2016 ALPMA Summit Program

A Blueprint for Change

The 16th annual ALPMA Summit "A Blueprint for Change" is being held at Etihad Stadium, Melbourne from 7 - 9 September, 2016. The program provides you with the practical 'how-to' advice you need to successfully implement the people, process and technology changes required to keep your firm competitive in a rapidly evolving legal landscape - and create a blueprint for change at your firm.  

Full Summit Registration for Two Days = 11 CPD Units/11 NZ Hours Practice Management and Business Skills 

Register now for early bird savings!

Wednesday 7 September 2016

12:30 to 1:00

Pre-Summit Masterclass Workshop Registration & Lunch

1:00 to 4:45

Pre-Summit Masterclass Workshops

Workshop A: Legal Innovation for Small Firm Teams  Therese Linton | Managing Director and Principal Consultant, The BASALT Group

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Therese Linton, Managing Director and Principal Consultant | The BASALT Group

Therese Linton  is Australia’s leading expert in legal project management with both practical and academic credentials spanning over 25 years of project management practice. For the last five years she has been working with groups of lawyers from diverse backgrounds ranging from major commercial firms through to boutique firms and in-house counsel to design learning programs and develop legal project management competencies.

Therese is a renowned and awarded Lecturer and Unit of Study Coordinator for Sydney University’s prestigious Masters of Project Management. She is also a Lecturer for the College of Law’s Masters of In-house Practice and regularly delivers practical workshops for the Law Society of NSW in legal project management.

Therese's qualifications and certifications include a Bachelor of Commerce (IT) Merit, UNSW; Executive Masters Program, Harvard Business School; Advanced Diploma of Project Management; Cert IV Training and Assessment; Six Sigma Black Belt; Certified Practicing Project Director (CPPD) AIPM.

Workshop B: A Process for Change and The Leader’s Role Steve Wingert | Principal, Nesso Strategies

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Steve Wingert, Principal | Nesso Strategies

Steve Wingert, CLM, is a 20 year veteran of law firm administration, past president of the Association of Legal Administrators, principal of Nesso Strategies, and co-founder of the Legal Leadership Institute. Steve works with law firms and non-profit associations on leadership and management challenges:  strategic management, strategic thinking, change management, process improvement, client service, succession planning, and team development. He develops leadership talent, assesses needs and issues, and facilitates collaborative and successful solutions.

Steve holds a BA in psychology from Creighton University, a MA in human resources management from Truman State University, an MBA from Our Lady of the Lake University in San Antonio, and is currently working on doctorate (Ed.D.) in interdisciplinary leadership at Creighton University.

Workshop Session1:
1:00 to 2:00

Break:
2:00 to 2:15

Workshop Session 2:
2:15 to 3:30

Break
3:30 to 3:45

Workshop Session 3:
3:45 to 4:45

Law firms and legal teams are facing challenges due to innovations, restructuring and changing client expectations that started post the global financial crisis and have gained momentum. In response, some firms are adopting innovative practices including Lean Six Sigma and Legal Project Management but these have yet to be fully integrated into an overall approach.

Therese Linton is Australia’s legal project management expert. She wrote the definitive text on Legal Project Management (LexisNexis 2014) and works with Sydney University and leading law firms to develop frameworks and capability programs. 

In this interactive and engaging workshop, Therese will explain:

  • Legal Project Management: how to utilise legal project management techniques to improve management of individual legal matters. 

  • Legal Portfolio Management: how to apply legal portfolio management to achieve efficient and effective allocation of resources and juggling of priorities across a suite of legal projects and matters. 

  • Legal Process Management: how to standardise and improve the efficiency of legal processes by drawing on techniques from the field of Lean Six Sigma. 

Attending this workshop will introduce you to best practices that can be applied within your small firm or legal team to achieve innovation, improve productivity and increase engagement with clients.

Change is difficult, yet we live in a world of change.  Research has shown that as many as 70% of change initiatives fail to achieve their outlined goals.  This is not a great return on investment!  Successful change can be led through a thoughtful and structured process of change management and how leaders project certain characteristics and behaviors help ensure a greater likelihood of change success. 

Steve Wingert is an internationally acclaimed change management expert, based in USA, who is a 20 year veteran of law firm administration, past president of the Association of Legal Administrators, principal of Nesso Strategies, and co-founder of the Legal Leadership Institute. In this workshop, Steve will help you:

  • Understand the change management process including the psychology and theory of change, and the elements of an effective process. 

  • Learn about the leadership qualities important to lead a change process.  Assess your behavioral strengths using the Strengths Portrait to understand what motivates you and drives your everyday choices. Understand the behavioral strengths that are key to success in various change situations, and discover potential gaps that may affect your success as an agent of change.  

  • Apply the change management process and leadership qualities to a change management case study.

Attending this workshop will give you the knowledge and insight required to become a skilled leader of change at your practice.

3:30 to 8:00

The ALPMA Summit Legal Management Trade Exhibition – Public Opening | Summit Registration Opens

Meet more that 50 market-leading legal industry vendors, conveniently gathered under one roof at the largest legal management trade show in the Southern Hemisphere. Discover what’s new in legal technologies, products and services to help you lead and manage your practice – and go into the draw to win some great prizes. Attend the complimentary Partner Connection sessions to hear the compelling insights from our Principal & Gold Summit Partners. Go on a behind-the-scenes tour at Etihad Stadium!

Bring your colleagues along, as we throw the Summit Exhibition open at no charge for the broader legal community. Get a free pass.

Tour 1:
3.30

Tour 2:
6.45

Etihad Behind-The-Scenes Tours

Book yourself in for a free 30-minute tour of Etihad Stadium and go behind the scenes at one of Melbourne’s iconic sporting grounds. A must for sports fans and visitors to Melbourne alike. Bookings are essential, so make sure you select which tour you would like to go on when registering!

5:20 to 5:40

Partner Connections: Presented by Gold Partner, SAI Global | Balancing the Opportunity and Risks Posed by Digital Transformation to Help Your Firm Manage Risk Better

Benjamin Balk | SAI Global

Digital transformation is changing the way that businesses operate across a range of industries, and the legal industry is no exception. Digital transformation has opened up new opportunities for firms to innovate and streamline business processes to improve their bottom line and improve client outcomes while also finding new ways to reduce business process risk.

