2024 Agenda Coming this spring

Agenda

Interact 2023 Agenda

From cross-collaborative topics like emerging tech and leadership to product-focused user groups and workshops, there's value around every corner at Interact 2023. Explore your top breakout sessions and favorite topics today - and stay tuned for the Interact 2023 App!

Welcome Reception

Monday, October 2, 2023

5:00 PM - 8:00 PM

Kick-Off Welcome Reception

As always, we’re kicking off Interact 2023 with delicious food, refreshments, and a killer backdrop at our rooftop-style Welcome Reception on the evening of October 2nd. Join us on the Rooftop Pool Deck of the Roosevelt from 5-8 PM; the dress code is smart casual.

Day one

Tuesday, October 3, 2023

7:00 AM - 8:00 AM

A Big Easy Breakfast

Join us in the Roosevelt Foyer / Salon 1 for a breakfast spread before a full day of sessions.

7:00 AM - 5:00 PM

MitraTECH EXPO

We'll be gathering Mitratech product experts in the Roosevelt Promenade for this personal rendition of a "MitraGenius Desk." Walk up and get answers to your most pressing questions and view live demos of Mitratech's portfolio in an open Expo format that will be running the entire duration of Day 1 and Day 2.

8:00 AM - 8:30 AM

Welcome to Interact 2023: Empower. Automate. Elevate.

Portfolio additions, product enhancements, new partnerships, and more - there's been a lot to celebrate at Mitratech (and celebrate we will), but also a lot we've been waiting to share. CEO Mike Williams will be taking center stage and setting the tone for Interact 2023 with an exclusive unveiling of some exciting upcoming projects and roadmap developments, laying a clear outline for where we're heading in 2024 and beyond, as well as the momentous steps we're taking to get there.

Mitratech Speaker - Mike Williams

Mike Williams

CEO
Mitratech

8:30 AM - 9:15 AM

TAPping into Success

Implementing new legal technology (like workflow automation) means you can streamline processes and elevate department efficiency - but it doesn’t just change how you do the work; it changes how you think about your work. While automation opens the door to real, data-driven decisions around staffing, spend, and workload, a team’s ability to definitively measure (and showcase!) ROI across the broader organization is what will separate the best from the rest.

Learn how from a panel that almost needs no introduction: Connie Brenton from NetApp and LegalOps.com, Jessica Vander-Ploeg from OpenText, Julie Richer from Bath & Body Works, and Brian McGovern, Executive Director of CLC Solutions at Mitratech, will be divulging their success stories and exploring:

- How they’re partnering with cross-functional leadership to get ROI-based buy-in, which workflows make for quick wins, and how they’re driving user adoption - Key lessons learned around enabling transformation and growth that are now standard operating practice in their careers - How they’re changing the culture of the legal department in a new world of legal work

Mitratech Speaker - Brian McGovern

Brian Mcgovern

Executive Director CLC Solutions
Mitratech

Mitratech_Interact-Speaker-Connie_Brenton

Connie Brenton

VP of Law, Technology, & Operations
NetApp

Julie Richer

Director of Legal Operations
Bath & Body Works

Jessica Vander Ploeg

Vice President, Legal Operations
OpenText

9:15 AM - 10:00 AM

GC Fireside Chat

We're bringing back Mike Williams for the second rendition of our top-rated session, the GC Fireside Chat. Last year, we dove into everything from remote leadership to a peak into Board meetings from the eyes of the GC. Now, as a lot of companies close out the fiscal year and plan ahead for 2024, we're welcoming our expert GC panel back to Interact's main stage for a candid look at the latest industry trends, top-of-mind challenges & emerging tech, and go-forward plans across key topics like risk management, process efficiency, and more.

Mitratech Speaker - Mike Williams

Mike Williams

CEO
Mitratech

Ameen Haddad

Vice President and Associate General Counsel
Oracle

Jill Twedt

General Counsel
Boise Cascade

10:00 AM - 10:30 AM

Break

Grab a refreshment and snack back in the Roosevelt Foyer / Salon I, and find your way to your next session!

