VISUALIZE THE ROAD FORWARD

2020 FUTURES CONFERENCE

OCTOBER 7-9, 2020Coming to Fellows Across the Globe Virtually

SPONSORS 01

PLATINUM

GOLD PLUS

GOLD

SILVER

We’re are so grateful for our generous College of Law Practice Management Sponsors, without whom this conference and all of the works of the College would not be feasible.

Friday, October 9, 11:00a-3:45p CDT

Data and Data AnalyticsKeynote Presentation by David Cunningham

The Legal Industry’s Role in Diversity and Inclusion and the Rule of LawInterview with Hon. Tanya R. Kennedy

As flexible, adaptable and creative as everyone has had to be in business and life during 2020, the College of Law Practice Management 2020 Futures Conference - Visualize the Road Forward will push attendees to even greater heights.

Register today! See the full agenda.

*Given this is a virtual event, all times listed are approximate.

OVERVIEW

College of Law Practice Management 2020 Futures Conference

Wednesday, October 7, 6:00p-8:15p CDT

Celebrating the COLPM 2020 New Fellows

Thursday, October 8, 11:00a-1:45p CDT

Innovation ExecutionKeynote Presentation by Prof. Richard Susskind

02

In the College’s first-ever virtual annual meeting and Futures Conference, the stage is set for keynotes from these legal industry visionaries.

KEYNOTE SPEAKERS

Susskind is the world’s most cited author on the future of legal services. He is President of the Society for Computers and Law, Chair of the Advisory Board of the Oxford Internet Institute, the founder of Remote Courts Worldwide (remotecourts.org), and, since 1998, has been Technology Adviser to the Lord Chief Justice of England and Wales. He has written numerous books, including The Future of the Law (1996), Transforming the Law (2000), The End of Lawyers? (2008), The Future of the Professions (2015, with D Susskind) Tomorrow’s Lawyers (2013, 2017), and Online Courts and the Future of Justice (2019).

David Cunningham is Chief Information Office at Winston & Strawn and is the Founder of Legal Metrics, a recently launched progressive consortium of law firms, law companies, legal departments, and other leaders to agree, visualize, and share the legal industry metrics that define effectiveness, efficiency, value, and good working relationships. Legal Metrics leaders are 100+ strong and growing.

Session: Innovation Execution

Session: Driving our Best Decisions requires Data and Data Analytics

Session: Legal Industry’s Role in Diversity and Inclusion and The Rule of Law

Professor Richard Susskind, OBE

David Cunningham

Hon. Tanya R. KennedyHon. Tanya R. Kennedy was recently appointed as an Associate Justice of the Appellate Division, First Department by Governor Andrew M. Cuomo. Justice Kennedy has served as a Justice of the Supreme Court, New York County, since January 2016, after election in November 2015. She was elected to Civil Court in November 2005 and thereafter served in Criminal Court (January 2006-September 2008), Civil Court (September 2008-December 2009), Family Court (January 2010-December 2010), as Acting Supreme Court Justice (January 2011-December 2012) and as Supervising Judge of Civil Court, New York County (January 2014-December 2015).

Justice Kennedy is past president of the National Association of Women Judges (NAWJ). During Justice Kennedy’s term as NAWJ President, the organization convened cutting-edge legal education for the bench, bar and community to address cybersecurity and the Internet of Things, artificial intelligence, the dark web and virtual currencies, e-discovery, bail reform, the opioid crisis, mental wellness, dementia in the courtroom, as well as engaging millennials and building a personal brand. After organizing a Legislative Caucus on Capitol Hill to focus on ensuring a healthy work environment free of sexual harassment, Justice Kennedy led NAWJ in trademarking “#WETOO IN THE LEGAL WORKPLACE.”

03

SESSIONS

Following each thought-provoking Keynote, an all-star cast of College Fellows and Industry Leaders will host small group, concurrent Collaboration Sessions to capture actionable ideas around:

Innovation and Great ideas are useless without execution!

Following the Collaboration discussions, attendees will return to center stage to hear the key action items generated on each topic during each Collaboration Sessions. Fellows and legal industry leaders will leave the Virtual Conference with takeaways on more than 30 crowd-sourced discussion topics.

