About Lucratic Method
Providing Practical Transformation for an Evolving Market
Lucratic Method is a consulting firm providing guidance on strategic and operational business initiatives to elite professional services organizations. The firm's offerings focus on the revenue and cost levers that drive sustainable growth and successful financial outcomes for service providers and their clients.
Support provided is based on universal management principles that fuel healthy commercial enterprises across all industries. Our approach is crafted from judgment and perspective curated over more than two decades of experience designing, building, launching and managing impactful projects across a range of core disciplines specifically relevant to professional services businesses.
The pace of change in the sector requires data-driven decisions rooted at the intersection of management science, market economics and commercial strategy. In a landscape characterized by consolidation of competitors and paradigm-shifting technologies, applying these disciplines with precision is a practical imperative for any organization seeking sustainable competitive advantage.
Building a thriving enterprise begins with alignment, creating harmony between the value delivered to clients and the operational structures that enable it. Stronger financial returns, deeper client relationships, and more rewarding careers await the firms and leadership teams with the vision to embrace practical change and pursue the opportunities presented by the dynamic marketplace.
Areas of Expertise
Strategic Pricing & Profitability Management
Strategic Pricing & Profitability Management
Strategic Pricing & Profitability Management
Develop sustainable pricing and fee negotiation strategies, model successful alternative fee arrangements, and revolutionize the revenue process. We help firms improve profitability by establishing consistent brand/market positioning, and implementing systematic approaches to scoping, budgeting and matter monitoring.
Data Strategy and Innovation
Strategic Pricing & Profitability Management
Strategic Pricing & Profitability Management
Data holds great value, but first you need to collect and maintain great data. We assist with data collection and utilization strategies, technology requirements assessment and implementation planning, AI/automation use case identification, and change management, creating competitive advantage using their information assets.
Practice Operations and Change Management
Strategic Pricing & Profitability Management
Practice Operations and Change Management
Assess utilization patterns, streamline workflows, enhance productivity, and map growth strategies through team composition modeling. From resource management and team collaboration to performance metrics and process design, we help firms evolve their use of talent and capabilities to operate more efficiently and effectively.
Strategic Planning and Growth Initiatives
Building Teams and Professional Development
Practice Operations and Change Management
Define your firm's growth opportunities and execution plans for achieving them. We facilitate strategic planning processes, support lateral targeting/vetting/integration, improve proposal development, formalize succession planning, and help leaders motivate teams to embrace their competitive strategy.
Client Value and Collaboration
Building Teams and Professional Development
Building Teams and Professional Development
Elevate how you serve clients, differentiate your practice and frame your value proposition. From intake and onboarding processes to communication protocols and satisfaction measurement, we help firms deliver exceptional client experiences that drive retention and referrals.
Building Teams and Professional Development
Building Teams and Professional Development
Building Teams and Professional Development
Build high-performing teams and a thriving firm culture. We support talent development, leadership coaching, compensation and incentive design, and organizational structure optimization to help firms attract, develop, and retain exceptional legal professionals.
How We Work
Project-Based Consulting
Ongoing Advice & Fractional Leadership
Training, Coaching & Mentoring
For firms with clearly defined challenges or initiatives, we offer focused project engagements with specific deliverables and timelines. This approach is ideal for discrete projects such as implementing a new practice management system, redesigning your client intake process, developing a strategic plan, or conducting a comprehensive operational assessment.
Each project begins with a scoping phase to ensure alignment on objectives, approach, and success metrics. We work efficiently to deliver actionable results while minimizing disruption to your daily operations.
Training, Coaching & Mentoring
Ongoing Advice & Fractional Leadership
Training, Coaching & Mentoring
Build internal capabilities through customized training programs and one-on-one coaching. We offer workshops on topics such as project management for lawyers, financial management essentials, effective leadership practices, and business development skills. Training can be delivered virtually or in-person, tailored to your firm's specific needs and experience levels.
For firm leaders, we provide executive coaching and mentoring to support leadership development, strategic thinking, and effective decision-making. This includes working with managing partners, practice group leaders, and attorneys transitioning into management roles.
Ongoing Advice & Fractional Leadership
Ongoing Advice & Fractional Leadership
Ongoing Advice & Fractional Leadership
Many firms benefit from continuous access to strategic and operational guidance without the overhead of a full-time executive. Our fractional advisory services provide regular touchpoints, strategic counsel, and implementation support on a retained basis.
