TOPIC: Law Firm Compliance with the HIPAA Omnibus Rule

Lunch Sponsor: IntAPP
 
Description:
Hear an overview of the impact of the 2013 HIPAA Omnibus Rule on law firms as Business Associates. Attendees will learn and share short-term action plans for making progress toward compliance before the September 23 enforcement deadline. We will also focus on policies and technical controls to satisfy the Privacy and Security rules.

Presenter:
Adam Carlson has over 10 years of experience in IT operations and security management. Adam co-founded Carlson & Wolf LLC, a legal security consulting firm, and has also worked as an external security auditor in the financial services industry and as a chief security officer at a large public organization. Adam holds the ISACA Certified Information Security Manager (CISM) certification. He now helps law firms achieve their information security and privacy goals as a security solutions consultant at IntApp. Contact him at adam.carlson@intapp.com.

Location:
Jones Walker LLP
201 St. Charles Avenue
Suite 5200
New Orleans, LA 70116

Host: R.P. Smith
(504) 343-1617
rpsmith@joneswalker.com

TOPIC: Electronic Signatures for the Legal Industry

Lunch Sponsor: DocuSign
 
Description:
The value of electronic signatures has led to widespread use in financial services, real estate, health care and in consumer applications over the past 10 years.  Despite this mainstream adoption, the legal industry has been slow to embrace the technology's benefits. If your clients are not already requesting electronic signatures, they will soon expect to sign in the cloud. Understanding this technology will become a requirement for your business. Come explore the important issues around e-signatures, and learn how they can transform your paper-intensive and slow processes as we discuss the following:

• The nature and definition of an electronic signature
• The legality of electronic signatures
• Compliance and security issues (what to trust and not trust)
• The value of electronic signatures to your organization, including examples of existing use cases within law firms

Presenter:
Ken Moyle is DocuSign's Chief Legal Officer and is past-chairman of the Washington, D.C.-based Electronic Signatures and Records Association (ESRA). Ken frequently advises government agencies, lawmakers and industry executives on electronic signatures and records.

Location:
Burns & Levinson LLP
125 Summer Street
Boston, MA 02110

Host: Henry Chace
(617) 345-3317
hchace@burnslev.com

TOPIC: Maximize Document Search Results and Minimize Risk

Lunch Sponsor: DocsCorp
 
Description:
Whether you use an Enterprise Search Engine, a DMS or Content Management System, including Microsoft SharePoint, there are many documents that users cannot find with a full text search query.  Content Crawler from DocsCorp, automatically finds all the non-searchable documents in your repository or file system and converts them to text-searchable PDF's.  It even looks inside emails for attachments that need to be converted.  This allows your full text search engine or enterprise search engine to index the documents that it could not index otherwise, providing more accurate search results for users that rely on full text searching.      

Presenter:
Ted Kukorowski has been with DocsCorp for the last seven years managing the Mid-Atlantic region.  He works with clients to identify and address document related issues.  Prior to DocsCorp Ted has almost twenty years of experience helping clients with Document Management and Knowledge Management needs.

Location:
Fox Rothschild LLP
2000 Market Street
20th Floor
Philadelphia, PA 19103-3222

Host: Brian O'Neill
(215) 299-2045
bponeill@foxrothschild.com

TOPIC: Understanding the Nature and Scale of InfoSec Attacks on Law Firms

Lunch Sponsor: Contego

Description:
According to the head of the cyber division in the New York City office of the U.S. Federal Bureau of Investigation, law firms are easy quarry for hackers. For more information, read the Bloomberg article "China-Based Hackers Target Law Firms to Get Secret Deal Data."

On November 7, 2012, Gen. Keith Alexander, the commander of U.S. Cyber Command and director of the National Security Agency, discussed widespread cyberattacks hitting major corporations and the damaging loss of intellectual property being harvested from their computer networks. "From my perspective, this is huge," Alexander said. "When we look out there_the companies that have been hit-you look across the board. Everybody's getting hit."

