Toby is responsible for the product and marketing strategy as well as tactics to create interest, demand and recognition for Microsystems and its products. She works closely with Microsystems clients across the Legal and Life Sciences industries to optimize products and drive improvements in order to maximize user efficiency and ensure value. Toby manages the product roadmap and drives the go-to-market plans including ensuring an optimum customer experience of software products and releases. She coordinates the development and execution of marketing campaigns and events as well as product training, documentation, support and consulting services associated with product releases. Toby has worked in the legal industry since 1998, beginning with her role at Interface Software (now a part of LexisNexis), where she oversaw the evolution of the CRM product, InterAction, from a client server-based application to a web-based application architecture.
Michael is the Chief Technology Officer at Gibbons P.C. based out of the Newark, New Jersey office. He has over 13 years’ experience working in the legal technology industry and leads the firm's Information Technology Department for all its offices. Michael works with the management team to design and deploy strategic technology for the firm and its clients. His areas of responsibility also include technical support, training and education, telecommunications, security and governance as well as new matter intake/conflicts of interest.
Michael received his M.S. in Computer Science from Long Island University in 2000. He received a B.S. from Binghamton University in 1996.
He is a member of the International Legal Technology Association (ILTA) and a member of Gibbons P.C.'s E-Discovery Task Force. Michael has spoken at various conferences on topics ranging from Document Management to Cloud Technologies.
Founded in 1926, Gibbons P.C. has over 230 attorneys in 5 offices located throughout New Jersey, New York, Philadelphia, and Delaware.
Andreas M. Antoniou is responsible for all enterprise IT strategies and initiatives, including architecture, infrastructure, security, application development, operations and support. Additionally, Andreas oversees the Firm's Knowledge Management program, Business Intelligence and Research program and Discovery services.
Tom serves as Chief Knowledge Officer at Reed Smith LLP. In Tom’s role as CKO, he helps assess technology tools that increase efficiency, streamline processes and improve productivity for the firm's lawyers and its clients. Previously, Tom was the CKO at Sheppard Mullin. Before joining Sheppard Mullin, he held a senior-level position at Foley and Lardner. Prior to that, he consulted for years with law firms and corporate legal departments.
Tom is a recognized leader in the industry: he was one of the Computerworld Premier 100 IT Leaders for 2010, Champion of Technology - LTN Awards 2009, Most Innovative Use of Technology by a Law Firm - LTN Awards 2009, ILTA SharePoint Innovator of the Year, 2009, First Place, Interwoven Matter Centric Computing design - ILTA, 2008, named 2005 Legal IT Innovator of the Year by the Legal IT Forum, and was featured on the cover of the Nov/Dec 2005 issue of Law Firm Inc. magazine; and he was a member of the management team that won the CIO 100 Award in 2002 from CIO Magazine. Tom serves on the advisory boards of Law Technology News, Law.com, the Cal State Fullerton Knowledge Management Advisory Board and Lexis Nexis. Tom also served as the Regional Vice President of the International Legal Technology Association from 2003-2009.
He is a nationally renowned speaker and author, with more than 100 conferences and articles to his credit. Tom is the Regional Vice President of the International Legal Technology Association. Tom received his undergraduate degree from the University of Southern California, where he was in the top 10 of his class.
As the Firm's first Chief Knowledge Officer, Mr. Benamram provides White & Case strategic direction on knowledge management and technology and leads the Knowledge Management department in developing and implementing the systems and processes that enable the Firm to use its collective knowledge to benefit its clients worldwide.
Mr. Benamram is a globally recognized thought leader and a frequent speaker on legal technology and knowledge management subjects. He has won numerous awards for the design and development of AnswerBase, an intelligent search system that offers lawyers and staff a powerful one-stop source for finding, understanding and using the vast array of information needed to serve clients.
Prior to joining White & Case in late 2008, Mr. Benamram was Firmwide Director of Knowledge Management and Head of the Israel Desk at Morrison & Foerster. He formed and led the Firm's knowledge management department and helped represent Israeli businesses in the United States and Asia, as well as global investors in Israel.
Mr. Benamram was a practicing lawyer until 2002. His practice focused on corporate and securities law, assisting clients primarily with public offerings, mergers and acquisitions, and joint venture agreements.
Prior to joining Morrison & Foerster, Mr. Benamram spent a year as a visiting lawyer in the corporate department of Fulbright & Jaworski's New York office. Between 1996 and 1998, he was an associate with Danziger, Klagsbald & Co. in Israel, where he concentrated on commercial litigation and corporate disputes. Mr. Benamram clerked for the Honorable Justice Mishael Cheshin of the Supreme Court of Israel between 1995 and 1996.
Born in Jerusalem in 1967, Mr. Benamram received his BA in Economics from Tel Aviv University Faculty of Social Sciences, magna cum laude, and his LLB from the Tel Aviv University Law School in 1995. He served as Chairman of the Law School Student Council, helped to establish and volunteered in the Tel Aviv University Civil Rights Clinic and received the Law School dean's fellowship for his social involvement. Mr. Benamram was a Major in the Israel Defense Forces, where he served as a Tank Company Commander.