This flexible model allows firms to tap into senior-level expertise as needed—whether for a few hours monthly to serve as a sounding board for firm leadership, or more intensive engagement to drive specific initiatives while providing ongoing operational oversight. Fractional support is particularly valuable during periods of transition, growth, or organizational change.
Experienced Leadership
Keith Maziarek | Principal
Keith Maziarek has nearly 25 years' experience building sophisticated business functions in the legal services industry. As a change agent, he applies proven business strategies and economic principles to help professional services organizations overcome structural and cultural challenges and operate like mature commercial enterprises. Areas of expertise include competitive strategy, profitability models, process design, client collaboration, revenue cycle optimization, business intelligence tool development and data analytics frameworks, among others. He has curated these skills at prominent firms such as DLA Piper, Perkins Coie, and most recently, Katten Muchin Rosenman.
Keith is a frequent speaker and published author in the commercial legal services industry. He is a co-founder and Advisory Board member of Legal Value Network and a Fellow in the College of Law Practice Management. Keith earned an M.B.A. from the Kellogg School of Management at Northwestern University, and a B.S. in Business Management from the University of Illinois-Chicago.
Authored Publications
Don't Believe the Hype: Cost Savings Will Remain Elusive in the Gen AI Era
The American Lawyer | November 10, 2025 | Read the Article
Despite the overwhelming anticipation of cost savings in legal services thanks to AI-enabled workflows, that will only be the case for commoditized categories of work that can be largely automated. In the case of more complex work, AI is better positioned to deliver value to clients in the second most sought after value driver, budgetary certainty. This is because complex work is no cheaper or less valuable when enabled by modern AI capabilities, but it is able to reduce the variability of cycle times, outputs and results, and likely even enable higher-quality results to be generated. In this article, I explore this sometimes divisive topic and outline some of the economic drivers and value-generating factors of relevance. I also include a practical hypothetical to illustrate the principles at play in a more real-world scenario.
The AI Pricing Dilemma: Where Client Value and Firm Profitability Intersect
The American Lawyer | July 23, 2024 | Read the Article
There has been a lot of prognosticating about how law firms will need to price work as more manual labor is replaced by tech-augmented workflows (notice I didn't say replaced by technology alone, because that doesn't seem a likely scenario). If you break projects down into component pieces and think about the variables and probabilities of different outcomes associated with each, a few intuitive models for pricing present themselves that leverage the attributes of each component piece. But some of those components can no longer lean on the inputs element of production as that is not an accurate reflection of the utility and value of the outcome of that workstream. This is a problem for law firms, however, because that has historically been the engine of profit generation. Herein lies the inevitable dilemma for pricing professionals and law firm partners in this new landscape...and in reality, it's equally a dilemma for clients as they have almost unanimously struggled to untether effort from impact when it comes to services.
A very important implication of this dilemma is the redefining of where price and value intersect--and spoiler alert, it isn't where the fees for a reduced number of hours x hourly rate lands. In the old "fast - good - cheap" model, you can only pick 2, and if good isn't negotiable and fast is a given, guess what you don't get?
Why the Future of Talent Management Could Look Very Different
The American Lawyer | May 1, 2024 | Read The Article
In an article for The American Lawyer I discuss the transformative impact of generative artificial intelligence (AI) on the legal services industry. The potential of these technologies to replace a significant amount of manual work traditionally done by junior attorneys will inevitably mean law firms will need to make substantial modifications to operating models. Because the changes required to implement this technology are novel and complex, particularly in the professional services sector, they will likely result in changes in a number of areas, including talent recruitment, professional development and retention measures.
A closely related dimension of the topic is the increasing role of data scientists and technology experts, as the future of legal services is likely to involve a more robust blend of AI technology, legal expertise and data science.
Annual Legal Pricing and Project Management Survey Report
Legal Value Network + The Blickstein Group | Read the Survey Reports
In each edition of the Annual Legal Pricing and Project Management Survey Report, my co-authors and I have selected a few key themes in the changes taking place in and forces impacting the law firm/corporate client relationship. This is the only survey in the industry that compares law firm and corporate legal department executive perspectives on common issues and challenges side-by-side to identify commonalities and disconnects.
