As an award winning practitioner, consultant and senior executive, Vishal has helped Am Law firms, Big 4 firms and Fortune 500 clients unlock the value of knowledge management and innovation. She has held several operational, consulting and leadership roles for 25 years in enterprise Knowledge Management, spanning all its aspects from business research, knowledge systems and knowledge process outsourcing.Vishal has lived and worked in 4 countries across 3 continents and speaks 5 languages and brings a unique multi-cultural and multi-dimensional experience to the table. She often shares her experiences in Knowledge Management, Change Management, Technology strategy, deployment and adoption, at conferences like ILTACON, AALL, Ark Group's legal conferences, Lex Mundi and the World Bank Group.
Andrew Baker is the Director of Data Analytics at Simpson Thacher. Simpson Thacher’s Data Analytics Group includes specialists from three primary domains: data analytics, data science and information retrieval. This team of specialists is charged with providing the Firm’s leadership, lawyers and staff with actionable insights through the quantification, analysis and visualization of business and practice data.
Prior to joining Simpson Thacher, Andrew was a consultant, providing services to both law firms and corporate law departments. Before consulting, Andrew led one of the first innovation functions within an AmLaw 100 law firm.
Andrew holds bachelor’s degrees in Finance and Management Information Systems from the University of Illinois at Urbana-Champaign, a law degree from Illinois Institute of Technology, and a master’s degree in applied data science from the University of Chicago. He is a certified Scrum Product Owner, a Six Sigma Yellow Belt and a member of the Illinois Bar.
Cindy Thurstin Bare Chief Data and Innovation Officer
Frost Brown Todd LLP
Cindy Bare is the Chief Data and Innovation Officer at Frost Brown Todd, a national firm of almost 600 lawyers. Cindy leads the firm’s strategic data, experience, legal project management, library, and knowledge management initiatives. Cindy’s focus is using data and technology to enhance client service, team performance and overall efficiency. Her team was recently named a finalist for Best Business Team in 2023 American Lawyer Industry Awards.
Prior to joining FBT, Cindy was Senior Director at a legal technology company, where she consulted with large law firms on data strategy. She has also been the Director of Knowledge Management at two global AM Law 100 firms, where her work led to process innovations in litigation case management and client-facing technology.
Cindy is a Prosci® Certified Change Practitioner and a frequent speaker on practice analytics, legal and marketing technology, innovation, and change management.
Catherine A. Bernard
Professional Support Lawyer – US Litigation & Dispute Resolution
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.
A licensed attorney and former litigator, Becky has a passion for building and launching user-driven digital products. She loves getting to know customers, promoting collaboration, and building an inclusive and supportive company culture.
Andrew Brinkman Global Director of Knowledge Management
Fried, Frank, Harris, Shriver & Jacobson
As Global Director of Knowledge Management, Andrew works with a team of client-focused professionals to introduce greater innovation and efficiency across the firm’s practices, systems, and processes.Before joining Fried Frank, Andrew served as a leader in Knowledge Management and practiced as a litigator.
Alex Chiang is Vice President of Customer Success at SimplyAgree. Alex oversees client communication and product responsiveness, new client onboarding, adoption and training, and ongoing support to ensure SimplyAgree users maximize the return on their subscription investments. Alex joined SimplyAgree from Miles & Stockbridge P.C., where he worked as an associate attorney in the firm’s Corporate and Securities Practice Group and was himself an avid user of the SimplyAgree platform. After years of practicing law, Alex’s hands-on experience using SimplyAgree fostered a passion for helping legal professionals realize efficiencies through technology.
Cynthia Cole is a partner in Baker & McKenzie's IP Tech Group where she is also a member of the IP Tech Global Steering Committee. A former CEO and General Counsel, Cynthia focuses her practice in the areas of IP transactions, digital transformation, data privacy, and cybersecurity strategy. Cynthia advises clients on cybersecurity and incident response and compliance with the California Consumer Privacy Act of 2018 (CCPA) and the EU's General Data Protection Regulation (GDPR). She is certified as an Information Privacy Professional (CIPP/E) by the International Association of Privacy Professionals and recognized as a thought leader. A frequent author and speaker, Cynthia is often quoted by leading media outlets on tech transactions, data privacy, cybersecurity and leadership. In 2022, she was recognized as a "Top Cyber Lawyer in California" by The Daily Journal. In 2019, she was recognized as a "California Trailblazer in Data Privacy" by The Recorder for her foundational work in data privacy.
Michael Ertel Practice Innovation and Knowledge Attorney
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.
