Ark Group/Managing Partner’s 9th Annual

Knowledge Management in the Legal Profession October 16-17, 2013 ~ SUNY Global Center ~ State University of New York ~ New York, NY

What is the strategic context for KM in law firms today?

The vagaries of KM has long been its blessing and its curse—at once tied to numerous knowledge and productivity efforts, yet oftentimes without a direct connection to a business goal.

Are KM practitioners getting it right? Are we bringing along firm management—or simply doing things that don’t really move the needle? Perhaps it’s time to re-imagine traditional KM activities for a brave new world.

As pricing and profitability encompass greater levels of practice management today, (leading some firms down a path of foundational restructuring), KM has seemingly moved sideways to straddle both the practice and the business of law. Can KM be both strategic and operational? Or have we been swept forward by industry trends, rather than facing them?

Ark Group’s 9th annual Knowledge Management in the Legal Profession conference will be taking place in New York this coming October 16-17 at The SUNY Global Center—State University of New York. With tiered, in-the-round seating, and power and microphones at the desktop, this state-of-the-art facility is the perfect complement to the level of interaction we expect at this year’s forum! We have also changed the format a bit this year—introducing a number of fast-paced, “TED-style” talks, debates and other audience-driven segments that take full advantage of this year’s meeting space! We hope you will join us this October in New York as we collectively discuss the implications of a shift from unfettered growth—to a market share battle. If client engagement is the fuel for growth in the 21st century, then what role does KM, process and technology play in enhancing client relationships? What is invested in KM? What specific tools can law firms share with their clients to refine the “knowledge advantage” in ways that differentiate the firm from the competition?

Featuring Key Contributions From: Toby Brown, Akin Gump Strauss Hauer & Feld LLP

Steven J. Harper, author of the The Lawyer Bubble – A Profession in Crisis, adjunct professor at Northwestern

Prof. Bill Henderson, Indiana/Maurer Law School

Bruce MacEwen, Adam Smith, Esq. LLC

Kevin E. Colangelo, Proskauer Rose LLP

Amy M. Fox, Intel Corporation

Matt Todd, JPMorgan Chase & Co

John E Murdock III, Bradley Arant Boult Cummings LLP

Oz Benamram, White & Case LLP

Peter Krakaur, Orrick, Herrington & Sutcliffe LLP

Eric Hunter, Bradford & Barthel, LLP

Ryan McClead, Fulbright & Jaworski LLP

Martin Metz, Pillsbury Winthrop Shaw Pittman LLP

Sally Gonzalez, Dentons US LLP

Ash Banerjee, WilmerHale

John I. Alber, Bryan Cave LLP

Joseph J. Morford, Tucker Ellis LLP

Lisa Chamandy, McCarthy Tétrault LLP

Joshua Fireman, Fireman & Company

Ron Friedmann, Fireman & Company

Stuart Kay, Baker & McKenzie,

Kingsley Martin, KMStandards

Doug Horton, Handshake Software, Inc.

Andrew M. Baker, JD, Seyfarth Shaw LLP

Tom Baldwin, Reed Smith LLP

Colleen F. Nihill, Dechert LLP

Andy Daws, Riverview Law

Andrew Terrett, Borden Ladner Gervais LLP

And Others!

Lead Sponsors:

Contributing Sponsors:

Ark Group/Managing Partner’s 9th Annual

Knowledge Management in the Legal Profession

DAY ONE—Wednesday, October 16, 2013—People, Process & Technology

8:30AM Sign-In & Networking Breakfast

9:00AM Opening Remarks: Conference Chairperson Toby Brown, Director of Strategic Pricing & Analytics, Akin Gump Strauss Hauer & Feld LLP

9:10AM KEYNOTE “It’s All About the People, Stupid” KMS is a new acronym for an ancient concept: managing knowledge to achieve the best possible outcomes for those who rely on it. Today, most law firms emphasize the technological and systems aspects of knowledge management. But these firms’ underlying business models often discount or disregard the most important repositories of knowledge: their own people. In this opening session, participants will discover that delivering client service at maximum value requires a renewed emphasis on the individuals who comprise the core element of any knowledge management system.

