LEX Summit Agenda
Monday
- Mon
- Oct 26
- 8–9am
Breakfast
- Mon
- Oct 26
- 8:45–9:30am
Document Management 101 (including intro to FVDA)
- Mon
- Oct 26
- 8:45–9:30am
Working with Filevine AI/LOIS
- Mon
- Oct 26
- 8:45–9:30am
FVDA Advanced (Template Builder)
- Mon
- Oct 26
- 8:45–9:30am
Building and Maintaining Your Filevine Environment (Contacts & Customs Editor)
- Mon
- Oct 26
- 8:45–9:30am
Paralegal Reporting
- Mon
- Oct 26
- 9:30–10:15am
Document Management 101 (including intro to FVDA) Workshop
- Mon
- Oct 26
- 9:30–10:15am
Working with Filevine AI/LOIS Workshop
- Mon
- Oct 26
- 9:30–10:15am
FVDA Advanced (Template Builder) Workshop
- Mon
- Oct 26
- 9:30–10:15am
Building and Maintaining Your Filevine Environment (Contacts & Customs Editor) Workshop
- Mon
- Oct 26
- 9:30–10:15am
Paralegal Reporting Workshop
- Mon
- Oct 26
- 10:30–11am
Prompting For LOIS Console
- Mon
- Oct 26
- 10:30–11am
LOIS for Word (Playbooks)
- Mon
- Oct 26
- 10:30–11am
Keeping Your Organization Secure (Account Manager)
- Mon
- Oct 26
- 10:30–11am
Attorney Reporting
- Mon
- Oct 26
- 10:30–11am
Calendar Best Practices Workshop
- Mon
- Oct 26
- 11–11:45am
Prompting For LOIS Console Workshop
- Mon
- Oct 26
- 11–11:45am
LOIS for Word Workshop
- Mon
- Oct 26
- 11–11:45am
Keeping Your Organization Secure (Account Manager) Workshop
- Mon
- Oct 26
- 11–11:45am
Attorney Reporting Workshop
- Mon
- Oct 26
- 11–11:45am
Medchron by Filevine
- Mon
- Oct 26
- 12–1pm
Lunch
- Mon
- Oct 26
- 1–1:45pm
Working with Filevine AI/LOIS
- Mon
- Oct 26
- 1–1:45pm
Document Management 201
- Mon
- Oct 26
- 1–1:45pm
Building and Maintaining Your Filevine Environment (Contacts & Customs Editor)
- Mon
- Oct 26
- 1–1:45pm
Financial Admins Reporting
- Mon
- Oct 26
- 1–1:45pm
Lead Docket 101
- Mon
- Oct 26
- 1:45–2:30pm
Working with Filevine AI/LOIS Workshop
- Mon
- Oct 26
- 1:45–2:30pm
Document Management 201 Workshop
- Mon
- Oct 26
- 1:45–2:30pm
Building and Maintaining Your Filevine Environment (Contacts & Customs Editor) Workshop
- Mon
- Oct 26
- 1:45–2:30pm
Financial Admins Reporting Workshop
- Mon
- Oct 26
- 1:45–2:30pm
Lead Docket 101 Workshop
- Mon
- Oct 26
- 2:45–3:15pm
LOIS for Word (Playbooks)
- Mon
- Oct 26
- 2:45–3:15pm
Workflows 101
- Mon
- Oct 26
- 2:45–3:15pm
Keeping Your Organization Secure (Account Manager)
- Mon
- Oct 26
- 2:45–3:15pm
Attorney Reporting
- Mon
- Oct 26
- 2:45–3:15pm
Lead Docket Marketing Best Practices
- Mon
- Oct 26
- 3:15–4pm
LOIS for Word Workshop
- Mon
- Oct 26
- 3:15–4pm
Workflows 101 Workshop
- Mon
- Oct 26
- 3:15–4pm
Keeping Your Organization Secure (Account Manager) Workshop
- Mon
- Oct 26
- 3:15–4pm
Attorney Reporting Workshop
- Mon
- Oct 26
- 3:15–4pm
Lead Docket Reporting Workshop
- Mon
- Oct 26
- 6–8pm
Opening Cocktail Reception
Tuesday
- Tue
- Oct 27
- 7–8am
Breakfast & Exhibitor Hour
- Tue
- Oct 27
- 8–8:30am
Ryan Anderson Welcome
- Tue
- Oct 27
- 8:30–9:30am
Michael Anderson & Filevine Product Team
- Tue
- Oct 27
- 9:30–10:15am
Dr. Cain Elliott & Filevine Futurists
- Tue
- Oct 27
- 10:15–10:45am
Break & Exhibitor Block
- Tue
- Oct 27
- 10:45–11:30am
What I Wish I Had Known: Trial Skills from the Courtroom's Edge
Speakers
- Tue
- Oct 27
- 10:45–11:30am
AI Beyond the Chat Window: Building an AI-Ready Government Legal Office
Speakers
- Tue
- Oct 27
- 10:45–11:30am
Overview of Advanced Tools
- Tue
- Oct 27
- 10:45–11:30am
Client Portal Workshop
- Tue
- Oct 27
- 10:45–11:30am
Integrations 101
- Tue
- Oct 27
- 10:45–11:30am
Ask an Expert - Open to all Attendees
- Tue
- Oct 27
- 10:45–11:30am
Vinesign (Template Setup and Use) Workshop
- Tue
- Oct 27
- 10:45–11:30am
Filevine as a Living System: Building, Rebuilding, and Never Stopping
Speakers
- Tue
- Oct 27
- 10:45–11:30am
Rethinking Privacy and Security in the Age of AI
Speakers
- Tue
- Oct 27
- 11:40am–12:25pm
The Element of Surprise in Litigation and Trial
Speakers
- Tue
- Oct 27
- 11:40am–12:25pm
One Office, Every Client: Managing Litigation, Advice Work, and Business Intelligence Inside Filevine at Napa County
- Tue
- Oct 27
- 11:40am–12:25pm
Depositions by Filevine 101
- Tue
- Oct 27
- 11:40am–12:25pm
Time and Billing for the Time Keeper
- Tue
- Oct 27
- 11:40am–12:25pm
Advanced Taskflow Workshop
- Tue
- Oct 27
- 11:40am–12:25pm
Ask an Expert - Open to all Attendees
- Tue
- Oct 27
- 11:40am–12:25pm
DataBridge 101
- Tue
- Oct 27
- 11:40am–12:25pm
Your Hedge Against AI: Turning Your Employees into Rainmakers with Filevine
Speakers
- Tue
- Oct 27
- 11:40am–12:25pm
The Prompt Playbook: Practical AI Skills for Modern Legal Teams
Speakers
- Tue
- Oct 27
- 12:30–1:30pm
Lunch & Exhibitor Hour
- Tue
- Oct 27
- 1:30–2:15pm
AI on Trial: How Plaintiff & Defense Are Reshaping Legal Practice
Speakers
- Tue
- Oct 27
- 1:30–2:15pm
Product Update: Filevine Docs for Transactional Law
- Tue
- Oct 27
- 1:30–2:15pm
LOIS Workflows 101
- Tue
- Oct 27
- 1:30–2:15pm
Document Management 201
- Tue
- Oct 27
- 1:30–2:15pm
Deadline Chain Workshop
- Tue
- Oct 27
- 1:30–2:15pm
Ask an Expert - Open to all Attendees
- Tue
- Oct 27
- 1:30–2:15pm
Time and Billing for the Time Keeper Workshop
- Tue
- Oct 27
- 1:30–2:15pm
Growth Without Compromise: The Trial-Readiness System That Helped a Firm Triple Its Caseload
Speakers
- Tue
- Oct 27
- 1:30–2:15pm
From Resistance to Reliance: How Legal Teams Put LOIS to Work
Speakers
- Tue
- Oct 27
- 2:30–3:15pm
From Intake to Lifelong Clients - Modern Legal Marketing on Both Sides of the Case
Speakers
- Tue
- Oct 27
- 2:30–3:15pm
Product Update: Time and Billing in LOIS (and Other Updates)
- Tue
- Oct 27
- 2:30–3:15pm
LOIS Workflows 101 Workshop
- Tue
- Oct 27
- 2:30–3:15pm
Document Management 201 Workshop
- Tue
- Oct 27
- 2:30–3:15pm
Overview of Advanced Tools
- Tue
- Oct 27
- 2:30–3:15pm
Ask an Expert - Open to all Attendees
- Tue
- Oct 27
- 2:30–3:15pm
Lead Docket Advanced
- Tue
- Oct 27
- 2:30–3:15pm
From 80,000 Cases to Action: How AI and Smart Workflows Power Modern Mass Torts
Speakers
- Tue
- Oct 27
- 2:30–3:15pm
You Bought the Legal AI Tools. Now What?
Speakers
- Tue
- Oct 27
- 3:15–3:45pm
Break & Exhibitor Block
- Tue
- Oct 27
- 3:45–4:45pm
Kwame Christian: Best-selling Author, Keynote Speaker, and CEO
Speakers
- Tue
- Oct 27
- 4:45–6:30pm
Exhibitor Block
- Tue
- Oct 27
- 7–10pm
Flight Deck Welcome Party - Sponsored by Swyft
Wednesday
- Wed
- Oct 28
- 7–8am
Breakfast & Exhibitor Hour
- Wed
- Oct 28
- 8–9am
Navigating Legal AI Ethics Panel
Speakers
- Wed
- Oct 28
- 9–10am
Fireside Chat with Joe Tacopina: Inside the Courtroom with One of America's Top Trial Attorneys
Speakers
- Wed
- Oct 28
- 10–10:45am
Break & Exhibitor Block
- Wed
- Oct 28
- 10:45–11:30am
From Weeks to Minutes: What Agentic Record Retrieval Means for Trial Attorneys
Speakers
- Wed
- Oct 28
- 10:45–11:30am
Bridging the Divide: Real-World Lessons from Public Sector and Private Practice Legal Ops
Speakers
- Wed
- Oct 28
- 10:45–11:30am
Document Management 101 (including intro to FVDA)
- Wed
- Oct 28
- 10:45–11:30am
Mass Actions Advanced Tools
- Wed
- Oct 28
- 10:45–11:30am
Timely 101
- Wed
- Oct 28
- 10:45–11:30am
Ask an Expert - Open to all Attendees
- Wed
- Oct 28
- 10:45–11:30am
Paralegal Reporting
- Wed
- Oct 28
- 10:45–11:30am
Product Workshop: Drafting and Research
- Wed
- Oct 28
- 10:45–11:30am
Two Firms, One Platform: Configuring Filevine Around Your Practice
Speakers
- Wed
- Oct 28
- 11:40am–12:25pm
The High-Value Case Playbook: Trial Strategies, Negotiation Tactics, and the Art of Maximizing Outcomes
Speakers
- Wed
- Oct 28
- 11:40am–12:25pm
From Fear to Framework: Building a Safe AI Strategy for Government Legal Teams
Speakers
- Wed
- Oct 28
- 11:40am–12:25pm
Document Management 101 (including intro to FVDA) Workshop
- Wed
- Oct 28
- 11:40am–12:25pm
FVDA Advanced (Template Builder)
- Wed
- Oct 28
- 11:40am–12:25pm
Financials/Payments/Invoicing for the Billing Admin
- Wed
- Oct 28
- 11:40am–12:25pm
Ask an Expert - Open to all Attendees
- Wed
- Oct 28
- 11:40am–12:25pm
Paralegal Reporting Workshop
- Wed
- Oct 28
- 11:40am–12:25pm
10 Ways to Supercharge Your Filevine
Speakers
- Wed
- Oct 28
- 11:40am–12:25pm
One Platform, Every Matter: How SRM Built an In-House Legal Operating System
Speakers
- Wed
- Oct 28
- 12:30–1:30pm
Lunch & Exhibitor Hour
- Wed
- Oct 28
- 1:30–2:15pm
Glow Up or Blow Up: From Settlement Focused to Verdict Driven
Speakers
- Wed
- Oct 28
- 1:30–2:15pm
AI in the Trenches: Efficiency, Ethics, and the Future of Legal Work
Speakers
- Wed
- Oct 28
- 1:30–2:15pm
Deadline Chain Workshop
- Wed
- Oct 28
- 1:30–2:15pm
FVDA Advanced (Template Builder) Workshop
- Wed
- Oct 28
- 1:30–2:15pm
Periscope 101
- Wed
- Oct 28
- 1:30–2:15pm
Ask an Expert - Open to all Attendees
- Wed
- Oct 28
- 1:30–2:15pm
Financials/Payments/Invoicing for the Billing Admin Workshop
- Wed
- Oct 28
- 1:30–2:15pm
Always Ready: What the Coast Guard Taught Me About Running Law Firms
Speakers
- Wed
- Oct 28
- 1:30–2:15pm
AI Compass: Turning AI Overload into Legal Impact
Speakers
- Wed
- Oct 28
- 2:30–3:15pm
The Deposition Advantage: Turning Testimony into Action with Depo CoPilot
Speakers
- Wed
- Oct 28
- 2:30–3:15pm
Prompting For LOIS Console Workshop
- Wed
- Oct 28
- 2:30–3:15pm
Depositions by Filevine 101
- Wed
- Oct 28
- 2:30–3:15pm
Periscope Walkthrough
- Wed
- Oct 28
- 2:30–3:15pm
Ask an Expert - Open to all Attendees
- Wed
- Oct 28
- 2:30–3:15pm
Mass Actions Advanced Tools
- Wed
- Oct 28
- 2:30–3:15pm
Crushing Chaos: Run Your Firm on Numbers, Not Nerves
Speakers
- Wed
- Oct 28
- 2:30–3:15pm
Ask the Product Team: Live Q&A with Filevine Product
Speakers
- Wed
- Oct 28
- 3:15–3:45pm
Break & Exhibitor Block
- Wed
- Oct 28
- 3:45–4:45pm
Keynote: Matthew McConaughey
Speakers
- Wed
- Oct 28
- 7–10pm
LEX Fest
Thursday
- Thu
- Oct 29
- 8–9am
Breakfast
- Thu
- Oct 29
- 9–10:30am
Ask an Expert
Breakfast
Breakfast
Basecamp Breakout Session
Document Management 101 (including intro to FVDA)
Location: Pacific Ballroom - Room 1
Working with Filevine AI/LOIS
Location: Pacific Ballroom - Room 2
FVDA Advanced (Template Builder)
Location: Pacific Ballroom - Room 3
Building and Maintaining Your Filevine Environment (Contacts & Customs Editor)
Location: Pacific Ballroom - Room 4
Paralegal Reporting
Location: Pacific Ballroom - Room 5
- Document Management 101 (including intro to FVDA)Pacific Ballroom - Room 1
- Working with Filevine AI/LOISPacific Ballroom - Room 2
- FVDA Advanced (Template Builder)Pacific Ballroom - Room 3
- Building and Maintaining Your Filevine Environment (Contacts & Customs Editor)Pacific Ballroom - Room 4
- Paralegal ReportingPacific Ballroom - Room 5
Basecamp Breakout Session
Document Management 101 (including intro to FVDA) Workshop
Location: Pacific Ballroom - Room 1
Working with Filevine AI/LOIS Workshop
Location: Pacific Ballroom - Room 2
FVDA Advanced (Template Builder) Workshop
Location: Pacific Ballroom - Room 3
Building and Maintaining Your Filevine Environment (Contacts & Customs Editor) Workshop
Location: Pacific Ballroom - Room 4
Paralegal Reporting Workshop
Location: Pacific Ballroom - Room 5
- Document Management 101 (including intro to FVDA) WorkshopPacific Ballroom - Room 1
- Working with Filevine AI/LOIS WorkshopPacific Ballroom - Room 2
- FVDA Advanced (Template Builder) WorkshopPacific Ballroom - Room 3
- Building and Maintaining Your Filevine Environment (Contacts & Customs Editor) WorkshopPacific Ballroom - Room 4
- Paralegal Reporting WorkshopPacific Ballroom - Room 5
Basecamp Breakout Session
Prompting For LOIS Console
Location: Pacific Ballroom - Room 1
LOIS for Word (Playbooks)
Location: Pacific Ballroom - Room 2
Keeping Your Organization Secure (Account Manager)
Location: Pacific Ballroom - Room 3
Attorney Reporting
Location: Pacific Ballroom - Room 4
Calendar Best Practices Workshop
Location: Pacific Ballroom - Room 5
- Prompting For LOIS ConsolePacific Ballroom - Room 1
- LOIS for Word (Playbooks)Pacific Ballroom - Room 2
- Keeping Your Organization Secure (Account Manager)Pacific Ballroom - Room 3
- Attorney ReportingPacific Ballroom - Room 4
- Calendar Best Practices WorkshopPacific Ballroom - Room 5
Basecamp Breakout Session
Prompting For LOIS Console Workshop
Location: Pacific Ballroom - Room 1
LOIS for Word Workshop
Location: Pacific Ballroom - Room 2
Keeping Your Organization Secure (Account Manager) Workshop
Location: Pacific Ballroom - Room 3
Attorney Reporting Workshop
Location: Pacific Ballroom - Room 4
Medchron by Filevine
Location: Pacific Ballroom - Room 5
- Prompting For LOIS Console WorkshopPacific Ballroom - Room 1
- LOIS for Word WorkshopPacific Ballroom - Room 2
- Keeping Your Organization Secure (Account Manager) WorkshopPacific Ballroom - Room 3
- Attorney Reporting WorkshopPacific Ballroom - Room 4
- Medchron by FilevinePacific Ballroom - Room 5
Lunch
Lunch
Basecamp Breakout Session
Working with Filevine AI/LOIS
Location: Pacific Ballroom - Room 1
Document Management 201
Location: Pacific Ballroom - Room 2
Building and Maintaining Your Filevine Environment (Contacts & Customs Editor)
Location: Pacific Ballroom - Room 3
Financial Admins Reporting
Location: Pacific Ballroom - Room 4
Lead Docket 101
Location: Pacific Ballroom - Room 5
- Working with Filevine AI/LOISPacific Ballroom - Room 1
- Document Management 201Pacific Ballroom - Room 2
- Building and Maintaining Your Filevine Environment (Contacts & Customs Editor)Pacific Ballroom - Room 3
- Financial Admins ReportingPacific Ballroom - Room 4
- Lead Docket 101Pacific Ballroom - Room 5
Basecamp Breakout Session
Working with Filevine AI/LOIS Workshop
Location: Pacific Ballroom - Room 1
Document Management 201 Workshop
Location: Pacific Ballroom - Room 2
Building and Maintaining Your Filevine Environment (Contacts & Customs Editor) Workshop
Location: Pacific Ballroom - Room 3
Financial Admins Reporting Workshop
Location: Pacific Ballroom - Room 4
Lead Docket 101 Workshop
Location: Pacific Ballroom - Room 5
- Working with Filevine AI/LOIS WorkshopPacific Ballroom - Room 1
- Document Management 201 WorkshopPacific Ballroom - Room 2
- Building and Maintaining Your Filevine Environment (Contacts & Customs Editor) WorkshopPacific Ballroom - Room 3
- Financial Admins Reporting WorkshopPacific Ballroom - Room 4
- Lead Docket 101 WorkshopPacific Ballroom - Room 5
Basecamp Breakout Session
LOIS for Word (Playbooks)
Location: Pacific Ballroom - Room 1
Workflows 101
Location: Pacific Ballroom - Room 2
Keeping Your Organization Secure (Account Manager)
Location: Pacific Ballroom - Room 3
Attorney Reporting
Location: Pacific Ballroom - Room 4
Lead Docket Marketing Best Practices
Location: Pacific Ballroom - Room 5
- LOIS for Word (Playbooks)Pacific Ballroom - Room 1
- Workflows 101Pacific Ballroom - Room 2
- Keeping Your Organization Secure (Account Manager)Pacific Ballroom - Room 3
- Attorney ReportingPacific Ballroom - Room 4
- Lead Docket Marketing Best PracticesPacific Ballroom - Room 5
Basecamp Breakout Session
LOIS for Word Workshop
Location: Pacific Ballroom - Room 1
Workflows 101 Workshop
Location: Pacific Ballroom - Room 2
Keeping Your Organization Secure (Account Manager) Workshop
Location: Pacific Ballroom - Room 3
Attorney Reporting Workshop
Location: Pacific Ballroom - Room 4
Lead Docket Reporting Workshop
Location: Pacific Ballroom - Room 5
- LOIS for Word WorkshopPacific Ballroom - Room 1
- Workflows 101 WorkshopPacific Ballroom - Room 2
- Keeping Your Organization Secure (Account Manager) WorkshopPacific Ballroom - Room 3
- Attorney Reporting WorkshopPacific Ballroom - Room 4
- Lead Docket Reporting WorkshopPacific Ballroom - Room 5
Activity
Opening Cocktail Reception
Location: Grand Ballroom
- Opening Cocktail ReceptionGrand Ballroom
Breakfast & Exhibitor Hour
Breakfast & Exhibitor Hour
General Session
Ryan Anderson Welcome
Location: Grand Ballroom
Michael Anderson & Filevine Product Team
Location: Grand Ballroom
Dr. Cain Elliott & Filevine Futurists
Location: Grand Ballroom
- Ryan Anderson WelcomeGrand Ballroom
- Michael Anderson & Filevine Product TeamGrand Ballroom
- Dr. Cain Elliott & Filevine FuturistsGrand Ballroom
Break & Exhibitor Block
Break & Exhibitor Block
Breakout Session
What I Wish I Had Known: Trial Skills from the Courtroom's Edge
Location: Grand Ballroom
AI Beyond the Chat Window: Building an AI-Ready Government Legal Office
Location: Marina Ballroom - G
Filevine as a Living System: Building, Rebuilding, and Never Stopping
Location: San Diego Ballroom - Salon A + B
Rethinking Privacy and Security in the Age of AI
Location: San Diego Ballroom - Salon C
- What I Wish I Had Known: Trial Skills from the Courtroom's EdgeGrand Ballroom
- AI Beyond the Chat Window: Building an AI-Ready Government Legal OfficeMarina Ballroom - G
- Filevine as a Living System: Building, Rebuilding, and Never StoppingSan Diego Ballroom - Salon A + B
- Rethinking Privacy and Security in the Age of AISan Diego Ballroom - Salon C
Basecamp Breakout Session
Overview of Advanced Tools
Location: Pacific Ballroom - Room 1
Client Portal Workshop
Location: Pacific Ballroom - Room 2
Integrations 101
Location: Pacific Ballroom - Room 3
Ask an Expert - Open to all Attendees
Location: Pacific Ballroom - Room 4
Vinesign (Template Setup and Use) Workshop
Location: Pacific Ballroom - Room 5
- Overview of Advanced ToolsPacific Ballroom - Room 1
- Client Portal WorkshopPacific Ballroom - Room 2
- Integrations 101Pacific Ballroom - Room 3
- Ask an Expert - Open to all AttendeesPacific Ballroom - Room 4
- Vinesign (Template Setup and Use) WorkshopPacific Ballroom - Room 5
Breakout Session
The Element of Surprise in Litigation and Trial
Location: Grand Ballroom
One Office, Every Client: Managing Litigation, Advice Work, and Business Intelligence Inside Filevine at Napa County
Location: Marina Ballroom - G
Your Hedge Against AI: Turning Your Employees into Rainmakers with Filevine
Location: San Diego Ballroom - Salon A + B
The Prompt Playbook: Practical AI Skills for Modern Legal Teams
Location: San Diego Ballroom - Salon C
- The Element of Surprise in Litigation and TrialGrand Ballroom
- One Office, Every Client: Managing Litigation, Advice Work, and Business Intelligence Inside Filevine at Napa CountyMarina Ballroom - G
- Your Hedge Against AI: Turning Your Employees into Rainmakers with FilevineSan Diego Ballroom - Salon A + B
- The Prompt Playbook: Practical AI Skills for Modern Legal TeamsSan Diego Ballroom - Salon C
Basecamp Breakout Session
Depositions by Filevine 101
Location: Pacific Ballroom - Room 1
Time and Billing for the Time Keeper
Location: Pacific Ballroom - Room 2
Advanced Taskflow Workshop
Location: Pacific Ballroom - Room 3
Ask an Expert - Open to all Attendees
Location: Pacific Ballroom - Room 4
DataBridge 101
Location: Pacific Ballroom - Room 5
- Depositions by Filevine 101Pacific Ballroom - Room 1
- Time and Billing for the Time KeeperPacific Ballroom - Room 2
- Advanced Taskflow WorkshopPacific Ballroom - Room 3
- Ask an Expert - Open to all AttendeesPacific Ballroom - Room 4
- DataBridge 101Pacific Ballroom - Room 5
Lunch & Exhibitor Hour
Lunch & Exhibitor Hour
Breakout Session
AI on Trial: How Plaintiff & Defense Are Reshaping Legal Practice
Location: Grand Ballroom
Product Update: Filevine Docs for Transactional Law
Location: Marina Ballroom - G
Growth Without Compromise: The Trial-Readiness System That Helped a Firm Triple Its Caseload
Location: San Diego Ballroom - Salon A + B
From Resistance to Reliance: How Legal Teams Put LOIS to Work
Location: San Diego Ballroom - Salon C
- AI on Trial: How Plaintiff & Defense Are Reshaping Legal PracticeGrand Ballroom
- Product Update: Filevine Docs for Transactional LawMarina Ballroom - G
- Growth Without Compromise: The Trial-Readiness System That Helped a Firm Triple Its CaseloadSan Diego Ballroom - Salon A + B
- From Resistance to Reliance: How Legal Teams Put LOIS to WorkSan Diego Ballroom - Salon C
Basecamp Breakout Session
LOIS Workflows 101
Location: Pacific Ballroom - Room 1
Document Management 201
Location: Pacific Ballroom - Room 2
Deadline Chain Workshop
Location: Pacific Ballroom - Room 3
Ask an Expert - Open to all Attendees
Location: Pacific Ballroom - Room 4
Time and Billing for the Time Keeper Workshop
Location: Pacific Ballroom - Room 5
- LOIS Workflows 101Pacific Ballroom - Room 1
- Document Management 201Pacific Ballroom - Room 2
- Deadline Chain WorkshopPacific Ballroom - Room 3
- Ask an Expert - Open to all AttendeesPacific Ballroom - Room 4
- Time and Billing for the Time Keeper WorkshopPacific Ballroom - Room 5
Breakout Session
From Intake to Lifelong Clients - Modern Legal Marketing on Both Sides of the Case
Location: Grand Ballroom
Product Update: Time and Billing in LOIS (and Other Updates)
Location: Marina Ballroom - G
From 80,000 Cases to Action: How AI and Smart Workflows Power Modern Mass Torts
Location: San Diego Ballroom - Salon A + B
You Bought the Legal AI Tools. Now What?
Location: San Diego Ballroom - Salon C
- From Intake to Lifelong Clients - Modern Legal Marketing on Both Sides of the CaseGrand Ballroom
- Product Update: Time and Billing in LOIS (and Other Updates)Marina Ballroom - G
- From 80,000 Cases to Action: How AI and Smart Workflows Power Modern Mass TortsSan Diego Ballroom - Salon A + B
- You Bought the Legal AI Tools. Now What?San Diego Ballroom - Salon C
Basecamp Breakout Session
LOIS Workflows 101 Workshop
Location: Pacific Ballroom - Room 1
Document Management 201 Workshop
Location: Pacific Ballroom - Room 2
Overview of Advanced Tools
Location: Pacific Ballroom - Room 3
Ask an Expert - Open to all Attendees
Location: Pacific Ballroom - Room 4
Lead Docket Advanced
Location: Pacific Ballroom - Room 5
- LOIS Workflows 101 WorkshopPacific Ballroom - Room 1
- Document Management 201 WorkshopPacific Ballroom - Room 2
- Overview of Advanced ToolsPacific Ballroom - Room 3
- Ask an Expert - Open to all AttendeesPacific Ballroom - Room 4
- Lead Docket AdvancedPacific Ballroom - Room 5
Break & Exhibitor Block
Break & Exhibitor Block
General Session
Kwame Christian: Best-selling Author, Keynote Speaker, and CEO
Location: Grand Ballroom
- Kwame Christian: Best-selling Author, Keynote Speaker, and CEOGrand Ballroom
Exhibitor Block
Exhibitor Block
Activity
Flight Deck Welcome Party - Sponsored by Swyft
- Flight Deck Welcome Party - Sponsored by Swyft
Breakfast & Exhibitor Hour
Breakfast & Exhibitor Hour
General Session
Navigating Legal AI Ethics Panel
Location: Grand Ballroom
Fireside Chat with Joe Tacopina: Inside the Courtroom with One of America's Top Trial Attorneys
Location: Grand Ballroom
Join us for a candid fireside conversation with Joseph Tacopina, founder and lead trial attorney of Tacopina, Seigel & DeOreo. Over three decades, Mr. Tacopina has tried more than 100 cases and represented an extraordinary range of high-profile clients, including President Donald J. Trump, A$AP Rocky, Alex Rodriguez, Michael Jackson, and the Washington Commanders. A former Brooklyn prosecutor turned nationally recognized defense attorney, faculty member at Harvard Law School's Trial Advocacy Workshop, and regular legal commentator on ABC, CNN, Fox News, MSNBC, and Newsmax, he'll share firsthand insights on trial strategy, cross-examination, and life in the courtroom.
- Navigating Legal AI Ethics PanelGrand Ballroom
- Fireside Chat with Joe Tacopina: Inside the Courtroom with One of America's Top Trial AttorneysGrand Ballroom
Break & Exhibitor Block
Break & Exhibitor Block
Breakout Session
From Weeks to Minutes: What Agentic Record Retrieval Means for Trial Attorneys
Location: Grand Ballroom
Bridging the Divide: Real-World Lessons from Public Sector and Private Practice Legal Ops
Location: Marina Ballroom - G
Product Workshop: Drafting and Research
Location: San Diego Ballroom - Salon A + B
Two Firms, One Platform: Configuring Filevine Around Your Practice
Location: San Diego Ballroom - Salon C
- From Weeks to Minutes: What Agentic Record Retrieval Means for Trial AttorneysGrand Ballroom
- Bridging the Divide: Real-World Lessons from Public Sector and Private Practice Legal OpsMarina Ballroom - G
- Product Workshop: Drafting and ResearchSan Diego Ballroom - Salon A + B
- Two Firms, One Platform: Configuring Filevine Around Your PracticeSan Diego Ballroom - Salon C
Basecamp Breakout Session
Document Management 101 (including intro to FVDA)
Location: Pacific Ballroom - Room 1
Mass Actions Advanced Tools
Location: Pacific Ballroom - Room 2
Timely 101
Location: Pacific Ballroom - Room 3
Ask an Expert - Open to all Attendees
Location: Pacific Ballroom - Room 4
Paralegal Reporting
Location: Pacific Ballroom - Room 5
- Document Management 101 (including intro to FVDA)Pacific Ballroom - Room 1
- Mass Actions Advanced ToolsPacific Ballroom - Room 2
- Timely 101Pacific Ballroom - Room 3
- Ask an Expert - Open to all AttendeesPacific Ballroom - Room 4
- Paralegal ReportingPacific Ballroom - Room 5
Breakout Session
The High-Value Case Playbook: Trial Strategies, Negotiation Tactics, and the Art of Maximizing Outcomes
Location: Grand Ballroom
From Fear to Framework: Building a Safe AI Strategy for Government Legal Teams
Location: Marina Ballroom - G
10 Ways to Supercharge Your Filevine
Location: San Diego Ballroom - Salon A + B
One Platform, Every Matter: How SRM Built an In-House Legal Operating System
Location: San Diego Ballroom - Salon C
- The High-Value Case Playbook: Trial Strategies, Negotiation Tactics, and the Art of Maximizing OutcomesGrand Ballroom
- From Fear to Framework: Building a Safe AI Strategy for Government Legal TeamsMarina Ballroom - G
- 10 Ways to Supercharge Your FilevineSan Diego Ballroom - Salon A + B
- One Platform, Every Matter: How SRM Built an In-House Legal Operating SystemSan Diego Ballroom - Salon C
Basecamp Breakout Session
Document Management 101 (including intro to FVDA) Workshop
Location: Pacific Ballroom - Room 1
FVDA Advanced (Template Builder)
Location: Pacific Ballroom - Room 2
Financials/Payments/Invoicing for the Billing Admin
Location: Pacific Ballroom - Room 3
Ask an Expert - Open to all Attendees
Location: Pacific Ballroom - Room 4
Paralegal Reporting Workshop
Location: Pacific Ballroom - Room 5
- Document Management 101 (including intro to FVDA) WorkshopPacific Ballroom - Room 1
- FVDA Advanced (Template Builder)Pacific Ballroom - Room 2
- Financials/Payments/Invoicing for the Billing AdminPacific Ballroom - Room 3
- Ask an Expert - Open to all AttendeesPacific Ballroom - Room 4
- Paralegal Reporting WorkshopPacific Ballroom - Room 5
Lunch & Exhibitor Hour
Lunch & Exhibitor Hour
Breakout Session
Glow Up or Blow Up: From Settlement Focused to Verdict Driven
Location: Grand Ballroom
AI in the Trenches: Efficiency, Ethics, and the Future of Legal Work
Location: Marina Ballroom - G
Always Ready: What the Coast Guard Taught Me About Running Law Firms
Location: San Diego Ballroom - Salon A + B
AI Compass: Turning AI Overload into Legal Impact
Location: San Diego Ballroom - Salon C
- Glow Up or Blow Up: From Settlement Focused to Verdict DrivenGrand Ballroom
- AI in the Trenches: Efficiency, Ethics, and the Future of Legal WorkMarina Ballroom - G
- Always Ready: What the Coast Guard Taught Me About Running Law FirmsSan Diego Ballroom - Salon A + B
- AI Compass: Turning AI Overload into Legal ImpactSan Diego Ballroom - Salon C
Basecamp Breakout Session
Deadline Chain Workshop
Location: Pacific Ballroom - Room 1
FVDA Advanced (Template Builder) Workshop
Location: Pacific Ballroom - Room 2
Periscope 101
Location: Pacific Ballroom - Room 3
Ask an Expert - Open to all Attendees
Location: Pacific Ballroom - Room 4
Financials/Payments/Invoicing for the Billing Admin Workshop
Location: Pacific Ballroom - Room 5
- Deadline Chain WorkshopPacific Ballroom - Room 1
- FVDA Advanced (Template Builder) WorkshopPacific Ballroom - Room 2
- Periscope 101Pacific Ballroom - Room 3
- Ask an Expert - Open to all AttendeesPacific Ballroom - Room 4
- Financials/Payments/Invoicing for the Billing Admin WorkshopPacific Ballroom - Room 5
Breakout Session
The Deposition Advantage: Turning Testimony into Action with Depo CoPilot
Location: Grand Ballroom
Crushing Chaos: Run Your Firm on Numbers, Not Nerves
Location: San Diego Ballroom - Salon A + B
Ask the Product Team: Live Q&A with Filevine Product
Location: San Diego Ballroom - Salon C
- The Deposition Advantage: Turning Testimony into Action with Depo CoPilotGrand Ballroom
- Crushing Chaos: Run Your Firm on Numbers, Not NervesSan Diego Ballroom - Salon A + B
- Ask the Product Team: Live Q&A with Filevine ProductSan Diego Ballroom - Salon C
Basecamp Breakout Session
Prompting For LOIS Console Workshop
Location: Pacific Ballroom - Room 1
Depositions by Filevine 101
Location: Pacific Ballroom - Room 2
Periscope Walkthrough
Location: Pacific Ballroom - Room 3
Ask an Expert - Open to all Attendees
Location: Pacific Ballroom - Room 4
Mass Actions Advanced Tools
Location: Pacific Ballroom - Room 5
- Prompting For LOIS Console WorkshopPacific Ballroom - Room 1
- Depositions by Filevine 101Pacific Ballroom - Room 2
- Periscope WalkthroughPacific Ballroom - Room 3
- Ask an Expert - Open to all AttendeesPacific Ballroom - Room 4
- Mass Actions Advanced ToolsPacific Ballroom - Room 5
Break & Exhibitor Block
Break & Exhibitor Block
General Session
Keynote: Matthew McConaughey
Location: Grand Ballroom
- Keynote: Matthew McConaugheyGrand Ballroom
Activity
LEX Fest
- LEX Fest
Breakfast
Breakfast
Basecamp Breakout Session
Ask an Expert
Location: Pacific Ballroom - Room 4
- Ask an ExpertPacific Ballroom - Room 4
Monday, Oct. 26
Breakfast
Document Management 101 (including intro to FVDA)
Working with Filevine AI/LOIS
FVDA Advanced (Template Builder)
Building and Maintaining Your Filevine Environment (Contacts & Customs Editor)
Paralegal Reporting
Document Management 101 (including intro to FVDA) Workshop
Working with Filevine AI/LOIS Workshop
FVDA Advanced (Template Builder) Workshop
Building and Maintaining Your Filevine Environment (Contacts & Customs Editor) Workshop
Paralegal Reporting Workshop
Prompting For LOIS Console
LOIS for Word (Playbooks)
Keeping Your Organization Secure (Account Manager)
Attorney Reporting
Calendar Best Practices Workshop
Prompting For LOIS Console Workshop
LOIS for Word Workshop
Keeping Your Organization Secure (Account Manager) Workshop
Attorney Reporting Workshop
Medchron by Filevine
Lunch
Working with Filevine AI/LOIS
Document Management 201
Building and Maintaining Your Filevine Environment (Contacts & Customs Editor)
Financial Admins Reporting
Lead Docket 101
Working with Filevine AI/LOIS Workshop
Document Management 201 Workshop
Building and Maintaining Your Filevine Environment (Contacts & Customs Editor) Workshop
Financial Admins Reporting Workshop
Lead Docket 101 Workshop
LOIS for Word (Playbooks)
Workflows 101
Keeping Your Organization Secure (Account Manager)
Attorney Reporting
Lead Docket Marketing Best Practices
LOIS for Word Workshop
Workflows 101 Workshop
Keeping Your Organization Secure (Account Manager) Workshop
Attorney Reporting Workshop
Lead Docket Reporting Workshop
Opening Cocktail Reception
Tuesday, Oct. 27
Breakfast & Exhibitor Hour
Ryan Anderson Welcome
Michael Anderson & Filevine Product Team
Dr. Cain Elliott & Filevine Futurists
Break & Exhibitor Block
What I Wish I Had Known: Trial Skills from the Courtroom's Edge
AI Beyond the Chat Window: Building an AI-Ready Government Legal Office
Overview of Advanced Tools
Client Portal Workshop
Integrations 101
Ask an Expert - Open to all Attendees
Vinesign (Template Setup and Use) Workshop
Filevine as a Living System: Building, Rebuilding, and Never Stopping
Rethinking Privacy and Security in the Age of AI
The Element of Surprise in Litigation and Trial
One Office, Every Client: Managing Litigation, Advice Work, and Business Intelligence Inside Filevine at Napa County
Depositions by Filevine 101
Time and Billing for the Time Keeper
Advanced Taskflow Workshop
Ask an Expert - Open to all Attendees
DataBridge 101
Your Hedge Against AI: Turning Your Employees into Rainmakers with Filevine
The Prompt Playbook: Practical AI Skills for Modern Legal Teams
Lunch & Exhibitor Hour
AI on Trial: How Plaintiff & Defense Are Reshaping Legal Practice
Product Update: Filevine Docs for Transactional Law
LOIS Workflows 101
Document Management 201
Deadline Chain Workshop
Ask an Expert - Open to all Attendees
Time and Billing for the Time Keeper Workshop
Growth Without Compromise: The Trial-Readiness System That Helped a Firm Triple Its Caseload
From Resistance to Reliance: How Legal Teams Put LOIS to Work
From Intake to Lifelong Clients - Modern Legal Marketing on Both Sides of the Case
Product Update: Time and Billing in LOIS (and Other Updates)
LOIS Workflows 101 Workshop
Document Management 201 Workshop
Overview of Advanced Tools
Ask an Expert - Open to all Attendees
Lead Docket Advanced
From 80,000 Cases to Action: How AI and Smart Workflows Power Modern Mass Torts
You Bought the Legal AI Tools. Now What?
Break & Exhibitor Block
Kwame Christian: Best-selling Author, Keynote Speaker, and CEO
Exhibitor Block
Flight Deck Welcome Party - Sponsored by Swyft
Wednesday, Oct. 28
Breakfast & Exhibitor Hour
Navigating Legal AI Ethics Panel
Fireside Chat with Joe Tacopina: Inside the Courtroom with One of America's Top Trial Attorneys
Break & Exhibitor Block
From Weeks to Minutes: What Agentic Record Retrieval Means for Trial Attorneys
Bridging the Divide: Real-World Lessons from Public Sector and Private Practice Legal Ops
Document Management 101 (including intro to FVDA)
Mass Actions Advanced Tools
Timely 101
Ask an Expert - Open to all Attendees
Paralegal Reporting
Product Workshop: Drafting and Research
Two Firms, One Platform: Configuring Filevine Around Your Practice
The High-Value Case Playbook: Trial Strategies, Negotiation Tactics, and the Art of Maximizing Outcomes
From Fear to Framework: Building a Safe AI Strategy for Government Legal Teams
Document Management 101 (including intro to FVDA) Workshop
FVDA Advanced (Template Builder)
Financials/Payments/Invoicing for the Billing Admin
Ask an Expert - Open to all Attendees
Paralegal Reporting Workshop
10 Ways to Supercharge Your Filevine
One Platform, Every Matter: How SRM Built an In-House Legal Operating System
Lunch & Exhibitor Hour
Glow Up or Blow Up: From Settlement Focused to Verdict Driven
AI in the Trenches: Efficiency, Ethics, and the Future of Legal Work
Deadline Chain Workshop
FVDA Advanced (Template Builder) Workshop
Periscope 101
Ask an Expert - Open to all Attendees
Financials/Payments/Invoicing for the Billing Admin Workshop
Always Ready: What the Coast Guard Taught Me About Running Law Firms
AI Compass: Turning AI Overload into Legal Impact
The Deposition Advantage: Turning Testimony into Action with Depo CoPilot
Prompting For LOIS Console Workshop
Depositions by Filevine 101
Periscope Walkthrough
Ask an Expert - Open to all Attendees
Mass Actions Advanced Tools
Crushing Chaos: Run Your Firm on Numbers, Not Nerves
Ask the Product Team: Live Q&A with Filevine Product
Break & Exhibitor Block
Keynote: Matthew McConaughey
LEX Fest
Thursday, Oct. 29
Breakfast
Ask an Expert
GET INSIDER ACCESS
Ready for the legal event of the year?

