Information Governance

#0086: (CCT) Law Firms and AI – A Practical Guide

In session 1 of the series, the speaker discussed what policies, frameworks, and oversight structures are essential for a strong AI foundation as well as common stumbling blocks and how to avoid them.
Moderator:@Elizabeth Suehr - Director of Legal Risk Systems & Strategy, Jenner & Block LLP
Speaker:@Morgan Llewellyn - Director, AI Practice Hike2 
Recorded on 05-14-2025.

#0078: (CCT) Missing Pieces: Using Legal Data Intelligence to Eliminate Gaps in Law & Technology

In this podcast panel discussion, the speakers provided an introductory discussion on LDI and its impact on how data is reviewed, analyzed and used to identify relationship trends.
 
Moderator:
@Ravan Roddy - eDiscovery Manager, Zoetis
 
Panelists:
@Chris Acosta - Director, eDiscovery Resources, Morrison Foerster
@Carl Morrison -  Senior Manager, Legal Operations, Otsuka Pharmaceutical Companies (U.S.)Recorded 3-14-2025

#0075: (JIT) What Does This All Mean? Uncovering KPMG's Approval

KPMG has just become the first Big Four accounting company to own a law firm in the United States after Arizona approved its participation in the state’s alternative business structure program. In this podcast interview, the speaker will highlight key background information on this case, discuss if this will open-the-door to becoming the new norm, pros/cons of the ruling and discuss what are the overall key changes in the legal industry of this ruling.
Moderator:  Ted Theodoropoulos, Chief Executive Officer, Infodash   Speaker:Debbie Foster, CEO, Affinity Consulting
Recorded 3-7-2025

#0060: (CCT) When to Bring in Change Management, Training, and Innovation Teams

Join moderators Missy McDonough and TaShika Lewis as they explore the perfect timing for change management, training, and innovation teams in legal tech initiatives. Change management expert Julia Montgomery shares practical insights on early engagement, driving lawyer adoption, and navigating the evolving tech landscape, including AI. Learn proven strategies to score projects, build buy-in, and deliver successful technology transformations in law firms.
  
Moderators:
@TaShika Lewis - Manager of User Education, Kelley Drye & Warren LLP
@Missy McDonough - Senior Applications Manager, Bricker Graydon
 
Speaker:
@Julia Montgomery - Director of Practice Enablement, King & Spalding LLP
 
Recorded 12-19-2024

#0041: (CCT) Data Dilemmas: From Hygiene to Ownership to the Rise of AI

Ever wondered where your data lives, who’s in charge of it, and how it should be managed? Join us as we dive into the wild world of Information Governance with a sprinkle of fun and a dash of expertise!  In this episode, we unraveled the mysteries of data hygiene—because clean data is happy data! We chatted about privacy functions and how they dance with legal and security realms. Plus, we tackled the big question: Who really owns your data? Is it Operations, IT, or someone else entirely? 
But wait, there's more! We explored the exciting frontier of AI tools and how they could impact governance. And let’s not forget the business case for tidying up that unstructured data clutter—because who doesn’t love a good data makeover? Finally, we’ll help you strike the perfect balance between keeping data accessible and maintaining order. Tune in for a lively discussion that’ll leave you smarter and more entertained than ever before. Don’t miss out—your data deserves this!
Moderator:@Jack Recinto - Manager of Application Development, Vedder Price  
Speaker:@Rebecca Sattin - Senior Director, Partner Success, NetDocuments 
Recorded on 09-18-2024.

#0025: (CCT) Are You Ready for Your Cyber Insurance Renewal? 2024 Updates

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

#0007: (CCT) Data Debt

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.

Risks in the Use of ChatGPT

In this podcast interview, the speaker will highlight in-depth what are the risks in the use of ChatGPT for corporations.  
Questions the moderator will ask the speaker:
-We are hearing a lot about Generative AI and AI assistants like ChatGPT. Is this another hype as Blockchain and Metaverse?-If it is something that will stay. What is the probable impact on the legal world?-A lot of people and companies are concerned about data privacy. What is true and what is false in this theme?-How do we use that? I see that some lawyers in the US had issues using that in the wrong way.-How do we get updated about this technology?
Moderator:@Marcelo Cardoso - Legal Ops Supervisor, Mercado Livre
Speaker:@Leonardo Toco - Founder and CEO at GPTLAW - a LegalTech focused on GenAI 
Recorded on 10-12-2023

Continuously Monitoring Controls in a Cloud Environment

This session will focus on how companies can continuously monitor and assess their security posture by looking at drift from their control baselines in the cloud. Questions Corey asked the speaker:1) What is continuous monitoring generally and why is it important?
2) What are some of the benefits of implementing continuous monitoring in a cloud environment?
3) What are some of the different cloud security control sources that should be considered when determining what to monitor?
4) At a high level, how do you begin to implement continuous monitoring in one or more of the major cloud providers (i.e. Amazon, Microsoft, Google)?
5) What are some best practices when implementing continuous monitoring in the cloud?Moderator:@Corey Reitz - Distinguished Cyber Assurance Architect, Sandia National LaboratoriesSpeaker:Sarah Luiz - Cyber Security ConsultantRecorded on 04-26-2023 
 

Leveraging Data Classification to Help Risk Management, Analytics, and Intelligence

Welcome to ILTA’s Risk Management: Data Analytics & Intelligence series.
Over the course of this program, we will provide access to experts in the legal industry to discuss challenges of adoption and the benefits of using cloud technologies and Data Analytics to enhance processes, leading to efficiency, cost-savings and secured compliance.
 
We will review the obstacles, challenges and successes of adoption focusing on matter intelligence. How are organizations leveraging data related to client/matter lifecycle to enhance processes, compliance, and security, build relationships (Business Development), and streamline cost saving efforts. Specific topics will include, Artificial Intelligence opportunities, adoption practices, security concerns and compliance.
 
Questions Elizabeth asked the speakers:
1)        What is the biggest challenge your organization faces today as you begin adopting Cloud Technologies and ensuring security compliance across the board?
2)        As new Cloud-Based technology is adopted by your organization, describe the security concerns your organization faced, how the organization was able to move forward given the concerns and the impact on people, processes and policy once adopted.
3)        What are the specific steps an organization can take to ensure a successful adoption, both from a people and system perspective?
4)        Data captured at client/matter inception is used throughout an organization. What were the key factors in joining differing areas | departments (Risk, Business Development, Finance, etc.) to develop a consistent “Master Data” foundation to leverage for reporting and intelligence organization wide? Moderator:@Elizabeth Suehr - Director of Legal Risk Systems and Strategy, Jenner & BlockSpeakers:
@Damien Riehl - VP, Litigation Workflow and Analytics Content, FastCase
@James Hannigan - Director of Legal Project Management, Coblentz Patch Duffy & Bass, LLPRecorded on 04-25-2023

IG/Data Gov Education

What can we do as IG professionals to increase our firms understanding and acceptance of IG core values so that change management is not such a steep hill? In this session, we will explore different options.
 
Moderator:@Andrew Corridore - Information Governance Compliance Manager, Akin, Gump, Strauss, Hauer & Feld, L.L.P.
 
Panelists:@Christopher Hockey, IGP - Director of Information Governance and Management, Bond, Schoeneck and King, PLLC​@Matthew Estrada - Senior Information Governance Specialist, Kirkland & Ellis
 
​Recorded on 01-23-2023