January 2021 – Chaffetz Lindsey’s Director of Finance and Operations John Dunn and Director of Information Doug Gibson will each speak this week at the Association of Legal Administrators NYC Chapter’s 15th Educational Symposium and Exposition, which is a forum for leading law firm experts to share practical legal management education with other legal administrators. The Symposium will take place starting Monday, January 25th and sessions will take place over the course of the week.
On Thursday, January 28th from 3:00-4:15pm, Doug Gibson will sit on the panel called IT EXCEED: From Surviving to Thriving – Remote Workforce Optimization. Christopher Zegers of IVIONICS will moderate, and other panelists include Kenneth Levonaitis of Seward & Kissel and Andrea Markstrom of Taft Stettinius & Hollister. The group will discuss technology considerations for a telework-friendly environment with their top 10 dos and don’ts that are sure to support and sustain a remote workforce now and into the future. This will be a fast-paced session that will leave attendees with lots of great recommendations for processes and technologies to add to our leadership toolkits as we navigate and lead in this “new” normal. CLM® Application Credit: 1 hr (60 min) in the category of Information Technology OR CLM® Recertification Credit: 1 hr (60 min) in the Subject Area of Operations Management.
On Friday, January 29th, from 11:00am-12:15pm, John Dunn and Patrick Johansen CPP of LawFirm Pricing will lead a session called FINANCE EXCEED: Forecasting for a Sunny Future. As law firms look past 2020 and into the future, it is important for administrators to be able to accurately project revenues, and more importantly, expenses. Firms will be asked to do more with less certainty to how and where they will do it. This session will focus on calculating future revenue and expense projections (and how to stay on course). Other topics include: tools needed to implement these forecasts (KPIs), scenarios that will impact your forecast (AFAs), and key decisions resulting from your forecasts (staffing). Information will be given on how to create effective billing and revenue guidelines. Forecasting for the future will take on a new meaning as more of the workforce continues to be remote working. CLM® Application Credit for Functional Specialists: 1 hr (60 min) in the category of Financial Management OR CLM® Recertification Credit: 1 hr (60 min) in the Subject Area of Financial Management.
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