What is the True Value Partnering Institute? 

The True Value Partnering Institute is an invitation-only virtual Think Tank connecting legal industry thought leaders and those responsible for driving value in their organizations.  The Institute consists of “select” in-house and law firm professionals, legal industry experts and academics. Participants are placed into Cohorts which meet several times via one-hour conference calls and can also participate in specialty topic Sub-Groups to collectively explore topics of interest.  Each Cohort is charged with formulating and championing the practical applications of tomorrow’s law firm business and operating models to meet clients’ needs today for true value partnership. 

 

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  • Cohort Meetings

     

    LPM Branding – How to build (or repair) your team’s internal brand

    June 17, 2016

    2:00 PM - 3:00 PM EDT 

     

    Pricing Cohort Meeting #3

    June 15, 2016

    2:00 PM - 3:00 PM EDT   
     

    LPM: Building an effective team - LPM / Pricing / Finance / Marketing

    May 26, 2016
    2:00 PM - 3:00 PM ED


    Institute's Council of Advisors Meeting

    May 16, 2016

    3:00 PM - 5:00 PM EDT 

     

    Institute Annual Dinner

    May 16, 2016

    8:00 PM - 10:30 PM EDT 
     

    How to Change the Dynamic Between Law Firms and Outside Counsel Webinar with Danny Ertel

    May 12, 2016

    12:00 PM - 1:30 PM EST 


     

    Pricing Cohort Meeting #2: Mining Historical Data

    May 11, 2016

    2:00 PM - 3:00 PM EDT 

     

    LPM: The Devil’s in the Details – Using Phase and Task Codes

    April 21, 2016

    2:00 PM - 3:00 PM EST 

     
    Pricing Cohort Meeting #1: Mining Historical Data

    April 20, 2016

    2:00 PM - 3:00 PM EDT  

     

    January 2016 Annual Meeting Recap Webinar with Danny Ertel

    April 8, 2016

    12:00 PM - 1:30 PM EST 


     

    LPM: Technology Solutions – Umbria

    March 17, 2016

    2:00 PM - 3:00 PM EST 

     

    LPM: The Devil’s in the Details – Using Phase and Task Codes

    February 18, 2016

    2:00 PM - 3:00 PM EST 

     

    Miami Meeting Debrief & LPM Technology Solutions - Planning Blox

    January 21, 2016

    2:00 PM - 3:00 PM EST 

     

    Institute's Annual Meeting (Miami)
    January 7 and 8, 2016 
     

    Using Data Analytics to Measure LPM

    December 17, 2015

    2:00 PM - 3:00 PM EST 

     

    LPM Technology Solutions - Cael

    November 19, 2015

    2:00 PM - 3:00 PM EST

     

    LPM Cohort Kick-off

    October 15, 2015

    2:00 PM - 3:00 PM EST

     

    LPM Leader Meeting

    September 24, 2015

    2:00 PM - 3:00 PM EST

     

    Managing Partners and COOs: Law Firm Pricing - are you keeping up?

    February 24, 2015

    01:00 PM – 02:00 PM

     

    Cohort 5 (Pricing)

    February 19, 2015

    02:00 PM – 03:00 PM

     

    Cohort 4 (Project Management)

    February 11, 2015

    02:00 PM – 03:00 PM


    Institute's Annual Meeting (Miami)

    January 8 and 9, 2015

     

    Cohort 5 (Pricing)

    November 19, 2014

    02:00 PM – 03:00 PM

     

    Educational Series - Negotiating with Backbone (Holden Advisors)

    November 6, 2014

    02:00 PM – 03:00 PM

     

    Managing Partners and COOs: State of Law Firm Pricing

    October 21, 2014

    02:00 PM – 03:00 PM

     

    Cohort 1 and 2 Wrap-up (Pricing)

    October 9, 2014

    02:00 PM – 03:00 PM

     

    Cohort 4 (Project Management)

    October 8, 2014

    02:00 PM – 03:00 PM

     

    Cohort 5 (Pricing)

    October 7, 2014

    02:00 PM – 03:00 PM

     

    Cohort 4 Leaders Meeting (Project Management)

    October 6, 2014

    02:00 PM – 03:00 PM

     

    Institute's Annual Meeting Prep

    October 1, 2014

    03:00 PM – 04:00 PM

     

