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Project Management for Lawyers 2018


Speaker(s): Bryon Koepke, Byron Kalogerou, Carla Landry, Esther Bowers, Gregory H. Lantier, Kevin T. Bielawski, Kimberly A. Gardner, Leah Guggenheimer, Leslie F. Brown, Leslie Plaskon, Lynne A. Maher, Scott W. Pedigo, Silvia Hodges Silverstein, St├ęphanie Hamon, Susan Raridon Lambreth, Suzanne M. Wood, Timothy O'Leary
Recorded on: Feb. 7, 2018
PLI Program #: 218889

Carla Landry is a Senior Consultant with LawVision.  She has worked in the legal industry, both in-house and as a consultant, for more than 20 years.  Carla advises law firms on a variety of financial, strategic, and operational issues. Together with a colleague and a team of certified Project Management Professionals (PMPs), Carla created the first project management certification program designed for the legal profession and launched the first online elearning courses in legal project management.  She coaches legal teams on implementing legal project management techniques into their matters.  Carla is also a certified Yellow Belt in Lean Sigma/Process Improvement for Law Firms and has worked with firms to identify cost savings opportunities through streamlining the delivery of legal services and improving existing processes.

Carla was an adjunct faculty member at George Washington University, teaching Economics and Profitability of Law Firms as part of a master’s program in law firm management. She has launched two online eLearning courses for the Practising Law Institute (PLI), one on law firm profitability and the other on Legal Process Improvement, winning a Telly Award honoring “the very best in film and video.”  Prior to joining LawVision Group, Carla was a Senior Director in the Law Firm Strategy and Structure Practice of Hildebrandt Baker Robbins. Her earlier consulting experience included working as a manager in PricewaterhouseCoopers LLP’s Legal Systems group. In that capacity, she served as a project manager leading an international, multi-disciplinary team responsible for the analytical and diagnostic processes related to an investigative database.

Certifications

  • Yellow Belt – Lean Sigma/Process Improvement for Law Firms

Publications

Books:

Articles:

Speaking Engagements

  • LawVision Group and LPM Institute, "Legal Project Management - Two Day Certification Course" (Annual, 2018-2014)
  • Practising Law Institute, "Project Management for Lawyers" (Annual, 2018 – 2016)
  • Practising Law Institute, Telly Award Winning eLearning Program, “Legal Process Improvement” (launched in 2017)
  • Professional Development Institute (PDI)/NALP, Legal Project Management – Choosing Training Modalities that Meet Your Objectives (Dec 2015)
  • Legal Project Management Roundtable, "Understanding How Generational Differences Impact Your Efforts to Get Broad-Based Traction with LPM Implementation" (Nov 2015)
  • ALA Gateway, "An Introduction to Legal Project Management" (June 2015)
  • Two-Day Certification Course, “Legal Project Management” (April 2015)
  • Practising Law Institute, eLearning Program, “Improving Law Firm Profitability” (launched in 2015)
  • Practising Law Institute, “Project Management of Lawyers” (January 2015)
  • Thomson Reuters Elite Vantage Conference, “Project Management Skills Workshop” (June 2014)


Tim O’Leary is a Shareholder of Sandberg Phoenix & von Gontard P.C. in its Business Litigation Practice Group.  He practices in both State and Federal courts in various jurisdictions and has extensive jury trial experience. Tim has substantial experience working on a wide-range of cases and matters such as attorney negligence, insurance coverage and bad faith, ERISA, and shareholder disputes. The Missouri Bar Foundation honored Tim for his trial ability by awarding him the prestigious Lon O. Hocker Award in 2006. He has been selected by his peers as a Best Lawyer in commercial litigation and has been included in Best Lawyers in America from 2016-2019.

Tim is Coordinator of the Sandberg Phoenix LPM initiative and works closely with the firm’s three LPM coaches to implement LPM in all practice areas.  The Claims & Litigation Management Alliance certified Tim as a Litigation Management Professional.  Tim also Chairs the firm’s Paralegal Program and has other leadership positions at Sandberg Phoenix and in outside professional organizations such as the Federal Bar Association, St. Louis Chapter.


