BRAD BLICKSTEIN IS A FREQUENT SPEAKER ON TECHNOLOGY AND LEGAL OPERATIONS
UPCOMING SPEAKING EVENTS
Digital Payment Claims Rates – Western Alliance Bank Research
Annual Class Action Law Forum – University of San Diego School of Law
March 16, 2023, 9:20 a.m. PT
- Moderator: Francesca Castagnola, Western Alliance Bank
- Brad Blickstein, Blickstein Group
- Lester Levy, JAMS Mediator, Arbitrator, Referee/Special Master, Neutral Evaluator
- Jim Prutsman, Kroll Settlement Administration
- Jeff Richardson, Digital Disbursements
- Kristen Simplicio, Tycko & Zavareei LLP
Western Alliance Bank’s Annual Class Action Law Forum™ (CALF) is held in collaboration with the University of San Diego School of Law with proceeds benefitting the Keith F. Park Endowed Scholarship Fund.
This must-attend event brings together class action and mass tort practitioners to hear valuable insights from a prestigious faculty of speakers and panelists, including sitting federal judges and top defense and plaintiffs’ attorneys.
PAST SPEAKING EVENTS
The Insiders’ Guide to Legalweek: Top Tips to Maximize Your ROI
Baretz+Brunelle Webinar
March 7, 2023, 2:30 – 3:30 p.m. ET
Survivors of dozens of Legalweeks each, Nikki Shaver, Josie Johnson and Brad Blickstein know that success or failure is often decided before you even walk through the Hilton’s frustratingly slow revolving doors.
Join them as they share top tips, time management approaches and success strategies for Legalweek 2023.
Hosted by Chris Ford, CMBDO at Baretz+Brunelle, this 30-minute webinar will feature three veterans breaking down the ins and outs of Legalweek: Baretz+Brunelle’s Josie Johnson and Brad Blickstein and co-founder of LegalTech Hub, Nikki Shaver.
Whether you’re an attendee or exhibitor, don’t miss this opportunity to get the lay of the land from experts who really have seen it all.
Law Department Operations: Managing in the New Economy – WEBINAR
15th Annual Law Department Operations Survey Webinar Series
February 23, 2023, 1 – 2 p.m. ET
In this live webinar, we will cover results from the 15th Annual Law Department Operations Survey and put them in context related to new economic forces in 2023. We will discuss rate and budget expectations and strategies for relieving the pressure law departments are under. We will specifically discuss:
- Rate increases and rate negotiation
- Levers that can be pulled to get more from outside counsel
- Finding and deploying the right technology to drive efficiency and productivity
To download the 15th Annual LDO Survey Report, please visit www.ldo15.com.
Time:
Feb 23, 2023, 1:00 p.m. ET
Speakers:
Brad Blickstein
Principal at Blickstein Group and Partner and Co-Head of NewLaw at Baretz+Brunelle
Ashley A. Smith
Managing Director, Legal Business Services at Deloitte Transactions and Business Analytics LLP
Jerry Levine
Chief Evangelist & General Counsel at ContractPodAi
Jason Smith
Senior Director – Strategic Services at DocuSign
15th Annual Law Department Operations Survey – Live Roundtable in San Francisco
January 24, 2023, 9:30 a.m. – 12 p.m. PT | Wingtip Club, 550 Montgomery Street, San Francisco
The results of the 15th Annual Law Department Operations Survey are in! And you are invited to a special LIVE roundtable to discuss and analyze the results.
The Annual Law Department Operations Survey was created in 2008 to give law departments a consistent platform to benchmark themselves and shed light on the emerging profession of law department management. It’s a massive data set with more than 300 data points. But the numbers don’t tell the whole story. That’s why each year we invite a select few leading legal ops professionals to sit down together and discuss the most pertinent findings. It’s a unique opportunity to delve into the most important factors and trends facing legal ops professionals today.
Together, we will discuss the following:
- Unique insights covering what the data tells us about legal ops’ impact inside and outside the law department
- Tips for delivering more value enterprise-wide
- Ways LDOs are getting more from their law firms and other service providers, especially in these tough economic times
- And more!
Plus, you’ll have the opportunity to network with some of the world’s top legal ops professionals.
