Knowledge Management in the Legal Profession

Transcription

1 Ark Group's 14th annual: Addressing KM s potenal as an organizaonal capability for leveraging the firm s experience, data and intellectual capital as a strategic resource while evolving in step with demands that are reshaping the business of law REGISTER TO ATTEND BEFORE AUGUST 31ST TO RECEIVE YOUR 15% EARLY BIRD DISCOUNT! Today's law firm business model increasingly depends on delivering the right informaon to the right people, at the right moment. And the me has come to revisit our basic assumpons and design a beer approach. With technological capability exploding all around us, what else about the pracce and business of law needs reimagining? In today s legal tech environment, Knowledge Management professionals have a rich tapestry of tools to choose from to help drive firm success but the onus sits with the firm to choose wisely in a budget constrained world. Law firm innovators are now confronted with a myriad of legal technology soluons and can greatly benefit from a paradigm for helping decide which tools and technologies align with the firm's strategic vision. How will we implement? How will we measure success? How do we idenfy the right stakeholders for the trial? Those responsible for driving innovaon within their firms must fully understand the importance of idenfying their most pressing use cases before comming to a parcular legal technology soluon. Ark Group s 14th annual conference will once again share different perspecves reflecve of different firm cultures and approaches to KM moving from the tradional KM role of internal content generaon to KM models that drive innovaon and leverage technology to improve service delivery as well as illustrate different ways that law firms are leveraging KM capability as a revenue generator. Whether you have been praccing Knowledge Management for 20 years or are just starng out, you are probably facing many of the same challenges as your peers, including: Moving from model and precedent generaon to maximizing service delivery How KM can be an innovaon and technology leader and contribute to the firm s strategic objecves How to promote KM s value and get management buy in and support How to challenge and avoid a silo environment As KM professionals, there is a grander role for us to play in idenfying and equipping our firm s aorneys with innovave tools, frameworks, and other changes to the pracce and business of law. We hope you ll join us this October in New York, as we once again provide an ideal plaorm for networking, discussion and debate concerning KM s potenal as an organizaonal capability for leveraging the firm s experience, data and intellectual capital as a strategic resource, while evolving in step with demands that are reshaping the business of law. Sponsored By: Featuring Key Contribuons From: Patrick V. DiDomenico, Chief Knowledge Officer, Ogletree, Deakins, Nash, Smoak & Stewart, P.C. Jeff Rovner, Managing Director for Informaon, O'Melveny & Myers LLP John Alber, Praccal Futurist, Instute for the Future of Law Pracce Meredith Williams Range, Chief Knowledge and Client Value Officer, Shearman & Sterling LLP Dora Tynes, Director of Knowledge & Research Services, Stoel Rives LLP Sco Reid, Head of Knowledge Systems & Pracce Innovaon, Bryan Cave Leighton Paisner LLP Danielle Miller Olofsson, Ph.D., Chief, Knowledge Management and Market Strategies, BCF Business Law Laurence Deere, Director, Legal Affairs and Knowledge Management, Davies Ward Phillips & Vineberg LLP Chris Boyd, Chief Knowledge & Talent Officer, Wilson Sonsini Goodrich & Rosa Sylvie Hebert, Director, Knowledge Management, Infrastructure & Innovaon, Skeman Ellio LLP Sco Rechtschaffen, Chief Knowledge Officer, Shareholder, Liler Mendelson P.C. Nicky Leijtens, Board Advisor Client Experience & Innovaon, NautaDulh NV Vivian Liu Somers, Director of Knowledge Management, Liberty Mutual Insurance Philip Bryce, Global Director of Knowledge Management, Mayer Brown Kingsley Marn, President & CEO, KMStandards LLC and Chief Contract Scienst, Akorda Vishal Agnihotri, Chief Knowledge Officer, Hinshaw & Culbertson LLP October 23rd & 24th New York Law School New York Patrick Dundas, KM Associate, Schulte Roth & Zabel LLP Saskia Mehlhorn, US Director, Knowledge Services, Norton Rose Fulbright US LLP Brian Blaho, Naonal Manager of Research Services, ReedSmith LLP Stacy Pangilinan, JD, MLIS, Senior Manager, Knowledge Soluons, DLA Piper LLP (US) Jean O'Grady, JD, MLS, Sr. Dir of Informaon, Research & Knowledge Management, DLA Piper LLP (US) And MANY Others!

