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Corporate Legal Operations Forum For Financial Services & Insurance

April 7–9, 2019 | The Garden City Hotel | Garden City, NY

Join like-minded Heads of Legal Operations in the Financial Services and Insurance industries for inspiration and insight, networking and learning, and proven strategies to improve your business practices.

Faculty Members Include

  • IMDAD ALI (BMO Financial Group), Senior Counsel, Legal & Regulatory Compliance
  • TANIA ALI (Travelex Currency Services Inc.), Deputy General Counsel
  • SACHIN BANSAL (Royal Bank of Canada), Director and Senior Litigation Counsel
  • DIANA BARLOW (Voya Financial), Assistant Vice President, Legal Operations
  • ANDREW BRERETON (American Express), Vice President, General Counsel’s Office Operations
  • CARRIE E. CARBONE (TMX Finance Family of Companies), Chief Legal Officer
  • KEVIN CLEM (HBR Consulting), Managing Director
  • ELIZABETH COE (Citadel), Deputy General Counsel
  • ANGELINA COLOMBO (Citizens Bank), Chief Operating Officer, Legal
  • KIMBERLY COLEMAN (Primary Residential Mortgage, Inc.), Senior Counsel
  • ANDREW COSGROVE (Upgrade), Associate General Counsel
  • LISA D’AVOLIO (Thomson Reuters Legal Managed Services), Director, Legal Solutions
  • DAVID ESPOSITO (Capital One), Senior Manager, Legal Operations
  • LIBBIE EVANS (TD Bank), Senior Manager, Knowledge Management
  • JOSEPH GALEA, Esq. (Wolters Kluwer), Global Sales Director
  • CHRISTOPHER GREENE (Canal Insurance Company), Senior Vice President, Chief Claims Officer, General Counsel & Corporate Secretary
  • COURTNEY HEXHAM (Hagerty), Manager, Legal & Compliance Operations
  • FELICIA HICKEY (Equifax, Inc.), U.S. Legal Department, Legal Operations
  • JAMES HOMYAK (AIG), Vice President of Legal Technology Management
  • JEFF IKEJIRI (UnitedLex), Vice President, Legal & Business Services
  • JEFF ISAACS (Goldman Sachs), Managing Director and Global Chief Operating Officer
  • CHRISTINA JACKSON (State Street Corporation), Legal Operations Manager, Vice President
  • CHRISTINE JUHASZ (MassMutual Life Insurance Company), Head of Law Strategy & Operations
  • KELLEY KAGE (Liberty Mutual), Director, Legal Technology
  • WILLIAM KELLEHER (People’s United Bank, N.A.), Senior Vice President, Corporate Counsel
  • REBECCA KRONLUND (Bell Bank), Senior Vice President and Director, Banking Legal & Commercial Loan Documentation
  • LINDA LUPERCHIO (The Hanover Insurance Group), Director of E-Discovery, Information Lifecycle Governance and Legal Operations
  • LANI QUARMBY (Bank of America), Associate General Counsel and Managing Director
  • ROBERT MADDOX (Bradley Arant Boult Cummings LLP), Partner
  • TOM MCDONALD (Thomson Reuters Legal Tracker), Director of Sales
  • MARCUS MEEKS (Fannie Mae), Associate General Counsel
  • DAVID MILSTEIN (Guggenheim Partners), Head of Legal Technology
  • MONIQUE MORREALE (MUFG), Managing Director and Deputy General Counsel
  • RICK RADICE (Prudential Financial), Vice President and Chief Operations Officer, Law, Compliance, Business Ethics & External Affairs
  • CAROLYN RENZIN (JPMorgan Chase & Co.), Executive Director, Office of the General Counsel and Assistant General Counsel
  • DAN RUDERMAN (Lexisnexis Counsellink), Strategic Partnership Director
  • RONNA RUPPELT (Good2Go Auto Insurance), Senior Vice President, General Counsel, and Corporate Secretary
  • KEVIN SCHUTTE (SunTrust Bank), Legal & Regulatory Operations
  • PAUL SIRKIS (Macquarie Group), Managing Director
  • LINDA SKIBIK (Lincoln Financial Group), Vice President, Legal Operations
  • ROBIN SNASDELL (Consilio), Managing Director
  • MATHIAS STRASSER (Scissero), Chief Executive Officer
  • DINA TRAUGOT (Travelers), Group General Counsel
  • AARON VAN NICE (Archer Daniels Midland), Global Director, Legal Operations
  • ERIC WILLIS (Catalyst), Vice President, Enterprise Solutions
  • TONY YIP (RBC), Director, Law Financial Management & Operational Risk
  • KEITA YOUNG (JPMorgan Chase & Co.), Vice President, Outside Counsel Engagement

