Come Learn How the Best Legal Ops Teams Used Digital Solutions to Beat Pandemic Challenges

LexisNexis® CounselLink® Conference 2022 promises an intimate and exclusive customer experience with our first in-person conference since the pandemic. We’ll meet in person this year, deep in the heart of Texas, where you’ll discover not just why but how CounselLink is transforming legal operations with new products and enhanced features to help streamline your legal department’s workflow, better manage your vendor relationships, and save on outside legal costs.

Learn practical tips for maximizing your CounselLink experience to expand your department’s digital transformation efforts, with the chance to see the latest and greatest. At CounselLink Conference 2022, we are officially launching Parley Pro; a contract lifecycle management solution that can reduce the time it takes to go through the contracting process by up to 40%. And, coming soon, Parley Pro and CounselLink will be fully integrated. See the developmental roadmap for this incredible benefit at the Conference.

Learn how to adapt to the rapid acceleration of technology, leverage the tools that you have to advance yourself, and network with your peers to share notes and best practices.

We hope to see you there.

Travel Information

Getting Here

Attendees should plan to arrive on Wednesday, September 14, 2022, and should fly into San Antonio International Airport (SAT). Ground transportation will be arranged for your transport from the airport to the hotel for check-in. You may arrive at any time on this date, but please note the hotel check-in time 3:00 pm CST. A welcome reception has been planned for attendees from 5:00 pm – 6:00 pm CST on September 14.

Getting Back

The conference concludes on Friday, September 16, 2022, at 12 pm CST. Ground Transportation is available for your transport from the hotel to San Antonio International Airport for departing flights.

Hotel Booking

The CounselLink Conference will take place at the St. Anthony hotel in San Antonio. Conference attendees are welcome to stay at the St. Anthony Hotel to reduce travel to the conference site. The room block with a special rate expires on August 22, 2022. You may still book your room after this date through the hotel’s website based on availability. After you have booked your hotel please submit your travel details using the link below. This will ensure your transportation to and from the airport is properly arranged.

 Click here to submit your travel details

The St. Anthony Hotel
300 E Travis St.
San Antonio, TX 78205
(210) 227-4392

WEDNESDAY, SEPTEMBER 14, 2022

Thursday, September 15, 2022

Friday, September 16, 2022

Agenda and Sessions

Wednesday, September 14, 2022

The times are based on Central Standard Time (CST).

5 pm – 6 pm

Welcome Reception

If you haven’t registered yet, click here to attend the conference!

Agenda and Sessions

Thursday, September 15, 2022

The times are based on Central Standard Time (CST).

8:45 am – 10 am

Welcome, Introductions, and Roadmap

Presenters:
Jared Furgal, Group Product Manager
Micah Johnson, Sales and Account Management Director
Olga Mack, VP and CEO, Parley Pro

We are together in person and are so excited to spend time with you! The customer conference will kick off with introductions and an overview of CounselLink’s strategy and upcoming plans for enhancing features.

10 am – 5 pm

Genius Bar

Presenters:
Landon Bodley, Customer Success Consultant
Jim Higgins, Customer Success Consultant
Madhavi Adivi, Senior Client Engagement Manager
Donna McCoy, Senior Director of CounselLink Services
CounselLink Business Consultants

Think of the Genius Bar as an opportunity for one-on-one tech therapy! For attendees with specific questions about CounselLink or Parley Pro, the Genius Bar will be available all day Thursday and Friday to get answers to any questions related to optimizing your use of product features. Drop by any time!

10 am – 10:15 am

Coffee Break

10:30 am – 11:15 am

What is Contract Lifecycle Management?

Presenters:
Aaron Isaacson, Strategic Account Manager
Jeffrey Skott, Manager, Sales Solution Architects

There are exciting developments at CounselLink that could have tremendous benefits for you! In this session and the one following, come learn about two companies CounselLink has acquired and partnered with to provide an end-to-end contract lifecycle and management solution. These sessions will provide an overview of both Parley Pro and Knowable and will explain how automating contract management can both improve your efficiency and provide you with powerful data for decision-making.

11:15 am – 12 pm

Contract Data – How to Mine it to Improve Contract Management

Presenter:
Paul Baldo, Senior Director, Customer Success, Knowable

What are your KPIs related to contract management? Do you have insight into metrics, risks, and trends associated with your contracts? This session will provide specific examples of the sorts of questions Knowable can help answer about your contracts, helping you avoid risk and stay on top of your contracts.

