CLE Institute Presentations

 DC Bar CLE Institute 2019 Institute on Technology and the Law

Wednesday, May 29, 2019
9:30 a.m. 4:45 p.m. 
Credit: 5.0 Credit Hours (including 1.0 Ethics Credit Hour)



Digital Transformation: A Necessity for Law Firms to Stay Competitive

Speaker: Daniel Cohen-Dumani, Partner, Market Leader Withum Digital; Daniel Schumack, Schumack Law Firm PLLC
Digital transformation is about using technology to enable a business to be more agile and efficient, and to provide better service to its clients.  The legal profession has been transformed by technology in nearly every aspect – from communicating with colleagues and clients, to conducting research and collecting payment, to preparing for trial.  Not to mention the significant increase of information communicated amongst geographically dispersed colleagues and clients.  Today’s law firms recognize the need to adapt to new cloud technologies or risk losing their competitive edge.  But what exactly does digital transformation mean to the legal profession?  How secure it is?  Where do you start?  This session will address what it means to move to the cloud and how collaboration, business processes, security and mobility are changing the game for law firms.  This presentation will also address the ethical issues attorneys and those working for them may confront in these areas, and their obligations to clients, the courts, and others. Among the D.C. Rules the panel will discuss are D.C. Rules of Prof’l Conduct R. 1.1, 1.3, 1.4, 1.6, 2.1, 5.1 to -5.3, and 8.4. This presentation is being offered for 1.0 Ethics Credit) (60 Minutes)


Getting To Know Digital Currency And Blockchain Technology

Speaker: Chris DeMayo, Partner, Withum; Tracy D. Drynan, Cleary Gottlieb Steen & Hamilton LLP
The inception and evolution of Bitcoin (aka “Crypto Currency”) and the Blockchain (a vehicle for crypto-currency transactions) has been one of the most interesting and controversial financial and technological developments in recent history, yet many business people and their advisors have only a limited understanding of this trend and its implications.  CPA and MBA Chris DeMayo has been following these issues closely since their beginning in his role as leader of the Technology Services Group at WithumSmith+Brown, a professional services firm at the forefront of technology advisory services.  He will explore the history of Bitcoin, how it works, when and why it is used and how it might impact you and your clients, he will also explore the applications of Blockchain technology on our profession as well as other industries.  We’ll connect the dots between what CPAs following this trend believe it means for the future and what attorneys need to understand about it—today and in the days ahead. (60 Minutes)


What AI And ML Can Mean To Your Legal Practice

Speaker: Yodi S. Hailermariam, Drinker Biddle & Reath LLP; Dale Tuttle, Partner, Practice Leader, Withum Digital
By many accounts, lawyers will see 100,000 roles automated by 2036 and many experts say the tipping point for law firms to develop a new value proposition and talent strategy is right now—and it’s all because of Artificial Intelligence and Machine Learning, or AI and ML.  But what do we actually mean when we use those terms?  More importantly, what do these technologies offer you as attorneys?  Instead of focusing on how Bots will take over your job, it’s more practical (and less distressing) to focus on how these technologies can make you more effective in your practice.  In this session we will look at practical ways that AI and ML can augment your own expertise and streamline your collection, analysis, and capture of knowledge.  During the course of the discussion, we’ll define what we mean by AI and ML, discuss some of the current technology platforms and what they offer, and provide practical guidance on how to use them.  Finally, we’ll engage in an open discussion to find out how attendees have been affected by these rapidly advancing technologies and what they are doing to transform them from a disruptive threat into a competitive advantage. (60 Minutes)


What Attorneys Should Know About SOC 2 Audits And How They Have Quickly Become The Standard for Technology Companies

Speaker: Tony Chapman, Partner, Withum
This presentation will provide an introduction and insight into digital security audits and what attorneys need to know about them in the context of client representation and law firm administration.  Software as a Service (or SaaS) providers, as well as technology companies that provide applications and services that assist customers in data storage or retrieval services, transaction, information processing and/or hosting services must provide assurance to these customers and potential customers that they have taken appropriate steps to protect customers data and systems.  System and Organization Control (SOC 2) reports provide third-party assurance that a company’s digital security controls are designed appropriately and are effective. In this session we will review the key elements of a SOC 2 report and the underlying process for obtaining one.  You’ll gain a deeper understanding of how to explain SOC Certification to clients and when to advise a technology client to obtain a report, as well as when it is important for your firm or any client to look for SOC 2 certification in selecting a platform or service provider.  You’ll also learn how to interpret a SOC 2 report and assess its relevance and evidentiary value in litigation.  (60 Minutes)

Making Sense of the Cybersecurity Landscape

Speaker: Matthew Ferrante, Head of Cyber, Withum; Anand Raj Shah, Manatt, Phelps & Phillips, LLP
International Organized Crime, High Profile Investigations, Incident Response, Cyber Forensics & e-Discovery, Summary Case Studies & Effective Security Frameworks to Maximize Attorney/Client ROI.  Mr. Ferrante will provide brief case studies from actual hands on experience working on literally thousands of incidents globally, including but not limited to ground work in Russia, Mainland China, Hong Kong, Singapore, Colombia, the Middle East, Europe, the USA and more.  From simple forensic data collections to highly complex enterprise systems, as well as internal and external threats.  We will explore various real case scenarios and realistic threats from government to the private sector, SMBs to global enterprise environments - based on experience; not theory.  Understand current threats and best practices to better protect your law firm, your clients, and the legal profession. (60 Minutes)