Andrea Alliston Partner, Knowledge and Practice Innovation
Fasken Martineau DuMoulin LLP
Andrea is an experienced leader and innovator versed in strategy, project implementation and operations across diverse areas including developing precedent and legal resources collections, thought leadership and disseminating legal and practice developments, implementing KM infrastructure technology such as enterprise search, piloting and selecting innovative and emerging technologies, developing automated and productized services, and various data and information management initiatives. As part of her practice, she leads client mandates to collaboratively develop solutions using a blend of legal knowledge, technology acumen, and process improvement and project implementation skills, including identifying new roles and skill sets required to address client needs. Prior to joining Fasken, Andrea was a partner at another major Canadian law firm where she led the knowledge management, innovation and education strategies and programs. Earlier in her career, she practiced corporate law focusing on mergers and acquisitions and a broad range of other corporate and commercial matters.
Formerly an employment law practitioner with a top global law firm, Sarah Andrews has more than a decade of specialized experience analyzing workflows for process improvement, training attorneys and paraprofessionals in knowledge management best practices, translating between lawyers and technologists, and drilling into the pain points of legal practitioners and operations professionals in order to design smart solutions. She is the Director of Knowledge Management at StradleyRonon Stevens & Young, LLP, where she supports the firm’s ever-expanding national client base by leading innovation in how StradleyRonon lawyers connect across teams in order to gain efficiency, curate knowledge and leverage data to offer exceptional client service. Sarah can be reached at email@example.com or 215.564.8184.
Zena Applebaum is an accomplished cross functional team leader with more than 20 years, experience in proposition strategy, competitive intelligence, and product marketing in the legal
Industry . She shares her passion for product innovation, sales enablement and personal branding by writing, speaking and teaching in classrooms and conferences across North America. Zena was inducted as a Fellow of the Council of CI Fellows, in 2015. She co-authored The Practical Guide to Competitive Intelligence(2022) and authored Business Intelligence for Law Firms(2012) with the Ark Group. Zena is currently VP, Product Marketing for Research Products at Thomson Reuters.
Pablo Arredondo Co-Founder and Chief Innovation Officer
Pablo Arredondo is Co-founder and Chief Innovation Officer at Casetext, a legal technology company that develops sophisticated research and drafting tools to improve access to legal research and help attorneys practice more efficiently. Pablo's innovations, including Casetext's pioneering brief analysis tool, CARA A.I., have been recognized by the World Economic Forum, the American Association of Law Libraries, and the American Bar Association. In addition to his groundbreaking contributions at Casetext, Pablo is a CodeX Fellow at the Stanford Center for Legal Informatics, where he focuses on civil litigation in common law jurisdictions, with an emphasis on how litigators access and assemble the law. Prior to becoming a trailblazer in legal tech, Pablo was a litigator at Kirkland & Ellis and Quinn Emanuel, where he represented leading technology companies in patent litigation at both the district court and appellate level. Pablo is a graduate of Stanford Law School and the University of California at Berkeley, and is a member of the New York and California bar.
Scott Bailey Director of Research and Knowledge Services
There are 6 guiding values at Eversheds Sutherland and Scott is building a service that resonates with them. Collaborative, Creative, Professional, Inclusive and Open. As a champion of success through authentic intelligence and building knowledge community, Scott is one of those people who works collaboratively with a variety of professionals within and beyond the legal industry. He believes in creatively fostering situations where aligning the right people, data and resources leads to multiplied value for everyone involved.
Christy Bentz Chief Client Value and Innovation Officer
Norton Rose Fulbright US LLP
Christy Bentz is the US Chief Client Value and Innovation Officer at Norton Rose Fulbright and leads a team of business professionals across eDiscovery services, innovation, knowledge services, legal project management, practice management, and strategic pricing. She and her team deliver business solutions to clients – both within and outside the law firm.
Maximizing the effectiveness of the firm’s legal services often entails going beyond traditional legal services to offer clients a more comprehensive approach to problem-solving. Christy’s cross-functional team advances the firm’s innovative legal services delivery through a focus on people, process, data, and technology.
She has extensive corporate legal operations leadership experience and leverages her pre-big law business background to provide a unique understanding of the different perspectives lawyers and their clients have on client legal needs and how to address them.
Josh Blandi is the CEO and Co-Founder of UniCourt, a Legal Data as a Service (LDaaS) company that provides real-time court data and legal analytics you can trust. UniCourt’s mission is to make court data more organized, accessible, and useful for Am Law and Fortune 500 companies. UniCourt’s API-first approach empowers the combination of internal data with external litigation data to find new business opportunities, optimize litigation strategies and outcomes, and power innovative solutions.
Josh is featured in the Class of 2023 Legal Rebels by the ABA Journal and the ABA Center for Innovation and is a Fastcase50 honoree. Under his leadership, UniCourt has received numerous awards including the Technology Award of the American Legal Technology Awards and has been recognized as the Overall LegalTech Data Solution Provider of the Year of the LegalTech Breakthrough Awards. As a part of Josh’s strategic vision to provide Legal Data as a Service, he has assembled a diverse, global team across the U.S. and India to unlock the potential of legal data.
Konexo US, a Division of Eversheds Sutherland (US) LLP
Carmen Brun is Head of Konexo, our global alternative legal and compliance service provider, in the US. She is responsible for the development and delivery of Konexo’s strategy and services in the US and works closely with her colleagues around the world on Konexo’s global offerings.
Prior to leading Konexo US, Carmen was Counsel in Eversheds Sutherland’s Securities Enforcement and Litigation practices and has significant experience managing large, multi-disciplinary, cross-border investigations and representative financial services clients in investigations, regulatory, and enforcement matters involving US regulators. In addition to her legal background, Carmen has extensive business management experience, having spent considerable time with InterContinental Hotels Group as a General Manager of hotels across the US, including in New York City.
Senior Director of Knowledge and Innovation Delivery
Kate Cain Senior Director of Knowledge and Innovation Delivery
Fenwick & West LLP
Kate Cain is a legal tech, knowledge management, and marketing technology veteran with more than two decades leading innovation initiatives at large law firms. Her experience spans knowledge management, data analytics, marketing, finance, core IT, process improvement, and operations. At Fenwick, she leads the Knowledge & Innovation team delivering solutions to impact client service delivery, practice management, and firm growth, building on her previous roles at Sidley Austin, Winston & Strawn and Kirkland & Ellis. Prior to joining Fenwick, Kate worked with Foundation Software Group (later Litera), leading product design and management efforts. A recipient of the Monica Bay STEM Leadership Award and the ILTA Distinguished Peer Leadership Award, Kate is a long-time ILTA volunteer having served six years on the Board of Directors. She continues to be a frequent speaker and writer for ILTA, LMA, ARK and others.
