AUSTIN, TX April 19 20, 2017
AGENDA Wednesday, April 19, 2017 Meriwether 8:00 a.m. 9:00 a.m. Breakfast + networking 9:00 a.m. 9:45 a.m. Opening remarks + introductions 9:45 a.m. 11:15 a.m. Law Department Leaders Panel In this panel discussion, law department leaders will share perspectives on how they are approaching the current legal ecosystem and what is influencing the way they are leading their organizations and addressing internal and external customers. Furthermore, panelists will disclose what they are seeing first-hand from truly innovative law firms around key areas, such as billing structures, evolution of service delivery, and collaboration to create unique differentiators. The discussion will conclude with examples and applications around how they are pursuing discussions with their internal stakeholders, as well as outside counsel, in a way that truly benefits all parties involved. PANELISTS Alan Bryan, Senior Associate General Counsel Legal Operations & Outside Counsel Management at Wal-Mart Stores, Inc. Juanita Luna, Director, Office of the General Counsel at Pacific Gas & Electric Eduardo Ruiz Montoya, Chief of Staff Vice President & Associate General Counsel at Hewlett Packard Enterprise Rick Palmore, Senior Counsel of Dentons (formerly the General Counsel of General Mills Inc. & Sara Lee Corp.) FACILITATOR Kevin Clem, Managing Director at HBR Consulting 3
11:15 a.m. 11:30a.m. Break 11:30 a.m. 12:45 p.m. Law Firm Leaders Panel Meriwether In this panel discussion, law firm leaders will share perspectives on how they are approaching the current legal ecosystem and what is influencing the way they are leading their organizations and addressing corporate clients. The discussion will include perspective on how law firms are embracing the current market dynamics as an impetus to drive change and foster innovation in their firms. PANELISTS Gina Kastel, Vice Chair & Chief Operating Partner of Faegre Baker Daniels Timothy Powers, Managing Partner of Haynes & Boone Gregory Smith, Chief Executive Officer & Managing Partner of Husch Blackwell FACILITATOR James Maiwurm, Chair Emeritus of Squire Patton Boggs 4
12:45 p.m. 2:00 p.m. Lunch + networking Meriwether 2:00 p.m. 3:15 p.m. Talent Management + Alternative Staffing Models Panel Meriwether It is no secret that businesses that are dependent on knowledge workers in their workforce are at a new crossroad. A combination of multiple generations, a gig economy, an influx of technology influences and a desire for flexibility are influencing effective talent management strategies today. Organizations face multiple questions about how to recruit, train and develop, compensate, retain, promote and succession plan for their top-performing talent. For organizations that do so successfully, an opportunity exists to not only differentiate from a retainment perspective, but also to discover new, innovative business ventures to pursue. In this panel discussion, leaders will discuss how their people strategy is evolving, and how factors, such as internal mind-sets, pace of change, incentives and client / customer expectations are playing a role. PANELISTS Jody Rosen Knower, Chief Training & Professional Development Officer at Sidley Austin Jane Koehl, Chief Operating Officer of Drinker Biddle & Reath Lawton Penn, Partner & Head of DWT De Novo at Davis Wright Tremaine FACILITATOR Adrian Davis, Chief Attorney Development & Knowledge Officer of Latham & Watkins 5
3:15 p.m. 4:30 p.m. Technology Panel Meriwether The pace of change is increasing exponentially and new platforms and technologies are continually entering the market. This diverse panel will include representation from law firms, law departments and technology providers to share their views on the current market landscape, practical examples of how technology is impacting service delivery, and where they see the greatest opportunities for efficiencies and disruption in the next three years. PANELISTS Dr. Zev Eigen, Global Director of Data Analytics of Littler Nik Reed, Co-Founder & Chief Operating Officer of Ravel Law Laurent Wiesel, Founder & Chief Executive Officer of Justly FACILITATOR Bob Craig, Chief Information Officer of Baker Hostetler 6
4:30 p.m. 5:00 p.m. Debrief + wrap up Meriwether 5:00 p.m. 6:00 p.m. Break 6:00 p.m. Offsite dinner + networking event EVENT LOCATION L Estelle 88 1/2 Rainey Street Austin, TX 78701 (1-minute walk from hotel) 7
