2017 Strategic Technology Forum USA

Day one: October 11th 2017

There is a lot of talk about innovation in the legal profession, but it’s time to get practical. The hype cycle can often over promise and under deliver, but that’s not to say that technology is not revolutionising the way legal services are delivered. As we move into a world where digital disruption has increased analytical insight, mobility and overall efficiency, the challenge is deciding what is right for your firm.

Strategic Technology Forum USA brings another handpicked selection of visionaries in the legal sector at this exclusive retreat forum. Balancing high end content with deep routed networking, you will come away with new ideas and valuable bench-marking that will assist you in your strategic planning over the next 12 months.

1.00pm Welcome lunch

2.00pm Chairman's opening remarks
Craig Courter

Disrupting the model

2.10pm KeynoteInvesting in new technology and start-ups – everyone is talking about it, but how do you make it work?

The landscape of legal technology startups is exploding.  Likewise, leading global law firms are focusing heavily on innovation and legal technology.  They have formed innovation committees and appointed Chief Innovation Officers to find, evaluate and select the newest tools or even partner with legal technology startups.  Some firms have even formed legal technology funds and startup incubators.  Meanwhile, issues around legal technology implementation continue to make adoption a challenge.  This session will provide a framework for looking at the legal technology landscape and provide some insight into the key issues that law firms must resolve in order to succeed with their innovation programs.
Sanjay Kamlani, Managing Director, The 1991 Group


2.55pm Competing with the new breed

Accounting and other professional advisory companies are looking to bolt on legal services to their product offering, but what are law firms doing to expand their client offering to non-legal services? If the rules of engagement are changing in our market we need to re-evaluate the way we service client needs to stay competitive. Our speaker draws on a vast experience across multiple verticals in professional services and identifies the core methods of expanding your product offering to drive new business.
Ahmed Shaaban, Managing Director, Fulcrum Global Technologies

3.30pm Afternoon networking break


4.00pm The big debate: The revolution will not be televised!

Speed, quality and cost are the three basic drivers that law firms strive to improve. All aspects of law firm innovation funnel back to this tripod of priorities that is elevating top law firms above their competitors and your clients will love you for it. If you want a place at the table of this elevated club, you don’t necessarily have to be a big multi-national law firm, you just have to be open to questioning and improving every aspect of legal service delivery. You will also have to take a few risks along the way. Join this panel of legal change visionaries as they share their thoughts on the revolution that’s in play.
Tom Baldwin, Partner, Fireman & Company
Andrew Arruda, CEO & Co-Founder, Ross Intelligence
Joan Holman, Chief Information Officer, Strasburger & Price 
Ali Shahidi, Chief Innovation Officer, Sheppard, Mullin, Richter & Hampton

4.45pm Get ready for the pushback: A Client perspective on alternative fee intelligence and analytics

Clients have seen a growing strength when it comes to their relationships with external legal advisors. Understandably, pricing and costing are high on their priority list when it comes to giving pushback, bit firms have to also clearly understand what they are bringing to the table, over and above great lawyers. As clients demand more flexibility and transparency in how they interact with external counsel, it’s time to get creative. GlaxoSmithKline believe in an alternative way forward to costing and pricing matters and that’s why our speaker’s job title is Director, Alternative Fee Intelligence and Analytics. Expect to learn about what GlaxoSmithKline has implemented to date and how firms have to respond in the future to win the custom of clients.
Justin Ergler, Director, Alternative Fee Intelligence and Analytics, GlaxoSmithKline

5.30pm Closing comments day one
Craig Courter


7.00pm Opening night dinner


Day two: October 12th 2017


8.45am Chairman's opening remarks
Craig Courter

Future Horizons keynote

8.50am Scaling the AI adoption hump: The last mile

AI and machine learning is at a technology defining cross-roads where many verticals including FinTech and LegalTech are intersecting at various stages in the growth curve. That’s not to say that each vertical is adopting AI at the same rate. Some sectors find it easier to adopt technology shift change and these are generally businesses that see a clear financial advantage of a 5% increase in process efficiency. Join one of the world’s legal technology pioneers as we reverse engineer the adoption model for AI and discover key elements that will allow you and your firm to see what’s on the other side of the adoption hump. The session will conclude with an open discussion about challenges faced by AI over it’s final mile journey.
Daniel Katz, Associate Professor, Chicago Kent College of Law
Q&A moderator: Ian Lopez, Senior Editor, Legaltech News

The Client

9.35am Interview: The rise of corporate legal operations

The rise of the corporate legal operations professional in corporate legal departments has increased in popularity over the past two years and is set to continue going forward. Corporate legal teams are under pressure to handle more work in-house and develop a more sophisticated and joined up relationship with their external advisers. The legal operations role has established itself as a multi-disciplinary function that aims to optimize legal service delivery for the business. This panel will focus on client service as the key driver of how law firms should measure their success and will explore the need to build the dashboards that allow for monitoring and reporting against client service metrics.
Moderator: Rick Howell, Chief Information Officer, Perkins Coie
Steven Harmon, Vice President & Deputy General Counsel, Legal Services, Cisco

10.05am Panel debate: Platform-as-a-Service - powered by the cloud, enabled by mobility

The potential of IoT is unfathomable, but we know it will be a generation defining step forward in technology. In a way, IoT has actually made technology less obvious. It touches every aspect of society, business and of course the law firm. To understand the real benefits of IoT and cloud in a law firm environment the most relevant sub-sector is Platform-as-a-Service. Join this session to learn how law firms are redefining the platforms they use to run their business and improve their ability to flex with market demands.
Moderator: Caroline Hill, Editor-in-Chief, Legal IT Insider
Drew Blazaitis, Director of Product Strategy, Fulcrum Global Technologies
Craig Courter