DAVID CAMBRIAhas spent his career drivinginnovation forlaw firms and corporate legal functionstodrive transformation, improvestrategic decision making, client engagement, operational efficiency, and revenue growth.Often referred to as “the Godfather ofLegal Operations” by industryinsiders,David has successfully bridgedthe gap between the law function and businessgrowth,and is responsible for the development and design of new operational structures, service lines, processes and programs to accelerate clientretention andwork in tandemwith business goals.David has made a profound and measurable impact on the legal industry, and his work has been captured in several leading industry publications. Empoweringleading law firms and law departments to adopt new models to think and work differently,he helps them reshape strategy andidentify key clientdrivers in offerings. With an understanding of how to help law firmsintegrate marketing disciplines into operations, he has ignitedgrowth, streamlinedcosts,anddecreasedcost of outsourcedlegal agencies. David has guided law firmsand legal functions to deliver vastly improved service offerings while reducing client churn, minimizing exposure and risk,and increasingoverall retention of talented teammembersto ensure a strong corporate culture.With a proven history of developingbest-in-classlegal operations,David has proudlyled remarkable transformations for some of the largest operations in the world, including Baker McKenzie, Archer Daniels Midland Company, CDW Corporation and AOL PLC. Consistently focused on building the next generation of leaders through activeengagement, mentorship and expectations, David also enjoyssharing his expertise inbuildinga pipeline of innovatorsable to align legal and business functions.A published author, award-winning industry leader andspeaker, Davidcontinuously seeks new challenges,alliances, and opportunities to help organizationsimprove their legal operations and service delivery.
Elisabeth Cappuyns Director of Knowledge Management
DLA Piper LLP (US)
Elisabeth Cappuyns is the Director of Knowledge Management for DLA Piper (US), a global law firm. In this role, she creates and implements knowledge management strategies and programs for attorneys and clients to help optimize the practice and business of law, including by using technology and innovative solutions. Before she started focusing on knowledge management in 2013, she practiced corporate law for over 15 years at law firms in New York, London and Abu Dhabi. She holds a J.D. from Columbia Law School and a B.A from Drew University.
Michael Ertel Practice Innovation and Knowledge Attorney
Paul Hastings LLP
Mike Ertel is a seasoned innovation and knowledge professional with a proven track record of developing and implementing cutting-edge programs for stakeholders and clients. His 15 years as a practicing attorney combined with his In-depth expertise in legal technology and a comprehensive understanding of the latest trends in legal innovation allow him to deliver exceptional legal services in an efficient manner while increasing realization.
Joshua is Fireman & Company’s Founder and Managing Director. He has practiced law with two of North America’s largest law firms and was in-house counsel at a multi-billion dollar multinational corporation. Joshua is recognized as one of the leading experts in law firm strategic consulting and is a recognized thought leader in areas such as knowledge management and change management.
With a decade of consulting experience, Joshua has advised clients on the development of firm strategies, knowledge management, change management and client collaboration strategies. He has led complex engagements executing strategic plans, including the implementation and integration of portals, enterprise search, file, document and email management, and records management. He is a frequent speaker at law firm retreats and industry conferences.
Jordan has spent his career helping clients tackle complex problems, first as an attorney in some of the world’s largest law firms and more recently as a legal technology consultant with InOutsource. He is an expert in the use of technology and innovation to help law firms drive compliance and increase efficiency and effectiveness of client services. He holds a J.D. from the University of Virginia School of Law and a B.A., cum laude, from Harvard.
Othiel T. Glover is an accomplished analytics professional who specializes in data modeling, business intelligence, and data management. With a Master of Science in Business Analytics from the University of Notre Dame and a certification in Applied Data Science, Othiel possesses a unique blend of technical and business acumen, and has a track record of helping top management create innovative solutions.
Othiel has worked at several prestigious law firms including his current role as the Global Data Innovation Manager at Mayer Brown LLP. Othiel is responsible for building out a Data Governance team that creates consistent data governance, data definitions, and data presentation standards across the global firm. He has also created data visualization documentation that guides users in building out dashboard and scorecards with uniform UI/UX across the firm. Additionally, Othiel is part of a strategy team that will guide the firm’s data strategy going forward and will implement an enterprise data warehouse that will be used by the firm.
Prior to his current position, Othiel was a Senior Data Analyst at McDermott Will Emery LLP, where he created an ETL and data modeling process for the Finance department and harnessed the Power BI application to disseminate the information to key stakeholders. He also led a team of professionals from different departments on how to use ML processes and procedures, which led to a new data team at the firm that shared concepts and ideas to solve important data-related topics. In addition, he created k-means/regression models for Business Development and Operations that allowed them to analyze timekeeper time and categorize it by created activity codes and visualizing it in Power BI.
Before Business school, Othiel was a Lead Analyst for the Global Client Financial Management Department at DLA Piper LLP where he guided the training of over 15 new interns and specialists on forecasting techniques and financial reporting procedures which gave them the skill set to be able to effectively manage over 250 global matters. He also led the GCFM on a new leadership team called (C.U.T) created by top management to provide feedback on all new firm initiatives and unify departments to drive results. In addition, he was the principal contact for all new global matter workflows in Chicago which allowed him the freedom to create teams with other departments to close billing life cycle pitfalls in Chicago and lower billing turn around.
Othiel’ s first professional experience was part of the Project Controls Consultancy Group at Schiff Hardin LLP, providing procurement, compliance, schedule analysis, audit, contract close-out, and cost reports. He managed a conformance research team consisting of attorneys, engineers, and contract managers that retrieved more than $25 million dollars' worth of back charges against contractors LOC's for the client. Additionally, he drove the data analysis for a collaborative team of experts that prepared project oversite and quarterly reforecast reports for a $3 billion project, the efforts lead to a quarterly reforecasting role that increased revenue for the firm.
Overall, Othiel T. Glover has a proven track record of building and leading high-performing teams to deliver innovative solutions in financial data modeling, business development, and operations. His unique blend of technical and business acumen, coupled with his excellent interpersonal and communication skills, make him a valuable asset to any organization.
