SOLID East, New York September 11, 2019

8:30am – 9:00am Registration and Networking Breakfast

9:00am Welcome Ceremony – Call to Action and Summit Overview

Table Introductions

                                                                                         Keynote Speaker

Jennifer Pahlka – Founder and Executive Director, Code for America

“From Now to Next- The Big Picture”

Jennifer Pahlka is the founder and executive director of Code for America. She served as the U.S. Deputy Chief Technology Officer in the White House Office of Science and Technology Policy from 2013–2014, where she architected and helped found the United States Digital Service. She currently serves on the Defense Innovation Board in her personal capacity. She is known for her TED talk, Coding a Better Government, and is the recipient of several awards, including the National Democratic Institute’s Democracy Award and being named by Wired as one of the 25 people who has most shaped the past 25 years. She previously ran the Game Developers Conference, Game Developer magazine,, and the Independent Games Festival, followed by the Web 2.0 and Gov 2.0 events. She is a graduate of Yale University and lives in Oakland, California with her daughter, husband, and seven chickens.

Session 1: The Big Picture – Macro Drivers of Change

Brad Rogers – Chief Operations Officer and Chief of Staff, TIAA

Intentional design of a legal function

  • What are you doing? Data driven staffing plan enabled by re-engineered, modern capabilities
  • Why are you doing it? Flexible and efficient staffing, world-class capability, manage across a complex enterprise.
  • How are you doing it? Full transformation; 1. Re-platform the business with modern technology, 2. Offshoring, outsourcing, 3. Rethink outside counsel and harness innovation of partners, 4. Real business discipline, 5. Transform the operating model.

What has been the impact of your project on:

  1. Your staff/talent: Flexible access to lower cost resources
  2. Your company’s business or your relationship with the board; ability to handle increasing complexity and regulatory load
  3. Outside Counsel: billing scrutiny and cost savings
  4. Your career: Exciting times, fully engaged in the legal revolution

Michael Avalos – Assistant General Counsel, AIG

“Build Your Talent Pipeline Like A Major League Baseball Organization”

Law departments can learn a lot in attracting, training, and retaining talent by looking at other industries, particularly professional sports organizations, on how they recruit, train, and optimize bottom-up talent. Michael will share how AIG developed a new talent optimization model, where lawyers are hired right out of law school and placed into a two year rotational program which maximizes their value to the organization and accelerates their legal training. How does this program differ from traditional hiring of experienced lawyers from outside counsel ranks and what impact does this have on the provision of internal legal services and the bottom line to the business.

Molly Huie – Team Lead, Data Analytics and Surveys, Bloomberg Law

Topic and Details to Follow

Lisa Ripley – Director – eDiscovery and Information Governance – Legal, Oracle

The Unintended Consequences of Brilliant Innovation

So many firms are engaged and involved with saving money, driving efficiency, improving productivity and reducing information technology headcount. But what are the unintended consequences and new surprise expenses and challenges that come with some of this innovation. Lisa is an expert in eDiscovery, information governance, records management, information technology, and legal operations. She will share her journey and the pros and cons of clever innovation.

Eric Derk – Director – Executive Director, Ernst & Young

Legal Innovation, Enterprise Legal Transformation, Robotics and Automation – Let’s get real people!

Legal teams are being bombarded with buzz around innovation, robotics, artificial intelligence and automation. Plus, there is magic in the air with the “Single Platform Theory” so what’s the reality on these capabilities and how should legal teams be looking at their fundamental ways of working in the context of all this hype? This talk will focus on the practical realities and real world applications of these concepts with an eye to kickstarting innovation in your legal team.

Chris Brown – Chief Product Officer – Relativity

Transformation: Consumers the Source of Innovation

Innovation is driven by the need of the consumer. As the challenges that consumers face continue to evolve, so must the user experience and the technology behind it. Today, companies increasingly need to take charge of their data—to exercise more control over where it sits and implement thoughtful design around how their people interact with technology to derive value from data. Join Relativity’s Chief Product Officer, Chris Brown as he discusses this evolution and what Relativity is doing to continually innovate to anticipate customer needs, including simplifying user experience and increasing support for ever changing data sources.

Table Discussions and Town Hall

Morning Break

Session Two: Innovation in Action – Corporate Use Cases 

Bradley Peacock – Senior Vice President and General Counsel, FedEx Supply Chain

“Building an Internal Client Base and Identifying the Metrics that Matter”

The need to develop client relationships does not stop when you move in-house. And to effectively do that, we need to identify metrics to measure performance that will matter to the business. Bradley will share his thoughts on this critical topic and describe ways to transform the perception of the Legal Department from cost-center to a value-enabler.

