
not include 14% tax and $1 California
Tourism Assessment fee (subject to change).
An incidental Resort Fee of $25 per room
will be added daily to the room to include:
bell gratuities, on property transportation
gratuities, self and valet parking, unlimited
personal Wi-Fi access, unlimited local and
800 calls, in-room coffee and tea, tennis
on any of the 13 courts, golf bag storage,
access to the fitness and workout facility,
and admittance to any of the more than 30
fitness classes offered weekly. The incidental
Resort Fee is not included in the room rate
and is subject to change.
Check-in: 4 p.m.
Check-out: 11 a.m.
Reservations must be made by July 11, 2016.
All reservations must be guaranteed with
a major credit card. Reservation requests
received after the cut-off date will be
accepted on a space/rate available basis.
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IMPORTANT RETREAT INFORMATION
SHUTTLE SERVICE
Shuttle Service to/from the Silverado
Resort and the area airports is available
from the following shuttle companies:
•
Evans Transportation – Napa
evanstransportation.com
•
Napa Airporter
napaairporter.com
PARKING
Valet and self-parking are available on
property. Parking fees are included in the
daily resort fee.
AIRPORTS
San Francisco International Airport
(SFO) is approximately 58.6 miles
from resort
Oakland International Airport (OAK)
is approximately 49.5 miles from
resort
Sacramento International Airport
(SMF) is approximately 63.2 miles
from resort
Sonoma County Airport (STS) is
approximately 47.3 miles from
resort
Please allow one–two hours travel time to
the resort from any of the above airports.
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AIRLINE DISCOUNTS
Receive up to 10% off applicable airfares on
Delta. Reservations and ticketing is available
via the Delta website or by calling the Delta
Meeting Network Reservations at 800-3281111. Please note that a Direct Ticketing
Charge will apply for booking by phone.
When booking online, select Meeting Event
Code and enter Meeting ID NMMS8 in the
box provided on the Search Flight page.
Booking with United Airlines, you can receive
up to 10% off your airfare and an additional
3% discount, applicable only for published
fares, when you book online at united.com.
Online, enter ZVK6934569 in the Offer Code
box. You may also call United Meetings at
800-426-1122 and use the same code. A
$25 service fee applies to booking via phone.
Traveling on American? While they don’t
offer a discount, please enter Business
Extra Number 822850 when making
your reservations at aa.com. ALA will
earn complimentary tickets for future
business travel to help keep administrative
costs down.
alanet.org/lfaretreat
LFA RETREAT COMMITTEES
LFA Caucus Steering Committee
Chair
Nolan W. Kurtz
Buchanan Ingersoll & Rooney, PC
Harrisburg, PA
Paul R. Boken
Hinshaw & Culbertson, LLP
Chicago, IL
Jill B. Burton
Frost Brown Todd LLC
Louisville, KY
Denise L. Gaskin, PhD
Schwabe Williamson & Wyatt PC
Portland, OR
Gary S. Goodwin
Bond Schoeneck & King, PLLC
Syracuse NY
Mark C. Hanson
Irell & Manella, LLP
Los Angeles, CA
Jessica Hoffman
Strasburger & Price, LLP
Dallas, TX
David C. Miceli
Balch Bingham, LLP
Birmingham, AL
Howard Mudrick
Winstead PC
Dallas, TX
Charles J. O’Donnell
Duane Morris LLP
Philadelphia, PA
Joseph P. Wood
Bradley Arant Boult Cummings, LLP
Birmingham, AL
ALA Executive Director
Oliver P. Yandle, JD, CAE
Association of Legal Administrators
Chicago, IL
LFA Retreat Education Planning Committee
Chair
Denise L. Gaskin, Ph.D.
Schwabe Williamson & Wyatt PC
Portland, OR
James W. Lowery
Burr & Forman LLP
Birmingham, AL
Philip E. Ross
Clark Hill, PLC
Detroit, MI
Paula A. Torke
Brownstein Hyatt Farber Schreck, LLP
Denver, CO
James J. Nichols
Hanson Bridgett LLP
San Francisco, CA
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847.267.1252 TEL
847.267.1329 FAX
alanet.org
8700 W. Bryn Mawr Avenue, Ste. 110S
Chicago, IL 60631-3512