Joy Heath Rush is the Chief Executive Officer of The International Legal Technology Association (ILTA), an organization that provides educational and networking opportunities for thousands of lawyers and legal technology professionals around the world. As Chief Executive Officer, Joy oversees ILTA's operations, a global network of volunteer leaders, and a professional staff of more than 25 employees.
Joy has spent virtually her entire career supporting lawyers and technologists in the practice of law, and she has deep familiarity with the complexities ILTA member organizations face. She spent 28 years at the global law firm Sidley Austin LLP in a variety of technology and leadership roles and was an executive with Litera for nearly five years.
Joy enjoys and has had the opportunity to speak and write on a wide array of technology and leadership topics. Speaking opportunities have included ILTACON, ABA Tech Show, LegalWeek, ALA, NALP, ARMA, Lexpo, Legal Innovation Fest, and Finalaw.
Joy was recognized as the American Lawyer Media Champion of Legal Technology for 2008. In February of 2019, Joy was named one of 2019's Women in Legal Technology by the ABA's Legal Technology Resource Center. In October, Joy was named the recipient of the 5th annual Monica Bay Women in STEM award for 2019.
Cailin Heilig leads the External Counsel Management team at TD Bank where she oversees financial management, performance management, and risk management of the Bank's global law firms. With 20 years of legal services experience, Cailin advises leadership on strategies and execution concerning firm utilization and directs initiatives to innovate and improve upon the value of services offered by the Bank's firms.
Prior to joining TD Bank, Cailin was a litigator and trusted advisor at Morgan Lewis & Bockius in the Labor and Employment practice, defending companies against complex litigation, including federal and state class actions and trials, and advising on workforce changes, including transactions. There, Cailin also grew the firm's long-term client relationships by identifying and implementing strategies and tactics to strengthen client satisfaction.
Madison C. Henry Business Intelligence & Analytics Manager
Troutman Pepper LLP
Madison Henry is the Business Intelligence and Analytics Manager for Troutman Pepper in Atlanta, GA. She sits on the Data Science and Analytics team within the firm’s Innovation department and specializes in data visualization, analysis, and dashboard design and deployment. In particular, she has expertise in investigating disparate datasets – from financials to digital analytics – for new patterns or relationships that guide real-world strategy. Her team works with Power BI, SQL, Python, Tableau, and other tools to automate analyses of internal and external information which support the firm’s administrative teams and practice groups. Before joining the legal industry, she worked as a data journalist in Houston, TX. Madison holds a certificate in data science from Georgia Tech University, a master’s degree in international business from Georgia State University, and a bachelor’s degree in political science and international affairs from the University of Georgia. When she's not crunching data, she enjoys hiking and camping.
Matt has 15 years of experience working with law firms and corporate legal departments, helping drive the use of technology to better serve their users and clients. Matt currently oversees the subject and industry matter experts for Litera and works closely with the Product teams on addressing everchanging customer needs and challenges.
Jon is a legal technology expert who has spent the past ten years working with law firms and in-house legal teams to help them improve their practice through the use of technology. He currently serves as Head of Sales at Gavel, where he helps legal teams embrace automation and the productization of their services.
In addition to his work at Gavel, Jon has co-authored several articles for Above the Law, a leading legal news and commentary website. His diverse experiences, which include previous positions at industry leaders such as Wolters Kluwer and Mitratech, as well as serving in the US Army, have equipped him with a unique perspective on problem-solving.
Jon's passion for empowering his clients and his deep understanding of the legal industry make him a trusted partner for firms looking to stay ahead of the curve. He is dedicated to delivering cutting-edge solutions that drive success and is committed to making a positive impact in the legal tech space.
Sukesh Kamra is Chief Knowledge and Innovation Officer at Torys and leads the knowledge and innovation practice globally. He is responsible for driving towards the highest level of efficiency by leveraging innovative technology and the effective application of process to streamline the delivery of legal service. With close to 20 years of experience, Sukesh develops new frameworks and approaches to capture and disseminate the firm’s deep knowledge to our people and our clients. He is also an instrumental figure for the firm’s Legal Services Centre.
Sukesh is an internationally recognized senior executive and the recipient of 12 prestigious awards, including Canadian Lawyer Top 25 Most Influential Lawyers in Canada, ILTA's KM Professional of the Year and a Fastcase 50 Visionary Leader. He is also a fellow of the College of Law Practice Management. Sukesh holds a Yellow Belt certification in Legal Lean Sigma and Project Management. He is a certified mental health first aid officer and sits on several legal technology vendor-client advisory boards.
Laura Leopard is the founder and CEO of Leopard Solutions, the largest and most accurate law firm data platform serving the legal industry with actionable intelligence and insights on over 5,000 law firms worldwide and 7,000 US corporate legal departments. Leopard Solutions’ business intelligence programs and curated reports offer current and historical data and in-depth information that offers dependable measurement and tools to aid firms in hiring the best qualified and diverse candidates. The new Leopard Business Intelligence Suite forges a new path for the legal industry using AI and probability to allow firms to assess future risks.
Laura Leopard has spearheaded Leopard Solutions’ growth and development over the company’s 20-year history and continues to push the envelope in designing new systems and data points for their expanding client base. She is a much sought-after speaker who often led industry discussions on women in law and diversity, equity, and inclusion (DEI) hiring in the legal industry.
Laura began her career as an actress in her hometown of Nashville, Tennessee, and moved to New York to pursue greater opportunities. Laura keeps her hand in the “acting game,” performing with yet another successful entrepreneurial venture, Gotham Radio Theatre, which she founded in 2010.
Maria Liu is Litigation Counsel at Uber Technologies, Inc. In her role, she oversees several complex, high-stakes litigation matters in the fields of antitrust, consumer protection, breach of contract and business tort, and intellectual property. She works closely with outside legal counsel and business constituents to solve tough problems, reduce future legal exposure, and achieve beneficial outcomes. She also handles cases, including arbitration demands, brought by individuals against the Company.
Prior to joining Uber in January 2021, Maria was a litigation associate at two large law firms, Jenner & Block LLP and Willkie Farr & Gallagher LLP. At both Jenner and Willkie, Maria gained significant experience in every phase of litigation--from discovery through trial and appeal. She created business and legal strategies attuned to her public and private clients' needs, and led case teams in the implementation of those strategies.
