Sessions Overview

Keynote Speakers: Loeb Leadership Senior Consultants Taris Mullins and Mark Schall
Session Title: Reflections on Resiliency: Leading Boldly Through Uncharted Waters
Time: 9:00 – 10:00 a.m.

Over the last year leaders across our field have demonstrated their agile response to our new ways of working in the midst of the global pandemic. Every firm has risen to this challenge and are now keenly focused on the future of legal management and client engagement. This conversation with Mark Schall and Taris Mullins will illustrate the power of leadership in the face of uncertainty and share compelling insights and stories on how your firm can create a sustainable strategy to reimagine the legal landscape for the future to come. This session will equip you with immediate skills you can implement to advance your goals and offer innovative approaches to address the complex problems we will be charged to solve.

CLM® Application Credit for Functional Specialists: 1 hr (60 min) in the category Legal Industry/ Business Management OR CLM® Recertification Credit: 1 hr (60 min) in the Subject Area of Legal Industry/ Business Management.


HR Track

Speaker: Darren Kimball and Teri Coyne
Session Title: Take Charge of Your Career and Professional Development
Time: 10:05 – 11:05 a.m.

As a dedicated professional, you probably spend far more time and energy on other people’s career and professional development than you do on your own.  Juggling the needs of your organization with the ever-changing landscape leaves you little time to focus on yourself.  GetFive’s Take Charge of Your Career and Professional Development session gives you targeted and practical tips designed to help you Take Charge of your career and identify key areas of focus for development.  In this session we will look at ways you can build a better and more effective relationship with your boss and prepare for a meaningful performance review.

CLM® Application Credit for Functional Specialists: 1 hr (60 min) in the category of Human Resources Management OR CLM® Recertification Credit: 1 hr (60 min) in the Subject Area of Human Resources Management.

Finance Track
Speakers: John Fitzgerald and Jonathan San Solo
Session Title: Profitability – Taking on the Challenges Ahead
Time: 10:05 – 11:05 a.m.

The pandemic accelerated a wave of change that continues to sweep across the legal profession – presenting challenges to profitability.  Join John Fitzgerald, CPA, Executive Partner and Law Firm Services Practice Leader and Jonathan San Solo, CPA, Senior Manager of Berdon LLP for an in-depth review of key factors impacting revenue, including rising insurance rates, mounting IT costs to combat cyberattack, and the still evolving tax situation (Pass-through entity tax and T&E write-offs). We will also examine critical management issues such as fee structuring, the health of accounts receivables, a hybrid work environment, reduced space and office redesign, and opportunities for rent concessions.

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.

IT Track

Speaker(s): A.J. Haugen, Executive Vice President of Assured Partners; Charles Caruso, Executive Vice President of Assured Partners; Rich Gatz, Claims Counsel with Coalition, Inc. Matthew Massino, CPCU, RPLU, CPLP,. AU-M, AINS, AIS, Business Development at Coalition, Inc.
Session Title: Cyber Liability Insurance for Law Firms: What You Need to Know
Time: 10:05 A.M. – 11:05 A.M.

While law firms continue to grapple with a potentially long-term hybrid work environment, opportunities for increased risk are growing with data being stored both in the office and at the home office. Moreover, carriers, having faced substantial claims in the face of record-breaking data breaches, are reexamining their policy limits and raising premiums. However, technology security companies have become new players in the insurance industry. They are breaking boundaries by challenging the traditional approach to coverage policies through their security expertise, helping prevent breaches before they happen. 

During this session, we will discuss the rapidly evolving cyber risks faced by law firms today, including current threats and claims trends. We will explore strategies for building an effective cyber insurance program by reviewing common coverage issues and clauses in the average policy. Moreover, we will provide actionable items you can take today through risk management policies and procedures to put your firm in the best position to secure a favorable policy and prevent potential claims.

CLM® Application Credit for Functional Specialists: 1 hr (60 min) in the category Legal Industry/ Business Management OR CLM® Recertification Credit: 1 hr (60 min) in the Subject Area of Legal Industry/ Business Management.


HR Track

Speaker: Kathleen McLeod Caminiti
Session Title: Why HR and Diversity Leaders Should Consider Pay Audits in Their DEI Programs
Time: 11:15 a..m. – 12:15 p.m.

The coronavirus pandemic has drawn attention to long-term existing inequalities in the American workforce. As a result, more firms are beefing up their Diversity Equity and Inclusion (DEI) efforts to help address and remedy these inequalities. However, one piece that is frequently missing from a corporate DEI program is a review of pay practices. In an article published in the Spring 2021 HR Magazine (SHRM’s publication), the author takes a deep dive into how employers are scrutinizing their pay policies to eliminate racial disparities in the workplace.

