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About Legalcio

LegalCIO, Formerly the Law Firm Chief Information and Technology Officers Forum, combines cutting-edge updates on legal technologies with the chance to exchange practical guidance and discuss daily challenges with peers.

The event will focus on the most relevant opportunities and challenges impacting today’s law firm information, technology and knowledge management professionals including:

  • Collaborating with corporate legal departments and alternative service providers to offer improved delivery of legal services
  • Leveraging data analytics and project management in creating alternative fee arrangements in order to remain competitive
  • Utilizing discarded data for strategic advantage
  • The latest challenges in cloud migration: Office 365 and Exchange Online
  • Solutions for improving user experience and mitigating underuse/misuse of firm technologies
  • Emerging data security, data privacy and cybersecurity tools
  • Reducing cybersecurity risk through education, training and awareness
  • Managing and monitoring the Dark Web
  • Exploring the latest Artificial Intelligence (AI) platforms being offered and how to successfully implement them
  • Understanding technology priorities from the user perspective and positioning the IT department as a strategic asset in the law firm

Who you will meet:

Attendees of this event include titles such as Chief Information Officers, Chief Technology Officers, Directors of IT, Chief Knowledge Officers, Security Architects, Chief Executive Officers, and more.

Speakers

Haley Altman

Haley Altman

CEO and Co-Founder, Doxly, Inc.

Leonard Bailey

Leonard Bailey

Special Counsel for National Security, Computer Crime & Intellectual Property Section, Criminal Division, US Department of Justice

Ash Banerjee

Ash Banerjee

Global Chief Information Officer, Hogan Lovells US LLP

Stuart Barr

Stuart Barr

Chief Product & Strategy Officer, HighQ

Oz Benamram

Oz Benamram

Chief Knowledge Officer, White & Case LLP

Connie Brenton

Connie Brenton

Chief of Staff, Director of Legal Operations, NetApp

J Peter Bruzzese

J Peter Bruzzese

Microsoft Office 365 MVP, Mimecast

Scott Cohen

Scott Cohen

Director of eDiscovery and Practice Innovation, Winston & Strawn LLP

Tony S. Cordeiro

Tony S. Cordeiro

Chief Information Officer, White & Case LLP

Elie Francis

Elie Francis

Chief Executive Officer, One Discovery

John Green

John Green

Chief Information Officer, Baker Donelson

Dr. David Grossman

Dr. David Grossman

Associate Director, Information Retrieval Lab, Georgetown University

Ryan Hallman

Ryan Hallman

Chief Technology Officer & Co-Founder, Litify

Justin Hectus

Justin Hectus

CIO/CISO, Keesal, Young & Logan

Paul Hirner

Paul Hirner

Founder and CEO, ThinkSmart

Kumar Jayasuriya

Kumar Jayasuriya

Knowledge Management Attorney, Baker, Donelson, Bearman, Caldwell & Berkowitz, PC

Robert J. Kerr

Robert J. Kerr

Chief Information Officer, Cooley LLP

Brent E. Kidwell

Brent E. Kidwell

Chief Information Security Officer, Jenner & Block LLP

Sheehan Lake

Sheehan Lake

Chief Technology Officer, Aurora North Software, Inc.

Jake Laliberte

Jake Laliberte

Senior VP—Enterprise Solutions, Fulcrum GT

 Jason Lichter

Jason Lichter

Director, Discovery Services and Litigation Support, Pepper Hamilton LLP

Eric Lieber

Eric Lieber

Director of Legal Operations & Litigation Support. Toyota Legal One c/o Toyota Motor Sales, USA, Inc.

Daniel W. Linna, Jr.

Daniel W. Linna, Jr.

Director of LegalRnD - The Center for Legal Services Innovation & Professor of Law in Residence, Michigan State University College of Law

Ryan McClead

Ryan McClead

VP, Client Engagement & Strategy, Neota Logic

Vincent A. Marin

Vincent A. Marin

Chief Information Officer, Sidley Austin LLP

Nicole G. Minnick

Nicole G. Minnick

Chief Information Officer, Williams & Connolly LLP

Reuven Moskowitz

Reuven Moskowitz

COO, Morgan & Morgan P.A.