Kwame Christian, a first-generation Caribbean American from Tiffin, Ohio, transformed his life through a negotiation course in law school, revealing that negotiation is a learnable skill. This discovery led him to excel in negotiation competitions, win national awards, and ultimately found the American Negotiation Institute. His personal journey from a people pleaser to a master negotiator is relatable and inspiring, resonating deeply with audiences and empowering them to handle challenging conversations confidently.
He is a best-selling author, keynote speaker, and CEO of the American Negotiation Institute. His top negotiation podcast, Negotiate Anything, has over 15 million downloads in 180+ countries. His TEDx Talk, Finding Confidence in Conflict, has 650,000+ views. His books, Finding Confidence in Conflict and How to Have Difficult Conversations About Race, are both bestsellers that have made significant impacts.
As a LinkedIn Top Voice, Kwame partnered with LinkedIn to create the platform’s only negotiation certificate program — a certificate that has been earned by more than 30,000 negotiators worldwide to date.
Featured in Forbes, NPR, USA Today, and CNBC, Kwame has collaborated with Fortune 500 companies like Google, Apple, and NASA. He has received several accolades, including:
· John Glenn College of Public Affairs Young Alumni Award (2020)
· Moritz College of Law Outstanding Recent Alumnus Award (2021) · Columbus 40 under 40 (2022) · OSU William Oxley Thompson Alumni Award (2023)As a business attorney and LinkedIn Learning Instructor with over 2.3 million learners, Kwame's proudest achievement is his family: his wife, Dr. Whitney Christian, and their two sons, Kai and Dominic. Fun Fact: Kwame is a chess enthusiast, ranking in the 99th percentile on Chess.com.

