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Ediscovery Mergers and Acquisitions

Posted by ilta on July 30th, 2017

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.

Catherine McPherson - Litigation Management Consultant, Bartlit Beck Herman Palenchar & Scott LLP

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


ILTA: SharePoint 2016 - Online Extranets

Posted by ilta on July 20th, 2017

In this ILTA Radio recording, Nate Jedinak and Guy Wiggins discuss SharePoint 2016 and how they customized their online extranets.

Nate Jedinak is the Senior Manager of Service Delivery at Vorys, Sater, Seymour and Pease LLP, where he has worked in various capacities since 1998. Nate has been involved with web technologies since the late 90s, and most recently helped architect the firm's new intranet and extranet platforms using SharePoint Online.

Guy Wiggins Esq. is the Director of Practice Management at Kelley Drye & Warren LLP. He is a lawyer, technologist and business-oriented strategic thinker, applying technology to meet law firm business goals for over 20 years. Guy's responsibilities include improving the firm's KM, software development, training and IG functions; providing general direction, setting budgets, managing goals, and implementing new technology and processes to streamline work, reduce cost and achieve competitive advantage.


Promoting Security for the Non-Techie

Posted by ilta on June 9th, 2017

Introducing security awareness at a law firm can seem like an overwhelming task. In this ILTA Radio segment, we hold a conversation about practical steps for getting the job done.

Julia Montgomery is the architect of Traveling Coaches' award-winning OnGuard information security awareness program, which has helped over 85,000 law firm employees change their behavior to safeguard information. Julia leveraged her experience in law firms and as a Certified Change Management Professional to ensure the program's relevance for law firm audiences. Previously, she developed and led security awareness efforts in several law firms. Julia is a frequent speaker and author on topics including change management, effective communications and information security education programs.

Mark Olvey, the ISMS Manager at Taft Law, began his IT career as a trainer 18 years ago. During his legal career, he has also worked as a help-desk support technician and manager, DMS administrator, CRM administrator, docketing system administrator and printer manager. Mark was previously in the military, serving for 12 years overseas and stateside. He is ITIL and Microsoft certified, and is currently working on his ISO Fundamentals certification.


LMS Elearning

Posted by ilta on June 9th, 2017

With the increased use of videos and elearning modules as learning content in law firms, there can be some special considerations to ensure that it works well for your learners in your learning management system (LMS). This month, our LMS deep dive panelists discuss what kinds of content they are hosting, how it's organized and their processes, and share some lessons learned.

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. 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.

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.


Distribution of Financial Information

Posted by ilta on May 15th, 2017

In this ILTA Radio recording, four ILTA members discuss their firm's insights on forms of financial distribution, how to get buy in, and the technology, tools and best methods for analyzing this information.

Jarmila Pencikova has been the Director of Finance and Controller at Osler, Hoskin & Harcourt LLP for the past seven of her 27 years at the firm. She has played a major role in various projects at Osler over the past 20 years, including the implementation of Aderant Expert, Chrome River, Prebill Viewer, Control Systems and other financial systems. Jarmila is a CPA with 30 years of experience in finance, accounting and information systems.

John Ashley is the Director, Financial Systems & Projects at Cozen O'Connor in Philadelphia.

Lynn Bond is the Director of Financial Applications and Project Management at Morrison & Foerster. She has been in the legal industry for 22 years, with experience in implementations, conversions, training, vendor selections and project management. Lynn develops teams to go beyond the status quo and see how a project can transform the business.

Suzanne Koch is the Controller at Nyemaster Goode, P.C. and has 17 years of experience working in the legal industry. She holds certifications as a CPA and CMA, and is the President of the board of directors for the Iowa Association of Legal Administrators.

Patrick Robey is a Senior Budget & Analysis Manager at Morrison & Foerster. He has over 20 years of experience in finance-related positions within professional services, including FP&A, reporting, general ledger and process improvement. Patrick has a passion for leading teams and growing talent. He is interested in how data is driving businesses to change the behavior of employees, and how to present information to non-financial leaders in a clear and concise way.


Trends in Training: 2014 - Revisited in 2017

Posted by ilta on April 28th, 2017

In April 2014, members of ILTA's user support volunteer team recorded a podcast on some common trends in training at that time. These topics continue to be widely discussed, so we take another look to see how (or if) our thoughts have changed since then. We cover:

  • The modern trainer
  • Performance support
  • Ways to support informal learning
  • Mobile learning
  • Gamification

In the next couple of months, we'll be recording a 2017 Trends in Training podcast to tackle several new topics, so be on the lookout for that, too.

Denise Ash is the Training Manager at Jackson Kelly PLLC, where she has worked since 2011. Previously, she worked as a user support specialist at Robinson & McElwee PLLC. An active ILTA volunteer, she is a member of the Apps and Desktop Content Committee and a member liaison for Charleston, West Virginia. In 2010, Denise won ILTA's User Support Champion award.

Jeanne Marie Boswell is the Director of Technology Training for Paul Hastings LLP. For the past 17 years, she has overseen the evolution of the training role from one that teaches technology to one that innovates and facilitates change. Name a 21st century legal learning topic, and she and her team have probably flipped it, filmed it, webcast it, gamefied it or set it to music. Jeanne Marie is a past-president of the New York Professional Legal Trainers Group, served on the ILTA User Support Steering Committee and is an active member of ATD.