Bryn Bowen, CRM, Principal, Greenheart Consulting Partners LLC.
Bryn Bowen is the Principal Consultant at Greenheart Consulting Partners LLC, based in New York City. Greenheart Consulting provides strategic Information Governance (“IG”) and operational Records and Information Management services across all verticals, with a focus on “big data” analytics to create an enterprise IG framework to reduce risk and promote business growth. The firm also provides counseling on retention and defensible disposition, electronic information management as well as new business intake, conflicts and general risk and compliance counseling to the legal and financial services industries. Bryn was formerly Director of Records Information Management at Greenberg Traurig LLP, a 1750 lawyer and 35 office law firm, where he established a global information governance and records management program and reengineered the NBI Conflicts program.
Bryn can be reached at: email@example.com LinkedIn at www.linkedin.com/in/brynbowencrm and on Twitter at @brynguy
Please also visit www.greenheartllc.com for additional information.
Connie Brenton is Chief of Staff and Director of legal Operations at NetApp Inc. Prior to joining NetApp, she served as the Legal Operations Director at Oracle and the Chief of Staff and Director of Legal Operations at Sun Microsystems. Before going in-house, Connie was a civil litigator.
Connie holds a JD, an MBA and a BA in Economics. She has an expertise in legal process outsourcing, frequently speaking and writing on the topic. She is a founding member of CLOC (Corporate Legal Operations Consortium), a bay area consortium of senior legal operations executives. Connie writes a monthly technology column for InsideCounsel.
Connie was born and raised in Colorado and currently lives in the San Francisco Bay Area.
Michael Caplan is the Director of Operations for the Office of the General Counsel at Marsh & McLennan Companies. He has been with the organization since March 2011. Michael manages global operations, administration, finance and technology projects supporting Legal, Risk Management and Government Relations.
Michael’s background includes roles in both corporate and consulting management positions where has worked with over 30 General Counsels in managing data analytics, technology project implementation, law firm relationship management and financial management. In consulting, he focused on managing engagements related to Intelligent Cost Reduction for non-compensation expenses, Program Management, Compliance, Risk Management and Legal Spend Management. These practice areas focus on building relationships with corporate legal, sourcing and finance departments. With Legal, he focuses on teaching attorneys to use technology solutions to drive optimal return on investment for the business through the use of metrics, reports and trend analysis. Additionally, Mr. Caplan has worked with General Counsels, Legal CAOs and CIOs to develop reporting metrics and dashboards to focus on key spend areas such as Litigation, eDiscovery, Outside Counsel Accruals and Alternative Fee Savings. Finally, Mr. Caplan hosts a quarterly Legal Advisory Roundtable where industry executives come to discuss best practices, technology solutions and current issues facing the office of the General Counsel.
Mr. Caplan is a former Vice President and director of finance for the Legal Department at Goldman Sachs in New York. He has extensive experience with outside counsel, vendor relationships with technology providers for billing and matter management, program management, and financial reporting. Mr. Caplan has nearly ten years of experience in the accounting, financial, investment and consulting businesses and ten years of corporate legal experience. He holds a Master of Science in Accounting from American University and Bachelors of Finance from George Washington University in Washington, D.C.
Carolyn Casey, Esq.
Carolyn Casey, Esq., leads Iron Mountain’s legal vertical business, where she focuses on bridging emerging information governance and traditional records management law firm needs. She brings a broad perspective to the role, with a background in AmLaw100 law practice, eDiscovery and global business. She is a founding member of the Law Firm Information Governance Symposium, which Iron Mountain established in 2012, to disseminate best practices for building IG in the unique setting of law firms.
Follow Carolyn on Twitter @ccaseynow and read her posts on the Iron Mountain blog
Tim Coker, GCFE
Tim Coker brings over twenty years of experience in network and systems administration, engineering, security, digital forensics, technical consulting, design, and management to All Covered the IT Services Division of Konica Minolta Business Solutions, U.S.A., Inc. As Information Security Practice Manager, Tim directs all security program management, compliance and security services for clients and internally for All Covered. He has a deep knowledge of Windows, UNIX, networking, and security technologies as well as numerous certifications from major vendors such as SANS, Microsoft, Sun, IBM, HP, Citrix, Checkpoint, SonicWALL, Cisco, and many others. Tim began his career with the United States Coast Guard, where he served five years and was awarded the Good Conduct Medal, National Defense Medal, and other commendations. While in the Coast Guard, he received extensive training on the installation, operation, and maintenance of electronic warfare systems, computers, and related equipment. A native of Florida, Tim resides in his hometown with his wife and two children.
Vern Cole brings more than 20 years of risk management and information security leadership to his role as Security Architect at Perkins Coie, an international firm of 900 attorneys. Vern’s background in information security consulting and as information security officer for organizations in the technology and legal industries affords him a unique perspective as a change agent, and in his approach to many aspects of risk management and information security. Vern joined Perkins Coie in 2010, a Seattle-based law firm known for its marquee list of high-tech clients and is based in the firm’s Seattle office. Previous to Perkins Coie, Vern was the CSO for Varolii, a Seattle based technology enterprise, and Director of Western Consulting at VeriSign.
