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2019 Vegas Institute

CLOC 2019 Vegas Institute

14-16 May 2019 | Bellagio Hotel & Casino, Las Vegas NV


The 2019 CLOC Institute brought over 70 educational sessions and close to 2000+ legal operation professionals, law firms, GC’s and legal service providers together for a note-worthy event. As the largest gathering of legal operations professionals in the world, the CLOC Institute provided the tools and education that attendees need to learn, share and connect with the entire legal ecosystem.

Over the course of the three-day event, attendees participated in over 70 sessions comprised of curated content presented by industry leaders. The sessions covered topics from strategic planning for the foundational ops functions, cyber security, advanced Legal Ops technologies, diversity and inclusion and so much more. CLOC’s 12 Core Competencies were incorporated into each session and provided instructional information on how global in-house leaders can implement change in a structured approach to improve their company’s journey from foundational to advanced.

Outside of the sessions, the exhibit hall floor housed 140 industry leading technology service and solution providers for Legal Ops. This showcase of cutting edge technology provided valuable information and demos targeted to helping the legal op professional optimize legal services delivery to companies.

Thank you to all who support CLOC’s vision of helping shape the future of Legal Operations through connecting, collaboration and education. We look forward to seeing everyone at the CLOC 2020 Vegas Institute May 12-14 at the Bellagio Hotel and Casino in Las Vegas, Nevada.

Legal ops professionals are valuable, high-impact players in many top corporate legal functions today and with educational sessions provided by industry leaders, the CLOC Vegas Institute offered those valued players an unrivaled opportunity to learn, share, and connect.

CLOC 2019 Vegas Institute Agenda


2019 Sessions PDF2019 Demo Sessions PDF



Tuesday, May 14, 2019

7:30 AM - 8:45 AM

Networking Breakfast (Exhibit Hall)

8:45 AM - 9:00 AM

Break

8:55 AM - 10:15 AM

Tower Ballroom

  • Welcoming and Opening Remarks
  • General Counsel Panel: Implementing Legal Operations in a Modern Legal Department
10:15 AM - 10:30 AM

Break

10:30 AM - 11:20 AM

Sessions

  • Automating Legal Processes Using Office 365 Tools (General)
  • Don't Gamble With Your IP: Ante Up For Patents and Trademarks (Part 1)(General)
  • End-to-End Transformation of a Legal Department… From the Platform to the Operating Model (General)
  • Leveraging Contract Data for Data Driven Decision-Making (Advanced)
  • Building and Optimizing a Legal Operations Program (Foundational)
  • Reducing Interpersonal Conflict: What’s Your Conflict Style? (General)
  • What Gets Measured – Legal Ops & Law Firms Understanding and Aligning Each Other's Metrics (General)
11:20 AM - 11:35 AM

Break

11:35 AM - 12:25 PM

Sessions

  • Legal Ops 2.0: How Co-Innovation is Driving the Industry’s Future (Advanced)
  • Don't Gamble With Your IP: Know When to Hold'em in IP Litigation (Part 2) (General)
  • How to Scale Transactional Work To Drive Deal Velocity and Business Growth (Advanced)
  • Data-Driven Decisions in Practice (General)
  • Measuring Success & Promoting Legal Ops Brand with Net Promoter Score (General)
  • Development Programs for In- House Support Professionals (General)
  • The Future of Outside Counsel Relationship Management (Advanced)
12:25 PM - 1:30 PM

Lunch (Exhibit Hall)

1:30 PM - 2:20 PM

Sessions

  • Optimized Contract Automation - Delivering the "Aon United" Vision (Advanced)
  • Journey of CLM Adoption in Legal Operations (Advanced)
  • Design Sprint: Innovation---Fast! (General)
  • Kickstarting a KM Program Through Innovation (General)
  • Innovation Inspiration: Strategies for a Successful Innovation Sprint (General)
  • Building and Leveraging Your Network Authentically (Dropping the “ing” from “Network!”) (General)
  • Getting Past the Gatekeepers: Overcoming Structural Impediments to Adoption of Technology Solutions (General)
2:20 PM - 2:35 PM

