2016 Law Firm Chief Information and Technology Officers Summit
February 3, 2016
8:00 am - 8:40 amRegistration & Continental Breakfast in the Exhibits Area
8:40 am - 9:00 amOpening Remarks
Justin Hectus, Director of Information, Keesal, Young & Logan
David Cambria, Global Director of Operations – Law, Compliance and Government Relations, Archer Daniels Midland Company
9:00 am - 10:00 amApproaches to Client Security Audits: How Do You Handle the Onslaught? Can You Push Back On Requirements? Should You?
Neeraj Rajpal, Managing Director, Chief Information and Privacy Officer, Morrison & Foerster LLP
Rick Shutts, Chief Information Officer, Harris Beach PLLC
Adam Storch, Chief of Staff and Chief Operating Officer - Legal, Compliance & Public Affairs, Marsh & McLennan Companies

The pace at which client security audit requests are arriving, and the urgent need for a response, is continually increasing.  The breadth and depth of answers to the audits are complex, different depending on context, and must be dealt with in a timely manner.  Most firms do not have security teams of two or three people, let alone one person to answer.  This job falls, if you are lucky, to the CIO/IT Director.  This session will discuss response options across the range of firm sizes, staffing, and resources to help you walk away with benchmarks on what you can do to manage this challenge.  Topics of discussion will include:

  • How should a firm without a security officer or team respond? 
  • What are the best ways to gather the information and report it back to the client? 
  • How can you get help for this from a third-party? 
  • What should you do now in anticipation of a client security audit?
  • What are the industry trends in receipt of audits/questionnaires by client type and firm size?

10:00 am - 10:30 amExhibit Hall Break
10:30 am - 11:30 amHow Your Team Can Stop Wasting Time Managing Their E-mail
David Kiefer, Chief Executive Officer, DocAuto, Inc.
Daniel Canning, Senior Program Manager, Microsoft

By 2018, an average of 139.4 billion business emails will be sent and received each day. Properly filing an e-mail takes only seconds, but those seconds add up to hours of lost productivity per user, per week. This session will discuss the unique challenges Sharepoint and WorkSite users face in regards to e-mail management, how common practices are evolving to address these issues, and how law firms are using hidden data in their repositories and new predictive email management technologies to improve their own e-mail management processes.

11:30 am - 12:30 pmMeasure to Manage: Employing Data to Promote Positive Behavioral Change at Your Firm
Casey Flaherty, Founder, Procertas
Justin Hectus, Director of Information, Keesal, Young & Logan
Ryan Steadman, Customer Value Engineer , Tikit
Mary Shen O'Carroll, Head of Legal Operations, Technology and Strategy, Google Inc.
Moderator: Jobst Elster, Head of Content & Legal Market Strategy, InsideLegal

Organized/meaningful data has been leveraged in progressive organizations for years, but now that data and information are highly accessible and easily consumable via the ever expanding digital mesh, the business impact level has been elevated. This panel will discuss how to organize and use data in ways that are useful to attorneys, firms, and clients, promoting positive behavioral change that impacts the bottom line and client relationships. Real world ‘measure to manage’ examples will include time data , system utilization, technology proficiency, client KPI's and pricing  , and even “sleep”.

12:30 pm - 1:30 pmNetworking Lunch in Main Session Room
1:30 pm - 2:00 pmExhibit Hall Break
2:00 pm - 3:00 pmThe Things You Own Will Own You: How Do You Manage Purchasing to Maximize Efficiency?
Steve Fletcher, Chief Information Officer, Best Best & Krieger
Suzette Allaire, Chief Operations Officer (Chief Information Officer from April 2002 to April 2015), Lindquist & Vennum
Rance Sapen, Chief Financial Officer , Butler Snow LLP

Real-world examples and strategies from mid-market firms guide this dynamic session to help understand how to best use technology to improve efficiencies at your firm. 

A practical session, it’s not intended to imply the latest and greatest technology is a cure-all. Rather it’s a discussion on how you, as a technologist within your firm, can employ cost-effective tools to become leaner and more efficient. Today’s realities demand producing more with less, so it’s a matter all firms can benefit from.

