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Jeff Aaron
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| Director, Product Marketing |
Silver Peak Systems
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Jeff serves as Silver Peak Systems' vice president of marketing, where he is responsible for the global promotion of the company's Wide Area Network (WAN) acceleration products. He has more than 14 years of networking and telecommunications industry experience. Prior to joining Silver Peak, Aaron led the strategic direction for product marketing for a variety of leading technology companies, including Cisco, Airespace, Turnstone Systems and Newbridge Networks (now Alcatel). Aaron began his career as a senior consultant at Ernst and Young where he counseled and provided direction to Fortune 100 companies with LAN/WAN design and disaster recovery planning. Aaron is a regular speaker at industry conferences and has written articles and opinion columns in a variety of industry publications, including Network World, Computerworld, TechTarget, Optimize, and Telephony magazine.
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Pedro Acosta
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| Senior Systems/Network Engineer |
McAngus, Goudelock & Courie, L.L.C.
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Pedro has more than 10 years of experience in computer systems, client/server environments. He is a Microsoft Certified System Engineer, VMware Certified Professional and Citrix Engineer, with a focus on Disaster Recovery and Messaging (Microsoft Exchange 2003/2007), before focusing primarily in messaging and virtualization. Pedro's practice has included general consulting for Lockheed Martin IT and CGI Inc. He is part of the VMware Users Group for South Carolina, and Microsoft Exchange Users Group President for Columbia.
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John Alber
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| Strategic Technology Partner |
Bryan Cave, LLP
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John leads Bryan Cave's award-winning Client Technology group. That group develops innovative Web-based, client-facing decision support, training and client communication tools. It has also become widely known for developing leading-edge internal decision support, knowledge management and client intelligence systems for Bryan Cave.
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Laney Altamar serves as a Regional Sales Vice President with Special Counsel, the nation’s largest legal staffing company. Founded in 1987, Special Counsel specializes in the placement of attorneys and paralegals. We have established offices in over 30 cities with nine dedicated TurnKey Legal Centers designed for the unique needs of document review teams. Since joining the company in 1996, Ms. Altamar has worked with law firms and corporations on a national level in crafting staffing solutions. In her current role, she focuses on establishing and sharing best practices for client relationships, recruitment, placement and delivery of service related to E-Discovery and document review projects.
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Marie is responsible for planning and executing practice development initiatives and creating mechanisms to further enhance internal information sharing and knowledge management for business development purposes at the firm. Her role includes conducting in-depth research on clients, targets, industries, competition and the firm's complex transactions and matters used for all marketing materials. Marie is also the marketing department's main liaison among various service providers including for the firm's website and various research tools.
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Eric has over 20 years of managing law firm technology and has recently served as the Peer Group Vice President for the Mobile Remote & Wireless Peer Group. He has also served two years as a Conference Co-Chair (2006 and 2007) as well as three years as a Conference Track Chair and one year as a Volunteer City Representative for Chicago. Eric is currently serving as the Conference Liaison for the Board of Directors.
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Pat helps law firms address issues including client confidentiality, regulatory compliance and risk management. He currently co-chairs the United Kingdom's Confidentiality Working Group and chairs a regular series of peer risk discussion forums held periodically across the United States as part of the Law Firm Risk Roundtable program.
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Judy Arrigo
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| Manager- Applications Integration |
Buchanan Ingersoll & Rooney PC
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I am the Application Integrations Manager at Buchanan Ingersoll & Rooney. I've been with the firm for over 17 years and have worked on a large number of projects relating to applications. This includes project management, new application evaluations, upgrades and conversions, implementations, and support. I manage a team of 7 people and our team is responsible for all Enterprise applications including DM, Sharepoint, Elite, and SQL Administration.
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Jerry Askew
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| Principal Consultant |
Askew Network Solutions
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Jerry is a recognized expert in legal technology. Askew Network Solutions works with firms with as few as 40 attorneys to those with as many as 3,000 attorneys. The Los Angeles-based company offers practical IT solutions that streamline time-consuming business processes, automate workflows and protect against breaches of internal confidentiality screens and ethical walls. Jerry is a frequent speaker and a published author on topics such as risk management, business process automation, network security and open source solutions.
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Peter is responsible for providing strategic technical direction to the firm and is part of the IT management team. Peter started his career at a software house developing "know-how" systems for law firms and has 20 years of IT experience.
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Terry Aurit
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| SavvySMART Content Manager |
Savvy Training & Consulting
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Terry has spent more than 30 years in the legal field, directly in the trenches as a word processor, trouble-shooter and trainer. She joined Savvy Training & Consulting in 2006 and manages their highly acclaimed SavvySMART Content Library. Terry is also a Project Manager with Savvy Training and brings her extensive "user-centric" background to help firms transition their software environments with a minimum of disruption to the daily workflow.
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Will Auther is a trial lawyer in the firm’s product liability and business
litigation practice areas. He has served in various leadership roles
within the firm including service on the firm’s Management and
Technology Committees.
Helping businesses defend their technology is one of Will’s strengths.
Will’s client work focuses predominantly on complex business litigation
including the defense of product liability claims, dealer/vendor disputes,
contract disputes, and financial litigation. His clients cross the entire
spectrum of industries from transportation, chemical, pharmaceutical,
mechanical, high tech start-ups, banking and finance.
As select examples, Will’s representations include:
• Trial counsel, in both first and second chair roles, on multi-million
dollar exposure cases resulting in defense verdicts
• Defending manufacturers in consumer fraud class actions
• Managing national portfolios of cases, reducing case counts to
lowest levels in years
• Successfully representing parties in multi-million dollar contract
disputes
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Tom helps assess technology tools that increase efficiency, streamline processes and improve productivity for Reed Smith's lawyers and clients. He was named 2005 Legal IT Innovator of the Year by the Legal IT Forum, and was featured on the cover of the Nov/Dec 2005 issue of Law Firm Inc. magazine. Tom was a member of the management team that won the CIO 100 Award in 2002 from CIO Magazine. He serves on the advisory boards of Law Technology News, Law.com, the Cal State Fullerton Knowledge Management Advisory Board and LexisNexis.
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Craig Ball of Austin is a Board Certified trial lawyer, certified computer forensic examiner and electronic evidence expert. He's dedicated his globetrotting career to teaching the bench and bar about forensic technology and trial tactics. After decades trying lawsuits, Craig now limits his practice solely to serving as a court-appointed special master and consultant in computer forensics and electronic discovery, and to publishing and lecturing on computer forensics, emerging technologies, digital persuasion and electronic discovery. Craig writes the award-winning Ball in Your Court column on electronic discovery for Law Technology News and is the author of numerous articles on e-discovery and computer forensics, many available at www.craigball.com. Craig Ball has consulted or served as the Special Master or testifying expert in computer forensics and electronic discovery in some of the most challenging and well-known cases in the U.S. Notwithstanding formal training and multiple certifications in computer forensics, Craig credits a lifelong passion to understand how things work and be able to explain it to others as his most cherished credential.
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Thomas Barce
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| Assistant Director of Practice Support |
Fulbright & Jaworski L.L.P.
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With more than 11 years of experience, Tom offers expertise electronic discovery, document management and rapidly-evolving legal technology solutions. In his current role, he focuses on four primary disciplines: advising clients and attorneys early in the electronic discovery life cycle; managing vendor relationships and performance; managing department operations; and evaluating and implementing new strategic technologies.
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Cynthia is a 20-year litigation industry veteran with law firm, in-house corporate and professional services practice experience. She is focused on business process development, risk identification and mitigation, and cost control/efficiency specializing in litigation management, electronic (and good old paper) discovery, information governance, data privacy and compliance.
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Monica Bay
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| Editor-in-Chief |
Law Technology News - Incisive Media
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Monica Bay is editor-in-chief of Law Technology News (www.lawtechnews.com); and author of The Common Scold (www.thecommonscold.com; and co-manager of EDD Update (www.eddupdate.com) blogs. Her monthly podcast, Law Technology Now, can be found at www.lawtechnologynow.com. A frequent speaker, she has been quoted in numerous newspapers and magazines, including The New York Times and Southwest Spirit. She has won journalism awards from the Associated Press, American Business Media, the American Society of Business Publications Editors, the Trade Association Business Publications International, the American Bar Association, Technolawyer and Sigma Delta Chi. A member of the California bar and a rabid Yankees fan, she lives in New York City and Lakeville, Conn.
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Maryanna Bell
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| Manager of IT Practice Application Services |
Manatt, Phelps & Phillips, LLP
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Maryanna began her law firm technology career in 1986 with the installation of her first LAN. In her current position, she manages outward facing projects and serves as an end-user advocate, giving voice to her firm's computer users and helping the IT department understand and address the concerns of those users. Maryanna is also a member of the Marketing Technology Peer Group Steering Committee and a speaker at ILTA webinars and conference sessions.
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Gary Berger
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| Director, Technology |
Ogletree, Deakins, Nash, Smoak & Stewart, P.C.
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Gary Berger received his undergraduate degree in Electrical Engineering Technology from Western Kentucky University and his Masters of Science degree in Computer Engineering from Clemson University. He has over 28 years of experience in the area of information technology with over 20 years in a management capacity. Having worked as service managers for various companies, a research engineer for the American Printing House for the Blind, and in Director roles at Clemson University and Ryobi Power Tools, he is now serving in the capacity of IT Director for Ogletree Deakins where he has been for over 11 years.
His professional interests include organizational growth, security, systems development and integration, full life cycle service delivery, quality management, and process engineering.
His personal interests including reading (mostly philosophy and religion), personal awareness, and "tinkering".
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Joe Bocardo
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K2, a division of SourceCode Technology Holdings, Inc.
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Joe has more than 20 years in the IT industry, the past six have been focused solely on helping companies apply business process management methodologies to the tasks they complete every day. His involvement in the legal vertical has exposed him to many opportunities for automation and enhancement in both front office and back office processes.
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Sean has been the Applications Integration Manager for the past five years, and has been with Vinson & Elkins since 1997. His focus at the firm has been on end-user desktop application development, deployment and maintenance.
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Jeffrey is former Chief Information and Knowledge Officer with a large law firm based out of Washington, DC. He has more than 24 years of experience in the field of legal automation working with geographically distributed organizations in the U.S., Canada and the U.K. on information management projects including: long range strategic planning, needs analysis, workflow management and reengineering, knowledge management, IT structure and personnel requirements, budgeting, system management/administration and complex systems design. Jeffrey also serves on the ILTA Board of Directors. He is a frequent educational speaker at regional and national user, trade shows and industry conferences.
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Larry Briggi, Managing Director of FTI Technology, has over 20 years of experience developing and implementing litigation management and technology solutions for law firms and corporations. In this role he helps clients reduce the cost and risk of e-discovery throughout the entire EDRM process. In addition to his consulting expertise, Larry has designed several legal technology tools, including FTI Harvester, a software and services offering that provides custodian-based preservation and collection of Microsoft SharePoint data. Larry has been an active leader and participant in user’s groups serving in various roles including serving as President of the East Coast Association of Litigation Support Managers (ECALSM) and co-founder of the Etech User’s Group.
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Senior-level professional with a comprehensive, diverse skill set of business acumen, financial expertise, project management, and software development. Tenacious, innovative, resilient, while exceeding expectations and driving results. Deep knowledge and skill set in finance, business, project management and systems development enables ability to analyze and implement improvements to client business infrastructures. Experience managing multilevel project teams operating across global locations.
Areas of expertise include:
• Operations Analysis / Process Redesign
• Cost Reduction and Avoidance
• Turnaround / Crisis Management
• Financial Budgeting and Forecasting
• Contract Development / Negotiations
• Proposal Development and Creation
• Budget Administration / Management
• Internal Systems and Controls
• Return on Investment (ROI)
• Total Quality Management (TQM)
• Process and Systems Re-engineering
• Team Building and Leadership
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Julie K. Brown
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| Litigation Technology Manager |
Vorys, Sater, Seymour and Pease LLP
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Julie manages the Litigation Technology Department, which provides in-house support, training, processing and production of e-discovery. Julie is an ILTA Litigation Support City Rep and serves on the ILTA Litigation Support Steering Committee. She also serves on the EDRM Advisory Committee, is a leader on the EDRM Evergreen project and a member of Sedona. She is certified in all Summation applications, Sanction, Doculex and LAW 5.0.
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Toby Brown
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| Knowledge Manager |
Fulbright & Jaworski L.L.P.
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Toby’s primary role is working with firm partners and clients in developing alternative fee arrangements (AFAs) and driving new business. In his past roles at Fulbright, he drove marketing efforts and various knowledge management initiatives, including competitive intelligence, client relationship (CRM) and firm expertise. Prior to joining Fulbright, Toby served as the Communications Director for the Utah State Bar. Toby presents nationally on marketing, legal technology and law firm management for associations, law firms, legal departments, law schools and paralegal programs. He has published numerous articles in journals and various publications as well. Toby has served on a number of legal service boards, bar association task forces and legal market organizations.
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Greg Buckles is an independent eDiscovery consultant specializing in enterprise technology and work flow solutions with over 20 years in discovery and consulting. Greg’s career roles span law enforcement, legal service provider, corporate legal, law firm and legal software development. This deep and diverse background combines with exposure to the discovery challenges of Fortune 500 clients to provide a unique industry perspective. He also provides market and product analyst services to top tier software and venture capital companies. He serves as co-editor and author for eDiscoveryJournal.com, a discovery knowledge portal focusing on independent perspective and expert opinion.
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Bill Burch
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| Vice President, Global Sales |
Elite, a Thomson Reuters Business
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Bill manages sales activity worldwide for all product lines including Elite and Prolaw. With over 25 years of experience in the legal industry, Bill began his career as a sales manager for Computer Consoles Inc., then a regional sales manager for The Minicomputer Company.
