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The 17th Annual Southeastern M&A/Private Equity Forum
8:00 AM ET Registration & Continental Breakfast 8:55 AM ET Opening Remarks 9:00 AM ET The State of the M&A and Private Equity Market This year’s Forum opens with our annual examination of key trends and updates in the M&A/Private Equity market. In an exploration of 2020’s turbulent dimensions and impact on current transactions, our distinguished faculty will note specific wins and losses in Southeastern deals, and address what dealmakers can expect in the year to come.
Appreciable Assets: Business and Academic Partnerships Around Technology and Talent
12:30 PM ET Appreciable Assets: Business and Academic Partnerships Around Technology and Talent As the tax and accounting professions continue to evolve, technology and data science skills are of growing import to both junior and experienced employees. At leading academic institutions, core curricula are being revamped to produce versatile graduates for a dynamic and competitive job market.
Dauntless Ascent: Adapting to Accelerating Technology Change in a Global Pandemic
The Thomson Reuters Institute, in proud association with ILTA, is pleased to present the closing installment of a two-part thought leadership webinar series on technology and the modern workplace in our remote, pandemic-tinged reality. The pace of technological advancement and innovation across all industries and market sectors shows no sign of slowing.
Material Gains: Exploring Industry-Level Impact of the CPA Evolution Initiative
Last spring, the National Association of State Boards of Accountancy (NASBA), in partnership with the American Institute of Certified Public Accountants (AICPA), voted to approve the CPA Evolution Initiative, an effort seeking to redesign CPA licensure. The new model will continue to require that CPA candidates demonstrate aptitude in the areas of tax, accounting and auditing as continued core facets of the industry.
The Razor’s Edge: The Fate of Qualified Immunity for Law Enforcement
Cognizant of the powerful forces shaping public discourse, the Thomson Reuters Institute is pleased to produce an ongoing thought leadership spotlight on race relations, ideological division, and law enforcement reform during a seminal moment in modern society. Our aim is to bring together perspectives from key influencers and power brokers across academic, practitioner, and regulatory quarters for a series of cordial and earnest dialogues around social upheaval and transformation.
Banding Together: Reddit, Robinhood and Regulatory Response to Market Populism
The Thomson Reuters Institute is pleased to present an ongoing series of contemporary takes on our current social justice environment. Our aim is to foster healthy debate and intellectual inquiry into forces and trends shaping the global public square. Earlier this year, a band of retail investors shook financial markets by driving up the price of GameStop shares and creating a painful short squeeze for hedge funds and institutional investors alike.
Divergent Design: Assessing the 2021 Global Alternative Legal Service Providers Report
Alternative legal service providers (ALSPs), otherwise known as “New Law” entrants, continue to gain traction in our modern legal services landscape. Accounting for nearly $14 billion of global market share, this rapidly expanding community now occupies a crucial role as a key business partner — if not lucrative practice innovation — for a profession fundamentally transformed.
An ‘Uncivil War’: Examining Political Tribalism and the Rise of “Grievance Culture”
In the past century, never before have Americans been so deeply divided by social, political and ideological difference as we are today. How did we reach this low point at which incivility and contempt towards one’s political contemporaries, coupled with increased resistance to compromise, is occurring more and more frequently? What are we to make of a social landscape where vitriolic contempt for those holding differing views is not only acceptable, but actively championed?
Castle Keep: Brand & Trademark Evolution in the Current Landscape
In response to the social justice movement that defined 2020, many corporate entities revisited heretofore prominent—and obviously lucrative—trademarks deemed problematic in today’s political climate. Whether in grocery stores, medicine chests, or (sparsely populated) sporting arenas, the imminent or immediate evolution of globally prominent brands such as Aunt Jemima, Uncle Ben, Mrs.
Mercury Rising: Assessing the 2021 Report on the State of the Legal Market
Thomson Reuters, in partnership with Georgetown University Law’s Center on Ethics and the Legal Profession, is proud to announce the release of the 2021 Report on the State of the Legal Market. The definitive, data-driven overview of the legal profession, our report once again offers unparalleled guidance for law firm leaders, practitioners and affiliated partners around the globe.
The 20th Annual Law Firm COO & CFO Forum
The Thomson Reuters Institute is pleased to present the 20th Annual Law Firm COO & CFO Forum in the heart of New York City. The premier (inter)national summit for eponymous title holders and their peers, our program continues its proud tradition of comprehensive professional education and networking opportunities for the Am Law 200 and beyond. Please join us as we celebrate our platinum anniversary and welcome a new era of industry-leading thought leadership.
Revising the Playbook: Understanding (and Undoing) the Limited Scope of Leadership
The Thomson Reuters Institute’s Transforming Women’s Leadership initiative and the University of Pennsylvania’s Carey Law School proudly present the third installment of a three-part webinar series on advancing equity in leadership. Leveraging nuanced insight and brand new research around allyship and inclusivity, this series offers meaningful solutions toward advancing career and leadership opportunities for underrepresented individuals in the workplace.
