Sponsors: 

Session I: Leveraging Information Governance for Compliance and Risk Management in Law Firms

Presentation Summary: With increasing regulatory pressures and evolving client demands, law firms must implement an effective information governance (IG) framework to manage data, ensure compliance, and mitigate risk.  This session will explore how contemporary IG practices enable firms to remain compliant with outside counsel guidelines while improving information access to those with rights.  Using insights from Mattern’s 2024 Information Governance Survey, we will discuss common challenges, practical solutions, and industry best practices that law firms can adopt to stay ahead.

Key Takeaways:

• Explore the Role of IG in Risk Management: Understand how an effective IG program helps manage cybersecurity and data retention risks.
• Identify Key Components of an IG Framework: Learn practical approaches to develop policies addressing both physical and electronic records while complying with client guidelines.
• Overcome Data Sprawl and Compliance Gaps: Gain insights on how law firms can streamline unstructured information and improve enforcement across electronic repositories.

Speaker: Nathan Curtis, IGP

Nathan Curtis, IGP, a Lean Six Sigma Yellow Belt, brings over 25 years of experience working with law firms in the U.S., Canada, and overseas in developing industry-first solutions across Information Governance, eDiscovery, Digital Imaging, and traditional Office Services. As a consultant for Mattern, Nathan is focused on emerging technologies and their application in the legal environment, driving results through Mattern’s customized RFP process, and overseeing service, technology, and policy implementations.

Session II:  Beyond the Buzz: A Leader's Playbook for AI in Legal Administration

Presentation Summary: Generative AI is no longer on the horizon; it's on your desk, creating both immense opportunity and significant risk. This session cuts through the hype to deliver a practical, administrator-focused playbook for leading your firm's AI strategy. Join nationally recognized LSU Law Professor Tracy L. M. Norton to learn how to move from a reactive posture to a proactive plan, empowering you to manage risk, guide investment, and build a future-ready firm.  

Key Takeaways:

• A practical checklist to evaluate AI vendors, avoiding costly "tool sprawl."
• The non-negotiable components of an AI policy that protect your firm, your clients, and your staff.
• A tiered framework for training your entire team, turning AI anxiety into a strategic capability.
• A clear understanding of how GenAI actually works to mitigate the primary risks of "hallucinations" and factual errors.
• An action plan to create immediate and strategic momentum on AI adoption in your firm.

Speaker: Tracy Norton

Tracy L.M. Norton joined the LSU Law faculty in 2022 and holds the Erick Vincent Anderson Proffesorship.  Prof. Norton is an accomplished legal educator and scholar whose contributions to the fields of legal communication and pedagogy since 1997 span a number of topics related to legal communication and technology-leveraged law practice and legal education.  Prof. Norton is currently researching and writing about generative AI literacy as a component of a complete legal education and as a component of professional identity formation within the legal profession.

MENU:

Breakfast 8 a.m.

Assorted Sliced and Whole Fruit
Scrambled Eggs
Crispy Bacon/Sausage
Southern Style Grits and Potatoes
Assorted Breakfast Breads

Lunch (Grab & Go) - Select @ Registration, each includes Chips and Cookie

Muffuletta
Chicken Salad Sandwich
Caprese Sandwich

CLM CREDIT

Session 1:
CLM^® Application Credit: 1.5 hours of Information Technology
CLM^® Application Credit for Functional Specialists: 1.5 hours in the subject area of Operations Management towards the additional hours required of some Functional Specialists to fulfill the CLM application
CLM^® Recertification Credit: 1.5 hours in the subject area of Operations Management

Session 2:
CLM^® Application Credit: 1.5 hours of Information Technology
CLM^® Application Credit for Functional Specialists: 1.5 hours in the subject area of Operations Management towards the additional hours required of some Functional Specialists to fulfill the CLM application
CLM^® Recertification Credit: 1.5 hours in the subject area of Operations Management