Maria is passionate about diversity, equity, and inclusion issues in the legal profession. She previously served in leadership roles on both Jenner's and Willkie's diversity committees. While at Uber, Maria has served as a mentor to a Law in Technology Diversity Collaborative intern and participates in the Company's diversity efforts.
Andy Locke is a legal technology analyst and project manager with experience developing innovative solutions for Am Law 100 firms, Fortune 500 companies, and government agencies. As Practice Innovation Analyst for Reed Smith, he collaborates with attorneys and clients to optimize the delivery of legal services via cutting-edge technology and user-centered design. He holds a J.D. from the Northeastern University School of Law.
Jennifer Mapp Senior Director, Data Management and Analytics
Morgan, Lewis & Bockius LLP
Jennifer Mapp serves as the Senior Director of Data Management & Analytics at Morgan Lewis. In this role, she leads a team of business professionals who use their technical skills, analytics experience, business expertise and presentation skills to collect, prepare and present data for decision-making. More specifically, the team focuses on developing advanced analytics to support projects associated with the delivery of legal services and the firm’s core business objectives. They provide thought leadership around the formulation and execution of a comprehensive data program and partner with the firm’s business and technical teams on data delivery approaches for structured and unstructured data that can be utilized to support client engagements and optimizing the firm’s operational initiatives.
Prior to joining Morgan Lewis, Ms. Mapp served as the Director of Pricing and Project Management at an Am Law 50 international law firm where she managed a team responsible for the firm’s pricing initiatives, legal project management initiatives and business of law education. Formerly, Jennifer served as the Controller of an environmental consulting company where she became well-versed in the economics of professional services, pricing, budgeting and project management. She earned her B.S. in Mathematics from Clark Atlanta University and her M.B.A. with a concentration in Finance from Saint Joseph’s University.
Ms. Mapp has served as a panelist for several programs related to: The Business of Law, Digital Transformation, Legal Project Management, Pricing Governance and Business Relationships with Outside Counsel.
Andrea Markstrom is the Chief Information Officer for Schulte Roth & Zabel LLP. She works closely with the Executive Committee to identify, plan and implement technology solutions that align with the goals of the firm, practice groups and business departments. She leads the IT teams responsible for the firm’s various technologies and associated operations, and works to ensure that IT continues to deliver superior technology services and support. Andrea has more than 30 years of experience leading global information technology organizations for large law firms and corporations. She is the founder and CEO of i.WILL, a professional networking organization helping women advance in their careers. She also works as the Chair for Inspire CIO's NYC Chapter, an advisory committee member for LexisNexis and Gartner’s Evanta organization.
Daniel is the Director of Information Security for Shearman & Sterling LLP.
In this role, Daniel is responsible for overseeing the overall Information Security Program as well as the Information Security team, consisting of Security Operations, Security Engineering, Identity & Access Management, and Information Risk. The Information Security team is focused on protecting the firm and our clients, allowing the firm to securely innovate and continue to deliver best in class service to our clients.
Prior to joining Shearman & Sterling LLP in 2016, Daniel was the technical lead for a Global Incident Response and Digital Forensics unit at Protiviti, Inc. He was responsible for overseeing and coordinating incident response activities for some of the most complex data breaches at the forefront of media headlines. Many of these breaches involved combatting Nation State and Organized Crime Syndicate cyber adversaries.
Daniel earned his Master’s of Science in Digital Forensics and Cybersecurity from John Jay College of Criminal Justice in New York and is an active holder of multiple SANS Institute Certifications based on Incident Response, Malware Analysis, Offensive Security, and Cloud Security.
Stefanie Marrone Director of Business Development and Marketing
Kaplan Hecker & Fink LLP
For 20+ years. Stefanie Marrone has worked at and with leading law firms and legal service providers to help them more effectively market their firms and their lawyers.
As Director of Business Development and Marketing at Kaplan Hecker & Fink, Stefanie Marrone is responsible for developing innovative business development and revenue generating programs, public relations, social media, branding, digital marketing, CRM, events and sponsorships, coaching, and internal and external communications.
As a consultant, Stefanie helped law firms, professional service firms, B2B companies, professional associations and individuals build their brands and books of business through revenue generating strategies in content marketing, social media and business and client development.
Stefanie has worked at and with some of the leading firms in the world, including Sullivan & Cromwell, Paul Weiss Rifkind Wharton & Garrison, Proskauer, Morrison & Foerster and Mayer Brown, giving her valuable experience in law firms and working with lawyers.
Stefanie is a frequent public speaker, author and guest lecturer. She also writes for her blog, the socialmediabutterflyblog.com.
Deborah Martin Owens is the CEO of DMO Strategies LLC, a consulting firm that provides thought leadership and strategic support to law firms, corporations, and nonprofits in diversity, equity inclusion, talent development and nonprofit leadership. Deborah is the immediate past Global Director of DEI at Vinson & Elkins, LLP. She has held DE&I roles at Sidley Austin LLP and the New York City Bar Association. She practiced law for nearly twelve years at Quinn Emanuel Urquhart Sullivan LLP. She is Chair of the Board of Women Creating Change in New York. Deborah is a graduate of Hofstra University School of Law.
Andrea Menezes Financial Productivity Solutions Manager
As the Solutions Manager for Financial Productivity at BigHand, Andrea Menezes enables legal professionals to achieve their firm's objectives by utilizing technology to optimize the delivery of legal services. Before joining BigHand, Andrea spent several years working in pricing, beginning at Ropes & Gray, where she honed her expertise in the field, and later established the pricing team at Goulston & Storrs. She holds a M.B.A from Georgetown University and a B.A. from Boston University. Her academic background and experience in the legal industry enable her to deliver exceptional value to her clients. Andrea is passionate about the legal industry and is committed to making a meaningful impact by improving financial productivity and driving business growth.
EY East Region Legal Technology and Transformation Leader
Melissa Miller EY East Region Legal Technology and Transformation Leader
Melissa currently works as a Senior Manager for EY Law. EY Law provides non-US legal services, including corporate/commercial law, M&A transactions and labor/employment law and legal managed services to US headquartered multinationals of all sizes and across all sectors. EY Law is in 82 countries and has more than 2,300 attorneys who work around the world. While EY cannot practice law in the US, we provide legal services including law department consulting, contract management and entity and compliance governance to US clients.
