SOLID 2017 Summit Agenda

Subject to Change

Thursday, September 14

7:30AM - 8:15AM - Registration and Networking Breakfast
8:15AM - 8:25AM - Welcome/Call to Action/Summit Overview
8:25AM - 8:40AM - Table Introductions

“Business of Law: Vision of the Future. Succeeding at the Intersection of Artificial Intelligence, Advanced Technologies, and the Business of Law.” SOLID Talk Summit Kick-off Keynotes

8:45AM - 9:00AM - Mark Cohen, Consultant and Author, Georgetown Law, Forbes, "Disaggregation of Legal Services and Emergent Models in the Business of Law."

  • Are law firms becoming obsolete?
  • The traditional partnership model was designed for the practice of law, not the delivery of legal services.
  • Disaggregation—peeling tasks from law firms and sourcing it elsewhere—is in its second phase in the legal marketplace.
9:00AM - 9:10AM - Nicholas Robertson, COO, Relativity interviewed by David Cowen, President, The Cowen Group: “The Network Effect: Connectivity and Community in Law and Technology.”

9:10AM - 9:20AM - Brian Kuhn, Co-Creator of IBM Watson Legal, IBM, "AI and The Business of Law - What Works Right Now."

Brian Kuhn

9:20AM - 9:30AM - Kiwi Camara, CEO, DISCO, "The Impact of Technology on the Evolving Practice of Law."

9:30AM - 9:40AM - Jennifer McCarron, Legal Technology Product Owner, Spotify and Jeffrey Marple, Innovation Director Corporate Legal, Liberty Mutual, "From Nothing to Roadmap."

Nothing is more paralyzing than a deadline and blank piece of paper. We aspire to help legal professionals understand who they are and who they want to be and who they might begin to map out their future.

9:45AM - 10:10AM - Table Discussions and Takeaways

Discuss the keynotes and summarize important takeaways with your peers.

10:10AM - 10:25AM - Morning Break

“Innovation: AI in Action Use Cases”

10:25AM - 10:35AM - Chris Mammen, Partner at Hogan Lovells and Owen Byrd, Chief Evangelist & General Counsel, Lex Machina interviewed by David Cowen, President, The Cowen Group: "Moneyball Legal Analytics."

Enabling data-driven decision making about outside counsel selection, litigation strategy and tactics, and corporate legal operations. How to use Legal Analytics to improve:

  • Outside counsel selection
  • Litigation strategy/tactics/outcomes
  • Legal operations
10:35AM - 10:45AM - Megan Pavich, Senior Attorney, Allstate Insurance, "Making Your Legal Team More Effective Leveraging New Tools and Technologies."

Using AI bots and innovative self-service options to take the burden of mundane repeatable legal information tasks off the plates of high-value high-margin attorneys, while lowering the associated costs and significantly reducing the turnaround time.

10:45AM - 10:55AM - Beau Mersereau, Legal IT Director, Fish & Richardson, "Real World Machine Learning Solutions."

A quick discussion and primer on how to use Machine Learning in the real world using Microsoft Azure Machine Learning.

10:55AM - 11:05AM - Andrew Shimek, President & COO, Neota Logic, "Putting AI to Work in Intelligent Document Automation for a Fortune 50 Company."

A legal operations leader within a global manufacturer, wanted to find a way to create value by automating contract creation, workflow and approval. In their words, they want to better utilize their “human capital” by having them focus on high-value work, and augment their talents and experience with technology-enabled automation for routine tasks like contact management.

Ultimately, their Corporate Legal had a strong focus on removing lawyers from the legal service delivery process for low-risk, repeatable inquiries and tasks that were taking up greater than 50% of their labor hours. They wanted to reserve introducing a lawyer to the process when and only when the issue rose to the level of complexity to merit direct attorney participation. They also wanted to solve other process inefficiencies inherent to their current process including use of outdated templates, unknowingly signing multiple contracts for the same partners, rogue associates agreeing to and executing contracts with nonstandard and unapproved terms.

11:05AM - 11:15AM - David Li, Data Scientist, ProSearch, "Innovation and Disruption Driven by Technology and Talent."

11:20AM - 11:40AM - Table Discussions and Takeaways

Discuss the keynotes and summarize important takeaways with your peers.

11:40AM - 11:55AM - Townhall and Collaborative Q&A
12:00PM - 12:50PM - Lunch

To drive change, we must assess law firms on their use of technology, Legal Services Corporation President Jim Sandman has suggested. Dan’s recently launched Legal Services Innovation Index, phase 1, version 1.0:

  • Catalogs over 200 concrete law firm innovations
  • Measures indicators of innovation for each Global 100, Am Law 200, and Canadian 30 law firm

Dan will discuss how this data can drive discussions about legal-services innovation, which will improve access to legal services for everyone. Visit www.legaltechinnovation.com for more information.

12:50PM - 1:00PM - Keynote: Daniel W. Linna Jr, Professor of Law in Residence, Director of LegalRnD, Michigan State University College of Law, "Measuring Law Firm Innovation and Technology Adoption."

