AGENDA

*Agenda times and sessions are subject to change.

Registration & Breakfast

Icebreaker

Chairperson’s Opening Remarks

  • Seth McNary | Entity Compliance and Governance Leader – Americas | EY
  • Daniel Coll | Senior AGC, Legal Operations | Jabil, Inc.
  • Shannon Whitt | VP Global Legal Operations | AIG

Seth McNary

Americas leader for EY’s Entity Compliance & Governance and Legal Managed Services Leads teams managing cross-border legal engagements and operations, change management initiatives, process and technology automation, robotics, contract management, and analytics He advises multinational organizations on governance and compliance best practices. He works with Fortune 500 companies to implement governance controls, technology, and process […]

Daniel Coll

Dan manages legal operations for Jabil, Inc., a $25B global product solutions company headquartered in St. Petersburg, Florida.  His team provides technology, process, financial, and other operational support to Jabil’s legal team worldwide. Prior to joining Jabil, Dan served as the General Counsel of Elevate Services, a market-leading law company, and has held senior legal […]

Shannon Whitt

Shannon Whitt is Vice President in the Office of the General Counsel Global Operations at AIG.  Shannon and her team are responsible for driving results across AIG’s legal spend and legal management by leading business critical programs and projects, introducing project management best practices and  driving a standard process and data driven approach to improve […]

Disruption: How and When Will the Legal Industry Transform?

Disruption has replaced stasis as the “new normal”. Tech-enabled companies have unseated entrenched market leaders across multiple industries. Social media, cloud computing SaaS, AI, Blockchain and other technology platforms have blurred the lines between work and “down time” all of which have shown disruption to play a significant role in the transformation of most organizations. The legal marketplace is changing, but not at the warp speed that is characteristic of today’s “new normal” – why? We will take a look at why, how and when we will see real change in legal services. A few topics include:

    • Examining the road blocks the legal industry puts up to hinder change
    • Understanding how the metamorphosis in law is being forged by the interplay of technology; process & project management; digitization; consumer/client activism; a new buy/sell dynamic; machine learning; metrics; demand for better efficiencies; corporate delivery models with different performance/reward standards; capital and re-regulation
    • Identifying who will shape the delivery of legal services
    • Discussing when we will see more than drips of change and actual disruption to the legal field (both in-house and law firms)
 
  • Dana Huppert | VP & Head of Legal Operations | PineBridge Investments/span>
  • Sam Davenport | Director of Business Innovation & Finance | Davis Wright Tremaine LLP
  • Scott Milner | Partner | Morgan, Lewis & Bockius
  • Joe Borstein | Executive Director | EY Legal Managed Services

Joe Borstein

Professional background Experienced private practitioner – six years as an associate handling complex securities, real estate and insurance-related litigation at Kasowitz Benson Torres LLP. Award-winning alternative legal services industry leader – nearly eight years leading growth of one of world’s largest alternative legal services providers at Pangea3 (acquired by EY in June’19) at Thomson Reuters.   […]

Sam Davenport
Dana Huppert
Scott Milner

Co-leader and one of the original attorneys in Morgan Lewis’s eData practice, Scott A. Milner counsels and advises companies in electronic discovery and information governance processes and best practices. He works with Morgan Lewis’s lawyers across practice groups to tailor strategies and discovery management plans for clients around the globe, in numerous industries and disciplines. […]

Fireside Chat | The Future Ready Lawyer

Faced with increasing information complexity, changing client demands and shifting market forces, legal professionals are turning to technology to help them achieve better outcomes. However, not all lawyers are doing so at the same pace, and those already leveraging technology have an early adopter advantage, including higher profitability and readiness to take on change, according to the findings of the 2019 Future Ready Lawyer Survey from Wolters Kluwer Legal & Regulatory.

  • Moderator: Brian Dalton | VP, Research & Content | Breaking Media
  • Stacey Caywood | CEO | Wolters Kluwer Legal & Regulatory
  • Dean Sonderegger | SVP & General Manager | Wolters Kluwer Legal & Regulatory

Stacey Caywood

Stacey Caywood is the CEO of Wolters Kluwer Legal & Regulatory, a leading provider of information, software and integrated workflow solutions for legal and business compliance professionals worldwide. The division has operations in Europe, the United States, and Asia Pacific. Ms. Caywood was previously President and CEO of Wolters Kluwer Law & Business, where she […]

Brian Dalton
Dean Sonderegger

With extensive knowledge and experience in professional software and services, Dean Sonderegger directs Wolters Kluwer Legal and Regulatory U.S., a leading provider of information and expert solutions for legal and business compliance professionals and part of the Wolters Kluwer Legal & Regulatory division. In this role he is responsible for accelerating the vision and strategy […]

Embracing Cultural Transformation – How to Get Everyone On-Board!

