³ÉÈËVRÊÓƵ

°Â±ð’l±ôÌýopen the forum with a concise look at the latest data and research from ³ÉÈËVRÊÓƵ Institute on AI adoption across legal and professional services. This brief grounding session is designed toÌýestablish a shared baselineÌýbeforeÌýshiftingÌýinto deeper discussion and debate for the day ahead.Ìý

Presenters:Ìý

Bryce Engelland,ÌýEnterprise Content Lead, Innovation and Technology,Ìý³ÉÈËVRÊÓƵ InstituteÌý

Gia Norris, Vice President of Product, CoCounsel, ³ÉÈËVRÊÓƵ

As AI moves from novelty to embedded capability, leaders face a new challenge:ÌýdeterminingÌýwhich technological shifts will meaningfully reshape client value, operating models, and risk—and which will fade as short‑term hype. This session takes a forward‑looking view of the AI and emerging technology landscape, examining how regulation, platform consolidation, client expectations, and cross‑functional impacts are shaping the next phase of adoption.ÌýPanelists will explore how firms are balancing innovation with accountability, where leaders still see unresolved risk, and what strategic questions firms should be asking now to stay ahead of both market and client demands.Ìý

Moderator:

Johanna Kalb, Dean, School of Law,ÌýUniversity of San FranciscoÌý

Panelists:

Coskun Cavusoglu, Americas Financial Services Tax Technology and Transformation Leader, EY

Brooke Daniels, SVP, Market Lead, Harbor

Thom Hutchison, Director of Data Science & Artificial Intelligence, Husch Blackwell LLP

Jennifer Reeves, Vice President, AI Governance and Integration Lead, American Arbitration Association

Turning AI enthusiasm into measurable resultsÌýremainsÌýone of the most persistent challenges facing firms. In this interactive, hands‑on session, participants will work through realistic professional services scenarios to estimate time saved, value created, and risk introduced through different AI use cases. Facilitator(s) will guide teams as they pressure‑test where automation, agents, and AI‑powered assistants genuinely enhance performance, deciding where human judgment must remain firmly in the loop. Through team-based challenges and rapid debriefs, participants will walk away with a sharper sense of the most efficient AIÌýutilizationÌýtactics. Expect team challenges and a bit of friendly competition as you discern a quantifiable outlook on the role of AI in real client work and internal operations.Ìý

Facilitator:Ìý

Ryan Sulkin,ÌýTeam Lead, Data Privacy & Cybersecurity Practice Group,ÌýBeneschÌýLawÌý

In this candid fireside conversation, our facilitator will sit down with two clients of legal and professional services firms to hear directly how buyers are evaluating AI‑enabled services today. As firms invest heavily in new tools and automation, this session offers a rare look at what clientsÌýactually value, expect, and are willing to pay for. The discussion will focus on how clients assess quality, risk, transparency, and trust in an AI‑augmented environment, highlighting what has strengthened client relationships, what has fallen flat, and what will increasingly differentiate firms as AI becomes table stakes.Ìý

Facilitator:

Gia Norris, Vice President of Product, CoCounsel, ³ÉÈËVRÊÓƵ

Panelists:

Eric Berg, VP, Chief Compliance Officer, & Associate General Counsel, IDEX Corporation

Seth Gastwirth, Deputy General Counsel, Assistant Corporate Secretary and General Counsel, JLL

Nilay Patel, Editor-in-Chief, The Verge

To close the contentÌýportionÌýof the day,Ìý·É±ð’l±ôÌýturn the floor over to the room. Throughout the forum, attendees will have the opportunity toÌýsubmitÌýpointed, real‑world questions about AI, emerging technology, and professional services, from operating models and client demands to talent, ethics, and vendor strategy. In this moderated fishbowl format, a rotating group of participants will respond to questions live, creating an unscripted dialogue that surfaces practical lessons, divergent perspectives, and unresolved tensions. The goal is not consensus, but clarity: a chance to pressure‑test ideas and assumptions in an open, intellectually honest exchange shaped directly by those in the room.Ìý

Moderator:

Ray Meiring,ÌýCEO,ÌýQorusDocsÌýÌý

Participants:

Jody Padar,ÌýCo-Founder,ÌýXcel LabsÌý

Kate Schmidt, Chief Operating Officer, Applied AI Strategic Growth Offering, Deloitte

Frank Spadafino, Chief Information Officer, Blank Rome LLP

Please join us for cocktails and light bites as we bring the day’s conversations to a close.