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Marina del Rey Marriott, CA
Interact 2008 | The Legal & Compliance Technology Forum
September 21 - 24, 2008 | Marina del Rey Marriott, CA
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SESSIONS

EARN CLE CREDITS
Interact 2008 offers CLE accredited sessions to satisfy your education requirements. Forms will be available on-site per your state’s requirements.
General Sessions
Innovations in Legal and Compliance Technologies
Monday September 22, 2008, 9:00 - 10:30 am
Afshin Behnia, President & CEO, Mitratech

Join Mitratech President and CEO Afshin Behnia for the opening keynote of Interact 2008. The session will review the state of the legal and compliance industries and present new trends and technologies.

Back to the Future: How Web 2.0 Collaboration Rejuvenates The Best Aspects of the Legal Profession
Monday September 22, 2008, 11:00 - 11:50 am
Paul Lippe, Founder and CEO, Legal OnRamp

The founder of Legal OnRamp will describe how elite law departments and law firms are using very modern techniques from places like Facebook and Wikipedia to enhance the traditional collaboration, networking and value delivery of lawyers.

A Standardized Framework for Measuring and Evaluating GRC Program Performance
Monday September 22, 2008, 12:00 - 12:50 pm
Scott L. Mitchell, Chairman and CEO, OCEG and Chairman and CEO, DoubleDrum Capital

Designing, implementing, and improving governance, risk, management, compliance, ethics, and internal control systems is a time and resource-intensive proposition. This session offers guidance to help you demonstrate to the board that your company’s GRC initiatives are delivering outcomes that really matter to the business with insights into effective, standardized frameworks, performance metrics, and best practices from diverse organizations that are optimizing the performance of their GRC programs. Learn how to assess whether or not the money your company initially allocated for a compliance mandate or adverse audit has been and continues to be well spent. Gain insight into how to achieve different GRC performance management objectives, from taking a periodic pulse, to assessing whether your GRC program offers sustained value over time.

Building For Process: The Blueprint for Integrated Legal & GRC
Tuesday September 23, 2008, 9:00 - 9:50 am
Speaker: To be announced at Interact

Many organizations implement technological solutions to satisfy a particular problem which often results in high costs and a number of disparate systems. This Visionary Award winner shifted to a process-oriented technology strategy to implement best practices for legal and compliance in a single, integrated solution. The innovative system enables the organization to collaborate with outside counsel, connect employees to legal and compliance functions, manage regulatory reports, improve decision-making with compliance dashboards, forecast litigation cases, manage alerts and risk assessments. Past winners include:

General Motors – Legal Operating System
The Home Depot – Outside Counsel Collaboration
JER – Integrated Litigation Management
Pfizer – Counterfeiting & Security Management
Textron – Cross-Enterprise Legal Unification
Genworth Financial - Overcoming M&A Challenges to Establish a Unified Legal and Compliance Strategy
Aon - Building A Global Legal Department

How To Approach Self Reporting
Tuesday September 23, 2008, 10:00 - 10:50 am
James Doty, Partner, Baker Botts and former General Counsel of the SEC
Jay Martin, VP, Chief Compliance Officer and Senior Deputy General Counsel, Baker Hughes
Michael Rasmussen, President, Corporate Integrity
Michael J. Sullivan, U.S. Attorney, U.S. Attorney's Office, District of Massachusetts

Last year, $9 billion oilfield services firm Baker Hughes agreed to pay a record $44.1 million to settle a probe into alleged bribery overseas. Baker Hughes Chief Compliance Officer Jay Martin shares his lessons learned about investigations, self-reporting, self-disclosure with expert commentary from James Doty, Partner at Baker Botts and former SEC GC, and Michael J. Sullivan, United States Attorney.

Moving to the Next Level of Your Compliance Program
Tuesday September 23, 2008, 11:30 am – 12:20 pm
Martin T. Biegelman, CFE and Director, Financial Integrity, Microsoft Corporation
Howard Fields, Deputy Chief Compliance Officer and Senior Counsel, GE Commercial Finance
Janice Innis-Thompson, SVP and Chief Compliance Officer, TIAA-CREF
Scott L. Mitchell, Chairman and CEO, OCEG and Chairman and CEO, DoubleDrum Capital

Many organizations have responded to increasing regulatory and federal mandates by instituting a dedicated compliance function. Moving forward, progressive departments are refining their compliance strategies to drive ethical, legal, and agile operations while supporting business growth. This session reviews the impact of recent legal and business developments on compliance strategy and discusses how to avoid common pitfalls that make a compliance program ineffective and difficult to maintain.