If you are interested in attending this event, please contact sam@blicksteingroup.com
15th Annual Law Department Operations Survey – Live Roundtable in New York
January 11, 2022, 9:30 a.m. – 12 p.m. ET | Deloitte, 30 Rockefeller Plaza, New York
The results of the 15th Annual Law Department Operations Survey are in! And you are invited to a special LIVE roundtable to discuss and analyze the results.
The Annual Law Department Operations Survey was created in 2008 to give law departments a consistent platform to benchmark themselves and shed light on the emerging profession of law department management. It’s a massive data set with more than 300 data points. But the numbers don’t tell the whole story. That’s why each year we invite a select few leading legal ops professionals to sit down together and discuss the most pertinent findings. It’s a unique opportunity to delve into the most important factors and trends facing legal ops professionals today.
Together, we will discuss the following:
- Unique insights covering what the data tells us about legal ops’ impact inside and outside the law department
- Tips for delivering more value enterprise-wide
- Ways LDOs are getting more from their law firms and other service providers, especially in these tough economic times
- And more!
Plus, you’ll have the opportunity to network with some of the world’s top legal ops professionals.
If you are interested in attending this event, please contact sam@blicksteingroup.com
15th Annual Law Department Operations Survey – Virtual Summit
December 13, 2022, 2:00 p.m. ET | Webcast
Today’s economic environment has put law departments under stress, many of whom are looking to their legal ops team to try to relieve the pressure. Find out how legal ops professionals can use process, technology and outside counsel optimization strategies to guide their companies through a potential downturn and relieve the pressures facing today’s law department.
Law department operations professionals are always looking for benchmarking, insight and networking. The LDO Survey Virtual Summit delivers all three, including:
- Unique insights covering what the data tells us about legal ops’ impact inside and outside the law department
- Interactive peer discussions on diversity, equity and inclusion; driving strategic value; and contract lifecycle management
- Tips for delivering more value enterprise-wide
- Ways LDOs are getting more from their law firms and other service providers, especially in these tough economic times
- Networking with some of the world’s top legal ops professionals in a fun, interactive virtual setting
Legal Operations & AI: Trends for 2023 & Beyond
November 1, 2022, 2:00 p.m. ET | Webcast
According to the most recent Annual Law Department Operations Survey, legal operations professionals consider their top KPIs to be legal spend, value provided to the corporation, client satisfaction and matter outcomes. Law departments are increasingly using data analytics and AI-powered tools to impact those objectives. While legal operations professionals and in-house counsel know that AI is one of the top technology trends to watch, AI and machine learning are constantly evolving and changing the way legal organizations operate. A panel of distinguished guests will discuss best practices and guidance on how to take advantage of these trends in the years ahead. You will learn how:
- Brad Blickstein, Founder and Principal, Blickstein Group, and Partner and Co-Head, NewLaw Practice, Baretz+Brunelle
- Heather Nevitt, Editor-in-Chief, Corporate Counsel
- Jessica Nguyen, Chief Legal Officer, Lexion
- Nick Whitehouse, Managing Director of the Onit AI Center of Excellence, Onit
Inaugural Legaltech Hub Conference
October 23, 2022, 1:30 p.m. ET, at 360 Madison Avenue | etc.venues, New York
Subsidiaries and Captive ALSPs
More firms are developing their own captive ALSPs or spinning off subsidiaries. What do these look like and what are the benefits for law firms and their clients?
Brad Blickstein, Partner and Co-Head, NewLaw Practice, Baretz+Brunelle (Moderator)
Carla Swansburg, CEO, Cleary X
Daniel Farris, Partner, Norton Rose Fulbright
Jeroen Plink, COO and Co-Founder, Legaltech Hub (formerly CEO, Clifford Chance Applied Solutions)
Wolters Kluwer ELM Amplify User Conference
October 18, 2022, 8:30- 0:00 a.m. MST, at Omni Scottsdale Resort & Spa | Scottsdale, Arizona
Welcome to Amplify
From the beaches of Miami in 2019 to our home offices in 2020 and 2021, we are delighted to change the scenery to the beautiful, serene mountains of Scottsdale, Arizona. Join us in person again for our award-winning ELM Amplify User Conference.
Enjoy new training sessions, revisit our Meet the Experts and Demo Café, and enjoy actual face-to-face networking with your peers to spark your creativity and innovation. Get ready to Reach New Heights and leave with new tools and abundant knowledge to bring back to your organization and take your legal operations to the next level.