Join Benjamin Balk as he discusses this topic in more detail and illustrates what SAI Global are doing to innovate in partnership with customers to balance the opportunity and risks brought on by digital transformation.
  

5:45 to 6:05

Partner Connections: Presented by Gold Partner, Veda | Tips to Avoid Being The Next 'Panama Papers' Event

Moses Samaha, General Manager Commercial & Property Solutions | Veda

The 'Panama Papers' shone a spotlight on the importance of truly knowing your customer. Identifying ultimate beneficial ownership of a corporate client and performing sufficient due diligence is critical in the legal industry.

This session will show you how to put an efficient process in place to help you identify beneficial ownership, detect fraud incidents before they occur, meet AML compliance and identify phoenix behaviour. We’ll share some tips to help you avoid being the next Mossack Fonseca and explain the consequences of not having sturdy processes in place to reduce the risk to your legal practice.
 

6:10 to 6:30

Partner Connections: InfoTrack/ALPMA Survey Overview: The Quest for Changing Mindset & Behaviours to Achieve Operational Efficiency 

John Ahern, CEO | InfoTrack

In this session, we will discuss findings from InfoTrack’s recent joint survey with ALPMA. John will discuss the need for practitioners to make a change and question their mindset and behaviour when it comes to process and technology to ensure they spend their days with optimum efficiency.


6:10 to 6:30

First Timers & Solo Connections | Continue the Conversation Zone

If this is your first time at Summit or you are coming by yourself, then this is the perfect way to meet with other delegates in the same boat, buddy up for Summit and have some fun in the process!

6:30 to 8:00

Welcome Cocktail Function

Join us for a fantastic opportunity to connect with other delegates, ALPMA Committee members and trade exhibitors over a drink or two in the Summit Trade Exhibition area.

Thursday 8 September 2016

8:00 Registration Open
Delegates Breakfast in the Trade Display


8:45 Plenary rooms open

Masters of Ceremonies

Ron Baker | Founder | VeraSage Institute
Warrick McLean | CEO | Coleman Greig Lawyers

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Ron Baker, Founder | VeraSage Institute

Ronald J. Baker started his CPA career in 1984 with KPMG’s Private Business Advisory Services in San Francisco. Today, he is the founder of VeraSage Institute—the leading think tank dedicated to educating professionals internationally—and a radio talk-show host on the www.VoiceAmerica.com show: The Soul of Enterprise: Business in the Knowledge Economy.

As a frequent speaker, writer, and educator, his work takes him around the world. He has been an instructor with the California CPA Education Foundation since 1995 and has authored fifteen courses for them, including: You Are What You Charge For: Success in Today’s Emerging Experience Economy (with Daniel Morris); Alternatives to the Federal Income Tax; Trashing the Timesheet: A Declaration of Independence; Everyday Economics; Everyday Ethics: Doing Well by Doing Good; and The Best Business Books You Should Read.


Warrick McLean, CEO | Coleman Greig Lawyers

Warrick McLean is the Chief Executive Officer of Coleman Greig. Prior to joining the firm, Warrick had already gained extensive general management experience in professional service firms, in both the legal and accounting sectors, and brought with him a wealth of experience. In 2007 he became a Principal of the firm.

Warrick works extensively with the other Principals and staff of Coleman Greig to identify, facilitate and implement the firm's strategic direction. His background and expertise in human resource management, finance, quality, business development and IT enable him to provide the necessary support and guidance required to maintain Coleman Greig's position as Western Sydney's leading law firm.


Internationally renowned legal industry thought leader, Ron Baker, founder of the VeraSage Institute, will be the inspirational and challenging Master of Ceremonies for this year's Summit, together with ALPMA Life Member and CEO of Coleman Greig Lawyers, Warrick McLean.  They will offer their unique perspectives on Summit presentations, helping you draw together the key take-aways and create a blueprint for change at your firm.

8:50

Welcome to Summit!

Andrew Barnes | ALPMA President and Financial Controller | Lantern Legal Group

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Andrew Barnes, Financial Controller | The Lantern Legal Group.

Andrew Barnes is the financial controller for The Lantern Legal Group Pty Ltd, which practices under the firm names of Sladen Legal and Harwood Andrews.  Andrew is an ex-officio member of the firm's Board.  He works closely with the principals to deliver strategic planning, reporting and budgeting initiatives and applies his robust commercial skills to drive continued business improvement.

Andrew worked in public practice, as well as financial services and broad industry roles prior to joining the firm in 2003.


9:00

Welcome to Country

Wurundjeri People

9:10

Summit Principal Partner Address

John Ahern | CEO | InfoTrack

Plus insights from the 2016 ALPMA/InfoTrack Impact of the Changing Legal Landscape on Law Firms research

Session 1
9:20 to 10:30

Why it’s time to remake your firm’s business model

Dr George Beaton | Executive Chairman  | beaton

Hyper-competition, progressive de-regulation, changes in clients' buying patterns, exponential technology trends and BigLaw firm inertia are contributing to a perfect storm for law firms. You can choose to see these facts as threats; or you can choose to see them as opportunities. There’s increasing, hopeful evidence that some law firms are showing the way and pioneering changes to their business models. These firms will be the winners as they will be in great shape to meet their clients’ needs, expand their market share, and lift their profits. For those who choose to wait and watch, the future is indeed increasingly gloomy.

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Dr George Beaton, Partner | beaton

Executive Chairman, beaton

Associate Professor, The University of Melbourne 

GAICD MMBS PhD MBA

Dr George Beaton has guided clients through a wide variety of strategic decisions in his 25 years as an advisor and consultant. Today his practice is focused on corporate advisory, performance improvement and problem-solving assignments for Boards and CEOs of professional services firms.

His background in teaching strategy in business schools, combined with his work in public and private sectors, professional services, universities and governments, give him deep insights into the challenges and opportunities facing leaders and their organisations.

He is widely regarded as a leading independent authority on professional services industries and their firms. His work covers Australia, Asia, USA, Canada, and UK. He has a particular interest in the imperative for professional services firms to remake their business models. His thought leadership is published regularly on the Beaton blogs and he is a regular keynote speaker in Australia, UK, Canada, and USA.

In late 2013 George published the best-selling e-book NewLaw New Rules and co-authored with Dr Imme Kaschner Remaking Law Firms - Why and How to be published by the American Bar Association in late 2015.

George enjoys keeping fit has a keen interest in Australian native fauna, flora, bush conservation and Aboriginal art.

