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Project Management for Lawyers 2015

 
Author(s): Hal Clarke, Susan Raridon Lambreth
Practice Area: Professional Skills
Published: Jan 2015
PLI Item #: 59065
CHB Spine #: B2146

Hal Clarke
Deputy General Counsel, Wealth and Investment Management Division, Wells Fargo & Co. Law Department


Provides executive leadership to:

Responsible for the Wealth and Investment Management (WIM) Division which provides legal support and advice for the Wells Fargo wealth, retail brokerage, retirement and asset management, including mutual fund, businesses.

In current role since:

  • 2015

Location:

  • Charlotte, North Carolina, United States

Positions (or roles) at Wells Fargo:

  • Deputy General Counsel, Wealth, Brokerage, Retirement & Asset Management Division(2013-2015)
  • Deputy General Counsel, Retail Brokerage & Asset Management Division(2008-2013)
  • Deputy General Counsel, Capital Management Group, Wachovia Corp. (2001 - 2008)
  • Deputy General Counsel, Capital Management Group, First Union Corp. (1996-2001)
  • Assistant General Counsel, Senior Vice President, First Union Corp. (1993-1996)
  • EVP, General Counsel and Secretary, Georgia Federal Bank, FSB, Atlanta, Georgia (1986-1993), Head of Human Resources (198-1993)

Previous positions prior to joining Wells Fargo:

  • Partner, Gambrell, Clarke Anderson & Stolz, Atlanta, Georgia (1985-1986)
  • Partner (1980-1985), Associate (1976-1980) Mitchell, Clarke, Pate, Anderson & Wimberly, Atlanta, Georgia

Education:

  • JD, Washington & Lee University, Magna Cum Laude, Order of the Coif, Articles Editor, Washington & Lee Law Review (1976)
  • AB, Washington & Lee University, Summa Cum Laude, Phi Beta Kappa (1973)

Professional affiliations:

  • Bar Admissions, Georgia (1976), North Carolina (1994)
  • American Bar Association; NC Bar Association; Mecklenburg County Bar; Lawyers Club of Atlanta; American College of Mortgage Attorneys

Community leadership:

  • Trustee, Charlotte Museum of History, 2006-2012
  • President, Washington & Lee Law Council (Law Alumni Association), 2012-2013

Other:

  • Advisor, Wells Fargo Law Department Diversity Council and Legal Professional Education Group, Wells Fargo Law Department

 


Susan Lambreth is a founding Principal at LawVision Group and is nationally recognized as one of the top leadership, practice group and project management consultants for law firms. For over 25 years, she has helped law firms of all sizes improve their profitability and enhance their lawyers’ leadership and management skills.

Susan is the Chair and Founder of the LPM Institute, the leading resource for educating law firms and law departments on implementing project management in their organizations. She has given hundreds of speeches on practice management, LPM, strategy and trends affecting law firms or law departments.

She is also the author of five leading books on practice group management and legal project management including:

Prior to co-founding LawVision Group, she was with Hildebrandt International for almost 20 years, where, in addition to her consulting work, she chaired many of their conferences and led several of the most successful roundtables for law firm professionals. Prior to that, Susan spent almost seven years with Altman & Weil. 

Results

  • Helped many of the largest firms in the U.S. implement strong practice group management (including over 30% of the AmLaw 100) and train their Practice Group Leaders.
  • Trained over 5,000 lawyers, who hold firm or practice management roles, in leadership and management skills.
  • Trained over 3,500 lawyers and other legal professionals in legal project management.

Publications

Books:

Articles:

Speaking Engagements

  • Practising Law Institute, "Project Management for Lawyers" (January 2016)
  • Two-day Legal Project Managment Training Workshop (November 2015)
  • Legal Pricing Masterclass (October 2015)
  • LawVision Group and LPI Institute, "Legal Project Management - Two Day Certification Course" (April 2015)
  • ALA TN Chapter Meeting, "Legal Project Management - Fad or Change in the Law Firm Business Model?" (April 2015)
  • Corporate Counsel CLE Seminar, "Relationship Management: Litigation Budgets That Work" (February 2015)
  • Practising Law Institute, "Project Management for Lawyers" (January 2015)
  • ABA Legal Project Management Training Boot Camp Webinar, "LPM Stage 1: Introduction & Engaging with the Client" (January 2015)
  • Two-day Certification Course, "Legal Project Management" (December 2014)
  • Law Firm Leaders Forum, "Enhancing Practice Group Performance & Profitability" (November 2014)
  • 2nd Annual Midwestern Law Firm Leaders Forum, "Improving Law Firm Practice Group Profitability and Efficiency" (October 2014)
  • ABA Litigation Section, "It's a New World - Use Legal Project Management to Conquer It!" (September 2014)
  • Webinar, "Legal Project Management: Prepare for Changes in the Practice of Law" (August 2014)

Professional Associations & Boards

  • Chair of the annual program, Project Management for Lawyers, Practising Law Institute
  • Fellow, College of Law Practice Management
  • Past Member, Research on the Future of the Legal Profession Committee, ABA
  • Past Member, House of Delegates, ABA