Clients Benefit from Law Firm Expense Growth
Law360 | August 8, 2019 | Read the Article
Reviewing law firm direct and indirect cost growth trend data trends from the last 10 years or so reveals a relatively stable market equilibrium growth for both cost driver categories. Given the obsessive attention to cost reduction strategies that began as a result of the economic crisis of 2008, it would appear that the reflected levels hovering around the 3% mark can be interpreted to mean that firms have found an effective strategy for capital deployment that enables them to maintain the requisite service quality levels clients expect. However, this number contradicts a common refrain from clients that law firms' expenses grow too much, and should not exceed the US national inflation rate. Here I explore the unanticipated negative implications clients would experience if suppressed expense growth to the often-cited national inflation level of 2%. The true solution to this problem is not cutting costs, but rather collaborating to define priorities, agree on strategy and optimize service delivery.
Using AI for Time-Entry Analytics to Support Pricing Functions
Thomson Reuters, Legal Executive Institute | March 15, 2019 | Available on Request
Law firm time data exists in various states of disarray, but there is great potential in the analytical value of this information if it can be structured and harnessed to yield meaningful qualitative and quantitative pictures of how each workflow or deliverable was staffed and executed. Once this code is cracked, the utility of the insights gained cannot be exaggerated. I was asked to explore how time entry data analysis is being approached and enabled by technology vendors in the space. My goal was to illustrate the different approaches--structuring data at the capture phase or processing and making sense of unstructured data post-capture. There are many angles to this topic, but I hope this provides a practical exploration of at least the fundamental concepts related to the topic.
What Fare is Fair? - 2017 Robert P. Wilkins Award for Best Feature Article
"Law Practice Magazine", American Bar Association | Feb 1, 2017 | Available on Request
Approximately 10 years into the legal industry business management renaissance, this article details contemporary themes in strategic pricing of legal services, and outlines the dynamics at play in client/firm fee negotiations and bidding exercises. Both basic and more complex concepts are covered, with the hope that the article will offer something for readers of all levels of sophistication.
The Mechanics of Law Firm Profitability
The Ark Group | Nov. 1, 2016 | View the Book
I authored Chapter 2 in this book, entitled, "The 'every dollar is a good dollar' fallacy – The difference between good and bad revenue". This chapter details the destructive effects of chasing revenue for revenue's sake, while ignoring the important considerations that profitability can bring to making pricing and client acquisition decisions. A common phenomenon in the contemporary legal services sector, the chapter illustrates the common symptoms of this practice, and provides guidance on how to position a practice or firm to simultaneously optimize their margins and the value delivered to clients through their provision of services.
Risk and Certainty in Legal Fees: Two Sides of the Same Coin
Iberian Lawyer | May 25, 2013 | Read the Article
Briefly touching on the dynamics of risk sharing pricing models, and how they can help to actually provide certainty and mutual benefit for clients and service providers alike. My thanks to my colleague and co-author Craig Rasile for bringing this publication opportunity my way.
Making AFAs Work by Leveraging Project Management
Law360 | September 24, 2012 | Read the Article
Following-up on our narrative accounts of the changing pricing and profitability landscape in the legal services industry, Law360 was good enough to publish this subsequent piece dealing with executing against pricing, which focuses on general concepts of project management. Look for our next article in 2013, in which Harry and Kathy will be introduced to some new influencers in the pricing game--corporate procurement departments.
Where Rubber Hits Road: Examples Of Alternative Fees
Law360 | May 10, 2012 | Read the Article
A follow-up article to the original AFA piece I co-authored with Bill Rudnick that was published in Law360. This article outlines the dynamics of non-hourly pricing models and how they can be crafted to meet the objectives of both client and firm.
Arguments Against Fixed Fees, And Why They're Myths
Law360 | August 13, 2010 | Read the Article
The first article on the topic of alternative fees on that I co-authored with Bill Rudnick, we sought to take a more light-hearted approach to addressing some of the most common arguments people use against offering AFAs. This one was a lot of fun to write for obvious reasons, if you read it. Definitely a different approach, the credit for which all belongs to Bill. I was a huge fan of it when he explained it to me--hope people enjoyed this departure from the serious tone of most other pieces on this subject.