George's full resume may be found on LinkedIn here.

10:30 to 11:00

Morning Tea | Summit Trade Exhibition

Session 2
11:00 to 12:00

Insights into the Firm of the Future

Matthew Burgess | View Legal

The impact of radical market changes and ever increasing complexity, mean the business models of all professional service firms (PSF) are under constant reassessment. Many argue that the key to success, and perhaps even survival, is to create a true ‘Firm of the Future’. This session will deconstruct why the concept is gaining such traction and provide deep insight from someone who has twice in the last 5 years re-written the PSF rule book. This session offers an insider’s account of how to create a true firm of the future.

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Matthew Burgess, Director | View Legal

In May 2014 Matthew co-founded a specialist firm, having been a partner of one of Australia’s leading independent law firms for over 12 years. His passion is helping clients to successfully achieve their goals.

To help ensure alignment with each client’s objectives Matthew strives to remain outcome focused, work effectively and always provide upfront guaranteed pricing on an agreed scope of work.

As a director of View Legal, Matthew specialise in trusts, tax, estate and succession planning, providing strategic advice to business owners and high net worth individuals, and was recognised in the ‘Best Lawyers’ list for 2014 in relation to trusts and estates.

In part leveraging off the skills developed working in the SME market space, Matthew has developed a number of innovative legal products for advisers and their clients; including establishing Australia's first virtual law firm.

Session 3
12:05 to 1:00

Leadership in Times Of Change

Catherine McGregor, AM

Catherine McGregor served in the Australian Army for more than four decades in key strategic planning roles both in Australia and on operational deployments. Before her retirement, she was the most senior transgender military officer in the world. Catherine will share her compelling personal narrative of gender transition in two traditionally masculine realms. Her explanation of the challenges of gender transition in these challenging environments is both inspiring and insightful. Catherine will also discuss the role of diversity and inclusion in building cohesive teams, with reference to case studies from her military service, and talk about the impact of legislative and disruptive technological change on organisational culture. 

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Catherine McGregor, AM

Catherine McGregor is a writer commentator and broadcaster who covers cricket and politics for News Limited. She has been a member of the ABC commentary team for the 2014-15 series against India and is a sought after expert for her views across numerous topics on the ABC and commercial networks. She is also a published author. She currently writes for The Daily Telegraph and The Australian and has been a regular panelist on The Drum, Q&A and Lateline.

Catherine served for nearly four decades in the Australian Defence Force. Her service embraced a diverse range of strategic policy and operational roles including three operational deployments overseas. She was the speech writer to every Chief of the Army from 2000 until her retirement in 2014. She has an excellent grasp of strategic policy making, analysis of global trends, global political affairs as well as cultural change and workplace diversity issues. For her exceptional service to the Australian Army she was gazetted in the Military Division of the Order of Australia on Australia Day 2012. She was the Queensland Australian of The Year for 2016 and has been voted one of Australia's most Influential Women by the Australian Women's Weekly in consecutive years 2013 2014 & 2015.

Catherine holds postgraduate qualifications in Military History and attended the Changing Character of War Programme in Oxford in 2008.

She is a Trustee of The Pinnacle Foundation and Camp Gallipoli. Catherine's personal story of gender transition is compelling and inspiring. However, she is a speaker of enormous range and can speak with authority on the impact of disruptive technology on your work force, global geopolitics and Australian culture and politics. Audiences also warm to her unique insights into Test cricket and the personalities in the global game.

1:00 to 2:00

Lunch | Summit Trade Exhibition

Session 4: Break Out A, B or C

A: Psychosocial Risks in Law Firms: Why prevention is Better than Cure

Dr Rebecca Michalak | Psychsafe

Stephen Hughes | Partner | Piper Alderman

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Dr Rebecca Michalak | Psychsafe

Dr Rebecca Michalak possesses over a decade of employment experience in senior management, consulting, and strategic human resources management roles in the private, not-for-profit, and public sectors. Rebecca's primary interests lie in strategic HRM, including values-based alignment practices, high performance cultures, change management, and psychosocial risk factor management. An expert in the field, she adopts a stress optimisation approach to employee performance that maximises productivity whilst minimising psychosocial risk to employees. Her perspective on managing human resources for strategic competitive advantage is knowledge-worker centric, and underpinned by social sustainability principles.

Dr Michalak holds a PhD in Business from the University of Queensland, a Master of Business Administration and a Master of Management Research from the University of Western Australia, and a Bachelor of Arts in Psychology with Honours (Organisational Psychology) from Murdoch University.

Rebecca is also a Certified Trainer and Assessor, a Certified Team Management Systems Practitioner, and University of Queensland Alumni Future Leader Program Awardee (2014). Her professional memberships include Member, Society for Industrial Organizational Psychology, Member, Australian Institute of Company Directors, and Certified Professional Member, Australian Human Resources Institute.


Stephen Hughes, Partner | Piper Alderman

Stephen is a workplace relations lawyer with over 20 years’ experience acting for a wide variety of organisations in the public, private and not-for-profit sectors across Australia as well as internationally.

Providing high level strategic and operational advice to clients, Stephen’s practice has a substantial litigation focus advising on industrial relations issues, dispute resolution in the courts and Fair Work Commission, work health and safety legislation, workers’ compensation insurance exposures, discrimination and bullying/harassment, Directors and Officers and Employment Practices Liability insurance, post-employment restraints and confidentiality issues.

Stephen is regularly invited to speak and chair at numerous specialist conferences on work health and safety, employment law, discrimination, bullying, harassment, social media and privacy.

Since 1993, Stephen has been the Honorary Solicitor and an ex officio Board Member for the Australian Society of Rehabilitation Counsellors Inc.  Stephen has also been the Honorary Solicitor, Board Member and Ambassador for Volunteering Gold Coast for the last six years, providing strategic advice and assistance on the legal positioning of one of Australia's largest not for profit volunteer organisations.

B: How to Transform and Position your Firm for the New Business in a Digital Age

Jim Thompson | Director of Strategy | One Rabbit

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Jim Thompson, Director of Strategy | One Rabbit

One Rabbit was born in part from a personal drive to help clients maximise the new business opportunities that a well thought out and executed digital strategy can deliver.

I’m passionate about counselling, advising, helping and educating prospective and existing clients on how to best strategically position themselves in a fast changing digital age. I like to challenge marketing meiocrity.