Sessions Focused on Collaboration to Visualize the Road Forward

Sharing the Visions for the Road Forward

Innovation Execution

16 Different Innovation Topics

Data and Data Analytics

9 Different Data and Data Analytics Topics

Legal Industry’s Role in Diversity and Inclusion and the Rule of Law

8 Different Diversity and Inclusion Topics

04

Through strategic thinking and creative vision, we build marketing solutions that ignite positive change in your business.

@righthat | righthat.com

Bringing clarity to the complex

Innovation Topics for DiscussionThursday, October 8, 12:05p-12:45p CDT

COLLABORATION TOPICS

TOPIC HOSTS

A Innovation in the Legal Industry - COVID stole our autonomy. We managed to adapt and move forward. Now what? How to develop an innovative culture and mindset...without a natural disaster

Jordan Furlong Lois Haubold

B Getting innovative with attorney compensation; new ways to motivate attorneys more effectively through compensation; an option to “build” collaboration

Tim Corcoran Blane R. Prescott

C Share Your Organization’s or Your Clients’/Customers’ Innovation Success (or Progress) Stories

Brad Blickstein Tess Blair

D How your organization is defining innovation and value; developing innovation through collaborative efforts with clients/customers…driving demand for legal services starts through these efforts

Lucy Bassli Ray Bayley

E Finding “L” on the map; How Leadership has to drive and empower Innovation Dave Cunningham Jason Barnwell

F Designing Innovation into Organizational Strategy Ziad Mantoura Peter Krakaur

G Winning the hearts of the people who have to use the tools or work differently; how to drive adoption of innovation; How to get attorneys to collaborate and rethink how they work

Andrea Alliston Nikki Shaver

H What should legal organizations be spending R&D dollars on that is truly innovative?

Bob Taylor Mitch Kowalski

I Breaking away from tradition to become a forward-thinking, client/customer-oriented organization

Liam Brown Nat Slavin

J Equipping the organization to Innovate…through teams, people, systems and processes, etc.

Ron Friedmann Jonathan Greenblatt

K From Office Tower to Virtual World and Back…. Barbara Dunn Sherry Cushman

L What innovation has been driven by the pandemic? How can we spread adoption? Paul Morton Tim Mohan

M Innovating Succession Planning Ida Abbott Camille Stell

05

About Intapp

Intapp provides the connected firm cloud for professional and financial services, powering the world’s largest legal, accounting, private capital, investment banking, and consulting firms. We offer intelligent solutions built for the unique needs of partner-led firms, spanning the entire client and deal lifecycle, from strategy through origination and execution. Headquartered in Silicon Valley, we serve more than 1,600 firms worldwide, including 96 of the Global 100 law firms, all four of the Big 4 accounting firms, and more than 900 capital markets and financial advisory firms. Intapp technology has transformed these industries, helping our clients move to a connected firm strategy that supports agility in today’s competitive marketplace Intapp is backed by Temasek and Great Hill Partners.

Copyright © 2020–present by Integration Appliance, Inc. all rights reserved.

Connect your firm. Accelerate your success.

For more information, visit intapp.com.

COLLABORATION TOPICS

TOPIC HOSTS

N Innovative Ideas to Overcome Regulatory and Financial Barriers (bar exam, reciprocity, cost of law school, etc., UPL, ALS, etc.) to Advance the Practice

Dennis Kennedy Natalie Kelly

O The role of Virtual Learning in Legal Education Innovation and Professional Development

Aileen Leventon Ray Brescia

P Remote Courts: Deputizing Front Ends Jeff Rovner Nicole Nehama Auerbach

Data Topics for DiscussionFriday, October 9, 11:54a-12:34p CDT

TOPIC HOSTS

Q DA Use Cases in legal organizations...in the delivery of legal services or in legal organization management

Vince Cordo Greg Lambert

R How can legal organizations use DA to reduce legal services costs Brad Blickstein Meredith Williams-Range

S Mounds of Unstructured Data and Limited Resources. What’s a small firm to do? Driving better Decisions through the use of DA and Integrating Third-Party Sources

Ed Walters Jack Newton

T Implementing a Strategy for Data Collection. What data is important? Collect only what you absolutely need, to start; expand your capture for the future?