To drive digital change, legal departments and law firms need great ideas and they need great people. The technology is rarely the reason for failure, in fact, digital technologies are disruptive and cause enterprises the need to change policies, processes and procedures. So, when leading digital transformation, how can you actively foster an environment that supports change while breaking down silos that traditionally exist between business and IT, particularly in an industry that is traditionally known to be slow to change? In this session we will look to answer questions such as:

    • How do you get everyone to adopt transformational objectives?
    • What can you do to make all your employees comfortable with new technology and the change it fosters both internally and externally?
    • Who do you enlist to become leaders to best demonstrate and model the new ways of working to garner support?
    • How do you harvest ideas, nurture innovation and get staff excited about change?
    • When do you need to bring new talent on-board to replace those unwilling to change?
 
  • Kate Orr | Senior Innovation Counsel | Orrick, Herrington & Sutcliffe
  • Felice Gray-Kemp | Chief Legal & Administrative Officer | Planet Alpha Corporation
  • Stacy L. Walsh | 2nd VP, Corporate Legal Operations | Travelers

Felice Gray-Kemp

Felice Gray-Kemp is Chief Legal and Administrative Officer of Planet Alpha Corporation; a “green” technology innovator. Previously, she was a leader with Fortune 50 and other iconic global businesses.   The recovered tax attorney co-develops, drives and sustains the best practices ”Legal Departments” have needed to efficiently support ”The Business.” Felice embraces the possible. In her […]

Kate Orr
Stacy Smith Walsh

Networking Break

Using AI to Streamline the Contract Management Process

In order to improve operations and competitiveness, businesses are increasingly using contract management software. In this session, we will examine challenges and look at how Artificial Intelligence (AI) technology could improve and solve these issues. Large organizations manage an average of 20,000 – 40,000 active contracts. AI-enhanced contract management is a necessity, not a luxury. This session will delve into:

  • Using AI to break silo mentality so the entire company is engaged
  • Using out-of-the-box AI tools to expedite your own digital transformation
  • Eradicating duplication, and reducing contract inconsistencies
  • Real-time contract analytics that equips executives and the General Counsel with data-driven decisions
  • Deirdre Leone| VP of Sales, North America | ContractPodAi

Deirdre Leone

Managing the Impact of Social, Mobile and Collaborative Apps on eDiscovery

Communication methods have changed amongst consumers, employees and even organizations. Companies are talking to customers on social media, collaborating internally in the cloud or apps and everyone is conducting business on mobile devices. What this means is there are more sources of ESI to worry about. This session will take a look at how you can understand what was said in a chat, the meaning behind emojis and content that was shared on a white board in a conference room all has to be examined. We will also cover common best practices and lessons learned to adapt eDiscovery processes and workflows to address today’s digital reality.

  • Scott Milner, Partner, Morgan, Lewis & Bockius
  • Vincent Catanzaro, Senior Attorney, Morgan, Lewis & Bockius

Scott Milner

Co-leader and one of the original attorneys in Morgan Lewis’s eData practice, Scott A. Milner counsels and advises companies in electronic discovery and information governance processes and best practices. He works with Morgan Lewis’s lawyers across practice groups to tailor strategies and discovery management plans for clients around the globe, in numerous industries and disciplines. […]

Understanding the Role of Legal Operations: Taking Legal from Above the Line to Below the Line

More and more legal departments and law firms are recognizing and embracing the benefits of a Legal Department Operations Manager/Director. In this interactive session we will examine the reasons why organizations need legal operations and what those individuals do for their legal departments in-house or for their law firms.