Michael Anderson is the Chief Product Officer at Filevine. Michael has had a career in digital transformation work straddling technology and finance industries. He specializes in analytics, technology solutioning, and implementation. Prior experience includes leadership roles in global credit risk analytics at Goldman Sachs and product support at Qualtrics. Michael holds a BA from Brigham Young University in International Relations and an MA in International Economics from Johns Hopkins University School of Advanced International Studies.

Robert J. Kopka has handled a wide variety of business disputes, commercial litigation and insurance defense matters for more than 30 years, including consumer fraud, breach of contract, significant bodily injury, and employment disputes. Bob handles large lawsuits, appeals and a wide range of alternative dispute resolutions. His experience extends to professional liability including insurance and real estate agent errors and omissions, legal malpractice and director’s and officer’s errors and omissions. Bob litigates declaratory judgment actions on behalf of insurance companies and advises them regarding coverage. He also defends toxic tort suits involving asbestos, pesticides, paints, and industrial coatings. Representing common carriers in hazardous waste and toxic spill litigation, Bob also directs the firm’s transportation department including automobile, UM/UIM, trucking, and FELA defense. He has argued appeals before the United States Supreme Court, the Illinois and Indiana Supreme Courts and several other federal and state appellate courts. Prior to forming Kopka and its predecessor firm Kopka, Landau & Pinkus in 1999, Bob formed Landau, Omahana & Kopka in 1987. A member of the Federal Trial Bar, Bob has been admitted pro hac vice, for the purpose of trying individual cases from coast to coast. He is a frequent speaker on various topics, including tort reform, insurance coverage, litigation management techniques, alternative billing arrangements, premises liability, additional insured endorsements, admiralty, and warehouseman’s legal liability. Bob is a founding member of the National Retail and Restaurant Defense Association, whose mission is to advance and protect the interests of the retail and restaurant industry; he serves on the Board of Directors and is the Past President.

Joshua currently serves as the Assistant Director of the Utah County Public Defender Association, where he is instrumental in organizational management, strategic decision-making, and the professional development of the Association’s legal team. His responsibilities include overseeing the recruitment and training of attorneys, monitoring court-appointed case assignments, and coordinating with funding stakeholders to advocate for the Association’s operational needs. He has held the position of Adjunct Professor at Brigham Young University School of Law since the fall of 2023. Joshua has maintained his membership in the Utah State Bar in good standing since his admission in October 2008. With seventeen years of experience as a trial attorney, Joshua has represented clients in a comprehensive array of criminal matters, including aggravated murder, felony sex offenses, and cases of varying degrees of complexity and severity. He is highly skilled in client management, conflict resolution, evidentiary procedures, criminal law, and statutory interpretation. In addition, he is fluent in Spanish and possesses considerable experience representing Spanish-speaking defendants. An advocate for technological innovation in the legal field, Joshua pioneered the implementation of a digital case management system for his office in 2009, which was utilized for eight years prior to the adoption of Filevine case management software. He has since become proficient in customizing Filevine to optimize the office’s operational efficiency. Joshua is also deeply committed to attorney education, contributing to new lawyer training initiatives within the public defender office, the Utah State Bar, and as an adjunct faculty member at BYU Law School. Joshua is a native of Utah County, holding a bachelor’s degree in psychology from Brigham Young University and a Juris Doctorate from Gonzaga University School of Law. He is dedicated to serving his local community, notably as a volunteer program director for youth lacrosse in the Provo/Orem area. Outside of his professional and community endeavors, Joshua enjoys engaging in golf, lacrosse, pickleball, trail running, hiking, and philosophical reading. He appreciates leisure time at the beach under palm trees and is an avid fan of the Boston Red Sox.

Paul Davis is the Chief Information Officer for the Arkansas Attorney General’s office, where he leads cutting-edge initiatives in cybersecurity and technology innovation. With a foundation in electronics repair and a degree in computer science and software engineering, Paul combines hands-on technical expertise with a deep understanding of systems architecture and software development.
Paul is dedicated to driving forward-thinking solutions in the public sector, ensuring secure, efficient, and scalable IT operations. His passion for cybersecurity and innovative problem-solving continues to protect critical infrastructure and sensitive data in an ever-evolving digital landscape.