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Joe Buser
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| Director of Business Development |
Traveling Coaches, Inc.
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Joe Buser is the director of business development for Traveling Coaches. He has been with the company since 2000 and has worked with hundreds of law firms and corporate legal departments, crafting unique solutions to their educational and application integration requirements. Joe is a regular presenter at local, regional and national events for ILTA and ALA, speaking on topics ranging from continuing education to project management. Prior to joining Traveling Coaches, he was a senior consultant for The Sabre Group, managing airline IT projects for clients in Europe, the Middle East and Africa. Joe has a BBA from Texas A&M University and 23 years of information technology experience. Besides his work, Joe is passionate about his family, music, food and wine and loves to travel.
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Colin Cahill is a Senior Consultant with eSentio and is recognized as one of the leaders in the Law Firm Records Management arena.
Prior to joining the eSentio team, Mr. Cahill was the Director of Records and Conflicts at Choate Hall & Stewart LLP, where he lead a strategic information management assessment, the implementation of information governance, policy, processes, data management, document imaging, conflicts reporting and business intake. His career also includes positions at Ropes & Gray LLP as Director of Records & Conflicts, Wellington Management as Global Records Manager, Bain & Company as Global Records Manager and as a consultant with MDY Technologies and Iron Mountain. He specializes in improving business processes and achieving strategic objectives.
A frequent speaker on conflicts, records and information management governance, policy, and strategy, Mr. Cahill has been active in a variety of leadership roles for ARMA International, the association for information management professionals, at the local, regional, and international level. He served ARMA-Boston as President, ARMA Northeast as Region Coordinator, and ARMA International as a member of several task forces and committees. He is a Certified Records Manager, and current Director at AIIM Northeast, the Enterprise Content Management Association.
Mr. Cahill provides strategic consulting to law firms in the development of compliant records management programs. His engagements focus on records management gap analysis and best practice reviews, developing records management policies and supporting records retention schedules, developing enterprise information inventories, defining functional requirements for automated records management systems, and implementing leading software applications to support the improved management of records throughout the information management lifecycle.
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Bill is a hands-on CIO who likes to keep up to speed on new technology and applications that can benefit the firm for greater productivity. Among other things, he has been supporting telecom for more than 17 years and converted the firm's four offices from Avaya Definity PBX to Cisco IP Phones.
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Information Technology Director with Rothgerber Johnson & Lyons LLP
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Beth Chiaiese
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| National Director of Loss Prevention |
Foley & Lardner LLP
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Beth has been Foley & Lardner LLP’s National Director of Loss Prevention since 2001. During her 32-year career, she has worked as both a practitioner and as a consultant helping firms develop work processes and technology based on best practices in the areas of records management, conflicts of interest, new business processing and risk management. Beth is a frequent speaker, addressing national conferences such as the International Legal Technology Association (ILTA), the Association of Records Managers and Administrators (ARMA), the Association of Legal Administrators (ALA), the American Bar Association (ABA) and the Attorneys’ Liability Assurance Society (ALAS). She has also published articles and white papers for the National Law Journal, Peer to Peer and various ARMA publications. Beth is a co-author of Records Management in the Legal Environment, published by ARMA International in 2003, which extensively discusses the processes, technologies, and ethical concerns faced by law firm records and conflicts managers and administrators.
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Scott Christensen
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| Director of Information Services |
Wildman, Harrold, Allen & Dixon LLP
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Scott M. Cohen
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| Director of E-Discovery Support Services |
Winston & Strawn LLP
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Scott is responsible for all aspects of the firm's practice technology and electronic discovery operations. Throughout his 20-year career, he has worked in a consultative capacity with law firms and corporate legal departments enabling them to effectively leverage technology in all legal practice areas. Scott came to Proskauer from MetLife where he was responsible for providing general technology and litigation support services to the corporation's large and geographically dispersed legal and records departments. Prior to MetLife, Scott served as president and co-founder of Litigation Management Group, Inc., a legal technology and litigation support consulting firm.
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Blair D. Collins
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| Workflow Applications Specialist |
Ogletree, Deakins, Nash, Smoak & Stewart, P.C.
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Clark R. Cordner
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| Director of Practice and Client Services |
Orrick, Herrington & Sutcliffe LLP
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Clark Cordner is the Director of Practice and Client Services at Orrick, Herrington & Sutcliffe, LLP, where he is responsible for helping the firm deliver differentiated legal services that are enabled by technology and alternative workflow arrangements. He also is responsible for the firm's e-discovery and document review services at the firm's Global Operations Center. Clark was previously the Director of Client and Practice Services at WilmerHale and Director of Practice Services at King & Spalding. He previously practiced as a litigator and founded successful software development and professional services consultancies. Clark has graduate degrees from Brigham Young University in both law and management and is licensed in Utah and Washington, DC.
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Todd has been involved in legal technology for over 25 years. Todd is a co-author of ILTA’s industry-wide Technology Survey and has written and spoken on legal technology for various industry groups and publications.
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Janis Croft
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| Director of Knowledge and Media Services |
Nixon Peabody LLP
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Janis has worked at Nixon Peabody for more than 28 years. She has been responsible for the firm's knowledge management program for the past seven years. Her experience includes moving Nixon's portal from Plumtree to SharePoint, introducing Recommind, deploying internal collaboration tools including blogs and wikis and managing the creative department responsible for portal graphics and Web design for the firm.
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Tom Crowe
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| IT Manager |
Wyche, Burgess, Freeman & Parham P.A.
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As the IT Manager for an 85-user, 2 office firm, Tom's focus is constantly moving though his latest focus is virtualization, both at the server and desktop levels. Tom's responsibilities cover the gamut from messaging, Active Directory and phone system to changing toners and removing paper jams. Tom has been with Wyche for 10 years, in IT for 15 years and currently serves on the Infrastructure Peer Group Steering Committee.
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Jonathan has many years of experience in application architecture, database architecture, software development, network infrastructure and project management. His particular strengths include CRM systems, extranet/intranet portals, custom application development and business process management.
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Leah Daniels
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| Client Services Technology Manager |
Stoel Rives LLP
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Leah is an experienced business development and marketing professional with 10+ years of success working in the legal and high-tech industries. Leah is a strategic thinker with a range of technical expertise in client service and new media technologies. Leah oversees the client extranet, web marketing, CRM and competitive intelligence functions for Stoel Rives LLP, a business law firm providing corporate and litigation services to a wide range of clients throughout the United States. Prior to Stoel Rives, Leah worked at FEI Company, Tektronix and Tonkon Torp LLP. Leah earned her MBA in marketing and organizational analysis from Willamette University and her Bachelor’s degree in psychology from Rhodes College.
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Andrew has been involved with practice management systems and the professional services industry for more than 20 years. He's worked in a variety of roles within ADERANT since joining the company shortly after the release of CMS.Net in the mid 1990's.
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Anthony has been providing business and knowledge process consulting to the legal industry since 2008. He has held CIO and senior management positions in various professional services firms, including Clifford Chance, Ernst & Young, Pillsbury Winthrop, and Winthrop Stimson. He also served 8 years as a Captain in the U.S. Army Signal Corps. TDCGE is currently partnered with Clifford Chance LLP in the development of a matter-centric document management system based on SharePoint 2010, the first of its kind in the legal industry. Additionally, TDCGE is engaged in several projects in the legal and education sectors, including IT operational realignment, infrastructure rebuilds, cost reduction, data center consolidations, and Business Continuity Planning. TDCGE brings value to their clients by implementing only those projects that deliver tangible benefits, are cost effective, and contribute to their competitive position.
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Bill Decker
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| Delivery Manager - Sharepoint Practice |
Hubbard One, a Thomson Reuters Business
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Bill has more than 20+ years of experience as a project manager / business analyst within the legal and financial industries. After 5 years as the IT Project Manager for Bingham McCutchen; Bill has recently joined Hubbard One at Thomson Reuters as a Delivery Manager for their SharePoint Practice. Bill will lead implementations of SharePoint based intranet, extranet and enterprise search solutions powered by their OneView software platform.
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Melissa G. Dederer is a Certified Records Manager (CRM) whose experience encompasses over 20 years of records and information management, project management and automation, primarily within the corporate legal and law firm environments. Responsibilities have included: planning and directing the automation of the managing clerk’s office of a major NYC law firm; developing and implementing records management policies and procedures; records management consulting; evaluating legacy data for conversion and integration purposes; writing and editing department user manuals; training; and, all aspects of project management.
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Patrick is a former practicing litigation attorney and heads the firm's knowledge management department, litigation support team, and library. He is responsible for the firm's knowledge management infrastructure and strategic direction. He is also a member of the firm's Electronic Discovery Task Force and is responsible for the firm's social media policies and practices. Together with the firm's CTO, Patrick is responsible for the review and assessment of new technology tools. In his spare time, Patrick publishes the LawyerKM blog.
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Bob has more than 25 years of experience in providing technology consulting and management to law firms. He assists law firms in a number of areas including technology planning, technology governance, organization and staffing, records management, litigation support and business continuity planning. Bob was appointed to the prestigious fellowship in the College of Law Practice Management.
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Jay Dover
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| IT Director |
Liebert Cassidy Whitmore
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Jay established the IT Department for Liebert Cassidy Whitmore in 2000 and has over 13 years of legal tech experience. He is responsible for the strategic planning and implementation of the firm’s technology and directed its network migration from Novell to Microsoft in 2007. Jay has lead every major technology initiative during the firm’s growth from 23 to 75 attorneys and is currently overseeing its paper-to-digital project. Prior to joining the firm, Jay worked in advertising and education as a graphics and Web designer.
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As the IT Director for Devine Millimet & Branch, P.A., Bob is responsible for operational and strategic initiatives for the entire organization. He also serves as ILTA's Infrastructure Technologies Peer Group Vice President.
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Wale Elegbe
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| Manager, Legal Technology Services |
Nixon Peabody LLP
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Wale is responsible for overseeing Litigation Technology Services at Nixon Pea-body. He is involved with multiple aspects of the litigation technology services business, in-cluding: assisting clients and legal teams in Project Management; best practices in document review, data collection, electronically stored information (ESI) processing; assisting legal teams to define scope of discovery based on network topology, security architecture and custodian function; advising clients on issues of spoliation; records information management and more. Wale provides electronic discovery (e-discovery) consulting services to case teams and firm clients and consults with attorneys, staff and clients on recommending the best use of technologies related to e-discovery, evidence management, specialized databases, document review and production. With over 10 years of information technology and electronic discovery/litigation support experience Wale has extensive knowledge of the discovery process from a technical and business perspective. He has provided a broad range of discovery management services to clients nationally.
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Elizabeth is responsible for the firm's knowledge management infrastructure and research systems (including the firm's library), ensuring that the firm's collective experience and expertise are captured and applied for the benefit of the clients. As part of her role, she manages the firm's extensive precedent collections. Elizabeth is responsible for the continuing development of technology and internal processes that support the lawyers in their advice and direction to clients.
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Jamie is the Practice Manager for the Legal Applications practice group based out of the New York office. Jamie oversees a veteran team of application integration specialists and is responsible for maintaining mindSHIFT's deep legal industry applications expertise while identifying and developing the skills and best practices required to offer the latest innovations in legal software solutions to their customers. Jamie has over 15 years experience providing technology consulting and integration services to the legal community. Jamie's diverse technical background includes Windows server and Active Directory design and deployment, LAN/WAN infrastructure engineering, network security and firewall implementation, Citrix MetaFrame for local and remote application access, Web application hosting infrastructures, desktop design and deployment, and applications packaging, provisioning and deployment. In addition, Jamie has spent years planning, deploying and maintaining enterprise applications such as Microsoft Exchange, Microsoft SQL Server, document management systems from Interwoven and OpenText, as well as CRM solutions from Microsoft and Interface Software.
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Jason Epstein
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| Shareholder |
Baker Donelson Bearman Caldwell & Berkowitz
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Jason is the Head of the Business and Technology Group at Baker Donelson and Co-Chair of the firm's Alternative Fee Committee. He is a nationally-recognized practitioner and speaker regarding technology deals and technology law.
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Cindy Etoh
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| Senior Project Manager |
Shearman & Sterling, LLP
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Cindy Etoh, PhD, PMP works in the Project Management Office as a Senior Project Manager at Shearman & Sterling, LLP, a firm with over 1,000 lawyers located in 20 worldwide locations. She assisted with developing the strategically-orientated Project Management Office (PMO) at Shearman & Sterling, LLP. Her responsibilities include managing complex, global interdepartmental initiatives. Two recent accomplishments were successful delivery of the New Desktop and New Business Intake Conflicts Checking System; these initiatives leveraged virtual teams and provide superior firm Risk Management. Prior to assuming her role in the PMO, she led the Technology Training group at Shearman & Sterling, LLP. She has been actively involved in both professional and community service, including PMI-NY and Big Brothers Big Sisters NY.
Although she is now entrenched in the corporate world, Cindy commenced her professional career lecturing and freelancing Fashion/Textile Design. On her off-hours she opts for mentally stimulating activities as opposed to physically challenging ones; these range from writing an African Cookbook, copious reading, and dancing till she is ready to drop but that she considers an effortless physical pastime.
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Cheryl Farrar
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| Director of Client Services |
Savvy Training & Consulting
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Judi Flournoy is the Chief Information Officer for Loeb & Loeb LLP headquartered in Los Angeles. With 16 years of leadership experience with AmLaw 100 and 250 firms, Ms. Flournoy has been both a strategic and operational director.
Ms. Flournoy is a member of the Microsoft Legal Client Advisory Board and a member of the Thomson Reuters Large Law Firm CIO Advisory Board.
Ms. Flournoy received the IT Director of the Year award for 2006 from Law Technology News and was recognized as one of the Global Top 100 CIO’s by City Tech magazine in 2006.
