K2L 2020 Sessions & Speakers

The programs below are eligible for CLM Credits, SHRM Professional Developtment Credits (PDC's), and HRCI credits as indicated in each applicable session description.

Welcome and Morning Keynote

DANIELLE LIEBL

Diversity & Inclusion: Disability in the Workplace

We are pleased to open this year's Knowledge to Leadership Conference with a conversation with Danielle Liebl surrounding disability in the workplace.  Please join us to learn more about Danielle's personal experience growing up and practicing law with Cerebral Palsy, modern-day challenges surrounding disability in the workplace, and key insights on how to create and foster diversity and inclusion in your firm.

Danielle Liebl is a global ambassador for Special Olympics. As a former Special Olympics athlete, Impassioned by her personal experience growing up with Cerebral Palsy, Danielle aims to reduce the stigma associated with disabilities by connecting people with and without disabilities. Through her work, she has helped build friendships and develop understanding among students of different backgrounds.

CLM® Recertification Credit:  1 hour in the subject area of HR-Human Resource Management.
CLM® Application Credit for Functional Specialists: 1 hour in the subject area of HR-Human Resource Management toward the additional hours required of some Functional Specialists to fulfill the CLM application requirements. 
This program is valid for 1 PDC toward SHRM-CP and SHRM-SCP recertification.
This program is valid for 1 HR (General) Credit through HRCI.

 

Danielle’s story has been featured in the book “Stand Up! 75 Young Activists Who Rock the World and How You Can Too!” and ESPN’s 50 Game Changers of Special Olympics. She has also co-founded the international “Spread the Word to End the Word” campaign, spoke at several national professional conferences, and founded her own 501(c)3 organization. In 2014, Danielle was invited by President and First Lady Obama to speak about the importance of a “unified generation.” Because of her work, Danielle is the recipient of the 2013 National Peace First Prize and the 2014 National Life Without Limits Award. Danielle has served on the Board of Directors for Special Olympics Minnesota, United Cerebral Palsy of Central Minnesota, the National Inclusion Project, Special Olympics Northern California and the Sparkle Effect.

Danielle graduated from the College of St Benedict with a dual degree in 2014, and attended law school at the University of St. Thomas School of Law, where she obtained her Juris Doctor as well as her Masters in Public Policy and Leadership. Currently, Danielle is an Associate Attorney at Reed Smith LLP in San Francisco, California. 

Back to top

Lunch Keynote

TED DESMAISONS

The Mojo of Playful Mindfulness: How Getting Present Helps You, Your Colleagues, and Your Client

The fast-paced demands of the legal profession can leave you feeling breathless, frustrated, and exhausted. Mindfulness—paying attention to the present moment with curiosity and kindness—helps you slow down, take a breath, and gain access to long-forgotten inner resources. Mixing that mindfulness with a bit of play from the improvisational theater stage brings even more bounce to your step and more vitality to your connections with colleagues and clients. This interactive presentation will offer helpful insights and exercises to help you renew your perspective and recharge your batteries—at home and at work. 

Key Takeaways:

  • an effective micropractice for resetting to a place of calm presence in times of high stress or overstimulation
  • an innovative appraoch to changing relationship to failure and mistakes that promote creativity and productivity
  • a playful framework to improve listening skills, increase collaboration, and support nimbleness with surprises

 

CLM® Recertification Credit:  1 hour in the subject area of OM-Operations Management.
CLM® Application Credit for Functional Specialists: 1 hour in the subject area of OM-Operations Management toward the additional hours required of some Functional Specialists to fulfill the CLM application requirements. 
This program is valid for 1 PDC toward SHRM-CP and SHRM-SCP recertification.
This program is valid for 1 HR (General) Credit through HRCI.

 

A graduate of Stanford Business and Harvard Divinity schools, Ted DesMaisons trained to teach mindfulness with Jon Kabat-Zinn and others at the University of Massachusetts Medical School and has studied, taught and performed improvisation internationally, including with BATS Improv in San Francisco, CA. He is one of an elite group of registered trainers who have worked with renowned UK acting and voice coach, Patsy Rodenburg.

