Beverly Hills Agenda

The 2020 agenda is coming soon.

A copy of the 2019 agenda is below.

The Exchange Legal Operations Forum

Oscars Watching Networking PartyPAROasis
Sponsored by Oasis Discovery and Practice Aligned Resources
Come join your fellow attendees of The Exchange at our networking Oscars Party in the Penthouse at the historic Beverly Hilton! Specialty Cocktails, Heavy Hors D’oeuvres and the Big Show on large screens invites camaraderie with your fellow Legal Ops peers as well as some competition with an Oscars Ballot Contest! All registrants to the event are welcome to attend.
View Photos from Last Year’s Party:

Contact Jennifer Coniglio.
8:30am – 9:00am
Continental Breakfast and Registration

9:00am – 9:30am
Session 1: Opening Remarks and Polling the Audience

  • Do you have a Legal Ops group?
  • What is your role in your organization?
  • What are your pain points? Biggest issues?Keeps you up at night?
  • What are your expectations of the Exchange?


Robert Brownstone, Chair, Electronic Information Management (EIM) Practice Group; and Technology & eDiscovery Counsel, Fenwick & West LLP

9:30am – 10:45am
Session 2: Defining Legal Operations: Past, Present, Future

  • The Breadth: What Legal Operations Departments do and who for whom do they do it for?
  • The Scope: Understanding the depth and breadth of your law department e.g. Divisions such as Compliance, IP, Employment and Litigation
  • The Growth: Addressing the Economics and Bang for Your Buck
    Relationships: Managing Internal and Outside Counsel Relationships
  • The People: Lawyers and Non-Lawyers
  • The Risk: Defining and Understanding Risks


Emelita Hernandez-Bravo, Head of Legal Operations, Fitbit
Carla Ford, General Counsel, U.S. Veterans Initiative
Eric Armstrong, Head of Client Experience, Fenwick & West LLP
Tammy Brandt, Chief Legal Officer & Head of Business and Legal Affairs, Dreamscape Immersive
Rowe Manasan, Head Of Human Resources PMC US Domestic Operations and Legal Counsel, PMC Global Management

10:45am – 11:15am
Networking BreakOpenText
Sponsored by OpenText

11:15am – 12:15pm
Session 3: Keys to a Successful Legal Operations Department – Delivering Efficiency

  • Become Agents of Change
  • Prove Value and ROI of Legal Reporting Data
  • Leverage Data in Contracts and Metadata in various Settings
  • Efficiency Benchmarks
  • Develop a strategy identifying Current, Landscape and Future Plans
  • Ultimately include Strategy Development and implementation Costs in Yearly Budget Process
  • Enabling Collaboration among Lawyers and Non-Lawyers, with 85% of Legal Operations people in the Latter Category
  • Using Lean and Six Sigma Process Improvement Methodologies in Legal Operations


Issac Vaughn, Senior Vice President of Business Operations, Zenefits
Travis Bickham, VP of Marketing, Concord
Thomas Peistrup, General Counsel, Instyler
Matthew Navid, Director of Operations, Boutwell Fay LLP
Stephanie Corey, Co Founder and General Partner, UpLevel Ops

12:15pm – 1:15pm
Networking LuncheonKnovos
Sponsored by Knovos

1:15pm – 2:15pm
Session 4: Key Parts to a Successful Legal Department – Streamlining “The Process”

  • What is working, what isn’t working
  • How to remain agile
  • Explore available tech that will interface with what’s in place
    • Including matter management, e-billing, contract management, document management and IP management
  • Trends in Technology:do you need AI, RPM
  • Perform a needs-assessment
    • The organization needs should drive the choice
    • Do not be blinded by the newest platform/s available
  • Measure the return on investment
    • Legacy Systems?Are you up on what is new and more Helpful?
    • Do you need to purchase that new technology?


Brian Kudowitz, Portfolio Director, Wolters Kluwer Legal & Regulatory US
Issac Vaughn, Senior Vice President of Business Operations, Zenefits

2:15pm – 2:45pm
Networking BreakOpenText
Sponsored by OpenText
Session 5: Key Parts to a Successful Legal Department – Defining the Value and ROI of Legal Reporting

  • Reporting data and leveraging data in Contracts and Metadata
  • Efficiency benchmarks, metrics and analytics
  • Standard documented processes
  • Spend and budget accountability
  • Forecast and accruals timelines
  • Manage, track, report and benchmark key performance indicators
  • Challenge of creating dashboards and scorecards
  • Risk: How do you measure, calibrate and balance business growth and profit margins?