Mandiant will discuss attacks on law firms and how attackers are looking for the weakest links in the supply chain. They will cover:

• Why law firms are a prime targets for nation-state (Chinese Red Army) cybercriminals
• Real-world examples of how small failures resulted in massive multimillion-dollar losses for organizations
• Why traditional tools (antivirus software, intrusion detection systems, log analysis, etc.) are no longer able to stop the bad guys
• Why mitigating APT malware may be a better strategy than attempting to remove it
• Preventing the return of the same or newer, more powerful malware
• Advanced tools, tactics and technologies to combat malware security threats

Presenter:  Joel Williams

Location:
Maynard, Cooper & Gale, P.C.
1901 6th Avenue North
2400 Regions Harbert Plaza
Birmingham, AL 35203

Host: Leanne Bains
(205) 254-1110
leanne.bains@maynardcooper.com

TOPIC: Visual Communications and Virtual Meeting Rooms: Transforming the Practice of Law

Lunch Sponsors: Technical Innovation and Polycom
 
Description:
Visual and mobile collaboration technologies are helping law firms improve business agility, enhance productivity, provide greater access to training and reduce overall travel costs. Join us as we discuss trends in the industry and legal applications; leading-edge solutions, from immersive telepresence in the boardroom to telepresence on your tablet or smart phone for mobility; and what adoption tools are available to ensure maximum use and return on your investment. Hear about the industry's first global presence-aware directory that integrates contacts from Skype, GoogleTalk and Facebook; learn what factors to consider when evaluating whether to do video in-house or outsource it to a managed service; understand how the new ?Virtual Video Meeting Rooms? are benefiting users; and see how you can build a video library for improving your organization's training. A live video demo will be conducted.

Click this LINK to see a 90-second You-Tube video that shares with you the cutting edge information on visual communications that will be covered and see the presenter in advance of the meeting.

Presenter:
Eddie Zito, Technical Innovation
Ed Foss, Polycom

Location:
Holland & Knight
315 S. Calhoun St.
Suite 600
Tallahassee, FL 32301

Host: Janice Stoudt
(850) 425-5697
janice.stoudt@hklaw.com

TOPIC: The Cost of Losing Time and How To Get It Back

Lunch Sponsor: Element55
 
Description:
Slippage: how firms are losing billable hours because of time attorneys are forgetting. We will discuss both anecdotal and quantitative data on losing billable hours in law firms. We will cover how better information helps attorneys recall, recover and bill potentially lost hours. We'll also share some best practices for recovering more time with zero impact on an attorney's workflow.

Presenter:
Ray Deck is the President of Element55. He has been helping firms capture more billable hours for over 10 years. Feel free to email him at ray@element55.com.

Location:
Jackson Kelly PLLC
500 Lee Street East
Suite 1600
Charleston, WV 25301

Host: Denise Ash
(304) 340-1343
dash@jacksonkelly.com

Special Door Prize:  There will be a drawing following the presentation and the winner will receive a special door prize. 

TOPIC: Chicago Area Spring Social

Food and Beverage Sponsor: CDW
 
Description:
ILTA Chicago Area Spring Social
 
You're invited to ILTA's Chicago Spring Social Event!

Please join us on Thursday, June 20th at Rivers for an evening of networking sponsored by CDW. Enjoy drinks and hors d'oeuvres while you mingle with your peers and representatives from CDW.
All ILTA members will be eligible to win:

• A Kindle Fire
• A Samsung Galaxy Tab
• $50 CDW Gift Cards

Special door prizes provided by Kraft Kennedy:

• Four Surface RT Devices
• One Surface Pro Device

Location:
Rivers
30 South Wacker Drive
Chicago, IL 60606

Hosts:  
Donna Halac
(312) 609-5057
dhalac@vedderprice.com 
                                                                  
Ed Empamano
(312) 456-4061
eempamano@sidley.com
                                
Matt Donehoo
(312) 645-6065
mdonehoo@smsm.com 

Rex Balboa
(312)324-8608
rbalboa@perkinscoie.com

TOPIC: Visual Communications and Virtual Meeting Rooms: Transforming the Practice of Law

Lunch Sponsors: Technical Innovation and Polycom
 
Description:
Visual and mobile collaboration technologies are helping law firms improve business agility, enhance productivity, provide greater access to training and reduce overall travel costs. Join us as we discuss trends in the industry and legal applications; leading-edge solutions, from immersive telepresence in the boardroom to telepresence on your tablet or smart phone for mobility; and what adoption tools are available to ensure maximum use and return on your investment. Hear about the industry's first global presence-aware directory that integrates contacts from Skype, GoogleTalk and Facebook; learn what factors to consider when evaluating whether to do video in-house or outsource it to a managed service; understand how the new "Virtual Video Meeting Rooms" are benefiting users; and see how you can build a video library for improving your organization's training. A live video demo will be conducted.

