WHAT ATTENDEES ARE SAYING ABOUT
SUMMIT BY THE SEA 2022
SEPTEMBER 20 – 22, 2023
The Ritz-Carlton Bacara, Santa Barbara
8301 Hollister Avenue, Santa Barbara, CA, 93117
THE EXCLUSIVE NETWORKING AND KNOWLEDGE SHARING EVENT
FOR LEGAL OPERATIONS PROFESSIONALS
OUR VIP SUMMIT assures our attendees gain real value through connecting to the best and brightest thought leaders and decision makers in legal operations.
OUR UNIQUE ROUNDTABLE FORMAT builds in professionally facilitated, executive-level conversations that allow for meaningful information to be shared and lasting connections to be made.
ROUNDTABLE TOPICS 2023

AGENDA 2023
UPDATED August 17, 2023
Please Check Back for Additional Updates
DAY 1 | WEDNESDAY, SEPTEMBER 20, 2023
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
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
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
EVENT SPONSORS
We are proud to partner with our 2023 Summit sponsors.
(updated September 11, 2023)

is Planned and Hosted by Legal Operators
For Sponsorship Opportunities,
contact Colin McCarthy at Legal Operators
