Tailored tracks to suit your role
Whether it’s updated offerings, a compensation restructure, or a technology investment you
need to get right, the decisions made in the next 12 months will define the next chapter of your
firm. These two tracks are your blueprint.
Partner

Partners
Demand is up, competition is sharper, and the pressure to evolve is coming from clients, associates, and the market simultaneously. This track is where you work through these strategic decisions, not hear about them.
Legal Administrator

Legal Administrators
You’re the people who drive change and actually implement it. This track, built in partnership with ALA, is designed to help you navigate this time of flux and build the business case for how the firm should invest and grow.
Agenda and session information
Partner
Legal Administrator
Opening Keynote: The Inflection Point
8:45-9 a.m. PT | 11:45-12 p.m. ET
The legal landscape is changing faster than most firms are moving. This opening sets the strategic context for the day and frames what the shift in the legal market means specifically for the decisions partners and legal administrators are making right now.
Speaker: Ed Walters, VP, Legal Innovation & Strategy, Clio
Partner
[CLE/CPD] The New Economics of Mid-Sized Firms
9-10 a.m. PT | 12-1 p.m. ET
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- Identify where AI is compressing billable time and how to restructure pricing before clients use it as leverage against you
- Navigate the internal equity problem when AI lifts some practice groups and barely touches others
- Use matter-level data to decide what work to grow, reprice, and eliminate
Speaker: Bruce MacEwen, President, Adam Smith, Esq., LLC
[CLM] The Legal Administrator’s Operational Roadmap
9-10 a.m. PT | 12-1 p.m. ET
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- Map the AI opportunities within your direct control: intake, billing, document management, and vendor evaluation, and identify where to start for the fastest wins
- Build the internal business case for technology investment and get partner buy-in without waiting for top-down mandates
- Lead change management across your firm, from training and adoption to the resistance you’ll inevitably hit along the way
Speakers: Dan Safran, President and CEO, Unbiased Consulting, LLC
Partner
[CLE/CPD] Today’s Implications on Client Relationships & Expectations
10:15-11:15 a.m. PT | 1:15-2:15 p.m. ET
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- Understand how AI is changing what clients expect from outside counsel: turnaround times, pricing transparency, and scope
- Recognize where client expectations and firm capabilities are diverging, and how to manage that gap before it affects the relationship
- Position your firm’s approach to AI in a way that builds client confidence and earns trust under review
Speakers: Chantelle Egan, Partner, Medina McKelvey | Jamie Chanon Pollaci, Partner, Medina McKelvey
[CLM] Hiring & Talent: Is AI Actually a Retention Strategy?
10:15-11:15 a.m. PT | 1:15-2:15 p.m. ET
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- Reframe your recruiting pitch for a market where the honest answer to “what will I learn here” is changing
- Recognize where the career track is breaking down and what retention actually requires right now
- Position AI fluency as a development offer rather than a threat: decide who gets tool access, who gets trained first, and how to make that visible to staff as a real growth path.
Speakers: Gene Commander, CEO, Gene Commander Inc | Stephanie Shivar, Founder of Gallantry Coaching & Consulting
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Existing Customers
See Clio Work in Action
11:15-11:45 a.m. PT | 2:15-2:45 p.m. ET
See how Clio Work handles legal research, document analysis, and drafting in a system built specifically for legal work.
Speaker: Erin Zhang, Account Executive, Clio
New to Clio
See Clio in Action
11:15-11:45 a.m. PT | 2:15-2:45 p.m. ET
See how Clio handles client intake, matter management, legal AI, and payments across the full client lifecycle in one system.
Speaker: Michael Marfetan, Account Executive, Clio
Partner
Legal Administrator
Build a Firm That Thrives in Uncertainty
12-12:45 p.m. PT | 3-3:45 p.m. ET
Most firms leave conferences with good intentions. This panel is about what happens next.
- Understand where the gap between strategy and execution lives at a mid-sized firm, and what the firms that close it are doing differently
- Get an unfiltered look at how peer firms have navigated technology adoption, talent pressure, and shifting client expectations at the same time
- Walk away with the one decision you can make this week that moves your firm forward
Speakers: Ed Walters, VP, Legal Innovation & Strategy, Clio | Elyssa A. Goldstein, Chief Operating Officer, Rebenack, Aronow & Mascolo, LLP | Billie Tarascio, Attorney at Law, Modern Law
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In partnership with the Association of Legal Administrators (ALA)
We’re excited to welcome ALA as the official partner of the Legal Administrator track at the Law Firm Leadership Summit. As the leading organization for professionals managing the business of law, ALA members possess deep knowledge and expertise to help ensure law firm excellence at every level.
