8:00 a.m. – 3:00 p.m. | Golf Tournament
Take a swing at some friendly competition over 18 holes of the greatest game ever played, followed by a catered lunch.
11:00 a.m. – 2:30 p.m. | A Taste of Florida Culinary Experience
Master the art of Floridian coconut shrimp, fresh mahi-mahi tacos, and key lime pie with esteemed local chefs, all while enjoying tropical libations.
1:00 – 4:30 p.m. | Pool Party
Enjoy an afternoon of relaxation, refreshments, games, great company, and more at the stunning Four Seasons beachfront pool.
Join us for a lively cocktail reception at the Four Seasons followed by a sit-down dinner featuring local flavors, live music, and merriment.
Breakfast
Keynote
With three decades of Wall Street experience, Carla Harris brings wisdom, grace, and humor to her audiences as she guides them through powerful conversations on motivation, success, and exceeding expectations. She is the Vice Chairman of Global Wealth Management and a Senior Client Advisor at Morgan Stanley, and was the first African American to join the company’s management committee. Carla has been named to Fortune Magazine’s list of “The 50 Most Powerful Black Executives in Corporate America” and in 2013 was appointed by President Barack Obama to chair the National Women’s Business Council. She is the author of several books, including the most recent, Lead to Win, a guide to becoming a powerful, impactful, and influential leader.
Utilizing her “pearls” of wisdom from a trailblazing career and captivating stories, Carla will show us how to excel through key relationships, the power of authenticity, and intentional leadership.
Speaker: Carla Harris
Plenary Sessions
What is the formula to evolve your business and practice? While there are many factors at play, two critical components are key to a competitive advantage in the legal industry today: the right technology and the right perspective. Many invest in the best tools available, but neglect building and leading a culture that is tech forward and innovative. Overlooking this crucial element makes it harder to advance with technology and move beyond outdated approaches to challenges.
Learn how industry leaders are building teams that nurture innovation, helping them to leverage technology and do their work better.
Speakers: Paige Hunt, Adam Rouse, Sarah R. Sawvell, Robert Keeling
Speakers: Mary Newman, Nick Schreiner, Alison Shier, John Pollard
Afternoon Breakout Sessions
A) Litigating the New Way of Working: eDiscovery Hot Topics (CLE*)
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It’s no secret that the way people work has quickly and fundamentally changed in recent history. Across every industry, the fabric of “work” looks completely different than it did even five years ago: everything from where we work, to the devices we use, to what our work product looks like. All of this change has left compliance, legal, and eDiscovery teams struggling to keep up. The sudden shift to collaboration platforms and mobile devices for work, and the emergence of generative AI and new business data sources, has raised novel and challenging legal and privacy risks for organizations.
In this session, we’ll dive into those challenges by presenting real world scenarios and debating the best ways to approach them.
- Speaker: Joel Bothof, Christian J. Mahoney, Bill Mariano, Jeane Thomas
B) Strategies for Managing the Lifecycle of Employee Data (CLE*)
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Hybrid work environments, robust collaboration platforms, cloud-based storage—all exceptional advancements that are simultaneously improving the modern workplace and creating unprecedented challenges for data governance. Where to find an organization’s most valuable IP and who can access it can change rapidly, meaning a reactive approach to managing employee data is no longer tenable.
To evolve with technology necessary for today’s work, you need a more holistic and agile program for managing employee data. Join our panel of experts as they discuss contemporary challenges with employee data and how to manage it from day one.
- Speakers: Daniel Black, Jessica Casey, C. Matthew Haynes
A) Advanced Technology for Revolutionizing Second Requests and Matters Beyond (CLE*)
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Artificial intelligence has seemingly limitless potential but trying to understand its real-world applications can leave more questions than answers. Innovation in advanced AI has created more precise and efficient tools to handle the data volume and complexity, as well as the speed required, in Second Requests. Even further, these solutions are proving invaluable with their flexibility beyond antitrust matters—from finding key documents to reinvigorated review workflows and better understanding and utilizing critical data.
In this session, take a deep dive into how advanced technology can revitalize your approach to Second Requests and other crucial matters.
- Speakers: Kamika Brown, Harsha Kurpad, Corey Roush
B) A Clean Slate: Archive Transformation, Data Governance, and Risk (CLE*)
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Archive transformation can seem like an intimidating next step for your organization. While the end goal of migrating to the Cloud provides obvious critical benefits, the actual process often appears impossibly complex, time consuming, and pitted with a minefield of risks. But just as moving to a new physical home presents an opportunity to purge unnecessary belongings and to become more organized, migrating to a new data infrastructure offers an incredible opportunity to streamline data and up-level data management processes to better manage risk.
Join us as we explore the details of archive transformation, including how to build a business case, plan the process, avoid pitfalls, and take advantage of all the potential opportunities.
- Speakers: Jamie Brown, David Moncure, Sam Sierra
Plenary Session
Evening Festivities
Join us for a unique evening celebration at the National Croquet Center. A Palm Beach hidden gem, NCC is the largest facility in the world dedicated to croquet, with a beautiful Florida Keys-style setting. Upon arrival, enjoy cocktails and canapés on the lawn, an optional speed croquet tutorial, and some friendly competition. Following play, savor a delicious sit-down dinner on the center's veranda.
Transportation will depart from the Four Seasons at 6:00 p.m.
Breakfast
Plenary Sessions
The extraordinary evolution in how we work demands a more expansive and creative approach to equity and inclusion. From challenges to affirmative action to increasingly decentralized teams, how we find talent and create a sense of belonging and purpose is under pressure. Although the solutions to these challenges need to be multi-faceted and tailored to each organization, allies are a powerful network that can engender change now.
Our panelists will explore how allyship can help develop new frameworks for talent, equitable compensation and representation, and more to find a path forward in a new era of work.
Speakers: Anthony Diana, Kimbery "KQ" Quan, Reem Saffouri, Natausha Cruz Wilson
**May be eligible for 90 min of DEI credit where applicable.
Legal teams have grappled with ballooning datasets for years, with no end in sight. These data volumes have exploded legal spend and increased risk, leaving eDiscovery teams searching for better technology and workflows to manage data once it’s exported. But taking a more holistic view of data presents exciting opportunities to minimize volumes even prior to collection.
In this session, experts discuss how to reinvent your approach to review by employing data reduction strategies across the entire data lifecycle—from in-place data governance strategies that reduce data volumes downstream to new technology that can drastically reduce the volume of data sent to linear review teams.
Speakers: Dan Brassil, EJ Bastien, Jennifer Tudor Wright
*CLE credit pending