Melissa sits in EY Law’s legal function consulting group where she focuses on helping companies assess the complexities of delivering value and managing risk in their corporate legal functions. Melissa regularly works with corporate legal departments to review and evaluate operating models, sourcing options, legal process workflows and data strategies to support strategic planning.
Melissa has over 16 years of legal experience both as a practicing attorney and as a legal consultant. She is admitted to practice in the State of Connecticut as well as the Federal court, District of Connecticut. She is proficient in several practice management, case management and data analytics tools and is a Certified Brainspace Analyst and Certified Fraud Examiner (CFE).
Sara Miro Managing Attorney and Director of Knowledge
Sullivan & Cromwell LLP
Sara Miro is the Managing Attorney and Director of Knowledge at Sullivan & Cromwell LLP’s New York office, where she focuses on knowledge management, court procedures, technology implementation and process improvement for the firm.
Prior to joining the firm’s knowledge management and leadership team, Ms. Miro was an associate in the firm’s litigation group, where she represented commercial clients in complex litigation in U.S. federal and state courts. Ms. Miro draws on her years of practice experience to guide case teams on matter strategy and compliance with court requirements, while also creating innovative ways to enhance attorney workflows through the use of smart technology.
Joe Morford is the firmwide Managing Partner of Tucker Ellis LLP, a role he has held since 2010.
In addition to his firm leadership role, Joe maintains an active practice focused on the representation of major corporations in complex mass tort, business litigation, and product liability matters both in Ohio and in courtrooms throughout the United States.
For 18 years, Joe served as a volunteer magistrate judge for the City of Shaker Heights Juvenile Court Diversion Program. He has served on numerous community Boards of Directors and has been active in many community organizations.
Joe and his wife are the proud parents of four children – all of whom are likely too old to continue to warrant mention in his firm bio. That said, they are noteworthy, as their escapades have been the source of decades of his material (mostly intended to be humorous, but still illustrative) on leadership, accomplishment, and focusing on what’s Joseph J. Morford tuckerellis.com 2 important in work and in life. While they are fast approaching adulthood, he remains their biggest fan, and he enjoys watching them slowly become a driving force for good in their communities. This will (he hopes) ultimately be his proudest life accomplishment
Tiffany leads the firm’s knowledge management (KM) and records/office services functions while chairing the firm’s internal Technology Innovation group. With over 25 years of experience in KM and research, she oversees the firm’s investigative, business and legal research as well as evaluates and implements KM tools and processes. Tiffany trains attorneys and staff on efficient research strategies; conducts contract negotiations, budgeting and supervising; and advances the performance of various legal and administrative departments by establishing and implementing valuable workflow solutions. She is also a member of the Firm’s Technology Committee. In addition to working in the legal field, Tiffany was an information specialist with McKinsey & Company, a leading management consultant firm.
Named as one of the Most Innovative Intrapreneurs by the Financial Times in 2022, Kate leads innovation efforts with clients and lawyers to improve the delivery of legal services through novel products, smart staffing, streamlined processes, and the use of technology. Kate, a former litigator, also leads CaseStream, Orrick’s homegrown litigation management system, and remains active in numerous pro bono matters.
Torben Pedersen Director of Enterprise Architecture
Norton Rose Fulbright US LLP
Torben Pedersen leads IT enterprise architecture for Norton Rose Fulbright US LLP. With a focus on enhancing client value and optimizing operational efficiency, he is responsible for developing and implementing sustainable IT strategies for the firm. This involves conducting technology assessments, creating innovative designs, and incubation of proof-of-value initiatives. He has a passion for IT-as-a-Service to enable user self-service of technology solutions that makes their daily lives more productive.
Prior to joining Norton Rose Fulbright, Torben held various IT leadership positions, including Director of Global IT Cloud Services at HPE, Enterprise Architect at Halliburton, and Principal Architect with Microsoft Consulting Services. He brings a wealth of experience and expertise to his current role, gained through his extensive work with leading technology and industry companies.
Originally from Denmark, Torben moved to Houston, where he earned his Bachelor of Business Administration from the University of Houston. He has since made Houston his home, and continues to pursue his passion for technology
Zorik Pesochinsky is a Global Client Director at Thomson Reuters. In this role, he partners with law firm leaders to identify unmet customer needs, develop and test new solutions, and drive adoption and co-development of TR solutions. Previously, he was a Strategy Director for Large Law Firms and a Senior Product Manager for Practical Law. Prior to joining Thomson Reuters, Zorik was a Legal Fellow at GMHC. He is a graduate of the Benjamin N. Cardozo School of Law and New York University.
Cheryl has 39 years of experience, unique to one law firm in its finance area. That one law firm has seen tremendous change and growth over the years, from a single office with 35 attorneys to a regional firm with 170 attorneys across six offices in two states. Cheryl was promoted to Senior Financial Analyst a few years ago, after having moved up through the accounting ranks. She works primarily with the Firm’s Financial Operations Team, consisting of the Firm’s Managing Director, COO, Finance Committee Chair, CTO, General Counsel and Controller, bringing clarity to the Firm’s financial results and developing strategies for top line growth. In addition to being part of the Finance Ops Team, Cheryl works alongside the Firm’s Strategic Business Unit Leaders, analyzing each Unit’s financial results and offering insights to aid in improving performance. Having begun her career in the legal industry in accounting in the pre-computer era, Cheryl has not only witnessed tremendous change in legal technology employed within and outside of the financial area but also been instrumental in its implementation. The knowledge gained through financial system implementation, various system conversions and mergers, along with her accounting and finance background enhanced through the resources offered by organizations such as ARK, LawVision, Thomson Reuters, etc., have enabled Cheryl to become a trusted advisor to the Firm. She received an Associate Degree in Business Management and Accounting prior to beginning her career at the Firm. When life permitted, she returned to college and achieved her goal of attaining a Bachelor of Science Degree concentrating in Organizational Leadership and Learning, Magna Cum Laude, in 2015 from the University of Louisville.
Melissa Prince serves as the firm’s Chief Client Value and Innovation Officer and sits on the firm's Management Committee and Expanded Board.
Melissa oversees a team of business professionals that deliver business solutions for clients -- technical and otherwise – designed to enhance transparency and predictability, drive efficiency, and contain costs. The team helps lawyers deepen and expand client relationships and solidify institutional partnerships.
The American Lawyer,Financial Times,National Law Journal,Legal Intelligencer, BTI Consulting, and other industry organizations have recognized the team for its innovation efforts and tackling challenging business issues on behalf of firm clients.