12 pm – 1 pm

Lunch

1 pm – 2 pm

Designing a Handbook for Your Legal Department

Presenters:
Kim Jamison, Senior Business Consultant
Walter Carroll, Legal Operations Manager, Robinhood Financial
Raul Asael Mendoza, Systems Engineer, Robinhood Financial 
Heather Housen, Operations Management Senior Analyst, Cox Communications

Have you ever thought it might be nice if your legal department had a handbook? This session will cover the benefits that CounselLink customers have received by going through the process of designing and maintaining a handbook. A good handbook is invaluable! It documents roles, departmental processes, technology, and details of your CounselLink configuration.

1 pm – 2 pm

The Benefits of Enterprise Legal Management (ELM)

Presenter:
Stephen Fisher, Senior Account Executive

This session is intended for Parley Pro customers in attendance and will provide an overview of the CounselLink EML solution. This session will share information about the value proposition of CounselLink as well as the future value of CLM integrated with the leading ELM solution. Please come prepared to ask questions!

2 pm – 2:45 pm

Optimizing Outside Counsel Savings

Presenters:
Corina Bogdan, Business Consultant
Kelley Howell, Professional Services Manager

What legal department is not under pressure to manage costs? There are lots of levers to consider taking advantage of to meet your budgetary goals. We’ll cover how we can help you optimize savings related to invoice review, negotiating rates, AFAs, budgeting, and financing arrangements.

2:45 pm – 3 pm

Coffee Break

3 pm – 3:45 pm

Power Users’ Tips & Tricks – CounselLink

Presenters:
Kim Jamison, Senior Business Consultant
Landon Bodley, Customer Success Consultant

Let’s get down to the nuts and bolts! This session is for CounselLink users and administrators involved with user security and roles, data visibility, and custom data fields (UCDF). We will go deep on these topics and offer tips to work more efficiently in CounselLink.

3 pm – 3:50 pm

Maximizing the Value of Parley Pro

Presenter:
Amy Nelson, Solution Architect

Are you using Parley Pro features to your utmost advantage? This session will highlight tips to work more efficiently, insight into features you may not be utilizing optimally (or at all), and provide an opportunity to ask questions and share best practices with each other.

4 pm – 4:45 pm

Managing Outside Counsel Diversity

Presenters:
Jack Conyers, III, Implementation Business Consultant
Amy Snow, Senior Strategic Account Manager 
Cynthia Allen-Whyte, Legal Operations Manager, Huntington Ingalls Industries, Inc.

Diversity has become one of the most talked about topics in the legal industry. If your leadership team has expressed an interest in understanding and managing the diversity of your legal teams, CounselLink can help. This session will cover the ways that CounselLink can help you track and report on the diversity of your outside counsel, as well as best practices and pitfalls to avoid.

If you haven’t registered yet, click here to attend the conference!

Agenda and Sessions

Friday, September 16, 2022

The times are based on Central Standard Time (CST).

8:30 am – 9:30 am

When Should You Consider an API?

Presenters:
Stephanie Beck, Professional Services Manager
Tim Haines, Senior Technical Consultant
Art Roehrenbeck,  Director of Legal Consulting Services, Affinity Consulting Group
Ryan Dietzman, Senior Consultant, Affinity Consulting Group

What is an API, and how might one benefit you? This session will provide a non-technical overview of APIs and examples of APIs in use by CounselLink customers. This session may help you realize how connecting data in various systems could improve the operations of your department.

8:30 am – 12 pm

Genius Bar

Presenters:
Landon Bodley, Customer Success Consultant
Jim Higgins, Customer Success Consultant
CounselLink Business Consultants

Think of the Genius Bar as an opportunity for one-on-one tech therapy! For attendees with specific questions about CounselLink or Parley Pro, the Genius Bar will be available all day Thursday and Friday to get answers to any questions related to optimizing your use of product features. Drop by any time!

9:30 am – 10:15 am

Reporting – Independent Workshop

Presenters:
Stephanie Beck, Professional Services Manager
Kim Jamison, Senior Business Consultant
Corina Bogdan, Business Consultant
Jack Conyers, III, Implementation Business Consultant

Not sure how to get the data you need out of CounselLink? This session is for you! Learn valuable tips on creating and running reports in CounselLink. You’ll gain competence with hands-on practice under the expert guidance of CounselLink professionals.

