February 2015 Columbus Chapter, Association of Legal Administrators COLUMBUS CHAPTER NEWS February 2015 Gold Sponsors Affinity Consulting Group Commercial Works Express Employment Professionals Silver Sponsors ComDoc Precision Discovery Ricoh Ritter’s Office Outfitters Robert Half Legal Bronze Sponsors Fireproof LexisNexis Equity Sponsors AMO Office Products Kinol Sharie Leyh & Associates Legacy Maintenance Services Premier Office Movers Rippe & Kingston LLC On-Line Sponsors Canon Solutions America, Inc. GoGreen Business Products Veritrak Systems, Inc. Media Sponsor Encore Delivery Systems The Columbus Chapter, Association of Legal Administrators, appreciates the support of our Business Partners. Business Partners are Vital to Our Success. Visit our Business Partner page on the Columbus Chapter website: www.alacolumbus.org Visit the Business Partner Resources tab on the ALA website: www.alaent.org 2 February 2015 3 February 2015 IN THIS ISSUE: ARTICLES 9-11 16 Resources: ALA Information Future Proofing Your Back Office Operation By Rob Mattern In this continued age of economic uncertainty and transition for law firms, the back office and support services functions have become an increased target of opportunity. Firms are thinking more strategically about how to reduce and recover back office costs, increase efficiency, and implement newer technologies, all while maintaining or increasing services to the end users. This is indeed a tall order for any firm to achieve. ALA 2015 Educational Offerings 18 ALA Updates 19 ALA Volunteer Opportunities 6 Knowledge: Articles Future Proofing Your Back Office Operation Retention Interviews 9-11 16 Business Partner Information Retention Interviews By Mel Kleinman First, a retention interview is not a performance appraisal; it is not about how the person is doing his or her job. It is not a job satisfaction or employee engagement survey. A retention interview is about what the company is doing (or not doing) that frustrates their top performers. Affinity Consulting Ad 7 Business Partners 2 Commercial Works Ad 3 Express Employment Professionals Ad 5 Chapter Information 2015 Columbus Chapter Meeting Dates 15 Chapter Officers 20 Committee/Event Chairs 21 Ed Schultz 13 Election of Officers 17 Meeting Minutes 12 Member Anniversaries 11 Member Change Form 23 Partner Lunch Partner Lunch Reservation Form 24 Photos from the January Chapter Meeting 22 Scholarship Program Speaker Recap Upcoming Events 4 6 17, 25 14 8 February 2015 5 February 2015 PARTNER LUNCH Tuesday, February 24, 2015 Don’t forget to invite your partners to our annual Partner Luncheon on Tuesday, February 24, 2015, beginning at 12:00 pm at the Columbus Club, 181 E. Broad Street, Columbus. Each member may bring two partners free-of-charge. The deadline to RSVP is February 18, 2015. We are pleased to announce that our speaker will be Dr. Roger Blackwell, who will discuss “Helping Law Firms Grow Revenues by Helping Business Clients Grow from Small Firms to Large Fortunes,” based on his new book Saving America: How Garage Entrepreneurs Grow from Small Firms to Large Fortunes. Dr. Blackwell is an established writer and educator with an extensive career in educating people on how to grow their business. The reservation form can be found at the end of this newsletter. We hope to see you at this year’s Partner Lunch. ALA Leadership Volunteer Opportunities The Association of Legal Administrators is seeking volunteers to serve on the following committees: Association Nominating Committee: The Association Nominating Committee (ANC) is responsible for selecting individuals for each vacant position on the ALA Board of Directors in the coming year. Regional Nominating Committee: The Regional Nominating Committee (RNC) is responsible for selecting individuals to fill Regional Representative positions that will be open in the coming year. The RNC will also identify alternate candidates who could serve in these positions if a selected individual withdraws or if a vacancy occurs during the term of office. Human Resources Conference Planning Committee: This committee plans the educational content for the annual Human Resources Conference for Legal Professionals. Interested parties should complete the application on the ALA website and submit to ALA Committees no later than March 16, 2015. 6 February 2015 7 February 2015 UPCOMING EVENTS M ARCH 2015 F EBRUARY 2015 Sat Sun Mo Tue We Thu 1 2 3 4 5 6 7 1 2 3 4 5 6 7 8 9 10 11 12 13 14 8 9 10 11 12 13 14 5 6 15 16 17 18 19 20 21 12 15 16 17 18 19 20 21 22 23 24 25 26 27 28 22 23 24 25 26 27 28 29 30 31 Sun Mo Tue We Thu Fri 5—Thursday—3:00 PM ALA Webinar Leadership Styles (Clarified!) 