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2018 Summer Conference Agenda

*Schedule subject to change

Wednesday, July 18

4:00 PM - 5:00 PM - PDC Meet-up - Departure Restaurant + Lounge, West Deck Bar, The Nines Hotel


Thursday, July 19 

7:30 AM PDC Walk 
8:30 AM Registration Open
9:00 AM - 10:00 AM New Member/First Time Attendee Welcome Reception
10:15 AM - 12:00 PM Welcome Remarks and Opening Plenary
Learning By Doing? The Secret to Experiential Programming
Simon Colley, Founder, Trust Labs
It's a commonly heard phrase that people best learn through experience, but how does one create experiences that satisfy professional development objectives in a law firm context?  This session will demonstrate how experiential elements can be woven into training environments of any size in order to enhance outcomes.  Come prepared to participate, problem-solve, and learn practical skills that can be immediately applied to your next training session.
12:00 PM - 1:00 PM Networking Lunch - Sponsored by: BusinessTalk, Inc.
12:15 PM - 1:00 PM Solution Showcase Presentations, Presentation 1: Micron Systems; Presentation 2:
1:00 PM - 2:30 PM Breakout Sessions
Making the Most of Feedback
Moderated by:  Tim Regan, Managing Partner, ELR Legal Search and Outplacement 
Susan Schmitz, Chief of IDS People Strategy, Dell Technologies 
Dr. Larry Richard, Founder & Principal Consultant, LawyerBrain LLC 
Jen Pangione, Assistant Director of Attorney Development, Skadden, Arps, Slate, Meagher & Flom LLP 
Amy Hancock, Director of Attorney Professional Development, Employment & Events, Hunton Andrews Kurth LLP; 
Join us for a thought-provoking discussion with leaders in professional development. We’ll hear why feedback is so important—not only for driving professional development, but for enhancing the client experience and for improving firm culture as well. Our panelists won’t be shy about sharing their experiences through the lens of good humor and best practices. Our panel includes Dr. Larry Richard, who will share research linking feedback to the retention of top talent. You will also learn about new tools that will permit more immediate and higher-quality feedback, along with some helpful tips about giving and receiving feedback.
Shine a Light on Your Calling: What Lawyers Can Learn from Doctors about the Value of Well-Being and Finding Meaning in Your Profession
Tammie Garner, Director of Professional Development, Jackson Lewis P.C. 
Doug Wysockey-Johnson, Executive Director, Lumunos
Physician Well-Being” is a field of study and practice just a few years ahead of “Lawyer Well-Being.”  While there are differences between the two professions, the effects of burnout and need for well-being are similar.  Foundational to both is the need to connect with meaning and purpose of their work. This interactive workshop explores best practices in physician well-being and its application to lawyers.   This program will deliver evidence-based content, small group interaction, and individual time for participants to self-assess their own level of burnout and put together a well-being action plan.
Best Practices for Ensuring that First Generation Lawyers Thrive
Grover Cleveland, Best-Selling Author, Swimming Lessons For Baby Sharks 
Cheri Vailliancour, Chief Talent Officer, Fenwick & West LLP 
Nichole Velasquez, Program Manager of the Fellow Program, Leadership Council on Legal Diversity
Jembaa Mai, Senior Technology Counsel, Microsoft
First-generation professionals can face daunting challenges in the transition to practice. Firm norms and expectations can be unfamiliar – or, literally, foreign – to lawyers whose parents did not attend college or who were born in another country. This interactive program will cover best practices for integration and career advancement. The expert panel, which includes a first-generation professional, will provide strategies for PD professionals to help senior lawyers support first-generation lawyer success. The program will also highlight relevant law school programs and give participants an opportunity to share their own insights and successes.
