IQPC Legal Process Outsourcing Conference, Oct 20-22, Chicago
I'm thrilled to have been asked to chair IQPC's upcoming Legal Process Outsourcing conference in Chicago, Oct 20-22. I have played a "hands on" role in the development of the program and assure readers of my blog who may be interested in attending the conference that you WILL be listening to real life case studies. This will not be an event full of hypothesis and rhetoric. Following the unqualified success of the second IAOP legal outsourcing chapter webinar I am absolutely delighted that Connie Brenton, GC from Sun Microsystems has confirmed her participation in the IQPC event.
Click on read more below for the full conference agenda as it currently stands. If any readers would like further information on the conference please feel free to contact me directly. Alternatively click here for the full conference web page.
Legal Process Outsourcing Conference
Best Practice Global Outsourcing Strategies in Legal Operations
October 20 – 22, 2008, Chicago, IL
Main Conference Day 1: Tuesday October 21st, 2008
8:15 REGISTRATION AND CONTINENTAL BREAKFAST
8:45 CHAIRMAN’S WELCOME & OPENING REMARKS
Mark Ross
Vice President of Sales and Marketing LAWSCRIBE
(Chair of IAOP’s Legal Outsourcing Chapter and Author of popular legal process outsourcing blog: http://blog.law-scribe.com/)
9:00 Providing an Overview of Trends in Legal Outsourcing
• Debating whether the legal industry on the brink of a revolution
• Examining the growing trend of LPO offshoring
• Analyzing Whether public acknowledgement “tipping point” been reached
• Evaluating the impact of BPOs entry and VC and PE funding in the LPO market
Jeffrey D. Paquin,
Chief Operations Officer, Legal Division
ABBOTT LABORATORIES
Michael S. Mensik
Partner
BAKER & MCKENZIE
10:00 Assessing LPO’s Role in an Organization’s Current Business Needs
• Evaluating if your business operations are ready to be outsourced
• Realizing the benefits & potential pitfalls of outsourcing legal work
• Examining the driving forces for corporations and law firms
- Associated costs, cost savings
- Transition processes and timelines
- Lack of internal legal resources
• Determining what offshore location is right for your business goals
Alexander Arato
Vice President & Assistant General Counsel
CA
10:45 NETWORKING & REFRESHMENT BREAK
11:15 Identifying Ethical Considerations and Potential Liabilities
• Examining various Bar Association Opinions (Unauthorized practiceof law, duty to supervise, duty of competence, appropriate billing)
• Avoiding risk and liability associated with outsourcing (onshore vs. offshoring)
• Discussing Insurance issues
• Pending fourth amendment case
Carole Silver
Senior Lecturer
NORTHWESTERN UNIVERSITY SCHOOL OF LAW
David Zarfes
Associate Dean for Corporate & Legal Affairs and Schwartz
Lecturer in Law
UNIVERSITY OF CHICAGO LAW SCHOOL
12:15 LUNCHEON FOR SPEAKERS & DELEGATES
1:15 Structuring & Managing Offshore Documentation Review
• Sharing industry best practices on how to successfully structure and manage offshore document review projects
• Learning how process management techniques taken offshore legal document review well past the proof of the concept stage
• Discussing project planning, eDiscovery tools and developing quality and performance metrics that are key to streamlining and monitoring large scale offshore document review work
Moderator
Patrick Gleason
Regional Sales Director
MINDCREST
Panelists:
George Hefferan
VP and General Counsel
MINDCREST
2:30 NETWORKING & REFRESHMENT BREAK
3:00 Case Study: Intellectual Property
• Identifying & evaluating areas of patent work to be outsourced
• Matching needs with vendor solution
• Discussing Request For Proposal (RFP) Process
• Best practices in working with outsourced services to create more efficiency
• Staying in compliance with export control regulations
• Measuring ROI of outsourced patent services processes
• Implementing IP asset protection management
Steve Hassid
Senior Associate and Patent Attorney
GREENBERG TRAURIG
Mark Ross
Vice President of Sales and Marketing
LAWSCRIBE
4:15 Examining the Right Method to Introduce LPO & Changing of Management Process
Identifying key stakeholders in the process
Introducing to different people within the legal process (in-house team, outside counsel etc)
Exploring what service delivery model will align with your organization’s purposes for offshoring
Best practices in playing right role: senior lawyers on each team have to champion on/offshoring
Discussing how to change the management structure (assigning new roles)
Regan Adams
Vice President & Assistant General Counsel
GOLDMAN, SACHS & CO.