10:30 AM - 11:15 AM

How To Navigate the Bayous of New Technology

With today's rapid digital advancements, topics like GenerativeAI, Machine Learning, and Business Intelligence are blurring across an organization's core departments and leaving a wake of confusion. This session aims to demystify some of the emerging technologies and level set on what's happening on a global scale (and here at Mitratech!). Hear from Mitratech's Product and Technology leaders (Justin Silverman and Ian Huynh) alongside Scott Chastain, Senior Manager of AIML Solutions Architects at Amazon Web Services, as they give a lively and in-depth exploration of how new technology is paving the way for a new standard of operational efficiency - and the risks of falling behind. We'll be taking an up-close look at the newest AI advancements through the eyes of one of the world's largest cloud computing leaders and unveiling of some of the newest, real-world Mitratech applications for the first time in this can't-miss session.

Ian Huynh

Chief Technology Officer
Mitratech

Justin Silverman

SVP of Product
Mitratech

Scott Chastain

Senior Manager of AIML Solutions Architects
Amazon Web Services

Josh Chacona

Sales Engineering Leader
Snowflake

11:30 AM - 12:45 PM

Lunch Keynote: Mightier than the Mississippi: How to Make Culture Your Competitive Edge

Employees' needs and expectations from leadership have dramatically changed - particularly in the face of a tense macroeconomic environment, industry layoffs, and remote work. In his role leading HR Strategy and Innovation for Advocate Health – one of the nation’s largest nonprofit healthcare systems with 150,000 teammates across six states – Trevor Walker has learned the power of culture and how to unlock its full potential. Don't miss this chance to elevate your positive psychology principles and learn more about building transformational change for your team in this midday keynote on engaging with a new generation and workplace environment.

Trevor Walker

SVP, HR Strategy & Integration and HR Chief of Staff
Advocate Health

1:00 PM - 1:45 PM​

Hotter Than Tabasco: The New Growth & Direction of Legal

Rising burnout, tightening budgets, emerging tech - as legal’s demands and resources continue to shift, it’s time to be strategic about your buy-in and future investments. We’ll be sitting down with a variety of legal leaders to unpack current industry trends and address a common sentiment from legal teams around the world: where do we go next? What challenges will we need to be prepared to address this year (and going into 2024) as we look to cut costs and still innovate? What are the learnings from integrations and managing change? We’ll be unveiling it all - including a look at the role advanced analytics is starting to play, the consensus on AI, how automation is being used as the interconnective tissue that drives integration and efficiency, best practices for change management, and more.

Ryan O'Leary

Research Director, Privacy and Legal Technology
IDC

Rhonda Wallace

Legal Operations Manager - AHM Law & IP Unit
American Honda Motor Co., Inc

Libbie Evans

AVP of Legal Knowledge Management, Education, Technology, and Transformation
TD Bank

Mary Jummati

Managing Director
Morae Global

Mitratech Speaker - Brian McGovern

Brian Mcgovern

Executive Director CLC Solutions
Mitratech

Legal; ELM; AI; Change Management; Automation

1:00 PM - 1:45 PM​

Jazzing Up Change: How To Implement An Effective (And Melodic) Change Management

Change is an inevitable part of any organization's journey, and professionals across Legal, Risk & HR are uniquely positioned to be a catalyst for success as they bring new technology into their departments, and collaborate like never before. Join us as our HR experts share real strategies, technology insights, and the best practices they use to empower successful change.

Rene Barreda

Chief People Officer
Mitratech

George Boone

Sr. Manager, OE / Talent Management,
Mitratech

HR; Change Management

1:00 PM - 1:45 PM​

The CISO Blues: What's Keeping Your Risk Department Awake At Night

From navigating today's digital-first and a constantly shifting regulatory environment to proactively predicting future risks, operational resilience has never been more complex. From the eyes of the Chief Information Security Officer (CISO) and their closest peers, we're bringing you a panel of experts for this candid, actionable discussion on what's top-of-mind for them, and how they're adapting quickly. This group will be analyzing key IT risks and exploring how you can intelligently measure the activity that's driving improved control & risk management.

Madeline Reigh

Director, Enterprise Risk Management
Mitratech

Brent Cole

General Manager GRC, SVP RGO
Mitratech

Curt Blais

Chief Information Security Officer
Cybera

GRC, Risk Management, Regulations

1:45 PM - 2:00 PM

Break

Please find your way to your next session!

