Innovation and Value Leaders Roundtable


The Innovation and Value Leaders Roundtable is designed to provide an exclusive forum for the senior leaders of innovation and client value/service in major firms to assist each other via a peer network of trusted advisors and friends.  The goal is to foster energetic, strategic, and confidential discussions about innovation and value topics – the intent is to stretch intellectual thinking while offering concrete ideas on actions that can be taken today.  There are many programs with speakers and large conferences, but this is designed to unite the senior leaders of these functions in a smaller setting to share issues, ideas, approaches, and challenges.  Roundtable members meet twice a year and receive other important benefits described below.

Discussion topics are member-driven and selected and have included issues such as:

  • Innovation trends at large, research, and methodologies
  • Legal innovation perspectives: practice, delivery, financial performance, structure, process, service, brand, client engagement
  • Innovation measurement, tracking, and ROI
  • New product development techniques in professional services
  • Managing risks, setting expectations, iterative learning loops, failing fast
  • Managing client expectations for innovation and value approaches
  • Innovation process: development methodologies and law firm adoption
  • Innovation impact categorization: incremental versus disruptive
  • New innovative practice areas for law firms
  • Client service design strategies and innovation
  • New law firm business models, structure, and capital allocation models
  • Innovation with data/data science, predictive analytics, machine learning
  • Education and training for embracing change / accelerating change management
  • Coaching and training for innovative thinking for lawyers and administrative professionals
  • Advanced topics: data science, client service innovation (CX), new firm roles, law firm digitization

2022 – 2023 Meeting Agendas – click here to download.

2024 Roundtable Member Benefits – click here to download a copy.

  • One hybrid with cocktail receptions and three additional virtual meeting
  • Access to prior meetings recordings and documents in the member portal
  • Access to the LinkedIn Roundtable Group
  • 20-percent discount on all open programs offered by LawVision and Positive Pricing, including single enrollment in the online LPM courses)

2024 Meetings

  • February 5: 12:00 – 3:00 pm ET Virtual via Zoom
  • April 30: 12:00 – 3:00 pm ET Virtual via Zoom
  • September 6: 12:00 – 3:00 pm ET Hybrid – Las Vegas and Zoom
  • November 13: 12:00 – 3:00 pm ET Virtual via Zoom
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