Dharma Betancourt Frederick Knowledge Management Counsel
Dharma is an experienced litigator with a unique combination of both big law legal experience and targeted KM expertise at Thomson Reuters’ Practical Law division. After graduating from Harvard Law and completing an EDNY clerkship, Dharma joined Davis Polk’s litigation team, where she worked on securities, commercial, and white collar criminal defense matters. She then moved to Practical Law, where she planned, created, launched, maintained, and marketed securities litigation content including practical guidance, standard documents, checklists, and CLE training courses. As KM Counsel supporting attorneys in DLA Piper’s Disputes vertical, she optimizes the overlap of resources and technology between the different practices, while also using her specific expertise on targeted KM projects.
Marlene Gebauer Assistant Director of Innovation (Americas)
Marlene Gebauer is the Assistant Director of Innovation-Americas at Mayer Brown, LLP. Previously a successful practicing lawyer, Marlene transitioned into a legal innovation professional and over the course of her career has had roles in analytics, research, knowledge management, litigation support, docketing, outreach and education, data governance, procurement and licensing. She is an innovation leader, focusing on identifying and delivering solutions that are key to the business success of clients and attorneys.
Marlene is the co-host of the award-winning podcast, The Geek in Review, an ABA Women of Legal Tech recipient and FastCase 50 recipient. Marlene received her BA from Syracuse University, her MLIS from Rutgers, the State University of New Jersey, and her JD from Case Western University School of Law. You can follow and connect with her at http://www.linkedin.com/in/marlenegebauer and @gebauerm.
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.
He lives by “collaboration is key”!
Chief Innovation Officer
GUNDERSON DETTMER STOUGH VILLENEUVE FRANKLIN & HACHIGIAN, LLP
GUNDERSON DETTMER STOUGH VILLENEUVE FRANKLIN & HACHIGIAN, LLP
Joe Green is the Chief Innovation Officer of Gunderson Dettmer. In this role, he leads the firm’s innovation strategy, with a focus on transforming the service delivery platform to provide a more modern experience for both internal and external stakeholders. He is also of counsel in the Gunderson’s New York office, with extensive experience advising startup and emerging technology companies and venture capitalists.
Joe has authored dozens of articles on startup-related issues, the business of law, legal technology and the future of the legal industry. He speaks regularly on these topics at industry and academic conferences, law firms and law schools. Joe’s academic work has been cited by SEC commissioners and staff in public speeches and reports on numerous occasions.
Joe was previously a senior associate at Gunderson and left to join Thomson Reuters as a Senior Legal Editor at Practical Law, the premier online legal know-how service for business lawyers. At Practical Law, Joe created content and technology solutions enabling thousands of law firm and in-house attorney customers in the startup and venture capital space to deliver services more efficiently and effectively. Joe started his legal career as a securities lawyer with Simpson Thacher in New York.
Scott Kaiser Practice Innovation and Knowledge Attorney
Paul Hastings LLP
Scott H. Kaiser is a Practice Innovation and Knowledge Attorney at Paul Hastings LLP. Mr. Kaiser works with the firm’s Employment, Complex Litigation, Securities Litigation, and Antitrust practice areas and is based in the firm’s New York office.
Mr. Kaiser‘s work with the Practice Innovation and Legal Solutions department focuses on optimizing and creating efficient legal processes and workflows, identifying and developing innovative tools and content delivery systems, and leveraging innovative practice technology that ensures practice and client service excellence. Mr. Kaiser works on high-level knowledge initiatives to assess internal knowledge needs and collects, creates, and delivers critical legal content to the attorneys in his practice areas to support their efforts to provide the highest level of substantive legal advice to clients.
Prior to joining Paul Hastings, Mr. Kaiser was a Senior Legal Editor at Practical Law for four years, creating legal know-how content to help litigation attorneys provide better, more efficient service to their clients. Before that, Mr. Kaiser was a practicing attorney for over twelve years, working primarily as an associate at Bryan Cave LLP in that firm’s commercial litigation, labor and employment, and securities litigation and enforcement practice groups. Mr. Kaiser was also Of Counsel at a litigation boutique firm. Mr. Kaiser graduated from Harvard Law School and Duke University.
Daniel Martin Katz Professor of Law at Illinois Tech
Chicago Kent Law
Professor Katz is a scientist, technologist and professor who applies an innovative polytechnic approach to teaching law - to help create lawyers for today's biggest societal challenges. Both his scholarship and teaching integrate science, technology, engineering, and mathematics.
Professor Katz's forward-thinking ideas helped to earn him acknowledgement among the Fastcase 50, an award which "recognizes 50 of the smartest, most courageous innovators, techies, visionaries, and leaders in the law." He was also named to the American Bar Association Journal's "Legal Rebels," a prestigious group of change leaders in the legal profession.
