Andrea Alliston Partner, Knowledge & Practice Innovation
Fasken Martineau DuMoulin LLP
A partner and leader of Fasken’s Knowledge and Practice Innovation programs and initiatives, Andrea works with firm leadership on developing an industry leading knowledge and practice innovation strategy and oversees the related people resources, operational processes and technology. Andrea is an experienced leader and innovator versed in strategy, project implementation and operations across diverse areas including developing precedent and legal resources collections, thought leadership and disseminating legal and practice developments, implementing KM infrastructure technology such as enterprise search, piloting and selecting innovative and emerging technologies, developing automated and productized services, and various data and information management initiatives.
Dr. Thomas Barothy, Managing Director, is the Chief Operating Officer (COO) of Group Legal at UBS. His main responsibilities focus on strategy development and implementation, cost management, outside counsel management, risk management and technology innovation / automation. He works for UBS since more than 20 years in various senior management roles. Thomas is a faculty advisor of the Digital Legal Exchange (DLEX), a member of the ACC Europe Legal Operations Advisory Board and a 2021 ACC Value Champion.
Chris Boyd is the COO of Wilson Sonsini Goodrich & Rosati in Palo Alto, California. Chris leads the teams that handle attorney recruiting, business development, diversity and inclusion, human resources, knowledge management, marketing, practice management, professional development, research and information services, and work allocation. These teams work with firm, department, and practice group leaders to develop, deploy and continuously improve processes, programs, and tools that support the firm's business goals and help the firm deliver more value to clients.
Chris has an undergraduate degree from Princeton University and a law degree from Stanford Law School. He previously worked as a management consultant, corporate and securities attorney, and technology company knowledge management leader. He is a member of the board of directors of the International Legal Technology Association and is a fellow of the College of Law Practice Management.
Tim Corcoran is a former CEO who now guides law ﬁrm and law department leaders through the proﬁtable disruption of outdated business models. Tim is a Trustee and Fellow of the College of Law Practice Management, former President of the Legal Marketing Association and a member of its Hall of Fame, an American Lawyer Fellow, a frequent presenter at lawyer retreats and legal conferences, and a writer whose articles are published regularly in leading publications. He also authors the widely read Corcoran’s Business of Law blog.
Zachary Coseglia Managing Principal & Head of Innovation
R&G Insights Lab, Ropes & Gray LLP
Zach Coseglia is a pioneer in the legal industry and a trusted advisor to clients looking for human-centered, analytically powered and digitally enabled approaches to problem solving and risk management. He is managing principal and head of innovation and co-leader of R&G Insights Lab, an innovative, full-service legal consulting practice and the industry’s first combined analytics and behavioral science offering.
An experienced litigator, investigator, and former compliance executive, Zach brings to his work deep knowledge of the legal and regulatory realities facing his clients – and has carved a unique path in the industry by leaning into his creative and entrepreneurial instincts. He is a thought leader on the use of analytics to support more informed, risk aware decision-making; and is dedicated to helping organizations unlock the full value of their enterprise data.
Prior to joining Ropes & Gray, Zach served as head of global compliance monitoring, analytics and digital at a global biopharmaceutical company. In that capacity, he built an industry-leading global compliance monitoring program and oversaw the development of analytically powered digital solutions that have transformed that organization’s approach to risk management. He also led a digital compliance office that advised business leaders on the risks associated with emerging technologies and operated as an internal innovation hub, designing digital solutions to simplify and automate internal processes. Zach is also responsible for building one of the industry’s first compliance-embedded analytics teams, comprised of engineers, statisticians, data scientists and visualization experts.
Zach previously served as an assistant general counsel and lead China investigator for the same biopharmaceutical company. In this role, he had the opportunity to live and work in Beijing and Shanghai, and emerged as an early leader in the use of data and analytics to drive an effective, efficient and outcomes-driven risk management program.
