⚡ Chief Cohort — Complimentary SeatsSeptember 10, 2026 · McDermott Will & Schulte, New York
Who Creates the Value, Who Captures It?

September 10, 2026 · 8:30 AM – 7:30 PM · New York

The Economics of AI

A cross-functional roundtable for the leaders who will determine whether AI investment becomes AI return — Finance, Pricing, IT, Information & Knowledge, Marketing & Business Development, Innovation, and Operations. As a Chief cohort member, your seat is on us.

Complimentary for Chief cohort members. Limited to 40 seats.

Supported By:

HarveyThomson Reuters

Trusted by 600+ business of law leaders worldwide

Who You'll See

Select Firms attending the Event

Senior practitioners from leading firms are already confirmed for September 10.

  • Pillsbury Winthrop Shaw Pittman
  • Snell & Wilmer
  • Milbank
  • Sheppard Mullin Richter & Hampton
  • Fenwick & West
  • Goulston & Storrs
  • Covington & Burling LLP
  • and more
Event Details

Everything you need to know

A focused, one-day roundtable examining where AI is creating value, where that value is being lost, and who ultimately captures it.

Where

McDermott Will & Schulte — New York office.

When

September 10, 2026 · 8:30 AM – 7:30 PM. Opens with networking breakfast, closes with cocktails and continued conversation.

What's Included

Breakfast, lunch and market update, and a cocktail hour running to 7:30 PM. ALPP points included.

How It Runs

All discussion, no presentations. Every session is facilitator-led and participant-driven — no vendor pitches, no slide decks. Live polling throughout the day captures collective intelligence in real time.

Why Now

Why Intersect REFRESH?

The pace of change in legal ROI has accelerated. A mid-year reset with senior peers ensures you're not operating on stale assumptions.

Stay ahead of the AI curve

AI is reshaping how legal work is scoped, priced, and delivered. REFRESH gives you the current-state briefing you need to lead confidently.

Timely, high-impact content

One concentrated day of substance. No filler sessions, no vendor pitches. Every minute is designed to move your thinking forward.

Reconnect with your network

The legal pricing community is small and powerful. REFRESH brings together the people who are actually shaping the profession.

The opposite of a big conference

Forty seats. One room. Candid conversations that don't happen at industry mega-events.

About the Institute

What is TVPi?

The Value Pricing Institute (TVPi) is the professional home for business-of-law leaders — accreditation, cohorts, research, and a peer community built around pricing, profitability, and AI-era service delivery.

Accreditation

The ALPP and CABLP credentials set the professional standard for legal pricing and business-of-law practitioners.

Cohorts & Programs

Small, facilitated cohorts and workshops where senior practitioners work through real pricing and AI challenges together.

Research & Benchmarks

Original surveys, benchmarks, and market intelligence on how firms price, staff, and deliver legal work.

Peer Community

A trusted network of pricing, finance, and legal operations leaders who share candidly and learn from each other.

The Format

The Anti-Conference

REFRESH is designed to be everything a typical conference isn't.

Deep Trust

A room of accredited peers who share openly because they know everyone else is at the same level.

Actual Learning

Structured discussions and working sessions — not panels where speakers talk past each other.

A Better Investment

One focused day. No travel bloat, no multi-day commitment. Maximum insight per hour invested.

Small Room, Candid Conversations

Forty people means you actually meet everyone. The hallway conversations are as valuable as the sessions.

Takeaways

Six Messages to Leave With

The day closes by asking what we do differently Monday morning.

Adoption is not ROI

Usage tells us whether AI is being used. It does not tell us whether value is being created.

Productivity is not profitability

Saving time creates economic potential. Firms still have to capture it.

AI ROI is inherently cross-functional

Technology, Finance, Pricing, KM, Marketing, Operations, and practice leadership each control part of the value chain.

Don't wait for perfect data

Credible attorney use cases and replicable workflows can demonstrate value while measurement matures.

Internal proof becomes external differentiation

The strongest AI story begins with real examples of lawyers delivering work differently.

The advantage is shifting

From access to AI to the ability to capture its value.

After the Day

Virtual Follow-On Working Session

Build the AI ROI Scorecard — a practical working session for attendees, held virtually after REFRESH. Date to be announced.

Investment & Adoption

What the firm has committed, and how broadly the tools are actually being used.

