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The 24th Annual Law Firm COO & CFO Forum

Examining the Art of Innovation on a Shifting Legal Canvas

Oct 22 - 23, 2025

The 24th Annual Law Firm COO & CFO Forum continues to be the premier event for Chief Financial Officers and Chief Operating Officers of large and mid-size law firms. This exclusive gathering offers a unique opportunity for senior executives to explore cutting-edge trends in law firm management, with a specific focus on financial and operational functions. Each year, participants engage in high-level discussions with peers, share best practices, and learn from industry leaders about adapting to changing client demands and market pressures.

Whether the goal is to refine financial strategies, streamline operations, or stay ahead of industry disruptions, this forum provides the knowledge and networking opportunities essential for driving a law firm’s success in an increasingly complex business environment. Stay connected by following #TRIC225 for the latest news and updates leading up to and during our premier event.

Event Details

Washington, DC

$2,495 (law firm only)

For questions about this event, please call 1-800-308-1700, ext. 1 or email us at TRIsales@thomsonreuters.com

Why You Should Attend

  • The Law Firm COO & CFO Forum is the premier gathering of eponymous title holders and their executive brethren across the Am Law 200.
  • Our forum addresses key developments and trends impacting the business of law.
  • Our content offers robust, substantive, and unequaled insights into the state of the North American legal market.
  • Conference attendees are able to network and engage with colleagues through (in)formal dialogue and debate.
  • As a takeaway, attendees can expect practical advice for improving one's productivity and anticipating firm needs in 2026 and beyond.

Who Should Attend

  • Law Firm Chief Operating Officers
  • Law Firm Chief Financial Officers
  • Law Firm Chief Administrative Officers
  • Law Firm Executive Directors
  • Law Firm Directors of Finance
  • Law Firm Directors of Operations

Faculty

Yusuf Zakir
Chief Talent & Inclusion Officer, Davis Wright Tremaine LLP
Joe Woods
Chief Financial Officer, Holland & Hart LLP
William Washington III
Chief Financial Officer, Baker McKenzie
Ariela Tannenbaum
Chief Financial Officer, Wilson Sonsini Goodrich & Rosati
Greg Saulinskas
Chief Financial Officer, Troutman Pepper Locke LLP
Dr. Christina Romer
Garff B. Wilson Professor Emerita of Economics; Professor of the Graduate School, University of California, Berkeley
Tanvir Rahman
Chief Operating Officer, McDermott Will & Emery LLP
Alexis Pomierski
Executive Director, John Alexander Consulting LLC
Rob Mattern
President and Founder, Mattern LLC
Mark Masson
Managing Partner, Head of Professional Firm Advisory, Lotis Blue
Jeff Mason
White House Correspondent, Reuters
Charles Marshall
Chief Operating Officer, Burr & Forman LLP
Jim Metzger
Global Chief Financial Officer, Reed Smith LLP
Esther Lim
Partner & Chief Diversity and Inclusion Officer, Finnegan, Henderson, Farabow, Garrett & Dunner, LLP
Nikki Lewis Simon
Chief Engagement, Culture, and Opportunity Officer, Greenberg Traurig LLP
Angela Quinn
Chief Operating Officer, Husch Blackwell LLP
Jennifer Johnson
CEO and Founder, Calibrate
Becky Halat
Senior Manager, Client Services, 成人VR视频 Institute
Jon Glazer
Global Chief Operating Officer, Dentons LLP
Daniel Garrie
Co-Founder, Law & Forensics LLC
Christopher Fulton
Chief Operating Officer, Pryor Cashman LLP
Dwight Floyd
Chief Operating Officer, Eversheds Sutherland US LLP
Charlotte Croker
Principal, Caldwell Partners
Karen Campbell
Chief Information Officer, Foley Hoag LLP
Jason Bovis
Chief Strategy Officer, Pillsbury Winthrop Shaw Pittman LLP
Merrick Benn
Chair and CEO, Womble Bond Dickinson (US) LLP

More Information

Agenda

Venue

Sponsors

Downloads

Event agenda

(all times local)

Wednesday October 22, 2025

TimeTopic
12:00pm - 1:00pm Networking Luncheon
1:00pm - 1:15pm Welcome and Opening Remarks

Mike Abbott, Head of 成人VR视频 Institute, 成人VR视频

1:15pm - 2:30pm Glimmer and Grit: The State of the Legal Market

Amid the backdrop of economic volatility and political uncertainty that has characterized 2025, law firms have been forced to adapt swiftly and frequently. As clients, who are also balancing business in the shifting market, face a multifaced array of challenges, they have urged firms to deliver added value. In turn, firms are balancing the uncertainty of today with a reviewed focus on the future鈥攅yeing new investments of efficiency and technical infrastructure. Looking forward to 2026, growth seems to hinge on remaining flexible to continued change, but how far and broad might change continue to be? Join us in our yearly session exploring the evolving landscape of the legal market, and the future of legal services.

