Marcie Borgal Shunk is President & Founder of The Tilt Institute, specializing in helping firms shepherd significant transformation. Marcie trains and coaches leadership teams and emerging leaders to create dynamic plans, shift mindsets and motivate action. She combines the principles of leading change with deep analytical experience in the business of law to give her clients a comprehensive toolkit to apply to ever-changing challenges and opportunities. Marcie also co-founded and piloted The Leadership Institute with John “The Purple Coach” Mitchell to prepare law firm leaders to lead through dynamic change.
Marcie is an outspoken proponent of change and is quoted in leading legal publications globally including Bloomberg, The American Lawyer, Law360, Practice Innovations, The Legal Intelligencer. She speaks regularly at industry events including CFO/COO Forum, Marketing Partner Forum, Legal Value Network, CI in the Modern Law Firm, Law Firm Profitability and various Managing Partner roundtables.
Marcie is a Fellow of College of Law Practice Management, an ALM Intelligence Fellow, Faculty Member of Executive Institute on Inclusion, Board Member of BizDev Gals and former board member of Legal Marketing Association. She holds numerous certifications including cultural assessments through Human Synergistics International and Smart Collaboration Accelerator. She graduated Harvard University in 1996.
Jackie is McCarter & English’s Chief Financial Officer, directing all aspects of the firm’s financial operations, including billing, collections, budgeting, financial analysis, and financial reporting. She is responsible for supporting the firm’s Executive Committee by providing data and analysis to assist in their operational and strategic decision making. In addition Jackie is responsible for implementing new financial technology solutions to improve our responsiveness to client needs. Prior to joining McCarter, she was a Senior Audit Manager at Deloitte & Touche LLP. For 11 years she advised CFO’s and senior leadership on audits, compliance, and streamlining internal controls to improve their profitability. Jackie is a certified public accountant, receiving her BA in Accounting from the University of Michigan.
Vice President & General Manager, LRUS Legal Markets
Ken Crutchfield Vice President & General Manager, LRUS Legal Markets
Ken Crutchfield leads the Legal Markets Group and is responsible for setting the vision and strategic approach with a focus on developing leading digital products. The Legal Markets Group within Wolters Kluwer Legal & Regulatory U.S. provides legal professionals across a wide range of markets with expert content and analysis and leading workflow solutions.
Ken brings three decades of experience to his new role. Prior to joining Wolters Kluwer Legal & Regulatory U.S., he was the Senior Vice President & General Manager for the Bloomberg Tax Technology division of Bloomberg BNA. Crutchfield also served in executive-level positions at organizations including Thomson Reuters and LexisNexis. Throughout his career, he has successfully led the growth of multiple businesses in varying industries, including tax & accounting and legal.
Ken earned an MBA from Wright State University and holds a B.S. degree in Electrical Engineering from The Ohio State University.
Sam Davenport Director, Business Innovation and Finance
Davis Wright Tremaine LLP
Sam Davenport is the Finance Director for Davis Wright Tremaine. Sam started with DWT by building and managing the De Novo team--an internal team of service delivery consultants--which won multiple national innovation awards from ILTA, FT Times, and others. He then joined Finance to reorganize the large group and to improve daily operations. He is an executive who has done tours in strategy, marketing, operations, and finance. Sam has a JD from Rutgers and four project management credentials including PMP and legal project management certifications. He writes and presents on the areas of law firm profitability, innovation, and high-performing teams.
Wayne Hassay began private practice in 1991 as a civil litigator. He is now the managing partner of Maguire Schneider Hassay, LLP, in Columbus, Ohio. He currently serves on the Board of Directors of the American Bar Association affiliated Group Legal Services Association for the 2019-2021 term. His law firm serves as a provider firm for the legal service plan, LegalShield.
As managing partner of MSH, his mission is to bring innovation and technology to the practice of law for the benefit of clients. The philosophy is to broaden access to justice by using technology in a way that helps clients afford the legal services they need. Wayne believes this will achieve the best possible result for his clients, while making their experience as stress-free as possible and improve law firm success.