2 Conference Agenda DAY 1 OCTOBER 23RD 8:30AM Sign In & Networking Breakfast 9:00AM Opening Remarks: Conference Co Chairs Patrick V. DiDomenico, Chief Knowledge Officer, Ogletree, Deakins & headcount, and illustrate that KM is a differenator between firms that have it versus firms that do not. Meredith Williams Range, Chief Knowledge and Client Value Officer, Shearman & Sterling LLP, Evan J. Shenkman, Director of Knowledge Management Counsel and Research, Ogletree Deakins, Others TBA 9:10AM KEYNOTE ADDRESS Redesigning Law Firm Knowledge Management Whether they have intended to do so or not, law firms have been conducng a 20 year longitudinal study to determine whether their lawyers can share knowledge effecvely through soware. The results are in, and they are decidedly mixed. That is especially unfortunate because today's law firm business model increasingly depends on delivering the right informaon to the right people at the right moment. The me has come to revisit our basic assumpons and design a beer approach. Jeff Rovner, Managing Director for Informaon O'Melveny & Myers LLP 9:45AM PANEL DISCUSSION Knowledge is our Business Whether you have been praccing KM for 20 years or are just starng out, you are probably facing many of the same challenges including: Redesigning model and precedent strategy to maximize service delivery How to promote KM s value and get management buy in and support How KM can be an innovaon and technology leader and contribute to the firm s strategic objecves How to challenge and avoid a silo environment This opening panel provides three perspecves reflecve of different firm cultures and approaches to KM and will address moving from the tradional KM role of internal content generaon to KM models that drive innovaon and leverage technology to improve service delivery. It will provide concrete ps and steps to help you launch the next phase of your KM program. Danielle Miller Olofsson, Ph.D., Chief, Knowledge Management and Market Strategies, BCF Business Law, Laurence Deère, Director, Legal Affairs and Knowledge Management, Davies Ward Phillips & Vineberg LLP, Sylvie Hébert Director, Knowledge Management, Infrastructure & Innovaon, Skeman Ellio LLP 10:30AM Morning Networking & Coffee Break 11:00AM PANEL DISCUSSION Knowledge Management From Cost Center to Profit Generator Using KM to Bring Business into Your Firm Many firms shortsightedly think of KM as a cost center, rather than a revenue generator. This discussion will illustrate different ways that firms have successfully turned the script by using KM to bring in meaningful firm business both at the pitch stage, and as a revenue generator with KM client facing service offerings. Learn how these successes increase KM buy in internally, help jusfy KM 11:45AM CASE STUDY & DISCUSSION Spoiler Alert! Taxonomies Are Not Sexy Using AI or machine learning tools and technology can play a significant role in data analycs and make report generaon headaches a thing of the past. The challenge is that oenmes when you apply AI or machine learning tools to a mass of dirty data what you get back is less than useful. Promong good data hygiene to your users, including the use of good taxonomy structures, is sll the best way to ensure you ll get results you can work with. One of the greatest benefits of using taxonomies to standardize nomenclatures across the organizaon is that when you re ready to merge data sets to construct knowledge dashboards, reports or other data driven iniaves, you ll have a common denominator to make that possible. In this lively discussion, our co presenters will share their experience and engage the audience in an honest conversaon about taxonomy struggles and success stories including immediate and long term benefits experienced as a result of standardizaon, and silos sll out there that have been difficult to standardize. Dora Tynes, Director of Knowledge & Research Services, Stoel Rives LLP, Keith Lipman, CEO, Prosperoware 12:15PM Networking Luncheon 1:15PM CASE STUDY The Nelix Way: A Data Driven Approach to Engagement By 2020, Nelix will have 200 million subscripons worldwide. Every new Nelix Originals series seems to be right on target, aracng even more subscribers. It is like magic, while the trick behind it is very simple: it is just about pung (data) insights to use. Everything Nelix does, is decided upon big data, viewing paerns and insights on customer behavior and the way our brain works. Nelix knows what we like and knows how to keep us engaged. In essence, that should be at the heart of knowledge sharing, especially in this era of informaon overload. The burden of TMI makes us crave personalized experiences and short cuts, in order to conquer the overload. However, the contrast with knowledge sharing in legal is stark: lengthy pieces of legalese and a one size fits all approach sll seem widespread. This discussion will shed light on the principles behind the success of Nelix and how we can apply those to knowledge sharing, offering a framework for creang an opmal learning experience and content that not only fits clients needs but earns loyalty. Nicky Leijtens, Board Advisor Client Experience & Innovaon, NautaDulh NV DAY 1 CONTINUED.