2:00 PM - 2:45 PM​

A Tech Stack Melting Pot: The Benefits of an Integrated System

Eliminating business and information silos is top-of-mind for many organizations, but only those who take system communication seriously will ever come close to unlocking the full potential of cross-departmental collaboration. Learn how to translate the different (business) languages your systems are speaking into one standardized, integrated stream of communication for elevated efficiency and results - and hear how clients like you have done the same.

Kirk Sadler

Vice President Of Product Management
Mitratech

Joshua Hege

Manager of Process Automation & Analytics Architecture
Loyola Marymount University

George Chiu

Director of Application Development
Prudential

Gina Iaffaldano

Legal Operations Consultant
Navistar

ELM, Workflow Automation, Managed Bill Review, LegalHold, Contract Management​

2:00 PM - 2:45 PM​

Leading the CLM Second Line: Why It's Worth It

Contract Lifecycle Management (CLM) can bring together so many different players in your organization to play sweet, sweet music – but the ballads of deployments tried and failed can sometimes drown out the songs of success. Fortunately, experts like Agiloft and their customers have seen it all, across every market vertical. We'll welcome Agiloft as they take us through the real pitfalls (trends on where & why companies have failed), some surprising 'ah-ha!' moments post-implementation, and the hard questions you need to answer to win over the broader organization when it comes to CLM.

Jenny Lell

Strategic Account Manager
Mitratech

Shanon Horvay

Senior Manager, Information Management & Governance
Kroll

Steven McKean

VP of Global Alliances
AgiLoft

Tony Mozeleski.

Head of Legal Operations
Lucid Motors

ELM, Workflow Automation, Managed Bill Review, LegalHold, Contract Management​

2:00 PM - 2:45 PM​

More than a Metric | How to [Realistically] Understand DEI, Where it Can Make an Impact, and How to (Actually) Measure it

As more companies work to transform Diversity, Equity, and Inclusion (DEI) from a buzzword into a comprehensive and impactful organizational strategy, it's time to also move beyond surface-level analytics. Join us as we showcase how DEI can drive real impact across your business - and how you can measure your progress for reportable results.

Chris Rowland

Director of Commercialization and Strategic Partnerships
Mitratech

Troy Kruthoff

Executive Director of Product and Strategy–Screening
Mitratech

Rachel Rosen

CEO / Lead Consultant
Spark Equity

Jye Turk

DE&I Strategist & Consultant
Spark Equity

HR; DEI

2:00 PM - 2:45 PM​

Beads & Bling: It's a Vendor Risk Automation Thing

Third-party, fourth-party, and ""Nth""-party risk management.... let's face it, the industry is not getting any simpler. The increasing reliance on external vendors continues to expose new areas of risk, meaning that process automation and cross-departmental employee adoption are no longer optional for TPRM departments. This panel is here to dig into it all! Hear the real-world, innovative success stories from thought-leaders AgFirst Farm Credit Bank on how they are proving ROI and mitigating risk by automating specific, foundational aspects of their vendor management processes; you'll walk away with first-hand insights on what they got right and what they learned along the way.

Ryan Fox

GRC Sales Manager
Mitratech

Josh Becker

Senior Professional Services Consultant
Mitratech

Kaih Taylor

Manager of Third Party Risk Management
AgFirst Farm Credit Bank

GRC; risk management; TPRM

2:45 PM - 3:15 PM

Break

Grab a refreshment and snack back in the Roosevelt Foyer / Salon I, and find your way to your next session!

3:15 PM - 4:00 PM

Legal Voodoo: Create Winning Relationships for In-House Counsel, Outside Counsel, and Legal Operations

Seamless collaboration between legal operations, outside counsel, and their in-house practitioner colleagues is a critical factor in the success of a legal department. This session is perfect for those working in legal operations and seeking to drive greater collaboration, empowerment, and, ultimately, tremendous outcomes through these nurtured relationships. Hear from Karl Hennessee, DGC and Head of Litigation for Airbus, joined by Vincent Cordo, Chief Revenue and Legal Project Management Officer at Holland and Knight, for key perspectives on how legal operations can position itself as the catalyst to drive results and improve business processes.

