Day 2, July 23, 2025

8:00 am - 8:30 am REGISTRATION & COFFEE

8:30 am - 8:40 am OPENING REMARKS FROM THE CHAIRPERSON

8:40 am - 8:45 am LIVE POLLING

8:45 am - 9:05 am KEYNOTE: COMPLIANCE - IT'S ALL ABOUT THE RISK

Jay Cohen - Chief Compliance Officer, North America, QBE Insurance

For the last two decades, the compliance community has debated whether the compliance function should be part of the legal team or stand alone. This argument misses a critical point – Compliance is more than just identifying and interpreting laws and regulations. Compliance is in the business of managing risk. That is why a third approach is increasingly getting attention and acceptance – anchoring Compliance within an organization’s Risk Management function. This presentation will explore the reasons for this trend, provide an overview for the Compliance risk management function, and summarize the advantages to your organization from its adoption:


• Regulatory and other drivers supporting Compliance as a risk manager

• Incorporating the laser focus on risk within an overall compliance management framework

• Defining the new roles and skill sets needed

• Creating your company’s specific compliance risk profile

• Winning over your Board and executive leadership


As an integral part of every organization’s management of risk, Compliance will be an even more essential and appreciated contributor to how business gets done, with an

influence and impact that far exceeds its “legal” role.

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Jay Cohen

Chief Compliance Officer, North America
QBE Insurance

9:05 am - 9:35 am PRESENTATION: PROMPT LIKE A BOSS – AI FOR IN-HOUSE LEGAL TEAMS

Cecilia Ziniti - CEO & Co-Founder, GC AI

AI is like a smart, fast intern who can read and recall every legal document to provide polished drafts, contract reviews, legal research, and comms with a depth of analysis

and style that matches your team’s. Once you learn how to provide the right instructions with AI prompting, your 24/7 AI copilot will become your secret weapon. Whether you’re just starting with AI or already using it daily, you’ll leave with levelled-up skills.


• Cut routine work by up to 50%, freeing your team for legal strategy

• Elevate work quality across legal specialties and roles

• Create shareable team prompt templates for common legal tasks

• Build workflows tailored to your industry and company goals

• Maintain confidentiality while maximizing productivity

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Cecilia Ziniti

CEO & Co-Founder
GC AI

9:35 am - 10:20 am PANEL DISCUSSION: EARLY ADOPTERS – THE INTENDED AND UNITENDED IMPACT OF GENERATIVE AI ON YOUR LEGAL TEAM

Noreen Fierro - Chief Compliance Officer, Principal Financial Group
Tariq Hafeez - Co-Founder and Co-CEO, LegalEase Solutions

As AI continues to reshape the legal industry, in-house teams face the challenge of leveraging cutting-edge technology while maintaining the irreplaceable value of human judgment and ethical considerations. The current state of legal AI tends to spook attorneys and is believed to not be trustworthy to work autonomously. Early adopters of legal AI have flourished, finding a myriad of benefits not always found on the label. Although they have been keen to adopt these tools, hear how they continue to manage the risks and balance the efficiency gains. 

  • Hear how tech-forward legal teams are taking a human-centric approach to technology to maximize its potential in improving efficiency 
  • Discuss the multidisciplinary teams required to maximize the value of these teams. From lawyers, AI specialists and prompt experts?
  • Explore whether keeping a human in the loop is always necessary and which part of the process utilizes these workflows 
  • Hear how legal teams are approaching fully autonomous AI solutions in their legal team and how they manage the risks associated. 
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Noreen Fierro

Chief Compliance Officer
Principal Financial Group

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Tariq Hafeez

Co-Founder and Co-CEO
LegalEase Solutions

10:25 am - 10:55 am THINK TANK (PRE-REGISTRATION): MEASURING SUCCESS - BENCHMARK YOUR LEGAL AND COMPLIANCE KPIS
Ben Leibman - Vice President and General Counsel - Oilfield Services & Equipment, Baker Hughes

In an era of increasing operational scrutiny and strategic business alignment, in-house legal teams must demonstrate tangible value and operational excellence. This interactive session brings together you and your peers of in-house legal and compliance teams to critically examine, compare, and validate key performance indicators that effectively measure your department’s performance. 

  • Explore comprehensive frameworks for in-house legal and compliance departments 
  • Share real world measurement approaches and challenges and the data necessary for these to be actionable
  • Develop collaborative insights into performance evaluation methodologies and how to implement these in your team


Bring along your KPIs to compare and contract with the group. Explore how others measure their KPIs differently and what the consensus is for the most effective performance measures

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Ben Leibman

Vice President and General Counsel - Oilfield Services & Equipment
Baker Hughes

10:25 am - 10:55 am 1:1 BUSINESS MEETINGS

11:00 am - 11:30 am ROUNDTABLE: SEC AND FCA REGULATED ENTITIES

11:00 am - 11:30 am 1:1 BUSINESS MEETINGS

11:35 am - 12:05 pm THINK TANK (PRE-REGISTRATION): POWER OF A PLATFORM – MAXIMIZING YOUR RESOURCES WITH INTEGRATED TECHNOLOGY
Patrick Ryan - Strategic Enterprise Account Executive, Litify
Kelsey Failla - Enterprise Account Executive - ELM, Litify

To proactively deliver the most value, you need an end-to-end understanding of your legal operations and resources, both internal and external. As corporate legal departments try to keep up with never-ending new matters and ever-evolving regulatory activity and law firm dynamics, they’re turning to integrated technology to centralize and automate their legal work. Share and discuss how an integrated platform like Salesforce can help maximize efficiency and resources from intake to billing while driving results and optimizing spend.