2:30 PM - 3:00 PM Afternoon Networking Break
3:00 PM - 4:00 PM Breakout Sessions
Flipping the Conference: Blended Learning in Action
Ian Nelson, Co-Founder, Hotshot 
Anna Thea Bridge, Director of Professional Development, Kramer Levin Naftalis & Frankel LLP 
Jodi Lucena-Pichardo, Professional Development Director, Paul, Weiss, Rifkind, Wharton & Garrison LLP
No deck, no lecture, no panel. For this session, we’ll use blended learning techniques to foster an engaging, interactive discussion on … blended learning techniques. (See the link below to access the materials.). Instead of sitting through a lecture, attendees will learn the basics before the session by watching a short video. During the session, we’ll discuss an exercise that involves helping a managing partner rethink the firm’s training programs. The video and exercise can be accessed here: We’ll also hear from colleagues about how they’re using blended learning, including what’s working, what isn’t working, and why (or why not). It’s time to practice what we preach!
So Happy Together: How Diversity and Pro Bono Can Help Train and Retain Associates
Aisha Greene, Director of Attorney Development & Training, Cadwalader;  
La Tonya Brooks, Manager of Diversity & Inclusion, Cadwalader;  
Annie Mohan, Manager of Pro Bono, Cadwalader
Attorneys stay at firms longer when they are invested in their colleagues and feel as though they have been well trained and mentored. It is also no secret that minority attorneys are harder to retain. This program will share one way to provide minority (and non-minority attorneys) with training and mentoring opportunities and the chance to do “good” in the community. We will discuss the brainstorming behind developing pro bono clinics (primarily led by affinity network members) and how those clinics provide support systems—both substantively (training) and personally (mentoring)—to retain good attorneys.
Time's Now: Is Your Firm Talking about Integrity?
Debra Forman, Certified Executive Coach, Pinstripe Coaching 
Bess Sully, Chief Human Relations Officer, Sheppard Mullin Richter & Hampton
The time is now for your law firm to talk about its culture of integrity and effectively position its compass. This program will direct and promote necessary discussions on law firm culture and integrity and highlight the critical role PDC members play (and should continue to play) in steering their firms' values, practices, and policies. It will also look at ways attendees can continue to support and lead their firms’ best practices in integrity, particularly during times when firm values may be challenged.
4:00 PM - 4:15 PM Transition Break
4:15 PM - 5:30 PM Breakout Sessions
AI, Augmented Reality, Virtual Reality, BlockChain and More. What Are They? Is Legal PD Ready?
Steve Gluckman, Founder & CEO, LawFirmElearning, LLC
Artificial Intelligence, Augmented Reality, Virtual Reality, Blockchain, Machine Learning …There are so many new technologies and buzzwords floating around these days.  But what are they exactly? While there has been much discussion regarding how these new technologies may impact the field of law in general, not much has been said about how they will impact the training and education of lawyers (and everyone else for that matter).  And make no mistake…they WILL have an impact. 
Join us as we explore this new world of amazing new technologies together and discuss how they will impact our profession and how we can best leverage them to enhance lawyer PD.  
Developing High Performing Teams
Mark Beese, President, Leadership for Lawyers
Increasingly, lawyers are delivering services and counsel on a team level. But how does a law firm build strong team skills? How do you teach lawyers and staff to be a high-performing team? In this session, we will look at elements of high-performing teams, discuss ways to teach team performance, and examine some team concepts such as effective followership, high engagement, stages of team formation, setting direction, leveraging relationships, building commitment, and managing conflict. Participants will engage in a team learning experience, with a debrief to illustrate elements of a high-performing team (or not!).
6:00 PM - 9:00 PM Group Dinner - Cocktail Reception at 6:00 PM, Sponsored by: Micron Systems
Join us for a night out at Oregon’s original craft brewery, BridgePort BrewPub. Located in an old cordage factory, the BridgePort BrewPub will provide a unique venue for this year’s Summer Conference outing. Tickets are $100 per person and guests are also welcome to attend. Ticket price includes dinner, drinks and a tour of the brewery. Plan to allot three hours for this can't-miss evening event.