3 Conference Agenda...DAY 1 OCTOBER 23RD CONTINUED 1:45PM CASE STUDY Game On! Using Gamificaon to Engage Your KM Users Need to jump start your KM adopon strategy? Get Some Game! Gamificaon is the applicaon of game design elements point scoring, compleon with others and rewards in non game contexts. Lawyers enjoy compeon and this can be a powerful movator for engagement and adopon of tools and services. Discussion will cover rollout and impact, along with lessons learned. Marlene Gebauer, Director of Knowledge Soluons, Greenberg Traurig 2:15PM Aernoon Networking & Coffee Break 2:45PM CASE STUDY Agile Project Management for KM and Legal Projects How do we get projects completed quicker and have constant feedback from our stakeholders? In this interacve session, we will go over agile concepts and apply them to an ad hoc project. Get your improv shoes on, we are learning on the fly! Vivian Liu Somers, Director of Knowledge Management, Liberty Mutual Insurance 3:15PM CASE STUDY Why are we Paying for That? Reinvenng the Budget Process with Project Management and KM Principles: DLA Piper Case Study Budgets can t be managed effecvely in a once a year budget recalibraon. Cost opmizaon is an ongoing process which should be built into your departmental workflow. Digital resource budgets have exploded over the past ten years and expanded the complexity of resource acquision and renewal. How do you account for the cost of enterprise, local and pracce group spending? How do you get pracce group parcipaon in budget accountability and cost control? Learn how one firm moved from a decentralized and painful budget process to developing a streamlined and effecve tool for ROI reporng by starng with a whiteboard and workflow analysis. Stacy Pangilinan, JD, MLIS, Senior Manager, Knowledge Soluons, DLA Piper LLP (US) AND Jean O'Grady, JD, MLS, Sr. Dir of Informaon, Research & Knowledge Management, DLA Piper LLP (US) 3:45PM CLOSING DISCUSSION What is the Broader Ambion of Seng Up a KM Funcon? What is the end game that a law firm envisions when it begins to plan for a formalized KM funcon? An endorsed praccal approach to business or accelerang the rate of learning within the firm and reducing ramp up me for lateral hires or a focus on beer producvity using accelerator tools or just looking progressive for the clients? As KM professionals, we are uniquely placed and qualified to address the gaps in informaon, workflows, training and technology adopon. Due to our own mul dimensional approach, there is a grander role for us to play in idenfying and equipping the aorneys with innovave changes to their pracce of law. The trajectory can range from incremental to adjacent to transformaonal changes, based on the appete of the firm. Here s an honest look at what it means to start a KM funcon in a law firm on a limited budget. Vishal Agnihotri, Chief Knowledge Officer, Hinshaw & Culbertson LLP 4:15PM Closing Remarks: Conference Co Chairs Patrick V. DiDomenico, Chief Knowledge Officer, Ogletree, Deakins & 4:30PM Networking Recepon (immediately following closing remarks) End of Day 1 DAY 2 OCTOBER 24TH 8:30AM Registraon & Networking Breakfast 9:00AM Opening Remarks: Conference Co Chairs Patrick V. DiDomenico, Chief Knowledge Officer, Ogletree, Deakins & 9:10AM KEYNOTE What Blockchain Can Teach Legal About Service Models Blockchain is all the news now in legal. It is said to be transforming trust relaonships in everything from land tles to securies transac ons. And smart contracts are the talk of the town. But shouldn t blockchain also teach us something about what we missed along the way? How we record, transact and enforce agreements has been a constant almost since the incepon of the common law. Yet we let the digital age be born and grow to maturity without ever considering that perhaps our paper bound and extraordinarily inefficient service model for managing agreements might need changing. It took computer sciensts to reimagine how to make agreements concerning digital assets. With the digital age exploding around us, what else about the law needs reimagining? Everything? Where do we begin? What do we have to learn to connue to stay relevant? And does KM need reimagining too? Is it also a relic from another age? John Alber, Praccal Futurist, Instute for the Future of Law Pracce 9:45AM PANEL DISCUSSION Driving to Value: Assessing the Benefit of AI and other Technology Soluons to the Firm In today s legal tech environment, Knowledge Management professionals have a rich tapestry of tools to choose from to help drive firm success. Each vendor typically will provide ROI calculaons as part of the sales pitch, but the onus sll sits with the firm to choose wisely in a budget (both me and cost) constrained world. Join Dean Sonderegger and a panel of experts in a discussion around evaluaon of the value chain provided by technology soluons. of soluons fit, and the impact to the firm from different categories of soluons. DAY 2 CONTINUED.