Professor Katz teaches Practice & Professionalism, E-Discovery,Legal Analytics, Blockchain + Cryptocurrency & Law, Introduction to Legal Technology & Innovation, Legal Project Management + Legal Process Improvement and Civil Procedure at Illinois Tech Chicago-Kent Law and spearheads new initiatives to teach law students how to leverage technology and entrepreneurship in their future legal careers. He joined Illinois Tech Chicago-Kent Law in 2015 from Michigan State University College of Law, where he co-founded the ReInvent Law Laboratory, an innovative multi-disciplinary center that focused on the intersection of entrepreneurship, informatics, programming and design thinking to better understand, analyze and design the law.
His work has been highlighted in a number of media outlets, including the New York Times, The Wall Street Journal, Financial Times, BBC Radio, Wired, Vox, National Public Radio, Slate Magazine, Huffington Post, 538, Bloomberg Businessweek, ABA Journal, Law Technology News and The American Lawyer.
David F. Majors Director, Knowledge Management Strategy & Operations
Sidley Austin LLP
Dave Majors is a Director of Knowledge Management at Sidley Austin. Dave helps to lead the development and further expansion of the Knowledge Management department at Sidley, primarily responsible for oversight and execution of the KM strategy and initiatives firm-wide in order to drive efficiencies for both lawyers and staff and to ultimately improve client service. Prior to joining Sidley, he spent 15 years in litigation consulting, focusing on fraud investigations, forensic accounting and damages quantification.
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.
Ms. Miro is one of the co-chairs of the NYC Knowledge Management and Innovation Attorney Network Group. She is also an active volunteer for the International Legal Technology Association and serves as co-chair for PLI’s Knowledge Management and Innovation Summit.
Felicia Morris Director of Legal Technology Solutions
Felicia Morris is the Director of Legal Technology for the Firm’s Client Solutions Group. Since 2002, she has served the Firm as a transactional paralegal, Disaster Recovery project team lead, worked as a PMP® for the Legal Project Management Office, and also directed special projects including the Firm’s recent intelligent budgeting initiative. Felicia and the Legal Tech team administer the Firm’s intranet, extranets and collaboration sites, practice software support, AI tools, document automation and more.
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.
Colette Schuler is a Senior Knowledge Operations Lead in the Global Knowledge Management Department and responsible for developing, managing and executing the department’s initiatives, systems and processes. Colette leads the project team and resources within Knowledge Management, through planning, organizing and controlling a project and/or initiative from start to finish. This position requires an understanding of all the skills needed to complete a project and/or initiative and manage resources and team members across departments. Colette has been with BCLP for 18 years in various client service and project management roles including over five years with the Practice Economics Group. Colette is a management professional with over 30 years of experience in litigation, Risk Management, analysis, project management, product development and deployment. Colette is a certified Six Sigma Black Belt and Project Management Professional and previously held positions at The Boeing Company as a Manager of Risk Management Department, Insurance Litigation and Claims, as well CNA Insurance as a Six Sigma Black Belt in their Risk Management organization.
Evan is the Chief Knowledge and Innovation Officer at the 500+ attorney labor and employment law firm Fisher Phillips, where is busy harnessing the power of A.I. and data analytics for use in legal; creating internal and client-facing collaborative tools; and helping making the practice of law far more efficient for the firm’s attorneys and clients.Passionate about legal tech and legal innovation, in 2022-23 Evan and his team helped develop, and then was the first major firm in the world to deploy, Casetext's CoCounsel, the world's first GPT-4-powered Legal AI Assistant. In 2021, his firm won the American Legal Technology Award's "Law Firm of the Year," and Evan won ILTA's "Innovative Leader 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 law firm partner, having litigating labor and employment matters for a decade. He also frequently writes and presents on KM and Legal Innovation topics, and has appeared on NPR’s Marketplace, The American Lawyer, the ABA Journal, Law.com, the AALL Spectrum, The Modern Lawyer Podcast, LiteraTV, The Knowledge Cast, The Geek in Review, and the Reinventing Professionals podcast, among others. 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.
Leanna R. Simon Director, Research and Knowledge Management
Leanna R. Simon is Director of Research and Knowledge Management at Honigman LLP in Detroit, Michigan’s largest law firm. As creator of the firm’s knowledge management program, she responsible for execution, training, and advising attorneys with best practices across all practice areas. Ms. Simon is active in the law library and knowledge management communities and currently sits as the chair of the Private Law Librarians and Information Professionals (PLLIP) Strategic Directions Committee and member of the American Association of Law Libraries (AALL) Leadership Development Committee.
Iris Skornicki is the Director of Knowledge Solutions at Paul, Weiss, where she is at the forefront of leading the firm’s innovation and practice technology initiatives. Collaborating with lawyers across practices, clients, and a team of skilled knowledge and innovation professionals, Iris applies her deep understanding of AI and data analytics to develop solutions that enhance client service. She has extensive experience in managing complex and strategic innovation projects, from scoping business needs and pain points and evaluating and developing new tools and processes, to overseeing change management and adoption. Iris’ team frequently partners with legal tech startups to customize and shape products to best serve the firm’s and clients’ needs.