18—Wednesday—3:00 PM ALA Webinar Partner Compensation: Developing Effective Compensation Plans 23-24—Monday/Tuesday ALA Managing Partner/Executive Director Forum Aloft Orando Downtown, Orlando, FL 24—Tuesday—3:00 PM ALA Webinar Balancing Risks & Benefits: A Fresh New Approach to IP Outsourcing Fri A PRIL 2015 Sat 3—Tuesday—3:00 PM ALA Webinar Power Editing and Inside Grammar: Enhancing Your Credibility with Colleagues 6-7—ALA Association Leadership Institute Hilton Rosemont, Rosemont, IL 18—Wednesday—3:00 PM ALA Webinar Building Engagement & Motivation in Your Team 26—Thursday—12:00 PM Chapter Board Meeting Ice Miller LLP Sun Mo Tue We Thu Fri 2 3 4 7 8 9 10 11 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 2—Thursday—3:00 PM ALA Webinar What the Future of the Legal Profession (Really) Holds 15—Wednesday—3:00 PM ALA Webinar Succession Planning: Is Your Firm Financially Prepared? 21—Tuesday—8:00 AM Chapter Breakfast Meeting Kegler Brown Hill & Ritter 65 E. State Street, Suite 1800 2014 in the Rearview Mirror—an Employment Law Retrospective Larry Feheley, Speaker 30—Thursday—12:00 PM Chapter Board Meeting Barnes & Thornburg LLP 24—Tuesday—12:00 PM Columbus Chapter Annual Partner Lunch The Columbus Club 181 E. Broad Street, Columbus Helping Law Firms Grow Revenues by Helping Business Clients Grow from Small Firms to Large Fortunes Dr. Roger Blackwell, Speaker 26—Thursday—12:00 PM Chapter Board Meeting Ice Miller LLP *ALA’s 2014 Webinars are being provided in conjunction with the West LegalEdCenter. If you would like to host a webinar, and at least five chapter members attend, the Columbus Chapter will pay for the webinar. Please contact Sara Leech at [email protected] if interested. 8 Sat 1 February 2015 Future Proofing your Back Office Operation for the Next Five to 10 Years By Rob Mattern I n this continued age of economic uncertainty and transition for law firms, the back office and support services functions have become an increased target of opportunity. Firms are thinking more strategically about how to reduce and recover back office costs, increase efficiency, and implement newer technologies, all while maintaining or increasing services to the end users. This is indeed a tall order for any firm to achieve. Firms have increasingly learned the importance of significantly driving costs downward through a competitive request for proposal process; now is the time to also prioritize this momentum by additionally controlling and decreasing costs going forward. As neutral consultants, Mattern & Associates is exposed to every kind of back office scenario, including both outstanding in-house operations and equally outstanding outsourcing operations. We’ve noticed that the outstanding in-house operations we’ve seen do three key things: Law firm decision makers now need to consider how the systems they put in place today will function strategically in five to 10 years. According to the Altman Weil Law Firms in Transition Survey 1. 2014, many firms realize that they need to plan better for their future: 2. “Since the recession, when law firms were planning in six month or one year increments (if they were doing so at all), the planning outlook has stretched out again. Sixty-nine percent of firms now say they have a basic planning horizon of three to five years.” The best way to guarantee that the work you do today will be relevant far into the future is to “future proof” your outsourcing contracts and the associated services that support these areas. This means structuring your contracts and services so that the work you do today is in place in five to 10 years, even with changing demands and market conditions. Firms that fail to do so risk relapsing back into service mediocrity and/or perhaps most damaging, escalating costs. 3. Pay their people competitively for the position; Procure their equipment and technology intelligently; and Proactively manage the operation. Unfortunately, most in-house operations fail in one or more of these areas. If this is the case, outsourcing might very well be the right solution. Rather than ceding control over operations, as some firms may fear, we’ve found that a proven benefit of outsourcing is that it places you in the driver’s seat, with the ability to maintain, control and decrease costs. Of course, this is possible in-house as well, but it can be much more difficult to accomplish while dealing with the potentially sensitive staffing and labor aspects of the operation. Contract Structure The contract structure you have in place is paramount to keeping your outsourced situation competitive. Too many firms select a vendor and simply just renew after the initial term without 9 first checking market pricing. Based upon the data from the Request for Proposal processes we have run for firms that did not seek competitive proposals during their last renewal, the average savings these firms achieved by going through a competitive renewal process for their current contract is in excess of 30%. In order to structure your contract correctly, what’s included is just as