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Knowledge Management in the Legal Profession October 22-23, 2014 ~ SUNY Global Center ~ State University of New York ~ New York, NY

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Knowledge Management in the Legal Profession October 22-23, 2014 ~ SUNY Global Center ~ State University of New York ~ New York, NY Ark Group’s 10th Annual Knowledge Management in the Legal Profession October 22-23, 2014 ~ SUNY Global Center ~ State University of New York ~ New York, NY So what have we learned in the last 10 years (since Ark began hosting its annual KM conference)? Were the expectations unreasonable? Did we act on what we said our Featuring Key Contributions From: priorities would be? Have we delivered KM, or have we redefined it? Larry Prusak, Researcher, Consultant (was Founder/ Clearly, KM has not been left behind or subsumed into other support functions. Executive Director of the Institute for Knowledge Management - IKM) However, KM must continue to evolve in step with changing working practices and behaviors in order to meet and exceed changing expectations of lawyers and their Joshua Fireman, Founder & President, clients–rather than constantly seek innovation for the sole purpose of redefining the Fireman & Company future of the function itself. Ron Friedmann, Fireman & Company The convergence of technology and economics has triggered new market demands, Jeffrey S. Rovner, Managing Director for Information, providing the legal industry with unprecedented opportunities to reshape how lawyers O'Melveny & Myers LLP engage with clients and each other. Adam Bendell, SVP, Strategic Development, FTI Consulting What is the role of Knowledge in client development? Can KM bridge the gap between Peter Krakaur, Business Advisor & Principal, PK Consulting Marketing and Sales by translating “know-how” into products or services that can be commercialized for client development—refining the “knowledge advantage” in ways Julia Randell-Khan, Head of International Client Development, Freshfields Bruckhaus Deringer LLP (UK) that differentiate the firm from the competition? What is the role of Knowledge in professional development? Can we stretch the Meredith L. Williams, JD, Chief Knowledge Management Officer, Baker, Donelson, Bearman, Caldwell & resources of practicing attorneys to improve client service, employee engagement and Berkowitz, PC other critical areas for internal improvement by integrating practical attorney and staff learning at the intersection of talent management, technology, knowledge Lori Reese Patton, Chief Learning Officer, Womble Carlyle Sandridge & Rice, LLP management, and traditional legal skills? What tangible benefits have come of the lateral thinking across firm functions— Bill Turner, Chief Knowledge Officer, Womble Carlyle Sandridge & Rice, LLP embedding knowledge-sharing techniques that help drive BI, CI, CRM, Pricing and other strategic initiatives? Amy Fox, Lead Knowledge Management Counsel, Legal and Corporate Affairs, Intel Corporation And how might the convergence of technology, economics, information access and data security, reshape the law firm KM function of tomorrow? V Mary Abraham, Consultant, writer & knowledge management advisor, Above and Beyond KM We hope you will join us for Ark Group’s 10th annual Knowledge Management in the Robert H. Brunson, Partner, Chair of Operations & Finance Legal Profession conference taking place this coming October 22-23 at The SUNY Committee, and leads Legal Project Management Initiative, Global Center—State University of New York. Nelson Mullins Riley & Scarborough LLP With tiered, in-the-round seating, and power and microphones at the desktop, this Brent E. Kidwell, Chief Knowledge Counsel, state-of-the-art facility is the perfect complement to the level of interaction we expect Jenner & Block LLP at this year’s forum! We sincerely hope to see you there... Toby Brown, Chief Practice Officer , Akin Gump Strauss Hauer & Feld LLP Brenton B. Miller, Global Director of Knowledge Management, Cleary Gottlieb Steen & Hamilton LLP Scott D. Rechtschaffen, Chief Knowledge Officer, Littler Mendelson P.C. Andrew Baker, JD, Global Director of Legal Technology Innovations Office, Seyfarth Shaw LLP Lisa J. Damon, Partner and Executive Committee Member, Seyfarth Shaw LLP Alicia Hardy, Director of Professional Support, White & Case (UK) Oz Benamram, Chief Knowledge Officer, White & Case And Others! Ark Group’s 10th Annual Knowledge Management in the Legal Profession DAY ONE—Wednesday, October 22, 2014 8:30AM Sign-In & Networking Breakfast Bruckhaus Deringer LLP (UK), Meredith L. Williams, JD, Chief Knowledge Management Officer, Baker, Donelson, Bearman, Caldwell & Berkowitz, PC, 9:00AM Opening Remarks: Conference Chairperson Others TBD Joshua Fireman, Founder & President, Fireman & Company 12:00PM Networking Luncheon 9:05AM KEYNOTE Fulfilling the Promise of Knowledge Management – 1:00PM PANEL DISCUSSION How has KM fared Outside