Lunch Sponsor: Element55

Description: 
Slippage: how firms are losing billable hours because of time that isn't accounted for. We will discuss both anecdotal and quantitative data on losing billable hours in law firms. We will examine how better information has helped attorneys recall, recover and bill potentially lost hours, and we will cover some best practices for recovering more time with zero impact on an attorney's workflow.

Presenter:
Ray Deck, President of Element55, has been helping firms recover more billable hours for over 10 years and is a noted time-capture expert and speaker. He can be contacted at ray@element55.com.

Location:
Bradley Arant Boult Cummings LLP
Roundabout Plaza
1600 Division Street, Suite 700
Nashville, TN 37203

Host: Julie L. Ivie
(615) 252-3577
jivie@babc.com

TOPIC: Change Management: What Is It and How Does It Work?

Breakfast will be provided.
 
Description:
Please join us for this joint session with PLAA and PSMA, where we will take a look at processes, tools and best practices that focus on the "people side" of change initiatives. We will discuss key concepts, and we'll share industry data that reinforces the value of change management in the successful adoption of change initiatives.

This event is offered free of charge to ILTA members.

Presenter:
Joe Buser is the Director of Business Development at Traveling Coaches. With a contagious enthusiasm for life and for his work, and over 24 years of IT experience, 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.

Location:
Rivers Club
301 Grant Street
One Oxford Centre Suite 411
Pittsburgh, PA 15219

Host: Karen Come
(412) 566-1901
kcome@eckertseamans.com

TOPIC: Technology Transforms Document Management in the Modern Law Firm

Lunch Sponsor: Ricoh Legal
 
Description:
The digital age has created a massive flood of information and unstructured data from many different sources. Managing such a large and ever-growing amount of data is a challenge for today's firm, especially with increasing attorney-to-staff ratios. Learn how law firms across the country have used technology to improve the delivery of legal services by increasing levels of efficiency, productivity and client satisfaction, despite the challenges.

Presenter:
Mark Moore, JD, is the National Program Manager for Ricoh Legal. He has 30 years of experience working with firms across the country on complex legal services and solutions, including e-discovery.

Location:
Ricoh
254 Commercial St, Suite 101
Portland, ME 04101

Host: Gail Cardner
(207) 228-7277
gcardner@bernsteinshur.com

Special Door Prize: There will be a drawing following the presentation, and the winner will receive Club Seating tickets to a Boston Bruins game.

Topic: Governing Information in the Cloud

Lunch Sponsor: HP Autonomy

Description:
Please join us for this presentation on the drivers and benefits of cloud-based archiving solutions. These solutions offer compelling capabilities, helping organizations simultaneously reduce expenses and address organizational challenges. Areas of focus will include disaster recovery, litigation support, records management, privacy and security, risk management and strategic planning.

Presenter:
Pat Schafer, HP Autonomy

Location:
Flagstar Bank
5151 Corporate Dr.
Troy, MI 48098

Host: Vanessa Lozzi
(248) 312-5487
vanessa.lozzi@flagstar.com

TOPIC: The Evolving Role of the Legal Secretary

Continental Breakfast Sponsor: Hirschler Fleischer
 
Description:
Evolving law firm models call for new legal secretary workflows and skill sets. Join us as we discuss the core competencies today's legal secretaries need. We will share our insights and recommendations based on the latest theories and our recent performance consulting engagements. Topics to be covered include:

• What's driving the evolution
• Why new technologies matter
• Lawyers' changing expectations
• Secretaries' changing expectations
• Reimagining the team

Presenter:
Joe Buser is the Director of Business Development at Traveling Coaches. With a contagious enthusiasm for life and for his work, and over 24 years of IT experience, he 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:
Hirschler Fleischer
2100 East Cary Street
Richmond, VA 23223

Host: Chris Schenack
(804) 771-9573
cschenack@hf-law.com

TOPIC: 2014 Roundtable Kickoff

Please bring your own lunch. Beverages will be provided by Taft.

Description:
Join us as we kickoff the 2014 roundtable season with a brown bag lunch session. During our first session of the year, we'll be brainstorming about what roundtable topics we'd like to discuss in the year ahead and what e-discovery areas we'd like to hear about in future presentations or vendor demos. Any updates in the e-discovery field can also be shared with the group.