2:30pm - 2:45pm Break
2:45pm - 3:45pm Broad Strokes and Fine Lines: Business Strategy within a Capricious Climate

In a world of instant gratification and exponential growth, firms find themselves faced with the expectation to respond to changing landscapes and regulations at a rapid pace. Given the increase in executive orders and tariffs in 2025, both clients and firms will be forced to comply and adapt in numerous ways, many of which they may not have previously been prepared for. In terms of business strategy, how can firms position themselves with a balance of malleability and structure in order to shift and respond sharply? As the developing trade wars increase costs of vital technological hardware, how important is it that firms revisit their strategies to consider elevated costs and potential supply shortages? Organizationally, how can teams speed up their decisiveness and communication efforts without acting in a slapdash manner? Join us as we discuss business strategy within today鈥檚 changing geopolitical landscape.

3:45pm - 4:00pm Break
4:00pm - 5:00pm Breakout Sessions (Breakout)

Please join us for three concurrent sessions exploring important issues in law firm management, where we will welcome Forum participants to share practical ideas with their industry peers.

Portraits of Prominence: Reimagining Diverse, Equitable, and Inclusive Law Firm Culture (Breakout)

It鈥檚 no secret that a healthy, well-established firm culture paves the road to success for both lawyers and clients. Individuals want their daily interactions borne from a sphere of productivity and positivity. As the definition of diversity, equity, and inclusion evolves, how can firms return to the root of this principle? In the past few decades, where has firm culture succeeded, and how should firms branch off that success in their forward motion? In terms of both internal talent and external client satisfaction, how can the legal industry respond while remaining faithful to their beliefs? Join us as we discuss the foundations and future of inclusion in the legal profession.

 

Panelists:

Nikki Lewis Simon, Chief Engagement, Culture, and Opportunity Officer, Greenberg Traurig LLP

Esther Lim, Partner & Chief Diversity and Inclusion Officer, Finnegan, Henderson, Farabow, Garrett & Dunner LLP

Yusuf Zakir, Chief Talent & Inclusion Officer, Davis Wright Tremaine LLP

Framing the Narrative: The Evolution of Cybercrimes and Security in the Age of AI (Breakout)

At the crossroads of a changing political landscape and the accelerated adoption of Generative AI, law firms find themselves facing a new wave of cybercrimes. As nefarious political actors increasingly exploit vulnerabilities in digital systems, the legal sector must prioritize the strengthening of its cybersecurity measures to safeguard sensitive information and maintain client trust. This session will delve into the evolving threats posed by sophisticated AI-generated deepfakes, which can manipulate public perception and destabilize operations. We will explore strategies for law firms to enhance their cybersecurity infrastructure, including adopting advanced threat detection technologies, implementing robust data encryption protocols, and fostering a culture of cybersecurity awareness among staff. Attendees will gain insights into the importance of staying ahead of emerging threats, collaborating with cybersecurity experts, and ensuring compliance with industry regulations in the age of AI.

 

Moderator:

Daniel Garrie, Founder and Managing Partner, Law & Forensics

Shape Shifting: Angling Financial Strategy Amidst an Elevated M&A Landscape (Breakout)

As the legal industry faces increasing consolidation and competitive pressure, the role of the Chief Financial Officer is rapidly evolving from traditional financial stewardship to strategic partnership. A modern law firm CFO is expected to network extensively and enable growth potential by leveraging data, insights, and financial foresight to guide firm leadership through mergers, acquisitions, and long-term strategic planning. This discussion explores how forward-thinking firms are redefining the CFO role to drive profitability, operational efficiency, and sustainable expansion potential, leaving behind the 鈥済reen eyeshade鈥 model in favor of value-focused leadership.

 

Panelists:

Merrick Benn, Chair and CEO, Womble Bond Dickinson (US) LLP

Charlotte Croker, Principal, Caldwell Partners

Greg Saulinskas, Chief Financial Officer, Troutman Pepper Locke LLP

5:00pm - 6:00pm Wednesday Night Grand Reception

Please join us for cocktails and canap茅s as we wrap up the day鈥檚 proceedings.