of Law? "The Hive" - Knowledge Socialization and the KM Ecosystem The conscious practice of Knowledge Management is about 25 years old now and Have we truly tapped into or even begun to visualize the knowledge ecosystem we have all learned much about what it has, and has not delivered – both in that exists within our law firms? The opportunity for KM to assume a more theory and in practice since those early days. Mr. Prusak has been focused on this strategic position within law firms is largely driven by economics and the subject as a researcher and consultant for all of those 25 years and will evolving needs and sophistication of the firm’s clients. And without question, summarize in this keynote address what he sees as currently working (and not there is a flurry of activity within firms to “modernize” internal business working) in managing knowledge, and what challenges lie ahead for this difficult, processes for the benefit of the client—ideally improving the client experience. but critical practice. This lively panel discussion will illustrate the benefits to imagining the firm as a knowledge network (“the hive”) — encouraging lateral thinking across firm Larry Prusak, Researcher, Consultant (was Founder/Executive Director of the functions—embedding knowledge-sharing techniques that essentially drive BI, Institute for Knowledge Management - IKM) CI, CRM, Pricing and other strategic initiatives in an inevitable (future) post-silo 9:45AM environment. How can we convince lawyers that creating a viable knowledge 10 Years Gone: From Content to Tools to Productivity... delivery organization will help translate “know-how” into a product that can be commercialized and used to grow the business for the greater good of the firm? What have we learned in the past 10 years (since Ark began hosting its annual KM conference)? Were the expectations unreasonable? Did we act on Eric Hunter, Director of Knowledge, Innovation & Technology Strategies, what we said our priorities would be? Have we delivered KM, or have we Bradford & Barthel, LLP, Christopher Smith, Director of Knowledge redefined it? This lively discussion will begin with a retrospective view on KM’s Management, Sullivan & Cromwell, Others TBD most rampant, unmet or miscalculated goals -- as well as its most auspicious achievements in the past 10 years -- including succinct messages transmitted 1:45PM CASE STUDY from 10 years in the future (Jeff Rovner) as well as from 10 years in the past Integrating Practical Attorney & Staff Learning at the Intersection (Adam Bendell). Attendees will also discuss changing skill sets and will attempt of Talent Management, Technology, Knowledge Management, to draft a job description for the law firm KM Director -10 years in the future. Traditional Legal Skills and Creativity What are the most critical strategic and operational goals of Knowledge Womble Carlyle is leveraging learning and professional development with an eye Management today—and how is this likely to evolve in the near future? on the firm’s broader organizational and leadership needs, recognizing individual and team strengths, moving people to areas of responsibility that play to their Joshua Fireman, Founder & President, Fireman & Company, Ron Friedmann, natural strengths, and then providing access to this collective expertise for the Fireman & Company, Jeffrey S. Rovner, Managing Director for Information, benefit of the team, firm or client. This case study will shed some light on current O'Melveny & Myers LLP, Adam Bendell, SVP, Strategic Development, professional development initiatives at Womble Carlyle designed to impact client FTI Consulting service, employee engagement and other critical areas for internal improvement, 10:30AM Morning Networking & Coffee Break while seeking to stretch the resources of its practicing lawyers to support and brainstorm ideas to impact ongoing challenges facing firm management. 11:00AM SURVEY RESULTS Trends & Analysis: Attendee Precedent Development and Lori Reese Patton, Chief Learning Officer, Womble Carlyle Sandridge & Rice, Maintenance Survey Results LLP co-presenting with Bill Turner, Chief Knowledge Officer, Womble Carlyle Sandridge & Rice, LLP Lawyers rely on precedent documents to draft their contracts. Law firms and departments deliver these critical documents in various ways—creating 2:30PM Afternoon Networking & Coffee Break custom-drafted documents by PSLs or fee-earning lawyers, licensing content from third party providers, and relying on automated approaches via search, 3:00PM CASE STUDY document assembly and contract data analysis. In this 15-minute session, we will History, Culture and Experience: What Can Law Firms Learn about explore fresh survey data from attendees of this conference to help form Tacit Knowledge-Sharing from their Corporate Counterparts? consensus around what makes most sense for today’s market and the attendant Are law departments experiencing
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