


Come Learn How the Best Legal Ops Teams Used Digital Solutions to Beat Pandemic Challenges
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
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
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
VP and CEO,
Parley Pro
Welcome, Introductions, and Roadmap
September 15, 2022, Thursday
8:45 am – 10 am

Landon Bodley
Customer Success
Consultant
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
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
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
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
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
When Should You Consider an API?
September 15, 2022, Thursday
8:30 am – 9:30 am

Jack Conyers, III
Implementation Business Consultant
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

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
Senior Account
Executive
The Benefits of Enterprise Legal Management (ELM)
September 15, 2022, Thursday
1 pm – 2 pm

Jim Higgins
Customer Success
Consultant
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
Strategic Account
Manager
What is Contract Lifecycle Management?
September 15, 2022, Thursday | 10:30 am – 11:15 am

Jeffrey Skott
Manager, Sales
Solution Architects
What is Contract Lifecycle Management?
September 15, 2022, Thursday | 10:30 am – 11:15 am ET

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

Amy Nelson
Solution
Architect
Maximizing the Value of Parley Pro
September 15, 2022, Thursday | 3 pm – 3:50 pm

Corina Bogdan
Business
Consultant
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
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

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

Paul Baldo
Senior Director, Customer
Success, Knowable
Contract Data – How to Mine it to Improve Contract Management
September 15, 2022, Thursday
11:15 am – 12 pm

Art Roehrenbeck
Director of Legal Consulting
Services, Affinity Consulting Group
When Should You Consider an API?
September 16, 2022, Friday
8:30 am – 9:30 am

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

Raul Asael Mendoza
Systems Engineer,
Robinhood Financial
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

Heather Housen
Operations Management Senior
Analyst, Cox Communications
Designing a Handbook for Your Legal Department
September 15, 2022, Thursday
1 pm – 2 pm

Cynthia Allen-Whyte
Legal Operations Manager,
Huntington Ingalls Industries, Inc.
Managing Outside Counsel Diversity
September 15, 2022, Thursday |
4 pm – 4:45 pm

Terri Boles
Legal Operations
Manager, NXP
Digital Transformation in Corporate Legal
September 16, 2022, Friday | 11 am – 12 pm
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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)

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.
Contact Us
Have questions or need additional info? We’re happy to help. Simply fill out the form below, and we’ll be in touch soon!