Symposium 11.0 / 2019 Agenda

Day 1: Wednesday, April 17, 2019


Registration and buffet lunch served



Welcome and Opening Remarks (Barry Dark, CEO, Legility)



Keynote: The Sony Pictures Experience: It Wasn’t a Bad Movie, It Was Real Life

Evan Glover

Chief Counsel of Software & Services and Chief Privacy Officer

NCR Corporation


A 2014 cyber-invasion brought the entertainment company to its knees. It took down computer systems across the company, and the leaking of information dominated news headlines for weeks. The attack – by a sophisticated and hostile digital adversary – captured the attention of corporate executives around the globe. Learn all about the incident and the response from Evan Glover, who was in the Sony legal department at the time. Find out the insights gained and who were the true heroes in this saga.


Panel 1: Ops, Discovery and the In-House Department of Tomorrow
Charles Bowen (General Counsel - Family Office, Cox Inc.)
Laurie McCausland (Dep. GC, Compliance & Legal Service Innovation, Koch Industries)

Lizzie Shilliam (Legal Operations Chief, Vanderbilt University)


Legal Ops and department leaders will discuss the role of the in-house department of today and the future, what’s important, and how e-discovery/litigation, technology, outsource partners and non-lawyer roles are coming together to make things better and more efficient. Successful implementation examples.


Panel 2: AI and Tech Tools: Where We Are, Where We’re Going, Use Examples

Paul Jolas (General Counsel, US Concrete)

Preethy Prakash (Corporate Counsel, eBrevia)

Ron Tienzo (Senior Consultant - Search & Analytics, Legility)

How to get the most out of any machine learning and AI technology for eDiscovery, contracts and matters involving significant data -- a deep dive into the techniques and best practices using promising platforms and processes.

3:00-3:15pm -- BREAK



Panel 3: Privacy -- Collaborating Internally On A Strategic Plan

Edward Efkeman (Staff Director, FedEx)

Clay Scheitzach (General Counsel, DriveTime)

Kayla Owens (VP, Deputy General Counsel, JC Penney)

In an increasingly complex environment, it is more important than ever to have a comprehensive privacy program to gather, use, disclose and manage data. While no two plans at corporations will ever be the same, this session will look at how legal, IT and other in-house partners should collaborate to implement initiatives that protect the company with sound protocols and practices.


4:15-4:30pm -- Snapshot

Todd Fulks (Associate General Counsel, Clayton Homes)

Snapshots are micro presentations -- 5-10 minutes on a company's legal profile with a best practice or lesson learned to share with the group.


Panel 4: Assessing the Time and Talent Needed For Different Legal Matters
Brad Rogers (Chief Operations Officer, TIAA)
Liz Seabury (Deputy General Counsel, Lucid Energy Group)


Our panelists have undertaken initiatives to conduct internal audits of their corporations  to study how much time is actually spent on different types of legal work. With this data, they put defined values on the work and the resources spent accomplishing it, and can now better manage what to outsource and insource.


6:00-8:30pm -- Networking/Cocktail Reception/Dinner @ The Oak Room at Nelson's Green Brier Distillery

Shuttle buses will begin departing the JW Marriott around 5:50pm for The Oak Room. In additional to food and drinks, there will be whiskey tastings and tours available at Green Brier upon arrival.

8:30-9:30pm -- Entertainment/Songwriter Night

This year we welcome Jordan Reynolds and Laura Veltz! Jordan and Laura collaborated on "Speechless," a #1 hit performed by Dan + Shay. Jordan has written other songs for Dan + Shay as well as for Brett Eldredge, Keith Urban, Lady Antebellum and Thomas Rhett. Laura's songs have been performed by Maren Morris, Brothers Osborne and Dierks Bentley, among others.

After the evening activities, one shuttle bus will return to the JW Marriott while another will drop off close to all the action on Broadway.



Day 2: Thursday, April 18, 2019

8:00-9:00am -- Breakfast served outside meeting room


Day 2 Keynote: Diversity & Inclusion - Challenges, Successes and Priorities

Keikoh Park (Dir. of Ethics & Compliance, Americas, CBRE)

Susan Carns Curtiss (CEO, Girl Attorney) 

Autumn Hunter (Associate GC & Director, Bank of America)


A discussion on diversity within legal departments, change management, minority enterprises in the legal professional, the benefits of such programs, and what it looks like to put successful, comprehensive initiatives into action.



Breakout Session 1 (Seniors): “Agile” Processes and How They Make Us Better

Susan Hammond (Enterprise Data & Insights, USAA)

Rich Kessler (Dir. of Cyber Security Services, Strategy and Governance, KPMG)

This session will look at applying agile development methodology for legal information management projects. Our panelists have deep experience in deploying project management principles, team management and the integration of technology on a wide range of matters.

Breakout Session 1 (Juniors): Regulatory Landscape Following GDPR Implementation

Charlie Britt (Senior Privacy Counsel, NCR)

Linda Spencer (Chief Privacy Officer, Associate General Counsel - The Coca-Cola Company)

Jim Simatacolos (Managing Counsel - Privacy and Cybersecurity, Toyota Motor North America)

Now that GDPR has been in effect for months, what’s next? California and Brazil have recently enacted new consumer privacy laws that are similar to the GDPR in many respects. Does that signal that a wave of similar regulations will quickly spread throughout the U.S. and South America? If your company has implemented programs to comply with GDPR, are you protected under the California Consumer Privacy Act (the “CCPA”) and Brazil’s General Data Privacy Law (the “LGPD”)? This session will discuss the CCPA and the LGPD and the changes in the data privacy regulatory landscape.



Breakout Session 2 (Seniors): Office 365 Update

Laura Pickle (CIO and Discovery Director, Koch Industries)

Kristin Westgard (Deputy General Counsel, Koch Industries)

Thane Vallette (Associate General Counsel, Hewlett-Packard Inc.)

An update on successes and challenges regarding Microsoft Office 365 implementation, new modules and tools, and how the platform is interacting with the discovery process and other areas Legal touches.


Breakout Session 2 (Juniors): Tales from the Privilege Crypt

Todd Presnell (Partner, Bradley Arant)


A highly requested and invaluable session, Todd will provide an updated version of his entertaining and engaging presentation. Attorney-client privilege seems simple in the abstract—it protects from disclosure a client’s conversations with her lawyer. But the privilege is anything but simple when applied to corporate entities. Varying jurisdictional standards, subsidiaries and affiliates, Upjohn warnings, consultants, and waiver are just a few of the privilege issues that arise when employees communicate with corporate attorneys. And courts apply a higher privilege standard to in-house lawyers’ communications with corporate representatives. This presentation discusses the privilege challenges and pitfalls facing outside and in-house lawyers on a daily basis.


Reconvene in main meeting space, dismissal

Box lunches served

CLE credit is in the approval process. The Symposium typically receives 6.5 to 8.0 credits.

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