5:00 End of Day 1
Main Conference Day 2: Wednesday, October 22, 2008
8:15 REGISTRATION AND CONTINENTAL BREAKFAST
8:45 CHAIRMAN’S WELCOME & OPENING REMARKS
Mark Ross
Vice President of Sales and Marketing LAWSCRIBE
9:00 Choosing the Right LPO provider through Due Diligence
• Conducting due diligence (reputation, referrals, financial strength, niche provider or large-scale, independent resources of information)
• Choosing the right questions to ask potential vendors
• Working with local markets overseas
Gary Boyle
Associate General Counsel
PNM RESOURCES
9:45 Negotiating and Managing Outsourcing Relationships
• Ensuring maximum value & high quality
• Negotiating on a day-to-day basis to keep the services provided in line with the services required
• Knowing what vendor is right for you – developing a collaborative relationship vs. a contract based relationship
• Understanding the changing business needs and aligning the legal services as per the legal work objectives
William A. McComas
Partner
SHAPIRO SHER GUINOT & SANDLER
Robert M. Finkel
Partner
MILBANK, TWEED, HADLEY & MCCLOY
10:45 NETWORKING & REFRESHMENT BREAK
11:15 Case Study: Contract Management
• Avoiding potential risks when outsourcing to bring greater quality, continuity, and performance
• Improving contract management efficiency working with LPO firms
• Streamlining their contract management processes
Connie Brenton
Director in the Products and Technology Law Group
SUN MICROSYSTEMS
Craig Guarente
Vice President
ORACLE
12:30 LUNCHEON FOR SPEAKERS & DELEGATES
1:30 Case Study: Captive LPO
• Discussing regulatory issues, regulatory positions, risks, how to train staff for captive outsourcing
• Examining issues firms need to deal with in both captive and non captive outsourcing, issues which affect a firm when outsourcing affects various
• Protecting corporate global entities (i.e. privacy concerns, record retention issues)
• Ensure technology is compatible with and can support functions being outsourced
• Exploring alternatives to captive outsourcing: mutual partnerships between service provider and service recipients
• Maximizing capacity and specialized capability and minimizing risk
Nikki Procopio
Former Director of Compliance
Former Member
SIFMA OUTSOURCING COMMITTEE
2:45 NETWORKING & REFRESHMENT BREAK
3:15 Round table: Exploring the Future Waves of Legal Outsourcing
• Identifying other cost-effective locations around the world aside from India
• Comparing and evaluating Asian territories of China, India and the Philippines & new locations such as Eastern Europe, Kenya, South Africa and Brazil
• Discussing what type of legal works can be outsourced next
• Evaluating LPO firm consolidation & maturation: Impact on the industry
• Getting LPOs, BPOs the the Private
• Equity/Venture Capital input
4:30 End of Conference & Closing Remarks
Pre Conference Workshops Day Monday, October 20, 2008
Workshop A: (lunch included)
10:00 AM – 1:00 PM
Structuring and Negotiating a Best Practices LPO Agreement
Once you have developed your outsourcing strategy and selected an LPO provider, you will need to negotiate and document the outsourcing relationship. Learn how to structure and negotiate the outsourcing agreement and mitigate the risks of outsourcing via effective contract provisions.
HOW YOU WILL BENEFIT:
• Learn best practices in structuring outsourcing agreements
• Examine contractual means to mitigate outsourcing risks
• Identify provisions which can facilitate contract management
WHAT WE WILL COVER:
• Structuring confidentiality and security provisions
• Drafting service level agreements
• Addressing transition plans
• Defining intellectual property rights
• Making pricing models work
• Selecting an effective dispute resolution mechanism
• Providing for end-of-term assistance
Workshop Leader:
Andrew Dolak, counsel at O’Melveny & Myers LLP, has eight years of experience structuring and negotiating outsourcing and service agreements, including a wide variety of business process and knowledge process outsourcing agreements. Click through to his bio at www.omm.com for more detail.
Workshop B:
1:00PM – 4:00PM
Identifying & Evaluating What Factors to Consider When Deciding To Outsource
Legal Outsourcing may create cost savings, efficiency of work, but it is not without risks. One key risk is deciding to outsource without adequately analyzing and assessing the specific risks outsourcing may present to the organization. In an effort to aid the legal decision makers this workshop is designed to outline the framework for making an outsourcing decision.
How You Will Benefit:
• Understand where your interests and vendors align (long term partnership)
• Conducting due diligence (reputation referrals, financial strength –bring due expert with
• Deciding when does it make since to outsource rather than in house
• Identifying & Classifying your needs
What We Will Cover:
• Defining requirements
• Making sure of the right cultural fit
• ROI: Identifying cost categories
• Evaluating Alternatives & Selecting the right partnership
Michael S. Mensik, partner at Baker & McKenzie LLP’s practice concentrates on information technology, sourcing and privacy. He counsels companies on how to structure, negotiate and manage their internal and external sourcing arrangements, from IT infrastructure to various business processes.