Thursday, April 20, 2017 Lady Bird I 8:00 a.m. 9:00 a.m. Breakfast + networking 9:00 a.m. noon Facilitated discussion + case study Other industries continue to innovate in terms of service delivery, and design thinking is a concept that has helped to transform and invigorate some of the world s most successful businesses. There is an opportunity for design thinking principles to serve as a new lens to shape law firm and law department leaders thinking, while also creating an impetus within organizations to drive change. During this facilitated discussion, we will examine the foundational elements of design thinking in context of a legal environment. Furthermore, we will discuss the importance of incorporating the voice of the customer (VOC), client perspective to help create impetus and drive change. Finally, we will bring the concept to life by hearing firsthand from a law firm that has applied design thinking to its organization and discuss how the firm contemplated the idea, generated buy-in and support, monitored progress, and measured and communicated results. PANELISTS Adam Billing, Founder of Treehouse Innovation Deborah Knupp, Managing Director at GrowthPlay Leigh Ollman, Co-Director of AkermanX 12:00 p.m. 12:30 p.m. Closing remarks + boxed lunches 8
SPEAKERS + FACILITATORS ADAM BILLING Founder Treehouse Innovation Adam Billing is the Founder of Treehouse Innovation, a leading innovation consulting and training company based in London, UK. He is an experienced facilitator, consultant and presenter; specializing in innovation, design thinking, change and cross-boundary collaboration. Adam is a frequent lecturer on executive programs at The University of Cambridge - focusing on innovation, design thinking and change. He has worked closely with the Boards and senior leadership teams of global organizations to define innovation strategy and promote a culture of innovation. He has also led many joint innovation projects with clients in diverse sectors including financial services, FMCG, real estate, software and technology, legal services, healthcare and others. Prior to founding Treehouse Innovation, Adam was a Senior Consultant at Ernst & Young Consulting, and later Capgemini Consulting where he focused on collaborative innovation in the firm s Accelerated Solutions Environment (ASE). He has also facilitated many large-scale collaborative events including innovation sprints, unconferences, and strategy sessions for groups as large as 1200. ALAN BRYAN Senior Associate General Counsel Legal Operations & Outside Counsel Management Wal-Mart Stores, Inc. Alan Bryan is Senior Associate General Counsel for Wal-Mart Stores, Inc. leading the Office of Outside Counsel Management and Legal Operations, overseeing the company s relationship with all law firms. Mr. Bryan previously managed litigation for the company s more than 5,200 stores. Before joining Walmart, he was a partner with Arkansas s then-largest law firm. Bryan serves in the Federation of Defense and Corporate Counsel, on the board of DirectWomen, and on the NAMWOLF In- House Advisory Council. He has served on the ABA s Diversity & Inclusion 360 Commission, in the Arkansas House of Delegates, and as an officer of the Arkansas Association of Defense Counsel. He is a frequent speaker, panelist, and facilitator for his company, bar organizations, and affinity groups. Mr. Bryan graduated cum laude from the University of Arkansas School of Law, after serving as Managing Editor of the Arkansas Law Review, where he was a Phi Delta Theta International Graduate Fellow and a Pearson Fellow. He previously graduated as a Fulbright Senior Scholar and Phi Delta Theta International Fellow from the University of Arkansas. 9
SPEAKERS + FACILITATORS KEVIN CLEM Managing Director HBR Consulting Kevin serves as managing director and leader of the Law Department Consulting practice for HBR Consulting. Kevin directs large-scale transformation efforts through the alignment of people, processes and technology. With over 17 years of advisory consulting expertise counseling corporate law departments, Kevin collaborates with clients to improve operational efficiency and optimize legal operations. Prior to joining HBR Consulting, Kevin was a founding member and managing director at Huron Consulting Group and a senior consultant at Arthur Andersen. Kevin spent the first 16 years of his life attending American schools overseas; with time in The Hague, Singapore, and Aberdeen, Scotland. He now spends his vacations instilling that love of travel and global cultures galloping the globe with his wife and three young children. ROBERT CRAIG Chief Information Officer Baker Hostetler Bob Craig reports to the Chairman and oversees strategic and emerging technology plans to support the firm s business needs. He is responsible for all aspects of the firm s Information Technology and Information Resources, including Library, Legal Research Services, Litigation Services, IP Services and Practice Services. Bob s primary role is to leverage and protect the firm s knowledge capital as well as create operating efficiencies through the effective use of sophisticated information technology. Bob s entire career of more than 32 years has been in the Information Technology arena with 25 of those years in the legal industry. 10
