ILTA Voices

In this podcast panel interview, the speakers will provide an understanding of the power of networking, share how to leverage online and offline networks, discus how to craft your own personal brand, discuss online presence/social media and more. Moderator: @Tiffany McLean - Training Manager, Warner Norcross + Judd LLP Speakers: @Stefanie Marrone - Client Development Director at Goodwin and Founder of Stefanie Marrone Consulting/The Social Media Butterfly Recorded 08-02-2024

Are you a new manager looking to improve your interpersonal skills? Join us for an insightful podcast where Glenn Hoxie, Practice Solutions Manager at Paul Hastings LLP, guides you through the benefits of behavioral and work style assessments. In this engaging session, Glenn, along with experts Danette and Sandra, will discuss: · What behavioral and work style assessments are. · How these tests can help you understand your own style and improve team dynamics. · Practical tips for implementing these tests in your organization. By the end of the podcast, you'll understand how to leverage different types of assessments to boost your managerial success and build stronger relationships with your team and upper management. Moderator: @Glenn Hoxie - Practice Solutions Manager, Paul Hastings LLP Speakers: @Danette Shaifer - Relationship Intelligence Coach, Learning Strategist, Florishion Consulting @Sandra Bang - Founder & Principal, Sable Group Recorded 07-30-2024

In this podcast interview, the speaker will showcase how to best build business cases for legal and compliance projects and how to best get the funding you need. Moderator: @Charisma Starr - VP, Legal Operations, JPMorgan Chase Speaker: Jeffery Salling - Chief of Staff, Moderna Recorded 07-26-2024

Rabiya and Alexa from Intapp discuss their professional journeys and the role of mentors and advocates in career advancement. They also highlight the significance of authenticity, balance and feedback in professional communication. As well as strategies for ones to advocate for themselves and initiate diversity initiatives within their organizations.

It is widely recognized in the industry that involving legal operations resources early in large to mid-size client engagements offers numerous benefits. Clients increasingly request the presence of project managers, tech professionals, marketing resources, and knowledge managers. Despite these advantages, why are so few of these professionals invited to crucial client meetings? In this podcast interview, you will hear from individuals who have successfully secured a seat at the table. We explored their journeys, discussed what it is like to be in that position, and learned how they have maintained their roles. Moderator: @Natasha Tucker - Director, Business Development Operations, Bennett Jones LLP Speakers: @Nicole McCray - Director of Enterprise Project Management, Greenberg Traurig LLP @Rebecca Wissler - Director of Business Development, Bryan Cave Leighton Paisner LLP Recorded on 07-22-2024.

Sr. VP of Service Delivery, Dawn Hudgins, sits down with ILTA CEO, Joy Heath Rush, to continue their discussion on leadership. This time, they focus on the strategies behind succession planning.

A reflection on the first-of-its-kind summit with thought leaders gathered from 45 law firms focused on the new frontier in firm intelligence, emphasizing the transformative role of data in shaping the future of legal practice. This podcast will include speakers and attendees to discuss learnings on how data enhancement helps law firms move from mere information gathering to gaining valuable insights, thus revolutionizing legal knowledge management. Moderator: @Carrie Remhof - Senior Firm Intelligence Manager Speakers: @Cindy Bare - Chief Data and Innovation Officer, Frost Brown Todd LLP @Kate Meltzer - Director of KM Technology, Ropes & Gray LLP @Max Polinski - Product Manager for Foundation at Litera Recorded 6-28-2024

When Justice & DEI meet AI - The Impact of AI on the Legal Community as told by Justice Neals.

Michael Foster sits down with Milan Bobde, one of Oddr's three co-founders, to discuss the way Oddr is shaking up the legal billing lifecycle. Visit their website at: www.oddr.com

Michael Foster sits down with this year's ILTACON Co-Chairs, Rodney Mullins and Donna Frugoli, to find out what we can expect at ILTACON 2024.

