October 18 - 20, 2018

CLE CEO Strategic Leadership Forum 2018



Santa Fe, New Mexico

October 18-20, 2018


“Question Assumptions; Design to the Best; Inspire Solutions”

Leadership in Changing Times



Thursday, October 18


7:00 p.m.


Opening Reception and Dinner – La Fonda

Friday, October 19


7:45 - 8:30 a.m.

Continental Breakfast




8:30 – 10:15 a.m.

Five-Minute Drills
We will again focus on “ideas worth spreading” in TED talk fashion, but with a twist. This year we are soliciting brief written proposals from each organization - a short paragraph describing a successful new venture that you believe contains beneficial information for the entire group. All paragraphs will be printed for distribution. Six or seven will be selected for expanded, but still brief presentations. Those not presented during this initial session may be worked into other scheduled discussions throughout the Forum.

Frank Harris- timekeeper



10:15 – 10:30 a.m.




10:30 – 11:30

Collecting, Managingand Using Customer Data Effectively – Effective CLE organizations are making data analytics a top priority. Collecting it is easy; using it to our best advantage is a challenge.

- What information are you collecting and how is it organized?

- What is your data strategy plan?

- Quality data counts - What are your best reports? (All are encouraged to bring a favorite example to share. Submit in advance and we will copy for distribution)

- How can we use data to better effect?

- Here is what one organization is doing

Wendy McCormack



11:30 – 12:30 p.m.

Lunch (provided)



12:30 - 1:30 p.m.

New Revenue Sources – “show me the money”

- What new revenue sources are you exploring?

- Do we dare raise prices? If so, on what products and by how much? Or, do we lower prices??

- What is working? What is not?

- Brainstorming possible new ways to increase revenues

Jeff Johnson



1:30 – 1:45 p.m.




1:45 - 2:35 p.m.

Workshop A


Cooperation/Collaboration with Other Groups – Strategies for working together to make it a real “win-win” relationship that furthers your organization’s interests.

Megan Moore, Amy McFadden & Alex Ritchie


- OR -

Workshop B


Direct to Law Firm Sales –“going where the big money is”- PLI, Thompson Reuters, LawLine and others sell to firms rather than individuals. Is there a place for us at this table?
Laura Angle & Jeff Johnson



2:35 – 2:50 p.m.




2:50 – 3:40 p.m.

Workshop A


Websites, continued - What works well on yours, and what would you like to add or change?

Last year several of our fearless participants demonstrated their websites’ effectiveness. We continue the discussion, featuring some proven website strategies.

Lucas Boling & Jennifer Oppenheimer


- OR -

Workshop B


Are These New Product Lines Valuable? Will They Sell?

- Technology for lawyers (hardware, software and the use of)

- Business strategies for lawyers (LOM, pricing, costs, staffing, marketing )

- Wellness for Lawyers

- Industry-specific programming

- Certificate programming

Linda Russell & Lalla Shishkevish




3:40 – 4:30 pm

The Changing Landscape of Bar Associations and Other Megatrends Impacting the CLE Industry

- Sections/CLE joining forces

- Bar association shrinking memberships

- Bar associations in competition with their own CLE entities

- Trouble at the ABA

- The PBI experience

- Dealing with a disruptive climate – rogue oversight members, volunteers, and dissatisfied customers

- And much more

Kristin Huotari, Linda Russell & Karen Frasier-Kolligs - Alan Treleaven, moderator


4:30 p.m.

Evening events – we retire to the bar, then dinner on your own or with a group






Saturday, October 20


7:45 – 8:30 a.m.

Continental Breakfast



8:30 – Noon

(includes 15 minute break)

“Design Thinking Sprint”

Applying new strategies to improve your organization’s creative approach to problem solving. Mini-lectures followed by your choice of a group exercise: (possible examples below)

- Solving the course material and Power Point dilemma

- Reaching new attorneys – making them customers for life

- Coordinating in-person programming with distance learning

- Selling electronic publications

David Gross and Kate Razavi, Faegre Baker Daniels




David J.F. Gross is a trial lawyer and partner in the Silicon Valley office of Faegre Baker Daniels and a national speaker on advocacy and Legal Design. David serves on the Board of Stanford Law School’s Center on the Legal Profession, coaches law students in Stanford’s Introduction to Legal Design course, and just completed a year-long, three-part course in Design at Stanford.

Kate Razavi is an IP litigator and partner in the Minneapolis Office of Faegre Baker Daniels and the Lead Design Catalyst for the firm. Kate leads FaegreBD’s partnership with Stanford Law School and the Legal Design Lab, and will be teaching “Visual Advocacy” at the University of Minnesota Law School this year, in a new hands-on course for law students taught in collaboration with the University of Minnesota College of Design.



Noon – 1:30 p.m.

Lunch (on your own)



1:30 – 2:20 p.m.

Workshop A

A Deep Dive into Tactical Pricing

Seminars, books, subscriptions, bundles and more

Jill Hoefling & Jack Reilly



- OR -

Workshop B


Ramping Up Your Sponsorship Revenue

Enhancing your sponsor value proposition

Nate Trelease & Barbara Hollingsworth



2:20 – 2:35 p.m.




2:35 – 3:25 p.m.

Workshop A


Ways to Cut Costs without Sacrificing Attendee Experience

CSI, hotel contract negotiation, taking processes in-house

Vince O’Brien & Mary Volk

- OR -

Workshop B


How to Keep Great Staff in a Strong Economy

HR practices, compensation strategies, staff re-structure and flexibility in our near-zero unemployment world

Hedy Bower & Sharon Sandle



3:25 – 4:00 p.m.

Final Plenary Discussion – a Rapid-fire Review

What are your takeaways from this meeting – and why?



5:00 p.m.

Closing Reception and Dinner – Our group will be guests at the home of Mark and Anna Holland, sharing their spectacular mountain view home and hospitality. Featuring a once-in-a-lifetime sunset experience.

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