Prior to forming One Rabbit JimTM had been with DDG since 1998, and is responsible for online strategy, directing web and online projects and bringing together the different teams within One RabbitTM to work cohesively. Coming from a background in management accounting his approach is strategic, precise and outcome driven. Combined with significant experience and knowledge relating to the online space, Jim works predominantly in online strategy development, positioning, targeted lead generation, marketing automation and website architecture.

C: Effective Use of Technology and Responding to Cyber Risks

Katherine Hayes| Senior Associate | Carter Newell Lawyers

Patrick Ng | Principal Consultant | InPlace Solutions

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Katherine Hayes, Senior Associate | Carter Newell Lawyers

As part of the Financial Lines insurance team, Senior Associate Katherine has over 10 years post admission experience in the specialty areas of insurance, commercial litigation and dispute resolution.

Katherine acts for clients in the Australian, Asian and UK insurance markets, and has experience in significant and high-profile disputes and inquiries where she drafts submissions, pleadings, witness statements, court orders and correspondence. Katherine represents parties at mediations and negotiates successful outcomes for clients. She has experience as both coverage and defence counsel and focuses on providing advice with a commercial approach that reflects her understanding of the industry. Katherine also determines strategy and investigates the factual circumstances of claims.

Katherine has worked on a range of contentious matters in a variety of jurisdictions and has acted for leading financial-service providers and London-based professional indemnity underwriters in the defence of numerous claims. She has worked with clients on cyber-related claims and has a keen interest in the developing area of cyber-risks.


Patrick Ng, Principal Consultant | iNPLACE Solutions

Patrick has almost 20 years’ experience within professional services, primarily 15 years as IT Director at national law firm Maddocks where he was key to how the Firm conducted its business, risk profile and operational relationships with clients. He has also consulted to manufacturers, educational institutions, retailers, property developers and tech firms and has been a guest speaker on legal tech on many occasions.

He is considered to be a frank and logical communicator with a creative yet socially sensitive approach. His industry expertise covers both strategic and operational briefs. His tech expertise covers enterprise databases, internetworking and interface design with deep point expertise in EDMS, practice management, case management and litigation related technologies.

His custom innovations include the development of sophisticated data driven publishing systems, Australia’s first remote court access system, digital document review systems and development of the market leading legal full service web offering.  Patrick particularly likes well thought out, creative or innovative ideas that create new approaches to traditional challenges while also giving consideration to the future. 
2:00 to 3:15

Alarming research findings suggest levels of mental health problems and substance use/abuse are substantially higher within the lawyer population than amongst other professionals. Current endeavours to address these issues are primarily individually-orientated, focused on employee resilience and mindfulness practices. 

In this session, you will identify key work-related psychosocial risks and describe their impact on employees and the business. It will cover your firm’s OHS legislative obligations and the consequences for failing to meet these obligations.

This session will guide you through a ‘no fluff and bubble’,  proven strategic approach and process specifically designed to transform and position your firm.

You will learn how to truly differentiate your firm and target the digitally empowered buyer through engaging content that generates leads and produces new clients.

There are a number of fundamental steps, mind shifts and learnings in the process so if you are serious about making some changes and future proofing your firm then you need to attend this session.

This session will examine a simulated attack on a hypothetical law firm and will step through how these attacks occur.

The presentation will cover:

  • Identification of the risks;
  • Organisations’ vulnerabilities;
  • Steps and precautions;
  • Losses and liabilities;
  • Reputational and forensic responses;
  • The scope of cyber-risk insurance;
  • Blueprint to change: what law firms need to be doing to address this risk.
3:15 – 3:45

Afternoon Tea | Summit Trade Exhibition

Session 5
3:45 to 5:00

Change in the Business of Law:  Technology, Generations and the Need for Leadership

Steve Wingert | Principal | Nesso Strategies

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Steve Wingert, Principal | Nesso Strategies

Steve Wingert, CLM, is a 20 year veteran of law firm administration, past president of the Association of Legal Administrators, principal of Nesso Strategies, and co-founder of the Legal Leadership Institute. Steve works with law firms and non-profit associations on leadership and management challenges:  strategic management, strategic thinking, change management, process improvement, client service, succession planning, and team development. He develops leadership talent, assesses needs and issues, and facilitates collaborative and successful solutions.

Steve holds a BA in psychology from Creighton University, a MA in human resources management from Truman State University, an MBA from Our Lady of the Lake University in San Antonio, and is currently working on doctorate (Ed.D.) in interdisciplinary leadership at Creighton University.

The legal industry continues to evolve at a rapid pace in response to changes in local and global economies, technology, generational shifts and client expectations.   Firms are challenged to understand the interplay of these dynamics externally and internally, and how to develop solutions that blend people-process-performance for positive and measureable results.  Leadership will play an increasingly important role in this process, but what exactly must leaders in the legal industry know and do?   At the heart of all of this is the process of change.  In this session, US change management guru, Steve Wingert will explain how leaders should be preparing their firms and legal departments for the dramatic changes we are and will continue to experience.

5:00 to 5.45

ALPMA Members: Meet & Greet

Hosted by ALPMA President | Andrew Barnes

ALPMA members are invited join ALPMA Board and Committee members for an informal meet and greet while enjoying a glass of champagne.

7:00 to 12.00

Gala Dinner & ALPMA/LexisNexis Thought Leadership Awards | Medallion Club

Enjoy a glittering night of fun and exceptional entertainment over a sumptuous three course dinner, as we get together to recognise legal industry thought leaders at the presentation of the 2016 ALPMA/LexisNexis Thought Leadership Awards.

Friday 9 September 2016

8:00 Registration Open
Delegates Breakfast in the Trade Display


8:10 to 8:50

Looking after your team’s most precious resource

Tomas Jajesnica | Chief Meditation Officer | Mr. Meditate

Kick your day off with a relaxing and hands-on session that will teach you how to master a loud, chatty and wandering mind and at the same time help it focus, concentrate and make better decisions.  Introduce your team to simple and practical techniques that can be applied anywhere, anytime. These tools help you and your team to stay focused, think imaginatively and de-stress quickly, leaving employees empowered to continue and explore on their own.

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Tomas Jajesnica | Mr Meditate

After years of working in the legal profession and having regular contact with over 100 firms, Tomas Jajesnica learnt that the profession had (and still does have) serious mental health challenges which not only affects the wellbeing of their people but diminishes the  performance of many firms. With such a highly regarded, well paid and intelligent profession experiencing these issues, Tomas decided to do something about it.