Break

2:35 PM - 3:05 PM

Demos

  • SimpleLegal Demo: The Legal Ops Platform Making Legal the Best-Run Department in the Company
  • Ironclad Demo: A Digital Contracting Platform for Legal Teams
  • Exari Demo: Preview the Most Complete Enterprise Contract Management Platform
  • ABBYY Demo: Transforming Your Contracts Analytics into Actionable Intelligence
  • AdvoLogix Demo: #MatterIntakeMadeEasy
  • Exigent Group Demo: 5 things you can do to mitigate risk, minimize revenue leakage and drive decisions through practical adoption of technology and analytics strategy
3:05 PM - 3:35 PM

Break

3:35 PM - 4:05 PM

Demos

  • PERSUIT Demo: The Future of Outside Counsel Engagements
  • iManage Demo: How Modern Document Management Enables Legal Department Transformation
  • Xakia Demo: Legal Data Analytics, Matter Management & Your Legal Department Hub
  • Epiq Demo: Discovery
  • Diligent Demo: Ensuring the Accuracy and Accessibility of Entity-Related Information and Org Charts to Improve Corporate Governance and Better Ensure Compliance Practices at Your Organization
  • Morae Global Demo: Transforming the Delivery of Contracts Through a Transaction Service Center
4:05 PM - 4:20 PM

Break

4:20 PM - 5:10 PM

Sessions

  • Re-designing Legal Processes in the Age of Machine Learning (Foundational)
  • Smarter Agreements: The Value of Legal Data from the Front Lines (General)
  • Secrets of the Firewalkers: Face Your Department's Inefficiencies Without Getting Burned (General)
  • The Evolution of the AFA: From Alternative to Appropriate Fee Arrangements (General)
  • Creating the New Legal Operating System (Advanced) (Advanced)
  • The Age of Agreements: The Radically Simple Way to Elevate Legal (General)
5:10 PM - 6:30 PM

Reception (Exhibit Hall)

Wednesday, May 15, 2019

7:30 AM - 8:45 AM

Networking Breakfast (Exhibit Hall)

8:45 AM - 9:00 AM

Break

9:00 AM - 10:00 AM

Tower Ballroom

  • Presentation of Scholarship Recipients
  • Keynote: Lisa Ling, Award-winning Journalist, Host of "This is Life with Lisa Ling" (Tower Ballroom)
10:00 AM - 10:30 AM

Break

10:30 AM - 11:20 AM

Sessions

  • User Experience Design for Lawyers: Key Elements of Apps, Briefs and Captivating Contracts (General)
  • Turning Contracts from Static Documents to Strategic Assets (Foundational)
  • Solving for “Who”: Getting Legal Resourcing Right (Foundational)
  • Portfolio Pricing Masterclass: A Discussion of Real World Multi- Matter Fee Arrangements (Advanced)
  • Change at Hyper Speed, The WeWork Legal Ops Transformation Story (Advanced)
  • Building Resilient Teams (General)
  • Using AI to Super-Charge Invoice Review (General)
11:20 AM - 11:35 AM

Break

11:35 AM - 12:25 PM

Sessions

  • Taming the M&A Beast: How HPE Deployed Best in Class Tools to Manage Complex Transactions (Advanced)
  • Sittin’ At The Table: A Discussion on CLOC IP Core Competency Matrix (General)
  • Assessing and Demonstrating the Value of the Legal Department (General)
  • Getting Past Stuck: What's Really Going to Change the Legal Industry (General)
  • Actionable Guidance for Driving Impactful Legal Department Transformation (Advanced)
  • Influencing Up, Down, and All Around: 6 Powerful Patterns of Persuasion (General)
  • E-Billing Implementation to Support Dashboards, Metrics and Executive Reporting (Foundational)
12:25 PM - 1:30 PM

Lunch (Exhibit Hall)