Friday, July 20 

7:30 AM - 8:15 AM Wake Up!:  Yoga and Meditation for People Who Hate (or Love) Yoga and Meditation
Katie Aldrich, Founder and Coach, Avenue Be
By now, many of us have heard about the benefits of yoga and meditation, but how many of us have a daily mindfulness practice?  Whether you have a hard time getting in the habit or think these practices aren't for you, you can still reap some of the benefits of yoga and meditation with minimal time and effort—all you need to do is come to this session!  We'll learn some basic techniques to wake up the body and mind that don't require headstands, toe touching, or long meditations.  
8:15 AM - 9:30 AM Breakfast and PDC Membership Meeting (PDC Members Only)
9:30 AM - 9:45 AM Transition Break
9:45 AM - 11:00 AM Breakout Sessions
Hidden Figures: How to Use Data and Trend Information to Influence Change
Tammy Patterson, CEO & President, NALP Foundation 
Kelly Morgan, Director of Attorney Hiring, Thompson & Knight LLP 
Jennifer Queen, Chief Talent Officer, Bracewell LLP
Lawyer satisfaction and retention are once again pivotal concerns for law firms. This highly interactive session will provide several examples of resources that can be used to collect, assess, and manage in-depth details of lawyer hiring, development, satisfaction, and departures. Through group discussions and case studies, participants will learn about tools and techniques to evaluate obvious and not-so obvious trends, preferences, successes, and failures within their own firms. Attendees will also learn how to compile and present powerful data and information to management to support new or improved initiatives or programming.
The ABCs of Developing Your Firm's A, B, & C Players
Jeanne Picht, Professional Development Manager, Thompson Hine LLP 
Andrew Elowitt, Managing Director, New Actionas LLC 
Marcia Watson Wasserman, President, Comprehensive Management Solutions
The wisest and most effective law firm managers know they must use different approaches to get the best from underperforming, average, and superstar associates. A firm's highest performers aren't always the easiest to manage—contrary to conventional wisdom, they may present a thornier challenge than poor performers, while average employees may be an untapped key to sustainable growth and profitability. Learn how to identify the needs of each of these employee groups and how to design effective ways to teach these skills to supervising attorneys.
Positive Politics: How Political IQ Can Enhance Diversity and Empower Career Development for Everyone in the Firm
Anne Brafford, Founder and Principal, Aspire  
Courtney Wylie, Professional Development Coordinator, Drinker Biddle & Reath LLP
Political skills are essential for proactively managing your career development and becoming a change agent, but their positive aspects are eclipsed by their bad reputation as "office politics." Women and racial minorities are even more inclined to view politics from a negative perspective and opt out—to the detriment of their careers and well-being. The “positive politics” perspective emphasizes the many benefits of empowerment through political activity and presents strategies for engaging effectively, authentically, and with integrity.
11:00 AM - 11:15 AM Transition Break
11:15 AM - 12:15 AM Breakout Sessions
Authentic Leadership – Unlocking the Power of Differences in Legal Organizations
Ritu Bhasin, President, Bhasin Consulting Inc.
We’re increasingly working with and leading co-workers of different cultures in our organizations, so how can we leverage and be more inclusive of these differences? Based on her extensive research and work in this space, Ritu Bhasin says it comes down to authentic leadership, and that authenticity is the key ingredient for inclusion. In this highly practical presentation, Ritu will describe the profound connection between inclusion, leadership, and authenticity. She will also discuss the latest neuroscience, leadership, diversity, and mindfulness research related to authenticity, explain how to leverage the Three Selves (an innovative concept for being more authentic and adaptive), and explore how leaders can build stronger, more inclusive relationships within legal environments.
The Trend Toward Real-Time Feedback: Is it Time to Scrap the Annual Review?
Marian Lee, Principal, Consultant and Coach, Career Reinvention, LLC  
Misae Nishikura, Director of Recruitment & Professional Development, Holland & Hart, LLP
By some estimates, more than a third of U.S. companies are doing away with annual performance reviews, replacing them with frequent, informal check-ins between managers and employees. In keeping with this trend, a few large law firms have piloted projects to focus their evaluation systems on informal, real-time feedback rather than on an annual review. In this program, we will examine the pros and cons of the annual evaluation, describe the experiences of organizations that have eliminated or de-emphasized annual reviews, and discuss how PD professionals can guide their firms in exploring new options for delivering timely feedback.
