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September 27-28, 2024
LOYOLA UNIVERSITY
Chicago, IL

Accelerate the
Impact of your
Young Partners.

Young Partners Accelerator is an exclusive structured program that leads to actionable plans to accelerate the performance of young partners in management, revenue generation, and client relations in the legal sector.

2 days of intensive workshops

Actionable take-aways

Insights from industry experts, General Counsels, and peers

Accelerate the
Impact of your
Young Partners.

Young Partners Accelerator is an exclusive structured program that leads to actionable plans to accelerate the performance of young partners in management, revenue generation, and client relations in the legal sector.

2 days of intensive workshops

Actionable take-aways

Insights from industry experts, General Counsels, and peers

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See your young partners thrive.

There is a mystery behind the role and expectations of a partner.

Only time will tell if your partners will be successful.

The first years as a partner have proven to be the most stressful, demanding, and uncertain.

The lack of clarity on the role affects performance.

Failure to thrive affects the bottom line.

This program will give young partners actionable steps to accelerate their impact on the firm.

Effective strategies that accelerate client service, create an owner mentality, and boost revenue

Driven partners focus on improving profitability and effectiveness.

Sponsored by

1

The Role of a Partner

Clarity in the role as a partner, clarity in the expectations, and clarity in how to succeed.

2

Business Development

A powerful playbook to accelerate the business development efforts.

3

Client Centric

Strategies to put clients first and grow the practice.

Effective strategies that accelerate client service, create an owner mentality, and boost revenue

Driven partners focus on improving profitability and effectiveness.

1

The Role of a Partner

Clarity in the role as a partner, clarity in the expectations, and clarity in how to succeed.

2

Business Development

A powerful playbook to accelerate the business development efforts.

3

Client Centric

Strategies to put clients first and grow the practice.

There are two paths:

  • Partners who figure it out for themselves.
  • Partners with tools and strategies to accelerate their success.

The ones on the second path fare better in satisfaction, performance, and long term profitability.

There are two paths:

  • Partners who figure it out for themselves.
  • Partners with tools and strategies to accelerate their success.

The ones on the second path fare better in satisfaction, performance, and long term profitability.

High potential partners have a clear blueprint of what to do next

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Register

Join us in Chicago for two days of immersive workshops.

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Get clarity on your role

Learn more in two days than most partners do in their entire careers.

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Become a top performing partner

Return to your firm able to execute from day one.

Industry Experts

Industry experts will share knowledge while guiding participants through this immersive workshop.

Peer discussions enhance learning and broaden perspectives on individual experiences.

This unique program offers a safe space for sharing challenges and finding solutions so attendees can excel in their firms.

Dr. Sharon Meit Abrahams

President
Legal Talent Advisors LLC

Steve Fretzin

Legal Business Development Coach for Lawyers
BE THAT LAWYER

Andrew Gilbert

Co-head of the Corporate practice
Croke Fairchild Duarte & Beres LLC

Jeremy Gresham​​​​

Chief Financial Officer
Kean Miller LLP

Meredith Kirshenbaum

Principal
Goldberg Kohn

Marlon Lutfiyya

Director of Talent & Diversity
Neal, Gerber & Eisenberg LLP

Tajanae Mallett

General Counsel
Arjo

Erin Mayer

Partner
Levenfeld Pearlstein LLC

Jay McAllister

CEO
Paragon Tech Inc.

Kathy Morris

Founder
Under Advisement, Ltd.

Reed Nothwang, CFP®

VP
Wealth Advisor, Compound Planning

Eduardo Paiz

Founder and Head Consultant
Bolder Legal Consulting Group

Andy Park

SVP
Wealth Advisor, Compound Planning

Aaron Weinzierl

Managing Counsel - Intellectual Property
United Airlines

Heidi Yernberg

Managing Director & Chief Privacy Officer
BlueCross BlueShield of Tennessee

Zachary Ziliak

Managing Partner
Ziliak Law
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General Counsel and Client Panel

General-Counsel-Panel-Young-Partners-Retreat

Our distinguished panel will share their expectations of service.

They will highlight future trends and changing criteria while sharing how they evaluate the firms that service them.

Learning what clients want is a key to success.

Program

Day 1

You as a partner

I'm a Partner, Now What?

Interactive panel with roundtable discussions

Moderator: Marlon Lutfiyya, Neal, Gerber & Eisenberg LLP

  • Andrew Gilbert, Croke Fairchild Duarte & Beres
  • Meredith Kirshenbaum, Goldberg Kohn
  • Erin Mayer, Levenfeld Pearlstein

You did it! You clearly earned the respect of your clients and your peers to be invited into the partnership. Now that you have the title, what has changed. . . a lot. During this session, the panelists will address questions about expectations and share questions to ask your firm. Advice and guidance will be offered about how to adapt to the new position. During the round tables attendees will share their experiences in small groups. You will learn you are not alone in trying to understand what it means to be a partner.

Unlock Partnership Success

Action packed workshop with take-aways

Dr. Sharon Meit Abrahams, Legal Talent Advisors LLC

With the promotion to partner you are now expected to do more than bill hours. Partners have the responsibility to serve their clients, but they also must serve the firm. During this interactive workshop the attendees will learn the many hats partner wear at their firms. Partners need to focus internally and externally as well as look at what needs control and what requires flexibility. You will determine what you need to focus on in your firm.

