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KM Legal 2023
October 26-27, 2023
Chicago

Past Agenda

Thursday - October 26, 2023

8:30 AM 10:00 AM

7:30 AM 9:00 AM

6:30 AM 8:00 AM

5:30 AM 7:00 AM

2:30 PM 4:00 PM

Registration Desk Opens and Networking Breakfast

8:30 AM 7:00 PM

7:30 AM 6:00 PM

6:30 AM 5:00 PM

5:30 AM 4:00 PM

2:30 PM 1:00 AM

Exhibit Hall Open

10:00 AM 10:10 AM

9:00 AM 9:10 AM

8:00 AM 8:10 AM

7:00 AM 7:10 AM

4:00 PM 4:10 PM

Chairperson Welcome & Opening Remarks

Marlene Gebauer, Assistant Director of Innovation (Americas)
Mayer Brown

10:10 AM 11:00 AM

9:10 AM 10:00 AM

8:10 AM 9:00 AM

7:10 AM 8:00 AM

4:10 PM 5:00 PM

Keynote Address: The Path to Enterprise Grade Generative A.I. + Law

  • Discuss the current state and capabilities of generative AI and law
  • Highlight the balance between fear, uncertainty and doubt (FUD) versus fear of missing out (FOMO)
  • Consider how generative AI impacts the future of KM

 

Moderator:
Josh Hogan, Sr. Product Manager
NetDocuments

Tiffany O’Neil, Director, Knowledge Management & Technology Innovation 
Procopio, Cory, Hargreaves & Savitch LLP

11:00 AM 11:45 AM

10:00 AM 10:45 AM

9:00 AM 9:45 AM

8:00 AM 8:45 AM

5:00 PM 5:45 PM

Fireside Chat: The Power of the Imagination: Risk and Reward in AI

  • Understand Security Concerns: How can you use LLM and AI and not expose confidential or protected information that the law firm deals with both internally, and for its clients? 
  • Debate around Hallucination Concerns: The recent issue with the New York attorney using ChatGPT to write a brief and how the AI tool fabricated cases, citations, and issues that simply did not exist. 
  • Discuss Legal Specific Results and Timeliness: LLMs are not easy to update and absorb new cases, laws, regulations, and trends in the legal market. How can a law firm or in-house legal team rely upon the information it provides in a world that is constantly being updated? 

Moderator:
Alex Smith, Global Search & AI Product Lead
iManage

Cynthia Cole, Partner
Baker McKenzie

11:45 AM 12:05 PM

10:45 AM 11:05 AM

9:45 AM 10:05 AM

8:45 AM 9:05 AM

5:45 PM 6:05 PM

Networking Break

12:05 PM 12:55 PM

11:05 AM 11:55 AM

10:05 AM 10:55 AM

9:05 AM 9:55 AM

6:05 PM 6:55 PM

The Art of Persuasion: Incentivizing Attorneys to Embrace Cutting-Edge Tools

  • Explore persuasive techniques to overcome resistance to change and “buying” attorney time that could be used on client work  
  • Discover effective strategies for influencing and motivating new and seasoned attorneys  
  • Hear about creative roll out strategies that can be adopted and implemented, that really work   

Moderator:
Andrew Brinkman, Global Director of Knowledge Management
Fried, Frank, Harris, Shriver & Jacobson

Panelists:
Sara Miro, Managing Attorney and Director of Knowledge 
Sullivan & Cromwell LLP

Evan Shenkman, Chief Knowledge & Innovation Officer
Fisher & Phillips LLP

Alex Chiang, Vice President of Customer Success
SimplyAgree

12:55 PM 1:10 PM

11:55 AM 12:10 PM

10:55 AM 11:10 AM

9:55 AM 10:10 AM

6:55 PM 7:10 PM

Tools & Technology Spotlights

Leading service providers will showcase their offerings in a quick-pitch setting. Evaluate the latest and greatest tech tools to bring back to your organization.

Becky Bloom, Senior Product Manager
iManage

1:10 PM 2:10 PM

12:10 PM 1:10 PM

11:10 AM 12:10 PM

10:10 AM 11:10 AM

7:10 PM 8:10 PM

Networking Lunch

2:10 PM 3:00 PM

1:10 PM 2:00 PM

12:10 PM 1:00 PM

11:10 AM 12:00 PM

8:10 PM 9:00 PM

DANGER Data overload – Finding a Needle in a Haystack

  • Learn how to better serve clients, by ensuring that data collected is accurate, up-to-date, and relevant to your practice
  • Share best practices on how to connect different data collections from business development and IT to improve law firm profitability
  • Understand how data is stored and minimize the risks of a data breach to your firm

Moderator:

Josh Blandi, CEO and Co-Founder
Unicourt

Panelists:

