Third Annual

Summit by the Sea 2024

The exclusive networking and knowledge sharing event for Legal Operations professionals

Register now
Legal Operators Background Lines

About SBTS

Day 1

WEDNESDAY, SEPTEMBER 20, 2023


10am-1pm
 Registration
12pm-1pm  Lunch
1pm-5pm  Program
6pm-9pm  Dinner

__________

KICK-OFF KEYNOTE: Resilience

Dave Rozelle, Director Of Operations, South Carolina Department of Veterans’ Affairs
Author, Back in Action

FRAMING SESSION: Scaling Your Legal Team

  • Akshay Verma, Director, Head of Legal Operations, Coinbase
  • Susan Packal, Head, Global Legal Operations, Atlassian

ROUNDTABLE DISCUSSION

PANEL DISCUSSION: AI and Technology’s Role in Legal

Moderator: Llyod Johnston, CEO, Chief Legal Executive, LLC

PANEL

  • Phyllis Turner Brim, Deputy General Counsel, Innovation and Brand Protection, HP
  • Leo Murgel, SVP & COO, Legal and Corporate Affairs, Salesforce
  • Casey Flaherty, Co-Founder and Chief Strategy Officer, Lex Fusion

__________

DINNER at Bacara

Day 2

THURSDAY, SEPTEMBER 21, 2023


8am  
Breakfast
9am-5pm  Program
6pm-9pm  Dinner

__________

KEYNOTE:  Unstoppable

Rich Bracken, Emotional Intelligence Expert

FRAMING SESSION: Knowledge Management

  • Rebecca Bullard, Director, Global Legal Operations & Innovation, Former NBC

ROUNDTABLE DISCUSSION

FRAMING SESSION: Harnessing the Power of Data

  • Erik Perez, Central Legal Operations Officer, Legal Services Global Operations, Shell USA, Inc
  • Charisma Starr, VP, Legal Discovery Technology Strategy and Innovation, JP Morgan Chase

ROUNDTABLE DISCUSSION

LUNCH

KEYNOTE: Impact of Interpersonal Trauma in Legal

  • Maria Parker, Trauma Informed Care & Insight Consulting
  • Greg Kaple, Principal of Legal, Regulatory & Compliance Strategy, Kaiser Permanente

__________

FREETIME

DINNER  Ocean Terrace

Day 3

FRIDAY, SEPTEMBER 22, 2023


8am  
Breakfast
9am-1pm  Program

__________

FRAMING SESSION: Optimizing Tech Stack

  • Rajan Gupta, Senior Director Legal Technology & Operations, Synopsys
  • Sadia Ali, Senior Director Legal Operations, UST

ROUNDTABLE

PANEL DISCUSSION: Avoiding Being the Hero in a Legal Ops Role

Moderator: Kevin Cohn, CCO, Brightflag

PANEL

  • Jonathan Johnson-Swagel, CLO Operations Manager, Uber
  • Angela Mendenhall, VP Legal Operations, Convoy
  • Sarah Starr, Director of Legal Operations, Generate Capital

__________

CLOSING Final Announcements & Wrap-up

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 -12:45pm Registration and Welcome Lunch
  • 1:00 -1:15pm Opening Words
  • 1:15 - 2:00pm  The Generative AI Maturation Curve: Separating Sense from Nonsense - Casey Flaherty
      • 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.
  • 2:00 - 2:45pmAutomation Workshop - MyLegal
  • 2:45 - 3:15pm AI Debate: Underhyped or Overhyped?
  • 3:30 - 4:15pmAdapting to Change: The Path to Transformation - Charisma Starr and April Holcomb
  • 4:15 - 5:30pm Roundtable and Reports - Change Management
Day 2 - Thursday, September 26th

  • 9:00 - 9:45am - Driving Legal Excellence: Strategic Integration of KM and Data Visualization - Jonathan Stark and Adina Newman
  • 9:45 - 11:00am - Roundtable and Reports on Data and Knowledge Management
  • 11:15am - 12:00pm - Innovation During M&A: Practical Lessons and a Case Study - Raj Gupta
  • 1:00 - 1:45pm - Speaker Series: John McNamara
  • 1:45 - 2:30pm - The Price of Advice: Can Law Firms Deliver Value Without Breaking the Bank? Building Strong Client Relationships Through Pricing - Juanita Luna and Panel
  • 2:30 - 3:45pm - Roundtable and Reports - Outside Counsel Management and Pricing
  • 4:15 - 5:00pm - Beyond the Silence: The Impact of Untold Stories - Anne Graue and Fatima Hussain
Day 3 - Friday, September 27th

  • 9:00 - 9:15am - Compensation Survey Breakdown - Kevin Cohn
  • 9:15 - 10:30am - Legal Pitch Workshop
  • 10:30 - 11:00am - Future of Legal Ops: Predictions
  • 11:00 - 11:15am - 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

$799 (Early bird). $1299 after May 21.
Sep 25-27, 2024 | Starts at 10AM PST
9700 N Torrey Pines Rd, La Jolla, CA 92037
Register now

Can't join this time?

Alert set! We will notify first when we plan next cos summit.
Oops! Something went wrong while submitting the form.

Event Sponsors

We are proud to partner with our 2024 Summit sponsors.

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 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 HeltenKaren Helten

Karen Helten

Outside Counsel Senior Manager | Salesforce

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 JohnsonLaTrece Johnson

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 PipkinShani Pipkin

Shani Pipkin

Manager, Legal Operations | Pulte Group

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 BoersmaAaron Boersma

Aaron Boersma

Spend Innovation Lead, LegalOps+ | Ford , fmr Google Finance

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 SherrerAngela Dougan Sherrer

Angela Dougan Sherrer

VP & Chief Counsel, Data and Technology | Walmart, Frm Twitter

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!

Who is Summit by the Sea for?

The Summit is for leaders in the Legal Operations field to connect with their peers and gain real value through professionally facilitated, executive-level conversations.

If I'm a current Legal Operators member, do I need to register?

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.

What is the cost of Summit by the Sea?

It is $799 for all early bird purchases. Otherwise, the cost to attend the Summit is $1299 after April 15.

Sadly, I can't make it to the Summit. What are my options?

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!

I’m a speaker and would like to pitch a talk for the Summit. How can I do this?

Thank you for your interest. Please get in touch through this form and we will follow-up ASAP! Can’t wait to learn more!

Where can I sign up for the Summit?

Just head over to this ticketing page to sign up! 

I’m interested in sponsoring the Summit. How can I set this up?

Thanks for your interest! Please use this form to get in touch with us!

I’d love to get more information about the Summit. How can I do that?

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!

Insights from real legal operators
A weekly newsletter with tips, trends, upcoming events, and the latest information in legal technology.
No spam, ever. Just real, authentic content. Privacy Policy.
Thank you! You'll receive the next edition soon 🎉!
Oops! Something went wrong while submitting the form.