ILTA Voices

Often, we hear that the mistakes are what make us learn the most; during this podcast series we will find out what should have happened, what actually happened, and then dive into lessons learned. Knowing that hard work often breeds success, we want to know how a “What Went Wrong” moment changed the course of a career, an idea, or a life. Speakers: Isidore U. Okoro - Director of Information Technology, Miller Johnson Beth Anne Stuebe - Senior Content Manager, ILTA

As I write to you today, I am reflecting on the issue of firsts. Not only is this the first P2P of the new year, it is also my first column as CEO of ILTA. This month, you will see our first issues in the re-launch of our HomeBase and PartnerCentral e-newsletters. In late April/early May, we hope to see you at our first-ever innovation and young professionals events. Actually, my original plan for this column was to reflect on Servant Leadership – that will be a theme across all my columns in 2019. However, first allow me to indulge a little more in a reflection on firsts. Speakers: Joy Heath Rush, CEO - ILTA Beth Anne Stuebe - Senior Content Manager, ILTA

Well governed information should provide value beyond the institution. Please join us for a discussion on how your IG program can provide value to your clients. Maria Richardson and Diane Ibarra share their experiences and thoughts regarding IG controls, processes, compliance and the relationship to firm clients. Moderator: Kathryn McRae - Director of Research and Knowledge Services, Hawkins, Delafield & Wood Speakers: Diane Ibarra - Director of Records and Information Management, Hughes, Hubbard & Reed, LLP Maria Richardson - Associate Director, Global Records & Information Governance, White & Case, LLP

Welcome to the Spring edition of the ILTA podcast “HopsCast.” Our guest today is Joshua Wulf. Josh is a Litigation Technology Analyst at Vorys, Sater, Seymour and Pease LLP, and is based out of Cincinnati. He’s joining us today to talk about changing job roles, tackling new challenges head-on, innovation, ILTA, sports and how they relate to life, and assorted other fun facts.

Welcome to the second installment of The Paradox of Succession Planning. In this podcast we discuss mentoring and managing up. Give it a listen and be sure to take the survey to help steer our third and final conversation in this series. You may also be interested in reading the first installment, "How to Mentor Yourself Out of One Job and On to the Next Job". Speakers: Joy Heath Rush - CEO, ILTA Doreen Watt - Project Manager, Vorys, Sater, Seymour and Pease LLP

Welcome to Evolving KM, a podcast where we discuss how Knowledge Management is progressing and the impact that’s having on KM professionals. In each episode, we interview people who have either worked in or on the periphery of Knowledge Management We get their perspective on how this profession is evolving to meet the shifting demands of legal service delivery. We hope you enjoy this episode! In this episode, our guest is Joe Davis, a member of ILTA’s Program Planning Council and 20-year veteran of the legal technology industry. Joe recently published a blog post, “AI Roundup 2018 - A Guide to ILTA’s Artificial Intelligence Content,” which prompts our discussion about AI. We talk about trends and impact of AI in the legal industry, strategy, data science and model training and FOMO. And yes, ham sandwiches. Joe is very thoughtful about AI and has a nice speaking voice, so you won’t want to miss this episode. Hosts: Gwyn McAlpine oversees the knowledge management program at Perkins Coie LLP, an international law firm with 1,000 lawyers in 19 offices. Gwyn's focus is on creating value for clients by enabling attorneys to practice law more efficiently and collaboratively. In addition to more traditional KM initiatives, KM at Perkins Coie includes library and research services, internal and external collaboration, and AI and expert systems. Gwyn practiced corporate law for 10 years before fully transitioning to knowledge management. Amy Monaghan is the Practice Innovations Manager within the knowledge management group at Perkins Coie LLP. She works side-by-side with practice groups to further KM initiatives, particularly those involving artificial intelligence systems and other advanced technologies, such as document assembly, logic systems, workflow tools and contract analysis tools. Previously, Amy was in a similar role at Chapman and Cutler LLP.

Join ediscovery experts Albert Chen, Shawn McClurg and Jeanette Weir as they discuss policy and procedure within the EDRM lifecycle of practice technology. Moderated by Phil Weldon they discuss important policies and procedures major firms use today from case inception to case close out. Come join the fun! Moderator: Phil Weldon - E-Discovery & Practice Technology Manager, Fried Frank Harris Shriver & Jacobson LLP Panel: Albert Chen - eDiscovery Services Client Solutions Manager, Holland & Knight Shawn M. McClurg, CEDS - Litigation Support Manager, Miles & Stockbridge Jeanette Simone Weir - New York Litigation Support Manager, WilmerHale

In this podcast, Irene Ivanova, Hector Bravo-Trujillo and Daniel S. Acevedo share their experiences and thoughts regarding how LPM efforts are addressed in the USA and Latin America, the difficulties that legal project managers practitioners have in both jurisdictions and what can Latin American Law Firms do in order to improve their LPM capabilities. Speakers: Daniel S. Acevedo - Head of Strategy and Project Management, Galicia Abogados S.C. Hector Bravo-Trujillo - Specialist Support, Baker Mackenzie Mexico Irene Ivanova - Senior Legal Project Manager, Baker Mackenzie, North America Recorded on 12-21-18

Welcome to Evolving KM, a podcast where we discuss how Knowledge Management is progressing and the impact that’s having on KM professionals. In each episode, we interview people who have either worked in or on the periphery of Knowledge Management and get their perspectives on how this profession is evolving to meet the shifting demands of legal service delivery. We hope you enjoy this episode! In this episode, we speak with our guest Kathleen Hogan, Director of Education and Knowledge Integration at McCarthy Tétrault in Toronto. Kathleen brings years of experience in the legal industry, from research lawyer to in-house and law firm KM and professional development. We discuss Kathleen’s article in the recently published KM White Paper, Practical Tips on Staying Practical in an Innovative Culture, including her thoughts on soft launches, agile teams, and working with attorneys. We then address Kathleen’s provocative article, Women in Legal Tech, published earlier this Fall on Slaw, Canada’s online legal magazine. Kathleen tells the story of an unfortunate, but unfortunately common, experience she had as a woman in legal technology. We discuss strategies for combatting gender bias, and Kathleen shares her advice for women aspiring to advance. Listen to this episode for ideas you can put into practice today! Hosts: Gwyn McAlpine oversees the knowledge management program at Perkins Coie LLP, an international law firm with 1,000 lawyers in 19 offices. Gwyn's focus is on creating value for clients by enabling attorneys to practice law more efficiently and collaboratively. In addition to more traditional KM initiatives, KM at Perkins Coie includes library and research services, internal and external collaboration, and AI and expert systems. Gwyn practiced corporate law for 10 years before fully transitioning to knowledge management. Amy Monaghan is the Practice Innovations Manager within the knowledge management group at Perkins Coie LLP. She works side-by-side with practice groups to further KM initiatives, particularly those involving artificial intelligence systems and other advanced technologies, such as document assembly, logic systems, workflow tools and contract analysis tools. Previously, Amy was in a similar role at Chapman and Cutler LLP.

