This year I am coordinating the Information Management team
(Team 1) on ILTA’s Conference Committee.
That team’s concerns include the broad topic of knowledge management,
and also includes a few members who spend all or part of their time doing
knowledge management in their organizations.
I thought it might be useful for people who do knowledge management or
who are interested in adopting or furthering knowledge management in their
organizations to see a possible list of sessions. I’ll try to keep myself to one session per
“slot” or time period though there may be a slot or two when I can’t do that.
Day 1—Monday August
Don’t miss the keynote by Ken Robinson and introduction to
conference from co-chairs Tracy Elmblad and Rick Krzyminski along with ILTA’s
Executive Director Randi Mayes. Sir
Robinson will talk about The Element:
Finding Your Passion.
Monday 11 AM:
Head to Roman II to see “Quality In, Quality Out: Data Analytics Preparation” (#003), featuring
Joe Craven - Brownstein Hyatt Farber Schreck
My colleague Patricia Johansen - Goodwin Procter
Lynn K. Oser - LKO Information Management
*I work with Lynn also!
In a world of ever-growing data stores, many firms are faced with large
amounts of unstructured data and questions about how to take advantage of
"big data" concepts. The secret is to create data analytics that
provide the right amount of data in a way that answers the questions asked by
practice leaders, firm leadership and business development teams. Learn how to
start by simplifying and correlating existing, disparate data sources and then
see how to judicially apply tags and other metadata to extend your capabilities
into the world of big data. When you put quality in, you'll get quality out of
your data analytics preparation.
I’ve heard any number of stories of enterprise search or
business intelligence efforts coming up short because of insufficient attention
paid in advance to having the right kind and quality of data. Come see how to get started right with
internal data and information.
Monday 1 PM:
In the same room see “Future-Proof Projects with Effective
Best Practices”, #015, featuring:
Donna Payne - PayneGroup, Inc.
Tim Golden - McGuireWoods LLP
Scott David - Vorys, Sater, Seymour and Pease
We often talk about incorporating lessons learned into our processes,
which means highlighting things that did not go well and then identifying process
improvements to address similar issues in the future. However, it's just as
important to identify and incorporate those ideas that resulted in success.
Find out how to make the most of every lesson learned and future-proof your
projects as a panel discusses effective best practices from the perspectives of
project management, operational excellence and user adoption.
Knowledge managers should be involved with efforts to
capture and extend best practices and build on previous successes; this session
feature experienced consultants and project managers and goes well beyond a
discussion of after-action reviews to address actual implementation of lessons
Monday 2:30 PM:
In the Milano Ballrooms III & IV see “Considerations and
Consequences: Moving to Cloud Document Management” #28, featuring:
John D. Green - Baker Donelson Bearman Caldwell
Joseph L. Fousek - Fredrikson & Byron, P.A.
Martin Metz - Pillsbury Winthrop Shaw Pittman
Dan Carmel - iManage
Alvin Tedjamulia – NetDocuments
Moving document management to the cloud is now a reality. Is your firm
considering or planning a move to cloud document management? Look no further! A
panel that includes firms that have moved and are moving their documents to the
cloud will provide answers to all your questions: Why move documents to the
cloud? What are the considerations for firms moving to the cloud? What are the
implementation challenges? What are the ongoing maintenance concerns?
Cloud approaches to document management may lead to significant
cost savings, but also may run into challenges and concerns from certain
clients. Hear how vendors and firms are approaching this area of opportunity
(If cloud DMS issues don’t concern you, consider “Content
Strategy is the New Kale,” #29 which looks at effective content development
strategies for web marketing purposes.)
Monday 4 PM:
A follow up to a 2014 session on selling KM “Let KM Drive
Client Value The Don Draper Way” #042 in Florentine I-II will address in
colorful fashion how firms and clients can use KM to deliver more value to
clients. The main cast:
Chris Boyd - Wilson Sonsini Goodrich &
Meredith L. Williams, JD - Baker Donelson
Bearman Caldwell & Berkowitz
Joshua Fireman - Fireman & Company
year's ILTACON session on “Upselling KM: What Would Don Draper Do?” was not
only entertaining, it had a tremendous wealth of information about selling
knowledge management (KM) within your organization. This year, we continue with
the Don Draper theme, the theatrical presentation style, and we move forward in
time to 1969. We will focus on how law firms and legal departments can leverage
KM to deliver more value to clients. The Association of Corporate Counsel
defines the components of “value” as being lower costs, higher predictability
and better outcomes, so the panel of speakers will present ways to harness KM
resources to deliver on each component. Walk away with a toolkit to help
connect KM initiatives to these elements of client value. Far out, man!?