10:15 am – 10:30 am

Coffee Break

10:30 am – 11 am

Improving Matter Communication

Presenter:
Jack Conyers, III, Implementation Business Consultant

A slew of new features are designed to help you efficiently communicate internally and with outside counsel about critical matter information! This session will specifically explain the benefits of new features, such as system-triggered events, email manager, and others designed to save you time and improve communication.

11 am – 12 pm

Digital Transformation in Corporate Legal

Presenters:
Madhavi Adivi, Senior Client Engagement Manager
Cindy Searle, Senior Account Manager
Terri Boles, Legal Operations Manager, NXP

There’s a lot of buzz about Digital Transformation in our industry, but what does it really mean and why should you be paying attention? This session will cover real examples of how a Digital Transformation strategy has benefited legal departments.

12 pm – 1 pm

Lunch

If you haven’t registered yet, click here to attend the conference!

Welcome, Introductions, and Roadmap

September 15, 2022, Thursday | 8:45 am – 10 am

We are together in person and are so excited to spend time with you! The customer conference will kick off with introductions and an overview of CounselLink’s strategy and upcoming plans for enhancing features.

Genius Bar

September 15, 2022, Thursday | 10 am – 5 pm

Think of the Genius Bar as an opportunity for one-on-one tech therapy! For attendees with specific questions about CounselLink or Parley Pro, the Genius Bar will be available all day Thursday and Friday to get answers to any questions related to optimizing your use of product features. Drop by any time!

What is Contract Lifecycle Management?

September 15, 2022, Thursday | 10:30 am – 11:15 am

There are exciting developments at CounselLink that could have tremendous benefits for you! In this session and the one following, come learn about two companies CounselLink has acquired and partnered with to provide an end-to-end contract lifecycle and management solution. These sessions will provide an overview of both Parley Pro and Knowable and will explain how automating contract management can both improve your efficiency and provide you with powerful data for decision-making.

Contract Data – How to Mine it to Improve

Contract Management

September 15, 2022, Thursday | 11:15 am – 12 pm

What are your KPIs related to contract management? Do you have insight into metrics, risks, and trends associated with your contracts? This session will provide specific examples of the sorts of questions Knowable can help answer about your contracts, helping you avoid risk and stay on top of your contracts.

Designing a Handbook for Your Legal Department

September 15, 2022, Thursday | 1 pm – 2 pm

Have you ever thought it might be nice if your legal department had a handbook? This session will cover the benefits that CounselLink customers have received by going through the process of designing and maintaining a handbook. A good handbook is invaluable! It documents roles, departmental processes, technology, and details of your CounselLink configuration.

The Benefits of Enterprise Legal Management (ELM)

September 15, 2022, Thursday | 1 pm – 2 pm

This session is intended for Parley Pro customers in attendance and will provide an overview of the CounselLink EML solution. This session will share information about the value proposition of CounselLink as well as the future value of CLM integrated with the leading ELM solution. Please come prepared to ask questions!

Optimizing Outside Counsel Savings

September 15, 2022, Thursday | 2 pm – 2:45 pm

What legal department is not under pressure to manage costs?! There are lots of levers to consider taking advantage of to meet your budgetary goals. We’ll cover how we can help you optimize savings related to invoice review, negotiating rates, AFAs, budgeting, and financing arrangements.

Analytic Dashboards

September 15, 2022, Thursday | 3 pm – 3:45 pm

Did you know that CounselLink has been investing in standard dashboards that can provide you valuable analytics at your fingertips? Come to this session to learn what questions each dashboard is designed to answer, how to access them, and how to navigate within the dashboards to refine your analysis.

Power Users’ Tips & Tricks – CounselLink

September 15, 2022, Thursday | 3 pm – 3:45 pm

Let’s get down to the nuts and bolts! This session is for CounselLink users and administrators involved with user security and roles, data visibility, and custom data fields (UCDF). We will go deep on these topics and offer tips to work more efficiently in CounselLink.

