Welcome & Opening Remarks: Conference Co-Chairs

Second Level, Gold Room

Tom Jones, Managing Director, Financial Productivity,
BigHand

Jeff Suhr, Global Director
BigHand

Progress: How Do We Move the Needle?

Second Level, Gold Room

• Know your Why: Are you a commodity or an asset?
• Perceptions: Small shifts can lead to significant gains
• Flipping the 80-20 Rule: Working In your business vs. Working On your business

Jason Richardson, MBA, PsyD, Speaker, Olympic Psychologist
Mental Skills Coach, Author

Developing a Data, Analytics & AI Roadmap

Second Level, Gold Room

• Learn the critical importance of having (or developing) a data strategy roadmap that drives competitive advantage for both the Business and Practice of law
• Hire the leader first: Establishing the vision and building the roadmap
• Project prioritization and execution

Peter Geovanes, Data Strategy, AI & Analytics,
Winston & Strawn LLP

Data Strategies for Effective Matter Management

Second Level, Gold Room

• Assess data strategy components of Matter Management – from data hygiene to breaking up data silos
• Gain granularity within the many elements of the matter management lifecycle, illuminating challenges and opportunities to do what’s right for both the firm and the client
• Operationalize a framework for providing value-added legal services, with efficiency and transparency to meet and exceed client expectations

Keli Lea Whitnell, Senior Experience Database Manager
troutman pepper

Paul Beidel, Manager, Pricing & Matter Management
Shearman & Sterling LLP

Lann Wasson, Associate Director of Legal Project Management,
Husch Blackwell

One Step Closer to Data Singularity for Legal Data

Second Level, Gold Room

• How and why billing narratives are a treasure trove of data, despite being in free-form text (a bane of any analytics platform), and how the firm processes these narratives using a series of custom ML models to identify work performed based on a particular narrative and at a level of granularity previously not possible.
• How the firm built and leverages an analysis engine that uses metadata to determine how to categorize DMS data (which is typically locked up in lengthy documents in a variety of formats)
• How Ogletree uses an extraction engine to extract key information from voluminous PDF docs to provide data that was previously only available by manually reviewing and cataloging the documents.

Timothy (Tim) Fox, Director of Practice Intelligence and Analytics,
Ogletree, Deakins, Nash, Smoak & Stewart, P.C.

The Data Behind the Talent Wars

Second Level, Gold Room

This discussion takes a data-driven approach to understanding what’s really happening with the talent wars underway at law firms. By looking at law firm staffing and turnover metrics and more than 3,000 interviews with lawyers, this session will provide insight into:

• Differences in the firms who are more effective at retaining talent and those who are more susceptible to lawyer churn
• Top drivers of lawyer engagement and retention – and how firms can more effectively demonstrate these traits
• The future of work – what do lawyers really want and does that align with current law firm models

Jen Dezso, Director of Client Services
Thomson Reuters’ Market Insights

Using Practice Data to Deliver Attorney + Client Value

Second Level, Gold Room

• Identify the opportunities where practice + firm data can create unique client value and equip attorneys with proprietary insights
• Bring those ideas to life through data-driven solutions that deliver results in a range of situations, including:
• Predicting outcomes
• Enabling practice management
• Deriving insights from precedent matters/deals
• Industry intelligence that combines third-party data with practice + firm data

Jared Gullbergh, ITIL, Director, Practice Solutions and Information Governance
Buchanan Ingersoll & Rooney PC

Jackie Warner, Senior Manager
HBR Consulting

Experience + Lawyer Development: New Uses For Data

Second Level, Gold Room

• Mine and leverage disparate data sets to improve internal processes, workflow, client relationships and overall job satisfaction
• Use experience data for talent management and cultivating the next generation
• How data visualization tools and techniques aid in this discovery process, illuminating patterns that enable firms to construct action plans for the future

Rachel Shields Williams, Director, Knowledge Management,
Sidley Austin LLP

Lauren N. May, Knowledge Management Lawyer- Transactional Lead,
Sidley Austin LLP

Closing Remarks: Conference Co-Chairs

Second Level, Gold Room

Tom Jones, Managing Director, Financial Productivity,
BigHand

Jeff Suhr, Global Director
BigHand

Networking Cocktail Reception

Lobby Level, Rouge Room

All attendees are invited to join us for drinks, hors d'oeuvres, and face-to-face networking. We will have a color-coded system in place to allow attendees to self-select and display their comfort level for interacting with peers.