Setting C-Suites for Sea Change
The Thomson Reuters Institute’s Transforming Women’s Leadership initiative and the University of Pennsylvania’s Carey Law School proudly present the second installment of a three-part webinar series on advancing equity in leadership. Leveraging nuanced insight and brand new research around allyship and inclusivity, this series offers meaningful solutions toward advancing career and leadership opportunities for underrepresented individuals in the workplace.
The COVID-19 Pandemic: The Evolving Reality
In the latest installment of the AI Invited Speakers Series, the Thomson Reuters Center for AI and Cognitive Computing and Thomson Reuters Institute are proud to present a special public town hall with renowned public health scholar Dr. Michael T. Osterholm, Regents Professor, McKnight Presidential Endowed Chair in Public Health, and Director of the Center for Infectious Disease Research and Policy (CIDRAP) at the University of Minnesota.
The 2020 Leadership Institute Foundations Program
Leadership is more important today than ever. As change is thrust upon the legal sector from all sides – a global pandemic, a renewed movement for civil rights, industry disruption, generational shifts, and more – the pressure upon law firm leaders is unprecedented. Yet few are well-prepared.
Corporate Activism in a Global Pandemic
Cognizant of the powerful forces shaping public discourse, the Thomson Reuters Institute is pleased to produce a summer-long thought leadership spotlight on race relations, ideological division, and law enforcement reform during a seminal moment in modern society. Our aim is to bring together perspectives from key influencers and power brokers from the academic, practitioner, and regulatory quarters for a series of cordial and earnest dialogues around social upheaval and transformation.
The 2020 US M&A/Private Equity Forum
With capital and credit markets on the rebound, and less than 100 days until the US presidential election, mid-market M&A activity is rapidly emerging from months of involuntary hibernation. On the heels of a moribund spring and early summer, August’s arrival yielded significant deals within the healthcare, biopharmaceutical and technology sectors, and industry observers remain bullish on an equally robust Q4 for manufacturing, financial services, energy, consumer goods and beyond.
“Las Furias y Las Penas” (The Furies and the Sorrows): Addressing Access to Justice for the Latinx Community
“Si no hay justiciar para el pueblo, que no haya paz para el gobierno.” (If there is no justice for the people, let there be no peace for the government.) – Emiliano Zapata In honor of Latinx Heritage Month, the Thomson Reuters Institute is pleased to produce a four-part series on identity, inequality, and access to justice in contemporary American society.
“De dinero y bondad” (Of Money and Kindness): Supporting US Financial Growth through Increased Latinx Economic Access
In honor of Latinx Heritage Month, the Thomson Reuters Institute is pleased to produce a four-part series on identity, inequality, and access to justice in contemporary American society. Our aim is to unite professionals, policymakers, academics and more for a series of earnest dialogues around the modern-day Latinx experience.
Un Futuro Más Brillante (A Brighter Future): Increasing Access to Education for the Latinx Community
In honor of Latinx Heritage Month, the Thomson Reuters Institute is pleased to produce a four-part series on identity, inequality, and access to justice in contemporary American society. Our aim is to unite professionals, policymakers, academics and more for a series of earnest dialogues around the modern-day Latinx experience. Our second installment highlights access to education concerns for the Latinx community.
El Aislamiento de la Solidaridad (The Isolation of Solidarity): Assimilation and Acceptance within the Latinx Community
In honor of Latinx Heritage Month, the Thomson Reuters Institute is pleased to produce a four-part series on identity, inequality, and access to justice in contemporary American society. Our aim is to unite professionals, policymakers, academics and more for a series of earnest dialogues around the modern-day Latinx experience. The Latinx community is uniquely comprised of many different cultural influences and languages spoken around the world.
Nervous Conditions: Examining Law Enforcement Culture & the Color Line
Cognizant of the powerful forces shaping public discourse, the Thomson Reuters Institute is pleased to produce an ongoing thought leadership spotlight on race relations, ideological division, and law enforcement reform during a seminal moment in modern society. Our aim is to bring together perspectives from key influencers and power brokers from the academic, practitioner, and regulatory quarters for a series of cordial and earnest dialogues around social upheaval and transformation.
Of Things to Come: Technology, Training and New Policing Guidelines in America
Cognizant of the powerful forces shaping public discourse, the Thomson Reuters Institute is pleased to produce a summer-long thought leadership spotlight on race relations, ideological division, and law enforcement reform during a seminal moment in modern society. Our aim is to bring together perspectives from key influencers and power brokers from the academic, practitioner, and regulatory quarters for a series of cordial and earnest dialogues around social upheaval and transformation.
