ILTA Voices
Episodes
Friday Dec 16, 2022
Budget: Lessons Learned
Friday Dec 16, 2022
Friday Dec 16, 2022
In this podcast interview, the speaker will provide tips in how to achieve excellence in budget creation, defense and control, especially for the Legal area.Questions Marcelo will ask the speaker:
What are the challenges of preparing a Budget in a legal area where we know that calculations, metrics, statistics and other data models are not part of the lawyer's daily life?
We know that communication not only in topics such as the Budget but in many others, in fact in all topics is something that must be encouraged and reinforced, drawing on this topic, how important internal and external communication is for the creation of a Budget effective?
Thinking about accuracy, is there any budget model that you think is more assertive, how do you know which is the best Budget model (opening) for my company?
So once all the assumptions have been aligned with the team, the teams in turn are safe for the defense, can you give us some tips for sustaining the numbers against the approval area? We know this is the hardest part, especially when you need more money compared to growing your business.
How can we know if we are asking enough, when we can know if we need to ask for more?
A point that I always see in the definition of Budget in several companies from the most diverse branches is the famous one: fat, that is, calculating the correct amount but leaving an extra amount for unplanned expenses, what do you think of this approach?
Leave an extra Budget or not?
What is the role of the Legal Ops team in the composition of the Legal Budget? I'll try to make myself clearer, we know that some areas tend to work in silos, that is like a black box, how do you think the Legal Ops team can help?
Moderator:@Marcelo Cardoso - Supervisor of Data Analytics, Mercado LivreSpeaker:Guillermo Calvo - Legal Ops Regional Supervisor, Mercado Livre
Recorded on 12-16-2022
Friday Mar 05, 2021
Friday Mar 05, 2021
Finance & IT often need to work together since finance uses multiple financial systems and needs support. IT uses finance for paying invoices and getting help during the budget season. In this session, we will showcase and review best practices implemented by firms in creating a successful financial system implementation or roll out.Moderator:@Jarmila Pencikova - Director, Finance, Osler, Hoskin & Harcourt LLPConfirmed Speakers:@Jason Thomas - Chief Information Officer, Cole, Scott & Kissane P.A.@Ed Aguero - Chief Financial Officer, Cole, Scott, & Kissane P.A.
Recorded on 03-05-2021
Thursday Oct 22, 2020
Do You Know How Good You Are?
Thursday Oct 22, 2020
Thursday Oct 22, 2020
In this micro-learning podcast, we will briefly highlight benchmarking, competitive intelligence, what tools do you use and how do you compare yourself to others?Moderator:@Jarmila Pencikova, Director, Finance, Osler, Hoskin & Harcourt LLP
Speaker:
@Kevin Bielawski, Director of Legal Operations, Husch Blackwell LLPRecorded on 10-22-2020
Monday Oct 12, 2020
How to Win Friends With E-Billing
Monday Oct 12, 2020
Monday Oct 12, 2020
In this podcast session, we will discuss ways to maximize ROI of an e-billing system, tool support, and highlight why a unified process allows you to better track spending.Moderator:@Will Pett, Senior Business Analyst, Fidelity Investments
Speaker:@Donald Knight, Director of Legal and Tax Operations, Crown CastleRecorded on 10-12-2020
Wednesday Jul 01, 2020
Global Document Management Challenges
Wednesday Jul 01, 2020
Wednesday Jul 01, 2020
In this micro-learning podcast session, the speakers will provide best practices and tips on how law departments and law firms with global presence can address document management challenges for a user base that is spread across the world.