ADRIAN DAVIS Chief Attorney Development & Knowledge Officer Latham & Watkins Adrian leads the administrative departments of Latham responsible for attorney recruiting, training and development, as well as the firm s knowledge management, library, and litigations services groups. Following graduation from the New York University School of Law in 2001, Adrian joined Latham s San Francisco office as a litigation associate. He practiced litigation for seven years, primarily in the areas of antitrust and securities litigation, and also was extensively involved in Latham s pro bono program. DR. ZEV EIGEN Global Director of Data Analytics Littler Dr. Zev J. Eigen combines his expertise in labor and employment law with his deep experience in complex data analytics and social scientific research to handle three categories of work: (1) predictive analytics using artificial intelligence or machine learning algorithms as applied to HR and related business decisions; (2) statistical analysis and econometric modeling of issues arising out of class actions and pattern and practice matters; and (3) statistical analysis of labor, employment and HR related data. He is a nationally recognized expert in these fields appearing in the media frequently and is a frequent speaker on matters pertaining to workplace data analytics. 11
SPEAKERS + FACILITATORS GINA KASTEL Vice Chair & Chief Operating Partner Faegre Baker Daniels Gina Kastel is vice chair and chief operating partner at Faegre Baker Daniels, where she oversees the firm s day-to-day operations. She has served on FaegreBD s management board and executive committee since 2015, and she previously led the firm s health care group. In her legal practice, Gina has helped a wide range of health care and nonprofit organizations navigate regulatory complexity and manage legal risk. She enjoys helping clients solve problems and takes a pragmatic, business-focused approach to client counseling and advising. JODY ROSEN KNOWER Chief Training & Professional Development Officer Sidley Austin Jody Rosen Knower leads Sidley s firmwide Lawyer Training & Professional Development team and is a certified professional coach. She has nearly 20 years experience working with lawyers and law students in education, career planning, professional development, and talent management. Jody has taught or facilitated programs on writing, negotiation, active listening, networking, feedback, career management, strategic planning, and effective self-presentation, and she frequently moderates panel discussions on career success and satisfaction for lawyers. 12
DEBORAH KNUPP Managing Director GrowthPlay Deborah Knupp has worked globally with CEOs, managing partners and professionals as a coach and business executive for 25 years. She has helped leaders in the legal, accounting and financial services fields align their people and business objectives to create cultures based on the principles of accountability, integrity and authentic relationships. Prior to joining GrowthPlay, Deborah founded Akina, a national consulting, training and coaching firm that helps professionals rethink relationship building to increase sales and organizational effectiveness. Akina spent the last decade as an industry leader in business-development training and coaching for lawyers, successfully training and coaching thousands of attorneys at over 150 law firms worldwide. JANE KOEHL Chief Operating Officer Drinker Biddle & Reath Jane C. Koehl is the Chief Operating Officer of the firm and serves as a key strategic partner to the firm s Executive Leadership. Jane is responsible for the firm s day-to-day operations, which includes oversight of the Administration, Business Development & Marketing, Finance, Human Resources, Information Technology, Partner Recruiting and Real Estate functions. Jane brings a unique client perspective to her COO role, having served as Executive VP, General Counsel and Chief Compliance Officer for MemberHealth, Inc., a Medicare Part D insurer, and later as Senior VP, General Counsel and Compliance Officer Part D for Universal American Corp., a Fortune 1000 Medicare insurer. 13
SPEAKERS + FACILITATORS JUANITA LUNA Director, Office of the General Counsel Pacific Gas & Electric Juanita Luna is the Director of Legal Operations in the Office of the General Counsel at Pacific Gas & Electric Company. Key areas of responsibility include oversight of: Strategic Planning, Metrics Development and Performance, Financial Management, Talent Management, Systems Administration and Claims Operations. Prior to joining PG&E in 2012, she was the Executive Director, U.S. & Asia at Orrick, Herrington & Sutcliffe LLP. Juanita has previously served in senior operations roles at Bain & Company and Latham & Watkins. Juanita is a graduate of Catholic University of America in Washington, D.C. and holds an Executive Management Certificate from the Peter F. Drucker Graduate Management Center at Claremont Colleges Graduate School. She has been an instructor of Law Office Management at the University of California at Irvine Extension Program. Juanita is active in community service and is the Chair of the Emeritus Board