Mary Kathryn Davis is a Georgia native who attended Georgia State University in Atlanta to obtain an English degree with a minor in public speaking. She also received an Associate’s degree with honors in Music from Truett McConnell College in North Georgia.
While in college, Kathryn was an English Tutor and served as News Editor for The Signal newspaper. After graduating cum laude from Georgia State University, Kathryn returned to the Georgia State University College of Law to obtain her Juris Doctorate. While in law school, Kathryn was honored with an Atlanta Law School Fellowship, and received the Michelle Fergueson Priestly Award (for community service and academic performance).
Kathryn also served as president of the Public Interest Law Association (PILA) and Chair of the PILA Annual Scholarship Auction. Additionally, Kathryn was selected to participate in Student Trial Lawyer’s Association competitions, placing in the semi-finals. Kathryn is currently barred in both Georgia and North Carolina.
Prior to joining The Roth Firm, Kathryn Davis held the position of Senior Managing Attorney at a national real estate law firm, overseeing thousands of transactions across the country.
Kathryn currently serves as the firm’s Practice Manager, working to maintain the firm’s high standards of superior personal service. Outside of work, Kathryn enjoys family time with her husband, children, and extended family. She also enjoys weekends at the lake and volunteering with the Humane Society of the United States.

Jessica Conn is a Shareholder at Starfield & Smith in the firm's Plymouth Meeting, Pennsylvania office, where she focuses her practice on business law with an emphasis on commercial lending and government guaranteed lending. She represents banks, credit unions, and Certified Development Companies throughout the loan closing and funding process. Jessica advises lenders on complex SBA lending matters, including reviewing guaranty purchase packages, assisting with appeals of SBA recommendations for repair or denial of guarantees, conducting post-closing audits of individual loans and SBA loan portfolios, and consulting on loan structuring and eligibility requirements. Outside of her practice, Jessica enjoys spending time with her family and exploring her passion for cooking.

Jessica Conn is a Shareholder at Starfield & Smith in the firm's Plymouth Meeting, Pennsylvania office, where she focuses her practice on business law with an emphasis on commercial lending and government guaranteed lending. She represents banks, credit unions, and Certified Development Companies throughout the loan closing and funding process. Jessica advises lenders on complex SBA lending matters, including reviewing guaranty purchase packages, assisting with appeals of SBA recommendations for repair or denial of guarantees, conducting post-closing audits of individual loans and SBA loan portfolios, and consulting on loan structuring and eligibility requirements. Outside of her practice, Jessica enjoys spending time with her family and exploring her passion for cooking.

Yes, THAT McConaughey. Hollywood's most convincing lawyer who never passed the bar. He defended a wrongly accused man as idealistic small-town attorney Jake Brigance in A Time to Kill. He argued for the freedom of enslaved men before the Supreme Court as real-life abolitionist lawyer Roger Sherman Baldwin in Amistad. He ran his practice out of the back seat of a Lincoln as Mickey Haller in The Lincoln Lawyer. And when he wasn’t defending the law, he was bending it — smuggling unapproved medication past the FDA in Dallas Buyers Club (which, fun fact, won him an actual Oscar) and leading a Confederate desertion against an unjust system in Free State of Jones.
Before Hollywood, he was just a kid from Uvalde, Texas, who studied film at the University of Texas and broke through in Dazed and Confused. These days he’s an author (Greenlights), a professor back at UT, and about to trade the big screen for the LEX stage.
Come hear him talk about the law, movies, and everything in between.

Michael Alder is owner and Senior Trial Attorney at AlderLaw, a leading Los Angeles firm that represents plaintiffs in personal injury, business torts and employment litigation cases. As one of the top trial attorneys in California, Mr. Alder vigorously pursues all cases on behalf of his clients who have suffered injustices.
As an underdog advocate, Mr. Alder takes pride in being personally involved in every case his firm takes on. Along with his team of lawyers, paralegals, law clerks and litigation assistants, he is consistently breaking records and earning the praise of the press with significant settlements and impressive verdicts.
The former CAALA president, well renowned speaker, and published author on trial strategy has a long history of supporting other trial attorneys. Mr. Alder maintains a 9,000-deposition database and an expert witness directory and provides information, at no charge, to up and coming lawyers upon request.

Michael Alder is owner and Senior Trial Attorney at AlderLaw, a leading Los Angeles firm that represents plaintiffs in personal injury, business torts and employment litigation cases. As one of the top trial attorneys in California, Mr. Alder vigorously pursues all cases on behalf of his clients who have suffered injustices.
As an underdog advocate, Mr. Alder takes pride in being personally involved in every case his firm takes on. Along with his team of lawyers, paralegals, law clerks and litigation assistants, he is consistently breaking records and earning the praise of the press with significant settlements and impressive verdicts.
The former CAALA president, well renowned speaker, and published author on trial strategy has a long history of supporting other trial attorneys. Mr. Alder maintains a 9,000-deposition database and an expert witness directory and provides information, at no charge, to up and coming lawyers upon request.

Bill Umansky is the founder of The Umansky Law Firm, an eight-figure, 50-person personal injury and criminal defense firm recognized for its award-winning culture, strong brand, and sustained growth. A nationally sought-after speaker, law firm coach, and author of Tiger Tactics and Tiger Tactics: CEO Edition, Bill helps attorneys build firms that are both profitable and people-focused. While the legal industry races to embrace AI and automation, Bill believes the greatest competitive advantage remains profoundly human: developing your people into trusted rainmakers. In this high-energy, story-driven session, he’ll share the leadership principles, systems, and real-world strategies that have helped transform his team into one of the firm’s greatest growth assets—and why investing in your people may be the best hedge against changing algorithms, evolving technology, and the age of AI. You’ll leave with practical ideas you can implement immediately to build a culture that attracts top talent, creates loyal rainmakers, and drives long-term growth.

Sona Sulakian is VP, AI Products at Filevine and the former Co-Founder and CEO of Pincites, an AI-native contract review and negotiation platform acquired by Filevine. As a strategic transactions attorney and registered patent attorney, she brings deep legal and technical expertise to building systems that standardize and scale contract negotiation. Sona has advised both startups and Fortune 500 companies on digital transformation, automation, and AI-driven approaches to contract management, compliance, and due diligence. Her career spans big law as well as roles across pharmaceuticals, finance, and nonprofit sectors. She holds a J.D. from the University of Southern California and a B.S. in Biology and a B.A. in Classics from Stanford University.

Sona Sulakian is VP, AI Products at Filevine and the former Co-Founder and CEO of Pincites, an AI-native contract review and negotiation platform acquired by Filevine. As a strategic transactions attorney and registered patent attorney, she brings deep legal and technical expertise to building systems that standardize and scale contract negotiation. Sona has advised both startups and Fortune 500 companies on digital transformation, automation, and AI-driven approaches to contract management, compliance, and due diligence. Her career spans big law as well as roles across pharmaceuticals, finance, and nonprofit sectors. She holds a J.D. from the University of Southern California and a B.S. in Biology and a B.A. in Classics from Stanford University.

Mitri S. Shatara, J.D. serves as an attorney and Executive Vice President of Alexander Shunnarah Trial Attorneys. Mitri is an integral member of the firm’s leadership team, growing the law firm into the leading and most recognizable personal injury law firm in the Southeast and now nationwide. Mitri’s forward-thinking strategy and vision for business development led to tremendous growth nationwide, with seven new offices and multiple partnerships opening in 2020, 2021, and 2022. Mitri continuously identifies and explores new opportunities for increased growth and reach while always supporting and leading the local Birmingham team. Mitri has worked full-time for Alexander Shunnarah Trial Attorneys since graduating from high school, supporting the firm in various roles and functions. In addition to managing business development and firm growth, Shatara serves as Alexander Shunnarah’s right-hand man regarding firm happenings and community involvement initiatives. He has worked with the firm since 2009.

Mitri S. Shatara, J.D. serves as an attorney and Executive Vice President of Alexander Shunnarah Trial Attorneys. Mitri is an integral member of the firm’s leadership team, growing the law firm into the leading and most recognizable personal injury law firm in the Southeast and now nationwide. Mitri’s forward-thinking strategy and vision for business development led to tremendous growth nationwide, with seven new offices and multiple partnerships opening in 2020, 2021, and 2022. Mitri continuously identifies and explores new opportunities for increased growth and reach while always supporting and leading the local Birmingham team. Mitri has worked full-time for Alexander Shunnarah Trial Attorneys since graduating from high school, supporting the firm in various roles and functions. In addition to managing business development and firm growth, Shatara serves as Alexander Shunnarah’s right-hand man regarding firm happenings and community involvement initiatives. He has worked with the firm since 2009.

Jonathan L. Bing, Shareholder in the Government Law & Policy Practice and Chair of the Liquor Licensing Group of Greenberg Traurig, LLP, advises corporate, association, and nonprofit clients across industries including entertainment, financial services, health care, hospitality, transportation, real estate, and social services. He helps clients advance legislation, secure state and city funding, and navigate New York government. Jonathan has represented a diverse range of organizations, including major health care systems, national accounting and advertising firms, the trade association representing the Broadway and live entertainment industry, and leading nonprofit organizations. In the hospitality sector, he represents clients ranging from local restaurants and bars to major hotel chains and cultural attractions throughout the liquor licensing process. As Chair of the Liquor Licensing Group, he coordinates Greenberg Traurig professionals across multiple states and advocates before New York City agencies and the New York State Liquor Authority.
Prior to joining Greenberg Traurig, Jonathan served five terms in the New York State Assembly, where he authored 85 bills that passed the Assembly, including 35 signed into law. His legislative work included expanding protections for September 11 rescue and recovery workers, New York’s no-fault divorce law, and legislation providing cultural and higher education institutions greater flexibility with their endowments. At the request of Governor Andrew Cuomo, Jonathan left the Assembly to serve as Special Deputy Superintendent at the New York Department of Financial Services, overseeing approximately 75 insolvent insurance companies with more than $3 billion in assets and 2,500 legal matters. Earlier in his career, he practiced labor and employment law and served as New York Coordinator for the FEMA/American Bar Association’s Disaster Legal Services program following September 11, helping coordinate free legal assistance for nearly 1,000 affected New Yorkers.

J.D. serves as General Counsel for SRM Concrete, where he oversees all legal matters for the company and provides guidance on corporate governance, compliance, contracts, and acquisitions. He has supported SRM in various legal capacities since 2010 and formally joined the company in 2020, bringing with him a wealth of experience in both law and business. His role is critical in navigating the complex legal landscape that comes with SRM’s nationwide operations and continued expansion. J.D. earned his undergraduate degree from Furman University in 2002 and his Juris Doctor from the Cumberland School of Law at Samford University in 2005. That same year, he was admitted to the Tennessee Bar. He began his legal career at the law firm of Kious, Rodgers, Barger, Holder & King, PLLC, where he developed a strong foundation in business and real estate law. His talent and dedication earned him a partnership at the firm, where he advised clients across a broad range of industries. In addition to his legal practice, J.D. has extensive entrepreneurial experience. He owned and operated a full-service real estate title and escrow company for more than a decade, gaining deep insight into real estate transactions, financing, and property law. This background uniquely positioned him to add value to SRM’s growth strategy, particularly in the areas of acquisitions, real estate development, and contract negotiation. Today, as SRM’s General Counsel, J.D. combines his legal expertise and business acumen to provide practical, strategic advice that supports the company’s long-term vision and operational success.

Elaine focuses on representing clients in privacy and data security matters, including litigating claims involving privacy issues, helping clients manage emerging risks and conduct privacy risk assessments, and advising on regulatory and compliance issues. She has been involved in numerous trials, as well as arbitration proceedings, related to contract and general business disputes, trade secret matters, complex unfair competition and business practice claims, and professional liability.
Elaine has earned the ANSI-accredited Certified Information Privacy Professional/United States (CIPP/US) and the Certified Information Privacy Manager (CIPM) credentials through the International Association of Privacy Professionals (IAPP), and is the leader of Procopio’s Privacy and Cybersecurity practice and the firm’s Privacy Officer.

Ben Hanuka is a commercial and franchise litigator, mediator and arbitrator and the principal of Law Works, a boutique litigation firm practising in Ontario, Alberta, and British Columbia. He has acted as counsel in leading franchise court decisions over a twenty-eight year practice spanning franchise disputes, franchise disclosure compliance, and commercial litigation.
At Law Works, Ben has integrated Filevine and LOIS into the firm's litigation and complex commercial disclosure work - spanning case management, document review, and franchise due diligence from early investigation through to completion. The firm invests in ongoing AI training and knowledge-sharing with staff in building and refining its workflows.
Ben holds a JD (1996) and LLM (2015) from Osgoode Hall Law School (Toronto), is certified by the Law Society of Ontario as a Specialist in Civil Litigation (2015) and is a Fellow of the Chartered Institute of Arbitrators. He is a member of the Bars of Ontario, Alberta, and British Columbia, and is listed as a leading franchise practitioner in Best Lawyers in Canada and the Canadian Lexpert Directory. Ben is an active participant in legal and arbitration organizations in Canada, the United States, and internationally, including the Chartered Institute of Arbitrators, the Toronto Commercial Arbitration Society, the American Bar Association, the International Bar Association, and the Sedona Conference.

Antonio C. Irizarry is the Managing Partner and Co-Founder of CFI Consultants, LLC, a consulting firm focused on litigation operations, analytics, and performance management for insurance carriers, litigation departments, and law firms. He specializes in helping organizations improve visibility into litigation portfolios through data-driven reporting, operational strategy, process improvement, and technology adoption.
In addition to leading CFI Consultants, Antonio serves as Director of Business Operations at Callahan & Fusco, LLC, a regional insurance defense law firm. As the only non-attorney member of the firm’s Executive Committee, he oversees operational strategy, client service initiatives, technology implementation, financial performance, and firm growth. Throughout his career, he has developed litigation reporting frameworks, operational workflows, alternative fee arrangement programs, and performance metrics designed to improve decision-making and strengthen collaboration between claims professionals and legal teams.
With nearly two decades of experience working alongside carriers, attorneys, and litigation professionals, Antonio brings a practical perspective on leveraging technology, analytics, and operational discipline to drive better outcomes across the litigation lifecycle.

Attorney Brian M. Flood has devoted his entire legal career to advocating for injured individuals and holding insurance companies accountable. Inspired by his father to pursue a career in law, Brian developed an early understanding of two fundamental truths: the court system can be difficult for injured people to navigate on their own, and the strongest outcomes are achieved by attorneys who are fully prepared to take cases to trial.
By choice, Brian has never represented insurance companies. For more than 25 years, he has remained firmly on one side of the courtroom, standing alongside injured individuals and their families. Throughout his career, he has successfully resolved thousands of cases and has taken approximately 200 cases to verdict—an increasingly rare level of trial experience. This depth of experience plays a critical role in his practice, as insurance companies recognize which attorneys are willing and able to go to trial and adjust their settlement strategies accordingly.

Beatriz Galindo serves as Lead, Legal Operations AI Innovation & Compliance for Covista's Legal Team, leading the design, implementation, and oversight of global compliance programs across ethics, international law, anti-bribery and corruption, TCPA compliance, privacy, and information governance. Her work focuses on artificial intelligence, contracts, and the evaluation and implementation of AI and SaaS tools.
With a strong emphasis on the role of compliance in organizational success, Beatriz collaborates across internal teams to align standards and deliver impactful training and communication initiatives. Her previous roles include Director of Compliance in the telemedicine, healthcare, and pharmaceutical industries, as well as extensive experience in credentialing, training, litigation, and corporate governance.

Mr. Cole practices with an emphasis in hospitality and retail industry defense. He has civil trial practice in the areas of commercial litigation, professional liability, insurance defense, automotive and trucking accidents, premises liability, liquor liability, negligent security and the defense of catastrophic injury and wrongful death claims. Mr. Cole represents insurance carriers in Uninsured Motorist claims and in matters pertaining to insurance coverage, extra-contractual exposure and bad faith litigation. His practice is statewide throughout Florida and southern Georgia, in state and federal courts. He has handled numerous cases through verdict and judgment, as well as post-trial and appellate matters.

Chris Carroll is the Chief Information Officer of Kline & Specter PC, where he helps bridge the gap between technology and the people who use it every day. He oversees the firm's technology strategy, cybersecurity, infrastructure, and innovation efforts, with a focus on making technology a practical advantage for attorneys and staff.
With nearly 20 years of experience in legal technology leadership, Chris has built a reputation for looking beyond software and focusing on the human side of technology adoption. He believes the most successful technology initiatives focus on helping people work smarter, collaborate better and deliver stronger results.
Most recently, Chris has led Kline & Specter's adoption of generative AI, exploring how emerging technologies can enhance attorney productivity, improve client service, and create meaningful efficiencies across the firm. He is passionate about helping legal organizations navigate change and embrace innovation in ways that are both practical and impactful.

