2017 Professional Development Institute Planning Committee

[Pages:12]2017

Professional Development Institute

Nov. 30 ? Dec. 1, 2017 | Washington, DC | Mandarin Oriental | #NalpPDI

Co-Sponsored by

In Collaboration with

2017 Professional Development Institute Planning Committee

Andy Colon Thompson Hine LLP

Amy Hancock Andrews Kurth LLP

Janet Hutchinson University of Richmond School of Law

Kathleen Dunn Katten Muchin Rosenman LLP

Dana Gray Faegre Baker Daniels LLP

Michele Hoff University of Connecticut

School of Law

Milana Hogan Sullivan & Cromwell LLP

Jennifer Pangione Skadden, Arps, Slate, Meagher & Flom LLP

Kara Sutherland McMillan LLP

NALP & ALI CLE thank the

following sponsors for

their educational support

of the 2017 Professional

?

Development Institute

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2017

Professional Development Institute

2017 Professional Development Institute from NALP and American Law Institute CLE

In collaboration with the Professional Development Consortium

The 2017 Professional Development Institute is the must-attend conference for learning about current trends in lawyer professional development, exploring key issues facing the legal industry, hearing about proven programs to give your lawyers and law students the competitive edge they need, and networking with over 300 law firm and law school PD contacts. If you are responsible for professional development in a law firm, law school, corporation, or government agency, the Professional Development Institute will equip you and your organization to stay ahead in today's challenging environment.

"Networking with my peers in the industry is a vital part of this conference. Knowledge about PD trends happening around the country makes me invaluable at work." -- Past PDI attendee

How can PDI benefit law firm PD professionals? Today's law firm PD professionals have more varied responsibilities than ever before. The demands for increased professional development and training, combined with industry trends and business realities, have added to the challenges faced by PD professionals. Whether it's engaging your associates, implementing project management training, or developing your law firm leaders, the 2017 Professional Development Institute will help you stay on top of the latest PD trends and techniques and give you access to a network of PD professionals who are facing the same challenges.

"The conference app provided great handouts and takeaways that I could use when I returned to my desk on Monday morning." --Past PDI attendee

How can PDI benefit law school career professionals? Law school career professionals must constantly look for ways to help make law students more employable in today's competitive job market. The 2017 Professional Development Institute is an opportunity for you to hear directly from law firm professionals about the skills they are looking for in first-year associates and to learn about proven programs at other law schools. Law school attendees will also find significant value in sharing best practices, new ideas, and hot topics with other law student PD professionals.

"The roundtable discussion session during lunch is an important way for law school PD professionals to share information and ideas, and I appreciated the timely educational programming as well." -- Past PDI attendee

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How to Register

To register for the 2017 Professional Development Institute, go to events and select 2017 Professional Development Institute. The system allows online registration and payment with a credit card or pay by check (select the latter if you wish to receive an invoice).

Registration Rates

Professional Development Institute

$695 per person Members of NALP, ALI CLE, and PDC

$815 per person Non-Members

$475 per person

Registrants from public interest and government organizations

Pre-Conference Workshop: PD Management Foundations $75 per person Attendees of PDI and/or the PDC meeting $150 per person Attendees of the workshop only

Special Offer!

Add the new book by opening plenary speaker Jordan Furlong to your registration for just $20

(a $15 savings).

Law is a Buyer's Market: Building a Client-First Law Firm

This is the latest publication by this prominent legal market analyst and industry consultant.

Books will be distributed onsite at PDI.

Hotel Reservation Procedure

Mandarin Oriental Hotel 1330 Maryland Avenue, SW Washington, DC 20024 202-554-8588 washington

Attendees will make hotel reservations during the registration process. Hotel reservation confirmations will be sent directly from the Mandarin Oriental Hotel. Hotel rooms will not be reserved without a credit card.

? Register early. The room block tends to fill up quickly and once the block is full (or after the cutoff date of November 7, whichever comes first), hotel rooms are subject to availability.

? The sleeping room rate at the Mandarin Oriental Hotel is $275 (plus 14.5% tax) per night based on single or double occupancy.

Cancellation Policy

? Full refund for cancellations received by November 3 minus a $100 cancellation fee.

? 50% refund for cancellations received November 4-10.

? No refunds after November 11.

? Hotel room cancellations must be made 72 hours prior to arrival or a charge equal to the first night's room and tax will result.