of Oasis For Girls in San Francisco. In late 2016, Juanita received the In-House Impact Award Legal Department of the Year, awarded by The Recorder, ALM Media Properties LLC. JAMES MAIWURM Chair Emeritus Squire Patton Boggs Jim is a seasoned law firm leader and business and transactional lawyer. During his tenure as chair and global CEO of the legal practice, he led combinations with a 475 lawyer UK / Western European firm, an 80 lawyer Australian firm, and a 300 lawyer US-based firm with offices in the Middle East, as well as other growth initiatives around the world, including Asia. Jim counsels senior management and boards of directors on matters such as corporate governance and disclosure issues, development of acquisition strategies and dealing with financing sources. He also serves on public and private company and non-profit boards and advisory boards. 14
EDUARDO RUIZ MONTOYA Chief of Staff, Vice President & Associate General Counsel Hewlett Packard Enterprise Eduardo Ruiz is Chief of Staff, Vice President, Associate General Counsel at Hewlett Packard Enterprise. He joined HP Spain in June 1996 and during his tenure at HP / HPE has held a number of management positions within the Office of the General Counsel, including the roles of legal director for Iberia (Spain and Portugal) from 2004 to 2010, legal director for Central and Eastern Europe (2008-2010), VP & AGC for Latin America and Canada (2010-2013) and legal VP & AGC for Southern Europe (Italy, France, Spain and Portugal) from 2013 to 2015. Eduardo lives with his wife and three kids in Palo Alto, CA. He was born and raised in Spain, and prior to relocating to Palo Alto he spent his career in Madrid and Sao Paulo, Brazil. LEIGH OLLMAN Co-Director of AkermanX Akerman LLP Leigh Ollman is the co-director of AkermanX, an innovation venture that leverages human-centered design practices to bring fresh thinking and new legal solutions to market. Akerman is recognized by the Financial Times as one of the most forward thinking and socially responsible law firms in North America. Leigh drives the firm s innovation initiatives with a special focus on R&D and social impact. She was instrumental in the launch of the Akerman R&D Council in 2014, creating the legal industry s first research and development co-venture with clients. She also works closely with Akerman s Philanthropic Council to create positive change in the areas of education and youth development by building collaborative partnerships with clients and impact-driven community organizations. 15
SPEAKERS + FACILITATORS RICK PALMORE Senior Counsel Dentons Rick Palmore is a senior counsel at Dentons. With nearly 20 years of experience serving as a general counsel and as a public company director, Rick advises public and private corporations and their leadership suites on risk management and governance issues across practices and industry sectors. From 1996 to 2008, Rick was an executive and counsel at Sara Lee Corporation, where he was general counsel from 1999 to 2008; he ultimately held the titles of executive vice president, general counsel and secretary for the consumer food giant from 2004 to 2008. Rick was executive vice president, general counsel and chief compliance and risk management officer of General Mills Inc. from 2008 to 2015. LAWTON PENN Partner & Head of DWT De Novo Davis Wright Tremaine Lawton Penn is a partner at Davis Wright Tremaine LLP, a national full-service firm. After 25 years as a practicing employment lawyer, and holding a number of leadership roles at the firm, she now leads Davis Wright Tremaine s legal solutions design team, DWT De Novo. De Novo is a cross-functional team of legal solutions architects, technologists, and data visualization specialists. DWT De Novo is focused on improving the delivery of legal services by combining excellent legal knowledge with technology, new staffing models, process improvement and data analysis in order to deliver a more comprehensive business solution. DWT De Novo has recently designed and launched a new client-focused alternative staffing program for DWT clients and practice groups. Lawton received her undergraduate degree in economics from Stanford University and her JD from UCLA School of Law. Her favorite job is being a mom to four active daughters, she recently completed the New York City Marathon, and is a Seattle native who loves being outdoors, usually in the rain. 16