Specific topics to be covered include:

  • Analytics and Pricing Strategies – How to utilize these legal trends at your firm when you don’t have the budget for a pricing team
  • Operational Transformation – How to save hundreds of thousands of dollars going paperless because you are no longer paying for supplies, storage, and copy machines
  • Creating A Cloud-Based Virtual Office – How to save on hardware costs plus give your attorneys the flexibility they need
  • Minimizing the Administrative Load for Attorneys – How to reduce the time spent on administrative work and payroll for assistants and attorneys, which frees up time for attorneys to complete more billable legal work


3:00 pm - 4:15 pmConvince the Lawyers: How to Make the Case for the Disruptive Impact of New Technology
Scott Rechtschaffen, Chief Knowledge Officer, Littler
Eugene Stein, Director of Information Technology, Foley Hoag LLP
Jeff Rovner, Managing Director for Information, O'Melveny & Myers LLP
Gary Sloper, VP Engineering, CenturyLink Hybrid IT Solutions

Billing for all types of work on an hourly basis, raising rates every year, assuming clients will continue using you because you went to school or play golf together – these entrenched practices show no sign of eroding, right…?


Join this session ready to chime in with your answer.  Whether you believe that the current law firm industry model is broken, under attack, or just going through some temporary rough times, there is no question that there are real challenges to continuing to do business “as usual.”  Add the number of legal technology companies offering online legal information and other services to the fray and even entrenched law firm leadership is recognizing that change is inevitable.  But realizing change is occurring is just the first step.  This session will unpack the challenges facing law firm technologists as the legal world turns including the following:

  • How do you get the rainmakers, the working attorneys and the people who actually power the ship to change course?
  • How do you go to a partner making $1m+ per year and say “hey, the business model isn’t working anymore?”
  • How do you convince attorneys who have always been incentivized to be inefficient (i.e., paid by the hour) to all of a sudden become more efficient, to embrace project management and to adopt new technologies in their practices?


4:15 pm - 4:30 pmRefreshment Break
4:30 pm - 5:30 pmBreakout discussions led by the table moderator(s). Choose your roundtable during registration or on-site via sign-up at the registration desk. Seating is limited.
4:30 pm - 5:30 pmTable 1 - It’s Not Just About Floods Anymore: IT Disaster Recovery Planning for the Modern Threatscape
Moderator: Walter Angerer, Executive Chairman, Quorum

Of course you’ve backed up your data.  You know failure to adequately protect your data can have a number of consequences, including the potential for fines by one or more government or industry regulatory bodies.   But are you up to date in your backup strategies, and have you thought through your plan for business continuity?  Join this roundtable to discuss the top disaster recovery concerns and weigh the risks/benefits of different mitigation strategies.

  • Where is your data and is it secure?
  • What are the most common data-related disasters and how can you prepare for them?
  • Everybody talks about how to backup. But, what about restore? 

Table 2 - Does Certification Matter? How ISO 27001 May or May Not Help You Meet Your Security Compliance Needs
Moderator: Michael Johnson, Owner and Principal Consultant, Security GRC, LLC

ISO 27001 is… cutting edge?  Or dated?  As data security continues to intensify from a top of mind to an all-encompassing concern, how does your firm’s cybersecurity strategy stack up against standards and the practices of your peers?  Join this session to find out:

  • How, depending on firm size and resources, to utilize security certification standards for your compliance needs
  • Pros and cons of security certification
  • Compliance check-up list: Top ten practices and missteps that you can use to immediately gauge where your firm stands with respect to how the legal industry is approaching security, and how to go above and beyond
  • Is broadcasting your security compliance good marketing or putting a target on your back for hackers?
4:30 pm - 5:30 pmTable 3 - The Enemy Within: Managing Cybersecurity Risks Brought on By User Activity
Moderator: Jim McCue, Director of Information Systems , Rodey, Dickason, Sloan, Akin & Robb, P.A.
Moderator: D. Dean Leung, Chief Information Officer, Holland & Knight

It’s the never ending angst of many an information technology professional: Are my people doing stupid things?  As malware, phishing, and spam continue to reach new levels of deception, the need for internal monitoring and organization wide awareness has never been higher.  This roundtable will discuss best practices for educating your workforce about the dangers of credit card IT and conducting assessments on staff level activity.
Table 4 - Cost Savings Alone Are Not Enough! Can You Overcome the Reliability and Safety Concerns of Moving Your E-mail to the Cloud?
Moderator: Mounil Patel, Strategic Technology Consultant, Mimecast
Moderator: Kevin Rutledge, Chief Technology Officer, Butler Snow LLP

The potential cost, and time savings, of moving e-mail management to Office 365 is something many law firms are considering – and turning down.  The safety and continuity concerns are just too great.  But what if there was a way to have secure, reliable e-mail services without having to manage them, and at a fraction of current costs?  Inconceivable you say?  Join this session to debate with your peers if such heights of information technology goals can be reached, and how.  Points of discussion will include:

  • Creating redundancies to address Office’s potential drops in service
  • Ensuring up-to-date, cost effective security when 91% of hacks start in e-mail
  • Will you sleep better or worse at night knowing you’ve taken e-mail off premise?
  • What could you do with the time you now spend managing e-mail? 