10.50am Coffee break

Data & Security

11.10am Patterns, trends and associations – predictive analytics in a big data world

Data is useless unless you can derive insight from it. Despite this being blindly obvious, too many law firms are not getting payback from the vacuous amount of time and money spent on collecting and securing it. In response, firms are investing in data scientists in preparation for the continued expansion of data. Our speaker is part of this new breed of data geeks and they will outline how they are discovering patterns, trends and associations which are, in turn, fueling law firm strategic decision making.
Zev Eigen, Global Director of Data Analytics, Littler Mendelson

11.45am Panel debate: The value of defence in depth as a data security theory

Defence in depth can be defined as the arrangement of defensive lines or fortifications so that they can defend each other.’ In the increasingly complex world of cyber-attacks and breaches, law firms have to assume that a breach will happen. Once this is accepted, you can get on with the job of planning a protective strategy. The ripple effects of GDPR in Europe provide added pressure to pick the right technology and strategy that will ensure your data is discoverable but secure. This case study led session will look at some of the most progressive methods being implemented by leading professional service firms to develop a defence in depth strategy.
Moderator: J. Peter Bruzzese, Strategic Consultant, Mimecast
Ivaylo Nikolov, Director, Information Technology, Davies Ward Phillips & Vineberg
Mike Santos, Director of Security & Information Governance, Cooley 

12.30pm Lunch & Networking

 Building a Culture of Customer-Focused Innovation: Getting Started & Case Studies

Developing a 12-month innovation strategy may feel like a giant step forward. But given the pace of change, how confident can we be that today’s strategies will prove to be “right” in 12 months, much less 2, 5, and 10 years in the future? Can today’s strategies compete with an organization that has empowered everyone to focus on value generation for the customer, continuous improvement, and innovation? In this session, we will discuss how to get started building a customer-focused innovation culture and  present case studies of new ideas generated from such a culture.
Justin Hectus, Chief Information Officer and Chief Information Security Officer, Keesal, Young & Logan
Daniel W. Linna Jr., Professor of Law in Residence and the Director of LegalRnD – The Center for Legal Services Innovation, Michigan State University College of Law
Jennifer McCarron, Legal Technology Product Owner, Spotify

2.30pm Interactive Focus Groups

A: Tips, tools and talent to expand IT support to mobile users

Technology is an enabler of mobility and your workforce wants to be more mobile, but are you doing enough to support mobile users? Join this interactive session as our experts tackle a variety of support scenarios in which the goals are providing efficient, secure and cost-effective IT assistance to end users on the go. Learn about secure and cost effective methods of  developing Bring Your Own Device (BYOD) policies and Mobile Device Management (MDM) solutions that will allow you to effectively expand IT support to mobile users. 
Craig Friedl, COO, Intelliteach 
Frank Ziller, CIO, Intelliteach

B: Artificial Intelligence 101: How to build an AI program for your firm

AI isn't an off-the-peg solution that you can hook up  to your firm and reap the rewards, it takes careful management and integration. This session will follow on from the morning keynote and provide you with practical guide to how you can increase the chances of success in building an AI program for your office. It will look at reporting lines, use of data scientists and focus on the key principles of change management that will assist you in making the move from hype to reality.
Arup Das, CEO & Founding Member, Alphaserve

C: Enterprise knowledge mapping – simplifying access to the knowledge that you already have

It will come as no surprise that to you that within the modern law firm are many siloed pockets of information. These pockets of information are a valuable source of strategic information, but only if you can successfully link the fragmented nodes. We essentially need to network the data. This interactive session will provide you with guidance on how you can build and successfully mine insight from such a network.
Joe Craven, Chief Information Officer, Brownstein Hyatt Farber Schreck

3.30pm Close of day two agenda - transition to leisure activities

7.00pm Networking reception

7.45pm Gala dinner


Day three: October 13th 2017

10.00am Chairman's opening remarks 
Craig Courter

The Future

10.05am Keynote: Let's go to Mars - A 5 year mission in AI, augmented/visual realities and new behavioral horizons
Assume for the moment, that in leveraging Knowledge Management principles, you are in charge of choosing who goes to Mars, both for a journey and a permanent colony. How do you choose? Who do you choose? How are the priorities set for qualifications? Philosophically do we go with an advanced scientific education based version of a Plato perspective, the philosopher kings and queens, or will no amount of education and expertise save our expedition from recreating Earth’s prejudices, conflicts, and difficulty? Do we run through exercises in collaboration, physicality, and personal chemistry to establish our perfect team? Is an artist, a musician, a playwright or a poet a necessary part of the personalities involved, to ensure long term probability of success? What technologies will add or subtract from this experience, and how do we leverage them with strategic success? How do we design a working and living environment that breathes, evolves, and inspires creativity within our inhabitants both in their work habits and personal life?
Eric Hunter, Director of Knowledge, Technology & Innovation Strategies, Bradford Barthel

10.45am Closing debate: Should you sign that 50 year office lease given the potential for workplace disruption?
The way we work in 10 years is likely to be very different from today, let alone 50 years’ time. This closing debate will look at how we can make the best long term plans in a world that is morphing at breakneck speed. It will explore methods of designing a law firm that is lean, retains talent and uses valuable office space efficiently in order to create a mobile workforce of the future.
Moderator: Ian Lopez, Senior Editor, Legaltech News
Vincent Marin, Chief Information Officer, Sidley Austin

11.30am Chairman's closing remarks
Craig Courter