Mar05

Seminar

Legal Operations Executive Leadership Forum

DATE & TIME

8:30-5PM


Event Details

Legal Operations Executive Leadership Forum

March 5-6, 2020

Tarrytown Estate House

Tarrytown, New York

Legal Op Executive Leadership Forum, created by CCBJ, is designed for law department and law firm operations executives. This will be an interactive, high level gathering exchange led by individuals revolutionizing the role legal operations in today’s corporations.

Current Faculty

  • Bryan Brantley, Partner, McGuireWoods
  • Glenn Buggy, Managing Partner, Legal Compliance, Regulatory & Privacy Practice, Caldwell Legal
  • Mike Caplan, Chief Operating Officer, Goodwin
  • Andrea Colby, Former IP Counsel, Johnson & Johnson and Trustee, Albany Law School
  • Michael DeCosta, Managing Partner, Professional Service Practice, Caldwell Legal
  • Darren Guy, Global Head of Legal Operations, AIG
  • Maureen Harms, Associate General Counsel and Managing Counsel, 3M
  • Kristen Herbert, Managing Partner, Legal, Compliance & Privacy Practice, Caldwell Legal
  • Brian Liss, Senior Vice President and Deputy General Counsel, Leidos
  • Kim Maney, Assistant General Counsel and Head, Global Contracting Organization, GSK
  • Matthew Monsour, Partner, McGuireWoods
  • Graceann Pisano, Corporate Counsel, CooperSurgical, Inc.
  • Trish Preston, Senior Vice President, Business Transformation, LFI, MasterCard
  • Audrey Rubin, VP and COO, Aon Global Law
  • Kim Shaffer, Senior Counsel, Cooper Companies
  • Lauren Shy, Global Head, Legal Operations, PepsiCo, Inc.
  • Mark Smolik, General Counsel, DHL
  • Shannon Whitt, Vice President, Program and Project Management, Legal Operations, AIG


Agenda

Thursday March 5, 2020

8:30-9:00 ​Registration and Continental Breakfast

9:15-10:00​ Aligning Legal Operations with the Corporate Legal Department’s Goals and the Overall Corporate Strategy

• Establishing clear priorities to achieve legal and business goals

• Creating a structure which reflects the business strategy

• Fostering an adept, agile environment

• Cultivating a nimble team

• Speaking the same language as the business units

• Operationalizing processes

• An insider’s look at 3M and PepsiCo

Maureen Harms, Associate General Counsel and Managing Counsel, 3M


Lauren Shy, Global Head, Legal Operations, PepsiCo, Inc.

10:00-10:45​Change Management: Assessment & Action

• Establishing a clear vision for change

• Who are the stakeholders?

• Securing buy-in

• Are we better together? When to align the parent company and subsidiaries When not too A look a Shared Cooper Services

• Preparation for change: how we train new lawyers for the future of law

• Process and protocols

• Predictive analytics and AI

• Human Capital

• Demonstrating value to the top of the organization

Darren Guy, Global Head Legal Operations, AIG


Graceann A Pisano, Corporate Counsel, CooperSurgical, Inc.

Kim M. Shaffer, Senior Counsel, Cooper Companies

10:45-11:00​Mid-Morning Break

11:00- 12:00​Hiring, Managing and Collaborating Outside Counsel

• Fee Arrangements

• Budgets

• Bonus

• Technology

• Talent

Moderator:
Bryan C. Brantley,
Partner, McGuireWoods

Panel:

Brian Z. Liss, Senior Vice President and Deputy General Counsel, Leidos

Matthew D. Monsour, Partner, McGuireWoods

In-house speaker to come


12:00-1:30​Luncheon in the Music and Library Rooms



1:30-2:30​Legal Operations Technology Portfolio: An Enterprise-Wide Approach

• Categories of technology solutions

• E Billing

• Contract Management

• AI

• Implementation of technology and use cases

• Performance to budget

• Operationalizing and automating processes

• Measurement and metrics ▪ How you use the technology ▪ Use case to drive change

Shannon Whitt, Vice President, Program and Project Management, Legal Operations, AI

2:30-3:15 ​When to use ALSP’s

3:15-3:30 ​Afternoon Brea

3:30-4:15 ​Session to come

4:15-5:15 ​Data Governance, Privacy and Ethic

5:15​​ Networking Reception

Friday March 6, 2020

9:00-10:00​Talent Management: Attracting, Retaining & Cultivating Your Human Capital

• Finding talent

• From within the corporate legal department

• From within the company/firm

• External recruiting

• Training & Retaining talent

• The importance of mentorship and sponsorship

• Professional development

• Compensation and economics

Andrea Colby, former IP Counsel, Johnson & Johnson and Trustee Albany Law School


Audrey Rubin, V.P., C.O.O., Aon Global Law

10:00-10:45​ We Missed You…But we did not Miss and Beat: Organizational and Reporting Structure to Enhance Empowerment

Mark Smolik, General Counsel, DHL

10:45-11:00 Mid-Morning Break

11:00-11:45​D&I within Ops and Enterprise wide

• DATA

• Corporate Support

• Move the Needle Fund

• Outside counsel diversity

Audrey Rubin, V.P., C.O.O., Aon Global Law


Trish Preston, Senior Vice President Business Transformation, LFI, Mastercard

11:45-12:45 ​Closing Address: Where Do I Go from Here: Professional & Career Development for Legal Ops Execs

• Moving from an in-house legal operations role to law firm management and vice-versa.

• Developing the financial and technological acumen needed to obtain and succeed in a COO role

• The evolving mandate for General Counsels.

• What is expected of today’s GCs?

• The world is not getting any less regulated - where do compliance and privacy fit into the COO’s mandate?

• The use of psychometric assessment in selection of candidates

• What are your drivers and motivators that determine your professional behaviors and shape your professional personaand do they align with a COO job criteria?

Moderator

Michael DeCosta, Managing Partner, Professional Service Practice, Caldwell Legal, Caldwell Partners


Panel

Glenn M. Buggy, Managing Partner, Legal, Compliance, Regulatory & Privacy Practice, Caldwell Legal, Caldwell Partners


Mike Caplan, Chief Operating Officer, Goodwin


Kristin Herbert, Managing Partner, Legal, Compliance & Privacy Practice, Caldwell Legal, Caldwell Partners

Law Department Speaker to come

Law Firm Speaker to come

12:45-1:00​Closing Remarks

1:00pm ​Buffet Luncheon in the Main Dining Room

NOTES

Confirmed not yet assigned to a session:

Kim Maney

Assistant General Counsel,

and Head Global Contracting Organization

GSK

DATE & TIME

8:30-5PM