Event: Practical Law's 3rd Annual Knowledge Management Forum

Strategy, resource management and being cost aware in today's KM world

About the Forum

29 April 2014, The Institute of Directors, London

New topics for 2014:

  • Learn practical strategies in our key headline themes: technology and systems, people and resources, client focus and global KM
  • Create best practice solutions to route information to the right people
  • Find out about in-house client models and pitch expectations from blue-chip companies
  • Enhance your technology while limiting cost
  • Develop and define your strategy: getting the know-how you want, how to create it and where from?

And don't miss our special feature – PSL roundtables: delivering the right know-how
These roundtable sessions will focus on how to develop your know-how strategy for TWO key practice areas including, litigation and niche focused areas.

Last year's forum, chaired by Katharine Ward, Legal Knowledge Manager at Vodafone, saw PSLs, KM lawyers and librarians come together in London to speak about the most pertinent issues within the knowledge management space.

Our legal landscape is changing – are you ready?

With a focus on strategy and resource management, we have developed our programme to give our delegates key tips to deliver better results while being cost aware in today’s KM world. Hear from leaders in KM, at both a client and law firm level, to help shape your strategy for the future.

Our two tracked system this year means we are running in-depth tailored sessions for PSLs, alongside bespoke workshops for in-house KM lawyers to deliver better results and streamline operations.


Time Details
10.00am - 10.15am

Open and Welcome from Practical Law and Chair

Jane Keen, Senior Attorney, EMEA Legal Department, Intel Corporation

10.15am - 10.45am

Strategy scene setter – developing your strategy going forward in the current legal landscape

  • Re-defining your strategy: getting the know-how you want and how to create it on your budget
  • New entrants to KM: how do you move into KM and what are the current challenges?

Andrew Telling, UK Head of Knowledge Management, Taylor Wessing

Theme 1: Technology and systems

Our first theme will look at how to optimise technology and limit cost.

10.50am - 11.40am

Your matter life cycle: managing your systems and directing information efficiently

  • How can you share knowledge more efficiently internally?
  • Best practice ways to route information to the right people
  • How to feed information through multiple systems and avoid duplication
  • Unlocking internal resources – working with your Business Support colleagues

Alicia Hardy, Director of Professional Support, White & Case

11.40am - 12.10am

Coffee break

12.10am - 12.40am

A focus on integrated search of SharePoint indexes with external information resources

  • How to make sense of multiple SharePoint indexes and search scopes, using Solcara Legal Search and the SharePoint API?
  • Bringing together search results from SharePoint and external information resources and defining datasets along practice area lines
  • Recent examples from client implementations

Paul Brown, Intranet Manager, Holman Fenwick Willan
Rob Martin, Director Software Services, Thomson Reuters Legal Solutions UK and Ireland

Theme 2: People and resources

Our 'people' theme focuses on how to streamline KM and PSLs through a) dealing with cultural clashes b) looking at benefits of joint projects and c) how to make to work.

12.40am - 1.30pm

Getting buy-in, collaborating with others and people processes

  • How do you get buy-in? Innovative ways to bring up the profile of KM in your business
  • What kind of training can you be looking at?
  • How do you approach and manage cultural change?

Deborah Maguire, Senior Counsel, Head of Knowledge Management, BT Legal
Kathy Jacobs, Head of Knowledge Management, Baker & McKenzie
Debbie Jukes, Partner and Head of Professional Knowledge, Eversheds

1.30pm - 2.15pm


2.15pm – 3.00pm

PSL roundtables: delivering the right know-how

These roundtable sessions will assist in developing your know-how strategy for TWO key practice areas: litigation and niche focused areas. Delegates can roam freely or choose one or more roundtables to take part in.

Roundtable 1: Litigation know-how Roundtable 2: Niche know-how
  • How a litigation know-how function differs from know-how functions in other practice areas
  • How to use litigation know-how resources effectively

Rebecca Warder, Professional Support Lawyer, Holman Fenwick Willan

Emily Lew, Legal Knowledge Manager, Herbert Smith Freehills

  • How to manage developing areas with limited resources
  • Alternatives to having dedicated PSLs - where does KM fit in?

Chair: Carol Aldridge, Head of Knowledge Management and Information Services, Burges Salmon LLP

Stuart Hopper, Director of Knowledge Management, Baker & McKenzie

Theme 3: Client focus

Winning clients over your competitors is a perpetual hurdle. Find what clients are after and how your fee earners and KM system can deliver.