Maximizing the Value of Parley Pro

September 15, 2022, Thursday | 3 pm – 3:50 pm

Are you using Parley Pro features to your utmost advantage? This session will highlight tips to work more efficiently, insight into features you may not be utilizing optimally (or at all), and provide an opportunity to ask questions and share best practices with each other.

Managing Outside Counsel Diversity

September 15, 2022, Thursday | 4 pm – 4:45 pm

Diversity has become one of the most talked about topics in the legal industry. If your leadership team has expressed an interest in understanding and managing the diversity of your legal teams, CounselLink can help. This session will cover the ways that CounselLink can help you track and report on the diversity of your outside counsel, as well as best practices and pitfalls to avoid.

Customer Appreciation Event

September 15, 2022, Thursday | 6 pm

We are together in person and are so excited to spend time with you! The customer conference will kick off with introductions and an overview of CounselLink’s strategy and upcoming plans for enhancing features.

When Should You Consider an API?

September 16, 2022, Friday | 8:30 am – 9:30 am

What is an API, and how might one benefit you? This session will provide a non-technical overview of APIs and examples of APIs in use by CounselLink customers. This session may help you realize how connecting data in various systems could improve the operations of your department.

Genius Bar

September 16, 2022, Friday | 8:30 am – 12 pm

Think of the Genius Bar as an opportunity for one- on-one tech therapy! For attendees having specific questions about CounselLink or Parley Pro, the Genius Bar will be available all day Thursday and Friday to get answers to any questions related to optimizing your use of product features. Drop by any time!

Reporting – Independent Workshop

September 16, 2022, Friday | 9:30 am – 10:15 am

Not sure how to get the data you need out of CounselLink? This session is for you! Learn valuable tips on creating and running reports in CounselLink. You’ll gain competence with hands-on practice under the expert guidance of CounselLink professionals.

Improving Matter Communication

September 16, 2022, Friday | 10:30 am – 11 am ET

A slew of new features are designed to help you efficiently communicate internally and with outside counsel about critical matter information! This session will specifically explain the benefits of new features, such as system-triggered events, email manager, and others designed to save you time and improve communication.

Digital Transformation in Corporate Legal

September 16, 2022, Friday | 11 am – 12 pm

There’s a lot of buzz about Digital Transformation in our industry, but what does it really mean and why should you be paying attention? This session will cover real examples of how a Digital Transformation strategy has benefited legal departments.

Speakers

Get to know our CounselLink Conference speakers and experts.
Micah-Johnson-RLJ
Micah Johnson

Sales and Account
Management Director

Micah joined LexisNexis as an Account Manager in Corporate Research in 2007 and the CounselLink team in 2009. She managed CounselLink client relationships from 2013 to 2018 and was promoted to Director in 2020. Micah lives in Dayton, Ohio, with her husband and three children, ages 8, 6 & 4. When she is not chasing them around or chauffeuring to ballet, soccer, or gymnastics, she enjoys playing card games, watching/listening to true crime documentaries/podcasts, and reading.


Welcome, Introductions, and Roadmap

September 15, 2022, Thursday
8:45 am – 10 am

olga-mack
Olga Mack

VP and CEO,
Parley Pro

Olga V. Mack is Vice President at LexisNexis and CEO of Parley Pro, a next-gen contract management co. that has pioneered digital negotiation technology. An award-winning general counsel and ops professional, Olga embraces legal innovation and has dedicated her career to improving and shaping the future of law. She shares her views in her columns at Above the Law, Forbes, Bloomberg Law, Association of Corporate Counsel (ACC) Docket, and more.


Welcome, Introductions, and Roadmap

September 15, 2022, Thursday
8:45 am – 10 am

landon-bodley
Landon Bodley

Customer Success
Consultant

Landon has been with LexisNexis since 2008. He has spent many years heavily focused on our customers’ needs in Customer Support, Account Management, Customer Care, and now in Professional Services. Landon’s motivation is understanding and solving the many challenges our customers face in their business. He prides himself on candid and honest contact which has led to many strong, well-developed, and trusted client relationships.


