Summit by the Sea 2024
The exclusive networking and knowledge sharing event for Legal Operations professionals
SEPTEMBER 25 – 27, 2024
About SBTS
The "Summit By The Sea" scheduled for September 25-27, 2024 at Estancia La Jolla Hotel & Spa, San Diego, is an exclusive conference for legal operations professionals. It features keynotes, panel discussions, and roundtable sessions focused on AI, knowledge management, and legal technology.
You can expect to gain insights into industry trends, engage in meaningful networking, and participate in thought-provoking discussions. The event is designed for legal operation leaders seeking to build connections and enhance their industry knowledge.
Agenda
Day 1 - Wednesday, September 25th
- 11:00am -1:00pm — Registration and Welcome Lunch
- 1:30 - 1:45pm — Opening Words
- 1:45 - 2:30pm — The Generative AI Maturation Curve: Separating Sense from Nonsense
- Casey Flaherty of LexFusion
- GenAI is here, kind of. All the noise around GenAI obscures the signal about what is real, ready, and relevant. The truth, unfortunately, is messy. Casey Flaherty will not provide “the answer.” But he will deepen our understanding of the practical applications and pitfalls of this rapidly evolving technology in order to ask better questions as we are forced to distinguish fact from fiction.
- Casey Flaherty of LexFusion
- 2:30 - 3:15pm — AI Debate: Underhyped or Overhyped?
- 3:15 - 3:30pm - Break
- 3:30 - 4:15pm — Adapting to Change: The Path to Transformation
- Charisma Starr - VP, Legal Operations Manager - JPMorgan Chase
- April Holcomb | EMBA , CLSSGB – Enterprise Legal Technology Solutions | Enterprise Identity and Access Management – FedEx
- 4:15 - 5:00pm - Roundtable and Reports - Change Management
- 5:00 - 5:30pm - The State of the Legal Operations Job Market
- Kevin Cohn - Chief Customer Officer - Brightflag
- 5:30-8:30pm - Garden Dinner and Networking - Nightcap to Follow
Day 2 - Thursday, September 26th
- 8:00 - 9:00am - Breakfast
- 9:00 - 9:45am - Driving Legal Excellence: Strategic Integration of KM and Data Visualization
- Jonathan Stark - Head of Legal and Board Operations - Dynatrace
- Adina Newman - AI LegalTech Counsel & Legal Ops Innovation Leader - New Legal Ops
- 9:45 - 11:00am - Roundtable and Reports - Data and Knowledge Management
- 11:00 - 11:15am - Break
- 11:15am - 12:00pm - Innovation During M&A: Practical Lessons and a Case Study
- Rajan Gupta - Exec. Dir Legal Technology & Operations - Synopsys Inc
- 12:00 - 1:00pm - Garden Lunch
- 1:00 - 1:55pm - Speaker Series
- John McNamara - Co Founder - Performance Nerds
- 2:00 - 2:40pm - The Price of Advice: Can Law Firms Deliver Value Without Breaking the Bank? Building Strong Client Relationships Through Pricing Moderator and Panelists Below:
- Moderator - Juanita Luna - Managing Director - Luna Legal Ops
- Adam Barvels - Director, Pricing & Legal Project Management - Wilson Sonsini Goodrich & Rosati
- Carol Bouw - Assistant Vice President, Global Legal Operations - Cargill
- Brett Durand - Director of Legal Ops - Sempra
- Brian Fanning - Senior Director Revenue & Profit - Davis Wright Tremaine LLP
- Moderator - Juanita Luna - Managing Director - Luna Legal Ops
- 2:40 - 3:15pm - Roundtable and Reports - Outside Counsel Management and Pricing
- 3:15 - 3:30pm - Break
- 3:30 - 4:30pm - Speaker Series - Beyond the Silence: The Impact of Untold Stories
- Anne Graue - General Counsel and Advisor
- Fatima Hussain LLM - Senior Legal Counsel
- 4:30 - 5:00pm - Future of Legal Ops: Predictions
- 5:00 - 5:30pm - Unlock AI-Powered Efficiency with Ruli: Prompting for Lawyers Made Simple
- Rouge Yusuf - Head of Marketing
- Bryan Lee - CEO & Co-Founder
- 7:00 - 9:00pm - Dinner and Networking + Surprise Guest
Day 3 - Friday, September 27th
- 8:00 - 9:00am - Breakfast
- 9:00 - 9:30am - Speaker Series: The GodFather of Legal Ops - David Cambria
- 9:30 - 11:30am - Legal Pitch Workshop Activity - Facilitated by:
- Angela Mendenhall - Operations and Enablement Senior Manager - Zoom
- Carl Morrison - Chief of Staff - modCounsel
- Ronak Ray - Co Founder and CEO - modCounsel
- Mel Ryan - Product Manager - Adobe
- Adrienne Schaal - Director of Legal Operations - Cloud Software Group
- Sarah Starr - Director of Legal Operations - Generate
- 11:30 - 11:45am - Thank You + Wrap Up Session
Speakers
Akshay Verma
Director, Head of Legal Operations, Coinbase
Akshay Verma
Director, Head of Legal Operations, Coinbase
Akshay Verma
Director, Head of Legal Operations, Coinbase
Akshay Verma
Director, Head of Legal Operations, Coinbase
Akshay Verma
Director, Head of Legal Operations, Coinbase
Akshay Verma
Director, Head of Legal Operations, Coinbase
Akshay Verma
Director, Head of Legal Operations, Coinbase
Akshay Verma
Director, Head of Legal Operations, Coinbase
"Summit By The Sea is a unique experience to hear from and meaningfully interact with leaders in Legal Operations. You will learn, teach, and grow with your colleagues, make new connections, and come away with ideas you can actually implement for the benefit of your business and employees."