  • Setting the Foundation: What do your existing legal intake, matter management, and eBilling processes look like today? Do you have a method for handling and tracking the entire process from start to finish?
  • Better Together: How do you identify whether to handle a matter internally and externally? How do you work with outside counsel in your systems and processes today?
  • Big Wins: What benefits and efficiencies can you expect from integrating intakes, matters, and billing into an integrated technology like Salesforce?
  • Uplevel with AI: What does it look like to incorporate AI into your platform and processes? Where are we headed next?
  • Continuous Improvement: How do you continue to optimize your operations and continually evolve your systems and processes with changing business needs and requirements?


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Patrick Ryan

Strategic Enterprise Account Executive
Litify

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Kelsey Failla

Enterprise Account Executive - ELM
Litify

11:35 am - 12:05 pm 1:1 BUSINESS MEETINGS

12:10 pm - 12:55 pm ROUNDTABLE 1: FROM CHAOS TO CLARITY – UNLOCKING BUSINESS INSIGHTS FROM UNSTRUCTURED LEGAL DATA
Robert Flint - VP of Sales and Customer Strategy, ContractPodAi
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Robert Flint

VP of Sales and Customer Strategy
ContractPodAi

12:10 pm - 12:55 pm ROUNDTABLE 2: NEXT-GEN ENTITY MANAGEMENT - INTELLIGENT, INTEGRATED, INSIGHTFUL
Tom Racicot - Executive Vice President, Sales, Computershare
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Tom Racicot

Executive Vice President, Sales
Computershare

12:55 pm - 1:55 pm LUNCH

1:55 pm - 2:25 pm THINK TANK (PRE-REGISTRATION): THIRD-PARTY DATA SHARING – DEFENDING YOUR ORGANISATION AGAINST THIRD PARTIES MISUSE OF COMPANY DATA
Carla Otterson - Deputy General Counsel, Health Law, Sutter Health

In today’s data-driven business landscape, companies increasingly rely on third-party service providers to handle sensitive information such as privileged knowledge with your law firms and accounting data for your payroll vendors when leveraging AI tools. This collaborative session will equip you with knowledge and allow you to discuss the strategies needed to effectively manage these relationships and mitigate associated risks. 

  • Explore the various contracts you and your peers have to protect your company’s interests
  • Discuss how others are conducting thorough risks assessments and due diligence that is agile to adhere to evolving policies and regulations
  • Share robust accountability measures and documentation practices to ensure your data is not mistreated


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Carla Otterson

Deputy General Counsel, Health Law
Sutter Health

1:55 pm - 2:25 pm 1:1 BUSINESS MEETINGS

2:30 pm - 3:00 pm COFFEE BREAK & NETWORKING

2:30 pm - 3:00 pm 1:1 BUSINESS MEETINGS

2025 will see the rise of generative AI applications being built, purchased and rolled out across all organizations, whether they be used for administrative, creative or legal purposes. As such, legal and compliance teams are entering uncharted territory, grappling with a myriad of complex challenges including legal, compliance, business and ethical risks from transparency of AI decision-making in your own company and your suppliers, potential biases, data privacy concerns, intellectual property rights and the complex nature and absence of clear regulatory frameworks. You will leave this fireside chat empowered to transform from reactive risk managers to strategic advisors in your organization’s AI journey whilst still encouraging experimentation and innovation. 

  • Hear how a range of different organizations are entering the legal and compliance era of generative AI across the USA
  • Explore how legal and compliance teams have developed adaptive AI policies that remain relevant amidst rapid technology advancements and evolving regulatory landscapes both national and international 
  • Implement robust risk assessment methodologies specifically tailored for AI applications, helping identify potential legal pitfalls before they materialize
  • Establish clear guidelines for ethical AI use that align with corporate values and societal expectations, mitigating reputational risks associated with AI misuse
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Paolo Berard

Chief Compliance Officer and Assistant General Counsel
NRG Energy

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Isabel Duffy

SVP, Chief Ethics and Compliance Officer
Merck Co

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Alexander Arato

SVP, Deputy General Counsel, Global Head of Privacy & Cyber Security
Endeavor

4:15 pm - 4:25 pm KEY TAKEAWAYS AND CLOSING REMARKS FROM THE CHAIRPERSON