NEW YORK | 06 / 24 | 2025
Bridging strategic finance, pricing innovation, and data-driven intelligence in the modern law firm
WHAT IS Law Firm Financial Management & Innovation
As AI, automation, and data analytics reshape pricing strategy and financial management, firms must rethink their approach to profitability, value creation, and client expectations. With mounting economic pressures, client pushback on rate hikes, and the increasing demand for pricing transparency, law firms must move beyond traditional financial models to remain competitive.
Law Firm Financial Management & Innovation will bring together law firm finance leaders, pricing strategists, and operational executives to explore how firms can navigate market shifts, leverage financial intelligence, and drive sustainable growth. Discussions will explore how law firms can decouple time from value, implement smarter financial strategies, and integrate real-time financial data to enhance decision-making.
This peer-driven event will feature strategic discussions, real-world case studies, and insights from top legal finance professionals—designed for COOs, CFOs, Pricing leaders, Innovation Officers and financial strategists who are shaping the future of law firm economics. Attendees will explore emerging financial blind spots, AI-driven pricing models, and the critical role of educating lawyers on business strategy and law firm economics.
Join us on June 24th at the New York offices of Norton Rose Fulbright as we explore the next era of law firm financial management, pricing innovation, and data-driven decision-making.
WHAT TO EXPECT
Gain a real-time understanding of where legal pricing stands in 2025—from rate sustainability and client resistance to how AI is reshaping pricing models and expectations.
Discover data-driven strategies to build internal credibility around pricing decisions and become a trusted advisor to firm leadership and partners.
Learn how law firms are rethinking timekeeping—using it not just for billing, but to drive pricing intelligence, improve staffing, and support the shift toward fixed fees.
Understand why cost awareness at the practice group level is essential for evaluating technology investments, optimizing profitability, and aligning firm strategy.
Get practical strategies for educating lawyers on matter economics, operational efficiency, and the financial impact of their decisions.
See how leading firms are building intelligent finance systems that empower faster, more informed decisions—by unifying financial, client, and matter data.
Join a candid conversation with corporate legal leaders on the future of legal spend—what clients will pay for, how AI is impacting value expectations, and what makes firms stand out.
Learn how to navigate today’s evolving finance challenges and drive meaningful innovation within your firm.
SPEAKING FACULTY
Principal (Strategic Pricing, Profitability and Data Science)
LawVision
Spend Innovation Lead, Policy & Legal Ops+
The Office of the Chief Policy Officer
Ford Motor Company
Director Strategic Pricing and Legal Project Management
Morrison Foerster
Director of Pricing
Ropes & Gray LLP
Director, Strategic Pricing and Legal Project Management
Norton Rose Fulbright US LLP
Chief Client Value and Innovation Officer
Norton Rose Fulbright US LLP
Senior Director of Legal Operations
Husch Blackwell LLP
Senior Managing Director / AI Innovation Lead
DLA Piper US
Chief Innovation and Value Officer
Crowell & Moring LLP
Director of Practice Innovation
Cleary Gottlieb Steen & Hamilton LLP
Co-founder & CEO
PointOne
Sr. Manager, Learning + Professional Development
Goodwin
Managing Director, Strategic Pricing and Legal Project Management
Goodwin
Founder & CEO
Entegrata
CEO
Infodash
Global Founder
LEX360
Do you have an interesting story to present? A case study to share? Or would like to be a part of one of the panels?
If you are interested in collaborating with us on this program or one of our upcoming Inside Practice programs, let us know, complete our 2025 Invitation to Collaborate
8:00AM – 9:00 AM EST
Registration / Breakfast
9:00AM – 9:15AM EST
Chairperson's Opening Remarks
CHAIRPERSON
Mark Medice
Principal
LawVision
9:15AM – 10:00AM EST / KEYNOTE
The Future is Now:
Rethinking Law Firm-Client Partnerships in an AI-Driven Market
The legal industry is at an inflection point. AI and automation are fundamentally reshaping the competitive landscape, altering how law firms deliver value, build trust, and collaborate with clients. The future of the firm-client relationship is no longer theoretical—it's happening now.