Karen Helten
Outside Counsel Senior Manager / Salesforce
Summit by the Sea 2024
We will notify first when we plan next summit.
Event Sponsors
We are proud to partner with our 2024 Summit sponsors.
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Explore the Summit Experience
In-Depth Roundtable Discussions
Professionally facilitated, executive-level conversations on the most pressing topics in the field.
Learn from the best
Exclusive speakers with many years of experience at the top positions in the industry.
Knowledge Sharing Paired with Fun
Interactive activities interspersed through the day to ensure that bonds are being built with peers.
Read what members are saying
Here are a handful of experiences who attended previous Summits
Summit By The Sea was one of the first conferences that I have attended where I got connected with industry peers that are responsible for making decisions on legal technology, process implementation, and finding solutions for similar pain points. The conference provided time for us to share insights and advice during roundtable discussions and hear industry trends from keynote speakers in different fields. Luckily, this is a smaller intimate conference that really allows you to build connections without feeling overwhelmed. I walked away with a different mindset and a better plan to drive efficiency with my law firms and legal technology.
LaTrece Johnson
Head of Legal Operations | Palo Alto Networks, Former Adobe LegalOps Manager
Summit By The Sea is the perfect convergence of Legal Operations and legal technology thought leaders from diverse backgrounds and disciplines. The program facilitates dynamic and engaged discussions via thought-provoking deep-dives that provide you with the tools you need to solidify your role as a strategic advisor to the business.
Shani Pipkin
Manager, Legal Operations | Pulte Group
Summit By The Sea was one of the best conferences I've been to. The speakers were top notch, the table discussions were well moderated and a great way to learn from peers. The location was stunning and I walked away with great new connections and people to learn from. I highly recommend attending this conference!
Karen Helten
Outside Counsel Senior Manager | Salesforce
Summit By The Sea is a unique experience to hear from and meaningfully interact with leaders in Legal Operations. You will learn, teach, and grow with your colleagues, make new connections, and come away with ideas you can actually implement for the benefit of your business and employees.
Angela Dougan Sherrer
VP & Chief Counsel, Data and Technology | Walmart, Frm Twitter
Summit By The Sea is where industry leaders come together and push one another to innovate. It's an incredible forum for sharing ideas within Legal Operations. There's little doubt that you will walk away challenged and encouraged that Legal Operations is an asset that can and will power your business forward."
Aaron Boersma
Spend Innovation Lead, LegalOps+ | Ford , fmr Google Finance
Discover Inspiring Keynotes, Engaging Panel Discussions, and Interactive Workshops
Summit by the Sea brings together industry leaders, experts, and innovators for a dynamic event filled with thought-provoking discussions, valuable insights, and practical strategies.
Join us to gain new perspectives, network with like-minded professionals, and take your career to the next level!
FAQs
Register nowThe Summit is for leaders in the Legal Operations field to connect with their peers and gain real value through professionally facilitated, executive-level conversations.
Yes, you do need to register for the Summit so that we know how many people are attending, etc. Please email us at colin@legaloperators.com if you have any questions about registering.
It is $799 for all early bird purchases. Otherwise, the cost to attend the Summit is $1299 after April 15.
Bummer! We hope to connect with you soon. Please join the membership to get access to other exclusive events, connect with us on LinkedIn, and subscribe to this newsletter to learn about upcoming programs!
Thank you for your interest. Please get in touch through this form and we will follow-up ASAP! Can’t wait to learn more!
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Thanks for your interest - we would love to tell you more! Please email Colin McCarthy at colin@legaloperators.com and we will help you out!
Highlights from the 2023 SBTS
SBTS23 was held from Sept 20-22 at The Ritz-Carlton Bacara in Santa Barbara.