Welcome to the inaugural edition of the ILTA podcast "HopsCast". Here we'll talk technology, innovation, ILTA, sports and how they relate to life, and assorted other ILTA fun facts. Speakers: Beth Anne Steube, Content Marketing Manager - ILTA Rick Krzyminski, Chief Knowledge Management Officer - Baker Donelson Bearman Caldwell & Berkowitz

Welcome to the inaugural edition of the ILTA podcast "What Went Wrong". Here, safe within the confines of the podcast, and long removed from the origin of the stories we’ll look back on, we’ll discuss with ILTA members, partners, and colleagues pinnacle moments in their careers — that all started — with something that went wrong. Speakers: Beth Anne Steube, Content Marketing Manager - ILTA Michele Gossmeyer, Global Director, Information Governance, Risk and Compliance - Dentons

I’ve always been known as the “What About?” person. Through my days as IT Director of a law firm, managing the law department of a global life insurance company, working with many IT Leaders across the legal industry in my work at ILTA, and now as legal strategist at an IT services and consulting firm (Olenick), I’ve been the one asking “Why?” and “Why Not?” Being inquisitive has helped me fill in context and lead successful, creative problem-solving projects. I’ve honed my provocative questioning skills over time, and now I share ideas on how to ask the right questions, at the right time, of the right people, and in doing so, help lead your legal organization into a successful future. Speakers: Beth Anne Steube, Content Marketing Manager - ILTA TJ Johnson, Practice Development Lead - Olenick & Associates

In this day and age, compensation alone, is no longer enough to attract and retain top talent. I’ve noticed this first hand in the eDiscovery market. I speak to ten plus candidates in a given day and I always ask the question, “What is most important to you in a new role?” Ten years ago, that answer was usually in the world of money, or benefits, but today, about 80% of individuals I speak to are answering that question with something related to culture. To be clear, this does not mean that organizations are able to pay under market, it simply means that they must build an offering beyond compensation in order to remain competitive and win top talent. The companies in the eDiscovery space that are most successful in attracting top talent are offering innovative cultures as their weapon against compensation warfare. Speakers: Beth Anne Steube, Content Marketing Manager - ILTA Nikki MacCallum, Strategic Talent Manager - Lighthouse

Happy New Year! I can’t believe almost a quarter has passed since we last “spoke” via Peer to Peer. The old saying about time flying when you’re having fun is certainly true from my perspective. I have been enjoying every minute of meeting with the citizens of ILTA-land: members, volunteer leaders, business partners, and ILTA staffers. Speakers: Beth Anne Stuebe - Senior Content Manager, ILTA Joy Heath Rush, Interim CEO - ILTA

In this podcast, we discuss the role of paralegals in litigation support and ediscovery, and examine opportunities for bringing more paralegals into litigation support. You may also wish to read Boot Camp for Training Paralegals. Speaker: Amy Bowser-Rollins - Legal Industry Educator Interviewer: Joan Washburn - Director of Litigation eDiscovery Services, Holland & Knight

Welcome to Evolving KM, a podcast where we discuss how knowledge management is progressing and the impact that's having on KM professionals. In each episode, we interview people who have worked in or on the periphery of KM and get their perspectives on how this profession is evolving to meet the shifting demands of legal service delivery. We hope you enjoy this episode! Our guests in this episode are third-year law students from Michigan State University College of Law, with whom we worked on a class project to develop an app related to SEC reporting compliance (specifically the Form 10-K). Their class in the Legal RnD program related to the intersection of law, process improvement and technology. We talk about the students' experiences and the skills they learned that will translate to their future careers, whether as lawyers or legal technologists. Moderators: Gwyn McAlpine - Director of Knowledge Management Services, Perkins Coie Amy Monaghan - Practice Innovations Manager, Perkins Coie Guests: Austin James received his J.D. at Michigan State University College of Law in 2018 and holds a B.S in Political Science. Austin is from Montana and is especially interested in applying legal technology and process improvement to benefit the small firms and solo practitioners he encounters there. Morgan Rogalke is a 2019 J.D. candidate at Michigan State University College of Law and holds bachelor's degrees in Human Biology and Nutritional Science. Morgan has a diverse background in science, theology and fitness and hopes to pursue FDA compliance work. Eric Villanueva is a 2019 J.D. candidate at Michigan State University College of Law and holds a B.A. in Linguistics. Eric has programming experience that he found especially relevant in automating legal processes.

Secure and productive mobility has never been more possible. Lighter hardware, feature-rich software, and intuitive security are culminating in a new zenith for mobility. Speakers: Beth Anne Steube, Content Marketing Manager - ILTA Chris Owens, CTO - Kraft & Kennedy, Inc.

Positioning to serve your clients better. Speakers: Beth Anne Steube, Content Marketing Manager - ILTA Michael Lowe, President - Harding-Lowee, LLC

Michigan-based law firm Miller Johnson has groomed a culture of technological innovation by simply getting everyone involved. Speakers: Beth Anne Steube, Content Marketing Manager - ILTA Frank Radeck, Senior Systems Engineer - Miller, Johnson, Senn & Cummiskey, P.L.C.

