Women Leaders Forum: Retreat Agenda March 20-21, 2017 Washington DC

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1 Women Leaders Forum: Retreat Agenda March 20-21, 2017 Washington DC Conference Location Recommended Hotel Wiley Rein Loews Madison Hotel 1776 K Street, NW th Street, NW Washington, DC Washington, DC Monday, March 20, :30 pm Arrival at Wiley Rein conference room 2:30 pm Welcome Remarks (Kim Stuart & David Ackert) 2:45 pm Roundtable Introductions, Intentions and Expectations for the Retreat 3:00 pm Keynote: My name is Jana Barbe and I am an Approval-holic. Jana Cohen Barbe, Partner and former Global Vice Chair, Dentons Jana s discussion is about the endless pursuit of approval, the cost of it, its impact on decisions, on leaders and on life and the freedom discovered when you no longer need approval. 3:45 pm Break 4:00 Accessing Your Power to Advance Yourself and Your Firm Barbara Wankoff, Executive Director, Diversity and Inclusion, KPMG LLP This session will highlight key strategies for advancing your career and leveraging your power and how your network and key alliances can help foster growth. 5:30 pm Cocktail Reception followed by Dinner at Rural Society (Loews Madison Hotel) Tuesday, March :30 am Arrive at Wiley Rein conference room for catered breakfast 8:55 am Opening remarks (Kim Stuart & David Ackert) 9:00 am Great Law: Leadership in Innovation for the Next Decade of Opportunity Debra Baker, Managing Director, Law Leaders Lab, A Growth Play Company GreatLaw is the place where the most profitable clients want to buy, the most talented people want to work and the most inspired leaders want to serve a bigger purpose in their communities and families. The session includes the innovation study Law2023 and will provide a framework for driving innovation inside your organization.

2 10:15 am Break 10:30 am Cultivating Successful Lawyers and Leaders Carolyn Fairless, Managing Partner, Wheeler Trigg O Donnell LLP David Ackert, President, Ackert Inc. Kim Stuart, Principal, Key Group This interactive session focusses on those key qualities --the characteristics, competencies and skills that make someone stand out in a crowd of competitors, inform their brand and become a rainmaker or leader within their firm. Carolyn, David and Kim will lead a discussion on how to personally cultivate those attributes and promote them within your team. 11:45 am Lunch (First ½ hour networking ; Next hour Session/Discussion) Productivity, Performance and Personal Satisfaction: The Science of Getting Things Done With Less Stress Judith Gordon, Founder of LeadersEsQ, LLC Our responsibilities are growing and the time we have to accomplish them is shrinking, This interactive program explores the intersection of productivity, stress management and wellbeing, and provides immediately applicable tools for making the most of the time we have, so that we re both productive and personally satisfied. 1:30 pm Break 1:45 pm Enhancing Leadership while Navigating Unconscious Bias Rosalie Chamberlain, Director of Rosalie Chamberlain Consulting & Coaching Even in the best organizations, navigating firm or corporate culture is complex and a factor many of us face. Thriving amidst everyday biases (conscious and unconscious) can be challenging. This session focusses on the awareness and proven actions that help you successfully mitigate the beliefs and behaviors that hinder or block success. 3:00 pm Highlights / Takeaways / Areas for Implementation 3:30 pm Adjourn

3 David Ackert Ackert Inc. (818) David Ackert, M.A., is the President of The Ackert Advisory and a mentor to high-achieving professionals in the legal, corporate, finance, and accounting sectors. David has advised hundreds of lawyers, CEOs and professional-services executives on overcoming business development and marketing challenges. David is the founder of Practice Boomers, an award-winning business development program implemented by some of the top firms on the Am Law 100. He is also the founder of Practice Pipeline, a pipeline management software platform that incorporates business development coaching. The combination of technology and coaching has become a hallmark of his programs. In addition to his weekly blog, David has published and been quoted in such media as the Los Angeles Times, the National Review, the Daily Journal, the Wall Street Journal, Attorney at Work, The Recorder, and the Los Angeles Business Journal. He often leads panels and workshops on effective communication and business development strategies. David regularly keynotes at law firm partner retreats and trade conferences. He also serves as a guest lecturer at USC s Marshall School of Business, Carnegie Mellon University, and at the UCLA School of Law. Debra Baker LawLeadersLab (619) dbaker@grothplay.com Debra Baker is a journalist turned lawyer turned consultant committed to helping law firms innovate in the way they create, deliver and communicate value to clients. As Managing Director at GrowthPlay, she works with clients to drive growth through Marketing & Business Strategy, Practice & Service Innovation, and Business Development Leadership Coaching & Training. Previously, Debra founded Law Leaders Lab (acquired by GrowthPlay), where she partnered with clients to transform their law businesses through practice innovation strategies. Her background includes executivelevel positions at an AmLaw 100 firm and with a legal technology company, as well as work as an awardwinning journalist for the ABA Journal, where she covered law firm management, corporate legal departments, and ethics. She is licensed to practice law in Illinois and lives in San Diego.