A frequent columnist for Law Technology News, as well as a member of the LTN Editorial Advisory Board, she has spoken at various conferences on topics ranging from Disaster Recovery to Electronic Data management.
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Bryce Foens
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| Legal Information Services Manager |
Squire, Sanders & Dempsey, LLP
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Bryce has been involved in technology for nearly 20 years and started his legal technology career 10 years ago. As the Legal Information Services Manager, Bryce is the interface between the firm’s practice groups and the technology department. He is also a member of the Knowledge Management Value Initiative team at his firm.
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Ron provides outsourced knowledge and support services for lawyers. Previously, he managed practice support at WilmerHale, was CIO at Mintz, worked for two legal software companies and ran Prism Legal Consulting. Ron was also a strategy consultant at Bain & Co and an econometrician at DRI. He is a Trustee of the College of Law Practice Management and has a JD from NYU and BA from Oberlin College.
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Mary Anne Fry
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| Director of Libraries and Records |
King & Spalding LLP
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Mary Anne joined King & Spalding in 1977. Her many roles have included assisting in automating the conflicts and records systems, implementing the firm's RIM and retention policy, and serving on a team to plan and implement methods to track the firm's initiatives. She is a member of AALL and ARMA and is the outgoing Chair of the Atlanta ARMA Board.
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Bryan has two years of experience in the legal industry at Howrey, focused on building and leading teams in the area of enterprise applications, support and development. His accomplishments include an SAP implementation, a social networking deployment and standing up an enterprise search capability (Summer 2010). Prior to Howrey, Bryan spent 20 years at Booz Allen Hamilton in a wide variety of IT roles with the last 13 years in leadership positions.
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Larry has worked in the legal technology field since 1987 for firms such as Kennedy Covington, Winston & Strawn, NYLife Insurance Company and Bowne Business Solutions (as IT Director for Brown & Wood). Larry was also a member of the ILTA '07 and '08 Conference Committees and currently serves as an ILTA City Representative for New York City.
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Rhonda C. Glenn
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| Information Technology Director |
Chambliss, Bahner & Stophel, P.C.
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Erik oversees the Information Services Department which manages the firm’s data systems, support operations, projects, records and risk mitigation sections. He is responsible for charting technology strategies focusing on expense control, reducing risk and implementation of technologies that have a measurable positive impact on revenue. Erik served in the U.S. Army from 1982 to 1998. During his final project with the U.S. Army, Erik conceived, implemented and oversaw the technology operations of the Departments of the Army and Navy (including the U.S. Marine Corps) Gulf War Declassification system. This system was internationally recognized by AIIM and Kinetic Information by winning the Government and Vision awards on April 14, 1997. Additionally the system was permanently archived in the Computerworld Honors Program online archive. Erik was awarded the Army’s Legion of Merit for this assignment.
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Sally R. Gonzalez
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| Senior Director |
Hildebrandt Baker Robbins, A Thomson Reuters Business
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Sally has over 25 years of experience bringing business and IT together in strategic planning and implementation of complex, information-intensive systems that require tight integration of people, process and technology. She is recognized as a leading expert in knowledge management and strategic planning for the legal services industry. Sally speaks regularly at industry and educational conferences and has numerous articles published in the legal trade press.
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Deborah has over 25 years of experience in management, professional sales and marketing in the legal industry, and throughout this experience has pioneered many marketing and business development initiatives. Much of her professional experience has focused on developing tools to successfully and skillfully serve clients’ needs in the legal industry.
At Andrews Kurth, Deborah provides strategic and tactical business development and marketing counsel to the firm and supports firm programs including women’s initiatives, diversity, and alumni and community relations.
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Marc Grant
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| Associate Director |
Bracewell & Giuliani LLP
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Marc has worked for Bracewell & Giuliani LLP for eight years and is responsible for the management and guidance of the network and desktop teams. During his tenure with the firm, Marc's primary focus has been on systems implementation, upgrades and migrations for systems including directory services, messaging, server / desktop / application deployment, remote access, virtualization, security, data center management and business continuity / disaster recovery.
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John D. Green
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| Chief Information Officer |
Baker Donelson Bearman Caldwell & Berkowitz
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Corby has been involved in legal technology training for more than 11 years. In his prior life, he taught writing and literature while earning a Ph.D. from UC Santa Cruz. Corby is the founder of the Bay Area Legal Trainers Organization (BALTO) and serves on ILTA's User Support and Training steering committee.
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Mark is founder and CEO of nScaled Inc. and has over 15 years of experience in software, business development and marketing. Previously a co-founder of Workshare in the UK, he came to the USA to lead a market entry strategy from inception. Setting up offices in San Francisco and New York he drove revenue to over $20m in annual sales with over 6,000 customers and 95% of the largest law firms worldwide. Mark originally hails from South Africa and earned his Bachelor of Commerce degree at University of Natal majoring in Economics and Marketing.
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Gail Hageman
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| Senior Marketing Technology Manager |
Hunton & Williams
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Gail's responsibilities include the firm's CRM, e-communications, websites, microsites and blogs, as well as implementation of an automated experience management system. With 15 years of law firm marketing experience, Gail has watched the evolution of marketing technology for law firms and has participated in many LMA activities and vendor-sponsored forums.
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David focuses on the strategic and tactical implementation of the firm's technological resources to further client service. Previously, David was the Technology Partner for Winston & Strawn LLP. Prior to this, David was the Director of the ABA's Legal Technology Resource Center. David is a Fellow in the College of Law Practice Management and has serves on its Board of Trustees. He has also served on the Council of the ABA's Law Practice Management Section. David is a frequent speaker and author on various legal technology and management topics.
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Adam Hansen
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| Director of Information Security |
Sonnenschein Nath & Rosenthal LLP
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Adam is responsible for all information security, including setting policy, risk management, product selection and implementation, investigation and crisis management. Adam is also the President/Founder of the National Security & Privacy Executive Roundtable, a user group dedicated to knowledge sharing among security professionals. He holds numerous certifications and sits on a variety of boards dedicated to the improvement of the practice of information security. Adam serves as Vice President of ILTA's Risk Management Peer Group.
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After 25 years of successful management in the legal and consulting industries, Jo Haraf founded Haraf Professional Services LLC - a consultancy dedicated to assisting professional services firms recognize immediate and long-term benefits from improved staff, project and IT portfolio management. In addition, Jo helps companies supporting the legal community to better understand and serve their customers.
Prior to Haraf Professional Services LLC, Jo served as Chief Information Officer at Morrison & Foerster LLP responsible for Information Technology, Library, Records, Conflicts/New Business and Litigation Docket. In addition, Jo was the firm’s Director of the Project Management Office and Chief Privacy Officer.
Jo is a regular speaker and author; she is honored to serve on the Editorial Board of Law Technology News. She earned an MBA at the University of Rhode Island and a BS in Business and Computer Science from Northern Illinois University.
In 2009, Jo co-authored ACHIEVING EXCELLENCE IN LEGAL TECHNOLOGY MANAGEMENT (Thomson Reuters) addressing project and portfolio management in law firms. Jo’s successful ILTA conference presentation BUSINESS DOGMA – BE TOP DOG AT YOUR FIRM (www.BusinessDogma.com) has evolved into a business management book inspired by our canine companions. Non-fiction/humor agents are invited to call or write at any time!
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Tony is a Senior Analyst, Learning Systems at Bryan Cave LLP. He has contributed to several ILTA publications, webinars and conference sessions regarding training and user support, elearning, applications, and leadership. He serves on the steering committee for the User Support Peer Group.
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Nathan Hayes
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| VP, Technology & Infrastructure Services |
Osborne Clarke
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Steve Held
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| Legal Industry Practice Manager |
Clarity Consulting, Inc.
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Steve partners with law firms to deliver case management, business process automation and custom software development solutions on the latest Microsoft and K2 technologies. Steve has more than 15 years of experience delivering custom software solutions. He has worked within the legal vertical for over 10 years, most recently as the Development Manager at Sonnenschein Nath & Rosenthal LLP.
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Charlotte Herring
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| Chief, Information Technology Division |
The US Judge Advocate General's Corps
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LTC Herring assumed duty as the Chief, Information Technology Division, U.S. Army, OTJAG, in July 2007. In addition, she is a Certified Knowledge Manager, and presented at the both the KM2010 and Open Government Innovations Conferences in DC. She co-leads the KM workgroup drafting the strategic plan/governance policy for Knowledge Management and the Mission Media policy for the U.S. Army JAGC. Previously, she served as the Command Judge Advocate, U.S. Army Human Resources Command (HRC) advising both the Commander, HRC and The Adjutant General (TAG) of the US Army. In this capacity, she provided daily advice to the Casualty and Memorial Operations Center (CMAOC) and the Army Wounded Warrior Program (AW2.) She served as the Chief, Foreign Torts Branch, U.S. Army Claims Service (USARCS) from 2003 - 2005 where she initiated the original Iraqi claims program. From 2001 -2003, she served as the Officer-in-Charge (OIC) of the Hunter Army Airfield Legal Center, 3d ID (Mech.) From January to June, 2003, she deployed with the 3d ID (Mech) in support of Operation Iraqi Freedom where she served as first the OIC of the 3d ID Rear legal cell and then the 3d ID Main legal cell.
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David Hill
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| Lawyer |
City of Vancouver Law Department
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David's dual interests in law and technology have intertwined since law school in Vancouver, BC in the early 1980s. After some years of law practice, he became a technology educator for a local continuing legal education provider. He then worked as a technology consultant, and next as both a lawyer and as the technology director in a large Vancouver firm. He has since moved back to practice, in Labour, Employment and Human Rights law in the City of Vancouver's Law Department, where he is also involved in departmental and city-wide technology initiatives.
David has made numerous presentations about the use of technology in law for ITLA and organizations such as the Canadian Bar Association, the Canadian Corporate Counsel Association, several law schools and law societies, and at national and international conferences. He is a keen ILTA supporter, and promotes Free and Open Source Software and its use in practice.
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Pam Hill
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| Managing Director |
Hyperion Global Partners
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Pamela has more than 24 years of experience in BC/DR planning, the last 14 years focused exclusively on law firms. She has participated in developing more than 90 BC plans in law firms and has participated in many successful recoveries.
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David Hobbie
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| Litigation Knowledge Manager |
Goodwin Procter LLP
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David's mission is to enhance search, knowledge sharing and collaboration among the litigators at his firm. He brings a strong understanding of the theory of knowledge management and secure social collaboration, as well as extensive experience as a practicing litigator. David is a frequent speaker and has published numerous articles. His specialties include knowledge management, Enterprise 2.0, wikis, social networking, enterprise search, e-mail management and change management.
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Connie is responsible for overseeing the firm's technology budget, strategy, planning and implementation. Possessing more than 20 years of exerience championing the use of information technology to improve client relationships and achieve competitive advantage, Connie directs the firm's client-focused technology strategy. Connie was named IT Director of the Year in 2008 by Law Technology News. She led the successful integration of Powell Goldstein's IT into Bryan Cave and the delivery of a new SharePoint-based intranet. Before joining Bryan Cave in 2002, Connie was the owner and managing director of a company she co-founded to provide strategic consulting and capital to early stage information technology ventures.
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Kathleen facilitates the design and implementation of organizational and technical structures to support the firm’s culture of knowledge sharing. Prior to joining Cassels Brock, Kathleen's focus was in the area of legal research and writing. She gained experience at a large, full-service law firm as well as a boutique litigation firm. Kathleen also acted as General Counsel of an international family of manufacturing companies. She obtained her LL.B. from Queen’s University in 2000, where she was the Editor-in-Chief of the Queen’s Law Journal.
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Timothy J. Hooks
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| Director of Information Technology |
Chester Willcox and Saxbe LLP
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Prior to joining Chester Willcox & Saxbe, Tim served 11 years as network administrator for Kegler Brown Hill and Ritter. He is a Certified Information Systems Security Professional and Microsoft Certified Systems Engineer. Prior to work in the legal industry, Tim spent 15 years in the restaurant industry.
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Monroe Horn is the Chief Technology Officer for the Boston law firm of Sunstein Kann Murphy & Timbers. In addition to managing the firm’s information technology and litigation support, he serves as a consultant to the firm’s clients in the areas of litigation readiness and electronic discovery.
Monroe has extensive experience with legal technology. He has published articles on the subject and has been a featured speaker at technology seminars in the United States and Europe. Monroe has also held leadership positions in trade associations, including the International Legal Technology Association (ILTA), and has presented at their annual conference and on ILTA webinars.
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In his 25+ year career, Doug has spoken at ILTA events and other national, state and local technology conferences including Microsoft's World Wide Partner conference. He is the founder of Handshake Software, Inc. Previously he was CEO of MeltingPoint Ltd. U.K. and MeltingPoint Inc., a venture-capital backed company, where he led the expansion of the product line and major sales success to W.H. Smith and others. He was COO/President of CMS/Data, a subsidiary of a publicly traded company. He created a turn-around strategy and, in three years, led the company to an increase in revenues in excess of 500% and record profits through expansion into six new vertical markets and fourteen new countries. He has had prior experience as the Senior VP Product Development & Marketing at another publicly traded software company and has been involved in technology consulting, product development and software start-ups during his twenty-five plus year business career.
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For more than five years, Don has played an integral role within ADERANT. He is currently responsible for all sales activities and marketing efforts around the world. He has more than 20 years of experience in the enterprise application software business and relevant experience includes senior management positions at Epicor (formerly Platinum Software Corporation), Sage (formerly Best Software, Inc.), Accruent, Mindarrow Systems, Inc. and Talisma.
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Chris has been working in the legal technology industry for 15 years. He is responsible for all facets of IT from strategic planning to implementation and day-to-day support. Chris also oversees Records and Facilities Management, and works closely with the firm's Marketing Director and Firm Administrator. Chris has been an active member of ILTA since joining in 2000.