See a 90-second YouTube video that shares with you the cutting edge information on visual communications that will be covered and see the presenter in advance of the meeting.

Presenter:
Eddie Zito, Technical Innovation
Ed Foss, Polycom

Location:
Quarles & Brady LLP
101 East Kennedy Blvd
Suite 3400
Tampa, FL 33602

Host: Lori Parker
(813) 387-0308
lori.parker@quarles.com

TOPIC: Effective Email Management

Lunch Sponsor: DocAuto
 
Description:
An estimated 182 billion e-mails will be sent each day in 2013, 100 billion of these e-mails are business e-mails. How are you managing this volume? Are you effectively mitigating risk?  What are your policies?  Is there compliance and engagement across the firm?  Do you have effective processes and infrastructure in place?  Most importantly, are you empowering your users to succeed? Join us for an open and insightful discussion on trends and real-world solutions that can be applied from concept to completion.  Take away expert knowledge and ideas to ensure that your e-mail management initiatives are successful.

Key topics to be covered:

• E-mail trends and stats on what is happening within our industry and beyond
• Real-world scenarios that paint different initiative approaches
• Considerations to better prepare you to meet your objectives
• Driving forces that result in project buy-in
• Common goals, obstacles, and lessons

Learn how you can achieve user adoption, positively impact the bottom line and set your firm up for success through shared insights and a game changing solution demonstration.

Presenters:
David Kiefer, CEO and founder of DocAuto, Inc., has over 25 years of experience in the legal technology field and is recognized as an expert on document management technology. David has written many articles on best practices and guidelines for matter-centric system design, the convergence of records management and document management, and email management. Contact him at dkiefer@docauto.com.

Mark Seckinger, Account Director at DocAuto, Inc., has over 20 years of experience providing software technology solutions to law firms, professional services firms, Fortune 1000 corporations and privately held companies. He has led business development efforts in law firm accounting and practice management software, employee health care benefits software, and Internet software. Contact him at mseckinger@docauto.com.

Location:
Cooper & Scully, P.C.
900 Jackson Street, Suite 100
Dallas, TX 75202

Host: Tim Dasch
(214) 712-9420
tim.dasch@cooperscully.com 

TOPIC: Affordable, Secure Disaster Recovery Solutions ... Do They Exist?

Lunch Sponsor: UnitedLayer LLC
 
Description:
Join us as we cover security questions/concerns/solutions surrounding the use of cloud services, managed hosting, disaster recovery services and colocation solutions. What exactly are these services, why and when would you need them, and how do you know which ones are best for your organization? You'll hear real-world issues and we'll provide some potential solutions. Be sure to bring your questions! 

About UnitedLayer:
UnitedLayer is a premier IT service provider that offers secure, enterprise-grade cloud, managed hosting, disaster recovery and colocation solutions. We have been partnering with enterprises and SMBs for over 12 years. Our customers include the City and County of San Francisco, Wikipedia, Diamond Foods, the Exploratorium, AT&T, Level3 and Abovenet. Known for our world-class, SSAE 16-certified, PCI-compliant, HIPAA-compliant and fully redundant data center facilities, we offer extreme connectivity as well as the ability to deploy and manage comprehensive IT infrastructure solutions. UnitedLayer currently operates five data centers in North America (San Francisco, Los Angeles, Las Vegas, Ashburn and Toronto), with numerous additional networking POPs. 

Headquartered at 200 Paul in San Francisco, UnitedLayer is one of the most networked Internet points of presence in the world. We operate a dual-stacked, high-performance, nationwide IPv4/IPv6 network backbone, and all our services are backed by high-touch, fully-managed 24/7/365 support.

UnitedLayer was acquired in 2010 by the private equity group Accelon Capital.