Steven J. Harper, author of the The Lawyer Bubble – A Profession in Crisis, adjunct professor at Northwestern, former partner at Kirkland & Ellis LLP, contributing editor to The American Lawyer, and publisher of the award-winning blog, “The Belly of the Beast”

9:50AM “TED-Style Session” (10 minutes followed by Q&A) Growth is Dead, Now What? What are the implications of the shift from unfettered growth to a market share battle? What are the necessary “head set” changes and strategies? Given pricing pressures, excess capacity, and partner expectations, we have not fundamentally changed how we do things. We have merely changed who does them and where.

Bruce MacEwen, President, Adam Smith, Esq. LLC and President, JD Match

10:15AM Morning Networking & Coffee Break

10:35AM PANEL DISCUSSION Refining the “Knowledge Advantage” and Getting Back Into Your Clients’ Inner Circle of Trusted Advisors Let's face it—most of the legal industry became "client focused" thanks to the near-death experience of the financial crisis. But have firms really re-made their DNA? How would their clients define "client focus”? If client engagement is the fuel for growth in the 21st century, then what role does process and technology play in enhancing client relationships? As law firms re-engineer themselves, is there an opportunity to leverage processes and technology in a collaborative environment to more deeply engage with clients? Is it too late for most firms, or can they complete their transformation into knowledge economy advisors? What specific tools can law firms share with their clients to refine the “knowledge advantage” in ways that differentiate the firm from the competition?

PANEL: Kevin E. Colangelo, Client Relations Officer, Proskauer Rose LLP, Amy M. Fox, Lead Counsel -Global Knowledge Management, Legal and Corporate Affairs, Intel Corporation , Matt Todd, ED/Global Head of Legal Business Solutions, JPMorgan Chase & Co

11:20AM Reducing Waste in Legal Processes: The Best Operational Statement of the Goal of Knowledge Management A central theme of Lean (a powerful operations discipline by which all processes can be described, assessed, and improved) is the elimination of "waste." As industry has already shown, the systematic elimination of waste leads to operational improvements of such magnitude that they are of significant strategic importance. Lean defines waste by contrast with its opposite –"value-added work." Based on a unique collaboration between a leading operations expert and a lawyer, we will extend the concept of waste to law practice, enabling you to "see" the waste in legal operations. Ultimately lawyers must “learn to see” the visible and invisible processes that govern their work if they are to eliminate any unnecessary components or even automate certain aspects of work, where feasible. While this can sound trivial, the meaning of "waste" in Lean is analytically rich, even by legal standards.

John E Murdock III, Partner, Bradley Arant Boult Cummings LLP

12:00PM Networking Luncheon

1:00PM DEBATE Social Knowledge Management: Can social collaboration technologies offer robust, sustainable platforms to enable knowledge sharing?

Oz Benamram, Chief Knowledge Officer, White & Case LLP “Most online collaborative systems that rely on user contributions are doomed to fail due to limited return on investment.”

vs.

Peter Krakaur, Chief Knowledge Officer, Orrick, Herrington & Sutcliffe LLP “Knowledge Management will grow more organically through social collaboration systems—breaking down information silos to engender greater knowledge exchange.”

1:45PM PANEL DISCUSSION

Social Consumer KM & Business Driven Knowledge Analytics Microsoft, Google, Facebook, Twitter and the power of Big Data are changing the world in ways we can’t really grasp at the moment. Woven together, “social consumer KM” and the integration of predictive analytics have intriguing ramifications for our industry. Though how we ultimately leverage these opportunities is yet to be determined. The social tools and behaviors that shape us as consumers and individuals (as well as those that drive the enterprise) are rapidly aligning with news media and professional organizations—all leveraging social knowledge innovation, predictive analytics and artificial intelligence to best position their messages. As we move closer towards this phenomenon of collective consciousness, the ability to harness and leverage the growing power of predictive analytics within our industry, among practices and with our clients is just the tip of the iceberg.