Currently, he teaches Playful Mindfulness and personal and vocal presence through Stanford University’s Continuing Studies program. He co-hosts the Monster Baby Podcast (“a curious romp through the worlds of mindfulness and improvisation”) which reaches listeners in more than 60 countries, and his first book, Playful Mindfulness: a joyful journey to everyday confidence, calm, and connection, has received praise for its insight, originality, relevance and humor.

He lives near the beach cliffs of Daly City, California with Luna and Marley, his two quirky and charismatic spotted Ocicats.

 

Back to top

Closing Keynote

ADAM SMILEY POSWOLSKY

Engaging the Multigenerational Workplace & Managing Generational Differences

Millennials currently make up more than half of the workforce, but what about everyone else? There are currently five different generations working together in the workplace. How do we create an employee experience where every single employee can thrive? Millennial workplace expert Adam Smiley Poswolsky will share how companies can retain top talent and empower the talent of the future by leading with purpose. We’ll breakthrough common stereotypes about millennial employees, share case studies for increasing employee engagement, and learn proven strategies and tools to increase retention and foster intergenerational collaboration in the workplace, which will help you build a purpose-driven culture that empowers all of your employees.

Key Takeaways:

 

  • Proven strategies to engage employees of all ages, as well as how to attract, retain, and empower top talent.
  • The similarities and differences between what Gen-Z, Millennials, Gen-X, and Baby Boomers want in the workplace, and ways to foster intergenerational collaboration.
  • Tangible HR management tools, technologies, and examples for creating a purpose-driven workplace that participants can implement in their own teams.
  • Insights on the future of work, building a purpose-driven company culture, motivating the multigenerational workplace, employee retention, and creating a culture of mentorship and learning.   

 

CLM® Application Credit: 1 hour in the category of Communication Skills.
CLM® Recertification Credit:  1 hour in the subject area of Communications and Organizational Management.
CLM® Application Credit for Functional Specialists: 1 hour in the subject area of Communications and Organizational Management toward the additional hours required of some Functional Specialists to fulfill the CLM application requirements. 
This program is valid for 1 PDC toward SHRM-CP and SHRM-SCP recertification.
This program is valid for 1 HR (General) Credit through HRCI.

 

Adam Smiley Poswolsky is a millennial workplace expert, keynote speaker, and bestselling author of The Quarter-Life Breakthrough (Penguin Random House) and The Breakthrough Speaker.

Smiley helps companies attract, retain, and empower millennial talent, and he has inspired thousands of professionals to be more engaged at work, through speaking at companies like Unilever, IDEO, Salesforce, Genentech, Deloitte, SAP, Pinterest, MailChimp, and TED. An internationally renowned motivational speaker, Smiley speaks about millennials, employee engagement, and intergenerational collaboration at Fortune 500 companies, business conferences, leadership trainings, and universities. His TEDx talk has been viewed over 1 million times, and he has done hundreds of speaking engagements, reaching over 50,000 people in 15 countries.

Smiley’s writing has been published in The Washington Post, Fast Company, Time, and Business Insider, and his work has been featured in USA Today, Inc., Mashable, Forbes, Entrepreneur, CNN, CNBC, Cosmopolitan, and the World Economic Forum, among others. 

Previously, Smiley worked as special assistant to the director of global operations at the U.S. Peace Corps in Washington, D.C.

In 2017, Smiley launched The Women Speaker Initiative, a community that aims to increase the number of women and people of color speaking at conferences and companies, as well as ensure that women and POC speakers are paid competitively as compared to their colleagues. The group now has over 2,000 members.

Smiley is a proud graduate of Wesleyan University, and can usually be found dancing in San Francisco, California.