TIMOTHY POWERS Managing Partner Haynes & Boone Tim Powers is Haynes and Boone s managing partner. In his role as chief executive, Tim chairs the firm s executive committee and board of directors, and is responsible for developing and implementing the firm s strategy for achieving its goals and growth plans. He has been a longtime Haynes and Boone leader, holding numerous firm-wide roles, including department chair, practice management chair, marketing partner, lateral hiring partner and member of the compensation and appointments committees. He also has led the development of the firm s international practice, as well as its global geographic growth. NICHOLAS QUIL President HBR Consulting Nick serves as president of HBR Consulting and leads operations, practice group strategy and growth initiatives across the firm. Recognized as a thought leader, Nick has over 15 years of experience collaborating with clients on strategic sourcing, procurement and process improvement engagements. Nick regularly conducts industry briefings for law firm leaders to share insights on how developing trends from within corporate law departments are influencing future law firm operations and strategies. Prior to co-founding HBR, Nick was instrumental in the development of Huron Consulting Group s legal consulting practice. Nick serves as a member of the Accountancy Advisory Group (AAG) for Miami University. Outside of work, Nick enjoys spending time with his wife and trying to keep up with his four children and their numerous extracurricular activities. 17
SPEAKERS + FACILITATORS NICHOLAS REED Co-Founder & Chief Operating Officer Ravel Law Nik Reed is co-founder and COO of Ravel Law. In that role, he currently leads operations, legal and finance, and works closely with the engineering team on product design and structuring legal language. Nik began working on Ravel when it was a research project between the law and computer science departments at Stanford. Through this research, he became passionate about the potential for the application of network analysis, data visualization and machine learning to case law, which eventually led to launching Ravel in 2012. Prior to Ravel, Nik worked as a strategy consultant with a focus on technology and the internet. He started his career at Merrill Lynch working for Henry Blodget covering the internet sector. Nik has a BA and a JD from Stanford and a Master s in Management from Hautes Etudes Commerciales Paris. GREGORY SMITH Chief Executive Officer & Managing Partner Husch Blackwell Greg is Chief Executive Officer and Managing Partner of Husch Blackwell and responsible for the daily operation of the firm. He also is a member of the firm s Executive and Partner Boards. A recognized and trusted dealmaker in the real estate industry, Greg has played a critical part in some of the biggest property transactions in the Midwest. A member of the Real Estate, Development & Construction team, Greg counsels public and private clients in all facets of real estate transactions, with particular emphasis on public / private partnerships. He has been active in identifying and structuring public incentives for corporate relocations, commercial real estate developments and public infrastructure projects. He has represented both private and public parties in some of the most significant tax increment financing (TIF) projects in the St. Louis region. He is consistently recognized as one of the top lawyers in his field by numerous publications. 18
ADVISORY BOARD ROBERT CRAIG Chief Information Officer Baker Hostetler Bob Craig reports to the Chairman and oversees strategic and emerging technology plans to support the firm s business needs. He is responsible for all aspects of the firm s Information Technology and Information Resources, including Library, Legal Research Services, Litigation Services, IP Services and Practice Services. Bob s primary role is to leverage and protect the firm s knowledge capital as well as create operating efficiencies through the effective use of sophisticated information technology. Bob s entire career of more than 32 years has been in the Information Technology arena with 25 of those years in the legal industry. ADRIAN DAVIS Chief Attorney Development & Knowledge Officer Latham & Watkins Adrian leads the administrative departments of Latham responsible for attorney recruiting, training and development, as well as the firm s knowledge management, library, and litigations services groups. Following graduation from the New York University School of Law in 2001, Adrian joined Latham s San Francisco office as a litigation associate. He practiced litigation for seven years, primarily in the areas of antitrust and securities litigation, and also was extensively involved in Latham s pro bono program. 19