Culture Clash - How to Get From Missing the Mark to a Bull's Eye
Darien Fleming, Founder, Executive + Career Coach and Trainer, I'mpossible 
Mindy Boehr, Senior Corporate Counsel, Amazon 
Maureen Quigley, Associate General Counsel at Cambia Health Solutions, Inc.
Every company has a distinct culture, and much legal business is won and lost by a firm’s ability to assess a potential client’s culture and tailor its sales pitch to fit that culture. But how do you hit the right mark? Hear from in-house counsel at two Fortune 500 companies about their differing cultures and outside counsel hits and misses. You will learn to work with your attorneys to assess company culture and arm them to hit the target when making pitches and delivering work.
12:15 PM - 1:15 PM Networking Lunch - Sponsored by: QuietSpacing LLC
12:30 PM - 1:15 PM Solution Showcase Presentations, Presentation 1: Hotshot; Presentation 2: LawFirmElearning
1:15 PM - 2:15 PM PDC Talks
Secrets to Effective and Compelling On-camera Communication
Dan Shadwell, Director of On-Camera Training, GK Training & Communications
In today's frenetic, crowded marketplace, professionals tasked with corporate messaging and client management are increasingly using video to convey their ideas. Meanwhile, the lines between pre-produced video, interviews, and social media are blurring, giving professionals with strong on-camera skills a distinct advantage. This presentation will share some of the techniques that seasoned television news professionals can use to distill and convey sometimes complex concepts into digestible nuggets, all while maintaining the audience's attention.
Why Law Firms Need to Flip the Diversity Funnel on Its Head: and How PD Professionals Can Pave the Way
Kelly Brown, Principal Advisor, BSD Strategy Group, Inc.
Much diversity strategy focuses on the recruiting funnel: creating diverse candidate pools and mitigating bias in hiring to yield higher diversity numbers. The problem with this approach is that women and minorities exit the funnel at a disproportionately high rate. It's time to flip the diversity funnel on its head and create an inverted funnel that retains and advances diverse talent through inclusion-directed strategies that incorporate diversity into key organizational structures. Four areas of leading-edge research (“the four i’s of diversity and inclusion”) help guide the way: intergroup contact, inclusion-centered design, integration and learning, and interaction metrics. This session will explore these concepts.
Networking Lessons from the Playground: How Active Listening can Open Doors to New Connections
Kristen Uhl Hulse, Assistant Professor of the Practice, University of Denver Sturm College of Law
Doug Mackay, Director, Exec|Comm
Have you ever felt excluded from an opportunity before you've barely said a word? This 15-minute PDC Talk will show how a parent's words of encouragement following a playground rejection helped reframe a PD professional's approach to connecting with others. Whether you're meeting new people, counseling a colleague, participating in a meeting, or interviewing for an opportunity, you're more likely to forge an authentic connection and influence others when you ask open-ended questions and engage in active listening. This presentation will provide a framework for asking open-ended questions and role-play an approach to active listening that will help you open doors in your professional and personal lives.
The Road to Resilience: 7 Essential Skills for Overcoming Life's Inevitable Obstacles
Kathleen Dunn, Director, Attorney Development, Katten Muchin Rosenman LLP
A discussion of techniques to improve the capacity to handle life's surprises and setbacks through resilience, an individual's ability to persevere and adapt. It is maintained that resilience is what determines the happiness and longevity of our relationships, our success at work, and the quality of our health. More than any other factor in the scheme of emotional intelligence, resilience is what determines how high we rise above what threatens to wear us down. These seven skills can help individuals
evaluate the impact of their thinking on emotions and behavior and can result in improvement in how they communicate, make decisions, and navigate life, through recognizing and changing the negative thoughts and beliefs that are subconsciously undermining their resilience.
