LEGAL INNOVATION
FORUM NYC

NOVEMBER 1, 2023
12-5.30 PM

This event is under consideration for CLE credits from NYS CLE Board

The Legal Innovation Forum will host its first forum in New York, the afternoon of November 1st, 2023 at the Arch Meetings + Events, 1166 Avenue of the Americas, 12th Floor New York, NY 10036.

This year’s forum is centered on its unifying theme: Leading to drive change and deliver value in an evolving legal ecosystem.

The sector faces numerous headwinds: an uncertain economic climate, emerging risks (digital and analog), pressure to do more with less and ongoing generational shifts.

To address these challenges - and create opportunities from them - the sector is embracing innovative approaches unpinned by leadership and collaboration amongst sectoral practitioners (law firms, legal departments and third party partners).

The purpose of this year’s forum is to shine a light on the dynamics at play in the legal ecosystem when it comes to the intersection of business and law. And provide examples of how leadership and collaboration within the ecosystem is helping to deliver value and sustain and drive change. 

OVERVIEW

  • Review key sectoral drivers and trends at play for organizations in the region and what it means for the legal ecosystem that supports them.

  • Provide a platform for practitioners to take stock of the emerging innovation story and what it looks like on the ground.

  • Look at best practices in law firms, legal departments and their third-party partners when it comes to leveraging people, process and technology to deliver results.

  • Create a network of leading legal innovators to share knowledge and experiences to help drive change in their legal ecosystem and the organizations they support.

PURPOSE OF FORUM

Platinum sponsor

GOLD sponsorS

EDUCATION PARTNER

Event Outline

  • Half-day event (afternoon) held in New York: November 1st, 2023

STRUCTURE

  • Legal Departments: General Counsel, Associate/Assistant General Counsel, Legal Operations

    Law Firms: Heads of Innovation/Knowledge Management, Senior Partners, COO, CIO, Chief Client Officers

  • Tickets

    Law Firms:
    Limited Free Passes

    In-house Counsel: Limited Free Passes

    VENDORS: $199

Who’s attending

  • The people puzzle - attracting, retaining and developing talent in a new paradigm.

  • Leading at the intersection of business and law - how are leading lawyers in key sectors driving growth in their organizations? 

Themes

  • The future of the legal ecosystem + the investment case for it.

  • Mastering digital risk - how to define, develop and implement a strategy to navigate emerging digital risks.

  • How to make the business case for and deliver change in your law firm/legal department.

Meet our speakers

  • Kevin Fumai

    Assistant General Counsel, Oracle

  • Kim Wolfe

    Head of Legal Business Management, Wells Fargo

  • https://www.linkedin.com/in/ginalynch1/

    Gina Lynch

    Chief Knowledge & Innovation Officer, Paul Weiss

  • Amanda Gudis Stuart

    Legal Innovation Advisor, Mayer Brown

  • Neil Araujo

    CEO + Co-Founder, iManage

  • Melissa Mason

    Director of Legal Operations and Strategy, McKinsey

  • David Curran

    Co-Chair, Sustainability & ESG Advisory Practice, Paul Weiss

  • Philip Meicler

    Partner, Tech Opportunities, Bain Capital

  • Anna Favour O'Connor

    Counsel - Privacy, Cybersecurity & Innovation, Societe Generale

  • Teresa Lii

    Associate General Counsel, Veritas Capital

  • Ilona Logvinova

    Associate General Counsel, McKinsey Digital, + Head of Innovation, McKinsey Legal

  • Joe Green

    Chief Innovation Officer, Gunderson Dettmer

  • https://www.linkedin.com/in/stephanie-wilkins/

    Stephanie Wilkins

    Legal Tech News Editor-in-Chief, ALM

  • Christian Lang

    Founder + CEO, Lega

  • Stuart Douglass

    Vice President, iManage

  • Julie Chapman

    VP + Head of Legal (North America), LexisNexis

  • Timothy Howard

    Partner & US Head of Data Security, Freshfields Bruckhaus Deringer

  • Adina Newman

    Legal Operations Counsel / LegalTech /AI Consultant

  • Tim Follett

    Founder, StructureFlow

  • Mark Doble

    CEO + Co-Founder, Alexi

  • James Geraghty

    Legal Operations, Veritas Capital

  • Andrew Bowyer

    Founder, The Legal Innovation Forum

agenda

THEMES + AGENDA

Registration + Lunch Buffet (12:00-12:50 pm)


Opening Remarks (12:50 - 1:00pm)


Leading at the intersection of business + law: how are leading lawyers driving value in their organizations? (1:55 - 2:45PM)

In a complex operating environment, legal leadership plays a critical role in helping guide organizations’ approaches to risk management as well as growth.

Areas such as corporate governance and ESG, privacy, compliance and flexible organizational strategy are all at the top of the corporate agenda. For organizations and law firms, having an effective and empowered legal team coupled with an optimized and innovative approaches to address these and other areas is key.

On this panel, our speakers will look at how their roles are evolving in terms of the challenges they are facing, how they are aligning their teams with their broader organizations and how they are acting as agents of change.

Topics covered will include:

  • Drivers and trends for legal leaders in a complex operating environment.

  • Examples of how the legal roles are evolving to meet mission critical needs of their organizations and what these challenges are.