important as seeking the best terms and prices. As Peter Drucker stated, “you can’t manage it if you can’t measure it.” Your monthly or quarterly reporting package should always include a detailed analysis of volumes, headcount, service levels and recommendations based on this data. Your contract should include the following. Monthly and Quarterly Reporting Quarterly Scorecard Process Based upon the agreed-upon performance standards, every contract should have a scorecard with penalties. Obviously the goal is not to collect the penalties, but rather to make sure the vendor is keeping its eye on the ball. Vendors will argue that penalties are counter-productive and prevent them from focusing on solving the issue (yes, a vendor actually argued this point). In actuality, if a vendor is doing its job correctly, it should welcome a scorecard process because it protects the vendor from instances of one-off complaints (e.g., “yes we did make a mistake but our on-time performance is 99.99%”). It Continued on page 10 February 2015 Profit Building Future ProofingBand-aids Your BackforOffice Troubled Operations, Firms, continued continued from from Page Page 14 9 Is a quarterly reminder of how the vendor is performing, and if it is performing well and creating additional opportunities with the client. Guaranteed Implementable Yearly Savings Every contract should have yearly savings goals with penalties for the vendor to deliver implementable savings. If a vendor is doing its job, it should constantly be monitoring your operation and services to find ways to reduce your costs. This may involve modifying service levels, adjusting volumes and changing equipment configurations. If your vendor is not bringing these document recommendations to your attention, you have to consider that it is not doing the best job for you. Capped Yearly Price Increases with Options Every contract should contain a capped yearly increase keyed off of CPI. In addition, this increase should only apply to the labor aspect of the contract if it is an outsourcing contract. Too many firms allow increases across all areas that are — for example, equipment leases. Another area to consider is an optional fixed labor contract. Part of the outsourcing vendor’s responsibility and sales pitch is that it manages the labor force it supplies as part of the agreement. Too many vendors are not proactive in this regard and are either placing warm bodies to fulfill the contract, or not promoting good employees up through the ranks, thereby increasing your labor costs. A good vendor should be constantly recruiting and placing talented, trained people into your operation, allowing the vendor to promote its most experienced (heavily compensated) people out of your account into more substantial roles in its organization or other accounts, and replacing them with lower-compensated employees—in other words, managing its workforce to keep your costs static. Granted there are other factors (healthcare, etc.) that may warrant increases, but by removing the salary component, we are addressing the largest aspect. Flexibility The concept of flexibility without cost in regards to services, labor, volumes and equipment is another key component of your contract. Part of future-proofing is setting your firm up to adapt to any future disruptions in technology or changes in the market without increasing costs or interfering with operations. Services You should be able to add or delete services at any time throughout your contract, and your costs should be adjusted appropriately, preferably with unit costs already outlined in your contract. Labor Firms outsource labor in order to get out of the business of managing the labor. Why would you agree to severance or any penalties associated with that outsourced labor force? You should be able to add or delete labor at any time through the contract at your discretion. Volumes Your contract should be structured so that it accurately reflects the services provided on a month-to-month basis. This means a zero-based contract for equipment or any outsourcing contract that contains equipment. Stay away from minimums, regardless of the certainty of hitting the volumes. Equipment This is another area where maintaining flexibility and control is crucial. A portion of your equipment fleet should be able to be added, deleted or right-sized at any time throughout the life of your agreement. To accomplish this, you should avoid signing leases, or if you do, there should be a percentage of the fleet (30%-40%) that can be managed. Will vendors offer this up without being asked? No. Will there be a slight cost for this flexibility? Yes, but it will be less expensive over the long run if you are forced to buyout equipment due to an office closing or your volume decreases. Continued on Page 11 10 February 2015 Future Proofing Your Back Office