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The Second Annual

Summit By The Sea Logo Type White
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Presented By

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WHAT ATTENDEES ARE SAYING ABOUT
SUMMIT BY THE SEA 2022

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 JohnsonHead of Legal Operations, Palo Alto Networks

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 HeltenOutside Counsel Senior Manager | Salesforce

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 SherrerVP & Chief Counsel, Data and Technology | Walmart

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 PipkinManager, 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 BoersmaStrategic Projects Lead, Global Affairs Finance (Legal) | Google

 SEPTEMBER 20 – 22, 2023 

The Ritz-Carlton Bacara, Santa Barbara

8301 Hollister Avenue, Santa Barbara, CA, 93117

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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

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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

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CLOSING Final Announcements & Wrap-up

EVENT SPONSORS

We are proud to partner with our 2023 Summit sponsors.

(updated September 11, 2023)

Summit By The Sea Type and Graphic Logo Blackis Planned and Hosted by Legal Operators

For Sponsorship Opportunities,
contact Colin McCarthy at Legal Operators

Legal Operators

PLEASE CHECK BACK FREQUENTLY AS WE WILL CONTINUE TO UPDATE THIS PAGE WITH SUMMIT AGENDA DETAILS.