Symposium Agenda

  • Day one
  • Day two
  • Rebroadcasts
Day one
8:30 - 8:45am

Welcome to Legility Symposium!

Barry Dark CEO | Legility

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8:45 - 9:45am

Opening Keynote: The Future of Work

Heather McGowan Strategic Consultant & Amazon Best-Selling Author

Untitled design (1)

Strategist Heather E. McGowan helps leaders prepare their people and organizations for the Fourth Industrial Revolution. The Third Industrial Revolution was marked by computerization and automation of physical labor, laying the foundation for the Fourth Industrial Revolution, which will be notable for the rapid advancement of technology tools into the domain of human knowledge work. In this world, humans must continuously learn and adapt, and with this transition comes information overload. Heather gives lucidity to the complex topic of the future of work through her illuminating graphic frameworks and powerful metaphors, all backed by deep research.  McGowan is the coauthor of The Adaptation Advantage (April 2020).

9:45 - 10:00 a.m.

Break

10:00 - 11:00am

Breakout Sessions:

1 Future of Law Track

Panel 1: Secrets of Scalability for Legal Teams: Managing through Economic Ups & Downs

Shelby Bauer Vice President - Assistant General Counsel | JP Morgan Chase

Samantha Brutout Partner | Dingess, Foster, Luciana, Davidson & Chleboski, LLP

Randy Lehner Associate General Counsel, Litigation | Guaranteed Rate LLP

Lynn Simpson Business Process Owner, Legal Operations | Chemours

Alisa McLellan Moderator | Legility

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2 eDiscovery Track

Panel 2: Proportionality and Cost-Shifting in the Real World: Tight Alignment and Defensible Strategies

Mindy McPheeters General Counsel & Corporate Secretary | Spirit Aerosystems

Rachelle Rennagel Special Counsel | Pillsbury

Jeff Stoneking Senior eDiscovery Consultant | Legility

Michael Gillespie Moderator | Legility

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3 Legal Operations Track

Panel 3: Managing the Day-to-Day the Smart Way: Legal Metrics 101

Frédéric Baronet Legal Operations Manager | Airbus

Brenda Hansen Senior Legal Operations Consultant | UpLevel Ops

Heather Kolasinsky Director, Legal Operations and Senior Counsel, eDiscovery | Humana

Patty Wise Moderator | Legility

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11:00 - 11:15am

Mental Health for Lawyers: Mid-Morning Lawyer Yoga

Lee Holcomb Owner | Lawyer Yoga

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11:15 - 12:15pm

Breakout Sessions:

1 Future of Law Track

Panel 1: Focus on APAC: A Look Back at 2020 and What Lies Ahead in 2021 and Beyond

Tim Blakely Managing Partner, Hong Kong | Morrison & Foerster

Arjuna Guruge Head of eDiscovery and Legal Technology, Australia & Asia | Herbert Smith Freehills

Frank Jeng Vice President | Purplevine IP Group

Cori Lable Registered Foreign Lawyer (Kirkland & Ellis, Hong Kong) and Partner (Kirkland & Ellis LLP, U.S.) / Litigation | Kirkland & Ellis LLP

Andrew Bayer Moderator | Legility

Untitled design (16) Untitled design (17) Untitled design (18) Untitled design (19)

2 eDiscovery Track

Panel 2: Innovations in eDiscovery Managed Services

Kelly Bernard Director, Legal eDiscovery | BMO Financial Group

Brandon DeBerry Managing Counsel (Litigation, Enforcement, and Legal Operations) | TransUnion

Kamaka Martin Moderator | Legility

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3 Legal Operations Track

Panel 3: Modernize your Information Governance: Building a Framework for Success

Stephanie Booher Vice President, Compliance Risk Management | Fifth Third Bank

Matti Neustadt Storie Director, Evangelist, Privacy and Data Security | NetApp

Joe Ponder Senior Partner | InfoCycle

Tom Spaulding Moderator | Legility

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12:15 - 1:00pm

1 Tech Deep Dive: Get Better Legal Business Intelligence | Spotlight

Alisa McLellan Senior Vice President, Client Services | Legility

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2 Ask the Experts Anything: Cross-Track Q&A

Jonathan Sharpley Senior Solutions Architect | Legility

Jeff Johnson SVP Managed Services & Discovery Analytics | Legility

Jeff Stoneking Senior Solutions Consultant | Legility

Adam Wells SVP, Head of Consulting | Legility

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12:45 - 1:30pm

Meal Break

1:30 - 2:30pm

Breakout Sessions:

1 Future of Law Track

Panel 1: Doing More with Less: Reimagining the Future of the Legal Department

Javaria Neagle Assistant General Counsel - Litigation & IP | United Airlines

Jon Olson Senior Vice President & General Counsel | Blackbaud, Inc

Mike Russell Head of Global Legal Operations | Expedia

Eric Schultenover Moderator | Legility

Untitled design (30) Untitled design (31) Untitled design (32) Untitled design (33)

2 eDiscovery Track

Panel 2: Tech Tools that Transform: Modernize your Legal Practice

Chasity Henry Senior Vice President, General Counsel and Corporate Secretary | CECO Environmental Corporation

Josh Kreamer Director of eDiscovery | AstraZeneca

Sara Lockman Senior Director, eDiscovery and Information Governance | Walmart

Laura Pickle CIO and Discovery Director | Koch Companies Public Sector

Rich Robinson Director, Legal Operations and Litigation Support | Toyota North America

Jonathan Sharpley Moderator | Legility

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3 Legal Operations Track

Panel 3: Thrive in O365: A Practical Guide for Lawyers

Stephen Gage Director of Electronic Discovery | Accenture

Clark Kirby eDiscovery Case Manager, Litigation | Georgia Pacific

Sean Tarantino Associate General Counsel | Koch Industries

Jon Stephens Moderator | Legility

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2:30 - 2:45pm

Break

2:45 - 3:45pm

Views from the Bench: A Conversation with the Judiciary

Hon. Andrew Peck Senior Counsel & Retired U.S. Magistrate Judge for the Southern District of New York DLA Piper

Justice Hon. Tanya R. Kennedy Associate Justice, Appellate Division, First Department | Supreme Court of the State of New York

Hon. Gilbert C. Sison Magistrate Judge | U.S. District Court for the Southern District of Illinois

Hon. William Matthewman U.S. Magistrate Judge | Southern District of Florida

Paul Mankoo President of International, Moderator | Legility

sitecore_andrew-peck_7913b-print Untitled design (40) Untitled design (41) Untitled design (75) Untitled design (42)
4:00 - 5:00pm

Break

5:00 - 6:00pm

Singer-Songwriter Night Live from the Bluebird Cafe

James Dean Hicks Singer-Songwriter

Karen Staley Singer-Songwriter

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Day two
8:50 - 9:45am

Opening Cyberside Chat

Mark Cohen CEO | Legal Mosaic

Paul Mankoo President of International | Legility

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We’ve heard a lot in the past 20 years about rapid evolution in legal - but what has really changed since the dawn of this new Millennium? Join this conversation between two leading legal luminaries who’ve been around the block (and around the world) as they debate whether the business of law is really changing, how institutional capital may change the game, and whether digital transformation is worth the hype.

 
9:45 - 10:00am

Break

10:00 - 11:00am

Breakout Sessions:

1 Future of Law Track

Panel 1: Ethics Best Practices for General Counsels of the Future

Matt Hannahan Director & Assistant General Counsel | Procter & Gamble

Ivan Hannel General Counsel | Zoe Holding Company

Lucian Pera Partner | Adams and Reese LLP

Jack Thompson Assistant Director - Global eDiscovery & Legal Operations | Sanofi

Kimberly Lerman Moderator | Legility

Untitled design (45) Untitled design (46) Untitled design (47) Bio Photo Untitled design (48)

2 eDiscovery Track

Panel 2: EU Competition Law in the Digital Age: Emerging Best Practices

Oliver Bretz Founder | Euclid Law

Marie Leppard Partner | Euclid Law

Jérôme Torres-Lozano Moderator | Legility

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3 Legal Operations Track

Panel 3: To CC: or not CC | That's the In-House Privilege Question

Todd Presnell Attorney | Bradley Arant Boult Cummings

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11:00 - 11:15am

Break

11:15 - 12:15pm

Breakout Sessions:

1 Future of Law Track

Panel 1: Not If, but When: A Data Protection Roadmap for Legal Teams in a Post-Pandemic World

Becki Anders eDiscovery Advisor | Devon Energy

Rishi Chhatwal Assistant Vice President - Senior Legal Counsel, Antitrust & Enterprise eDiscovery | AT&T

Mia Chiu VP and General Counsel | Rakuten Rewards

Michael Walker Associate General Counsel and Assistant Secretary | Insight Enterprises

Paul Danley Moderator | Legility

BeckiAnders Untitled design (53) Untitled design (54) Untitled design (74) Untitled design (55)