David is a veteran advisor to large law firms and the Chief Information Officer of Winston & Strawn. Backed by one the best teams in the legal market, he is accountable for creating a competitive edge for the firm using technology, information, and business processes. David's areas of responsibility include IT, library/research, practice and client services, project management, risk management, e-discovery, change management/training, records, and docket for 2,000 users across 18 offices. He was previously Managing Director of the IT and management consultancy Hildebrandt Baker Robbins, where he led the technology strategy and risk management practices, advising over 200 firms in the United States, U.K., Europe, and Asia.
Ross specializes in strategic implementation of audiovisual and collaboration systems for the legal market and corporate headquarters projects. Ross’ more than 20 years’ experience in the technology industry includes audiovisual strategy and design, IT project management, and data center design. He holds certifications in audiovisual design, project management, service management, and information technology systems.
Galina Datskovsky, Ph.D., CRM
Dr. Galina Datskovsky is currently an independent consultant. Formerly Vice President of Information Governance at Autonomy an HP Company. She is Chair of the board of ARMA International (2012-2013), a not-for-profit Records and Information Management education organization. Formerly she was Senior Vice President of Architecture at CA Technologies, responsible for corporate-wide architecture and design initiatives, General Manager of the Information Governance Business Unit and a Distinguished Engineer. She joined CA in 2006 with the acquisition of MDY Group International, where she served as founder and CEO. Galina is a Certified Records Manager (CRM) and is recognized around the world as an expert in information governance and associated technologies. She has been widely published in academic journals and speaks frequently for industry organizations such as AIIM, ARMA International, The Association of Legal Administrators, ILTA, IQPC and Cohasset Associates/MER. She received the NJBIZ: Best 50 Women in Business Award in April 2010. Prior to founding MDY, Galina consulted for IBM and Bell Labs and taught at the Fordham University Graduate School of Business and the Graduate School of Arts and Sciences at Columbia University. She received her CRM certification in 2004 and earned doctoral and master’s and bachelor’s degrees in Computer Science from Columbia University.
Paul Domnick joined Litéra’s board in October 2013. He is assisting the board with business strategy and development. He brings special knowledge about the utility of Litéra’s software products in managing risks in financial services.
Paul was CIO of Freshfields Bruckhaus Deringer from the beginning of 2009 until November 2013. There he was responsible for a global team of more than 300, covering all areas in IT & IS such as change management, information security, infrastructure operations and helpdesk support, technical architecture, vendor management, application support, programme and project delivery. .
He was previously group chief technology officer and deputy head of IT for Zurich Financial Services (ZFS) responsible for technology strategy, standards, enterprise and applications architecture across the entire business. Before taking on this role in early 2007, Paul was head of global IT sourcing for ZFS.
Paul joined Zurich in 2004 from Deutsche Bank where he was global head of data centers. Earlier in his career he held a number of executive positions with financial services and technology organisations covering areas such as global deployment, service delivery, and account management of large IT portfolios.
Paul is a graduate of Jesus College, Oxford and lives near Zurich in Switzerland
In his current role, Chad leads the Global Practice Services and Business Intelligence groups at Gibson Dunn with members in multiple locations covering practice solutions, business intelligence, litigation support, application development, marketing technologies, knowledge management, desktop and web applications.
Before joining Gibson, he was the head of Prosapia consulting firm, working with Fortune 500 clients providing solutions for knowledge management, business intelligence, enterprise search and portal initiatives. Between 2002-2009, he served as the Global Manager of Client and Practice Systems at White & Case LLP. In this role he was in charge of knowledge management initiatives, practice solutions and client applications. Before joining White & Case in 2002, he held a senior level position at Shearman & Sterling overseeing Web Technologies and Application Development. Last 18 years in the legal market, Chad has led various technology projects including litigation support, knowledge management, intranets, extranets, custom built internal applications, client-facing collaborative solutions, social media and other large scale development projects.
Chad holds a Master’s degree in Information Technology with minor in Industrial Management and Workplace Psychology. He is currently working on his PhD in Information Management focusing on artificial intelligence and data mining.
D. Casey Flaherty
D. Casey Flaherty is corporate counsel at Kia Motors America, Inc. where he oversees dealer-related legal matters and electronic discovery. Before moving in-house, Casey served time in BigLaw where his practice focused on complex commercial litigation and electronic discovery. Based on what he witnessed in BigLaw, Casey developed a technology competency audit that he administers to his outside counsel. Casey is currently in the process of automating his audit and offering it free to other in-house counsel. Casey regularly writes and speaks about his audit, legal technology, electronic discovery, budgeting, and other topics. The opinions he expresses are his own and not those of Kia Motors America, Inc.
