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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
  • SHARI BRADFORD (NASDAQ), Legal Operations Manager
  • 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
  • CHRISTOPHER GREENE (Canal Insurance Company), Senior Vice President, Chief Claims Officer, General Counsel & Corporate Secretary
  • FELICIA HICKEY (Equifax, Inc.), U.S. Legal Department, Legal Operations
  • JAMES HOMYAK (AIG), Vice President of Legal Technology Management
  • 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
  • REBECCA KRONLUND (Bell Bank), Senior Vice President and Director, Banking Legal & Commercial Loan Documentation
  • JOLIE LIN (BMO Financial Group), Vice President and Deputy General Counsel, Canadian Personal and Business Banking
  • 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
  • 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
  • LINDA SKIBIK (Lincoln Financial Group), Vice President, Legal Operations
  • 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

  • “Fabulous – I always learn something and meet great people.”
    Barbara McClung | Caribou Biosciences, Inc
  • “The forum provides an atmosphere that encourages an exchange of ideas and best practices that mimics the interactions between colleagues at a common employer. One of the best networking opportunities for patent attorneys that I have attended.”
    Diane Ferguson | VCE Company, LLC
  • “This forum is fast-paced and content-rich; it is what all CLE conferences should be like.”
    Dan Kelly | Vista Outdoor
  • “Well organized, effective, and quality event.”
    Mike Garrabrants | Lattice Semi
  • “Nicely done. Good job of facilitating peer-to-peer discussions.”
    Jeff Duncan | Elevance Renewable Sciences, Inc.
  • “Consero consistently provides high-quality, relevant IP management forums.”
    Michael Baker | Qorvo
  • “This forum was a pleasure to attend – excellent selection and topics that were unique and engaging.”
    Sara Sweeney | FM Global
  • “I remain incredibly impressed with your tremendous professionalism, organization, and creativity. Both forums I have attended have been impeccably organized and very useful!”
    Ron Whitworth | EverBank
  • “The Forum was very well put together. Great networking event with excellent speakers.”
    Susan Kim | Assurant
  • “Top-notch, fully engaged attorneys with a common interest and attitude to learn and succeed.”
    William Solomon | Ally Financial
  • “High-end, informative, and educational.”
    Shaun Ertischek | TRAKAmerica
  • “An excellent compilation of talent and topics thoughtfully put together.”
    Chris Eng | Summit Hotel Properties
  • “Streamlined, focused and valuable content.”
    Alison LaBoissonere Boyd | Anova Marine Insurance
  • “The Forum was an excellent arena to connect with leaders in the industry and gain insight into emerging practices.”
    Carmen Fanego | Total Bank
  • “Great opportunity to connect with interesting people in an inspiring environment.”
    Marty W. | AM-Pharma
  • “Amazing mix of representation and topics! Loved every bit of the two days.”
    Prashant K. Bhauar | Rhizen Pharmaceuticals
  • “I very much enjoyed the interactive set-up and the insights from key people in the field.”
    Christoph Rehfuess | MagForce AG
  • “A terrific forum to discuss IP matter in an intimate atmosphere.”
    Bernd Hutter | MaphoSys AG
  • “A great platform to allow similarly situated professionals to discuss exactly what they want to know of their peers.”
    T. Stone | Lonestar Circle of Care
  • “Great environment for having both formal and informal learning opportunities with peers.”
    Rob G. | Summa Health
  • “A new concept in conference planning and delivery that focuses on the needs of attendees and recognizes the value of attendees.”
    Jeffrey Tuck | Summit Medical Group
  • “Very well organized, informative with valuable networking opportunities.”
    Gary Miller | Wellmont
  • “The attendance by senior legal department executives and the opportunity to network and discuss issues common to all healthcare organizations was invaluable.”
    Jim Hetzel | Hackensack University Medical Center
  • “Top notch! Well done!”
    Charles Key | Lifeline Corp
  • “Excellent collegial environment to learn and network with your colleagues. Shared experiences and candid discussions among peers are invaluable and extremely beneficial.”
    Robert Azar | Norton Healthcare
  • “Very thought provoking. Love the format – will struggle with the traditional conference format from now on.”
    Pam Saucier | Chapters Health System
  • “An excellent opportunity to think, learn and engage about/with people and concepts within and outside of my industry!”
    Al Cave | Northern Trust
  • “Well run, good dynamic. The forum allows professionals with similar interests and issues to share their experiences and expertise in a relaxed format.”
    John Price | CEVA Logistics
  • “Lived up to its billing – this is one of the best conference experiences I’ve had.”
    Scott Nardi | Everbank
  • “Fantastic. Loved the Saturday roundtable. A lot of value in the smaller environment. Allows for more candid discussions.”
    Shane Krugler | Ohio National Financial Services
  • “This is the first opportunity to be with a group of professionals all at the same/similar professional level as myself. Extraordinarily valuable.”
  • “Excellent opportunity to learn and share with peers.”
    Risty Smith | Greystone Healthcare Management
  • “Very well organized and run with interesting, well-presented topics.”
    Peter L. | Black and Veatch
  • “Appreciated the informal exchange of information and dialogue quality of members and learning.”
    Corrina Sinatro | AMD
  • “Format allowed the group to move the discussion. Topics to best suit their interests and expectations.”
    Michelle Appelqvist | SanDisk
  • “Liked the format. Conversation and not Powerpoint. People were engaged and productive.”
    Brian Monks | UL LCC
  • “I liked the variety of in-house counsel who attended. There was a great mix of large, medium, and small companies.”
    Angie Frye | Verizon
  • “Hearing directly from in-house colleagues was great!”
    David Hitchens | JLL
  • “This was a fantastic opportunity to network with my counterparts at other companies while learning from them and understanding opportunities that I am able to implement at my company.”
    Timothy Daniel | Ceva Logistics
  • “Collaborative environment with great information sharing by a variety of GCs from different industries, backgrounds and companies.”
    Nasym Afsari | Montrose Environmental Group, Inc.
  • “The forum is a fantastic and fun way to network and keep current on relevant topics in the GC arena.”
    Jim Ballard | Landcare
  • “A top-notch networking conference for busy general counsels to share best practices.”
    Debbie Swartz | Access Group
  • “Very solid content and discussion; excellent panelists and networking.”
    Sean Gaffney | Encompass Home Health & Hospice
  • “Best practical forum for a GC. Make time for it; you won’t regret it!”
    Anna Alvarado | First Cash Financial Services
  • “It is a focused approach to current issues I deal with at my company.”
    Jim Edwards | Cubic Corporation
  • “Highly recommend this forum to others. Unique delivery—preferable to traditional CLE conferences. Very helpful staff!”
    Cindy Becker | Concerto Healthcare, Inc.
  • “Very collaborative and focused on current topics of interest.”
    Allyn McGinley | Morpho Detection
  • “Outstanding and informative, especially learning from networking.”
    Rick Heller | Legal Sea Foods, LLC

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