    • Lynne Ashby | Director, OGC Operations & Risk Mitigation | Raytheon Company
    • Giovanni Di Luca | Director, Legal Operations | Zuckerman Spaeder LLP

Lynne Ashby

In early 2019, Ms. Ashby was appointed as the Director of the Office of General Counsel Project Management and Business Operations team for Raytheon Company.  Ms. Ashby led the way in standing up and maturing the newly formed OGC Operations team.  Lynne has led a wide variety of programs spanning all-electronic tolling systems, software-defined military […]

Giovanni Di Luca
https://www.zuckerman.com/people/giovanni-di-luca

Networking Luncheon

The Practical Application of AI in the Law

Artificial Intelligence is sweeping through our daily lives and stirring up a frenzy of speculation and fears across all industries and consumers. For the legal profession, the use of AI to perform such tasks as research, contract analysis and customer/client relations is both exciting and scary. In this interactive session, we will discuss different case studies as to how lawyers are using AI and how to use it to enhance your job rather than worry about it replacing you.

    • Karen Suber | Co-Founder, Chief Legal & Innovation Officer | Attune Capital Group
    • Alex Ross | Senior Legal Product Expert | Luminance

Karen Suber

Use Case Demo | Luminance – The AI Platform for the Legal Profession

In this demo, you will see the cutting-edge technology at the core of Luminance in action. Find out how you and your legal team can more efficiently review documents. Letting you get back to your role as a trusted advisor while retaining confidence and control in your results.

  • Alex Ross | Senior Legal Product Expert | Luminance

Digital Forensics and e-Discovery

Fortune 500 companies are split into two camps – those who place d-Discovery capabilities within their legal departments; and those who camp e-Discovery within Digital Forensics. This will be a discussion of why this happens, and the advantages and disadvantages of both methods.

  • Marc Yu | Group VP of e-Discovery & Digital Forensics | SunTrust Bank

Marc Yu

To Be a Legal Powerhouse of the Future You Must have a Workforce for the Future

Legal, like most industry sectors, is becoming increasingly digitalized. In response, law firms and in-house counsel must learn how to adapt their operating models and be prepared to adapt at more frequent intervals; this means, they also need to assess the skills and capabilities required to support and sustain the requisite changes. As we discuss the challenge to finding, attracting, growing and retaining the skills in a digital world competing for the same resources, we will look at:

    • How to increase appeal as an employer to attract new talent
    • Examine the skills gap in your current talent and learn how to best develop current employees
    • Review outsourcing options to provide ability to ramp up or down based on demand
    • Learn to tap into innovation with crowdsourcing
    • Identify what your future department/company will look like and plan for it now
 
  • Linda Novosel | Chief Innovation & Value Officer | BLANKROME
  • Senen Garcia | General Counsel/Managing Partner | TokenPay/SG Law Group

Senen Garcia
Linda Novosel

Networking Break

Today’s In-House Counsel – Finding Those Who Will Make an Impact

The demands, skills and experience modern in-house counsel need to bring to their jobs are diverse and challenging, requiring innovative and flexible thinking. In this session, we will look at what counsel can do to drive change in their organization and develop a value-added reputation. We will also discuss IP and technology counsel’s opportunity to expand on their skill-sets to make a business impact.

  • David Shofi | Chief Legal Officer | Univercells

21st Century Data Management for Legal Departments and Law Firms

This session will provide a deep dive into the three-legged stool of people, processes and platforms that has enabled ongoing agility and modernization. Topics covered will include the “un-silo-ing” of various data repositories, robust extranet and knowledge-management offerings and collaboration with technology providers.

  • Robert Brownstone | Technology & eDiscovery Counsel & Chair, EIM Practice Group | Fenwick & West

Robert Brownstone

Big Data & the Business of Law: Data-Driven Insights on Clients, Business Operations, Finances and Talent Management

90% of today’s data has been produced in the last two years; and that number is going to continue to increase exponentially as we continue to use mobile devices, social media, etc. Big Data has been a key term in almost every industry for the last few years; but now finally in-house and outside counsel are embracing the insights that can be actualized through Big Data. In this session, we will look at how data can provide insights into such things as:

  • Analyze and predict court cases
  • Determine which law firms will work best in certain scenarios
  • Understand which judges will provide the best outcomes
  • Examine ways to determine who is the best talent for your teams
  • Find best ways to cut costs and improve efficiencies
Marlene Gebauer | Director of Strategic Legal Insights | Greenberg Traurig

Marlene Gebauer

Intelligent Tech: AI, Machine Learning and Enabling Attorneys to Focus on Higher – Level Work

In this short case study, we will see first-hand how technology can remove the mundane tasks to allow for you and your legal team to focus on more interesting, higher-level legal work.