Eric Hunter, Director of Knowledge, Innovation & Technology Strategies, Bradford & Barthel, LLP, Ryan McClead, Manager of Knowledge Systems, Fulbright & Jaworski LLP, Others TBA

2:30PM Afternoon Networking & Coffee Break

2:50PM PANEL DISCUSSION IT Portfolio Management: What’s in the Pipeline of the Law Firm CIO? Deciding how and where to invest in technology can have far-reaching implications, impacting the types of services a firm provides to its various practice groups, support staff and external clients. This lively discussion will offer perspectives from law firm CIOs, providing insights around how they decide where to invest, how business cases are built, how security and stability impacts innovation and how various other groups are involved in the process. Attendees will also learn how IT portfolio management functions to strategically align the firm’s project activities and investments with the firm’s goals and objectives—while setting direction and providing guidance. What challenges do CIOs encounter when planning for and managing KM projects, and what approaches have proven successful?

PANEL: Martin Metz, Chief Information Officer, Pillsbury Winthrop Shaw Pittman LLP, Sally Gonzalez, Chief Information Officer, US and Asia Pacific Regions, Dentons US LLP, Ash Banerjee, Chief Information Officer, WilmerHale

3:35PM CLOSING DISCUSSION Everything KM Was Never Intended to Be What happened to KM? It held such promise. Traditional KM (Search, CRM, Experience, …) still has value, but it’s not where the money is. The path forward for KM needs to focus outward, on getting and keeping business for your firm. It needs to drive practice innovations that enable efficient use of resources and reductions in the cost of delivering legal services at the client and matter level. Having survived an odd transition from KM, to Pricing, Toby Brown has some unique insights on where KM could and should be headed. This session will explore that evolution, discuss some practical examples and set the stage for much of what will be discussed on Day Two of the conference.

Toby Brown, Director of Strategic Pricing & Analytics, Akin Gump Strauss Hauer & Feld LLP

4:15PM End of Day One/Networking Reception & Drinks

8:30AM Registration & Networking Breakfast

9:00AM Opening Remarks: Conference Chairperson Joshua Fireman, Founder & President, Fireman & Company

9:10AM KEYNOTE

Details available shortly…

Prof. Bill Henderson, Indiana/Maurer Law School

9:50AM “TED-Style Session” (10 minutes followed by Q&A)

KM: Why Are We Wasting Our Time? The blame usually falls to the lawyers themselves—given how risk averse they can be, or slow to adopt, or set in their ways—and that’s likely a good misdirection. Or perhaps we’re just looking for answers in the wrong places. Perhaps KM persists only to fulfill a sense of orderliness or tidiness in law firms. But from a business standpoint, does this mean anything?

John I. Alber, Partner, Bryan Cave LLP 10:15AM Morning Networking & Coffee Break 10:35AM PANEL DISCUSSION Practice Innovation and the Profitability Equation: What is Invested in KM? What is the strategic context for KM in law firms today? The vagaries of KM has long been both its blessing and its curse—at once tied to numerous knowledge and productivity efforts, yet oftentimes without a direct connection to a business goal. As pricing and profitability encompass greater levels of practice manage-ment (leading some firms down paths of foundational restructuring), KM has again seemingly moved sideways to straddle both the practice and the business of law. Does the analysis of pricing information point to opportunities for greater efficiencies through provision of various kinds of knowledge management services & resources? Can KM be both strategic and operational? Why have we been swept forward by industry trends rather than facing them? This candid discussion will aim to shed light on what inputs KM can and should have concerning the profitability equation in law firms and its potential for innovation around client service delivery.