  • How are legal departments and law firms evolving their strategies and structures to better align with the business to both manage risk and drive growth?

Speakers

Kevin Fumai, Assistant General Counsel, Oracle

Kim Wolfe, Head of Legal Business Management, Wells Fargo

David Curran, Co-Chair, Sustainability & ESG Advisory Practice, Paul Weiss


Joe Green, Chief Innovation Officer, Gunderson Dettmer

Chair:
 Stuart Douglass, Vice President, iManage

Mastering Digital Risk: how to define, develop and implement a strategy to navigate emerging digital risks. (3:45 - 4:30 PM)

Managing digital risk is at the top of many corporate agendas. The explosion of use of collaborative technologies and the attendant data trails left by them, managing complex entity structures, evolving privacy rules and breaches are all examples of the critical importance of having a robust digital risk mitigation strategy in place.

For legal departments and their advisors - increased digital risk equals increased legal risk - especially as they relate to accelerating regulatory scrutiny and compliance.

On this panel, our speakers will look at how they are assessing and addressing present and emerging digital risks.

Topics covered will include:

  • What are the key emerging digital risks for organizations? Generative AI, data breaches, privacy concerns and agreements with third parties.

  • How to develop and define an organization wide strategy to address digital risk and the role that legal departments play in supporting them.

  • Delivering a digital risk mitigation strategy across the organization. Best practices in leveraging people, process and technology to manage risks? How to work cross departmentally and with 3rd parties to support these strategies.

Speakers

Anna Favour O’Connor, Counsel - Privacy, Cybersecurity & Innovation, Societe Generale

Christian Lang, Founder + CEO, Lega

Timothy Howard, Partner & US Head of Data Security, Freshfields Bruckhaus Deringer

Chair: Stephanie Wilkins, Legal Tech News Editor-in-Chief, ALM


Fireside Chat: The future of the legal ecosystem and the investment case for it (2:50 - 3:25 PM)

The legal ecosystem is evolving at a rapid pace. Innovation has teamed with the emergence of generative AI; new business models for legal service delivery and a rapidly evolving legal tech ecosystem have disrupted the status quo.

For investors, the case for the legal sector continues to gain steam. Rapidly advancing technologies are helping law firms and legal departments reimagine their operating models to deliver value in new ways. New legal service providers (and existing ones) are leveraging advanced approaches to people, process, and technology to disrupt the legal marketplace. And a significant growth case for these drivers to deliver innovation across the legal ecosystem is present: there is a new and exciting buzz around legal technology.

During this fireside chat - between Neil Araujo, CEO + Co-Founder, iManage and Phil Meicler, Partner, Bain Capital - we'll shine a light on the evolution of the legal ecosystem, the key drivers + trends behind it, and why leading private equity firms are taking note and investing in its future: this is the new face of the legal ecosystem.

Speakers

Neil Araujo, CEO + Co-Founder, iManage

Phil Meicler, Partner, Bain Capital

Chair:
Andrew Bowyer, Founder, The Legal Innovation Forum


Afternoon Break (3:25 - 3:45 PM)


The people puzzle: how are law firms and legal departments attracting, developing and retaining talent in an era of change. (1:00 - 1:50 PM)

The legal market is witnessing an unprecedented shift when it comes to talent. Lawyers are changing firms, moving in-house, to alternative legal service providers and in some cases moving out of the profession entirely. This is having a significant impact on the shape of the sector and promises to continue to do so for years to come.

Topics covered will include:

  • What are the key drivers and trends shaping the battle for talent in the legal sector?

  • What are law firms and legal departments doing to attract, develop and retain talent in a dynamic marketplace?

  • Portfolio careers. What types of new career paths are available to lawyers versus traditional ones?

  • The role of generative AI and its impact on legal careers

Speakers

Mark Doble, CEO + Co-Founder, Alexi

Ilona Logvinova, Associate General Counsel, McKinsey Digital, + Head of Innovation, McKinsey Legal

Julie Chapman, VP + Head of Legal (North America), LexisNexis

Gina Lynch, Chief Knowledge & Innovation Officer, Paul Weiss

Chair: Tim Follett, Founder, StructureFlow



LEGAL OPERATIONS: MASTERING CHANGE MANaGEMENT - how to deliver change in your legal department / LAW FIRM (4:35 - 5:25PM)

In order to effect change in organizations, effective execution is key. On this panel our speakers - legal operations leaders - will review how to define, develop and implement a change management strategy in legal departments.

Topics covered will include:

  • Foundations of change management in legal departments. What fundamentals need to be in place for successful change management initiatives to succeed in legal departments and their wider organizations?

  • Frameworks to approach change management initiatives in your legal department to drive change in your wider organization. Including how to build consensus, put the right teams in place, enhance processes, apply metrics to change management and choose the right technology.

  • How is legal operations acting as a catalyst for change in the legal ecosystem?

Speakers

Teresa Lii, Associate General Counsel, Veritas Capital

Amanda Gudis Stuart, Legal Innovation Advisor, Mayer Brown

Melissa Mason, Director of Legal Operations and Strategy, McKinsey

Adina Newman, Legal Operations Counsel / LegalTech /AI Consultant

Chair: James Geraghty, Legal Operations, Veritas Capital


CLOSING REMARKS + RECEPTION (5:25 - 6:30pM)