1:30 PM - 2:20 PM

Sessions

  • The Journey to Modernize Contracts: From Gaining Control to Using AI (General)
  • A Platform Power Play: Why Workflow is Critical (Advanced)
  • Critical Components of the CLOC LPM Framework: What You Need to Know (General)
  • Using AI to Digitize Lawsuits to Perform Actionable Data Analytics (Advanced)
  • Don’t Gamble Your Future…Advance Your Operations Maturity (General)
  • Breaking Down D&I: A Practical Guide to Developing a Mature Diversity & Inclusion Program (Advanced)
  • Too Big, Too Small, or Just Right…? The RFP Process (General)
2:20 PM - 2:35 PM

Break

2:35 PM - 3:05 PM

Demos

  • Brightflag Demo: Intelligent E-Billing and Matter Management: New innovations in invoice review, matter management, and analytics
  • Concord Demo: Agree More & Learn More - Hands-on Test Drive
  • PwC Demo: Defining and planning a holistic Technology and Data Strategy + Roadmap
  • Neota Logic Demo: Transforming your legal department through no-code AI Automation
  • Luminance Demo: Using machine learning to empower your lawyers and protect your business
  • Ultria: Artificial Intelligence Powered CLM Demo
3:05 PM - 3:35 PM

Break

3:35 PM - 4:05 PM

Demos

  • Pactsafe Demo: Empowering your business with high-velocity acceptance
  • CPA Global Demo: Moving toward Best Practice in your IP Department via an IP Diagnostic
  • Relativity Demo: RelativityOne Overview
  • Midaxo Demo: Establishing World-Class Legal Processes with Midaxo's Software Platform
  • Wolters Kluwer Demo: Leveraging Legisway To Optimize Reporting & Project Management
  • Morae Global Demo: Audio.IQ – The world-leading Conversational Behavioral Analytics platform
4:05 PM - 4:20 PM

Break

4:20 PM - 5:10 PM

Sessions

  • Contract Management Without Robots! (Foundational)
  • A Tale of Two eDiscovery Operating Models: How They Were Developed & What the Future Holds (General)
  • Playing with a Full Deck: Best Practices to Build & Maintain Outsourced Services Teams (General)
  • Money Talks: Global Legal Matter Budgets (General)
  • Transforming Legal Operations to be a Business Enabler (General)
  • So you want to be a do-gooder? Legal Ops for Public Sector and Non-Profit Organizations (General)
  • Achieving Better Matter Outcomes Using LPM: Stakeholder Analysis & Risk Assessments (General)
5:10 PM - 6:30 PM

Cocktail Reception (Exhibit Hall)

Thursday, May 16, 2019

7:30 AM - 8:45 AM

Networking Breakfast (Exhibit Hall)

8:45 AM - 9:0 AM

Break

9:00 AM - 9:50 AM

Sessions

  • Machine Learning in Legal Operations: Lessons Learned From the Technology-Assisted Review Journey (Advanced)
  • Getting Your Suit to Fit You: How Your Firms Can Equip You to Score Ops Wins (General)
  • Building an AI Practice for Email Data (General)
  • What the Heck Were You Thinking - Part 1 Pre-registration Required (General)
  • Leveraging LPM for Effective Pricing & Management of Your Matters by Outside Counsel (Advanced)
9:50 AM - 10:05 AM

Break

10:05 AM - 10:55 AM

Sessions

  • There’s Gold in CLM: Your Roadmap to Riches (Advanced)
  • Empowering Your Team to Become an Integral Business Partner: Starting from Scratch (Foundational)
  • Legal Operations Maturity Model: The Right Way to Level Up (General)
  • What the Heck Were You Thinking - Part 2 Pre-registration Required (General)
  • Legal Analytics For Outside Counsel Selection, Spend Management, and Case Success (Advanced)
10:55 AM - 11:15 AM

Break

11:15 AM - 12:15 PM

Tower Ballroom

  • Closing / Fireside Chat
12:10 PM

END

CLOC 2019 Vegas Institute Speakers

Below is a list of the impressive speakers that spoke at the 2019 US Institute Las Vegas.