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Eric Hunter
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| Director of Knowledge Management |
Bradford & Barthel, LLP
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Eric is the Director of Knowledge Management at Bradford & Barthel, LLP, where he is currently integrating a cloud-hosted collaboration platform. His focus is in strategic and tactical intelligence, knowledge management and technology.
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Leigh Isaacs
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| Firmwide Records Manager |
Orrick, Herrington & Sutcliffe LLP
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Leigh Isaacs is the Firmwide Records Manager for Orrick, Herrington & Sutcliffe LLP. She has over 10 years of information management experience and over 25 years of experience in the legal field. Leigh's expertise includes deployment of enterprise programs, development of information management and related policies and procedures, creation of retention schedules, on and off-site storage considerations including outsourcing, process improvements, evaluation and implementation of technology solutions and the disposition of information for dissolved entities.
An active member of ARMA since 2004, Leigh currently serves as the Vice President of Programs for the Greater Washington, D.C., chapter. She is a published author and speaker on issues relating to information management.
Leigh can be reached at lisaacs@orrick.com or 202-339-8630.
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Thad is IntApp's Chief Technology Officer, responsible for overseeing the company's overall product and technology strategy. He is the architect of IntApp's application integration, risk management and time capture solutions. Thad is an expert in legal software applications and IT environments and has worked with many large and mid-sized law firms in the U.S. and U.K. to address business process optimization, data governance and confidentiality management challenges.
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Ann Johnson
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| System Applications Manager |
Keating Muething & Klekamp PLL
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Rick currently serves as the senior technical advisor and career manager for all Legal Administrators in the U.S. Army JAG Corps. Serving directly for The Judge Advocate General and Deputy Judge Advocate General, he provides advice and input on all matters related to information technology and office management. In 2007, he completed his assignment with the Multi-National Corps - Iraq while assigned to the III Armored Corps and Fort Hood, Texas. He has served as Chief Project Officer, LAAWS XXI; Senior Legal Administrator, The Judge Advocate General's Legal Center and School; 1st Infantry Division during Desert Shield/Storm and various other assignments over a 23-year career.
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Sherry is responsible for innovation at Microsystems and works closely with clients on best practice document workflows and migration strategies. She has more than 25 years of experience in authoring technologies. Sherry developed binary conversion and document reuse best practices for Word V6/95/97/2000/2002/2003/2007 in use today by the world's largest law firms and life sciences companies. She has led or assisted more than 400 document migration projects, and is working with leading law firms and life sciences companies as they move to the 2007 Office system and XML.
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Dale has been involved in business analysis and project management for more than 10 years. In roles ranging from senior consultant to instructor to business owner, Dale has gained considerable experience acting as "interpreter" between business managers and IT professionals. Experience as both a business manager as well as a software developer has given him unique exposure to both sides of the"'IT fence."
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Lisa's previous roles include Practice Automation Manager with Hunton & Williams, Knowledge Manager with LeBoeuf Lamb and Intranet Development Manager for Hogan & Hartson, LLP. She also spent seven years providing legal technology consulting services with Potomac Consulting Group and Project Performance Corporation. She is a contributing writer for Practice Innovations newsletter and speaks frequently on knowledge management.
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A litigation attorney since 1990, Bil is the Director - Electronic Discovery at Wilson Sonsini Goodrich & Rosati. In this capacity, he oversees the firm's Electronic Discovery Operations Center (eDoc), working with litigation attorneys, in-house counsel and IT departments to effectively manage all aspects of client ESI associated with a legal matter. Recognized for his expertise in the use of software to automate the litigation process related to electronic evidence discovery, case assessment, and trial preparation, Bil is a frequent speaker on e-discovery topics. Prior to joining Wilson Sonsini Goodrich & Rosati, Bil served as the director of corporate legal systems for CT Summation, a unit of CT Corp. Here he assisted Fortune 1000 corporate law departments with the development of in-house electronic discovery and litigation support capabilities.
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Chuck Kellner is a leading ediscovery strategist. He has served as litigation support manager in a large firm and as a service provider in consulting, project management, computer forensics, operations, and sales engineering and management. His experience is both consultative and hands-on. He has provided expert testimony in a variety of discovery disputes. Chuck’s approach to ECA integrates clients’ goals with the use of cost analyses, interview protocols, defensible search methodologies, and various software tools.
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Barry specializes in working with senior members of law firm management on the provision of support service and the application of technology within the law firm environment to ensure the most effective IT environment for the firm’s professionals and support staff. Keno Kozie has helped hundreds of law firms across the country with advanced IT design and implementation projects, including: data center design, disaster recovery system implementation, WAN design and optimization as well as 24x7 helpdesk outsourcing, managed services and other critical technologies.
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Sean King
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| Litigation Technology Supervisor |
Ropes & Gray
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Sean has been with Ropes & Gray since 2005 and is currently the Litigation Technology Supervisor. He and his team are responsible for supporting the technical needs of the entire litigation lifecycle, from document preservation and collection through trial. Because of Sean's 10 years of experience in the litigation support industry and his knowledge of the technologies in the market today, he has been successful at advising clients and case teams on how to handle e-discovery issues, litigation management needs, and trial and war room support needs. In 2007, Sean and his trial support team and the Graphics Department of Ropes & Gray won the LTN Award for Most innovative Use of Technology During a Trial. Prior to his time at Ropes & Gray, Sean was a member of the Litigation Support team at Kaye Scholer, supporting the case management and trial and war room support needs of large product liability litigations. Additionally, in 2006, he was the Technical Reviewer for the book, The Concordance Database Manual. He is currently a member of ECALSM.
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Roy Koh
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| Network Administrator |
Kegler, Brown, Hill & Ritter
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Roy has been in working in the IT field since 1995 and joined the legal IT team at Kegler Brown in 2007. His experience in building a startup in the early 2000s has helped him in his career with providing cost effective solutions towards the publication industry and also has helped him gain a lead in legal technology. Roy is also a devout believer in open source software.
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Nathan oversees and manages daily operations and desktop support which includes Microsoft domains, servers and operating systems, Exchange, Autonomy DMS, VMware, NetApp, Internet/WAN technologies and Riverbed. Prior to joining Sherman & Howard, Nathan was a Technical Consultant/Trainer, Sales Engineer where he taught MCSE certification classes for Windows NT4 and 2000, Network+ and A+ and provided full service technological support and training for small to medium sized businesses.
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Peter Krakaur
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| Chief Knowledge Officer |
Orrick, Herrington & Sutcliffe LLP
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Peter uses his legal and technical background to develop resources that allow the firm to leverage its collective experience - people, work product and practice - and to deliver the highest quality of legal service to the firm's clients.
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Julie has spent 17 years in the legal industry specializing in applying and evangelizing Microsoft technologies to a wide variety of solutions. She worked with the International Legal Technology Association to establish the first development-centered track for their annual conference and evangelize the Microsoft platform therein. Julie moved out of legal and into the enterprise markets after joining a Southern California SI. There, she helped establish and lead the San Diego Information Worker team focusing on technical pre-sales and SharePoint solution architecture, design and development. Julie was one of the original “OfficeZealot” community bloggers and assisted in evangelizing the Office platform to the enterprise community. She has been an active participant in many Microsoft councils including the Office Developer Advisory Council, SharePoint Patterns & Practices as well as many other focus groups and expert panels in the IW space prior to joining Microsoft. At Microsoft, Julie is focused as a SharePoint Subject Matter Expert within the CATM (Customer Advocacy & Technology Management) team on IW with emphasis on SharePoint as an Application/Development Platform.
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Dean is responsible for sales, client and partner relationships as well as product positioning with the Viewpoint product line. Drawing from his technical expertise as a hardware engineer, Dean brings more than 24 years of sales, consulting, and executive management experience in the e-discovery, legal, and technology industries to Lateral Data.
Prior to joining Lateral Data, Dean ran Business Development for RenewData, solidifying strategic alliances with Symantec, Google, Mimosa, Iron Mountain and others. Prior to that, he's worked with
a number of e-Discovery hardware, software and service providers including, RLS Legal Solutions, Cataphora, IKON, Excalibur Technologies, and Digital Equipment. Dean received his bachelor's degree in Computer Information Systems from St. Edwards University in Austin, Texas.
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Mike Lackey ia a partner at the internaitonal law firm, Mayer Brown LLP, where he serves on its Partnership Board, co-chairs the firm's Electronic Discovery and Records Management Practice, leads the Washington, D.C. office litigation practice, and chairs the firm's Electronic Discovery Support Group. Mike’s practice focuses on civil and criminal litigation and electronic discovery. He represents major companies and individuals in state and federal proceedings, including multi-district and class action litigation, government contract disputes, and appeals. Mike also has represented defendants in numerous grand jury proceedings and governmental investigations.
Mike is nationally recognized for his knowledge of electronic discovery issues. He serves as a member of the Board of Advisors to the Georgetown University Law School Advanced E-Discovery Institute, is an Advisory Cabinet Member to The Masters Conference, and is a member of The Sedona Conference® Working Group on Electronic Document Retention and Production. Chambers USA (2010) recognized him as one of the top E-discovery attorneys nationwide, reporting that "[o]f all the attorneys who do this work, he is a real top gun” who "has a good head on his shoulders."
Prior to joining Mayer Brown, Michael served as Associate Independent Counsel in the Office of Independent Counsel of David M. Barrett from 1997-1998. Before then, he was a lieutenant in the US Navy and graduated from the prestigious "Top Gun" school in 1987. He has a degree in aeronautical and astronautical engineering from MIT. Because of his military, engineering, class action, and appellate background, he is often sought to handle litigation where it is necessary to understand and distill complex technical and legal concepts.
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Sherry has been responsible for providing viable sustainable options for legal service, and the alignment of such technologies with the firm's business initiatives. Sherry established and directed high-performance teams responsible for infrastructure, software development, applications, knowledge management, litigation support and business technology services. Her recent experience includes implementation of systems that enable scalable collaboration within the firm, with clients and business partners. Prior to Cooley, Sherry served nine years as the Director of Technology for Orrick. Since her retirement in June 2010, she has remained keenly interested in the evolution and convergence of technologies available to law firms, and the development and mentoring of IT teams to "make it all happen."
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Jimmy Lam
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| Project Manager / Developer |
Loeb & Loeb LLP
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Jimmy develops technology and workflow solutions for the firm while interfacing with users, administration, vendors and IT staff. He also manages the firm's specialty applications and has a prominent role in the progress of the firm's docket, library and marketing departments and the systems they use. Jimmy is a certified Project Management Professional (PMP) with 20 years of experience working in law firms of various sizes.
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Joanne Lane
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| Director - eDiscovery Strategy and Litigation Support |
MetLife
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Joanne is Co-Chair of the company's eDiscovery Council and serves on many committees related to litigation technology and electronic discovery. She has been an active member of the practice support and legal technology community for 14 years, with 17 years of law firm experience before making the switch to corporate life almost two years ago. She holds leadership positions in professional organizations (including ILTA), has been a speaker at many conferences and seminars, and received the Betsy Ann Reynolds Award for Excellence in Litigation Support.
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Steven Lastres
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| Director of Library & Knowledge Management |
Debevoise & Plimpton
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Steven has over 20 years of experience as an information and knowledge management professional working in a law firm environment. His professional association roles include: Current Vice-Chair/Chair Elect Private Law Libraries Special Insterest Section at American Association of Law Libraries; Region Manager at ARMA International; Director-At-Large of Knowledge Management Division at Special Libraries Association (SLA) Education: JD, New York Law School MLS, Pratt Institute BBA, Pace University.
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Marc is the founder of Capstone Practice Systems and Legal Systematics, and has taught in and directed the clinical program at Harvard Law School, done pathbreaking work on document automation and artificial intelligence, and helped hundreds of organizations systematize legal work processes. Marc is a fellow of the College of Law Practice Management and co-chairs the American Bar Association's eLawyering Task Force. The ABA recently published his book The Lawyer's Guide to Working Smarter with Knowledge Tools.
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Atlas Lee
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| Director of Information Technology & Business Continuity |
Shook, Hardy & Bacon L.L.P.
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Atlas has extensive experience with business continuity planning, disaster recovery and information systems security. He has over 25 years of information technology experience, 18 of which in the legal industry, and the past 18 focused specifically on business continuity planning, disaster recovery and information systems security. As the Director of Business Continuity he developed, managed and implemented all phases of the firm’s business continuity strategy, disaster recovery and information protection program. Widely regarded as a legal industry expert, he is well versed in business impact analysis, risk analysis, technology recovery planning, life/safety planning, alternate data center/workspace selection, business resumption planning and information protection programs. Atlas is a Certified Business Continuity Professional, and has spoken at many distinguished national and international conferences and seminars on business continuity planning, disaster preparedness and recovery, and information systems security. He spoke at the 2008 International Legal Technology Association (ILTA) conference. He is a published author of several white papers on business continuity planning, disaster recovery and information systems security.
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A legal training veteran, Char is a co-founder and principal of Traveling Coaches, Inc., a training, applications integration and consulting company. Heading up the team of talented trainers, curriculum developers, eLearning authors and skills assessment consultants, Char continues to provide an unparalleled standard of training products and services to hundreds of law firms throughout the country.
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Rick Lesley
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| VP - Product Development Group |
Olenick & Associates
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Rick has 14 years of consulting experience primarily focused on testing and quality. He is responsible for delivery of QA and software testing services and for the continual improvement of Olenick & Associates' software testing service offerings. He has a bachelor's degree in Mechanical Engineering from the University of Michigan.
