CLOC 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.
- Tuesday, May 14, 2019
- Wednesday, May 15, 2019
- Thursday, May 16, 2019
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.