Over the course of his career, clients have engaged Zach to advise them on critical organizational issues, including strategy and risk-based decision making; risk assessments and proactive reviews; internal investigations; program design; and other compliance, ethics and risk management activities.
Zach builds on these past experiences in his leadership of R&G Insights Lab, which represents a cross-industry advisory capability that combines world-class legal services with specialized expertise in analytics, behavioral science, and strategic consulting.
Before assuming executive leadership positions in the legal industry, Paul spent 20 years hiring law firms and working closely with attorneys to achieve his own companies’ ambitious goals. His experiences made him acutely aware of what it takes to solve clients’ challenges.
Paul enjoys working shoulder to shoulder with Husch Blackwell attorneys. He works hard to ensure that the firm’s attorneys have the resources needed to help clients advance their business goals. Believing that careful listening is an important part of leadership, Paul is attentive to the ideas and views of the firm’s attorneys, who in turn know the importance of listening to clients to better understand their problems and perspectives—and help them succeed.
Lucía is an attorney with almost 20 years of experience in leading law firms and organizations in different countries in Latin America and in London. For the most part of her career she worked in litigation and arbitration in regional and international law firms, and for five years she served as General Counsel in a multilateral financial organization that manages more than US$ 6.5 billion of sovereign funds.
Leveraging on her substantial experience and in-depth knowledge of the legal services market, she now works on effecting meaningful change within law firms to help them adapt their business models to the times, effectively address clients' challenges and foster a true organizational culture of innovation, creative problem-solving and client-centricity. She likes working with and around ideas, and helping people realize that everyone is capable of changing the status quo to improve their work and lives.
She has been an associate lecturer on arbitration and litigation at law schools in Colombia and Uruguay, has written a number of academic papers that have been published in established law journals and has participated as speaker in specialized conferences.
She graduated from Universidad de la República (Uruguay), holds an MSc in Business Law from Universidad Francisco de Vitoria (Spain) and an LL.M. in International Business Law from King’s College London (United Kingdom).
Michael Ertel Practice Innovation& Knowledge Attorney
Paul Hastings, LLP
With twenty years of experience as a practicing attorney and leader in innovation and knowledge management, Mike Ertel focuses on helping Paul Hastings’ attorneys create better work product, increase their efficiency, and improve billing realization. Mike is responsible for innovation and knowledge management for three key practice groups with combined annual revenues in the hundreds of millions of dollars.
Mike’s legal experience—ranging from associate to partner—allows him to understand the needs of attorneys and their pain points. In turn, Mike is adept at calling upon empathy and design thinking principles (he is certified by IDEO) to identify needs, assess priorities, and create bespoke internal solutions. Additionally, Mike is experienced at assessing external solutions, running pilots, and implementing tools while driving adoption.
Drawing upon his father who was an Organizational Behaviorist, Mike has always been interested in how individuals interact within groups and how to help businesses operate more effectively by considering employee group dynamics more holistically. Mike co-leads a novel silo-breaking initiative comprising all the professional groups supporting a specific practice group. This new task force assessing their informational needs and examine how to improve information flow amongst the various groups. This task force has successfully mapped paths to break down informational silos along the typical life cycle of a matter. The task force’s work quickly garnered interest and buy-in from firm leadership and will serve as a template for other groups within the firm.
Wayne Hassay is the managing partner of Maguire Schneider Hassay, LLP, a medium sized law firm for the Columbus, Ohio market. Mr. Hassay joined MSH in 1998, and became a partner in 2004. He began private practice in 1991 as a civil litigator. Over the years his focus has been plaintiff’s personal injury and probate cases. Mr. Hassay has had the honor of serving as Special Counsel to the Ohio Attorney General’s Office. He is a 1988 graduate of Youngstown State University and received his law degree in 1991 from the University of Akron. Mr. Hassay is actively engaged with the Ohio State Bar Association. He is appointed to the Member-Network Board for Thrivent Financial and to the Board of Directors of the American Bar Association affiliated Group Legal Services Association for the 2019-2021 term.