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Dean Leung
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| IT Networks & Operations Director |
Holland & Knight
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Dean joined Holland & Knight as the IT Networks & Operations Director in 2010 and has been in legal IT for 11 years. He received his Bachelor of Applied Science in Electrical Engineering at the University of British Columbia (UBC) and holds several IT designations including Citrix's CCA as well as Microsoft's MCSE and was formerly a Microsoft Certified Trainer (MCT). Dean has 16 years of IT experience in industries including education, consulting and manufacturing and has written white papers on virtualization, business continuity, as well as voice and data communications. He is also active in the community at UBC as a Convocation Senator and is a member of the Department of Electrical & Computer Engineering Industry Advisory Council.
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Karen has over 20 years of experience in managing law firm technology initiatives including leading a legal technology consulting practice and directing the technology function at Weil, Gotshal & Manges LLP and Edwards, Angell, Palmer & Dodge.
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Peter is responsible for setting the overall direction and strategy for EIM, which serves the legal and corporate legal communities. With more than 25 years of industry experience, Peter's current focus includes strategic planning and business analysis for some of the world's largest corporations and law firms. He is a respected member of the ECM community and is a widely-recognized technology speaker.
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Keith is a well-regarded expert in the area of legal information management. He has been involved in the legal information management for more than 17 years. He has served in numerous capacities including as paralegal, lawyer, IT director in a law firm and technology consultant to law firms.
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Duane Lites
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| Director, Litigation Support |
Jackson Walker L.L.P.
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Duane has over 22 years of litigation support experience and has spent 13 of those managing litigation support departments in several large law firms. He is responsible for coordinating all litigation support technology services for the firm's attorneys, paralegals and support staff. He works with the firm's management team to create and implement a strategy for the litigation support department that focuses on quality work product, customer care and leading edge technology solutions. He is the owner/moderator of the National Litigation Support Listserv with over 9,200 members worldwide, a member of the ILTA Litigation Support Peer Group Steering Committee, and a member of the Litigation Support Today Editorial Board.
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Tanisha Little
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| Senior Manager Knowledge Management |
Morrison & Foerster LLP
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Angi Livermore is a Principal Technology Specialist for Microsoft and has over 25 years’ experience in the technology industry with a strong background in Microsoft Online Services, Messaging and Collaboration technologies. She is very passionate about helping customers achieve their full potential by using Microsoft technologies. Prior to this role, she worked in Microsoft Consulting Services for 4 plus years working in various customers throughout New York.
Previously, Angi held several different positions with Merrill Lynch for five years and the latest was a Vice President of Product Delivery Services.
Prior to working for Merrill Lynch, Angi also worked for several Microsoft partners working with MS Mail, Exchange, Windows, Active Directory, and Mobile technologies.
Angi lives in West Windsor, NJ with her four legged friends and her hobbies include: golf, golf, and more golf… :)
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Jonathan Maas
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| Assistant Director - Forensic Technology & Discovery Services |
Ernst & Young
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Jonathan is well known in the international field of e-dislosure/e-discovery and was, until very recently, Head of Litigation Technology at DLA Piper UK LLP. He has extensive experience in litigation support and the use of technology in litigation generally. He started his career at Lovells as a fee earner in 1982 and moved to their IT department in 1989, where he created and managed their litigation support team before moving to Simmons & Simmons in 1994 as their first Litigation Support Manager. In 1999, he set up his own litigation support consultancy before rejoining Simmons & Simmons in 2000 as litigation support consultant and editor of elexica, the firm's award-winning website. Jonathan is a highly-regarded individual in the industry, recognised in the Global Tech Leaders Top 100 for his "integrity in litigation support and standards work."
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Cindy oversees the Legal Document Processing Center and Global Product Development Information Center at General Motors. She has spent the majority of her career in law firms developing and deploying technology for the litigation support activities in a variety of specialties.
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Liza is the Director of Marketing at Autonomy iManage, where she is responsible for the development and execution of marketing content for the Autonomy Protect solutions. Her subject matter expertise centers around content management solutions, with a focus on document management, email management, records management and knowledge management in AmLaw 200 law firms and Fortune 500 Corporations. Prior to Autonomy, Liza was a Director at Baker Robbins & Company and an Account Executive at SoftSolutions Technology Corporation.
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Michelle is responsible for developing and implementing the firm's practice support strategy for Australasia.
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Jodi Malek is compliance counsel with Foley & Lardner LLP.
As compliance counsel, Ms. Malek helps analyze the firm’s obligations to comply with various laws, regulations, and client requirements. She also assists in developing compliance policies and procedures.
Before championing this role, Ms. Malek was a litigation associate with Foley. Prior to joining Foley, she worked for the Wisconsin Correctional Service as a pretrial release advocate and later as supervisor of the jail intake unit.
Ms. Malek received her bachelor's degree, summa cum laude, from Marquette University in 1996 and her J.D. degree, magna cum laude, in 2001 from the University of Wisconsin Law School, where she was elected to the Order of the Coif and was a member of the university's moot court team.
Ms. Malek is a member of the American and Wisconsin Bar Associations and is admitted to practice in Wisconsin state and federal courts.
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Salvatore Mancuso
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| Litigation Technology Services Manager |
Willkie Farr & Gallagher LLP
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Salvatore has been working in the realm of litigation support for over 20 years. His career consists of both law firm and vendor experience; he has achieved tremendous success in establishing and restructuring litigation support departments at various law firms. Salvatore is a recognized leader in the area of litigation support, strategic and effective project management, data management and record retention as well as e-discovery.
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Carl E. Manning
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| Global Director, Litigation Practice Systems |
Fish & Richardson P.C.
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Carl Manning is Global Director of Litigation Practice Systems for Fish & Richardson P.C. He is chiefly responsible for the firm’s litigation paralegal program and litigation technology service set. Also, he carries significant responsibility regarding the litigation practice group’s leverage model and best practices. Further, Mr. Manning is charged with continual evaluation and strategic analysis of both billable staff utilization and intrapreneurship opportunities.
Prior to joining the firm in 1999, Mr. Manning served as a law clerk for the law firm of Wingert, Grebing, Brubaker and Goodwin, and Assistant Vice President of Westmoreland Services, Inc., a mortgage loan servicing corporation.
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Mark has spent the last 17 years in legal IT at Kegler, Brown. He's been an active member of ILTA over the past several years and is currently the Vice President of ILTA's Open Source Peer Group. He speaks and writes frequently on legal technology.
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Pat is a member of the Management Consulting Practice Group at Kraft & Kennedy, Inc. Pat has over 20 years of managerial experience in law firms, most recently as the Director of Computer Services Operations at Arnold & Porter, LLP. Prior to Arnold & Porter, Pat held the position of Director of Information Systems at Collier Shannon & Scott, PLLC, a Washington law firm. Pat holds her Project Management Professional certification (PMP) and is an active member of the Project Management Institute - Washington, DC chapter and the PMI Information Systems SIG.
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Browning is one of the worldwide leaders of the firm's e-discovery task force. He advises firm clients about best practices for the preservation of electronic data and meeting the other challenges of e-discovery in a cost-effective manner. He is co-chair of the firm’s Electronic Discovery Readiness and Response Group and is a member of the firm’s litigation group. He is a frequent and internationally-known teacher and lecturer on various topics including electronic discovery and computer technology.
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Gabe Martinez manages Cisco’s innovative records management program and has been involved with Cisco’s records management organization for over six years. He has more than 14 years experience developing and deploying information management best practices and implementations, primarily in the technology sector. Martinez has successfully worked with cross-functional business and IT groups in large technology companies to deploy and embed information management tools and techniques across the enterprise.
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Dorene Matheis
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| Legal Administrator |
The US Judge Advocate General's Corps
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Dorene is a member of the U.S. Army Judge Advocate General's (JAG) Corps currently serving at the Judge Advocate General's Legal Center and School as the Senior Legal Administrator Trainer. She has seven years experience as an Army Paralegal and over ten years as an Army Legal Administrator. Her legal administrator experience includes deploying the legal office of the 3d Infantry Division (Mechanized) of Fort Stewart, GA to Kuwait and Iraq for Operations Enduring Freedom and Iraqi Freedom (OIF 1) in 2003; managing the garrison legal office at Fort McPherson, GA; and managing the US Army South legal office, in support of US Southern Command, which is responsible for US military operations in Central and South America and the Caribbean.
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Leah performs migration consulting, project management and training services. She has worked in the legal field for more than 20 years, specializing in migration services and application development. Leah has been with Payne Consulting Group for the past 10 years.
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Mike McBride
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| Litigation Support Manager |
Bricker & Eckler LLP
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Mike has worked in the technology field for more than 10 years, first as a one-man IT shop for a small not-for-profit and eventually moving into litigation support for the past three years. He's been using his personal blog as a way to connect with peers and share ideas since 2001, and he continues to use a variety of social networking tools to enhance his own professional development.
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Jim McCue
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| IS Manager |
Rodey, Dickason, Sloan, Akin & Robb, P.A.
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Jim is the Information Systems Manager of Rodey, Dickason, Sloan, Akin & Robb, a 70 attorney firm with offices in Albuquerque and Santa Fe, New Mexico. He has served in this position since 1990 and is on the management team at Rodey. Jim has a degree from the University of Iowa in Computer Science, with a minor in Business.
Jim has served on the ILTA Board of Directors for the past 6 years, and in other volunteer roles from 2000-2005. He has been a member of ILTA/LawNet since 1998.
His firm implemented Shoretel VOIP in 2008, and he's an avid fan of VOIP technology.
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Steven has over 20 years of experience in information technology, 15 of which have been in management focused on the use of technology in law firms. He has managed various information technology projects related to utilizing technology to achieve the business goals of law firms. Those projects have included relocation, business process automation, knowledge management, client collaboration and finance. Steven is also the ILTA San Francisco City Representative and a member of the Open Text Steering Committee.
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Steve has more than 23 years of experience in the legal technology industry, from developer to CIO. He is currently focused on how SharePoint can be used by law firms as a business solution for their intranet, extranet and Internet needs.
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Mark Medice
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Hildebrandt Baker Robbins, A Thomson Reuters Business
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Beau Mersereau
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| Director of Applications, Development and Support |
Fish & Richardson P.C.
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Beau leads the application and development team in all aspects of intranet, extranet, database and applications development at Fish & Richardson P.C. He also directs the desktop support and training teams at FR. He was the former IT Director at Sutin, Thayer & Browne before leaving to start his own consulting company, Plexix LLC, and a former project leader at ProLaw Software.
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Bill Mertes
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| Director, Software Engineering Practice |
Olenick & Associates
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Bill is an Associate and Director of the Software Engineering Practice for Olenick & Associates. Previously, he held various technology leadership roles for over 20 years at Winston & Strawn LLP. He has been an active member of ILTA, including serving as the 2007/2008 Conference Co-Chair. Bill is also a board member of the LEDES Oversight Committee. He has a bachelor's degree in Computer Science from DePaul University and is an Eagle Scout.
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Martin Metz
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| Director of Information Technology |
O'Melveny & Myers LLP
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David is ILTA’s Regional Vice President for the South Atlantic Region and has more than 15 years of experience in IT, including more than 12 years in legal IT. He is responsible for strategic, technical and operational management for Burr & Forman’s eight offices. His technical skills include multiple MCSE and CNE certifications, and he has expertise and has spoken on topics such as business continuity, WAN optimization, and project management and has presented at ILTA, CAWorld, Interop and others. David has also contributed articles to publications such as BizTech, Peer to Peer and other trade journals.
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Samantha Miller
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| U.S. Senior Marketing Manager, Law Firms |
Practical Law Company, Inc.
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Samantha manages marketing, business development and industry research for Practical Law Company (PLC), a leading provider of online practical know-how for business lawyers. Samantha works closely with PLC's law firm clients, with particular focus on melding content with industry knowledge management solutions. For the past 10 years, she has worked at leading legal technology companies, including CT Summation and inData Corporation, where she spearheaded software product management, integration initiatives and marketing. Previously, she practiced law in Philadelphia, PA. Samantha has presented at seminars nationwide on leveraging technology in the practice of law, and has authored numerous published white papers and articles.
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Michael's practice includes: information architecture, data modeling and integration; business process and workflow; document, records and e-mail life cycle management; enterprise search, wikis, intranet, extranet and portal services; document drafting and expert systems; electronic discovery; client relationship management, knowledge management, collaboration and other practice support and client-facing technologies. He served as the chief knowledge officer and co-head of technology at Davis Polk & Wardwell and was a partner in the firm Mayer Brown. He is vice chairman of Pro Bono Net, a not-for-profit technology provider to the public interest and pro bono legal communities.
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Greg Molchan
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| Financial Systems Administrator |
Parker Poe Adams & Bernstein LLP
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Dana Moore
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| Records & Information Compliance Manager |
Foley & Lardner LLP
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Dana has more than 20 years of records management experience, has developed records management systems solutions, works on RIM legal compliance issues, and oversees protocols and processes associated with electronic record keeping and the migration of electronically stored information ("ESI"). She has particular expertise in records management systems conversions.
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For the past six years, Tom has been responsible for all aspects of collection, preservation, discovery and production of documents and data in support of the office of General Counsel. Previously, he worked for Summation and CaseVault for 5 years, and 19 years in law firms as a litigation paralegal and litigation support manager.
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Darryl Mountain is a lawyer and document assembly consultant who is based in Vancouver, Canada. Darryl is a member of the eLawyering Task Force of the American Bar Association, which examines and responds to the ways in which the practice of law is changing in the Internet age. He has published a number of journal articles on legal technology topics, including disruptive innovations in law. He writes a column for the Canadian weblog slaw.ca and continues to work on projects involving legal document assembly and the Internet.
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Gerard Neiditsch
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| Executive Director, Business Integration & Technology |
Mallesons Stephen Jaques
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Gerard heads up the Technology, Know How and Applied Legal Technology teams at leading Australasian law firm Mallesons. His teams' focus is on enhancing the delivery of legal services and deepening client relationships through the use of technology.