Chris Iconos

General Manager of Corporate Legal and Claims
Mitratech

Karl Hennessee

Senior Vice-President, Head of Litigation, Investigations & Regulatory Affairs
Airbus

Vincent Cordo

Chief Revenue & Legal Project Management Officer
Holland & Knight

ELM, Workflow Automation, Managed Bill Review, LegalHold, Contract Management

3:15 PM - 4:00 PM

Bayou Brilliance: Nurturing and Navigating Talent Management

To harness the full potential of your "A-players" and best talent, your talent management strategy must be carefully cultivated and navigated. This session will empower you with strategies for building a thriving talent pipeline and creating an environment where your top performers can flourish.

Danielle Greak

Vice President of Sales | Strategic Accounts
Mitratech

Andrew Cline

Chief Administrative Officer,
The Tarian Group LLC.

April Dickerson

Chief Executive Officer
Recovery Empowerment Network

HRC; Talent Management

3:15 PM - 4:00 PM

On-Prem to Cloud: Beignet, Done That!

Scalability, security, reliability, cost - there are a multitude of factors to consider before transitioning from on-prem infrastructure to the cloud, and every organization's needs are different. Join this session to learn about the potential benefits, required resources, and a guided look at how to create your own business case, complete with real stories from other customers that made the switch!

Kirk Sadler

Vice President Of Product Management
Mitratech

Mary Beth Iacobellis

Director of Project Program Management
AT&T

Ramandeep Singh

Director: Legal Technology
Harbor

Sachin Menon

Group Vice President, Cloud Engineering
Oracle

All Attendees; Legal

3:15 PM - 4:00 PM

And "All That (AI) Jazz"

Forget the "fear of being first" - when AI advancements and emerging tech become foundational as quickly as they have this year, your real fear should be letting the train leave the station without you on it. Hear from industry expert and influencer, Michael Rasmussen, on his recent industry conversations (spanning nearly every continent around the world) and covering which key GRC leaders are struggling with when it comes to Artifical Intelligence (AI). For example, are there markets that will suffer, or thrive, from these new advancements? How do we think about the risks of AI as it relates to the day-to-day operations of an organization? Rasmussen will touch on how all this rolls up into an organization's enterprise GRC maturity and how you can take steps toward continuous improvement while maintaining risk resilience.

Meri Malena Kukkonen

Director, APAC
Mitratech

Michael Rasmussen

GRC Analyst & Pundit
GRC 20/20 Research, LLC

GRC; AI; emerging tech

4:00 PM - 4:15 PM

Break

Please find your way to your next session!

4:15 PM - 5:00 PM

Jambalaya of Data: How to Make Better Decisions with Powerful Analytics

Ready to achieve the transparency you've been waiting for in your legal data and, in turn, make better decisions that can lower overall spend? Learn how to transform your disparate data into centralized, actionable analytics that can influence results. This session will open the floor to success stories from other customers on how they've gained internal credibility and driven value with access to robust analytics.

Misty Price

Executive Director
Mitratech

Kevin Combes

Director
Aon Global Risk Consulting

Maxikumar Ghandi

Legal Operations Applications Manager
Lucid Motors

Jeremy Scott

Legal Product Manager
Dow

ELM, eBilling, Workflow Automation, Managed Bill Review

4:15 PM - 5:00 PM​

EI vs AI: How to Balance Human Skills with Rapid Tech Advancements

Emotional Intelligence (empathy) is critical in an age where technology enables less physical communication and interpersonal interactions.... how do you collaborate with technology and not let it displace day-to-day human connections? How do you use technology to actually improve interpersonal connection while still adopting it and streamlining efficiency? It's time to invest in your employees - and their brand experience - with a strategic balance of innovation and EQ.

George Boone

Sr. Manager of Organizational Development & Talent Management
Mitratech

Brian Kasen

Director of Business Intelligence
Mitratech

Angela Hood

Founder/CEO
ThisWay Global

Jenna Arthurs

HR Operations Manager
Dish

HR; AI

4:15 PM - 5:00 PM​

No Mardi Gras Mask Needed: Workflow Automation and The Future of Citizen Development

Workflow Automation has become a top-of-mind term and technology in nearly every market and every functional department. But what does the future look like for this space? How and where does artificial intelligence (AI) play a role? Where do you start when you are thinking about what to automate? Leave it to Craig, Principal Automation & Innovation Analyst at Forrester Research, to unveil some of the latest trends in automation and why the topic is gaining so much ground in today’s macro landscape. He’ll be joined by Mitratech’s Sr. Director of Product Management, Jared Barnes, Managing Director and Global Head of Legal Operations at Kroll, Tim Strong, and Lead Analyst, Legal Operations Financial Management at Chick-fil-A, Amanda Haley, to give added color to the rapid changes (and huge opportunities) and unveil how to empower your workforce to be true citizen developers.