2:15 PM - 2:45 PM Afternoon Networking Break
2:45 PM - 3:45 PM Breakout Session
Addressing the Elephant: Facilitating Meaningful, Difficult Conversations
Sarah Stein, Manager, Professional Development, Crowell & Moring LLP 
Rachael Bosch, Managing Director, Fringe Professional Development
Everyone is talking about it: From #metoo to #timesup, the public discourse is flush with stories of everything from full-scale workplace harassment to all to common micro-aggressions. With all of this talk outside of work, in our organizations, the topic seems to be stuck at the water cooler, or within the walls of the ladies room. How can you provide a platform for the women (and men!) in your organization to have this and other critical conversations? In this session we will cover how to advocate for, manage, and deliver any difficult conversation on a broad scale. We will discuss common traps associated with the topic of gender and how you can focus on solutions and forward motion in any presentation. Using a highly successful collaboration as our case study we will share the impact and outcomes of one such program to guide and empower your attorneys during these turbulent times.
Valuing the Quiet Ones: How PD Professionals Can Help Introverted Lawyers Shine Their Light
Valerie Fitch, Senior Director of Talent Development, Pillsbury Winthrop Shaw Pittman LLP  
Heidi K. Brown, Director of Legal Writing & Associate Professor of Law, Brooklyn Law School
This presentation focuses on the assets that quiet lawyers – whether introverted, shy, or socially anxious – bring to the profession. Little support is given to these valuable legal minds who need help to amplify their authentic legal voices; instead, an unconscious bias exists toward extroverts who throw out the first answer, thrive on argument, and speak longest and loudest.  This presentation will highlight the strengths of quiet individuals, such as active listening, deep thinking, thoughtful writing, and creative problem solving. It will also provide practical strategies for cultivating awareness of the assets of introverts and help quiet lawyers amplify their “voice.”
Managing Difficult Conversations
Lori Gauld, Director, Learning Initiatives, Osler, Hoskin & Harcourt LLP  
Sarah Neville, Lead Consultant, Open Line Communications 
No manager looks forward to saying no, handling conflict, giving performance reviews, or delivering bad news, but the ability to manage these business conversations positively and constructively is a core competency for success. This session explores the skills needed to take the discomfort out of a tough conversation and make it a positive tool for growth in business relationships.  It will draw on a 2017 learning initiative at Osler incorporating complex role-play practice.
3:45 PM - 4:00 PM Transition Break
4:00 PM - 5:00 PM Campfire Chats
How We Convinced Critical Consumers to Keep an Open Mind
Colleen Bear, Professional Development Manager, Kilpatrick Townsend & Stockton LLP
John “JT” Tompkins, Global Vice President of Sales, Herrmann International
As Talent Management professionals in law firms, we are continually tasked with implementing new development initiatives with highly intelligent and somewhat cautious audiences.   In order to be successful, one the most critical elements is offering something of value.  This practical session will help you apply new concepts firm wide and provide respected talent management solutions.  The Herrmann Brain Dominance Instrument is a sophisticated, interesting and easy to understand, easy to apply, assessment that will open doors to a myriad of professional development opportunities.  It is a foundational platform in which to gain understanding of new ways of thinking, decision making and managing practices.  
PD’s Role in Orchestrating a Collaborative Culture of Cross-Selling
David Freeman, CEO, David Freeman Consulting Group 
Tammie Garner, Director of Professional Development, Jackson Lewis P.C. 
Julia Mercier, Director of Learning and Development, Winston & Strawn 
Every law firm wants to generate more revenue and be highly profitable. Everyone’s actions within a firm should be in alignment with that goal, however, that’s not always the case. This is particularly true when talking about cross-selling, which is one of the fastest and most efficient ways to increase revenue and profitability. Systems, skills, tactics, and mindsets are often misaligned or non-existent, resulting is sub-optimal performance.