4 Conference Agenda...DAY 2 OCTOBER 24TH CONTINUED The panel will explore the technology value chain from efficiency to outcome to opmizaon of business processes, the characteriscs of each step in the value chain, where different types Philip Bryce, Global Director of Knowledge Management, Mayer Brown, Kingsley Marn, President & CEO, KMStandards LLC and Chief Contract Scienst, Akorda, Patrick Dundas, KM Associate, Schulte Roth & Zabel LLP, Dean Sonderegger, VP Legal Markets, Innovaon, Wolters Kluwer Legal and Regulatory US Oz Benamram, will walk through the Firm's Pracce Innovaon team journey to implement LawGeex, an AI empowered tool for reviewing contracts. The challenges included introducing a new type of client and use case to the vendor (who was used to dealing with in house counsel) as well as keeping the legal team excited about the project throughout the vendor selecon, training and evaluaon phases not to menon ulmately changing how the team works. Oz Benamram, Chief Knowledge Officer, White & Case LLP 10:30AM Morning Networking & Coffee Break 11:00AM PANEL DISCUSSION Avoid the Shiny Objects Why the Use Case is More Important than the Technology Law firms and those responsible for driving innovaon within have been inundated with pitches and proposals from legal tech companies, parcularly start ups, offering them the latest and greatest soluons to their latest and greatest problems. But what are those problems and how credible are those soluons? Which legal technology soluons are truly valuable and address real life problems and which are nothing more than concepts, or worse, vaporware that neither exist nor solve actual problems? This lively discussion will assist those responsible for driving innovaon within their firms to beer understand the importance of idenfying their most pressing use cases before deciding upon a parcular legal technology soluon. Choosing a technology soluon before idenfying the use case will always be like choosing a soluon in search of a problem. This rarely works from a financial perspecve and rarely yields sasfying results. Law firm innovators are now confronted with a myriad of legal technology soluons and could greatly benefit from a paradigm for helping choose between mulple technology opons. In this discussion, panelists will cite specific examples of use cases and the technology soluons adopted. Sco Rechtschaffen, Chief Knowledge Officer, Shareholder, Liler Mendelson P.C., Chris Boyd, Chief Knowledge & Talent Officer, Wilson Sonsini Goodrich & Rosa, Others TBA 11:45AM USE CASES THIS is what we want AI to do for Law Firms and Legal Departments For several years, we have been promised that Arficial Intelligence would help us pracce law more efficiently and meet client demands for greater value. For transaconal lawyers, there have been some good AI tools for example, to help with due diligence. However, for ligators, most AI has focused on e discovery and research, with relavely lile benefit. In this session, learn how an in house law department and a law firm are starng to take advantage of an AI tool that automacally prepares dra answers and discovery demands to dramacally reduce the me and cost of roune ligaon work. Patrick V. DiDomenico, Chief Knowledge Officer, Ogletree, Deakins, Nash, Smoak & Stewart, P.C., Others TBA 12:15PM Networking Luncheon 1:15PM CASE STUDY Engaging Lawyers, Clients and Vendors to Adopt AI into Workflows 1:45PM PANEL DISCUSSION The Doomsday Clock: Saving KM from Apocalypc Security The Future of Law Firm Knowledge Management It's two minutes past midnight: The second financial crisis has hit, and the results aren't prey. Naonal barriers have been erected, making the internaonal exchange of informaon a thing of the past. Cyber breaches have led to the replacement of informaon governance by maral law: "Need to know" is now the law of the land. It was prophesied that only cockroaches and lawyers could survive an epochal meltdown luckily for KM professionals, they support half of this indestrucble tandem. The queson we face: What must become of KM? Can we preserve the es that bind our professionals and their knowledge, or will we bear witness to the end of KM as we knew it? Our panel of survivors may hold the answers Panel: Sco Reid, Head of Knowledge