The cyber insurance market is ever-changing and firms continue to have a difficult time understanding what their underwriters want and how to communicate their current cyber programs and needs internally to financial stakeholders (among others). Join David and David as we talk about the top 5 issues cyber insurers are worried about with Law Firms this year from privileged account management to privacy and DLP, to the ever-present and evolving ransomware threats. Further, they will discuss what resources are available when working on your cyber insurance renewal. Often times, the economic buyer of cyber insurance isn’t in lock step on what the CISO and Security Team is doing and that can result in strengths and wins not being articulated to your insurer which can result in inferior coverage. Moderator: @David Forrestall - CEO, SecurIT360 Speaker: @David Anderson - Vice President, Cyber Liability, Woodruff Sawyer Recorded 6-20-2024

In this podcast interview, the speakers will discuss how consulting skills can be used in eDiscovery. Examples include understanding the matter (an investigation that is run very differently to litigation, or a regulatory response), listening, being proactive and questioning the legal team goals. Moderator: James MacGregor - Managing Director, Ethical eDiscovery Speakers: Rachel McAdams - Senior Consultant, Sky Discovery Nicola Woodfall - Senior eDisclosure/eData Manager, Travers Smith Recorded on 06-20-2024

Many of us have titles which do not include leadership roles (e.g., Chief, Director, Manager) but often need to find ways to motivate and inspires others. This discussion will hone in on five tangible steps/ways for showing leadership even when you don't have formal authority. Moderator: @Glenn Hoxie - Practice Solutions Manager, Paul Hastings LLP Speakers: @Bruce James - Senior Manager, Program Management Office, Paul Hastings @Tanya Pereira - Business Transformation Specialist, Cassels Brock & Blackwell LLP @Nicola Woodfall - Senior eDisclosure/eData Manager,Legal Technology Recorded on 6-5-2024

Listen as Mari Sun interviews Paul Jang, an adjunct professor and legal technology specialist at Fordham and Brooklyn Law School as they discuss diversity in legal technology and AAPI month (May).

Listen as two Women Who Lead hosts, Catherine Monte and Jima Kato, interview the Meghann Barloewen and Jaclyn Walkins for the New Women Leaders podcast series for ILTA Voices.

In the latest installment of “Working in eDiscovery,” Rachel and James are joined by Paula Fearon, Head of Project Services at McCann Fitzgerald LLP, to discuss the importance of communication in the world of eDiscovery. In this podcast session, the speakers defined what good communication looks like, how to avoid common mistakes and tips and tricks for the future. Moderator: @James MacGregor - Managing Director, Ethical eDiscovery Speakers: @Paula Fearon - Head of Project Services, McCann FitzGerald @Rachel McAdams - Senior Consultant, Sky Discovery Recorded on 05-17-2024.

In this podcast panel, the panelists will share tips on how to work with, not against, outside counsel to achieve cost and matter management objectives. Moderator: @Andrea Webster - Associate Director, Legal Innovation and Operations, Novartis Panelists: @Heather Newton - Lead Counsel, Wells Fargo @J. Tracy Walker - IV - Partner, McGuireWoods Recorded 05-14-2024

The Body of Knowledge (BoK) is a foundational resource developed by the Legal Marketing Association for professional development in marketing that defines the core skills necessary for legal marketers to succeed. The BoK defines essential and accepted domains, competencies and associated skill sets within the legal marketing profession at every level. It helps legal marketers hone their skills, assists legal marketing managers to develop themselves and their teams and provides a universal benchmark against which legal marketers can be assessed. Moderator: @Rachel Shields Williams - Director, Knowledge Management Enablement & Insights, Sidley Austin LLP Speakers: @Holly Amatangelo - Education Director, Legal Marketing Association (LMA) @Paul Bonner - Director of Marketing, Venable LLP Recorded on 05-09-2024.

We exist in an industry built on preserving, collecting, reviewing, and producing every piece of relevant data; however, the volume continues to explode as storage gets cheaper, the world becomes more reliant on electronic forms of communication, and different forms of communication are developed and embraced. In this world, how do we, in the tech space, define, determine, and attempt to hold the line where proportionality is concerned. Moderator: @Rachel McAdams - Senior Consultant, Sky Discovery Speakers: @Chris Acosta - Director, eDiscovery Resources, Morrison & Foerster LLP @Eoghan Kenny - Head of eDiscovery and Investigation Support, ALG Solutions, A&L Goodbody LLP Recorded 04-30-2024

In our last podcast, "Where’s Better to Build a Career in eDiscovery, Within a Law Firm or At An External Consultancy", we identified some core skills eDiscovery professionals need to be good at their jobs. On this episode we’re going to be focused on “problem solving”. Moderator: @James MacGregor - Managing Director, Ethical eDiscovery Panelists: @Rachel McAdams - Senior Consultant, Sky Discovery @Dina Hetherington - eDiscovery Technology Manager, A&L Goodbody LLP Recorded 04-26-2024