Thursday October 23, 2025

TimeTopic
8:15am - 9:15am Breakfast
9:15am - 9:30am Opening Remarks

Jen Sander, Director, Enterprise Marketing & Events, 成人VR视频 Institute

9:30am - 10:45am In Vivid Color: Market Insights as a Driver of Client-Oriented Strategy

In order to hone in on their own business strategies, firms need to intricately understand the ever-changing hues of the market that surrounds them. Operations executives must pose broad-market questions such as: 鈥淲hat did clients want last year? What will they want next year?鈥 before they ask themselves 鈥淲here have we delivered to clients and how should we improve?鈥 It鈥檚 often difficult to translate a complete comprehension of market data to internal practices. In other words, it鈥檚 important to know that clients are dissatisfied with innovation or consistency, but it鈥檚 valuable to understand how that relates directly to the strategies in play. Join us as we discuss the importance of breaking through market data and distilling metrics into amelioration.

 

Moderator:

Becky Halat, Senior Manager, Client Services, 成人VR视频 Institute

 

Panelists:

Angela Quinn, Chief Operating Officer, Husch Blackwell LLP

10:45am - 11:00am Break
11:00am - 12:00pm Value Contrast: A Fireside Keynote Presentation on the Economy

Both domestic and international economists are carefully tracking how current U.S. policy decisions are moving markets, creating tension between opportunity and caution as planned interventions meet natural economic forces. Pressing questions about our economic future demand attention: How will the evolving interdependencies between global economies reshape cross-border commercial relationships? Which economic indicators are signaling challenges for various sectors, including the legal market? In this climate of persistent uncertainty, what strategic adaptations should firms and businesses alike consider to maintain resilience while positioning for future growth? Join us for this year’s keynote presentation which will provide a thorough examination of current economic challenges and opportunities as well as prevailing market conditions and their far-reaching implications for the global economy.

 

Moderator:

Jeff Mason, White House Correspondent, Reuters

 

Presenter:

Dr. Christina Romer, Class of 1957-Garff B. Wilson Professor Emerita of Economics; Professor of the Graduate School; Chancellor’s Professor Emerita, University of California, Berkeley

12:00pm - 1:00pm Networking Luncheon
1:00pm - 2:00pm Breakout Sessions (Breakout)

In these three concurrent breakouts, our faculty will explore critical issues within the legal industry. Forum participants will have the opportunity to share their thoughts with leading firms and industry peers.

Mixed Media: Pricing and Fee Structures within the Technological Age (Breakout)

Technology, in its most basic form, seeks to improve accuracy and efficiency. As technological implementation further embeds into the typical business model, firms will find themselves able to complete deliverables for clients at an expedited pace. All that glitters is billable; however, saved time, within the billable hour fee arrangement, equates to lost revenue. How can firms explore other value-based pricing options in an age where almost everything passes through technology? Additionally, how can firms demonstrate to clients that their use of technology advances both the quality and timeliness of deliverables, while also offering more predictable pricing upfront? Join us as we dive into alternative fee arrangements with experts who have already begun to implement such models in their firms.

 

Panelists:

Dwight Floyd, Chief Operating Officer, Eversheds Sutherland US LLP

Jim Metzger, Global Chief Financial Officer, Reed Smith LLP

Ariela Tannenbaum, Chief Financial Officer, Wilson Sonsini Goodrich & Rosati

Balanced Brushstrokes: Leadership, Wellness & Sustainable Growth for Firm Culture (Breakout)

The most effective law firm leaders understand that talent retention, firm culture, and long-term success are all linked. As expectations shift, leaders must develop inclusive strategies that engage employees across generations, foster well-being, and build high-functioning teams. Yet, in a fast-paced environment, leadership development and wellness often take a back seat. This discussion will focus on practical strategies for balancing leadership effectiveness with resilience鈥攈ow relationship-building and wellness practices can strengthen firm culture and thus improve collaborative efficiency. As a result, strong internal leadership translates to better client engagement and firm reputation, ensuring sustained success in a competitive market. Join us as we tackle leadership and wellness as a strategic pathway to sustainable growth.

 

Moderator:

Mark Masson, Managing Partner, Head of Professional Firm Advisory, Lotis Blue

 

Panelists:

William Washington III, Chief Financial Officer, Baker McKenzie

Invisible Ink: Reputational and Operational Risk Assessment (Breakout)

In today’s polarized political climate, several law firms have found themselves in the crosshairs of presidential criticism, a scenario that can present unique challenges and demands careful navigation. Though this scenario may seem unique to our time, throughout history, there have been notable instances where law firms have come under the scrutiny of prominent public officials, often due to their involvement in politically sensitive or high-profile cases. Yet as the number of those being critiqued grows, one might wonder if the current criticisms of a few will soon be a weight on the many? How should law firm leadership prepare for challenges to both operations and reputation arising from scrutiny in the public platform?

