MANAGING PARTNER. SUMMITPRESENTED BY: Vinoy Renaissance Resort & Golf Club

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1 Vinoy Renaissance Resort & Golf Club September 15-16, 2011

2 WHAT IS THE MANAGING PARTNER SUMMIT? This Fall, join other TAGLaw Managing Partners (MPs) in St. Petersburg, Florida for our 2nd Managing Partner Summit. This program has been specifically designed for TAGLaw MPs to provide a non-competitive environment which facilitates effective roundtable discussions among mid-sized firms who face the similar firm management issues. The topics for the round table discussions will be guided by results on a survey sent out prior to the summit. We are fortunate to have John Smock and Peter Giuliani of Smock Sterling Strategic Management Consultants to moderate the roundtable discussions and also give two presentations on firm management related topics. Listed below are a few statements from past summit attendees. I hope to see you in September. Regards, Robert U. Sattin President TAGLaw TAG Academy TIAG rsattin@taglaw.com It provided a unique opportunity to review in detail with peers the issues important to law firm management without concerns about competition. - Past Attendee It s really the most effective way for mid-size firms to communicate on these issues. Plus there s a certain amount of trust between the firms that makes MPs more willing to share their thoughts. - Past Attendee Very well done, touched on many issues and summarized relevant analysis on them. - Past Attendee

3 AGENDA Pre-Summit Attendee response to a very brief web-based survey to prioritize the issues to be discussed Thursday, SEPTEMBER 16th Dinner for attendees and guests Welcome by Peter Appleton Jones (TAGLaw Chairman & Founder) and Bob Sattin (TAGLaw President) Friday, SEPTEMBER 17th Opening Presentation by John Smock (Smock Sterling) Issue #1 Managing Partner Roundtable* Morning break Issue #2 Managing Partner Roundtable* Lunch Afternoon Presentation by Peter Giuliani (Smock Sterling) Issue #3 Managing Partner Roundtable* Issue #4 Managing Partner Roundtable* Closing Session What Have We Learned and How Will It Impact My Firm Management? Cocktails and hors d oeuvres * The issues in roundtables #1, #2, and #3 will be guided by the results of the web-based survey of participants and #4 will be an open session; Smock Sterling will prepare a series of talking points to serve to initiate the managing partners discussions.

4 PRESENTED BY: SUMMIT SPEAKER John Smock is a Partner with and the co-founder of Smock Sterling Strategic Management Consultants ( and the leader of our law and professional services firm management consulting practice. He has nearly 41 years of experience as a management consultant with functional specialties in strategic management and planning and overall professional service firm management as well as strong experience and credentials in a wide variety of commercial industries. Examples of John's experience relevant to professional service firms follows: John S. Smock Partner 900 North Shore Drive Suite 256 Lake Bluff, IL P: (847) F: (847) jsmock@smocksterling.com He has directed and/or participated in over 350 assignments for law firms of all sizes, with a focus on larger firms. Examples of consulting assignments include: - Development of firmwide strategic plans for a wide range of national and regional multi-office law firms using Smock Sterling Strategic Management Consultants' proprietary planning methodology, FOCUS - Internal and external analysis of multi-office practices of law firms resulting in management improvement steps, practice-wide strategic plans, and/or marketing programs - Review and analysis of firmwide and practice group organizational, managerial, and governance structures and development of specific recommendations to improve effectiveness - Evaluation and revision of partner compensation systems and partnership structures. John has also been heavily involved in law firm mergers and combinations merger criteria development, candidate search and evaluation, strategic due diligence, assistance in negotiation and structure (e.g. new firm strategic plan, partner compensation, etc.), and combined firm integration. He, like our firm, does not ask for or expect a success fee for this counsel. John provides short term advisory consulting services to the CEOs, Executive Directors, and firm managements of a wide range of professional service firms he has served over the years. Additionally, he has widely written and spoken on law and professional service firm management topics and has conducted numerous retreats and management planning sessions for firms and other professional groups. He was one of the originators and developers of an internationally and industry-leading methodology for strategic planning and management (FOCUS). It has been proven to be particularly effective in the law and professional service firm partnership environment. As the leader of a number of management consulting practices in Chicago, Florida, Texas, Washington D.C., and in specific industries, John has achieved remarkable results in building practice size and capability and developing the professional staff. Prior to founding Smock Sterling, John spent over sixteen years with Arthur Young (ten as a partner) and, prior to that, three years with Cresap, McCormick & Paget. At Arthur Young, he served as Managing Partner of the Arthur Young/Chicago Consulting Group, National Director of General Management Consulting, Managing Partner of the Gulf Coast Consulting Group, National Director of Marketing in the National Office in New York, Director of Management Consulting for the Florida Practice, and National Director of Criminal Justice Services in Washington, DC. John has a B.S. in Economics from Villanova University and an M.B.A. with a Finance Concentration from the University of Chicago Graduate School of Business. He is a Fellow in the College of Law Practice Management and a Certified Management Consultant. John also served as a regular commissioned officer in the United States Navy on surface ships and in combat on the rivers of Vietnam.

