Co-Founder & Partner, Bernero & Press
Wendy specializes in helping firms enhance their profitability and revenue growth by developing and promoting high-value service offerings, building strong value propositions, results-oriented business planning and budgeting, and customizing and pricing their services to meet client needs.
Senior Vice President, Professionals Banking, Citizens Commercial Banking
Jay works closely with Leadership and C-suite Executives at these firms to partner and advise on aligning Citizen Financial Group’s strengths and capabilities with the firms’ operational needs. Additionally, Jay also works closely with the individual Principals and Partners at these firms to provide Private Banking and Wealth Management solutions.
Founder, High Performance Counsel
With several years in the startup environment, including as a co-founder in the legal tech space specifically, David brings a unique and timely perspective on the role of data, automation and artificial intelligence in the modern and efficient delivery of services for legal consumers. Having been both a corporate buyer of legal services and a services provider, he identifies the greater efficiency and value that can be achieved in legal operations for corporate buyers especially.
CCO Kim Technologies, VP North America Riverview Law
Andy is an experienced leader, innovator and change agent with sixteen years’ experience in the legal industry ranging from start-ups to blue-chips on both sides of the Pond. A frequent speaker and writer on innovation and disruption in the legal services industry, and having fun bringing together the often-disparate worlds of business, law and technology.
Mark A. Cohen
Mark Cohen is widely regarded as a global thought leader in the legal vertical. Prior to founding Legalmosaic, Cohen was Co-Founder of Clearspire (www.clearspire.com), a groundbreaking legal service provider whose disruptive, proprietary IT platform and reengineered legal model has been reported in The Economist, The Wall Street Journal, Fast Company, The ABA Journal, Reuters, and a host of other sources.
Steven Weisbrot, Esq
Partner & Chief Innovation Officer
Steven is a nationally-recognized class action notice expert and one of the premier thought leaders in the class action administration industry. He has authored numerous articles in national legal publications on media notice programs, using digital media to notify class members, class action claims administration and proper claim form design.
Steven has consulted with and advised some of the largest corporations in the country on their class action notification needs. He has also lectured extensively to many of the largest law firms in the world, as well as hedge fund managers, bar associations and in-house counsel on class action notice and claims procedures. Additionally, he has provided public comment and written testimony to the Judicial Conference Committee on Rules of Practice and Procedure on the role of direct mail, email, digital media and print publication, in effecting Due Process notice.
Prior to joining Angeion Group, Steven was Director of Class Action Services at a leading class action claims administration company, where he designed and implemented notice and settlement processes. Before that, he spent the better part of a decade in private law practice where he concentrated his practice on complex civil cases.
Steven received his J.D. degree from Rutgers University School of Law and holds a bachelor’s degree from Rowan University. He is a licensed attorney in PA and NJ.
Jonathan D. Twombly, Esq.
Director, Law Firm Practice Group, Vicus Partners, LLC
For over twelve years Jonathan was a corporate attorney at top law firms in New York like Gibson Dunn & Crutcher LLP and Stroock & Stroock & Lavan LLP, focusing on real-estate, hospitality and commercial litigation. Creative thinking, attention to detail, and the ability to spot overlooked connections helped him save his clients hundreds of millions of dollars in potential liability over the course of his legal career.
Lisa L. Roitman
Business Development and Marketing Strategist, Bloomberg Enterprise Solutions
Lisa enjoys being a problem solver, connecting people, mentoring and learning and would like to continue to expand her network. Throughout her career, she has focused on supporting young talent as a way to give back.
Founder & CEO, Envoy AG
Ralph Schonenbach has held senior positions with the firms Andersen and Ernst & Young. He co-founded Trestle Group and Trestle Group Foundation. In his role with Envoy, Ralph is able to pursue his passion to help people and organizations understand and engage their networks more effectively. Ralph frequently speaks at events and has authored a variety of publications.
Chief Evangelist & General Counsel
Owen Byrd is Lex Machina’s Chief Evangelist and General Counsel. He provides thought leadership in the domain of Legal Analytics and its application to the business and practice of law, via speaking engagements, publications, webcasts, blogging, social media, and press. He also assists with sales, marketing and customer success, and manages Lex Machina’s operations, including legal, finance, and human resources.