Being an internationally qualified meditation teacher and recognising how much it helped him to balance and focus his own mind amidst the busyness and high pressure of corporate life, he started Mr Meditate, a corporate training and wellbeing organisation.

Since 2012, Tomas has taught close to 10,000 professionals in 14 countries. A passionate and pragmatic speaker, Tomas brings practical solutions to help organisations create optimum performance through the training of mental skills and wellbeing of their people. His organisation Mr Meditate, helps to create and maintain positive workplace cultures by fostering greater productivity, enhanced individual performance, and ultimately producing considerable growth in profit for business. Mr Meditate has facilitated to over 25 law firms and more than 500 sessions to NAB.

Session 6
9:00 to 10:00

Building Optimistic Teams and Firms

Dr Bob Murray | Principal | Fortinberry Murray

It’s difficult to be an optimistic team or law firm leader in times when revenues are under pressure, jobs are at risk at all levels of the firm and when the only way of keeping afloat is to steal market share from others.

Yet, as many studies have shown, optimism is at the very core of both performance and productivity. It is the reason why firms either succeed or fail. It is the basis of innovation and flexibility. Optimistic firms will survive and flourish, others won’t. High performing teams are optimistic and low performing teams are not.

In this talk, Dr Bob Murray will guide you through the scientifically proven steps that will lead to optimism and resilience in individuals, teams and firms. He will show that many of the things which we thought about optimism have been superseded by the latest research in neuroscience and genetics. This session will be lively, fun, practical and highly experiential. It will be full of tips and tools that you can immediately use not only at work but in all areas of your life.

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Dr Bob Murray | Fortinberry Murray

Dr Bob Murray is an internationally recognised corporate consultant with over 20 years’ experience. He has worked for a wide variety of major and mid-sized Australian professional service firms and Global 500 corporations. Clients include premier Australian and overseas law firms such as Allens Linklaters, Ashurst, Herbert Smith Freehills, K & L Gates and other top tier companies such as KPMG, Macquarie Bank, PwC, Ford, Caterpillar, McDonald’s, PepsiCo, BHP Billiton, Wesfarmers and Stockland.

He is also a noted scientist in the field of behavioural neurogenetics, having won the prestigious 2012 American Science Achievement Award for his work on personality and motivation. He is regularly interviewed on TV and radio and is quoted in such newspapers and magazines as The Sydney Morning Herald, the Wall Street Journal, Entrepreneur, The Australian and Time Magazine (which ran a feature article about him and his work).

As well as the above he has worked for Hill Samuel Bank in the UK in the area of mergers and corporate restructuring for which he was made a Fellow of the British Institute of Management.

Bob has an MBA as well as a PhD in clinical psychology. He coaches CEOs and corporate and firm leaders in Australia, China, the US and Britain. As an ex-actor, he is an entertaining and inspiring speaker as well as being deeply knowledgeable in his field.

10:00 to 10:30

Morning Tea – Trade Exhibition

Session 7: Break out A, B or C

A: Profit Comes from Risk: There is No Blueprint for Change – But A Lot To Gain From Taking Risks!

Catherine Brooks | Principal | Moores

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Catherine Brooks, Principal | Moores

Catherine has been an innovative member of the leadership team at Moores since 2012 and was made Principal at the age of 30. Catherine is an accredited specialist in Workplace Relations law and heads up the Workplace Relations team, the Business Development and Marketing team and manages Moores' Not-for-Profit Assist Legal Membership service, which was launched in 2014.

Catherine was the lead author of Moores' recently released Child Protection Toolkit - a white paper providing guidance to organisations on how to prevent child abuse from occurring to preserve every child's right to a safe childhood.

Catherine is a champion of change within Moores and has developed a great deal (both personally and professionally) throughout the implementation of Moores' Agreed Pricing, a value pricing fee model, which was implemented in 2012.

Catherine is an engaging speaker with a passion for presenting.

B: Clever Communication in Change

Andrew Price | Director |  Inspire Management Consulting

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Andrew Price, Director | Inspire Management Consulting

As the Director of Inspire Management Consulting, Andrew provides strategic management solutions for law firms across Australasia focussing on strategic planning, implementation and change management. Andrew has more than 15 years experience working within professional services both as a lawyer and manager of law firms. Prior to commencing Inspire Management Consulting, Andrew was the Chief Operating Officer at one of Australia’s leading national firms. 

Andrew was Australia’s first foundation level accredited member of the Change Management Institute. He holds a Bachelor of Business (HRM), Bachelor of Laws (Hons), and MBA. Andrew was the winner of the Practice Manager of the Year award at the Australasian Law Awards in 2012 and 2013. He also presents at many industry events including for a number of CLE and education providers and Law Societies across Australia, Asia and the US.    

Andrew has also written many articles and provided commentary for legal and insurance publications including Lawyers Weekly, Australian Legal Business Magazine (ALB), Insurance News, and been featured in Australian Legal Business 's 'Legal Leaders'. He is a member of the Change Management Institute, and a professional member of the Australian Human Resources Institute.  

C: Algorithms, AI and Apps - The Rise of the Robot Lawyer

Fabian Horton | Director | Connect Law

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Fabian Horton | Connect Law

Fabian Horton is a virtual lawyer and legal futurist. He is the chairperson of the Law Institute of Victoria’s Technology and the Law Committee, and a lecturer at The College of Law. He has extensive experience with technology from his early career in forensics to being a legal technology specialist; through to being the director of one of Australia’s earliest virtual law firms.

Fabian is currently undertaking his PhD researching technology’s impact on the creation, administration and practice of law and is uniquely qualified in the area of technology and the changing world of law.

10:30 to 11:30

Be inspired to think innovatively about how you can improve profitability, re-position and narrow your firm’s focus and create a better future for your people by embracing change (in small and big ways) and taking risks.

Using her experience with Moores'  journey, Catherine will share with you:

  • lessons from the coalface;
  • identifying opportunities using the risk assessment matrix;
  • how to get your people to take risks and bring about workplace and cultural change;
  • why embrace innovation, risk taking and how to bring your people along for the ride;
  • how innovating one part of your practice changes your whole business.

Communication is at the heart of any successful change initiative. A law firm might have the best laid plans for implementing a change initiative, however it is ultimately their people who are impacted by the change itself.

