scottsdale, az - mitratech · tips you want to share! panel: best practices to onboard new users...

17

SCOTTSDALE, AZ

September 18 – 21, 2017

CONFERENCE SESSIONS

2

I N T E R A C T 2 0 1 7 — A N E W P E R S P E C T I V E

SESSIONS

S.A.F.E.R. Framework: Aligning EHS With Boardroom Strategy

Organizations can no longer ‘do the bare minimum’ to achieve compliance, avoid fines and prosecution, and prevent loss of reputation. Forward-thinking companies realize there is a lot more that the organization, and EHS departments in particular, can do in moving from tactical, compliance-focused EHS management to a more strategic approach aligned with operational risk management and operational excellence, aimed at reducing overall business risks. This session will help guide you on how align your EHS priorites with company gorals and strategic boradroom objectives.

5 Critical Stages of Policy Management

Effective policy management is more than writing and publishing. Without the proper processes in place to enforce, track, and audit an organization's policies, companies are prone to severe penalties by failing to meet compliance and regulatory requirements. Most companies have a system in place to establish policies, and communicate them via email, intranet, or memo board. However, arguably the most important element of policy management, occurs after a policy is deployed. This session will lay out the five critical stages to drafting, deploying, and managing a policy program at your organization..

Building the Business Case for Your ROT: Return on Technology

Legal departments are being asked to take on more strategic work than ever before, and you have identified that technology can play a key role in helping tackle new challenges and expand. Now you are being asked to build the business case to justify the expense of that technology. You know the investment you are considering will make the department more efficient and reduce costs, but by how much? And how do you get buy in from the rest of the organization? Join Mitratech legal department expert Steven O'Donnell as he shows you how to prove ROT - Return on Technology. Steven has helped legal departments just like yours build out the business cases they need to justify investments using proven best practices. Attendees should come with challenges they have faced, will learn how to create their own tools, including specific examples to take with them to prove value.

Beyond the Metrics Plateau: New Frontiers in Incident Management

Too many organizations find themselves in a situation where improvements in incident rates have hit a plateau especially with regards to serious injuries and fatalities. A panel of HSE professionals and industry experts could discuss the reasons for the incident rate metrics plateau and discuss how innovative technologies can – or can’t – deliver further improvements in incident rates. Candidates for consideration include mobile apps for incident reporting, internet-connected wearable safety vests and digital risk assessment tools.

*Sessions are subject to change

SESSIONS

Bridging the Gap Between Legal, Compliance, and Operational Risk

This session will look into best practices for how legal, compliance and operations can work in tandem to reduce risk and improve results across the organization. Hear from expert panelists on how their businesses are organized and structured, what works and what doesn’t, and how and when to invest and utilize technology. Attendees will walk away with tips, tricks, and gain recommendations for areas of improvement.

Getting to the Core: How the Core Competencies are Evolving to Meet the Needs of the Changing Corporate Legal Department

Corporate legal departments are changing as the convergence of legal and compliance has become inevitable. More than ever, General Counsel are working closely with, if not acting as, Chief Compliance Officers. Attendees of this session will gain insight into this evolving arena, discuss how they have been planning for this change, understand how CLOC's core competencies affect our overall thinking, and take home actionable best practices to apply today.

Roundtable of the Future: Artificial Intelligence and Machine Learning

Artificial intelligence and machine learning are being talked about everywhere, including legal. This roundtable, led by Mitratech technical experts, will be an open discussion to see what the general awareness is, if there are any specific tools leveraging these technologies being considered, and what people think the future of legal might be like when there is "smart software" everywhere.

Beyond the Metrics Plateau: New Frontiers in Incident Management

Too many organizations find themselves in a situation where improvements in incident rates have hit a plateau especially with regards to serious injuries and fatalities. A panel of HSE professionals and industry experts could discuss the reasons for the incident rate metrics plateau and discuss how innovative technologies can – or can’t – deliver further improvements in incident rates. Candidates for consideration include mobile apps for incident reporting, internet-connected wearable safety vests and digital risk assessment tools.

Calling All Paralegals (A Roundtable)

All paralegals, no matter what you use, would benefit from this session. A popular session at Interact 2016, this session will provide attendees the chance to discuss specific issues currently experiencing as well as best practices. Come prepared to ask your peers about any issues and bring tips you want to share!

Panel: Best Practices to Onboard New Users

Training new users in both your company's business process and how to use your software to support this process can be a time-consuming and complex task. What kinds of techniques help streamline the onboarding process for each role leading to 100% adoption (training, documentation, shadowing, etc.)?

3


SESSIONS

Do's and Don'ts for Data Management & Information Governance

Data is the lifeblood of organizations and the key component of litigation, regulatory, compliance, and internal investigations. What do organizations need to know about what best practices they should employ and what mistakes to avoid. Key points that will be discussed are: How can your organization optimize data management to jumpstart identification and collection of data needed for compliance and litigation matters? What additional considerations around privacy and data security should be con-sidered as you set up or remediate your data environment? How can you jumpstart your e-discovery response to avoid running up against deadlines and adversarial opposing counsel?