I will have a bit part as a hapless secretary.
Tuesday 8:30 AM:
At 8:30 AM the next morning an extended session #049 in
Neapolitan III & IV will address some new products that, unlike many others
addressed at ILTA, have the potential to change the way some types of legal
services are delivered, both on the transactional and litigation sides. Inspired by a Michael Mills comment at
Christopher Kave - Aurora North Software, Inc.
Charles Uniman Esq. - Dealstage
Clare Foley - Opus 2 International
Jason Furtado - Shoobx
Experience a showcase of four new products that change the way
attorneys practice law and improve the speed of legal service delivery. You'll
see a mix of tools for both transactional and litigation practices, including
an IP automation workflow, deal process life cycle, mobile collaboration tool
for case teams and a tool to manage the corporate legal processes for the evolving
stages of the life cycle of a company.
Tuesday 11 AM:
In a session inspired by an ILTA KM Blog
post, three experienced KM professionals including the post’s author teach
about getting users to actually adopt new tools and resources, a perennial
challenge for all kinds of KM and IT programs.
Florentine III & IV, #053.
Jennifer Cuenot - Shearman & Sterling, LLP
Katy Admirand - Kaye Scholer LLP
Gwyneth McAlpine - Perkins Coie
Move beyond the basic deployment of a new tool or resource with hopes
that “if we build it, they will come.” We'll give you new strategies for
engaging users and increasing adoption rates by insinuating solutions into
workflows and more closely embedding technology solutions into attorney
problems. Don’t just implement. Adopt!
- Artificial Intelligence
Unfortunately at the same time, in Milano III-IV, Kyla Moran
of IBM Corporation is speaking on what Watson, IBM’s foray into artificial
intelligence, can do in the legal area in “Watson, I Need You! Augmented
Intelligence for Legal” (#060).
Watson won Jeopardy in 2011. Today it is transforming the practice of medicine,
education and even the culinary arts. Join us for this exciting session to see
what Watson can do for legal. Learn about the difference between augmented and
artificial intelligence (among other things) and how this technology can be
applied to the legal profession. Don't miss it!
The session and any discussion will be moderated by Ginevra
Saylor of Dentons.
Tuesday 1:30 PM:
In “Knowledge Management Tactics: Learn How to Execute Your
Plan” learn from three leading experts (including two KM Distinguished Peers)
about making knowledge management happen.
Roman Ballroom III, #073.
Patrick DiDomenico - Ogletree, Deakins, Nash,
Smoak & Stewart, P.C.
Eric Hunter - Bradford & Barthel, LLP
Ginevra Saylor - Dentons
you are new to knowledge management (KM) or are a seasoned KM professional
looking for fresh ideas, we can help you successfully lead your KM team in
executing on your KM plan. Providing their views from the trenches, our
panelists will walk through the skills to look for when pulling your team
together, tactics for marshaling support from the top, techniques for
architecting user adoption and approaches for promoting change. You will also
hear how to create a strategy for leading critical KM projects, overcoming
common obstacles and advancing your program.
Tuesday 3:30 PM:
It’s late in the day, so keep your juices flowing by
participating in a session on key issues around technology purchases in Milano
Ballrooms I & II (#084). Two senior and highly experienced knowledge
management practitioners lead an interactive event that could also be useful
for CIO / CTO or other technology managers.
V. Mary Abraham
Sally Gonzalez - Norton Rose Fulbright
confident are you that your technology purchases are fully vetted, sound
investments? Participate in this interactive session as we identify common
pitfalls — from the needs assessment to implementation — and share sure-fire
ways to avoid them.
Tuesday 4:30 PM:
Your brain is now tired.
Grab a beverage and refresh body, mind, and soul by networking with KM
peers at the first KM reception, sponsored by Box
and the ILTA KM Peer Group, at the “Palace Pre-Function” area outside of the
Palace Ballroom (RSVP here).
Tuesday evening is the ILTA Awards Dinner, which includes an
award for one of the three short-listed KM Professionals among
Wednesday September 1
Wednesday 9:00 AM:
I don’t have a strong KM recommendation here, although the
Spark Talks (#094) in Neapolitan I-II and the third keynote “Making More of
Your Time Count” both look interesting.
Wednesday 11:00 AM:
I am presenting (ahem) on a panel “The Best of Business
Intelligence: Stories of Success” in
Roman I (#100); however, the best KM session in this slot is more likely #099 “Fail
Forward: Failure As a Foundation for Success”, in Milano Ballrooms V &
VI. The brave speakers are:
Marybeth Corbett - WilmerHale
Scott Rechtschaffen - Littler Mendelson, P.C.