Jared Barnes

Sr. Director of TAP Product Management
Mitratech

Craig Le Clair

VP, Principal Analyst
Forrester Research

Amanda Haley

Lead Analyst, Legal Operations Financial Management
Chick-fil-A, Inc.

Tim Strong

Managing Director
Kroll

All Attendees; Legal

4:15 PM - 5:00 PM

The Big (Not So) Easy: Responding to Your Board & Stakeholders' IT Risk Technology Inquiries

Whether you're a private or publicly-traded company, small or large enterprise, your investors and stakeholders are taking a renewed interest in your cybersecurity and risk program. Are you ready? Listen to our panel of experts dive into a 'Round 2' (following a recent webinar on this topic) on what reporting is coming down on organizations, the questions your stakeholders are about to ask (if they haven't already), and easy-to-implement, performance-driven tools to answer their questions.

Henry Umney

Managing Director of GRC Strategy
Mitratech

Madeline Reigh

Director, Enterprise Risk Management
Mitratech

Samrah Kazmi

Chief Innovation Officer and Head of Risk Partnerships
RESRG

GRC, Risk Management, Regulations

6:00 PM - 6:45 PM

Cocktails at the Orpheum Theater

Join us over at the Orpheum Theater for cocktails, mocktails, and light conversation before kicking off our 2023 Awards Dinner and Ceremony. (The dress code is semi-formal attire.)

6:45 PM - 8:00 PM

Dinner is served!

We'll be hosting a sit-down dinner worthy of its own award - be sure to let a team member know if you have any dietary restrictions.

8:00 PM - 8:45 PM

Interact 2023 Awards Ceremony

Break out your red-carpet-worthy semi-formal attire (you can even go black-tie!) for our Annual Interact Awards Ceremony, where we’ll be recognizing breakthroughs in technology innovation, partnership, and community contributions with personalized, New Orleans-inspired awards.

9:00 PM - 10:00 PM

Acoustic Celebration

A final toast to all the winners & nominees with a backdrop of acoustic music in this breathtaking venue.

Day Two

Wednesday, October 4, 2023

7:30 AM - 8:00 AM

Big Easy Breakfast: Round Two

Join us in Roosevelt Foyer / Salon 1 for a breakfast spread to help you fuel up for Interact Day Two.

7:30 AM - 5:00 PM

MitraTECH EXPO

We'll be gathering Mitratech product experts in the Roosevelt Promenade for this personal rendition of a "MitraGenius Desk." Walk up and get answers to your most pressing questions and view live demos of Mitratech's portfolio in an open Expo format that will be running the entire duration of Day 1 and Day 2.

8:30 AM - 9:00 AM

Roux, Rhythm, and Roadmap Reveals

Interact just wouldn't be the same without bringing in our product firepower (and some exciting annuncements). Justin Silverman, Mitratech’s SVP of Product, will highlight some of the key growth levers we should all be thinking about, where the real rewards will come from in 2023 and beyond, and how emerging technologies (data science and advanced analytics) are rapidly plowing their way to the forefront of Legal, Risk, Compliance & HR functions.

Justin Silverman

SVP of Product
Mitratech

9:00 AM - 10:00 AM

TAP ON TOUR ENCORE!

There is no shortage of AI conversations - and we're not adding another one. Instead, let's talk about the institutional readiness needed for the emerging tech wave that is coming, why the legal profession is one of the first homes for this type of change, and how to equip yourself to be a critical player in that landscape (starting with workflow automation and TAP).

This past spring, our TAP on Tour Event series visited 7 cities, met with 70+ attendees, and learned about a few of the 4000 different ways customers are work-flowing. Now, get ready for the encore we've all been waiting for - a conversation that goes beyond workflow implementation and journeys into the world of new technology developments, taking a closer look at how you can use automation as the connective tissue in your evolving technology ecosystem and elevate your readiness for the tech advancements we all know are coming.