 

Back to top

EARLY MORNING BREAKOUT SESSIONS

KENNY LECKIE

Cybersecurity Issues and Their Ethical Impacts on Law Firms and Law Firm Personnel

The job of protecting information you've been entrusted with from cybersecurity threats is not a job to be relegated to others.  It is everyone's job!  We all have a party to play - personally and professionally. The law firm is a target and so are you.  As the custodians of enormous amounts of confidential, sensitive, protected, and personal information, law firms are at great risk of targeted cyberattachks from outsiders and data leakage due to employee negligence.  Law firm personnel are also being targeted personally.  Both have an ethical responsibility to handle, save, share, send and receive the information entrusted to them with great care.  This session is designed to provide an overview of the impact of threats, how to spot a scam, why you are being targeted, how cybersecurity issues correlate with ethical obligations, and security vulnerabilities.

Key Takeaways:

  • You will gain insights into why and how you are being targeted – personally and as law firm personnel
  • You will receive practical tips and best practices to protect the information in your life that is being targeted
  • You will leave with an understanding of the correlation of these threats and our ethical obligations in the face of them

 

CLM® Application Credit: 1 hour in the category of Information Technology.
CLM® Recertification Credit:  1 hour in the subject area of LI-Legal Industry/Business Management.
CLM® Application Credit for Functional Specialists: 1 hour in the subject area of LI-Legal Industry/Business Management toward the additional hours required of some Functional Specialists to fulfill the CLM application requirements. 

This program is valid for 1 PDC toward SHRM-CP and SHRM-SCP recertification.

As a Senior Technology and Change Management Consultant, Kenny works with Traveling Coaches’ clients to develop and deploy customized programs with an emphasis on user adoption and increased ROI. With over 20 years of combined experience working in and with the legal industry as a Trainer, Manager of Support & Training, and Chief Information Officer, he has a unique point of view that allows him to understand the challenges of introducing change in law firms.

In addition to his experience, Kenny is a Prosci Certified Change Practitioner and a Certified Technical Trainer and has earned the trust of clients across the US, Canada, the UK, and Australia. His approach brings immediate value to clients as they navigate the decision tree path of Office 365, Office 2016, and Windows 10 and as they develop and deploy Security Awareness programs that enable lawyers to focus on the practice of law while minimizing risk to confidential, protected, and sensitive information. His focus is on creating custom strategic solutions for law firms while delivering a positive user experience.

Back to top

RACHEL WILLIAMS

Recruiting in the Legal Industry: Competing Against Corporations for Talent

War On Talent: It's no secret that we are experiencing some of the lowest unemployment rates particularly for highly educated and skilled talent this country has ever seen. It's also true that some companies like Apple, Google, Uber and LinkedIn are winning that war on talent. Join this session to learn how premier tech companies are winning the war on talent and how your firm can leverage similar strategies to not only get in the game, but WIN!

CLM® Recertification Credit:  1 hour in the subject area of HR-Human Resource Management.
CLM® Application Credit for Functional Specialists: 1 hour in the subject area of HR-Human Resource Management toward the additional hours required of some Functional Specialists to fulfill the CLM application requirements. 
This program is valid for 1 PDC toward SHRM-CP and SHRM-SCP recertification.

This program is valid for 1 HR (General) Credit through HRCI.

Rachel Williams is a Bay Area native with more than 20 years of experience in Silicon Valley. Most of her experience spans human resources – recruiting, strategic organizational change, culture & learning development. Rachel is currently the CEO and Co-Founder of Miller Harper Williams. Her firm helps clients actualize inclusion and equity strategies for sustained impact. Concurrently, Rachel is the Head of Talent Strategy at X - the moonshot factory where she owns how this innovation lab finds global talent passionate about building companies that deliver 10x impact solutions for the world's most challenging problems. Most recently she’s held roles as the first Global Head of Diversity & Inclusion at StubHub where she focused her efforts on the company’s workforce, workplace and marketplace to drive inclusion. 

Rachel’s passionate about developing unique programming to help build a culture of openness and belonging that embraces diversity as a dimension of a company’s overall talent strategy. Prior to StubHub, Rachel was the first Head of Diversity & Inclusion and Corporate Recruiting at Yelp. Building Yelp’s diversity initiatives from the ground up to accelerate action, which led to a 10 percent increase in women in Engineering in the company, as well as the creation of numerous Employee Resource and Affinity Groups that had more than 75 percent employee participation, among other accomplishments. The foundation of her mission is simple: Great ideas come from all types of people with all types of experiences. Therefore, she believes that just like great ideas have no boundaries, nor should an employee’s experience. 