Keli Lea Whitnell, Director of Firm Intelligence
Troutman Pepper

Vishal Agnihotri, Senior Director of Knowledge and Innovation
Alston & Bird

Courtney Toiaivao, Director of Research Services 
Holland & Knight LLP 

3:00 PM 3:50 PM

2:00 PM 2:50 PM

1:00 PM 1:50 PM

12:00 PM 12:50 PM

9:00 PM 9:50 PM

Deeper Data Yields Deeper Insights: How Firms Are Mining Unstructured Data to Create Rich, Tailored Practice Intelligence Capabilities to Meet Their Clients’ Needs

  • Learn how firms work to expand the pool of practice data they have based on key documents
  • Explore different approaches and perspectives that facilitate the drawing of discrete, structured data from firm documents
  • Examine tools and techniques that help generate easy-to-access insights for lawyers

Moderator:
Barry Solomon, VP M&A Integration
Litera

Panelists:
Cindy Thurston Bare, Chief Data and Innovation Officer
Frost Brown Todd LLP

Andrew Baker, Director of Data Analytics
Simpson Thacher & Bartlett LLP

Rachel Shields Williams, Director, Knowledge Management Enablement & Insights,
Sidley Austin LLP

3:50 PM 4:10 PM

2:50 PM 3:10 PM

1:50 PM 2:10 PM

12:50 PM 1:10 PM

9:50 PM 10:10 PM

Networking Break

4:10 PM 5:00 PM

3:10 PM 4:00 PM

2:10 PM 3:00 PM

1:10 PM 2:00 PM

10:10 PM 11:00 PM

Real stories from Legal Technology Implementation

  • Hear real stories about legal technology implementation and the challenges faced by legal professionals 
  • Engage in open discussions with KM professionals about the legal technology implementation process 
  • Evaluate the potential benefits and risks of implementing legal technology in your own firm 

Moderator:
Tiffany O’Neil, Director, Knowledge Management & Technology Innovation 
Procopio, Cory, Hargreaves & Savitch LLP 

Panelists:
Colette Schuler, Senior Knowledge Operations Lead
BCLP

Felicia Morris, PMP, Director of Legal Technology Solutions
Baker Donelson

5:00 PM 5:50 PM

4:00 PM 4:50 PM

3:00 PM 3:50 PM

2:00 PM 2:50 PM

11:00 PM 11:50 PM

Knowledge in the New Work Era: Challenges & Opportunities

  • Implementing effective communication strategies in the new work environment to enhance knowledge exchange 
  • Fostering knowledge sharing among hybrid workers to facilitate the curation and organization of knowledge resources 
  • Promoting collaboration and teamwork among hybrid workers (and clients) to leverage knowledge resources and more efficiently create better work product 

Moderator:
Brian Jenson Director of Operations
Orrick, Herrington & Sutcliffe LLP

Panelists:
David F. Majors, Knowledge Management Director
Sidley Austin LLP

Leanna R. Simon, Director, Research and Knowledge Management
Honigman LLP

Catherine A. Bernard, Professional Support Lawyer – US Litigation & Dispute Resolution
Mayer Brown LLP 

5:50 PM 6:00 PM

4:50 PM 5:00 PM

3:50 PM 4:00 PM

2:50 PM 3:00 PM

11:50 PM 12:00 AM

Closing Remarks

Marlene Gebauer, Assistant Director of Innovation (Americas)
Mayer Brown

6:00 PM 7:00 PM

5:00 PM 6:00 PM

4:00 PM 5:00 PM

3:00 PM 4:00 PM

12:00 AM 1:00 AM

Networking Cocktail Reception

Join us for drinks, hors d’oeuvres, and face-to-face networking with peers.

Friday - October 27, 2023

9:00 AM 10:00 AM

8:00 AM 9:00 AM

7:00 AM 8:00 AM

6:00 AM 7:00 AM

3:00 PM 4:00 PM

Registration Desk Opens and Networking Breakfast

9:00 AM 2:15 PM

8:00 AM 1:15 PM

7:00 AM 12:15 PM

6:00 AM 11:15 AM

3:00 PM 8:15 PM

Exhibit Hall Open

10:00 AM 10:10 AM

9:00 AM 9:10 AM

8:00 AM 8:10 AM

7:00 AM 7:10 AM

4:00 PM 4:10 PM

Chairperson Welcome Remarks and Day One Takeaways

Barry Solomon, VP M&A Integration
Litera

10:10 AM 11:00 AM

9:10 AM 10:00 AM

8:10 AM 9:00 AM

7:10 AM 8:00 AM

4:10 PM 5:00 PM

Transforming the Data Strategy Experience: The Art of Aligning KM with Customer Needs