Melissa has almost 20 years of experience in the legal services industry. She started as a practicing lawyer and then moved to the law firm business side. These distinct roles give her a unique understanding of the different perspectives lawyers and their clients have on client legal needs and how to address them.
As chief client experience officer, Dan leads a group of dedicated client experience team members who focus on providing value to clients, developing creative and innovative solutions to clients’ needs, and ensuring all clients receive consistently excellent service.
Dan has more than 20 years of experience in leading marketing, business development, and client experience efforts for professional services firms. He has launched law firm client feedback and key client programs, worked with attorneys to build new multidisciplinary practices, developed client-facing products and technology solutions, and incorporated client service into attorney and practice group business planning. As the leader of Troutman Pepper’s Client Experience Department, Dan spearheaded the creation of the firm’s client value program, Troutman Pepper Plus, and an internal companion program focused on client service within the firm’s business teams.
Dan is a frequent speaker on the topics of client experience and client feedback and has presented to national and international audiences on the importance of client service.
Heather J. Reid Director of Diversity, Equity & Inclusion
Heather Reid is the Director of Diversity, Equity & Inclusion at Akin. There she is responsible for developing, implementing and monitoring programs and processes, across all firm functions, that support DEI at Akin. Heather started her career as a practicing attorney, working as an M&A lawyer for 5½ years at a large law firm and then as an entertainment lawyer at boutique entertainment firm for 5½ years. She transitioned into professional development and DEI, working at a non-profit and a global law firm, before joining Akin. She graduated from Brown University and Columbia Law School.
David A. Rueff Jr. is a shareholder in the Jackson office of Baker Donelson and is also the Firm's Chief Client Solutions Group Officer. In this role, David is responsible for oversight of an innovation team at Baker Donelson which includes legal project management, knowledge management, pricing, practice technologies, matter data strategies, automation, AI and legal research. David regularly works with lawyers and clients to develop unique matter pricing and technology solutions, in-house corporate training on a range of innovation topics and paid consulting services.
In 2010, David was also responsible for the development of the Firm's legal project management model BakerManage® and was the first Baker Donelson attorney to implement it in his own practice. David helped to create and staff one of the first law firm Legal Project Management Offices in 2011 and guided the development of the Firm's process improvement model - BakerLeanTM and the Firm's proprietary budgeting tool - Budget Designer. David also leads a team which is responsible for administration of the Firm’s intranet solution, BakerNet, which provides access to practice forms and resources to improve the efficiency of all practice areas.
David has authored and co-authored several books and articles on legal project management, budgeting and pricing solutions, legal technology and innovation including The Power of Legal Project Management, a Practical Guide published by the ABA in November of 2021. David was also a designer and contributor to the Corporate Legal Operations Consortium’s LPM Framework and Matter Life Cycle Management process which was published in an eBook in 2022.
Prior to law school, David worked in the technology industry for a hardware and software manufacturer where he was first exposed to project management, agile and the development software applications for the engineering industry. David has been a practicing lawyer for 25 years, is PMP certified through the Project Management Institute and is certified in the Toyota Manufacturing Production System (Lean). David's legal practice included litigation, transactional matters and the administration of disaster recovery federal programs. David has staffed and managed project teams in Mississippi, New York, Texas, New Jersey and Louisiana. His experience includes the management and oversight of a program legal department that included a team of 11 attorneys and 20 paralegals.
Emily Rushing, JD, MIS Director of Competitive Intelligence
As the Director of Competitive Intelligence (CI) for Haynes and Boone, LLP, Emily leads the intelligence, database, research, and technology teams in supporting client service, competitor and market analysis, lateral recruitment, and strategic growth. Emily and the intelligence team supports the creation, deployment, and administration of new technologies and innovation resources.
Emily has contributed to several publications, including the International Bar Association (IBA), American Bar Association (ABA), bar journals, blogs, and other legal industry periodicals. Recent speaking engagements include: AALL, Ark, SLA, ILTA, LMA, SCIP, and regional and international professional associations.
Emily holds a Juris Doctorate (JD) from the University of Houston Law Center and a Master of Information Sciences from the University of North Texas (UNT). She has served on several boards, including the UNT College of Information Leadership Board. Emily was honoured by the NAACP Houston Branch with an Award for Legal Excellence for her work with the legal aid clinic.
Areas of Experience include: Research; Databases; Competitive Intelligence (CI); AI; Business of Law; Knowledge Management (KM); Technology; Strategy and Vision; Business Intelligence (BI); Law Library; Legal Research; Business Development; CRM; Lexis InterAction; Westlaw; Lexis; Survey; Data Science; Law Firms; Project Management (LPM); Process Improvement
Evan leads the Knowledge Management, Innovation, and Library functions at the 500+ attorney labor and employment law firm Fisher Phillips, where he and his team harness the power of A.I. and data analytics for use in legal; create internal and client-facing collaborative tools; and help make the practice of law far more efficient for his firm’s attorneys and clients. Passionate about legal tech and legal innovation, Evan’s firm won the 2021 American Legal Technology Award's "Law Firm of the Year," and Evan won the 2021 ILTA "Innovative Professional of the Year Award," and was named to the "2021 Fastcase 50 List," recognizing “50 of the smartest, most courageous, innovators, techies, visionaries, and leaders in the law.” Before entering the KM field in 2011, Evan was an AV-rated Big Law partner, having litigated labor and employment matters for a decade. Outside of work, Evan is a club soccer coach, and a Member of the Board of Directors of Pioneer Knowledge Services, a 501(c)(3) charity that provides KM assistance to charities to help them run more efficiently. He also frequently writes and present on KM and Legal Innovation topics, and has been featured in The American Lawyer, the ABA Journal, Law.com, the AALL Spectrum, The Modern Lawyer Podcast, LiteraTV, and the Reinventing Professionals podcast, among others.
Rachel Shields Williams Director, Knowledge Management
Rachel Shields Williams is a Knowledge Management Director focused on Enabling Technology and extracting Insights at Sidley Austin. Having grown up as an active participant in her family-run business, she brings a proactive and entrepreneurial mindset, a solid commitment to service excellence, and an indelible sense of ownership to any project. Leveraging almost 20 years of experience in Business Development, Marketing, Sales, Knowledge Management, and Legal Technology, Rachel has a unique ability to understand the interrelationships between stakeholders and results. As a legal business professional, she has built her career around assessing and anticipating internal and external customer needs, leveraging cross-industry experience to bring new insight to everyday problems, and implementing operations and technologies that have had a meaningful, measurable impact on a global scale. She is a senior strategist who can translate vision into actionable goals and results, and is skilled in designing and implementing technology and process solutions that are both innovative and practical.