2 eDiscovery Track

Panel 2: Strategy Considerations for Global Litigation

Bill Crosby Senior Vice President, Associate General Counsel, Managing Attorney (Chief of Staff) and LATAM Regional Coordinator | Interpublic Group

Laura Kibbe Assistant General Counsel | IQVIA

Susan Wortzman Partner | MT>3

Chad Riley Moderator | Legility

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3 Legal Operations Track

Panel 3: Advanced Legal Operations: Optimizing Spend Across All In-House Functions

Stephanie Corey Co-founder and General Partner, CLOC Co-Founder | UpLevel Ops

Mike Haven Senior Director, Associate General Counsel, Head of Legal Operations, CLOC President | Intel

Amy Sellars Associate General Counsel, Director, Discovery Center of Excellence | Cardinal Health

Lisa Lemke Moderator | Legility

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12:15 - 1:00pm

Breakout Sessions:

1 Tech Deep Dive: Using Predictive Analytics to Slash Review Costs & Time: Envize

Jeff Johnson SVP Managed Services & Discovery Analytics | Legility

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2 Ask the Experts Cross-Track Q&A

Casey Collins Director, U.S. Managed Review | Legility

Tracy Dalton Executive Director | Legility

Jon Stephens Senior Vice President, Operations | Legility

Alex Tuck Legal Process Optimisation (LPO) & eDiscovery Specialist | Legility

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12:45 - 1:30pm

Meal Break - Stick Around for a Surprise!

1:30 - 2:30pm

Reimagining Law: Diversity, Equity, and Inclusion in the Legal Profession

Latoya Brisbane Associate General Counsel | Georgia Power

Kalpana Srinivasan Managing Partner | Susman Godfrey

Effie Sahihi Moderator | Legility

Tracy Dalton Executive Director, Legility

Shana Laster Director, US Managed Review Recruiting, Legility

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2:30 - 2:45pm

Close and Thank You

Barry Dark CEO | Legility

 

 
Rebroadcasts
(5/26/2021) 5:00 - 6:00am

1 eDiscovery Track

Panel 1: Innovations in eDiscovery Managed Services

Brandon DeBerry Managing Counsel (Litigation, Enforcement, and Legal Operations) | TransUnion

Kelly Bernard Director, Legal eDiscovery | BMO Financial Group

Kamaka Martin Moderator | Legility

2 Legal Operations Track

Panel 2: Advanced Legal Operations: Optimizing Spend Across All In-House Functions

Stephanie Corey Co-founder and General Partner, CLOC Co-Founder | UpLevel Ops

Mike Haven Senior Director, Associate General Counsel, Head of Legal Operations, CLCO President | Intel

Amy Sellars Associate General Counsel, Director, Discovery Center of Excellence | Cardinal Health

Lisa Lemke Moderator | Legility

(5/26/2021) 6:00 - 7:00am

1 eDiscovery Track

Panel 1: Strategy Considerations for Global Litigation

Bill Crosby Senior Vice President, Associate General Counsel, Managing Attorney (Chief of Staff) and LATAM Regional Coordinator | Interpublic Group

Laura Kibbe Assistant General Counsel | IQVIA

Susan Wortzman Partner | MT>3

Chad Riley Moderator | Legility

2 eDiscovery Track

Panel 2: Tech Tools that Transform: Modernize your Legal Practice

Chasity Henry Senior Vice President, General Counsel and Corporate Secretary | CECO Environmental Corporation

Josh Kreamer Director of eDiscovery | AstraZeneca

Sara Lockman Senior Director, eDiscovery and Information Governance | Walmart

Laura Pickle CIO and Discovery Director | Koch Companies Public Sector

Rich Robinson Director, Legal Operations and Litigation Support | Toyota North America

Jonathan Sharpley Moderator | Legility

3 Future of Law Track

Panel 3: Doing More with Less: Reimagining the Future of the Legal Department

Javaria Neagle Assistant General Counsel - Litigation & IP | United Airlines

Jon Olson Senior Vice President & General Counsel | Blackbaud, Inc

Mike Russell Head of Global Legal Operations | Expedia

Eric Schultenover Moderator | Legility

(5/26/2021) 5:00 - 6:00pm

Opening Keynote: The Future of Work

Heather McGowan Strategic Consultant & Amazon Best-Selling Author

McGowan,Heather_90_SQ

Strategist Heather E. McGowan helps leaders prepare their people and organizations for the Fourth Industrial Revolution. The Third Industrial Revolution was marked by computerization and automation of physical labor, laying the foundation for the Fourth Industrial Revolution, which will be notable for the rapid advancement of technology tools into the domain of human knowledge work. In this world, humans must continuously learn and adapt, and with this transition comes information overload. Heather gives lucidity to the complex topic of the future of work through her illuminating graphic frameworks and powerful metaphors, all backed by deep research.  McGowan is the coauthor of The Adaptation Advantage (April 2020).