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Mara Nickerson
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| Director, Professional Development |
Osler, Hoskin & Harcourt LLP
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Mara leads the firm’s knowledge management program - enabling the efficient delivery of legal services to our clients through a systematized approach to identification and sharing of knowledge and experience across the firm. Mara is also responsible for the Professional Development, the Library and Conflicts & Risk Management. By bringing together all of these areas under one umbrella Mara is able to provide Osler’s legal professionals with the training, knowledge, information, practice tools and processes to ensure our clients receive the most efficient, value added services possible.
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Dan O'Day
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| Senior Director of Product Management |
Elite, a Thomson Reuters Business
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As head of the product management department, Dan is responsible for the future direction and roadmap for Elite's Enterprise and 3E product lines. Dan has been at Elite for more than 14 years and practiced law before joining Elite. His experience brings a unique combination of legal experience and technical talent to the product development process.
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Paul has served as CIO and Director of Information Technology in the financial and legal areas and has been involved in numerous large scale projects that required detailed project management skills, most recently the move of Lewis Rice to new offices in St. Louis.
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Mac Oparakum directs Fulbright's IT Strategic Planning group. His group is comprised of system analysts who provide IT guidance, investigate new technologies and manages special projects. Projects range from new Office construction and Datacenter renovation, Audio/Video/Web conference integration, Virtual Desktop Infrastructure system implementation as well as focus on system integration. Mac has 21 years of IT experience with most of his experience coming from his work at Fulbright, where he began as an Operations technician.
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Ann Ostrander
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| Senior Director, Loss Prevention |
Kirkland & Ellis LLP
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Ann Ostrander has been in the risk and information management industry of law firms for over 20 years. She has held several roles at various large, global law firms directing and managing the risk management functions, as well as general office administration. During her career, she has also worked as a senior consultant advising AmLaw 50 firms on the technology that supports conflicts, new business intake, records management, docket, audit letters, ARDC registration, lobbying activities, IRS Reportable Transactions, human resources and general law office administration. As a consultant, she functioned in every role from strategic planner to business analyst, from project manager to system designer. She has been involved in the development of educational offerings for many conferences and webinars and is a frequent speaker and author for ARMA, ILTA, ALA, ARK and various malpractice insurance carriers. She is currently the Senior Director of Loss Prevention for Kirkland & Ellis LLP where she is responsible for strategic direction, policies, procedures, compliance, staffing and technology for several risk management functions.
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Lori Page Hall
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| Vice President, Marketing & Communications |
DocAuto, Inc.
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Lori has over 20 years of experience in the legal industry. Before joining DocAuto, she served as Product Marketing Manager at XMLAW, Inc. and Director of Client Services at SoftWise Corporation. She has also worked in technical, paralegal and support roles at several law firms throughout the United States. Lori has served as the Vice President of the International Legal Technology Association’s (ILTA) Autonomy iManage Peer Group, and has written and spoken numerous times on topics related to law firm technology.
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Jonathan Parish
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| Senior Client Systems Analyst/Project Coordinator |
Pillsbury Winthrop Shaw Pittman LLP
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Todd Partridge
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| Vice President, NA & APAC ECM Portfolio |
Open Text Corporation
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Chris coordinates the services and technologies offered by KPMG's evidence and discovery management team from KPMG's Cypress Technology Center (CTEC). Chris is also the global coordinating partner for Forensic Technology Services.
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Beth Patterson
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| Applied Legal Technology Director |
Allens Arthur Robinson
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Beth is the Applied Legal Technology Director for Allens Arthur Robinson, an international law firm based in Australia with offices throughout the Asia Pacific region. Beth has worked on many of the largest matters in Australia, many of which were multinational or global. Beth has been an industry leader who has been a member of numerous key Australian and International legal technology committees. She has been in the technology business for almost 3 decades and 20 years of that has been in legal technology. Originally from North Carolina, she started her career in the US but found her way to Australia where she has been for 2 decades. She is a regular presenter at local and international conferences, most recently she presented at LegalTech in New York and the Singapore eDiscovery & Digital Forensics conference. She has published numerous articles including in Lawyer's Weekly and the Internet Law Bulletin and has a regular column in the Australiasian Law Management Journal. With experience directing large teams, she is responsible for a team of over 60 professionals who have built a reputation for excellence and innovation. Her range of experience puts her in a unique position to address the ever increasing demands that the electronic age has brought to the legal industry globally.
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Donna is the CEO of PayneGroup. She was the recipient of the first ever Consultant of the Year award given by Law Technology News, and the Lex Proficio award for lifetime service advancement of legal software and publishing. She is a frequent speaker at legal and technical conferences worldwide and has spoken to Congressional committees, the Senate, and at international judicial conferences on the subject of metadata and preventing accidental disclosure. For two years, Donna wrote the Test Drive column for Law Technology and she is a frequent contributor to international publications on technology. Payne is currently on a 26-city tour focusing on Microsoft Office 2010 and is recognized as an expert on the subject. She has authored 12 books on Microsoft Office and is currently working on a book on 2010 along with a humorous business book to add to the collection. Before starting PayneGroup Donna worked at Fortune 500 companies as well in government. DonnaPayne@payneconsulting.com or on Twitter at @Donna_Payne.
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Cathleen Peterson is Orrick’s Director of Document Review Services and the Wheeling Career Associate Program. She specializes in e-discovery technology, discovery strategy, privilege review, complex case supervision, internal investigations, and records management. Ms. Peterson manages the firm’s document review teams and oversees the communication, process, quality controls, and documentation to ensure we deliver our clients a sophisticated and streamlined approach to document review. She also plays a central role in developing the firm's Career Associate Program. Ms. Peterson counsels clients on data preservation and litigation holds, discovery technology selection, search strategies, integrated team management, data mapping and collection, discovery analytics, document retention policies and regulatory compliance. She has led teams of up to 100 lawyers and litigation support personnel conducting multi-million dollar Securities and Exchange Commission, U.S. Attorney’s office and state attorneys general investigations, complex litigation and internal investigations. Ms. Peterson has also designed records retention policy and related document retention schedules for large and small clients, including financial institutions and international corporations.
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Marti Phillips, M.Ed., PMP, has been a part of the ILTA family for many years having served as Regional Vice-President for the South Central Region and Conference Committee Chair for Professional Development. Marti has taught and designed curriculum for people of all ages for over 15 years and is currently the National Training Manager at Andrews Kurth. With her unique perspective and crazy-fun personality, Marti manages the people-side of IT - bringing people and technology together to create solutions and facilitate learning opportunities.
She can be reached at martiphillips@andrewskurth.com.
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Paul Phillips
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| Chief Security Officer/Sr. Enterprise Application Architect |
Nixon Peabody LLP
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Paul has held various roles in application development and delivery since joining the firm in 1995. Paul has his business degree from Cornell University and has worked in corporate and legal systems for over 25 years. In his role as application architect, he works with legal, operational and IT representatives to plan solutions supporting a large multiple-practice law firm. Prior to working for Nixon Peabody, Paul worked for GE Capital and Eastman Kodak Company.
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Caroline Pollard
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| Litigation Support Coordinator; Senior Legal Assistant |
Ballard Spahr LLP
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Caroline has over 29 years of litigation experience in positions including Asbestos Paralegal, Asbestos Program Coordinator, Senior Paralegal (Large Case Management), Senior Paralegal (Affirmative Action) and Litigation Support. Her focus for much of her career has been the incorporation of technology into document collection, review and production processes. She is a member of the Philadelphia Area Litigation Support Professionals group and the International Paralegal Management Association.
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Mary Pat is a founding member of the Electronic Discovery Reference Model Project, a frequent speaker at industry conferences and seminars and a published author of various articles as well as a chapter on Electronic Discovery for the Fourth Edition of the California Civil Discovery Practice.
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Sean M. Power
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| Manager - IT Security and Infrastructure |
Lathrop & Gage LLP
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Scott Preston
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| Chief Information Officer |
Fulbright & Jaworski L.L.P.
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Scott Preston leads Fulbright's Information Technology, Practice Support and Records Management departments. He has more than 20 years of senior management experience in legal technology, spending the last 10 as Fulbright’s CIO. A creative thinker who is often found thinking outside the box, Mr. Preston is known for his passion for technology and for motivating others by making work fun. For the past 8 years, Mr. Preston has been a member of the Texas State Bar’s ‘Access to Justice’ Technology Committee.
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Melanie has been with Vinson & Elkins since 1995, where her focus has been managing infrastructure projects, systems implementation, upgrades and migrations for systems including messaging, server virtualization, telecommunications, data center management and business continuity/disaster recovery. She also serves as the Houston ILTA local city representative.
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Finis R. Price, III has successfully assisted thousands of injured clients recover the compensation they deserve. Through the effective use of technology, the Law Offices of Finis Price provides clients with a unique experience granting them unfettered access to their attorney while providing quality representation. Outside of his legal practice, Finis is co-Founder of TechnoEsq Presentations which specializes in affordable quality presentations for attorneys. He has served on the Kentucky Justice Association's Board of Governors since 2007, recently becoming the minority delegate to the American Association of Justice and is currently an adjunct professor at Chase Law School and full professor at the Solo Practice University. Finis is regularly published in the KJA's The Advocate and has recently been asked to write a bi-monthly column for Lawyer's USA Online. Finis has charted a unique path by combining his two professional passions, the law and computer technology, into the development of his personal injury and trial practice. He maintains an active legal practice focusing on personal injury litigation.
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Pat plays a unique role as a liaison and translator for the IT and marketing departments. She is responsible for all the firm's technology tools used by the Marketing Department, including the firm's websites, blogs, client relationship management database, experience database, proposal generation, surveys and electronic distribution. Pat has worked in the legal industry for over 25 years.
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Dale Qualls
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| Director of Information Technology |
Pattishall, McAuliffe, Newbury, Hilliard & Geraldson LLP
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Dale has been with Pattishall, McAuliffe since 1998 and uses OSS daily in the operations of the firm's technology environment. Dale has been in the IT fields for more than 20 years and holds technical certifications from both Novell and Microsoft.
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Mark Raabe
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| Director of Application Services |
Faegre & Benson LLP
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Scott Randall has over 20 years of experience working in legal technology including over 10 years as the Manager of Information Systems with Ball Janik LLP. In 1998, Scott founded Advanced Legal Systems, Inc. with the goal of providing a complete solution for the technology needs of the legal community. Scott has extensive experience planning and implementing projects based on the Microsoft SharePoint platform, including development of Advanced Legal Systems latest SharePoint-based business intelligence application BI Pro. Scott is an experienced speaker on such topics as network security and disaster recovery planning, intranets, extranets, web-based applications, and strategic planning of technology purchases.
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Jon oversees the investments that Clarity makes in emerging technologies from both a consulting and product development perspective. In recent years, he focused his activities on bringing unique solutions to market in the unified communications and interactive design areas including Clarity Connect; a category re-defining hosted contact center solution that Clarity launched in 2010.
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Lance Rea
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| Chief Information Officer |
Davis & Gilbert LLP
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Lance has 15 years of experience in IT, including seven years as a consultant in legal technology. He is currently on the Open Source Steering Committee for ILTA. He is also a member of the Advisory boards for ASA Schools, New York and Monitoring Forge.
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Toni Reiffe
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| Manager, Business Continuity & Recovery |
Shearman & Sterling, LLP
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Toni is responsible for global business continuity, technical disaster recovery, crisis communication, emergency response and emergency management planning for the firm. She has held this position at the firm since 2005. Toni is a Certified Business Continuity Professional (CBCP) and a member of the Contingency Planning Exchange (CPE) and Association of Contingency Planners (ACP). She is a founding member of the New York City Law Firm Forum of Continuity Planners and participates in the New York City Private Sector Emergency Support Function (ESF) Partnership representing the law firm industry in New York City.
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Cathy is the Executive Director of Martin Clearwater & Bell LLP (MC&B), a 100-attorney New York litigation firm. She has been with MCB since 1997 and is responsible for finance, technology and human resources. Prior to joining MC&B, Cathy was Vice President and Director of Administration for the Legal Department of Chase Manhattan Bank. Cathy has been a member of ILTA for over 15 years and has held a variety of positions within ILTA, from Conference Co-chair to National President; most recently serving on ILTA's Board of Directors, She is on the Board of the LEDES Oversight Committee (LOC) and is an active member of the ALA. Cathy has been a speaker at a number of ILTA conferences, Legal Tech meetings, National Law Journal seminars and other legal and technology industry meetings. She is also active in her community, where she serves as a Trustee of the local Library.
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Rachelle oversees the firm's knowledge management, litigation support and library teams. This role not only calls on her technology skills, but as a former practicing attorney, she acts as an intermediary between the firm’s attorneys and its IT organization. Accordingly, her role is to develop and implement Sheppard Mullin's knowledge management initiatives across all offices and practice groups, leveraging the firm's knowledge and experience to enhance client service. She is also charged with ensuring that technology projects meet the needs and requirements of clients, attorneys and staff. Additionally, Rachelle is heavily involved in the firm's electronic discovery and document retention initiatives, as well as the day-to-day operations of her litigation support team.
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Dave Rigali
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| Manager of Information Technology |
Thompson Coburn LLP
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Dave has 17 years experience working with law firm technology, including nine years in a senior position for several Am Law 200 law firms. His focus at Thompson Coburn includes heading up client technology services (including e-discovery and litigation support) and several information management and governance initiatives. He is a frequent speaker, has written several articles and is active on a number of ILTA e-groups. Dave is completing his third term on the ILTA Board of Directors.
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Jeffrey has been working with law firms for the past 20 years designing and delivering learning strategies. Currently the President of EncoreTech, he works with top law firms and training departments around on the country on maximizing the value of their training and support dollar. Jeffrey holds a B.A. degree from Depaul University and an M.A. from New York University.
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Karin Roberts
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| Litigation Support Specialist |
Hall, Render, Killian, Heath & Lyman, P.S.C.