  • Josias Dewey | Partner | Holland & Knight

Josias Dewey

Chairperson’s Closing Remarks

    • Seth McNary | Summit Co-Chair | Principal EY Law - Americas Leader, Entity Compliance & Governance, Legal Managed Services
    • Shannon Whitt | VP Global Legal Operations | AIG
    • Daniel Coll | Sr. AGC, Legal Operations | Jabil, Inc
 

Seth McNary

Americas leader for EY’s Entity Compliance & Governance and Legal Managed Services Leads teams managing cross-border legal engagements and operations, change management initiatives, process and technology automation, robotics, contract management, and analytics He advises multinational organizations on governance and compliance best practices. He works with Fortune 500 companies to implement governance controls, technology, and process […]

Daniel Coll

Dan manages legal operations for Jabil, Inc., a $25B global product solutions company headquartered in St. Petersburg, Florida.  His team provides technology, process, financial, and other operational support to Jabil’s legal team worldwide. Prior to joining Jabil, Dan served as the General Counsel of Elevate Services, a market-leading law company, and has held senior legal […]

Shannon Whitt

Shannon Whitt is Vice President in the Office of the General Counsel Global Operations at AIG.  Shannon and her team are responsible for driving results across AIG’s legal spend and legal management by leading business critical programs and projects, introducing project management best practices and  driving a standard process and data driven approach to improve […]

Networking Cocktail Reception

Registration & Breakfast

Chairperson’s Opening Remarks

  • Seth McNary | Summit Co-Chair | Principal EY Law - Americas Leader, Entity Compliance & Governance, Legal Managed Services
  • Ursula Kerrigan | SVP & General Counsel, North America and Legal Operations | AXA XL
  • Ebony Smith | Contracts Manager | Maestro Health

Seth McNary

Americas leader for EY’s Entity Compliance & Governance and Legal Managed Services Leads teams managing cross-border legal engagements and operations, change management initiatives, process and technology automation, robotics, contract management, and analytics He advises multinational organizations on governance and compliance best practices. He works with Fortune 500 companies to implement governance controls, technology, and process […]

Ebony Smith

Ebony N Smith is a skilled Contracts Administrator and certified paralegal with over 15 years of experience in contract management. As Maestro Health’s Contracts Manager, Ebony manages the administration of contracts though the contract management lifecycle. Ebony serves as the central touchpoint and administrator for all things contractual. Ebony leads the effort in ensuring the integrity […]

Shannon Whitt

Shannon Whitt is Vice President in the Office of the General Counsel Global Operations at AIG.  Shannon and her team are responsible for driving results across AIG’s legal spend and legal management by leading business critical programs and projects, introducing project management best practices and  driving a standard process and data driven approach to improve […]

Lessons Learned from the Legal AI Efficacy Report

Never has there been more noise in the legal marketplace about a technology as there is today about so-called Artificial Intelligence. Yet the effectiveness of the tools remains fuzzy. Published for the first time in August 2019, The Legal AI Efficacy Report provides the comprehensive, independent analysis needed to evaluate what legal AI tools do—and how effective each actually is. This session is designed to cut through the hype and help law firms and law departments understand and evaluate their options for deploying AI solutions for specific use cases.

  • Brad Blickstein | Partner | Blickstein Law Group

Brad Blickstein

TED Talk | SOC-as-a-service as Law Firm Force Multiplier: Solving Security, Compliance, and Staffing Shortage

Law firms are struggle do improve their security, meet client vendor risk management requirements and compliance obligations, and having to do more with limited staff. Security Operations Center (SOC)-as-a-service provides a path forward to solve this conundrum. This TED-Talk-style session describes current cybersecurity challenges and new approaches to improving security, responding to client questionnaires, and meeting compliance obligations while avoiding staffing shortage headaches.