Season Atkinson is a personal injury attorney and founding partner of Tatum & Atkinson, a firm she launched in 2006 alongside partner Robert Tatum with a focused mission: delivering strong, effective representation for injured people. A graduate of Marshall University and the Dickinson School of Law at Penn State, Season spent the first five years of her career on the defense side — gaining an inside understanding of how injury claims are handled and valued. She brought that experience to the plaintiff's side in 2006 and has been a tireless advocate for her clients ever since. At Tatum & Atkinson, Season has built a practice known for being both compassionate and results-driven, with a particular passion for representing victims of impaired drivers and injured children. That commitment extends beyond the courtroom — Season served two terms on the National Board of Directors of Mothers Against Drunk Driving (MADD), carrying forward a cause that has been deeply personal since losing her father in a drunk driving crash early in her life. In 2024, she was named one of the 50 Most Influential Women in North Carolina, a recognition that reflects both her legal impact and her dedication to advocacy and community. Beach trips, scuba diving and being a mom of three heavily influence her personal time. A self-described problem-solver, Season brings that same "can do" energy to how she runs her firm — including mentoring the next generation of lawyers within Tatum & Atkinson and constantly looking for ways to optimize and improve the workflows at Tatum & Atkinson. She and her team are power Filevine users and the firm has invested heavily in optimizing their build to streamline workflows, serve clients better, and scale smarter. At her session, she'll share the practical strategies, custom configurations, and hard-won lessons that have transformed how Tatum & Atkinson operates — so you can take those insights back to your own firm the same day.
As a former litigator, Ryan Anderson designed Filevine with the end user in mind, focusing on unlocking customer and user efficiency by optimizing automation of technology. Today, Filevine is rated as one of the top automation tools for legal work for a diverse range of organizations by size and function, and is set on a continual path of growth. Ryan led Filevine’s acquisition of both Lead Docket, the top lead intake management solution for law firms, and Outlaw, the most innovative contract and document platform on the market. In 2020, Ryan was named CEO of the Year by Utah Business. Ryan is a proud husband and father of six children and resides in Salt Lake City, Utah. Ryan earned his law degree from Brigham Young University in Provo, Utah. His goal is to provide a comprehensive solution to business leaders in search of a workflow transformation solution.
As a former litigator, Ryan Anderson designed Filevine with the end user in mind, focusing on unlocking customer and user efficiency by optimizing automation of technology. Today, Filevine is rated as one of the top automation tools for legal work for a diverse range of organizations by size and function, and is set on a continual path of growth. Ryan led Filevine’s acquisition of both Lead Docket, the top lead intake management solution for law firms, and Outlaw, the most innovative contract and document platform on the market. In 2020, Ryan was named CEO of the Year by Utah Business. Ryan is a proud husband and father of six children and resides in Salt Lake City, Utah. Ryan earned his law degree from Brigham Young University in Provo, Utah. His goal is to provide a comprehensive solution to business leaders in search of a workflow transformation solution.

Joseph Tacopina is a nationally recognized trial attorney, legal commentator, and founder and lead trial attorney of Tacopina, Seigel & DeOreo in New York City. With more than three decades of experience, Mr. Tacopina has established a reputation as a formidable courtroom advocate in high-stakes criminal and civil litigation.
Throughout his career, Mr. Tacopina has represented an extraordinary roster of clients across sports, entertainment, business, and public life, including President Donald J. Trump, A$AP Rocky, Alex Rodriguez, Michael Jackson, Meek Mill, Ne-Yo, YG, Wendy Williams, Sean Hannity, Kimberly Guilfoyle, the Washington Commanders, and its former owner Daniel Snyder.
Mr. Tacopina began his legal career as a prosecutor in Brooklyn, where he prevailed in 39 of the 40 trials he led. He later transitioned to private practice and has successfully tried more than 100 cases. His career has taken him to the center of some of the most closely watched legal proceedings in the country, where he has become known for his courtroom advocacy, trial strategy, and highly effective cross-examination.
In 2025, Mr. Tacopina served as lead defense counsel for A$AP Rocky in Los Angeles, where Rocky was acquitted following a jury trial. His practice has also included high-profile matters involving professional sports, major entertainment figures, government investigations, and other nationally publicized proceedings.
Mr. Tacopina is a faculty member of Harvard Law School’s Trial Advocacy Workshop, where he teaches trial advocacy and courtroom skills. He is also a sought-after legal commentator, appearing regularly on ABC, CNN, Fox News, MSNBC, and Newsmax, and providing legal analysis on WABC Radio’s “Sid & Friends in the Morning.”
His professional accomplishments have earned recognition from Forbes, The Hollywood Reporter, Billboard, Super Lawyers, and Martindale-Hubbell, among others. The Hollywood Reporter described him as "one of the world's most sought-after trial attorneys." In 2025, Mr. Tacopina was also named a United States Army Ambassador in recognition of his support for service members, veterans, and Army initiatives.
A seasoned advocate, educator, and commentator, Mr. Tacopina brings a unique perspective shaped by decades of trial experience and involvement in some of the most consequential legal matters in the public spotlight.

Brent Wisner is the managing partner and lead trial attorney at Wisner Baum. Recognized as one of America’s 50 Most Influential Trial Lawyers by Trial Lawyer Magazine, Brent has built a reputation for taking on large corporations in high stakes litigation and winning significant verdicts and settlements for his clients.Over the last several years, Brent has served on the plaintiff’s leadership for multiple mass torts, earned jury verdicts worth a combined $2.427 billion, and helped negotiate settlements in excess of $1 billion—all before the age of 40. He is currently the youngest attorney in American history to win a multi-billion-dollar jury verdict, which he achieved with a $2 billion Roundup cancer verdict against Monsanto on behalf of the Pilliods.While success in the courtroom is often measured exclusively by dollars and cents, Brent’s legal work has led to changes in business practices that will protect people and the environment for generations.

Allison C. Williams is an international speaker; a distinguished attorney who is a Fellow of the American Academy of Matrimonial Lawyers and Managing Partner of Williams Law Group, a law firm in northern New Jersey; a bestselling author of the book Tiger Tactics CEO Edition: From Zero to Law Firm CEO; Business Coach, Strategist and CEO of Law Firm Mentor, an international business coaching service helping Law Firm Owners to crush chaos in business and make more money; and motivational speaker in her company, Allison Speaks, LLC.
Ms. Willams is a Fellow of the American Academy of Matrimonial Lawyers, is a member of the New Jersey State Bar Association and has served on the Family Law Executive Committee (FLEC) of that association, on which committee she led the Child Abuse Law Subcommittee. She has served as an Editor on the Board of the New Jersey Family Lawyer, a publication of NJSBA distributed to family law judges and attorneys.
As a leader in the child maltreatment evidence and trial practice field, Allison appeared on the Katie Couric show, has appeared in the documentary The Syndrome all about Shaken Baby Syndrome (now known as Abusive Head Trauma), has been featured by several news outlets to discuss implications of child abuse rulings, and has published articles in many national publications, including the Huffington Post. Since 2018, she has been selected among her peers as one of the Top 100 Super Lawyers in New Jersey, one of the Top 50 Women Super Lawyers in New Jersey, and has been voted by her clients as one of New Jersey’s Best Lawyers for Families.
Law Firm Mentor, LLC was born of her success in business, including winning the LawFirm500 award, ranking among the fastest growing law firms in the nation, being named a Stevie Award Finalist for Female Entrepreneur of the Year (2017; 2018), being voted as NJBIZ’s Top 50 Women in Business and designated one of the Top 25 Leading Women Entrepreneurs and Business Owners. Ms. Williams teaches CLE programs for national providers, including National Business Institute (NBI), Attorney Credits, myLawCLE and regularly lectures at national legal conferences (ABA Techshow, Legal Week, Clio Cloud Conference, the American Family Conciliation Courts (AFCC)).
The motto of Law Firm Mentor, as typified by its CEO, is #NeverStopGrowing. Through Allison Speaks, LLC, Ms. Williams demonstrates her ability to manage multiple companies while living a rich and multi-faceted life that is derived from her C.H.A.O.S.™ formula.
To learn more from her, law firm owners are referred to her books on law firm scale and management, Tiger Tactics: CEO Edition, published in 2023, or her most recent book, Crushing Chaos: The Law Firm Owner’s Guide to More Money, More Free Time & Less Stress, which expands upon her signature methodology to help entrepreneurs scale with structure and sanity.

Lyndsay Ruotolo is a partner at Cozen O'Connor and a nationally recognized leader in government investigations, litigation, and public sector innovation. She brings more than 14 years of experience in public service, having served as a county, state, and federal prosecutor before becoming New Jersey's First Assistant Attorney General, the state's second-highest ranking law enforcement official. As First Assistant Attorney General, Lyndsay helped lead an 8,000-person agency with a $750 million operating budget, overseeing major criminal, civil, and regulatory matters while driving statewide policy initiatives. Throughout her career, she has managed thousands of investigations and trials, developed innovative public-private partnerships, and helped implement technology-driven strategies that delivered measurable public safety outcomes. Today, Lyndsay advises organizations on government investigations, compliance, crisis management, and litigation strategy. Drawing on her unique experience at the intersection of law, technology, and public service, she offers practical insights into AI adoption, operational transformation, and the future of modern legal organizations, making her a sought-after speaker for legal and government audiences.

Jacqueline Bretell is a partner with Bighorn Law, having joined the firm in 2013. She has served as the firm’s Chief Executive Officer since March 2020 and is the host of the “Legally Vegas” podcast.
Jacqueline is a dedicated personal injury attorney known for her client-centered approach, strategic leadership, and commitment to achieving meaningful results for injured individuals and families. Through her leadership, Bighorn Law has built a reputation for combining compassionate representation with aggressive advocacy, helping clients navigate some of the most difficult moments of their lives with confidence and support.
As CEO, Jacqueline oversees the firm’s operations, growth, and long-term vision while remaining deeply involved in client representation and case strategy. She is passionate about building systems and teams that prioritize communication, accountability, and exceptional client service. Her leadership philosophy emphasizes empathy, grit, integrity, and high emotional intelligence - the core values that continue to shape the culture and success of Bighorn Law.
Jacqueline’s passion for helping others began with her legal education and early experiences in the legal field when she was 20 years old. She earned her undergraduate degree from the University of Tennessee at Chattanooga before obtaining her Juris Doctor from Mercer University at just 23 years old. Throughout her academic and professional career, she has remained committed to continuous learning, innovation, and improving the client experience within the personal injury industry.
Known for her hands-on involvement with clients, Jacqueline believes that effective legal representation goes beyond negotiating settlements - it requires listening, understanding, and truly advocating for the people behind each case. She has guided countless clients through complex injury claims while helping them feel informed, supported, and empowered throughout the process.
Jacqueline’s case handling experience includes serving as the primary handling attorney for those impacted (to include catastrophic injuries and wrongful death claims) during the 1 October shooting, victims of physical assault, victims of sexual assault, wrongful death claims resulting from vehicular and motorcycle accidents, as well as those injured due to the negligence of others.
In addition to her legal practice, Jacqueline is recognized nationally for her forward-thinking approach to law firm management and legal operations. She has a strong interest in technology, process development, and data-driven decision making within the legal industry and how each of those fields impact client experience and outcomes. Jacqueline has spoken at conferences and conventions across the country on practice management, client experiences, and great client outcomes, and is a trusted leader and mentor to lawyers nationwide.
Jacqueline continues to lead Bighorn Law with a vision focused on growth, innovation, and compassionate advocacy. Her dedication to excellence, both as an attorney and as a business leader, has made her a respected figure in the legal community and a trusted advocate for her clients.
Bighorn Law tries cases across the United States, and hosts its headquarters in Las Vegas, Nevada. You can follow Jacqueline on TikTok or Instagram @jrb.esq or on LinkedIn. You can find the Legally Vegas podcast on Apple Podcasts, Spotify, and YouTube.

Brandon Ponzo is the co-founder and CEO of Swyft, the Artificial Business Intelligence platform for law firms. Swyft’s team has served some of the best firms in the U.S. and is an official Filevine partner. Before Swyft, Brandon was Director of Strategy at Kotlar Cohen, an enterprise plaintiff injury firm. Before that, he served in the U.S. Coast Guard. Based in Princeton, New Jersey, he remains a New Jersey Devils fan against medical advice.

Donna Markus is the Chief Operating Officer at Kopka Law Group, an award-winning insurance defense law firm. She has served in this role since 2015, where she manages the daily business across nine professional offices in five states. In her role, she works closely with the managing partners, legal operations managers, and other department heads to support the growth and success of the firm.
She also develops and maintains relationships outside of the firm with nationally known clients ranging from insurance carriers, third-party administrators, retail and restaurant establishments, and corporations. During her time as COO, the firm’s growth has exceeded 10% each year and doubled revenue. Donna is very active with CLM where she is on a steering committee to improve the relationship between industry leaders and Insurance Defense Firms.
Donna has worked her way up since 2010, when she was hired as Kopka Law Group’s Legal Services Biller. From there, she was promoted to Billing Manager, to Assistant Controller, Controller, and now Chief Operating Officer. Throughout her career at Kopka Law Group, she has focused on efficiency and streamlining the administrative roles within the firm.
Outside of her day-to-day firm responsibilities, Donna works tirelessly to create an inclusive firm culture. She is often asked to speak about building a healthy office culture as well as remote working environments.
Donna obtained her M.B.A. in Business Administration from Southern Illinois University of Edwardsville and her B.A. in Business Management from the University of Wisconsin Stout. She also has a minor in Graphic Design. She currently lives in Wisconsin with her husband and her two daughters.

Suzanne Masó is a highly accomplished legal operations and contract management professional with over 15 years of experience in commercial and government transactions.
Currently, Suzanne serves as the Director of Legal Operations at Adtalem Global Education, Inc., where she is responsible for developing and executing the legal department's mission and operations plan. Her role includes managing the legal operations team, overseeing the department budget, and coordinating with finance, HR, IT, and supply chain partners.
Prior to her current role, Suzanne held various positions at OneSpan Inc., Hill-Rom Holdings, Orbitz Worldwide and Jet Support Services. Her experience includes managing global teams, corporate governance, leading ESG programs, and implemented company-wide contract lifecycle management systems.
Suzanne holds a Master of Science in Law from Pritzker School of Law Northwestern University, a Master of Urban Planning and Policy from the University of Illinois at Chicago, and a Bachelor of Arts in History from DePaul University.

Kimball grew up in a small Arizona town, the youngest child in a large family. After graduating from high school he went on to graduate magna cum laude with a degree in economics from BYU-Idaho in 2005. While in college Kimball also founded the Pre-Law Society, served as student body president, and completed an internship with a U.S. senator—all while balancing his studies and a part-time job. Kimball went on to graduate from BYU Law School, where he received the prestigious Dean's Scholarship for academic merit each year.
Professionally, Kimball has ascended to national prominence as one of America's top trial lawyers. Kimball has obtained several record-setting jury verdicts on behalf of his clients, including three separate 9-figure verdicts in less than one year. Kimball's $550 million verdict in 2024—the largest single-plaintiff award in Nevada history—stands out among a long list of courtroom accomplishments.
Outside the courtroom, Kimball's dedication to service is exemplified through his distinguished tenure in the U.S. Army, where he served as both a soldier and officer. Kimball also cherishes his role as a family man. Kimball and his wife, Ashley, recently celebrated 21 years of marriage, and together they take pride in raising their four extraordinary children.

Aaron is a managing partner with Bell Legal Group, focusing on complex litigation: medical malpractice, wrongful death, criminal defense, nursing home neglect, and catastrophic injury. Before joining Bell Legal Group, he worked with the South Carolina Supreme Court Staff Attorney’s office as well as an Assistant Solicitor for the Fifth Circuit in Richland County. Aaron has successfully represented individuals in the state and federal courts of South Carolina, the South Carolina Supreme Court, and the Fourth Circuit Court of Appeals.
Aaron earned his undergraduate degree from the University of South Carolina and his law degree from University of South Carolina School of Law. A native of Sumter, South Carolina, Aaron now lives in Pawleys Island, and he is active in the Georgetown County, Charleston County and Grand Strand communities. Aaron plays French horn professionally with symphony orchestras throughout the Southeastern United States.

Are you tired of getting pushed around? Well, so was Lee Rudin. He was tired of being told what he could and could not do as a lawyer -- and as a business developer -- so he stopped working for other firms and started working for himself. In June 2023, Lee launched Rudin Law, a personal injury law firm based in New Orleans. His bold, aggressive - trademarked - GET RUDE (R) brand makes his position unmistakable: if you get hurt and are tired of getting pushed around by insurance companies, you've got to Stop Being Polite... and GET RUDE. Rudin Law has attorneys licensed in Louisiana, Texas, New York, and New Jersey and handles cases with partners throughout the United States.

