Pre-Summit Master Class Workshops

12.30 - 4.45 pm, Wednesday 7 September, 2016 |  Etihad Stadium, Melbourne

The pre-Summit Master Class workshops provide you with an outstanding opportunity to gain deeper insight into the strategic choices facing law firms as they respond to the changing legal landscape, and practical advice from international experts on creating strategies that will help your firm successfully prepare for tomorrow, today. Led by world-renowned, inspirational industry thought leaders, Therese Linton and Steve Wingert, these highly-interactive workshops are not to be missed! The hard decision will be which one to attend!

Each Master Class Workshop costs $395 (including GST) for ALPMA members and $495 for eligible non-members* and includes lunch and afternoon tea. You do not have to attend Summit to register for a workshop.

Each workshop = 3.5 CPD Units/ 3.5 NZ Hours Practice Management and Business Skills

Places are strictly limited, so register now

Workshop A: Legal Innovation for Small Firm Teams

Presented by Therese Linton, Managing Director, The BASALT Group

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Therese Linton, Managing Director and Principal Consultant | The BASALT Group

Therese Linton  is Australia’s leading expert in legal project management with both practical and academic credentials spanning over 25 years of project management practice. For the last five years she has been working with groups of lawyers from diverse backgrounds ranging from major commercial firms through to boutique firms and in-house counsel to design learning programs and develop legal project management competencies.

Therese is a renowned and awarded Lecturer and Unit of Study Coordinator for Sydney University’s prestigious Masters of Project Management. She is also a Lecturer for the College of Law’s Masters of In-house Practice and regularly delivers practical workshops for the Law Society of NSW in legal project management.

Therese's qualifications and certifications include a Bachelor of Commerce (IT) Merit, UNSW; Executive Masters Program, Harvard Business School; Advanced Diploma of Project Management; Cert IV Training and Assessment; Six Sigma Black Belt; Certified Practicing Project Director (CPPD) AIPM.

Law firms and legal teams are facing challenges due to innovations, restructuring and changing client expectations that started post the Global Financial Crisis and have gained momentum. In response, some firms are adopting innovative practices including Lean Six Sigma and Legal Project Management but these have yet to be fully integrated into an overall approach.

Therese Linton is Australia’s Legal Project Management expert and wrote the definitive text on Legal Project Management (LexisNexis 2014) and works with Sydney University and leading Law Firms to develop frameworks and capability programs for the application of Legal Project Management and related best practice techniques.

In this interactive and engaging workshop, Therese will explore the application accepted best practices from other industries to achieve innovation, improve productivity and increase engagement with clients. The content is equally applicable to small firms, practice areas within larger firms and in-house legal teams. The major topics that will be covered include -

1.    Legal Project Management (LPM) is an emerging discipline in the legal sector that utilises project management techniques and adapts these for application to the management of individual legal matters. Practitioners of legal project management apply it to the process of providing legal services rather than to the substantive legal work itself. It is becoming increasingly common in the management of internal and external legal matters and also legal work streams that form part of larger organisational programs

2.    Legal Portfolio Management (LPortMgt) is of great importance to the efficient and effective allocation of resources and juggling of priorities across a suite of legal projects and matters. A legal portfolio is a collection of legal projects or matters that are related and will benefit from co-ordinated oversight. Sophisticated legal portfolio management improves the efficiency and effective delivery of legal project outcomes. The primary reason for managing legal projects as part of a portfolio is that more benefits can be achieved by managing the matters as an integrated set as opposed to managing them individually

3.    Legal Process Management (LProcMgt) is utilised to standardise and improve the efficiency of legal processes by drawing on techniques from the field of Lean Six Sigma. Specific tools can be applied to individual legal matters where there is a high degree of similarity and repeatability, or to overarching legal processes such as client engagement, billing etc.

Attending this workshop will introduce you to best practices that can be applied within your small firm or legal team to achieve innovation, improve productivity and increase engagement with clients.

Register now!

Workshop B: A Process of Change and the Leader's Role

Presented by Steve Wingert, Principal, Nesso Strategies 

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Steve Wingert, Principal | Nesso Strategies

Steve Wingert, CLM, is a 20 year veteran of law firm administration, past president of the Association of Legal Administrators, principal of Nesso Strategies, and co-founder of the Legal Leadership Institute. Steve works with law firms and non-profit associations on leadership and management challenges:  strategic management, strategic thinking, change management, process improvement, client service, succession planning, and team development. He develops leadership talent, assesses needs and issues, and facilitates collaborative and successful solutions.

Steve holds a BA in psychology from Creighton University, a MA in human resources management from Truman State University, an MBA from Our Lady of the Lake University in San Antonio, and is currently working on doctorate (Ed.D.) in interdisciplinary leadership at Creighton University.

Change is difficult, yet we live in a world of change.  Research has shown that as many as 70% of change initiatives fail to achieve their outlined goals.  This is not a great return on investment for time, effort and resources spent!  Successful change can be led through a thoughtful and structured process of change management.  In addition, leaders must provide and project certain characteristics and behaviors to help ensure a greater likelihood of change success.  

This workshop will address change management and leadership in three components, with the goal that participants will become skilled leaders of change for their respective firms.  

First, we will tackle the change management process including the psychology and theory of change, and the elements of an effective process.  

Our second step will focus on leadership qualities important to lead a change process.  This will include an assessment participants’ behavioral strengths using the Strengths Portrait.  Through a process of exploration using the online Strengths Portrait assessment, we will explore what motivates you and drives your everyday choices, the behavioral strengths that are key to success in various change situations, and where potential gaps may affect your success as an agent of change.   

Finally, we will integrate the process of change with our focus on leadership and apply it to a case study built on a change initiative in a law firm.


  • Examine change management:  theory, psychology and the process
  • Identify the leadership behaviors important to leading change
  • Assess and review individual behavioral strengths, the underlying motivations, and the relationship to leadership and change
  • Apply the change management process and leadership to a change management case study

Register now!

Sponsor a Master Class Workshop

*The Master Class Workshop Partners are the only vendors able to attend these workshops. Becoming a Master Class Workshop Partner is a great way to showcase your legal industry thought leadership and build your brand amongst industry decision-makers.  For more information, please download the ALPMA Summit Partnership Prospectus and contact Jenny Watson.

Major Summit Partners

Principal Partner

Best Practice Partner

Workshop Partner

Live & On-Demand Partner

Thought Leadership Awards Partner

Document Management Partner

Summit Cafe Partner

Summit Registration & Lanyard Partner

Pen & Stylus Partner