Location:
Taft Stettinius & Hollister LLP
65 E. State Street, Suite 1000
Board Room on the 10th floor
Columbus, OH 43215

Hosts:
Jennifer Pettigrew
(614) 334-6193
jpettigrew@taftlaw.com

Skylar Branstool
(614) 464-8249
srbranstool@vorys.com

TOPIC: Mobile Gadget Roundup

Please bring your own lunch.

Description:
Over the past several years, the number of mobile gadgets in the marketplace has exploded. In this session, we will take a look at some of the popular devices legal professionals use to get work done. This session is meant to be interactive, so we will also spend some time discussing and sharing some of our own experiences with these mobile devices.

Gadgets we'll discuss include:

• Phones: BlackBerry Q10, iPhone 5s and Samsung Nexus 5
• Tablets: iPad mini, Windows 8 Tablet and Dell
• Accessories: Presentation pointers and external battery packs
• And many more! 

Presenter:
Ivan Hemmans is a Manager of Technology Development and Communications at O'Melveny & Myers LLP and has extensive experience with information technology. He has worked with law firms for 14 years and computers for over two and a half decades. With a background in programming, he offers a unique blend of experience and good-natured humor.

Location:
Sheppard, Mullin, Richter & Hampton LLP
333 South Hope Street
43rd Floor
Los Angeles, CA 90071

Host: Stephanie Petrbok
(213) 830-2007
spetrbok@sheppardmullin.com

TOPIC: Staging Done Right
(Rescheduled from original date, January 21st, due to inclement weather.)

Lunch Sponsor: Kubisys

Description:
The ILTA Technology Survey shows that the rate of change in IT is increasing more than ever. Whether it's configuration changes, new software features, upgrades or patches, the pressure is on to manage and deliver more and more changes! You need a new way of thinking and a new tool to face these challenges. Kubisys Thin Capture has been heralded as a "game changer" in helping IT do just that.

Thin Capture is a powerful tool for creating and maintaining true staging environments for business-critical applications. It rapidly builds staging based on current live production environments -- ensuring accuracy and relevance -- and reduces risk involved in deployment of new software updates, patches and even configuration changes. Thin Capture's ability to provide production-like environments on demand allows law firms to cost effectively:

• Perform accurate end-to-end testing of rollouts without affecting production
• Create sandboxes for test-driving complex application configuration changes
• Unleash developer productivity and creativity by allowing them to work in parallel within multiple independent test environments

Please join us for an overview, live product demo, legal vertical case studies and a technical Q&A session.

Presenters:
Dr. Shinichi Urano, a theoretical physicist turned entrepreneur, is one of the co-founders of Kubisys -- where he wears many hats. He previously spent many years working closely with development and operations teams in a software development firm, where he first noticed disparate cultures and the 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.

Jeff Martinik is the Senior Vice President of Sales at Kubisys, and has been instrumental in the success of their go-to-market strategy implementation. With over 25 years in the IT industry, he has extensive experience and exceptional strengths in hiring, managing and developing relationships, staff development and training programs. Jeff is a believer in the DevOps philosophy, and is a mentor and coach to many others who strive to push IT as a driving force in businesses today.

Special Door Prize: There will be a drawing following the presentation and the winner will receive a gift certificate to a local restaurant.

Location:
Blank Rome LLP
One Logan Square
130 North 18th Street
Philadelphia, PA 19103

Host: Don White
(215) 569-5427
white-d@blankrome.com

TOPIC: The Anatomy of Integrated Audio-Video Collaboration

Lunch Sponsor: Technical Innovation
 
Description:
As your firm designs collaborative audio-video tools for your conference spaces, secure boardrooms, huddle spaces and mobile users, it is imperative that the tools be simple, cost-efficient and network-ready. Come learn about the core technologies used to build a powerful, integrated collaboration anatomy as we cover the eight keys to integrated audio-video collaboration.

Presenter:
Chris Johnson, the Chief Technology Officer at Technical Innovation, is a proven leader in advanced data technology. Chris has been working in the IT field since the early 90s and has experienced a broad spectrum of enterprise collaborative solutions. His work yields positive returns on investment in the evolving technology landscape.