The 19th Annual Law Firm COO & CFO Forum
10:00 AM EDT Doors Open/Virtual Networking 10:30 AM Partner Talks Please join us for two twenty-minute executive presentations from some of our conference partners. Partner Talk #1: Uninvited: Fraud and Its Origins During the Pandemic Throughout the pandemic, law enforcement reporting and mainstream media commentary have outlined various types of fraud frequently deployed to trick unsuspecting business executives.
Spectacular Bodies: Privacy, Public Identity & LGBTQ2+ Personality
This June, the Thomson Reuters Institute is proud to announce the sixth installment in an eight-part series of thought leadership webinars devoted to advancing international LGBTQ2+ access to justice. Social media has forever changed the way people convey and receive information. Though often an entertaining way to engage the world, cringe-worthy moments shock the masses when seemingly private communications get thrust, however inadvertently, onto the world’s stage.
Taken: Exposing Global LGBTQ Human Trafficking
This June, the Thomson Reuters Institute is proud to announce the third installment of an eight-part series of thought leadership webinars devoted to advancing international LGBTQ2+ access to justice. In 2017, a ten-year study conducted by anti-slavery group Polaris of over 40,000 reported cases of alleged human trafficking revealed that LGBTQ youth made up a disproportionately high percentage of victims across the United States.
The 2020 Law Firm Financial Performance Forum
10:00 AM EDT Conference Opens/Virtual Networking 10:30 AM EDT Partner Talk #1: Keys to Surviving and Thriving through the Pandemic Please join us for two twenty-minute executive presentations from some of our conference partners. These sessions are presented consecutively sans any breaks.
The 28th Annual Marketing Partner Forum
12:00 PM PT Registration & Welcome Luncheon Please join us for lunch in the Monarch Bay Courtyard as we kick off our 2021 program. 1:00 PM PT Workshop #1: O Pioneers!: New Frontiers in Law Firm Pricing Strategy (Breakout) As global business continues to awaken from involuntary hibernation, law firms are reinventing their value proposition through new, highly creative, client-centric pricing plans emblematic of a market transformed.
The 2020 US Emerging Legal Technology Forum
Event Details 1:00 PM EDT Addressing Technophobia: Training Technologically Competent Lawyers Much has been said about the practical and ethical motivations behind the duty of technology competence for lawyers. Now, more than ever, clients expect legal counsel to demonstrate proficiency across a wide swath of technologies capable of transforming legal practice and offering greater overall value to a matter.
The 18th Annual Law Firm COO & CFO Forum
8:00 AM Breakfast and Registration 9:00 AM Opening Remarks 9:15 AM The State of the US Legal Market In Robert Frost’s “The Road Not Taken,” a solo traveler stumbles upon a sylvan crossroad and faces an agonizing dilemma: “Two roads diverged in a yellow wood, And sorry I could not travel both….” Filled with intense curiosity about what lies ahead, the narrator ultimately elects for the path less traveled—a decision, so (s)he muses, “that has made all the difference.” Frost’s contemplation of...
The 2019 US Legal Market Update
2:00 PM Registration Please join us for afternoon tea and coffee. 2:25 PM Opening Remarks Presenter: Tommy Williams, Large Law & Client Management Lead – East, Thomson Reuters 2:30 PM A US Legal Market Update Please join us for an exclusive presentation of brand new Peer Monitor data on law firm economics, lawyer rates, and emerging trends through H1 2019. Attendees are invited to discuss how they view the current business climate through the remaining calendar year.
The 2019 Emerging Legal Technology Forum
8:00 AM Registration & Breakfast 9:00 AM Opening Remarks 9:15 AM Going Digital: Where Culture Meets Strategy Every business leader understands that life in the digital era pivots upon organizational flexibility, adaptability and a healthy tolerance for risk. Indeed, thanks to a new generation of consumers and the ever-omnipotent specter of social media, the pace and face of modern business has proven nothing if not frenetic.
The 3rd Annual Corporate Risk, Ethics & Compliance Forum
8:30 AM Registration & Breakfast 9:30 AM Opening Remarks 9:45 AM Corporate Activism and Social Virtue Signaling: Do the Rewards Validate the Risk? In recent years there has been a significant upsurge in the number of brand name, Fortune 500 companies that are taking a firm stand on making their social or political views known to their consumers. While such virtue signaling elicits great praise from some, it also elicits an equal if not greater amount of controversy and contention from others.
The 15th Annual Southeastern M&A/Private Equity Forum
8:00 AM Registration & Breakfast 8:55 AM Opening Remarks 9:00 AM The State of the M&A and Private Equity Market This year’s Forum opens with our hallmark session on current trends and developments influencing deal activity and financing structures in 2019.