- Brad Blickstein, Partner and Co-Head, NewLaw Practice, Baretz+Brunelle
- Raja Sengupta – Speakers, EVP & General Manager, Wolters Kluwer
- Ryan O’Leary – Speakers, Research Director, IDC
-
Mark Smolik – Chief Legal Officer, DHL Supply Chain, Americas
2022 LVNx Conference Experience – Legal Value Network
Flexible Talent: A Key to Success for Firms, their Captive ALSPs, and their Corporate Client
September 23, 2022, 8:30 a.m. at the Chicago Marriott Downtown Magnificent Mile
More than a third of the AmLaw 100 now offer services from captive ALSPs, which are designed to offer new legal service delivery models driven by technology enablement, process and project management, and creative staffing. While many of these ALSPs focus on the technology aspect, firms can also benefit by improving mechanisms to put the right people in a position to succeed. For any Firm, deploying the right talent on a project is often the element that makes or breaks the engagement. This may be especially true for the captive ALSPs. Making matters even more difficult, some captive ALSPs are expected act as an internal staffing agency for the firm and are expected to deliver flexible legal solutions, even for work not managed by the captive ALSP itself. In this session, we will focus on best practices for identifying and utilizing alternative staffing options for a captive ALSP.
The 2022 LVN Road Trip served as a proof of concept that there is major value in “leaning across the aisle” to candidly identify pain points, opportunities for better collaboration, and potential growth. Inclusivity is what sets Legal Value Network apart. Take advantage of this unique opportunity to collaborate across the legal ecosystem.
ALM | Law.com Webinar
Key Takeaways from the 2022 CLOC Global Institute
June 2, 2022, at 2 p.m. ET
The need for digital transformation continues to set the agenda for your legal operations strategy, whether it’s in-house or an outside law firm. A new slate of technologies, ranging from cloud computing to artificial intelligence and machine learning, is changing the business of law as more organizations seek ways to automate routine tasks. Legal operations wants to create efficiencies that make the whole operation smoother and contribute to bottom-line savings. However, questions remain about what platforms legal operations organizations should invest in and how best to measure the success of your digital transformation process.
Join this webcast to hear answers to those questions and more takeaways from the 2022 CLOC Global Institute. Discover how technological and digital trends affect the business of law and your organization’s effort to better enhance its legal operations. You will learn:
- How newer technologies such as AI and machine learning are making their way into law firms and in-house legal departments.
- The advantages of tools in document management, contract management and e-discovery.
- How advances based in e-discovery and document management strategies are impacting governance and compliance.
- How to make the business case for legal operations and updated technology to benefit your organization’s bottom line.
PANELISTS:
Mike Russell | Head of Global Legal Ops | Expedia
Dan Hauck |CPO | NetDocuments
Gary Sangha | Founder & CEO | LexCheck
Andrew Shimek | CRO | DISCO
WITH A SPECIAL PRESENTATION BY:
Heather Nevitt | Editor-in-Chief | Corporate Counsel
MODERATED BY:
Brad Blickstein | Founder and Principal | Blickstein Group
2022 CLOC Global Institute
Making Your Law Department Tick Like CLOC-Work: Industry Trends to Guide Your Digital Transformation
May 10, 2022, at 4:35 p.m. ET
As demand increases for internal counsels’ time, law departments are having to continuously seek new ways to gain and maintain efficiencies. As a result, the legal department’s solution stack is becoming more critical than ever to help manage that increased demand and achieve key efficiency goals. Please join our esteemed panel of experts as they share their insights on industry trends supported by data from the joint FTI Consulting and Blickstein Group “Law Department Operations Technology Survey” as well as how those trends can help you frame and progress along your digital transformation journey. Let’s discuss how to get your law department to tick, like CLOC-work.
Blickstein Group/Legal Value Network Webinar
Leveraging Pricing, Technology and Project Management to Retain Talent and Drive Growth
April 19, 2022, at 12 p.m. ET
2nd Annual LPPM Virtual Summit
The Broader Influence of Law Department Operations – Key Findings from the 2021 Law Department Operations Survey
Legal Value Network members are invited to an exclusive LPPM Virtual Summit on March 3, 2022, beginning at 11:00 a.m. ET, where an interactive discussion will bring the report to life! In-house legal professionals qualify for a free membership.