This keynote will explore how law firms must evolve to meet shifting client expectations, embrace transparency and trust as competitive differentiators, and lean into change with empathy. As corporate legal departments rethink their approach to legal services, law firms will need to move beyond legacy pricing models and align more closely with client business objectives. Key themes include:
SPEAKER
Aaron Boersma
Spend Innovation Lead, Policy & Legal Ops+
The Office of the Chief Policy Officer
Ford Motor Company
10:00AM – 10:45AM EsT / Panel Discussion
The Current State of Pricing in the Legal Profession
Despite sustained year-over-year rate hikes clients are pushing back, economic pressures are mounting, and AI-driven efficiencies threaten to upend traditional pricing models. This panel will unpack where legal pricing stands in 2025, whether the decade-long rate growth trend is sustainable, and how firms can gain client buy-in to evolving pricing strategies. Panelists will also explore how AI, data, and financial intelligence are reshaping rate-setting and the future of legal pricing.
SPEAKERS
Mark Medice
Principal
LawVision
Angela Floessel
Director Strategic Pricing and Legal Project Management
Morrison Foerster
Peter Secor
Director of Pricing
Ropes & Gray LLP
10:45AM – 11:15AM ET
Networking AM Coffee Break
11:15AM – 12:00PM ET / Case Study
A Data-Driven Approach to Gaining Partner Buy-In on Pricing Strategy
OVERVIEW

The goal of all law firm pricing resources is to become a trusted advisor both to firm leadership and firm partners for pricing related strategies.  This candid discussion will focus on the integration of data analytics in developing and implementing pricing strategies, emphasizing the importance of presenting data-driven insights to gain buy-in from partners.  By showcasing real-world examples and case-studies, we will demonstrate how data can be utilized to uncover hidden opportunities, optimize pricing models, and ultimately drive more informed and strategic decision-making within the firm.   The goal will be to both empower pricing professionals with the tools and knowledge needed to become strategic advisors within their respective firms, along with showcasing for partners and outside counsel how data driven approaches result in more accurate financial planning and forecasting. 
SPEAKERS
David Hartnett
Director, Strategic Pricing and Legal Project Management
Norton Rose Fulbright US LLP
Christy Bentz
Chief Client Value and Innovation Officer
Norton Rose Fulbright US LLP
Kevin Bielawski
Senior Director of Legal Operations
Husch Blackwell LLP
12:00PM – 12:45PM ET / Panel Discussion
Decoupling Time from Value:
The Significance and Future of Timekeeping in Law Firms
Timekeeping data remains one of the most overlooked but valuable assets in law firms—yet most firms still struggle with uncategorized, messy, and underutilized time entry data. As client demand for fixed fees and cost certainty increases, firms are being forced to rethink how they track, structure, and extract insights from timekeeping data. This dynamic discussion will explore timekeeping as a data treasure trove and how firms can leverage it.
SPEAKERS
Barclay Blair
Senior Managing Director / AI Innovation Lead
DLA Piper US
Alma Asay
Chief Innovation and Value Officer
Crowell & Moring LLP
Ilona Logvinova
Director of Practice Innovation
Cleary Gottlieb Steen & Hamilton LLP
Adrian Parlow
Co-founder & CEO
PointOne
12:45PM – 1:45PM ET
Networking Lunch
1:45PM – 2:15PM ET / Case Study
Understanding Your Costs:
The Foundation of Law Firm Financial Strategy & AI Investment
Before law firms can effectively invest in AI, optimize pricing models, or drive financial innovation, they must first answer a fundamental question: What does it actually cost to deliver legal work?  Too often, firms focus on what they charge rather than what they spend, leading to inefficient pricing, unprofitable matters, and misaligned AI investment decisions. Without a clear, data-driven understanding of costs, firms risk making strategic financial decisions based on instinct rather than intelligence.  In this session, Frederick J. Esposito, Jr., COO at Rivkin Radler, will break down how firms can educate attorneys and firm leadership to move beyond intuition-based financial decision-making and adopt empirical, data-driven strategies that support profitability, pricing innovation, and AI investment decisions.