All programs and times are subject to change. Please check events for the most up-to-date conference schedule.

Travel Discounts

For your convenience, Professional Service Firm Travel, LLC (PSFT) will be the official travel service for this event. PSFT will research the most economical route, airline, and flight times to help get you the lowest possible fare. PSFT has special contract airfares that are available to attendees of this meeting.

Professional Service Firm Travel, LLC Phone: 212-592-1370 or 1-888-773-8728 Fax: 212-532-5776 Email: lmelendez@ or

jduberry@

PSFT reservation hours are Monday - Friday, 8:30 am - 6:00 pm ET. Make your reservations with Professional Service Firm Travel, LLC by calling 1-888-773-8728 and asking for Lissette or Jacqueline (please identify yourself as attending a NALP conference). A $35 transaction fee will be applied to all tickets purchased.

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Conference Agenda

Wednesday, November 29

3:30 ? 6:30 pm Pre-Conference Workshop: Management Foundations for PD Professionals

Thursday, November 30 8:00 ? 9:30 am

9:30 ? 10:45 am 11:00 am ? 12:15 pm

12:15 ? 1:15 pm 1:30 ? 2:45 pm 3:00 ? 4:15 pm 4:15 ? 5:30 pm

Registration

Plenary Concurrent Sessions Networking Lunch Concurrent Sessions Concurrent Sessions Networking Reception

Professional Development Consortium (PDC) Winter Meeting

Wednesday, November 29 9:00 AM - 5:00 PM

Go to for details.

Friday, December 1 8:00 ? 9:00 am 9:00 ? 10:15 am 10:30 ? 11:45 am

11:45 am ? 12:45 pm 12:45 ? 2:00 pm 2:15 ? 3:30 pm

Registration Plenary Concurrent Sessions Networking Lunch & Law School Member Roundtable Concurrent Sessions Concurrent Sessions

Conference Sponsored by ALI CLE and NALP in collaboration with the Professional Development Consortium

ALI CLE is the premier national provider of continuing legal education in the United States, offering a comprehensive national curriculum of live courses, distance learning, and electronic and print publications. ALI CLE also assists law offices from coast to coast in providing professional development to their lawyers, including customized PD solutions, national conferences, online CLE content and materials, and other resources for advancing lawyer professional development.

NALP is an association of over 2,500 legal career professionals who advise law students, lawyers, law offices, and law schools in North America and beyond. NALP believes in fairness, facts, and the power of a diverse community. We work every day to be the best career services, recruitment, and professional development organization in the world because we want the lawyers and law students we serve to have an ethical recruiting system, employment data they can trust, and expert advisers to guide and support them in every stage of their careers.

The Professional Development Consortium (PDC) is a group of individuals working at law firms, law schools, government agencies, and corporations who are responsible for developing and administering training and professional development for lawyers.

CLE Credit

Virtually all ALI CLE programs are accredited in mandatory continuing legal education (MCLE) jurisdictions for varying numbers of credit hours. The Professional Development Institute is expected to qualify for CLE credit in jurisdictions that accredit live courses on law practice management. For specific information on CLE accreditation in your state, please email TeamMCLE@ali-.

Private Coaching Sessions

One-on-one coaching is a highly effective form of training for lawyers and professionals seeking to improve their performance, advance their careers, and become more effective leaders. Donna Wannop, Coach and Consultant at the Leadership Research Institute, will provide individual coaching sessions during the 2017 PDI. Sign-up information will be available to registrants in advance of the conference.

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WEDNESDAY, November 29

PRE-CONFERENCE WORKSHOP

3:30?6:30 PM

Management Foundations for PD Professionals This hands-on workshop gives newer PD professionals the fundamental skills and knowledge they need to get off to a great start and grow into their PD roles. Participants in this preconference workshop get valuable insights into the responsibilities of PD professionals, as well as helpful forms, templates, and resource lists. Topics covered include associate orientation and integration, training, MCLE compliance, core competencies, benchmarks, evaluations, and mentoring programs. Participants also have the opportunity to discuss current projects, successes, and challenges.

Andrew Hales, Sr. Director of Professional Development and Training, Venable LLP

Molly Peckman, Principal, Molly Peckman Training & Development

Whether you are newer to the PD field, assuming new PD responsibilities, or have a staff member in your office who could benefit from training, this optional workshop offers a wonderful opportunity to learn and build a network within the field.