As managing partner of MSH, his mission is to bring innovation and technology to the practice of law for the benefit of clients. The philosophy is to broaden access to justice by using technology so that more clients can afford the legal services they need. Mr. Hassay believes this will achieve the best possible result for his clients, while making their experience as stress free as possible.
As head of the corporate/securities practice, Julie Herzog handles a wide variety of corporate, securities and merger and acquisition transactions. She has handled transactions valued at over $4 billion for major public companies and investment banks and enjoys working with a diverse clientele ranging from Fortune 100 corporations to startups, family offices, and venture capital and private equity funds. Since 2013, Julie negotiated and closed over 100 transactions valued at over $1.5 billion on behalf of our clients. Her clients represent a variety of industry sectors, including business consulting, cannabis, food and beverage, manufacturing, real estate, retail, technology, and other services. She has counseled several hundred companies from inception through initial public offerings or successful sales.
Before joining the firm in 2003, Julie practiced corporate and securities law for more than eight years at major international law firms, Morrison & Foerster's Denver and Hong Kong offices and Jones Day's Chicago office. In 2004, she started her own clothing business, grew the business over three years and successfully sold it in 2007. Her experience managing the entire lifecycle of a business adds value to her work with clients.
Each client has varying demands and requirements and Julie has earned a reputation for respecting the unique qualities of each of her clients. Her approach is refreshingly down-to-earth as she meets her clients’ business objectives, while appropriately addressing the legal and business risks. Having been on both sides of the desk, she understands the importance of timeliness, efficiency and other factors that create quality customer service—and that is what she delivers.
Eric is a global futurist, speaker, author, and advisory member to multiple boards across the globe. He is the Chief Technology and Innovation Officer for Bradford & Barthel, LLP. Eric leads the Innovations Department, and focuses on how the future of technology and human behavior continually evolve and intersect the globe over. Eric is an international keynote speaker, and conducts masterclasses to international events throughout the world. He advises organizations how to recognize, create, and leverage new business and process models in leading organizational change through the current reality of global business model disruption. In this vein, Eric has worked with organizations across the world such as Google, IBM, Shapoorji Pallonji Group in India, Polytechnic University in Hong Kong, KM Asia, KM Europe, KM Congress in India, Social Now in Portugal, Global Legal Forum in The Hague, TEDx and many more. Eric expanded his focus within the future of technology and human behavior in his TEDx: "The Future of Human Behavior". His next book, "Travels in Time", is due to publish January of 2022.
Sukesh Kamra National Director, Knowledge & Innovation
Norton Rose Fulbright Canada LLP
Sukesh Kamra is the national director of knowledge and innovation at Norton Rose Fulbright Canada. He is responsible for implementing a national strategy and action plan to work smarter and more efficiently, while leveraging advanced forms of technology to eliminate waste and control legal costs. He leads a team of knowledge and innovation practitioners to improve internal processes and provides our clients with innovative legal products and solutions to address specific business risk. With over 18 years of experience, Mr. Kamra develops new frameworks and approaches to capture and leverage our knowledge and efficiently deliver legal services to our clients. He is chair of the National Innovation Investment Steering Committee and is responsible for the overall direction of the national library and intelligence service. Mr. Kamra is a lawyer and an internationally recognized expert in knowledge and innovation. He led Norton Rose Fulbright Canada to capture both a 2021 Excellence Award and a 2020 Gold Award at the Canadian Law Awards for Best Use of Technology in a Law Firm for the use of a novel low-code platform to build complex applications for clients. He is the recipient of the prestigious 2019 Lexpert Zenith Award in the category of Change Agents in Law and the winner of the highly coveted 2018 Canadian Lawyer Top 25 Most Influential Lawyers in Canada for his work in legal technology and innovation. He is also the recipient of the 2019 Fastcase 50 Award honoring the law's smartest, most courageous innovators, visionaries and leaders. Mr. Kamra won the 2017 International Legal Technology Association Knowledge Management Professional of the Year Distinguished Peer Award and was inducted as a Fellow into the College of Law Practice Management, joining a very exclusive group of law practice management executives. Mr. Kamra also led the firm to win the College of Law Practice Management's 2016 InnovAction Award for work in developing innovative client offerings.