Join us as we explore:
SPEAKER
To Be Announced
2:15PM – 3:00PM ET / Case Study
Bridging the Knowledge Gap:
Educating Lawyers on Business Strategy, Matter Management, and Law Firm Economics
For law firms to thrive in today’s evolving financial landscape, lawyers must develop a stronger grasp of business strategy, financial intelligence, and operational decision-making. Yet, many lawyers receive little to no formal education on law firm economics, matter management, or the financial impact of their work. This session will explore how firms can close the knowledge gap—ensuring lawyers at all levels understand the cost of legal work, the role of data in pricing strategy, and the efficiency gains that drive profitability and client value.
This discussion will explore how firms can close the knowledge gap and empower their lawyers to:
This session will offer practical strategies and real-world insights from legal finance and professional development leaders—helping firms train their lawyers to think beyond the billable hour and contribute to the firm’s long-term financial health and competitive positioning.
SPEAKERS:
Caroline Cochenour
Sr. Manager, Learning + Professional Development
Goodwin
Bob Chandler
Managing Director, Strategic Pricing and Legal Project Management
Goodwin
3:00PM to 3:30PM ET
Networking PM Coffee Break
3:30PM – 4:15PM ET / Panel Discussion
Unlocking Real-Time Insights:
Financial Data Integration and Modern Reporting for Law Firm Excellence
Law firm finance professionals are the gatekeepers of some of the most critical data that law firms hold. And in today's fast-paced business landscape, financial data integration and modern reporting are crucial for informed decision-making and strategic growth. Law firms must navigate a sea of financial information efficiently, ensuring that financial insights are accurate, timely, and actionable. This session explores the importance of integrating financial systems for real-time reporting and will highlight a comprehensive framework for law firms to maximize their financial data's potential, ensuring they remain agile and competitive in a rapidly changing industry.
Key Discussion Points:
SPEAKERS
Tom Baldwin
Founder & CEO
Entegrata
Ted Theodoropoulos
CEO
Infodash
4:15PM – 5:00PM ET / Panel Discussion
What Clients Want:
AI, Value, and the Future of Legal Spend
Driven by a confluence of economic pressures and technological advancements, value-driven legal services are at the forefront of client expectations, with the potential to reshape the economics of legal service delivery. Corporations are demanding more than just legal expertise; they want strategic business partners who can provide holistic solutions, prompting law firms to invest in industry-specific knowledge and technology-enabled services that deliver tangible business value.
As clients adopt emerging AI tools themselves to streamline legal work in-house, how will this shift impact law firms' pricing models, service offerings, and long-term client relationships? As we move further into 2025, the relationship between client expectations and legal spend will continue to evolve. Join us for a deep dive into the financial realities shaping the client-law firm relationship in 2025—and hear directly from clients on how firms must adapt to rising demands for pricing transparency, efficiency, and AI-driven value as we endeavor to answer some of the most pressing questions of the day, such as:
SPEAKERS
Mo Zain Ajaz
Global Founder
LEX360
Aaron Boersma
Spend Innovation Lead, Policy & Legal Ops+
The Office of the Chief Policy Officer
Ford Motor Company
5:00PM – 5:15PM ET
Chairperson’s Closing Remarks
5:00PM – 6:00PM ET
Drinks/Networking Reception
Law Firm Financial Management & Innovation will be hosted at the New York office of our partner Norton Rose Fulbright
Address:
1301 6th Ave, New York, NY 10019
Individual Registration
Please note: Group/Team, Student/Academic, vendor and consultant rates available on request
Have questions or need assistance with the registration process please contact us: contact@insidepractice.com
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