Location:
Farella Braun + Martel LLP
Russ Building
235 Montgomery
San Francisco, CA 94104

Host: Shirley Crow
(415) 954-4986
scrow@fbm.com

Professional Legal Management Half-Day Conference (Joint Meeting with ILTA, AALA and LMA)

TOPIC: Professional Legal Management Half-Day Conference (Joint Meeting with ILTA, ALA and LMA)

Breakfast will be provided.
 
Description:
Please join us for this Professional Management Half-Day Conference sponsored by ILTA, AALA and LMA.

AGENDA:

8:00 a.m. - Breakfast
8:30 a.m. - 9:00 a.m. - ALA Speaker: "How to Click with People"
(Dr. Rick Kirschner, The Art of Change)

15 -Minute Break

9:45 a.m. - 10:45 a.m. - ILTA Speaker: "The People Side of Changes"
(Julia Mongomery , Traveling Coaches)

15-Minute Break

11:00 a.m. - 12:00 p.m. - LMA Speaker: "Expand Your Reach and Grow Your Firm with Content Marketing" (Bonnie Buol Ruszczyk, BBR Marketing)

Presenter:
Julia Montgomery advises Traveling Coaches' clients on all aspects of change management related to technology projects. She specializes in developing strategic communications, from executive presentations that help gain stakeholder buy-in to user-facing communications that engage employees and drive the adoption of new technologies. A true user advocate, she believes the key to increasing user adoption is to focus on the needs met by a technology solution rather than on the technology itself. Julia is a Prosci-certified Change Management Practitioner and a member of Traveling Coaches' award-winning User Adoption Consulting practice.

Location:
Loews - Midtown
1065 Peachtree St NE
Atlanta, GA 30309

Host:
Kai Williams-Slaton
(404) 853-8792
kai.williams-slaton@sutherland.com

Special Door Prizes: There will be drawings, and you might be the lucky winner who will take away a special door prize!

TOPIC: E-Discovery Project Management: Workflow, Tools and Methodology (Roundtable Discussion)

Lunch Sponsor: TransPerfect 
 
Description:
Join this roundtable discussion on workflow, tools and methodology for e-discovery project management. Come hear from others with litigation support project management responsibilities, and share your questions and answers. You will also have an opportunity to network with your peers as we tackle these and other questions related to the world of e-discovery project management.

Location:
Silicon Valley Center
801 California Street
Mountain View, CA 94041

Host:
Pam Wetmore
(650) 988-8500
pwetmore@fenwick.com

TOPIC: ALA/ILTA Joint Meeting: How Technology and Training Can Boost the Changing Role of the Legal Secretary

Lunch Sponsor: Traveling Coaches, Inc.
 
Description:
Whether the cause is changes in the economic climate, changes in our clients' needs or changes in technology, the reality is there's a "new normal" in law firms today. How has the role of the legal secretary changed? What new skills does today's legal secretary need in order to be effective? As the need for skills training expands into areas beyond "traditional" secretarial skills, how will training teams meet the challenge?

Presenter:
As the Director of Business Development, Joe Buser leads Traveling Coaches' talented team of account executives in developing mutually beneficial relationships with our clients and vendor partners. He also manages relationships with many of our East Coast and international client firms. Joe has worked with hundreds of law firms and corporate legal departments around the world, crafting unique solutions to meet their educational and technology requirements. Joe is a regular presenter at local, regional and national events, speaking on topics ranging from the evolving job roles in today's legal environment to project management methodologies.

Location:
BlackFinn Saloon
Epicentre
210 East Trade Street, Suite 120-B
Charlotte, NC 28202

Host: Apryle Kohut
(704) 331-3640
aprylekohut@mvalaw.com

TOPIC: Rethinking Dictation: How Mobility and Advances in Speech Technology Have Transformed Dictation into a Voice Productivity Technology

Lunch Sponsor: BigHand
 
Description:
An independent study by Altman Weil revealed over 95 percent of law firms surveyed use dictation to some degree, with 47 percent being on a digital platform. The adoption of digital dictation continues to grow with the advent of:

• Smartphone dictation apps
• Document review apps for tablets
• Sophisticated workflow software
• Accurate speech recognition technology

These advances have transformed dictation into a voice productivity technology (VPT). Attend this session to see demonstrations of VPT, while also hearing about the measurable efficiency gains firms are seeing within their document production process, as well as significant reductions in equipment replacement costs. You will also learn about the new ways lawyers are using their voices with smartphone dictation apps to get more done while on the go.