Genius Bar Day 1

September 15, 2022, Thursday
10 am – 5 pm

Power Users’ Tips & Tricks – CounselLink

September 15, 2022, Thursday
3 pm – 3:45 pm

Genius Bar Day 2

September 16, 2022, Friday
8:30 am – 12 pm

Madhavi Adivi

Senior Client Engagement Manager

Madhavi Adivi has 20+ years of experience working with industry-leading implementation, customer solutions, and software development teams across multiple industry verticals. In the last 10 years with LexisNexis, Madhavi has shared her subject matter expertise and managed CounselLink implementation projects for a diverse group of large and small legal departments. In her current role, Madhavi supports clients with complex processes, business consulting, and scoping projects. She has a strong academic background with a master’s in physics and a master’s in computer science. She is also PMP-certified and a Six Sigma Green Belt. Prior to LexisNexis, she worked with Oracle, Inc. in Silicon Valley.


Genius Bar Day 1

September 15, 2022, Thursday
10 am – 5 pm

Digital Transformation in Corporate Legal

September 16, 2022, Friday
11 am – 12 pm

Cindy-Searle
Cindy Searle

Senior Account
Manager

Cindy joined LexisNexis in 2010 as a CounselLink Account Manager. Cindy has over 15 years’ experience in the legal/legal operations industry. She received awards for Customer Focus and was voted CounselLink Employee of the Year in 2012. She was promoted to a Senior Strategic Account Manager in April 2021. In her free time, it’s all about family—spending time with her kids on camping trips throughout Texas or on the boat in her coastal community of Seabrook, Texas.


Digital Transformation in Corporate Legal

September 16, 2022, Friday
11 am – 12 pm

Kim Jamison

Senior Business
Consultant

Kim joined LexisNexis in 2013 as a Business Consultant. She loves a challenge and is extremely customer-focused. She was voted Employee of the Year in 2017 and continues to demonstrate her enthusiasm for CounselLink and client success daily. Kim previously worked at Intel for 15 years as a silicon planner and project manager; however, her early career began as a fluent interpreter for the deaf in American Sign Language, which she continues to do on a volunteer basis.


Designing a Handbook for Your Legal Department

September 15, 2022, Thursday
1 pm – 2 pm

Power Users’ Tips & Tricks – CounselLink

September 15, 2022, Thursday
3 pm – 3:45 pm

Reporting – Independent Workshop

September 16, 2022, Friday
9:30 am – 10:15 am

Stephanie Beck

Professional Services
Manager

Stephanie joined LexisNexis in December of 2008 as a Reporting Specialist. She was awarded Employee of the Year in 2009 and the CounselLink Customer Focus award for 2010. In 2011, she was promoted to Business Consultant and has managed a myriad of technical projects including client integrations, complex reports, feature re-implementations and large-scale data conversions. Stephanie currently manages the CounselLink Technical Consultant group and leverages her existing experience to drive cross-functional collaborations to successful technology solutions for the Professional Services team.


When Should You Consider an API

September 16, 2022, Friday
8:30 am – 9:30 am

Reporting – Independent Workshop

September 16, 2022, Friday
9:30 am – 10:15 am

Tim Haines

Senior Technical
Consultant

Tim joined LexisNexis in 2002, starting with the CounselLink Development team as a Senior Systems Analyst. He worked with the development team for five years delivering upgrades to CounselLink with alternative fee and detail hourly billing solutions. Today, he’s a Senior Technical Consultant on the Professional Services team. He has a deep customer experience background in all CounselLink integrations and CounselLink features. Prior to joining LexisNexis in 2002, Tim worked as a Senior Systems Analyst at Lockheed Martin working on a variety of web-based B2B applications.


When Should You Consider an API?

September 15, 2022, Thursday
8:30 am – 9:30 am

Jack Conyers, III

Implementation Business Consultant

Jack joined LexisNexis in 2007, starting with our customer service team in Dayton, Ohio. He moved through the ranks over the years, landing as a Solutions Consultant in Raleigh, North Carolina for CounselLink. He is now a part of the Professional Services team as a Business Consultant. Jack is passionate about problem-solving and being an advocate for our clients, as well as being enthusiastic about technology and the user experience. He holds a master’s degree in human-computer interface from Wright State University, along with a green belt in Lean Six Sigma.