Marc Jenkins – Director of Legal Operations, Senior Counsel, Asurion

“How to Get Started: Jump-Starting an Innovative Legal Program – From 0 to 60 (Spoiler Alert – It’s Hard)”

Marc Jenkins shares his journey from 2 months of frustrations to 3 years of wild success, and how you can do it too.

Jessica Jones Escalera – Director, Head of eDiscovery, Legal CDO, Barclays

The power of a cross-functional team.

Innovation starts with people. Connecting people and ideas with technology and vision.

Dina Ganz Traugot – Group General Counsel and Chief Contracts Counsel, Legal CDO, Travelers

“Contagious Innovation” How to run an Innovation Sprint for the legal department and empower your legal team

What started out as a modest innovation Sprint wound up involving 87 teams of lawyers and resulting in the creation of The Legal Innovation Experimentation Team that has changed the image, brand and reputation of the Traveler’s legal department.

Ryan Costello – Head of Data Privacy Engagement Services, Legal CDO, ProSearch

“What Rome’s Clandestine Do-Gooders Can Teach Us About Innovation”

In Rome, Italy, the secretive G.A.P. organization is a group of clandestine municipal volunteers who have taken to patching roads and cleaning up city structures where the Eternal City’s bureaucracy has failed local citizens. Masked and under cover of night, the gappisti’s constructive sabotage is re-defining what the average citizen can do to affect change. How can the concept of constructive sabotage be applied to considering innovation for what it truly means? And what might the implications for be for technology and eDiscovery? A simple, straight-forward agent for change might be the most innovative concept yet.

Table Discussions and Town Hall

12:30pm – 1:15pm Lunch – Tables switch

Session Three: Innovation in Action – Process Driven

New Table Introductions

Katrina Johnson – Uber, Associate General Counsel and Head of Legal, Uber Asia-Pacific (HK/Sydney)

“Legal Operations and Operational Excellence”

 Adapting existing technology to free up your legal team and expand their footprint without expanding your budget.

Malvina Iannone, General Counsel- Compliance – Corporate Governance – General Electric

“What not to do when jumpstarting your legal innovation program… And still succeed.”

NextGEN Technology can look so shiny and promising but without the right “Why” – metrics and business focus you will fail. Here is the recipe on how to recover and succeed from The Shiny Technology jumpstart.

Rishi Varma – General Counsel, Hewlett Packard Enterprise

“Lawyers That Code”

Hewlett-Packard has one of the most advanced and unique law department business models of the country. HP hires lawyers right out of college and the first thing they do is train them to code. This helps them understand the business, stakeholders and client needs almost immediately and drastically increases their technical knowledge and value to the business. Rishi will share both the benefits of hiring lawyers right out of school as well as the impact these newbies have on mid-level and senior-level staff.


Christine Kaufmann – Head of Legal Operations, Shire – Takeda

“How to reshape illegal operations efforts went to global giants merge. Who’s in charge of what and how to untangle and share resources”

Catherine Casey – Chief Innovation Officer, DISCO

“Surviving the swipeocalypse- adapting to the new digital dataverse

Catherine Casey Chief Innovation Officer of Disco will talk about Innovations in technology.


“The Changing Legal Landscape – The Big 4 Accounting Firms Influence in the Market”

(Speaker to be announced)

Table Discussions and Town Hall

Afternoon Break and Table Switch

Session Four: Innovation in Action – People Driven

New Table Introductions

David Cowen – The Cowen Group, President

NextGEN Legal Talent and Allied Professionals

We’re in the early stages of building a community of tech-savvy, ultra-resourceful attorneys. These are people trained in the law, but who also possess the critical thinking skills and tech knowledge to help create the future of the legal industry. (If you understand design thinking, that’s even better.)

Sprint Panel on legal Innovation and takeaways.

What are the top 5 new legal careers and what are legal leaders looking to fill these roles.

(Panel to be announced)

Table Discussions, Town Hall and Final Thoughts

5:00pm – 6:00pm Cocktails

Thank you for joining us. We hope to see you at our next SOLID.

SOLID Hong Kong, June 4, 2019 SOLID Toronto, July17, 2019
SOLID East, September 11, 2019 SOLID London, November 7, 2019