Planning Your TeamConnect Upgrade Strategy

If you are planning on upgrading TeamConnect from your pre-4.0 environment, this session is for you! Administrators and IT personnel will learn more about the processes, best practices, and tips necessary for a successful upgrade. This technical session will ensure you are ready with an upgrade strategy to take home to your organization.

Upgrading TeamConnect: The Value and Benefits

Aimed at business users and stakeholders, this session will review upgrading TeamConnect for its non-technical users. It will cover new features added in each release since 3.x, an overview of the Upgrades

Included program, and best practices for upgrades.

TeamConnect Roadmap: Now and Later

Mitratech's Product Management team will showcase TeamConnect's product roadmap. This will include what is to come in the near future and what to look forward to in the coming years. Users will also get the chance to ask questions of the team and provide their direct input.

TeamConnect 5: Features and Creative Use

TeamConnect got a facelift with the recent release of TeamConnect 5. While the new colors are exciting, there are also some new features that can be creatively used to enhance the user experience. Attend this session to learn some tips and tricks to get the most of your TeamConnect upgrade.

Open Mic Night – TeamConnect This session will open the floor to all TeamConnect attendees, allowing them to ask their toughest questions, obtain insight from their knowledgeable peers, and hear first-hand feedback from Mitratech's TeamConnect experts.

Moving Towards a Paperless Legal Department

Many organizations have now gone paperless. What are the pros and cons of making this big step? What are the processes involved for a successful transition? Hear these best practices and more in this session on making you a paperless legal department.

4



SESSIONS

The Great Migration: From Corridor to Collaborati

Attend this session to prepare for the great move from Corridor to Collaborati. eCounsel users will leave with the materials and planning information necessary for a successful move.

Mitratech Hosting Overview There are many benefits to utilizing Rackspace, Mitratech's hosting provider. Hear all this and more as Mitratech's hosting team reviews these benefits,the upgrade process currently in place, and the change control process.

eCounsel Roadmap: Now and Later Mitratech's Product Management team will showcase eCounsel's product roadmap. This will include what is to come in the near future and what to look forward to in the coming years. Users will also get the chance to ask questions of the team and provide their direct input.

The Basics of Analysis Center This technical session for eCounsel and Secretariat users will show the in's and out's of Analysis Center 4.1. Attendees will leave with knowledge on the enhancements made and how to take advantage of each one.

Analysis Center Formulas for the Very Advanced User

For the more advanced Analysis Center users, attendees will learn how to use some of the more advanced functions. For example, successfully use the Where, and Previous, and StdDev functions.

Unlock (Document) Vault Secrets We are unlocking the vault secrets.... Document Vault, that is. Attend this session for an in-depth review of its features and functionality. Learn how to put each one to use and ask our Document Vault expert your toughest questions.

eCounsel: You can View Your Bill in Viewabill!

Legal departments and law firms continually express a desire to improve relationships by becoming more collaborative and transparent on legal spend, yet they lack a common language to communicate with each other. Disputes over the time spent on matters, the timekeepers, and their corresponding rates and charges happen well after the actual work is completed. With Viewabill, in-house legal teams are able to leverage the same data source as their law firms, and use that real-time insight to proactively monitor progress and analyze trends. Attend this session to explore the new integration between eCounsel and Viewabill.

Linking to Your Office With Office Link – for eCounsel

This session, presented by our Product Management team, will showcase eCounsel's newest Office Link features and funtionalities. Attendees will also discuss best practices for user adoption and expansion into their department

5


SESSIONS

Get in Touch With eCounsel & Secretariat Support

The conference is over, you are back in the office, and now you have a question about how to get a specific feature to work. What do you do? This session will introduce you to the eCounsel and Secretariat Support teams, provide the processes for getting in touch with them, and show you how they can help.

Open Mic Night – eCounsel This session will open the floor to all eCounsel attendees, allowing them to ask their toughest questions, obtain insight from their knowledgeable peers, and hear first-hand feedback from Mitratech's eCounsel experts.

Everything you Need to Know About Stakeholder Commitment & Regulatory Change Management

This session will cover the logical flow of commitments from the source through the evidence of compliance. The speaker will discuss points such as understanding actionable commitments, integrating with regulatory data sources, and managing changing commitments.

Data Protection and Governance: Part 1

This two part session will kick-off with a discussion of the regulatory challenges around Data Protection for global enterprises.

Data Protection and Governance: Part 2

The second part of this two part session will discuss how Risk Management, Policy Management, and Information Management can be used together as part of an effective program to comply with Data Protection obligations.

Responsibilities Mapping as a Cornerstone of Corporate Governance

This session will review best practices and regulatory reasons (for example: SMR) why formal responsibilities mapping is essential for Corporate Governance.

The Flow of Risk Management

This session will dive deep into how risk management touches every area of an organisation, from corporate objectives to operational events to legal matter. It will also cover the importance of having an understanding of how risk management ensures that an organisation reduces the adverse impact of events across their whole business.