5 PRESENTED BY: SUMMIT SPEAKER Peter Giuliani is a Partner at Smock Sterling Strategic Management Consultants. His law firm management experience spans more than 40 years, both as a management consultant to law firms and other professional service firms (33 years), and as Executive Director of Cummings & Lockwood, a 180-lawyer law firm based in Stamford, Connecticut (7 years). His functional specialties include strategic planning; financial management and law firm economics, administrative and technology infrastructure planning; strategic mergers, acquisitions, and divestitures; and practice group management. Examples of Peter s consulting experience are as follows: Peter A. Giuliani Partner 29 Weston Rd. Weston, CT P: (203) F: (203) pgiuliani@smocksterling.com He has directed, conducted or participated in more than 350 consulting assignments for law firms or corporate law departments involving such matters as: - Development and implementation of strategic plans - Analysis and consultation on strategic mergers, acquisitions and divestitures - Review and restructuring of partner compensation and performance evaluation - Design and implementation of law firm organization, management, and practice group structures - Analysis and redesign of partnership retirement and buy-out plans, including valuation of partners interests - Design and implementation of multi-tier partnership structures Peter has also served as expert witness in over twenty litigation matters involving valuation of partnership interests, determination of reasonable compensation, measurement of lost profits, and other matters. He is the principal author of two extensive monographs on financial management of law firms published by the American Bar Association. In addition, he has published more than 25 articles on legal management topics. A frequent public speaker, Peter has given more than 75 presentations to professional service groups. During the seven years in which he served as Cummings & Lockwood s first-time Executive Director, Peter led and/or supported processes that resulted in: A revised associate track and formal two-tier partnership program A new structure and process for setting Income and Equity Partner compensation The conversion of the firm to an LLC with a complete revision of the Firm s governance structure The reorganization of the firm into two operating divisions and market focused practice groups The acquisition and divestiture of practices and offices The formation of an ancillary business for purposes of licensing firm-proprietary software. Prior to joining Cummings & Lockwood, Peter was a consultant with four major consulting firms. He spent five years as Vice President and CFO of Altman Weil and five years as a Partner in Pensa International, a firm that he helped found and that merged with Altman Weil in He was a Principal and Partner at Arthur Young, where he also served as National Director of Legal Consulting Services. He began his consulting career in 1968 at the New York Office of Price Waterhouse. Peter has an A. B. in Economics and Philosophy from The College of the Holy Cross and an MBA in Managerial Economics and Finance from Cornell University. He is also a Certified Public Accountant (inactive status) and a Certified Management Consultant. In 1998, Peter was elected a Fellow of the College of Law Practice Management in recognition of his career-long dedication and contribution to improving the management of law firms.

6 LOCATION Come to the TAGLaw headquarters in sunny St. Petersburg, Florida...the city that holds the Guinness World Record for most consecutive days of sunshine (a stretch lasting 768 days that began in 1967), has the largest city marina in the United States, and has 244 miles of shoreline. Attractions: Located in the Greater Tampa Bay area, there is much to do in the Sunshine City of St. Petersburg. Visitors can soak up the sun at the beach, play a round of golf (or two), browse through a world-class museum or stroll along streets lined with graceful Mediterranean-style architecture. There are six museums in St. Petersburg alone, including the Florida International Museum (a Smithsonian Institution affiliate), a Museum of Fine Arts, the Salvador Dali Museum, the Florida Holocaust Museum, and the recently opened Chihuly Collection. Also consider one of the many opportunities to see one of Tampa Bay s professional sports teams. Whatever your taste, St. Pete offers everything under the sun. Visit St. Pete s nearest neighbor, Tampa a city with its own identity and cultural pulse. There are theme parks, zoos and a plethora of additional shopping centers. Busch Gardens, the Lowry Park Zoo and the Florida Aquarium are just minutes away.

7 HOTEL & TRAVEL HOTEL Vinoy Renaissance St. Petersburg Resort & Golf Club Address: 501 5th Avenue NE St. Petersburg, Florida, USA Toll Free: Local: Fax: Reservations/Rates: A block of rooms has been reserved at the Vinoy Renaissance St. Petersburg Resort & Golf Club. Please call +1 (888) and mention Appleton Group, Inc. when booking your room to receive the special conference rate of $ per night (expires 08/15/11). Transportation Air Travel Tampa International Airport - Though the Tampa Bay area has several serviceable airports, Tampa International Airport (TPA) is the most accommodating for domestic and international flights. For more information visit St. Petersburg / Clearwater International Airport - A smaller airport which has flights from smaller regional airports. For more information visit From the Airport Transportation to the Hilton from the Tampa International Airport is available by using either a taxi, (between $40-50 one way), or the Super Shuttle (approximately $25 one way and you will need to make a reservation at least 24 hours in advance; call ). It takes about 30 minutes to go from the Tampa International Airport to the Vinoy by taxi. The Super Shuttle takes a little bit longer as it makes several stops at various hotels. For limousine service, you may call Elizabeth Limousine at or the Vinoy Hotel at

8 REGISTRATION Attendee and Guest Information Attendee Name: Attendee Title: Firm Name: Attendee Address: Guest Name: Pricing INFORMATION (Prices are in U.S. Dollars.) PRICE QUANTITY SUBTOTAL Managing Partner Summit Attendee (per person): $ x 1 = $ Guest Dinner and Museum Tour (per person): $ x = TOTAL COST: If you plan on bringing a colleague who is in line to be a managing partner, please complete a second registration form and apply a 20% discount for the second person. Payment Information Payment by Credit Card: Card Type: Visa MasterCard American Express Full Name on Card: Payment by Wire Transfer: Please contact Jacky Breeden at jacky@taglaw.com or for wire transfer information. Card #: Expiration Date: / Address: Authorized Signature: Please complete and fax to Jacky Breeden at