Joseph J. Morford Managing Partner, Tucker Ellis LLP, Lisa Chamandy, Counsel, Client Service Innovation & Litigation, McCarthy Tétrault LLP, Others TBA Moderated by: Joshua Fireman, Founder & President, Fireman & Company 11:20AM AUDIENCE PARTICIPATION No-Stakes KM: If you were allowed the luxury of failure, what types of KM projects would you explore (without consequence or firm politics)? Where is the innovation? Are KM practitioners getting it right? Are we bringing along firm management -or simply doing things that don’t move the needle? Perhaps it’s time to re-imagine traditional KM activities for a brave new world. Simply put, we don’t allow KM projects to fail and this sort of risk-averse mentality can quickly suffocate innovation. Of course law firms are not terribly interested in investing time and money in things that “might work.” But if you were going to take a chance and invest your energy in a “dream project,” what would that project look like? In this segment, we’ll hear from a number of practitioners concerning projects they would pursue--if allowed the luxury of failure. We will also include a number of perspectives and anecdotes from our audience concerning No-Stakes KM...

Stuart Kay, Director, Global Business Systems, Baker & McKenzie, Others TBA

12:15PM Networking Luncheon

1:15PM INTERACTIVE SEGMENT The Shark Tank--To Invest or Not to Invest! Just when you thought it was safe to think out of the box… Much like the popular “Shark Tank” television show, this lively segment will match our panel of entrepreneurs with “the sharks” (i.e. the investors), who are always on-the-hunt for innovative products and services to invest in. The sharks will hear and entertain pitches and proposals from a variety of law firm practitioners (i.e. “the entrepreneurs”) attempting to sell specific practice-focused solutions (ranging from matter management platforms, to portal design concepts and other knowledge sharing tools). These pitches and proposals will address specific practice and business related challenges. Our panel of sharks (with a bit of help from our audience) will of course decide whether to invest in these tools/concepts, or respectfully decline, based on the merits of the pitch and the utility of the tool or solution. Are you able to sell your ideas, be it internally or otherwise? Have any innovative ideas that you’d care to talk about? This group of sharks will gladly consider a few pitches from the audience as well.

The Sharks are: Kingsley Martin, President & CEO, KMStandards Doug Horton, CEO/President, Handshake Software, Inc. Joseph J. Morford Managing Partner, Tucker Ellis LLP Others TBA

The Entrepreneurs are: Tom Baldwin, Chief Knowledge Officer, Reed Smith LLP, Andrew M. Baker, JD, Director of Legal Technology Innovations Office, Seyfarth Shaw LLP, Colleen F. Nihill, Chief Administrative Officer, Dechert LLP Others TBA

2:30PM Afternoon Networking & Coffee Break 3:00PM CLOSING PANEL DISCUSSION Insights, Trends & Predicting the Future: How Law Firm Business and Practice Strategies Are Changing in the USA, UK & Canada The global economic downturn impacted law firms in the USA, UK and Canada in different ways—putting different pressures on different parts of the enterprise (and to varying degrees). For example, it could be argued that the USA felt more intense economic pressure and pain (relative to the UK and Canada) which perhaps forced change on certain levels (think pricing and innovation) that may not be consistent with change in Canada and the UK. This closing panel discussion will focus on evolving business and practice strategies—comparing and contrasting progressive approaches across different geographic locations—namely the USA, UK and Canada—and explored from a variety of different perspectives (as relates to matter management, pricing, technology, staffing, traditional KM, et al).

Andrew Terrett, National Director of Knowledge Management, Borden Ladner Gervais LLP, Ron Friedmann, Fireman & Company, Andy Daws, Vice President, North America, Riverview Law

3:45PM Closing Remarks: End of Conference Joshua Fireman, Founder & President, Fireman & Company

Ark Group/Managing Partner’s 9th Annual

Knowledge Management in the Legal Profession

DAY TWO—Thursday, October 17, 2013—Practice Innovation for a Brave New World

CLE credit has been approved for this conference in a number of states. Please contact Peter Franken at 312.212.1301 or by email at pfranken@ark-group.com for more details!

REGISTRATION FORM Knowledge Management in the Legal Profession 2013 (NY)

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Venue and Accommodations

This forum will be held at The SUNY Global Center located at 116 East 55th Street (Btw. Park and Lexington Ave) in the SUNY Global Classroom—a state-of-the-art facility with tiered, in-the-round seating. For more details, please contact Peter Franken at pfranken@ark-group.com or by phone at 312-212-1301...