ADVISORY BOARD MELANIE GREEN Chief Client Development Officer Faegre Baker Daniels LLP Melanie loves working with lawyers. As chief client development officer, she partners with firm management to guide the direction of Faegre Baker Daniels business development and marketing programs and initiatives. Her team is responsible for media relations, corporate identity and advertising, business development, website, e-marketing, client entertainment and appreciation, contributions and sponsorships, alumni programs and market research. Melanie s goal is to help the firm move from transactional to relational thinking and strategically invest in business development and marketing activities. Melanie is an industry leader on client feedback programs, conducting frequent on-site client visits with FaegreBD s managing partner to assess the firm s relationships and understand how to better support and respond to clients business objectives. Melanie is also an innovator on social media implementation and execution for law firms, and was an early-adopter of these communication channels to enhance the firm s brand and reach new audiences. JANE KOEHL Chief Operating Officer Drinker Biddle & Reath Jane C. Koehl is the Chief Operating Officer of the firm and serves as a key strategic partner to the firm s Executive Leadership. Jane is responsible for the firm s day-to-day operations, which includes oversight of the Administration, Business Development & Marketing, Finance, Human Resources, Information Technology, Partner Recruiting and Real Estate functions. Jane brings a unique client perspective to her COO role, having served as Executive VP, General Counsel and Chief Compliance Officer for MemberHealth, Inc., a Medicare Part D insurer, and later as Senior VP, General Counsel and Compliance Officer Part D for Universal American Corp., a Fortune 1000 Medicare insurer. 20
JUANITA LUNA Director, Office of the General Counsel Pacific Gas & Electric Juanita Luna is the Director of Legal Operations in the Office of the General Counsel at Pacific Gas & Electric Company. Key areas of responsibility include oversight of: Strategic Planning, Metrics Development and Performance, Financial Management, Talent Management, Systems Administration and Claims Operations. Prior to joining PG&E in 2012, she was the Executive Director, U.S. & Asia at Orrick, Herrington & Sutcliffe LLP. Juanita has previously served in senior operations roles at Bain & Company and Latham & Watkins. Juanita is a graduate of Catholic University of America in Washington, D.C. and holds an Executive Management Certificate from the Peter F. Drucker Graduate Management Center at Claremont Colleges Graduate School. She has been an instructor of Law Office Management at the University of California at Irvine Extension Program. Juanita is active in community service and is the Chair of the Emeritus Board of Oasis For Girls in San Francisco. In late 2016, Juanita received the In-House Impact Award Legal Department of the Year, awarded by The Recorder, ALM Media Properties LLC. JAMES MAIWURM Chair Emeritus Squire Patton Boggs Jim is a seasoned law firm leader and business and transactional lawyer. During his tenure as chair and global CEO of the legal practice, he led combinations with a 475 lawyer UK / Western European firm, an 80 lawyer Australian firm, and a 300 lawyer US-based firm with offices in the Middle East, as well as other growth initiatives around the world, including Asia. Jim counsels senior management and boards of directors on matters such as corporate governance and disclosure issues, development of acquisition strategies and dealing with financing sources. He also serves on public and private company and non-profit boards and advisory boards. 21
ADVISORY BOARD JEFF SCHWARZ Principal Concata Jeff Schwarz is the principal of Concata, which helps firms improve profitability and in-house counsel derive greater value by improving the delivery of legal services. Combining his intimate knowledge of the complexities in delivering legal services, data analytics and financial acumen, Jeff is uniquely qualified to understand and help his clients nimbly respond to the ever-changing legal industry. Focused on enhancing client value and improving profitability, Jeff designs and delivers solutions for the business needs of the firm and its clients. During Jeff s diverse 25 years in the legal industry, he has served as partner in an Am Law 20 law firm, Chief Information Officer of a global firm, Chief Operations Officer of the fastest growing Am Law 100 firm over 5 years, Financial Systems Consultant and Principal of a startup company. Throughout his career, he has been a forward-thinking developer of innovative solutions. MADHAV SRINIVASAN Chief Financial Officer Hunton & Williams Madhav Srinivasan is the Chief Financial Officer at Hunton & Williams, and leads the global finance and pricing organizations. He has extensive experience in legal financial management combined with a deep background in corporate finance, financial consulting, capital markets and international business. He has published articles in leading journals and been a speaker at major conferences. Madhav is an adjunct professor at Columbia Law School in New York. 22
HBR Consulting (www.hbrconsulting.com) delivers advisory, managed services and software solutions that increase productivity and profitability, while mitigating risk for law firms, law departments and corporations. Thought leaders with decades of experience, we deliver value to our clients. HBR has long-term relationships working with 90 percent of Am Law 200 law firms and 35 percent of Fortune 500 corporate law departments.