3.00pm - 4.00pm

In-house client models and pitch expectations

  • Models (1): how to get the best KM service from panel firms?
  • Models (2): examples of innovative models where law firms can support clients directly
  • Pitches (1): what goes on in the pitch process and what is the range of expectations?
  • Pitches (2): measuring your pitch against client value successfully – workable examples
Ian Rodwell, Head of Client Knowledge and Learning, Linklaters
Paula Reid, Partner and Head of Knowledge, A&L Goodbody

Bethany Jennings, Client Services Manager, DLA Piper

4.00pm - 4.30pm

Coffee Break

4.30pm - 5.30pm

Tracked workshops

These tracked workshops are designed to look at key KM issues for law firms and in-house companies

In-house track 1: Theme 3: KM challenges and options for in-house lawyers Law firm track 2: Theme 4: Global KM
  • Achieving what you want with your resources
  • Best practice case studies on aligning knowledge sharing to your business needs
  • Finding the right know-how – who has it and how do you find them?

Katharine Ward, Legal Knowledge Manager, Vodafone

Jane Keen, Senior Attorney, EMEA Legal Department, Intel Corporation

This theme picks up on how to share information and collaborate on a global scale.

  • How do you run international know-how?
  • Understanding the PSL concept internationally – who are the alternatives?
  • Best practice examples for training a global KM team

Simone Pearlman, Head of Legal Knowledge, UK, EMEA & Asia, Herbert Smith Freehills

Megan Jenkins, Head of Central KM, DLA Piper

5.30pm - 5.45pm

Rounding up your strategy

  • How to overcome the key challenges your organisation faces
  • What you can implement tomorrow
  • Which parts of your strategy should you be re-defining?

Andrew Telling, Head of Knowledge Management, Taylor Wessing

5.45pm Closing comments and end of Forum

Sit back and hear an overview of today's key takeaways on technology, internal resources, client expectations and global KM to help re-define your strategy.


Simone Pearlman

Simone Pearlman

Head of Legal Knowledge, UK, EMEA and Asia, Herbert Smith Freehills LLP

Simone Pearlman is Head of Legal Knowledge, UK, EMEA and Asia at Herbert Smith Freehills LLP. She looks after the firm's legal knowledge and client development areas as well as overseeing the roles of the extensive team of professional support lawyers in London and in the firm's international offices in EMEA and Asia. In relation to clients, Simone advises clients on their internal legal knowledge portals; is responsible for various client training programmes including the client academy seminars and webinars; and edits and produces various generic client publications including the General Counsel Updates, the firm's horizon spotting Preview and Timeline publications and A Legal Guide to Investing in the UK for Foreign Investors.

Simone was an associate in the firm's Disputes Division, then a Disputes Professional Support Lawyer. She was appointed Acting Head of Legal Knowledge in September 2011 and Head of Legal Knowledge, UK, EMEA and Asia, in September 2012.

Ian Rodwell

Ian Rodwell

Head of Client Know-How Services, Linklaters

Ian Rodwell is Head of Client Knowledge and Learning at Linklaters. He works closely with colleagues in the practice, marketing, training and information teams to co-ordinate the strategic provision of knowledge and learning to the firm's major clients. Ian is also a faculty member of the Linklaters Law and Business School and part of the firm's internal coaching team.

Ian joined Linklaters in 1992, originally working in their Real Estate Department where he helped set-up the group's first knowhow system. He then ran an Information Unit providing research and analysis services to 260 lawyers and business development practitioners in the firm's mainstream corporate practice.

Ian is also a guest lecturer at City University and UCL.

Paula Reid

Paula Reid

Partner and Head of Knowledge, A&L Goodbody

Paula Reid is a Partner and Head of Knowledge in A&L Goodbody, Solicitors, Dublin. A barrister by background, Paula has spent most of her professional life working in the area of knowledge management with a particular focus on client knowledge initiatives. In addition, Paula has published text books on anti-money laundering regulation and most recently co-authored, "Anti-Money Laundering: Risks, Compliance and Governance", Round Hall Thomson Reuters (October 2013).