Steve Fletcher, Chief Information Officer at Parker Poe Adams & Bernstein LLP, a 220-attorney firm based in Charlotte, North Carolina, has more than 29 years of experience in law firm technology. He’s served in executive positions with Informatics Legal Systems and Financial Software, Inc. and has extensive strategic IT consulting expertise with medium to large law firms. Prior to joining Parker Poe, Steve spent five years as the Director of IT & Facilities at Maples and Calder, an international law firm based in the Cayman Islands. He is the 2009 recipient of the LTN “IT Director of the Year” Award.
Jim Fortmuller has 15 years of experience in IT and IT Security. He is currently Manager of Systems Security at Kelley Drye & Warren LLP, a law firm with 6 offices, and approximately 350 attorneys. He has been responsible for assessing the security of the firm, designing and implementing security policy, monitoring systems in place, security awareness, incident response, and security audit response. He is currently a member of the ILTA Information Governance Peer Group Steering Committee, and has presented on security topics for ARMA, ILTA, LegalSEC, ALA as well as the CIO-CTO forum at LegalTech.
"Raghunandan (Raghu) is a Senior Director of Product Management with the Citrix Mobile Platforms team, responsible for XenMobile – Citrix's comprehensive enterprise mobility management solution, that brings together Mobile Device Management (MDM), Mobile Applications Management (MAM), Mobile Content Management and Mobile Network Management. Raghu has been with Citrix for over 8 years, working across multiple products including NetScaler and Secure Remote Access with the Citrix Gateway, and most recently building out Citrix's mobility management strategy that leverages deep domain expertise in networking, security and application delivery. Prior to Citrix, Raghu was with Intel working with their engineering team. Raghu is a computer science engineer by qualification, with a masters in business management"
Roberta Gelb is President and Founder of Chelsea Office Systems (www.chelseaofficesystems.com). She is sought-after for her expertise in systems design, implementation, training and the human factors involved with the effective use of technology. With over 30 years’ experience, Roberta has worked with virtually all phases of management consulting including computer software implementation and support in a wide variety of law firms and other industries.
Roberta frequently writes for Law Technology News (www.lawtechnews.com) and Law Firm Inc. She is a member of the Law Technology News Editorial Advisory Board. Roberta is best known for her article in Law.com (http://www.law.com/jsp/law/index.jsp) “Beware the Hidden Costs of Bad Formatting” in which she demonstrated that the loss to a firm from badly formatted documents can cost firms $800,000 a year or more. She served as a member of the Program and Steering Committee of the Professional Legal Trainers Group.
Roberta founded Chelsea Office Systems, Inc. in 1984 after holding significant management positions in office automation and systems at CBS, Inc. and at The Dun and Bradstreet Corporation. Roberta’s experience with legal applications began while c the CBS Records Law Department in New York and Los Angeles. Following that experience, she worked closely with the Corporate Law Department. Under her leadership Chelsea Office Systems has achieved a reputation for creative problem-solving in the law firm and successfully trained thousands of attorneys, administrators, secretaries and operators in efficient and productive use of the latest technology.
Gavin Gray brings more than 15 years of organization and project leadership experience within large law firms to his role as Chief Information Officer at Perkins Coie, a national firm of 900 lawyers. Gavin’s background includes leadership roles within and outside of technology, which affords him a unique perspective on many aspects of law firm operations and organizational dynamics. In 2010 Gavin joined Perkins Coie, a Seattle-based law firm known for its marquee list of high-technology clients and is based in the firm’s New York office.
Jamie S. Herman
Jamie Herman brings with him more than 15 years of experience in information security, risk management, and information technology. Currently the Manager of Information Security for Ropes & Gray LLP, Jamie’s expertise covers a diverse range of areas including implementing information security programs, data privacy, digital forensics, access control, leading innovation initiatives, and leading a global team. His passion for assisting law firms improve their security posture in all facets of business has been a key to his success. Having led vulnerability management plan efforts, security strategy and policy design initiatives, Jamie collaborates with a wide network of public and private industry information security experts to deliver forward-thinking security thought leadership to the legal information security industries. Jamie holds a BS in Computer and Digital Forensics from Champlain College (Summa Cum Laude), sits on the LegalSec steering committee, and has presented at numerous ARMA, ILTA, and information security industry events.
Leigh Isaacs, IGP, CIP is the Director – Records & Information Governance for Orrick, Herrington & Sutcliffe LLP. She has over 25 years of combined legal and information management experience. Leigh's expertise includes deployment of enterprise programs, development of information management programs, on and off-site storage considerations including outsourcing, process improvements, evaluation and implementation of technology solutions and the disposition of information for dissolved entities.
An active member of ILTA, Leigh currently serves as the Information Governance Peer Group Vice President. She is also a Steering Committee member for the Law Firm Information Governance Symposium and is a Trustee for the ARMA International Education Foundation. She is a published author and speaker on issues relating to information governance.
Leigh can be reached at firstname.lastname@example.org or 202-339-8630.
Geoff Joynt manages global sales and field operations at Frayman Group.