Systems & Pracce Innovaon, Bryan Cave Leighton Paisner LLP, Others TBA Moderated by: Joshua Fireman, Founder/President, Fireman & Company 2:30PM Aernoon Networking & Coffee Break 3:00PM CLOSING INTERACTIVE PANEL & EXERCISE Innovaon in Acon... Does the project align with my firm's strategic vision? How do I idenfy the right stakeholders for the trial? How will we implement and how will we measure success? When introducing new ideas, conferences have a tendency to generate at least as many quesons as they do answers. To facilitate the transformaon of ideas into acon, this closing session will partner aendees in small groups and then guide them through the creaon of a pilot, roll out, and assessment plan for one of the concepts introduced at the conference (each group will work on the concept of their choosing). We will then close with a Q&A discussion, enabling aendees to ask quesons of their peers who have already implemented (or tried to implement) one of the specific projects or iniaves raised at the conference. Saskia Mehlhorn, US Director, Knowledge Services, Norton Rose Fulbright US LLP, Sco D. Bailey, Global Director of Research Services, Squire Paon Boggs (US) LLP, Brian Blaho, Naonal Manager of Research Services, ReedSmith LLP Facilitated by Anna McGrane, COO, PacerPro 4:00PM Closing Remarks/Discussion Patrick V. DiDomenico, Chief Knowledge Officer, Ogletree, Deakins, Nash, Smoak & Stewart, P.C. & Joshua Fireman, Founder/President, Fireman & Company 4:15PM Close of Conference

5 REGISTRATION OPTIONS Call us at: group.com Register online at: group.com ARK Group US c/o Wilmington FRA 3420 Toringdon Way, Suite 240 Charloe, NC Registraon Form Name Job Title Organizaon Address Aendee 1 Aendee 2 Aendee 3 Zip Code Phone Fax Signature I have read the terms and condions below [ ] Conference Registraon (law firms) $1895 [ ] Registraon for vendors/soluon providers $2,495 [ ] EARLY BIRD DISCOUNT: I am registering before August 31st and would like to claim my 15% early bird discount! ($ ) ***Team Discounts: Call Daniel Smallwood at *** Please note: payment must be received in full prior to the event to guarantee your place Card number: Expiration Date: Security Code: Name on Card: Payment in the mail (checks made payable to Ark Group USA) Multiple bookings: please invoice separately Registraon Condions: Substute registrants from the same organizaon will be honored. All cancellaon and refund requests must be submied in wring via fax ( ) or e mail (confirm@frallc.com) If we receive your request to cancel 30 days or more prior to the conference start date, your registraon fees will be refunded minus a $350 administrave fee. If we receive your request to cancel between 29 days and the first day of the conference you will receive a credit for the amount of the original registraon fee, less a $350 administrave fee. Credit vouchers are valid for 12 months from the date of issue and can be used either by the person named on the voucher or a colleague from the same company. Vouchers issued can only be redeemed once and have no residual value. Venue and Accommodaons Ark Group s 2018 KM Legal conference will be held at New York Law School, located in the heart of TriBeCa in Lower Manhaan, within walking distance to both Wall Street and City Hall. For more details, including informaon on nearby hotels, please contact Daniel Smallwood at dsmallwood@ark group.com or by phone at Who Will Aend This Conference Ark Group s KM LEGAL conference is a highly interacve forum researched with and developed exclusively for directors of knowledge management, business intelligence, law firm operaons, CIOs, CMOs, CFOs, heads of library and informaon services, client, professional and pracce support thought leaders as well as those involved in coordinang or leveraging resources within these funcons including aorneys, pracce group leaders and managing partners. Sponsorship Opportunies If you are interested in learning about sponsorship opportunies for this event, please contact Kevin Klein for more details at kklein@ark group.com or by phone at PLEASE NOTE: Ark Group cannot be responsible for assisng potenal aendees in obtaining visas to the country in which this event is being held. Aendees are responsible for their own travel and visa requirements.