"The Management Foundations for PD Professionals workshop was well worth my time. The session is fast paced and the curriculum covered all the major PD topics ? the time flew by! I took pages of notes with tips and tricks to make things run more efficiently in my office. I could not wait to put the new ideas to work for me!" ? Past Foundations Workshop attendee

Separate registration fee required.

THURSDAY, November 30

Registration

8:00?9:30 AM

Prepaid breakfast service available. Coffee service will be provided to

all participants.

PLENARY

9:30?10:45 AM

Professional Development in the Client-First Law Firm

of the Future A decade after the 2007 financial crisis, law firms face waves of unprecedented challenges. Clients have taken the upper hand with outside counsel, as law firms grapple with competition from technology companies and alternative legal services providers while coping with shrinking retainers and internal succession crises. Jordan Furlong, legal market analyst and industry consultant, contends that law firms must now transform themselves from short-term partner-profit "hotels for lawyers" into productive, client-focused, legal solutions enterprises. In the coming years, law firms will generate revenue from a diverse range of sources ? including technology-driven products, strategic advisory services, and the contributions of skilled "non-lawyers" ? rather than from the billable efforts of lawyers alone.

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Among the many implications of these changes will be a new set of challenges and opportunities around professional development in law firms and law schools. What new skills will be required of law students and new lawyers joining law firms in 2020 and beyond? What are the professional development implications of multi-disciplinary law firms with growing ranks of "non-lawyers"? Furlong, author of the recently published Law Is a Buyer's Market and publisher of the influential Law21 website, will share his insights about what the future of large law firms in North America means for PD professionals.

Jordan Furlong, Principal, Law21

CONCURRENT SESSIONS

11:00 AM?12:15 PM

Future-Proofing Your Career: How I Learned to Utilize My PD Network Every day we PD professionals go to work thinking about the next career and development steps for our associates and partners. How often do we think about our own development and career paths? Do we have networks to rely upon and resources to use when needed? Do we know how to make ourselves indispensable without working ourselves to death? How can we reinvent ourselves to keep up with the ever-changing legal environment? PD professionals must make time to attend to their own career paths to ensure they are well positioned for the future of law firm and law school PD, whatever that will be! This session will help you to focus on your path by providing a variety of career tips from both the firm and school arena. You will leave with at least one concrete action item, along with a follow-up plan with built-in accountability from the panel and a colleague to support your future-proofing plans.

Elizabeth Foster-Nolan, Director of Professional Development, Goulston & Storrs PC

Sandee Magliozzi, Associate Dean for Experiential Learning and Clinical Professor of Law, Santa Clara University

Terri Mottershead, Director, Center for Legal Innovation

Jeanne Picht, Director of Attorney Talent Strategy, Fenwick & West LLP

Helping Law Students and New Lawyers Find Their "X Factor"

It is often easier to counsel students who perform well academically, participate in law review, compete on the mock trial competition team, or receive multiple academic awards. Their value to employers is easy to identify. But that is a relatively small portion of the students (and new lawyers) whom we are tasked with helping. As law career counselors and PD professionals, we must also help law students and recent graduates who were not high performers during law school. How do we help them convey their worth to employers and other associates when they are not sure of their own value?

Rupa Bhandari, Assistant Dean and Adjunct Professor, Santa Clara University School of Law

Corey Farris, Associate Dean, Golden Gate University School of Law

The F Word: Feedback Without All the Static

Feedback is the engine that drives professional development, yet we all know that most feedback ? whether complimentary or constructive ? remains uncommunicated. In this session, our panel

will diagnose the barriers to obtaining candid and timely feedback, explore the three different forms of feedback, and test-drive practical tools and strategies that our lawyers and law students can use to form effective feedback habits.

Eilish M. Cahalan, East Coast Director of Training & Development, Sidley Austin LLP

Jody Rosen Knower, Chief Training & Professional Development Officer, Sidley Austin LLP

The Missing Ingredient: How to Use Liminal Thinking to Enhance Lawyer Learning Why offer powerful, unique training programs if the new knowledge and skills don't stick? Lawyers and law students are smart and accomplished, but these attributes can actually make it harder for them to consider fresh perspectives and accept new ways of doing things. Luckily, the ability to learn is learnable, and liminal thinking, a kind of mindfulness, is the key. Though often associated with stress relief and focus, mindfulness cultivates a mental flexibility that makes new information and skills easier to learn and "stickier." This session draws on cutting-edge research to show how PD professionals can help lawyers learn more effectively.