Peggy Lahammer - Gray, Plant, Mooty, Mooty &
Chrisma Starr - Exelon Corporation
Last year's "Failure Party" session was such a success that
we decided to do it again! Our panel of experienced IT and KM professionals
will share lessons learned from projects that didn't go exactly as planned. We
revisit this topic in 2015 with a new panel of presenters, moderated again by
Scott Rechtschaffen. Join us to learn how to view your failures as foundations
for success! And if you're brave enough, bring your own lessons learned to
share with your peers.
Wednesday 1:30 PM:
A lineup of strong speakers makes part of the case for “Revolutionary
Integrations: It’s a Technology Mashup!”in Roman Ballroom II, #116. Learn about cutting-edge efforts to make
technology and new processes simpler for attorneys.
Meredith L. Williams, JD - Baker Donelson
Bearman Caldwell & Berkowitz
Jeffrey S. Rovner - O'Melveny & Myers LLP
Ginevra Saylor - Dentons
Attorneys need information about their matters from a variety of
sources, and the days of having to jump from one tool or system to the next are
over! See how firms are enabling collaboration, matter management and project
management by strategically fitting together technologies to create a single
platform where attorneys can create, collaborate, share and retrieve knowledge.
They are simplifying the way attorneys access and interact with dozens of
different technologies and creating next-generation systems designed to support
and streamline attorney workflows. See firsthand how they are making it happen!
Wednesday 3:30 PM:
Go next door to Roman Ballroom IV to hear about “Law Firm KM
Solutions for Law Departments”, #132, featuring:
Philip Bryce - Mayer Brown LLP
Rachelle Rennagel - White & Case LLP
Scott Reid - Littler Mendelson, P.C.
Some law firms are working with their clients to set up and support law
department knowledge management (KM) efforts by providing consultation, content
or both. Here we will address how law firm KM professionals can start knowledge
management efforts at law departments and how law departments can benefit from
partnering with their law firms to jumpstart or even outsource their KM
Wednesday 4:30 PM:
Stay in Roman IV and join law department and KM colleagues
for a reception sponsored by HighQ and the
ILTA KM Peer Group.
Thursday September 3
Thursday 9:00 AM:
ThreadKM is a product that enables matter-focused
social-network-style collaboration in legal organizations. With “KM” in the
vendor and product name I can’t leave it off the list. Florentine Ballroom III & IV, #137.
Dan Hauck - ThreadKM
John Grant - The Agile Attorney
you heard about real-time team chat applications like Slack or Hipchat? Have
you wondered what a "kanban" board is and how it makes project
management simple for lawyers? Learn how these technologies found in ThreadKM
can transform the way you and your attorneys work: get more done with much less
email, better document management system utilization and happier users. Bring
your mobile devices and laptops for this hands-on demonstration.
I expect that there will also be a KM component to the “Fast
and Furious” presentations by Distinguished Peer Award Nominees, in the
Augustus Ballroom (#key4.)
Thursday 11 AM
A tossup here in KM terms between #139, “Leveraging
Technology To Deliver Better Assessments of Legal Risk” and #144 “Best
Practices for Secure External Collaboration.”
- #139 “Leveraging
Technology To Deliver Better Assessments of Legal Risk”
This intriguing panel, in Roman Ballroom I, goes to the core
of one key facet of legal services provision, risk assessment, and looks at how
technology might improve how lawyers analyze and deliver evaluations of legal
Deborah P. Baron - Align Matters
Brett Tarr - Caesars Entertainment Legal
M. James Daley - Seyfarth Shaw LLP
Fundamentally, lawyers are risk managers, and we need to conduct and
deliver better assessments of legal risk. Join an expert panel as they discuss
how to accomplish this by leveraging existing and new technologies, and by
borrowing principles used in business for assessing risk, such as quantifying
risk and cost using modeling, analytics and projections.
- #144 “Best Practices for
Secure External Collaboration”
Email is no longer, if it ever was, an effective solution
for large-scale sustained file transfer and document collaboration. Technology,
legal policies, and client considerations are all changing rapidly in the File
Sync-and-Share space. I believe this session
will provide many practical takeaways for KM technology managers and others
charged with providing effective collaboration tools.
