Last Year's Agenda

June 24, 2021

10:00AM – 10:15AM EST

Chairperson Welcome Remarks

Tom Jones, CEO & Founder
Iridium Technology LLC

10:15AM – 11:00AM EST

Keynote Panel: Build Your Data Innovation Strategy to Capture More Business

• Understand the proactive strategic role of firms and how to build an innovation strategy to capture more business
• Discuss the impact of COVID-19 on the acceleration of BI initiatives and identify new growth opportunities
• Explore advanced analytics, the shift towards prescriptive analytics and budget friendly ways to implement change

Moderator:
Lucy Endel Bassli, Founder and Principal
InnoLaw Group

Panelists:
Evan Shenkman, Chief Knowledge and Innovation Officer
Fisher & Phillips LLP

Peter Geovanes, Head of Data Strategy, AI and Analytics
Winston & Strawn

Charlotte K. Main, Shareholder
Littler Mendelson, P.C.

11:00AM – 11:15AM EST
Break

11:15AM – 12:00PM EST

Master Data Management & Validation

• Learn the benefits of combining internal and external data to provide value and hear best practices from law firms for database integration
• Discuss the importance of trustworthy data sources and tips to ensure accuracy and avoid re-validation in your data collection process
• Build a strong governance program to sustain success and have a lasting impact

Meredith Williams-Range, Chief Knowledge & Client Value Officer
Shearman & Sterling LLP

Hunter Goolsby, JD, MBA, Director of Client & Market Intelligence
Troutman Pepper

12:00PM– 12:15PM EST
Break

12:15PM – 1:00PM EST

Panel Discussion: Interpret Data to Increase Efficiency & Drive ROI

• Discuss the importance of data literacy and learn best strategies to interpret and share data with a storytelling approach
• Hear case studies on how to utilize data visualization to effectively analyze firm information and provide valuable insights
• Learn best practices and lessons learned for effective internal dashboard education

Moderator:
Catherine Alman MacDonagh, JD, CEO and Founder
Legal Lean Sigma Institute LLC

Panelists:
Vishal Agnihotri, Chief Knowledge Officer
Hinshaw & Culbertson LLP

Rebecca Holdredge, Innovation Manager
Husch Blackwell

Kristen Watson, Director of Finance Analytics and Data Management
Perkins Coie LLP

1:00PM-2:00PM EST

Lunch & Virtual Networking

Turn on your camera and join us in the Virtual Lobby for that face-to-face networking experience we’ve all been missing. Connecting with your peers and vendors has never been easier - click on an open seat, say hello to familiar faces, and take part in discussions on industry hot topics.  We’ll see you in the lobby!

2:00PM – 2:45PM EST

Panel Discussion: Drive Profitability with Data Driven Decisions

• Hear how law firms have effectively utilized data for strategic planning, business development and client care
• Learn how to make data actionable gain insight to make better legal predictions
• Leverage the right metrics to measure for success and learn new areas of measurement outside of the profit metric

Moderator:
Tom Jones, CEO & Founder
Iridium Technology LLC

Panelists:
Kyle Day, CFO
Snell & Wilmer

Julie Vaccaro, Profitability & Pricing Director
Bricker & Eckler LLP

Nik Gupta, Director, Business Analysis
McCarthy Tetrault

2:45PM – 3:00PM EST
Break

3:00PM – 3:45PM EST

Navigate Client Relationships to Deliver Value & ROI

• Identify client needs to exceed expectations and hear case studies how law firms deliver what clients value most
• Hear from law firms success strategies to improve client connections and retention
• Learn strategies to measure efficiency and ROI on client relationships

Moderator:
Sumathi Pundit, Founder & CEO
Kaitongo

Panelists:
Michelle Murray, Senior Consultant
PP&C Consulting

Rob Morris, Chief Operating Officer
Borden Ladner Gervais LLP

3:45PM – 4:00PM EST
Break

4:00PM – 4:45PM EST

Data Tools to Grow Your Practice & Create Value for Clients

  • Use your current BI tools more effectively and learn which tools will drive profitability and help you go further faster
  • Identify AI tools and products for data efficiency and automation to create value and stay ahead of the competition
  • Learn how to use data and digitization to ensure your firm is “future-ready” and differentiate yourself from the competition