Managing Outside Counsel Diversity

September 15, 2022, Thursday
4 pm – 4:45 pm

Reporting – Independent Workshop

September 16, 2022, Friday
9:30 am – 10:15 am

Improving Matter Communication

September 16, 2022, Friday
10:30 am – 11 am

Vanessa-Morris
Amy Snow

Senior Strategic
Account Manager

Amy has more than 18 years of experience in Consulting/Account Management at LexisNexis. She joined the CounselLink Account Management team in 2015 and was promoted to a Senior Strategic Account Manager in April 2021. Amy is a North Carolina native, moving to attend N.C. State in Raleigh (the location of our CounselLink headquarters) and never left. When she isn’t working, Amy is usually trying to corral two crazy Shih Tzu dogs and/or two nephews and one niece.


Managing Outside Counsel Diversity

September 15, 2022, Thursday
4 pm – 4:45 pm

Stephen-Fisher
Stephen Fisher

Senior Account
Executive

Stephen Fisher has over 19 years of experience in the legal technology industry. His responsibilities have included new customer implementations, general and technical support, integration design, and strategic consulting services. Stephen moved from managing the team of CounselLink account managers into his current advisor position. Stephen’s long-term background in the industry and his deep product knowledge have armed him with a unique perspective concerning what customers need and how they maximize the value from solutions like CounselLink and Parley Pro. Stephen is home-based out of Houston Texas. He has a Bachelor’s degree in Management Information Systems from Texas A&M University.


The Benefits of Enterprise Legal Management (ELM)

September 15, 2022, Thursday
1 pm – 2 pm

JimHiggins
Jim Higgins

Customer Success
Consultant

Jim joined LexisNexis in 2006 with our Customer Service team. He has advanced through the ranks to his current position as a Customer Success Consultant. In his current position he provides support, direction, and legal department production efficiency strategies. Jim is very passionate about technology, problem solving, and production efficiency solutions. He is also an avid client advocate, most recently recognized with a Customer First award in 2018.


Genius Bar 1

September 15, 2022, Thursday | 10 am – 5 pm

Genius Bar 2

September 16, 2022, Friday | 8:30 am – 12 pm

Aaron-Isaacson
Aaron Isaacson

Strategic Account
Manager

Aaron joined the CounselLink team as a Strategic Account Manager in March of 2019. Aaron brings a unique perspective and knowledge base to this role, as he received his Juris Doctor from the University of Illinois Chicago School of Law in 2008, and he worked as a practicing attorney for several years thereafter. Aaron lives in the Chicago area. In his free time, he loves spending time with his wife, stepdaughter (14), and son (7). He also enjoys coaching his son’s baseball team, watching all kinds of sports, and is a self-professed news junkie.


What is Contract Lifecycle Management?

September 15, 2022, Thursday | 10:30 am – 11:15 am

Jeff Skott
Jeffrey Skott

Manager, Sales
Solution Architects

Jeff Skott manages the Solution Architects team for the CounselLink Enterprise Legal Management products suite including CounselLink and Parley Pro. Jeff has 23 years in Enterprise Legal Management experience having worked as the Product Manager for CounselLink before leading the Solution Architects team. Jeff is based in Kentucky with his wife, Tracy, and their many animals – Pomeranians, Persian cats, and Appaloosas. Jeff is a professional photographer, painter, published author, composer, and rancher. Jeff’s four kids are dispersed across the US at various places of learning – from IRL to University.


What is Contract Lifecycle Management?

September 15, 2022, Thursday | 10:30 am – 11:15 am ET

Jared Fulgar
Jared Furgal

Group Product
Manager

As the Group Product Manager of CounselLink, Jared leads the delivery of product-led growth strategies to revolutionize the way legal professionals run their business and prove their value. With over 15 years of experience in SaaS solutions, he has worked in several industries, like advertising, eProcurement, and legal technology for companies of different sizes ranging from startups to large global tech companies. He is passionate about solving complex problems and bringing calm to the chaos.


Welcome, Introductions, and Roadmap

September 15, 2022, Thursday | 8:45 am – 10 am ET

AmyNelson
Amy Nelson

Solution
Architect

Amy is currently a Solution Architect for CounselLink and formerly the Learning Experience Principal for CounselLink. Amy’s client centered and consultative focus helps find the right solution, at the right time. “I love working with different industries and companies, finding configurations to fit unique needs”. Amy is a lifelong learner and has held positions in Research Science, Education and now Technology. Amy holds an M.Ed. in Workforce Development from North Carolina State and a B.S. in Biology from East Carolina. Outside of work, Amy stays busy with a high school senior and many volunteer hours.


