David A. Rueff Jr. is a shareholder in the Jackson office of Baker Donelson and is also the Firm's Chief Client Solutions Group Officer. In this role, David is responsible for oversight of an innovation team at Baker Donelson which includes responsibilities for knowledge management, legal project management, pricing, data strategy, machine learning/AI solutions and legal research. David regularly works with lawyers and clients to develop unique pricing and technology solutions.
Prior to law school, David worked in the technology industry for a hardware and software manufacturer where he was first exposed to project management, agile and the development software applications for the engineering industry. David has been a practicing lawyer for over 20 years, is PMP certified through the Project Management Institute and is certified in the Toyota Manufacturing Production System (Lean). As a lawyer, David's practice included both litigation and transactional matters, but in later years, David's practice was primarily focused on the distribution of federal grants to victims of hurricane and flood disasters. David has staffed and managed project teams in Mississippi, New York, Texas, New Jersey and Louisiana. His experience includes the management and oversight of a program legal department for 2 years that included a team of 11 attorneys and 20 paralegals.
In 2011, David helped to create and staff one of the first law firm Legal Project Management Offices. As the Firm's Legal Project Management Officer, he was responsible for implementation of pricing, legal project management, process improvement and supporting technologies. David was also responsible for the development of the Firm's patent pending legal project management model - BakerManage®, the Firm's Lean model - BakerLeanTM and the Firm's proprietary budgeting tool - Budget Designer. Under David's guidance, the Firm developed over 500 budget models and 300 pricing models and expanded the adoption of legal project management to every practice group within the Firm.
In 2018, David was the architect of a new team at Baker Donelson that included the scope of the Legal Project Management Office, but expanded to include knowledge management, data, machine learning and artificial intelligence applications, automation and legal research.
As Chief Growth Officer, Dean is responsible for driving firm expansion and innovation through strategic planning, technology, attorney recruitment and forward-thinking solutions. Dean’s 28 years of experience in law firm finance, client development and operations management affords him extensive insight into how the firm can better serve clients. He looks for ways to strategically grow the firm. This includes recruiting talented and diverse lawyers, from new associates to partners to lateral groups and firms. He ensures the firm stays abreast of new technologies that directly benefit clients. He partners with collaborative tech communities, such as Cortex in St. Louis and Plexpod in Kansas City, to help guide the firm on the leading edge of innovation. Dean oversees all aspects of the firm’s attorney integration programs and leads management of the General Assignment Associates and paralegals. He is also one of the lead contacts at the firm for AdvanceLaw, a legal network that helps member general counsels find and retain trusted counsel.
Laura Rees Acosta Managing Director, Diversity + Inclusion
Laura Acosta helps organizations unlock collaboration and innovation by disrupting the status quo. She is Managing Director of Diversity + Inclusion at Goodwin, a global 50 law firm with a history of working on groundbreaking matters and an increasingly focused approach to working with clients in the financial, private equity, real estate, technology and life sciences industries.
In her role, Ms. Acosta serves as a D+I thought leader and ambassador, partnering with firm leaders to promote a fully inclusive workplace and a highly diverse workforce, in which each individual and team can thrive. Ms. Acosta and her team run best-in-class initiatives designed to foster collaboration and innovation; drive excellence; cultivate leadership; promote diversity, inclusion and belonging; enhance engagement; and eliminate hidden barriers to success.
Currently, Ms. Acosta is working with firm leaders, attorneys and professional staff on a large-scale effort designed to create a first-of-its-kind joint venture in which bold new approaches to diversity and inclusion will be incubated over five years to serve as a model for the legal industry. As part of this joint venture, Goodwin will articulate bold and ambitious goals around development, retention, advancement and leadership that will help Goodwin make significant strides in fostering diversity and inclusion within the firm. Ms. Acosta’s background in executive coaching, employment law and management consulting gives her a unique perspective in her line of work. She is a trained executive coach and was previously a senior associate in Goodwin’s Labor + Employment practice. She also clerked for the U.S. Court of Appeals, served as Editor in Chief of the Houston Law Review, and worked as an analyst at Accenture.
Author, Lecturer, Strategist, and Seasoned Advisor
Patrick McKenna Author, Lecturer, Strategist, and Seasoned Advisor
McKenna & Associates
Patrick J. McKenna is an internationally recognized author, lecturer, strategist, and seasoned advisor to the leaders of premier law firms; having had the honor of working with at least one of the largest firms in over a dozen different countries. A sparing partner and sounding board to firm leaders, McKenna helps by asking the right questions, confronting orthodoxies, unleashing the entrepreneurial spirit, building strategy alignment and enhancing profitability.
He is the author of eleven books most notably his international business best seller, First Among Equals, currently in its sixth printing and translated into nine languages; with his most recent work entitled Strategy Innovation: Getting To The Future FIRST (Legal Business World, 2019).
Patrick’s decades of experience led to his being the subject of a Harvard Law School Case Study entitled: Innovations In Legal Consulting (2011). Examples of that innovation include his being instrumental in working with the College of Law Practice Management back in 2004 to develop the annual InnovAction awards; wherein he was responsible for selecting the name for the awards, participating in framing the award categories and criteria, and serving on the judging panel for the first three consecutive years. He is also known to have launched the first instructional program designed to specifically address the issues that new firm leaders of larger firms face in their First 100 Days – which graduated over 80 new leaders, many from AmLaw 100 and 200-sized law firms, as well as from notable accounting and consulting firms.