Operations, continued from Page 10 Semi-Annual Compliance Reviews According to Gartner, “70% of outsourcing engagements fail and 90% fail to reach their financial goals.” How many times have you gone back and revisited a contract you negotiated and updated it or made sure the original projected savings came true? These semi-annual reviews can be invaluable in determining if what you thought was going to work is, in fact, working and delivering the savings to the firm and services to the end user you originally scoped. Early Renewals In professional sports, when an athlete signs a contract and has a good year, sometimes that athlete re-negotiates his contract due to the fact he “outperformed” it. For law firms, if your targeted spend rate is $1 million dollars a year in office supplies, and you execute a five-year agreement, and hit that $5 million spend in year three—you should absolutely look at an early renewal. Will the vendor approach you first? Chances are it will not, because the pricing it submitted to you was based on your spend level, not at the higher rate at which you currently run. When shouldn’t you? When a vendor approaches you and you still have years left on your contract and your services and volumes have stayed the same. Vendors push clients to renew early because they want to dissuade you from talking to other vendors and comparing pricing and terms. In fact, they will do everything in their power to keep you from checking the market. What is the vendor worried about? If its pricing is fair, it is doing a good job and its terms are competitive, the vendor should have nothing to fear from an open competitive request for proposal process. The vast majority of contracts that law firms sign should be out to bid every time they come up for renewal due to the basic fact that they are not structured to maintain costs for an extended period of time. Conclusion When was the last time a vendor came to you and said that it was able to modify services without impacting the end users and, in addition, reduce its price without you approaching it first? Probably when Nixon was still in office. If your contract is structured correctly, the mechanisms are still in place, and you are managing it effectively, then the vendor will have no choice but to do it on a proactive basis. To guarantee that the work your firm does today will be relevant tomorrow, you need to future-proof your contracts. Each individual situation is different, but by structuring your contract correctly and maintaining it properly, you will be two huge steps toward that goal. Rob Mattern, a member of the Law Journal Newsletters Board of Editors, is President and Founder of Mattern & Associates, LLC. Mattern & Associates assists law firms in developing an unbiased strategic direction for their business processes while improving both the cost-effectiveness and the recovery of expenses for these services. For more information on Mattern & Associates, visit matternassoc.com, check out their blog, matternoffact.com, or follow them on Twitter @MatternOfFact. ALA February Anniversaries: Marty Eisenbarth Beth Hoeft Mo Keifer 15 years 7 years 13 years 11 February 2015 J AN U A RY 2 0 , 2 0 1 5 Chapter Meeting Minutes January 2015 Chapter Meeting Minutes January 20, 2015, Luncheon Meeting at Barnes & Thornburg Attendees: 14 members in attendance – Kelly Coholich, Jack Green, Brandi Hahn, Denise Herald, Beth Hoeft, Lisa Justus, Michele Martin, Lori Muetzel, Jane Ossege, Kathy Rosenberry, Jennifer Rosengrant, Cara Tammaro, Becky Von Ohlen, Donna Williams Business Partner Guests: Gordon Pepper, President, and Don Grubenhoff of Ritter’s Office Outfitters Non-Member Guest: Mario Napoli from Isaac Wiles, Jason Womack Speaker—Rob Mattern, President at Mattern & Associates Vice-President Kelly Coholich welcomed everyone to the meeting. Don Gruebenoff and Gordie Pepper from Ritter’s were introduced and thanked for hosting the event. Don spoke about the company and products they offer. Ritter’s is a local company headquartered in Mansfield and employee-owned. Ritter’s Office Outfitters supply office furniture, kitchen supplies, office products and promotional products. A motion was made to approve the November chapter meeting minutes. Minutes approved by Beth Hoeft, seconded by Jennifer Rosengrant. Kelly informed the members to be aware of the location for the upcoming events. Other law firms have committed to host monthly chapter meetings therefore the location will vary. Upcoming Events: th ♦ Partners Lunch – February 24 @ The Columbus Club – Speaker Roger Blackwell ♦ Business Partner Event – March - Date and Venue TBD st ♦ Chapter Meeting – April 21 – Breakfast @ Kegler Brown th ♦ Chapter Meeting – May 19 – Lunch @ Hahn Loeser th ♦ Clippers Game – July 30 - Reserved larger suite Kelly reminded the members to read the newsletter, it is a good