Register Now
Blickstein Group Webinar
The Broader Influence of Law Department Operations – Key Findings from the 2021 Law Department Operations Survey
February 1, 2022, at 1 p.m. ET
Register Now
2021 Law Department Operations Survey Virtual Summit
Find out how leading legal ops professionals are navigating through the critical issues facing today’s law department
December 15, 2022, from 2-4:15 p.m. ET
Register Now
Baretz+Brunelle Webinar – Part 2
If You Build It, Will They Come? – Key Findings from the B+B Report on the Internal Adoption of Innovation by Law Firms
November 16, 2021, at 1 p.m. ET
Register Now
CLOC Webcast
The Road to Technology Modernization – a Blickstein Group and FTI Technology Joint Study
November 17, 2021
ACC NE Virtual Lunch and Learn Roundtable
The Road to Technology Modernization – a Blickstein Group and FTI Technology Joint Study
November 5, 2021
Baretz+Brunelle Webinar – Part One
If You Build It, Will They Come? – Key Findings from the B+B Report on the Internal Adoption of Innovation by Law Firms
October 28, 2021, at 1 p.m. ET
Register Now
New Service Delivery Models – ILTACON, Las Vegas
August 22-26, 2021: Register Now
28th Annual Marketing Partner Forum – The Ritz-Carlton – Laguna Niguel, Dana Point, Calif.
Lone Wolves & Mavericks: Managing Law Firm Relationship Partners
August 19, 2021, 1:15 p.m. PT: Learn more
Even in the best of times, agility and collaboration are crucial practices for law firm client relationship partners and client teams. Indeed, without a willingness to engage peers and amplify their firm’s value to the customer, relationship partners fall well short in maximizing their true potential as trusted legal advisors or rainmakers par excellence. This panel ponders a comprehensive approach to fostering collaborative instincts in business colleagues. How can marketing and business development leaders coach and encourage relationship partners to take full advantage of enterprise resources?
Moderator:
- Brad Blickstein, Principal, Blickstein Group
Panelists:
- Gloria J. Lee, Client Relations Partner, Rutan & Tucker, LLP
- Laura J. Maechtlen, Partner; Chair, Labor & Employment Department; Member, Executive Committee; Co-Chair, National Diversity & Inclusion Action Team, Seyfarth Shaw LLP
James E. Nelson, Partner-in-Charge, San Francisco office, Venable LLP - Amy Yeung, General Counsel & Chief Privacy Officer, Lotame, Inc.
ALSPs vs. AI: Investing in Workflow Efficiencies
August 12, 2021, 1 p.m. ET: Register Now
You find you have extra budget at your disposal and want to invest in the best solutions for your team. Which way do you go?
Legal Decoder presents a discussion between experts.
• In what ways do AI-powered technology and ALSPs overlap?
• When analyzing data, which identifiers best indicate which investment to make?
• What questions should providers of legal services ask their customers in order to identify their workflow deficiencies?
• What metrics/results should they look out for?
Futures Forum – Firm-Client Communications Gap – College of Law Practice Managment Webinar
August 3, 2021, 11 a.m. CT: Register Now
The recent Legal Pricing and Project Management Survey Report exposed significant differences between in-house legal operations and law firm pricing & project management professionals’ perceptions of performance-focused communications between firms and clients. Zoom in for this edition of the COLPM Futures Forum, facilitated by Catherine J. Moynihan (AVP, Legal Management Services, Association of Corporate Counsel), to hear Chris Ende, co-founder of the Legal Value Network and Brad Blickstein, researcher on legal operations, present key findings; and join a panel of College Fellows with extensive in-house experience to help brainstorm ways to close key communications gaps around the value of legal services.
Panelists:
* Reese Arrowsmith, VP Head of Legal Operations, Campbell Soup Company
* Lucy Bassli, Founder and Principal, InnoLegal Services, PLLC
* Stephanie Corey, Co-Founder and Partner, UpLevel Ops
* Joe Milcoff, Vice President, Litigation & Risk, FedEx Ground Package System, Inc.
* Joe Otterstetter, Associate General Counsel, International Operations, 3M Company, Legal Affairs
* Robert Taylor, Managing Director, Legal Services Business, Deloitte US
This one-hour session will be recorded and is open to the public.
The Future of LPPM (and Legal Ops): An LPPM Survey Webinar
The inaugural Legal Pricing and Project Management Survey, created in collaboration with Intapp, is the first of its kind that delivers the deepest data set ever on law firm pricing and project management professionals (LPPMs), which also compares and contrasts their perspectives with law department operations professionals (LDOs) on the topics of common priority and focus.
