BUILDING A WINNING TEAM: Meeting the Challenges · Development, Greenberg Traurig, LLP Caren Ulrich...

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LAWYERDEVELOPMENTINSTITUTE JUNE 7-8, 2007 The Westin Tabor Center, Denver BUILDING A WINNING TEAM: Meeting the Challenges of Lateral Integration 2007

Transcript of BUILDING A WINNING TEAM: Meeting the Challenges · Development, Greenberg Traurig, LLP Caren Ulrich...

Page 1: BUILDING A WINNING TEAM: Meeting the Challenges · Development, Greenberg Traurig, LLP Caren Ulrich Stacy, Director of Professional Development, Recruiting & Legal Personnel, Arnold

LAWYERDEVELOPMENTINSTITUTE

JUNE 7-8, 2007The Westin Tabor Center, Denver

BUILDING A WINNING TEAM:Meeting the Challenges of Lateral Integration 2007

Page 2: BUILDING A WINNING TEAM: Meeting the Challenges · Development, Greenberg Traurig, LLP Caren Ulrich Stacy, Director of Professional Development, Recruiting & Legal Personnel, Arnold

Recruiting the right people for your firm is always a challenge. But once they’re on board,there’s even more work to do. This innovative and interactive program will give you thelatest strategies and tools to retain and advance lateral talent in your organization.Identify the fundamental needs of your laterals, analyze the key drivers of lateral integrationat your firm, examine best practices in associate and partner integration, discuss special considerations in lateral integration, and learn how to maximize your lateral integration plan.Time will be allotted for you to incorporate the session information into your own modelintegration plan, keyed to your firm’s specific culture and needs.

NALP and ALI-ABA are pleased to announce the 2007 Lawyer Development Institute,Building a Winning Team: Meeting the Challenges of Lateral Integration. Thisyear’s conference will address, in depth, strategic issues and best practices in lateral integration and training and give you a hands-on opportunity to devise or enhance your firm’s lateral integration plan.

The conference also features a special keynote addressing the findings of Major Lindsay & Africa’s newly released 2006 Lateral Partner Satisfaction Survey and the important implications of those findings for your firm.

Participants will receive at no additional charge a copy of NALP and The NALP Foundation’s leading text on lateral integration, Loyalty by Design: A Practical Guide for Developing an Effective Associate Integration Program.

BONUS!

PLANNING COMMITTEE

Debra Forman,

Toronto, Ontario, Canada

Jeffrey Gilbert,

Greenberg Traurig, LLP,

Fort Lauderdale, Florida

Jennifer Pangione,

Skadden, Arps, Slate, Meagher & Flom LLP,

New York, New York

Caren Ulrich Stacy,

Arnold & Porter LLP,

Boulder, Colorado

MANDATORY CLE CREDIT

Virtually all ALI-ABA courses are fully

accredited in mandatory continuing legal

education (MCLE) jurisdictions for varying

numbers of credit hours. Please note that

some jurisdictions do not accredit courses

on law practice management. To obtain

specific information on MCLE accreditation

of this program, please contact Laurel

Landau at 215-243-1692 or 800-CLE-NEWS

(800-253-6397), ext. 1692

(toll-free, U.S. and

Canada) or at

[email protected].

ABOUT THE SPONSORSAmerican Law Institute-American Bar Association Continuing ProfessionalEducation (ALI-ABA) is the premier provider of continuing legal education in the UnitedStates, offering a comprehensive array of courses, products, and services to the legal communitynationwide. Among its services, since 1985 ALI-ABA has assisted law offices from coast tocoast in providing in-house training and professional development to their lawyers, includingtraining programs, national conferences, training information and materials, MCLE complianceassistance, and other resources for advancing lawyer professional development.

NALP – The Association for Legal Career Professionals™ is the leader in providingresearch, education, and direction for the career planning, recruitment and hiring, employ-ment, and professional development of law students and lawyers. Recognizing the needs ofmany members and non-members who are expanding their roles within the field of lawyerprofessional development, NALP has partnered with ALI-ABA to co-sponsor the ProfessionalDevelopment Institute and Lawyer Development Institute.

NALP and ALI-ABA thank Reqwired, Inc. and LearnLiveTechnologies for their sponsorship of the 2007 LawyerDevelopment Institute. To learn more about Reqwired, Inc. orLearnLive Technologies visit their websites at www.reqwired.comand www.learnlive.com.

The Lawyer Development Institute (LDI), sponsored by NALP and ALI-ABA, is meant tocomplement the very successful PDI conference series held in Washington, DC, everyDecember. Each June, the LDI series takes up one topic of interest to professionals who workin the lawyer professional development field and addresses that topic in depth, providing anopportunity for advanced learning. Professionals of all experience levels are encouraged totake advantage of this seminar-style educational conference.