Thank you for everything all of you do to make ILTA the unique and amazing organization that we love. Looking forward to working with all of you! Speakers: Beth Anne Steube, Content Marketing Manager - ILTA Joy Heath Rush, Interim CEO - ILTA

Gain a deeper understanding of the information and process flows within the firm, which can inform ongoing improvements in legal operations. Speakers: Beth Anne Steube, Content Marketing Manager - ILTA Mark Gerow, Director of Applications Development and Business Process - Fenwick & West LLP

Welcome to Evolving KM, a podcast where we discuss how Knowledge Management is progressing and the impact that’s having on KM professionals. In each episode, we interview people who have either worked in or on the periphery of Knowledge Management We get their perspective on how this profession is evolving to meet the shifting demands of legal service delivery. We hope you enjoy this episode! Guest: In this episode, we speak with three partners from Fireman & Company, a premier legal knowledge management consulting firm: Joshua Fireman is the founder and president of Fireman & Company. He is a former practicing lawyer and advises law firms on knowledge management, change management and firm strategies. In addition to consulting, Joshua is a frequent speaker on these topics. Ron Friedmann is a pioneer in practice support, legal process improvement and knowledge management. He is also a leader in alternative sourcing models. Ron is a prolific writer and tweeter, and we recommend following him at Prism Legal and on Twitter. During the podcast, we reference his article on multidisciplinary teams, which you can find here. Tom Baldwin brings a focus on team building, user experience and attorney working practices to drive practice efficiencies and profitability. Before becoming a consultant, Tom has large law firm experience as both CIO and CKO. Joshua, Ron and Tom collectively have decades of wide-ranging experience in the legal industry, and we always love listening to their thoughts. Join us as we discuss with them the changes in the legal industry, particularly challenges and opportunities for knowledge management programs. They review the evolution of KM from 1.0 to 2.0 to 3.0, from a cost center to a revenue driver, and from being useful to being critical. They also give advice for those looking to enter the profession or to develop their skills. Hosts: Gwyn McAlpine oversees the knowledge management program at Perkins Coie LLP, an international law firm with 1,000 lawyers in 19 offices. Gwyn's focus is on creating value for clients by enabling attorneys to practice law more efficiently and collaboratively. In addition to more traditional KM initiatives, KM at Perkins Coie includes library and research services, internal and external collaboration, and AI and expert systems. Gwyn practiced corporate law for 10 years before fully transitioning to knowledge management. Amy Monaghan is the Practice Innovations Manager within the knowledge management group at Perkins Coie LLP. She works side-by-side with practice groups to further KM initiatives, particularly those involving artificial intelligence systems and other advanced technologies, such as document assembly, logic systems, workflow tools and contract analysis tools. Previously, Amy was in a similar role at Chapman and Cutler LLP.

Kenny, Brenda and Heath discuss risk and probability-based incident and business continuity roundtables. Topics range from the who, what and why of testing to scenario options, roundtable logistics and case study comparisons. Speakers: Brenda Ferraro - Senior Director of Networks, Prevalent Kenny Leckie - Sr. Technology & Change Management Consultant Heath Stanley - Director, Virtual Compliance

Welcome to Evolving KM, a podcast where we discuss how Knowledge Management is progressing and the impact it is having on KM professionals. In each episode, we interview people who have either worked in or on the periphery of Knowledge Management. We're given their perspective on how this profession is evolving to meet the shifting demands of legal service delivery. We hope you enjoy this episode! In this episode, we have a thought-provoking conversation with Kate Simpson, the National Director of Knowledge Management at Bennett Jones in Toronto. Kate started her career in an online legal publishing startup in London, and then built a consultancy practice for KM and design thinking for law firms in the UK and Canada. She applies the best practices of these roles to her current KM position, focused on the intersection of people, process and technology. Kate is a regular writer for Canadian Lawyer magazine, including an article exploring the role of product managers in law firms, in which she advocates for a user-focused approach. She has been involved in the Institute for the Future Practice of Law to promote innovation with the next generation of lawyers. Without predicting the future, Kate shares the attributes she sees as most important for an evolving KM team. Tune in to hear the discussion unfold! Moderators: Gwyn McAlpine oversees the knowledge management program at Perkins Coie, an international law firm with 1,000 lawyers in 19 offices. Gwyn's focus is on creating value for clients by enabling attorneys to practice law more efficiently and collaboratively. In addition to more traditional KM initiatives, KM at Perkins Coie includes library and research services, internal and external collaboration, and AI and expert systems. Gwyn practiced corporate law for 10 years before fully transitioning to knowledge management. Amy Monaghan is the Practice Innovations Manager within the knowledge management group at Perkins Coie LLP. She works side-by-side with practice groups to further KM initiatives, particularly those involving artificial intelligence systems and other advanced technologies, such as document assembly, logic systems, workflow tools and contract analysis tools. Previously, Amy was in a similar role at Chapman and Cutler LLP.

Please join us during this quarter's knowledge management virtual roundtable as we discuss all things ILTACON 2018. KM professionals will highlight what they heard, what their favorite takeaways were, impressions of the KM-specific track and the collaboration sessions. If you attended ILTACON 2018, we encourage you to share your feedback as well. If you didn't get a chance to attend this year, this is a great opportunity to hear what your fellow KMers thought was hot and what was not. We look forward to the conversation! Panel: Gwyn McAlpine - Director of Knowledge Management Services, Perkins Coie Amy Monaghan - Practice Innovations Manager, Perkins Coie

Please join us during this quarter's financial management virtual roundtable as we discuss all things ILTACON 2018. We'll highlight what our panel heard, what their favorite takeaways were, information they obtained while at the conference and much more. If you attended ILTACON 2018, we encourage you to share your feedback as well. If you didn't get a chance to attend this year, this is a great opportunity to hear what your fellow members thought was hot and what was not. We look forward to the conversation! Panel: Andrea Engels - Director of Finance, Goodmans Jarmila Pencikova - Director of Finance and Controller, Osler, Hoskin & Harcourt LLP Robin Simmons - CFO, Rogers Towers, PA Recorded on 9-11-18