Policies are Living Documents Organizations need to evidence that their policies are kept in line with regulatory change and other factors. It can be difficult to keep track of when a policy was last reviewed, who reviewed it, what the suggested changes were, and who gave final approval. This links into ensuring approved polices are then distributed to the appropriate employees. Attend this session to learn how to avoid these headaches with a simple policy management solution.

6



SESSIONS

Risk Assessment Levels – Roundtable Attendees of this session will join the discussion and share their thoughts on the RACI on Risk Assessments, what is collected, and more.

Lawtrac Roadmap: Now and Later

Mitratech's Product Management team will showcase Lawtrac's product roadmap. This will include what is to come in the near future and what to look forward to in the coming years. Users will also get the chance to ask questions of the team and provide their direct input.

Lawtrac 4.2 – Latest New Features and Enhancements

This technical session will walk users through the recently released Lawtrac 4.2. Learn about the new features and enhancements and how to apply them to your every day use, and be sure to come prepared with questions for our product experts.

Tips and Tricks for Using Lawtrac Report Writer

Learn the ins and outs of the Lawtrac Report Writer in this how-to session. Attendees will learns tips and tricks to apply for successful reports, including end-to-end creation of key reports.

Making the Move to the Collaborati e-Billing Portal

This informative session will cover both the change management and technical details of switching from the Lawtrac e-billing portall to the Collaborati ebilling portal. Questions that will be addressed include: What and how do I communicate this change to my firms? How do I map firm and TKs in Lawtrac? What are the major differences between the Lawtrac portal and the Collaborati portal?

Self Service Portal – Serving You Well

Lawtrac's Self Service Portal can be an extremely helpful feature for those who have adopted it and use it well. Attend this session to hear best practices from both the Mitratech team and your peers.

Lawtrac: Client Use Cases Roundtable

In this session users will be presented with some of the Client Success Use Cases that have been created since Interact 2016. Attendees will learn how other clients are using Lawtrac throughout their organization and have the opportunity to brainstorm ideas to streamline their use of the system.

Lawtrac: Defining a New Matter Type This session will provide the Lawtrac admin the knowledge on how to edit and add matter types in Lawtrac. This includes:

• Matter Sub-types • Date and Text Fields

• Matter prefixes • Checklist Questions

• Matter security • Screen layout

7


SESSIONS

Open Mic Night – Lawtrac This session will open the floor to all Lawtrac attendees, allowing them to ask their toughest questions, obtain insight from their knowledgeable peers, and hear first-hand feedback from Mitratech's Lawtrac experts.

The New Mitratech Legal Hold The wait is over! Get ready to see the highly anticipated and innovative new Legal Hold product Mitratech will be releasing. Learn how it can help streamline your hold process for better visibility with less effort.

Open Mic Night – Secretariat This session will open the floor to all Secretariat attendees, allowing them to ask their toughest questions, obtain insight from their knowledgeable peers, and hear first-hand feedback from Mitratech's Secretariat experts.

Back That Data Up – In Secretariat

Many of us back-up corporate records, but have we ever stepped back and thought about why we are doing it? Come hear the horror stories about when a company does not, and success stories for helpful time saving. This session will discuss also why a back-up step is an important part of any process and how Secretariat can help.

Secretariat Repository Functionality

This session will cover the ability to utilize Secretariat as a repository for your entity’s constitutional documents. Attendees will dive deep into the types of documents Mitratech clients are placing into Secretariat, how to publish them to SuperViewer to empower your users to access them without reaching out to you, and how you can hide specific documents from SuperViewer users that may be of a sensitive nature.

A How-To for Secretariat Admins

This technical session will provide Secretariat admins a how-to on everything they would find important. Lessons will include, but are not limited to, adding fields, hiding fields, managing users, and creating custom fields.

Tracking Securities and Ownership

Product Management will provide a detailed review of the new and improved Securities transaction ledger, along with how it feeds the subsidiaries/ownership hierarchy.

The Wizard Academy of Data Attendees will leave this session with the knowledge on how to use Secretariat Wizards with ease. You will also learn other tips and tricks to managing a clean, effective database. Come graduate from The Wizard Academy of Data!


8


SESSIONS

CorpCharts Deep Dive Come to this session to see a new take on an old standard. We will look at all the options for running ownership and subsidiary charts, and review all the new and improved features coming up in the next version of Secretariat.

Find, Don’t Search Secretariat houses your data, and there are times when you need to easily access it. Attend this session to learn all the different ways and tips and tricks to locate and report on the data you need.

Secretariat Roadmap: Now and Later

Mitratech's Product Management team will showcase Secretariat's product roadmap. This will include what is to come in the near future and what to look forward to in the coming years, in addition to a review of Suite 8.12. Users will also get the chance to ask questions of the team and provide their direct input.

9


w w w. m i t r a t e c h . c o m

Interact 2017

MITRATECH (US)

5001 Plaza On The Lake,

Suite 111, Austin,

TX 78746, US

+1 (512) 382-7322

MITRATECH (UK)

430 Bath Road

Slough

Berkshire

SL1 6BB

United Kingdom

+44 (0)1628 600 900

MITRATECH (AUS)

Level 2

432 St Kilda Road

Melbourne, Victoria

Australia 3004

+61 (0)3 9521 7077