Theresa M. Lina
Author of the bestseller, “Be the Go-To: How to Own Your Competitive Market, Charge More, and Have Customers Love You for It”
Theresa M. Lina Author of the bestseller, “Be the Go-To: How to Own Your Competitive Market, Charge More, and Have Customers Love You for It”
THERESA M. LINA is the author of the bestselling book, Be the Go-To: How to Own Your Competitive Market, Charge More, and Have Customers Love You for It. She has over twenty years of experience as a recognized Silicon Valley thought leader and strategist. She is the CEO of Lina Group, Inc., which specializes in market dominance strategy, and has been involved at Stanford University since 2006. She has served as chief strategy and marketing officer for several technology startups and has advised partners and executives at hundreds of professional services firms and companies, including Apple, Amazon, Google, Nike, Disney, Cisco, Verizon, dozens of other recognized names, and many smaller, niche companies. She began her career at Accenture, where she helped found, lead, and grow what is now a multibillion-dollar business unit within the company. Theresa is a frequent speaker and workshop leader on strategy, market leadership and innovation. www.apollomethod.com and www.linagroup.comhttps://www.linkedin.com/in/theresa-lina/
Angela M. Liu is a high-stakes securities litigation partner in the firm’s litigation practice group, where she focuses on securities class actions, derivative suits, M&A litigation, investigations, and corporate governance disputes.
Ms. Liu’s legal expertise, business acumen, and easy communication with boards of directors, C-suite executives, and all levels of employees comes from her broad experience across industries. She leverages her communication style and attention to detail, whether preparing a star witness for intensive testimony or distilling highly technical legalese and nuanced stories into persuasive, winning trial and appellate arguments in courts around the country.
Over the past decade, Ms. Liu has also been on the front lines of high impact pro bono cases and has worked with the ACLU Voting Rights Project to challenge restrictive voting laws in Wisconsin, Kansas, and Tennessee. She has also addressed the Human Rights Council at the United Nations in Geneva and human rights mission in the Balkans with the Advocates for Human Rights.
Prior to joining Dechert, Ms. Liu clerked for the Honorable John R. Gibson of the United States Court of Appeals for the Eighth Circuit. Prior to law school, she was an associate at a political fundraising firm.
Ms. Liu also meaningfully contributes to the legal community as co-chair of the firm’s Asian Affinity Group and as a member of the firm wide Diversity and Inclusion, Innovation Task Force, and Hiring Committees. In 2021, Ms. Liu was recognized by Legal 500 for her outstanding work in M&A defense litigation and Diversity Journal’s first-ever Asian Leaders Worth Watching. She’s been a three-time recipient of the Firm’s Samuel E. Klein Pro Bono Award and awarded its Exceptional Teacher’s Award.
An avid Tar Heel fan and alum, Ms. Liu serves on the UNC Law Foundation Board, the UNC Law Alumni Association Board, and as a partner to the Morehead-Cain Scholarship Foundation.
An internationally recognized author, lecturer, strategist and seasoned advisor to the leaders of premier professional firms, Patrick has 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.
His real introduction to the subject of innovation was studying at Stanford in 2000 with Dr. Gary Hamel, author of “Leading The Revolution.” He, himself is the author of eleven books most notably his international business best seller, First Among Equals, (co-authored with David Maister) 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 asked by the College of Law Practice Management back in 2004 to help develop the annual global law firm 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.
McKenna serves on a number of advisory boards including Intraspexion Inc. (AI legal tech); LBW Broadcasting (international media); True Balanace Longevity Institute (health care); and is a BrainTrust Member of Quantumrun, a global research and futurists group.
