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Project Management for Lawyers 2020


Speaker(s): Bethany Knoblauch, Brett P. Morgan, Carla Landry, Jared L. Applegate, Leslie F. Brown, Lisa A. Genske, Michael C. Dunn, Michelle Sadowsky, Mimi Eingorn, Natasha M. Edlow, Ranjit Oliver, Shea Twomey-Meuse, Sheila Kennedy, Susan Raridon Lambreth
Recorded on: Feb. 12, 2020
PLI Program #: 275923

Natasha Edlow is the Director of Pricing Analytics and Project Management at Covington & Burling LLP, where she champions pricing and profitability best practices in the Corporate, Litigation and Regulatory practice areas. Her expertise includes strategic pricing, legal project management, complex data analytics, financial modeling, expense management and business development.

Natasha has demonstrated success in the legal and financial services, management consulting and pharmaceutical industries. Prior to joining Covington, she served as the Senior Legal Project Manager for Littler Mendelson’s CaseSmart initiative and as Director of Finance for Pharmaceutical Research of Manufacturers of America. Natasha began her career in General Electric’s prestigious Financial Management Program and as a Senior Financial Analyst with Merrill Lynch.

Natasha received her MBA from American Public University and received her Bachelor’s degree in Business Administration in Finance from the University of Memphis.

 


Shea Twomey-Meuse is the Director of Matter Management Services at WilmerHale, an international law firm of 1,000 attorneys with 12 offices in the United States, Europe and Asia.  In this role, Ms. Twomey-Meuse guides the development and continuous improvement of firmwide innovative legal project management services, including a team of 30 certified legal project managers.  Focused on delivering rapid business value to both attorneys and clients, Ms. Twomey-Meuse has facilitated changes that work within law firm culture and contributed to client satisfaction and improved economics.

Ms. Twomey-Meuse has been with WilmerHale over 28 years and previously held the position of Transactional Department Practice Manager.  In this role, she was responsible for facilitating and supporting the strategic goals of the Department, in addition to managing their business operations and annual budget.  Additionally, Ms. Twomey-Meuse was the day-to-day Practice Manager for the Real Estate, Bankruptcy, Environmental and Labor & Employment practice groups for many years.  In that role, she managed across offices to accomplish functional responsibilities including workload and staffing management of attorneys and paralegals, strategic planning activities, performance management, professional training, financial reporting, budget management, as well as other day to day administrative functions for these groups.  She also played a leadership role in driving the creation of a firmwide forecasting and reporting application for timekeepers.

Within the legal community, Ms. Twomey-Meuse contributes actively at conferences and network events.  She has presented at P3, LawVision and TVPi and is an LPM Institute Advisory Board Member.  She is also an Accredited Legal Project Management Professional (ALPMP), passed HBX CORE and completed HBX Disruptive Strategy with distinction.


As Chief Legal Operations Officer for the firm, Jared Applegate believes in and continuously works to provide market insight, competitive intelligence and innovative thinking to attorneys and clients on pricing strategies and related matter management solutions – which ultimately enhances the value of work we offer our clients and strengthens the relationships we have with them as well.

Jared is responsible for managing the law firm’s portfolio of alternative fees, creating innovative and practical pricing solutions and improving firm economics.

Jared’s role includes guiding, advising and educating attorneys and clients on the pricing of the firm’s legal services. He also develops and supports training programs on legal project management and matter management, creates templates to assess profitability and other related tools.

Jared serves as co-creator of the firm’s BT ValueWorks program – a suite of pricing, process and technology solutions – that bring greater value, efficiency and predictability to the delivery of legal services. BT ValueWorks has been featured in Forbes, The American Lawyer, Law.com, Corporate Counsel Business Journal and various other industry publications.

Jared has spoken internationally on the topics of legal pricing and innovation. He has been a featured speaker and panelist for numerous entities and conferences including, Corporate Legal Operations Consortium (CLOC), Associate of Corporate Counsel (ACC), Thomson Reuters Legal Executive Institute, Legal Marketing Association’s (LMA’s) P3 Conference, and Briefings 5P Conference in London.

Prior to joining Barnes & Thornburg, Jared held various officer positions in the financial services sector.

Jared is a certified trainer in legal project management by LawVision and an ALPP (Accredited Legal Pricing Professional) with True Value Partnering Institute.

