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The 2023 Law Firm Financial Performance Forum

Successful Fiscal Strategies for a Fluctuating Market

Wednesday November 01, 2023 | 12:00PM-5:00PM ET

In November 2023, the Thomson Reuters Institute is proud to present the 2023 Law Firm Financial Performance Forum in the heart of Washington, D.C. Held in conjunction with the 22nd Annual Law Firm COO & CFO Forum,  this half-day workshop offers a closed door, interactive setting for law firm leaders to discuss critical trends and developments impacting firm profitability, financial planning and analysis, and growth strategy.

Seating is extremely limited and available on a first come, first served basis to allow for collaborative and candid discourse.

Due to popular demand, this year’s Law Firm Financial Performance Forum is at capacity. Please contact to learn more about future TRI events or to register early for our 2024 COO CFO Forum.


Event Details

Washington, DC

$395 USD (Law Firm Attendees)/Complimentary (with paid registration for the 22nd Annual Law Firm COO & CFO Forum)

For questions about this event, please call 1-800-308-1700, extension 1 or email us at

Why You Should Attend

  • The Law Firm Financial Performance Forum is the premier gathering of law firm COOs, CFOs, and their executive brethren across the Am Law 200.
  • Our forum addresses key developments and trends impacting law firm financial health and strategic vision.
  • Our content offers robust, substantive, and interactive conversations driven by industry-leading data and professional peers.
  • Conference attendees are able to network and engage with colleagues through (in)formal dialogue and debate.
  • As a takeaway, attendees can expect practical advice for improving one's productivity and anticipating firm needs in 2024 and beyond.

Who Should Attend

  • Law Firm Chief Operating Officers
  • Law Firm Chief Financial Officers
  • Law Firm Executive Directors
  • Law Firm Directors of Finance
  • Law Firm Directors of Operations

Chair(s) and Faculty

Chair(s) Faculty
Rebecca Giot
Chief Financial Officer, Bracewell LLP
Madhav Srinivasan
Chief Financial Officer, Proskauer Rose LLP
Justin Cheseroni
Chief Financial Officer, Richards, Layton & Finger, P.A.
Lisa Ford
Director of Pricing, Planning and Analysis, Shook, Hardy & Bacon LLP
Andrew Gastwirth
Chief Innovation Officer, DLA Piper LLP
Rebecca Giot
Chief Financial Officer, Bracewell LLP
Kathy Hall
Chief Financial Officer, Winstead PC
Bill Josten
Senior Manager, Enterprise Content, Thomson Reuters
Jeremiah Lewis
National Data Strategy & Governance Leader, RSM US LLP
Dan Safran
President/CEO, Unbiased Consulting
Madhav Srinivasan
Chief Financial Officer, Proskauer Rose LLP

More Information





Event agenda

(all times local)

Wednesday November 01, 2023

11:30AM - 12:00PM Registration & Luncheon
12:00PM - 12:15PM Opening Remarks
12:15PM - 1:15PM A Capital Replay: Revisiting Law Firm Valuations in the Current Environment

2019’s Law Firm Financial Performance Forum offered fascinating insight into an ambitious exercise of valuing law firms using proven valuation techniques. This required a deep analysis and innovative methods to address challenging issues such as partnership compensation, net income to shareholders, assessment of cost of equity and estimation of future cash flows. While current revenue and profits are certainly indicators, the value of a law firm – which captures the law firm’s expected future results – can be the ultimate scorecard of all such strategies and business decisions. Analyzing findings from the valuation exercise delineates the varied effects of internal and external factors and helps select the best avenues to increase the enterprise value of the organization. Using the results of four valuation exercises, this session revisits this endeavor by exploring the impacts on valuation of law firm performance through the pandemic and the Federal Reserve’s large increases in US interest rates.


Madhav Srinivasan, Chief Financial Officer, Proskauer Rose LLP

1:15PM - 1:30PM Break
1:30PM - 2:30PM Know Thyself: Transformative Business Intelligence within Law Firms

In today’s dynamic legal landscape, law firms well recognize the value of a strong business intelligence (BI) strategy in gaining a competitive advantage and delivering exceptional client service. Law firms are also actively pursuing the possibilities that BI presents in fostering innovation and operational efficiency within the firm. As firms continue to look towards data intelligence to help them compete in the market, what can such intel tell them about the inward cultural components, like collaboration amongst the firms professionals, that contribute to their competitive edge? How do firms affectively outline key performance indicators (KPIs) and performance metrics that will aid internal efforts towards a boost in external potential?  Join us to explore the transformative power of action-oriented business intelligence can have in driving cultural change from within.


Jeremiah Lewis, National Data Strategy & Governance Leader, RSM US LLP


Justin Cheseroni, Chief Financial Officer, Richards Layton & Finger, P.A.
Andrew Gastwirth, Chief Innovation Officer, DLA Piper LLP
Kathy Hall, Chief Financial Officer, Winstead PC

2:30PM - 2:45PM Break
2:45PM - 3:45PM The Long and Winding Road: Fiscal Protection and Prosperity Amidst Market Volatility

With peaking markets fading into the distance, the demand for legal services seems to be on a downhill road. Reduced profit margins amid rising billing rates are creating strain on the financial health of the industry. With increases in compensation, operational costs, lengthening pay cycles and the threats from rising inflation, chief financial officers are navigating the firm’s finances through difficult terrain. From their driver’s seat of compliance management, financial planning, and business agility, what practical approaches are CFOs employing to ensure their firms’ success in a volatile fiscal landscape?


Lisa Ford, Director of Pricing, Planning and Analysis, Shook, Hardy & Bacon LLP
William Josten, Senior Manager, Enterprise Content, Thomson Reuters

3:45PM - 4:00PM Break
4:00PM - 5:00PM Dollars and Sense: New Cost Strategies and Solutions for Law Firm Leadership

As financial stewards of law firms, chief financial officers (CFOs) play a pivotal role in driving profitability and sustainability, so in an era of rising inflation and shrinking client budgets, having solid command of a firm’s expenses and cost reduction strategies is increasingly critical. This workshop session aims to equip law firm CFOs with practical cost management strategies to optimize financial performance and enhance the firm’s bottom line. Through an earnest exploration of the current state of law firm costs and facilitated discussion with peers, this session will offer valuable insights, tools, and techniques to navigate cost challenges, improve efficiency, and make informed financial decisions.


Rebecca Giot, Chief Financial Officer, Bracewell LLP
Dan Safran, President/CEO, Unbiased Consulting

5:00PM Conclusion

Conrad Washington, DC

950 New York Avenue NW
Washington, DC 20001

The Thomson Reuters Institute has secured a room block at the Conrad Washington, DC at a negotiated rate of $449/night plus taxes for the dates of Tuesday, October 31, 2023 through Friday, November 3, 2023. Guest may secure their room online through the following link:

Online Reservations

Please be advised, the room block cutoff date is October 10, 2023.

All rooms are subject to availability.

*Update (10/11/23): Due to popular demand, our room block is at capacity.  At this time, guests needing reservations can make their reservations directly on the CONRAD hotel website. All new bookings/requests will be subject to availability depending on the Best Available Rate of the day at the time of request.  Additionally, here are two alternative properties in very close proximity to the Forum for your consideration:

Embassy Suites by Hilton Washington DC Convention Center
900 10th Street NW, Washington, DC 20001

The Westin Washington, DC Downtown
999 9th St NW, Washington, DC 20001

More Info