Eric Paul

Director - Legal Technology Innovation
AT&T

Matt Spanos

Global Director
Mitratech

Tarryn Puzsar

Director, Business Process Automation
KP Labs

Lashonda Dash

Legal Operations Manager
Delta Dental

10:00 AM - 10:30 AM

Please find your way to your next session!

Break

10:30 AM - 11:15 AM

eCounsel: eBilling Roundtable

A workshop just for eCounsel users! Participate in peer-to-peer sharing of best practices, use cases, and tips & tricks to get the most out of this solution.

Manu Sharma

Senior Product Manager
Mitratech

Marina Jones

Senior Business Analyst
Mitratech

Vanessa Lozzi

Sr Legal Technology and Litigation Support Administrator, Assistant Vice President
Flagstar Bank

Legal; eCounsel; Product Workshop

10:30 AM - 11:15 AM

TeamConnect & AdvanceLaw: "Big Easy" Finding and Onboarding for New Law Firms

Learn how to improve the onboarding process for new law firms and legal vendors, including their associated Timekeepers with Rates. This session will discuss some of the common pain points and focus on equipping you with best practices to find, select, and onboard firms in a way that prioritizes efficiency - and firm relationships - while minimizing disruption.

Owen Bevan

Managing Director
Mitratech

Cal Yelderman

Product Manager at Mitratech
Mitratech

Legal; TeamConnect; AdvanceLaw

10:30 AM - 11:15 AM

Building Workflow Bridges: Learn How to Create a "Legal Front Door"

When it comes to selecting your first workflow, a Legal Front Door or legal service request portal has proven to be an ideal choice. These transformative ""front doors"" serve as a crucial link between legal teams and other departments, fostering collaboration, ensuring legal compliance, and freeing up valuable time for legal and compliance staff to focus on high-value work. If you find yourself in need of a legal front door but are unsure of where to begin, this session is for you.

Join this panel of workflow veterans as they share invaluable insights and practical tips for identifying the most suitable processes for your legal service request portal. They will delve into the data they gather to substantiate their cases and demonstrate success, shed light on the top requests that are ripe for automation, explore strategies for driving adoption, and delve into collaborative efforts with counterparts across their organizations. Plus, they'll be unveiling what the pros are automating next.

Alaura Jacobs

TAP/ELM Product Marketing Manager
Mitratech

Jubilee Tufu

Meta Program Manager, Engineer
Meta | KP Labs

Hans-Christian Troedsson

Director of Legal Technology and Operations
Harbor

WFA; TAP; automation; product workshop

10:30 AM - 11:15 AM

"Alyne-ing" Your Tech for Cyber Resilience

The scope and sophistication of cybercrime continue to evolve (alongside new SEC disclosure rules and evolving regulatory requirements), leaving more companies re-evaluating and reinforcing their cyber risk management programs. What's been in place has gotten you this far, but is it scalable, secure, and sustainable? And if not, how do you get buy-in from your Board if there is a lack of critical know-how regarding the evolving threatscape and its potential impact? From defined controls to risk assessments and continuous monitoring, our Alyne product experts are walking through some peer-tested best practices and product demonstrations to give you the latest and greatest in cyber risk management.

Claudia Howe

Executive Director of GRC Solutions
Mitratech

Florian Spindler

Manager
KPMG Deutschland

Christina Casino

Manager – Risk and Controls Management
SMBC

GRC, Risk Management, Regulations

10:30 AM - 11:15 AM

TeamConnect Workshop: TCBI

Looking to learn more about TeamConnect Business Intelligence (TCBI) from the experts or get tangible, ready-to-apply best practices for your TeamConnect User Admin? Bring your specific questions and come ready to take a deep dive into some peer-tested insights and insider strategies from our subject matter experts.

Linda Walker

Senior Professional Services Consultant
Mitratech

Kim Howard

Director, Product Management
Mitratech

Legal; TeamConnect; TCBI; User Admin; Product Workshop; ELM; Matter Management

11:15 AM - 11:30 AM

Please find your way to your next session!