This session will discuss (i) why a pay equity audit can help close pay gaps in the workplace and elevate financial stability of diverse employees; (ii) why equal pay can help with the recruitment and retention of diverse employees; (iii) what you should know about conducting a pay equity audit to ensure pay practices are fair and equitable; (iv) what to do if you find pay disparities among employees performing the same work; and (v) best practices for HR and diversity leaders to incorporate pay audits into their DEI initiatives.

CLM® Application Credit for Functional Specialists: 1 hr (60 min) in the category of Human Resources Management OR CLM® Recertification Credit: 1 hr (60 min) in the Subject Area of Human Resources Management.

Finance Track
Speaker: Steven Lando
Session Title: Is Your Firm Breaking the Law – Current Issues of the Remote Workforce!
Time: 11:15 a.m. – 12: 15 p.m.

Planning Ahead: With a Remote Work Environment, How Will the New Pass-Through Entity (“PTE”)  Regimes Impact Your Firm?

Today’s remote workforce has brought on a new set of challenges for law firms throughout the U.S. as their workforce is composed of both existing pre-Pandemic employees and new remote hires. As efforts increase to retain staff and attract laterals, we’ve learned that work can be done remotely relatively seamlessly, while creating compliance and business burdens for both the C-suite and owners of the firm. As we begin to transition out of the Pandemic to a hybrid model, the tax landscape is changing for firms whose employees are still working on a remote basis. The discussion will focus on what you need to know going forward to make the informed decisions to manage firm risk. Additionally, since the IRS November 2020 guidance, the PTE tax regime is sweeping the nation with some 20 states having enacted or proposed PTE legislation and more expected. As many states rushed legislation and still need to issue guidance, we will discuss the unknowns you need to know to make decisions and manage income/cash flow allocations going forward particularly in the age of the remote workforce.

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.

Legal Management Track
Speaker: Jonathan Friedman
Session Title: 2022 Job Market Trends in the Legal Field
Time: 11:15 a.m. – 12:15 p.m.

Members are invited to join a lively and knowledge-packed session to learn about the current job market and trends in the legal field which include positions for Legal Administrative Assistants, Paralegals and Office Managers in the New York area and beyond.  The discussion will explore “What Hot Job Market?” means for candidates and employers by discussing the speed of hiring and what employers are doing to secure top talent.  Furthermore, we will dig into what candidates are now expecting in compensation, the reason compensation has grown so rapidly in the past 12 months, and the candidate’s desire to “work from home,” in order to have a work/life balance.  These topics will all come together to uncover how firms are embracing and should embrace the new hiring models.

CLM® Application Credit for Functional Specialists: 1 hr (60 min) in the category of Human Resources Management OR CLM® Recertification Credit: 1 hr (60 min) in the Subject Area of Human Resources Management.


Lunch Time Session
Speaker: Dean L. Silverberg
Title: January 2022: Labor & Employment Update
Time: 12:15 – 1:15 p.m.

As busy Legal Administrators, we all need to keep up with the ever changing Labor & Employment landscape.  During the last year and a half, new developments have moved at a supersonic pace – sometimes changing on a weekly – or even daily basis.

Our longtime friend of the ALA, Dean Silverberg of Epstein Becker & Green, P.C., who has presented at past ALA Symposiums and other ALA venues, will be our luncheon speaker for our January 13 Labor & Employment Update where he will share his thoughts and observations on the development in several key areas in labor and employment law and what the New Year may bring for law firms.  

CLM® Application Credit for Functional Specialists: 1 hr (60 min) in the category of Human Resources Management OR CLM® Recertification Credit: 1 hr (60 min) in the Subject Area of Human Resources Management.


Finance Track
Speakers: Anthony Millaci and Barry Jackson
Session Title: Cost Containment
Time: 2:10 – 3:10 p.m.

The Wizard behind the mysterious curtain is revealed!

Anthony Millaci, President of CostMarc and Barry Jackson, CEO & President of IMPACT Legal Resources will be the panel for this Benefits Reduction Topic.  Do you shake your head each year when you receive the health insurance premium increase and wonder what to do?  Anthony and Barry successfully worked on cost cutting on numerous occasions when Barry was an Executive Director.  Please join us to find out what they did and where the markets are now.  You will gain insight from the perspective of a business partner and a law firm insider collaborating to obtain impressive results.  There are solutions that you may not have thought of.

Topics covered are:

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.