Professional and Community Involvement

  • Member, True Value Partnering Institute
  • Board member, Legal Marketing Association’s P3 Conference
  • Executive Board Member, Joseph Maley Foundation

Education

  • Franklin College, B.A.


As Senior Director, Legal Operations at Medtronic, Sheila works on a variety of strategic operations activities to develop and execute on the department’s short and long term operations plans including: implementing innovative, efficient process solutions within the legal department; leading the preferred provider and vendor management programs; leading the legal program office efforts to identify, prioritize, troubleshoot and implement programs, projects and initiatives that improve the efficiency and quality of services and operations; creating key metrics and reports and driving other cost control and value based initiatives.

Prior to Medtronic, Sheila worked at law firms, Dorsey & Whitney and Stinson Leonard Street, developing people, process improvements and client technology service solutions.


Bethany Knoblauch began her career as a practicing attorney in Washington, D.C. focused on e-discovery issues on large government and internal investigations.  After practicing for 9 years she pivoted into a role focused on pricing and legal project management.  Today she is in charge of the day to day operations of the pricing and LPM team at K&L Gates.  Her team supports nearly 1800 lawyers across the firm’s global platform.  Working closely with other allied professionals across the firm, Bethany is also part of the firm’s Innovation Committee. 


Brett Morgan is a Practice Manager supporting the Product Liability and Environmental and Toxic Tort practice groups at Shook, Hardy & Bacon. He is based in the firm’s Kansas City headquarters. Brett’s role includes the direction and coordination of practice management, process improvement, business development, and creative and profitable fee arrangements.

Brett has a B.S. in Business Administration, M.B.A. and J.D., all from the University of Missouri-Columbia. Brett has passed the CFA Level I exam and is a candidate for the Level II exam in June 2020. He is a licensed attorney in Missouri and Arizona.


Carla Landry has worked in the legal industry, both in-house and as a consultant, for more than 25 years. She currently serves as a Senior Consultant with LawVision, where she coaches legal teams on implementing legal project management and legal process improvement techniques into their matters.

Carla, together with her colleague and a team of certified Project Management Professionals (PMPs), created the first project management certification program designed for legal professionals, and launched the first online e-learning course in legal project management. She is a certified Yellow Belt in Lean Sigma/Process Improvement for Law Firms and works with firms to identify cost saving opportunities through streamlining the delivery of legal services and improving existing processes.

Carla developed two online e-learning 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.”  Law firms turn to her to develop e-learning programs to launch on their own systems.

Prior to joining LawVision, Carla was an adjunct faculty member at George Washington University, teaching Economics and Profitability Law Firms as part of a master’s program in law firm management. She is also a former Senior Director in the Law Firm Strategy and Structure Practice of Hildebrandt Baker Robbins, where she advised law firms on a variety of financial, strategic, and operational issues. 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.


Leslie F. Brown is the Director of Legal Process Innovation for Greenberg Traurig, LLP. Admitted to practice in California and the District of Columbia, she is an experienced Knowledge Management and Legal Project Management professional with a former practice in patent and complex litigation, and technology transactions.

For more than 10 years, Ms. Brown has been responsible for implementing practice-oriented and client-focused initiatives that emphasize collaboration, professional skills development, efficient legal management, and innovative delivery of legal services.

Prior to practicing law, Ms. Brown was a software consultant and systems engineer providing computer systems implementation and training services to clients across the US and around the world. Ms. Brown was a course developer and 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. She is a former member of the Advisory Board of UC Hastings’ LexLab; is on the True Value Partnering Institute (TVPi) Council of Advisors where she serves as the LPM Cohort Co-Leader; and is the Chair of the New York Large Law Firm Knowledge Management Group. Ms. Brown is a Certified and Accredited Legal Project Manager.

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.


Lisa Genske’s role as a Legal Project Management Specialist for Robins Kaplan LLP is to provide efficient, effective, and strategic matter management for clients.

In her role, Lisa provides value by managing the life cycle of a matter with a focus on client service. Her efforts include planning, executing, and monitoring of matter plans and budgets.  She also partners collaboratively with clients and attorneys to achieve shared goals of value, insight, and predictability.