Break

11:30 AM - 12:15 PM

From Gumbo to Growth: Reduce Legal Spend Without Cutting Quality

As CFOs push for budget reductions and GCs struggle to keep firm rates low, legal teams need meaningful insight into the full picture of their legal spend (including where they can cut costs). And it’s not just about the numbers — It’s about teams having access to the technology, visibility, and best practices to select and manage outside counsel without sacrificing their business needs. Join us in this session to hear how you can improve law firm performance while maximizing value.

Katherine Shell

Vice President, Advisory
AdvanceLaw

Brandy Dimmitt

Senior Manager, Legal Operations
Dow Inc.

Nathan Miller

Legal Operations Manager
Micron Technology

Doug Ventola

Managing Director
Consilio

Legal; Legal Spend; GC, Collaborati, MBR, Advancelaw

11:30 AM - 12:15 PM

Round 1: How to Think about Your Enterprise Risk Management Ecosystem

Let's talk about governance, policy management, third-party risk management, regulatory change management, compliance, and more!

Ryan Fox

GRC Sales Manager
Mitratech

Stephanie Fox

GRC Client Success Manager
Mitratech

Varun Ghai

Senior Consultant
Mitratech

GRC; user group; enterprise risk management; vendor risk; policy management; change management

11:30 AM - 12:15 PM

LegalHold Roundtable

This process-focused group discussion will unpack the top issues currently facing legal departments when it comes to legal hold creation and management. Come ready to explore current processes, best practices, pain points, future trends, and more surrounding legal hold management and eDiscovery (along with the benefits of having a matter-centric legal hold process!).

Marina Jones

Senior Business Analyst
Mitratech

Manu Sharma

Senior Product Manager
Mitratech

Lee Gang

Legal Operations Specialist
Xerox

Legal; LegalHold; product workshop

11:30 AM - 12:15 PM

A Crescent City Secret: You Could Be Streamlining Invoice Review with AI

Learn how you can leverage the machine learning-powered invoice and managed bill review offerings in TeamConnect's InvoiceIQ to skip the manual line item review process and go home early.

Brad Baldauf

Senior Product Manager
Mitratech

Justin Silverman

SVP of Product
Mitratech

David Garber

Strategic Account Executive
Mitratech

Legal; TeamConnect; InvoiceIQ; AI; ML; Invoice review

12:15 PM - 1:30 PM

Lunch Break

Join us in the Crescent City Ballroom for more Big Easy bites, refreshments, and peer conversations.

1:30 PM - 2:15 PM

TeamConnect Tuesday (on a Wednesday): Success Stories of Innovative Legal Teams

See how other legal teams are using TeamConnect to make their automation ideas come to life and set new bars for efficiency, productivity, and ease of use. Join us at "TeamConnect Tuesday," a special event that shows the strength of using TeamConnect as a hub of information and processes for the legal department. Our guest speakers will share stories about how they've applied automation to simplify their Legal Ops processes in TeamConnect, including invoice approval, budget and accrual requests, AFA and shadow invoicing, calendaring, contact deduplication, auditing security, simplifying screens, and more.

Casey Headley

Global Director, Enterprise Sales
Mitratech

Mori Kabiri

CEO
InfiniGlobe

Tonja Sutton-Edwards

E-Billing Manager
NetApp

Tony Nelson

Senior Manager, Legal Operations
NetApp

Legal; TeamConnect; Product Workshop; ELM; Matter Management

1:30 PM - 2:15 PM

Round 2: Your ERM in Action | GRC Peer Workshop

Bring your top use cases, questions, product feedback, and more to this peer-driven ERM working session and user group workshop, led by our top VendorInsight, Continuity, PolicyHub, and TAP product experts.

Ryan Fox

GRC Sales Manager
Mitratech

Stephanie Fox

GRC Client Success Manager
Mitratech

Josh Becker

Senior Professional Services Consultant
Mitratech

Brian Fenn

Lead EMEA Consultant
Mitratech

GRC; user group; enterprise risk management; vendor risk; policy management; change management

1:30 PM - 2:15 PM

Integrating with Microsoft: TeamConnect, TAP, and LegalHold

We've prioritized integrations with the tools your team uses every day. Join this session for a deep dive into how our corporate legal products (TeamConnect, TAP, and LegalHold) are ready to plug and play with your favorite Microsoft tools like Outlook, Teams, and Purview.