Moderator:@Jetashree Shah - IT Manager, Caterpillar, Inc.Speakers:@Matthew Hobbs - Managing Director – Legal Management Consulting, Duff & Phelps, LLC@Mike Ferrara - Director, Legal Management Consulting, Duff & Phelps, LLCRecorded on 07-01-2020
Thursday Jun 25, 2020
Success Story in How to Pivot So You Can Remain Employed
Thursday Jun 25, 2020
Thursday Jun 25, 2020
In this podcast session, please enjoy listening to a success story in how to pivot during this tumultuous time so you can remain employed.Interviewer/Speaker:@Jarmila Pencikova, Director, Finance, Osler, Hoskin & Harcourt LLP
Speakers:@Prashan Loganathan, Senior Manager, Billings & Collections, Osler, Hoskin & Harcourt LLPHeather Smith, Senior Manager, Hospitality & Special Events, Osler, Hoskin & Harcourt LLPRecorded on 6-25-2020
Thursday Sep 13, 2018
Financial Management Discussion: ILTACON 2018 PeerShare
Thursday Sep 13, 2018
Thursday Sep 13, 2018
Please join us during this quarter's financial management virtual roundtable as we discuss all things ILTACON 2018. We'll highlight what our panel heard, what their favorite takeaways were, information they obtained while at the conference and much more.
If you attended ILTACON 2018, we encourage you to share your feedback as well. If you didn't get a chance to attend this year, this is a great opportunity to hear what your fellow members thought was hot and what was not. We look forward to the conversation!
Panel:Andrea Engels - Director of Finance, GoodmansJarmila Pencikova - Director of Finance and Controller, Osler, Hoskin & Harcourt LLPRobin Simmons - CFO, Rogers Towers, PA
Recorded on 9-11-18
Monday May 15, 2017
Distribution of Financial Information
Monday May 15, 2017
Monday May 15, 2017
In this ILTA Radio recording, four ILTA members discuss their firm's insights on forms of financial distribution, how to get buy in, and the technology, tools and best methods for analyzing this information.
Moderator:Jarmila Pencikova has been the Director of Finance and Controller at Osler, Hoskin & Harcourt LLP for the past seven of her 27 years at the firm. She has played a major role in various projects at Osler over the past 20 years, including the implementation of Aderant Expert, Chrome River, Prebill Viewer, Control Systems and other financial systems. Jarmila is a CPA with 30 years of experience in finance, accounting and information systems.
Panel:John Ashley is the Director, Financial Systems & Projects at Cozen O'Connor in Philadelphia.
Lynn Bond is the Director of Financial Applications and Project Management at Morrison & Foerster. She has been in the legal industry for 22 years, with experience in implementations, conversions, training, vendor selections and project management. Lynn develops teams to go beyond the status quo and see how a project can transform the business.
Suzanne Koch is the Controller at Nyemaster Goode, P.C. and has 17 years of experience working in the legal industry. She holds certifications as a CPA and CMA, and is the President of the board of directors for the Iowa Association of Legal Administrators.
Patrick Robey is a Senior Budget & Analysis Manager at Morrison & Foerster. He has over 20 years of experience in finance-related positions within professional services, including FP&A, reporting, general ledger and process improvement. Patrick has a passion for leading teams and growing talent. He is interested in how data is driving businesses to change the behavior of employees, and how to present information to non-financial leaders in a clear and concise way.
Monday Oct 15, 2012
Emerging Tech Spotlight on Financial Management
Monday Oct 15, 2012
Monday Oct 15, 2012
Listen to the monthly series of podcasts from the Emerging Technologies group. Each month Lance Rea and Mark Manoukian have a conversation with the peer group of the month. This month's spotlight is on the Financial Management Group. David Smith, Steve Odum and Jarmila Pencikova talk about issues and initiatives in the Financial Management space. Format is conversational and touches on a number of different topics.
Tuesday Apr 26, 2011
Tuesday Apr 26, 2011
Companies are using business intelligence (BI) software to access and analyze the raw data associated with their business processes. BI has been found to help cut costs, create best practices, improve decision making and identify new business opportunities. With the growing need to improve efficiencies in every aspect of daily operations, how can the legal industry leverage this software? Several thought-leaders in the business intelligence arena recently sat down to share their views on this topic. This is the interview with Mark Poag at Datacert.
Tuesday Apr 26, 2011
Tuesday Apr 26, 2011
Companies are using business intelligence (BI) software to access and analyze the raw data associated with their business processes. BI has been found to help cut costs, create best practices, improve decision making and identify new business opportunities. With the growing need to improve efficiencies in every aspect of daily operations, how can the legal industry leverage this software? Several thought-leaders in the business intelligence arena recently sat down to share their views on this topic. This is the interview with Josh Bignell at Big Square.