Rachel has spoken on her work and thought leadership at numerous conferences and universities like: Tech Inclusion Conference, SXSW, the White House, North Carolina A&T, Harvard Business School, Stanford Business School, Northwestern Kellogg School of Management and MIT Sloan. Rachel graduated from UC Berkeley (Go Bears!) and enjoys spending time with her more than 300 family members whenever she can.

Back to top

DREW AMOROSO

Take Control of Your Day: How to Manage Your Time Like a Pro

In this workshop attendees will learn how to use simple, actionable concepts to create a series of new time management habits and routines.

We’ll discuss how to eliminate key barriers to getting work done effectively, identify methods and technologies that will help you take control of your work day, and examine how you may be standing in your own way – and what to do about it.

Attendees will leave with a roadmap for how to immediately implement the strategies covered during the workshop.

Key takeaways:

  • Understand the mindset needed to take control of your workday
  • Eliminate key barriers to getting work done effectively
  • Implement simple, day to day strategies that will help you organize and streamline your workday 
  • Identify technologies that will support your organizational efforts

 

CLM® Application Credit: 1 hour in the category of Self-Management Skills.
CLM® Recertification Credit:  1 hour in the subject area of OM-Operations Management.
CLM® Application Credit for Functional Specialists: 1 hour in the subject area of OM-Operations Management toward the additional hours required of some Functional Specialists to fulfill the CLM application requirements. 

 

Drew Amoroso is an attorney, public speaker and founder of the legal tech company DueCourse. DueCourse is an online platform that’s changing the way lawyers think at work, specializing in mindset training and situational skill building.
Drew started his career as a senior associate at Reed Smith and is the immediate past president of the Barristers Club at the Bar Association of San Francisco (BASF). He’s the Co-Chair of BASF’s 2020 Wellness Initiative, which is focused on raising the visibility of wellness issues in the legal community and gathering lawyers to participate in wellness events.  
He’s a visiting lecturer at UC Davis School of Law, the University of San Francisco, and Golden Gate University, where he teaches a Practice Ready Seminar designed to prepare law students to make the transition from students to practice-ready lawyers. 
Prior to DueCourse, he founded Move Legal, a law firm focused on counseling clients in the fitness and health and wellness industries.

Back to top

MID-MORNING BREAKOUT SESSIONS

SCOTT JENKINS

Workplace Violence/Active Shooters

This 60-minute module is designed to provide participants with proactive and real-world tools and countermeasures they can immediately apply to their everyday when faced with volatile Workplace Violence / Active Shooter situations.  During this session we break down the triggers and telltale signs or motivators of an Active Shooter, run through scenarios to explain how these occur, what proactive measure they can implement or take beforehand to limit and or mitigate the impact, and educate participants to the use of “Situational Awareness” and the OODA principal as effective life-saving, risk mitigation tools.

Key Takeaways:

  • Proactive countermeasures to use at work, home and in transit
  • How to use “Situational Awareness” as an effective personal safety tool
  • Real-world tips on “how to react – what to do – how to survive an Active Shooter scenario”

 

CLM® Recertification Credit:  1 hour in the subject area of OM-Operations Management.
CLM® Application Credit for Functional Specialists: 1 hour in the subject area of OM-Operations Management toward the additional hours required of some Functional Specialists to fulfill the CLM application requirements. 
This program is valid for 1 PDC toward SHRM-CP and SHRM-SCP recertification.

This program is valid for 1 Business Credit through HRCI.

Scott Jenkins, CPP, CSS is Managing Director at i3 Advisory Group, LLC™, a risk mitigation, security consulting, and professional training firm.

Scott has more than four decades of industry experience in enterprise security risk management; geopolitical and business intelligence; global physical security infrastructure; protective services; global supply chain security and risk control; crisis management and emergency response programs; and global security strategy, planning and programs working in more than 38 countries.