In this webinar, we will explore the future of the legal industry through the prism of the relationship between these two groups.
April 20, 2021 at 11 a.m. ET: Register Now
LegalVIEW Insights: 2020 – A Pause in Corporate Legal Department Supplier Relationships
The disruption of the pandemic appears to be lifting, giving the world a chance to take a step back and ask itself, “What just happened?” In legal, the data is in, and it shows that 16 percent of relationships between corporate law departments and their outside firms were put on “hold” for the entire year of 2020 – not a single invoice for services changed hands. Ninety percent of corporate law departments reduced their number of active outside relationships, and no segment of the law firm market was spared. From the largest, most prestigious Am Law firms right down to the offices of solo practitioners, every group tended to see a significant number of relationships get put on hold.
Will those relationships come back? It is too early to tell, but early data on the legal industry’s approach to technology suggests the industry is open to a major reevaluation of how it does business.
In this webinar, panelists will present a deep dive into the data around law firm relationships from the recently published LegalVIEW® Insights Report, Volume 1, based on data from the ELM Solutions’ LegalVIEW database. The discussion will include an analysis of the data for 2020, as well as what it means for the industry as it heads into a post-pandemic world.
April 15, 2021 at 2 p.m. ET: Register Now
Billing Models for a Productive Relationship: An LPPM Survey Webinar
The inaugural Legal Pricing and Project Management Survey, created in collaboration with Intapp, is the first of its kind that delivers the deepest data set ever on law firm pricing and project management professionals (LPPMs), which also compares and contrasts their perspectives with law department operations professionals (LDOs) on the topics of common priority and focus.
The webinar we will explore a number of data points from the LPPM Survey around billing models and the billing relationship and discuss how law firms and law departments can work together. Some of the specific questions we will discuss include:
March 31, 2021 at 11 a.m. ET: Register Now
Legal Pricing and Project Management – Virtual Summit
Legal Value Network members are invited to an exclusive LPPM Virtual Summit on March 3, 2021, beginning at 11:00 a.m. ET, where an interactive discussion will bring the report to life! In-house legal professionals qualify for a free membership.
March 3, 2021: Register Now
Findings from the 13th Annual Law Department Operations Survey – Webinar
New Perspectives on New Data
For the past 13 years, the annual Blickstein Group Law Department Operations Survey has amassed key trend data concerning the burgeoning discipline of legal ops. The findings of the 2020 LDO Survey reveals a resilient profession that managed very well through the pandemic—with only 6% saying that it impacted their ability to deliver legal services. Join an expert panel for a webinar at 1 p.m. on February 11 for insights on the report.
February 11, 2021: https://info.breakingmedia.com/findings-from-the-13th-annual-law-department-operations-survey-2
How Legal Ops Weathered the Storms of 2020 – Webinar
The findings of the 2020 LDO Survey reveal a resilient profession that weathered numerous challenges
For the past 13 years, the annual Blickstein Group Law Department Operations Survey has amassed key trend data concerning the burgeoning discipline of legal ops. The findings of the 2020 LDO Survey reveals a resilient profession that managed very well through the pandemic—with only 6% saying that it impacted their ability to deliver legal services. Join an expert panel for a webinar at 1 p.m. on January 14 for insights on the report.
January 14, 2021 https://abovethelaw.com/2020/12/how-legal-ops-weathered-the-storms-of-2020/
2020 Law Department Operations Survey Summit
Find out how the COVID-19 pandemic impacted the corporate law department.
The 2020 Law Department Operations Survey has the industry’s first data on how the pandemic has impacted law department operations. Get a sneak peek at the inaugural Law Department Operations Survey Virtual Summit.
December 8, 2020 https://info.abovethelaw.com/2020-ldo-virtual-summit
Ipro Webinar
A Year of Transition for eDiscovery: What We Learned in 2020
2020 has been a challenging year to say the least! With the ongoing COVID-19 pandemic, law firms, corporate legal teams, ALSPs, and the courts have all had to make adjustments. As we come to the end of the year, it’s important to consider how these changes will affect the industry for 2021 and beyond.
Join us for this eDiscovery Day webinar, co-sponsored with ACEDS, to hear industry leaders Brad Blickstein and Michael Quartararo discuss the past year and what may lie ahead.