resource full of valuable information. She also suggested to members to reach out to any of the board members if they have any questions regarding ALA. Kelly Coholich introduced speaker Rob Mattern. Topic for presentation Strategic Expense Management and Successful Cost Recovery. Respectfully Submitted, Lisa A Justus, Secretary 12 February 2015 ED SCHULTZ I t is with sadness that we report the passing of Ed Schultz on Saturday, January 24, 2015. Ed was President of the Columbus Chapter, ALA from 1996-1997 and stayed active and involved in the Chapter following his retirement from Vorys Sater Seymour and Pease LLP. Ed was a good friend to the Columbus Chapter. He had a great sense of humor, referring to himself as the “Revenue Enhancement Manager” when doing collection work at Vorys. The story of Ed almost being left behind on a dinner cruise at the ALA Annual Conference in Boston will long be remembered. The Columbus Chapter will be making a donation in Ed’s memory. 13 February 2015 J AN U A RY 2 0 , 2 0 1 5 Speaker Recap Strategic Expense Management & Successful Cost Recovery January 2015 Chapter Meeting Speaker Recap January 20, 2015, Luncheon Meeting at Barnes & Thornburg Rob Mattern is president and founder of Mattern & Associates LLC, a consulting firm dedicated to decrease law firm overhead expenses through developing in house and outsourcing strategies which streamline support services and increase net billable realization of soft cost recoveries. Highlights from presentation: Typical soft cost recovery = 40%-50% What cost is resisted the most, legal research Hard costs have an average 90% recovery rate Strategies for Expense Management: Create more value with contract negotiation ♦ Ask for signing incentives ♦ Extend length of contract, 3-5 years ♦ Know the costs in your contract, (i.e. don’t pay permanent withdrawal fees for storage) ♦ Yearly incentive savings ♦ Use RFP to negotiate ♦ Have to ask to receive Eliminate Inefficiencies: ♦ Staff; Look at back office functions, evaluate if they are needed, can outsource move to different location ♦ Equipment capacity; Identify if equipment is truly needed, is it at full capacity ♦ Review antiquated practices Evaluate & Coordinate Cost Recovery: ♦ Know the impact of cost recovery; Increase billable % vs. decrease expense will put more money in your pocket. ♦ Track larger clients cost recovery; Can identify costs to improve recovery percentage ♦ Outsource vs. in house; Clients will generally pay hard costs so turn soft costs into hard costs ♦ Look at location for back office services, is there a more cost effective solution Monitor Contracts: ♦ Know your contract costs going forward, 3-7 years (i.e. records) 14 February 2015 2015 COLUMBUS CHAPTER MEETING DATES (dates and locations subject to change) Date Meeting Type Venue/Speaker/Topic 24—Feb (Tuesday) 12:00 pm Partner Luncheon Columbus Club Dr. Roger Blackwell, Speaker Helping Law Firms Grow Revenues by Helping Business Clients Grow from Small Firms to Large Fortunes March (date TBD) Member/Business Partner Event TBD 21—April (Tuesday) 8:00 am Breakfast Meeting Kegler Brown Hill & Ritter Larry Feheley, Speaker 2014 in the Rearview Mirror—An Employment Law Retrospective 19—May (Tuesday) 12:00 pm Luncheon Meeting Hahn Loeser Jeff Young, Speaker LinkedIn 16—June ( Tuesday) 8:00 am Breakfast Meeting Barnes & Thoruburg Camille Habayeb, Speaker The State of Records Management in the Legal Industry 30—July (Thursday) First pitch 12:05 pm Columbus Clippers Outing Huntington Park 18—August (Tuesday) 8:00 am Breakfast Meeting Ice Miller 22—September (Tuesday) 12:00 pm Luncheon Meeting Hahn Loeser 20—October (Tuesday) 8:00 am Breakfast Meeting Barnes & Thornburg 17—November (Tuesday) 12:00 pm Luncheon Meeting Barnes & Thornburg 15—December (Tuesday) 4:30 pm Holiday Gathering TBD LETTERS TO THE EDITOR We value your comments/suggestions and even your submissions. After all, this is your Newsletter! If you would like to write a Letter to the Editor, make a suggestion that would enhance the newsletter, or would be willing to write an article for the newsletter (either about a committee event or an educational topic that would be of interest to our members), please e-mail Cindy Wesney, Newsletter Editor at: [email protected]. 15 February 2015 RETENTION INTERVIEWS Mel Kleinman First, a retention interview is not a performance appraisal; it is not about how the person is doing his or her job. It is not a job satisfaction or employee engagement survey. A retention interview is about what the company is doing (or not doing) that frustrates their top performers. If you’d like to create your own retention interview, here are a few pointers to keep in mind: 1. A retention interview is not about talking to everyone. It is about talking to the key people you want to keep on-board. 