Bryon Koepke is senior vice president, chief securities counsel for Avis Budget Group, Inc.. In his position Mr. Koepke is responsible for a wide variety of legal affairs of the Company, including securities, corporate finance, litigation, regulatory and compliance, legal operations, corporate governance and public company reporting. Prior to joining Avis Budget Group, Mr. Koepke was securities counsel and assistant secretary for Caterpillar Inc. where he managed securities, corporate finance, financial reporting and corporate governance matters for Caterpillar and its financial subsidiary, Caterpillar Financial Services Corp. Before working as a corporate attorney, Mr. Koepke served as a senior attorney within the U.S. Securities and Exchange Commission. Mr. Koepke received his bachelor’s degree from Vanderbilt University, his Juris Doctorate degree from Washburn University Law School and his LL.M. from the Georgetown University Law Center.


Byron S. Kalogerou is the founder and chair of the Firm’s Life Science Industry Group and leads the Boston Corporate practice. Byron focuses his practice on domestic and cross-border mergers and acquisitions, finance, and joint ventures and alliances. He has substantial on-the-ground experience structuring mergers, acquisitions, divestitures and joint ventures on six continents. Byron has extensive industry background in the medical device, industrial and manufacturing sectors. He also acts as outside general counsel to a number of companies.

Byron spent 17 years in-house, where he served in various general counsel roles at Tyco International, including as general counsel of its fire and security and telecom businesses and as general counsel of its international legal department, a function he created. Byron led or managed many of Tyco’s largest M&A deals, including the $12 billion acquisition of AMP Inc. and the $850 million purchase of AT&T Submarine Systems, and handled hundreds of middle-market deals around the globe. Byron handled Tyco’s initial foray into medical devices and led and managed many of the deals that led to the creation of Covidien, now a part of Medtronic.

Byron returned to law firm life 12 years ago with a desire to bring his keen sense of the “voice of the customer” to drive value and efficiency into the M&A deal process. Byron is a pioneer in the use of legal project management and Co-Chair of the ABA Committee on Mergers and Acquisitions’ Task Force on Legal Project Management. He is the Co-editor of the just published ABA Guidebook on “Using Legal Project Management in Merger and Acquisition Transactions”. Byron also created the first-of-its-kind web-based collaborative deal management portal, which the Firm has adopted and embraced as the M&A Gateway.


Esther Bowers is the Director of Client Service Initiatives at Barnes & Thornburg LLP and is responsible for managing the firm’s client-facing services, including value-add offerings, legal project management efforts, and client feedback and formal client service programs.

Ms. Bowers serves as co-creator of the firm’s BT ValueWorks program, which is a suite of pricing, process, program and technology solutions that increase collaboration and improve efficiency to bring greater value to the delivery of legal service. She is responsible for the firm’s legal project management (LPM) efforts including the LPM program implementation as well as training, and counseling attorneys on LPM and process improvement. As part of the firm’s ValueWorks approach, Ms. Bowers also leads the firm’s Client Service Program, which includes implementing customized client service plans for key clients of the firm, client research and client visits by firm managing partners.

Ms. Bowers has been with Barnes & Thornburg for seven years, beginning as a business development manager. Drawing on her prior experience working in legal education for the American Bar Association, Ms. Bowers has been a member of the firm’s BTLaw Academy Committee for seven years and is responsible for creating programming related to client service, business development and attorney development.

Ms. Bowers received her B.S. in finance from University of Illinois in Chicago and is certified as a trainer in legal project management by LawVision and has her White Belt from Legal Lean Sigma Institute LLC.


Greg Lantier's practice focuses on intellectual property and other complex commercial litigation and counseling at the trial and appellate stages. He also advises clients regarding intellectual property licensing matters and assists clients in connection with legislative and executive actions affecting intellectual property interests.

Mr. Lantier has represented clients from a broad range of industries in intellectual property infringement matters before the US Supreme Court, US Circuit Court of Appeals for the Federal Circuit, US district courts, the US Court of Federal Claims and the US International Trade Commission. Mr. Lantier also litigates contract, trade secret, intellectual property ownership, licensing and other matters before state and federal courts. He has argued Post-Grant Proceedings before the Patent Trial and Appeal Board pro hac vice. Additionally, Mr. Lantier has experience working with foreign counsel at the trial and appellate stages of patent infringement litigation occurring outside the United States.