In this webinar we will discuss:
- The effect of remote work on the legal industry
- Significant Rulings and Laws in 2020
- Changes to eDiscovery Workflow / Technology
- How to Prepare for 2021
December 3, 2020 Register Now
Baretz+Brunelle Webinar
Home Court Advantage – Captive ALSPs: A Client’s Perspective
November 5, 2020
https://marketing.baretzbrunelle.com/webinar-a-clients-perspective-on-captive-alsps
Baretz+Brunelle Webinar
Home Court Advantage – Why So Many Law Firms Are Launching Captive ALSPs
October 20, 2020
https://marketing.baretzbrunelle.com/webinar-why-so-many-law-firms-are-launching-captive-alsps
College of Law Practice Management – 2020 Futures Conference
How Can Legal Organizations Use DA to Reduce Legal Services Costs?
A session with Brad Blickstein and Meredith Williams-Range
https://2020.colpm.online/talks/data-topics-r/ | October 9, 2020
College of Law Practice Management – 2020 Futures Conference
Innovation Topic C: Share Your Stories
A session with Brad Blickstein and Tess Blair
https://2020.colpm.online/talks/data-topics-r/ | October 8, 2020
Law Firms at A Pivot Point
Conversations with In-House Counsel on (Re)Aligning Value, Results and Service Delivery
Legal Marketing Association webinar | June 25, 2020 | Noon to 1:30 p.m.
Legal Value Network Webinar via Zoom
A Look at Client-Side AI-Powered Legal Spend Analytics Tools
July 22, 2020
12 p.m. EDT
https://us02web.zoom.us/webinar/register/WN_AneMTu40RcayvuWB-MfUEQ
Baretz+Brunelle Webinar
Where Will the Work Go? – A NewLaw Futurecast: Part 3 – Presenter Q&A
July 22, 2020
https://blog.baretzbrunelle.com/where-will-the-work-go/presenter-q-and-a
Baretz+Brunelle Webinar
Where Will the Work Go? – A NewLaw Futurecast: Part 2 – Data Story
July 15, 2020
https://blog.baretzbrunelle.com/where-will-the-work-go/data-story
Baretz+Brunelle Webinar
Where Will the Work Go? – A NewLaw Futurecast: Part 1 – Futurecast Digest
July 8, 2020
https://blog.baretzbrunelle.com/where-will-the-work-go/futurecast-digest
2020 Ipro Tech Show
How In-house Counsel and Law Firms are Using AI-Powered Tools
The Sandra Day O’Connor College of Law – Phoenix
March 11, 2020
https://iprotech.com/techshow/product/2020-ipro-tech-show/
Inspire.Legal 2.0
Brad Blickstein will serve as one of this year’s “Luminaries,” facilitating and moderating the Unpanel sessions and the Legal Problem Forum’s workshopping.
New York Law School
February 7, 2020
https://inspire.legal/
Legalweek New York
Memo to LegalTech Founders: PowerPoints Don’t Create AI — Data Scientists Do!
New York
February 5, 2020
Legalweek New York
With Over $1B in Venture Backed Capital, Could We Be On the Verge of Another Tech Bubble?
New York
February 4, 2020
Legalweek New York Leadership Academy Bootcamp
Incentivizing a Culture of Innovation
New York
February 4, 2020
https://www.event.law.com/legalweek/leadership-academy-workshops
Discovery Managers’ Roundtable
AI and the Future of the Legal Industry
New York
December 5, 2019
LDO Survey Roundtable
New York
December 4, 2019
LDO Survey Roundtable
Chicago
December 3, 2019
Chief Litigation Counsel Association
Using Artificial Intelligence in the Law Department: Not Just for E-Discovery Anymore
Mountain View, CA
November 7, 2019
Artificial Intelligence in the Law Department
Toronto
October 29, 2019
AI and the Future of the Legal Industry
London
October 16, 2019
P3® – The Practice Innovation Conference
The Annual Law Department Operations Survey: Decoding a Decade of Data to Map the LDO Journey
June 2019
Littler Executive Employer Conference
In-House Innovation and Disruption – Harnessing the Resources of Legal Departments, Law Firms and Technology Solution Providers
Phoenix
May 2019
LDO Survey Roundtable
The End of The Duopoly
Chicago
December 2018
LDO Survey Roundtable
The End of the Duopoly
New York
December 2018
“The Exchange” Legal Operations Forum (Conference Co-Chair)
What is the Value Proposition/Mission Statement of the Law Departments?