Presenter:
Julie Anne Ortega has been an expert in the field of dictation workflow solutions, exclusively in the legal market, for over a decade. She has held previous positions at Dictaphone, Nuance and Verdatum. Following BigHand?s acquisition of Verdatum dictation workflow software, she joined BigHand. BigHand is a global leader in delivering innovative productivity-enhancing software to busy time-focused professionals, wherever and whenever they need it.

Location:
Orrick, Herrington & Sutcliffe LLP
400 Capitol Mall
Suite 3000
Sacramento, CA 95814-4407
 
Host: Leslie Rosier
(916) 329-7965 
lrosier@orrick.com 
Check in with lobby security for access to Orrick.

Special Door Prize: BigHand will draw for a $100 gift card following the presentation.

TOPIC: Technology-Assisted Review

Lunch Sponsor: Lateral Data, a Xerox company
 
Description:
Join us for a presentation followed by a roundtable discussion on technology-assisted review (TAR). Tony Reyes and Joe Turner of Lateral Data, a Xerox company will discuss the overall global value of placing more trust in TAR technology. He will also discuss and demonstrate sampling, statistics and costs associated with TAR.

Presenters:
Tony Reyes is a Director of Business Development for Lateral Data, the developers of the Viewpoint eDiscovery platform. Tony educates corporations, law firms and service providers about Viewpoint for their consideration of the platform. He also works with clients to help them understand the efficiencies gained through the use of Viewpoint and other technology. Prior to Lateral Data, Tony worked for other software and service providers in the litigation support industry.

Joe Turner is a Technical Sales Engineer at Lateral Data. He combines technical knowledge with operational experience to provide advice and support on the Viewpoint eDiscovery platform. He is a resource for the Lateral Data sales team and a key point of contact for clients, providing both pre-and post-sales technical advice on optimizing their experience and efficiencies within the Viewpoint platform. Joe has over 20 years of experience in discovery consulting, litigation support operations and case management, specializing in litigation support solutions for law firms and corporate clients.

Location:
Vorys, Sater, Seymour and Pease LLP
52 E. Gay St.
Columbus, OH 43215

Host: Julie Brown
(614) 464-8275
jkbrown@vorys.com

TOPIC: Document Comparison: How Does It Work and What's Changed?

Breakfast Sponsor: DocsCorp
 
Description:
Document comparison is a must-have technology for law firms. Over the last five years, there have been significant changes in the technologies used to analyse, mark up and output changes as either redline or track-change documents when comparing Word and PDF documents. One of the main benefits seen is the ability to create a comparison results document that retains all the formatting and fidelity of the original, which enables the professional to continue working on the document - reducing frustration, enhancing workflow and increasing productivity. Law firms have also seen incredible improvements in terms of accuracy, speed and integration with the tools they use every day.

Attend this session to learn how document comparison has evolved from the red pen to the use of MS Word and to today's leading-edge technologies that can compare Word, PDF, scanned and other document types. Gain a better understanding of the technical limitations of MS Word and PDF document comparison and get a sense of the technology advancements achieved in this very specialised area.

Presenters:
Dean Sappey is the President and co-founder of DocsCorp. Dean has a successful 25-year track record in developing new products and technologies. He combines technical expertise and business acumen to build products that deliver real workplace efficiencies. Dean speaks at international conferences and forums and oversees DocsCorp's international operations. In 1986, he founded Perfect Technology, which was later acquired by Solution 6 (ASX:SOH) in 2000.

Mandy Jennings has been working in Legal IT for over 20 years.  Her role at Minter Ellison is to provide on-going training and support to the firm?s Sydney office. She is involved in new software rollouts which involve working with project team leaders and key stakeholders within the firm.  Minter Ellison use compareDocs as their primary comparison tool and Mandy has kindly agreed to share her experiences with us.

Location:
Minter Ellison
Level 19
88 Phillip Street
Sydney NSW 2000

Host: Sarah Pitchford
+61 (2) 9353-5490
spitchford@claytonutz.com

TOPIC: The Cost of Losing Time and How To Get It Back

Lunch Sponsor: Element55
 
Description:
Slippage: how firms are losing billable hours because of time attorneys are forgetting. We will discuss both anecdotal and quantitative data on losing billable hours in law firms. We will cover how better information helps attorneys recall, recover and bill potentially lost hours. We'll also share some best practices for recovering more time with zero impact on an attorney's workflow.

