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The Educational Institute for Buying Legal Services & Legal Technology Education | Insights | Best Practices


New York Conference: 2023 Program

Tuesday, October 24

8:00 AM: ARRIVAL AND BREAKFAST

8:45 AM: WELCOME AND INTRODUCTION

Jason Winmill

Chair

Buying Legal Council

   

9:00 AM: KEYNOTE: Strategy in an Uncertain Age

The legal world sits in a sea of changing tides. Legal buyers currently operate amidst the rise of AI, rising inflation, shifting global markets, and societal evolutions within many corporations. This keynote will discuss the key trends driving change in legal procurement for 2023 and beyond.

BLOCK 1: Managing Inflation in Legal Services

9:30 AM: Exploring Emerging Trends in Rate Negotiations


Jean Yang

Vice President, AI Center of Excellence

Onit

Dave Sankar

Senior Vice President, Customer Success

Onit

In the rapidly evolving landscape of law firm management, rate negotiations, and legal procurement, staying ahead requires a deep understanding of data-driven strategies and the transformative potential of artificial intelligence. Join Jean Yang, VP of Onit's AI Center of Excellence, and Dave Sankar, SVP of Customer Success, to: 

  • Explore the latest trends and patterns in rates
  • Share lessons learned from real-life rate negotiations
  • Discuss AI's impact on rate negotiations and legal procurement

10:00 AM: Building Your Dream Team: Transform OCM and Reduce Spend with the Right Mix of AI and Trusted Data Expertise



Thomas Barothy

Former Group Legal COO

UBS


Katie Bosley

Director

Enterprise Solutions


Dan Reed

Chairman & Founder

UnitedLex


Join senior stakeholders and gain valuable perspectives on what it takes to build and implement a modern legal infrastructure:

  • Determine where to invest and what to cultivate internally.
  • Develop a hybrid approach that meets your needs.
  • How to create capacity and bandwidth with tech already in your toolbox.
  • Build a business case by quantifying the impact of processes.

10:30 AM: Expert Q&A


Jessica Williams

Director of Legal Team Strategy & Operations

FanDuel


Bernardine Lai

Director, Outside Counsel Relationships

U.S. Bancorp

10:45 AM: Networking Break

BLOCK 2: The Legal Services Market: Players, Changes, and Trends

11:15 AM: The ALSP Revolution: Creating Unprecedented Value


Karl Dorwart

Vice President, Head of Healthcare, Life Sciences and Consumer Staples

Factor



Industry experts explore the transformative power of Alternate Legal Service Providers (ALSPs). Discover how these innovative solutions are reshaping the legal landscape, delivering cost-effective, efficient, and high-value legal services. Gain insights into the future of legal operations and learn how your organization can leverage ALSPs to drive success and unlock new opportunities.

11:45 AM: Power Tools and Partnership: Crafting a Winning Strategy


Jonathan Greenblatt

Vice President of Legal

LinkSquares


Joey Litman

General Counsel

Lumivero

At the beginning of a partnership, it is vital to establish alignment among legal, procurement, and operations functions. This alignment lays the foundation for a smooth and efficient workflow. By leveraging their unique strengths, teams can collaboratively make optimal decisions. However, the true strength of a partnership lies in the tools available to them.

Join us for an engaging fireside chat as we delve into the art of aligning legal, procurement, and operations functions. Explore the essential power tools required to create a streamlined intake and task management workflow, enabling more efficient management of legal and procurement tasks.

12:15 PM: Expert Q&A


Karen Helten

Outside Counsel Senior Manager

Salesforce


Andy Krebs

Senior Director, Head of Legal Operations

Twilio

12:30 PM: Lunch

BLOCK 3: ESG / DEI

1:30 PM: The 2023 Update: Diversity, Equity, & Inclusion in Legal Sourcing



Adrienne Fox

Director, Global Procurement - Legal Services

Novartis


Milly Parekh

Senior Manager, Litigation Operations

Johnson & Johnson


Zane Riester

Senior Counsel

Johnson & Johnson



Join us as we delve into the latest strategies and initiatives reshaping the legal sourcing landscape to promote diversity, equity, and inclusion. Explore how organizations are fostering a more inclusive legal industry, and learn about the key trends, challenges, and opportunities driving positive change. Be part of the conversation that's transforming the legal profession for the better.