Chicago
October 2018
LDO Survey Roundtable
10th Anniversary LDO Survey Roundtable
New York
September 2018
Lathrop Gage Annual Partners’ Retreat (Keynote Address)
Principles of Legal Operations
Kansas City, MO
September 2018
Buying Legal Council
Decoding a Decade of Data to Map the LDO Journey
New York
September 2018
Association of Distinguished Legal Executives
A Legal Operations Overview for the Legal Executive: Sorting Through the Marketing Hype – The Facts and the Future
Chicago
June 2018
“The Exchange” Legal Operations Forum (Conference Co-Chair)
Change Management, This is NOT the Path of Least Resistance
Beverly Hills, CA
March 2018
Association of Legal Technologists
New Resources for a New Age
Phoenix, AZ
February 2018
LegalTech New York
Building & Promoting Your LDO to Realize the Law Department’s Full Potential
New York
February 2018
LegalTech New York
On the Cutting Edge of Privacy (Track Chair)
New York
February 2018
LDO Survey Roundtable
LDO Function Matures to Take on New Challenges
New York
December 2017
National Law Department Operations Executive Summit
Operational Maturity
Chicago
October 2017
Exterro Infusion
Benchmarking Your Organization’s Law Department Operations
Portland, OR
September 2017
LegalTech West
Benchmarking Law Department Operations Metrics, Efficiencies & Outcomes: Building a Roadmap for the Future
San Francisco
June 2017
CLOC Institute
Strategies for Effectively Managing your Litigation Spend
Las Vegas, NV
May 2017
Apttus Accelerate
Legal Ops Needs Legal Tech: Developing an Effective Technology Strategy for Your Law Department
San Francisco
May 2017
LegalTech New York
Corporate Counsel’s Legal Technology Challenges (Track Chair)
New York
February 2017
LDO Survey Roundtable
Taking on New Levels of Responsibility and Gaining Respect
New York
December 2016
LegalTech West
Leveraging Data to Reduce Costs, Identify Issues and Improve Decision Making
San Francisco
June 2016
LegalTech West
Corporate Legal Operations (Track Chair)
San Francisco
June 2016
CLOC Institute
Driving the Legal Ops Profession Forward
San Francisco
May 2016
LDO Survey Roundtable
Trying to Take the Leap from Small Changes to Major Disruptions
New York
December 2015
Quovant Roadshow
Tipping Point: How Demand from Law Departments is Changing the Industry
San Francisco
November 2015
Quovant Roadshow
Tipping Point: How Demand from Law Departments is Changing the Industry
New York
October 2015
Quovant Roadshow
Tipping Point: How Demand from Law Departments is Changing the Industry
Chicago
October 2015
Quovant Roadshow
Tipping Point: How Demand from Law Departments is Changing the Industry
Houston
September 2015
LDO Survey Roundtable
Creating Predictability and Security in an Increasingly Unsafe World
New York
December 2014
ILTACON
6th Annual Law Department Operations Survey Results
Nashville, TN
August 2013
CounselLink Annual Customer Conference
The Expanding Role of Law Department Operations
Atlanta, GA
May 2013
Bridgeway Customer Connect Live
The Era of Prioritization
Orlando, FL
October 2012
LegalTech New York
Leveraging Technology to Achieve Quality and Competitive Excellence
New York
January 2011
Discovery Managers’ Roundtable
Litigation, e-Discovery and ESI Management: A Marketplace Look
New York
December 2010
LDO Survey Luncheon
Demonstrating Value in a Challenging Environment
Chicago
August 2010
Lawtrac User Conference
The Law Department as a Profit Center
Greensboro, NC
October 2008
Nuance Productivity Conference
Selling to the Legal Market
Orlando, FL
October 2006
Mitratech User Conference
“Keeping Costs Under Control” and “Post-Implementation Audit & Gap Analysis”
September 2004
LegalTech West
Electronic Billing Return-on-Investment
Los Angeles
June 2004
LegalTech New York
Using Electronic Billing for Budgeting and Planning”
February 2004
ALM Legal Space
Enabling Productivity: The Role Of Technology In Legal Office Space
New York
November 2003
LegalTech Chicago
Point-Counterpoint on Technology
Chicago
November 2003
LegalTech San Francisco
Client Expectations of Law Firm Technology
San Francisco
August 2003
Elite User Conference
Electronic Discovery: In-house Counsel’s Newest Biggest
May 2003