Location:
Maynard Cooper & Gale, PC
1901 Sixth Avenue North
2400 Regions Harbert Plaza
Birmingham, AL 35203

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

TOPIC: Happy Hour Social and Discussion: WAN Virtualization

Drink and Appetizer Sponsors: PhillyCom, Inc. and Talari Networks

Description:
In today's connected world, your clients depend on a reliable, high-quality network to get their jobs done. Poor quality connections can mean time and money lost due to slow applications, dropped calls and session timeouts; and, in many firms, losing a network connection means losing the ability to work altogether. In order to avoid these costly disruptions, most law firms have been forced to over-engineer their networks, oversubscribe to expensive WAN links and overpay for standby backup links. But now there is a new way to achieve the WAN reliability, application quality and bandwidth today's law firms require, all while staying under budget.

Please join us for this happy hour discussion with Talari Networks, winner of the Best of Interop 2013 award for Performance Optimization and Testing. Hear how the company's technology enables network managers to aggregate multiple WAN connections -- existing private WANs, such as MPLS, and any type of Internet WAN links (DSL, cable, fiber, Metro Ethernet, etc.) -- into a virtual WAN. Talari's WAN Virtualization solution uses end-to-end algorithms to do dynamic, real-time traffic engineering, and it's able to react in sub-seconds to link failures and congestion-related network problems. Using WAN Virtualization, firms can build a WAN that is less expensive, offers much higher bandwidth and has lower ongoing operational costs than typical proprietary, single-vendor WANs.

Presenters:
Ken Meuer, Senior Solutions Engineer, Talari Networks

David Ayers, Regional Sales Manager, Talari Networks

Tom Desilets, President, PhillyCom, Inc.

Guest speaker John Sroka, the CIO at Duane Morris LLP, will provide an overview of his firm's "Proof of Concept" results, as well as the recently deployed solution at Duane Morris.

Special Door Prize: There will be a drawing at the event, and the winner will receive an Apple TV.

Location:
Pyramid Club
1735 Market Street, 52nd Floor
Philadelphia, PA 19103

Hosts:
Jeffrey McShane
(856) 661-2282
jeffrey.mcshane@flastergreenberg.com

Johan Widjaja
(215) 851-8103
jwidjaja@reedsmith.com

TOPIC: TrialPad Roundtable

Please bring your own lunch. Beverages will be provided.
 
Description:
Please join us for this brown bag lunch event to explore TrialPad, a legal file management and presentation tool app for the iPad. Our guest speaker will be doing a demo and leading a roundtable discussion.

Speaker:
Denney Fifield, Director of Information Systems, Strong & Hanni

Location:
Workman Nydegger
60 East South Temple, Tenth Floor
Salt Lake City, UT 84111

Host: Jessica Garcia
(801) 321-8879
jgarcia@wnlaw.com

TOPIC: Information Security Roundtable: Creating a Culture of Security

Lunch Sponsor: Traveling Coaches

Description:
Information security is among the highest priorities of law firms. The most expensive technology and well-conceived policies are easy to circumvent without a comprehensive, programmatic approach to security awareness. Hear what your peers have to say, see what other firms have implemented successfully and learn how to mitigate the risk of security breaches at your firm.

11:30 - 12:00: Welcome, lunch and peer discussion
12:00 - 1:00: Presentation by Traveling Coaches
  1:00 - 1:30: Peer discussion and closing

Presenter:
Amy Manint is an Account Executive at Traveling Coaches, a recognized leader in change management and user adoption of law firm technology programs. Traveling Coaches crafts compelling, concise and comprehensive programs to elevate security awareness in law firms and is the recipient of ILTA's 2013 Innovative Solution Provider of the Year award. Contact Amy at amanint@travelingcoaches.com.

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

Location:
Paul Frank + Collins P.C.
One Church Street
Burlington, VT 05402-1307

Host: Julliana Von Bernewitz
(802) 658-2311
jvonbernewitz@pfclaw.com

TOPIC: Members Roundtable

Beverages and light snacks will be provided.