Patrick serves on the advisory boards of companies in the international media; legaltech; and healthcare industries. He is a contributing editor to Of Counsel, The Legal Practice and Management Report based in New York; writes a periodic column for Legal Executive Institute; is the recipient of an “Honorary Fellowship” from Leaders Excellence of Harvard Square; and was voted by the readers of Legal Business World as an international Thought Leader (2017 – 2019).
Nola Vanhoy Senior Director, Legal Technology Innovation
Alston & Bird
Nola works with Alston & Bird’s leadership, clients, and attorneys to develop innovative strategies, drive initiatives, and promote and monitor the use and effectiveness of the firm’s knowledge management and legal technology systems and services. As the senior executive leader for Alston & Bird’s knowledge management and legal technology innovation strategy, Nola Vanhoy understands the role that technology plays in our clients’ businesses and works to ensure that Alston & Bird’s attorneys can deliver solutions that not only meet our clients’ requirements but add value to their business. Nola also oversees the firm’s legal data analytics projects and co-directs the firm’s Legal Project Management initiative.
Regional Director of Legal Operations Solutions - Americas
Angie Ligon Regional Director of Legal Operations Solutions - Americas
Bryan Cave Leighton Paisner LLP
Angie has been at the forefront of industry transformation beginning in healthcare and most recently in the legal sector. She has years of experience as a consultant helping clients develop, implement and maintain standardized procedures, playbooks and templates, as well as process improvement and project management techniques. In addition, she has evaluated, developed and customized technologies, including artificial intelligence, to support contract review. She is a certified Lean Black Belt and now works directly with in-house legal teams to identify operational opportunities to improve efficiency and effectiveness and to better manage risk.
Vishal Agnihotri is the Chief Knowledge Officer at Hinshaw and Culbertson LLP, where she oversees knowledge management, legal project management and research services in support of the practice.
Vishal Agnihotri has held operational, consulting and leadership roles for over 22 years in enterprise Knowledge Management spanning business research, knowledge technology implementation, training and adoption, knowledge process outsourcing (KPO) and social learning. Vishal has spent her career in professional services firms, leading Knowledge Management groups at two law firms (Hinshaw & Culbertson and Akerman) and two Big 4 accounting firms (EY and KPMG).
Michael Fekete Partner, Technology National Innovation Leader
Michael is Osler’s National Innovation Leader and Chair of the firm’s Commercial Group. He practices as a member of the Technology Group. Michael represents industry leading and emerging IT service providers, software publishers, hardware manufacturers, online vendors and other technology focused enterprises. He has extensive experience in all areas of information technology, with sub-specialties in cloud computing, government procurement, and privacy. Michael is actively involved in numerous public policy initiatives related to technology and data, including Canada’s national data strategy, artificial intelligence, procurement modernization and privacy. He works closely with the Information Technology Association of Canada on many of these initiatives.
Michael is the author of the 2-time Amazon Top 30 Customer Service Best Seller Clientelligence: How Superior Client Relationships Fuel Growth and Profits and The ABCs of Client Service. Widely and frequently quoted, Michael has authored more than 40 publications on client relationships and business development.
Michael conceived, designed, and developed the only systematic benchmarking survey used to probe all aspects of client relationships. He has directed, conducted, and analyzed more than 25,000 one-on-one client interviews with C-level executives to define their expectations, needs, priorities, preferences, hiring decisions, and opinions of the professionals with whom they work. He brings more than 30 years of experience. He has worked with every market-leading law firm and professional services firm in the world. Michael and his firm, The BTI Consulting Group, provide more client feedback and business development counsel to law firms than any other organization.
Michael blogs at highly acclaimed TheMadClientist.com.
Prior to starting The BTI Consulting Group in 1989, he spent 10 years with what is now PriceWaterhouseCoopers where he was a Practice Leader and part of the National Marketing team. Michael holds a BSBA from Syracuse University and MBA from Babson College.
Toby Brown is the Chief Practice Management Officer for Perkins Coie (www.perkinscoie.com). In this role Toby works with firm partners and clients in developing pricing arrangements and service delivery models that drive successful relationships. This role includes practice management, pricing, legal project management, lateral partner acquisition, practice innovation and alternative staffing approaches. Prior to this, Toby served as the Chief Practice Officer for Akin Gump (www.akingump.com) and served in pricing roles for both Vinson & Elkins (www.velaw.com) and Fulbright & Jaworski (www.fulbright.com). Before joining Fulbright, Toby served as a Director for the Utah State Bar (www.utahbar.org).
Toby presents nationally on legal pricing, practice innovation, knowledge management, marketing, technology and law firm management for associations, law firms, legal departments and law schools. He is the founder of the P3 Conference (http://www.legalmarketing.org/P3Conference) and was the founding chair of the Client Value group that owns the conference. Toby is also the founding President of the Board for SALI (www.sali.org). SALI is the standards body for the legal industry. He has published numerous articles, along with the book, Law Firm Pricing: Strategies, Roles, and Responsibilities. Toby has served on a number of legal services boards, bar association task forces and legal market organizations. He was named to The National Law Journal ‘s 2013 list of Legal Business Trailblazers & Pioneers and received the Peer Excellence Award, the President’s Award and the Anne Charles Award from the National Association of Bar Executives (NABE – www.nabenet.org). Toby received his BS and MS in Economics from the University of Utah.