4:30 pm - 5:30 pmTable 5 - Should You Revamp Your Network with Hybrid Architecture?
Moderator: George Karamanoglou, Director, Portfolio Solutions Group, Riverbed Technology

Imagine you are responsible for the IT of a globally distributed firm.  You constantly experience downtime for your attorneys with voice, video conferencing, and critical legal applications not being accessible, or performing terribly with massive amounts of latency. You have trouble sleeping with large amounts of intellectual property stored outside of your data center.  You’ve been given limited resources to address these issues.  What is your first step?

Law firms are exploring and moving to hybrid architectures that leverage on-site resources, cloud, SaaS and various types of Wide Area Network links to access them. These hybrid architectures bring significant benefits —agility, cost savings, and flexibility—but also challenges, such as the complexity of coordinating multiple clouds, networks, service providers, and SLAs, end users everywhere, and countless applications that need to be managed and delivered across a mix of environments. Attend this roundtable discussion to exchange insights on how the benefits of new technology and hybrid approaches can be applied to boost an existing system.  Come prepared to dive in with your answers on how you think this firm could jump start its approach!

5:30 pm - 6:30 pmCocktail Reception

February 4, 2016
8:00 am - 9:00 amNetworking & Continental Breakfast in Exhibits Area
9:00 am - 10:00 amWhat Innovators Are Doing to Offer Streamlined, Secure DMS on the Go
Leigh Isaacs, Director, Records & Information Governance, White & Case LLP
Jennifer O'Brien, Knowledge Systems Manager, White & Case LLP
Paul Wittekind, Director of Information Technology Services, Porzio Bromberg & Newman P.C.

Your attorneys want accessibility, your clients want security, everyone needs usability – and just how much is this going to cost to set up and maintain?  Join this session to benchmark how your team is tackling the challenges of integration, mobility, accessibility, and security in its document management.  Come armed to analyze your top-of-mind challenges – will the innovations of our expert faculty inspire a breakthrough at your firm?

Topics of discussion will include:

  • Strategies for knowledge and records management that allow for client and matter based accessibility
  • Increasing productivity and usability through the cloud
  • Closing the gap between digital and physical records
  • Help me.. you're my only hope!  Top User Issues and How to Address Them
  • Integrating your DMS with cloud based collaboration services 


10:00 am - 10:30 amExhibit Hall Break
10:30 am - 11:30 amYou Promised WHAT....? Creating Order from the Chaos of Outside Counsel Guidelines
Alan Winchester, Member, Harris Beach PLLC
David Piper, Shareholder, Keesal, Young & Logan
Kurt Grasinger, Senior Legal Operations Manager, Marsh & McLennan Companies, Inc.
Moderator: Kathleen Jimenez, Information Governance Manager, White & Case LLP

How are you managing the requirements of outside counsel guidelines?  Don’t miss your chance to benchmark your practices and commiserate with your peers when it comes to:

  • Addressing the conflict between having an open DMS with knowledge management systems that give everyone access to everything vs. the security requirements by clients to have a closed DMS limited to just the matter workers
  • Assessing how and when it is appropriate to hand over client data to third party vendors
  • Strategies for making sure IT in the loop at engagement
  • Balancing the tension between internal document retention vs. litigation guidelines: how do you reconcile compliance with deletion provisions with the potential for future law enforcement requests? 


11:30 am - 12:30 pmSay Hello to the Robots: AI in the Law Office
Lionel Bird, Group Head of Projects and Programmes, Norton Rose Fulbright
Owen Byrd, Chief Evangelist & General Counsel, Lex Machina
Chad Ergun, Director, Global Practice Services and Business Intelligence, Gibson, Dunn & Crutcher LLP
Kyla Moran, Senior Consultant, Industry Excellence, IBM Watson
Moderator: Doug Stansfield, Sr. Director / Product Champion, Lexis Search Advantage, LexisNexis

From automated document assembly to Watson, law firms of every size can benefit from advances in the application of machine intelligence to the challenges of legal practice.  Join this session to discover how your firm, regardless of staffing or resources, can utilize AI.

12:30 pm - 1:30 pmNetworking Lunch and "Next Steps: Where Do We Go From Here?"
Zev J. Eigen, Global Director of Data Analytics, Littler
Danny Thankachan, Litigation Support Manager, Thompson & Knight LLP
Justin Hectus, Director of Information, Keesal, Young & Logan

As the 12th Annual Chief Information and Technology Officer Forum comes to a close, gather with your peers one last time to create an action plan incorporating the lessons of the event.  Topics of discussion will include:

  • Prioritizing your top needs and relating them to firm strategy
  • Choosing solutions based on your needs and budget
  • Best practices for gradual onboarding that engage firm leadership