4 Jana Cohen Barbe (Keynote) Dentons (312) Jana Cohen Barbe is a Partner and the former Global Vice Chair of Dentons, the largest law firm in the world. Jana has been integrally involved in the development and implementation of a strategic vision that created a top tier global legal business comprised of a 7500-attorney law firm and multiple ancillary companies. In addition to serving on the Global Board of Dentons, the Global Advisory Committee and the U.S. Board, Jana chaired the firm's Financial Institutions Sector - the largest sector of the law firm and its economic driver - as well as its pre-eminent real estate practice. Jana advises leading global financial institutions and insurance companies; her substantive expertise bridges tax, corporate, partnership, finance and real estate law. Equally committed to serving her community, Jana is the president emerita of Thresholds, Illinois' oldest and largest provider of supportive services and housing to individuals with severe and persistent mental illnesses. Her service to Thresholds, which serves more than 9,500 adults and youths each year, has spanned more than 25 years. Recognized for her transformative and pioneering leadership, Jana is a frequent author and speaker on women in business, globalization, entrepreneurship and authenticity. Rosalie Chamberlain Rosalie Chamberlain Consulting & Coaching (303) rosalie@rosaliechamberlainconsulting.com Rosalie Chamberlain is the Director of Rosalie Chamberlain Consulting & Coaching. She is a speaker, consultant and coach within the legal profession. She is the author of Conscious Leadership in the Workplace: A Guidebook to Making a Difference One Person at a Time, and has been quoted in business and legal publications. Rosalie s expertise includes leadership development, talent management, diversity and inclusion, and multicultural competency. She works with individuals and groups on leadership skills, team building, career transitions and professional career goals. She has unique experience with respect to organizational culture. She works with the Center for Legal Inclusiveness, Diversity Lab s On-Ramp Fellowship, Women-in-Law- Hackathon, and various ALA chapters. She is a Cornell University ILR Certified Diversity Professional, a certified coach through ipec (Institute for Professional Excellence in Coaching) and ICF. Her assessments include The Leadership Circle Profile360 and Culture Survey, Myers Briggs, TP Core Values Index, Energy Leadership Index, and Neuro-Linguistic Programming (NLP).

5 Carolyn Fairless Wheeler Trigg O Donnell (303) fairless@wtotrial.com Carolyn Fairless is the managing partner of Denver-based civil litigation firm Wheeler Trigg O Donnell LLP, where she focuses her practice on professional liability and complex commercial litigation. Carolyn has been called a lawyer's lawyer, successfully defending some of the nation's leading law firms and lawyers in highstakes legal malpractice matters throughout the country. In the past three years, Carolyn has won six trials and appeals for her clients before the Colorado Supreme Court, the Tenth Circuit, and other federal and state courts. For 2017, Best Lawyers recognized Carolyn as the Denver Lawyer of the Year for Professional Malpractice Law - Defendants. Chambers USA ranks Carolyn in Band 3 for General Commercial Litigation in Colorado, a distinction that places her among the top 39 commercial litigators in the state. Benchmark Litigation has named her one of the Top 250 Women in Litigation nationwide three years in a row, and Carolyn has also appeared on the Colorado Super Lawyers Top 100 Lawyers list and Top 50 Women Lawyers list each year since Judith Gordon LeaderEsQ, LLC (310) judith@leaderesq.net Judith is a facilitator, mediator and coach, and founder of LeaderEsQ, LLC, a consultancy providing attorneys with mental and emotional fitness tools that improve performance and personal satisfaction. Judith s programs and coaching focus on leadership, resilience, emotional intelligence, stress management, and wellbeing. Attorneys acquire skills that maximize their productivity, improve performance, and elevate satisfaction all of which lower attrition and positively impact the bottom line. Judith comes to professional development coaching and training from the trenches of legal practice. As an attorney, she experienced firsthand the challenges of client demands, internal pressures, external drivers, and time constraints. Judith is on faculty at UCLA School of Law. She trained in emotional intelligence with the Institute of Social and Emotional Intelligence, and in mediation at the Straus Institute for Dispute Resolution. She writes and presents regularly on success, wellbeing, and the high-achieving professional. Judith is a long-time meditator, nutrition enthusiast, occasional adventurer, and one-time immunology researcher with a continued deep interest in science.

6 Kim Stuart, Principal Key Group (415) Kim Stuart, the Founder and President of Key Group, is a strategic advisor for professional services firms, non-profit organizations and business executives. She has more than 18 years of experience in constructing and advancing business development initiatives and marketing strategies. Kim is also a Senior Advisor and Faculty Member for Ackert Inc., the company behind the award-winning business development training platforms for professional services firms. Kim has personally facilitated over 100 training sessions with lawyers at both the senior associate and partner level. She also led the development and implementation of the Managing Partner Institute and Women Leaders Forum, comprehensive professional development programs that provide the insights, management principles, and framework essential for effective law firm leaders. Prior to starting Key Group, Kim was part of the senior business development team at Dentons, where she regularly assisted lawyers and practices in developing and implementing effective client development plans and was responsible for the successful development and implementation of multiple firmwide initiatives. Barbara Wankoff KPMG (201) bwankoff@kpmg.com Barbara is a Human Resources and Diversity and Inclusion professional with more than 25 years of experience. With the firm since 2000, she has focused on initiatives to drive KPMG s best culture = best people strategies. Barbara leads our efforts on diversity, with a specific focus on gender diversity, including the firm s work/life programs and culture of flexibility. Barbara started in the firm s Center for Learning and Development (now the KPMG Business School), where she designed leadership and other firmwide training programs and moved to Workplace Solutions in From , she also led the firm s corporate social responsibility programs. In 2010 she was recognized by the Families and Work Institute with the Work/Life Legacy Award and in 2013 by Working Mother Media with the Ted Childs LifeWork Award.

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