Toby maintains the ABA award winning 3 Geeks and a Law Blog with 3 colleagues at: www.geeklawblog.com. He is active on Twitter as @gnawledge and can be found on LinkedIn at www.linkedin.com/in/tobinbrown.
Linda Novosel serves as Blank Rome’s Chief Innovation & Value Officer. In this role, Linda is responsible for driving the development of creative approaches to enhancing value and client service. Linda collaborates with Blank Rome lawyers and clients on designing customized service solutions that are cost-effective and efficient through a combination of people, process, and technology. In addition, Linda oversees strategic pricing and client value, practice innovation, data analytics, legal project management, and process improvement.
Linda has more than 30 years of experience in the legal industry and has held senior management positions at several other Am Law 100 firms where she was responsible for practice management, strategic pricing and profitability, legal project management, e-discovery, attorney and non-attorney staffing, contract attorney programs, and process improvement.
A former practicing lawyer, Linda received her J.D., cum laude, from Widener University School of Law where she served as an editor of the Widener Journal of Public Law and was a member of the Moot Court H nor Society. She earned her B.A. in International Relations from Bucknell University.
Andrew serves as a senior director in the Legal Transformation + Innovation practice within the Advisory business at HBR Consulting (HBR), specializing in digital services and analytics. He has over 10 years of experience delivering strategic, operational and technology advice and solutions to law firms and corporate law departments. Andrew specializes in working with clients to reimagine and modernize legal services to increase efficiency, improve predictability, enhance customer experience and reduce risk. His areas of expertise include: digital services, data analytics, knowledge management, service design, and process improvement as applied to legal practice.
Prior to joining HBR, Andrew led one of the first innovation programs at an Am Law 100 law firm. Andrew has designed, managed and delivered programs and projects that have been recognized by leading industry organizations and publications and is a frequent industry speaker on innovation, analytics, process redesign and improvement, and knowledge management.
Andrew holds bachelor’s degrees in Management Information Systems and Finance from the University of Illinois at Urbana-Champaign and a J.D. from Illinois Institute of Technology, Chicago-Kent College of Law. Andrew is currently pursuing a master of science in analytics part time at the University of Chicago.
Bobbi serves as a managing director in the Legal Transformation + Innovation practice within the Advisory Business at HBR Consulting (HBR). Bobbi has 30 years of experience in the legal industry delivering strategic, operations and technology services to Fortune 500 legal departments and law firms. Building on a deep background in the legal profession and strong business acumen, she was instrumental in creating the e-discovery and information governance advisory services practice at a Big Four firm. She is at the forefront of evaluating and applying innovative approaches to the practice of law with a specific emphasis on AI-enabled and transformative technologies. Bobbi has a unique combination of expertise in developing strategies aligned to business objectives, transforming the practice of law, evolving electronic discovery and developing leading practices.
At HBR, she leads a growing team of professionals bringing fresh thinking to a new era of legal business challenges. She assists law firms and law departments by providing strategic and operational guidance to optimize service delivery, strategy + operations and effective selection and application of transformative technologies. Bobbi and her team bring a business-focused discipline to assist with the development of strategic business plans to achieve the desired performance goals with a focus on value and maximizing revenue.
Prior to joining HBR, she was the Director of Consulting and Analytics at RenewData and an Executive Director with Ernst & Young’s Forensic Technology Discovery Services. She holds a B.S. degree from Wayland Baptist University. She is an active member of The Sedona Conference Working Group on Electronic Document Retention and Production. Bobbi has participated on the drafting teams for the Sedona Conference Commentaries relating to Proportionality, Achieving Quality in the e-Discovery Process, and E-Mail Management. She was awarded the prestigious Consultant of Year Award in 2017 from the International Legal Technology Associations (ILTA).
Chris serves as a managing director and leads the Legal Transformation + Innovation practice within the Advisory business at HBR Consulting (HBR). Chris focuses on helping clients transform service delivery and business operations, identify and implement innovative technology solutions, and improve financial performance. He has worked with organizations around the globe, from Fortune 500 companies to professional services firms, and has over 15 years of strategic and operational consulting experience across a variety of industries.
Prior to joining HBR, Chris was founder and managing principal of Overwing, a boutique operational consulting firm, and a director at Huron Consulting Group.
Chris is an active member of the Chicago nonprofit community and currently serves as an executive council member of The Cara Program, as well as an ambassador for the venture philanthropy fund A Better Chicago. Chris has completed executive education from the London Business School and the John F. Kennedy School of Government at Harvard University. He holds an MBA from Loyola University Chicago, and a bachelor’s degree in marketing from Villanova University (‘16 & ’18 NCAA men’s basketball champions).
Anna McGrane holds a JD from the New York University School of Law and a masters in Chinese Laws from Peking University School of Law. While at NYU, Anna was awarded the Jacobson Leadership Scholarship, granted to students showing exceptional promise at the forefront of the convergence of business and law.
Speaking fivelanguages, Anna practiced at the London firm of Herbert Smith Freehills in their Moscow office and then transitioned to Beijing and to public interest, advising the Chinese government on oil & gas regulatory matters. She also graduated from the FullstackAcademy of Code, one of the country's top rated coding bootcamp programs.
Anna has been featured in the Legal Tech News "Women of Legal Tech" series, the Lawyers Who Code series, and is a Fastcase50 honoree.