Scott is a frequent speaker at business association, industry forums, and corporate or non-profit training events on topics such as Active Shooter – “Keys to Survival”; Emergency Preparedness and Continuity Planning; Tangible and Intangible Asset Protection; Key Person Protection and Travel Security; and “Interconnected Security & Risk Management in the 21st Century”™.

Scott lives in Brentwood, California, is an avid Men’s Physique competitor (IFBB/NPC), is fluent in French, has a Bachelor’s degree in Business Administration, is a Certified Protection Professional (CPP) with the American Society for Industrial Security (ASIS), a Certified Security Specialist with the U.S. Department of State, and was honorably discharged from the United States Marine Corps with a Top-Secret Clearance.

Back to top

LISA SMITH

Substance Abuse and Mental Health Issues in the Legal Profession: The Facts and the Path Forward

A recent ABA/Hazelden Betty Ford study revealed that lawyers are significantly more likely to experience substance abuse, depression and anxiety than the general population. Subsequent guidance issued by an ABA Task Force has put forth a proposed “Path to Lawyer Well-Being” and a challenge to legal employers to pledge to advance attorney well-being. Lisa Smith will discuss her story, how it relates to the profession more broadly, and how we might think about these issues going forward.

CLM® Recertification Credit:  1 hour in the subject area of HR-Human Resource Management.
CLM® Application Credit for Functional Specialists: 1 hour in the subject area of HR-Human Resource Management toward the additional hours required of some Functional Specialists to fulfill the CLM application requirements. 
This program is valid for 1 PDC toward SHRM-CP and SHRM-SCP recertification.
This program is valid for 1 HR (General) Credit through HRCI.

 

Key takeaways:

  • Participants will learn about the crisis-level prevalence (percentages) of substance use and mental health disorders in the legal profession.
  • Participants will learn the signs signaling that someone may be experiencing a substance use or mental health challenge in the workplace.
  • Participants will learn about the confidential and free resources members of the legal profession can avail themselves of to find help for these challenges.
  • Participants will learn about stigma in the workplace and how it can be combatted.

 

Lisa is a recovery advocate, writer, speaker, podcast host, and former practicing lawyer and law firm executive. She consults with legal employers and other organizations to break the stigma around substance use and mental health disorders, as well as to promote employee wellbeing.

Prior to beginning her more than 20-year legal administration career, Lisa practiced law in the Corporate Finance group of a leading international firm.  She most recently served for more than five years as the Deputy Executive Director of a leading New York City firm.

In addition, Lisa is the author of Girl Walks Out of a Bar, her award-winning memoir of high-functioning addiction and recovery in the world of New York City corporate law. She also co-hosts the podcast, Recovery Rocks, an inclusive discussion of issues affecting people in all kinds of recovery.

Lisa is a frequent speaker at law firms, law schools, bar associations, and other organizations. She serves on the Advisory Board of Law.com’s Minds Over Matters mental health reporting project. She also serves on the Board of Directors of the Lawyers Depression Project, which works to break the stigma around all mental health disorders and to provide peer support.

Lisa has appeared on TODAY and BBC World News discussing alcoholism and addiction. Her writing has been published in The Washington Post, Chicago Tribune, Women’s Health, Refinery29, TheTemper.com, A Women’s Thing, and WorkitHealth.com, among others.

She is a graduate of Northwestern University and Rutgers School of Law, where she served on the Editorial Board of the Rutgers Law Review

Back to top

KEN SOKOL

Data Breaches

What to do and how to advise a client dealing with a data breach in light of recent changes in legislation involving GDPR and CCPA.

Key Takeaways:

  • Attendees will learn about the underlying market and technology forces contributing to the increase in private data breaches and the resulting evolution of government regulations like GDPR and CCPA.
  • We will discuss the benefits, and perils, of current trends in cloud data migration and cloud application adoption with respect to the protection of private data.
  • The audience will receive an overview of preventative measures organizations should be, but may not be, implementing to effectively protect private data.
  • Finally, we will review how to prepare for the failure of preventative measures by reviewing the steps in a data breach response and discussion the preparation and maintenance of an organization data breach response plan.