Contact Us
Industry Groups and Leadership Roles
- Co-Founder, Advisory Board Member, Past Officer, Legal Value Network
- Co-Host, “Off the Clock” podcast, Legal Value Network | Listen Here or On All Major Platforms
- Co-Author, Law Firm Pricing and Project Management (LPPM) Survey, Legal Value Network + The Blickstein Group
- Fellow, College of Law Practice Management
- Advisory Board Member, The LegalTech Fund Summit, 2026
- Conference Committee Member, LVNx Conference, 2020 - Present
- Planning Committee Member, LVNx Conference, 2020 - Present
- Planning Committee Member, P3 Conference 2014 - 2020
- Co-Chair, LMA Client Value Shared Interest Group, 2018 - 2019
- Co-Chair, LMA P3 Annual Conference for 2015 and 2016 events
- Member, ACC Legal Operations Committee’s Law Firm/Client Collaboration Pilot Group 2016 - 2018
Speaking Engagement Archive
- ABA TECHSHOW, Panelist, "Transforming Gut Feelings to Hard Facts with Data Analytics", Chicago, March 27, 2026
- ALM Legal Week, Panelist, "RFP 3.0: How Firms and Clients Co-Create AI-Powered Proposals and Pick Winners", New York, March 10, 2026
- Hinshaw & Culbertson, Legal Malpractice and Risk Management Conference, Panelist, "The Implications of AI on Legal Fees, Billing, and Law Firm Economics", Chicago, March 4, 2026
- BigHand, Panelist, "Matter Pricing: Building Client Trust in an AI-Driven Market", Virtual, February 10, 2026
- The Legal Tech Fund, TLTF Summit, Panelist, “The AI Effect on Law Firm Economics“, Austin, TX, November, 12, 2025
- Knowledge Management & Innovation, Panelist, “The AI Conversation: When Innovation Collides with Client Expectations, Value, and Transparency”, New York, NY, October 23, 2025
- The Legal Tech Fund, Legal(tech) Briefs Podcast, Guest, “Law Firm Revenue Leakage”, October 9, 2025
- Legal Value Network, LVNx Conference Experience, Co-Presenter, “Confronting the Tough Moments - Working as a Team of Stakeholders to Solve Difficult Business Issues“, Chicago, September 24, 2025
- Legal Value Network, LVNx Conference Experience, Co-Presenter, “Beyond the Math: Essential Skills to Price Legal Services in the AI Era“, Chicago, September 24, 2025
- LawVision Group, Panelist, “Strategic Pricing Survey Results”, Virtual, September 16, 2025
- WoltersKluwer, Panelist, "The Changed Playing Field: Delivery and Pricing of Legal Services in the Midst of AI Innovation", Chicago, IL, June 18, 2025
- BigLaw Life Podcast, Guest, "Talent Management Implications in the Next Generation of Service Delivery", June 18, 2025
- Pioneers and Pathfinders Podcast, Seyfarth Shaw LLP. Stephen Poor, Co-Host/Guest, May 15, 2025
- Sandpiper Partners, 5th Annual Pricing, Profitability and AI Conference, Panelist, "Pricing, Fees & Rates, and Project Management", Chicago, IL, May 14, 2025
- Sandpiper Partners, 14th Annual Pricing, Profitability and AI Conference, Moderator, "Pricing, Fees & Rates, and Project Management", New York, NY, April 8, 2025
- American Lawyer Media, LegalWeek, Panelist, “Law Firm Economics: Billing, Value, and Client Expectations”, New York, March 27, 2025
- Legal Innovation Spotlight Podcast, Infodash, Guest, March 24, 2025
- Decipher Investigative Intelligence, DTER Annual Conference, Co-Presenter, “Profitability through Operational Success”, Chicago, October 30, 2024
- Thomson Reuters ANZ/Chilli IQ, Instructor, “Future Billing Masterclass”, Sydney and Melbourne, Australia, October 15 and 17, 2024
- Legal Value Network, LVNx Conference Experience, Co-Presenter, “Survey Says! Legal Pricing and Project Management in the Age of AI - Results of the 2024 LPPM Survey”, Chicago, September 20, 2024
- Legal Value Network, LVNx Conference Experience, Co-Presenter, “This Wasn’t On the Bar Exam: Helping Attorneys Navigate the Business of Law”, Chicago, September 19, 2024
- Inside Practice, Strategic Pricing Conference, Panelist, "Pricing Innovation: Futures, Innovation, AI and the Art of the Possible", Virtual, July 25, 2024