IT Track

Speaker(s): Ryan Conlan, National Practice Director, Legal IT Services for All Covered | Konica Minolta
Session Title: Remote Is Here to Stay: Evolving Our Technology to Meet the Needs of Hybrid Employees
Time: 2:10 P.M. – 3:10 P.M.

A 2021 survey of US executives and employees conducted by PwC revealed that 83% of employers found the shift to remote work successful, with 55% of employees preferring to be remote at least three days a week. This shift in attitude towards remote work and The Great Resignation requires that employers reassess their approach to recruiting and retention by embracing remote work. Yet, working remotely presents its challenges; how do we remove barriers to mentoring, collaboration, cross-selling and overall engagement? How do departments meet effectively when some are in the office, and others are remote? Evolving our technology to meet these needs will be essential.

This session will focus on the critical technology pieces every firm should leverage to elevate their remote work support and make hybrid work more effective for your employees and clients alike. We will explore cloud-based solutions for document management, audio and video conferencing, secretarial support tools, and remote user tech support. We will also explore technologies that will provide users a more seamless experience as they move between their in-office and home office environments.

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.


Legal Management Track
Session Title: Roundtable Discussions/Meeting of the Minds
Title: 2:10 – 3:10 p.m.

Discuss solutions to common challenges by leveraging the shared experiences and collective knowledge of your industry peers.  ALANYC’s Roundtable Discussions/Meeting of the Minds enables participants to discuss best practices and current issues within legal administration.  There will be three breakout rooms by Firm size – Small, Medium, and Large.  This session will be all about what you want to discuss with your peer administrators and leaders in law firms.  This will be a very interactive session between the attendees. We will be gathering questions and topics in November for this session.  You don’t want to miss this!!


HR Track
Speakers: Lydia Moore-Riley, Anna Scarpa and Donatella Verrico
Session Title: Idea Exchange:  The Evolving Role of the Secretary
Time: 3:15 – 4:15 p.m.

During this idea exchange, participants will examine the current state of the secretarial role and brainstorm ways to evolve or enhance it as we prepare for the future needs of the legal industry. Members will have the opportunity to join breakout sessions with fellow HR and administrative leadership to discuss their experiences, challenges, successes, and failures in developing secretarial structures. Together, you will identify opportunities to optimize the secretarial model by improving utilization and identifying and addressing skill gaps.


Legal Management Track
Speaker: Gregg Cohen
Title: Embracing the Flexible Office and Perspectives on Leasing and Managing Office Space
Time: 3:15 – 4:15 PM

In this session, Gregg will be sharing his observations about how law firms in New York are approaching their real estate. He will provide a high-level overview of the themes that have emerged in the last 12 months as well as review the deals that have transpired. He will share which law firms are active in the market considering their next real estate decisions and those firms that have chosen to renew vs. relocate. Gregg will share how law firms are changing the way their commercial real estate is allocated, decided upon, etc., from even five years prior, as well as where firms are locating to, which are expanding vs contracting, and lastly, but most importantly the reasons behind it.

Gregg will also share the ten things not to do with your next office lease, which will help you navigate the treacherous waters of negotiating an office lease. He will identify the things to look out for when considering your own firm’s next real estate decision. 

CLM® Application Credit for Functional Specialists: 1 hr (60 min) in the category Operations Management OR CLM® Recertification Credit: 1 hr (60 min) in the Subject Area of Operations Management.


IT Track
Speaker:Joseph Raczynski, Technologist/Futurist, Thomson Reuters
Title: Emerging Technology
Time: 3:15 p.m. – 4:15 p.m.

 

 

The world is moving at an exponential rate. In fact, by 2040 it is predicted that you will be able to buy a $1,000 computer which can process as fast as the brains of all 9 billion people at that time. Imagine the change that will occur to legal documents, search, and workflow with this power. All of this technological progress will absolutely have an impact on the Legal business. In this presentation you will see what effect the major emerging technologies will have on law firms. 

We will have an open forum around the following topics:

CLM® Application Credit for Functional Specialists: 1 hr (60 min) in the category Operations Management OR CLM® Recertification Credit: 1 hr (60 min) in the Subject Area of Operations Management. 


Closing Note Speaker: Joy Stephens, MBA
Session Title: “Moving” Beyond Boundaries
Time: 4:20 – 5:15 p.m.

In the closing presentation, we will be talking about movement and energy.  Joy Stephens will be discussing how controlling the flow and capacity of your energy can lead you to better balance and more positive productivity. 

CLM® Application Credit: 1 hr (60 min) in the category of Self Management Skills OR CLM® Recertification Credit: 1 hr (60 min) in the Subject Area of Human Resources Management.