Accordingly, they are the ones who need to be prepared for acceptance of the change and to adopt the new systems, processes and ways of doing things. Without 'Clever Communication' there will be resistance and the change will not occur.

The session will provide you with an understanding of the importance of communication in the change process. You will learn about the theories of effective communication, how to communicate change, which communication channels to use, how to plan 'clever' communication, understand what resistance to change is and how to deal with resistance.

This is happening to you now! Your job is being taken over by robots. In the age of technologies such as ROSS, algorithms and apps have lawyers in their sights. 

But while legal roles are disappearing, new opportunities are being born. Smart practices are taking hold of the future and reinventing what it means to be a trusted advisor.

In this session, learn what you can do to place yourself on the winning side of the equation. 

From implementing smart systems to leveraging off big data, now is the time to see how this technology can not only enhance your service offerings, but transform the way you interact with your clients and the law.

Session 8: Break out A, B or C

A: Increasing Profitability in your Firm

Matthew Schlyder | Director | FWO Chartered Accountants

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Matthew Schlyder, Director | FWO Chartered Accountants

Matt Schlyder has an in depth understanding of business and is passionate about assisting legal firms to grow their business. Matt and his team advise clients across a broad range of areas including improvement of their current financial position, marketing their firms successfully, developing succession strategies, facilitation debt strategies, profit and cash flow improvement, along with general accounting solutions.

Matt is an expert adviser to law firms on the costs and benefits of incorporating and what the overall impact could be when restructuring. Engaged and dynamic, Matt is well regarded in the both the accounting and legal industries and provides focus, direction and genuine support to clients.  

B: The Motivation Imperative

Simon Tupman | Director | Lawyers with a Life

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Simon Tupman | Lawyers with a Life

Simon is a speaker, author and coach to law firms globally and is known for his seminars and books on leadership and innovation. A former practising lawyer in London, he has over 25 years experience working with professional service firms globally.

Simon has written two best-selling books, 'Why Lawyers Should Eat Bananas' which has been translated into Russian and 'Why Entrepreneurs Should Eat Bananas' which has been translated into Portuguese and Spanish. His latest book 'Legal Eagles' features law firm leaders who are making a difference in the world.

Simon is a founding member of the Law Management Group and a member of the UK-based Law Consultancy Network.

C: Clever ways to create more value using LinkedIn

Kirsten Hodgson | Professional services marketing and legal marketing specialist |  Kaleidoscope Marketing

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Kirsten Hodgson, Professional Services Marketing & Legal Marketing Specialist | Kaleidoscope

Kirsten Hodgson is the Founder of Kaleidoscope Marketing, helping professional services firms to grow their existing client base and attract more of their ideal clients. She has led LinkedIn workshops throughout New Zealand, Australia and the UK, showing professionals how they can harness the power of LinkedIn to grow their practices. Her first book, The Complete Guide to LinkedIn for Lawyers: Connect, Engage and Grow your Business, was published by LexisNexis in Sept 2012 with the second edition published in 2015. She is a co-creator of ‘Grow your Practice with LinkedIn: for Lawyers’ a CPD accredited (in the UK) online training course. 

11:35 to 12:30

This session will present some key strategies to help your firm increase it's profitability, outlining the practical steps you need to take to do so.

Delivered in a friendly and dynamic way, Matthew will help you understand how you can make the most of what you already have, and reinforce the need to build proactive revenue streams.

Motivation is key to the success and well being of any law firm. Firms can have the best management, software, systems, policies and procedures in place but they count for little unless their people feel connected to the business.

Simon will show what you can do to improve motivation and employee engagement at your firm - and what the potential impact is likely to be on your firm’s bottom line. He will outline five practical initiatives that firms can take to develop a collaborative, supportive and vibrant workplace culture.

Referrals and face-to-face marketing remain the top ways most firms generate work – and that’s great! But there’s a huge opportunity for your firm to integrate LinkedIn and other social networks into your existing BD and marketing initiatives to create even more referrals, more qualified leads and more in-person meetings.

Kirsten will cover a combination of ‘must know’ tips and tools, as well as real-life industry scenarios which will allow you to harness the power of social media to dramatically improve the returns on your existing initiatives.

12:30 to 1:30

Lunch | Summit Trade Exhibition

Session 9: Break out A, B or C

A: Reinventing Performance Management

Ron Baker | Founder | VeraSage Institute

Stephanie Beard | HR Manager | Harwood Andrews Lawyers

Jane Lewis | Director - People and Development | Allens

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Ron Baker, Founder | VeraSage Institute

Ronald J. Baker started his CPA career in 1984 with KPMG’s Private Business Advisory Services in San Francisco. Today, he is the founder of VeraSage Institute—the leading think tank dedicated to educating professionals internationally—and a radio talk-show host on the www.VoiceAmerica.com show: The Soul of Enterprise: Business in the Knowledge Economy.

As a frequent speaker, writer, and educator, his work takes him around the world. He has been an instructor with the California CPA Education Foundation since 1995 and has authored fifteen courses for them, including: You Are What You Charge For: Success in Today’s Emerging Experience Economy (with Daniel Morris); Alternatives to the Federal Income Tax; Trashing the Timesheet: A Declaration of Independence; Everyday Economics; Everyday Ethics: Doing Well by Doing Good; and The Best Business Books You Should Read.


Stephanie Beard, HR Manager | Harwood Andrews Lawyers

Stephanie Beard is a Human Resource professional who provides both strategic and operational human resource solutions. She adopts a pragmatic and proactive approach to her role and is enthusiastic about partnering with the firm's business leaders to ensure that through appropriate human resource solutions, the business is able to meet and exceed its objectives and goals.

Stephanie holds a Masters of Business with a major in Human Resources, together with a Masters of Business Coaching. Whilst studying, Stephanie was introduced to positive psychology and positive leadership which has changed her perspective on life, both personally and professionally.

Stephanie is passionate about coaching people, helping them achieve their goals and assisting them to discover places they didn’t know they could go.

As Human Resources Manager at Harwood Andrews, Stephanie's role is diverse and she works closely with the Managing Principal and the shareholders of the business to ensure that a positive culture and work environment is provided, supporting both the operational and strategic goals of the business.


Jane Lewis, Director - People and Development | Allens

Jane is a strategic human resources executive with extensive experience leading change in complex situations to directly support strategic and business outcomes, developing integrated talent and capability frameworks and building respected human resources teams.

