Corporate Legal Operations Forum For Financial Services & Insurance

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Corporate Legal Operations Forum For Financial Services & Insurance

April 7–9, 2019 | The Garden City Hotel | Long Island, 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

SEE ALL FACULTY MEMBERS
  • SACHIN BANSAL (Royal Bank of Canada), Director and Senior Litigation Counsel
  • ANDREW BRERETON (American Express), Vice President, General Counsel’s Office Operations
  • CARRIE CARBONE (TMX Finance Family of Companies), Chief Legal Officer
  • KEVIN CLEM (HBR Consulting), Managing Director
  • DAVID ESPOSITO (Capital One), Senior Manager, Legal Operations
  • FELICIA HICKEY (Equifax, Inc.), U.S. Legal Department, Legal Operations
  • 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
  • TOM MCDONALD (Thomson Reuters Legal Tracker), Director of Sales
  • 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
  • DAN RUDERMAN (Lexisnexis Counsellink), Strategic Business Development Manager
  • SHELLEY SYLVA (TD Bank), Director, External Counsel & Knowledge Management
  • DINA TRAUGOT (Travelers), Group General Counsel
  • AARON VAN NICE (Archer Daniels Midland), Global Director, Legal Operations
  • ERIC WILLIS (Catalyst), Vice President, Enterprise Solutions
  • JASMINA ZUROVAC (Royal Bank of Canada), Managing Director, Law Group Operations

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

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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.

KnowledgeBridges™

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?

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    Allyn McGinley | Morpho Detection
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    Rick Heller | Legal Sea Foods, LLC

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