Brittany Pfister is a Legal Engineer at Filevine, where she helps legal teams successfully adopt AI to streamline workflows and transform the way they work. She brings nearly 20 years of experience as in-house counsel for technology companies, including serving as General Counsel and leading legal teams through periods of growth and change. Drawing on her experience as both a legal leader and technology practitioner, Brittany is passionate about helping legal professionals harness the power of AI in practical, meaningful ways.

Nathan Morris is a seasoned legal professional and builder. He is the Co-Founder and serves as Chief Culture Officer at Filevine, an industry-leading AI legal technology company that is redefining legal and operations with its transformative nexus of AI with the digital workplace platform. With a strong foundation in civil litigation, Nathan has co-founded multiple legal firms and has extensive experience in general litigation, share-holder derivative and class actions. Nathan's career spans over two decades, during which he has transitioned from Morgan Stanley through to world-changing litigation and pivotal, founding roles in various legal practices. His unique blend of legal expertise and builder’s drive has enabled him to create personally transformational cultures within his organizations. Nathan is passionate about creating intelligent technology to enhance legal and operational professionals along with the services they deliver, to improve client outcomes. He holds a law degree from UCLA and is admitted to practice in various state, federal and tribal courts. He is personally driven in developing innovation within and supporting community initiatives.
Brigham Young University, BA UCLA School of Law, JD Morgan Stanley, Advisor Milberg Weiss, Attorney and Client Development Bighorn Law, Founder Filevine, Founder

Beatriz Galindo serves as Lead, Legal Operations AI Innovation & Compliance for Covista's Legal Team, leading the design, implementation, and oversight of global compliance programs across ethics, international law, anti-bribery and corruption, TCPA compliance, privacy, and information governance. Her work focuses on artificial intelligence, contracts, and the evaluation and implementation of AI and SaaS tools.
With a strong emphasis on the role of compliance in organizational success, Beatriz collaborates across internal teams to align standards and deliver impactful training and communication initiatives. Her previous roles include Director of Compliance in the telemedicine, healthcare, and pharmaceutical industries, as well as extensive experience in credentialing, training, litigation, and corporate governance.
As a former litigator, Ryan Anderson designed Filevine with the end user in mind, focusing on unlocking customer and user efficiency by optimizing automation of technology. Today, Filevine is rated as one of the top automation tools for legal work for a diverse range of organizations by size and function, and is set on a continual path of growth. Ryan led Filevine’s acquisition of both Lead Docket, the top lead intake management solution for law firms, and Outlaw, the most innovative contract and document platform on the market. In 2020, Ryan was named CEO of the Year by Utah Business. Ryan is a proud husband and father of six children and resides in Salt Lake City, Utah. Ryan earned his law degree from Brigham Young University in Provo, Utah. His goal is to provide a comprehensive solution to business leaders in search of a workflow transformation solution.

Caroline Farrell is a Legal Engineer at Filevine, where she works on LOIS for Word and partners closely with customers on adoption and AI education. Before moving into legal AI, she was a corporate attorney in Big Law, advising private equity and strategic clients on mergers and acquisitions. That work gave her a practitioner’s view of contract drafting, review, and negotiation. She now draws on that experience to help legal teams use AI with confidence in their day-to-day work.

Margaret is the firm’s Chief Operating Officer and serves on the Executive Committee. She oversees and implements office processes and procedures, working to make sure that things get done as efficiently and effectively as possible. She started at Starfield & Smith in 2015, switching careers after over 20 years of teaching music at all levels from preschool through college. The experience of establishing classrooms for student success transfers well into the professional administrative realm. Margaret holds a Bachelor of Music from George Mason University and a Master of Arts from the Pennsylvania State University.

Margaret is the firm’s Chief Operating Officer and serves on the Executive Committee. She oversees and implements office processes and procedures, working to make sure that things get done as efficiently and effectively as possible. She started at Starfield & Smith in 2015, switching careers after over 20 years of teaching music at all levels from preschool through college. The experience of establishing classrooms for student success transfers well into the professional administrative realm. Margaret holds a Bachelor of Music from George Mason University and a Master of Arts from the Pennsylvania State University.

Suzanne Masó is a highly accomplished legal operations and contract management professional with over 15 years of experience in commercial and government transactions.
Currently, Suzanne serves as the Director of Legal Operations at Adtalem Global Education, Inc., where she is responsible for developing and executing the legal department's mission and operations plan. Her role includes managing the legal operations team, overseeing the department budget, and coordinating with finance, HR, IT, and supply chain partners.
Prior to her current role, Suzanne held various positions at OneSpan Inc., Hill-Rom Holdings, Orbitz Worldwide and Jet Support Services. Her experience includes managing global teams, corporate governance, leading ESG programs, and implemented company-wide contract lifecycle management systems.
Suzanne holds a Master of Science in Law from Pritzker School of Law Northwestern University, a Master of Urban Planning and Policy from the University of Illinois at Chicago, and a Bachelor of Arts in History from DePaul University.

Bio coming soon.

Alvaro Rivera is the Founder and CEO of Codes Health, an AI-native medical record retrieval platform built for the legal industry. Codes Health helps law firms retrieve medical records nationwide, navigating the complex operational workflows across healthcare providers to deliver records faster and more reliably.
Originally from Puerto Rico, Alvaro studied engineering at MIT before helping build Abby Care, a tech-enabled home health company. There, he saw firsthand the complexity of health information management and the challenges of reliably retrieving medical records across a fragmented healthcare system.Founder and CEO

Jesse McGee is the Operations Manager at Fuicelli & Lee Injury Lawyers in Denver, where she has led the firm’s Filevine build since its implementation in early 2018. She designed and continues to refine a system that supports a 30-person team, with a focus on creating a seamless experience for both clients and staff. She has played a key role in scaling the firm by building thoughtful, efficient systems grounded in strong data collection and reporting. Her work focuses on creating clear, actionable insights that help the team improve processes, measure performance, and maintain accountability. Known for asking the right questions and focusing on the bigger picture, her guiding principle is simple: systems should work harder than the people using them.

Nick was born in Safford, Arizona. From a young age Nick was always moving around because of his dad’s employment. He has lived in multiple countries including Mexico, Chile, and Portugal but Arizona is the place he calls home. Nick graduated from Sahuarita High School, near Tucson Arizona. He went on to attend Barrett Honors College at Arizona State University (ASU) with a full ride scholarship and majored in Political Science. He finished after only three years of school and graduated summa cum laude.
In the middle of his college experience Nick decided to serve a mission for the LDS church in the country of Portugal. His mission was a marvelous experience in his life, serving people from Lisbon to the beautiful Azores islands in the middle of the Atlantic Ocean. Religion, faith, morals, and family continue to play a central role in Nick’s life.
Once he finished his undergraduate degree, Nick went on to Law School at the Sandra Day O’Connor College of Law at ASU. While in law school Nick obtained a certificate in Health Law, from the college’s center for Law, Science, and Innovation. Nick also was on the Law Journal for Social Justice where he participated as an associate editor for two years.
While in law school Nick also interned with both the Environmental Enforcement Section of the Attorney General’s Office, and with the City of Scottsdale Attorney’s Office. This July, Nick sat for and passed the Arizona Bar exam and was admitted to practice law in October.

Donna Markus is the Chief Operating Officer at Kopka Law Group, an award-winning insurance defense law firm. She has served in this role since 2015, where she manages the daily business across nine professional offices in five states. In her role, she works closely with the managing partners, legal operations managers, and other department heads to support the growth and success of the firm.
She also develops and maintains relationships outside of the firm with nationally known clients ranging from insurance carriers, third-party administrators, retail and restaurant establishments, and corporations. During her time as COO, the firm’s growth has exceeded 10% each year and doubled revenue. Donna is very active with CLM where she is on a steering committee to improve the relationship between industry leaders and Insurance Defense Firms.
Donna has worked her way up since 2010, when she was hired as Kopka Law Group’s Legal Services Biller. From there, she was promoted to Billing Manager, to Assistant Controller, Controller, and now Chief Operating Officer. Throughout her career at Kopka Law Group, she has focused on efficiency and streamlining the administrative roles within the firm.
Outside of her day-to-day firm responsibilities, Donna works tirelessly to create an inclusive firm culture. She is often asked to speak about building a healthy office culture as well as remote working environments.
Donna obtained her M.B.A. in Business Administration from Southern Illinois University of Edwardsville and her B.A. in Business Management from the University of Wisconsin Stout. She also has a minor in Graphic Design. She currently lives in Wisconsin with her husband and her two daughters.

Dean Sapp is a security researcher, author, public speaker and expert witness with twenty-five years of experience building security programs. He has given dozens of presentations at the Utah State Bar, ABA, LegalSEC, ILTACon, Inns of Court, UAJ, Public Defenders, Legal retreats, Trial Lawyer events, Infragard, ISACA, UtahSec, SaintCon, and many other security and privacy conferences. Dean is a security nerd at heart, but in his spare time, he enjoys spending his time with his wife and six awesome kids, weight training, competing in Spartan races, and doing other ridiculously crazy and challenging things.

Sherry Levin Wallach is the CEO and founder of JustaNovus LLC focusing on AI integration, strategic planning, governance and training for lawyers, law firms, and legal organizations to ensure compliance and return on investment. JustaNovus advises globally on the integration of AI including training, strategic planning, evaluation of tool and services, implementation, and governance. Levin Wallach is special counsel to the Legal Aid Society of Westchester County. She served as President of the New York State Bar Association 2022-2023, co-chair of the Chief Judge of New York State’s Committee on the NY Bar Exam and is a member of the NY Chief Administrative Judge’s Advisory Committee on Artificial Intelligence for the NY Courts. Levin Wallach is member of the Advisory Board of the Right to Democracy focuses on three key strategies for confronting and dismantling the undemocratic colonial framework in U.S. territories: Participatory Advocacy, Narrative and Cultural Change, and Ecosystem Building. She received the Virgin Islands Bar Association, Striving for Justice…Serving Our Community Award in 2022 and Virgin Islands Bar Association, President’s Award, in 2021 She is also a member American Bar Association’s House of Delegates Technology and Communications Committee, the co-chair of the NYSBA International Section’s Technology Committee and a member of the NYSBA Committee on Artificial Intelligence and Emerging Technology. She is an Officer of the International Bar Association (IBA), IBA Council Member of the North American Regional Forum, and member of the IBA Technology Committee and IBA Bar Issue’s Commission where she helped in drafting the IBA’s “The Future Is Now: Artificial International and the Legal Profession.” Levin Wallach is a Board member of the New York State Association of Criminal Defense Lawyers (NYSACDL). She serves on its Legislative Committee and co-chairs its Technology Committee. She is a State Director for the Westchester County Women’s Bar and a board member of the NY Bar Foundation. Levin Wallach and JustaNovus partner with the Masters AI Legal to provide training for the legal tech community across the United States. She also develops CLE programs and educational conferences for the legal community and lectures globally for legal organizations including NYSBA, IBA, SOMOS, University of Florence, Fordham Law School, New York University School of Law, Barcelona Bar Association, ALM LegalWeek, NFT.NYC, TechnoEast, UIA Conference of International Lawyers, NYSACDL, NYSDA, CDANY, the Virgin Islands Bar Association, Masters AI Legal, and the Westchester County Women’s Bar Association. In 2022, LevinWallach served on the Advisory Board for New York University’s Emerging Technologies Collaborative. She is co-founder of the NYSBA Young Lawyers Section Trial Academy, coached the Pace Law School Mock Trial Team and teaches at the National Institute of Trial Advocacy at Hofstra University School of Law. Levin Wallach served as the Deputy Executive Director of LASW for 2019-2025. She began her career in the Bronx County District Attorney’s Office. Levin Wallach practiced medical malpractice defense with the law firm of McAloon & Friedman, PC, and then went on to be a principal at her law firm Wallach & Rendo, LLP. Levin Wallach earned her Juris Doctorate from Maurice A. Deane School of Law at Hofstra University and her undergraduate BBA from George Washington University.

Craig Goldenfarb is the CEO and founder of GOLDLAW, a Personal Injury Firm in Palm Beach County, Florida. His firm handles cases throughout Florida and the United States. He currently owns and manages several businesses in a variety of industries, including his law firm (GOLDLAW) at GOLDLAW.com. Employing 12 attorneys and more than 80 team members, Mr. Goldenfarb stopped activelypracticing law in 2005, to focus on growing his law firm.
Mr. Goldenfarb lectures nationally on how to brand, manage, grow, and scale a successful Personal Injury Practice. He is also an active national speaker to community organizations, lawyers, and other legal professionals on a variety of topics concerning Personal Injury law, litigation, and the justice system.
He is the founder of several charitable causes, including the Emanuel McMiller Scholarship for Higher Education (for underprivileged students looking to pursue a legal career), and Heart of the Game (HOTG). HOTG provides free Automated External Defibrillators (AEDs) to community and youth athletic associations across Florida. These devices can save the lives of young athletes who have experienced Sudden Cardiac Arrest (SCA) while participating in athletic activities.
Raised in Clearwater, Florida, Craig earned his undergraduate degree at Duke University, where he briefly played NCAA Division I soccer. Motivated to pursue a career in Law by his mother, Sondra, a Harvard Law School graduate and the first female teaching fellow at Harvard Law, he received his Juris Doctorate from the Levin College of Law at the University of Florida. Craig and his wife, Colleen, live in Palm Beach Gardens and are the proud parents of two adult daughters, who have no interest in business or law, which is fine with Craig.
When not strategizing GOLDLAW’s future, you can find Craig playing on a local soccer pitch or enjoying his favorite food, popcorn, while watching any movie in the Star Wars franchise.

Laura Schultes is a personal injury attorney at RSH Legal in Cedar Rapids, Iowa, where she has practiced for 13 years. Raised in rural north central Iowa as the daughter of a veterinarian and a nonprofit executive director, Laura developed a deep commitment to helping individuals navigate some of the most difficult moments of their lives. That commitment took her beyond Iowa's borders after law school, when she spent several years in South America doing human rights work, becoming fluent in Spanish and sharpening her ability to see legal issues within a broader human context. Returning to Iowa, Laura built a litigation practice focused on personal injury, including car accidents, medical malpractice, trucking, and workers compensation. She led RSH Legal's transition to Filevine in 2019 and has since become one of the firm's foremost technology advocates. With more than five years of platform experience, she has developed expertise in high-volume intake strategy through Lead Docket and is currently building out a data infrastructure using Domo and Periscope 2.0 to drive settlement analysis and predictive case insights. At LEX Summit 2026, Laura will share her approach to treating Filevine as a living system, one that grows, adapts, and compounds value over time as case data accumulates. Outside the office, Laura is an avid traveler, cyclist, hiker, and kayaker who still finds her way back to the rural Iowa countryside she grew up in.

Kent Rogers is the co-founder of AI for Attorneys, an initiative focused on helping law firms responsibly implement artificial intelligence and automation into their practices. Through it’s website (www.ai-for-attorneys.com) presentations, consulting, and educational content, he works with attorneys and law firms nationwide on practical AI adoption, workflow automation, legal ethics, and operational efficiency. Kent frequently speaks on the intersection of AI and the practice of law, with a focus on how emerging technology can help firms improve client service while maintaining professional responsibility standards.
Kent also founded, owns and manages Lodestar Law LLC, focusing on representing injured civilian contractors and employees in claims arising under the Defense Base Act (DBA). Over more than a decade handling DBA matters, Kent has represented clients in claims stemming from military and government contracting operations around the world, including cases involving injuries and exposures occurring on all seven continents. His practice is devoted primarily to claimant-side representation in complex DBA matters involving traumatic injuries, occupational disease claims, hearing loss, psychological injuries, and long-term disability disputes. Prior to founding Lodestar Law, Kent represented Fortune 500 companies in insurance defense for over 10 years in DBA litigation, giving him valuable insight into how carriers and employers evaluate and defend claims.