    Cohort 3 (In-House)

    September 30, 2014

    02:00 PM – 03:00 PM

     

    Profitability Methodology Task Force III Wrap-up

    September 30, 2014

    03:30 PM – 04:30 PM

     

    Cohort 6 Prep (Chief Strategy Officer)

    September 15, 2014

    11:00 AM – 12:00 PM

     

    Cohort 4 Leaders Meeting (Project Management)

    September 11, 2014

    09:30 AM – 10:30 AM

     

    Cohort 1 and 2 (Pricing)

    September 11, 2014

    02:00 PM – 03:00 PM

     

    Cohort 4 (Project Management)

    September 10, 2014

    02:00 PM – 03:00 PM

     

    Cohort 5 (Pricing)

    September 9, 2014

    02:00 PM – 03:00 PM

     

    Cohort 3 (In-House)

    August 28, 2014

    02:00 PM – 03:00 PM

     

    Reverse Auction Symposium II

    August 27, 2014

    02:00 PM – 03:00 PM

     

    Law Firm Pricing and LPM Symposium

    August 26, 2014

    03:00 PM – 04:00 PM

     

    Profitability Methodology Task Force II

    August 21, 2014

    03:00 PM – 04:00 PM

     

    New Pricing Directors Cohort Orientation – Cohort 5

    August 12, 2014

    03:00 PM – 04:00 PM

     

    Cohort 1 and 2 (Pricing)

    August 6, 2014

    03:00 PM – 04:00 PM

     

    Project Management Co-Leaders Meeting

    August 5, 2014

    02:30 PM – 03:30 PM

     

    Reverse Auction Symposium I

    July 30, 2014

    02:00 PM – 03:00 PM

     

    New Pricing Directors Co-leaders Meeting

    July 30, 2014

    10:00 AM – 11:00 AM

     

    Legal Project Management Co-Leaders Meeting

    July 29, 2014
    02:30 PM – 03:00 PM

     

    Cohort 3 (In-house)

    July 24, 2014
    02:00 PM – 03:00 PM
     

    Strategic Pricing: The Intersection of Numbers, Change Management and Negotiation

    July 24, 2014
    02:00 PM – 03:00 PM
     

    Profitability Methodology Task Force II

    July 22, 2014
    03:00 PM – 04:00 PM

Members' Speaking & Publications

May 23, 2016
Event: 2016 Annual Conference and Expo
Title:  LI10B: A Clear Vision: Corporate Law Department Leadership Strategies
Speakers: Paul Roy, Senior Director Finance & Administration - Law Department, Time Warner Cable 

May 23, 2016
Event: 2016 Annual Conference and Expo
Title: FM16: Win/Win Pricing
Speakers: Peter Lane Secor, Director of Strategic Pricing and Project Management, Pepper Hamilton LLP  
May 17-18, 2016
Event: P3: The Practice Innovation Conference
 
Title: P3: Now in English
Speakers: Melissa Prince, Manager of Legal Project Management & Analysis, Reed Smith Center for Competitive Management; and Peter Lane Secor, Director of Strategic Pricing and Project Management, Pepper Hamilton LLP

Title: Achieving Value Harmony – 5 Things Corporate Legal Departments & Law Firms Should Do Together
Speakers: John Ferko, EVP, Miles & Stockbridge; and Steve Manton, Director of Pricing and Matter Management McDermott Will & Emery LLP
 
Title: How to Say No
Speakers: Justin Ergler, Director Alternative Fee Intelligence, GlaxoSmithKline; Keith Maziarek, Senior Manager Strategic Pricing, DLA Piper; and Purvi Sanghvi, Director of Strategic Pricing, Paul Hastings
 
Title: So, I Have a Profitability Model...Now What?  Workshop
Speakers: Purvi Sanghvi, Director of Strategic Pricing, Paul Hastings
 
Title: Building an Empire: How to Design an Effective Pricing & Project Management Team
Speakers: Brad Antici, Director of Strategic Pricing and Analysis Butler Snow LLP; Chris Ende, Director of Pricing and Project Management Goodwin Procter; Brian Fanning, Pricing Director at Davis Wright Tremaine LLP; and, Bart Gabler, Director of Pricing and Legal Project Management at K&L Gates
 