Who Will Attend This Conference

Ark Group’s 9th annual Knowledge Management in the Legal Profession conference is a highly interactive forum researched with and developed exclusively for directors of knowledge management, business intelligence, law firm operations, CIOs, CMOs, CFOs, heads of library and information services, client, professional and practice support thought leaders—as well as those involved in coordinating or leveraging resources within these functions—including attorneys, practice group leaders and managing partners.

Ark Group does have a financial aid policy to provide CLE programs for certain qualifying attorneys who are unable to attend due to cost considerations.

For further information please contact Peter Franken pfranken@ark-group.com or 312-212-1301.

Full Two-Day Conference (OCT 16-17) $1695 Day One Only (OCT 16) $995

Day Two Only (OCT 17) $995 Admission for Vendors/Solution Providers $1995

EARLY-BIRD DISCOUNT: I am registering before August 30th and would

like to claim my 15% early bird discount! ($1,440.75--for both days)

Please note: payment must be received in full prior to the event to guarantee your place

Registration conditions 1. Registrations can be submitted at any stage prior to the event, subject to availability. A limited allocation is being held and registering early is therefore recommended, in the event of the registration not being accepted by Ark Group the total amount will be refunded. 2. Payment must be received in full prior to the course. 3. All speakers are correct at the time of printing, but are subject to variation without notice. 4. If the delegate cancels after the registration has been accepted, the delegate will be liable to the following cancellation charges: - Cancellations notified over 45 days prior to the event will not incur a cancellation fee. - In the event of a cancellation being between 45 and 30 days prior to the event, a 20% cancellation fee will be charged. - For cancellations received less than 30 days prior to the event, the full delegate rate must be paid and no refunds will be available. 5. All registrations submitted by e-mail, fax, or over the telephone are subject to these booking conditions. 6. All cancellations must be received in writing. 7. Ark Group will not be held liable for circumstances beyond their control which lead to the cancellation or variation of the program. 8. Please make checks payable to Ark Group USA.

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Exhibition & Sponsorship Opportunities

If you are interested in sponsorship opportunities for this (or any) Ark Group event, please contact Kevin Klein for more details at 312-212-1302, or via email at kklein@ark-group.com

A R K G R O U P U S A Organization

Ark Group’s 9th Annual

Knowledge Management in the Legal Profession

The SUNY Global Center The State University of New York 116 East 55th Street (Btw. Park and Lexington Ave) New York, New York 10022 http://global.suny.edu/building/brochure/globalclassroom.cfm

THIS CONFERENCE WILL BE HELD AT: October 16-17, 2013 — New York, NY

Hotels within walking distance to the conference venue:

Marriott Courtyard New York Manhattan/Midtown East 866 Third Avenue New York, NY 10022 212.644.1300 www.marriott.com/hotels/travel/nycme-courtyard-new-york-manhattan-midtown-east/

Doubletree Metropolitan Hotel 569 Lexington Avenue (at 51st St.) New York, NY 10022 212.752.7000 www.metropolitanhotelnyc.com/

Omni Berkshire Place Hotel 21 East 52nd Street (between Madison & 5th) New York, NY 10022 212.753.5800 www.omnihotels.com/FindAHotel/NewYorkOmniBerkshire.aspx

Club Quarters Rockefeller Center 25 West 51st Street (Off 5th Avenue opposite Rockefeller Plaza) New York, NY 10019 212.262.3200 www.clubquarters.com/loc_nyRockefellerCenter.aspzx

Affinia Manhattan 155 East 50th Street 212.751.5710 www.affinia.com/New-York-City-Hotel.aspx?name=Affinia-50

Carvi Hotel New York 152 East 55th Street New York, NY 10022 212.752.0600 www.carvihotel.com

Marriott Renaissance 130 East 57th Street 212-753-8841 Reservations

Hotel Elysee 60 East 54th Street 212-753-1066 Reservations

St. Regis New York 2 East 55th Street 212-753-4400 Reservations

The SUNY Global Center serves as the headquarters for the (SUNY) system’s international operations, and is the public face of the state university system in New York City. This forum will take place in the Global Classroom--which is a state-of-the-art facility with tiered, in-the-round seating, and power and microphones at the desktop fostering seamless interaction between speakers and audience members.

