Training

Helping Attorneys Overcome Mindset that Technology is Just a Support Function

How can we articulate the value of technology in helping meeting client expectations and improving the bottom line? In this session, the speakers discussed this and more.Questions Glenn will ask the speakers: 
-There is a  perception by some attorneys that technology is a cost of business and, specifically, only a support function. Where do you think this stems from?
-Based on this perception, each of you have likely identified strategies to convince attorney and leaders that technology is more than simply a cost of doing business. What strategies have you employed or seen others employed to convince attorneys of the benefit of technology?
-The best made plans, particularly for a junior leader, may look great on paper but suddenly become challenging when put to practice.  Throughout your career, what obstacles have you faced when employing these strategies?  Are there any risks?  Have any backfired?
-For new C-suite or director level leaders, what would you encourage them to do to advocate for technology projects particular in light of the current economy? How do you  recommend they approach business value/ROI when proposing technology?
-To help with your persuasion, do you engage with client teams such as their legal department) to better understand their business needs?
- We’ve touched on a few of the key stakeholders but there are certainly more.  Do you find that you need to approach stakeholders in different ways when convincing them of a technology’s value?
- Can you share any examples of where technology clearly helped the bottom line?
-Any final thoughts?
Moderator:@Glenn Hoxie -Senior Project Manager, Practice Innovation, Paul Hastings LLP
Speakers:@Leslie Brown - Director of Client Value, Blank Rome LLP@Paul Unger -  Partner, Affinity Consulting@Jacqueline Schafer - CEO, Clearbrief@Brendan Miller - Legal Innovation Professional and Attorney” (previously Director of Practice Systems & Innovation for AmLaw 100 firmRecorded on 05-11-2023

Becoming a Testifying Expert

Learn about what it takes to become a testifying eDiscovery expert in your field of expertise from these testifying witnesses. The panel covers their own backgrounds, what certifications they have obtained, what education they acquired, and the steps that they took in order to become a testifying expert.
Moderator:@Lauren Doucette - Senior Practice Technology & eDiscovery Project Manager, Sheppard Mullin Richter & Hampton LLP
Panelists: @Chris Haley - Director of Legal Technology, Troutman Pepper/eMerge@Kevin Cohen - Principal, Data Triage @Kelly Twigger - Principal, ESI Attorneys LLC
 
​Recorded on 01-26-2023

Information Governance Policies and Practices for Small Firms

Information Governance is coming to the forefront as privacy become stricter in more and more jurisdictions. Clients are also inquiring about how their records are kept and demanding that firms put protections in place. In this podcast we will review the differences between Records Management and IG. We then delve into IG frameworks and policies and why you would want to establish these, followed by a look at client expectations. We will conclude with an overview of where to start when developing an IG framework and policy and the steps to take to put this in place.
Questions Ann will ask speaker:1. What’s the difference between records management and information governance? 2. What is an IG framework and associated policies and why would you want to establish these? (i.e. risk management, costs, etc.)3. In terms of client expectations, what are clients concerned about and what do they want to see in terms of IG?4. If a firm or corporation wanted to establish an information governance framework and policy, where would they start and what steps would they go through to get this in place?
Moderator:Ann Halkett - Director, SOLVED eDiscovery Services, a division of AHBL MLP
Speaker:Andrew Cogan - IGP, Manager of Practice Services – Records, Allen Matkins 
Recorded on 09-22-2022