To drive change, we must assess law firms on their use of technology, Legal Services Corporation President Jim Sandman has suggested. Dan’s recently launched Legal Services Innovation Index, phase 1, version 1.0:

  • Catalogs over 200 concrete law firm innovations
  • Measures indicators of innovation for each Global 100, Am Law 200, and Canadian 30 law firm

Dan will discuss how this data can drive discussions about legal-services innovation, which will improve access to legal services for everyone. Visit www.legaltechinnovation.com for more information.

1:00PM - 1:20PM - New Table Introductions and Group Exercises

“Business Models and Revenue”

1:20PM - 1:30PM - EJ Bastian, Lead eDiscovery Program Manager at Microsoft interviewed by David Cowen, President, The Cowen Group on "How to Effectively Navigate the Business Model Paradigm Shift as Data Move to the Cloud."

Hundreds of millions of business users have already moved to the cloud and millions more will make the move soon. With migration to the cloud come certain risks and challenges, but as data volumes continue to grow exponentially, doing business the old way is not an option. What does this mean for the business of law and how Microsoft leads in this space?

1:30PM - 1:40PM - Mark Smolik, VP, General Counsel, DHL, "The Changing Dynamics of the Legal Industry and the Impact on the Law Department Law Firm Relationship."

Through our in-sourcing model, we significantly reduced our variable spend on external counsel. To drive deeper cost savings, we continuously evaluate the performance of all of our law firms making sure to identify their areas of strength and opportunities for improvement. Evaluations are used to deepen awareness among our firms of our performance expectations. Our belief is that the more our firms know about our expectations and their own performance against our key performance indicators, the more value they will deliver to our organization, something that has worked very well for us.

1:40PM - 1:50PM - Jeffrey Sharer, Partner, Co-Chair, Data Law Practice, Akerman LLP, "How a Law Firm, an ALSP, and AI Broke the Mold and Clients Won."

1:50PM - 2:00PM - Kripa Rajshekhar, Founder, Metonomy Labs, "Smart Money (AI and Diligence)."

Collaborate to create smarter AI solutions for building models of legal relevance and judgment. Increase return on investment for clients by better understanding and quantifying litigation portfolio risk.

2:00PM - 2:10PM - Tom Palladino, President, NightOwl Discovery interviewed by David Cowen, President, The Cowen Group: "Discovery 2030 - The Future Role of Providers."

2:15PM - 2:45PM - Table Discussions and Takeaways

Discuss the keynotes and summarize important takeaways with your peers.

2:45PM - 3:10PM - Afternoon Break

“Leveraging Talent”

3:15PM - 3:25PM - Robert Taylor, VP, Senior Corporate Counsel, Liberty Mutual, "Don't Go It Alone--Breathing Life Into Your Future Career."

We are all trying to breathe life into our careers, our organizations…our profession. You see the need to develop skills and you have a vision (otherwise you would not be here), but we should not and cannot do it alone.

3:25PM - 3:35PM - Terry Luciani VP, Innovation Program and Jon Damon, Associate General Counsel, MetLife, "The BIG LIP: Examining the Success of Legal and Innovation Partnership."

Jon Damon

3:35PM - 3:45PM - Dennis Kennedy, Senior Counsel, Digital Payments & Labs, Mastercard, "Agile Lawyering: The Next Great Evolution of In-House Counsel."

3:45PM - 3:55PM - Jeremy Burdge, Litigation Project Manager, Hogan Lovells and Aleksandr Zhuk, Director of Operations, The Cowen Group: "Tiger Teams: Key to Maximum Performance and Sustained Competitive Edge."

Leveraging NASA talent technology to achieve sustained competitive advantage against the most well-funded and determined adversaries.

3:55PM - 4:05PM - Wendy Butler Curtis, Head of Practice Analytics & Service Innovations, eDiscovery of Counsel, Orrick, "Future Talent, Technology, and Business Processes."

4:10PM - 4:35PM - Table Discussions

Discuss the keynotes and summarize important takeaways with your peers.

4:35PM - 4:55PM - Town Hall and Collaborative Q&A
5:00PM - 5:15PM - Thank You and Closing
5:30PM - 6:30PM - Cocktails and Networking
7:00PM - 9:00PM - Dinner

Friday, September 15
– Post-Summit (Ongoing)

7:30AM - 8:20AM - Networking Breakfast
8:20AM - 8:35AM - Keynote: Andrew Arruda, CEO and Co-Founder, ROSS Intelligence, "What You Need to Know About AI Today and Tomorrow, and the Impact It Has on Your Career."

Artificial Intelligence:

  • What is it and how to implement it?
  • What does this mean to your practice?
  • How will this effect the careers?
8:35AM - 8:45AM - Keynote: Jay Leib Founder and CEO NexLP

8:45AM - 10:55AM - Multi-Vendor Technology Showcase, Working Groups, and 90-day Action Plan Development
  • The Multi-Vendor Showcase with Kickoff on Friday with a series of brief keynotes. Each technology provider will be given 3 minutes to introduce themselves and to present their technology. Attendees will be able to see showcased technologies in action, ask questions, and discuss potential opportunities.
  • Working Groups, which have been formed over the course of the Summit, will continue their discussion and collaboration with Birds of a Feather teams forming to address a particular area of interest (e.g. “Implementation of AI” Birds of a Feather team formed within the Technology working group.
  • A dedicated working space, guidance, and templates will be offered to those wishing to craft a 90-day action plan.
11:00AM - 11:30AM - Final Takeaways and Closing