Evidence of Value

Credible use cases and replicable workflows that show the work changing.

Operational & Economic Impact

How workflow change translates into capacity, realization, margin, and revenue.

Client, Commercial & Brand Impact

Where internal proof becomes external positioning in pitches, RFPs, and pricing.

Schedule

The Day

All discussion. No presentations. Every session is facilitator-led and participant-driven — bring your experience, your data, and your hardest questions. Live polling throughout the day captures collective intelligence in real time.

  1. 1

    8:30 – 9:00

    Networking Breakfast

    Meet the room. Informal introductions across functions.

  2. 2

    9:00 – 9:30

    Opening: What Do We Actually Mean by AI ROI?

    A rapid pulse check. Cost reduction? Productivity? Revenue growth? Competitive differentiation? If different functions optimize for different definitions of ROI, does the firm really have an AI ROI strategy?

  3. 3

    9:30 – 10:45

    Roundtable I: Follow the Value

    Map the AI value chain — Investment, Deployment, Adoption, Workflow Change, Pricing, Productivity, Value Capture, ROI. Where do firms see genuine evidence of value, and where does the chain most commonly break?

  4. 4

    10:45 – 11:00

    Break

  5. 5

    11:00 – 11:45

    Roundtable II: Are Silos Killing AI ROI?

    Same scenario, every table: the firm invested, adoption is up, lawyers report time savings — yet revenue, profitability, and realization have barely moved. Where did the value go?

  6. 6

    12:00 – 1:00

    Lunch & Market Update

    Research findings and survey data on AI return across the legal industry, presented by Thomson Reuters.

  7. 7

    1:00 – 1:45

    Roundtable III: Who Owns AI ROI?

    CIO? CFO? COO? Innovation? Pricing? What should each function own, and where are the gaps? Table exercise: what do you need from another function in this room that you aren't getting today?

  8. 8

    1:45 – 2:30

    Roundtable IV: Follow the Dollar

    AI turns 100 hours of legal work into 70. What happens to revenue and the other 30 hours — client savings, firm margin, additional capacity, or value that simply disappears?

  9. 9

    2:30 – 2:45

    Break

  10. 10

    2:45 – 3:30

    Roundtable V: Find the Proof

    Evidence may already exist across hundreds of lawyers, matters, and teams. For every success story: what was the work, how was AI used, what changed, and could it be replicated?

  11. 11

    3:30 – 4:15

    Roundtable VI: From Internal Proof to Client Value

    Can internal success stories strengthen pitches and RFPs? Can AI capability contribute to premium positioning rather than simply lower prices?

  12. 12

    4:15 – 4:30

    Closing: Six Messages to Leave With

    What do we do differently Monday morning?

  13. 13

    4:30 – 7:30

    Cocktails & Continued Conversation

    Informal networking and continuation of the day's discussions.

Speakers
JW

Jake Weiner

Head of Strategic Business Development · Harvey

Every session is co-facilitated — no presentations, no prepared remarks.

MB

Matthew Beekhuizen

Chief Pricing & Innovation Officer · Greenberg Traurig

Four practitioners guiding a series of high-energy discussions that build on one another throughout the day.

KB

Kevin Beliewski

Legal Operations Expert

Facilitating discussion across Finance, Pricing, IT, Knowledge, Marketing, Innovation, and Operations.

TR

Thomson Reuters

Representative

Presenting market research and survey data on AI return across the legal industry.

What You Walk Away With

A mid-year reset that actually changes how you operate.

Concrete takeaways, not abstract inspiration.

Current-state assessment

An honest read on where AI, pricing strategy, and service delivery stand right now — from peers doing the work.

Pricing strategy adjustments

Specific changes to consider for the second half of the year based on what's actually happening in the market.

Peer-validated thinking

Pressure-test your assumptions with senior professionals who face the same challenges.

Expanded professional network

Meaningful connections with 40 senior pricing leaders — not business-card exchanges.

Who Should Attend

Who Should Attend?

Chief Cohort Members

This complimentary registration is exclusively for members of the TVPi Chief cohort.

Senior Pricing Leaders

Directors, Heads of Pricing, and senior professionals who shape pricing strategy at their firms.

Business-of-Law Executives

COOs, CFOs, and legal operations leaders engaged in pricing, profitability, and AI strategy.

FAQ

Questions

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September 10, 2026 · McDermott Will & Schulte, New York

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