6 Knowledge Management in the Legal Profession Venue Informaon, October 23rd & 24th, 2018 will be held at: New York Law School 185 W Broadway (corner of West Broadway and Leonard Street) hp:// New York Law School is located in the heart of TriBeCa in Lower Manhaan, and within walking distance of both Wall Street and City Hall. The conference will take place in the NYLS Auditorium and Grand Gallery, offering the latest in meeng resources in a contemporary seng. Top notch lighng and acouscs, current smart podium technology, and the newest tools for media based programming enable seamless interacon between speakers and audience members. DIRECTIONS: BY SUBWAY 7th Avenue line 1 (local) to Franklin Street. Exit at Varick Street and West Broadway. Walk one block south on West Broadway. The School is located on West Broadway between Worth and Leonard Streets. 2, 3 (express) to Chambers Street. Exit at West Broadway and walk four blocks north on West Broadway. Lexington Avenue line 4, 5 (express) and 6 (local) to Brooklyn Bridge/City Hall. Exit at Foley Square.Walk north two blocks to Worth Street and west four blocks to West Broadway. 8th Avenue line A (express) and C (local) to Chambers Street. Exit at Church Street. Walk four blocks north on Church Street to Worth Street. Walk one block west to West Broadway. E (local) to Canal Street; change for the A or C to Chambers Street. Avenue of Americas (6th Ave.) line B, D, Q (express) and F (local) to West 4th Street/Washington Square. Change at West 4th Street for the A or C to Chambers Street. Broadway line W, R (local) to City Hall. Exit on Broadway and walk north on Broadway to Worth Street. Walk west on Worth St 2 blocks to West Broadway. Nassau Street Line J, Z (express) and M (local) to Chambers Street. Exit at Foley Square. Walk north two blocks to Worth Street and west four blocks to West Broadway. BY PATH The PATH Staon at the World Trade Center site is open. Exit at Church Street and walk north approximately 10 blocks to New York Law School to Leonard Street. Make a le on Leonard and walk one block west to West Broadway. BY BUS M1, M6 south to Broadway and Worth Street. Walk one block north to Leonard, then two blocks west to West Broadway. M20 south to West Broadway and Worth Street. BY CAR From the Harlem River Drive/FDR Drive Take Exit 2 (Brooklyn Bridge/Civic Center). Bear right toward Civic Center and proceed down ramp. Make a right at the light onto St. James Place. Go straight; at the third light (street ends), make a le onto Worth Street. Connue for approximately six blocks to West Broadway. From the Henry Hudson Parkway West Side Highway Take the Chambers Street exit. Follow Chambers Street three blocks and make a le onto Church Street. Follow Church Street five blocks to Leonard Street. Make a le onto Leonard Street. Go one block west to the corner of Leonard and West Broadway. From the Brooklyn Baery Tunnel At the exit of the tunnel, bear right onto Trinity Place. (Trinity Place becomes Church Street aer the World Trade Center site.) Move to the far le lane. Connue on Church Street to Leonard Street. (Leonard Street is five blocks past Chambers Street.) Make a le onto Leonard Street and go one block west to the corner of Leonard and West Broadway. From the Holland Tunnel Stay in the middle lane and take the Downtown exit. Make a right onto Varick Street. (Varick Street becomes West Broadway.) Connue on West Broadway two blocks to Leonard Street. From the Lincoln Tunnel Take the West Side Highway south. (Refer to direcons from West Side Highway above.) The following hotels are in close proximity to the conference (New York Law School) Roxy Hotel Tribeca 2 6th Avenue Sheraton Tribeca 370 Canal Street Reservaons Hilton Garden Inn Tribeca 39 Avenue of the Americas Reservaons Soho Grand Hotel 310 W Broadway Cosmopolitan Hotel Tribeca 95 W Broadway New York, NY The James New York 27 Grand St (212) york