- Haistack.ai, Panelist, "How AI is Transforming Legal Recruiting", Virtual, July 18, 2024
- Pioneers and Pathfinders Podcast, Seyfarth Shaw LLP/J. Stephen Poor, Guest, May 17, 2024
- Ark Group, National Summit on Law Firm Operations, Co-Presenter, “Maintaining Profitability During Times of Rising Costs”, Brooklyn, NY, May 2, 2024
- Legal Value Network, Presenter, “Ok, So Now What?: Reimagining Pricing and Profitability in an Efficiency-Enabled Market”, Virtual, April 23, 2024
- Sandpiper Partners, Panelist, “Resilient Law Firms Roundtable”, New York, NY, April 2, 2024
- Australian Managing Partners Forum, Presenter, “Analog to Digital: Reimagining Pricing and Profitability in an Efficiency-Enabled Market”, Virtual, March 13, 2024
- BigLaw Life Podcast, Guest, "Legal Pricing and Project Management for Lawyers", January 22, 2024
- Thomson Reuters Marketing Partner Forum, Panelist, "With Atlas in Hand: Exploring Cost Control-Pricing Strategies", Amelia Island, FL, January 18, 2024
- The American Lawyer, Panelist, "Billables and Budgets: Law Firm Financial Planning for 2024", Law.com Pro Monthly Webcast, October 12, 2023
- Legal Value Network, Co-Presenter, "The Next Frontier in Legal Pricing: AI Augmented Services", LVNx Conference, Chicago, IL, September 21, 2023
- Sandpiper Partners, Panelist, "Pricing, Profitability and Data Analytics Conference", New York, NY, May 4, 2023
- Fringe Legal Podcast, Guest, "Unlocking the Future of Legal Service Delivery", Virtual, May 3, 2023
- Legal Value Network, Co-presenter/Facilitator, LPPM Survey Virtual Summit, Virtual, April 5, 2023
- Practicing Law Institute, Legal Project Management Conference, panelist, "Applying Legal Project Management to Your Matters (Part 2): Learning New Approaches for Managing and Budgeting", New York, February 2023
- Thomson Reuters Institute Insights Podcast, Guest, "Discussion of the 2022 Legal Department Operations Survey", November 2022
- Legal Project Management Conference 2022, Panelist, "Profitability, Talent Shortage, Workload and Other Challenges", Virtual (Europe), June 2022
- Fringe Legal Podcast, Guest, "Value Based Pricing for Law Firms", June 2022
- Ark Group, Annual Law Firm Profitability Summit, Panelist, "Choosing Targets and Prioritizing Profitability Projects and Initiatives", Chicago, April 2022
- Ark Group, Annual Law Firm Profitability Summit, Co-Presenter, "Going Upstream: How Intake Data Can Fuel Your Value Proposition", Chicago, April 2022
- Legal Value Network, Facilitator, "Road Trip--Chicago", Chicago, April 2022
- Sandpiper Partners, Panelist, 10th Annual Profitability, Pricing and Data Analytics Conference, "What Clients Want—And Expect: How to Collaborate Effectively with Them", Virtual, March 2022
- Sandpiper Partners, Panelist, 10th Annual Profitability, Pricing and Data Analytics Conference, "Financial Discipline Makes a Difference: Trends in Profitability, Pricing and Using Data from Firms’, Clients’ and Advisors’ Viewpoint", Virtual, March 2022
- Legal Value Network, Co-Presenter, "LPPM Survey Virtual Summit", Virtual, March 2022
- Legal Marketing Association, LMA Annual Meeting, Co-Presenter, "Driving Pricing and Profitability Discussions Within Your Firm", Hollywood (FL), November 2021
- The American Lawyer, LegalWeek, Panelist, "Un-Boxing the Cost of Legal Services", Virtual, July 2021
- Sandpiper Partners, Panelist, Managing Law Firm Profitability, Pricing and Data Analytics Conference, "Using Data Analytics in a Pandemic Landscape and Beyond COVID", Virtual, July 2021
- Legal Value Network, Co-presenter, "The Future of LPPM (and Legal Ops): An LPPM Survey Webinar", Virtual, April 2021
- Sandpiper Partners, Panelist, "Ninth Annual Managing Law Firm Profitability, Pricing & Data Analytics Conference", Virtual, March 2021
- Legal Value Network, Co-presenter/Facilitator, LPPM Survey Virtual Summit, Virtual, March 2021
- Furia Rubel Public Relations, Guest, "On Record PR Podcast", Host: Jennifer Simpson Carr, February 2021
