The Thomson Reuters Legal Executive Institute

Final Agenda9.13.17

presents

The Corporate Legal Department Operations Forum
September 28, 2017

Thomson Reuters Corporate Headquarters
Three Times Square

New York, NY

Co-Chairs

Stephanie Corey,Co-Founder and General Partner at UpLevel Ops; CLOC Co-Founder

Jon S. Hoak, Co-Founder and General Partner at UpLevel Ops; Former General Counsel at Flextronics and NCR

Program (all times local)

8:30am – 9:15amRegistration and Breakfast

9:15am – 9:30amOpening Remarks

9:30am – 10:00amBeyond Measure: Exploring Today’s Corporate Legal Department Operations Strategy

As the legal market place continues to shift, the increased reach of data analytics is helping to provide a clearer picture of the evolving nature of legal department operations. This opening session will explore the growth of corporate legal departments, the volume of work they contend with, the changing nature of their law firm relationships, the efficacy of their cost-control strategies and how they continue to evaluate their own success.

Robert Gitell, Senior Director of Global Sales, Legal Tracker, Thomson Reuters

10:00 am– 10:10amBreak

10:10am – 11:25amBudgets, Bandwidth & Business Process: A Corporate Legal Department’sGuide to Strategic Alignment

Today’s corporate legal department faces constant pressure around budgets, bandwidth and process efficiency. Recognizing the need to become less a cost center than a valued business partner, many corporate legal departments are looking for innovations in productivity, better ways to control costs and are, in some scenarios, turning to third party providers in an effort to demonstrate greater strategic alignment. This panel will examine the corporate legal department’s decision-making process when dealing with such multifarious issues of efficiency. Pivoting upon personal experience and lessons learned, our accomplished panel will discuss how to master these complex—and essential—business decisions.

This session will also lead participants through an exercise in identifying a work process/product that could achieve significant strategic alignment through modifications in process efficiency.

Moderator:

Mark Haddad,Vice President, Corporate Segment, Thomson Reuters

Panelists:

David Cambria,Global Director of Operations – Law, Compliance and Government Relations, Archer Daniels Midland

Edward Gallagher, Senior Vice President, General Counsel and Secretary, NCR Corporation

Danielle Haugland, Director of Legal Solutions, Thomson Reuters

Nancy Jessen, SVP of Law Department Consulting,UnitedLex Corporation

Arvind K. Vij, Founder & Director,Illuminati Legal Solutions

11:25am–12:25pmNetworking Lunch

12:25pm – 1:40pmExamining Innovation in the Law Firm-Client Relationship

Globalization’s impact on legal clients has fundamentally altered the law firm-
client relationship. Value—whether through alternative fee arrangements,
investments in talent or technology, geographic convenience, etc.—is of
paramount importance to corporate legal departments interested in partnering with outside counsel—a trend which has led to a number of innovative engagements highlighted therein. This conversation explores several instances in which forward-thinking legal departments worked with law firms to engineer asustainable, mutually beneficial business collaboration.

Participants in this session will be asked to identify an area of value to explore with their clients/customers and to ascertain how this area aligns with the greater strategy of their organizations.

Moderator:
Michael B. Rynowecer, President and Founder, BTI Consulting Group

Panelists:

Ken Callander,Founder, Value Strategies

Josh Kubicki, Chief Strategy Officer,Seyfarth Shaw

Jami Segota, Assistant General Counsel, Employment, Ricoh USA, Inc.

An R. Trotter, Senior Director, Legal & Compliance Operations, Harman International Industries Inc.

1:40pm – 1:50pmBreak

1:50pm – 3:05pmChange, Technically Speaking: On Talent, Lawyer Training, and Cultural Recalibration

In addition to elevating the profile of the general counsel’s office, investments by corporate legal departments in advanced technologies has necessitated the formalized training of corporate counsel unaccustomed to such marked transformation. Thanks to the growing popularity of dashboards and metrics, in-house lawyers are expected to engage directly with a number of new technologies as part of their daily routine.This conversation begins with a high-level analysis of the pace of technological adoption in corporate legal departments today, followed by several realworld examples of where and how iconoclastic companies are making in-roads in educating their legal talent.

Through an exercise, participants in this session will be invited to explore the potential value of differing training models at their organizations.

Moderator:

Elizabeth Duffy, Vice President, Acritas US, Inc.

Panelists:

Brian Burlant, Managing Director, Major, Lindsey & Africa

Stephanie Corey,Co-Founder and General Partner at UpLevel Ops; CLOC Co-Founder

Laura Nyquist, General Counsel and Secretary, Teradata

3:05pm – 3:50pm A Corporate Legal Outlook - Today, Tomorrow and Beyond

With an eye towards the future, this discussion will provide a five to ten year outlook on the provision of corporate legal services and operations. Facilitators will lead participants in a discussion around how things such as changes in labor models, outsourcing, the liberalization of rules in the practice of law and technology will affect corporate legal departments within the next decade. This session will conclude with a summation of the day’s events as well as outline some recommended key takeaways.

Facilitators:

Stephanie Corey,Co-Founder and General Partner at UpLevel Ops; CLOC Co-Founder

Jon S. Hoak, Co-Founder and General Partner at UpLevel Ops

3:50pm – 4:00pmClosing Remarks

4:00pm – 5:00pmNetworking Reception