 

2 eDiscovery Track

Panel 2: Proportionality and Cost-Shifting in the Real World: Tight Alignment and Defensible Strategies

Mindy McPheeters Vice President, Legal & Compliance | Spirit Aerosystems

Rachelle Rennagel Special Counsel | Pillsbury

Jeff Stoneking Senior eDiscovery Consultant | Legility

Michael Gillespie Moderator | Legility

3 Legal Operations Track

Panel 3: Managing the Day-to-Day the Smart Way: Legal Metrics 101

Frédéric Baronet Legal Operations Manager | Airbus

Brenda Hansen Senior Legal Operations Consultant | UpLevel Ops

Heather Kolasinsky Director, Legal Operations and Senior Counsel, eDiscovery | Humana

Patty Wise Moderator | Legility

(5/26/2021) 6:00 - 7:00pm

1 Future of Law Track

Panel 1: Secrets of Scalability for Legal Teams: Managing through Economic Ups & Downs

Shelby Bauer Vice President - Assistant General Counsel | JP Morgan Chase

Samantha Brutout Partner | Dingess, Foster, Luciana, Davidson & Chleboski, LLP

Randy Lehner Associate General Counsel, Litigation | Guaranteed Rate

Lynn Simpson Business Process Owner, Legal Operations | Chemours

Alisa McLellan Moderator | Legility

2 Legal Operations Track

Panel 2: To CC: or not CC | That's the In-House Privilege Question

Todd Presnell Attorney | Bradley Arant Boult Cummings

3 eDiscovery Track

Panel 3: EU Competition Law in the Digital Age: Emerging Best Practices

Oliver Bretz Founder | Euclid Law

Marie Leppard Partner | Euclid Law

Jérôme Torres-Lozano Moderator | Legillity

(5/26/2021) 7:00 - 8:00pm

1 Future of Law Track

Panel 1: Ethics Best Practices for General Counsels of the Future

Matt Hannahan Director & Assistant General Counsel | Procter & Gamble

Ivan Hannel General Counsel | Zoe Holding Company

Lucian Pera Partner | Adams and Reese LLP

Jack Thompson Assistant Director - Global eDiscovery & Legal Operations | Sanofi

Kimberly Lerman Moderator | Legility

2 Future of Law Track

Panel 2: Focus on APAC: A Look Back at 2020 and What Lies Ahead in 2021 and Beyond

Tim Blakely Managing Partner, Hong Kong | Morrison & Foerster

Arjuna Guruge Head of eDiscovery and Legal Technology, Australia & Asia | Herbert Smith Freehills

Frank Jeng Vice President | Purplevine IP Group

Cori Lable Registered Foreign Lawyer (Kirkland & Ellis, Hong Kong) and Partner (Kirkland & Ellis LLP, U.S.) / Litigation | Kirkland & Ellis LLP

Andrew Bayer Moderator | Legility

(5/26/2021) 8:00 - 9:00pm

Views from the Bench: A Conversation with the Judiciary

Justice Hon. Tanya R. Kennedy Associate Justice, Appellate Division, First Department | Supreme Court of the State of New York

Hon. Andrew Peck Senior Counsel & Retired U.S. Magistrate Judge for the Southern District of New York | DLA Piper

Hon. Gilbert C. Sison Magistrate Judge | U.S. District Court for the Southern District of Illinois

Hon. William Matthewman U.S. Magistrate Judge | Southern District of Florida

Paul Mankoo President of International, Moderator |Legility

2 eDiscovery Track

Panel 2: Proportionality and Cost-Shifting in the Real World: Tight Alignment and Defensible Strategies

Mindy McPheeters Vice President, Legal & Compliance | Spirit Aerosystems

Rachelle Rennagel Special Counsel | Pillsbury

Jeff Stoneking Senior eDiscovery Consultant | Legility

Michael Gillespie Moderator | Legility

3 eDiscovery Track

Panel 3: Strategy Considerations for Global Litigation

Bill Crosby Senior Vice President, Associate General Counsel, Managing Attorney (Chief of Staff) and LATAM Regional Coordinator | Interpublic Group

Laura Kibbe Assistant General Counsel | IQVIA

Susan Wortzman Partner | MT>3

Chad Riley Moderator | Legility

Call for speakers

Share your passion for new law with an audience of your peers. Become a speaker at Symposium.