Jane is passionate about increasing the capacity of individuals and organisations to develop, adapt and thrive in the face of complexity.

Jane is a member of the Executive Committee at Allens, leading the firm’s people strategy and playing a key role in development of broader firm strategy responding to disruption in the legal industry. Jane is also an advisor to Board Sub-Committees for Remuneration, Succession and Risk Management. 

B: Breaking the Barriers - How to Develop a Digital Marketing Strategy to Attract New Clients AND Tell You What They Are Thinking

Sally King | Dir. Strategic Comms and BD | Carroll & O’Dea Lawyers and Charles Ashton | Managing Director | Mondaq

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Sally King, Director of Strategic Communications & BD | Carroll & O'Dea

Sally is the Director of Strategic Communications and Business Development at Carroll & O’Dea Lawyers. With a background in education, marketing and graphic design, she worked in the public, private and not-for-profit sectors before entering the legal world as a senior marketer.

Carroll & O’Dea is a mid-tier firm with 20 partners, eight offices and approximately 200 staff. Sally is responsible for marketing, communications and business development across the firm’s eight offices. She works closely with the partners and lawyers in each of the firm’s practice areas. In addition, she is responsible for coordinating a team of contractors, including website developers, media buyers, graphic designers and copywriters.

Over the past 12 months, Sally pushed Carroll & O’Dea into the digital era. This involved working closely with a team of branding strategists and an advertising agency to implement a very successful digital marketing strategy, which has not only brought new clients to the firm but given it the ability to measure the success of its digital marketing activities. The firm has seen a 30% increase in quality leads and a four-fold increase in traffic to the website. Most importantly, it has given the firm insight into what their current and prospective clients are thinking and constantly helps identify where the firm can improve its digital marketing initiatives.


Charles Ashton, Managing Director | Mondaq Asia

While working in London in the late 1990's and early 2000's, Charles developed web projects for international publishers such as Reed Elsevier and Pearson. He went on to become the IT Manager for Mondaq UK.

Highly regarded for his work with law firms (big, small and medium-sized) in the area of content marketing, Charles' ability to explain SEO, as well as the Mondaq syndication and reporting systems, in language a human can understand, is respected and much appreciated by lawyers and marketers all over Australia.

More recently, through his new venture, Magnafirm, Charles has been involved in developing a Google Analytics tool specifically tailored to the needs of professional service firms and enables them to monitor the success of their digital marketing initiatives. In addition, it enables them to measure the success of these initiatives against the performance of other firms.

C: The Future of Law Firms in a World of Change

Expert Panel Facilitated by Warrick McLean | CEO | Coleman Greig Lawyers

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Janet Dore | B.App.Sc.(Planning), MBA, FAICD

Janet Dore was appointed as Chair Committee for Ballarat in October 2015.

She has held senior executive roles in local government as CEO of the Cities of Ballarat and Newcastle NSW and was the CEO of the TAC from 2008 until her retirement in late 2015.

Currently Chair of the Lantern Legal group and on the Board of Central Highlands Water and the Geelong AuthorIty, Janet is an experienced Board Director. Her previous Board experience has included nib Health Funds, Newcastle Airport, and Institute for Safety Compensation and Recovery Research (ISCRR).

Janet holds an MBA from Deakin University and is a Fellow of the Australian Institute of Company Directors.


Andrew Price, Director | Inspire Management Consulting

As the Director of Inspire Management Consulting, Andrew provides strategic management solutions for law firms across Australasia focussing on strategic planning, implementation and change management. Andrew has more than 15 years experience working within professional services both as a lawyer and manager of law firms. Prior to commencing Inspire Management Consulting, Andrew was the Chief Operating Officer at one of Australia’s leading national firms. 

Andrew was Australia’s first foundation level accredited member of the Change Management Institute. He holds a Bachelor of Business (HRM), Bachelor of Laws (Hons), and MBA. Andrew was the winner of the Practice Manager of the Year award at the Australasian Law Awards in 2012 and 2013. He also presents at many industry events including for a number of CLE and education providers and Law Societies across Australia, Asia and the US.    

Andrew has also written many articles and provided commentary for legal and insurance publications including Lawyers Weekly, Australian Legal Business Magazine (ALB), Insurance News, and been featured in Australian Legal Business 's 'Legal Leaders'. He is a member of the Change Management Institute, and a professional member of the Australian Human Resources Institute.  


Steve Wingert, Principal | Nesso Strategies

Steve Wingert, CLM, is a 20 year veteran of law firm administration, past president of the Association of Legal Administrators, principal of Nesso Strategies, and co-founder of the Legal Leadership Institute. Steve works with law firms and non-profit associations on leadership and management challenges:  strategic management, strategic thinking, change management, process improvement, client service, succession planning, and team development. He develops leadership talent, assesses needs and issues, and facilitates collaborative and successful solutions.

Steve holds a BA in psychology from Creighton University, a MA in human resources management from Truman State University, an MBA from Our Lady of the Lake University in San Antonio, and is currently working on doctorate (Ed.D.) in interdisciplinary leadership at Creighton University.

1:30 to 2:45

Annual Performance Appraisals, RIP?

In this highly engaging and interactive discussion, our expert panellists will offer their divergent views on this challenging topic, drawing on their diverse experiences and differing perspectives.

  • Ron Baker, Founder, VeraSage Institute
  • Stephanie Beard, HR Manager, Harwood Andrews Lawyers
  • Jane Lewis, HR Director, Allens

If you’re a manager or marketer working in a firm that is resisting entering the digital era, this session is for you. You’ll also find it useful if you work in a firm that has taken the leap into the digital world only to discover that your website is generating very few leads and functions as little more than an online brochure.

First, we will explore barriers you may face when trying to take the leap into digital, as well as some strategies you can use to how to get the key people in your firm on board. Using practical examples, you will then learn how to set up a digital marketing campaign that delivers results.

So how does the law firm of the future embrace change with success, rather than react with reluctance when change becomes the last resort? 

Our interactive panel of change leaders will provide insights into driving change at law firms.  The panel will also answer your questions and help you identify real-world solutions for your firm.