Learn more
FAQ
Is the law firm leadership summit actually free to attend?
Yes, it is 100% free!
Will session recordings be available to watch later?
Yes, as long as you are registered for the law firm leadership summit, you will receive an email with a link to all the session recordings. Please note that the certificate and CLE/CPD/CLM credit will not be granted for on-demand sessions.
How do I watch the sessions live?
The law firm leadership summit will be hosted on the Zoom Events platform. When you register, you will receive a calendar hold, so be sure to save the event to your calendar! You will receive your link to access the summit one week prior to the event, as well as reminder emails from Zoom one day and one hour before it starts.
What is Clio?
Clio is the global leader in legal AI technology, empowering legal professionals and law firms of all sizes to work smarter, faster, and more securely. Trusted by hundreds of thousands of users in over 130 countries, Clio’s Intelligent Legal Work Platform combines powerful technology with industry-leading security to define the future of legal work. Get in touch.
What is the Association of Legal Administrators (ALA)?
Can you outline all available credit information?
CLE/CPD Credit (Partner Track)
Clio has partnered with the ABA to seek eligibility for CLE and CPD credits to lawyers with licenses to practice in the United States and Canada who join the live session of this webinar.
States typically decide whether a program qualifies for MCLE credit in their jurisdiction 4-8 weeks after the program application is submitted. For many live events, credit approval is not received prior to the program.
To Receive CLE/CPD Credit:
If you attended a full live CLE/CPD-eligible session and completed the CLE/CPD poll, you’ll receive a personalized affidavit from [email protected] within one business week (check your spam folder).
To qualify for credit, you must:
– Register for the webinar (and log in live on the day/time of the session) under your own personal credentials, as we will need this to verify your proof of attendance. *Note: You should not use someone else’s registration or credentials to log in and must ensure that your name and email are registered correctly.
– Attend the entire session live.
– Participate in the CLE/CPD poll during the live session.
CLM Credit Information (Administrator Track)
Clio has partnered with the ALA to provide 2 hours of CLM credits to attendees who join the the following live sessions of this summit as listed below:
The Administrator’s Operational Roadmap : 1.00 Credit Hour
- CLM® Application Credit: 1 hour in the category of Information Technology
- CLM® Application Credit for Functional Specialists: 1 hour in the category of Operations Management
- CLM® Recertification Credit: 1 hour in the category of Operations Management
Hiring & Talent: Is AI Actually a Retention Strategy?: 1.00 Credit Hour
- CLM® Application Credit: 1.0 hour(s) of Organizational Development.
- CLM® Application Credit for Functional Specialists: 1 hour in the category of Human Resources Management
- CLM® Recertification Credit: 1 hour in the category of Human Resources Management
Additional information regarding the Certified Legal Manager (CLM)® Program is available on the ALA website. Contact [email protected] with any questions.
Speaker Bios and Information
Bruce MacEwen, President, Adam Smith, Esq., LLC
Bruce MacEwen founded Adam Smith, Esq. in 2002 and is a widely recognized voice on law firm strategy, publishing nearly 2,000 articles on topics like practice area prioritization, globalization, leadership, and M&A. His work has appeared in The Wall Street Journal, The New York Times, and The American Lawyer, and he’s the author of several books, including Tomorrowland, praised by Paul Weiss Chair Brad Karp as “a tour de force.” Before founding his firm, Bruce practiced securities and corporate law and spent a decade as in-house counsel at Morgan Stanley, where he also completed the MBA coursework at NYU’s Stern School of Business evening program. He holds degrees from Princeton and Stanford Law School, and is a native Manhattanite who lives with his wife and their dog on the Upper West Side.
Ed Walters, VP, Legal Innovation and Strategy Clio
Ed is VP Legal Innovation & Strategy at Clio and the co-founder of Fastcase. He’s an adjunct professor at the Georgetown University Law Center, where he teaches The Law of Robots and GenAI & BigLaw, and at the University of Chicago Law School, where he teaches Generative AI in Practice. There are very few people who have spent more time at the intersection of AI, ethics, and the actual practice of law — and we’re lucky to have him today.
