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2025 Priorities, Prospects, Pitfalls—Key Themes

  • Can the Economy Withstand the Headwinds from DC and Global Uncertainty?

  • Views of Clients on Raising Rates and Working Relationships with Firms

  • Roles of Lawyer Leaders, Senior Business Executives including

COO, CFO, CKO, and CPOs

  • Complying with Outside Counsel Guidelines

  • Corporate Counsel Collaboration with Law Firms

  • Can Firms Charge Clients for AI?

  • How Does AI Change the Client Relationship?

  • Internal Pricing Models Using AI and/ or other Metrics

  • AI Investment

  • Internal Performance Management and Project Management

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The conference will cover the many issues confronting firms in 2025 both because of economic uncertainty affecting clients and firms and the need to emphasize bottom line decision making.  How AI is used in practice internally with clients will be thoroughly explored.

 

The Client Perspective

We are thrilled to have three clients from top companies and financial institutions. This year we will include a conversation with the clients and a client relationship partner, COO and pricing officer on rates, fee arrangements and other key parts of the client relationship.

Stellar Panel of Experts…

 

CLIENTS

Matt Rubbelke

Strategic Spend & Budget Advisory,

Google, New York

 

Raman Sharma

Vice President, Outside Counsel Management,

Deutsche Bank, New York

Pamela Torres

General Counsel of Global Investment Research; Global Head of the Technology, Sourcing and Intellectual Property Legal Group

Goldman Sachs & Co,

New York

LAW FIRMS and Advisors

Ralph Allen

Kelley Drye & Warren LLP,

Chief Operating Officer,

New York

 

Jared Applegate

Chief Legal Operations Officer,

Barnes & Thornburg LLP, Chicago

 

David Cunningham

Chief Innovation Officer,

Reed Smith LLP, Houston

 

Matthew Dunne

Senior Innovation and Data Science Manager,

Katten Muchin Rosenman LLP,

Chicago

 

Dwight Floyd

Chief Operating Officer (US),

Eversheds Sutherland LLP, Atlanta

 

Alexandra Guajardo

Global Director of Commercial Strategy,

Bryan Cave Leighton Paisner LLP, Dallas

 

Melissa Gyure

Director of Pricing,

Paul Hastings LLP, New York

 

Richard Hans

Managing Partner, Verticals,

DLA Piper, New York

 

Kelly Jana

CFO, FTI Consulting –

Forensic and Litigation Consulting,

Washington, D.C.

David M. Kleinhandler

Senior Vice President,

CBRE, Advisory & Transaction Services,

New York

 

Keith Maziarek

Director of Pricing and Legal Project Management, Katten Muchin Rosenman LLP,

Chicago

 

Barry J. Mehew

Global Chief Pricing & Value Officer,

Mayer Brown LLP, New York

 

Sean McNamara

Chief Financial Officer,

Paul, Weiss, Rifkind, Wharton & Garrison LLP,

New York

 

Paul Nicandri

Chief Practice Management & Pricing Officer

DLA Piper, New York

 

Cynthia Romano

Senior Managing Director,

FTI Consulting, New York

 

Joel A. Wirchin

Managing Director, Professional Services,

RR Donnelley, New York

 

Mark D. Wasserman

Co-Chief Executive Officer; Managing Partner,

Eversheds Sutherland (US) LLP,

Atlanta

Program: 9:00 a.m. – 1:00 p.m. EDT

 

Panel 1: What Clients Want—And Expect:  How to Collaborate Effectively with Them

  • Client expectations

  • Interacting with firm legal and business teams

  • Recording high billing rates

  • Dealing with lawyer leaders

  • Who on the firm business side are “in the room” with representatives of clients

 

Panel 2: Financial Discipline Makes a Difference: Trends in Profitability, and Data-Driven Decision Making

  • Law firm strategy

  • Preparing data to use in productivity and profitability analysis.

  • Firm rules and responsibilities including new positions and training staff in new data analysis methods

  • Continuing real estate spend

  • Examples of new arrangements

 

Panel 3: Pricing, Fees & Rates

  • Law firm billing rates

  • Keeping within budgeted prices

  • Alternative fee arrangements.  Who approves AFAs in the firm?  Lawyer leaders? Business executives? Which ones?

  • Handling pricing disputes

 

Panel 4: AI and Firm Strategy—What’s Next?

  • Getting past the pilot stage

  • Rolling out applications

  • Structuring data to use in large language models

  • Budgeting

    • Predictive analysis and the budget process

    • Firm attorney and matter budgets

  • New ways for firms to take advantage of AI for research and to improve forecasting and increase efficiency. Training

  • Business risk

  • Use Cases

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Questions? Email: GinaRivera@sandpiperpartners.com Or Call: 973-278-8800.

CLE, CPE credit has been applied for.

© 2024 by Sandpiper Partners, LLC​

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