Iris is a key member of the firm’s Generative AI Task Force, which ischarged with developing a firmwide responsible use and governance framework, identifying appropriate use cases for further testing and risk-assessment analysis, and creating a firmwide training curriculum to safely leverage generative AI. She also serves as a contributor to the MIT Task Force on Responsible Use of Generative AI for Law. In addition, Iris leads the firm’s generative AI testing program,comparing various domain-specific models and applications to publicly available foundational models, including their performance and applicability across subject matters and workflows.
Prior to her current role, Iris supported the Paul, Weiss Corporate Department as a Knowledge Management Attorney and a Senior Client Resources Attorney, where she developed and maintained practice-specific resources, databases and workflows. Before joining Paul, Weiss, Iris was an attorney at Starwood Capital Group and a member of the Legal & Compliance team at J.P. Morgan.
Iris holds a J.D. from the Benjamin N. Cardozo School of Law, where she served as the managing editor of the Cardozo Public Law, Policy & Ethics Journal, and a B.S. from the London School of Economics.
Alex is a pro-active Senior Director with significant experience in product and content development, early stage & innovative digital product concepts, and customer discovery projects at both market and product levels. He’s dedicated to product management approaches aimed at developing product capabilities and experiences and has led projects within law firms to build user-centric capabilities, adoption of new concepts, and ways of working.
Prior to joining iManage, he was an Innovation Manager at Reed Smith LLP where he coordinated an innovation and culture program to encourage, communicate, connect, and manage a pipeline across the firm’s global network. Prior to his time at the law firm, he spent 17 years developing law firms’ business models in technology, leading projects on developing search and AI capabilities at LexisNexis.
Vice President, Advisors, Evangelists, and Sales Engineers
Barry Solomon Vice President, Advisors, Evangelists, and Sales Engineers
As Vice President, Advisors, Evangelists, & Sales Engineers at Litera, Barry Solomon leads a team of subject matter experts – legal, technical, and business – who help legal teams use technology to win and deliver high quality legal services. Prior to the company’s acquisition by Litera, Barry was on the leadership team of Foundation.
Barry practiced law at Sidley Austin LLP, where he focused on commercial transactions and securitization. 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 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.
Amanda Gudis Stuart
Client Value Lawyer, Practice Innovation and Technology
Amanda Gudis Stuart Client Value Lawyer, Practice Innovation and Technology
Shearman & Sterling LLP
As an award winning KM professional, Amanda partners with lawyers to develop modern and practical solutions to increase profitability, utilization and efficiency. She leads strategic firmwide projects, and she excels at focusing on the people elements of innovation, ensuring that stakeholders embrace and adopt change
Recognized as a 2021 ILTA Young Professional to Watch,Amanda works on some of the most challenging projects in the industry. She is a former practicing lawyer, led customer success for the legal tech vendor Casetext, and has been a part of the industry's most accomplished teams in KM and Innovation at Shearman & Sterling, Cleary Gottlieb and Ogletree Deakins
Courtney is the Director of Research Services at Holland & Knight where she leads research, technical services, digital solutions, contracts, competitive intelligence, and business analytics and diversity data teams. She serves on the Wolters Kluwer Insights Leaders Council, and is an alumni of the Thomson Reuters Information Professionals Advisory Board as well as the Board of the Law Library Association of Greater New York. She won the 2023 AALL Spectrum Article of the Year Award with co-author John DiGilio, and is an American Association of Law Libraries Academy Fellow.
Alejandro Vallellanes is a business lawyer and legal knowledge management leader with extensive experience building knowledge management and legal operations, from the ground up, for leading global law firms and scaleup companies. Additionally, he has an acute understanding of building teams of professionals, culture and managing training programs. Alejandro is well-versed in implementing scalable processes, playbooks, and delivering strategic and operational excellence by focusing on legal efficiencies, metrics and data driven process improvements.
Rachel Shields Williams Director, Knowledge Management Enablement & Insights
Sidley Austin LLP
Rachel Shields Williams is a Director of Knowledge Management at Sidley Austin. 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.
Sahil Zaman Head of Business, Legal Transaction Management
Sahil is Head of Business, Legal Transaction Management for iManage and a co-founder of iManage Closing Folders, a market-leading legal transaction management (LTM) solution used by firms on over 4,500 active deals per month. Sahil is a lawyer and worked at the Toronto office of Baker & McKenzie before founding Closing Folders. He also served in the Canadian Armed Forces, including a tour in Afghanistan in 2008.