Josias "Joe" N. Dewey serves as Holland & Knight’s Innovation Partner and chair of its Innovation Committee. He is a member of the firm’s Practice & Operations Committee and also serves as a co-chair of the firm’s Technology Industry Sector Group. Mr. Dewey maintains a financial services and real estate finance practice. Over the last five years, his practice has expanded to include extensive experience handling matters involving blockchain and distributed ledger technology. Mr. Dewey is the co-author of the book, "The Blockchain: A Guide for Legal and Business Professionals," published by Thomson Reuters.
Mr. Dewey is also an experienced software developer who has developed workflow applications to speed up the lifecycle of financing and other transactions by reducing the inefficiencies caused by repetitive, process level tasks, such as manual transcription of deal terms and tracking the status of closing deliveries. By leveraging machine learning models and natural language processing tools, Mr. Dewey and his team are able to automate many of these manual processes. In 2018, Mr. Dewey was named by the Financial Times as one of the ten most innovative lawyers in North America.
Mr. Dewey is also an adjunct professor of law at the University of Miami School of Law, teaching a real estate transactions course where he places a heavy emphasis on how technology is changing the way transactions are structured and counterparty risks are allocated, as well as what skills students will need to succeed in law during the next 20 years and into the future.
Jill looks after the business end of Intapp’s OnePlace for Finance group and the Unified Profitable Delivery Solution comprised of Intapp Time, Compliant Time and the introduction of the new Intapp Pricing solution. With a degree in Economics and an MBA from the University of Massachusetts, Jill converges her background in finance, legal software start-up experience, product management and a strong affinity for analytics to supply, together with the products and marketing teams, a multi-dimensional approach to supplying Intapp’s customers and stakeholders solutions that meaningfully impact the business of law.
Jill has worked at Intapp for over 9 years, where she has held a range of product marketing, planning and product/practice advisory roles across a wide array of offerings including the launch of Intapp Open (Intake & Conflicts), the development and extension of Total Time Management, the convergence of Intapp Term and Intapp Time, and most recently our Pricing and Planning offering for law firms.
Prior to Intapp, Jill spent 10 years with Redwood Analytics, traveling to the global legal market to share the message about measuring profitability, the importance of pricing and planning, and the value of data and smart-analytics with law firm CFO’s.
David Perla is a Managing Director responsible for overseeing Burford’s global origination and marketing efforts and is based in New York. An entrepreneur and legal industry leader with expertise in building high-growth legal and technology-driven businesses, he was named a Top 50 Innovator of the Last 50 Years by The American Lawyer.
Prior to joining Burford, Mr. Perla served as President of Bloomberg BNA Legal Division/Bloomberg Law, where he oversaw Bloomberg BNA’s legal and related products, including its flagship Bloomberg Law enterprise legal news, information and tools platform. Previously, Mr. Perla co-founded and was Co-CEO and a director of Pangea3, the top-ranked global legal process outsourcing provider. Pangea3 was acquired by Thomson Reuters in 2010 and grew to over 1,000 employees globally under Mr. Perla’s leadership. Before launching Pangea3, he was Vice President of Business & Legal Affairs for Monster.com. Mr. Perla began his career in the New York office of Katten Muchin Rosenman LLP.
Mr. Perla received his BA and JD from the University of Pennsylvania.
Andrew Perlman is the dean and a professor of law at Suffolk University Law School. Andy was the chief reporter of the American Bar Association Commission on Ethics 20/20, which was responsible for updating the ABA Model Rules of Professional Conduct to reflect changes in technology and increased globalization. He also has served the vice chair of the ABA Commission on the Future of Legal Services; the inaugural chair of the governing council of the ABA Center for Innovation; and the co-chair of the innovation committee for the American Academy of Arts & Sciences Project, Making Justice Accessible: Designing Legal Services for the 21st Century.
Andy was the founding director of Suffolk’s Institute on Legal Innovation and Technology as well as the related Legal Innovation and Technology Concentration.
In 2015, he was recognized by FastCase as one of 50 "entrepreneurs, innovators, and trailblazers ... who have charted a new course for the delivery of legal services."
Andy has written numerous articles on professional responsibility that have appeared in some of the nation’s leading law reviews. He also is a co-author of a civil procedure casebook, Civil Procedure: A Coursebook (with Professors Joseph W. Glannon and Peter Raven-Hansen) that has been adopted at more than 80 law schools. He regularly speaks about professional responsibility and the future of legal services at academic conferences, bar association programs, legal departments, and local and international law firms. Prior to entering academia, Andy clerked for a federal district court judge in Chicago and practiced as a litigator there. He is an honors graduate of Yale College and Harvard Law School, and he received his LL.M from Columbia Law School.
Catherine Alman McDonagh CEO, Consultant, Innovator, & Educator
Legal Lean Sigma Institute
Catherine is a former corporate counsel and law firm executive. She now teaches and provides training and consulting services with a focus on process improvement, project management, operational and process excellence, innovation, organizational development and strategy.
A Legal Lean Sigma® Black Belt and a certified Six Sigma Green Belt, Catherine is the CEO and a Founder of the Legal Lean Sigma Institute, which offers consulting and the first and only process improvement and project management certifications, courses, and workshops designed specifically for the legal profession. Catherine created Legal Lean Sigma® and invented the Legal WorkOut®, a collaborative method of engaging in process improvement together that has won multiple awards, including the 2018 Process Excellence Award for Best Business Transformation Project at the OPEX Week: Business Transformation World Summit and a 2018 Your Honor Award from the Legal Marketing Association.