Advisory Board

  • ANDREW BRERETON (American Express), Vice President, General Counsel’s Office Operations
  • CARRIE CARBONE (TMX Finance Family of Companies), Chief Legal Officer
  • DAVID ESPOSITO (Capital One), Senior Manager, Legal Operations
  • COLLEEN HANKINS (Fidelity Investments), Senior Vice President, Head of Legal Strategic & Shared Services
  • LAURIE HANSEN (Mutual of Omaha), Director, Legal Management & Operations
  • JEFF HEYER-JONES (Nationwide)Senior Director, Office of the Chief Legal Officer Operations
  • FELICIA HICKEY (Equifax, Inc.), U.S. Legal Department, Legal Operations
  • KIRAN MALLAVARAPU (Liberty Mutual Group), Senior Vice President, Legal Strategic Services
  • MONIQUE MORREALE (MUFG), Managing Director and Deputy General Counsel
  • TIM SMITH (CME Group), Managing Director, Chief Corporate Counsel
  • SHELLEY SYLVA (TD Bank), Director, External Counsel & Knowledge Management

Download Full Agenda

Complete the form below to download the agenda.

Topics For Discussion

  • Metrics That Matter Most For Financial Services & Insurance Companies
  • The Practical Application Of AI In The Law
  • Building A New Legal Service Delivery Model With Law Firms & Outside Providers
  • Knowledge Management: Sharing The Secrets To Success
  • Advocating For Change: Driving Progress In Your Legal Department

Venue: The Garden City Hotel

45 7th St, Garden City, NY 11530

This old-world-style luxury hotel is in a historic property that dates from 1874. It is a 1-minute walk from the Long Island Railroad and 19 miles from Manhattan.

General Sessions

Address top-of-mind issues in a conversational exchange among industry thought leaders, enabling participants to share lessons, expertise, leadership skills, and practical tools.


Engage in advanced dialogue in an informal boardroom-style setting on specific topics that are particularly suited to smaller group discussions.

Networking Meals

Participate in all meals and networking functions hosted on-site by Consero. These intimate gatherings provide countless opportunities to develop lasting business relationships.

Customized Itineraries

Meet with the most innovative service providers in the industry, one-on-one, based on your individual and departmental priorities. Our reputable partners are referred and vetted by your peers.

Heads of Corporate Legal Operations?

Request an invitation to join the upcoming event.


Best-In-Class Solution Provider?

Learn more about our partnership opportunities.


Attendees Rave About Consero

  • "Excellent event with very knowledgeable professionals."
    Shaun Frederick
    S&P Global
  • "A great opportunity to learn about available resources and their limitations, challenges, etc. from those who have 'been there, done that."
    Ross Thompson
    Samsung Austin Semiconductor
  • "Well organized with helpful content."
    Perry Sekus
  • "This event was critical to helping me evaluate where we are in our operations model."
    MaryBeth Blair
    Panera Bread
  • "Very organized, insightful with a wealth of best practices exchange."
    Katia Grow
    Carestream Dental
  • "Valuable and current event... I'm leaving with defined and specific action items to make improvements in our processes and procedures."
    Julie Sullivan
    Rimini Street
  • "Very well organized with good content and a fantastic group of people!"
    Jessica Starbuck
    TMX Finance Family of Companies
  • "A meeting of professionals for knowledge sharing and networking."
    Heather Bardeleben
    Adtalem Global Education
  • "Very insightful and valuable use of my time."
    Gant Sowinski
  • "This was a very unique forum... The smaller setting and no-pressure vendor meetings were very useful."
    Cynthia Allen-Whyte
    Huntington Ingalls Industries
  • "The Consero Legal Ops Forum delivered the inspiration I needed to return to work and tackle some difficult projects, and I'm doing so armed with new information and a stronger network!"
    Ryan Black
  • "The Consero Corporate Legal Operations Forum is a top-notch event providing opportunities for networking, benchmarking and learning how other legal operations leaders are addressing priorities and challenges."
    Bart Mooney
    Ingram Micro Inc.

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