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Karin has over 13 years of electronic discovery and litigation support experience at law firms and in-house legal departments. She is responsible for coordinating all litigation support technology services for the firm, including in-house processing and production of electronic discovery. She also provides consultation on electronic records management (ERM) and electronic evidence handling. Prior to joining Hall Render, she was the Corporate Electronic Discovery Coordinator for Eli Lilly & Co., developing records management and electronic information “best practices,” as well as managing large scale electronic discovery projects. She has been recognized for her practical and specialized advice and ability to develop realistic strategies and executable project plans for proactive electronic information management systems. Karin a frequent speaker and active in the litigation support industry through memberships of The Sedona Conference Working Group on Electronic Document Retention and Production (WG1), International Legal Technology Association (ILTA), the Association of Litigation Support Professionals (ALSP) and Women in eDiscovery (WiE).
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Ayelette is responsible for the development and implementation of the firm’s technology-based knowledge management systems. She leverages her experience practicing law and her understanding of technology inside and outside the legal industry to design efficient knowledge management solutions that enable attorneys and clients to benefit from the firm’s collective knowledge and experience. Prior to joining Littler, Ayelette was Practice Resources Attorney at Morrison & Foerster LLP, where she oversaw the development, analysis and maintenance of firmwide knowledge management and practice resources.
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David Rohde
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| Director |
Hildebrandt Baker Robbins, A Thomson Reuters Business
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David has more than 12 years of experience, both as a courtroom litigator and in legal technology project management. Before joining Baker Robbins, he was Senior Counsel for IT at the New York City Law Department. David received his LLM in Trade Regulation/Innovation from New York University School of Law.
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Scott Rolf
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| Director of Information Technology |
Tucker Ellis & West, LLP
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Scott previously worked for Compuware as a Senior Network Engineering Consultant. He has been in IT since 1990 and is a member of the steering committee for ILTA's Open Source Peer Group.
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Chris is a legal IT veteran of 20 years, including positions at Peabody & Arnold, Cetrulo & Capone, Helms Mulliss & Wicker, and Ward and Smith. Current, he is on faculty at University of Phoenix Online, teaching in the graduate business program.
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Scott specializes in developing business strategy and operational improvements for corporate legal departments. With more than 17 years of legal technology and operations experience, Scott is a subject matter expert in the engineering of legal best practice processes, including matter and document management, electronic billing and management of intellectual property. Prior to joining Huron, Scott led the Corporate Legal Consulting practice at Baker Robbins & Company where he performed strategic technology planning, systems selection and systems implementation for Fortune 500 companies.
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Jeffrey Rovner
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| Managing Director for Information |
O'Melveny & Myers LLP
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Jeffrey directs the worldwide information functions for his firm, including IT, knowledge management, library, practice support and records.
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George Rowland
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| Applications Development Manager |
Shook, Hardy & Bacon L.L.P.
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Joy Heath Rush
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| Enterprise Multimedia Services Manager |
Sidley Austin LLP
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Joy is responsible for the training, support and asset management functions firmwide. Currently, Joy is a Past- President of ILTA. She served two prior terms on the Board and was previously Microsoft Special Interest Group Chair. Joy was named IT Champion of the Year for 2008 by Law Technology News and was previously recognized for World Class Leadership by Legal IT (UK).
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Rob is responsible for setting the product strategy and vision across the Hubbard One portfolio and driving the execution of the product and product marketing plans. He has more than 15 years of experience architecting and leading the development of highly successful software solutions in several industries including energy, real estate, financial services and legal. Prior to founding XMLAW Incorporated in 2001, and growing it to become the industry leader for SharePoint technology and expertise, Rob directed knowledge management technology at Boston’s Goodwin Procter LLP. He has spoken at legal industry and technology events and has contributed to publications and authored books on software development, knowledge management and Web-based technologies.
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John Sawyer is the IS Manager at Partridge Snow & Hahn LLP in Providence, RI (43 attorneys, 4 locations). John has been with PS&H since 1998 and is responsible for planning and implementing technology within the firm. Prior to joining PS&H, John served 21+ years in the U.S. Navy working primarily with IS in the Navy's JAG Corps.
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Barbara has 30 years of experience successfully leading organizations in achieving significant improvements in business operations as both an external consultant and a hands-on "insider." Prior to founding her own consulting firm, Barbara was a Vice President at Hildebrandt and a Managing Director at Baker Robbins & Company. Client projects include working with many of the world’s largest law firms on their business operations challenges, including working on many large scale merger integration initiatives. She focuses on working through an organization’s existing staff, with a respect for the organization's culture, to facilitate the alignment of business processes, human capital, and resources - including technology - to the organization's strategy. Engagement success is measured not only by significant and sustainable improvements in operations performance for the client, but also by the ability of the client organization to achieve the unique market position defined by their strategy. Business intelligence is a key component of many engagements; having the right measures in place make it possible to not only evaluate the financial performance of the organization, but also to take proactive steps to keep performance aligned with strategy. Barbara supports her clients through the change process, providing education, coaching and full project management services.
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Erik Schmidt
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| Manager of Product Marketing & Business Development for eDOCS |
Open Text Corporation
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Erik has 12 years of experience with legal solutions in both corporate and law firm enviroment as both IT operations and as a vendor, with particular expertise in risk management solutions for law firms.
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Ana Schuett
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| Sr. Manager of Practice Technology Support Services |
Hunton & Williams
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Kirk has been with Bracewell Giuliani since 1992 and has more than 23 years of IT experience. His IT team consists of more than 50 people, including network engineers, web developers, litigation support, help desk and trainers. Kirk has participated in Texas State Bar Technology Committee projects since 2002. He also serves as ILTA's Regional Vice President for the South Central Region.
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Mark P. Seo
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| Manager of eDiscovery |
Bartko, Zankel, Tarrant & Miller
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As Manager of e’Discovery and Litigation Technologies, Mark is responsible for the firm’s Discovery and Trial Support.
Mark brings over 20 years of information technology experience, having worked for law firms, software companies and professional consulting organizations.
Mr. Seo and his e’Discovery Team consult with the attorneys and their clients to help determine the best approach for data preservation, collection, discovery and courtroom trial technologies.
Bartko Zankel’s e’Discovery Technology Group is comprised of programmers, engineers and data analysts, housed in their San Francisco Office along with an overseas team of document reviewers and data analysts.
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Operations Program Manager – Legal & Corporate Affairs - Intel Corporation – Jessica’s career with Intel has spanned 18 years beginning with a background in electrical engineering as an Applications engineer, then moving to Legal in 2000 to manage their web design team. She is now one of a team of program managers for legal operations. Jessica received her Project Management Professional (PMP) certification in 2006 and has managed projects involving matter management, document management, legal file room, legal hold management, and legal web site capabilities.
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Patrick is the Managing Director for mindSHIFT's Philadelphia office and the Practice Lead for the Messaging practice group. Patrick oversees a veteran team of integration specialist and is responsible for maintaining mindSHIFT's deep legal industry messaging expertise while identifying and developing the skills and leading practices required to offer the latest innovations and solutions to their customers. Patrick is actively working on several Exchange 2010 deployments, including an Exchange 2003 to Exchange 2010 migration for a 1000 seat firm. This project includes both high availability and disaster recovery components utilizing the new features of Exchange 2010. Patrick has over 15 years of industry experience including 5 years providing technology solutions and integration services to the legal community. His expertise includes Active Directory and messaging solutions; storage, virtualization and disaster recovery planning; and technical project management. Patrick’s background includes a unique blend of large enterprises, mid and small-sized firms. His certifications include a Microsoft Certified Systems Engineer:Messaging and an Autonomy iManage ICSE.
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Barbi works with the attorneys in litigating complex cases and builds and manages databases, coordinates document productions and reviews and consults with the attorneys on e-discovery issues. She also assists attorneys in preparation and presentations at trial and facilities planning of war rooms both on and off site. Barbi has extensive trial experience in both state and federal courts and has worked in the legal field since 1975.
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Kristyn Sornat
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| Marketing Technology Specialist |
Much Shelist Denenberg Ament & Rubenstein, P.C.
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Kristyn is responsible for the firm's CRM database (InterAction), electronic marketing campaigns (from basic HTML design through distribution and analytics) and social media strategy. She also has various duties related to the website, including search engine optimization and Web analytics interpretation. Kristyn has four years of experience in marketing technology in a law firm environment.
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Natalie Spano
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| E-Discovery & Practice Technology Support Manager |
Fried Frank Harris Shriver & Jacobson LLP
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Michelle manages Bracewell & Giuliani's firm-wide training needs from their Austin office. She has worked for Texas law firms since high school in various positions, always ending up helping and training people. For the past 13 years, she has been providing training and desktop support and finds that understanding the demands on her users, the work they do and speaking their language helps tremendously.
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Venky joined Stikeman Elliott LLP as Director, Technology in 1998. He has worked as a technology professional since 1986 and has been working in the legal industry for more than 15 years. Venky has served as the head of Technology Special Interest Group of Toronto Law Office Management Association (TLOMA) and is a member of Open Text CIO Legal Advisory Group.
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John J. Sroka directs the firm's Information Services Department, overseeing all aspects of our technology-related initiatives, including practice support, web development, help desk, training, telecommunications and network services. Mr. Sroka is an information technology professional with 30 years of experience in law and professional service firms, insurance operations, strategic and tactical planning, systems design and project management. He is a former vice president of strategic consulting and business development of a national professional services company. During the last 20 years, he has directed the technology departments of four major law firms. In addition, he is a former president, treasurer and Systems Technology Committee chair of the Association of Legal Administrators - Philadelphia Chapter. In 2007, Mr. Sroka was recognized as IT Director of the Year by Law Technology News.
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Brie Stampe
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| Director of Market Strategies |
Traveling Coaches, Inc.
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Brie Stampe is Director of Market Strategies for Traveling Coaches, heading up the company's strategic marketing and research efforts. Pairing a decade of legal technology experience with her background in sales and marketing, Brie works to explore trends and collaboratively define the changing needs of our clients. Brie is a recognized thought leader in the field of user adoption and communication and is a regular presenter for ILTA and other groups on topics ranging from gaining user buy-in to effectively leveraging pilot groups. Brie joined Traveling Coaches in 2004 and has previously served as an account executive and training consultant. Other recent roles include account executive at Hubbard One, a Thomson Reuters business.
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David is a partner in Pillsbury Winthrop Shaw Pittman’s National Litigation Section and a member of the firm’s E-Discovery and Record Retention Policy Team. He serves as national e-discovery counsel for clients, working closely with in-house counsel and IT professionals, as well as e-discovery service providers and outside trial teams. He advises clients on information management policies and retention schedules, as well as litigation readiness programs and litigation hold procedures. Through David's efforts, the firm launched PEARL™, Pillsbury’s E-Discovery Alliance of Resource Leaders, a collaboration of lawyers and e-discovery service providers whose mission is to replace the typical ad hoc approach to e-discovery with a robust, unified solution that reduces overall cost and increases quality. David is recognized as a leading lawyer in the category of Litigation: E-Discovery by Chambers USA.
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Randy Steere provides only the highest level consulting services for all aspects of the Aderant accounting product including new installs and mergers, upgrades, customizations, reports and inquiries. Randy Steere's latest products include BudgetManager (to support AFAs and matter budgeting); PrebillManager for electronic prebill editing; EIS, a .Net-based version of his popular Executive Inquiry System, which works with Aderant Expert and Elite; and Report Manager, which splits, manages, and emails PDF reports and works with all accounting systems.
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Marsha is the CIO of Ropes & Gray, prior to which she was the Director of IT at Fish & Neave, and before that spent 10 years at Paul, Weiss, Rifkind, Wharton & Garrison as assistant librarian, records manager and computer support manager. Having held a variety of positions in law firms informs Marsha's broad vision and unique understanding of the information needs of both lawyers and staff. As CIO, Marsha has overseen the integration of all systems and staff following the merger of Fish & Neave and Ropes & Gray; built out two Asian and one domestic office; moved the firm's data center to a tier-three facility; and moved two domestic offices to new quarters. She has focused the firm's IS function on knowledge management; expanded the deployment of library services to support the firm's business development efforts; and aligned IT projects with firm initiatives.
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Donald leads the management consulting practice for Kraft Kennedy, Inc. and is also serving as chief information officer for Holland & Knight LLP. His experience spans over 20 years as a senior executive in several national and international law firms. In 1996, he was named the first CIO for Ropes & Gray LLP, a position he held for nine years before moving to the also newly-created position of Head of Department and Practice Group Support for the firm. Before that, Donald was Director of Information Services for Morgan Lewis & Bockius LLP, a position he held for eight years, and spent six years as the first IT Director for Kramer Levin Naftalis & Frankel LLP in New York.
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Kevin is Director of Technology at Cohen & Grigsby and has over 25 years experience in the technology area. Before coming the Cohen & Grigsby in 1993 Kevin had designed local and wide area voice and data networks for the US Marine Corps, Charles Schwab & Co., DuPont as well as over 50 law firms. His articles have been published in PC Magazine, Network Computing, ComputerWorld and InformationWeek magazines. Kevin is currently the Pittsburgh, PA ILTA Volunteer City Rep and is frequent speaker at the annual Conference and local events.
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Alexander Tait
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| Manager, Program Management Office |
Sonnenschein Nath & Rosenthal LLP
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Jonathan Talbot is the IT Director of Enterprise Systems at DLA Piper LLP(US). Jonathan is responsible for Financial, Accounting, HR, Marketing, Records, and Conflicts Systems. A current focus of his is on utilizing Metastorm to make business processes more efficient. He has 20 years experience in software development and technology management.
Jonathan has been with DLA Piper for six years. Earlier in his career he held various positions with Verizon, T Rowe Price and Spectrum K-12.