  • Mark Keating, Sr. Pre-Sales System Engineer, ArcticWolf

Marc Keating

Marc Keating Arctic Wolf Networks, Sr. Pre-Sales Systems Engineer is a technology strategist and leader with 20+ years of experience in sales, management, support, business, and engineering roles. Marc, a truly inspiring teammate, has extensive experience leading global teams at companies such as Dell, Equal Logic and Sun Microsystems all the while helping to educate […]

Information Governance: The New Rules of Document and Records Management

Professional ethics and risk management require law firms and legal departments to develop strong practices throughout the lifecycle of any matter. As we continue to move through this digital world and see documents and records coming through in a variety of manners, a focus on information governance is a must. This session will examine the “new” rules and ethics of matter/case file and document management within the context of sound governance principles.  

  • James Sherer | Chair of the Information Governance Practice Team | BakerHostetler

James Sherer

Networking Break

Blockchain and Smart Contracts Technology: Utilizing Automated and Standardized Documents

Blockchain technology is being seen as the backbone of a new type of internet. It allows for transactions to be kept on a digital ledger which is shared by everyone in that network. Blockchain is also intricately connected with another concept called smart contracts. In this session we will examine how blockchain and smart contracts technology are being used to build tools and infrastructure to automatically execute contracts, collect data about disputes for quicker resolutions, record commercial transactions and verify legal documents and more.

  • Karen Buzard | Senior Counsel, US Know How | Allen & Overy

Karen Buzard

Interactive Breakout Discussions

The Power of Legal Fee Transparency

  • Joseph Tiano, Jr. | Founder & Chief Executive Officer | Legal Decoder
Corporate Legal Department Optimization: Automating Corporate Legal Operations and Driving Economic Value
  • Eric Derk | Managing Director, Forensics -Americas Legal Function Consulting | EY

Joseph Tiano, Jr.

When Business Culture Clashes With Your Company’s Security and Legal Needs

What inhibits corporate security and investigations the most?  This panel examines how business culture frequently clashes with – and defeats – processes advocated by IT security and lawyers seeking to confront escalating cyber threats and legal pressures to investigate potential wrongdoing by employees.  Security and compliance imperatives compel companies to look at banning the use of non-company email systems or texting apps (whether ephemeral or surveilled by foreign governments like WeChat),  but fear provoking the ire of employees and executives who put business convenience first. Corporate investigations often fall short of comprehensive when they cannot capture communications on non-company apps, or the data is stored on smartphones that are not searched.  Add in employee privacy concerns under the GDPR, and you will understand how companies allow cultural pressures to put in place up-to-date security and investigations.  

  • Seth Eichenholtz | Head of Electronic Discovery | MasterCard
  • Patrick Burke | Partner, Data Technology & Cybersecurity | Phillips Nizer LLP

Patrick Burke
Seth Eichenholtz

Innovation is Driving New & Evolving Roles in Legal

As legal innovation continues to advance through the advance of technology, the focus on client experience and cost-cutting and revenue making opportunities; there has been an expansion in roles. In this interactive session we will discuss such things as:

    • What types of new roles have emerged in the legal world due to innovation
    • How typical positions have evolved
    • What types of technologies are being utilized
    • Which diverse hiring practices are being employed to encourage innovation
  
  • Thor Alden | Legal Innovation Manager | MasterCard
  • Brian Jenson | Director, Legal Service Delivery | Orrick

Thor Alden
Brian Jenson

Chairperson’s Closing Remarks

  • Seth McNary | Entity Compliance and Governance Leader – Americas | EY
  • Shannon Whitt | VP Global Legal Operations | AIG
  • Ebony Smith | Contracts Manager | Maestro Health

Seth McNary

Americas leader for EY’s Entity Compliance & Governance and Legal Managed Services Leads teams managing cross-border legal engagements and operations, change management initiatives, process and technology automation, robotics, contract management, and analytics He advises multinational organizations on governance and compliance best practices. He works with Fortune 500 companies to implement governance controls, technology, and process […]

Ebony Smith

Ebony N Smith is a skilled Contracts Administrator and certified paralegal with over 15 years of experience in contract management. As Maestro Health’s Contracts Manager, Ebony manages the administration of contracts though the contract management lifecycle. Ebony serves as the central touchpoint and administrator for all things contractual. Ebony leads the effort in ensuring the integrity […]

Shannon Whitt

Shannon Whitt is Vice President in the Office of the General Counsel Global Operations at AIG.  Shannon and her team are responsible for driving results across AIG’s legal spend and legal management by leading business critical programs and projects, introducing project management best practices and  driving a standard process and data driven approach to improve […]

Summit Concludes

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