 

CLM® Application Credit: 1 hour in the category of Information Technology.
CLM® Recertification Credit:  1 hour in the subject area of OM-Operations Management.
CLM® Application Credit for Functional Specialists: 1 hour in the subject area of OM-Operations Management toward the additional hours required of some Functional Specialists to fulfill the CLM application requirements. 

 

Ken Sokol offers more than two decades of experience in eDiscovery and information governance. As a solution architect with Epiq, Ken draws on years of experience in product management, marketing, consulting and service design to create solutions combining people, processes and technologies. In his current capacity, Ken helps Epiq clients effectively utilize our broad service and technology capabilities to reduce cost and risk complex eDiscovery matters, and optimize information governance practices.

Within Epiq, Ken is a thought leader for the utilization of advanced technologies and methods. Mr. Sokol is an evangelist for the use of advanced analytics and machine learning to eliminate costly human review of irrelevant data in eDiscovery. Mr. Sokol also supports Epiq information governance and data breach service groups.

 

 

AFTERNOON BREAKOUT SESSIONS

RENE NOURSE

5 Ways to Up Your Money Game

You may not know this, but there are some very simple ways to up your money game and get your wealth life in order.  This session will highlight 5 easy breezy ways to make it happen. But wait, there’s more! Not only are there ways to up your money game at little or no cost but others that can provide you with some amazing tax benefits too.

Key Takeaways:

  • Learn Easy Breezy Ways to Up Your Money Game
  • Understand how your financial decisions today impact your tomorrow
  • Learn how to organize, prioritize, strategize - so that you can thrive!
  • Understand that financial healthiness = financial wealthiness

 

After 25 years as a financial advisor in the corporate world, René Nourse left Morgan Stanley Smith Barney in June of 2012, to launch Urban Wealth Management Group. Sensing that a shift was taking place in the industry, her intention was to build a platform that focused on strategic financial planning alongside investment management to better serve clients. Also recognizing that women face unique and complex financial challenges, the Smart Women/Savvy Money Club was formed in order to provide a supportive, secure environment where women are encouraged to learn, explore and feel confident about making financial decisions.

A frequent guest speaker and contributor on the topic of women and finance, she has been recognized as a trailblazer and financial expert. Since 2013, she has been a guest commentator for CNBC’s Closing Bell Report, was one of twenty awardees for 2017’s Investment News' Women to Watch, a recipient of the Five Star Wealth Manager Award since 2014, and recognized by the Los Angeles Business Journal’s as one of LA’s Most Influential Wealth Managers for 2018. In January of 2019, she was elected as the 10th President of the Association of African American Advisors, a national organization dedicated to advancing and supporting African Americans in the financial planning industry. 

 

Back to top

TED DESMAISONS

Powerhouse Presence: How Getting Present Helps You, Your Colleagues, and Your Client

Savvy leaders, skillful teammates, and awesome partners all know the same truth that theatre pros have practiced for centuries: when we’re fully present, we move with confidence, remain calm, and connect with ease. In other words, we bring out the best in ourselves and others.

Do you find yourself shrinking from valuable opportunities for connection or driving others away with unintentional intimidation? 

Do you wonder how you could become a more effective and more valuable partner or team member? 

Do you wish you could speak more clearly when the stakes are high? 

Based on the work of renowned British voice and acting coach Patsy Rodenburg, this workshop will show you how to inhabit “Second Circle,” a physical and attitudinal way of being that generates:

  • resilient confidence
  • creative power
  • authentic connection

 

Through safe and playful movement, breathing, and speaking exercises, you’ll learn to cultivate and experience a grounded, attentive presence that applies in professional settings—and anywhere else in life. 