Name Title Company/Organization
Amy Andersen Contract Administrator Transdev
Patrick Archbold VP Leadership and Partners Practice 1970
Jason Barnwell Assistant General Counsel, Legal Business, Operations & Strategy Microsoft
Lucy Bassli VP & DGC Legal Ops, Contracting and G&A Snowflake
Ralph Baxter Principal Ralph Baxter, Inc.
Rebecca Benavides Director of Legal Business Microsoft
Greg Bennett Manager, Legal Operations Gilead Sciences
Nigel Bond General Counsel - Wealth, Aust. Banking & Tech. Westpac Banking Corporation
Andrew Brereton Vice President, General Counsel’s Organization American Express
David Brightman IP Attorney Self
Matthew Burdman Global Legal Finance Manager Colgate-Palmolive
Melanie Carmosino Director of IPG Operations Microsoft
Chris Chaudoir Senior Counsel Chevron
Christine Coats VP, Legal Operations Oracle
Vincent Cordo Central Legal Operations Officer Shell International B.V.
Mick Cox Executive Director University of California, Office of the President
Dominic Crosby Sr. Technical Program Manager Microsoft, Inc.
Dorian Daley Executive Vice President and General Counsel Oracle Corporation
Sophia Davis Director, Legal Operations Programs & Analytics Oracle
Paula Davis-Laack Founder/CEO The Stress & Resilience Institute
Melissa DeHonney Corporate Counsel, information Governance Novo Nordisk
Lane Dilg City Attorney Santa Monica City Attorney's Office
Ron Dolin Lecturer Harvard Law
Annya Dushine IP Solutions Consultant CPA Global
Daniel Ehrlich Corporate Counsel Bemis Company, Inc.
Christina Elsner Director of Client Value Sterne, Kessler, Goldstein & Fox P.L.L.C.
Justin Ergler Director, Alternative Fee Intelligence and Analytics GlaxoSmithKline
Douglas Ferguson President Voltage Control
Colin Flannery General Counsel Vertiv
Patti Frain Legal Operations Manager W.W. Grainger
Lindsay Fry IT Manager Travelers
Scott Fuller Senior Director of Legal Operations Applied Materials
Mary Futch Director, WW Legal Operations VMware
Maura Grossman Research Professor and Director of Women in Computer Science University of Waterloo
Julie Gruber EVP, Global General Counsel, Corporate Secretary & Chief Compliance Officer Gap, Inc.
Alexandra Guajardo Pricing & Analytics Officer Shell Oil Company
Ameen Haddad Assistant General Counsel Oracle
Steven Harmon Vice President and Deputy General Counsel Cisco
Brent Harris Head of Global Patent Operations Roche
Vivek Hatti Director of Legal Operations Avis Budget Group
Mike Haven Senior Director, Associate General Counsel, Head of Legal Operations Gap
Suzanne Hawkins Global Director, Client Value Reed Smith LLP
Brandon Hollinder Director, eDiscovery Managed Services Epiq
Brian Hupp CLOC Board Member CLOC
Adam Jaffe Director Duff & Phelps
Marc Jenkins Director of Legal Operatons Asurion
Parthasarathy Karmegam Vice President CPA Global
Elaine Karp Director, Legal Operations Baxter International Inc.
Jennifer Karr Operations Program Manager Microsoft Corporation
Rick Kathuria Director, PM & Legal Logistics Gowling WLG
Kalle Kilpi VP Products Midaxo, Inc.
Lindsey Klemyk Director, Strategy, Technology & Operational Effectiveness Aetna
Lisa Konie Sr Director, Legal Operations Adobe Systems Incorporation
Brian Kudowitz Wolters Kluwer Legal & Regulatory, U.S.
Sergio Letelier Vice President and Deputy General Counsel Hewlett Packard Enterprise
Aileen Leventon Principal Aileen Leventon
Jason Levin Career, Business Development and Outplacement Coach Ready, Set, Launch, LLC
Aine Lyons Vice President & Deputy General Counsel VMware, Inc.
