In January of every year, the Institute hosts its Annual Value Meeting, bringing together select in-house legal departments and law firms to discuss hot topics as they relate to Value.

The two-day meeting is invitation-only and has a limited number of participants to ensure open dialogue and active contribution by all who attend.

Jan 3

2019 Annual Meeting

Please join us for the 5th Annual Value Meeting hosted at the Miami office of Greenberg Traurig January 3-4, 2019


PRICING TRACK FULL - Please join the waiting list if you'd like to attend the meeting as we look into other configurations and space to fit additional attendees.

NEW in 2019: Due to popular demand, the Institute is pleased to announce the addition of a Legal Project Management (LPM) Track at the Institute’s Annual Meeting in Miami.  The LPM track will feature LPM-focused and cross-cohort sessions developed by our LPM Track Programming Committee. 

The Institute will host its 5th Annual Meeting in Miami Thursday, January 3rd and Friday January 4th.  The format will follow that of prior years.  We will host an early arrivals reception on the evening of Wednesday, January 2nd, and then kick off the programming at 9:00 a.m on Thursday and end at 3:00 p.m. on Friday.  The Institute's Annual Dinner will also be held at 7:00 p.m. following Day 1 of the Meeting. Click the image below to view the full program.  


Similar to years past, space will be limited to keep this an intimate and highly-focused education session.  It fills up quickly, so please be sure to register as soon as possible once Registration using the link below.  This year, priority was given to those who have earned the Accedited Legal Pricing Professional (ALPP) designation.  For those not yet accredited, please visit the Institute's website to apply or learn more about the ALPP.

We are looking forward to another engaging meeting and will again have education provided by our highly recognized faculty of legal pricing and LPM experts.  More details on the programming will be released as the date nears.  In the meantime, please refer to the below to learn more on our faculty of educators and the topics covered in prior years.  


The 2018 Meeting was held on January 4th and 5th at the Miami office of Greenberg Traurig.  Kevin Doolan of Moller Professional Services Group facilitated the two-day meeting with a focus on building value between law firms and their clients.  With representatives from both the in-house and law firm cohorts in attendance, sessions included, among others:

  • Biggest Law Firm Challenges and Client Needs in Pricing Legal Services

  • In-house Roudtable Discussion and Problem Solving: "Closing the Value Gap"

  • Interactive Pricing Playbook Development: "Closing the Communication Gap"

  • Additional Breakout Sessions           


BTI once again contributed a State of the Market Overview.  Attendees rated the 2018 Meeting a "5 out of 5."   

View 2018 Meeting Agenda                                           


The 2017 Meeting was held on January 5th and 6th at the Miami office of Greenberg Traurig.  Kevin Doolan of Moller Professional Services Group, and Harvard Law School and Cambridge University as well as Danny Ertel of Vantage Partners, facilitated a two day meeting.  The session explored the top issues facing pricing and LPM professionals in their firms, how to scale the function and conversations to have with clients.  BTI contributed a State of the Market Overview and Professor Michele DeStefano of the University of Miami Law School hosted a session on Innovation in Legal.


The January 2016 meeting was held on January 7 and 8 at the office of Greenberg Traurig. The deep dive topic for the 2016 meeting was The Art and Science of Negotiation and was facilitated by one of the most reputable Negotiation experts and trainers – Danny Ertel of Vantage Partners. Participants received a healthy mix of theory and hands-on negotiation exercises through-out the session.

As well as being a founder of Vantage Partners, Danny was a Principal at Conflict Management Inc. and a Senior Researcher at the Harvard Negotiation Project, where he focused on the settlement of litigation and on the design of alternative dispute resolution procedures. He taught negotiation at the University of Toronto Law Faculty and has authored many books on the topic including:

  • Beyond Arbitration: Designing Alternatives to Securities Litigation

  • Getting Ready to Negotiate

  • The Point of the Deal: How to Negotiate when Yes is not Enough

The 2016 meeting program was developed through the contributions of Matthew Beekhuizen, Chief Pricing Officer of Greenberg Traurig; John Ferko, EVP of Miles & Stockbridge and Steven Manton, Strategic Pricing Leader of Debevoise & Plimpton.


The January 2015 meeting was held in Miami at the office of Littler Mendelson and the subject was Value in the New Normal – how to define, measure and create incentives for maximum value. Topics included:

∙ Measuring return on legal spend. How are in-house functions measuring return and how are law firms defining deliverables. What are the gaps and how can we close them.

  • Is value merely price or are there other levers such as risk avoidance, transaction success etc. – what are the hard and soft levers.

  • How to sell value up to the board or CEO.

  • Collaboration between law firms and in-house departments to convey value.

  • Procurement departments – the role they can play in the value negotiation.

  • How to leverage law firm pricing professionals to help achieve value successes.

  • Which alternative fee arrangements encourage real value.

…and more

The 2015 meeting was facilitated by Kevin Doolan of Harvard Law School and Cambridge University, and one of the world’s foremost thought leaders on Value in the legal industry; other facilitators included John Ferko, the Executive VP of Miles & Stockbridge and Alexi Caught of Moller PSG.

The 2015 meeting program was developed through the contributions of Jon Cott, Chief Pricing Officer of Covington & Burling; Justin Ergler, Director of Alternative Fee Intelligence and Analytics of GlaxoSmithKline; Julie Lee, Legal Program Manager of eBay; and Steven Manton, Strategic Pricing Leader of Debevoise & Plimpton.


Interested in sponsoring the meeting?  Click here to learn more.

2018 Attendee Testimonials

"This year's annual meeting was perhaps the best one yet. Thank you for organizing it!"

"The mix of interactive breakouts and more macro-level discussions was great."

"I'm so impressed with TVPI's mission and organization and look forward to increasing our participation. Thanks to each of you for your work on our behalf and your gracious hospitality."

"This [fellowship] is the best part of the meeting and why this is my favorite event of the year. We are able to connect with peers and colleagues, many of whom are now friends, in an informal setting."