Welcome to Evolving KM, a podcast where we discuss how Knowledge Management is progressing and the impact it is having on KM professionals. In each episode, we interview people who have either worked in or on the periphery of Knowledge Management. We're given their perspective on how this profession is evolving to meet the shifting demands of legal service delivery. We hope you enjoy this episode! Our guest in this episode is Kim Stein, National Manager of Knowledge Management at Thomson Reuters. Kim has been working with KM solutions at Thomson Reuters for 16 years. In her role, she has had the opportunity to visit law firms across the United States and talk with people responsible for KM programs at all stages of maturity. She shares with us her thoughts on growing roles in KM and their key characteristics. Be sure to also check out Kim's podcast, "KM with Kim" through her LinkedIn page (look under Projects). Moderators: Gwyn McAlpine oversees the knowledge management program at Perkins Coie, an international law firm with 1,000 lawyers in 19 offices. Gwyn's focus is on creating value for clients by enabling attorneys to practice law more efficiently and collaboratively. In addition to more traditional KM initiatives, KM at Perkins Coie includes library and research services, internal and external collaboration, and AI and expert systems. Gwyn practiced corporate law for 10 years before fully transitioning to knowledge management. Amy Monaghan is the Practice Innovations Manager within the knowledge management group at Perkins Coie LLP. She works side-by-side with practice groups to further KM initiatives, particularly those involving artificial intelligence systems and other advanced technologies, such as document assembly, logic systems, workflow tools and contract analysis tools. Previously, Amy was in a similar role at Chapman and Cutler LLP. Recorded on 9-7-18

Welcome to another episode of Evolving KM, a podcast where we discuss how knowledge management is progressing and the impact that's having on KM professionals. In each episode, we interview people who have worked in or on the periphery of knowledge management and get their perspectives on how the profession is evolving to meet the shifting demands of legal service delivery. Be sure to follow the knowledge management category on ILTA Radio so you don't miss a thing, and contact us if you'd like to be interviewed for a future episode! Our guest in this episode is Sukesh Kamra, the National Director of Knowledge Management at Norton Rose Fulbright in Toronto. Beginning his career as a technology law lawyer, his interest in technology led him to a master's program in Law and Technology and, from there, almost accidentally into knowledge management. Now with 14 years in the field, Sukesh has experienced the evolution of KM firsthand, from precedents and search, to a greater focus on process and technology. We talk about the skill sets needed for different roles in a KM team, such as supporting traditional KM functions, engaging with the business of law and applying AI and other advanced technologies. We also discuss the change going on in the legal industry, which Sukesh frames as a cultural shift. You won't want to miss his great suggestions for staying current on KM! Hosts: Gwyn McAlpine oversees the knowledge management program at Perkins Coie LLP, an international law firm with 1,000 lawyers in 19 offices. Gwyn's focus is on creating value for clients by enabling attorneys to practice law more efficiently and collaboratively. In addition to more traditional KM initiatives, KM at Perkins Coie includes library and research services, internal and external collaboration, and AI and expert systems. Gwyn practiced corporate law for 10 years before fully transitioning to knowledge management. Amy Monaghan is the Practice Innovations Manager in the knowledge management group at Perkins Coie LLP. She works side-by-side with practice groups to further KM initiatives, particularly those involving artificial intelligence systems and other advanced technologies, such as document assembly, logic systems, workflow tools and contract analysis tools. Previously, Amy was in a similar role at Chapman and Cutler LLP. Recorded on 8-10-18

Welcome to another episode of Evolving KM, a podcast where we discuss how knowledge management is progressing and the impact that's having on KM professionals. In each episode, we interview people who have worked in or on the periphery of knowledge management and get their perspectives on how the profession is evolving to meet the shifting demands of legal service delivery. Be sure to follow the knowledge management category on ILTA Radio so you don't miss a thing, and contact us if you'd like to be interviewed for a future episode! Our guest in this episode is Toby Brown, the Chief Practice Management Officer at Perkins Coie LLP. He parlayed an earlier KM role into a new pricing function, which opened the door to practice innovation, legal project management and process improvement. Listen as this "Prophet of Profit" discuss how KM and practice innovation drive (and are empowered by) a focus on profitability. Toby also talks about his work with the SALI (Standards Advancement for the Legal Industry) Alliance, which is a developing a standard taxonomy of matter types to facilitate improvements in budgeting and innovation. Hosts: Gwyn McAlpine oversees the knowledge management program at Perkins Coie LLP, an international law firm with 1,000 lawyers in 19 offices. Gwyn's focus is on creating value for clients by enabling attorneys to practice law more efficiently and collaboratively. In addition to more traditional KM initiatives, KM at Perkins Coie includes library and research services, internal and external collaboration, and AI and expert systems. Gwyn practiced corporate law for 10 years before fully transitioning to knowledge management. Amy Monaghan is the Practice Innovations Manager in the knowledge management group at Perkins Coie LLP. She works side-by-side with practice groups to further KM initiatives, particularly those involving artificial intelligence systems and other advanced technologies, such as document assembly, logic systems, workflow tools and contract analysis tools. Previously, Amy was in a similar role at Chapman and Cutler LLP. Guest: Toby Brown is an active member and leader in organizations devoted to legal knowledge management, and he speaks to national audiences on legal pricing, alternative fee arrangements and other law firm financial management issues. He is the founder of the Legal Marketing Association's annual P3 Conference, which brings together over 400 pricing, project management and process improvement experts in the legal profession. Toby also co-founded the "3 Geeks and a Law" blog and co-authored the book, Law Firm Pricing: Strategies, Roles and Responsibilities. He is active on Twitter as @gnawledge and can be found on LinkedIn at www.linkedin.com/in/tobinbrown.

In March, 2018, the Attorneys’ Liability Assurance Society held their biennial security event in Washington, DC. ALAS is a member owned legal malpractice carrier. Many ILTA members are also members of ALAS and attended this Conference. In a podcast, here’s a few of the takeaways our members came away with from the Conference.

