PastIn Person

The 23rd Annual Law Firm COO & CFO Forum

by Thomson Reuters Institute

The 23rd Annual Law Firm COO & CFO Forum, organized by the Thomson Reuters Institute, is a premier event designed for Chief Operating Officers and Chief Financial Officers of large and mid-size law firms. This forum offers a unique platform for senior executives to explore cutting-edge trends in law firm management, with a specific focus on financial and operational functions. Participants engage in high-level discussions with peers, share best practices, and learn from industry leaders about adapting to changing client demands and market pressures.

Key topics covered in the forum include balancing cost and compensation in the current economy, the influence of artificial intelligence on law firm financial management, and strategies for enhancing client service while addressing economic volatility. Sessions such as "Between Wall Street and Broadway: Balancing Cost and Compensation in the Current Economy" and "Gotham Changed: AI Influence on Law Firm Financial Management" provide in-depth insights into these critical areas.

The event also features networking opportunities, including luncheons and breaks, allowing attendees to connect with industry peers and experts. Notable speakers include Mike Abbott, Head of Thomson Reuters Institute; Eric Gonzaga, Principal at Grant Thornton; and Phil Mackintosh, Chief Economist at Nasdaq, among others. These sessions and interactions provide practical advice for improving productivity and anticipating firm needs in the coming years.

This forum is highly recommended for law firm Chief Operating Officers, Chief Financial Officers, Chief Administrative Officers, Executive Directors, Directors of Finance, and Directors of Operations. Attending this event equips professionals with the knowledge and connections essential for driving a law firm’s success in an increasingly complex business environment.

Speakers(9)

Edward Karan

Managing Director, Global Head of Institutional Sales at Citi Global Wealth at Work

Edward Karan serves as Managing Director and Global Head of Institutional Sales at Citi Global Wealth at Work, focusing on wealth management solutions.

Eric Gonzaga

Principal, Human Capital Services Practice Leader at Grant Thornton

Eric Gonzaga is a Principal and the Human Capital Services Practice Leader at Grant Thornton, specializing in human capital strategies and solutions.

Frank Spadafino

Chief Information Officer at Blank Rome LLP

Frank Spadafino is the Chief Information Officer at Blank Rome LLP, overseeing the firm's information technology strategy.

Karen LoDico

Chief Financial Officer at Morgan, Lewis & Bockius LLP

Karen LoDico is the Chief Financial Officer at Morgan, Lewis & Bockius LLP, overseeing the firm's financial operations and strategy.

Linsey Davis

Anchor at ABC News Live Prime

Linsey Davis is an anchor for ABC News Live Prime, known for her investigative journalism and moderating presidential debates.

Phil Mackintosh

Chief Economist at Nasdaq

Phil Mackintosh is the Chief Economist at Nasdaq, providing economic analysis and insights on market trends.

Philip Kelvin

Co-Founder and CEO at Tranch

Philip Kelvin is the Co-Founder and CEO of Tranch, a company specializing in financial solutions and services.

Ray Suarez

Broadcaster, Author, & Host at On Shifting Ground

Ray Suarez is a broadcaster, author, and host of 'On Shifting Ground,' with experience in sociopolitical commentary and academia.

Shelly Celius

Chief Financial Officer at Stoel Rives LLP

Shelly Celius serves as the Chief Financial Officer at Stoel Rives LLP, managing the firm's financial operations.

Event Details

Date
October 22-23, 2024
2 days
Location
🇺🇸 New York, United States
The Nasdaq MarketSite, 151 W 43rd St, 2nd Floor
Audience
Law firm Chief Operating Officers, Chief Financial Officers, Chief Administrative Officers, Executive Directors, Directors of Finance, Directors of Operations

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