Presenter:
Ray Deck is the President of Element55. He has been helping firms capture more billable hours for over 10 years. Feel free to email him anytime at ray@element55.com!

Location:
Greenberg Traurig, P.A.
333 S.E. 2nd Avenue
Miami, FL 33131

Host:
Danette Shaifer
(305) 579-7849
shaiferd@gtlaw.com

Door Prize: There will be a drawing following the presentation, and the winner will receive a special door prize!

TOPIC: Information Security for Law Firms

Lunch Sponsor: FRSecure
 
Description:
Please join us to discover how to satisfy client and government security requirements without disrupting the culture of your firm by developing a security program on your terms.

Presenter:
Evan Francen is a passionate information security expert who serves businesses of all sizes and industries by cooperatively solving the complex issues surrounding information security. He is considered an "information security evangelist." Prior to establishing FRSecure, Evan spent more than 15 years as a leading information security professional and corporate leader in both private and public companies. He is well-versed in governmental and industry-specific regulations, standards and guidelines, including ISO/IEC 27002 (17799:2005), HIPAA, GLBA, PCI-DSS, FDA CFR Part 11, SOX and COBIT, and he understands the intricacies in aligning compliance with business objectives.

Location:
Briggs and Morgan, P.A.
2200 IDS Center
80 South 8th Street
Minneapolis, MN 55402-2157

Host: Debbie Muntean
(612) 977-8461
dmuntean@briggs.com

TOPIC: Security Concerns in the Document Management System: Defend Against  Hackers, Satisfy Client Concerns and Address ISO 27001

Lunch Sponsor: Prosperoware
 
Description:
Law firms are under increasing pressure to beef up security to defend against hackers, satisfy client security and privacy concerns, and address ISO 27001 requirements. The growing threat from hackers to law firms is real, with attempts focused on using inside information for economic gain and on "hactivism" for political gain. Successful attacks on law firms have demonstrated that once the firewall has been breached, hackers typically meet few barriers to data access. In order to protect the enterprise content stored on your servers, you should consider a hybrid approach to security that provides multiple rings of defense beyond the firewall.

Come learn about the policies, controls and tools you can apply to enhance security for your document management system - while meeting your users' needs for flexibility and ease of collaboration. The same controls that defend against hackers can help you satisfy your clients' requirements for better security and privacy. This session includes a demonstration of how Prosperoware Milan software addresses security concerns on all of these fronts.

Presenter:
Keith Lipman is a well-regarded expert in the areas of information management and e-discovery. Prior to founding Prosperoware, Keith was the director of legal solutions at iManage, Interwoven and Autonomy iManage, where he was the progenitor of matter-centric collaboration and the electronic file in WorkSite 8. Keith speaks and writes frequently on e-discovery and the management of email, documents and records. He is also a contributing author of the book "Corporate Governance Best Practices: Strategies for Public, Private and Not-for-Profit Organizations."

Location:
Armstrong Teasdale LLP
7700 Forsyth Boulevard
Suite 1800
St. Louis, MO 63105

Host: Learning & Development Department
(314) 621-5070
development@armstrongteasdale.com

TOPIC: Austin Area Roundtable

Please bring your own lunch, beverages will provided.
 
Description:
What technology issues keep you up at night? What triumphs have you recently achieved that you'd like to share? What challenges lie ahead in the coming year?

Come join this roundtable discussion where you will have an opportunity to ask/answer questions and network with your peers as we tackle these and other questions related to the world of legal technology.

Parking is FREE, so bring your lunch, and please come join us. Discussion topics will include:

• Technology Issues (triumphs and challenges)
• Current projects
• Upcoming projects
• Ideas for future meetings (What's hot?)
• ILTA's 2013 conference (Who's attending, and how to get the most out of your time there. If you're not attending, what information do you want brought back to our local area for discussion?)
• Volunteers to host future events

Location:
Bowman and Brooke LLP
2901 Via Fortuna Drive, Suite 500
Austin, TX 78746

Host: Gina Johnson
(512) 874-3878
gina.johnson@bowmanandbrooke.com