Click on read more below for the full conference agenda as it currently stands. If any readers would like further information on the conference please feel free to contact me directly. Alternatively click here for the full conference web page.
Legal Process Outsourcing Conference
Best Practice Global Outsourcing Strategies in Legal Operations
October 20 – 22, 2008, Chicago, IL
Main Conference Day 1: Tuesday October 21st, 2008
8:15 REGISTRATION AND CONTINENTAL BREAKFAST
8:45 CHAIRMAN’S WELCOME & OPENING REMARKS
Mark Ross
Vice President of Sales and Marketing LAWSCRIBE
(Chair of IAOP’s Legal Outsourcing Chapter and Author of popular legal process outsourcing blog: http://blog.law-scribe.com/)
9:00 Providing an Overview of Trends in Legal Outsourcing
• Debating whether the legal industry on the brink of a revolution
• Examining the growing trend of LPO offshoring
• Analyzing Whether public acknowledgement “tipping point” been reached
• Evaluating the impact of BPOs entry and VC and PE funding in the LPO market
Jeffrey D. Paquin,
Chief Operations Officer, Legal Division
ABBOTT LABORATORIES
Michael S. Mensik
Partner
BAKER & MCKENZIE
10:00 Assessing LPO’s Role in an Organization’s Current Business Needs
• Evaluating if your business operations are ready to be outsourced
• Realizing the benefits & potential pitfalls of outsourcing legal work
• Examining the driving forces for corporations and law firms
- Associated costs, cost savings
- Transition processes and timelines
- Lack of internal legal resources
• Determining what offshore location is right for your business goals
Alexander Arato
Vice President & Assistant General Counsel
CA
10:45 NETWORKING & REFRESHMENT BREAK
11:15 Identifying Ethical Considerations and Potential Liabilities
• Examining various Bar Association Opinions (Unauthorized practiceof law, duty to supervise, duty of competence, appropriate billing)
• Avoiding risk and liability associated with outsourcing (onshore vs. offshoring)
• Discussing Insurance issues
• Pending fourth amendment case
Carole Silver
Senior Lecturer
NORTHWESTERN UNIVERSITY SCHOOL OF LAW
David Zarfes
Associate Dean for Corporate & Legal Affairs and Schwartz
Lecturer in Law
UNIVERSITY OF CHICAGO LAW SCHOOL
12:15 LUNCHEON FOR SPEAKERS & DELEGATES
1:15 Structuring & Managing Offshore Documentation Review
• Sharing industry best practices on how to successfully structure and manage offshore document review projects
• Learning how process management techniques taken offshore legal document review well past the proof of the concept stage
• Discussing project planning, eDiscovery tools and developing quality and performance metrics that are key to streamlining and monitoring large scale offshore document review work
Moderator
Patrick Gleason
Regional Sales Director
MINDCREST
Panelists:
George Hefferan
VP and General Counsel
MINDCREST
2:30 NETWORKING & REFRESHMENT BREAK
3:00 Case Study: Intellectual Property
• Identifying & evaluating areas of patent work to be outsourced
• Matching needs with vendor solution
• Discussing Request For Proposal (RFP) Process
• Best practices in working with outsourced services to create more efficiency
• Staying in compliance with export control regulations
• Measuring ROI of outsourced patent services processes
• Implementing IP asset protection management
Steve Hassid
Senior Associate and Patent Attorney
GREENBERG TRAURIG
Mark Ross
Vice President of Sales and Marketing
LAWSCRIBE
4:15 Examining the Right Method to Introduce LPO & Changing of Management Process
Identifying key stakeholders in the process
Introducing to different people within the legal process (in-house team, outside counsel etc)
Exploring what service delivery model will align with your organization’s purposes for offshoring
Best practices in playing right role: senior lawyers on each team have to champion on/offshoring
Discussing how to change the management structure (assigning new roles)
Regan Adams
Vice President & Assistant General Counsel
GOLDMAN, SACHS & CO.