In 2018, the Sedona Conference released a commentary on Corporate Bring-Your-Own-Device (BYOD) for legal professionals, involving data management, ediscovery practices, policy development and employee protection considerations. The core components of this commentary are five principles that impact considerations for a BYOD program within a corporate organization. As corporate organizations move into situations where BYOD is a business direction, it's important for legal professionals in these organizations to consider what a BYOD program consists of, how employee and organizational goals and protections are considered, and why ediscovery plays a role in the development of a BYOD program. In this ILTA Radio installment, a panel of legal industry professionals discusses the Sedona Conference commentary's five principles, scenarios on how legal business dynamics are structured for a BYOD program, risks and what goes in to making a program work. Panel: Jack Thompson (Moderator) - Sr. Manager, eDiscovery & Legal Operations, Sanofi Kemoy Foster - eDiscovery Manager, Swiss Re Kim-An Hernandez - Senior Counsel for Information Technology + eDiscovery + Knowledge Management, International Paper Bonnie Kennedy - eDiscovery Manager, Delta Air Lines Recorded on 8-1-18

Welcome to Evolving KM, a podcast where we discuss how knowledge management is progressing and the impact that's having on KM professionals. In each episode, we interview people who have worked in or on the periphery of knowledge management and get their perspectives on how the profession is evolving to meet the shifting demands of legal service delivery. Be sure to follow the knowledge management category on ILTA Radio so you don't miss a thing, and contact us if you'd like to be interviewed for a future episode! In this short first episode, we introduce you to your hosts, and discuss why we are undertaking this podcast series and what you can expect in coming weeks. We hope you enjoy it! Hosts: Gwyn McAlpine oversees the knowledge management program at Perkins Coie LLP, an international law firm with 1,000 lawyers in 19 offices. Gwyn's focus is on creating value for clients by enabling attorneys to practice law more efficiently and collaboratively. In addition to more traditional KM initiatives, KM at Perkins Coie includes library and research services, internal and external collaboration, and AI and expert systems. Gwyn practiced corporate law for 10 years before fully transitioning to knowledge management. Amy Monaghan is the Practice Innovations Manager in the knowledge management group at Perkins Coie LLP. She works side-by-side with practice groups to further KM initiatives, particularly those involving artificial intelligence systems and other advanced technologies, such as document assembly, logic systems, workflow tools and contract analysis tools. Previously, Amy was in a similar role at Chapman and Cutler LLP.

Every day you build your brand without even knowing it! Through day-to-day conversations, social media presence, published articles and participation at conferences and industry events, you put yourself out there and leave impressions. These impressions organically build your brand. This lively conversation explores practical tips on building your brand. We discuss why your personal brand is important, how it can help open doors to new opportunities and simple ways to put yourself out there successfully. Speakers: Carolyn Anger is the Manager of Litigation Support and eDiscovery at Stikeman Elliott LLP. With over 15 years of experience in practice support, technology and discovery management, she has extensive technological and legal knowledge of ediscovery processes, from identification and preservation through document production and document presentation at trial and beyond. She champions the use of technology and project management to provide cost effective, efficient and defensible solutions to clients. Carolyn has a passion for developing electronic protocols and procedures in the courts to assist modernizing them for the future. Adi Elliott leads software strategy for Epiq's global ediscovery business. He joined the company via the acquisition of Iris Data Services where he led product management, marketing and sales operations. Prior to Iris, Adi led Relativity's marketing and enterprise sales teams, guiding the creation and definition of the company's brand, as well as overseeing its growth with law firms, corporations and government agencies. He previously held a variety of product and marketing positions in the U.S. and Israel. Adi has been a speaker on the topics of future-looking trends in technology, the business of ediscovery, advanced ediscovery technologies, B2B marketing, and hiring and training top talent.

We don't usually think of a call to a help desk as a warm and fuzzy interaction. Tech teams seem to take the approach of "take the call, find the problem, fix the problem, take the next call." What about our tech teams' ability to build rapport and empathy with our user base? In this ILTA Radio session, some top IT leaders discuss teaching technical team members to acquire and use more soft skills in addition to their highly sought-after computer engineering skills. Speakers: Stuart Cook is the Director of Information Systems at Graves Dougherty Hearon & Moody in Austin, TX. He is directly or indirectly responsible for all computer operations, networking, voice and data infrastructure, software acquisition and updating, information security and training. James McKenna is Fenwick & West LLP's Chief Information Officer. He is responsible for its information technology, security, development, audio visual and practice support. Previously, James was with Morrison & Foerster LLP for 17 years. He has directly managed all aspects of IT, practice support and information security, and is a Certified Information Security Systems Professional. James has written articles, won awards and sits on the ILTA Board of Directors. Luke Schnoebelen is the Manager of Learning and Development at Shook, Hardy & Bacon, managing technical training and elearning development. He is solidifying a development process to improve the technology expertise for all firm employees, associates and partners. Luke also assists with all facets of in-house CLE, technology adoption and general promotion of process improvements. Michelle Spencer's skills reside at the intersection of people, processes, technology and learning. She can translate technology for non-technical people and manage projects by getting groups connected and communicating, enabling them to work effectively towards their end goal. Michelle is adept at managing learning and IT projects from both the technical and human perspectives. She uses her knowledge, gained from three decades spent on both legal and IT project teams, to help your team. Recorded on 5-14-18

In the constantly evolving world of information technology, the way managers think about staffing for key roles must also evolve. In this podcast, we discuss methods for identifying key candidates, thoughts around job descriptions and their impact on filling roles, and building relationships with in-house recruiters and staffing firms that will aid in finding the newest member of your team. Additionally, we discuss the evolution of positions in your organization that can make it difficult to replace key team members when it becomes necessary, as well as managing teams that include vendors and consultants. Speakers: Brandi Hester, PMP is the Applications Development Manager at Andrews Kurth Kenyon, and an ILTA Member Liaison for Houston. A new face in the legal space, she has been managing teams of developers and database administrators for many years and has developed a passion for building collaborative teams that include IT and the business and practice areas. Brandi works as a liaison between IT and other departments to translate technology concepts and business needs. Broadus Pettiford, PMP is the Director of Information Technology at the Virginia Office of the Attorney General. He also serves as an ILTA Member Liaison for the Richmond, VA area. Broadus has over 16 years of information technology experience and a newfound focus on developing technical leaders, organizing their efforts to advance the businesses they support. Luke Schnoebelen is the Manager of Learning and Development at Shook, Hardy & Bacon. An ILTA volunteer for the past six years, he is a Member Liaison for Kansas City and received ILTA's Young Professional of the Year award in 2017. Luke is always open to talking about all things technology, training and soccer. Recorded on 12-21-17

