September Miami

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2012 Redwood Analytics

®

User Conference

Analysis. Insight. Action.

September 10-12 • Miami

Welcome to the 2012

LexisNexis

®

Redwood

Analytics

®

User Conference!

Thank you for joining us at this year’s

conference. We are excited to bring together

business development, marketing, finance

and legal professionals for a few days of

analysis, insight and action. We hope you take

advantage of this opportunity to network,

learn and benefit from the experiences

of your colleagues, peers and the subject

matter experts at LexisNexis

®

_.

Our goal is to help you look at your client base

strategically, identify more profitable ways

to execute on your business development

plan and drive productivity using Redwood

Analytics solutions.

Registration Desk

If you have a question or need assistance, please visit the registration desk during these hours:

Monday, September 10

8:00 a.m. to 1:00 p.m. (The Living Room) and 1:00 p.m. to 5:00 p.m. (Grand Ballroom Foyer) Tuesday, September 11

7:30 a.m. to 5:00 p.m. (Grand Ballroom Foyer) Wednesday, September 12

7:30 a.m. to 11:45 a.m. (Grand Ballroom Foyer)

During the next several days, you’ll have the

opportunity to meet experts, learn about new

product features, provide input for future

product capabilities and create relationships

with LexisNexis

®

_{representatives, as well as fellow}

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Hospitality & Networking Event

Special Gala Dinner at The Bath Club Tuesday, September 11

6:15 p.m. to 10:00 p.m.

We will celebrate your visit to South Florida at one of the area’s famed locations – The Bath Club. Built in 1926, The Bath Club has been at the heart of Miami Beach’s social scene for many years. It has hosted countless dignitaries, celebrities and several U.S. presidents. Restored to its grandeur, it will serve as the perfect back drop for this year’s Gala Dinner, including cocktails. After a full day of conference activities, take advantage of the private beach and billiard room to relax and enjoy the company of your peers.

We’ll gather around 6:15 p.m. in the Ritz-Carlton lobby to travel to The Bath Club.

Conference Attire/Dress Code

Business casual is the recommended and preferred attire for daily sessions and evening functions. Complimentary Wireless Internet Access

We are pleased to provide you with complimentary wireless connection during the conference. To take advantage of this free service, follow the instructions to log into the hotel guest network, and enter your name and room number. The internet charges will be removed from your final bill. For more information on accessing the hotel network, contact the front desk.

Use The Ritz-Carlton Network

Visit the Product Showcase in our

Innovation Room

You could win an Apple®_iPad® ₃

Please take a few minutes during the conference to stop by our Innovation Room (Ocean/Tuttle Rooms), a showcase of our solutions, and see all that LexisNexis®

CRM & Analytics has to offer for your firm. Everyone who stops by and provides feedback, will be registered for a drawing to win an Apple®_iPad® _3.*

*NO PURCHASE NECESSARY. Drawing open to registered attendees of the 2012 LexisNexis®_{Redwood Analytics}®_User

Conference and who are residents of the 50 United States 18 years or older. Sweepstakes dates: September 10-12, 2012. Individual must visit the Innovation Room and fill out survey to be eligible. One entry per attendee. Prizes will be drawn at the conference. Only 1 grand prize will be awarded.

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PwC’s Law Firm Services practice consists of

professionals dedicated to understanding the strategic and operational issues of the law firm sector, serving as leaders in the areas of Assurance, Tax, and Consulting and acting as business advisors to law firm management as they navigate today’s complex and expanding domestic and global challenges.

Our strong international network of law firm services professionals help law firms with global operations address key business issues. See www.pwc.com/us/lfs for more information.

Founded on over two decades of leasing expertise, CoreTech Leasing, Inc. provides technology hardware, software and soft cost lease solutions to some of the nation’s most distinguished law firms. Our flexibility, knowledge of the legal industry, consultative approach and full-disclosure practices make it a clear and cohesive process while building a trusted, long-term relationship. Visit www.coretechleasing.com.

Thank you to our sponsors

We give a sincere thank you to our valued sponsors for their support and

participation in helping us make this a world-class event.

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Conference Sessions

We have broken the agenda into two primary tracks – a Thought Leadership Track and a Product Leadership Track. Sessions address the industry’s most pressing issues and showcase how Redwood Analytics software solutions can help legal, finance, business development and marketing professionals.

Download the Presentations Please visit

www.lexisnexis.com/intelligence/ redwood-user-conference.page

to get copies of the presentations. Ask the Experts

Take advantage of your time in Miami, and sign-up for a private 1:1 consultation with one of our Redwood Analytics product experts. Sign-up sheets will be located at the registration desks.

Join our Focus Group

We would like your opinion on complex issues around partner compensation. Sign up at the registration desk.

Earn CPE Credits

You can earn Continuing Professional Education (CPE) credit. Detailed CPE instructions for you to complete are included in your registration bag. Ensure you validate your attendance with a LexisNexis official and submit the form in the Conference collection box at the registration desk after the conference.

Keynote Speaker

Narendra Laljani, Director, Ashridge Business School Narendra Laljani is a director at Ashridge Business School, a leading international business school in the UK, where he teaches, researches and consults on business strategy. At Ashridge, he leads Qualification Programs and the Leading

Strategy and Change faculty group. He is also on the faculty for the consulting firm, Change Logic, which specializes in enabling organizations to respond successfully to disruptions in their market place.

