PERSUIT Exchange _ Financial Service_Landing Page (5)

The financial services industry is evolving—how are legal leaders staying ahead?


📅 Date: Thursday, April 10, 2025

🕐 Time: 12:00 PM - 5:30 PM

📍 Location: Convene, 101 Park Avenue, New York, NY

PERSUIT Exchange is an exclusive, invite-only gathering where top legal professionals come together to discuss the future of outside counsel management.  This half-day event provides a unique forum for in-house legal teams to collaborate on strategies that maximize value, efficiency, and transparency in legal spend.

Event registration has closed, thank you for your interest!

Agenda

12:00 PM - 12:45 PM | Networking Lunch
Kick off the event with a networking lunch, where you can connect with industry peers and speakers before the sessions begin.
12:45 PM - 1:15 PM | Legal Advisor to Strategic Partner: Earning a Seat at the Table

Welcome & Fireside Chat

Seamus Morley, Chief Legal Officer, Head of Enterprise Litigation and Regulatory Law at
Prudential Financial, Inc. joins Jim Delkousis, Founder & CEO, PERSUIT for a fireside chat discuss what it takes for the legal department to truly be seen as a ‘strategic partner’ to the rest of the business.

1:15 PM - 2:15 PM | From Metrics to Impact: Telling the Story of Legal’s Value Through Data 

Panel & Roundtable Discussion

This interactive session will explore best practices in leveraging data to tell the legal team’s value story with a particular focus on cost avoidance, cost reduction, and savings metrics. The session will include a presentation on key metrics, data sources, and calculation methods used by high-performing legal ops teams. It will also showcase the reporting capabilities of the PERSUIT platform and how companies across industries use them today to tell their story.

Speakers:

  • Will Holman, Senior Manager, Legal Advisory, PERSUIT
  • Rachel Zahorsky, Vice President, Client Engagement at Harbor Consulting
  • Laura Ochoa, Principal, PwC
  • Laura Spalding, Senior Director, Customer Experience, PERSUIT




2:15 PM - 2:30 PM | Networking Break

Refreshments and an opportunity to connect with peers. 

2:30 PM - 3:30 PM | Mastering Pricing Strategies: Optimizing AFAs & Auctions for Better Outcomes

Interactive Panel Discussion

The PERSUIT Legal Advisory Team and law firm experts will discuss how to unlock the full potential of Alternative Fee Arrangements (AFAs) and Auctions. Learn how to structure AFAs for success, negotiate effectively, and manage changes. Then, explore strategies to maximize law firm engagement in auctions, ensuring stronger bids and better outcomes.

Speakers: 

  • Maui Gevero, Senior Manager, Legal Advisory, PERSUIT
  • Hiro Oshima, Deputy General Counsel, SMBC
  • Thomas Mellor, Partner, Morgan, Lewis & Bockius, LLP
  • James McPhillips, Partner, Clifford Chance
  • Samara Abrams, Director, Business Development, Willkie Farr & Gallagher, LLP
3:30 PM - 3:45 PM | Networking Break

Refreshments and an opportunity to connect with peers.

3:45 PM - 4:45 PM | PERSUIT Industry Outlook: Key Trends Shaping 2025-2026

Panel Presentation

Join PERSUIT Founder & CEO Jim Delkousis and the leadership team as they explore key industry trends shaping 2025-2026. This session will provide a data-driven look at how AI is transforming legal service delivery, the evolving role of in-house teams, and innovative approaches to outside counsel management. Learn how legal departments are driving cost predictability, optimizing legal spend, and leveraging AI-powered solutions to become smarter buyers of legal services.

4:45 PM - 5:30 PM | Cocktail Reception

Wrap up the day with a networking reception, allowing for informal conversations and deeper relationship-building. 

What You’ll Gain

Exclusive Insights

Hear from top legal executives and industry experts on best practices and data-driven decision-making.

Actionable Strategies

Learn how to maximize legal spend, optimize pricing models, and implement cost-saving measures.

Unmatched Networking

Engage with your peers in an exclusive, invite-only setting.

WHO WILL ATTEND
  • General Counsel/ Chief Legal Officer
  • Deputy General Counsel / Associate General Counsel
  • Heads of Litigation
  • Head of Legal Operations / Director of Legal Operations / Chiefs of Staff
  • Legal Operations Managers & Specialists
  • Chief Compliance Officer
  • Procurement Leaders Managing Legal Services

COMPLIANCE COMMITMENT

PERSUIT Exchange is structured to foster thought leadership and best practices without discussing competitively sensitive information or coordinated legal strategies—ensuring full compliance with antitrust laws and industry regulations.

PERSUIT Exchange _ Financial Service_Landing Page (6)