We've all been there: a boss cushions their language so much we leave meetings unclear on whether we were doing a great or terrible job. In this podcast panel interview session, seasoned managers will discuss on what things to include & avoid in feedback sessions, and how providing feedback on the go is much more valuable than waiting for formal performance reviews Moderator: @Harriet Joubert-Vaklyes, Director, Legal Operations, CBRE Panelists: @Janelle Eveland Belling, Director of Legal Project Management, Perkins Coie @Amy Monaghan, VP of Client Success and Product Innovation, Infodash @Nicola Woodfall, Senior eDisclosure/eData Manager, Travers Smith RECORDED 4-25-2024

Sr. VP of Service Delivery, Dawn Hudgins, sits down with Gina Buser, CEO of Traveling Coaches, to dig deep on best practices for business partners.

Firms are getting it, making business decisions based on data is a good idea. There are different areas within law firms where this could be beneficial (enterprise wide, client specific, practice specific). With different places where data is housed, a great first step to connect data sources is by identifying where everything is. This will be a step-by-step guide of data mapping principles and how to get started. Moderator: @Kate Hathaway - Innovation Project Manager, Greenberg Traurig Speaker: @Paul Giedraitis - CEO, Orgaimi Recorded on 04-17-2024.

Success in the courtroom depends on comprehensive trial support that starts long before the trial date. How do you turn a compelling story into something that’s easy to understand and memorable for the judge and/or jury. Enlisting the assistance of a trial support professional early on is key. In Part Two of our Sitting in the Hot Seat podcast, our esteemed panel will discuss preparation tips and tricks, effective communication strategies, logistics (in its many forms), technology considerations, and some ideas for you to help your team win. Moderator: Jill Okerlund - Legal Process Coordinator, Robinson Bradshaw Panelists: Stephanie Mills - Manager, Discovery Services, Cassels Brock & Blackwell LLP Tim Piganelli - CEO, The Piganelli Consulting Group, Inc. David Gomez - Practice Support Project Manager, Robinson Bradshaw

How do we build trust within an organization? What does it mean to be transparent when confidential information is on the line?

The speakers shared how and when to train attorneys for best long-term technology success. Does this occur in summer or first year? In addition, they discussed how does training needs evolve over the course of an attorney's careers for best long-term technology success. Moderator: @Virginia Ong - Legal Innovation Manager, Greenberg Traurig Speakers: @Jake Brown - Head of Legal Technology, Josef @Ana Toft-Nielsen - Attorney Development Innovation Manager, Greenberg Traurig Recorded on 04-03-2024.

In this podcast panel session, the panelists will share the pros and cons for eDiscovery professionals for working in-house at a law firm as opposed to externally at a service provider. Moderator: @James MacGregor - Managing Director, Ethical eDiscovery Panelists: @Rachel McAdams - Senior Consultant, Sky Discovery @Dina Hetherington - eDiscovery Technology Manager, A&L Goodbody LLP @Jakub Kur - Head of Forensic Technology, Bird & Bird @Tom Quinn - Head of eDiscovery, Simmons & Simmons Recorded on 3-15-2024

Dawn Hudgins sits down with Melanie Prevost and Julia Montgomery to get the inside scoop on ILTA's upcoming event, Catalyst: Women Leading Change.

We all know about technical debt, but data debt is its more nefarious and more challenging sibling. How do you break down the data silos in you firm to create a holistic view of your information? Moderator: @Bill Bice - CEO, nQ Zebraworks Speaker: @Keli Whitnell - Director of Firm Intelligence, Troutman Pepper Recorded on 3-11-2024.

How do we listen effectively? What does it mean to hear someone? Dawn Hudgins sits down with ILTA CEO, Joy Heath Rush, to discuss listening advice.

Dawn Hudgins sits down with EVOLVE Co-Chairs Kenneth Jones and Joshua Smith to get the inside perspective on ILTA's newest event.