As Microsoft continues to evolve their server platforms, there is an increased push toward integration with Office 365 and Azure. In this follow up to ILTACON 2018's "What's New in Microsoft Server Platforms," we move the discussion deeper into Microsoft's hybrid cloud with a focus on: SharePoint integration Security and compliance features Authentication and federation Hybrid search Speakers: Nilesh Mehta, the founder and CEO of NGenious Solutions Inc., has nearly 20 years of experience working with enterprise organizations. An enterprise architect across various Microsoft technologies, he drives the company as a key motivator and mentor leading talented professionals. Well known in the industry for his experience in developing enterprise solutions using Microsoft technologies, Nilesh has been awarded the Microsoft P-TSP status for the past five years, is a V-TSP and is also the founder and Chairman of the New York SharePoint User Group. His focus on Microsoft technologies inspired him to co-author the book "SharePoint 2007: The Definitive Guide." Lance N. Rea is the Chief Information Officer of Epstein Becker Green, based in the firm's New York office. He has approximately 20 years of experience working in the information technology field. Prior to joining Epstein Becker Green, Lance spent 10 years as the CIO of a full-service New York-based law firm. Patrick Sklodowski, a Principal with Square10 Solutions, is a proven technology professional with over two decades of expertise. He works with clients to provide strategic and business direction while ensuring successful delivery of projects to a unique blend of large enterprises, mid- and small-sized firms. Patrick's areas of specialty include system architecture, delivery of cloud solutions, messaging, technical project management, disaster recovery, virtual desktop and complex migrations. He is regularly invited to present on such topics as technology trends, messaging and retention, storage, cloud computing, mobile and disaster recovery.

Lately, legal tech news has been flooded with a number of ediscovery mergers and acquisitions (M&A). Just to name a few: Epiq purchased by DTI investors Clearwell acquired by Symantec Equivio acquired by Microsoft Content Analyst acquired by kCura Recommind by OpenText RAVN by iManage Lighthouse and Discovia In this ILTA Radio episode, we interview a panel of ILTA members from law firms and legal departments who share their insights, lessons learned and best practices for dealing with ediscovery M&A. We cover cases where one service provider is acquired by another provider and product acquisitions where a core application is acquired by another enterprise software provider, a product is acquired and remains available and when the product is abandoned. Interviewer: Catherine McPherson - Litigation Management Consultant, Bartlit Beck Herman Palenchar & Scott LLP Panelists: Dera Nevin - Director of eDiscovery, Proskauer Rose LLP Duane Lites - Director, Litigation Support, Jackson Walker L.L.P. Bonnie Boudreaux - Practice Support Coordinator, Jones Walker LLP Deanna Blomquist - Senior Manager - IT/eDiscovery, Dish Network

For everyone except Doctor Who, time marches on. How is that future impacting the skill sets that law firm technologists need to have? Listen to a conversation on current and future skill sets and how people, process and *new* technology is impacting the delivery of legal services. Speakers: Jeffrey Brandt is the Chief Information Officer at the law firm of Jackson Kelly PLLC and has over 30 years of experience in the field of legal automation. Jeffrey is also editor of the popular PinHawk Law Technology Daily Digest, a respected thought leader in the legal technology community and a frequent educational speaker at industry conferences. Mitch Owens is the CTO at Gilbert + Tobin and leads the firm’s technology function. He has held senior roles in the global banking and professional services industries for many years. With a background that is predominately outside legal Mitch is able to provide a different, and interesting, slant on technology challenges that face legal firms today. The focus for Mitch, and his team, is clients - internal or external. He is constantly evaluating against the expected and looking to give them advantages. He has a diverse understanding of business functions and processes allowing for creative technology solutions. Luke Schnoebelen manages technical training and e-learning development for his firm. He is solidifying a development process to improve the technology expertise for all firm employees, associates and partners. Luke also assists with all facets of in-house CLE, technology adoption and general promotion of process improvements.

Reporting is one of the most important and sometimes frustrating features of a LMS. Because firms have different needs, it can sometimes be difficult to get exactly what you need. Even with the data in hand, it may require skilled Excel manipulation. In this podcast, your ILTA panelists share great ideas and insights on how they are using reporting and getting at the data they need. We even touch on connecting the dots between your LMS data and actual performance data. Moderator: Michelle Spencer's skills reside at the intersection of people, processes, technology and learning. She can translate technology for non-technical people and manage projects by getting groups connected and communicating, enabling them to work effectively towards their end goal. Michelle is adept at managing learning and IT projects from both the technical and human perspectives. She uses her knowledge -- gained from three decades spent on both legal and IT project teams -- to help your team. Speakers: Sean McGinty is the Senior Learning and Development Engineer at Carlton Fields, where his focus is on instructional design, audio/video production, LMS management and instructor lead training. He has worked in legal for over nine years and has over 20 years of experience in learning and development, spanning multiple industry groups. Sean holds several certifications in instructional systems design and learning and development software packages. Claire Morris is an IT Training Manager for a leading international law firm. An accomplished professional with over 15 years of legal technology experience, she is passionate about developing the technical skills of all staff members. Claire creates new and innovative learning programs to deliver essential skills and make the best use of firm technology. She understands the unique culture of a law firm and that providing a full variety of learning methods is key to creating an environment where all can learn. Lida Pinkham has over 20 years of experience leading technology learning in industries including higher education, libraries, banking and law firms. Since joining Ice Miller in 2014, she has led the technology training team to expand technology learning to a variety of formats, partnered with HR to develop a learning and assessment program for secretaries, and increased usage of learning materials and the LMS by over 200 percent, developing a culture where all are empowered to learn and develop. A Microsoft Office Certified Specialist with a Master of Education, Lida is involved in the Association for Talent Development, organizes a monthly legal technology trainer lunch and is a member of the Midwest Legal Technology Trainers steering committee. Recorded on 2-27-17

We discuss how physical security tends to be overlooked while we focus so much time and energy on the technology side of security. Keeping your firm’s people and assets safe can rely on good physical security planning and design. Speakers: Heath Stanley is the SVP of Information Security. He holds the CISA, CISSP and C|CISO certifications. Heath has managed technology governance consulting for Traveling Coaches Inc. since 2006. His previous experience includes residential lending and process improvement, and he is a subject matter expert in Information Security Governance and Vendor Management. David Tremont. With 32 years of experience in Networking and Security, Mr. Tremont started his career as a Cryptologist Technician in the U.S. Navy in 1974. Responsible for intercepting and decrypting Chinese and Russian radio transmissions for Fleet Commanders. Mr. Tremont has consulted with many corporate entities as well as law firms in designing and testing networks on a global scale, ensuring security protocols and standards were key factors in their implementation. He has also participated as a consultant in assisting public companies to ensure compliance in Sarbanes-Oxley, HIPPA and has been involved in achieving ISO 9000 and ISO 27000 certifications for Oil & Gas Service companies. Currently Mr. Tremont serves on the Technology Committee and Security Committee for Bracewell LLP assisting Senior Management to ensure compliance in Cyber and Physical security initiatives and is responsible for the monitoring and incident response of day to day security and network operations for the firm. Recorded on 1-26-17