With over two decades of sales leadership, Joynt is a professional services industry veteran. Prior to joining Frayman Group, Joynt was with LexisNexis as Vice President & Managing Director of Sales, Martindale-Hubbell Web-Based Marketing Solutions. Prior to this position, he held other senior leadership roles at LexisNexis in its Software Products Group and Legal Research divisions. Prior to LexisNexis, he headed sales and global field operations at Aderant.
Joynt holds a Bachelor’s degree in Economics from York University in Toronto, Canada.
Kevin Kiley is the director of enterprise solutions at AirWatch, the global leader and innovator in mobile security and the largest Enterprise Mobile Management (EMM) provider. In this role, Kiley leads the U.S. and Canadian Enterprise Sales team, supporting the diverse needs of AirWatch’s largest clients.
Prior to joining AirWatch, Kiley spent almost ten years with Vector Networks, a U.K. based IT asset and service management technology provider. He held a variety of roles throughout their operations in both the United States and the United Kingdom. Most recently, Kiley served as Vice President of North American Sales, overseeing both direct and channel sales throughout the U.S., Canada and Latin America.
Kiley holds a master’s degree in business administration from the Sorbonne where he graduated summa cum laude with additional post-graduate studies in technology commercialization at Oxford University. He is a Gold Belt in Lean Six Sigma. Kiley resides in Atlanta and sits on the International Business Board of the Technology Association of Georgia (TAG).
Peter Lesser is the Director of Global Technology at Skadden, Arps, Slate, Meagher & Flom LLP, where he has worked since 2006. He is responsible for the Firm's technology strategy, planning and implementation and oversees applications and user support, business systems, infrastructure and operations, security and development.
As a result of Peter's commitment and service to the Legal Aid Society of New York in 2006 he received their Pro Bono Service Award.
Prior to joining Skadden Arps, Peter helped to create Kraft Kennedy & Lesser, Inc, a systems integration and consulting firm specializing in the legal community. Peter spent 18 years at KKL and served as the firm's Managing Partner.
Peter is a 1985 graduate of Brown University (Magna Cum Laude) with a degree in Computer Science.
Teresa Loccisano joined LexisNexis in 1999 following her time as a member of Chadbourne & Parke’s extended litigation support team. As an Account Executive with the company she spent her first six years assisting library teams and legal, research & writing professors at several New York state-based law schools with creating curriculums and instructing students on performing on-line legal research. In 2006 she began working with law firms on their strategic use of docketing information for matter management, business development and industry knowledge. As LexisNexis grew its e-Discovery investment, she joined a newly formed team of Litigation Specialists. Since 2007, Teresa has supported NYC-based clients with their in-house EDRM-centric workflows and as of June of this year, works with North East-based AmLaw 200 firms, litigation boutiques, Fortune 500 companies and litigation service bureaus on their cloud-computing and e-discovery hosting needs.
Brian McCauley is the enterprise-wide Director of Information Governance for the law firm of McDermott, Will & Emery LLP, and is based in Washington DC. He enthusiastically embraces a vision of changing the perception of the traditional records and information management department into a dynamic organizational core service under the umbrella of Information Governance ("IG"). The reality of this vision has arrived, and Brian is one of many IG thought leaders who are implementing this 21st century concept within their own organizations. In April of 2013, McDermott formally re-branded the records department as Firmwide Information Governance.
Under an enterprise-wide Information Governance Policy and Retention Schedule he developed, Brian has complemented records management services with a focus on data protection, risk mitigation and HIPAA compliance. Under the direction of the Firm's General Counsel, Brian is responsible for legal holds management and the internal discovery and production process of potentially responsive content. Through adopted IG principles and processes, Brian oversees matter mobility controls for incoming and outgoing information. Within a complex RMS implementation he is leading, records retention controls are being embedded through an RMS/DMS integration to manage both the retention and scheduled disposition of DMS and physical records content.
Brian has been a Records and Information Management Professional continuously for over 33 years, earning his Certified Records Manager (CRM) in 2007.
Greg Murphy, Senior Director - Wilson Legal Solutions has over 12 years of legal experience, specializing in the area of Business Intelligence and analytics. Greg previously held positions as the BI team leader at Wilson Technologies. Greg also held positions as a Technical Manager and Product Manager at Elite in the areas of Business Intelligence and Financial Reporting.
Lindsay Sanchez is a senior vertical and solutions leader with 13 years of experience developing, planning and executing go-to-market strategies for multi-billion dollar high-tech companies. Lindsay works for Citrix, a $2.6 billion provider of mobility, desktop virtualization, cloud networking, collaboration and data sharing products that empower people to work anywhere, on any device. She is responsible for defining and executing the company-wide enterprise and vertical solutions marketing strategy. Her current focus includes Healthcare, Financial Services & Insurance, Legal and Education. Since joining Citrix in early 2006, Mrs. Sanchez has served in a variety of product and solutions marketing leadership roles. She holds a bachelors degree from Middlebury College in Vermont.