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9:00 – 10:00 AM Registration and Continental Breakfast

10:00 – 11:00 AM The Four Fundamental Needs of Lateral AttorneysWhether a third-year associate or a twenty-year partner,every lateral attorney needs functional, intellectual, social,and emotional integration into your firm. How well you areable to address these needs can be critical to the attorney’sproductivity, satisfaction, and loyalty to the firm. This openingsession will examine these four fundamental needs, offerpractical ideas for incorporating them into your firm's integration planning and programming, and give you practical advice for keeping and advancing the talent you’ve worked so hard to recruit.

Jeffrey Gilbert,Shareholder in Charge of Professional Development, Greenberg Traurig, LLP

Caren Ulrich Stacy,Director of Professional Development, Recruiting & Legal Personnel, Arnold & Porter LLP

11:00 – 11:15 AM Break

11:15 AM – 12:30 PM Connecting Laterals to Your Firm Culture andBusiness StrategyCommunicating firm culture and strategy to laterals isessential for their successful integration into the firm.This session will help you identify key personnel whoshould be the drivers of your integration process andexplore how they can best convey the firm’s philosophy,strategy, and goals to lateral attorneys. Integration specialists will share their experiences in building firmloyalty by communicating these important and often subtle aspects of firm life. This session will give you step-by-step guidance in developing an integration planthat will help you connect to your laterals and help yourlaterals connect to your firm.

Sandy Grossman,Director of Lateral Integration and Firm Development, Greenberg Traurig, LLP

Susan Irion,National Director of Professional Development,DLA Piper

12:30 – 1:30 PMNetworking Luncheon

1:45 – 2:45 PM KEYNOTEAfter the Handshake: Measuring Lateral Partner SatisfactionLateral retention programs have come a long way in thelast ten years, but more can always be done to protectyour firm's investment in lateral partner talent. Major,Lindsey & Africa's 2006 Lateral Partner SatisfactionSurvey assessed the overall satisfaction of over 1,000lateral partners in the United States and abroad and identified the key factors affecting lateral partner satisfaction.In this cutting-edge session, one of the architects of thesurvey will review the survey's findings, giving you valu-able insights into what your lateral partners are lookingfor in their transition to your firm.

Chuck Fanning,Co-Leader of the Global Partner Practice Group,Major, Lindsey & Africa

2:45 PM – 3:00 PMBreak

3:00 – 4:00 PM Integrating Lateral AssociatesThe NALP Foundation's research shows that lateral associates have higher rates of attrition than first-yearhires. An effective lateral associate integration programshould help to build the connections that keep lateralassociates productive and engaged in your firm. Buildingon the morning's discussions, this session will explorestrategies for integrating lateral associates that will help you create or refine your firm's lateral integrationprogram. Best practices to be discussed include per-forming a needs assessment to determine what lateralsneed to know and how and when they should learn it;designing and scheduling the integration program todeliver the information and support when it is needed;identifying and meeting lateral expectations while helpinglaterals identify and meet firm expectations; developingprograms and events that foster social and cultural integration; and institutionalizing follow-up mechanismsto ensure integration is occurring.

Ruth C. Hauswirth,Director of Professional Development,Cooley Godward Kronish LLP

Lisa Keyes,Partner and Director of Professional Development,King & Spalding LLP

4:00 – 4:15 PM Break

4:15 – 5:15 PMIntegrating Lateral PartnersAs the next step in developing a lateral integration plan,this session will explore the specific needs of your lateralpartners. As with associate integration, the right content,delivery, and timing of integration activities for lateral partners is essential, but with different emphases andoutcomes. The panel will provide tips for targeting theright deliverables in partner integration; focusing activitieson lateral partners’ “hard-to-pin-down” time, such asmarketing; supporting lateral partners’ internal and clientdevelopment; managing expectations; and promoting,adjusting, and adding to firm culture.

Anne Bowen,Director of Partner & Counsel Integration,Hogan & Hartson LLP

Chuck Fanning,Co-Leader of the Global Partner Practice Group,Major, Lindsey & Africa

F R I D A Y, J U N E 8 , 2 0 0 7

8:00 – 9:00 AM Continental Breakfast

9:00 – 10:00 AM Special Considerations in Lateral Associate andPartner IntegrationOne size does not fit all - the nuances of your firm and itssituation need to be taken into account when planning andimplementing your lateral integration program. This sessionwill explore special considerations and particular integrationissues that may shape your firm’s approach to lateral integration. Whether the topic is integration issues relatedto managing and meeting the expectations of lateral attorneys, conflicts of interest, firm mergers, office or practicegroup acquisitions, the impact of lateral hiring on otherattorneys, or distinctions in title, this session will give youtips for recognizing and meeting your toughest integrationchallenges.