Catherine offers coaching, training, and strategic planning consulting services through her practice, FIRM Guidance and is the Chief Enthusiasm Officer of Mocktails LLC, which offers experiential networking training programs for lawyers and everyone else. She is also an adjunct professor at Suffolk Law School and George Washington University (Master’s in Law Firm Management) and a frequent guest lecturer at other academic institutions. She is the author of Lean Six Sigma for Law Firms and the co-author of The Woman Lawyer's Rainmaking Game and The Law Firm Associate's Guide to Personal Marketing and Selling Skills. She is a contributing author to six books: Redefining Matter Management: A Best Practice Guide to Improving Processes and Profitability; The Lawyer’s Guide to Strategic Practice Management; The Lawyer’s Guide to Project Management; The Bigger Picture: Driving Client Value Through Collaboration; The Lawyer’s Guide to Process Improvement; and The Procurement Handbook.
Honors and awards include: Fellow, College of Law Practice Management; Legal Marketing Association Hall of Fame (the association’s highest honor); Boston Business Journal’s 40 Under 40; two years on the prestigious MLF 50 (Marketing the Law Firm Top 50) List; and several Legal Marketing Association Your Honor Awards.
Catherine is a founder of both the Coalition of Professional Services Providers and the Legal Sales and Service Organization, which presents the annual RainDance Conference. She served on the Legal Marketing Association International Board, as LMA New England Chapter President for two terms, and on many LMA committee and task forces. She is a member of the Association of Legal Administrators, where she is contributing to the development of the Uniform Process Based Management System’s standard code set.
Catherine lives in Boston, MA, USA with her family, which includes three Havanese dogs. She is a sports fan and enjoys cooking and volunteer work.
Linda Perez Clark is a partner in the Baton Rouge office of Kean Miller, and the Managing Partner of the firm. She has more than 25 years of experience representing clients in wide variety of transactional matters, including mergers and acquisitions, engineering, procurement, construction and construction-related contracts (for both onshore and offshore energy products), and various product supply agreements. Linda’s practice includes general advice to large and small businesses, including development and negotiation of company-wide standard forms and indemnity agreements, assisting clients with entity structure and governance, and development of buy-sell and operating agreements among owners and business succession plans.
Linda has been instrumental in diversity and inclusion initiatives at Kean Miller, founding the annual Kean Miller Connection program, which focuses on encouraging undergraduate minorities to consider law school and the profession.
She earned her B.A., magna cum laude, from Louisiana Tech University in 1988. She earned her J.D., cum laude, in 1991 from Tulane University Law School.
Linda is listed among the top Corporate/M&A lawyers in the State of Louisiana by Chambers USA 2019.
Jamal Stockton Head of Legal Innovation and Technology
Jamal is the Head of Legal Innovation and Technology in the Legal Department at Fidelity Investments. He is responsible for continuous improvement in the department’s service delivery, and as such sets direction across and collaborates with an international team of IT development teams, operations and eDiscovery staff, legal service providers, contract attorneys and paralegal staff. With an extensive background in engineering and technology, Jamal is charged with identifying and implementing scalable platforms and designing new process and organizational models to improve the speed, accuracy, cost-efficiency, and effectiveness of the Legal Department.
Jamal has over 20 years of experience in process engineering, platform design and implementation, and innovation “evangelism” in the legal, financial services, and manufacturing fields. He has previously worked as an engineer and consultant, including getting his start at GE in the Six Sigma program. He donates his time and expertise to many non-profits, including serving on the Board of Directors of CLOC and is particularly passionate about legal service innovation that will advance the cause of equal access to justice.
Mr. Stockton holds a Bachelor’s Degree in Mechanical Engineering Technology from Northeastern University in Boston Massachusetts, along with various accreditations in consulting and management techniques including LEAN, Six Sigma and Strategic Negotiations.
Haley Altman General Manager of Transaction Management
As General Manager of Transaction Management at Litera, Haley Altman is responsible for leading the transaction management effort as part of the company’s revenue team. She uses her extensive experience as an entrepreneur and former lawyer to understand the technology, processes and workflows required to help customers successfully complete transactions with less stress and risk, while maximizing client satisfaction.
Prior to the company’s acquisition by Litera, Haley was founder and CEO of Doxly. She has over a decade of experience working on complicated transactions in the corporate, private equity, and venture capital verticals. Her practice has extended from the Midwest at Ice Miller to the West Coast at Wilson Sonsini Goodrich & Rosati.
Haley previously served as a member of the finance committee and co-led the venture capital vertical at Ice Miller. She holds a J.D. from Indiana University Robert H. McKinney School of Law and obtained a BA, Chemistry and Political Science while a science research fellow focusing on cancer research at DePauw University in Indiana.
Jeroen is the CEO of Clifford Chance Applied Solutions. He began his career in Clifford Chances Amsterdam office as a private equity associate. Upon leaving Clifford Chance in 2000, he co-founded a company that developed software for conducting due diligence. He sold this company in 2002 to Practical Law Company. Practical Law Company was an online legal publisher (now owned by Westlaw). For Practical Law Company England, amongst others, he was involved in developing its document automation product and other digital products.