Jeff Nace

Jeff Nace

VP Product Management, ONE Discovery

Mary O'Carroll

Mary O'Carroll

Head of Legal Operations, Google

Michael Quartararo

Michael Quartararo

Director of Litigation Support Services, Stroock & Stroock & Lavan LLP

Scott D. Rechtschaffen

Scott D. Rechtschaffen

Chief Knowledge Officer, Littler Mendelson

Howard Russell

Howard Russell

President and CEO, RBRO Solutions

Jeffrey C. Sharer

Jeffrey C. Sharer

Partner and Co-Chair, Data Law Practice, Akerman LLP

Michael P. Shea

Michael P. Shea

Chief Information Officer Morgan, Lewis & Bockius LLP

David W. Simon

David W. Simon

Partner, Foley & Lardner LLP

Frank Spadafino

Frank Spadafino

Chief Information Officer, Hughes Hubbard & Reed LLP

Mark A. Sportack

Mark A. Sportack

Chief Information Officer, Crowell & Moring LLP

Michael (Mick) Stawasz

Deputy Chief for Computer Crime, Head of the Cybersecurity Unit, Computer Crime & Intellectual Property Section, Criminal Division, US Department of Justice

Johannes Stiehler

Johannes Stiehler

Chief Technology Officer, Ayfie, Inc.

Julie Taylor

Julie Taylor

Shareholder, Keesal, Young & Logan

Martin Telfer

Martin Telfer

SVP/EMEA Chief, Fulcrum GT

Richard F. Timbol

Richard F. Timbol

ISSM/CISO, Davis Polk & Wardwell LLP

Edward J. Walters

Edward J. Walters

Chief Executive Officer, Fastcase & Adjunct Professor, Georgetown University Law Center

Adrian White

Adrian White

Chief Information Officer, WilmerHale

Chris Zegers

Chris Zegers

Chief Information Officer, Lowenstein Sandler LLP

Agenda

Day One – February 1, 2017

8:00am – 8:50am

Registration and Breakfast

8:50am – 9:00am

Opening Remarks from Conference Co-Chairs

Justin Hectus, CIO/CISO, Keesal, Young & Logan
Martin Telfer,
SVP/EMEA Chief, Fulcrum GT

9:00am – 10:00am

Data + Risk: Unclutter the Mess with Technology that Works for You

Accomplish more through the utilization of technology

Big data management, risk mitigation, and e-discovery are not new topics.  Technology is constantly evolving to provide greater levels of insight than ever before.  Technology solutions for analyzing unstructured data can be black boxes fraught with unpredictable and non-repeatable results.  With better understanding of the process and outcome, technology can improve effectiveness and overall user experience at all stages of information governance, data assessment, and e-discovery.

This panel addresses:

  • Aided-intelligence for information security and risk management
  • Transparent, repeatable and predicable processes in data analytics
  • Technology Assisted Review without the confusion or complexity

Discussion Leader:
Jeff Nace, VP Product Management, ONE Discovery

Scott Cohen, Director of eDiscovery and Practice Innovation, Winston & Strawn LLP
Dr. David Grossman
, Associate Director, Information Retrieval Lab, Georgetown University
Michael Quartararo,
Director of Litigation Support Services, Stroock & Stroock & Lavan LLP
Johannes Stiehler,
Chief Technology Officer, Ayfie, Inc.

Sponsored by Ayfie, Inc.

10:00am – 10:30am

Exhibit Hall Break

10:30am – 11:30am

Embracing Alternative Fee Arrangements: Applying Data Analytics to Move Beyond the Billable Hour

General Counsel and corporate legal departments are expecting law firms to be much more innovative in their delivery of legal services. In today’s economy, it is essential that firms operate efficiently and deliver value for a price point rather than bill clients by the hour. This session focuses on how project management and data analytics are enabling firms to rethink their pricing models and remain competitive. Discussion topics include:

  • Novel approaches for leveraging data analysis and applying project management to law firm legal operations, billing, resource management and staffing
  • Achieving predictability and creating efficiencies in pricing and time allocation for future legal matters; How do you use data to be able to identify what it really costs to defend a given type of case and what’s reasonable?
  • Proven tactics for encouraging attorneys to change their behavior regarding billing
  • Success stories from firms with Knowledge Management departments and Project Management Offices dedicated to collecting, analyzing and managing pricing data

Moderator:
Haley Altman, CEO and Co-Founder, Doxly, Inc.