Industry Track
Crossing Borders: Global eDiscovery Challenges
Monday September 22, 2008, 2:00 - 2:50 pm
Gerry Boccuti, Consulting Attorney and Litigation Support Manager, Wyeth Pharmaceuticals
Rob Hichens, Director, Huron Consulting Group
Tom Lahiff, Director, PricewaterhouseCoopers
David McCann, President and Chief Executive Officer, Electronic Evidence Discovery, Inc.
Patrick Oot, Director of Electronic Discovery and Senior Litigation Counsel, Verizon Communications Inc.

Privacy laws, language barriers, and cultural considerations are just a few challenges that complicate litigation when global organizations cross borders. This session discusses how to overcome these complexities through standardization, with best practices to develop effective processes for e-discovery.

Managing Outside Counsel from Bill Review to Benchmarking
Monday September 22, 2008, 3:00 - 3:50 pm
Elizabeth Davis, Vice President, CRA, International
Thomas Dunlop, AVP Legal Services Operations, CNA Insurance
Gary Greenfield, President, Litigation Cost Management
Lucy Fato, Deputy General Counsel and Corporate Secretary, Marsh & McLennan Companies, Inc.

An effective outside counsel management strategy involves a number of programs to ensure consistently retaining the right firm, reducing legal expenses, and receiving the value contracted. From bill review tools and methodologies to ebilling, scorecards, and benchmarking session panelists discuss best practices and share lessons learned.

Know When to Hold 'Em
Tuesday September 23, 2008, 1:30 - 2:20 pm
John Barber, Legal Operations Senior Manager, Amgen
George Kiersted, President, Kiersted Systems
Deidre Paknad, President and CEO, PSS Systems
Liz Schimmel, Discovery Manager, Halliburton Company

You know the risks that arise when the duty to preserve kicks in. But managing an effective legal hold process is not easy. Join us for an interactive session on how to get in front of discovery challenges including setting up and managing a solid litigation hold strategy. We will explore the options available to the company anticipating litigation. What are the processes? What are the tools? Make sure you know when – and how – to hold ‘em!

The Virtual Workforce: Teaming up with Outside Counsel
Tuesday September 23, 2008, 2:30 - 3:20 pm
Dan Hamilton, Co-Founder and President, Mosaic Consulting, Inc.
Michelle Mattei, Senior Legal Project Manager, Eisai, Inc.
Libby Troughton, Senior Manager, Legal IT, The Home Depot
Mark Zirulnik, Managing Attorney, Selective Insurance

By creating virtual teams that allow in-house and outside counsel to collaborate on legal work, organizations are able to elevate the level of service they receive, optimize efficiency, and drive down costs. Senior Manager for Legal IT Libby Troughton discusses how The Home Depot has been able to improve legal operations by teaming up with outside counsel. In addition, Michelle Mattei, Senior Legal IT Manager for Eisai and Mark Zirulnik, Managing Attorney for Selective Insurance discuss visions and strategies.

Technology Track
The 3-5 Year Itch - A Tune-up is the Cure!
Monday September 22, 2008 - 2:00 - 2:50 pm
Amanda Heldt, Senior Manager, Implementation Consulting, Kiersted Systems

Here's an unfortunate but familiar scenario: a busy corporate legal department implements a new matter management system. The system works, the data is pristine, and the legal team gains valuable insight. But fast-forward a few years and things may have changed. System rules don't match current business practices; the data is incomplete or, worse yet, corrupted and the 3-5 year itch starts. Learn how to cure it with a design tune-up.

IBM Enterprise Content Management
Monday September 22, 2008 - 3:00 - 3:50 pm
Laurence Leong, Program Director, Compliance, IBM Enterprise Content Management

Description coming soon.

Collaborati in Action: Case Studies in Electronic Billing
Tuesday September 23, 2008, 1:30 – 2:20 pm
Kim Bair, Senior Law Systems Analyst, Lincoln Financial Group
Louann Barnett, Founder and President, June Consulting Group
Dexter Carpenter, Assistant Director, General Law, Wyeth Pharmaceuticals
Claudio Crisafulli, Associate Director, Corporate Information Systems, Wyeth Pharmaceuticals
Tania Otis, System Administrator, Textron

A growing number of legal departments are implementing Collaborative Spend Management (CSM) for a clear look at their bottom line. In this discussion, representatives from corporate legal and IT departments will discuss how they have been able to improve outside counsel relations and better manage legal costs. Panelists range from first time e-billing users to established users that moved to CSM and went live with over 90 firms on Day One.