With over 15 years of experience in applying technology to legal business challenges, Erik has held a wide range of responsibilities that includes development, project management, implementation, operations, account management, business management, product management and marketing. In his current role Erik has global responsibility for strategic development and market positioning for the complete family of OpenText’s eDOCS & Legal Solutions. Erik serves as prominent internal evangelist for the specific needs of the legal community and is a frequent speaker at legal focused educational events.”
Sam Shipley is the Co-Chief Operating Officer and Chief Information Officer for Cole Valley Software, a legal and professional services software company that delivers fully integrated firm-wide marketing automation. Sam’s experience in integrating marketing, accounting, human resource, and business process data is a perfect fit for Cole Valley as he manages their product development and support functions.
Prior to joining Cole Valley, Sam was the Chief Information Officer at Ulmer & Berne LLP, a firm that is among the 250 largest law firms in the United States. There he oversaw all the information needs for a practice of approximately 185 attorneys and 200 support professionals in four offices throughout the Midwest. He helped facilitate the firm’s substantial growth by managing multiple office relocations and start-ups and by creating an internal consulting function within the IT organization to deliver customized solutions to various practice groups. During his tenure, he also served as the firm’s interim Marketing Director and interim Executive Director.
Recently, he has attracted national attention across the legal industry with a software innovation created in 2009 that helped a firm substantially reduce the average duration of its outstanding client accounts receivable. The product, Client Relationship Console, integrates elements of an organization’s VoIP phone system, customer relationship management system and time & billing system to better facilitate client collections. The system is now being sold to and used in other law firms.
Like many innovators, Sam has a diverse professional background, which has helped him gain in-depth knowledge of how the various functions within an organization leverage and share information. He began his professional career at the Federal Reserve Bank, where, as a programmer analyst, he helped develop and implement a nationwide deposit accounting and automated clearinghouse system for all 12 Fed districts. He later served as an assistant vice president for human resources at a major bank, and as an assistant director of professional and organizational development for Ernst & Young’s National Consulting Division, where he supervised a staff of 25 professionals. Most recently, he was director of operations for Whole Health Management, a nationally admired high-growth health-management organization.
Sam holds a degree from Muskingum College, and has served as an instructor at Cuyahoga Community College and
Steven Shock is the Chief Technology Officer for Irell & Manella LLP. With over 20 years of experience in legal information technology, he has held roles as IT Director, Systems Integration Manager, Lead Systems Engineer and IT Support Specialist. Steven is currently peer group vice president of ILTA’s Server Operations and Security Peer Group Steering Committee, and was a finalist for the Los Angeles Business Journal CIO of the Year 2012.
Ms. Skokowski joined Accellion in February 2007. She has more than 20 years experience in new product introduction for pre and post-IPO companies in Silicon Valley. Prior to Accellion she was VP Marketing, at General Magic, where she spearheaded the market introduction of a VoiceXML voice development platform. As Director Marketing, Echelon Corporation, Ms. Skokowski created an industry recognized standard for interoperable control networking. Earlier in her career she worked as a product manager and application programmer of high speed vision-guided robots for Adept Technology.
Ms. Skokowski has served as a Board Member of Teradata’s Ecommerce Board of Advisors, Director for the ComputerWorld Smithsonian Awards Program and Executive Director to the LonMark Interoperability Association.
Ms. Skokowski received a BA and MA Honors in Engineering Science from Oxford University and an MS in Robotics from UC Berkeley.
Norm is the Chief Commercial Officer for Litéra®, responsible for the continued growth of the company through direct legal and corporate sales.
As a recognized industry leader in technology for professional services firms, Thomas spent 8 years with Microsoft as Director of Industry Market Development for the Legal and Professional Services solutions business, focusing on customer engagement and channel-building in the services sector globally. Before joining Microsoft, Thomas was a Client Partner for Cambridge Technology Partners in enterprise-scale project management and client development, and before that was President of Softec Solutions, Inc., a systems integrator for small- and medium-sized manufacturing companies.
He holds a Bachelor of Science in Accounting from USC and an MBA in Finance from the University of Washington and is a Certified Public Accountant in the State of Washington.
Dr. Shinichi Urano, theoretical physicist turned entrepreneur, is one of the co-founders of Kubisys, where he wears many hats. Prior to Kubisys, he spent many years working closely with both development and operations teams in a software development firm, which is where he first noticed disparate cultures and resulting inefficiencies. Shinichi was instrumental in the original development of the Thin Capture solution and is passionate about Kubisys' mission to help IT deliver value more quickly and safely.
As Stroock's Chief Information Officer, Kermit brings over 20 years of experience in IT strategy, operations and project management to all areas of the Firm's technology and litigation support in 3 national offices. Kermit is active in the Legal IT and e-Discovery / Litigation Support communities and has been a speaker at the ILTA annual convention, the LegalTech CIO Forum and the PLTG IT Director Panel. With his guidance, Stroock has made significant changes to the technologies in use, implementing a new Document Management System, VOIP phone system, and virtualized data center and co-location site, and introduced technologies that enhance attorney productivity including enhanced time capture and knowledge management platforms. Prior to joining Stroock, Kermit worked at a top AMLAW 100 firm in New York and was responsible for IT operations at 2 software companies, a financial services firm, and the NYC public schools.