Dan Binstock,Managing Director, BCG Attorney Search

Philip J. Davis,Partner, Wiley Rein LLP

10:00 – 10:15 AMBreak

10:15 – 11:45 AM Maximizing Your PlanYou’ve developed your plan for associate and partnerintegration. You’ve identified the ideas and the approachesyour firm and its culture will embrace. Now it’s time to takeyour plan from drawing board to reality. Wherever youstart, to be most successful, you’ll need to implementyour plan across the organization at all levels: firm, office,class or experience level, practice group, and client team.This session will show you how to approach integrationfrom an organizational perspective to maximize the over-all impact of your integration plan.

Debra Forman

Caren Ulrich Stacy,Director of Professional Development, Recruiting & Legal Personnel, Arnold & Porter LLP

11:45 AM – 12:00 PMWrap-Up

SPECIAL FEATURE!Attend this program and receive a detailed template for designing or augmenting your own lateral integration plan. Selected sessions will conclude with a 15-minute mini-workshopduring which you can individually use this template as a framework to assess and apply theconcepts discussed to your firm and build your own model integration plan. The template isalso a valuable take-home tool for later use in your office.

T H U R S D A Y, J U N E 7 , 2 0 0 7

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1025 Connecticut Avenue,NW Suite 1110Washington,DC 20036-5413

Phone:(202) 835-1001

www.nalp.org

FEES$495 per person for NALP and ALI-ABA In Housemembers$595 per person for non-members$395 per person for registrants from public interestorganizations

HOW TO REGISTEREvent registration is available online at www.nalp.org. Thesystem allows you to register and pay with a credit card or check online and it also allows you to book your hotel at the same time. Your hotel reservation will be forwardedto the hotel upon receipt of your conference registrationpayment. To access the online registration system, go towww.nalp.org, click on Events and select 2007 LawyerDevelopment Institute. Once you have registered, a confir-mation email will be sent to the email address specified inyour registration. Hotel reservation confirmations will besent separately from the Westin Tabor Center. Hotel roomswill not be reserved without a credit card.

CANCELLATION POLICYYour registration fee will be refunded, less a $100.00 processing fee, if your cancellation is received in writing byMay 17, 2007. Hotel room cancellations must be made72 hours prior to arrival or it will result in a forfeiture ofyour deposit equal to first night’s room and tax.

HOTEL RESERVATION PROCEDURE• Upon receipt of your paid registration, NALP will reserve

your hotel accommodations at the Westin Tabor Center,according to your specifications, should you require them.

• You must guarantee your hotel reservation by includingyour credit card number in the hotel section of the registration form.

• Once your reservation is confirmed at the hotel, you willreceive an electronic confirmation from the reserva-tions department of the Westin Tabor Center.

• Register early. The room block tends to fill up quicklyand once the block is full (or after the cutoff date of May14) hotel rooms are subject to availability.

• The sleeping room rate at the Westin Tabor Center is$189 (plus 14.85% taxes) per night based on single ordouble occupancy.

The Westin Tabor Center1672 Lawrence StreetDenver, CO 80202303-572-9100 – Phone303-572-7236 – Fax

TRAVEL DISCOUNTSFor your convenience, Professional Service Firm Travel,LLC (PSFT) has been selected as the official event travelservice for this event. PSFT will research the most economical route, airline and flight times to help get youthe lowest possible fare. PSFT has special contract airfares that are available to attendees of this meeting.They also have car rental discounts free of charge avail-able through many of the leading car rental companies.

Professional Service Firm Travel, LLC475 Park Avenue South, 34th FloorNew York, NY 10016Phone: 212-592-1370 or 1-888-773-8728Fax: 212-532-5776www.psftravel.comemail: [email protected] or [email protected]

PSFT reservation hours are Monday–Friday 8:30 am–6:00 pm Eastern Time. Make your reservations withProfessional Service Firm Travel, LLC by calling 1-888-773-8728 and ask for Stacy or Ben (please identify yourself as attending a NALP conference). A $35 trans-action fee will be applied to all tickets purchased.

JUNE 7-8,2007 The Westin Tabor Center,Denver

2007 LAWYERDEVELOPMENTINSTITUTE

BUILDING A WINNING TEAM:Meeting the Challenges of Lateral Integration