Laura Nelson has been an integral part of Rothkoff Law Group since 2019, bringing a unique combination of aging-services expertise, strategic marketing leadership, and brand development to the firm. In her role as Regional Director of Marketing, Laura oversees the firm’s marketing and brand strategy across Pennsylvania and New Jersey, working to strengthen Rothkoff Law Group’s presence, expand its reach, and create meaningful connections with professionals, clients, families, and the communities the firm serves. Laura leads the development and implementation of integrated marketing initiatives spanning brand management, digital marketing, professional and community outreach, educational programming, strategic partnerships, and large-scale events. She works closely with firm leadership and her marketing team to ensure that Rothkoff Law Group’s messaging and programs consistently reflect the firm’s mission while supporting broader business development and growth objectives. A significant part of Laura’s work has been developing educational experiences that position Rothkoff Law Group as a trusted resource within the elder care community. She and her team produce professional and consumer education programs throughout the year, including the firm’s award-winning annual Elder Care Symposium. These programs bring together local and nationally recognized experts to address emerging issues in aging, caregiving, healthcare, and elder law while creating opportunities for collaboration across the professional community. Laura also oversees digital and traditional marketing strategies designed to build brand awareness and deepen engagement across multiple audiences. Drawing on her background in business development, she takes a relationship-focused approach to marketing, combining data, creativity, education, and community engagement to develop strategies that strengthen both the Rothkoff Law Group brand and its professional partnerships. Laura graduated from Stockton University with a bachelor’s degree in Psychology, along with a specialization and minor in Gerontology. Her early career included experience across home care, adult day services, skilled nursing, short-term rehabilitation, independent living, assisted living, and memory care. She also earned a Care Management Certificate and became a licensed Assisted Living Administrator. This foundation gives Laura a firsthand understanding of the aging-services landscape and continues to inform how she develops marketing strategies and educational initiatives for the audiences Rothkoff Law Group serves. Laura resides in New Jersey with her husband, son, and dog. Outside of work, she enjoys spending time with her family, hiking, cooking, and gardening. Shortened Bio - Laura Nelson has been with Rothkoff Law Group since 2019 and currently serves as Regional Director of Marketing, overseeing the firm’s brand and marketing strategies across Pennsylvania and New Jersey. She leads integrated initiatives spanning brand management, digital marketing, professional and community outreach, strategic partnerships, educational programming, and large-scale events designed to strengthen the firm’s presence and deepen engagement with the communities it serves. Laura works closely with firm leadership and her marketing team to develop innovative strategies that combine education, relationship-building, and digital and traditional marketing. She also plays a key role in producing Rothkoff Law Group’s professional and consumer educational programs, including the firm’s award-winning annual Elder Care Symposium. A graduate of Stockton University with a bachelor’s degree in Psychology and a specialization and minor in Gerontology, Laura brings extensive experience in the aging-services industry to her marketing leadership. Her background gives her a unique understanding of the professionals, older adults, and families Rothkoff Law Group serves and continues to shape her approach to building an authentic, trusted, and community-focused brand.

Amber Bevacqua-Lynott is Of Counsel in the Firm’s Portland, San Diego and Seattle offices. She is the Co-Chair of the Firm’s Professional Responsibility Group and a member of the Litigation Practice Group. Ms. Bevacqua-Lynott provides guidance and legal representation to attorneys, licensed professionals, and other business clients, including firms and in-house legal departments. Her practice centers on legal ethics, risk management, and discipline defense. She acts as outside counsel to clients in a variety of industries, providing advice and counsel on all manner of ethics issues, including conflicts, confidentiality, malpractice, risk management, and fee issues. In addition, Ms. Bevacqua-Lynott represents lawyers, students, and other professionals in front of regulatory authorities and bar associations on licensing, admissions, reinstatement, reciprocity, character and fitness, consumer protection, unauthorized practice of law, and disciplinary matters.

Keegan Chapman is a seasoned sales and marketing leader with a proven track record of success in building and scaling businesses. She is an expert in new market expansion, sales strategy, and team development. She is a strategic thinker with a passion for innovation which has aided in her ability to lead the go-to-market strategy for all of Filevine’s new AI product innovations. Keegan graduated from Miami University with a degree in Marketing and currently resides in Salt Lake City, UT. Her goal is to continuously iterate and evolve the go to market strategy to ensure Filevine remains the go to workflow transformation solution.