Owen has previously founded and led data-centric software, real estate and non-profit ventures and operated his own law firm. He is a member of the California Bar and earned a J.D. from the University of Chicago Law School and a B.A. from Colorado College.
He has spoken extensively to legal audiences, primarily focusing on the use of data to improve legal decision-making.
Co-Founder, UpLevel Ops
Stephanie Corey is a co-founder of UpLevel Ops, a consulting firm specializing in providing services for in- house legal departments and law firms. UpLevel Ops provides a complete range of Legal Operations support, including IT solutions, Finance and Budget guidance, Talent Management and Development, Benchmarking, Best Practices and Metrics, and Outside Counsel Selection and Management.
Stephanie is also a co-founder and former executive member of the leading legal operations trade organization CLOC, Corporate Legal Operations Consortium. She is a widely respected veteran in the Legal Ops field.
Most recently, Stephanie has served as the Chief of Staff and Senior Director of Legal Operations at Flex, which has a global legal department of more than 150 people in 15 countries. She has spent the better part of her career providing value-added services to Legal Departments, including building and deploying critical infrastructure to enable them to meet their business priorities. Stephanie’s areas of expertise include Information Technology, Finance, Communications and Administration.
Stephanie began her career at Merrill Lynch in Pennsylvania, and after relocating to California, she worked at Bailard, Biehl and Kaiser, an investment firm in Foster City. Once she decided to move into Corporate Finance, Stephanie took a position under the CFO, managing the Finance and Accounting Department at Provident Funding Mortgage Bank.
She later moved to Hewlett-Packard, where she was employed for eleven years as the head Legal Operations Manager, running a large IT and Finance Department. Her most recent role at HP was Chief of Staff to the General Counsel, responsible for managing the daily operations of the Legal Department, working closely with the General Counsel and his reports to develop the strategy for the delivery of technology, finance and administrative solutions.
Stephanie holds a master’s degree in Business Administration from Lehigh University, and a bachelor’s degree in Economics from Wilkes University.
A former teacher and lawyer, Aron Solomon is a serial entrepreneur that has traveled three million miles and visited China close to 60 times in the business of learning how to do and make things better.
A serial entrepreneur, Aron was CEO of the world’s first global school, THINK Global School, in which students travel to three cities each year and he previously founded a thriving innovation consultancy imparting the attributes, values, and techniques of Silicon Valley to audiences around the world.
As a Senior Advisor at MaRS Discovery District in Toronto, Aron built the largest cluster of education technology startups in the world and co-created LegalX along with Jason Moyse.
He holds an undergraduate degree in political theory, a graduate degree and teaching certificate in English and Economics, and a JD. He has also completed a certificate from the Kellogg School of Management in Chicago – and attended the Master Class from Sweden’s Hyper Island.
Law Made / Elevate Services
Jason Moyse has served on global teams implementing major customer experience initiatives as a connector/doer/spark and key trusted advisor to the C-Suite, Senior Leadership and Governance Teams for legal and business matters.
Jason’s broad background includes private legal practice in high volume commercial litigation as well as serving as in-house counsel at Xerox where he reduced legal spend by 60% and increased recovery from litigation activities by 100% during his tenure.
A lawyer and Lean Six Sigma Black Belt, Jason is Manager of Legal Business Solutions on behalf of Elevate Services– a next generation legal service provider helping law firms and corporate legal departments improve efficiency, quality and outcomes through consulting, managed services, technology and talent.
A member of various boards centred on legal innovation, he is also the co-founder of Law Made – an agency serving LegalTech startups and Corporates to help the Digital Davids and Enterprise Goliaths dance together through access to capital, clients and markets. Previously, he co-created and executed on the vision of LegalX through the MaRS Discovery District. He has written numerous articles as well as hosted and key noted events focused on startups and the innovative NewLaw fusion of technology, design, process improvement, document automation and lean strategy as applied to legal and advisory services.
