The Roundtable is a peer-to-peer forum for law firm leaders that provides growth strategies and networking opportunities.

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In-Person Retreat


The program commences with a two-day in-person Retreat. During the Retreat, top thought leaders in the industry will address the challenges and opportunities inherent to law firm management. Participants will identify solutions and, through an interactive process, develop strategies that improve their ability to effectively grow the firm.


2017 Retreat Agenda

Day 1: Monday, June 5

Opening Remarks (4:20-4:35 pm)
David Ackert, President, Ackert Inc.
Artificial Intelligence and Your Firm: What is it and What Should You be Doing (4:35-5:45 pm)
Mark T. Greene, President, Market Intelligence
Cocktails followed by Dinner (5:45 pm)

Day 2: Tuesday, June 6

Breakfast (7:00-8:30 am)
Welcome Address (8:30-9:00 am)
The Rainmaker Companies
Think Inside the Box: Creativity Within Constraints & Parameters (9:00-10:15 am)
David Kwong, TED Speaker, Puzzler, Producer at Misdirectors Guild, Inc.
Break (10:15-10:30 am)
Using Process Improvements to Create a Competitive Advantage (10:30-11:45 am)
Stephanie Corey, Co-Founder and General Partner at UpLevel Ops; CLOC Co-Founder
Jon Hoak, Co-founder of UpLevel Ops and former GC of Flex
Innovation in Action (11:45-1:15 pm)
Members present innovative strategies in an open forum during working lunch.
Transitioning from Legal Marketing of Yesterday to Legal Sales of Tomorrow (1:15-2:30 pm)
David Ackert, President, Ackert Inc.
Sheila Ardalan, Chief Operating Officer, Summit LA
Strategies that Maintain Client Satisfaction and Establish Long-Term Loyalty (2:30-3:30 pm)
Patrick Lamb, Founder, Valorem Law Group
Takeaways and Closing Remarks (3:30-4:00 pm)
Cocktails (optional) (4:00-6:00 pm)

Annual membership to the roundtable: $5,000 per attendee




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According to a 2016 market-wide study, CPAs send an average of 1.4 referrals to lawyers per month, and they receive meaningful work from lawyers in return.  Because CPAs often refer corporate, tax, and estate matters to law firms, we have arranged a unique event where participants will network with over 160 CPA firms from throughout the U.S. who will be attending the Nashville SuperConference at the same time as the Roundtable Retreat.


Networking Event: Monday, June 5 from 3:00-4:20 pm (prior to opening remarks on Day 1)


Quarterly Implementation Sessions


Following the Retreat, participants can engage in quarterly, one-hour interactive discussions that examine the challenges related to effecting change at a law firm. These sessions will address issues such as time constraints, politics, culture, and other distractions that so often eclipse the execution of long-term strategy. Participants will use the Implementation Sessions to keep their plans top-of-mind and adapt them throughout the year for ongoing success.


Frequently Asked Questions


Who is the Roundtable for?
The Roundtable is for current law firm leaders (e.g. managing partners, marketing partners, their inclement successors, practice group leaders, or other partners who want to benefit from a peer group of growth-minded leaders in the industry).

How long is the program?

The Roundtable is a year-long program that includes the in-person Retreat as well as quarterly Implementation Sessions. Members are invited to renew each year but are not obligated to do so.

What makes the Roundtable different from other leadership development programs?

While most programs focus solely on education, the Roundtable combines education with cross-sector networking and follow-up implementation. We recognize that one of the biggest challenges facing law firm leaders is not necessarily acquiring new information – it’s applying the information. The incessant interruptions, firm politics, market-driven obstacles, and the constant pressure to satisfy client needs often result in a short-term, tactical focus. You may put out the “fires” but that’s not the same as creating long-term impact. That’s why we provide the option to participate in the Implementation Sessions – so that you can revisit your strategic objectives regularly and establish the momentum needed to realize your vision in the months that follow the Retreat.

How do I register?
Click the button below to register for the program. You will be prompted to pay the annual membership fee of $5,000.

What if I can’t attend a session?
Attendance at the Retreat is mandatory but if you need to arrive late or leave early your facilitators will provide a written summary of the presentations you missed. We will record all Implementation Sessions and make them accessible to members who are unable to attend a given session.

Who should I contact with questions?

David Ackert

President, Ackert Inc.

(818) 804-5491 x104


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