GLOBAL LPO CONFERENCE NYC SCHEDULE

Day 1

Wednesday June 15, 2011 – Hotel Grand Hyatt, NYC, NY, U.S.A.

7:45-8:15 AM

Registration and Breakfast Meetings

8:15-8:30 AM

Chairperson's Opening Remarks

Pankaj Parnami, Founder Director, KPO Consultants

8:30-9:30 AM

Panel Discussion Are We Ready for Legal Offshoring – Law Firm & General Counsel Perspective

  • Assessing LPO contribution to a corporate legal department
  • General Counsels’ apprehensions when offshoring legal work; what factors should they consider?
  • What prevents GCs from offshoring?
  • Establishing the trust and collaboration necessary for a mutually beneficial LPO relationship
  • Success stories and lessons learned
  • Boundary less offshoring - Are we ready to think beyond brand INDIA!


Steven C. Bennett, Partner, Jones Day

Jim Boeckman, President, Right Tasking Consulting

David A. Talley, Global Counsel, Panasonic Electronics Ltd.

Gary Hanley, Senior Vice President, Invest Northern Ireland


9:30-10:15 AM

Presentation – How the LPO Industry Is Relevant for U.S.A. Buyers

  • The why and how of offshoring
  • 3Ps people, performance, price
  • Business models
  • What is the future for the LPO industry?
  • Sourcing legal and legal support services

David Perla, Co-CEO, Pangea3

10:15-10:45 AM

Networking Break

10:45-11:30 AM

Legal Outsourcing : Ethical and Legislative Issues

  • Keep up to date with developments from relevant regulatory bodies on both sides of the Atlantic (ABA, Law Society and SRA)
  • Ensure compliance with appropriate legislation impacting on U.S.A. lawyers' ability to outsource legal work
  • Avoid aiding and abetting the unauthorized practice of law or permitting your LPO provider to undertake “reserved activities.” Complying with the duty to supervise
  • Address the scope and limitations of required confidentiality agreements and conflict checks

Mark Ross, Vice President - Legal Services, Integreon Managed Solutions

11:30-12:15 PM

Legal Outsourcing as Compared to Other Outsourcing Services

  • Analyzing global sourcing trends
  • Revenue and Cost Analysis
  • Increased competitive advantage
  • Role of IAOP with regards to Legal Outsourcing Industry

Michael F. Corbett, Chairman & Chief Strategy Officer, International Association of Outsourcing Professionals 

12:15 PM-1:15 PM

Networking Lunch

1:15-2:15 PM

Panel Discussion Expanding the Legal Support Services Beyond Boundaries - Dawn of the LPO

  • Scope of LPO operations in countries like South Africa, Philippines, Argentina, India, Mexico and others
  • A perspective from U.S.A. private practice - an overview of the attitudes of US law firms and the prevailing scenario; Is it just for the biggest firms? Experience to date and a forecast for the future of LPO in the U.S.A.
  • Growth and future prospects of LPO industry

David Holme, Director, Exigent LPO


Peter Pantaleo, Partner, DLA Piper



James P. Duffy, Managing Partner, Berg and Duffy LLP

2:15-3:00 PM

Presentation – The Importance of Outsourcing to the Right Provider i.e. Selecting the Right Provider Topic

  • Selection of right provider - GC perspective
  • Analyzing past records of the Vendor
  • Manpower – specialized workforce arrangements
  • Vendorship vs Partnership model

Abhi Shah, CEO & Managing Director, Clutch Group



3:00-3:30 PM

Networking Tea

3:30-4:15 PM

Case Studies: Global Industry Analysis and Selection of Right LPO Vendor; Why Outsourcing Relationships Fail

  • Global industry analysis
  • What and What not to outsource
  • Buyers’ need analysis
  • Challenges for law firms
  • Some considerations before outsourcing
  • Strategies - Creating LPO Business Models

Pankaj Parnami, Founder Director, KPO Consultants




4:15-5:00 PM

Strategic Planning, Development and Implementation of Legal Services for Global Corporations

  • Requirement of legal Services for Global Corporations
  • Planning and development of strategies
  • Implementation of strategies

David A. Talley, Global Counsel, Panasonic Electonics Ltd




5:00-5:10 PM

Closing Remarks

Day 2

Thursday June 16, 2011

8:30-9:00 AM

Registration and Breakfast Meeting

9:00-9:30 AM

Case Study: A Sketch of Law Firm Experience of Outsourcing Document Review and Other Legal Services


Peter Pantaleo, Partner, DLA Piper

9:30-10:15 AM

Presentation – Building and Maintaining Client Relationships – LPO Perspective

  • Cost-effective exercise which contributes to productivity and efficiency
  • Vendors' commitments to maintaining confidentiality of information
  • Manpower – specialized workforce arrangements
  • Quality of services in preferred turnaround time

Kunoor Chopra, Senior Vice President, UnitedLex Corporaton



10:15-10:45 AM

Networking Tea

10:45-11:45 AM

Presentation - Redesigning the Global Modern Law Firm : Responding to Corporate Purchasing Strategies

  • Purchasing strategies of a corporate organization
  • Restructuring of law firms to global modern law firms
  • Connect with LPO industry
  • Pros and cons

William Bierce, Co - Founder, Bierce & Kennerson P.C.

Jim Boeckman, President, Right Tasking Consulting

Jerome Kowalski, Founder, Kowalski & Associates

11:45 AM-12:30 PM

Going Digital for a Distinct Competitive Advantage

  • Practical Solutions for Meeting Expectations of a Mobile-Ready Client Base
  • The Resulting Content IT and Process Benefits

Dev Ganesan, President & CEO, Aptara Inc



12:30-1:00 PM

Presentation Present to Future Global Legal Industry

  • The NYSBA/ABA Perspective on LPO
  • Acceptance by firms - pros and cons
  • Implications on the legal Profession
  • Current scenario and future need analysis - Can the law firms become larger buyer segment?

Stephen P. Younger, President, NYSBA

1:00-2:00 PM

Networking Lunch

2:00-2:45 PM

Panel Discussion E-Disclosure Importance of Approaching an LPO vendor During Early Case Assessment

  • Best practices of e-discovery and increased control over e-discovery process
  • Indentifying the pros and cons of outsourcing an e-disclosure process before entering into legal proceedings
  • Training LPO staff on e-disclosure to leverage the accessible talent pool
  • Administration of litigation support system
  • Disclosure obligations, preservation, retrieval and organization of the documents and data to facilitate reviews for disclosure and investigatory purposes

David L. Stanton, Partner, Pillsburry Winthrop Shaw Pittman LLP


Andrew Goodman, Executive Director of Litigation Services, QuisLex Inc

2:45-3:30 PM

Presentation – Information and Technology Requirements of a Successful Legal Offshoring Set Up

  • Finding trained staff on required technology
  • Examining basic mechanics of linking buyers and vendors
  • Key role of information technology in LPO industry; How to source it
  • Understanding litigation management via LPO – both as an on-going business service as well as a point solution for actions brought in relation to conventional transactional business

David Kinnear, Co-Founder & Partner, GSSOCX



3:30-4:00 PM

Networking Tea

4:00-4:45 PM

Presentation Managing Risk in the Cross Border Outsourcing Relationship












  • Degree of outsourcing
  • Overlapping of outsourcing and offshoring
  • Mapping of risks to solutions
  • American Buyers Perspective and strategies to be built up

Jill Vacchina Dobbs, Director of Membership Services, Sourcing Interest Group

Kaviraj Singh, Founding Partner, Trustman & Co. 

4:45-5:00 PM

End of Conference and Thanking Note