KIRAN MALLAVARAPU SVP, Legal Strategic Services LIBERTY MUTUAL INSURANCE GROUP
Hal Marcus Director, Global Legal Evangelist DocuSign
Jeff Marple Director Liberty Mutual
Roxana Martinez Director, Legal Systems WeWork
Martha Mazzone
Gregg McConnell Leader Legal Operations Corteva
Angela Mendenhall Senior Corporate Paralegal Impossible Foods
Leonardo Murgel VP Legal Operations Salesforce
Mary O'Carroll Director, Legal Operations Google LLC
Christopher Ochs Director of Outside Counsel Management Citi
James O'Neil Senior Legal Operations Manager Dolby Laboratories
Tony O'Reilly Tax Director KPMG
Sandy Owen Director of Business Services, International Legal and Operations Intel Corporation
Henal Patel CEO DocJuris, Inc.
molly perry Chief Operating Officer, Legal and Administrative Affairs Hewlett Packard Enterprise
Andrew Pery Consultant, Product Marketing ABBYY
Frances Pomposo Director Legal Operations Workday
Suraj Prashad Assistant Vice President - Strategic Insurance Services MetLife
Anthony Radin General Counsel, Supply Chain & Procurement, North America Unilever
Susan Raridon Lambreth Principal LawVision/LPM Institute
Larry Richard Founder and Principle LawyerBrain LLC
Brad Rogers MD, Chief Operating Officer & Chief of Staff of Law TIAA
Scott Rosenberg Managing Director & Corporate Counsel LegalShift
Audrey Rubin V.P. & Chief Operating Officer, Global Law Aon
David Rueff Chief Client Solutions Officer Baker Donelson
Ari Salonen CEO Midaxo
Stephanie Sanders Global Patent Operations Chief Kilpatrick Townsend & Stockton LLP
Kris Satkunas Strategic Consulting Director LexisNexis
Maurus Schreyvogel Chief Legal Innovation Officer Novartis International AG
Elizabeth Shilliam Chief of Staff and Legal Operations Vanderbilt University
Jamal Stockton Vice President Fidelity Investments
Beau Sylvester Sr. Manager, Legal Operations Asurion
Brett Tarr Chief Counsel, E-Discovery & Information Governance Caesars Entertainment
Dina Traugot Group General Counsel, Corporate Legal and Corporate Legal Operations Travelers
An Trotter Sr. Director of Operations HEARST
Kamala Vasagam Senior Vice President | Chief Counsel, Global Legal Operations & Innovation, NBC Universal NBC Universal
Tagen Vaughn Director - Contracts and Legal Operations Sargento Foods Inc.
Josephine Vong Legal Operations Manager Branch Metrics, Inc.
Jim Wagner Chief Strategy Officer Seal Software
Stacy Walsh 2VP, Corporate Legal Operations Travelers
Jeff Ward Director, Duke Center on Law & Tech Duke School of Law
Scott Westfahl Professor of Practice Director, Executive Education Harvard Law School Executive Education
David White Director of Law Firm Management and Information Security Accenture
Sam Wiley Solutions Architect CPA Global
Gerry Windemiller Manager, Global Contracts & HR Data Compliance GBTA
Ashley Woodill VP, Legal Operations TD Bank
Winston Yeung Sr Manager, Legal Operations T-Mobile
Rebecca Yoder Global Partner Solutions Director SpringCM a Docusign company

CLOC 2019 Vegas Institute Sponsors



CLOC 2019 Vegas Institute Media

If you are looking for presentations or videos from the sessions at the institute, please contact info@cloc.org. Please note, only attendees will have access to the presentations and videos.

General Counsel Welcome to 2019 CLOC Vegas Institute

CLOC Institute 2019 - Opening Session with Mary O'Carroll

CLOC 2019 Vegas Institute CLE

CLE Eligible Sessions PDFIf you have any questions regarding your CLE for the institute, please contact info@cloc.org.