In this podcast the speakers will discuss how can legal operations teams work with each other on both sides of the client/law firm equation. What are best practices? How can a firm improve the client's experience? Moderator: @Damian Priamurskiy - Project Management & Delivery Specialist, Lowenstein Sandler LLP Speakers: @Julianne Kasprzyk - Paralegal Manager, Investment Management, Lowenstein Sandler LLP @Donald Knight - Director of Legal and Tax Operations, Crown Castle Recorded on 02-23-2024.

In this podcast interview, the speaker will share experiences and challenges in utilizing Large Language Models in the legal arena. Questions the moderator asked the speaker: General -What are some of the key challenges that legal departments face in adopting and integrating LLMs into their workflows? -How can legal departments overcome the initial resistance or skepticism that may exist towards using LLMs? -How can legal departments ensure that LLMs are being used responsibly and ethically, without perpetuating biases or producing inaccurate or misleading results? People -How can legal departments train and empower their lawyers to use LLMs effectively? -How can LLMs be used to augment and complement the skills and expertise of lawyers, rather than replace them? -What are the potential long-term benefits of using LLMs in legal departments? Technology -What are the challenges of integrating LLMs with existing legal software and systems? -Provide examples of specific use cases (e.g., information governance, contract management review and drafting, eDiscovery, and/or R&C) -How can legal departments ensure that LLMs are aligned with security and privacy and regulatory compliance? Process What are the challenges of evaluating and selecting the right LLM for a specific legal task? How can legal departments ensure that LLMs are being used in a way that is aligned with their overall legal strategy? Moderator: @Carolyn Robinson - Senior eDiscovery Paralegal, Bosch Speaker: @Chistine Livingston - Managing Director of AI and IOT, Protiviti

Every firm currently struggles with making sure all of the knowledge in their organization is written down, up to date, and searchable. In the future, chatbots could serve as a kind of automated research assistants for firm knowledge. They’d be responsible for answering questions by sourcing information from the right person, document and they could also be used to proactively record tacit knowledge into living documents by periodically interviewing key people about their progress on company initiatives. In this podcast interview, we discussed the role of AI powered chatbots as digital research assistants and more. Moderator: @Alejandro Vallellanes - Former Senior Manager, Research and Information Alerts, Baker McKenzie Speakers: @Stephanie Goutos - Practice Innovation Attorney, Gunderson Dettmer, L.L.P. @Avi Saiger - Practice Innovation Attorney, Gunderson Dettmer, L.L.P. @John Scrudato - Legal Engineering and Data Strategy Manager, Gunderson Dettmer, L.L.P. Recorded on 02-05-2024.

Join ILTA CEO, Joy Heath Rush, and Sr. VP of Service Delivery, Dawn Hudgins, for the first episode in our new series: Joyous Leadership.

In legal operations and other knowledge or practice management roles, there's often a lot less structure and clarity on the types of roles and career progression available in the industry. In this podcast session, we'll talk through some ways to first figure out what your options are, then how to get started down the path you want to be on, and where to turn for help when it's not available within your org. Questions the moderator asked the panelists - Tell us a bit about your professional journey and when you were able to steer your own ship with regards to your roles within a law firm. - What steps did you take and research did you have to do to clarify your vision for your next role? - What were some ways that you were able to communicate with management/leaders to get them aligned with your goals and vision for your next career moves? - Did you run into any unexpected obstacles and how did you overcome them? Do you have any advice for others that may be seeking a change in their current role? Moderator: Harriet Joubert-Vaklyes- Senior Project Manager, Legal Operations, CBRE Panelists: Danette Shaifer - Facilitator, Relationship Intelligence Coach, Learning Strategist, Florishion Consulting Amy Wegener- Executive Coach and Consultant, AB Wegener LLC Esther Bowers - Chief Practice Innovation Officer, Honigman LLP Recorded on 1-25-2024

In this podcast interview, the speaker will provide best cybersecurity practices for law firms. Questions the moderator will ask the speaker: -Law firms deal with a treasure trove of sensitive client information. What are the top cybersecurity threats they face, and how can they effectively guard against them in today's ever-evolving threat landscape? -Considering the interconnected nature of legal systems and the vast amount of data transmission, how can law firms ensure the security of client data, both in transit and at rest? Are there specific encryption methods or best practices they should be implementing? -Phishing attacks and social engineering are persistent threats, especially with employees as potential entry points. What strategies or training programs do you recommend for law firms to protect their staff from falling victim to these increasingly sophisticated attacks? -In the unfortunate event of a cybersecurity incident, what steps should a law firm take in terms of incident response and recovery? How can they minimize the impact and get back on their feet as quickly as possible? -Employee training and awareness play a crucial role in any organization's cybersecurity strategy. How can law firms foster a security-conscious culture among their staff, and what ongoing training initiatives would you recommend? Moderator: Kevin J. Foster, Sr., - Cybersecurity Operations Coordinator, White and Williams LLP Speaker: Dr. Eric Cole, Ph.D. - CEO & Founder of Secure Anchor Recorded on 01-05-2024.