Dr. Laljani’s main interests and expertise include strategic change, the strategic process, innovative growth

strategies and the challenges of building market-focused organizations. He works with senior managers and directors across a range of international organizations and industries. Dr. Laljani has worked with many

companies such as Carnegie Mellon Bank, Lafarge, Smith & Nephew and Unilever on consulting and executive education projects.

He received his Doctor of Business Administration from Cranfield University and has degrees in economics and management. Prior to joining Ashridge, Dr. Laljani worked with the chemical multinational ICI for 15 years in a variety of capacities.

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The Ritz-Carlton Ballroom Salon 2 Salon 3 Salon 1 South Pointe Courtyard G aller y Venetian Tuttle Ocean McArthur Lummus Lincoln Collins Lapidus Fisher Boardroom

The Ritz-Carlton

®

South Beach Floor Plans

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LexisNexis and the Knowledge Burst logo are registered trademarks of Reed Elsevier Properties Inc., used under license. Juris is a registered trademark of LexisNexis, a division of Reed Elsevier Inc. “PwC” and “PwC US” refer to PricewaterhouseCoopers LLP, a Delaware limited liability partnership, which is a member firm of PricewaterhouseCoopers International Limited, each member firm of which is a separate and independent legal entity. ©2012 PwC. All rights reserved. Apple and iPad are registered trademarks of Apple Inc. Other products or services may be trademarks or registered trademarks of their respective companies. © 2012 LexisNexis. All rights reserved.

2012 Redwood Analytics User Conference Agenda

September 10 The Ritz-Carlton Ballroom Thought Leadership Track Salon 1

Product Leadership Track

The Ritz-Carlton Ballroom Salon 2

Training

Lincoln, Lummus, McArthur Innovation Room Ocean/Tuttle

8:00 - 1:00 p.m. Registration Product Showcase

1:00 - 1:30 Welcome and Opening Remarks - The Ritz-Carlton Ballroom Salon 1 & 2 1:30 - 2:00 What’s New at Redwood Analytics - The Ritz-Carlton Ballroom Salon 1 & 2 2:00 - 2:45 ALM Survey Results - The Ritz-Carlton Ballroom Salon 1 & 2

2:45 - 3:00 Break - Ballroom Foyer

3:00 - 5:00 Innovation Keynote & Workshop - The Ritz-Carlton Ballroom Salon 1 & 2 5:15 - 6:15 Cocktail and Hors d’oeuvre Reception - The Ritz-Carlton Ballroom Salon 3

Training

7:30 – 8:30 a.m. Breakfast - The Ritz-Carlton Ballroom Salon 3 8:30 – 9:30 Firm Growth: All Partners are

Not Created Equal

How to Quantify a Partner’s Potential Value

Legal Project Management:

Hype or Reality in 2013 & Beyond

Redwood

Under the Hood ShowcaseProduct

9:30 – 10:30 Why ‘Unbreakable’ Firms Break:

Lessons Learned from 2011/2012

Client Panel:

Business Intelligence Best Practices

10:30 – 11:00 Networking Break - Ballroom Foyer & Lummus Foyer 11:00 – 12:00 p.m. Will Your Expansion

Strategy Succeed?

How Intelligence Informs Growth Strategies

Attorney Use of Insight & Intelligence:

How Firms Share Data with Partners

Preparing for Year End:

Steps to Take in Closing out the Firm’s Financials

Product Showcase

12:00-1:00 Lunch - The Ritz-Carlton Ballroom Salon 3

1:00 – 2:00 Pricing:

Setting Profitable and Competitive Rates

BI5 Success Strategies:

Dashboard Adoption _{Planning Alternative}

Fee Arrangements: Hands-on Applications Product Showcase 2:00 – 3:00 Focus Group: Partner Compensation – Keeping Score Profitability 101:

What They Don’t Teach in Law Schools

3:00 – 3:15 Networking Break - Ballroom Foyer & Lummus Foyer 3:15 – 4:15 I Want My Attorneys to Act

More Like Salespeople:

What Rainmakers Do to Create Success

Financial Trends and a Spotlight on Partner

Compensation

Client Profiles in

LexisNexis Client Analysis Product Showcase

4:15 – 5:15 Client Roundtables Client Roundtables

6:15 – 10:00 Gala Dinner at The Bath Club

Training

7:30 – 8:30 a.m. Breakfast - The Ritz-Carlton Ballroom Salon 3 8:30 – 9:30 View from the GC World:

What Your Clients Wished You Knew

Billing & Collections 101:

Best Practices for Managing Firm Finances

List Reports and Grouping – Report Studio

Product Showcase

9:30 – 10:30 Business Intelligence 2015:

View of the Future of Intelligence in Firms

Ages and Stages Analysis in LexisNexis Client Analysis

10:30 – 10:45 Networking Break - Ballroom Foyer & Lummus Foyer 10:45 – 11:45 Benchmarking:

Making Sense of Market Data

Client Analysis 101:

Best Practices for Managing Firm Growth

Streamlining Practice

Group Reports ShowcaseProduct