Description:
Please join us and share your current projects, issues, goals and accomplishments. Let's discuss what topics you'd like to hear about in the months ahead. Be prepared for some lively conversation!

Location:
Wendel, Rosen, Black & Dean, LLP
1111 Broadway, 24th FL
Oakland, CA 94607

Host: Jeffrey Richards
(510) 834-6600
jrichards@wendel.com

TOPIC: Personal is the New Professional: BYOD

Lunch Sponsor: Birch Horton Bittner & Cherot
 
Description:
The bring your own device (BYOD) movement has its challenges. Devices previously considered "for personal use only" have made their way into our enterprise environment, and we are now responsible for balancing the efficiency gains they provide against their potential security risks. It sometimes seems like new mobile devices are added on a weekly basis and attorneys want to be able to access their work on all of them -- at any time and from any place. How do we accommodate BYOD in a secure way?

Join your Alaska peers for a lively roundtable discussion on managing these mobile devices. We will touch on what firms are using, what policies they have in place, how firms are managing expectations and how they're keeping up with the technology.

Location:
Birch Horton Bittner & Cherot
1127 West Seventh Avenue
Anchorage, AK 99501

Host: Jean Blake
(907) 276-1550
jblake@bhb.com

TOPIC: Mastering Search in Document Management Systems

Lunch Sponsor: DocsCorp
 
Description:
Searching for specific content in a repository full of documents or emails doesn't have to be like looking for a needle in a haystack. There are ways to streamline and improve the process to ensure accurate and reliable search results. Understanding how text/content searching works gives confidence in the results. We'll discuss search concepts and terms, and illustrate searches using different document management systems.

Presenter:
Bob Moore manages business development for DocsCorp in the Western U.S. and Canada. DocsCorp produces software solutions that help legal users manage document content more efficiently and with improved productivity. Bob has a master's in public policy research and lives in Portland, Oregon.

Location:
Cades Schutte, LLP
1000 Bishop Street, 12th Floor
Honolulu, HI 96813

Host: Elton Johnson
(808) 537-6100
ejohnson@starnlaw.com

TOPIC: The Change Management Approach of the Year: Influencer

Lunch Sponsor: Southam Consulting

Description:
By learning how to discover and counteract the complex web of forces underlying persistent and resistant problems in organizations, you'll be able to influence behavior and make change much more likely -- up to 10 times more likely, according to our research! Join us as our presenter shares some proven strategies for driving rapid, sustainable change in teams and organizations, using a methodology that MIT's Sloan Management Review once awarded the Change Management Approach of the Year.

Presenter:
AJ Righter is a consultant and trainer with Southam Consulting, supporting behavioral change efforts in organizations and delivering training to hundreds of people each year. His background includes change projects in private industry, the federal government and the nonprofit sector. AJ feels that solving problems usually comes down to an issue of changing human behavior, and that's why he's invested his professional, educational and research efforts into better understanding the written and, most especially, the unwritten rules of what drives employee behavior every day.

Location:
Baker & Hostetler LLP
PNC Center
1900 East 9th Street, Suite 3200
Cleveland, OH 44114-3482

Host: Cassie Widlak
(216) 861-7471
cwidlak@bakerlaw.com

TOPIC: Is an End-to-End Solution the Be-All, End-All in Discovery?

Lunch Sponsor: Evolve Discovery

Description:
When faced with selecting a new discovery solution for your firm, a primary objective during the process is to establish your business and technical requirements in order to evaluate potential solutions. Do you need an end-to-end solution, or would a best-in-breed approach better suit your discovery needs? In this interactive session, we will use portions of a previously recorded webinar to discuss and define the workflow and analysis necessary to evaluate your needs and decide which type of solution is right for you.

Moderator:
Candi Smith,Litigation Support Project Manager at Winston & Strawn, will lead the discussion.

Location:
Sheppard, Mullin, Richter & Hampton LLP
333 South Hope Street
43rd Floor
Los Angeles, CA 90071

Host:
Stephanie Petrbok
(213) 830-2007
spetrbok@sheppardmullin.com

TOPIC: San Francisco Bay Area Social

Food and Beverage Sponsors: Crowther Macro Systems, DocsCorp, Innovative Computing Systems, F1 Discovery, LexisNexis, Dell Computers and Mimecast

Description:
It's time for our annual social, and all bay area ILTA members are welcome! Please join us for a fun evening of eats and libations as we meet, mingle and network with our peers and key vendors.