In this session, Nicki C. Kastellorizios-Lee (IT Communication Manager at Perkins Coie) and Marion Miller (Senior Practice Knowledge & Innovation Manager at Fenwick) sat down with Catherine Monte and Jima Kato from our Women Who Lead (WWL) group to discuss their career journeys in the legal IT field. Co-Moderators: Catherine Monte - Chief Knowledge & Innovation Officer, Fox Rothschild LLP Jima Kato - Director, Knowledge Management & Innovation, Gibson, Dunn & Crutcher LLP Panelists: Marion Miller - Senior Practice Knowledge & Innovation Manager, Fenwick Nicki C. Kastellorizios-Lee - IT Communications Manager, Perkins Coie LLP

In this podcast interview, we will feature the perspectives of thought leaders in legal operations and legal tech on how trends in technology are shaping the future of corporate legal operations. Questions the moderator will ask the speakers: -What are the legal technology trends impacting corporate legal departments that you are seeing from your perspective? -What are some of the practical ways in which legal operations teams can use generative AI? With more and more technology providers adding generative AI components into their solutions offerings and more law firms seeking to incorporate gen AI into their service models, what's the comfort level of corporate legal departments in terms of using AI and seeing it embedded in tools and legal services? -How should the use of generative AI be governed by Outside Counsel Guidelines and vendor agreements? What are some core items legal departments should consider including in their guidelines and vendor agreements? -The tagline about doing "more with less" is a constant refrain legal ops teams hear from leadership within their respective companies. What are some of the ways legal ops can better use the tech tools they already have, such as tools within the Microsoft 365 suite? -What are some of the core trends you are seeing in terms of how corporate legal departments can use data more effectively? And what are some practical instances where data is being underutilized in legal departments?

Trial Support is often not just for trials. It comprises of arbitrations, mediations, business development proposals, hearings on dispositive motions and/or an in-depth presentation to name a few. In this podcast panel interview, the panelists discussed the various types of presentations, tools, considerations, setup and tips and trick they use when sitting on the "hot seat." Questions that Jill asked the panelists: 1. How did you get here (brief background of lit experience that led to wanting to be ‘in the hot seat’)? 2. How do you ‘market’ your skillset within the firm? 3. What are the presentation types/tools most used by you/your firm? 4. What are the most important considerations when determining which presentation type will be the best choice for the forum? 5. What to do when technology fails? 6. What are some tips and tricks you’ve learned through your years sitting in the hot seat? Moderator: @Jill Okerlund Pigeon- Legal Process Coordinator, Robinson Bradshaw Panelists: @Timothy Piganelli - CEO, The Piganelli Consulting Group, Inc. @Stephanie Mills - Manager, Discovery Services, Cassels Brock & Blackwell LLP @David Gomez - Practice Support Project Manager, Robinson Bradshaw Recorded 12-18-2023

Whether it is a technical implementation, a change management process or simply and idea that didn't work, we all have times when we fail but it is how we deal with it and what we learn from it that matters. In this podcast interview panel session, hear from two panelists on their worst respective experiences and how they overcame the adversity, setbacks and more. Questions the moderator will ask the speakers: -Tell me about your experience with the first project or process that you implemented -What challenges did you face? -What did you learn from it? -Do you have some best practices or key takeaways that you can share? Moderator: @Natasha Tucker - Director, Business Development Operations, Bennett Jones LLP Speakers: @Eric Feldman - Wiggin and Dana, Director of Innovation and Knowledge Management @Rachel Shields Williams - Knowledge Management Enablement & Insights, Sidley Austin LLP