2:15 PM: Expert Q&A


Paul Lewis

Director, Global Category Lead

Johnson & Johnson


Andie Lam

Director, Global Category Manager, Legal

Novartis

2:30 PM: Networking Break

BLOCK 4: The Legal Tech Boom

2:45 PM: Beating Contract Chaos


Alec Guettel

Co-Founder of Knowable and Axiom Law

Knowable


Management of contracts has been a systematic failure across large enterprises. Why has it been so hard? What effective solutions are finally starting to emerge? A few companies getting real traction against contract chaos tell their stories.

3:15 PM: The Future of Legal Tech: AI, Automation, and Beyond


Olga V. Mack

Vice President & CEO, CounselLink CLM

LexisNexis


Join a forward-thinking discussion on the future of legal technology, exploring AI, automation, and emerging trends shaping the legal industry.

3:30 PM: Expert Q&A & Break


Jon Lane

Senior Manager, Global Legal Procurement

GSK


Matt Rossman

Vice President, Senior Sourcing Manager - Legal Services

Deutsche Bank

BLOCK 5: Building the Modern Legal Department

4:00 PM: Legal Department Leadership: Taking the Reins


Andy Krebs

Senior Director, Head of Legal Operations

Twilio


Jessica Williams

Director of Legal Team Strategy & Operations

FanDuel

This panel is designed for legal professionals seeking to step into leadership roles and make a significant impact. Gain valuable insights, practical tips, and leadership strategies from seasoned legal leaders.

4:30 PM: Legal Department Transformation: Latest Best Practices from the Field


Eric Feistel

Morae



Discover cutting-edge approaches, gleaned from real-world experiences, that are reshaping legal departments today. Explore the forefront of industry innovation and gain valuable insights into how to implement best practices that drive meaningful change in your legal department.

5:00-6:30 PM: Cocktails & Hors d'Oeuvres

Wednesday, October 25

8:00 AM: ARRIVAL AND NETWORKING

8:45 AM: DAY 2 WELCOME AND INTRODUCTION

Jason Winmill

Chair

Buying Legal Council

Dr. Silvia Hodges Silverstein

CEO Emerita

Buying Legal Council

9:00 AM: AI Safety 101: Promises and Perils of Generative AI


Steven Kelts

Princeton University


  • What key factors should buyers of legal technology consider when evaluating AI tools?
  • What are the major risks and benefits of AI to legal departments now, and how are they expected to evolve with time?
  • How can AI be used in legal data analysis, and what must be done to ensure that the quality of its analysis remains high?
  • What are the limits of the language capabilities of AI tools, and to what degree can they be used in legal?

9:30 AM: The Biggest Pitfalls in RFPs and Pricing: Tales from the Other Side


Michelle Murray

Law Firm Advisor

The Murray Group


Gain unique perspectives as we unravel common challenges and missteps encountered in the world of Request for Proposals (RFPs) and pricing strategies. Learn from seasoned professionals' stories and insights to navigate these pitfalls successfully. Don't miss this opportunity to enhance your RFP and pricing strategies with real-world wisdom.

10:00 AM: Expert Q&A


Adrienne Fox

Director, Global Procurement - Legal Services

Novartis



10:15 AM: Networking Break

10:30 AM: Implementation Bootcamp: From Idea to Action


Jon Lane

Senior Manager, Global Legal Procurement

GSK


Billy Gorman

Director of Programming

Buying Legal Council

This session is your gateway to turning ideas into actionable plans. Equip yourself with the tools and knowledge to successfully execute your vision. Don't miss this opportunity to supercharge your implementation skills and drive real-world impact.

11:30 AM:  The 2023 Legal Procurement Awards