Mr. Lantier has successfully litigated the largest "bet-the-company" matters, helping to lead teams of dozens of attorneys to trial. He also has had substantial success handling smaller matters with streamlined case teams to efficiently obtain results. Mr. Lantier has served clients in the financial services, computer software, medical device, telecommunications, defense, semiconductor, pharmaceutical, biotechnology and other industries.

Mr. Lantier co-leads the firm's Eastern District of Texas Working Group and its Post-Grant Proceedings Working Group. He is also a member of the firm's FinTech interdisciplinary group.


Leah Guggenheimer is a Chief Process & Innovation Officer of Burford and supports its ongoing evolution from start-up to leading global provider of finance and professional services to the legal industry, with a particular focus on organizational strategy, process and evolving marketplace opportunities.

With a background as a litigator, marketing director, practice group leader, and business process/change management executive at several law firms, as well as a business consultant and advisor to leading hedge funds, Ms. Guggenheimer is uniquely suited for the role.

Prior to joining Burford, Ms. Guggenheimer was Chief Operating Officer of Tiger Bay Advisors, a boutique consulting firm for alternative investment managers. While at Tiger Bay Advisors, she created the Tiger in the Machine newsletter which discussed process issues in the hedge fund industry. Before joining Tiger Bay’s executive leadership, she was a Chief of Staff at leading hedge fund Bridgewater Associates. She began her career as a practicing litigator at firms including Bernstein Litowitz Berger & Grossmann, and subsequently transitioned to marketing, business development and process design roles at firms including Jackson Lewis, Darby & Darby and Dechert.

Ms. Guggenheimer graduated magna cum laude from Brown University and cum laude from Harvard Law School. She also is a graduate of Boston University’s program in Business Process Management.


Leslie F. Brown is the Hogan Lovells Head of Legal Project Management for the Americas. She is an experienced Knowledge Management and Legal Project Management professional with a background in patent and complex litigation, and technology transactions. She is admitted to practice in California and the District of Columbia.

For more than 10 years, Ms. Brown has been responsible for implementing practice-oriented and business development initiatives that are focused on institutional knowledge sharing and collaboration, professional skills development, effective client service, and efficient legal management. Most recently, Ms. Brown led the effort to develop and deliver an award-winning legal services delivery program.

Prior to practicing law, Ms. Brown was a software consultant providing computer systems implementation and training services to clients across the US and around the world.

In addition to her role as Head of Legal Project Management at Hogan Lovells, Ms. Brown is an adjunct instructor for the Advanced Diploma program in Legal Project Management at NYU School of Professional Studies and is a frequent speaker on legal project management.

Ms. Brown earned her law degree at the University of California, Boalt Hall School of Law, during which time she served as an associate editor for the Berkeley Technology Law Journal, and holds a degree in Computer Science from Brown University. She recently became a Certified Legal Project Manager.


Leslie Plaskon is a partner in the Finance and Restructuring practice of Paul Hastings and is based in the firm’s New York office. She has extensive experience in the representation of senior lenders, alternative and specialty lenders as well as borrowers in connection with leveraged buyout financings, workouts, debt restructures, debtor-in-possession financings and intercreditor issues. She also has extensive experience in representing the agent bank, lending group and steering committees in Chapter 11 cases or out-of-court restructurings and workouts. 