He is a contributing editor to Of Counsel, The Legal Practice and Management Report based in New York; and is the recipient of an “Honorary Fellowship” from Leaders Excellence of Harvard Square. McKenna was acknowledged by the readers of Legal Business World as an international Thought Leader and by Thinkers360 as being among the “Top 50 Global Thought Leaders and Influencers on Innovation”
Tiffany M. O’Neil leads the firm’s knowledge management, records and efficiency functions while chairing the firm's internal Technology Innovation group. She oversees the firm’s investigative, business and legal research; trains attorneys and staff on efficient research strategies; workflow analysis; project management; conducts contract negotiations, budgeting and supervising; and advances the performance of the records division by establishing and implementing valuable workflow solutions.
Dan Packel covers change and innovation in the legal services market for the American Lawyer, and writes a weekly briefing for Law.com, "The Law Firm Disrupted," on these subjects. He previously reported on Pennsylvania's courts and legal market for Law360. He's also written about foot, travel and culture for outlets including the New York Times, the New Republic and Gastronomica. He is based in Philadelphia.
Kimball Dean Parker is the CEO of SixFifty, the technology subsidiary of the law firm Wilson Sonsini. SixFifty works with the firm to automate and productize employment and privacy documents. SixFifty has also released free tools to help people avoid evictions and foreclosures during the pandemic.
Gillian Scott, Partner, Innovative Products, Osler, Hoskin & Harcourt LLP. Gillian is partner at Osler, a leading National Canadian business law firm. In her unique, client-facing business role, Gillian provides strategic leadership on the assessment, development, staﬃng, pricing, launch and management of Osler’s innovative legal product oﬀerings. As part of Osler’s overall innovation strategy, Gillian is focused on transforming the business of law by providing maximum value to clients through new legal product oﬀerings that address their pain points and service gaps. Gillian’s current focus is on Osler Dash, the Franchise and Distribution Group's automated franchise disclosure and e-contracting platform.
Gillian brings 15 years as a commercial litigator and litigation partner at Osler and three years in Client Development to her role, giving her a unique understanding of client challenges and business objectives. This experience informs her unique approach to developing and delivering client-focused innovative solutions, products and services.
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, 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.
Assistant Dean of Innovation, Strategic Initiatives & Distance Education & Professor of Legal Writing
Gabriel Teninbaum Assistant Dean of Innovation, Strategic Initiatives & Distance Education & Professor of Legal Writing
Gabe Teninbaum is the Assistant Dean for Innovation, Strategic Initiatives and Distance Education, as well as a Professor of Legal Writing, at Suffolk University Law School in Boston. Among other responsibilities, he leads the #1 ranked legal tech program in the nation, as ranked on multiple occasions by National Jurist Magazine and preLaw Magazine. He has also held academic appointments at Harvard (as a Faculty Associate at the Berkman-Klein Center for Internet & Society at Harvard University), MIT (as a Visiting Professor at the MIT Media Lab) and Yale (as a Visiting Fellow at the Yale Law School Information Society Project). Teninbaum has been named to the FastCase 50, the ABA Journal Web 100, and elected a Fellow of the College of Law Practice Management. He is the founder of the award-winning software company for legal education, SpacedRepetition.com, which has helped thousands of law students succeed from their first year, through the bar exam. He has been called “perhaps the most tech-savvy law professor in the nation” by the ABA Journal.
A graduate of the UCLA School of Law, he studied intellectual property, business law and international law under the nation’s top-ranked practitioners. While at UCLA Law he served as one of two editors-in-chief of the UCLA Journal of International Law and Foreign Affairs. Before studying law he worked for years as a designer and software developer, so he knows what it means to work in creative industries and how things actually get done.
He deals with matters involving copyrights, trademarks, software, design, licensing, business, art law and contracts.