Has the Time Come for Passwords to Take a Back Seat to Security

The majority of breaches today no longer come through delivered malware as our systems have become very strong with detecting and blocking these resulting in more effort than value for the attacker. Instead, it’s easier, faster and more economical to just try and steal your password, or better yet have you provide it yourself. This podcast takes a look at the security risks that are actually derived from one of our more important security controls… passwords; and look at what we can do to minimize those risks moving forward.
Questions Dave will ask the speakers:
A recent study by Verizon found that more than 80 percent of breaches through hacking involve brute force or the use of lost or stolen credentials. Microsoft estimates that there are 921 password attacks per second. We’ve been educated for years by the security industry and our awareness programs that passwords are the most crucial component to protecting our environments and our information. How is it that this sacred key to our kingdom is actually resulting in opening so many doors for attackers?
NIST has taken steps to try and reduce the bleeding with their new Password guidelines and best practices which encourage passphrases of more characters, less complexity and less changes. Are these steps in the right direction to actually keeping us secure?
Many security tools are now providing artificial intelligence around login requests that look to see if the member is coming from a known device and location prior to providing access. Would implementing these types of risk based controls with MFA and a passphrase by the answer to our problems?
Biometrics for authentication always seemed to be the next logical step for passwords. We have our basic biometrics on devices however, those are all back supported by a password or PIN. Will we ever get to a place where we’re truly only using biometrics for all authentication?
I understand that Apple, Google and Microsoft are working on a solution together that will get rid of passwords. Instead, they will just leverage the biometrics on your phone as your access code to everything. With this in mind do we just need to sit tight and all our troubles will soon be fixed?
Moderator:@David Whale - Director Information Security, Fasken Martineau Dumoulin LLPSpeakers:Sohail Iqbal - CISO, VeracodeEldon Sprickerhoff - Founder and Chief Innovation Officer, eSentirePhillip Solakov - Director, Client Solutions, Optiv, Inc.Recorded on 09-09-2022​

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

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​​

Decision Making Based On Data: Answer to All Problems? Part 2: Client Facing Decision Making Based on Data (Andrew Medeiros)

This session will review the different opportunities to make data-driven decisions in law firms and the challenges that go with them. Ideally the session, will differentiate between organizational/enterprise applications and client facing/legal advice applications.The goal is to map when data-driven decision-making is a good idea and when it is not. Further the session, will explore what to look for in terms of actions taken from data alone (bias, available data) and give tips how to get started and where to find structured data within your organization/firm to get started for a quick win.Questions Christiane will ask Andrew:• How can data enhance decision making?• When is it not appropriate?• What are the limitations: Bias, Data Hygiene• What needs to happen to make better use of data in the future?Moderator:@Christiane Matuch - Manager, Axiom Consulting Partners
Speaker:@Andrew Medeiros - Director of Innovation Solutions, Troutman Pepper Hamilton Sanders LLPRecorded on 04-21-2022

Change Management In a Virtual World

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?Moderator:@Holly Hanna - KM Firm Solutions Manager, Perkins Coie LLPSpeaker:@Sharon Ford - Change Management Manager, Perkins Coie LLP 
​Recorded on 03-31-2022

Decision Making Based On Data: Answer to All Problems? Part I: Organizational Decision Making Based on Data (Maggie Miller)

This session will review the different opportunities to make data-driven decisions in law firms and the challenges that go with them. Ideally the session, will differentiate between organizational/enterprise applications and client facing/legal advice applications.The goal is to map when data-driven decision-making is a good idea and when it is not. Further the session, will explore what to look for in terms of actions taken from data alone (bias, available data) and give tips how to get started and where to find structured data within your organization/firm to get started for a quick win.Moderator:@Christiane Matuch - Manager, Axiom Consulting Partners
Speaker:Maggie Miller - ​Chief Client Officer, OrgaimiRecorded on 03-29-2022

Security, Privacy and Compliance Tools in M365

Microsoft’s M365 solution includes a growing and evolving number of security solutions. These include MFA, Exchange On-Line Protection, Advanced Threat Protection and others, some new, some improved.
This podcast will be an overview of the solutions in M365 today, solutions that are either baked in to our existing M365 licenses at no additional cost or available at a nominal cost, that offer the possibility to retire and displace more expensive 3rd party solutions.
Moderator:@Mark Manoukian - IT Director, Kegler, Brown, Hill & Ritter
Speaker:Paul Edlund - Chief Technologist - Midwest, Microsoft
Recorded on 03-04-2022

How to Become a Great Mentor in a Remote Working Environment: Mentor/Mentee Edition

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?Moderator:@Carolyn Bragiel - Advisor, Legal E-discovery, Cardinal Health
 
Speakers:@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