Everything You Need To Know About Personal Finances as a New Partner

  • Reed Nothwang, CFP®, Compound Planning
  • Andy Park, Compound Planning

If you're like most new partners, you understand that now is the time to look at money differently and invest in yourself by creating a sound financial plan. Not to worry — in this interactive conversation, we'll cover everything you need to know about mastering your personal finances as a new partner, from budgeting for fluctuating income to maximizing your retirement savings plans and avoiding common pitfalls.

Controlling the Flow: Money In / Money Out

Understanding law firm economics

Jeremy Gresham, Kean Miller LLP

Lawyers must understand basic business concepts to effectively represent their clients. They also need to have a solid understanding of basic law firm economics to manage their practices and firms effectively. During this session, the attendees will discuss some hidden areas that trip firms up when talking about profits and realization. By giving you a more robust knowledge base on how the practice of law works from a dollar-and-sense perspective, you can ask your clients and fellow partners better questions.

Ownership Mentality: Making the Shift

Experiential activity and round table discussions

Dr. Sharon Meit Abrahams, Legal Talent Advisors LLC

If you signed the partnership agreement, made the capital investment, or just shook hands on it, you are now a partner in a law firm. How does this make you feel? Are you ready to act like an owner? During this session attendees will learn the attributes owners should exhibit. There are specific behaviors to embrace and actions to take that demonstrate an owner’s mentality. You will have the opportunity to answer the question, “Do I know SWOT about my practice”?

Day 2

Focus on Your Clients

In the Mind of your Clients

General Counsel and Client Panel: What do they value and expect from their attorneys.

Moderator: Kathy Morris, Under Advisement, Ltd.

  • Heidi Yernberg, BlueCross BlueShield of Tennessee
  • Aaron Weinzierl, United Airlines
  • Tajanae Mallett, Arjo

Clients range from individuals to General Counsel of major companies, but what they have in common is a desire to be treated as colleagues. Each client wants to discuss what matters most to them and their companies. During this session the attendees will be exposed to the insights given from top clients that cover billing requirements to budgeting and from communication to collaboration. You will hear what matters most to clients.

Client Centricity: Create Innovative Strategies to Drive Business

Panel discussion to put your clients at the heart of your firm

  • Zachary Ziliak, Ziliak Law
  • Jay McAllister, Paragon Tech Inc.

Without clients there is no practice of law. Creating a client-first culture has become a priority for many law firms recently. Despite acknowledging this need firms are slow to move this direction. During this panel discussion attendees will hear how firms are changing their culture to embrace a client centric focus. The discussion will explore what can be implemented to learn what clients want, how to create service standards, what technology has to offer to make it easier to collect data, and how Key Performance Indicators (KPI) ensure firms are proactively making changes and gaining success. You will want to continue this conversation back at your firm.

The Elephant in the Room: The Taboo Surrounding Sales in Legal

Workshop to create a blueprint to attract new prospects, clients, and referrals

Steve Fretzin, Be That Lawyer

If you’ve ever found yourself saying, “We never learned this in Law School,” this is THE event you’ve been waiting for. Join in four-time author, podcast host, and authority on legal business development Steve Fretzin as he demystifies:

  • Why you don’t need to be a “salesman” to be successful at business development.
  • How to identify the low-hanging fruit and ACTUALLY bring in new business.
  • Steve’s best tips for growing business in less time and with greater results.
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What people say

Jorge Diaz-Silveira

Managing Partner of the Hogan Lovells Miami office

This program helps the new partners learn the importance and responsibility of not only being a good lawyer but to act and participate as an owner of the firm with clients and colleagues. What they have learned is the other side of a law firm, at the partner level. I personally wish I had had the opportunity to participate in this forum when I was starting out.

Tim Girven

Legal 500 Editor for the Western Hemisphere

I think there is a lack of training for young lawyers going from senior associate or counsel to partner in terms of how they should perform, the skill sets they need and ways to understand their new position so I think it has been a very successful event and there should be more events of this nature.

Sebastian Jimenez

Partner at Colbs

An event like no other in the world! You will learn about innovation, how to develop business with an actionable and easy to understand approach, all this from academic experts and successful lawyers from some of the best firms in the world.

Laura Medina

Partner at Jimenez Peña

Participating in the Young Partners Series allowed me to have a clearer idea of the different actions I can implement to generate business, innovate and, in general, contribute to the development of my firm. The event also served as a platform to interact with other young partners in a relaxed atmosphere, learn about their respective trajectories, discuss openly about the challenges facing the legal services market in our region and how we should face them.”

Eugenia Ramírez

Partner at Hogan Lovells LLP Miami Office

I think the Young Partners program is a excellent idea, when you become a partner you usually have no clue as to what are the responsibilities of a partner, how to lead a group, how to manage, how to be part of a management team… I highly recommend it, if I would’ve had had the opportunity when I just became a partner to participate in a program like this I would have participated and said yes!

Daniel Valverde

Global head of Diversity & Inclusion Ecija

Young Partners Program 2022 was an incredible experience. It has been the best training I’ve received to be an exceptional partner.

Young partners reaching their greatest potential

BENEFITS FOR THE FIRM

  • Develop ownership mentality.
  • Create client-centric philosophy.
  • Understand how to improve the bottom line.

BENEFITS FOR THE PARTICIPANTS

  • Move partners from improvising to driven with a clear path on what to do next.
  • Clarify partner roles and expectations.
  • Set actionable steps to accelerate impact on the firm.

Accelerate your partners success

September 27-28, 2024
LOYOLA UNIVERSITY
Chicago, IL

Invest in your young partners

Early Bird until July 31st: $2,250

Full Price: $2,500

Limited Availability to 45 participants.