Avoiding the Technology RFP
Tuesday September 23, 2008, 2:30 – 3:20 pm
David Cambria, Director of Operations, Aon Corporation
Reyner Meikle, Attorney, Litigation & Matter Management Specialist, CSC
Michael Stevens, Managing Director, Huron Consulting Group
Aaron Van Nice, Director, Operations, Baxter International, Inc.

New business challenges arise year after year and, with them, the need for new technologies. But lengthy RFP processes and costly implementations can adversely affect operations and bring on new risks. This session explores how some organizations are bypassing these concerns by taking inventory of their legal technology and leveraging existing systems to respond to new business challenges.

Special Interest
The Future of Collaboration: Web 2.0 & the Legal Department
Monday September 22, 2008, 4:30 - 5:20 pm
Paul Lippe, Founder and CEO, Legal OnRamp

From wikis to blogs to social media, this roundtable discussion explores how Web 2.0 collaborative technologies will affect the legal department.

Contract Management Best Practices
Monday September 22, 2008, 4:30 - 5:20 pm
Robert Couch, Manager, Huron Consulting Group
Michael Stevens, Managing Director, Huron Consulting Group

How does your organization rate on the Maturity Model for effectively managing the lifecycle of contracts? Come learn some best practices for designing and implementing a robust Contract Management system. Learn what other organizations are doing in this arena and learn how you may be able to leverage existing tools for some quick wins.

Managing Change with 30 Tips in 50 Minutes
Monday September 22, 2008, 4:30 - 5:20 pm
Kevin Clem, Director, Huron Consulting Group

This session gathers together lessons learned from champions of technology to ensure project success by effectively managing the people side of change.

A Practical Model for Effective Personal Data Privacy Management
Tuesday September 23, 2008, 4:00 – 4:50 pm
Lane Leskela, Vice President, Technology Programs, OCEG

As organizations expand and the technology that supports them proliferates, the amount of personal information collected, used, stored, transferred, and disposed also increases. This session provides detailed recommendations to help you avoid personal data breaches and privacy infractions.

Going Green
Tuesday September 23, 2008, 4:00 – 4:50 pm
Despite pressure to reduce costs and improve efficiencies, many legal professionals believe that their profession necessitates the hoarding of paper. This session discusses how legal departments can better comply with corporate green policies and procedures.
Building a Business Case for Matter Management
Tuesday September 23, 2008, 4:00 – 4:50 pm
Ed Landry, Director, Legal Operations, Genworth Financial

The legal industry is still relatively technology averse and many attorneys pass their matter management systems off to their paralegals and assistants. As a result, legal departments often miss out on the strategic value of their technology investment and use it solely for tactical purposes. This session explores different approaches to obtaining attorney buy-in and leveraging the full potential of your system.

Training Sessions -- Training Workshops Exclusive to Mitratech Customers
TeamConnect Administration
This session provides an overview of TeamConnect’s administrative functionalities. Topics include: creating Objects, Custom Fields, Search Views, Wizards, GUI Rules, System and User Preferences, as well as how to activate and create appropriate logs for better troubleshooting and error analysis.
CSM Setup Overview
This training provides instruction on how to define Vendors, Vendor Rates and set up appropriate rules to auto-reject invoices submitted by outside counsel. The instructor will provide step-by-step training on CSM, from creating a vendor to authorizing rates and on to receiving and processing electronic invoices.
TeamConnect Legal Financials
The objective of this class is to provide the attendees with an overview of TeamConnect Legal’s financial engine. Creating new fiscal periods, approving budgets and invoices (invoice processing), as well as TeamConnect Legal’s financial workflow are among the topics covered in this session.
Data Warehouse & Reporting
This session provides an in-depth overview of TeamConnect Data Warehouse. Data Warehouse platform requirements, how to create and update Data Warehouse structure and tables as well as how to connect and create reports using this structure are some of the topics discussed in this session.
Design Migration Tool
Migrating designs and other newly developed objects from one platform to the other can be a difficult task. This session provides instruction on how to extract and import a design from one TeamConnect environment to the next.