5:00 End of Day 1
Main Conference Day 2: Wednesday, October 22, 2008
8:15 REGISTRATION AND CONTINENTAL BREAKFAST
8:45 CHAIRMAN’S WELCOME & OPENING REMARKS
Mark Ross
Vice President of Sales and Marketing LAWSCRIBE
9:00 Choosing the Right LPO provider through Due Diligence
• Conducting due diligence (reputation, referrals, financial strength, niche provider or large-scale, independent resources of information)
• Choosing the right questions to ask potential vendors
• Working with local markets overseas
Gary Boyle
Associate General Counsel
PNM RESOURCES
9:45 Negotiating and Managing Outsourcing Relationships
• Ensuring maximum value & high quality
• Negotiating on a day-to-day basis to keep the services provided in line with the services required
• Knowing what vendor is right for you – developing a collaborative relationship vs. a contract based relationship
• Understanding the changing business needs and aligning the legal services as per the legal work objectives
William A. McComas
Partner
SHAPIRO SHER GUINOT & SANDLER
Robert M. Finkel
Partner
MILBANK, TWEED, HADLEY & MCCLOY
10:45 NETWORKING & REFRESHMENT BREAK
11:15 Case Study: Contract Management
• Avoiding potential risks when outsourcing to bring greater quality, continuity, and performance
• Improving contract management efficiency working with LPO firms
• Streamlining their contract management processes
Connie Brenton
Director in the Products and Technology Law Group
SUN MICROSYSTEMS
Craig Guarente
Vice President
ORACLE
12:30 LUNCHEON FOR SPEAKERS & DELEGATES
1:30 Case Study: Captive LPO
• Discussing regulatory issues, regulatory positions, risks, how to train staff for captive outsourcing
• Examining issues firms need to deal with in both captive and non captive outsourcing, issues which affect a firm when outsourcing affects various
• Protecting corporate global entities (i.e. privacy concerns, record retention issues)
• Ensure technology is compatible with and can support functions being outsourced
• Exploring alternatives to captive outsourcing: mutual partnerships between service provider and service recipients
• Maximizing capacity and specialized capability and minimizing risk
Nikki Procopio
Former Director of Compliance
Former Member
SIFMA OUTSOURCING COMMITTEE
2:45 NETWORKING & REFRESHMENT BREAK
3:15 Round table: Exploring the Future Waves of Legal Outsourcing
• Identifying other cost-effective locations around the world aside from India
• Comparing and evaluating Asian territories of China, India and the Philippines & new locations such as Eastern Europe, Kenya, South Africa and Brazil
• Discussing what type of legal works can be outsourced next
• Evaluating LPO firm consolidation & maturation: Impact on the industry
• Getting LPOs, BPOs the the Private
• Equity/Venture Capital input
4:30 End of Conference & Closing Remarks
Pre Conference Workshops Day Monday, October 20, 2008
Workshop A: (lunch included)
10:00 AM – 1:00 PM
Structuring and Negotiating a Best Practices LPO Agreement
Once you have developed your outsourcing strategy and selected an LPO provider, you will need to negotiate and document the outsourcing relationship. Learn how to structure and negotiate the outsourcing agreement and mitigate the risks of outsourcing via effective contract provisions.
HOW YOU WILL BENEFIT:
• Learn best practices in structuring outsourcing agreements
• Examine contractual means to mitigate outsourcing risks
• Identify provisions which can facilitate contract management
WHAT WE WILL COVER:
• Structuring confidentiality and security provisions
• Drafting service level agreements
• Addressing transition plans
• Defining intellectual property rights
• Making pricing models work
• Selecting an effective dispute resolution mechanism
• Providing for end-of-term assistance
Workshop Leader:
Andrew Dolak, counsel at O’Melveny & Myers LLP, has eight years of experience structuring and negotiating outsourcing and service agreements, including a wide variety of business process and knowledge process outsourcing agreements. Click through to his bio at www.omm.com for more detail.
Workshop B:
1:00PM – 4:00PM
Identifying & Evaluating What Factors to Consider When Deciding To Outsource
Legal Outsourcing may create cost savings, efficiency of work, but it is not without risks. One key risk is deciding to outsource without adequately analyzing and assessing the specific risks outsourcing may present to the organization. In an effort to aid the legal decision makers this workshop is designed to outline the framework for making an outsourcing decision.
How You Will Benefit:
• Understand where your interests and vendors align (long term partnership)
• Conducting due diligence (reputation referrals, financial strength –bring due expert with
• Deciding when does it make since to outsource rather than in house
• Identifying & Classifying your needs
What We Will Cover:
• Defining requirements
• Making sure of the right cultural fit
• ROI: Identifying cost categories
• Evaluating Alternatives & Selecting the right partnership
Michael S. Mensik, partner at Baker & McKenzie LLP’s practice concentrates on information technology, sourcing and privacy. He counsels companies on how to structure, negotiate and manage their internal and external sourcing arrangements, from IT infrastructure to various business processes.
posted by Mark Ross at
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