Experience

  • Handled major transactions for financial institutions such as Wells Fargo Finance, UBS, Morgan Stanley, Barclays, Toronto Dominion and General Electric Capital Corporation including:
    • Representation of Citigroup, Barclays, Nomura, Deutsche Bank and Jefferies in $8.7 billion acquisition financing of PetSmart
    • Representation of Toronto-Dominion Bank, as administrative agent, in connection with reserve-based credit facility and financing of Apollo’s $2.2 billion acquisition of Encana’s Bighorn assets
    • Representation of Wells Fargo in $350 million acquisition financing of Premier Trailer Leasing
    • Representation of Morgan Stanley Senior Funding, Inc. as agent and Morgan Stanley Senior Funding, Inc., Credit Suisse Securities (USA) LLC, Deutsche Bank Securities Inc., J.P. Morgan Securities LLC and Citigroup Global Markets Inc. as joint lead arrangers and joint bookrunners of $415 million asset based revolving loan credit facility to XPO Logistics, Inc.
    • Representation of Wells Fargo in $150 million asset-based revolving facility to DJO Finance LLC
  • Representation of Furniture Brands, Centerline, Power Solutions and other borrowers in various finance facilities
  • Represented either the agent bank, lender group or steering committee in the bankruptcy cases or out-of-court restructures involving, among others, CHC Helicopters, Sandridge Energy, Southcross Energy Partners, RG Steel, BearingPoint, Eddie Bauer, New Vision Broadcasting, American Safety Razor, Greatwide Logistics Services, Leiner Health Products, Lenox China Inc., and Allegiance Telecom

Accolades and Recognitions
  • Named by US Legal 500 to the list of leading attorneys for Restructuring
  • Named by International Finance Law Review 1000, Leading Lawyer (Restructuring and Insolvency)
  • The M&A Advisor, 2012 International M&A Advisor Awards
  • The M&A Advisor awarded the successful out-of-court restructuring of PlayPower, Inc. as the “International Restructuring Deal of the Year.” (October 2012)

Education
  • University of Virginia School of Law, J.D.
  • London School of Economics
  • Tulane University, B.A., (Phi Beta Kappa)


Scott W. Pedigo, office managing shareholder of the Jackson office, represents manufacturing and commercial clients in employment, consumer products liability and commercial litigation matters.

In addition to his litigation practice, Mr. Pedigo regularly assists clients with appropriately addressing and limiting the risks associated with difficult employment issues and investigations, contract disputes, product safety concerns and recalls. He has extensive experience in defending employment discrimination claims, wage and hour collective actions, and class consumer products actions involving significant electronic discovery issues and complex factual and legal issues. He also has defended a wide variety of other litigation in the health care and tort settings in both state and federal courts through trial and on appeal.

Education

  • University of Mississippi School of Law, J.D., 1997, summa cum laude
  • University of Mississippi, B.B.A., 1994, summa cum laude


Stephanie Hamon joined Barclays Legal on 1 December 2015 as a Managing Director and Head of External Engagement and reports into the Legal Function Manager to the Group General Counsel. Stephanie joins us from a background in various law firms. She brings with her more than 15 years’ experience gained working across an extensive range of legal and financial institutions, including Linklaters and Clifford Chance, in markets including the UK, Continental Europe and Asia Pacific. Stephanie has extensive expertise in business development, strategy formulation and execution and client-focused relationship management all of which provides a perfect skill set for taking on this crucially important role in Barclays Legal. 

External Engagement: A new team for legal
In this newly created role, Stephanie leads a team responsible for defining and executing the legal function commercial management strategy, thus optimising our considerable external legal spend. They are aiming to ensure Barclays sends the right work, to the right firm at the right price. The team works to:

  • Articulate our commercial strategy, including identifying and delivering cost efficiencies and savings which balance against our quality and effectiveness needs
  • Proactively manage our law firm relationships (and other legal suppliers) and work to identify areas of growth, development and change for our mutual benefit
  • Ensure that our key commercial processes and controls are identified, established and embedded across the function, supported by automation where appropriate.
  • Define clear metrics and measures for demonstrating commercial effectiveness and provide meaningful reporting to demonstrate performance and progress against defined strategic goals.
  • Define Legal’s requirements and approach around our law firms Panel
  • Operate as a single team to provide all related activities such as the LTS, relationship management capabilities and provide clear recommendations on improvements to technology, resources and process.


Susan Raridon Lambreth is a founding Principal at LawVision Group and is nationally recognized as one of the top leadership, practice group and project management consultants for the legal industry.

Susan is also the Chair and Founder of the LPM Institute, a leading resource for educating law firms and law departments on implementing project management in their organizations.

Susan speaks frequently on practice management, LPM, strategy ad trends affecting law firms and law departments. She has authored six books and written numerous articles on these topics. In addition, she has trained over 4,000 legal professionals in LPM skills.