  • Steve Wingert, Principal, Nesso Strategies
  • Janet Dore, Chair, Legal Lantern Group
  • Andrew Price, Director, Inspire Management Consulting
2:45 to 3:15

Afternoon Tea | Summit Trade Exhibition

Session 10 - FINAL
3:15 to 4:30

Creating Your Own ‘Blueprint for Change’

Facilitated by Warrick McLean | CEO | Coleman Greig Lawyers

View Panel Details

Ron Baker, Founder | VeraSage Institute

Ronald J. Baker started his CPA career in 1984 with KPMG’s Private Business Advisory Services in San Francisco. Today, he is the founder of VeraSage Institute—the leading think tank dedicated to educating professionals internationally—and a radio talk-show host on the www.VoiceAmerica.com show: The Soul of Enterprise: Business in the Knowledge Economy.

As a frequent speaker, writer, and educator, his work takes him around the world. He has been an instructor with the California CPA Education Foundation since 1995 and has authored fifteen courses for them, including: You Are What You Charge For: Success in Today’s Emerging Experience Economy (with Daniel Morris); Alternatives to the Federal Income Tax; Trashing the Timesheet: A Declaration of Independence; Everyday Economics; Everyday Ethics: Doing Well by Doing Good; and The Best Business Books You Should Read.


Ann-Maree David, Executive Director | The College of Law

Ann-Maree has worked within the Queensland legal profession for more than 30 years, in public and corporate sector roles and in private practice as a solicitor.  She established the Queensland campus of the College of Law in 2003.

Ann-Maree has pursued diverse interests aligned with her professional office, including fostering of new entrants to the profession; highlighting and overcoming barriers to career progression in law suffered by women and minority groups; and contributing to programs to build resilience and recognise causative factors leading to depression amongst practising lawyers. Ann-Maree is currently researching factors which may influence the departure from the profession of growing numbers of early career lawyers. She is a Director and Vice President of Australian Woman Lawyers, Vice President of the Women Lawyers Association of Queensland and chairs the Queensland Law Society’s Equalising Opportunities in the Law Committee, all valuable platforms from which to display leadership amongst the profession in order to influence change in relation to these important issues.  She holds Masters Degrees in both Law and Education.


Patrick Ng, Principal Consultant | iNPLACE Solutions

Patrick has almost 20 years’ experience within professional services, primarily 15 years as IT Director at national law firm Maddocks where he was key to how the Firm conducted its business, risk profile and operational relationships with clients. He has also consulted to manufacturers, educational institutions, retailers, property developers and tech firms and has been a guest speaker on legal tech on many occasions.

He is considered to be a frank and logical communicator with a creative yet socially sensitive approach. His industry expertise covers both strategic and operational briefs. His tech expertise covers enterprise databases, internetworking and interface design with deep point expertise in EDMS, practice management, case management and litigation related technologies.

His custom innovations include the development of sophisticated data driven publishing systems, Australia’s first remote court access system, digital document review systems and development of the market leading legal full service web offering.  Patrick particularly likes well thought out, creative or innovative ideas that create new approaches to traditional challenges while also giving consideration to the future. 

Shirley Hamel, Director of Operations | Cornwall Stodart

Shirley Hamel is the Director of Operations at Corwall Stodart. Shirley has a strong reputation in the Melbourne market for her ability and discipline in assisting businesses to embrace and successfully implement change programs. Her passion and skill for communicating effectively and understanding operations at all levels of the corporation and customer base sees her consistently deliver on strategic and operational change projects.

Shirley has a strong business background, particularly in the areas of professional services and financial services including over twenty years experience as a member of executive and senior management teams. She has led teams in the strategic design and implementation of change agendas around people, systems, processes and customers.


Andrew Barnes, Financial Controller | The Lantern Legal Group.

Andrew Barnes is the financial controller for The Lantern Legal Group Pty Ltd, which practices under the firm names of Sladen Legal and Harwood Andrews.  Andrew is an ex-officio member of the firm's Board.  He works closely with the principals to deliver strategic planning, reporting and budgeting initiatives and applies his robust commercial skills to drive continued business improvement.

Andrew worked in public practice, as well as financial services and broad industry roles prior to joining the firm in 2003.


Sally King, Director of Strategic Communications & BD | Carroll & O'Dea

Sally is the Director of Strategic Communications and Business Development at Carroll & O’Dea Lawyers. With a background in education, marketing and graphic design, she worked in the public, private and not-for-profit sectors before entering the legal world as a senior marketer.

Carroll & O’Dea is a mid-tier firm with 20 partners, eight offices and approximately 200 staff. Sally is responsible for marketing, communications and business development across the firm’s eight offices. She works closely with the partners and lawyers in each of the firm’s practice areas. In addition, she is responsible for coordinating a team of contractors, including website developers, media buyers, graphic designers and copywriters.

Over the past 12 months, Sally pushed Carroll & O’Dea into the digital era. This involved working closely with a team of branding strategists and an advertising agency to implement a very successful digital marketing strategy, which has not only brought new clients to the firm but given it the ability to measure the success of its digital marketing activities. The firm has seen a 30% increase in quality leads and a four-fold increase in traffic to the website. Most importantly, it has given the firm insight into what their current and prospective clients are thinking and constantly helps identify where the firm can improve its digital marketing initiatives.


Warrick McLean, CEO | Coleman Greig Lawyers

Warrick McLean is the Chief Executive Officer of Coleman Greig. Prior to joining the firm, Warrick had already gained extensive general management experience in professional service firms, in both the legal and accounting sectors, and brought with him a wealth of experience. In 2007 he became a Principal of the firm.

Warrick works extensively with the other Principals and staff of Coleman Greig to identify, facilitate and implement the firm's strategic direction. His background and expertise in human resource management, finance, quality, business development and IT enable him to provide the necessary support and guidance required to maintain Coleman Greig's position as Western Sydney's leading law firm.


  • Leadership & Strategy: Ron Baker | VeraSage Institute
  • People: Ann-Maree David | College of Law
  • Process: Shirley Hamel | Cornwall Stoddart
  • Technology: Patrick Ng | InPlace Solutions
  • Finance: Andrew Barnes | Lantern Legal Group
  • Marketing: Sally King | Carroll & O'Dea Lawyers

At the end of three action-packed days of hands-on workshops, compelling Summit sessions and learning about the latest legal products and services, this wrap-up session will help you pull all the threads together and create your own “Blueprint for Change” to apply at your firm!

Our expert panellists will share their key “Summit Gold” take-a-ways, examining the people, process and technology changes to implement in order to ensure your firm adapts to the rapidly changing legal landscape and sets sail on the right path to future success!

4.45

Post Conference Drinks | Balcony Promenade 

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