Caroline Tsai

Executive Vice President, Chief Legal and Corporate Affairs Officer FIS

Agenda Day 1

11:55 AM PANEL DISCUSSION: SHARPENING YOUR PLAYBOOK – MODELS FOR TRAINING, ADOPTION, AND INTERNAL ENABLEMENT

Legal and compliance teams rely heavily on technology partners, but many under-leverage the support, expertise, and training their vendors can offer. This panel will unpack how to build high-value vendor relationships, from knowing what you can reasonably ask for to accessing and operationalizing vendor-provided educational resources. The session will explore how to systemize the flow of knowledge from vendor to internal teams, including models such as AI “champions,” structured onboarding programs, and scalable training pathways. Attendees will leave with practical strategies to ensure their vendors are true partners in adoption and long-term success.

- Learn what legal teams should expect (and request) from vendors, including training, documentation, integration guidance, success metrics, and ongoing education
- Home in on how to build repeatable processes that move vendor expertise into workflows and team-wide competence
- Determine the benefits of appointing internal champions and creating clear escalation paths for questions and continued learning

Check out the incredible speaker line-up to see who will be joining Caroline.

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