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Wednesday, May 14, 2008 (Day 1)
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8:30 AM
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Registration and Continental Breakfast
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9:00 AM
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Welcome and Opening Remarks
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| Speaker(s) |
Patrick Hatfield, Esq
Partner and Co-Chair of Technology Practice
Locke Lord Bissell Liddell LLP
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9:15 AM
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Key Issues in Legal Process Outsourcing ( LPO’s)
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Learn key issues in outsourcing and, in particular, offshoring legal work and how to address them properly.
-Understand liability,confidentiality, attorney-client privilege and data protection issues
-Consider "conflict of interest" implications and the ability to oversee the work
-Understand quality of education and training of the service provider's employees and quality control
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| Speaker(s) |
Philip Trillmich, Esq
Associate
White & Case LLP
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10:05 AM
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Identifying the “Right” Markets for Legal Outsourcing
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-Figure out what tasks should be outsourced and those that should be maintained in-house
-Understand hot to utilize outsourcing in the best manner possible
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| Moderator(s) |
Patrick Hatfield, Esq
Partner and Co-Chair of Technology Practice
Locke Lord Bissell Liddell LLP
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| Speaker(s) |
Tom O'Connor
Consultant
Legal Electronic Documents Institute
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Sharon Quaintance
CEO
Lawdocsxpress
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11:00 AM
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Morning Break
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11:15 AM
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Learning New Strategies on How Legal Outsourcing will Improve Productivity and Profitability
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-Why are leading companies outsourcing?
-Why has outsourcing become a necessity?
- How to maximize benefits of onshore and offshore workforce.
- How to create an offshore captive without having to invest in infrastructure.
- How to better preserve and manage corporate information through dedicated offshore workforce.
- How to increase efficiencies over time and further drive down costs.
- How to maximize quality control and process approach to legal support services.
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| Speaker(s) |
Edward Burke, Esq
President
Bodhi Global Services
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Richard Reice, Esq
Partner
Seyfarth Shaw LLP
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12:45 PM
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Luncheon: Legal Process Outsourcing: How the Operation Really Works
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-Best practices for cost-effective, offshore operations management
-Designing legal process solutions to maximize flexibility, control and performance
-Establishing methods and metrics to evaluate and monitor quality, and to ensure accountability
-Operational and due diilgence safeguards to preserve confidentiality of information
-Creating productive client and internal communication channels
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| Speaker(s) |
Stephen Kong, Esq
Legal Process Consultant
CPA Legal Services
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2:15 PM
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Best Practices and Trends in Negotiating Outsourcing Transactions
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-What are the key concerns of in-house counsel who seek to outsource their work?
Discussion with in-house counsel specializing in outsourcing transactions. Topics include outsourcing from the in-house perspective, protecting sensitive data in outsourcing transactions, mitigating vendor personnel issues, best practices in the RFP process, exit strategies and trends in negotiating outsourcing deals.
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| Moderator(s) |
Brian Gannon, Esq
Partner
Seyfarth Shaw LLP
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| Speaker(s) |
James Paine, Esq
Corporate Counsel
The Home Depot
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W. Carter Santos, Esq
AVP - Outsourcing Transaction Counsel
Equifax
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3:15 PM
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Afternoon Break
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3:30 PM
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Establishing and Utilizing Proper Communication Channels Among Attorneys, Executives and Vendors
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In order to have effective outsourcing, it is critical that there be effective channels of communication amongst all the parties involved in the outsourcing deal. Learn from outside and inside counsel how to establish and utilize proper communication channels among attorneys, executives and vendors.
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| Speaker(s) |
Alexander Arato, Esq
Vice President, Associate General Counsel
CA, Inc
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Howard Wettan, Esq
Associate
White & Case
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Thomas Blennau, Esq
Legal Counsel
Deutsche Bank AG New York
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Paul Mandell
President
Clutch Group, New York
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4:45 PM
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From Zero to 300 Employees in 2 Years: The Making of an Industry Leader
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| Speaker(s) |
Abhi Shah
CEO
Clutch Group
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Thursday, May 15, 2008 (Day 2)
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Return to Top
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9:00 AM
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Understanding the Mechanics of Negotiating Legal Outsourcing Deals
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- Hear from leading outsourcing attorneys on how to protect yourself and your company by negotiating proper contract terms.
This session will identify the major phases from vendor selection to finalizing the outsourcing contract. The roles of the various players and the objectives for each phase will be discussed. The session will include techniques to consider during the various phases, such as bringing forward into the pre-selection phase more of the controversial terms often left until after the vendor has been selected. The session will discuss the pros and cons of using issues lists during different phases of the deal as well as some document management tips that can help reduce anxiety among all the participants.
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| Speaker(s) |
Patrick Hatfield, Esq
Partner and Co-Chair of Technology Practice
Locke Lord Bissell Liddell LLP
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Brian Gannon, Esq
Partner
Seyfarth Shaw LLP
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11:00 AM
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Brunch
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12:00 PM
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Offshore Outsourcing
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Learn from a leading outsourcing attorney about offshore outsourcing in key areas including India and the Phillipines
-trends and recent developments in data protection and privacy;
- preserving intellectual property rights in materials developed in India;
-increased outsourcing and offshoring activity in Germany;
-the trend from big-bang global deals to regionally managed deals being spread across organizations incrementally.
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| Panelist(s) |
Stephen Nordahl, Esq
Partner of The Strategic Sourcing and Technology Group
Milbank Tweed Hadley McCloy LLP
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1:00 PM
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Gaining Insights into the Future of Outsourcing and Being Prepared for Upcoming Industry Changes
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| Speaker(s) |
Paul Mandell
President
Clutch Group, New York
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Alexander Arato, Esq
Vice President, Associate General Counsel
CA, Inc
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