Directions, Maps & Other Details...

SUNY Global Center 116 East 55th St. (Btw. Park and Lexington Ave) New York, NY 10022 212-317-3500

Directions to the SUNY Global Center from primary arrival points in NYC:

Grand Central Terminal (MTA Metro-North Railroad): The Global Center is a .75-mile walk North on Park Avenue. Pennsylvania Station (Amtrak, Long Island Railroad, New Jersey Transit): Take a Queens-bound E subway train to the “Lexington Avenue-53rd Street Station”. Alternatively it is a short taxi ride or a 2.0 mile walk. Port Authority Bus Station: Take a Queens-bound E subway train to the “Lexington Avenue-53rd Street Station”. Alternatively it is a short taxi ride or a 1.5 mile walk. Parking: The Global Center does not have its own parking facility. However, there are numerous parking garages in the area. Rates fluctuate, but you can expect to pay about $40 per day.

{Rates for all garages in the neighborhood vary greatly by day of the week and timing. You may want to use this website to find the most reasonable rates for your particular needs: Bestparking.com -- under “City”, click New York, and then can click to neighborhoods or cross street; can plug in arrival and departure times; site will calculate rates and show icons with $ amounts on a map. Click the icons to show specifics.}

Local Restaurants near the SUNY Global Center:

American

Houston's /Hillstone 153 E. 53rd St (At 3rd Ave) 212.888.3828 www.houstons.com

Asian/ Sushi Asian Station 155 E 52nd St (between Lexington Ave & 3rd Ave) 212.421.2294 asianstationyc.com/ Tenzan 988 Second Ave. (bet. 52nd & 53rd Sts.) 212.980.5900 www.tenzanrestaurants.com Lychee House E. 55th St. (bet Park and Lexington Ave.) 212.753.3900 www.lycheehouse.com Peking Duck House 236 E. 53rd St (bet 2nd & 3rd Ave) 212.759.8260 www.pekingduckhousenyc.com

French (Bistro) La Mangeoire 1008 Second Ave. (bet. 53rd & 54th Sts.) 212.759.7086 www.lamangeoire.com Deux Amis 356 E. 51st St. (bet. 1st & 2nd Aves.) 212.230.1117 Jubilee 347 E. 54th St. (bet. 1st & 2nd Aves.) 212.888.3569 www.jubileeny.net

Indian Dawat 210 E. 58th St. (bet. 2nd & 3rd Aves.) 212.355.7555 www.dawatrestaurant.com

Italian Bar Vetro 222 E. 58th St. (bet. 2nd & 3rd Aves.) 212.308.0112 www.vivolonyc.com Bice Ristorante 7 E. 54th St (bet Madison & 5th Ave) 212.688.1999 www.bicenewyork.com Casa Lever 390 Park Ave (between 53rd St & 54th St), 212.888.2700 www.casalever.com Fiorini 209 E. 56th St (bet 2nd & 3rd Ave) 212.308.0830 www.fiorinirestaurant.com Montebello 120 E 56th Street (between Park and Lexington), 212.753.1447 www.montebellonyc.com Serafina 38 E. 58th St. (bet. Madison & Park Aves.) 212.832.8888 www.serafinarestaurant.com

Lebanese Naya 1057 Second Ave. (bet. 55th & 56th Sts.) 212.319.7777 www.nayarestaurants.com

Mediterranean/ Greek Ethos 905 1st Ave (At 51st St) 212.888.4060 www.ethosrestaurants.com Fig & Olive 10 E. 52nd St. (bet. 5th & Madison Ave) 212.319.2002 www.fig-and-olive.com

Mexican Dos Caminos 825 Third Ave. (bet. 50th & 51st Sts.) 212.336.5400 www.brguestrestaurants.com

Steakhouse M a l o n e y & P o r c e l l i 37 E. 50th St (bet. Madison & Park Ave) 212.750.2233 www.maloneyandporcelli.com