Donna Branca, Director of Strategic Leadership, Blank Rome LLP

Jon Krop, Founder, Mindfulness for Lawyers

Sheri Zachary, Director of Career Development and Inclusion, Saul Ewing LLP

Training for Change and Innovation How do we provide training that supports continuous change and innovation? In the current competitive environment, law firms are responding to the need to deliver commoditized corporate and other legal services in a more automated, efficient, and cost-predictable way. Frequent changes to the technology and software to obtain this efficiency and predictability require the flexibility to adopt new roles and develop new skills while minimizing the ramp-up time and the discomfort that inevitably accompany any significant change. Join our panel as they step you through a case study on how they implemented and continue to drive the changes demanded in today's legal environment.

Janette Canvin, Chief Legal Talent Officer, Osler, Hoskin & Harcourt LLP

Robin Porter, Change Management Consultant, Osler, Hoskin & Harcourt LLP

Visualize This! Using Visuals to Supercharge the Impact of Your Learning Why are so many of our training and learning opportunities "talking head" or "voice-over PowerPoint text" when study after study shows that visual memory is far superior to auditory? Hear something, and three days later you will remember 10% of it. Add visuals and you will remember 65%. Our senses are designed to work together, so when these components are combined in a learning environment, the brain pays more attention and problem-solving capabilities are greatly increased. This session will explore how we can leverage the power of visuals to supercharge the impact of our learning and development initiatives.

Steve Gluckman, Chief Executive Officer, LawFirmElearning

Elisia Stewart, Director of Learning Solutions, LawFirmElearning

Lunch

12:15?1:15 PM

This networking lunch is included in the registration fee.

CONCURRENT SESSIONS

1:30?2:45 PM

A Cure for the Summertime Blues: Creating Engaging Learning Opportunities for Your Summer Associates Gone are the summers of parties, sailing trips, and free lunches. Summer recruits now expect meaningful learning opportunities that help build the skills they will need to be successful future associates and hit the ground running in our firms. This session will share best practices and sample curricula for summer associate training. Topics will include collaborating with your recruiting committee and colleagues, incorporating innovative training techniques such as eLearning and gamification, and capitalizing on training time to build relationships and connections.

Michele Bendekovic, Director of Attorney Development and Diversity, Bass, Berry & Sims PLC

Michael Ende, Associate Dean, Office of Career Services, William & Mary Law School

Kristin Heryford, Manager, Professional Development, Fenwick & West LLP

Molly Peckman, CEO, Molly Peckman Training & Development

Confronting a Crisis: Strategies to Retain AfricanAmerican Male Lawyers Let's be honest, when it comes to retaining African-American male lawyers in the large law firm setting, we are in a crisis. However, until there is realistic and transparent dialogue about the seriousness and implications of this dilemma, we will continue to see nothing more than a merry-go-round of lateral lawyers hopping from one firm to another, stagnating their careers, and further reducing their chances of making partner. This session will challenge us to rethink the way we deal with the current efforts to develop, retain, and promote African-American male lawyers.

Cedric Ashley, Managing Director, LifeCycleLegal LLC

innov8 & collabor8: Engaging Your Lawyers in Design Thinking and Action Learning Want to bring innovative thinking to your lawyers and new solutions to your firm? What about using training to build cross-practice collaboration? Maybe action learning and design thinking concepts are for you. "Design thinking" is a human-centered approach to innovation that integrates the needs of people, the possibilities of technology, and the requirements for business success. Attend this session to learn the basics of action learning and design thinking, and to experience a slice of the process. Then learn about how one firm brought some of these concepts to train lawyers who worked in small teams to collaborate and create new solutions to firm challenges.

Lori Berman, Director of Professional Development, Hogan Lovells

Heather Bock, Global Chief Learning Officer, Hogan Lovells

Michelle Nash, Professional Development Projects Director, Hogan Lovells

Amber Romine, Principal, Pond Leadership Group

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Thursday, November 30, 1:30 PM cont.

Leave Them Wanting More: Public Speaking Best Practices

With today's increased use of electronic communication, public speaking seems to be taking a back seat to various other forms of communication. Yet public speaking is still a skill that we use every day, whether in team meetings, in videoconference meetings, or in presentations to our colleagues. When was the last time that you evaluated your effectiveness in public speaking? Are you creating experiences that your listeners want more of? How well are you engaging your audiences and making them feel that they have gained value from interacting with you? Come to this session to refresh your skills so you can answer in the positive to these questions and become a proficient public speaker.