Maximizing the Value of Parley Pro

September 15, 2022, Thursday | 3 pm – 3:50 pm

Corina Bogdan

Business
Consultant

Jack joined LexisNexis in 2007, starting with our customer service team in Dayton, Ohio. He moved through the ranks over the years, landing as a Solutions Consultant in Raleigh, North Carolina for CounselLink. He is now a part of the Professional Services team as a Business Consultant. Jack is passionate about problem-solving and being an advocate for our clients, as well as being enthusiastic about technology and the user experience. He holds a master’s degree in human-computer interface from Wright State University, along with a green belt in Lean Six Sigma.


Optimizing Outside Counsel Savings

September 15, 2022, Thursday
2 pm – 2:45 pm

Reporting – Independent Workshop

September 16, 2022, Friday
9:30 am – 10:15 am

Kelley Howell

Professional Services
Manager

Kelley joined LexisNexis in 2005, starting out on the account management team. She has held various roles within the organization and as a result developed a deep customer experience background and was awarded Consultant of the year in 2016. Currently, she leads the CounselLink Business Consultant team in the Professional Services Organization to drive successful implementations for our new customers and special projects for our existing customers. Prior to joining LexisNexis, Kelley spent time in the advertising and marketing fields, including working for a non-profit golf organization for kids.


Optimizing Outside Counsel Savings

September 15, 2022, Thursday
2 pm – 2:45 pm

Donna McCoy

Senior Director of
CounselLink Services

As a Senior Director of CounselLink Services at LexisNexis, Donna oversees a team of consultants, project managers, integration engineers, and onboarding support resources that optimize the customer’s CounselLink experience by ensuring that the application is aligned with current business processes and industry best practices. Donna is certified by the Project Management Institute as a Project Management Professional, and has more than 20 years’ experience in overseeing the implementation of SaaS-based products for clients of all sizes, both domestically and globally. Prior to joining LexisNexis in 2007, Donna worked as an IT Program Manager at Intel Corporation.


Genius Bar Day 1

September 15, 2022, Thursday
10 am – 5 pm

WalterCaroll
Walter Carroll

Legal Operations Manager, Robinhood Financial 

Walter joined Robinhood in January of 2021 as a Legal Operation Manager. Prior to joining Robinhood he worked for TD Ameritrade for 15 years. He held several roles including Broker, Supervising Principal, Thinkorswim Trade Desk, Operations Program Management, LEAN Team and Legal Operation Manager. He enjoys tackling complex issues within the fast moving FINTECH industry. Over the past 7 years he has become a leader in the Legal Operations Industry.


Designing a Handbook for Your Legal Department

September 15, 2022, Thursday
1 pm – 2 pm

PaulBaldo
Paul Baldo

Senior Director, Customer
Success, Knowable

Paul Baldo is a Senior Director of Customer Success at Knowable, the Executed Agreements Company. Over the years, Paul has worked in a variety of technology roles, including Product Management, Professional Services, and Sales. Paul is passionate about every aspect of the Customer Experience journey and develops a trusted advisor relationship with clients to drive product adoption and satisfaction. Through a customer-centric and consultative approach, Paul ensures customers leverage Knowable’s solutions to achieve full business value. Paul has over 15 years working with cross-functional teams in the legal and finance sectors. Prior to Knowable, Paul worked at Axiom and ServiceSource.


Contract Data – How to Mine it to Improve Contract Management

September 15, 2022, Thursday
11:15 am – 12 pm

ArtR
Art Roehrenbeck

Director of Legal Consulting
Services, Affinity Consulting Group

His favorite part of all these tasks? It’s taking a difficult or tedious process and seeing how much of it can be automated with custom scripts or improved with a better process – especially when others have called a project impossible. Ryan loves delivering creative solutions!


When Should You Consider an API?

September 16, 2022, Friday
8:30 am – 9:30 am

RyanD
Ryan Dietzman

Senior Consultant, Affinity
Consulting Group

Ryan Dietzman is a technology titan! He works with our default services team to help firms implement and streamline their case management systems. But, with 10 years of experience working within law firm IT departments and as a technology implementation consultant, Ryan also helps Affinity clients with document management, document automation, custom reports, process automation and data migration.


When Should You Consider an API?

