O365 Symposium

O365 Symposium

February 20-21, 2020 | Chicago, IL USA

Microsoft Technology Center

How do we implement and administer O365 successfully? What are new processes to consider and what challenges will we face before, during, and after implementation? How will O365 benefit my firm or organization? How do we succeed after implementation? Join your ILTA peers for this 1.5 day symposium to learn, collaborate, and hear experiences to successfully execute O365 at your firm or organization.

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Who Should Attend?

This event is designed for anyone using or going to use Office 365. There's something for everyone!


Team Showcases

Showcases will highlight member firms, knowledge leaders, and business partners who will walk participants through best practices for Microsoft O365.

Registration Now Open!

Cancellation Policy:

  • Cancellations received before 30 days from event will have a $25 fee deducted from refund
  • Cancellations received 15-30 days from event will have a $50 fee deducted from refund
  • Cancellations received within 2 weeks of event — No refund


Sherry Kappel

Sherry has more than 30 years' experience in design, implementation and change management of content-authoring technologies. She has written and spoken widely to address the needs, goals and strategies of document-intensive businesses, and is an expert in Microsoft Office applications. She was recognized by ILTA as Innovative Consultant of the Year in 2014, and as Vendor Thought Leader in 2017. Sherry is a member of the Document Lifecycle Evangelist team at Litera Microsystems.

Jeffrey Roach

Jeffrey Roach, co-owner and President of Encoretech, Inc., is a highly- skilled communicator who has worked with law firms for nearly 30 years. His unique brand of edutainment has made him one of the most sought-after speakers in the tech and adult learning industries. Jeffrey is also an accomplished writer who blogs for The Huffington Post and has published a children's book and a memoir.

Day 1 Agenda

12:00 p.m. 12:00 - 1:00
Registration Open/Networking
1:00 p.m.

1:00 - 2:00
Intro/Current State of Office 365

  • Sherry Kappel, Technology Evangelist, Change Champion and Innovator at Litera Microsystems
  • Jeffery Roach, Partner at Encoretech
2:15 p.m.

2:15 - 3:30
Keeping it Classified: Secure your data with Azure Information Protection

  • Dan Paquette, Consultant at Kraft & Kennedy
3:45 p.m.

3:45 - 5:00
Tenant and Service Management: What You Need to Know to Manage Your Environment

  • John Chambers, Technology leader, Cloud Evangelist at Netrix, LLC
5:00 p.m. 5:00 - 6:00
Cocktail Reception
Sponsored by:


Day 2 Agenda

7:45 a.m.

7:45 - 8:30
Sponsored by:


8:30 a.m.

8:30 - 9:30
Showcase: Deployment Best Practices

  • Jay Parekh,Partner, Legal Vertical Practice Lead, Advisory Committee at Netrix, LLC
  • Dean Ponce, Senior Desktop Engineer at Sidley Austin LLP
  • Matthew J. Johnson, Desktop & Remote Access Manager at Sidley Austin LLP
9:45 a.m.

9:45 - 10:45
Showcase: Managing the Hamster Wheel – The Cycle of Office Updates

  • Rex Balboa, Systems Business Analyst at Perkins Coie LLP
  • Scott Christensen, Vice President at Olenick
  • TJ Johnson, Strategy Director - Professional Services at Olenick
11:00 a.m.

11:00 - 12:00
Showcase: Leveraging Teams

  • Brownie Davis, Managing Architect, Software Engineering at Fish & Richardson P.C.
  • Sheetal Jain, Chief Technology Officer at Prosperoware
12:00 p.m.

12:00 - 1:00
Sponsored by:


1:00 p.m.

1:00 - 2:00
Showcase: Exchange Online

  • Sue Keno, Owner, Keno Kozie Associates
  • Eli Nussbaum, Managing Director at Keno Kozie Associates
  • Chris Clai, Senior Cyber Security Engineer at Keno Kozie Associates
  • Joe M. Dombrowski, Information Technology Manager at Horwood Marcus & Berk Chartered

2:15 p.m.

2:15 - 3:15
Showcase: SharePoint Online

  • Guy Wiggins, Manager - Director of Practice Management at Kelley Drye
  • Corey Harrison, Director, O365 Practice at Protiviti
3:30 p.m.

3:30 - 4:30
Showcase: Power BI

  • Manuel Calderon, Vice President Sales and Marketing, Technology Evangelist at FlexManage
  • Taimur Baig, BI Solutions Architect at FlexManage
4:30 p.m. 4:30 - 4:45
Wrap up the day


Microsoft Technology Center

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