Title: Data Visualization for Law Firms
Speakers: Christopher Ende, Director of Pricing and Project Management Goodwin Procter
 
Title: Best Practices in Pricing & Process Improvement
Speakers: Jon Hulak, Director of Pricing & Client Service at Mintz Levin
 
Title: Understand Your Story: Leveraging Data Analytics to Uncover Your Hidden Strengths
Speakers: Christian Zust, Supervising Legal Project Management Attorney - Bryan Cave
 
Title: Developing and Implementing an Annual Rate Increase
Speakers: Michael Boussy, Director of Pricing at Ropes & Gray LLP
 
Title: The Evolving Role of Legal Operations Executives
Speakers: Keith Maziarek, Senior Manager Strategic Pricing, DLA Piper

Title: "Win-Win" Pricing
Speakers: Hushmand Jonathan Cott, Chief Strategic Pricing Officer, Covington & Burling; James Foley, Pricing and Budgeting Director at Hunton & Williams LLP; and Peter Lane Secor, Director of Strategic Pricing and Project Management, Pepper Hamilton LLP
 
Title: A Dialogue on the Expanding Role of Outside Counsel Guidelines
Speakers: Vince Cordo, Global Litigation Sourcing Officer Shell
 

March
31, 2016
Event: ARK Group
Title: Mechanics of Law Firm Profitability: People, Process & Technology
Speakers: Toby Brown, Chief Practice Officer, Akin Gump Strauss Hauer & Feld LLP; Patricia Gillette, Partner, Orrick Herrington & Sutcliffe; Peter Lane Secor, Director of Strategic Pricing and Project Management, Pepper Hamilton LLP 
 
March 26, 2015
Publisher: Legal Executive Institute
Title:  Beyond Experience — The “Value” Game Changers
Quotes:
 Purvi Sanghvi, Director of Strategic Pricing, Paul Hastings; and Stuart Dodds, Director of Global Pricing and Legal Project Management, Baker McKenzie

March
12, 2015
Event: ARK Group
Title: The Mechanics of Law Firm Profitability: People, Process & Technology 
Speakers:  Justin Ergler, Director Alternative Fee Intelligence, GlaxoSmithKline; Toby Brown, Chief Practice Officer, Akin Gump; Keith Maziarek, Senior Manager Strategic Pricing, DLA Piper

February 24, 2015
Event: Major Lindsey & Africa/True Value Partnering Institute
Title: Managing Partners and COOs: Law Firm Pricing - are you keeping up?  Speakers:  Jon Cott, Chief Strategic Pricing Officer, Covington & Burling; Stuart Dodds, Director of Global Pricing and Legal Project Management, Baker McKenzie; Steven Manton, Strategic Pricing Leader, Debevoise & Plimpton; John Ferko, EVP, Miles & Stockbridge; Amanda Brady, Global Practice Leader - Law Firm Management, Major Lindsey & Africa

February 17, 2016
Publisher: ALA Pricing Legal Services White Paper
Title:  The Client Cost Conundrum: Legal Service Pricing in a Post-Recession Market
Quotes:  Toby Brown, Director of Pricing & Strategic Analytics at Akin Gump; and Peter Lane Secor, Director of Strategic Pricing and Project Management, Pepper Hamilton LLP

                                                                                                                                                                                            February 4, 2015
Event: Buying Legal Council - Professional Sourcing and Management of Legal Services
Title: What is a Fair Price - how much should it cost?

Speaker:  Justin Ergler, Director Alternative Fee Intelligence and Analytics at GlaxoSmithKline

Title:  RFPs-Law firm's view: Hear what law firms think about RFPs coming from legal procurement
Speakers:  Toby Brown, Chief Practice Officer, Akin Gump; Peter Secor, Director of Pricing and Project Managment, Pepper Hamilton
 
January 29, 2015
Publisher: Bloomberg Business
Title:  Clients Can Monitor Legal Bills in Real Time Quotes: Peter Secor Lane, Director of Pricing and Project Management, Pepper Hamilton; Vince Cordo, Client Value Officer, Reed Smith
Click here for the Publication
 
January 21-23, 2015
Event: 22nd Annual Marketing Partners Forum
Title: Advanced Collaboration Strategies Around Pricing  Speakers:  Justin Ergler, Director Alternative Fee Intelligence, GlaxoSmithKline; Peter Secor Lane, Director of Pricing and Project Management, Pepper Hamilton; John Ferko, EVP, Miles & Stockbridge
 