Tracy LaLonde, Managing Partner, Xaphes

New Approaches to Lawyer Reviews and Performance Feedback

Law firm leaders have long felt that the tremendous efforts put into the formal year-end evaluation process by both lawyers and administrative staff have not translated into the kind of feedback that associates want and need. Feedback collected through traditional review processes is often too vague, too light, and too late. Consulting firms and other major corporations have led the way towards a new approach by eliminating the annual review process entirely and collecting feedback in new and innovative ways. Now a handful of law firms are beginning to follow suit. In this session, we will hear from one team about their new approach to evaluations and the lessons they've learned along the way.

Milana Hogan, Chief Legal Recruiting & Professional Development Officer, Sullivan & Cromwell LLP

Celene Judge, Head of Human Resources, Allen & Overy LLP

Rich Wyman, Senior Manager of Professional Development, Allen & Overy LLP

The ROI of Outplacement Counseling: How and What Do Law Firms Benefit?

Outplacement assists exiting lawyers with their job search ? but what does it do for the law firm? This session will discuss the benefits of outplacement for the bottom line of law firms, specifically how it acts as a catalyst to maintain law firm ties with alumni lawyers, encourage relationship-building between law firms and existing clients, and provide mentoring opportunities for senior/ retiring partners. This session features experienced outplacement counselors who will provide examples of job search counseling techniques and tactics which benefit not just the exiting lawyer, but the law firm as well. The panel will also offer ideas for PD professionals to assist exiting lawyers in their job search with an eye to benefiting the firm and building positive relationships.

Kathleen Brady, Senior Advisor, Preferred Transition Resources

Catherine Duke, Legal Director, Labor and Employment Dept., Proskauer

Barbara Epstein, Senior Consultant, Preferred Transition Resources

Carlynn Magliano Sweeney, Managing Director, Preferred Transition Resources

CONCURRENT SESSIONS

3:00?4:15 PM

Getting the Most Out of Your New Associates: Client, Law Firm, and Consultant Perspectives This session offers three perspectives ? client, firm, and consultant ? on how to design highly effective associate orientation and integration programs that will allow associates to make meaningful contributions from day one. The panel will explore the client perspective on areas most ripe for improvement, the consultant perspective on prioritizing key skills at the outset of a lawyer's career, and the firm perspective on incorporating these objectives in on-boarding and integration, including selling this approach to senior management. The session will also address the foundational question: how to get millennials to buy into the path to success within the notoriously hierarchical firm model. Understanding these three important perspectives will help you develop junior associates who can confidently deliver high-quality work with every client penny.

Andy Cavo, Vice President, Americas Litigation, Barclays Capital

Victoria Coyle, Founder, Leading Legal Practice

Lauren Tierney, Senior Manager of Professional Development, Sullivan & Cromwell LLP

Harnessing Your Inner Critic for Good

The inner critic can be full of criticism, frustration, or disapproval. It can hinder our ability to think creatively, take risks, and approach difficult situations with confidence and ease. This session will explore the role of one's inner critic through experiential exercises. We will work through personifying the inner critic and identifying negative or self-defeating thought patterns and explore the research behind working with negative thought patterns, such as neuroscience, cognitive behavior, mindfulness, and positive psychology. This session will give you practical tools to use with your lawyers or law students so they can channel their inner critic for good and use it as a source of strength.

Shannon Callahan, Senior Counsel, Seyfarth Shaw LLP

Jeena Cho, Legal Mindfulness Facilitator

Courtney Wylie, Professional Development Coordinator, Drinker Biddle & Reath LLP

Inclusion Nudges: Structural Changes That Help Lawyers and Legal Professionals Interrupt Unconscious Bias

Unconscious bias is one of the biggest challenges to advancing diversity and inclusion in the legal profession. While training on unconscious bias is an essential first step, legal organizations seeking to get ahead of the curve are embedding bias-interrupters into their processes and procedures. Attend this session to learn how to nudge any process in your organization to make it more bias-proof. You will also learn how law firms and legal departments are creating inclusion nudges, practice nudging a process with your peers, and receive lists of inclusion nudges that could be implemented in your recruiting, hiring, assessment, and promotion processes.

Laura Acosta, Director, Diversity + Inclusion, Goodwin Procter LLP

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MCLE is available for this conference.

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