Patrick Fuller Catherine Krow

U How Legal Organizations can Integrate their Data Sources in order to Advance DA Connie Brenton Chris Ende

V Using DA for Pricing and to Remake Compensation Systems; Profitability Models Tim Corcoran Marcie Borgal Shunk

W Impact of COVID-19 on the Profession; a deep dive through DA; DA as a guide to safe exit from COVID

Mark T. Greene Elonide Semmes

X Use of DA to drive cultural change/inclusion Chris Boyd Dr. Denise Gaskin

Y Implementing a strategy for data collection. How to educate lawyers on gathering or interpreting data; evaluating quality of data sources

Purvi Sanghvi Cassie Vertovec

06

Diversity and Inclusion Topics for DiscussionFriday, October 9, 2:35p-3:15p CDT

COLLABORATION TOPICS

TOPIC HOSTS

Z What are we willing to give up in order to create real diversity? Steve Dempsey Bryan R. Parker

AA Cognizance of Implicit bias; Owning it and Working to Correct it Terri Pepper Gavulic Kendal Tyre

BB Impact of BLM and Diversity on Retention of Best Innovators and other Talent; Recruiting and Retaining Diverse Attorney

Jennifer (Scalzi) Johnson Daniel Winterfeldt, QC

CC Cultural Health: How to Affect Culture to Become more Empathetic and Inclusive Dr. Denise Gaskin Macey Russell

DD Effective Collaboration and Resolving Conflict Iris Jones Darryl Cross

EE What does D&I really look like? What do D&I programs in legal organizations look like? What are the real stats on how many D&I lawyers graduate from law school and how many go into the practice of law; how many remain in the practice five years later; stats of legal organizations diversity

Chancellor John K. Pierre Michelle A. Jackson

FF Antiracism and Belonging…What is it and How to do it? Stewart Levine Monica Phillips

GG What is the Legal Industry’s Role in the Rule of Law? Natalie Kelly Myra C. Selby

07

David Ackert

Grover Cleveland

Christopher Emerson

Ellen Freedman

Katy M. Goshtasbi

D. Gavin Gray

Margaret Darin Hagan

Iris J. Jones

Catherine Krow

Jeffrey H. Marple, Jr.

Timothy P. Mohan

Catherine M. Monte

Beth Patterson

Daniel B. Rodriguez

Gina F. Rubel

Neil Sahota

Kathryn Scourby

Marcie Borgal Shunk

Joseph K. West, Jr.

Rachel M. Zahorsky

NEW FELLOW INDUCTEES

Meet the College of Law Practice Management Class of 2020!

CLASS OF 2020

08

BOARD MEMBERS

Mark T. GreenePresidentMarket Intelligence LLC

Terri Pepper GavulicSecretaryTerraLex

Michael MillsPresident-ElectNeota Logic

Teresa WalkerTreasurerWaller Lansden Dortch & Davis LLP

Chris BoydWilson Sonsini Goodrich & Rosati

Patrick LambElevateNext Law

Timothy B. CorcoranCorcoran Consulting Group

Jeff RovnerO’Melveny & Myers LLP

Steve DempseySidley Austin LLP

Purvi SanghviPaul Hastings

Joan FeldmanAttorney at Work

Elonide SemmesRight Hat

William GarciaThompson Hine LLP

Mark TammingaGowling WLG

TRUSTEES

OFFICERS

2019-2020 College of Law Practice Management Board Members

09

BOARD MEMBERS

Fellows Joining the College of Law Practice Management Board for 2020-2021

2020 Futures Conference Co-Chairs

Lucy BassliInnoLegal Services, PLLC

Connie BrentonNetapp, Inc.

Cat MoonVanderbilt Law School

Teresa WalkerWaller Lansden Dortch & Davis, LLP

Kunoor ChopraElevate

Natalie KellyState Bar of Georgia

Catherine MoynihanAssociation of Corporate Counsel

Scott RechtschaffenLittler Mendelson

TRUSTEES

CO-CHAIRS

10