Eric Lieber, Director of Legal Operations and Litigation Support, Toyota Legal One c/o Toyota Motor Sales USA, Inc.
Julie Taylor,
Shareholder, Keesal, Young & Logan
Adrian White,
Chief Information Officer, WilmerHale

Sponsored by Doxly, Inc.

11:30am – 12:30pm

Carpe Data: Collecting Winning Data that Your Firm Throws Away – Lessons from Standard Oil, Uber, and More

The entire world is changing, as industries as diverse as advertising, stock trading, medicine, and sports are using analytics to achieve maximum results, often in unexpected ways. Law is no different. In this session, Fastcase CEO Ed Walters will explore the frontiers of these tools in practice, from contract drafting to forum shopping, and from case valuation to legal research. The session will discuss how analytics (and law firm data that is often discarded) can replace hunches and anecdata with metrics and measurement for strategic advantage.

Discussion Leader:
Edward J. Walters,
Chief Executive Officer, Fastcase & Adjunct Professor, Georgetown University Law Center

Kumar Jayasuriya, Knowledge Management Attorney, Baker, Donelson, Bearman, Caldwell & Berkowitz, PC

Sponsored by Fastcase

12:30pm – 1:30pm

Networking Lunch

1:30pm – 2:30pm

The New Inside and Outside Counsel Ecosystem: Sharing Our Technology "Toys" and Playing Nicely Together

(Hint: if you are still emailing approvals, you need to attend this panel)

Learn how it is possible to quickly connect processes whether brand new, one year old or 45 years old into one secure, collaborative digitized workflow.

Hear five industry experts discuss the positive side of disruption in the legal service delivery landscape. During this discussion panelists will address tools and techniques for rapid application development and illustrate how a real-world collaboration between a law firm, in-house legal ops and third party partners can result in a win-win for you and the entire legal ecosystem.

Topics covered include:

• From inception to implementation, get the nitty-gritty details of the experiment of building bridges by in-house and firms leveraging the same technology
• LPM and operational workflow analysis, optimization and simplification
• Strategies for automation inside both law firms and in-house legal departments
• Find out:
o How to recognize the right opportunity to partner with a client?
o How to select the right vendor partner
o How to make sure the teams work well together and deliver unified services internally and to the client
• Case studies of working cross-functional teams include NetApp, Yahoo (CLOC members), ThinkSmart and Keesal, Young & Logan, and Elevate Services

Moderator:
Mary O’Carroll, Head of Legal Operations, Google

Connie Brenton, Chief of Staff, Director of Legal Operations, NetApp
Justin Hectus,
CIO/CISO, Keesal, Young & Logan
Paul Hirner,
Founder and CEO, ThinkSmart
Daniel W. Linna Jr., 
Director of LegalRnD – The Center for Legal Services Innovation and Professor of Law in Residence, Michigan State University College of Law

Sponsored by ThinkSmart

2:30pm – 3:00pm

Exhibit Hall Break

3:00pm – 4:00pm

Enhancing End-User Experience and Combatting Technology Misuse

If lawyers find firm systems challenging or non-user friendly, they will often find ways to work around them. One common example is to store documents in consumer systems such as Dropbox, undermining the firm’s security, knowledge management system and data governance initiatives. What are your users trying to tell you? How can IT departments pay greater attention to their needs and be more cognizant of making investments in tools lawyers will actually use? And how can misuse that can potentially harm the firm’s infrastructure be avoided? This panel discusses solutions for improving user experience while reducing user antipathy, underuse and misuse of firm technologies including:

  • Understanding what users actually want
  • Implementing tools that help report and manage misuse
  • Looking at areas where underuse/misuse happens and calculating the costs
  • Monitoring system usage to measure acceptance
  • Improving user adoption and experience by introducing applications that match the workflow and practices of firm lawyers and legal staff

Discussion Leader:
Sheehan Lake,
Chief Technology Officer, Aurora North Software, Inc.