Legal Executive Institute
8:30 AM Registration and Breakfast 9:15 AM Opening Remarks 9:30 AM Pride and Prejudice: The State of the LGBTQ Nation It’s been 21 years since the brutal death of Matthew Shepard, four years since Obergefell vs. Hodges, three years since the tragic shootings at Pulse Orlando, and nearly two years since President Trump’s controversial decision to ban transgender US military service members first made headlines. What is one to make of the current state of the LGBTQ nation?
Legal Executive Institute
8:30 AM Registration & Breakfast 9:15 AM Opening Remarks 9:30 AM Pride and Prejudice: The State of the Global LGBTQ Community Recent global developments such as India’s historic repeal of Colonial-era laws decriminalizing homosexuality or the Australian parliament’s unprecedented decision to legalize same-sex marriage speak to the gradual thaw of LGBTQ2+ injustice experienced by many disenfranchised individuals.
Legal Executive Institute
8:00 AM Breakfast & Registration 9:00 AM Opening Remarks 9:15 AM North by Northwest: Is Diversity & Inclusion Truly a Top Down Initiative This conference argues that D&I is far more than a “top-down” approach. In order to be truly diverse and inclusive, organizations need middle management (with the support of top executives) to lead the charge and be champions across the enterprise. Our opening session will feature D&I allies who are implementing change from across all spectrums of management.
Legal Executive Institute
8:15 AM Registration & Breakfast 9:15 AM Welcome from the Chair David Curle, Director, Market Intelligence, Legal Executive Institute, Thomson Reuters 9:30 AM Discerning AI Reality from Fiction: What Does the Advent of AI Hold for Professional Services Firms New technology within any business sector always poses a certain level of disruption.
The 27th Annual Marketing Partner Forum
12:00 PM Conference Registration & Welcome Luncheon Please join us for lunch as we kick off our 2020 program. 1:00 PM Workshop #1: Quantum Leap: Advancing Firmwide Competitive Intelligence (Breakout) Although many firms recognize the value of competitive intelligence (“CI”) from a business development and marketing standpoint, few succeed in fully realizing its intrinsic value to the enterprise.
The 2018 Emerging Legal Technology Forum
The Thomson Reuters Legal Executive Institute, in association with Law Made, is pleased to present the 2018 Emerging Legal Technology Forum on September 26, 2018 in downtown Toronto. Set amidst Toronto’s vibrant technology scene, our forum brings together some of the world’s top industry change leaders and practitioners for a series of interactive and provocative sessions around the ongoing revolution in legal services. Due to overwhelming demand, we are now at capacity for this event.
The Corporate Legal Department Operations Forum - Atlanta
Today’s corporate legal department faces constant pressure around budgets, bandwidth and process efficiency. Recognizing the need to become less a cost center than a valued business partner, many corporate legal departments are looking for innovations in productivity, better ways to control costs and are, in some scenarios, turning to third party providers in an effort to demonstrate greater strategic alignment.
The 26th Annual Marketing Partner Forum
Event Details 12:00 PM Registration & Welcome Luncheon Please join us for lunch as we kick off our 2019 program. 1:00 PM Workshop #1: High Noon: A Pricing Negotiation Master Class (Breakout) We are pleased to announce the return of our highly popular pricing negotiation master class, facilitated by a panel of esteemed law firm clients.
The 2018 Legal Executive Forum
Innovation around process improvement, “artificial intelligence,” alternative fee arrangements and operational outsourcing is widely held as a powerful lever in an increasingly dynamic and competitive legal services market. But if one were to objectively assess true innovation across the profession, what revelations—or sobering fallacies—might come to light in the eye of the beholder?
Legal Executive Institute
Join Heidi K. Gardner, Distinguished Fellow at Harvard Law School’s Center on the Legal Profession and author of Smart Collaboration: How Professionals and Their Firms Succeed by Breaking Down Silos for an interactive workshop discussing the hottest topics in cross-silo working. Covering topics ranging from gender implications to technology enablers to cross-firm collaboration, Dr. Gardner will share some of her latest findings that didn’t yet make it to print.
Legal Executive Institute
It’s no secret that changes to include women in the higher rungs of the law have taken place at a glacial pace. Yet the past few years have seen some remarkable developments spearheaded by outside advocacy groups and leading corporations who are championing women’s advancement. Our panel will discuss some of the most effective strategies currently in place across large, complex, and/or matrixed organizations. What does success look like for a dynamic professional services firm?
The 25th Annual Marketing Partner Forum | Legal Executive Institute
*Please note our new guest room reservation process* As part of your conference registration, Thomson Reuters will pay for 2 nights hotel room (including resort fee and taxes) at Terranea Resort. Please include your estimated arrival and departure dates on the registration form, and we will book the reservation on your behalf. Emails containing hotel confirmation numbers will be issued beginning in September 2017.
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