Archive for the 'Leadership' Category

If we have learned one thing from the pandemic, it’s the fact that we can’t always meet in person but we can continue business.

In this podcast, the speakers will discuss ways that eSignatures, remote online notaries and virtual rooms can eliminate the need to travel to an in person Notary.

Questions the Co-Moderators will ask Speakers:
○ Could you please tell our listeners a little about yourselves? Aaron, let's start with you.
○ If you both could briefly chime in as to what e-signatures are and what you can accomplish with them, that would be a great place to start.
○ Can you explain for our listeners, how Notaries worked pre-pandemic?
○ With the ongoing digital transformation, eSignatures became very popular in the last 2 years. More eSignature vendors offer unique features to digitize traditional workflows in different industries. We know you are familiar with online notarization and Virtual Rooms. Can you tell us more about Remote Online Notarization and Virtual Rooms? What are those and how can they help busy attorneys?

@Jack Recinto - Senior Applications Director, Vedder Price P.C.
@Alisher Yuldashev - ​ Business Technology Advisory Manager, Borden Ladner Gervais

-Aaron Davis - Director, Product Marketing, OneSpan
-​Raquel Lima - Product Manager, OneSpan 

Recorded on 04-17-2022

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Everyone is talking about data analytics and the evolving role of KM in conducting analytics. In this podcast, we will discuss where do you start, what tools are needed, what skill sets are required, how do you avoid stepping on the toes of others in the firm, such as the marketing or finance team and who may also be doing analysis of data?

Questions Carolyn will ask Bobbi:

1. Traditionally KM has been about developing standards, templates and taxonomies to locate knowledge and expertise within the organization. But, now, we are starting to see the evolving “role of data” in providing actionable information as part of knowledge management. Bobbi, does this resonate with you?

2. DA Investments/Efforts/Initiatives:
a. The increasing interest in data analytics – used to be fairly focused on financials and LPM, but now seeing analytics around diversity and retention, legal process improvement – is that consistent with what you are seeing in firms?
b. Is the push to do more with data analytics coming from clients or from within firms themselves as they strive to find ways to improve efficiencies and profitability?

3. Building Capabilities (Hiring Trends/Roles)
a. A few years ago there was a trend to hire data scientists and data analysts – is this trend continuing?
b. How are you seeing that KM’s role is evolving to support data analytics capabilities?

4. Where to Start (Demonstrating Value/Low Hanging Fruit).
A What is the low hanging fruit?
B What would be the advice you’d give the person who wants to show the value of data analytics as applied in the
“real world” of a practicing law firm

@Caroline Sweeney - ​Director of Knowledge Management & Innovation, Dorsey & Whitney

@Bobbi Basile - Managing Director, HBR Consulting LLC

Recorded on 04-08-2022

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Driving adoption of even useful technology is notoriously difficult. What are some helpful strategies for Litigation Support professionals to get buy-in and training time commitments from busy attorneys?

Questions Sachin will ask speaker:
1. What are some of the considerations for a law firm to opt for managed document review over reviewing documents in-house?
2. What type of training on your platform or services do litigation attorneys need to make the shift to managed document review a seamless one?
3. What strategies have you found to be most effective when getting attorneys to modify their workflows to incorporate outside legal services?
4. How has the shift to remote work changed how law firm attorneys and in-house counsel work with legal service providers such as Quislex?
5. How would you suggest firms discuss and get client approval for the use of outside legal services?

@Sachin Gupta - ​Knowledge Management Attorney – Data & Technology Transactions, Latham & Watkins LLP

​Bobby Coppola - VP of Legal Solutions and Strategic Growth, Quislex

Recorded on 04-01-2022

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Information Governance…we hear this term all the time in legal, but what does it really mean? Is it referring to controlling the stream of information inside a law firm or law department, or outside one? And what methods are being utilized in today’s law firms and law departments to govern this often critical information?

In this interview session, we will discuss what the term actually means and what effects it can have on firm attorneys and staff. Finally, we’ll learn why having an IG policy is so vital to clients and firms alike.


@John Graves - Training Support Specialist, Winstead PC

@Jeffrey Sharer - President and CEO, LexShift 

Recorded on 04-01-2022

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Change management is a critical part of any successful project or initiative. With so much change happening both in the legal industry and in the world as a whole, a good change management program has never been more important, especially if your firm expects to continue with a hybrid work model into the foreseeable future.

In this podcast, we’ll talk to Sharon Ford, Change Management Manager at Perkins Coie, about how to think about change management in a hybrid workplace.

Questions that Holly will ask Sharon:

1. Over the past two years, people have gone through a tremendous amount of change. Does the pace of change in the world at large impact how we talk about change internally to our stakeholders and end users?
2. What are some aspects of change management that become more important when communicating with a hybrid workforce?
3. What are some specific issues, or ‘gotchas’, that people involved in change management efforts may not realize will be problematic?
4. A successful change management effort will always tailor the message to the audience. Has the way you think about different audiences changed in a hybrid environment?
5. If you could provide listeners with one (or two!) takeaways for putting together a successful change management initiative in a hybrid environment, what would it be?

@Holly Hanna - KM Firm Solutions Manager, Perkins Coie LLP

@Sharon Ford - Change Management Manager, Perkins Coie LLP 

​Recorded on 03-31-2022

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For all the differences between operating the military and working in private sector, there is one constant both realms share – innovating to remain relevant and foremost in their respective fields.

In this podcast session, we will discuss how leaders across the U.S. Army are establishing knowledge management programs to enhance shared understanding, learning and decision-making. In addition, we will further explore how to apply the military’s approach to innovation to law firm KM processes.

@Amy Monaghan - Senior Practice Innovations Manager, Perkins Coie

Andrew Bragg - Chief of Knowledge Management, U.S. European Command

Recorded on 02-11-2022

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In the second part of this podcast series, the speakers will talk about successful strategies to mentor young or new colleagues in the legal IT space when being remote. In addition, we will learn what is a great mentor, how do you find a mentor, how does it change working remotely and why is mentoring so important?

@Carolyn Bragiel - Advisor, Legal E-discovery, Cardinal Health


@Joy Murao - Founder and CEO, Practice Aligned Resources (Mentor)
@Candi Smith, CEDS -  Sr. Legal Technology & eDiscovery Specialist, Jabil Corporation (Mentee)

Recorded on 01-26-2022

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In this upcoming two-part podcast series, the speakers will talk about successful strategies to mentor young or new colleagues in the legal IT space when being remote. In addition, we will learn what is a great mentor, how do you find a mentor, how does it change working remotely and why is mentoring so important?

@Carolyn Bragiel - Advisor, Legal E-discovery, Cardinal Health

@Kailee Goold - Assistant General Counsel, Cardinal Health

Recorded on 01-25-2022

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Our next featured podcast Woman Leader is Carmin Ballou and she is the Director of Data Insights & Analytics at ALAS. She sits down with our WWL group and talks about her Peer to Peer article, mentors, leadership, and more!



ILTA’s Women Who Lead Advisory Committee put out a call for names earlier this year to identify women who have recently experienced a job transition into their first management role. WWL is profiling four new women leaders in Peer to Peer, one profile in each of the next four issues. WWL will also do an interview with them as part of our podcast series throughout the next year, so stay tuned!  

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For the Winter 2021 issue of Peer to Peer, ILTA's Director of Publications and Press, Beth Anne Stuebe, sits down with ILTA CEO, Joy Heath Rush, to talk end of year and forward-planning goals for 2022. Tune in now!

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