Rachel serves as Treasurer-Elect on the 2023 Legal Marketing Association International Board of Directors and on the International Legal Technology Associations Program Planning Counsel.
As Vice President, M&A Integration at Litera, Barry Solomon focuses on bringing together acquired legal technology companies, enabling continuous innovation and the delivery of a legal technology ecosystem that helps legal teams win and deliver high quality legal services. Barry was on the leadership team of Foundation prior to its acquisition by Litera.
Barry practiced law at Sidley Austin LLP. He left his practice to help found Interface Software, the maker of InterAction. When LexisNexis acquired the company, Barry was retained as vice president and general manager for several subsidiaries of LexisNexis, winning the Leadership Excellence Award. Prior to joining the Foundation team, Barry was Chief Marketing Officer for Microsystems (now Litera), and then for Sidley, overseeing global business development, marketing, and communications strategies.
A member of Phi Beta Kappa, Barry was named to The National Law Journal’s inaugural list of 50 Business of Law Trailblazers & Pioneers. Barry holds a J.D. from the University of Chicago Law School and a bachelor's degree from the University of Chicago.
John W. Sterling Chief Strategy and Practice Development Officer
Chapman and Cutler LLP
John Sterling is Chapman’s Chief Strategy and Practice Development Officer. John works with the Chief Executive Partner and the Policy Committee on strategic planning initiatives, with practice groups on practice development and management matters, and Chapman Practice Innovations on strategic growth and business development initiatives, among other projects. John has over 30 years of experience in law firm strategy, practice development and management, and market research. He is the author of two books on law firm strategic planning and strategy implementation; is a contributing editor to Strategy & Leadership, a leading strategic management journal; and is a past president of the Association for Strategic Planning Chicago Chapter, as well as the Strategic Management Association in Chicago and the Strategic Leadership Forum.
Prior to joining Chapman and Cutler, John served as Chief Marketing Officer for a leading intellectual property specialty firm. In addition, John worked for over 25 years as a management consultant, where he helped industrial and consumer product companies, health care and professional service firms, as well as not-for-profit organizations develop strategic and business/practice development plans and address specific practice management issues.
Rob Stote is an experienced leader with a 20 plus years of a demonstrated history of building and growing companies in the software industry, with a focus on Product, Product Management and building software for clients. He is a strong professional skilled in IT Strategy, Professional Services, Data Warehousing, Management, and Software as a Service (SaaS).
Shawn Swearingen has over 20 years of experience in legal innovation and technology. She is currently the Chief Innovation Officer at the law firm of Faegre Drinker Biddle & Reath, which has over 1300 attorneys worldwide. In her role, Shawn leads a team of professionals in data science & analytics, business intelligence, strategic pricing and client value, competitive intelligence, client intake, client design services and the Faegre Drinker Legal Design Lab (a partnership with Stanford’s Law and Design Schools). She and her team are responsible for collaborating with the firm’s clients, attorneys, consultants and operational professionals across the firm to identify and deliver on innovative initiatives that are designed for clients, whether that is advancing new and creative ideas, leveraging technology, uncovering insights or creating efficiencies.
Shawn holds a Masters of Library and Information Science, is a Certified Knowledge Manager, is certified in ITIL Foundation and has a white belt in Legal Lean Six Sigma. She was also the recipient of the Minnesota Lawyer Unsung Legal Hero award for consistently going above and beyond the call of duty in the legal profession. Shawn gives back to the community where she serves as a board member to the American Heart Association – Twin Cities and acts as a mentor to emerging technology leaders as part of the Minnesota Technology Association’s ACE Leadership Program.
Lauren Symington is the Chief Talent Officer at Lewis Roca. She is responsible for leading the development and execution of the Recruiting and Professional Development strategies, which includes the recruitment, retention, professional development and advancement of attorneys. Lauren is passionate about leadership and enjoys guiding professionals to meet their full potential. She collaborates with Firm leadership to encourage a culture of inclusion and respect and is committed to improving the work-life balance for professionals within the legal industry and beyond.
Lauren's background includes over 15 years of legal HR experience including recruiting, leadership, and professional development. She loves to mentor and believes in leading with kindness and patience.
In her spare time, Lauren enjoys cooking, spending time with her family and dogs, Pilates and travel. Lauren graduated from San Diego State University and received her JD from California Western School of Law.
Tricia has worked in law firm libraries for more than 30 years. She started her career while in college as the “kid who shelved the books” and over the years worked her way up the ladder to become a law firm library director overseeing a team of library managers, research librarians, technical services librarians, and library assistants. She currently serves as the Director of Research Services at Akerman LLP. Tricia loves digging for answers and enjoys tackling a challenging research project. She is keenly interested in the latest advancements in automation, data analytics, and knowledge management strategies.
Tricia is a member of the American Association of Law Libraries and serves on the Lexis Advisory Board. She received her undergraduate degree from Oglethorpe University and her MLIS from Valdosta State University. She lives in metro Atlanta with her husband, daughter, and a scruffy but adorable Cairn Terrier named Sammy.
David Tillistrand Director of Billing & Collections
David has been directing CSG’s billing & collections operations for three years, utilizing his more than 20 years of Aderant law firm experience to assist the firm in managing its financial operations. David has more than a decade of hands-on experience in a variety of roles at mid-size firms with at least 500 attorneys, and an additional ten years of management experience in both finance and office administration. This combination of management and “boots on the ground” experience provides him with a unique perspective and insight into managing the billing/collection practice, especially at a pivotal growth period for the firm. He understands that time is better spent taking action on data rather than manual creation of data reports or working within inefficient billing processes. Much of his focus at CSG is driving simplified inventory review processes, maintaining accountability within that process, maximizing the efficiency of personnel and processes, and ensuring that CSG is on the cutting edge for technology-based solutions for billing, collections, and inventory reporting.
Emile Van Der Berg is Senior Director of Sales at Litera, and previously served as co-founder and Managing Director of Upper Sigma, the most powerful legal specific CRM built on the Salesforce platform. Emile started Upper Sigma in 2020 to create a modern legal CRM that was secure and feature-rich, but could also be integrated successfully and quickly. With a background in Process Engineering and the Salesforce ecosystem, he was able to bring the world’s most powerful CRM platform to the legal industry seamlessly, which led to major adoption by some of the largest firms in the world.