2. One purpose of this interview is to make the people you talk to feel important and included. 3. It has to be a conversation, not a form to fill out. 4. Create your question set. (You may be hesitant to ask some of those suggested below, but better to ask before they leave than trying to close the barn door after the horse is out.) Why did you leave your last employer? Why did you take this job (or come to work for us) in the first place? Is your job living up to your expectations? Is it better or worse than you thought? How has the job/department/company changed since you joined us? Is it better or worse now? In your opinion, what is the dumbest or least sensible company rule or policy? If we could do one thing to make your job easier or help you be more productive, what would it be? What is the one thing about your job that frustrates you the most? On a scale of 1—10, how would you rate the company’s management team? Why did you give them that rating? Fill in the blank for me: “I would start looking for another job if _________________.” What would it take for one of our competitors to hire you away from us? Now, identify your key players and schedule what may well prove to be some very enlightening conversations. Mel Kleiman, Certified Speaking Professional, is an internationally recognized consultant, author, and speaker on strategies for hiring and retaining the best hourly employees. He is the president of Humetrics, a leading developer of systems, training processes, and tools for recruiting, selection, and retention of the hourly workforce. Mel is also the author of five books, including the best selling “Hire Tough, Manage Easy.” You can reach Mel at (800) 218-0930 or (713) 771-4401, mel@melkleimancom or www.kleimanhr.com. 16 February 2015 C ongratulations to Kathy Rosenberry who won the Chapter’s scholarship to attend the ALA Conference & Expo in Nashville in May. Kathy’s name was drawn from among those members who met the chapters criteria and were interested in attending the conference. If you don’t know how our scholarship program works, take a look at the last page of this newsletter. You too can be on your way to earning enough points to have a chance to win a scholarship to one of ALA’s conferences. The more you participate in Chapter activities, the more points you earn. The more points you earn, the greater the chance that you will be one of the top 15 Columbus Chapter members in terms of your participation in chapter events. One name is then drawn from those 15 participants to win paid registration to the annual conference, and another name drawn for paid registration to one of ALA’s fall conferences. It’s easy to earn points—for example you’ll earn 4 points just for attending the Partner Lunch on February 24! For more information about the scholarship program contact Kelly Coholich at [email protected]. ELECTION OF OFFICERS The Columbus Chapter, ALA election of officers for the 2015-16 chapter year will be held at our networking event in March. If you’ve ever considered getting more involved in your local chapter, here’s your chance! We will be installing the 2015-16 officers, including a new Secretary, for the term beginning April 1, 2015. You are welcome to contact any board member, listed on page 20 of this newsletter, to get more details about roles, timeline, and responsibilities. The only “official” criteria for becoming a board member, per the terms of our by-laws, is that you must be a current, Regular member of the Association of Legal Administrators and must have been a member of the Association for at least one year at the time of the election (which will occur in March 2015). That’s it! Otherwise, we’re looking for someone who is active in the chapter, is enthusiastic, has great ideas, has a commitment to the chapter, and a willingness to serve. If you think you want to throw your hat in the ring, please contact Janie Jude-Askew at [email protected]. 17 February 2015 18 February 2015 ALA UPDATES Join Anytime for a Full Year of Webinars. Get a webinar subscription any time of the year—and enjoy a full year of 32 webinars packed with essential education. Whether you renew your current subscription or start a new one, you get 12 consecutive months of learning from the date of purchase. With a new price of $450, your subscription will pay for itself in three webinars—with even more benefits. To sign up go to http://www.alanet.org/webi Law Firm Leadership Forum: The Managing Partner/ Executive Director Forum, February 23-24, 2015, in Orlando, is now open for registration. This new educational event is a partnership between ALA and Nesso Strategies. Its goal is to help elevate the working relationship among law firm leadership, essential for success in the new legal marketplace. For more information or to register, visit http://www.alanet.org/ mpedforum/. 