In 2007, he moved to the United States to set up Practical Law Company US. Within five years, he successfully grew this business from two employees in 2007 to 250 employees in 2013 and selling its products to thousands of in-house departments and hundreds of law firms including 80% of the AmLaw 200. In 2013, Practical Law Company was acquired by Thomson Reuters (Westlaw). After the sale of Practical Law, Jeroen, in capacities varying from advisor, board member and investor became involved with numerous legal tech startups, including Kira, Casetext, Compliance.ai, CoInspect, Allegory Law (now part of Integreon) and many others. In 2018, Jeroen re-joined CCLLP to set up Clifford Chance Applied Solutions.
Felicity Conrad is the Co-founder & CEO of Paladin. Named one of Inc.’s 2019 Hottest Startups to Watch and backed by Mark Cuban, Paladin's mission is to increase access to justice by helping legal teams do more and better pro bono. Paladin works with leading law firms, Fortune 500s and law schools to easily staff, manage, and track their pro bono work on a centralized platform, as well as visualize engagement and impact. Before founding Paladin, Felicity was a litigator in the New York office of Skadden, Arps, Slate, Meagher & Flom. An alumnus of NYU Law, McGill University and Sciences Po Paris, she previously worked at the United Nations on International Criminal Court issues. Felicity was named a 2019 American Bar Association Women of Legal Tech, recipient of the 2019 NYU Law Pro Bono Award, 2017 ABA Legal Rebel and FastCase 50 honoree. Paladin's work has been featured in Fast Company, Forbes, Business Insider, TechCrunch, Above the Law and the ABA Journal, among others.
Anusia Gillespie is the Director of Innovation at Eversheds Sutherland. Anusia has a diversity of experience including that she practiced law, has been an entrepreneur and business owner, is a published author, and previously worked at Harvard Law School Executive Education designing business and innovation programs for lawyers around the world. Anusia was brought into Eversheds Sutherland in early 2018 to build out and formalize the firm’s innovation function. She describes the function built as a client value research & development capability, using the best available tools and talent to design and implement creative approaches and solutions in service to clients.
Patricia Hambrick comes to Questrom School of Business with over 25 years of global marketing experience. As Senior Lecturer in the Marketing Department, Patricia teaches Branding, Marketing Management and Global Marketing courses at the MBA level consistently being rated by students as one of the highest performing faculty. In May 2017, she was awarded the Broderick Award for Faculty Contribution to Student Learning and Experience for her exceptional efforts in enriching student’ professional and intellectual development through experiences in and beyond the classroom and in 2018 was awarded the James E. Freeman Development Leadership Award for her commitment to service and teaching.
Patricia Hambrick is a highly regarded, forward thinking business professional who works with leading edge companies to drive new market growth. She helps to shape and articulate corporate visions and develop pioneering strategies that build lasting reputations for Fortune 500 as well as early stage companies. Patricia’s employers and clients include global companies such as Reebok, Timberland and the enterprise of Andre Agassi; women’s high-end brands such as L’Oreal, Lindt and J. Jill; and consumer electronic companies such as XBox, Bose and Cheney Instruments. Patricia has also worked with companies to build new consumer markets- eDiets.com, the first on-line dieting site, Kozmo.com, the first on-line one-hour delivery service, and BagBorroworSteal.com, “Netflix for high-end handbags” and the precursor to on-line flash sales sites.
Patricia is recognized as one of the most influential women in marketing, and over her career has won numerous awards including Ad Age’s Most Influential People in Marketing, Sporting Goods Business Woman of the Year, and Women’s Sports 20 Most Influential People. Patricia has a BS degree from the University of California at Berkeley and a MBA from the Thunderbird School of Global Management in Arizona. She is Chairman of the board of GoodWeave International, an INGO committed to ending child labor in carpets and apparel. In her free time, she is a competitive rower, triathlete and masters marathoner. www.hambrickgroup.com
Lucy is responsible for the delivery of the Reed Smith’s knowledge, innovation and information strategy. Her role is to facilitate access to the relevant information and knowledge required to deliver exceptional client service. Using technology and project management to provide efficient legal service is a key focus of the firm’s Practice Innovation team, which Lucy leads. The firm has invested in an Innovation programme to harness the ideas and creativity of the firm’s community. Lucy and her team also identify opportunities for the firm to collaborate with clients to help them deliver their own strategic goals.
Lucy was a UK commercial litigator by training, and practiced at Linklaters before moving to a knowledge management role, both at Linklaters and at Berwin Leighton Paisner in London. She joined Reed Smith in 2015 as the Global Chief Knowledge Officer.
She is a regular speaker at legal technology and knowledge conferences in the UK and US and contributes to legal management journals.
Dennis Kennedy (www.denniskennedy.com) is the author of the new book, Successful Innovation Outcomes in Law: A Practical Guide for Law Firms, Law Departments and Other Legal Organizations. He is a consulting innovator, author, professional speaker, blogger, podcaster, and information technology and innovation lawyer well-known for promoting the use of technology in the practice of law. He is an adjunct professor in the LegalRnD program at Michigan State University College of Law and also at the University of Michigan Law School.
Dennis retired as Senior Counsel for the Digital Payments & Labs group at Mastercard, where he focused on information technology law, fintech law and innovation. His new company concentrates on innovation, legal technology and productization, including “Legal Innovation as a Service” packages and the Kennedy Idea Propulsion Laboratory.