Founder & CEO of Foxwordy
Monica Zent is an experienced entrepreneur, investor, businesswoman and trusted legal advisor to the world’s largest brands. Zent has been a successful entrepreneur for decades. Her most recent venture is as Founder & CEO of Foxwordy, the collaboration platform for lawyers and legal professionals. She is also the Founder of ZentLaw, one of the leading alternative law firms, representing the world’s most well-known brands.
A prominent thought leader and public speaker, Zent’s articles on topics related to entrepreneurship, the legal industry, women in technology, innovation in the law, and leadership appear regularly in publications including Bloomberg BNA, Reuters, Inside Counsel, Entrepreneur, VentureBeat and Huffington Post.
Zent founded Foxwordy in recent years with the mission of connecting lawyers and law professionals to unleash the power of collaboration for the legal industry. Foxwordy allows lawyers to instantly connect with credible legal colleagues, addressing workflow needs in real-time, sharing their knowledge, and exchanging referrals. Foxwordy Enterprise is built with AI, machine learning and native patented technology and has been widely adopted by lawyers everywhere. Foxwordy has been covered in Forbes, Bloomberg BusinessWeek, Corporate Counsel, San Francisco Chronicle, Law Technology News, Stanford CodeX, the ABA Journal, and more.
In 2002, Zent founded ZentLaw, re-engineering the conventional law model by merging the efficiencies and flexibility of outsourcing with the best attributes of a law firm. ZentLaw has been covered in the ABA Journal, Above the Law, ACC Docket, Corporate Counsel, National Law Review and Daily Journal.
Zent has been an active investor in real estate and startups in California, an angel investor for many years, an advisor to entrepreneurs, and a tireless advocate for increasing diversity and inclusion in both the legal and technology sectors. She has dedicated her time and talent to a variety of charitable causes and pro bono legal service. Zent balances out her life through devotion to family, fitness, and is a longtime endurance athlete, running marathons for over 25 years.
Jon A. Dorf, Esq.
Managing Partner & Co-Chair of the Real Estate Department
Managing Partner of Dorf & Nelson LLP, Jon A. Dorf represents a wide range of business clients from start-up entrepreneurial ventures to established multi-million dollar companies.
As Co-Chair of the firm’s Real Estate Department, Mr. Dorf handles transactions involving the finance and purchase and sale of large commercial properties as well as leasing arrangements on behalf of owners and tenants. He has been instrumental in many large scale and high profile real estate transactions.
In the last few years, the firm has handled commercial real estate transactions totaling approximately half a billion dollars. In the corporate arena, Mr. Dorf advises clients on the sale and purchase of businesses, the implementation of internal agreements (shareholder agreements, operating agreements, and related governance agreements), and the negotiation of contracts. He also counsels businesses on matters relating to their growth, strategic planning, and litigation needs.
Mr. Dorf offers both legal and practical perspectives to his clients, drawing upon his own experience as the firm’s managing partner, former Chair of the Committee on Law Practice Management for The New York State Bar Association, and present Chair for the Westchester County Bar Association’s Law Office Management Special Committee. He was also Vice Presi- dent of the Westchester County Bar Association where he also served on the Board of Directors. Mr. Dorf also serves on the Board of the Business Council of Westchester and as its General Counsel and is a Board Member of the Hudson Valley Economic Development Corporation. Additionally, for approximately seven years, he served as a Town Prosecutor for the Town of Ma- maroneck and was also a member of the Harbor Commission of the Village of Mamaroneck. Mr. Dorf is a past President of the Orienta Point Association, Inc., a community organization of more than 500 homes, including his own, where he resides with his wife and two daughters.
The International Corporate Center, 555 Theodore Fremd Avenue, Rye, New York 10580
Tel: (914) 381-7600 www.dorflaw.com Fax: (914) 381-7608
President & CEO ContentEngine and iCrowdNewswire
Mr. Botero leads Latin Americas largest news content syndication company providing legal, financial and economic content to LexisNexis, ThomsonReuters, Wolters Kluwer, Dow Jones and others. ContentEngine is primarily focused on Artificial Intelligence applications. Previously, Mr. Botero led international operations at Marketwired Sysomos, a leading corporate communications and social media services company owned by OMERS Private Equity, one of Canada’s largest private equity groups with more than $6.5 billion dollars under management.