Moderator:

Alexander Niers, Head of Marketing and Automation Specialist
Clocktimizer

Panelists:

Shawn Hainsworth, Senior Architect/Developer & Programmer
Cooley LLP

Andrew Baker, Director, Data Analytics
Simpson Thacher & Bartlett LLP

Lisa Mayo, Director of Data Analytics
Ballard Spahr LLP

4:45PM – 5:00PM EST

Chairperson Closing Remarks

Tom Jones, CEO & Founder
Iridium Technology LLC

5:00PM –5:30PM EST

Virtual Networking Lobby

Turn on your camera and join us in the Virtual Lobby for that face-to-face networking experience we’ve all been missing. Connecting with your peers and vendors has never been easier - click on an open seat, say hello to familiar faces, and take part in discussions on industry hot topics.  We’ll see you in the lobby!

June 25, 2021

10:00AM – 10:15AM EST

Chairperson Opening Remarks & Day One Takeaways

Tom Jones, CEO & Founder
Iridium Technology LLC

10:15AM – 11:00AM EST

Deep Dive into Pricing & Profitability

• Hear from law firms who use pricing in strategic ways to improve profitability
• Learn how to use price signaling as a guide to adjust your delivery workflow and deliver value
• Understand the motivations and mindset of clients to improve client satisfaction

Tim Corcoran, CEO
Corcoran Consulting Group

11:00AM – 11:15AM EST
Break

11:15AM – 12:15PM EST

A Data Dive Into the Profitability of Diver$ity

• Explore the stunning data about unconscious bias
• Learn strategies to successfully apply this data in your hiring, reviews, promotions, and compensation to attract, retain, and advance your top talent
• Mine the eye popping data about the profitability of diversity, and learn more strategies to boost it

Sheryl L. Axelrod, Esq., President & CEO
The Axelrod Firm, P.C.

12:15PM –1:00PM EST

Lunch & Virtual Networking

Turn on your camera and join us in the Virtual Lobby for that face-to-face networking experience we’ve all been missing. Connecting with your peers and vendors has never been easier - click on an open seat, say hello to familiar faces, and take part in discussions on industry hot topics.  We’ll see you in the lobby!

1:00PM – 1:45PM EST

Panel Discussion: Winning Data Visualization Strategies

• Hear what works, and what doesn’t work, when visually presenting data to your attorneys and firm clients
Learn data visualization tips and tricks to ensure your message hits the mark
See a survey of the tools of the trade (PowerBI, Tableau, Dundas, and Excel)

Moderator:
Paul V. Saunders, Chief Innovation Officer and Partner
Stewart McKelvey

Panelists:
Chris Pelkey, Data Scientist
Perkins Coie LLP

Hunter Goolsby, JD, MBA, Director of Client & Market Intelligence
Troutman Pepper

1:45PM – 2:00PM EST
Break

2:00PM – 2:45PM EST

Panel Discussion: Communicate the Value of Analytics for Internal Investment & Collaboration

• Examine proven strategies to educate up and get buy-in from management to invest in data management processes and systems
• Learn tips from law firms on proven strategies for internal collaboration and data sharing to successfully complete projects
• Leverage planning analytics as a collaborative internal tool for strategic planning

Moderator:

Jeffrey Pierantozzi, Director of Data & Analytics
InOutsource

Panelists:

Tim Corcoran, CEO
Corcoran Consulting Group

Michelle Woodyear, Director of Digital Marketing
Covington & Burling LLP

Jared Korte, Enterprise Information Director
Kirkland & Ellis LLP

2:45PM – 3:00PM EST
Closing Remarks

Tom Jones, CEO & Founder
Iridium Technology LLC