September 16, 2022, Friday
8:30 am – 9:30 am

RMendoza
Raul Asael Mendoza

Systems Engineer,
Robinhood Financial

Raul Mendoza is a system engineer working closely with the legal and compliance sectors at Robinhood assisting to drive forward innovation and compliance through technology and best practices. Prior to joining Robinhood, Raul worked as a Legal Management Consultant, elevating the role of corporate legal departments of Fortune 500 companies across a variety of industries (e.g., technology, energy, pharmaceutical, financial, and oil and gas) from a cost center to an invaluable business partner via technology, process build out, evaluation, and tailored training sessions and content creation.

Raul’s experiences have led him to work in a multitude of capacities such as:

• Project manager for technology implementations
• Building eDiscovery playbooks
• Conducting legal department assessments
• Evaluating legal spend
• Acting as temporary staff resource on the client side
• Providing custom training sessions and materials

This has allowed Raul to obtain the unique perspective of seeing both sides of the coin, not only as the vendor, but also as the client simultaneously.


Designing a Handbook for Your Legal Department

September 15, 2022, Thursday
1 pm – 2 pm

HHousen
Heather Housen

Operations Management Senior
Analyst, Cox Communications

Heather Housen is a Legal Operations Analyst with 30 years working in the industry. Heather has worked with Cox Enterprises for 28 years and is the company expert for e-billing, law firm engagement/relationships and matter management. Heather has mentored many co-workers, is highly respected and incredibly knowledgeable of all things legal; especially CounselLink. Heather is a great partner, team player and trainer. Outside of work, Heather is an incredibly talented crafter, enjoys vacationing and time with family.


Designing a Handbook for Your Legal Department

September 15, 2022, Thursday
1 pm – 2 pm

HHousen
Cynthia Allen-Whyte

Legal Operations Manager,
Huntington Ingalls Industries, Inc.

Cynthia is a Legal Operations Manager with a background in process improvement. Extending role into the Compliance field. Been in the legal department since 2017. Prior to legal operations, she was a facilitator with a yellow belt LEAN certification.


Managing Outside Counsel Diversity

September 15, 2022, Thursday |
4 pm – 4:45 pm

HHousen
Terri Boles

Legal Operations
Manager, NXP

Terri Boles is a CPA and the Legal Operations Manager at NXP Semiconductors, a world leader in secure connectivity solutions for embedded applications.  She is also NXP’s Litigation Financial Manager, as well as e-billing expert and law firm management liaison.  Terri has lead a number of initiatives within NXP’s Legal Department, including the implementation of CounselLink and various integrations between CounselLink and NXP’s financial system and she leads the integration team responsible for integrating NXP’s patent database with other NXP systems. Terri is one of NXP’s Tableau developers and enjoys creating dashboards and visual reports for business users and management. Outside of work Terri enjoys gardening, hiking and windsurfing.


Digital Transformation in Corporate Legal

September 16, 2022, Friday | 11 am – 12 pm

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Riverwalk Cruise
rivercruise2

Riverwalk Cruise & Dinner – An Enchanting Customer Appreciation Event

The San Antonio Riverwalk offers a unique and exciting view into a city that’s filled with history, architecture, and culture. You’ll be able to learn more about these fascinating and iconic landmarks from your friendly and knowledgeable tour guide, who is also likely to have a healthy sense of humor. There will be no shortage of points of interest or entertainment!

In addition, you’ll enjoy charming nighttime views on electric boats that light up as you sip on signature cocktails and cruise to your international dinner destination at Paesanos, featuring contemporary Mediterranean and Italian dining.

When:

Thursday, September 15
6 pm – 9 pm (meet in the lobby at 5:45 pm)

Where:

Embark on the Riverwalk cruise (a short, six-minute walk from the hotel)

https://secureservercdn.net/198.71.233.69/8d1.9a4.myftpupload.com/wp-content/uploads/2022/07/002243_CL_Agile_2022_CounselLink_Conference___Blog

Blog Post

Delivering Diversity: What CounselLink Reporting Can Do for DE&I

by Jack Conyers III

How do you know which strategic path to take toward Diversity, Equity & Inclusion? Whether you’re taking your first step, or you’ve already achieved DE&I milestones, uncover ways that CounselLink can help you strategize best practices, avoid pitfalls, and finesse your reporting and tracking of outside counsel.

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