- Thomson Reuters, The 19th Annual Law Firm COO & CFO Forum, Panelist, "Bold Engineering: Innovations in Law Firm Pricing Models", Virtual, October 2020
- Sandpiper Partners, Panelist, “Managing Law Firm Profitability, Pricing and Data Analytics Conference”, Virtual, September 2020
- Legal Value Network, Co-Presenter, "Law Firm Economics 101: A Client-Focused Primer on the Drivers of Law Firm Performance," Virtual, August 2020
- UBS In-House Litigation Team, Presenter, "Pricing and Scoping Legal Projects", Virtual, July 2020
- UBS Outside Counsel Management Team, Presenter, "Pricing and Scoping Legal Projects", Virtual, June 2020
- LMA P3 Conference, Facilitator/Moderator, “Profitability Roundtable”, Virtual, June 2020
- Ark Group, Mechanics of Law Firm Profitability Conference, “Dimensions of Law Firm Profitability”, Virtual, June 2020
- Sandpiper Partners, Panelist, “Eighth Annual Managing Law Firm Profitability, Pricing and Data Analytics Conference”, New York, January 2020
- Digitory Legal, Guest, “Pricing Matters” Podcast, January 2020
- P3 Conference, Panelist, "Tenth Annual Legal Department Operations Survey Review", Chicago, June 2019
- LSSO, Peer Monitor Session, Panelist, "There’s Something Lurking in the Shadows: The Growing Disruption in the Legal Market and the Business Development Opportunities", Chicago, June 2019
- IFLP Innovation Module, Northwestern University Law School, Contest Judge, "Legal Tech Landscape", and "Knowledge Engineering for Automation" Workshop, Chicago, May 2019
- ILTA Virtual Roundtable, Panelist, "KM's Role in AFA's and Value Based Billing", March 2019
- ILTA Webinar, Co-Presenter, "The Crystal Ball Effect: How the Legal Industry is Mining Historical Matter Data to Predict the Future", February 2019
- Percipient, Presenter/Facilitator, "Innovation Roundtable", Chicago, February 2019
- TVPI Pricing Cohort Speaker Series, Co-Presenter, "Strategic Secondments Best Practices", November 2018
- ELM Conference 2018, Panelist, "Collaboration Between Law Firms and Clients", San Diego, November 2018
- Today's General Counsel Institute--"The Exchange" for Legal Operations, Panelist, "Key Parts to a Successful Legal Department - Defining the Value and ROI of Legal Reporting", Chicago, October 2018
- Technically Legal podcast with Chad Main, Guest, September 2018
- Buying Legal Council, North America Annual Conference 2018, Co-Presenter, "Airing of the Grievances: I Hate it When Firms/Clients ___", New York, September 2018
- ACC Legal Ops Conference, Panelist, "Measuring the Value of AFAs", Chicago, June 2018
- ACC Legal Ops Conference, Facilitator, "Client/Firm Project Collaboration", Chicago, June 2018
- LMA P3 Conference, Co-Presenter, "Whose Fault Is It?", Chicago, May 2018
- LMA P3 Conference, Co-Presenter, "Measuring Economic Value Delivered Through Legal Services", Chicago, May 2018
- LMA P3 Conference, P3/ACC Collaborative Roundtable, Facilitator, "Client/Firm Project Collaboration", Chicago, May 2018
- Blickstein Group, Law Firm Chair/Participant, “2017 Legal Department Operations Survey Roundtable”, New York, December 5, 2017
- Law Vision Group Practice Management Roundtable, Co-Presenter, “Fundamentals of Strategic Pricing, Budgeting, LPM and Competitive Bidding”, Chicago, June 14, 2017
- Clocktimizer, Panelist, “Is Your Firm Futureproof?”, Webinar, May 23, 2017
- LMA P3 Conference, Workshop Facilitator, “Hack to the Future”, Chicago, May 16, 2017
- LMA P3 Conference, Co-Presenter, “The Whole is Greater Than the Sum of the Parts: Clients and Firms Teaming Together for Success”, Chicago, May 16, 2017
- CLOC Institute, Co-Presenter, “Successful Client and Firm Collaboration: A Budget Building Workshop”, Las Vegas, May 9, 2017
- Ark Group Mechanics of Law Firm Profitability Conference, “Have Firms Seen a Return On Their Pricing Director Investment?: How Has the Function Impacted Profitability?”, San Francisco, April 5, 2017