Description: What is all the talk about legal project management? This discussion, Q&A style, dives in to the ins and outs of project management (PM) and legal project management(LPM) from the beginning phase of looking to implement it in your business or law firm. Why is legal project management important for every organization to take stock in and implement to increase productivity? How can LPM help you and your business become more efficient in your daily workflows and produce greater work product? Speakers: Jinni Zieleniewski is a Litigation Support Specialist with the ediscovery and litigation support group at KMK. Her responsibilities include managing discovery evidence throughout the litigation life cycle, providing electronic document review management and designing and generating electronic document production deliverables in a cost-effective and value-added manner. A member of the information technology group working exclusively in litigation and the ediscovery task force, Jinni bridges the gap between counsel and IT by helping litigation attorneys educate clients about proactive, compliant and cost-effective ediscovery. Michael T. Clear is a Partner at Wiggin and Dana LLP, where his practice is focused on estate planning, estate and trust administration, probate litigation and business succession planning. Michael serves on the firm's client service delivery task force, which is leading the implementation of legal project management at the firm. He is a co-chair of the Probate and Estates Section of the Fairfield County Bar Association and is a member of the board of directors of the Connecticut Chapter of the Exit Planning Exchange (CT XPX). Recorded on 1-10-17

Description: Because it is one of the main functions of an LMS, we're looking at course scheduling this month. In this podcast, we'll touch on everything from developing a strategy on how much and when to offer classes, as well as the challenges with scheduling training virtually or across multiple offices. Do you segregate classes by role and what challenges or benefits has that presented with scheduling? Are other departments in your firm using the LMS for scheduling? Finally, how do you promote or communicate your class schedule? Moderator: Michelle Spencer's skills reside at the intersection of people, processes, technology and learning. She can translate technology for non-technical people and manage projects by getting groups connected and communicating, enabling them to work effectively towards their end goal. Michelle is adept at managing learning and IT projects from both the technical and human perspectives. She uses her knowledge -- gained from three decades spent on both legal and IT project teams -- to help your team. Contact Michelle at [email protected]. Participants: Sean McGinty is the Senior Learning and Development Engineer at Carlton Fields, where his focus is on instructional design, audio/video production, LMS management and instructor lead training. He has worked in legal for over nine years and has over 20 years of experience in learning and development, spanning multiple industry groups. Sean holds several certifications in instructional systems design and learning and development software packages. Claire Morris is an IT Training Manager for a leading international law firm. An accomplished professional with over 15 years of legal technology experience, she is passionate about developing the technical skills of all staff members. Claire creates new and innovative learning programs to deliver essential skills and make the best use of firm technology. She understands the unique culture of a law firm and that providing a full variety of learning methods is key to creating an environment where all can learn. Lida Pinkham has over 20 years of experience leading technology learning in industries including higher education, libraries, banking and law firms. Since joining Ice Miller in 2014, she has led the technology training team to expand technology learning to a variety of formats, partnered with HR to develop a learning and assessment program for secretaries, and increased usage of learning materials and the LMS by over 200 percent, developing a culture where all are empowered to learn and develop. A Microsoft Office Certified Specialist with a Master of Education, Lida is involved in the Association for Talent Development, organizes a monthly legal technology trainer lunch and is a member of the Midwest Legal Technology Trainers steering committee. Recorded on 12-19-16

As we enter and rise through the ranks of our organizations, we face the opportunities and challenges afforded by two separate yet interlaced aspects of employment: professional development, bettering ourselves and accomplishing goals, and leadership, the responsibility of finding ways to best serve those whom we manage and help them accomplish their goals. To explore this further, we asked three of your ILTA peers to share their experiences, advice and tips. Read the article that summarizes all three perspectives in the Winter 2016 Peer to Peer. Featured in this episode: Scott Christensen, Senior Associate at Olenick & Associates, speaks about professional development.

As we enter and rise through the ranks of our organizations, we face the opportunities and challenges afforded by two separate yet interlaced aspects of employment: professional development, bettering ourselves and accomplishing goals, and leadership, the responsibility of finding ways to best serve those whom we manage and help them accomplish their goals. To explore this further, we asked three of your ILTA peers to share their experiences, advice and tips. Read the article that summarizes all three perspectives in the Winter 2016 Peer to Peer. Featured in this episode: Charles Baldwin, Shareholder at Ogletree Deakins, speaks about leadership.

As we enter and rise through the ranks of our organizations, we face the opportunities and challenges afforded by two separate yet interlaced aspects of employment: professional development, bettering ourselves and accomplishing goals, and leadership, the responsibility of finding ways to best serve those whom we manage and help them accomplish their goals. To explore this further, we asked three of your ILTA peers to share their experiences, advice and tips. Read the article that summarizes all three perspectives in the Winter 2016 Peer to Peer. Featured in this episode: Brian Donato, Chief Information Officer at Vorys, Sater, Seymour and Pease LLP, speaks about leadership.