Dennis is a Fellow of the College of Law Practice Management and former chair of the board of the American Bar Association’s Legal Technology Resource Center. Dennis wrote the legal technology column for the ABA Journal for many years, wrote the book, Successful Innovation Outcomes in Law: A Practical Guide for Law Forms, Law Departments, and Other Legal Organizations (2019) and has co-authored several books, including The Lawyer’s Guide to Collaboration Tools and Technologies (2nd edition, 2018), with Tom Mighell , and Making LinkedIn® Work for You (2019), with Allison Shields. He co-hosts The Kennedy-Mighell Report podcast on the Legal Talk Network, and has written his blog, DennisKennedy.Blog, since 2003.
Dennis was one of the first lawyers with a website (1995). He can be found on Twitter at @denniskennedy and on LinkedIn at www.linkedin.com/in/dennismkennedy.
Karen is a legal innovator, evangelist and advisor with more than 25 years of experience in M&A, corporate governance, corporate finance and corporate strategy. While working in the legal industry, she has developed a passion for problem-solving and enhancing business and legal operations through technology innovation.
Karen is the Co-Founder of Attune Capital Group, a principal investment of which is a transaction analytics tech platform. Karen also founded Frontier of the Law (www.frontierofthelaw.com), a forward-thinking blog that serves as a forum for open discussions about innovation and creativity in the legal profession and beyond.
Karen has more than a decade of legal experience in large law firms, and she has worked on a wide variety of M&A and other commercial transactions, which led to her founding Attune Capital Group in February 2018. By September 2018, Attune Capital Group was selected to be part of the Third Cohort of the LexisNexis® / LexMachina® Silicon Valley Legal Tech Accelerator program. She also serves on the Board of the Harvard Law School Alumni Association of New York.
Karen is also the author of Portrait of the 21st Century Lawyer, a book providing insights into the varied set of attributes and innovative strategies that lawyers will need to thrive and be successful. Portrait was published by Legal Business World in 2019.
Karen holds a J.D., cum laude, from Harvard Law School, a Masters of Applied Economics from the University of Michigan, and a Bachelor of Arts, summa cum laude and Phi Beta Kappa, from Alma College.
Professor William Henderson is on the faculty at Indiana University Maurer School of Law, where he holds the Stephen F. Burns Chair on the Legal Profession. His research focuses primarily on the empirical analysis of the legal profession and has appeared in leading legal journals, including the Stanford Law Review, the Michigan Law Review, and the Texas Law Review. In addition to frequent articles in the legal press, Professor Henderson’s observations on the legal market have been quoted in the New York Times, Wall Street Journal, Los Angeles Times, Atlantic Monthly, The Economist, and National Public Radio. Based on his research and public speaking, Professor Henderson was included on the National Law Journal’s list of The 100 Most Influential Lawyers in America (complied every ten years). In 2015 and 2016, he was named the Most Influential Person in Legal Education by The National Jurist magazine.
Professor Henderson has participated in several legal innovation initiatives, including the Institute for the Future of Law Practice (IFLP, “i-flip”), an education nonprofit that combines sophisticated training in modern law practice with paid internships for law students; Lawyer Metrics, an applied research company that helps lawyers and law firms use data to make better operational and strategic decisions (acquired by AccessLex in 2015); and Legal Evolution, an online applied research publication focused on successful legal industry innovation.
With an emphasis on complex litigation and consumer finance law, Dara Tarkowski represents creditors in a range of litigation and regulatory matters. She serves as outside general counsel for a national debt buyer and collection agency. Dara routinely represents clients in matters pertaining to the FDCPA, the FCRA, the TCPA, securities laws, state unfair and deceptive trade practices laws, state consumer protection laws, state licensing requirements, and state regulatory advocacy. Dara also provides compliance counseling on best practices in the rapidly evolving financial services sector – including FinTech and RegTech startups - utilizing her deep knowledge of crafting policies and procedures as well as the design of compliance management systems.
Dara has represented clients in both criminal and civil matters before state attorneys general, the CFPB, FTC, SEC, and other state and federal regulators. Additionally, Dara advises clients on cybersecurity regulations, records retention, defensible disposition and document management, state and federal requirements on data privacy and security, data breach issues and response, and the preservation and production of electronically stored information.
Catherine Monte Chief Knowledge and Innovation Officer
Fox Rothschild LLP
Catherine leads the firm in developing innovative programs and solutions, creating efficiencies through practice and business process re-engineering and helping to enhance the delivery and value of client services and the client experience. Part of Fox’s senior administrative team, she works closely with the firm’s Innovation Strategy Committee, administrative teams and other professionals in providing program management support for these initiatives.
Catherine served as the firm’s Chief Knowledge Officer prior to her promotion to Chief Knowledge and Innovation Officer in 2019. She continues to oversee knowledge management research, risk mitigation and business/competitive intelligence initiatives.
Caroline Sweeney Director of Knowledge Management & Innovation
Dorsey & Whitney LLP
Caroline has overall accountability for the development, implementation and operation of Dorsey's firm-wide Knowledge Management and Innovation function, including LegalMine Managed Services, and eDiscovery and Trial Support Services. She works with lawyers and clients to identify and support new and creative ways of delivering legal services to clients.
Michael is the Chief Information Officer at Dechert. He has global responsibility for technology, the Research Services department and is a chair on the firm’s Innovation Task Force. He joined Dechert in 2013 and is based in the firm’s Boston office. The first act of his career was 20 years in the retail and consumer products industries, in both industry and consulting roles. He has an MBA and Masters in Information Systems from Boston University and a BS in Marketing from Penn State.
