11:15 AM- 12:15 PM Track Sessions
Executive Power: Leveraging Influence & Market Data for Firm Growth
Speakers: Natalie Loeb and Julie Henson
In today’s competitive legal market, administrators and executives have the opportunity to drive more than operations—they can shape growth. This session will explore how market intelligence, coupled with executive influence, can accelerate firm expansion, guide strategic hiring, and position leaders as trusted advisors at the highest levels. Drawing on stories and strategies from Natalie Loeb and David Sarnoff’s forthcoming Practicing Law Institute book, we’ll share practical techniques for preparing newly hired attorneys to thrive as the next generation of leaders. Expect an engaging conversation on how to turn data and influence into firm-wide impact
CLM Application Credit: 1 hour (60 minutes) of Organizational Development
CLM® Application Credit for Functional Specialists: 1 hr (60 min) in the category Human Resources Management
CLM® Recertification Credit: 1 hr (60 min) in the Subject Area of Human Resources Management.
SHRM Activity 25-ZGUME
You’re Not Losing Your Job to AI. You’re Losing It to Someone Who Uses It.
Speaker: Robert Tabary – iSolved
AI is already reshaping HR and the workplace. For legal administrators, the real question isn’t if AI will matter, but how to stay ahead of it. This session cuts through the noise to show what’s actually happening with AI in HR, where the risks and opportunities are, and how administrators can lead their firms with confidence in this new era. Learning objectives:
- See how AI is being applied in hiring, employee management, and engagement.
- Understand the risks you need to watch for without the hype.
- Learn how administrators can guide safe, effective AI use.
- Walk away with practical insights from real-world examples.
CLM Application Credit: 1 hour (60 minutes) of Information Technology
CLM® Application Credit for Functional Specialists: 1 hr (60 min) in the category Operations Management
CLM® Recertification Credit: 1 hr (60 min) in the Subject Area of Operations Management
Driving Strategic Success in Legal Administration: Financial Insights & Operational Tools
Speaker: Jonathan San Solo, Citrin Cooperman
This session equips legal administrators with the financial and operational insights needed to strengthen law firm management and performance. Participants will gain practical knowledge of financial statements, profitability drivers, forecasting tools, and pricing models, while also learning how to effectively support and manage remote work environments. Through real-world examples and actionable strategies, attendees will leave with the confidence to interpret financial data, contribute to strategic decision-making, and implement best practices that drive firm-wide success.
CLM® Application Credit for Functional Specialists: 1 hr (60 min) in the subject area of Financial Management (FM) towards the additional hours required of some Functional Specialists to fulfill the CLM application.
CLM® Recertification Credit: 1 hr (60 min) in the subject area of Financial Management (FM)