  • The evolving role of legal knowledge management (KM) in meeting customer needs: Explore the shifting landscape of customer expectations and how effective KM strategies can play a pivotal role in transforming their experience. 
  • Case studies and best practices from industry leaders: Hear real-world examples and success stories from leading legal professionals who have implemented customer-centric KM strategies, highlighting key lessons, challenges, and outcomes. 
  • Leveraging technology for enhanced client interactions: Discuss how emerging technologies, such as artificial intelligence (AI) and natural language processing (NLP), can be integrated into KM systems to provide seamless and intuitive client interactions 

Moderator:
Alejandro Vallelanes, Legal KM Leader
Formerly Baker McKenzie

Panelists:
Andrew P. Medeiros, Director of Innovation Solutions
Troutman Pepper

Gina Lynch, Chief Knowledge and Innovation Officer
Paul, Weiss LLP

David Wuchenich, Knowledge Management Attorney
Paul, Weiss LLP

11:00 AM 11:50 AM

10:00 AM 10:50 AM

9:00 AM 9:50 AM

8:00 AM 8:50 AM

5:00 PM 5:50 PM

Techniques to Effectively Capture Knowledge and Precedent

  • Develop systems to curate and collect knowledge 
  • Engage with the attorneys to create a culture of knowledge sharing 
  • Revisit your knowledge collection to keep the materials current 

Moderator:
Kyle Turner, Solutions Consultant
iManage

Panelists:
Scott Kaiser, Practice Innovation and Knowledge Attorney
Paul Hastings LLP

Joe Green, Chief Innovation Officer
Gunderson Dettmer Stough Villeneuve Franklin & Hachigian LLP

Dharma Betancourt Frederick, Knowledge Management Counsel
DLA Piper

11:50 AM 12:10 PM

10:50 AM 11:10 AM

9:50 AM 10:10 AM

8:50 AM 9:10 AM

5:50 PM 6:10 PM

Networking Break

12:10 PM 1:00 PM

11:10 AM 12:00 PM

10:10 AM 11:00 AM

9:10 AM 10:00 AM

6:10 PM 7:00 PM

Practical Application of Technology to Foster Collaboration at Law Firms

  • Discuss key initiatives at law firms designed to drive collaboration 
  • Explore different types of technology that are currently available to law firms to execute on those initiatives 
  • Hear how these technologies can work together to provide a seamless integration of information 

Moderator:

Amanda Gudis Stuart, Legal Innovation Advisor
Mayer Brown LLP

Panelists:
Sara Miro, Managing Attorney and Director of Knowledge 
Sullivan & Cromwell LLP 

Nick Carlson, Product Manager, Knowledge Management Strategy & Operations
Sidley Austin LLP

 

1:00 PM 1:15 PM

12:00 PM 12:15 PM

11:00 AM 11:15 AM

10:00 AM 10:15 AM

7:00 PM 7:15 PM

Tools & Technology Spotlights

Leading service providers will showcase their offerings in a quick-pitch setting. Evaluate the latest and greatest tech tools to bring back to your organization.

Josh Hogan, Sr. Product Manager
NetDocuments

1:15 PM 2:15 PM

12:15 PM 1:15 PM

11:15 AM 12:15 PM

10:15 AM 11:15 AM

7:15 PM 8:15 PM

Networking Lunch

2:15 PM 3:05 PM

1:15 PM 2:05 PM

12:15 PM 1:05 PM

11:15 AM 12:05 PM

8:15 PM 9:05 PM

Life Cycle of a KM or Innovation Initiative – A Nuts and Bolts Guide from Beginning to End!

  • Explore ways to generate ideas and identify the problem
  • Learn how to Evaluate and Implement Solutions with cross function organizational teams
  • Hear practical advice on assessment of the solutions post roll-out

Michael Ertel, Practice Innovation and Knowledge Attorney 
Paul Hastings LLP 

3:05 PM 4:05 PM

2:05 PM 3:05 PM

1:05 PM 2:05 PM

12:05 PM 1:05 PM

9:05 PM 10:05 PM

Quick Fire Show and Tell Session: Innovation and Generative AI for KM

Hear how law firms are leveraging and implementing generative AI to improve overall efficiency in their organizations – streamline document drafting, contract review process, optimize case management etc. 

Moderator:
Greg Lambert, Chief Knowledge Services Officer
Jackson Walker LLP

Panelists:
Dharma Betancourt Frederick, Knowledge Management Counsel
DLA Piper

Iris Skornicki, Director of Knowledge Solutions
Paul, Weiss LLP

Tiffany O’Neil, Director, Knowledge Management & Technology Innovation 
Procopio, Cory, Hargreaves & Savitch LLP 

Othiel Glover, Global Data Innovation Manager
Mayer Brown

Sara Miro, Managing Attorney and Director of Knowledge 
Sullivan & Cromwell LLP 

 

4:05 PM 4:10 PM

3:05 PM 3:10 PM

2:05 PM 2:10 PM

1:05 PM 1:10 PM

10:05 PM 10:10 PM

Closing Remarks

Barry Solomon, VP M&A Integration
Litera