Jared Barnes

Sr. Director of TAP Product Management
Mitratech

Kirk Sadler

Vice President of Product Management
Mitratech

Danielle Powers

Product Manager
Mitratech

Legal; TAP; TeamConnect; LegalHold

1:30 PM - 2:15 PM

LegalHold: New Releases and Future Features

Join Mitratech's Product Team for a walkthrough of LegalHold's latest updates and improvements, including what's in progress and on the roadmap. This session is perfect for anyone wanting to understand how to use LegalHold more efficiently and looking for a proactive look at which enhancements they can benefit from in the future.

Marina Jones

Senior Business Analyst
Mitratech

Manu Sharma

Senior Product Manager
Mitratech

Legal; LegalHold; product workshop; roadmap

1:30 PM - 2:15 PM

Leveraging Robotic Processes with Claims Management

Just picture it: no more redundancy, errors, or time spent worrying about upcoming audits. With integrated technology that allows staff, counsel, and claims professionals to collaborate within a single system, you can enhance visibility, accelerate time-to-value, and provide an enhanced overall claims experience. Get an inside look at the best practices and latest enhancements currently elevating claims management.

Brad Baldauf

Senior Product Manager
Mitratech

Laurence Fernandes

Senior Manager
BNSF Railway

Steven Miller

Manager Claims - Discovery and Robotic Process
BNSF Railway

Legal; ELM; Claims Management; AI

2:15 PM - 2:30 PM

Break

Please find your way to your next session!

2:30 PM - 3:15 PM

eCounsel: New Features and Functionalities Overview

Join this session to learn how you can take advantage of the most recent eCounsel release features and what is in store for the future!

Marina Jones

Senior Business Analyst
Mitratech

Manu Sharma

Senior Product Manager
Mitratech

Legal; eCounsel; Claims Management; AI

2:30 PM - 3:15 PM

Real Talent Strategy: An Interactive Panel

We're bringing our top Talent Strategy experts together in one room for an interactive AMA. Collaborate with your peers, other clients, and some of Mitratech's top experts on best practices for top-tier talent strategy.

Tyler Dehart-Krahn

Director of Customer Success
Mitratech

Danielle Greak

Vice President of Sales | Strategic Accounts
Mitratech

Troy Kruthoff

Executive Director, Product and Strategy – Screening
Mitratech

Andrew Cline

Chief Administrative Officer
The Tarian Group LLC.

Jenna Arthurs

HR Operations Manager
Dish

HRC, Talent Management, TalentReef, Trakstar, AssureHire, Product Workshop,

2:30 PM - 3:15 PM

Cutting Your (Gator) Teeth: Build Your First Workflow Workshop

Building your first workflow workshop: Now that you've learned about how TAP can transform your processes, join this workshop to build your first workflow, or a new workflow you've recently learned about and would like to test out for yourself!

Maddison Price

Manager of Client Success, Corporate Legal & Claims
Mitratech

Josh Becker

Senior Professional Services Consultant
Mitratech

WFA; TAP; automation; product workshop

2:30 PM - 3:15 PM

TeamConnect: Ask "CrawBrad" Anything

Ask your favorite Senior Product Manager, Brad Baldauf, your most pressing TeamConnect questions! To accompany Brad's combined TeamConnect expertise of over 20 years that spans beyond 15 implementations, you can also enjoy a wine tasting of his award-winning wine (from Brad's House of Redneck Wine) while you brainstorm your most creative product inquiries.

Brad Baldauf

Senior Product Manager
Mitratech

Kim Howard

Principal Product Manager
Mitratech

Legal; TeamConnect; product workshop; ELM; matter management

3:30 PM - 4:30 PM

HAPPY HOUR and MitraTECH EXPO

Join us back in the Foyer for a Happy Hour and walkthrough of our MitraTECH EXPO.

5:00 PM - 11:00 PM

House of Blues Dinner & Interact Closing Act

We’ll close out this annual conference in grand New Orleans fashion (trust us, you won't want to miss this!) on the evening of October 4th. The theme is to wear your favorite band t-shirt and come ready to sing some all-time favorites.

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