How to Design a Customized Leadership Program
Sandra Bang, Global Director, Legal Talent Development, Shearman & Sterling 
Jennifer Caggiano, Director, Professional Development, Shearman & Sterling
Many firms have leadership programs for their lawyers. Some are conducted inhouse, while others are provided "off campus." In this program, you will hear about how one firm partnered with a subject matter expert to create a customized leadership program for select high-potential senior associates with real return on investment. Learn about the process from the preliminary research stage through and including how we measure success.
4:00 PM - 5:00 PM Trusted Advisors Panel
5:00 PM - 5:45 PM Happy Hour - Sponsored by: Practising Law Institute
6:30 PM Small Group Dinners (PDC Members Only)
Network with your colleagues and meet new friends during our small group dinners. These informal and fun dinners provide a night out on the town at a unique Portland restaurant selected by one of our local planning committee members. Sign-up for the small group dinners will be available as we get closer to the conference.
9:00 PM - 12:00 AM Karaoke Party - Sponsored by: Hotshot

Saturday, July 21

8:00 AM Breakfast
8:15 AM - 9:00 AM Solution Showcase Presentations, Presentation 1: Practising Law Institute; Presentation 2: Praktio
9:00 AM - 10:30 AM Breakout Sessions
Negotiate Your Way Out of Anything: Tactical Empathy, Calibrated Questions, Mirroring, and Other Gambits from an FBI Hostage Negotiator
Dr. Larry Richard, Founder & Principal Consultant, LawyerBrain LLC 
Gianna Karapelou, Esquire, Director of Professional Development, Richards, Layton & Finger
Every PD professional negotiates, whether for a higher salary, needed resources, or buy-in on a new initiative. In this highly interactive session, Gianna Karapelou and Dr. Larry Richard will share five powerful secrets from Chris Voss, a successful FBI hostage negotiator and author of Never Split the Difference. Learn how you can apply life-saving negotiation techniques such as an Accusation Audit, Mirroring, or the Power of No in your own law firm, organization, or even at home.
The Path to Lawyer Well-Being: Practical Recommendations for Change
Paula Davis-Laack, Founder & CEO, Stress & Resilience Institute, LLC 
Don Smith, Director of Professional Development, Fried, Frank, Harris, Shriver & Jacobson, LLP 
Anne Brafford, Founder, Aspire & Patrick Krill, Principal and Founder, Krill Strategies
The 2017 National Task Force on Lawyer Well-Being shined a spotlight on the legal profession’s wellness crisis. To get the profession started on creating urgently needed action plans, three former lawyers and prominent thought leaders on lawyer well-being will provide science-backed practical guidance and tools for law firms.
Fresh Programming through Human-Centered Design
Erin Walczewski, Pro Bono Counsel, Cooley LLP 
Jeanie Botkin, Director of Professional Development, Polsinelli PC
Ever “pushed” on a “pull” door?  It’s not you, it’s the door. It’s poorly designed.  Learn how the principles of human-centered design apply to your work as a PD professional as we help a hypothetical law firm revamp its PD program using the Design Thinking process.  This fast-paced session will get your creative juices flowing to tackle common PD challenges with your peers as you build on each other's ideas in a fun and innovative way.  
10:30 AM - 11:00 AM Networking Break
11:00 AM - 12:30 PM Closing Plenary Session and Remarks
Yes, You Do Deserve to Be Here: Overcoming Impostor Syndrome
Jessie Spressart, Principal Consultant, Growth Play
Johnna Story, Professional Development Manager, Finnegan Henderson Farabow Garrett & Dunner LLP
Many high achievers (lawyers, anyone?) share a dirty secret: deep down, they feel like complete frauds and believe their success is due to circumstance and luck despite years of hard work providing evidence to the contrary. It's a phenomenon known as Impostor Syndrome, and it affects millions of people at least once in their life, including Melinda Gates and Meryl Streep. This session will discuss the evolving research on the different forms of IS, explore what contributes to it, and brainstorm some best practices for overcoming it—both in ourselves and the attorneys with whom we work.
End of Conference