Jonathan speaks and writes regularly about legal issues facing technology and creative ventures and has given talks for the American Institute of Graphic Arts, the California Community Foundation, UCLA Law, and at a variety of design and technology conferences.
Admitted to practice in California and before the federal court of the Central District of California.
Meredith Williams-Range Chief Knowledge and Client Value Officer
Shearman & Sterling LLP
Meredith L. Williams-Range is Shearman & Sterling's Chief Knowledge & Value Officer. She oversees & coordinates global strategy in master data management, conflicts, governance, new business intake, records, legal project management, knowledge management, research services and more. She also oversees many of the Firm's resources that allow Shearman to partner with clients and deliver cutting-edge legal tech. She is widely recognized as a leading authority in innovation, legal tech, and the practice of law changes, and is a frequent presenter and author.
Ms. Williams-Range received a Bachelor's of Business Administration with concentration in Accounting followed by a Juris Doctorate from the University of Memphis. She is admitted to practice in the state of Tennessee & New York. Ms. Williams-Range is a member of the Chief, a private network designed specifically for women leaders — rising VP level through CEO — to strengthen their experience in the C-suite, Association of Women Attorneys and the American, New York, Tennessee, and Memphis Bar Associations. In addition, Ms. Williams-Range is the Past President of the Board of Directors for the International Legal Technology Association. She is a recipient of the Dean’s Distinguished Service Award from the University Of Memphis Cecil C. Humphreys School Of Law for her volunteer work; ILTA's 2011 Distinguished Young Professional Award; ABA's LTRC's Top 10 Women of Legal Tech 2016; a 2017 Fellow of the College of Law Practice Management; 2018 ILTA Distinguished Peer Award winner; 2019 recipient of the New York Law Journal Trailblazer Award, 2019 Financial Times Innovative Lawyers Intrepreneurs Top 10 Shortlist and 2020 Fellow of the American Bar Foundation.
Ms. Williams-Range is a regular speaker, blogger, and author. Some recent examples include “Redefining the Delivery of Legal Services”, ILTACON, Las Vegas, NV (August 2021); “Building the Law Services Delivery Team of the Future”, ILTACON, Las Vegas, NV (August 2021); "Meredith Williams-Range Builds the Law Firm of the Future,"Profile (July 2021); “Master Data Management Validation”, Business Intelligence and Analytics in the Legal Profession Virtual Conference (June 2021) ; “Senior Marketer Roundtable - Best Practices from Pioneers of Innovative and Integrated Law Firm”, LMA Tech Virtual Conference (April 2021); “Kira Conversations Leadership Series: Episode 1”, Kira Virtual Leadership Series (December 2020); “Virtual Fireside Chat: Purpose Driven Innovation”, WinWire Virtual Conference (December 2020); “Getting Your House in Order with Firm Intelligence”, ARK KM Virtual Conference (October 2020); “The New Normal of KM (During COVID-19 and Beyond)”, ARK KM Virtual Conference (October 2020); “How can legal organizations use data to reduce legal services costs?”, College of Law Practice Management Virtual Conference (October 2020); “The Ethics of Data”, IDEA User Conference, Keynote Speaker (October 2020); “Re-Thinking the Business of Law”, ILTA>ON Virtual Conference (August 2020); “Moving the Needle on Internal Adoption of Business Intelligence and Data Analytics”, Business Intelligence & Analytics in the Legal Profession Virtual Conference, Keynote Speaker (July 2020); "Using Data Intelligence to Solve the Hardest Aspects of Privacy Management", IAPP & Collibra Web Conference (July 2020); “People Process, Technology and Data”, KM Digital Summit London Virtual Conference, Keynote Speaker (June 2020); “The Innovation Advantage - Driving Client Value in the Midst of COVID-19”, LawNext Live, Virtual (May 2020); “Knowledge Management Acceleration”, Litera The Changing Lawyer”,, Virtual (April 2020).