Oz Benamram, Chief Knowledge Officer, White & Case LLP
Tony S. Cordeiro,
Chief Information Officer, White & Case LLP
John Green, Chief Information Officer, Baker Donelson
Robert J. Kerr, Chief Information Officer, Cooley LLP
Frank Spadafino, Chief Information Officer, Hughes Hubbard & Reed LLP

Sponsored by Aurora North Software, Inc.

4:00pm – 5:00pm

Advanced Detection Tools and Techniques for Data Security - CLOSED TO PRESS

Cybersecurity, data security and data privacy are at the top of everyone’s agenda today and not going away anytime soon. In today’s environment where data breaches are becoming increasingly prevalent, law firms must have technical measures in place for maintaining control of firm data, protecting client information, and keeping outsiders where they belong…out. This panel discusses what is and isn’t working, examples of emerging technologies available to help secure data and real life examples of how firms are addressing these risks. Join our panel to learn:

  • Existing technologies that can stop attacks quickly; identify anomalies and malware; and prevent leaks from going unrecognized for long periods of time
  • The limitations of the current tools and how they should be augmented

Discussion Leader:
Chris Zegers, Chief Information Officer, Lowenstein Sandler LLP

Leonard Bailey, Special Counsel for National Security, Computer Crime & Intellectual Property Section, Criminal Division, US Department of Justice
Brent E. Kidwell, Chief Information Security Officer, Jenner & Block LLP
Nicole G. Minnick, Chief Information Officer, Williams & Connolly LLP

5:00pm – 6:00pm

Cocktail Reception

Sponsored by Mimecast

Day Two – February 2, 2017

8:00am – 8:50am

Registration and Breakfast

9:00am – 10:00am

Roundtable 1: Salesforce.com for Law Firms: Will Automation Destroy or Disrupt our Profession?

Learn how modern law firms are embracing technology to avoid becoming victims in the current industrial revolution. It IS possible to leverage your current systems, personnel and expertise on a new, flexible and secure platform.

Discussion Leaders
Ryan Hallman, CTO, Litify
Reuven Moskowitz, COO, Morgan & Morgan P.A.

Sponsored by Litify

Roundtable 3: Moving to the Cloud: The Impact of Office 365 and Exchange Online on Today’s Law Firm IT Departments

Given the growing need for law firms to be nimble and offer attorneys solutions for enhanced collaboration and access to information – anytime, anywhere – cloud solutions are becoming more and more mainstream, especially now that cloud providers are taking steps to become more secure. This session deals with the latest challenges law firm technology departments are currently facing when tasked with migrating to the cloud, including:

  • Key factors when moving to Office 365
    • Understanding how to do this properly
    • Creating a timeline
    • What are the benefits?
    • What potential issues should you watch out for?
  • The use of Exchange Online
  • What do these products mean for international firms?
  • Addressing challenges associated with cloud migration: security, performance, scalability and reliability

Discussion Leader:
J Peter Bruzzese, Microsoft Office 365 MVP, Mimecast

Sponsored by Mimecast

Roundtable 2: Tips for Successfully Transitioning from Elite Enterprise

The end of life of Elite Enterprise presents a great opportunity to revisit what your firm needs for the future. Discuss the options available, and hear about best practices for ensuring a successful outcome to your project.

Discussion Leaders:
Jake Laliberte, Senior VP—Enterprise Solutions, Fulcrum GT      
Martin Telfer, SVP/EMEA Chief, Fulcrum GT

Sponsored by Fulcrum GT

Roundtable 4: Driving Legal Efficiency, Productivity and Client Engagement with Smart & Secure Collaboration Technology

Now more than ever law firms need to react and adapt to the shifting industry, technology and competitive landscape. There’s pressure to be more efficient, deliver innovative new legal services and build deeper client relationships, all while operating securely. Technology is rapidly evolving, causing disruption but also creating opportunity for those firms that can harness it and apply it intelligently to optimize legal processes. This roundtable session will explore and discuss how smart collaboration, project management and client engagement solutions can unleash your firm’s potential and transform the way you work internally and with your clients.