Prior to co-founding LawVision, she was with Hildebrandt International or its successor firm, Hildebrandt Baker Robbins for 20 years, where, in addition to her consulting work, she chaired many of their conferences and led several of the most successful roundtables for law firm professionals. Before this, Susan spent almost seven years with Altman & Weil. She received her Juris Doctor degree from the University of Pennsylvania School of Law, an M.B.A. from Villanova University, and her undergraduate degree from the University of North Carolina.


Suzanne Wood is the National Director, Legal Project Management (LPM) for Norton Rose Fulbright Canada. She leads a team of legal project managers who regularly participate in client-facing engagements to provide a consistent and value-driven LPM approach across all disciplines and offices. 

Suzanne is a certified Project Management Professional who, prior to entering into this role, practiced commercial litigation at Norton Rose Fulbright for many years focusing on complex class action and international disputes. She now focuses exclusively on the application of formal project management techniques to promote efficiency and 
predictability in legal services. 

Suzanne leads the firm's LPM initiative, including: 

  • Training lawyers on LPM tools, tactics and approaches on matters;
  • Working with clients to identify opportunities to streamline and improve processes internally and externally;
  • Monitoring client portfolios and matters to ensure the delivery of consistent and predictable legal services; and
  • Assisting lawyers and clients in implementing new and innovative ways of working.

Suzanne is a member of the American Bar Association’s Legal Project Management Interest Group, Practical Law Canada’s Commercial Litigation Advisory Board and True Value Partnering Institute Council of Advisors. Suzanne is a frequent speaker on LPM topics and is a member of the LawVision Legal Project Management Roundtable and the International Legal Technology Association.


?Lynne is a member of the Hunton & Williams’ Pricing Team, which is resident in the firm’s Finance Department. Her work focuses on developing and implementing a legal project management program across the firm as well as serving as a legal project manager on select client matters. Prior to transitioning into a dedicated LPM role, Lynne managed the firm’s lawyer professional development program and developed training programs for summer associate through partner levels, including programs focused on LPM.

Lynne received a Bachelor of Science degree in Biology from Duquesne University in Pittsburgh, PA and conducted clinical research before entering law school. She received her Juris Doctor degree from Villanova University School of Law in Villanova, PA. Following law school, Lynne practiced as an Intellectual Property litigation associate in Silicon Valley.   

Lynne currently is co-leading the True Value Partnering Institute’s LPM cohort and an active member of the LawVision LPM Roundtable.


Kevin has twenty-one years of experience in the legal industry in various financial roles. As Director of Legal Project Management & Strategic Pricing at Husch Blackwell, he consults directly with the firm’s partners and its clients to identify business objectives, value perspective, process inefficiencies and assist with solution development and implementation. He regularly leads the development, proposal and execution of appropriate fee arrangements that meet clients’ budget demands. Kevin was also a contributor to the 2017 CLOC Legal Project Management Initiative.

Professional Associations & Memberships

  • Project Management Institute, 2016
  • True Value Partnering Institute, 2014
  • Kansas City Association of Legal Administrators, 2010-2014

Presentations/Panelist
  • College of Law Practice Management 2016 Futures Conference – What Will Law Look Like in 2026? - Panelist
  • Texas General Counsel Forum - April 2017 – Legal Project Management Panelist

Civic Involvement
  • Cleaver for Congress Campaign, Assistant Treasurer, 2004-2012

Education
  • M.B.A., Management, Rockhurst University, 1998
  • B.B.A., Finance, Eastern Michigan University, 1992

Certifications
  • Certified Project Management Professional, 2016
  • Legal Lean Sigma - White Belt, 2014


Kim has served as Shearman & Sterling’s Executive Director since 2002. She joined the firm in 1998, initially as the firm’s first Chief Financial Officer. As a member of the Executive Group, Kim is involved in strategic planning, leadership development, practice management, performance management, driving innovation and global business services team leadership. 

Prior to joining Shearman & Sterling, Kim held various management positions in consulting and financial services, all based in New York City. She received her MBA from New York University and a bachelor’s degree from Michigan State University.

Kim resides in Connecticut with her husband and has a daughter in college.