Pieter van der Hoeven Senior Director, Business Development
Pieter van der Hoeven is Senior Director of Business Development at Litera and has over 15 years of experience in legal and technology. He also co-founded Clocktimizer, which was acquired by Litera in 2021. Clocktimizer is an award-winning legal technology solution that helps law firms to understand who is doing what, when, where, and at what cost. Am Law 100 firms use Clocktimizer to make data driven decisions around matter management, budgeting, and pricing. Before starting Clocktimizer in 2014, Pieter was an M&A lawyer at DLA Piper and earned his MBA from Rotterdam School of Management and IE Business School. Pieter can be contacted at email@example.com
Tom is BigHand's Managing Director, Iridium Products. Tom has been focused on business intelligence and profitability for law firms for over 25 years. He founded Iridium Technology in 2009, and the company was acquired in 2022 by BigHand. Prior to Iridium Technology, Tom worked for ADERANT for 13 years, with most of his tenure as the Product Manager for ADERANT's business intelligence offering. Tom is a regular presenter at ILTACON, LVN, and has been the Conference Chairman for the ARK BI and ARK Profitability conferences for the past five years. He has published numerous white papers and articles on law firm BI. He has a B.S. in Computer Science from University of California, Santa Barbara, and was selected as the outstanding Computer Science student in his graduating class. He lives in Reno, Nevada with his wife and two sons. All of the Jones family members are avid skiers, fitness nuts, golf crazy, and love to travel.
William Josten Manager of Strategic Enterprise Content
Thomson Reuters Institute
Bill Josten is a Manager of Strategic Enterprise Content for the Thomson Reuters Institute. Bill’s work focuses primarily on issues of interest to high-level decision makers in the legal market, including law firm managing partners and C-Level officers, as well as corporate general counsel. Much of Bill’s research and writing focuses on issues related to law firm profitability, the future of the legal business, and law firm/client relationships. During his time with Thomson Reuters, Bill has also worked as a pricing and profitability consultant, providing insight into some of the innovative approaches firms are using to change the ways costs are recovered and matters are priced. Bill has worked in account management for large law firms and as a Reference Attorney, and prior to joining Thomson Reuters, Bill was an attorney in private practice as well as a law clerk at the Minnesota Court of Appeals.
Courtney M. Landon is the Chief Operating Officer for Lathrop GPM. As an attorney and a certified public accountant, Court brings a unique and innovative perspective to his administrative role within the firm.
Court is responsible for the day-to-day management of the firm’s finances, business operations, administrative personnel, and facilities. He also serves as a business adviser, working with the Managing Partner and the Executive Committee on the development and execution of the firm’s strategic plan. Prior to assuming the role of COO in 2017, Court was legacy firm Lathrop Gage’s Chief Financial Officer. He is based in the firm’s Chicago office.
With nearly 20 years of experience in finance, accounting and law, Court has successfully led financial and operations strategies for multiple professional services companies, including two AmLaw 200 law firms.
Court earned his Juris Doctor from the Chicago Kent School of Law and a Bachelor of Arts degree in business administration from Loyola University in Chicago. A Certified Public Accountant, he is actively involved in the American Institute of Certified Public Accountants and the Illinois CPA Society, as well as both the Illinois and Chicago Bar Associations. Court serves on the board of the Association of Legal Administrators, Chicago Chapter.
Core member of firm’s leadership team and advisor to the Managing Partner and Management Committee. Oversees and maintains responsibility for the financial and risk functions of the firm and acts as the firm’s strategic business advisor. Former Chief Financial Officer and Executive Director with solid accounting and operations background with demonstrated success working in the legal industry. Skilled in Leadership, Mentorship, Financial Analysis and Reporting, Project Management, Client and Vendor Relations, Strategic Planning, Budgeting and Forecasting, Contract Negotiation, and Strategic Human Resources and Recruiting. Respected professional with a Bachelor’s Degree in Leadership with dual minors in Political Science and Management from Northeastern University.
Keith Maziarek Director of Pricing and Legal Project Management
Katten Muchin Rosenman LLP
Keith Maziarek has been building and leading legal services pricing/legal project management/profitability functions since 2009. He is currently Director of Pricing and Legal Project Management at Katten Muchin Rosenman LLP, where he is responsible for building and scaling the firm’s formal pricing and legal project management functions. This includes the development of tools, processes and methodologies focused on establishing consistency in the firm’s pricing strategy, efficiency in the delivery of services, profitability monitoring and institutional best practices related to delivering and maximizing client value. His work includes both internal and client-facing duties, with the goal of establishing contemporary solutions to common financial and operational challenges in the interactions between law firms and client legal departments.
Prior to joining Katten, Keith served as Senior Director of Client Value for Perkins Coie LLP, where he focused on working closely with the legal operations executives at the firm’s top clients to establish strategic pricing arrangements, implement customized communication/collaboration tools and efficiency solutions, improve performance monitoring and reporting and establish useful key performance metrics.
Keith’s career in strategic pricing and client collaboration in the legal sector began at DLA Piper LLP, where he served as the firm’s first Head of Strategic Pricing. There he developed, implemented and managed the firm’s strategic pricing, profitability and legal project management functions during the very early days of what is now a new profession in the industry. Complementing this role, he previously worked in strategic business development and marketing, through which he established a deep understanding of clients’ business needs and priorities.