Moderator:
Stuart Barr, Chief Product & Strategy Officer, HighQ

Sponsored by HighQ

10:00am – 10:30am

Exhibit Hall Break

10:30am – 11:30am

Understanding and Managing the Dark Web

Despite a firm’s attempts to protect their information and educate employees to take measures against cyber hazards, there are sophisticated bad actors still able to get a hold of proprietary firm and client information for profit. This informative session helps “illuminate” the area known as the Dark Web, explains why law firms are especially susceptible to it and discusses how they can proactively manage and monitor it to stay one step ahead. Attendees will hear:

  • The types of firm information being obtained by hacker communities and sold on the Dark Web
  • How principal actors at a firm are being tricked into providing access to this information and what precautions can be taken to prevent this from happening
  • How to access and monitor the Dark Web for references to your firm

Discussion Leader:
Justin Hectus, CIO/CISO, Keesal, Young & Logan

Mark A. Sportack, Chief Information Officer, Crowell & Moring LLP
Michael (Mick) Stawasz,
Deputy Chief for Computer Crime, Head of the Cybersecurity Unit, Computer Crime & Intellectual Property Section, Criminal Division, US Department of Justice
Richard F. Timbol
, ISSM/CISO, Davis Polk & Wardell LLP

11:30am – 12:30pm

How Artificial Intelligence (AI) is Disrupting the Legal Industry and Transforming Legal Service Delivery

What are the latest AI platforms being offered to the legal industry? How do providers validate their data to ensure that it is comprehensive? Will products with a higher level of sophistication be coming in the near future? If so, how do firms drive efficiencies into their practice in order to compete with leveraging various AI technologies? Get answers to these questions as our panel tackles them along with the following issues:

  • Successfully implementing Artificial Intelligence with limited resources
  • What work will remain and what work/roles are likely to be replaced?

Discussion Leader:
Ryan McClead,
VP, Client Engagement & Strategy, Neota Logic

Speakers:
Ash Banerjee,
Global Chief Information Officer, Hogan Lovells US LLP
Jason Lichter,
Director, Discovery Services and Litigation Support, Pepper Hamilton LLP
Jeffrey C. Sharer,
Partner and Co-Chair, Data Law Practice, Akerman LLP
David W. Simon,
Partner, Foley & Lardner LLP

Sponsored by Neota Logic

12:30pm – 1:30pm

Identifying What Really Matters: Positioning the IT Department as a Strategic Asset in the Law Firm

Law firm IT departments need to operate so that they are providing the most value to the firm. However, IT department heads are often deluged with requests from attorneys to implement a new project, even though it may not be something that will ultimately produce any significant impact. In this session we discuss why it’s necessary to evaluate whether such endeavors are a good fit for the firm’s business model and culture, before embarking on these projects. Our panel will discuss:

  • What projects are firm attorneys asking IT departments to undertake?
  • How do you effectively assess which projects are worth focusing the effort of the entire IT group and whether or not the firm is equipped to successfully adopt something?
  • Examples of initiatives that will substantially reduce expenses and/or increase revenue
  • Collaborating with Knowledge Management departments and attorneys to understanding IT priorities from the end-user perspective

Moderator:
Howard Russell, President and CEO, RBRO Solutions

Vincent A. Marin, Chief Information Officer, Sidley Austin LLP
Scott D. Rechtschaffen, Chief Knowledge Officer, Littler Mendelson
Michael P. Shea, Chief Information Officer, Morgan, Lewis & Bockius LLP

Sponsored by RBRO Solutions

1:30pm

Conference Concludes

Sponsors

Co-Chair

Sponsors

Venue

New York Hilton Midtown
1335 Avenue Of The Americas, New York, NY 10019, United States
+1 212 586 7000