2015 ALA Member Needs Survey: Want to help ALA improve its current programs and services and develop new benefits that will help you succeed? All you need is 15 minutes and your ideas. Please complete the survey, emailed to you on January 15, by February 17, 2015. Email [email protected] with questions. 2015 ALA Conference & Expo: Leading the Business of Law: The 2015 ALA Conference & Expo is scheduled for May 17-20 at Music City Center, Nashville, TN. The Keynote Speaker is Alison Levine, a polar explorer and mountaineer. She served as team captain of the first American Women’s Everest Expedition, climbed the highest peak on each continent and skied to both the North and South Poles, a feat known as the Adventure Grand Slam, which fewer than 40 people in the world have achieved. Look for more details in the upcoming months. 19 February 2015 2014-15 Columbus Chapter Board EDITORIAL POLICY The Columbus Chapter News is published monthly for the education and benefit of legal administrators. It is not published for the purpose of rendering legal, accounting, or other professional services or advice. Nothing contained in this newsletter should be construed as legal, accounting, or other professional services or advice. Reprint of articles contained in this newsletter requires the written permission of the Editor of the Columbus Chapter News. SARA LEECH President Ice Miller LLP 614.462.5042 [email protected] KELLY COHOLICH Vice President Barnes & Thornburg LLP 614.628.1430 [email protected] ALA MISSION STATEMENT JENNIFER ROSENGRANT Treasurer Kegler Brown Hill & Ritter, Co LPA 614.462.5449 [email protected] The Association of Legal Administrators’ (ALA) mission is to promote and enhance the competence and professionalism of all members of the management team; improve the quality of management in law firms and other legal services organizations; and represent professional legal management and managers to the legal community and to the community at large. LISA JUSTUS Secretary Hahn Loeser & Parks 614.233.5162 [email protected] JANIE JUDE-ASKEW COLUMBUS CHAPTER, ALA MISSION STATEMENT Immediate Past President Brosius, Johnson & Griggs, LLC 614.464.3563 [email protected] The Columbus Chapter, Association of Legal Administrators, provides educational and networking opportunities to administrators with varied legal backgrounds in the Central Ohio area. We are committed to increasing awareness and building relationships, upholding the integrity of our profession, giving back to our community, contributing to the ongoing training of our membership, and supporting one another in our chosen careers. KAREN A. SCURLOCK Vice President of Membership Calfee, Halter & Griswold LLP 614.621.7767 [email protected] CYNTHIA L. WESNEY Vice President of Communications Bricker & Eckler LLP 614.227.8962 [email protected] BETH HOEFT Vice President of Business Partner Relations Fishel Hass Kim Albrecht LLP 614.221.1215 [email protected] 20 February 2015 Committee/Event Chairs Community Service Sonja Kondas, Chair ........................... 614.224.5205 Peck, Shaffer & Williams [email protected] Jane Ossege ....................................... 614.233.5154 Hahn Loeser & Parks LLP [email protected] Angela Vecchio .................................. 614.223.9321 Benesch, Friedlander, Coplan & Aronoff [email protected] Past Presidents’ Council Janie D. Jude-Askew, Chair ................ 614.464.3563 Brosius, Johnson & Griggs, LLC [email protected] Public Relations Cynthia L. Wesney, Chair .................... 614.227.8962 Bricker & Eckler LLP [email protected] Region 3 Representative Randall P. Headley, CLM, Chair .......... 614.229.3256 Bailey Cavalieri LLC [email protected] Business Partner Programming: Beth Hoeft, Chair................................ 614.221.1216 Fishel Hass Kim Albrecht LLP [email protected] Janie D. Jude-Askew .......................... 614.464.3563 Brosius, Johnson & Griggs, LLC [email protected] Salary Survey Janie D. Jude-Askew, Chair ................ 614.464.3563 Brosius, Johnson & Griggs, LLC [email protected] Membership/Mentoring Karen A. Scurlock, Chair ..................... 614.621.7767 Calfee Halter & Griswold LLP [email protected] Kelly Coholich ..................................... 614.628.1430 Barnes & Thornburg LLP [email protected] Michele Martin .................................. 614.280.1127 Weston Hurd LLP [email protected] Social Media Jennifer Rosengrant, Chair ................. 614.462.5449 Kegler Brown Hill & Ritter Co., L.P.A. [email protected] Website/Online Membership Directory Marty Eisenbarth, Chair ..................... 614.227.8888 Bricker & Eckler LLP [email protected] Randall P. Headley, CLM ................... 614.229.3256 Bailey Cavalieri LLC [email protected] Cynthia L. Wesney ............................. 614.227.8962 Bricker & Eckler LLP [email protected] Newsletter Cynthia L. Wesney, Chair ................... 