Description: Twenty years ago, law firms handled most of a company's legal needs. The internet revolution and the great recession have both caused law departments to question this traditional model, and spawned a dizzying array of legal technologies and alternative legal service providers. By 2020, leading companies will have assembled a variety of these solutions into integrated ecosystems for delivering legal services with greater quality, efficiency and flexibility. In this podcast, two leading commentators share their views on what these ecosystems will look like. Speakers: Liam Brown helps general counsel and law firm leaders design and implement successful strategies to improve effectiveness and efficiency. In 2011, he launched Elevate, a business of law provider of strategy, operations, technology and talent to legal departments and law firms worldwide. The company has won numerous awards and honors, most recently ranking #53 on the 2016 Inc. 5000 Fastest Growing Private Companies list. Liam was previously the founder, president and CEO of Integreon, Inc., a global LPO he led to annual sales of $150 million before selling his stake to private equity investors. Prior to Integreon, he was the president, COO and co-founder of a pioneering Web 1.0 virtual data room technology company (now Merrill DataSite), which he sold in 2001. Liam is a frequent speaker and writer on trends in the legal sector, an active investor in emerging legal technologies and an executive coach for startup founders. Bill Mooz has over 30 years of experience in helping law departments, law firms and businesses improve their operational efficiency and profitability. After graduating from law school, Bill clerked for Judge Stephen Williams on the U.S. Court of Appeals for the DC Circuit, then joined Holland & Hart, LLP where he co-founded and managed the firm's office in Boulder, CO. He moved in-house in 1997, serving as deputy general counsel in charge of legal support for a multi-billion dollar BU at Sun Microsystems, and later headed M&A diligence and integration and contracting infrastructure for VMware. In these positions, Bill has led multiple transformation projects involving contracting, M&A, joint ventures and license management. He also founded the Tech Lawyer Accelerator program at Colorado Law, which teaches the next generation of lawyers how to deliver accelerated value to clients in the high-tech industry. Recorded on 11-28-16

Description: Listen in as ILTA member Amanda Sturgeon interviews Adrian White, the CIO at WilmerHale, about the plans, culture adjustments and lessons learned related to his 2016 transition into his current position. Speakers: Amanda Sturgeon has worked at Bryan Cave LLP for close to 10 years. She is currently part of the firm's client technology department, where she is a senior member of the client lawyer collaboration team. Most of Amanda's time is spent consulting, training and developing new technology that helps lawyers better share real-time content and data with their clients. Her passion is strategizing innovative ways to solve common pain points for lawyers and clients. Adrian White is the Chief Information Officer at WilmerHale, leading the firm's technology, library, records and knowledge management staff and services. Adrian rejoined WilmerHale in early 2016, after almost four years as the CIO at Arnold & Porter. Before leaving for A&P, he was with WilmerHale for over 13 years, holding positions of increasing responsibility involving systems architecture, knowledge management, library and research services, project management and nearly all forms of technology services. Adrian holds a law degree from Howard University School of Law.

Description: In this installment, several of your law firm training peers discuss how they are managing training content and share the strategies they've developed to drive learners to access the content in their learning management systems (LMS). Moderator: Michelle Spencer's skills reside at the intersection of people, processes, technology and learning. She can translate technology for non-technical people and manage projects by getting groups connected and communicating, enabling them to work effectively towards their end goal. Michelle is adept at managing learning and IT projects from both the technical and human perspectives. She uses her knowledge -- gained from three decades spent on both legal and IT project teams -- to help your team. Speakers: Elizabeth Greene is the Assistant Director of Human Resources at Fennemore Craig, P.C., where she is responsible for creating and managing staff retention and development programs, including rewards and recognition programs, to instill a team-based culture within the firm. Elizabeth architects training program platforms to support continuous skills assessment and development, and measures the effectiveness of the human resources programs. Sean McGinty is the Senior Learning and Development Engineer at Carlton Fields, where his focus is on instructional design, audio/video production, LMS management and instructor lead training. He has worked in legal for over nine years and has over 20 years of experience in learning and development, spanning multiple industry groups. Sean holds several certifications in instructional systems design and learning and development software packages. Claire Morris is an IT Training Manager for a leading international law firm. An accomplished professional with over 15 years of legal technology experience, she is passionate about developing the technical skills of all staff members. Claire creates new and innovative learning programs to deliver essential skills and make the best use of firm technology. She understands the unique culture of a law firm and that providing a full variety of learning methods is key to creating an environment where all can learn. Lida Pinkham has over 20 years of experience leading technology learning in industries including higher education, libraries, banking and law firms. Since joining Ice Miller in 2014, she has led the technology training team to expand technology learning to a variety of formats, partnered with HR to develop a learning and assessment program for secretaries, and increased usage of learning materials and the LMS by over 200 percent, developing a culture where all are empowered to learn and develop. A Microsoft Office Certified Specialist with a Master of Education, Lida is involved in the Association for Talent Development, organizes a monthly legal technology trainer lunch and is a member of the Midwest Legal Technology Trainers steering committee.

Description: In this second episode in a series, we continue our discussion about the ISO process. In the first episode, we explored how to understand and pitch ISO 27001's value to firm management. In this session, we take a deeper dive into the actual process of applying for and achieving ISO 27001 certification. Topics include: What does the road map look like? What is the scope? Which offices are included in the scope? What resources do you need to assign? How long does it take? How to begin? Speakers: Mark Combs, the CIO at Steptoe & Johnson, has expertise in information security, technology, strategy, people and project management. He has provided leadership for all areas of IT including networking, telecommunications, PC and application support, project management and data center operations. With 18 years of healthcare IT experience, Mark has previously served in a number of management and security roles. He is a Certified Professional in Health Information and Management Systems and a Certified HIPAA Security Specialist. John Verry, Pivot Point Security's Managing Partner, is an ISO 27001 Certified Lead Auditor. He established and directs Pivot Point Security's ISO 27001 practice area, focusing on the legal vertical. John helps law firms, e-discovery firms and service providers to law firms discover how ISO 27001 can reduce the security, compliance and attestation challenges that law firms are wrestling with, and gain ISO certification in a proven, efficient and fiscally sound process.

Description: In this episode of the Trial Support A-Z series, we discuss in-court room trial technology and war room set ups. Topics covered include: Court room technologies - software and hardware needs Court room standards and protocols - judge standing orders and court room personnel War room set ups - identify the best locations, equipment and layouts Speakers: Christopher Acosta, the Director of Practice Support at Nossaman LLP, consults with practice groups and clients on e-discovery, data governance and efficiencies in legal project management. He handles the firm-wide coordination and promotion of practice technology, identifies and evaluates new practice technologies, and manages practice support staff. Christopher built the firm's first litigation support department, establishing standard protocols and procedures. Christopher Puente is the Manager of Litigation Support at Sheppard Mullin Richter & Hampton, where he leads coordination of current and new technology applications firm wide and consults with practice groups and clients on e-discovery matters. He oversees the litigation support and trial support teams.