Interested in learning more about the Metaverse and Digital Asset Practices and how they can affect your legal practice, stay tuned for an in-depth conversation with Nikki Shaver and partners from Falcon, Rappaport & Berkman LLP Questions the moderator will ask the speakers: -Falcon Rappaport opened an "office" in the metaverse. Can you explain to listeners what the metaverse is and why the firm decided to engage with it in this way?-Did you find it beneficial? Is it something you'd do again?-What is the crypto-economy and why would firms want to engage with it? -Your firm accepts cryptocurrency. Can you discuss the benefit of doing so? -There has been a misperception around crypto, for example that it's used for illegitimate transactions. Can you explain to listeners why legitimate law firm clients want to use it to pay their legal fees?-How do they even do that? (PayPal, Venmo, ATMs etc.)-Do you think it's short-sighted of firms NOT to offer cryptocurrency as a payment option (some firms still can't even offer credit card payments!)? -Why did the firm decide to create this practice and what were the benefits of doing so?-Overall, do you two think the fact that your firm is open to doing things in new ways has opened new pathways for you and brought in clients you might not otherwise have had?-Is your firm also already exploring generative AI? Moderator: Nikki Shaver, CEO and Co-Founder, LegalTech HUB Speakers: Ken Falcon, Managing Partner, Falcon Rappaport & Berkman LLP Moish Peltz, Partner, Falcon Rappaport & Berkman LLP Recorded on 12-1-2023.

In Part 2 of this podcast series, the leader of a PMO and a QA Manager will take us on the journey from where we left off in Part 1, with the right projects in the queue. They will show us how project management and quality assurance provide the roadmap to successful project implementation and adoption. They will share their tips for success throughout the project journey, from initiation and requirements gathering, through purchase and configuration or development, testing, change and release, implementation and training, and finally adoption. They will focus on the importance of collaboration and communication through the project lifecycle. Moderator: @Mark Manoukian - IT Director, Kegler, Brown, Hill & Ritter Speakers: @TJ Johnson - Thought Leader @Parita Kanevskiy - Leader of Project Management Office (PMO), Eversheds Sutherland @Alan Reeson - Quality Assurance Manager, McGuire Woods Recorded on 11-01-2023.

This podcast panel showcases the two experts in the field of legal technologies. This thought-leadership piece will showcase an epic conversation highlighting the state of legal technology, future innovation, and getting into the brass tacks of what makes a legal technology the best. Questions the moderator will ask the speakers: -With so many different legal technologies out there, it can be difficult to know what is right for your firm. Do you have any guiding principles that you follow when selecting a legal technology to adopt? -AI is the buzzword right now. Rightfully so with the impact we are seeing. If you were to go into the future 5 years and look back, how do you hope AI will be developed to better serve the firm and your clients? -Without naming names, of all the different legal tech companies that you have worked with, are there any characteristics or traits that other firms can look for when deciding who to partner or not partner with? Moderator: @Josh Moore - Lead Solutions Expert, NetDocuments Speakers: @Joe Raczynski - Technologist & Futurist, Founder, Joe Technologist Consulting & Media @Julie Strachan Haiber - Global Client Director, Thomson Reuters Recorded on 11-01-2023.

There has been a great deal written on change management in a corporate setting. Law firm management structures (as opposed to traditional corporate pyramid structures) add additional challenges to implementing change. How can change management strategies be adopted to suit the management structure of law firms? Moderator: @Sachin Gupta - Knowledge Management Attorney, Latham & Watkins LLP Speakers: @Erika Barber - Learning Strategist, Traveling Coaches @Kathleen Hogan - Senior Director, Knowledge and Data Insights, McCarthy Tétrault LLP Questions the moderator will ask the speakers: -What are some common change management frameworks that apply to organizations in general? -What are some challenges unique to a law firm environment that can make those approaches more difficult to implement? -Among law firms themselves, what are some aspects of law firm culture that can impact the ability to implement change, either positively or negatively? -What role, if any, do clients play in impacting the drive for change within a law firm? -Are the certain periods that are more ripe for change to take place, such as when billables are lower or a time of technological advancement? -Can you each leave us with a micro strategy (that an individual can implement) and a macro strategy? Recorded on 11-01-2023.