In his new role as Senior Director of Sales at Litera, Emile is working within the Litera team to take the Upper Sigma product to market with greater scale and velocity, backed by the Litera product ecosystem. Emile’s key objective is bridging the gap between Experience and CRM, future-proofing integrations for best-in-class technologies like Litera Upper Sigma and Litera Foundation.
Kelli Wight is the Chief Operating Officer at the mid-sized Toronto-based law firm of Koskie Minsky LLP (www.kmlaw.ca) where she works closely with the Executive Committee and Partnership on the conception, development and implementation of highly-integrated firm management, strategic growth, profitability and governance initiatives. In addition, she oversees the activities of the Senior Management Team responsible for finance, operations, technology, business development, human resources and professional development.
She has 38 years of experience working in the finance, legal and accounting industries in New York and Toronto and served as the head of marketing, business development and strategy at four national Canadian law firms earlier in her career before transitioning into her current role in 2015.
Most recently, Kelli has been leading a dynamic strategic planning process that is actively engaging the full partnership and senior management team, as well as other lawyers and staff, to address evolutionary changes in the Firm's professional and business practice and design the new firm culture in the post-pandemic work environment. She is always excited to talk about the success of this process with others who are experiencing the same challenges!
Meredith L. Williams-Range is Shearman & Sterling's Chief Client Strategy & Growth Officer. She oversees & coordinates global strategy in master data management, conflicts, governance, new business intake, records, legal project management, knowledge management, research services and more. Ms. Williams-Range also oversees many of the Firm's resources that allow Shearman to partner with clients and deliver cutting-edge legal tech & strategic operations. She is widely recognized as a leading authority in innovation, legal tech, legal operations and the practice of law changes, and is a frequent presenter and author.
Ms. Williams-Range received a Bachelor of Business Administration with concentration in Accounting followed by a Juris Doctorate from the University of Memphis. She is admitted to practice in the states of New York & Tennessee. Ms. Williams-Range is a member of Chief, a private network designed specifically for women leaders — rising VP level through CEO — to strengthen their experience in the C-suite, the Association of Women Attorneys and the American, New York, Tennessee and Memphis Bar Associations. In addition, Ms. Williams-Range is the Past President of the Board of Directors for the International Legal Technology Association. She is a recipient ILTA's 2011 Distinguished Young Professional Award; ABA's LTRC's Top 10 Women of Legal Tech 2016; a 2017 Fellow of the College of Law Practice Management; 2018 ILTA Distinguished Peer Award winner; 2019 recipient of the New York Law Journal Trailblazer Award, 2019 Financial Times Innovative Lawyers Intrepreneurs Top 10 Shortlist, 2020 Fellow of the American Bar Foundation, 2021 New York Law Journal Innovative Law Firm recipient and 2021 Financial Time Innovative Law Firm: Data Analytics recipient.
Ms. Williams-Range is a regular speaker, blogger, author and podcast host. Some recent examples include "Increasing Uncommon Sense, While Cutting out the Nonsense," Peer to Peer, ILTA (January 2023); “Fireside Chat: Shearman & Sterling”, iManage Cloud Summit, New York, NY, (November 2022); “The Connected Firm: A Process for Building Your Technology Strategy”, IntApp City Tour, New York, NY (November 2022); “Fireside Chat: Shearman & Sterling”, iManage ConnectLive 2022, Chicago, IL (October 2022); “Enhance Client Value and Optimize Matter Lifecycles”, Legal Value Network 2022, Chicago (September 2022); “Is it AI, ML or BS?”, Legal Value Network 2022, Chicago (September 2022); “Integrating Processes: Modernizing Lateral Onboarding”, IntApp Connect 2021, Virtual Conference (November 2021); “FIRESIDE CHAT: Playing the Budget Long Game: Assessing Your Value to Drive Profitable Client Relationships”, ARK Innovation, Virtual Conference (November 2021); “Building an Internal Investigations Factory to Speed Data Protection, CLOC Solution Lab Presented by CS DISCO, Virtual Conference (November 2021); “Teamwork Makes the Dream Work: Un-silo the Teams to Un-silo the Data”, ARK KM, New York, NY (September 2021); “Redefining the Delivery of Legal Services”, ILTACON, Las Vegas, NV (August 2021); “Building the Law Services Delivery Team of the Future”, ILTACON, Las Vegas, NV (August 2021); "Meredith Williams-Range Builds the Law Firm of the Future,"Profile (July 2021).
Rod Wittenberg North America Vice President of Financial Productivity
Rod has worked in the legal industry for 25+ years and has served in several organizational capacities with positions in sales, marketing, product development, and strategy. In his current role, Rod is responsible for developing market strategy, sales strategy, and alliance models, in addition to managing key business activities in support of product development. Under Rod’s leadership, his team has helped legal professionals leverage technology to improve the delivery of legal services. He is passionate about transforming data to knowledge so that clients routinely benefit from actionable intelligence.
Mr. Wittenberg holds a Juris Doctorate and an undergraduate degree in Political Science and Sociology. He has practiced law in the state of Massachusetts and is a Trustee Emeritus of the Philadelphia Bar Foundation. He resides in the Philadelphia area with his wife Bonnie, and children Max and Ashton. When he's not in the office, you can find Rod at his kids' events, cooking up a new creative recipe in the kitchen or on the golf course trying to improve his game.
Eric Wood Practice Innovations and Technology Partner
Chapman and Cutler LLP
Eric Wood is the Practice Innovations and Technology Partner. As a member of Chapman’s Practice Innovations group, Eric works across the firm's offices and practice groups to research, design and develop legal technology tools for Chapman’s attorneys and clients.
Eric’s experience includes developing internal- and external-facing document automation systems, designing custom transaction management, document drafting and contract analysis software, building legal expert systems and leading numerous service design, process optimization and knowledge management initiatives.
Eric draws on significant prior experience in commercial lending and securities transactions, previously working as an associate in the Banking and Financial Services Department at Chapman and the Capital Markets group at Cleary Gottlieb Steen & Hamilton LLP in New York. Before attending law school, he worked on legal technology and access to justice projects as an AmeriCorps VISTA Volunteer for Wyoming Legal Services.