- American Bar Association, Co-Presenter, “Finding Common Ground: Win-Win Pricing and Budgeting Strategies that Strengthen Client Relationships”, Webinar, March 24, 2017
- C4CM, Panelist, “Setting & Managing Fees: Utilizing Alternative Fee Arrangements & Value-Add Actions to Increase Law Firm Profitability”, Webinar, February 23, 2017
- Buying Legal Council Pricing Bootcamp, Presenter, “CARAMEL Pricing Case Study”, Webinar, February 1, 2017
- Sandpiper Partners’ Managing Law Firm Profitability, Pricing and Predictability, Panelist, “Profitability and Pricing”, Chicago, November 30, 2016
- Buying Legal Council Pricing Bootcamp, Presenter, “CARAMEL Pricing Case Study”, New York, November 3, 2016
- LPSC Chicago Chapter, Panelist, “The Path to the Next Level”, Chicago, October 27, 2016
- Exterro, Panelist, "LPM: 2016 Law Firm Benchmarking Report: Experts Discuss", Webinar, September 22, 2016
- AALL Annual Meeting, Panelist, "Creation and Use of Law Firm Data", Chicago, July 22, 2016
- ACC Legal Operations Annual Meeting, Facilitator, "Advancing Law Firm/Legal Department Collaboration: A Think Tank For Seasoned Legal Ops Professionals and Invited Guests From P3”, Chicago, June 24, 2016
- LMA P3 Annual Conference, Moderator, "The Evolving Role of Legal Operations," Chicago, May 18, 2016
- LMA P3 Annual Conference, Presenter, "How to Say 'No'", Chicago, May 17, 2016
- ALA Greater Chicago Chapter Bi-Monthly Educational Luncheon, Panelist, "Law Firm Pricing Best Practices", Chicago, January 16, 2016
- Thomson Reuters 3rd Annual Midwest Legal Executive Forum, Panelist, "The Evolving Client Value Proposition," Chicago, November 11, 2015
- Buying Legal Council, TED Talk Speaker, “Metrics and Value in the Firm/Client Relationship,” Chicago, October 19, 2015
- LMA Tech Conference, Panelist, “Systematic Approaches to Solving the Pitching, Pricing, and Practice of Law Equation,” San Francisco, October 14, 2015
- Fordham Law School, Guest Lecturer, “Business of Law—Economics of Legal Services,” New York, September 24, 2015
- Huron Legal, Law Department Operations Executives Conference, Panelist, "Law Firm Economics Part 2," Chicago, September 15, 2015
- LMA P3 Annual Conference, Moderator/Panelist, “Appetite for Disruption: The New Market Entrant Landscape in Legal,” Chicago, June 10, 2015
- LMA P3 Annual Conference, Panelist, “Pricing: The International Dimension” Chicago, June 10, 2015
- C4CM Webinar, Panelist, "AFA Triple Threat- Crafting Profitable & Predictable Alternative Fee Arrangements that Offer Real Value," April 23, 2015
- Ark Group Conference, Panelist, “The Mechanics of Law Firm Profitability,” San Francisco, March 12, 2015
- C4CM Webinar, Panelist, "GC’s Guide to Value, AFA’s, and Flat Fees- Getting the Most Bang for Your Legal Buck," November 13, 2014
- IQPC, B2B Pricing Strategies Day, Panelist, “Navigating the Balance Between Consistent Pricing and Individualized Pricing,” Chicago, August 19, 2014
- LMA P3 Annual Conference, Panelist, “Virtual Law Firm: Alternative Fee Intelligence and Quantifying Benefit to the Client,” Chicago, June 12, 2014.
- LMA P3 Annual Conference, Moderator/Panelist, “Imitation is the Sincerest Form of Flattery: Borrowing Lessons in Pricing and Metrics from Other Industries,” Chicago, June 13, 2014.
- Thomson Reuters/Chicago Law Leaders: A Midwest Forum on the Business of Law, Panelist, “Some Assembly Required: Pricing, Valuation and Driving Efficiency,” Chicago, November 14, 2013
- LMA P3 Annual Conference, Moderator/Panelist, “Spreading the Pricing Gospel,” Chicago, October 2, 2013
- LMA Los Angeles Chapter Annual Meeting, “An Inconvenient Truth: Acknowledging the Value of Planning and Metrics,” Los Angeles, September 25, 2013
- LMA Midwest Chapter Annual Meeting, “AFAs, Value-Based Billing…Beyond Buzzwords, How Do They Work, and How Do You Pitch Them to Clients?,” Chicago, September 20, 2013
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