Lisa is a former finance manager by background and has worked in legal finance for 15 years.  Lisa leverages her diverse legal financial experience as she partners with attorneys and clients to drive enhanced support, transparency and communication on legal matters.  In addition, Lisa has a client service mindset and strives to resolve issues of any size in an efficient and effective manner.


Michael C. Dunn was one of the initial operational improvement trailblazers in the legal community.  For the past 20 years, Mike has been designing and enhancing operational processes, assembling legal support teams, and developing and implementing technology for the legal ecosystem. Mike began his career at a major global law firm building and managing litigation support departments, transitioned to running a west coast legal technology company, and finally lead a business unit at a global alternative legal services provider, where he engaged with large corporate law departments to lead collaborative consulting, technology, implementation, and process refinement teams. 

Mike currently leads the Matter Management Program for the Corporate Legal Operations team at Medtronic. Mike focuses on the end-to-end matter management lifecycle from assessing and designing enhancements to leading internal and external teams through change management and development efforts.  Mike’s collaborative, creative approach to matter management has allowed cross-functional teams including IT and Procurement to collaborate with in-house and outside counsel to assess, pilot, refine, adopt and enhance matter management standard processes that have lead to decreased risk, increased efficiency, and ensures prioritization and alignment of all process improvement activities. 


Michelle Sadowsky is the Practice Group Manager for the US Litigation practice, responsible for operations for one of the firm’s largest groups. Michelle also supports the nationwide and global practice group leaders in strategic initiatives. Prior to this role, Michelle was an integral part of DLA Piper’s Legal Project Management team, where she was responsible for managing global client programs and collaborating with the legal operations teams of many of the firm’s biggest clients. 

Prior to joining the operations arm of the firm, Michelle was Of Counsel, practicing in DLA Piper’s product liability group. She is experienced in the management of large-scale litigation, specifically the management and coordination of product liability litigation matters. In particular, she managed the multimillion-dollar budget for one of the largest pharmaceutical companies in the world, served as liaison counsel for local counsel across the country, coordinated the settlement of thousands of personal injury cases and negotiated individual settlements. Michelle also has significant experience in e-discovery issues. She coordinated and supervised various aspects of document review and production on behalf of a major pharmaceutical company defending against nationwide product liability cases. She also worked on the coordination and implementation of e-discovery and document production protocols in DOJ and State Attorneys General investigations for the largest manufacturer and distributor of packaged ice products in the US.


Mimi Eingorn leads the Legal Project Management (LPM) function at Ropes & Gray LLP, a global law firm with 11 offices worldwide.  Together with her team, she supports lawyers in all practice areas across the firm’s global network, ensuring that they have the LPM expertise, tools and resources they need to optimize legal service offerings to clients.  Mimi’s particular areas of focus include partnering with clients’ legal operations staff, facilitating efficient execution of legal matters, supporting key client relationships, sharing best practices and managing alternative fee arrangements.  Prior to launching Ropes & Gray’s LPM team in 2012, Mimi was part of a task force that made recommendations to firm leadership on the roadmap for rolling out legal project management at Ropes & Gray.  Over the past seven years, she has grown the team to 18 professionals with a wide range of legal and business backgrounds who provide specialized support for each of the firm’s practice areas.  In developing and designing Ropes and Gray’s innovative approach to legal project management, Mimi draws on her diverse background in paralegal management and finance.  She earned her MBA from Fordham’s Gabelli School of Business and holds a bachelor’s degree from Middlebury College.


Ranjit Oliver founded and leads Allen & Overy’s legal Project Management Office (PMO). The PMO comprises dedicated legal project managers handling A&O’s largest and most complex matters.

Before setting up the PMO, Ranjit worked for ten years in the IT industry, with roles based in London and New York. This included leading A&O’s global IT Operations and managing over 100 staff across 4 locations. She has also acted as Executive Advisor to A&O’s Global Managing Partner.


Susan Lambreth is a founding Principal at LawVision and is nationally recognized as one of the top leadership, practice group and project management consultants for law firms. For over 25 years, she has helped law firms of all sizes improve their profitability and enhance their lawyers’ leadership and management skills.

Susan is 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. She has given hundreds of speeches on practice management, LPM, strategy and trends affecting law firms or law departments.

Prior to co-founding LawVision, she was with Hildebrandt International for almost 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. Prior to that, Susan spent almost seven years with Altman & Weil. She is also the author or co-author of six leading books on practice group management and legal project management.