Emelita Hernandez-Bravo, Head of Legal Operations, Fitbit
John Breen, Partner, Lewis Brisbois Bisgaard & Smith

3:45pm – 4:45pm
Session 6: Change Management, This is NOT the Path of Least Resistance

  • Recognize and challenge key stakeholders to get on board
  • Be flexible and take the risk to engender change
  • Keep all impacted (cross-functional teams) informed of each key accomplishment and big hiccup
  • Take the easy win – (low-hanging fruit) implement relatively inexpensive e-billing, electronic signatures and global subsidiary management technologies


Thomas Peistrup, General Counsel, Instyler
John Breen, Partner, Lewis Brisbois Bisgaard & Smith
Joel Tantalo, Managing Partner, Tantalo & Adler LLP

4:45pm – 5:30pm
Networking Reception


8:30am – 9:00am
Continental Breakfast
9:00am – 9:45am
Session 7: Data/Information Management

  • Avoiding silo-ing building central, integrated systems via API’s and the like
  • AI use to enable data classification and analysis
  • Tailoring and deployment of effective search engines
  • 3 P’s Policies, Processes and People
  • Building a Legal Intranet


Julie Cremeans, Senior Director of Legal Operations, Fair
Thomas Peistrup, General Counsel, Instyle
Julian Tsisin, VP, Legal Market, Office of the CTO, Seal Software
John Sanchez, Chief Product Officer, Congruity360

9:45am – 10:45am
Session 8: eDiscovery Process Management

  • Harmonize left side and right side of the EDRM
  • Balance in-house expertise and outside service providers
  • Coordinate DSR response process with LIT Hold Process
  • Hiring outside counsel, processing vendors eDoc review companies, etc.
  • Newest hot platforms/software/tools


Gordon Calhoun, Partner, Lewis Brisbois Bisgaard & Smith
Florinda Baldridge, Global Director of Practice Support, Norton Rose Fulbright

Peg Gianuca, eDiscovery Technical Solutions Manager, The Walt Disney Company

10:45am- 11:15am
Networking BreakOpenText
Sponsored by OpenText

11:15am – 12:15pm
Session 9: Privacy Compliance Process Management

  • Key Impacts of GDPR (eff. 5/25/18) and of Cal. CPPA (eff. (1/1/20)
  • Methods for Identifying PII, PHI and EU Personal data
  • Data Security – Best Practices
  • Protection/Privacy Agreements/Addenda (DPA’s) to comply with GDPR
  • Data Subject Requests (DSR’s)-GDPR- compliant approaches
  • Business Associate Agreements (BAA;s) to comply with HIPAA


Gordon Calhoun, Partner, Lewis Brisbois Bisgaard & Smith
Ronald Sarian, Vice President and General Counsel (former), eharmony
Roberta Anderson Sutton, Management Liability, Insurance Recovery, Cybersecurity, Privacy and Data Protection Attorney / Consultant, RAS Enterprise Risk Management Services LLC

12:15pm – 1:15pm
Workshop Luncheon

1:15pm – 2:15pm
Workshop 1: Challenges and Successful Strategies for Small & Midsize Legal Departments

Implementing legal operations best practices can be a significant driver of efficiency for legal departments. For small and midsize legal departments, however, it can be challenging to know where to start, what to prioritize and how to measure success. Wolters Kluwer and Priori are collaborated on a white paper to explore these challenges and we will highlight successful strategies through data and feedback from lawyers like you.

2:15pm – 3:15pm
Workshops to followWolters Kluwer
Hosted by Wolters Kluwer

  • Workshop Focus Group/Group Exercise/Imagine Scenario: Regarding what effects deliver now AND what’s missing…three example topics are below –
    • Legal Ops Benchmarking
    • Outside Counsel Analysis
    • Risk Analytics


Brian Kudowitz, Portfolio Director, Corporate Legal Department Products, Wolters Kluwer


Agenda is subject to change.


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