ED WALTERS is the CEO, member of the board of directors, and co-founder of Fastcase, an online legal research software company based in Washington, D.C. Under Ed’s leadership, Fastcase has grown to one of the world’s largest legal publishers, currently serving more than 600,000 subscribers from around the world.
Before founding Fastcase, Ed worked at Covington & Burling, in Washington D.C. and Brussels, where he advised Microsoft, Merck, SmithKline, the Business Software Alliance, the National Football League, and the National Hockey League. His practice focused on corporate advisory work for software companies and sports leagues, and intellectual property litigation.
Ed worked in the White House from 1991-1993, first in the Office of Media Affairs and then in the Office of Presidential Speechwriting. After working in the White House, he was the lead account executive in an influential Washington public relations boutique. He has written for The Washington Post, The New York Times, The University of Chicago Law Review, The Green Bag, and Legal Times, and has spoken extensively on legal publishing around the country.
Ed earned an A.B. in government from Georgetown University and a J.D. from the University of Chicago. He served as the Editor-in-Chief and Chairman of the Board of Directors of The Hoya, Georgetown University’s college newspaper, and during law school, he served as an editor of The University of Chicago Law Review. From 1996-97, he served as a judicial clerk with the Hon. Emilio M. Garza on the U.S. Court of Appeals for the Fifth Circuit. He is a member of the Virginia State Bar, and the District of Columbia Bar, and he has been admitted to practice in the U.S. Supreme Court and the U.S. Courts of Appeals for the Fourth Circuit and Fifth Circuits. He serves on the boards of Pro Bono Net, Public.Resource.org, Friends of Telecom Without Borders, and Salsa Labs. He has served on the Visiting Committee for the University of Chicago Law School, and the Visiting Committee for the University of Chicago Main Campus Library System.
Mr. Wisinski has been in the legal technology industry for more than 20 years and currently serves as the firm’s Chief Knowledge Officer. As one of the many hats Wisinski wears in his position, he is the firm’s internal consultant for matters that deal with electronic evidence, litigation hold, records retention issues, and litigation technology. Wisinski is also an active member and participant of The Sedona Conference (http://www.sedonaconference.com).
Wisinski has presided over the firm’s innovative electronic discovery practices since mid 90’s, when the firm’s Securities Litigation practice helped transform the requirements for electronic preservation, especially immediate preservation issues. He has overseen data management for numerous litigations and investigations. Wisinski uses technology tools to manage the large volume of electronic data these litigations and investigations produce, ensuring that discovery documents, testimony, and exhibits are organized and readily accessible to meet the needs of the case at hand.
Mr. Wisinski regularly advises clients and the firm’s attorneys in the following areas:
Preservation of evidence and the litigation hold process
Document review and production
The Federal Rules of Civil Procedure as it relates to electronically stored information
Knowledge management issues
Christopher Zegers has been solving problems for law firms since 1997. From bringing the Internet to their desktops, to bringing their desktops to iPads, he has coerced and guided attorneys through the endless technical changes required to keep firms competitive. Chris has had his share of facilitating practice group arrivals and departures, merging firms, and growing firms. He has built out new offices and data centers, and has introduced Knowledge Management and Practice Support departments to law firms that traditionally grouped these services with Information Technology. Chris earned his Master’s Degree in Information from the University of Michigan. He is currently the Chief Information Officer for Lowenstein Sandler LLP.
Jeff Schwarz is Polsinelli's Chief Operating Officer, managing the firm’s business service units and implementing its strategic initiatives. Focused on enhancing client value in this rapidly changing legal market, Jeff designs and delivers solutions for the business needs of the firm and its clients. As a member of the senior executive team, Jeff is responsible for aligning the firm’s operational processes, strategies and objectives.
Jeff's style of leadership through collaboration is an important part of the Polsinelli culture. Jeff partners with teams, builds on strengths and fosters relationships to enhance that culture and further his continuing commitment to outstanding client service. His broad range of business and legal experience gives him unique insight into many aspects
of firm and client operations, as well as the organizational interdependencies that drive performance.
Jeff received his BBA in Finance from Iowa State University and his JD from Case Western Reserve University. Jeff's diverse background includes time as a partner in an AmLaw Top 20 law firm, Chief Information Officer, Financial Systems Consultant and Principal of a startup company. Throughout his career, he has been a forward thinking developer of innovative solutions. Whether for local businesses or multinational organizations, his signature is making the complex simple.
Maribel Rivera is an innovative, adaptive and focused independent marketing consultant who understands how to develop successful campaigns and programs to create long term relationships. Focused on providing her clients with intelligent, thoughtful and forward-thinking marketing and event strategies that help people connect with each other and with their company.
Maribel Rivera was previously the Vice President of Marketing & Operations at The Cowen Group. Her responsibilities included planning and executing the events and marketing strategy for TCG including Leadership Breakfasts, Signature Dinners, Executive Communities, industry conferences and corporate retreats. She was also responsible for creating and overseeing production for TCG marketing and branding strategies, as well as developing sponsorship opportunities for existing and potential new clients.