In this podcast interview, the moderator talked with speakers who have both recently transitioned careers within the same firm. They will discuss how has their experience prepared them, why did they chose to stay within firm, what has been the overall key differences in the new role, challenges and successes experienced and more. Questions the moderator asked the speakers: -Tell us a little about your previous role(s) and what you do now -What are some of the key differences between your previous role(s) and current role? -What have been some of the biggest challenges that you have faced in making the transition? -What are some of the biggest factors in your success? -Do you have any advice for others looking to pivot? Moderator: @Harriet Joubert-Vaklyes - Senior Project Manager, Legal Operations, CBRE Speakers: @Tanya Pereira - Business Transformation Specialist, Cassels Brock & Blackwell LLP @Martina Udovicic - Account Manager, Legal Operations, Borden Ladner Gervais LLP Recorded on 10-26-2023

In this podcast interview, the speakers had an important discussion about how to best successfully communicate a need for rest and recovery during burnout to leadership. Questions the moderator asked the speakers: -What are some best practices for legal professionals to recognize and identify burnout in themselves or their colleagues before it becomes a major issue? -Communication can be challenging when dealing with sensitive topics like burnout. Could you share some effective strategies for initiating a conversation about burnout with firm leadership? -Many legal professionals worry about the repercussions of discussing burnout. How can they navigate their conversation without jeopardizing their professional growth? -Can you highlight some success stories or examples where effective communication about burnout led to a positive change within a law firm? -Are there any specific tools or resources that legal professionals can utilize when discussing burnout with leadership, such as data, surveys, or industry benchmarks? Moderator: @Tanya Pereira - Business Transformation Specialist, Cassels Brock & Blackwell LLP Speakers: @Adam Wehler - Director of Practice Support, Robinson Bradshaw @Julie Wilson - Legal Resources & Innovation Lawyer, Gowling WLG Recorded on 10-25-2023

In this podcast panel session, the speakers will discuss the challenges of the continuous and increasingly more frequent update cycles of 3rd party software. How can IT keep up with all the changes across the environment and what strategies can be employed to better manage this crucial aspect of living in the cloud. Questions the moderator will ask the speakers: -How do you balance the need for security patches with the potential disruption that updates can cause to ongoing operations? -How do you ensure compliance with industry regulations when 3rd party software is continuously updating? -What role do DevOps and CI/CD pipelines play in managing the frequent update cycles of 3rd party software in a cloud environment? -How do you prioritize which 3rd party software updates to implement immediately versus those that can wait, especially when dealing with a large and complex IT environment? -Can you discuss any real-world cases where a failure to update 3rd party software led to significant issues, and how those could have been avoided? Moderator: @Christopher Hockey, IGP - Information Governance & Records Management Expert Speakers: @Kathy Elsbey - Applications Manager, Bond, Schoeneck and King @Ben Radcliff, Senior Director of Manager Services, Optiv Recorded on 10-25-2023.

We often think of Practice Management in the context of managing a large legal practice. But how does it actually apply to a startup? What principles apply to the first days and years of a firm with just a few partners? Where do they start? And/or what do they wish they would have paid attention to first if things didn't go smoothly? Questions the moderator will ask the speaker: -Tell us a little about you and your firm. -What made you decide to leave your prior job and when did you know it was time to break out on your own? -What resources did you take for granted at your prior firm? -What has been the most eye-opening part of the transition from practicing attorney to manager of your own firm? -What technology are you using for case management software? -How are you structuring the firm to meet your management needs and how is that integrating? -What advice would you give someone contemplating making the same change? Moderator: @Kristin Rhodes - Senior Practice Manager, Paul Hastings LLP Speaker: @Philip Andonian - Member, CalebAndonian PLLC Recorded on 10-24-2023.

In this podcast session, the speaker will discuss practical guidelines for the retention of informal means of (evidence collection) communications sent via text (such as, Short Message Service (SMS)) and messaging apps (such as, WhatsApp iMessage, and GroupMe). Questions the moderator will ask the speaker: -What are some considerations that need to be made when setting a retention policy or responding to a litigation hold from the technology side? -What are some challenges that people might not expect from extracting text messages or messages from a source that isn’t their computer? -What are some applications or places in a network or computer that people might not think about but would likely have a lot of that data that would be asked for? -What’s a good way to handle privileged materials that may be in those formats or apps? -What are just some simple best practices in communication data retention? Moderator: @ Andrea Shirey - eDiscovery Expert, Bayer US LLC Speaker: @George Socha - Senior Vice President of Brand Awareness at Reveal Recorded on 10-19-2023.