Professional Development

Marketing and IT: How a Communicative Relationship can Yield Valuable Results

Technology is changing how firms operate and there is a need for more collaboration between the marketing and technology teams to achieve shared goals.
In this collaborative podcast between the International Legal Technology Association (ILTA) and the Legal Marketing Association (LMA), four seasoned marketing and technology experts discuss their organizational structures, the importance of establishing effective and open communication processes between departments, and share stories in which these efforts resulted in successful projects.  
After listening to this 30-minute podcast, you will learn practical tips on how to work together effectively and take away examples that can be implemented for your own success.
Both ILTA and LMA recognize that collaboration can only add value and aim to continue this discussion with additional content through the rest of 2022. Keep an eye out, share this podcast with a colleague and let us know what think!Recorded July 2022Speakers: @Ali Shahidi@Britton Choi@Erin Meszaros@Michelle Woodyear
​Moderated By:@Tara Patterson

Remote Working: What Does the Future Hold?

In this podcast session, we will discuss if continue to work remote, what needs to change? What do we stand to gain and what do we stand to lose?Questions Marlene will ask the speakers:1. What is the current state of remote work? Who is working remotely in law and are we seeing changes in who or how much in the last few months?2. A recent ALM survey on incoming summer associates reported that only 25% percent of the respondents felt concern about connecting with colleagues and getting adequate training in remote programs. This was down from 53% last year. Does that surprise you?3. Have you heard of any particularly creative methods organizations are using to keep communication going in remote teams?4. What is the economic and financial impact of remote work on organizations?5. If organizations are seeing remote work as a solution long term, what sort of skills and characteristics should they be looking for in their hiring and retention practices?
Moderator:@Marlene Gebauer - Co-Host of The Geek in Review PodcastSpeakers:Richard Hsu - Managing Director, Major, Lindsey & Africa@Sang Lee - CEO and Co-Founder, Thine

What New Staff Roles Are Necessary for a Growing InfoGov Program?

Information Governance’s focus and influence is rapidly developing. Due to this growth, many may be unprepared on how to staff their organization for these evolving roles.You may wonder where to start or evaluate your staffing needs. Join our panel podcast interview, with speakers from law firms, resource providers and application experts who each share a different angle on what are the new hybrid skills that are needed to bridge RM and IT needs. In addition, we will highlight what skills and roles should a growing program hire for.Questions that Chuck will ask speakers:1. What are some trends developing in the workplace regarding traditional records management roles?2. What new roles/positions have you seen emerge with the increase of focus on InfoGov ?3. What are some hybrid skills you’ve seen or needed to bridge the gap between RM/IG/IT?4. What are some recommendations do you have for firms for educating existing staff v. hiring additional headcount?5. What do you look for in new employees? IG experience? Records experience? IT experience? None of the above? How do you determine whether someone will be successful in this field?
Moderator:@Chuck Barth - Director of Information Governance, Sheppard Mullin Richter & Hampton LLP
Speakers:@Steve Huffman - Solutions Director – Information Governance, Williams Lea@Rudy Moliere - Director of Information Governance, Morgan, Lewis & Bockius LLP
​Recorded on 07-25-2022

Managing Outside Counsel Guidelines - Making Sure the GCs Office is in the Loop and Perils of Not Doing So

Outside counsel guidelines (OCG) are becoming more sophisticated and, at times, cumbersome. What are the provision pitfalls to avoid? What tools are available to manage the volume of OCGs across the firm and to help ensure compliance? Is there room for negotiation with clients? Join us for an open discussion with the GC community regarding the risks associated with not properly vetting and monitoring OCGs.Questions Daniel will ask speaker:· What difficulties are you seeing firms have in dealing with Outside Counsel Guidelines?· What tools are available to assist with management of the guidelines?· Do you see the need for changes in workflows related to the guidelines?Moderator:@Daniel Wood - Director of Counsel Assistance, Womble Bond DickinsonSpeaker:@Brynmor Bowen  - Practice Group Leader, Legal Risk, IntApp
 
Recorded on 07-25-2022
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Your Signature Please, No Pens Required pt. 3! The Technical Requirements and Concerns of Implementing an eSignature Solution

In the previous parts of this series, we discussed the what's and why's of eSignatures and some of the practical uses. In part three of this series, we will discuss the technical requirements, security, hidden costs, and other concerns that should be explored when looking to acquire and implement an eSignature solution.Questions that Jack/Alisher will ask Patrick and Aaron:1. Why should an organization adopt an eSignature provider?2. What are the differences between most eSignature solutions?3. What are the most important requirements an organization should consider when choosing an eSignature Solution?4. Can we be specific on what security requirements should be considered and addressed?5. Are there any hidden costs that may be missed when preparing to deploy or post deployment that can arise?Co-Moderators:@Jack Recinto - Senior Applications Director, Vedder Price P.C.@Alisher Yuldashev - Business Technology Advisory Manager, Borden Ladner Gervais
Speakers:P​​atrick Albert - Senior Business Architect, OneSpanAaron Davis - Director of Product Marketing, OneSpan