Key Takeaways:

  • an effective micropractice for resetting to a place of calm presence in times of high stress or overstimulation
  • an innovative appraoch to changing relationship to failure and mistakes that promote creativity and productivity
  • a playful framework to improve listening skills, increase collaboration, and support nimbleness with surprises

 

CLM® Application Credit: 1 hour in the category of Self-Management Skills.
CLM® Recertification Credit:  1 hour in the subject area of OM-Operations Management.
CLM® Application Credit for Functional Specialists: 1 hour in the subject area of OM-Operations Management toward the additional hours required of some Functional Specialists to fulfill the CLM application requirements. 
This program is valid for 1 PDC toward SHRM-CP and SHRM-SCP recertification.

This program is valid for 1 HR (General) Credit through HRCI.

A graduate of Stanford Business and Harvard Divinity schools, Ted DesMaisons trained to teach mindfulness with Jon Kabat-Zinn and others at the University of Massachusetts Medical School and has studied, taught and performed improvisation internationally, including with BATS Improv in San Francisco, CA. He is one of an elite group of registered trainers who have worked with renowned UK acting and voice coach, Patsy Rodenburg.

Currently, he teaches Playful Mindfulness and personal and vocal presence through Stanford University’s Continuing Studies program. He co-hosts the Monster Baby Podcast (“a curious romp through the worlds of mindfulness and improvisation”) which reaches listeners in more than 60 countries, and his first book, Playful Mindfulness: a joyful journey to everyday confidence, calm, and connection, has received praise for its insight, originality, relevance and humor.

He lives near the beach cliffs of Daly City, California with Luna and Marley, his two quirky and charismatic spotted Ocicats.

Back to top

TODAY'S TRENDS IN LEGAL SUPPORT STAFFING MODELS

The traditional "legal secretary" role and model have evolved over the years with an intent to improve efficiencies and increase staffing ratios. What's next for legal support of the future?  In this session, we will discuss the latest trends in staffing models to include voluntary retirement programs, succession planning, alternative work schedules, remote work policies, and much more.  Join HR leaders in a discussion to learn more about the concepts implemented by ALA peers – where we have been, where we are now, and what to expect in the future.

Key Takeaways:

  • Participate in a discussion about the next level of legal support staff models and how to adopt a plan that works best for your firm
  • Discover how firms faced with a retiring workforce have implemented voluntary retirement programs and how to locate the talent necessary to replace them.
  • Discuss legal support trends now and in the future.

 

CLM® Application Credit: 1 hour in the category of Organizational Development.
CLM® Recertification Credit:  1 hour in the subject area of LI-Legal Industry/Business  Management.
CLM® Application Credit for Functional Specialists: 1 hour in the subject area of LI-Legal Industry/Business Management toward the additional hours required of some Functional Specialists to fulfill the CLM application requirements. 
This program is valid for 1 PDC toward SHRM-CP and SHRM-SCP recertification.
This program is valid for 1 HR (General) Credit through HRCI.

 

DeAnna Ouderkirk, CLM, MBA, SPHR, is the Director of Administration at Sheppard Mullin. She is responsible for operations and administration of the firm. Working collaboratively with the firm leadership and her team, she plans, develops and implements best practices to improve the effectiveness of their processes and focuses on "Client First" quality, consistency and efficiency in all of the firm's offices. Ouderkirk is the Chair of the Certification Committee for the Association of Legal Administrators, the current VP/President-Elect of the Golden Gate Chapter of ALA, and an active member of the Bay Area Human Resource Executives and the Society of Human Resource Managers.

Julie Logan, SPHR, SHRM-SCP, is the Director of Associate Recruiting & Legal Support Services at Thompson Coburn LLP in St. Louis, Missouri.  With more than 30 years' experience in the legal industry, Logan is a strategic and influential human resource professional with proven achievements in leading organizational initiatives, innovation, process improvement, and comprehensive human resource programs.  She led workforce realignment projects and executed team structures in two firms.  Logan has been a member of ALA since 1998 and has served in numerous leadership positions on the local, regional and international levels, including a three-year term as At-Large Director on the ALA Board of Directors.  Currently, she is President of the Gateway Chapter.  Logan acquired bachelor's degrees in Psychology and Sociology and holds two human resource professional certifications.

Back to top