We look forward to seeing you!

Location:
Sens Restaurant
Embarcadero 4, Promenade Level
San Francisco, CA 94111
www.sens-sf.com

Hosts:
Taz Cale
(415) 773 5700
tcale@orrick.com

Jeff Richards
(510) 834-6600
jrichards@wendel.com

Genesis Alejandro
(415) 438-7276
galejandro@nossaman.com

Topic:Showing the Positive Financial Impact of KM in Law Firms

Location:
Fasken Martineau
#2900 - 550 Burrard Street
Vancouver, BC

Host:
Jonathan Steele
(604) 895-2853
jsteele@harpergrey.com

Webinar Connection Information will be provided to registrants the day before the event

Description:
Law firms (of all sizes) are very different than manufacturing, financial services, retail and other businesses. Their assets are people. Their output is advice. At the core, their business is knowledge. So it seems obvious that such firms should invest in the people, tools, and processes required to manage their knowledge and thereby better enable their professionals to serve their clients. But knowledge management (KM), like other activities not directly related to serving clients, takes time and money. Because KM projects compete for firm resources with other potential investments, firm leaders need to assess the relative importance of those projects and make investment decisions accordingly.

Thus, while firms may vary in the degree to which they use financial metrics in approving and assessing projects, firm KM leaders will almost certainly succeed more when they measure the returns of KM projects (both at the proposal stage and after the project has been completed) and pitch and deliver projects with substantial returns. But how do you develop the financial metrics to support the proposals and then deliver on the projections?

This presentation --by two of the leading KM commentators in the US-- is intended to help KM leaders by explaining how to show the positive financial impact of applying KM at law firms. These tips apply to firms of all sizes. There will be time for discussion of the issues with the presenters following the presentation.

Presenters:
Jack Bostelman practiced law in New York for 30 years as a partner of pre-eminent AmLaw 20 firm Sullivan & Cromwell before founding KM/JD Consulting LLC. Jack knows how law firms are managed and how lawyers share knowledge. During his tenure at Sullivan & Cromwell, Jack coordinated the firm?s extensive securities practice worldwide, managed a practice group, was a member of the firm?s opinion committee and its administrative committee, oversaw the IT department and was on the faculty for the lawyer training program. Jack also supervised the firm?s knowledge strategy initiatives for two decades - using existing workflow and designing new procedures to capture and make available relevant knowledge, selecting and implementing supporting software, and marketing the systems within the firm. As a securities lawyer, Jack was recognized as a New York Super Lawyer from 2006 through 2010. Jack is currently Chair of the Knowledge Strategy Committee of the American Bar Association?s Law Practice Management Section.

Chris Boyd is the senior director of professional services at Wilson Sonsini Goodrich & Rosati, where he leads the firm?s attorney recruiting, knowledge management, and professional development programs. These programs help the firm recruit, develop, and retain the best attorneys for its clients and culture, and provide these attorneys with the tools they need to deliver maximum value to clients. Chris previously was a corporate and securities associate at Wilson Sonsini Goodrich & Rosati, representing technology and life science companies. In this role, he handled numerous initial public offerings, venture financings, and acquisitions for his clients. Chris left the practice of law in 1997 and assumed the leadership of knowledge management programs at several companies before returning to the firm in 2001. He is also Vice President, Knowledge Management Peer Group, International Legal Technology Association.

TOPIC: Member Roundtable and 2014 Planning Session

Lunch Sponsor: Total Networks

Description:
Please join us for this roundtable to discuss what kind of programming you'd like to see in the year ahead. You'll also have an opportunity to share some of the issues, goals and projects you are working on in 2014.

Location:
Phoenix Seminary
4222 East Thomas Road #400
Classroom 4
Phoenix, AZ 85018

Hosts: Bill Dunlap and Total Networks
(602) 263-1772
bdunlap@jshfirm.com