Marsha Kuhn has been a Training & Computer Support Specialist with Downs Rachlin Martin PLLC for almost 19 years. She is responsible for the technology training at the firm, and provides end-user support as needed. Marsha was a member of the ILTA user support group, and has been a computer application instructor at the Community College of Vermont for over 20 years.

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.


Should I Stay or Should I Go?

Posted by ilta on April 27th, 2017

At some point in everyone’s career, the question arises, should I stay, or is it time to go. Hear from our panelists on what motivated them to recently make a career change.

Donna Payne is CEO and founder of PayneGroup. PayneGroup went from 0 to 4 million users of their software worldwide since inception. Donna is an author of 13 books. She is a frequent speaker at conferences, and has addressed Congress and Senate committees on the subject of metadata and privacy. She is recipient of Thought Leader of the Year (ILTA), and Lifetime Achievement (ABA awards). Payne is member of the Monica Bay STEM Leadership committee. Before starting PayneGroup, Donna worked in government, Fortune 500 and even did a stint as a rock and roll singer.

Tammy Bearden has been a research professional for over 20 years, managing competitive intelligence and research projects for attorneys, investment bankers, marketers, product managers, and executives. She is currently the Research Manager for the Kansas City office of Stinson Leonard Street. Prior to joining the firm, Tammy spent nearly 16 years in a variety of leadership roles at Hallmark Cards. Along with her research, she enjoyed being involved in technology enablement projects, innovation workshops, governance, SharePoint/portal design, and opportunity identification.

Rebecca Sattin joined World Software in 2015 as its CIO from Mitchell Silberberg & Knupp LLP, a premier mid-sized law firm with offices in Los Angeles, New York and Washington, DC, where she was Director of Information Technology. She joined the firm in 1997 and has 25 years of experience in the area of law firm technology. Rebecca is a thought leader in legal technology and is a frequent speaker at many legal conferences and events including LegalTech, and International Legal Technology Association (ILTA) roadshows and conferences. Rebecca is a graduate of Washington University in St. Louis.


RSA 2017 Conference Recap

Posted by ilta on April 18th, 2017

The RSA Conference in San Francisco is one of the world's largest gatherings of information security professionals from all industries. Three ILTA members share their experiences from this year's conference, addressing educational content, vendor expo halls and peer networking. If you've never been to RSA, this will help you know what to expect.


Bill Caraher has 20 years of experience managing and supporting technology in the enterprise. As the CIO and Director of Operations for von Briesen & Roper law firm, Bill is passionate about innovative information security and business-focused technology solutions that align and empower his firm's client-focused attorneys.

William (Bill) Kyrouz is Director of Information Security at Mintz Levin and is based out of Boston. Working in legal technology since 2001, Bill is active in ILTA and is a member of the Threat Intelligence and Executive Committees with the Legal Services ISAO. He recently led his firm's effort to become ISO 27001 certified.

Sherri Vollick is an accomplished information security and risk management professional with over 15 years of experience in top-tier, global law and professional services firms. She is the Co-Chair of ILTA's LegalSEC Summit for a second time, and a member of the LegalSEC Steering Committee. Respected by colleagues and business leaders alike, Sherri has planned and facilitated complex projects in both small and global environments.

Recorded on 4-14-17


Achieving QA Excellence in Legal

Posted by ilta on April 12th, 2017

In 1946, Grace Hopper recorded the first-ever computer bug when a moth was found in the Harvard Mark II machine. Today, the practice of software testing and quality assurance is vital to all industries with the advancement of technologies. Legal Services is no different, but the focus on quality assurance and software testing has been slow to develop – until now.

Ralph Bonatz is the Global IT Quality Control Manager at Mayer Brown LLP. He has over 20 years of experience in quality control, performing a broad array of activities such as: establishing teams, test management and planning, test case authoring and execution, test tools and environment management, requirements management, defect management, authoring test strategy, and guiding test automation teams. Ralph’s experience crosses many different areas, including Legal, Insurance, Fleet Management, Healthcare, Trading, Enterprise Resource Planning and Government. He is a former U.S. Air Force officer and graduate of the University of Miami, FL, where he obtained a BSEE and minor in German.

Ryan LaMontagne has 16+ years as a QA Professional and is an experienced QA Manager delivering hands-on innovative testing solutions. Demonstrated history working in the law practice industry, Financial Industry, and High Tech. Skilled in Test Program Development, Test Automation, Project Management, Vendor Management, and Leadership.

Asima Macci is the Manager, Training & Quality Assurance at Bennett Jones in Calgary, AB. She has over 30 years' experience in designing and delivering technical training programs in a variety of industries. 18 of those years however, have been in Legal. She is passionate about connecting people with technology to increase organizational efficiencies, productivity and profitability.

Alan Reeson is the manager of the Quality Assurance team at McGuireWoods LLP, an international law firm with over 1000 attorneys across 23 offices in the US, UK and around the world. He has been with the firm since 2001 and his team is responsible for developing, implementing, and maintaining IT quality assurance and control processes for both projects and operations. Alan also serves as the owner of the Release Management process.


The Future of IT Staffing

Posted by ilta on April 5th, 2017

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.

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.