New and Evolving Roles in Legal

New technology, changing client expectations, regulatory changes, and more are transforming the legal industry, creating opportunities for individuals to develop new skillsets and for firms and legal departments to rethink how they deliver legal services.
In this podcast interview, learn about new and evolving roles in the legal industry, such as process engineer, project manager, legal operations, data scientist, and document automation specialist.Questions Sam will ask Speakers:
What are some of the key roles you see emerging in legal technology?
How can individuals skill up to transition into new opportunities?
How can firms and legal departments start shifting to new roles, and what should they be doing to ensure that these new functions are successful?
Where would you suggest people go to learn more information?
Moderator:@Samantha Sendrowski - Technology Innovation Manager, Bowditch & Dewey LLP
Speakers:@Gabe Teninbaum -  Assistant Dean of Innovation, Strategic Initiatives, & Distance Education and Professor of Legal Writing, Suffolk University@Sean Monahan -  Director, HBR Consulting
Recorded on 06-29-2022

Case Study: Making a Practicing Attorney Drive an Innovation Project

Most lawyers are enthusiastic about innovation projects, until they are put in charge. The toll it could take on their billable hours, the risk of attaching their reputation to an innovation project, and simply the work itself can all be overwhelming. For that reason, they usually prefer to let someone else to innovate for them.In this interview session, we will highlight how a practicing attorney was convinced to get involved in an innovation project, what support was provided to help her succeed, and what she did to solve her own problem – to the benefit of the entire firm – within the time span of 4 months.Questions Barbara will ask speakers:1) Tell us in short about your project and how was it different from the others that you did in the past.2) What made you say yes to this program?3) What were the biggest challenges and takeaways from going through this process?4) What do you think law firms can do to encourage more practicing attorneys to get involved in projects like this?5) What are the benefits of having practicing attorneys involved in innovation projects and why doesn’t it happen very often?
Moderator:@Barbara Gondim Da Rocha - Head of Knowledge Management and Innovation, RMS Advogados
Speakers:@Floor Blindenbach - Founder & CEO, Organizing4InnovationMayna Felix - Lawyer, RMS Advogados​
​Recorded on 06-28-2022

Managing Expectations in eDiscovery

Project management skills are essential in litigation support to respect deadlines and deliverables. Similar to juggling many balls at once and the trick is not to drop one, two, or more. Get advice from experts on managing expectations - the key to success is not always known - but the key to failure is certainly trying to please everyone.Questions Kathy will ask speakers:- What are some of the most difficult expectations you have had to deal with and how have you dealt with them?- Do you have any time management strategies you can pass along? How can you effectively prioritize to meet demands?- Can or should a plan-B be offered when a deliverable is impossible ?- What advice would you give to someone about managing expectations?Moderator:@Kathy Dallaire, CEDS - CEDS, eDiscovery and Litigation Support Coordinator, Stikeman Elliott LLPSpeakers:@James MacGregor - Partner, Forcyd@Stephanie Clerkin -  Director of Litigation Support, Korein Tillery LLC
Recorded on 06-27-2022​​

Articulating the Adoption and Value of Legal Technology

We all know that new technology without adoption, isn’t useful to advancing our organizational goals nor does it highlight the value of the technology.But how do you articulate the value of the technology without adoption? It’s a bit of the chicken or the egg conversation that anyone deploying a new technology faces. Join us as we discuss how business sponsors can articulate the adoption and value of legal technology to drive sustainable change.Questions Rachel will ask Nikki:• Adoption is critical to the success to legal technology, during the planning process when should the conversation around adoption take place?• Do you think challenge to legal tech adoption is a US centric problem or is this a global industry problem?• Do you think lawyers are really change adverse or is the value not always articulated?• Who should decide if technology is successfully adopted? Who is responsible for articulating the value?• What skills do you think need to be applied to have successful adoption?
Moderator: @Rachel Shields Williams - Director, Knowledge Management, Sidley Austin LLP
Speaker:@Nicola Shaver - CEO, Co-Founder, LegalTechnology Hub
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Recorded on 06-23-2022​

Mobile Devices: We Use Them All Day Long - When Do We Start Protecting Them?

This podcast interview session will take a look into our mobile devices (super computers in our pocket) and the built in (or lack there of) security around them.Can we rely on our devices out of box as long as they’re managed or has the time come where we need to take mobile security to the next level?Questions that David will ask speaker:1. Mobile devices are essentially a smaller version of a computer that can fit in your pocket. They’re on us and in use almost all the time. Confidential information flows to, from and through them, yet we don’t seem to secure them to the same level as a computer. Is that because they’re just secure out of the box? Or are we missing something?2. What types of threats and attacks should we be concerned about with our mobile devices?3. A lot of organizations may say we use MDM (mobile device management) to secure our mobile fleet of devices. Is an MDM sufficient?4. If out of the box security and usage of an MDM is not quite enough, what addition protections should we be looking at?5. How should different usage patterns and user interfaces of mobile devices factor into an organization's model of the mobile security threat and mobile security solutions?6.Obviously budgets and staff have an influence on just how much security you can deploy and manage. What would be the top 3 items that all businesses and mobile users should put into place to help protect their mobile devices?
Moderator: @David Whale - Director Information Security, Fasken Martineau Dumoulin LLP
Speaker:@Seth Hallem - CEO & Chief Architect, Mobile Helix 
 
Recorded on 06-17-2022
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Your Signature Please, No Pens Required pt. 2! How Remote Online Notaries (RON) and Virtual Rooms Can Eliminate the Need for In Person Notarizations

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?Co-Moderators:@Jack Recinto - Senior Applications Director, Vedder Price P.C.@Alisher Yuldashev - ​ Business Technology Advisory Manager, Borden Ladner Gervais
​Speakers:-Aaron Davis - Director, Product Marketing, OneSpan-​Raquel Lima - Product Manager, OneSpan 
Recorded on 04-17-2022