January 8/9, 2015
Event: True Value Partnering Institute's 2015 "Value" Meeting
Facilitators:  Kevin Doolan, Moller PSG/Harvard Law School; Alexi Caught, Moller PSG; John Ferko, EVP, Miles & Stockbridge
 
September 18, 2014

Speakers:  Steven Manton, Strategic Pricing Leader,Debevoise & Plimpton; Peter Secor, Director of Pricing and Project Managment, Pepper Hamilton

Aderant 2014 Redwood Analytics User Conference
Title:Strategic Pricing: Connecting Numbers to Firm Strategy to Achieve Client Portfolio Management that Grows Profits
 
September 25, 2014

 

Speaker:  Melissa Prince, Manager of Legal Project Management & Analysis, Reed Smith Center for Competitive Management (C4CM)Title:  Law Firm Strategic Pricing and Legal Project Management: Negotiating Fees and Pricing, Creating Efficiency and Cost-Effectiveness 

Click here for the Agenda


August 26, 2014
Title:  Law Firm Pricing and Legal Project Management Symposium

Speakers:  Purvi Sanghvi, Director of Strategic Pricing, Paul Hastings; Stuart Dodds, Global Director of Pricing and Project Management, Baker McKenzie; Vince, Director of Client Value, Cordo, Reed Smith; Steven Manton, Strategic Pricing Leader, Debevoise & Plimpton

True Value Partnering Institute
 

July 24, 2014

Title:  Strategic Pricing: The Intersection of Numbers, Change Management and Negotiation

Speakers:  John Ferko, EVP, Miles & Stockbridge; Peter Secor, Director of Pricing and Project Management, Pepper Hamilton; Steven Manton, Strategic Pricing Leader, Debevoise & Plimpton.

Beacon Live Webinar
 

June 22, 2014

Publication:  Smarter Pricing, Smarter Profit: A Guide for the Firm of the Future

Author:  Stuart Dodds, Global Director of Pricing and Project Management, Baker McKenzie

 
June 12 - June 13, 2014
2014 LMA P3 Conference

True Value Partnering Institute Members' Speeches:

 
Title:  Value-Based Pricing, Legal Project Management and the New Proposition

Speaker:  Doug Woods, Ogletree Deakins

 

Title:  After the Rose

Speaker:  Toby Brown, Chief Practice Management Officer, Akin Gump

 

Title:  Negotiation: Crafting Winning Strategies for Internal & External Negotiations
Speakers:  John Ferko, EVP, Miles & Stockbridge; Steven Manton, Strategic Pricing Leader, Debevoise & Plimpton; Peter Secor, Director of Pricing and Project Management, Pepper Hamilton
 
Title:  Creating a Culture of Efficiency Within Law Firms: Which Approach Would Work for You

Speaker:  Matthew Laws, Director of Pricing, Crowell & Moring

 
Title: Letting Technology Take the Strain: Pricing and Project Management Workflow in Action

Speakers:  Stuart Dodds, Global Director of Pricing and Project Management, Baker McKenzie; Merill Helms, Sheppard Mullin; Christian Zust, Bryan Cave

 

Title: Virtual law Firm: Alternative Fee Intelligence and Quantifying Benefits to the Client

Speakers:  Keith Maziarek, DLA Piper; Purvi Sanghvi, Director of Strategic Pricing, Paul Hastings; Justin Ergler, Glaxo Smith Kline

 
 Title: Pricing Governance: Ways to Establish a Process for Implementing Firm-wide Pricing Guidelines

Speaker: Jennifer Mapp, Dechert.

Title: Law Firm Partner and Client Discussion: Creating the Win-Win

Speaker: Vince Cordo, Director of Client Value, Reed Smith

 

Title:  Procurement in the Purchase Decision: Market Research Findings on the Continuing Evolution

Speaker:  Dr. Silvia Hodges Silverstein, Columbia Law School

 

Title:  Panning for Gold: Lessons from Lawyers on Leveraging the Lawyer for Better Budgets, Pricing and Performance Management

Speaker:  Tim Curren, Director of Legal Project Management, Akin Gump