Prior to joining The Cowen Group, Maribel has spent over 15 years working in various administrative support roles. Previously, Maribel worked at Merrill Corporation as an executive level administrative assistant serving the SVP of Sales and a sales force of 50. Prior to Merrill Corporation, Maribel spent nearly a decade at Nortel Networks as a Senior Sales Administrator.
Maribel is an active member of the NYC chapter of Women in eDiscovery and enjoys volunteering her time for charities close to her heart. Maribel attended the University of Phoenix and holds an Executive Assistant program certification from Katherine Gibbs.
Peter Zver was appointed President of Tikit North America in July, 2013. Peter has been serving the legal market for over two decades. His background is in Information Systems and Finance and was founder of Zver & Associates in the early nineties, a company specializing in addressing the business of law via the delivery of technology products and services. As part of Zver & Associates he consulted to and occupied interim CIO and CFO roles in major law firms in Canada and the US. Subsequent to Zver & Associates he founded PensEra Knowledge Technologies; a product development company focused on both time and knowledge management solutions for law firms and corporate law departments. Prior to serving the legal industry he spent time in the Pharma industry in a systems analyst role. Zver holds a CPA designation and is a graduate of McGill University.
Eugene P. Stein
Eugene Stein is the Director of Information Technology at Choate, overseeing the firm’s strategy and operations with respect to information technology and litigation support.
Mr. Stein has a proven track record of success in providing cost-effective and industry-appropriate solutions and systems within law firms. He facilitates quick and efficient service for clients by ensuring the 24/7 availability of firm technology through redundancy and mobile access.
As part of his extensive IT leadership background, Mr. Stein served as Chief Knowledge and Technology Officer at White & Case LLP and Director of Information and Professional Systems at Shearman & Sterling LLP. Most recently, he held the position of Executive Director at Richards Kibbe & Orbe LLP in New York. Prior to that, he was an associate at Wachtell, Lipton, Rosen & Katz, and also served as Deputy Chief Information Officer at the New York City Housing Authority and as a New York City Police Officer.
Mr. Stein has been repeatedly recognized as an IT pioneer and thought leader by the International Legal Technology Association, Legal IT Week, Legal Tech and CNBC. He has chaired, keynoted and participated in conferences and panels as well as served on the advisory boards for industry conferences, programs and events related to technology in the legal profession, knowledge management and legal IT leadership.
Mr. Stein is a graduate of St. John’s University School of Law, magna cum laude, and the John Jay College of Criminal Justice at The City University of New York. He also completed the Advanced Executive Program at the Kellogg School of Management at Northwestern University. Mr. Stein is a member of the International Legal Technology Association and the Association of Legal Administrators.
Daniel Martin Katz
Daniel Martin Katz is an Associate Professor of Law at Michigan State University. He is also the Co-Founder & Co-Director of the ReInvent Law Laboratory.
His wide variety of academic interests include legal informatics, entrepreneurship, quantitative modeling of litigation and jurisprudence, lawyer regulation, computational legal studies, positive legal theory, legal complexity and the overall impact of information technology, analytics and automation on the market for legal services.
Professor Katz has published or forthcoming articles in scholarly journals such as Emory Law Journal, Illinois Law Review, Ohio State Law Journal, Virginia Tax Review, Cornell Journal of Law and Public Policy, Journal of Legal Education, Journal of Law and Politics, Physica A and the Proceedings of the International Conference on Artificial Intelligence and Law.
He has presented his research at a number of leading institutions including: Georgetown Law, Texas Law, Vanderbilt Law, Emory Law, Illinois Law, Stanford Law, Colorado Law, Houston Law, Fordham Law, San Diego Law, UToronto Law, WashU Law, Berkeley Law, Kansas Law, Oregon Law and Santa Clara Law. He has also spoken at Princeton CITP, UPenn Linguistics, ETH Zurich, MIT Media Lab, Oberlin Computer Science, Santa Fe Institute, Duke Computer Science, Harvard Kennedy School and NYU Stern.
His work has been featured in print and/or online versions of publications including the New York Times, Slate Magazine, Wired Magazine, U.S. News & World Report, The American Lawyer, ABA Journal, National Law Journal, California Lawyer, Huffington Post, Data Informed.com, Legal Futures (UK), Law Society Gazette (UK), Law Technology News, The Globe and Mail (Canada) and Folha de S. Paulo (Brazil).
Professor Katz has been recognized as a leading thinker about the future of the legal profession. Sponsored in part by a generous grant from the Ewing Marion Kauffman Foundation in 2012, Professor Katz co-founded the ReInvent Law Laboratory, a collaborative venture devoted to innovation, technology, and entrepreneurship in legal services. In 2013, he was also named as a member of 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 2013 Class of "Legal Rebels" by the ABA Journal.
Professor Katz is also an avid blogger; his posts can be found at Computational Legal Studies (www.ComputationalLegalStudies.com).
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