Alex Pearson serves as General Counsel and Corporate Secretary of leading legal work platform Filevine. Alex is responsible for Filevine’s legal affairs, supports all aspects of the business, and reports to CEO and co-founder Ryan Anderson. Prior to joining Filevine, Alex was a partner at Kirton McConkie, Utah’s largest law firm. Alex’s law practice focused on corporate and securities law with an emphasis on securities regulation, private and public securities offerings, capital markets, mergers, acquisitions, corporate governance and contract negotiation. Alex earned his undergraduate degree in Economics from Brigham Young University in Provo, Utah and his law degree with high honors from the University of Utah. Alex is a member of the Utah State Bar and State Bar of Texas.
Document Management 101 (including intro to FVDA)
Location: Pacific Ballroom - Room 1
From 80,000 Cases to Action: How AI and Smart Workflows Power Modern Mass Torts
Location: San Diego Ballroom - Salon A + B
Speakers
Managing Partner, Bell Legal Group
The Prompt Playbook: Practical AI Skills for Modern Legal Teams
Location: San Diego Ballroom - Salon C
Speakers
VP, AI Products at Filevine, Filevine
Legal Engineer, Filevine
Breakfast
DataBridge 101
Location: Pacific Ballroom - Room 5
Lunch & Exhibitor Hour
Keeping Your Organization Secure (Account Manager)
Location: Pacific Ballroom - Room 3
Lead Docket Advanced
Location: Pacific Ballroom - Room 5
Financial Admins Reporting
Location: Pacific Ballroom - Room 4
Lead Docket Marketing Best Practices
Location: Pacific Ballroom - Room 5
What I Wish I Had Known: Trial Skills from the Courtroom's Edge
Location: Grand Ballroom
Speakers
Managing Partner, Wisner Baum
The High-Value Case Playbook: Trial Strategies, Negotiation Tactics, and the Art of Maximizing Outcomes
Location: Grand Ballroom
Speakers
Owner & Senior Trial Attorney, Alder Law
Depositions by Filevine 101
Location: Pacific Ballroom - Room 1
Glow Up or Blow Up: From Settlement Focused to Verdict Driven
Location: Grand Ballroom
Speakers
Chief Executive Officer, Bighorn Law
Breakfast & Exhibitor Hour
Break & Exhibitor Block
Mass Actions Advanced Tools
Location: Pacific Ballroom - Room 2
Attorney Reporting
Location: Pacific Ballroom - Room 4
Lead Docket 101
Location: Pacific Ballroom - Room 5
LOIS for Word Workshop
Location: Pacific Ballroom - Room 1
From Resistance to Reliance: How Legal Teams Put LOIS to Work
Location: San Diego Ballroom - Salon C
Speakers
Principal, Law Works
Partner, Arizona's Work Injury Firm
Periscope Walkthrough
Location: Pacific Ballroom - Room 3
Time and Billing for the Time Keeper
Location: Pacific Ballroom - Room 2
Deadline Chain Workshop
Location: Pacific Ballroom - Room 1
Fireside Chat with Joe Tacopina: Inside the Courtroom with One of America's Top Trial Attorneys
Location: Grand Ballroom
Join us for a candid fireside conversation with Joseph Tacopina, founder and lead trial attorney of Tacopina, Seigel & DeOreo. Over three decades, Mr. Tacopina has tried more than 100 cases and represented an extraordinary range of high-profile clients, including President Donald J. Trump, A$AP Rocky, Alex Rodriguez, Michael Jackson, and the Washington Commanders. A former Brooklyn prosecutor turned nationally recognized defense attorney, faculty member at Harvard Law School's Trial Advocacy Workshop, and regular legal commentator on ABC, CNN, Fox News, MSNBC, and Newsmax, he'll share firsthand insights on trial strategy, cross-examination, and life in the courtroom.
Speakers
Trial Attorney & Legal Commentator
CEO & Co-Founder, Filevine
Ask the Product Team: Live Q&A with Filevine Product
Location: San Diego Ballroom - Salon C
Speakers
Attorney and the Executive Vice President, Alexander Shunnarah Trial Attorneys
Ask an Expert - Open to all Attendees
Location: Pacific Ballroom - Room 4
Ask an Expert - Open to all Attendees
Location: Pacific Ballroom - Room 4
LEX Fest
Timely 101
Location: Pacific Ballroom - Room 3
Breakfast
Growth Without Compromise: The Trial-Readiness System That Helped a Firm Triple Its Caseload
Location: San Diego Ballroom - Salon A + B
Speakers
Partner, The Flood Law Firm
Director of Operations, The Flood Law Firm
Calendar Best Practices Workshop
Location: Pacific Ballroom - Room 5
Working with Filevine AI/LOIS Workshop
Location: Pacific Ballroom - Room 1
Workflows 101 Workshop
Location: Pacific Ballroom - Room 2
You Bought the Legal AI Tools. Now What?
Location: San Diego Ballroom - Salon C
Speakers
Chief Information Officer, Kline & Specter, P.C.
LOIS Workflows 101
Location: Pacific Ballroom - Room 1
The Element of Surprise in Litigation and Trial
Location: Grand Ballroom
Speakers
Partner & Attorney, Big Horn Law
AI on Trial: How Plaintiff & Defense Are Reshaping Legal Practice
Location: Grand Ballroom
Speakers
Founding Partner, Kopka Law Group
Chief Operating Office, Kopka Law Group
Owner, Lodestar Law LLC
General Counsel, Filevine
Break & Exhibitor Block
Ask an Expert - Open to all Attendees
Location: Pacific Ballroom - Room 4
Always Ready: What the Coast Guard Taught Me About Running Law Firms
Location: San Diego Ballroom - Salon A + B
Speakers
Co-founder and CEO, Swyft
Product Update: Filevine Docs for Transactional Law
Location: Marina Ballroom - G
Filevine as a Living System: Building, Rebuilding, and Never Stopping
Location: San Diego Ballroom - Salon A + B
Speakers
Practice Manager, Director of Operations, The Roth Firm
Operations Manager, Fuicelli & Lee
Attorney, RSH Legal
Kwame Christian: Best-selling Author, Keynote Speaker, and CEO
Location: Grand Ballroom
Speakers
Best-selling Author, Keynote Speaker, and CEO
Document Management 101 (including intro to FVDA) Workshop
Location: Pacific Ballroom - Room 1
Prompting For LOIS Console Workshop
Location: Pacific Ballroom - Room 1
Document Management 201 Workshop
Location: Pacific Ballroom - Room 2
Document Management 101 (including intro to FVDA)
Location: Pacific Ballroom - Room 1
Keeping Your Organization Secure (Account Manager) Workshop
Location: Pacific Ballroom - Room 3
Rethinking Privacy and Security in the Age of AI
Location: San Diego Ballroom - Salon C
Speakers
Partner and Privacy Office, Procopio
Chief Information Security Officer, Filevine
FVDA Advanced (Template Builder) Workshop
Location: Pacific Ballroom - Room 2
Paralegal Reporting
Location: Pacific Ballroom - Room 5
AI Beyond the Chat Window: Building an AI-Ready Government Legal Office
Location: Marina Ballroom - G
Speakers
Chief Information Officer, Office of Attorney General Tim Griffin
One Office, Every Client: Managing Litigation, Advice Work, and Business Intelligence Inside Filevine at Napa County
Location: Marina Ballroom - G
Exhibitor Block
Working with Filevine AI/LOIS Workshop
Location: Pacific Ballroom - Room 2
LOIS for Word Workshop
Location: Pacific Ballroom - Room 2
Building and Maintaining Your Filevine Environment (Contacts & Customs Editor) Workshop
Location: Pacific Ballroom - Room 3
Attorney Reporting Workshop
Location: Pacific Ballroom - Room 4
Working with Filevine AI/LOIS
Location: Pacific Ballroom - Room 2
The Deposition Advantage: Turning Testimony into Action with Depo CoPilot
Location: Grand Ballroom
Speakers
Shareholder, Saalfield Shad, P.A.
From Intake to Lifelong Clients - Modern Legal Marketing on Both Sides of the Case
Location: Grand Ballroom
Speakers
Co-Founder & Managing Partner, CFI Consultants, LLC
Founding Attorney, Rudin Law
CEO and Founder, GoldLaw Personal Injury Lawyers
Chief Growth Officer, Filevine
Product Update: Time and Billing in LOIS (and Other Updates)
Location: Marina Ballroom - G
Ask an Expert - Open to all Attendees
Location: Pacific Ballroom - Room 4
Time and Billing for the Time Keeper Workshop
Location: Pacific Ballroom - Room 5
Financials/Payments/Invoicing for the Billing Admin Workshop
Location: Pacific Ballroom - Room 5
FVDA Advanced (Template Builder) Workshop
Location: Pacific Ballroom - Room 3
FVDA Advanced (Template Builder)
Location: Pacific Ballroom - Room 3
Financial Admins Reporting Workshop
Location: Pacific Ballroom - Room 4
Lead Docket Reporting Workshop
Location: Pacific Ballroom - Room 5
From Weeks to Minutes: What Agentic Record Retrieval Means for Trial Attorneys
Location: Grand Ballroom
Speakers
Attorney and the Executive Vice President, Alexander Shunnarah Trial Attorneys
CEO & Founder, Codes Health
Flight Deck Welcome Party - Sponsored by Swyft
AI in the Trenches: Efficiency, Ethics, and the Future of Legal Work
Location: Marina Ballroom - G
Speakers
Assistant Director, Utah County Public Defender Association
Periscope 101
Location: Pacific Ballroom - Room 3
Medchron by Filevine
Location: Pacific Ballroom - Room 5
Ask an Expert - Open to all Attendees
Location: Pacific Ballroom - Room 4
Ask an Expert
Location: Pacific Ballroom - Room 4
Michael Anderson & Filevine Product Team
Location: Grand Ballroom
Breakfast & Exhibitor Hour
Building and Maintaining Your Filevine Environment (Contacts & Customs Editor) Workshop
Location: Pacific Ballroom - Room 4
Attorney Reporting Workshop
Location: Pacific Ballroom - Room 4
Lead Docket 101 Workshop
Location: Pacific Ballroom - Room 5
Building and Maintaining Your Filevine Environment (Contacts & Customs Editor)
Location: Pacific Ballroom - Room 4
10 Ways to Supercharge Your Filevine
Location: San Diego Ballroom - Salon A + B
Speakers
Managing Attorney, Tatum & Atkinson, PLLC
Document Management 201
Location: Pacific Ballroom - Room 2
Document Management 101 (including intro to FVDA) Workshop
Location: Pacific Ballroom - Room 1
Product Workshop: Drafting and Research
Location: San Diego Ballroom - Salon A + B
Ask an Expert - Open to all Attendees
Location: Pacific Ballroom - Room 4
Two Firms, One Platform: Configuring Filevine Around Your Practice
Location: San Diego Ballroom - Salon C
Speakers
Shareholder, Starfield & Smith
Chief Operating Officer, Starfield & Smith
Regional Director of Marketing, Rothkoff Law Group
One Platform, Every Matter: How SRM Built an In-House Legal Operating System
Location: San Diego Ballroom - Salon C
Speakers
General Counsel, SRM Concrete
Keeping Your Organization Secure (Account Manager) Workshop
Location: Pacific Ballroom - Room 3
Ryan Anderson Welcome
Location: Grand Ballroom
Dr. Cain Elliott & Filevine Futurists
Location: Grand Ballroom
LOIS for Word (Playbooks)
Location: Pacific Ballroom - Room 1
Navigating Legal AI Ethics Panel
Location: Grand Ballroom
Speakers
VP, AI Products at Filevine, Filevine
Legal Engineer, Filevine
CEO and Founder, JustaNovus LLC
Counsel, Buchalter
Paralegal Reporting
Location: Pacific Ballroom - Room 5
Your Hedge Against AI: Turning Your Employees into Rainmakers with Filevine
Location: San Diego Ballroom - Salon A + B
Speakers
Managing Partner, The Umansky Law Firm
Deadline Chain Workshop
Location: Pacific Ballroom - Room 3
Ask an Expert - Open to all Attendees
Location: Pacific Ballroom - Room 4
FVDA Advanced (Template Builder)
Location: Pacific Ballroom - Room 2
Prompting For LOIS Console Workshop
Location: Pacific Ballroom - Room 1
Lunch
Paralegal Reporting Workshop
Location: Pacific Ballroom - Room 5
Working with Filevine AI/LOIS
Location: Pacific Ballroom - Room 1
Workflows 101
Location: Pacific Ballroom - Room 2
AI Compass: Turning AI Overload into Legal Impact
Location: San Diego Ballroom - Salon C
Speakers
Lead, Legal Operations AI Innovation & Compliance, Covista
Director of Legal Operations, Covista
Financials/Payments/Invoicing for the Billing Admin
Location: Pacific Ballroom - Room 3
Bridging the Divide: Real-World Lessons from Public Sector and Private Practice Legal Ops
Location: Marina Ballroom - G
Speakers
Shareholder, Greenberg Traurig
Overview of Advanced Tools
Location: Pacific Ballroom - Room 1
Integrations 101
Location: Pacific Ballroom - Room 3
LOIS Workflows 101 Workshop
Location: Pacific Ballroom - Room 1
Opening Cocktail Reception
Location: Grand Ballroom
Prompting For LOIS Console
Location: Pacific Ballroom - Room 1
Document Management 201
Location: Pacific Ballroom - Room 2
Vinesign (Template Setup and Use) Workshop
Location: Pacific Ballroom - Room 5
Paralegal Reporting Workshop
Location: Pacific Ballroom - Room 5
Document Management 201 Workshop
Location: Pacific Ballroom - Room 2
Keeping Your Organization Secure (Account Manager)
Location: Pacific Ballroom - Room 3
From Fear to Framework: Building a Safe AI Strategy for Government Legal Teams
Location: Marina Ballroom - G
Speakers
Member, Cozen O'Connor
Chief Culture Officer, Filevine
Client Portal Workshop
Location: Pacific Ballroom - Room 2
Depositions by Filevine 101
Location: Pacific Ballroom - Room 2
Break & Exhibitor Block
Keynote: Matthew McConaughey
Location: Grand Ballroom
Speakers
Keynote Speaker
Lunch & Exhibitor Hour
LOIS for Word (Playbooks)
Location: Pacific Ballroom - Room 2
Building and Maintaining Your Filevine Environment (Contacts & Customs Editor)
Location: Pacific Ballroom - Room 3
Attorney Reporting
Location: Pacific Ballroom - Room 4
Break & Exhibitor Block
Ask an Expert - Open to all Attendees
Location: Pacific Ballroom - Room 4
Mass Actions Advanced Tools
Location: Pacific Ballroom - Room 5
Crushing Chaos: Run Your Firm on Numbers, Not Nerves
Location: San Diego Ballroom - Salon A + B
Speakers
Managing Partner, The Williams Law Group
Overview of Advanced Tools
Location: Pacific Ballroom - Room 3
Advanced Taskflow Workshop
Location: Pacific Ballroom - Room 3
Document Management 101 (including intro to FVDA)
Location: Pacific Ballroom - Room 1
Working with Filevine AI/LOIS
Location: Pacific Ballroom - Room 2
FVDA Advanced (Template Builder)
Location: Pacific Ballroom - Room 3
Building and Maintaining Your Filevine Environment (Contacts & Customs Editor)
Location: Pacific Ballroom - Room 4
Paralegal Reporting
Location: Pacific Ballroom - Room 5
Document Management 101 (including intro to FVDA) Workshop
Location: Pacific Ballroom - Room 1
Working with Filevine AI/LOIS Workshop
Location: Pacific Ballroom - Room 2
FVDA Advanced (Template Builder) Workshop
Location: Pacific Ballroom - Room 3
Building and Maintaining Your Filevine Environment (Contacts & Customs Editor) Workshop
Location: Pacific Ballroom - Room 4
Paralegal Reporting Workshop
Location: Pacific Ballroom - Room 5
Prompting For LOIS Console
Location: Pacific Ballroom - Room 1
LOIS for Word (Playbooks)
Location: Pacific Ballroom - Room 2
Keeping Your Organization Secure (Account Manager)
Location: Pacific Ballroom - Room 3
Attorney Reporting
Location: Pacific Ballroom - Room 4
Calendar Best Practices Workshop
Location: Pacific Ballroom - Room 5
Prompting For LOIS Console Workshop
Location: Pacific Ballroom - Room 1
LOIS for Word Workshop
Location: Pacific Ballroom - Room 2
Keeping Your Organization Secure (Account Manager) Workshop
Location: Pacific Ballroom - Room 3
Attorney Reporting Workshop
Location: Pacific Ballroom - Room 4
Medchron by Filevine
Location: Pacific Ballroom - Room 5
Working with Filevine AI/LOIS
Location: Pacific Ballroom - Room 1
Document Management 201
Location: Pacific Ballroom - Room 2
Building and Maintaining Your Filevine Environment (Contacts & Customs Editor)
Location: Pacific Ballroom - Room 3
Financial Admins Reporting
Location: Pacific Ballroom - Room 4
Lead Docket 101
Location: Pacific Ballroom - Room 5
Working with Filevine AI/LOIS Workshop
Location: Pacific Ballroom - Room 1
Document Management 201 Workshop
Location: Pacific Ballroom - Room 2
Building and Maintaining Your Filevine Environment (Contacts & Customs Editor) Workshop
Location: Pacific Ballroom - Room 3
Financial Admins Reporting Workshop
Location: Pacific Ballroom - Room 4
Lead Docket 101 Workshop
Location: Pacific Ballroom - Room 5
LOIS for Word (Playbooks)
Location: Pacific Ballroom - Room 1
Workflows 101
Location: Pacific Ballroom - Room 2
Keeping Your Organization Secure (Account Manager)
Location: Pacific Ballroom - Room 3
Attorney Reporting
Location: Pacific Ballroom - Room 4
Lead Docket Marketing Best Practices
Location: Pacific Ballroom - Room 5
LOIS for Word Workshop
Location: Pacific Ballroom - Room 1
Workflows 101 Workshop
Location: Pacific Ballroom - Room 2
Keeping Your Organization Secure (Account Manager) Workshop
Location: Pacific Ballroom - Room 3
Attorney Reporting Workshop
Location: Pacific Ballroom - Room 4
Lead Docket Reporting Workshop
Location: Pacific Ballroom - Room 5
Opening Cocktail Reception
Location: Grand Ballroom
Ryan Anderson Welcome
Location: Grand Ballroom
Michael Anderson & Filevine Product Team
Location: Grand Ballroom
Dr. Cain Elliott & Filevine Futurists
Location: Grand Ballroom
What I Wish I Had Known: Trial Skills from the Courtroom's Edge
Location: Grand Ballroom
Speakers
Managing Partner, Wisner Baum
AI Beyond the Chat Window: Building an AI-Ready Government Legal Office
Location: Marina Ballroom - G
Speakers
Chief Information Officer, Office of Attorney General Tim Griffin
Filevine as a Living System: Building, Rebuilding, and Never Stopping
Location: San Diego Ballroom - Salon A + B
Speakers
Practice Manager, Director of Operations, The Roth Firm
Operations Manager, Fuicelli & Lee
Attorney, RSH Legal
Rethinking Privacy and Security in the Age of AI
Location: San Diego Ballroom - Salon C
Speakers
Partner and Privacy Office, Procopio
Chief Information Security Officer, Filevine
Overview of Advanced Tools
Location: Pacific Ballroom - Room 1
Client Portal Workshop
Location: Pacific Ballroom - Room 2
Integrations 101
Location: Pacific Ballroom - Room 3
Ask an Expert - Open to all Attendees
Location: Pacific Ballroom - Room 4
Vinesign (Template Setup and Use) Workshop
Location: Pacific Ballroom - Room 5
The Element of Surprise in Litigation and Trial
Location: Grand Ballroom
Speakers
Partner & Attorney, Big Horn Law
One Office, Every Client: Managing Litigation, Advice Work, and Business Intelligence Inside Filevine at Napa County
Location: Marina Ballroom - G
Your Hedge Against AI: Turning Your Employees into Rainmakers with Filevine
Location: San Diego Ballroom - Salon A + B
Speakers
Managing Partner, The Umansky Law Firm
The Prompt Playbook: Practical AI Skills for Modern Legal Teams
Location: San Diego Ballroom - Salon C
Speakers
VP, AI Products at Filevine, Filevine
Legal Engineer, Filevine
Depositions by Filevine 101
Location: Pacific Ballroom - Room 1
Time and Billing for the Time Keeper
Location: Pacific Ballroom - Room 2
Advanced Taskflow Workshop
Location: Pacific Ballroom - Room 3
Ask an Expert - Open to all Attendees
Location: Pacific Ballroom - Room 4
DataBridge 101
Location: Pacific Ballroom - Room 5
AI on Trial: How Plaintiff & Defense Are Reshaping Legal Practice
Location: Grand Ballroom
Speakers
Founding Partner, Kopka Law Group
Chief Operating Office, Kopka Law Group
Owner, Lodestar Law LLC
General Counsel, Filevine
Product Update: Filevine Docs for Transactional Law
Location: Marina Ballroom - G
Growth Without Compromise: The Trial-Readiness System That Helped a Firm Triple Its Caseload
Location: San Diego Ballroom - Salon A + B
Speakers
Partner, The Flood Law Firm
Director of Operations, The Flood Law Firm
From Resistance to Reliance: How Legal Teams Put LOIS to Work
Location: San Diego Ballroom - Salon C
Speakers
Principal, Law Works
Partner, Arizona's Work Injury Firm
LOIS Workflows 101
Location: Pacific Ballroom - Room 1
Document Management 201
Location: Pacific Ballroom - Room 2
Deadline Chain Workshop
Location: Pacific Ballroom - Room 3
Ask an Expert - Open to all Attendees
Location: Pacific Ballroom - Room 4
Time and Billing for the Time Keeper Workshop
Location: Pacific Ballroom - Room 5
From Intake to Lifelong Clients - Modern Legal Marketing on Both Sides of the Case
Location: Grand Ballroom
Speakers
Co-Founder & Managing Partner, CFI Consultants, LLC
Founding Attorney, Rudin Law
CEO and Founder, GoldLaw Personal Injury Lawyers
Chief Growth Officer, Filevine
Product Update: Time and Billing in LOIS (and Other Updates)
Location: Marina Ballroom - G
From 80,000 Cases to Action: How AI and Smart Workflows Power Modern Mass Torts
Location: San Diego Ballroom - Salon A + B
Speakers
Managing Partner, Bell Legal Group
You Bought the Legal AI Tools. Now What?
Location: San Diego Ballroom - Salon C
Speakers
Chief Information Officer, Kline & Specter, P.C.
LOIS Workflows 101 Workshop
Location: Pacific Ballroom - Room 1
Document Management 201 Workshop
Location: Pacific Ballroom - Room 2
Overview of Advanced Tools
Location: Pacific Ballroom - Room 3
Ask an Expert - Open to all Attendees
Location: Pacific Ballroom - Room 4
Lead Docket Advanced
Location: Pacific Ballroom - Room 5
Kwame Christian: Best-selling Author, Keynote Speaker, and CEO
Location: Grand Ballroom
Speakers
Best-selling Author, Keynote Speaker, and CEO
Flight Deck Welcome Party - Sponsored by Swyft
Navigating Legal AI Ethics Panel
Location: Grand Ballroom
Speakers
VP, AI Products at Filevine, Filevine
Legal Engineer, Filevine
CEO and Founder, JustaNovus LLC
Counsel, Buchalter
Fireside Chat with Joe Tacopina: Inside the Courtroom with One of America's Top Trial Attorneys
Location: Grand Ballroom
Join us for a candid fireside conversation with Joseph Tacopina, founder and lead trial attorney of Tacopina, Seigel & DeOreo. Over three decades, Mr. Tacopina has tried more than 100 cases and represented an extraordinary range of high-profile clients, including President Donald J. Trump, A$AP Rocky, Alex Rodriguez, Michael Jackson, and the Washington Commanders. A former Brooklyn prosecutor turned nationally recognized defense attorney, faculty member at Harvard Law School's Trial Advocacy Workshop, and regular legal commentator on ABC, CNN, Fox News, MSNBC, and Newsmax, he'll share firsthand insights on trial strategy, cross-examination, and life in the courtroom.
Speakers
Trial Attorney & Legal Commentator
CEO & Co-Founder, Filevine
From Weeks to Minutes: What Agentic Record Retrieval Means for Trial Attorneys
Location: Grand Ballroom
Speakers
Attorney and the Executive Vice President, Alexander Shunnarah Trial Attorneys
CEO & Founder, Codes Health
Bridging the Divide: Real-World Lessons from Public Sector and Private Practice Legal Ops
Location: Marina Ballroom - G
Speakers
Shareholder, Greenberg Traurig
Product Workshop: Drafting and Research
Location: San Diego Ballroom - Salon A + B
Two Firms, One Platform: Configuring Filevine Around Your Practice
Location: San Diego Ballroom - Salon C
Speakers
Shareholder, Starfield & Smith
Chief Operating Officer, Starfield & Smith
Regional Director of Marketing, Rothkoff Law Group
Document Management 101 (including intro to FVDA)
Location: Pacific Ballroom - Room 1
Mass Actions Advanced Tools
Location: Pacific Ballroom - Room 2
Timely 101
Location: Pacific Ballroom - Room 3
Ask an Expert - Open to all Attendees
Location: Pacific Ballroom - Room 4
Paralegal Reporting
Location: Pacific Ballroom - Room 5
The High-Value Case Playbook: Trial Strategies, Negotiation Tactics, and the Art of Maximizing Outcomes
Location: Grand Ballroom
Speakers
Owner & Senior Trial Attorney, Alder Law
From Fear to Framework: Building a Safe AI Strategy for Government Legal Teams
Location: Marina Ballroom - G
Speakers
Member, Cozen O'Connor
Chief Culture Officer, Filevine
10 Ways to Supercharge Your Filevine
Location: San Diego Ballroom - Salon A + B
Speakers
Managing Attorney, Tatum & Atkinson, PLLC
One Platform, Every Matter: How SRM Built an In-House Legal Operating System
Location: San Diego Ballroom - Salon C
Speakers
General Counsel, SRM Concrete
Document Management 101 (including intro to FVDA) Workshop
Location: Pacific Ballroom - Room 1
FVDA Advanced (Template Builder)
Location: Pacific Ballroom - Room 2
Financials/Payments/Invoicing for the Billing Admin
Location: Pacific Ballroom - Room 3
Ask an Expert - Open to all Attendees
Location: Pacific Ballroom - Room 4
Paralegal Reporting Workshop
Location: Pacific Ballroom - Room 5
Glow Up or Blow Up: From Settlement Focused to Verdict Driven
Location: Grand Ballroom
Speakers
Chief Executive Officer, Bighorn Law
AI in the Trenches: Efficiency, Ethics, and the Future of Legal Work
Location: Marina Ballroom - G
Speakers
Assistant Director, Utah County Public Defender Association
Always Ready: What the Coast Guard Taught Me About Running Law Firms
Location: San Diego Ballroom - Salon A + B
Speakers
Co-founder and CEO, Swyft
AI Compass: Turning AI Overload into Legal Impact
Location: San Diego Ballroom - Salon C
Speakers
Lead, Legal Operations AI Innovation & Compliance, Covista
Director of Legal Operations, Covista
Deadline Chain Workshop
Location: Pacific Ballroom - Room 1
FVDA Advanced (Template Builder) Workshop
Location: Pacific Ballroom - Room 2
Periscope 101
Location: Pacific Ballroom - Room 3
Ask an Expert - Open to all Attendees
Location: Pacific Ballroom - Room 4
Financials/Payments/Invoicing for the Billing Admin Workshop
Location: Pacific Ballroom - Room 5
The Deposition Advantage: Turning Testimony into Action with Depo CoPilot
Location: Grand Ballroom
Speakers
Shareholder, Saalfield Shad, P.A.
Crushing Chaos: Run Your Firm on Numbers, Not Nerves
Location: San Diego Ballroom - Salon A + B
Speakers
Managing Partner, The Williams Law Group
Ask the Product Team: Live Q&A with Filevine Product
Location: San Diego Ballroom - Salon C
Speakers
Attorney and the Executive Vice President, Alexander Shunnarah Trial Attorneys
Prompting For LOIS Console Workshop
Location: Pacific Ballroom - Room 1
Depositions by Filevine 101
Location: Pacific Ballroom - Room 2
Periscope Walkthrough
Location: Pacific Ballroom - Room 3
Ask an Expert - Open to all Attendees
Location: Pacific Ballroom - Room 4
Mass Actions Advanced Tools
Location: Pacific Ballroom - Room 5
Keynote: Matthew McConaughey
Location: Grand Ballroom
Speakers
Keynote Speaker