Christopher Gardephe Chief Professional Resources Officer
Chris Gardephe is the Chief Professional Resources Officer at Proskauer. In this role, Chris oversees teams that focus on Practice Management and Innovation, Lawyer Training and Development, Legal Recruiting and Alumni Relations, Diversity and Inclusion, and Legal and Business Services HR. Prior to joining Proskauer in 2007, Chris was a member of the attorney development team at Weil Gotshal & Manges, practiced as a commercial litigator at Wollmuth Maher & Deutsch, served as the general manager of a renowned (and recently defunct) NYC eatery, and worked in politics.
Dean Sonderegger Senior Vice President and General Manager
Wolters Kluwer Legal & Regulatory U.S.
Dean Sonderegger is head of Wolters Kluwer Legal and Regulatory U.S., a leading provider of information and expert solutions for legal and business compliance professionals and part of the Wolters Kluwer Legal & Regulatory division. He is responsible for accelerating the vision and strategy for the business, with a particular focus on rapid development of advanced digital products and services to enhance customers’ efficiencies and workflow.
Mr. Sonderegger is a highly sought-after speaker and thought leader in the areas of artificial intelligence, blockchain, the evolution of the legal profession, and leading business transformation. He currently authors a column for Above the Law on the intersection of technology and the practice of law, and his commentary has appeared in several publications including Forbes, CFO Magazine and ABA Journal.
Mr. Sonderegger has more than 25 years of experience in the tax and legal software and services industries. He received his M.B.A. from George Washington University and holds both a B.S. and M.S. in Electrical Engineering from Columbia University.
Tess Blair is a litigator and legal entrepreneur who has practiced at the intersection of law, technology, and design for more than two decades. Tess is the founder and leader of Morgan Lewis’s eData practice, a data-driven practice that combines great lawyering with technology and design to enhance the delivery of legal services.
Angela (Angie) Hickey is the Chief Executive Officer of Levenfeld Pearlstein, LLC, where she also is a member of the firm's Executive Committee and Compensation Committee.
Angie oversees all of the firm’s financial and operational functions, including business development, marketing, human resources and technology. She is the chief architect of the firm's client experience strategy, The LP Way™, and is responsible for the strategic development and execution of the firm-wide business plan.
A communication-focused leader, Angie has hosted "Ask Angie" open sessions for many years as a means of offering attorneys and staff meaningful financial and operational updates and providing them the opportunity to give their feedback. Angie’s technical expertise and innovative management style have been catalysts for many of the programs and processes that Levenfeld Pearlstein has implemented. She has developed profitability reporting processes and customized dashboards that facilitate robust project management and places a strong focus on helping the firm's attorneys hone their financial management and project management skills. In addition, Angie also spearheaded the use of partner, client and operational effectiveness surveys that have become a hallmark of Levenfeld Pearlstein, and was instrumental in the development of the firm's Corporate Social Responsibility (CSR) program, which is unique among law firms and recognized nationally for its comprehensive nature, integration with firm culture and results-oriented approach.
Angie joined Levenfeld Pearlstein in 1999 as the firm's first Director of Finance and was named Executive Director in 2003. Prior to joining Levenfeld Pearlstein, she spent seven years as accounting manager at an AmLaw 200 firm, and before working in the legal industry, worked in the field of higher education.
Angelina Colombo has been the Chief Operating Officer for the Legal department at Citizens Bank since 2014. In her role, she serves as the primary liaison with Finance, Human Resources, IT, Strategic Sourcing and Communications. Her responsibilities include financial management, implementation and ongoing management of legal technology solutions, management of preferred provider networks, organizational and human resource strategy, and all other operational matters for the department. Angelina served as the CAO for RBS Americas Legal from 2009 to 2014, Citizens Bank’s parent company prior to their IPO. Before joining the Legal Operations space, Angelina was the Business Manager for the Credit Markets business and Head of Operational Risk, both for RBS Greenwich Capital, and held various consulting and risk management roles at FitchRisk and Societe Generale.
Angelina started her career at Arthur Andersen, with roles in both the Audit practice as well as the Business Consulting practice, primarily focused on Reengineering, Risk Management and Process Improvement projects. She has a Bachelor of Science degree in Accounting from the State University of New York at Binghamton.
Malvina Iannone Executive Counsel, Global Legal Shared Services
General Electric Company
Malvina currently leads a global legal shared services team at General Electric Company delivering general legal, corporate governance, M&A and commercial services to the GE Businesses, including Aviation, Power, Healthcare, Renewables, Digital and Financial Services. A core mission of the legal shared services team is to be an incubator of innovation within the legal function at GE, enabling an optimized legal service delivery.
In her prior roles at GE, Malvina served as the Corporate Governance leader at the GE Capital business where she established a regulatory framework for compliance and reporting to the Federal Reserve. Prior to that role, she served as the General Counsel of one of the GE divisions focusing on M&A and restructuring activity.
Malvina started her legal career at White & Case where she was a Senior Associate in the Mergers & Acquisitions group. Malvina received her JD from New York University School of Law and her BA in Political Science & Government from New York University School of Arts and Sciences.
Malvina is originally from Poland and currently lives in Westport, CT with her husband and three children Max, Annabelle and Charlie.
She enjoys speaking on emerging legal issues, managing risks and regulators, AI, legal innovation and technology, change management and leadership at various legal events for forums.