Keith is a Board Member and Officer of Legal Value Network, a legal operations, pricing/project management and process improvement industry group focused on evolving the legal service delivery model. He has authored several published articles on the topics of pricing, client value, collaboration and efficient service delivery in connection with his work in this area, and speaks regularly at industry conferences. He is a past co-chair of the annual P3 Conference, the industry’s largest annual event addressing transformation in the legal industry related to pricing, project management and process improvement. Further he is a past co-chair of the LMA’s Client Value Shared Interest Group, and is designated as an Accredited Legal Pricing Professional (ALPP) from the True Value Partnering Institute.
Keith earned his M.B.A. from the Kellogg School of Management at Northwestern University, with majors in Management and Strategy, Managerial Economics, and Analytical Consulting, and a B.S. in Business Management from the University of Illinois-Chicago.
Mark Medice is a Principal at LawVision and leads the Financial Performance and Data Science Practice. He has over 20 years of leadership experience providing and applying data solutions to the most pressing challenges facing law firm leaders. Mark spent over 10 years at Thomson Reuters, where he launched and led the Peer Monitor program. During that time, he created the Peer Monitor Index (PMI), which is widely used throughout the legal industry. Immediately prior to LawVision, Mark led new initiatives around analytics and metrics at Intapp.
Law firm leaders rely on Mark’s unparalleled experience in financial competitive intelligence and benchmarking, predictive analytics, industry performance, rates, pricing trends and strategy, profitability, and other critical issues facing firms today.
Paul Saunders Chief Innovation Officer and Partner
Paul is a lawyer with a background in business, IT and finance that specialized M&A and project management on large corporate transactions before taking on his current role as Stewart McKelvey’s first Chief Innovation Officer and Partner. Paul oversees the Firm’s process improvement, pricing, and legal project management functions. He was instrumental in the development and ongoing support and maintenance of the Firm’s intranet, document automation platform, profitability model, financial dashboards, and partner compensation process. Paul offers consulting services to the Firm’s clients in process improvement, application development, and document automation and to other law firms in financial data analysis, profitability modelling and partner compensation redesign.
Andrew Sprogis is Katten's Chief Innovation Officer. Previously, Andrew was the firm's Executive Director and he uses this operational expertise and knowledge base to turn future-facing ideas into practical reality. Andrew and his team enable the firm's attorneys, business professionals and clients to make the most of an innovative approach to law and business just as the industry is undergoing an accelerated transformation. Everything Andrew and the Innovation Team do is aimed at finding new ways to offer the best client experience possible. The Team is able to achieve results by reviewing processes, making changes where necessary and leveraging technology as needed.
Andrew earned an MBA from the University of Chicago and Bachelor of Arts from Northwestern University, which he attended on an Evans Scholarship.
Rob Stote Managing Director - Profitability Products
Rob Stote – is the VP/Managing Director of Profitability Products at BigHand. Rob started his career in legal as a principal and founder at Whitehill technologies as a Senior Software Developer and Architect leading the development teams on the Billing and Business Process Management software solutions. In 2006 Oracle acquired Whitehill. While at Oracle Rob transitioned to the role of Director of Product Management and began to oversee a portfolio of products specializing primarily in Finance and Financial Systems for legal, establishing the go-to-market and sales strategy for both the domestic, and international markets. In 2011 Rob joined Thomson Reuters Elite. During his 5 years at Thomson Reuters he assumed the role of Director of Product Management and Sales for solutions focusing on the Proforma/Pre-Bill Process, E-Billing and Document Production. In his last two years at Thomson Reuters, moved over to assume control of Firm Central, a cloud-based Time & Billing system offered by Thomson Reuters. In 2016 Rob left to start DWReporting in North American focusing on Business Intelligence and Matter Pricing . DWReporting was acquired By BigHand in 2018.
Tom Van Der Moere is the Chief Financial Officer at Neal, Gerber & Eisenberg LLP, a Chicago-based law firm with 130 lawyers, where he oversees the financial operations of the firm including the areas of accounting, treasury management, planning / analytics / business intelligence, practice economics and strategic pricing, financial and operating systems, data analytics and new business acceptance and risk management. Tom has expertise in professional service firm administrative and financial management, performance and compensation analysis, financial and operational analysis and modeling, strategic planning, process development and re-engineering, firm/project profitability and risk management, and business intelligence. He also has significant financial experience with public and private companies in professional services, energy, and manufacturing industries. Tom has an MBA from the University of Chicago Booth School of Business and an MS in Accounting and Business Management from the University of Tulsa.