Jonathan holds a BS degree in Computer Science from Towson University and a MS degree in Computer Science from Johns Hopkins University.
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Major General Clyde "Butch" Tate serves as the Deputy Judge Advocate General and Commander of United States Army Legal Services Agency. He also serves as the Chief Information Officer and Chairmen of the Information Technology Investment Review Board for the U.S. Army JAG Corps. General Tate graduated from the University of Kansas in 1979, receiving a commission through R.O.T.C. as a Second Lieutenant in the U.S. Army. He deferred entry to active duty and entered the University of Kansas School of Law, graduating in 1982. In 2005, he completed his assignment as Staff Judge Advocate for III Armored Corps and Fort Hood, Texas, which included an assignment as the Staff Judge Advocate, Multi-National Corps - Iraq.
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As Product Manager of Oracle Legal Whitehill Enterprise and Oracle Legal Whitehill Pre-Bill, Jason works closely with Marketing, Sales, Client Services, and Development, to manage his product lines life cycles from strategic planning to tactical activities. With more than 12 years of experience serving the legal industry, he is involved with analyzing and recommending products that will help shape the future development, positioning and direction of Oracle Legal.
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Joe Teixeira is the Director of Web Intelligence at MoreVisibility, a Google Analytics Certified Partner (GACP). Joe is a leading expert in the field of Web Analytics, as he is Google Analytics Individually Qualified (GAIQ), and Google AdWords, Yahoo Search Marketing, and MSN AdCenter Certified. Joe has presented over 100 online webinars in a variety of topics, including web analytics, pay-per-click marketing, SEO, as well as webinars focusing on user-experience and testing.
In 2009, Joe co-authored "Google Analytics, 3rd Edition" (Wiley, ISBN: 9780470531280), and appeared as a guest blogger on the official Google Analytics Blog. Joe has also authored "Your Google Game Plan for Success" (Wiley, ISBN: 9780470641644), due out in September of 2010. Joe has also spoken at industry events about Web Analytics and Online Marketing for the Direct Marketing Association (DMA) and PubCon by WebmasterWorld. He blogs on the MoreVisibility "Analytics and Site Intelligence" blog at morevisibility.com/analyticsblog, and can be found on both Twitter (@jtex316) and on LinkedIn (linkedin.com/in/joeteixeira).
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Maritta Terrell
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| Trainer & Help Desk Specialist |
Lloyd Gosselink Rochelle & Townsend, P.C.
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Maritta has been a word processor, legal secretary, office manager and IT manager in law firms over 25 years and brings various perspectives to her work. Maritta is also the International Legal Technology Association's City Representative in Austin, as well as a member of the ILTA User Support Steering Committee. She enjoys meeting other people involved in law firm technology and learning from each of them.
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Norm Thomas
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| Industry Market Development Director |
Microsoft Corporation
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Norm Thomas is the Director for Business Development in Microsoft’s Professional Services Industry Solutions, a team established to drive mutually beneficial relationships between Microsoft and the world’s best application, consulting, system integrator and technology providers in the Enterprise IT marketplace for Professional Services firms. Norm joined Microsoft in 1996 leading tools development and training support in the Enterprise Customer Organization and later became Enterprise Sales Strategy Program Manager for the Worldwide Enterprise Group. He was later promoted to Worldwide Director of Operations for Microsoft Consulting Services. In all of those capacities, Norm was responsible for coordinating training programs, process and tool deployments and strategy coordination for Microsoft’s enterprise businesses.
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Ceyda has more than 15 years of experience in the legal industry. Her unique perspective comes from having worked both for law firms and for a litigation support vendor. She is an active member of many litigation support organizations, including the ILTA '09 Conference Planning Committee and the Litigation Support Steering Committee. Ceyda frequently guest lectures at various colleges and conferences on best practices and litigation technology trends.
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Matthew J Todd
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| Managing Director, Information & Research Services |
WilmerHale
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Matt is a recognized expert in knowledge management, information technology, business analysis, deployment and change management. His experience as an attorney as well as technology industry leader has allowed him to direct project teams in knowledge management for large law firms in the U.S. and abroad.
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Mary is Firmwide Web & Interactive Marketing Manager at Jones Day. She has firmwide responsibility for the Firm web site, ten translated sites, and five smaller sites. In addition to coordinating a team of six, she assists lawyers and managers in the firm with building and introducing new applications, web site monitoring and reporting, and on-line marketing opportunities. At Jones Day for 11 years, Mary has served in this ever-changing role since 2001. Her prior experience includes being an Application Support Specialist in Jones Day’s technology department as well as multiple human resources roles, including Benefits Counselor and Technology Specialist where she assisted in implementing one of the first HRM systems for the Federal Reserve System. She started her career as an internal auditor, a role that she held for over six years. Mary holds a B.S.B.A. in Finance, a minor in art history, and an M.B.A. in marketing.
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Jude is a Management Consultant and Associate General Counsel for Kraft & Kennedy, Inc. He offers his clients over fifteen years of experience in conceiving, designing, building and managing information infrastructures. Jude combines his training and experience as a lawyer with first-hand technology experience and business management expertise. He has assisted law departments and law firm of all sizes with a wide variety of projects including e-discovery and litigation preparedness reviews, software selection and implementation, technology planning, technology assessments and reviews, and infrastructure changes.
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Dale Trexler
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| Command Legal Administrator |
The US Judge Advocate General's Corps
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Dale serves as the Command Legal Administrator for the United States Army Forces Command, a position he has held for two years. He graduated from Excelsior College in 2009, receiving a Bachelor of Science degree in Business Administration and Criminal Justice, and is a graduate of the Warrant Officer Staff and Senior Staff Course. Chief Trexler entered the Army in 1986, and became a Legal Administrator in 1996 serving in a variety of positions which includes deploying to Operation Enduring Freedom with 10th Mountain Division (Light Infantry) and Senior Legal Administrator, The Judge Advocate General's Legal Center and School. He is an eight-time participant in the annual ILTA Conference.
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Gary Tully has more than 15 years of experience in the legal industry, including positions in Information Technology and Legal Operations. In his current role as Director of Legal Operations at Qualcomm Incorporated, Gary has participated in developing technology standards and best practices for Qualcomm's legal operations processes and the discovery lifecycle. Gary earned his undergraduate degree in computer science from California State University, and his Master’s of Business Administration from Pepperdine University.
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Bill Vannerson is the Database Marketing Manager with the national law firm Foley & Lardner LLP, residing in the Chicago office. Bill has been with Foley for more than six years and is responsible for developing the firm's CRM strategy, e-communication strategy, list management, market research, competitive analysis, application integration, end user training and support, and system maintenance.
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Mark Vilinskas is VP of Strategic Accounts & Partner programs at Matrix-Logic. Mark works with Matrix-Logic clients and technology partners to implement and develop ECM products and solutions. Mark was part of the team that negotiated the OEM agreement whereby Open Text now sells and supports the Matrix-Logic Suite of Wireless DMS products. Previous to joining Matrix Logic, Mark was Director of Technical Services and a Managing Consulting for Open Text/Hummingbird. He has extensive experience with the eDocs DM, RM and LegalKEY suite of products. Mark has held IT management positions with several large law firms and served as an ILTA/LawNet member as Microsoft SIG Chairperson and previous to that as Northern California Regional Vice President.
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Lance Waagner is the President and CEO of Intelliteach. In conjunction with a strong team of individuals with roots in the legal community and having worked 18-plus years in the legal industry himself, Waagner created a company that truly understands the intricacies, culture, and overall user productivity of the legal profession. His experience at On-Site Sourcing as Chief Technical Officer and Board Member provided Waagner with the opportunity to venture and focus on his true desire, to create a company that is centered on total customer satisfaction.
Prior to Waagner's years at Intelliteach, he was the Chief Information Officer of Kilpatrick Stockton (KS), where he established, directed, and grew the KS IT department from 3 employees with a budget of $500,000 to over 45 employees encompassing a 5+million annual budget. During his tenure at KS, he was responsible for managing the technical needs of the firm's expansion from 525 users to a 1000+ multi-office international organization. He designed and directed the migration of the technologically diverse firm into a cohesive, effective, and efficient technology infrastructure, while simultaneously increasing reliability by several orders of magnitude. Waagner’s innate ability to leverage technology afforded KS with strong client relationships.
In addition to his legal experience, Waagner formed a software development company in 1986 focusing on several vertical markets, including insurance, personnel agency, and small airports, which attracted clients in over fifteen (15) states, comprising sixty (60) plus client locations, many of which still use his software. Waagner's experience covers the entire range of information technology operations, including: hiring and training, developing programs and scripts, and supervising and evaluating IT professionals.
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Charlene has been with Morrison & Foerster LLP since 2000. She currently manages both Firm Wide Records and the IT Administrative Systems teams. During her tenure at MoFo, she has implemented a records system that currently contains 9 million e-mail and other electronic documents. She has been past president of both the Golden Gate and Silicon Valley Chapters of ARMA and is currently the Vice President for the Records Management Peer Group of ILTA.
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Honora has worked in the legal vertical for three decades with focuses on application evaluation and implementation, and user training and support. She speaks frequently for ILTA, ALA and other organizations. She's been with Perkins Coie for 10 years (currently as a business analyst) and has served as Vice President of ILTA's User Support Peer Group for six years. She also serves on the boards of organizations supporting women in technology, hunger mitigation in Seattle and the arts.
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Alston Walker
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| National Manager, Litigation Support |
Fish & Richardson P.C.
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Alston provides in-house consulting services to F&R's attorneys and paralegals. He is responsible for communicating with firm leadership regarding the direction of litigation technology, promoting the use of litigation technology and managing the Litigation Technology and Support Services Department. He is a member of the Executive board of ECALSM and The Sedona Conference Working Group on Electronic Document Retention and Production.
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Allie Ward
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| Project Manager |
Sheppard, Mullin, Richter & Hampton LLP
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Many years of experience in law firm and law department environments help Allie manage several diverse projects simultaneously. Her current assignments focus on implementations involving Exchange and telecommunications. Successful evaluations such as the one reported at Law.com on May 22, 2009 ("Making a Case for Disaster Recovery") have led to similar assessment requests, including needs analysis to facilitate management's decision between technology purchase or internal development for a "going paperless" project. Allie uses the SharePoint-based project management tool pmPoint by Brightwork to facilitate information exchange and decision-making for all project roles.
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Jeffrey Ward
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| Director of Application Support |
Fulbright & Jaworski L.L.P.
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Jeff directs a fantastic group of trainers, technical writers, help desk technicians, and document specialists. He has worked at Fulbright for 20 years, but has led many lives at the firm, including proofreading, development, and application support roles.
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Ben is responsible for strategic, technical and operational management for the firm's Information Technology, Records, and Information Resources Departments. In addition to holding a similar role at another large law firm, Ben formerly served as the Director of IT for the Los Angeles City Attorney's Office. Additionally, he has worked with several multinational organizations, including The Walt Disney Company, ChevronTexaco and numerous other law firms. He was a Legal Technology Consultant for Baker Robbins & Co. of Chicago, Illinois, and managed IT operations for firms in the United States and the United Kingdom. He is actively involved in ILTA and is a regular speaker on such topics as disaster recovery and business continuity planning and wide area network optimization strategies.
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Peter heads up the Technology, Know How and Project Services Technology teams at Australasian law firm Minter Ellison. Minter Ellison's work on the development of technology platforms was acknowledged when the firm won the Innovative Use of Technology Award at the 2009 ALB Australasian Law Awards.
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Keith Wewe
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| Director of Client Service and Growth |
Content Pilot LLC
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Keith is the chief relationship agent at Content Pilot and works side-by-side with internal firm resources to successfully implement their website, branding and identity solutions and proposal center. Keith brings the added expertise of continuing relationships with clients by developing strategic initiatives to best leverage their investments in line with their marketing and business development activities.
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Scott brings over 20 years of finance experience in the legal industry. He has written articles which appeared in Law Technology News and Metropolitan Corporate Counsel and has been a speaker at previous ILTA conferences. Scott sits on the board of the LEDES Oversight Committee.
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Brynn Wiswall
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| Knowledge Management Associate |
Baker Donelson Bearman Caldwell & Berkowitz
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Altman Weil Principal Pamela H. Woldow has earned a worldwide reputation -- both among Chief Legal Officers and law firms -- for her expertise in optimizing the efficiency and cost effectiveness of the lawyer-client relationship. The ABA has designated her as a “Legal Rebel” – leading innovation in the practice of law. Ms. Woldow has first hand experience in the lawyer-client relationship having served in both roles. She has extensive experience managing legal departments and handling high-stakes litigation matters throughout the U.S. and globally. Among her roles, she served as the Chief Counsel of the Pennsylvania Department of Insurance and as the Pennsylvania Deputy General Counsel, where she managed annual litigation budgets of over $100 million and a large internal legal staff. She has also practiced in a major national law firm. She is a Certified Master Coach and counsels law firms and corporate legal departments.
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Bill Young
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| Sr Dir Operations-Legal & Corporate Administration |
Dynegy
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Bill Young is Senior Director of Operations for Dynegy's Legal and Corporate Administrative functions. His current responsibilities include management of the Legal Department's business functions, design and implementation of legal technology and processes, finance, budgeting and outside counsel strategies. Additionally, Bill is responsible for identifying and implementing key initiatives focused on efficiency, cost containment, performance management and inter-departmental coordination across all corporate support functions including Legal, IT, HR, Business Services, and Ethics & Compliance.
Bill holds a JD and MBA and has over 12 years experience in operations management and legal business consulting.
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Brian leads Microsoft's industry efforts working with professional service firms including consulting firms, accounting, building service and law firms. He manages industry relationships, partnering, marketing initiatives, technology planning and solution development. Brian has a background in product development, marketing, management consulting and investment banking. At Microsoft, he has managed business development teams, international marketing programs and corporate growth-strategy development.
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