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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



Jason Winmill


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


Dave Sankar

Senior Vice President, Customer Success


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


Katie Bosley


Enterprise Solutions

Dan Reed

Chairman & Founder


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


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


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


Joey Litman

General Counsel


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


Andy Krebs

Senior Director, Head of Legal Operations


12:30 PM: Lunch


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

Adrienne Fox

Director, Global Procurement - Legal Services


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


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


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


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


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


Jessica Williams

Director of Legal Team Strategy & Operations


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


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



Jason Winmill


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


10:15 AM: Networking Break

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

Jon Lane

Senior Manager, Global Legal Procurement


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