Elyssa A. Goldstein, CLM, PHR, SHRM-CP Chief Operating Officer, Rebenack, Aronow & Mascolo, LLP
Elyssa A. Goldstein, CLM, PHR, SHRM-CP is the current President of ALA and Chief Operating Officer of Rebenack, Aronow & Mascolo, LLP in New Jersey. She began her career in legal in 2009 as a receptionist and transitioned to legal management in 2013. Elyssa previously served as Co-Chair of the New Jersey State Bar Association’s Law Office Management Committee, as well as on its Pandemic Task Force – Law Firm Opening and Operations Committee. She served on the Board of Trustees of the New Jersey ALA chapter for eight years, including one year as President. At the international level, Elyssa has served in several volunteer leadership positions before joining the Board of Directors in 2023.. In her free time, Elyssa volunteers with the New Jersey Law and Education Empowerment Project, working with middle and high school students on resumes, cover letters, scholarship essays and mock interviews.
Gene Commander, CEO, Gene Commander Inc
Gene Commander is an attorney, arbitrator, and mediator with more than four decades of experience in the legal industry. He built a national construction law practice as a shareholder and group leader, and following his firm’s 2009 merger into the Am Law 100 firm Polsinelli, served as managing shareholder of its Denver office from 2011 to 2015. In 2015, Gene established an alternative dispute resolution practice, where he has served as a third-party neutral in more than 150 complex construction, real estate, and commercial disputes. Since 2020, he has also advised law firm leaders on growth strategy. A recognized consensus builder and problem solver, Gene is a Fellow of the College of Commercial Arbitrators and an active member of the American, Colorado, and Denver Bar Associations and spoke at the 2026 ALA Annual Conference & Expo.
Stephanie Shivar, Founder, Gallantry Coaching & Consulting
Stephanie Shivar is the founder of Gallantry Coaching & Consulting, which she launched in 2018 to help individuals and organizations grow with courage and purpose. She is a Certified Coach with the International Coaching Federation, a Certified Financial Services Coach through ClientWise, a Certified Professional Diversity Coach, and a Certified Trainer of the New York Times bestseller The 12 Week Year. Before founding her practice, Stephanie served as Chief Marketing Officer, Chief Growth Officer, and Chief Development Officer for Northwestern Mutual in Denver, Colorado. She works with clients across marketing, sales process, business development, operational effectiveness, financial acumen, and human resources, focusing on strategic planning, cultural dynamics, professional development, and diversity, equity, and inclusion. Stephanie recently spoke at the 2026 ALA Annual Conference & Expo.
Dan Safran President and CEO, Unbiased Consulting, LLC
Dan Safran is president and CEO of Unbiased Consulting, the leading independent consulting firm that focuses on driving productivity and efficiency in law firms and law departments. Dan focuses on working with law firm leadership and operations teams to drive operational improvement, lower costs and improve law firm profit margins.
Dan and UBC’s team of senior advisors, former large law firm and law department C-Suite leaders and program managers, drive and support operational strategy, process, people change and technology (including AI adoption).
Dan has worked with over 800 legal clients spanning over (gulp! ) 40 years and last spoke for ALA at the 2025 ALA Annual Conference & Expo.
Chantelle Egan, Director of Investigations, Partner, Head of Advice & Counsel Practice Group, Medina McKelvey
Chantelle Egan is the Director of Investigations at Medina McKelvey Investigations, where she leads high-stakes workplace investigations involving harassment, discrimination, retaliation, workplace culture, and executive and board-level misconduct. An AWI-CH attorney and experienced investigator, Chantelle uses trauma-informed techniques and emotional intelligence to build trust with witnesses, uncover nuanced facts, and conduct investigations that are neutral, thorough, and legally defensible. Drawing on her background in employment litigation and workplace investigations, she also trains HR professionals and organizational leaders to conduct fair, effective investigations that strengthen trust and workplace culture.
Jamie Chanon Pollaci, Partner and Employment Litigation Practice Group Leader, Medina McKelvey
Jamie Chanin Pollaci is a Partner and Employment Litigation Practice Group Leader at Medina McKelvey, where she helps employers navigate high-stakes workplace disputes with a steady, strategic approach. A seasoned trial and appellate attorney, Jamie defends employers in matters involving discrimination, harassment, retaliation, wrongful termination, leave and accommodation issues, wage and hour claims, and other complex employment disputes. She also advises HR teams and business leaders on employment practices, internal investigations, and risk management, bringing a collaborative, practical perspective that aligns legal strategy with each organization’s culture and goals.
Billie Tarascio, Attorney at Law, Modern Law
Billie Tarascio is the founding attorney of Modern Law, Arizona’s largest family law firm. The firm is widely recognized for being innovative, progressive, and tech enabled. Modern Law in on the 2026 Inc 5000, recognizing the fastest growing companies in the country.