NEW YORK // 06 / 24 // 2025

Law Firm Financial Management & Innovation 

Bridging strategic finance, pricing innovation, and data-driven intelligence in the modern law firm

Leverage Financial Data to Grow Your Firm

Law Firm Financial Management & Innovation  is a peer-to-peer driven forum essential for COOs, CFOs, pricing leaders, innovation officers and financial strategists who are shaping the future of law firm economics.

AI, automation, and data are transforming legal finance, forcing firms to rethink profitability, value, and client expectations. With economic pressures and demands for transparency, staying traditional isn’t enough—innovate or fall behind.

Join us on June 24th at the New York offices of  Norton Rose Fulbright as we bring together 30+ law firm and organization leaders to explore the next era of law firm financial management, pricing innovation, and data-driven decision-making.

Who Attends

Join the Conversation

Learn how to navigate today’s evolving finance challenges and drive meaningful innovation within your firm.

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 

SPEAKER

Aaron Boersma  

Spend Innovation Lead, Policy Ops+

Ford Motor Company

OVERVIEW

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: 

• A Changing Competitive Landscape : How will law firms compete for work in an AI-driven market? 
• Trust, Transparency & Partnership: Why law firms and clients must redefine collaboration in a rapidly evolving legal ecosystem. 
• Getting Better Together: How can law firms and clients co-evolve to create a new model for value-based, data-driven legal partnerships? 
• Historical Parallels: How generative AI is transforming legal service delivery, much like other production models revolutionized manufacturing across industries. 
  

10:00AM – 10:45AM EsT / PaNEL Discussion 

The Current State of Pricing in the Legal Profession 

SPEAKERS

Mark Medice 

Principal

LawVision 

Angela Floessel  

Chief Financial Officer

Chapman and Cutler 

Peter Secor 
Director of Pricing Strategy
Ropes & Gray LLP 

OVERVIEW

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.

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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 

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

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.  

12:00PM – 12:45PM ET / PANEL DISCUSSION

Decoupling Time from Value: The Significance and Future of Timekeeping in Law Firms 

OVERVIEW

SPEAKERS

Stephen Henn

Managing Director

DLA Piper LLP (US) 

Alma Asay

Chief Innovation and Value Officer 

Crowell & Moring LLP 

Adrian Parlow 

Co-founder & CEO 

PointOne

Jorge Arevalo

Director of Strategic Pricing

Faegre Drinker

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. 

• Timekeeping as a Data Treasure Trove what’s really hidden in this dataset and how can firms leverage it? If we had clean time entry data—how would/could we make use of it? 
• Pricing Intelligence & Strategy:  how clean time entry data can drive more accurate pricing models, higher-fidelity estimates, and support alternative fee arrangements. 
• Beyond Pricing: How structured timekeeping data can optimize staffing, workflow allocation, and expertise identification. 
• Competitive Pressures & the Road Ahead : What are the primary drivers or incentives to moving to fixed fee work?  Discuss and debate the notion that AI will streamline processes and create powerful efficiencies that will reduce hours per matter (vs. the counter argument that firms could feasibly handle more matters). 

12:45PM – 1:45PM ET

Networking Lunch

1:45PM – 2:15PM ET

The Business Case for AI: Aligning Investment Decisions with Law Firm Strategy

SPEAKER

Morgan Llewellyn
AI Practice Director

HIKE2

OVERVIEW

AI and automation are transforming how law firms price, operate, and compete—but where should firms be placing their bets? As financial leaders evaluate AI’s impact on profitability, efficiency, and service delivery, the challenge remains: how do firms justify AI investments in ways that align with firm strategy and long-term financial success? This lively discussion will bring together law firm CFOs and COOs to explore:

• The ROI of AI: What financial factors should drive AI investment decisions?
• Balancing Innovation & Profitability: How should firms weigh cost vs. efficiency gains when considering AI-powered tools?
• Where Should Firms Be Placing Their Bets? Strategic services, automation, pricing intelligence, financial analytics, or workflow optimization?
• Lessons from Early AI Investments: What’s working, what’s not, and what financial leaders wish they knew sooner.

2:15PM – 3:00PM ET / CASE STUDY

Bridging the Knowledge Gap:  Educating Lawyers on Business Strategy, Matter Management, and Law Firm Economics 

SPEAKERS:

Caroline Cochenour 

Sr. Manager, Learning + Professional Development 

Goodwin 

Bob Chandler 

Managing Director, Strategic Pricing and Legal Project Management 

Goodwin 

OVERVIEW

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: 

• Improve Matter Profitability & Pricing Strategy: When lawyers understand the financial impact of their work, they can make smarter, more strategic decisions about matter management, staffing, and resource allocation. 
• Enhance Client Value & Strengthen Relationships: Lawyers who grasp the economics of legal services can engage in more informed pricing conversations and better align firm value with client expectations. 
• Drive Operational Efficiency & Strategic Growth: By applying financial intelligence and matter oversight, firms can reduce inefficiencies, improve cost predictability, and build a culture of data-driven decision-making. 

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. 

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 

SPEAKERS
Tom Baldwin

Founder & CEO

Entegrata  

Ted Theodoropoulos 

CEO 

Infodash 

Stan Gershengoren

Director, Practice & Business Systems

Debevoise & Plimpton LLP

Others TBA

OVERVIEW

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: 

• Financial Data Integration: Explore the challenges and opportunities of integrating various financial systems within law firms. Understand how consolidating financial data can enhance operational efficiency, reduce errors, and improve forecasting accuracy. 
• Lawyers and Financial Data:  Gain insights into how lawyers consume financial data and what they need from modern reporting systems to support their strategic objectives. Discuss how tailored reporting can enhance collaboration between finance professionals and legal practitioners. 
• Vision for Future Reporting: Engage in a forward-thinking discussion on what a modern reporting system should look like. Explore how integrated platforms can provide lawyers with actionable insights that align with their work patterns and decision-making needs. 
• Best Practices and Success Stories: Hear from industry leaders about real-world examples of successful financial data integration and reporting systems. Identify key takeaways and best practices for implementing modern reporting solutions within your firm.
  

4:15PM – 5:00PM ET /PANEL DISCUSSION

What Clients Want: AI, Value, and the Future of Legal Spend 

OVERVIEW

SPEAKERS

Mo Zain Ajaz 

Global Founder 

LEX360 

Tayo Kinnane

Associate General Counsel

Con Edison

Aaron Boersma  

Spend Innovation Lead, Policy Ops+

Ford Motor Company

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: 

• Pricing Expertise Over Hours: AI amplifies an existing challenge: if efficiency improves, how should firms charge for judgment, insight, and strategy rather than just time spent? 
• The Impact of AI & Automation: Assuming AI reduces billable hours, what are the broader economic implications for law firms, and how should pricing and service models evolve? 
• Client Data and AI: As firms seek to leverage AI, how should they treat client data responsibly? What concerns do clients have about how their data is used? 
• What Clients Truly Want: What specific innovations in service delivery and pricing structures are clients demanding from law firms, and how are firms responding to the push for greater transparency, efficiency, and cost predictability? 
• Aligning Firms & Clients: How alternative fee models, client-facing technology, and AI-driven collaboration can enhance value. 

5:00PM – 5:15PM ET

Chairperson’s Closing Remarks

CHAIRPERSON

Mark Medice

Principal

LawVision 

5:00PM – 6:00PM ET

Drinks / Networking Reception 

Venue

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

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