2:00pm - 2:15pm Break
2:15pm - 3:30pm Breakout Sessions (Breakout)

Please join us for three concurrent sessions exploring important issues in law firm management, where we will welcome Forum participants to share practical ideas with their industry peers.听

Adjusting the Aperture: Client Centric Strategy for Mid-Sized Firms (Breakout)

In what might be an intriguing coincidence, 成人VR视频 data depicts a parallel between the rise in 2024 law firm spend and a perceived rise in innovation by clients. A similar finding noted that, on average, clients will spend about 35% on more innovative firms given that efficiency is a top priority. What does it mean to be an innovator as a mid-size firm? Propelled by cutting-edge technological advancements, firms of all sizes have an incredible opportunity to outpace competitors by transforming their service delivery and client interactions through technology-driven value creation. However, to harness the full potential of these technologies, mid-sized firms need to properly assess and augment their greatest strengths in comparison to the market overall. Join us in a session on strategy for mid-sized firms with the ultimate goal of increased client satisfaction in mind.

 

Panelists:

Christopher Fulton, Chief Operating Officer, Pryor Cashman LLP

Charles Marshall, Chief Operating Officer, Burr & Forman LLP

Joe Woods, Chief Financial Officer, Holland & Hart LLP

Drawn to Scale: Evaluating the Intangible ROI of Tech Investments (Breakout)

Investing in new technology, year after year, is often a top priority for forward-looking firms. However, with a seemingly infinite number of technological services and software available, how can firms be sure that they are utilizing the most effective platforms for their business strategy? As cloud computing continues to revolutionize operations with scalability and efficiency, firms must determine which solutions align best with their goals. Moreover, how can firms be sure that they are reaping the benefits of their assets, and how can leaders know when it is time to retire dated tech services? Where the benefits of technology are often intangible and difficult to measure, how can firms both gather and quantify the returns? Join us as we discuss ROI for emerging tech investments in an ever-changing digital landscape.听听

 

Moderator:

Alexis Pomierski, Executive Director, John Alexander Consulting LLC

Topic TBD (Breakout)

More information coming soon.

3:30pm - 3:45pm Break
3:45pm - 5:00pm Roundtable Sessions (Breakout)

Please join us for two simultaneous roundtables intended to foster robust conversation among attendees.

From Quill to Code: Artificial Intelligence for Operational Efficiency and Management (Breakout)

Generative AI has easily made a name for itself as a powerful, all-encompassing tool that promises to improve businesses across the board; but many 诲辞苍鈥檛 yet have a good grasp on use case opportunities.听 In looking for even greater efficiency, where should firm leadership begin? How can leadership encourage the use of AI to accomplish tasks like tracking and sorting time entry, organizing email, or catching up on a knowledge management front? Instead of leveraging AI for complex tasks, how can firms employ AI for operational tasks and project management? Join us as we ideate strategies to utilize AI as a tool for logistic firm management.听

 

Moderator:

Rob Mattern, President, Mattern & Associates

 

Panelists:

Karen Campbell, Chief Information Officer, Foley Hoag LLP

Form and Function: The Corporatization of the C-Suite (Breakout)

Executive and managerial talent are a large differentiator when it comes to firm reputation and culture. As such, the C-suite has seen a large expansion in recent years, including newer roles like Chief AI Officer or Chief Strategy Officer amongst many others. How can firms drive value in their pivot to a more corporate C-suite structure, inclusive of many specific roles? Additionally, when laterally hiring both executive and managerial roles, many firms lack concrete methods for assessment of candidates, typically prioritizing prestige, pedigree, and personal connections. Given the expansive nature of the C-suite and the executive team, how can firms refine their hiring strategy using quantitative techniques, ensuring organization and efficacy at the same time? Join us as we dive into growth within the C-suite.

 

Moderator:

Jennifer Johnson, CEO, Founder, Calibrate听

Panelists:

Jason Bovis, Chief Strategy Officer, Pillsbury Winthrop Shaw Pittman LLP
Jonathan Glazer, Global Chief Operating Officer, Dentons LLP

Tanvir Rahman, Chief Operating Officer, McDermott Will & Emery LLP

5:00pm - 6:00pm Thursday Night Reception

Please join us for cocktails and canap茅s as we wrap up the day鈥檚 proceedings.

Conrad Washington, DC

950 New York Ave NW
Washington, DC 20001
(202) 844-5900

The conference programming will take place at Conrad Washington, DC. Detailed instructions for booking your hotel accommodations will be included in your registration confirmation email. See more on the Conrad website below.

Sponsors