Speaking is Dave Forrestal of CISSP / Security360
firms want to keep their client files confidential and secure. Financial,
health care and other clients expect secure file transfers (even if they send
files to you unsecured). Another Outlook plugin is not the answer, and there
are many options for secure collaboration. Join us as we highlight various
architectures, solutions, strategies and other hot topics in this very active
space. Leave with a checklist on how to keep your client data and file
Thursday 1:30 PM (45
Another tossup here between a session on informal KM and
another on leveraging internal social collaboration tools.
Knowledge management in many organizations is accomplished
in part through professionals whose titles do not expressly value the pursuit
of effective KM. The next session
“Guerilla KM”, #151 in Roman I, acknowledges that KM can be effective in a
variety of ways even where there is no official “Chief Knowledge Officer.”
Kimberly Stein - Thomson Reuters West
Chad Ergun - Gibson, Dunn & Crutcher, L.L.P
Dwight Floyd - Parker Poe Adams & Bernstein
Silvia Leblanc - Morgan, Lewis & Bockius,
In many organizations, knowledge management is not an official
department or function, or has only recently evolved into one. Panelists will discuss how they launched
successful KM programs, built a grassroots KM movement, or created
cross-functional awareness and support for KM initiatives.
Out Loud: Dynamics of Enterprise
Collaboration #159 Florentine III /IV
This session looks at a topic that I have long been
interested in but that has gained little traction in private legal
organizations, enterprise collaboration tools or “social collaboration” /
Enterprise 2.0 approaches to work.
Mark Thorogood - Perkins Coie
Dan Hauck - ThreadKM
Conan Hines - Baker & Hostetler LLP
Are your users flooded by email? Do they loathe having to find the
latest version of a document among a dozen revised drafts being circulated?
Have you wondered how other businesses "work out loud" using tools
like Slack? If you answered "Yes" to any of these questions, this
session is for you. Yes, there is a better way to collaborate in the
enterprise. We will discuss the dynamics of enterprise collaboration and how
social collaboration tools can be used effectively in legal organizations. Hear
examples, key takeaways and the pros and cons of working out loud. Skeptics
Thursday 2:30 PM
No rest for the weary KM student, more choices in this slot.
Your Own Google: Creating an Effective
Internal Search Experience, #163
Search has long been a key focus of knowledge managers,
substituting in many instances for potentially vast amounts of unnecessary work
product classification and storage. This
panel combines folks from law firms with lots of experience in the trenches and
some very savvy representatives from leading enterprise search vendors.
Michael Tominna - DLA Piper
Derek Schueren - Recommind, Inc.
Evan Shenkman, - Ogletree, Deakins,
Nash, Smoak & Stewart, P.C.
Sean Coleman - BA Insight
our panel of industry leaders and law firm search experts for an engaging
discussion of search for the law firm intranet. We will discuss the importance
of an effective search experience, what an ideal search looks like from the
perspectives of different stakeholders and best practices you can use
regardless of which technology solution you've implemented.
B) Innovation Through
Automation: Implementing Effective
Document Assembly #165
Document assembly can be a very effective time-saver and is
an early example of a technology that could embody legal knowledge. Come here
how to do it well in Roman III. Speakers:
Donna Frugoli - Seyfarth Shaw LLP
Martha Ridge Breil - McGuireWoods LLP
Douglas Freeman - White & Case LLP
assembly applications and the use of templates have been around for quite a
while, but adoption has been either slow or non-existent in many legal
organizations. Successful firms are finding that there can be innovation
through automation, which will be discussed by a panel of representatives from
three different law firms. They'll share business drivers and benefits
associated with document assembly applications and tips for building a
framework for selecting, deploying and implementing a solution.
Thursday 3:30 PM
Leverage, Reuse, Extend: 20 Tips for Repurposing Technology
Effective legal KM and legal technology is not always about
buying the latest shiny new tool (sorry vendors). Milano I & II.
Paul C. Wittekind - Porzio, Bromberg &
Kate Simpson, JD - Bennett Jones LLP
Jennifer Mendez - Ogletree, Deakins, Nash, Smoak
& Stewart, P.C.
As IT and KM leaders, we need to deliver more value without increasing
our budgets. Here we'll share 20 ideas on how to get additional benefits from
the technology you might already have in place. We'll explore both the “tools”
perspective — what is possible with what you already have — and the “goals”
perspective — what existing tools you can leverage to accomplish your top goals.
Let's get started!
Another session that might be of interest to those focused on
document management is Matter Center for Office 365: Boosting Productivity for
Legal Professionals,” #178.#ILTACON2015 #KnowledgeManagementandSearch
All in all , quite a lineup of KM-related sessions and content!