614.227.8962 Bricker & Eckler LLP [email protected] Partners’ Event Janie D. Jude-Askew, Chair ................ 614.464.3563 Brosius, Johnson & Griggs, LLC [email protected] 21 February 2015 PHOTOS FROM THE JANUARY CHAPTER MEETING L to R: Kathy Rosenberry, Donna Williams, Denise Herald, and Mario Napoli Kelly Coholich and speaker Rob Mattern Jennifer Rosengrant with our friends and meeting hosts from Ritter’s Office Outfitters 22 February 2015 Columbus Chapter Partner Lunch Tuesday, February 24, 12:30 pm, at the Columbus Club Columbus Chapter Member Change Form If any of your information changes, please complete this form in its entirety and e-mail or fax to: Cynthia L. Wesney, Newsletter Editor, Bricker & Eckler LLP, E-mail: [email protected] and Jennifer Rosengrant, Treasurer, Kegler, Brown, Hill & Ritter Co., L.P.A. E-mail: [email protected] Name: ______________________________________________________________________________ Title: ______________________________________________________________________________ Firm: _______________________________________________________________________________ Address: ____________________________________________________________________________ City, State, Zip: ______________________________________________________________________ Telephone Number: ___________________________ Facsimile: _____________________________ E-mail: _____________________________________ Number of Attorneys: ____________________ 23 February 2015 2015 COLUMBUS CHAPTER PARTNER LUNCH Helping Law Firms Grow Revenues by Helping Business Clients Grow from Small Firms to Large Fortunes Tuesday, February 24, 2015—12:00 pm Dr. Roger Blackwell is Principal of Blackwell Business Advisors in Columbus, Ohio, helping small firms grow into large ones. After retiring from an award-winning career as Professor of Marketing at The Ohio State University, he currently serves as consultant to business and professional organizations developing strategies for increased growth and profitability. He is the coauthor of Consumer Behavior, now in its tenth edition, used in multiple languages by business firms and universities throughout the world. He also wrote Customers Rule! And From Mind to Market and other books pioneering the process of changing supply chains to demand chains and adapting digital techniques to brisk-and-mortar operations. The Columbus Club 181 E. Broad Street, Columbus, OH 43215 Each chapter member may bring two partners free-of-charge. Cost for members and additional guests is $35 per person Roger received his Ph.D. from Northwestern University and B.S. and M.S. degrees from the University of of Missouri. In addition to teaching in both the Fisher College of Business and the Medical College at Ohio State, he was Visiting Professor at Stanford University, lectured on six continents around the world and has written over 100 scholarly and trade journal articles. His newest book is Saving America: How Garage Entrepreneurs Create Jobs While Building Fortunes for Families and Investors. Financial Management Human Resources Management PARTNER LUNCH SPONSORED BY: Please RSVP to Jennifer Rosengrant, [email protected], no later than Wednesday, February 18, 2015 (please include the names of your partners/guests, including any dietary restrictions, when you RSVP) Legal Industry/ Business Management Operations Management Collect Buckeye Leaves and be on your way to being entered in a drawing to win a scholarship to ALA’s national conference or a fall educational conference (scholarship amount will not exceed the actual cost of the early-bird registration fee). Activities must occur in current calendar year. Buckeye Leaves Possible Qualifying Event Attend Monthly Meetings* 2 Attend Partners’ Luncheon 4 Bring a Partner to the Partners’ Luncheon 2 Renew Chapter Membership 2 Serve on the Board 5 Serve on a Committee* 3 Chair a Committee* 5 Attend Chapter Social Event* 2 Attend Community Challenge Event* 3 Attend Past Presidents’ Annual Workshop/Seminar 3 Refer a New Member (must join chapter) 5 Write Educational Article for Newsletter* 3 Take CLM Exam 5 Pass CLM Exam 10 Refer a Business Partner (must purchase business partner sponsorship) 5 Total Buckeye Leaves Awarded TOTAL POINTS AWARDED *Points awarded per activity The Chapter board will compile points during the year. The top 15 members with the most Buckeye leaves will be entered into a drawing for the ALA Annual and Fall conferences. Annual conference drawing will occur at the January chapter meeting; fall conference drawing will occur at the June chapter meeting Member must be in good standing at time of drawing and the conference, and must plan to attend the conference. Committee chairs and members must be active and accomplish the goals of the committee. For more information contact Kelly Coholich at [email protected].
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