Jane Keen

Jane Keen

Senior Attorney, EMEA Legal Department, Intel Corporation

I am an Australian qualified lawyer who has been living and working in the UK for over ten years. I did my undergraduate degrees (LLB and BA) at Murdoch University in Western Australia, and I hold a BCL from Oxford University. I trained at Minter Ellison in Australia, but have worked in house for the majority of my career. I've been at Intel for 7 years in various roles, all client facing until 2011, when I joined the newly established "Legal Practice Excellence" team. I am responsible for training for lawyers, and knowledge management. We're a small team of only four lawyers and a paralegal, split between California and England, and covering the whole of Intel's worldwide legal team.

Alicia Hardy

Alicia Hardy

Director of Professional Support, White & Case

Alicia Hardy is Counsel at White & Case and the Firm's first Director of Professional Support responsible for 40 Professional Support staff in ten offices. In this role Alicia is responsible for ensuring that these global resources are prioritised and coordinated to support the strategic priorities of the Practice Group, Regional Sections and the Firm.

Alicia has nineteen years of experience in law, both as a Corporate transactional lawyer and, for the last twelve years, in various Professional Support and Training roles.

Deborah Maguire

Deborah Maguire

Senior Counsel, Head of Knowledge Management, BT Legal

Deborah Maguire is Head of Knowledge Management, BT Group, Legal Governance & Compliance. She has knowledge and training responsibility for a legal headcount of more than 500 people spread across 35 countries. Deborah has 20 years’ experience as a solicitor and is admitted in both England & Wales and in Ireland. She has worked in various senior legal roles in BT Group, prior to which she practised in the EU, Competition & Regulatory grouping at A&L Goodbody.

Kathy Jacobs

Kathy Jacobs

Head of Knowledge Management, Baker & McKenzie

Kathy Jacob joined Baker & McKenzie's London office as Head of Knowledge Management in January 2013 to lead a multidisciplinary KM team.

The KM department consists of four functions: - Knowledge Systems Programme Management, Knowledge Content Support (offshore team based in Manila), Library and Information Services and Records Management. The department's role is to build organisational capabilities in knowledge activities, to maximise the value from Baker & McKenzie and bought in knowledge and information assets. The teams work to solve business problems by connecting people to content and people to people and to manage information risk.

Over a 20 year professional career, she has held a variety of information and knowledge roles in legal, banking and media that necessitated developing a wide range of skills. Kathy is an active contributor in many KM and information networks and forums.

Rebecca Warder

Rebecca Warder

Professional Support Lawyer, Holman Fenwick Willan LLP

Rebecca Warder is a Professional Support Lawyer responsible for litigation knowledge management for one of Holman Fenwick Willan LLP's groups. She produces a variety of client publications, provides training both to clients and to lawyers within the firm and has also advised clients on their own knowledge management systems.

Before moving into her knowledge management role Rebecca practised as a senior litigator at the firm, mainly handling high value disputes arising from shipbuilding, charterparties and bills of lading. Rebecca also advised on disputes relating to marine insurance and on the drafting of dispute resolution clauses. She has handled international arbitration disputes, including both ICC and LCIA cases and is experienced in both expert determination and mediation.

Andrew Telling

Andrew Telling

Head of Knowledge Management, Taylor Wessing

Andrew leads the UK KM group at Taylor Wessing LLP. He works with partners, professional support lawyers and business services heads to plan and implement KM within the firm so as to promote client service, efficiency and business generation. Recent developments include using internal business intelligence to inform marketing activity and enhancing access to transactional know-how through an internal e-bibles system. Current projects include a review of the firm's know-how systems and promoting international collaboration on KM issues following international expansion.

Andrew is a corporate lawyer by background, with extensive transactional and advisory experience, and remains actively engaged in know-how and training for the corporate practice. Educated at Cambridge University and The College of Law, Andrew started his career at Linklaters & Paines. He moved to Allen & Overy LLP where he was a partner before joining Taylor Wessing LLP in a knowledge management role in 2007.

Carol Aldridge

Carol Aldridge

Head of Knowledge Management and Information Services, Burges Salmon LLP

Carol Aldridge is Head of KM at Burges Salmon LLP. She works with the firm’s KM/Learning & Development Partners, PSLs, Knowledge & Information Services, IT and Marketing teams to ensure knowledge-focused support to meet business objectives. She also works with Client Partners and business services teams to identify value added services to enhance solutions for clients. Carol trained and practised at Herbert Smith before joining Burges Salmon in 2000 as Commercial PSL. She has been Head of KM since 2004.

Burges Salmon’s KM focus is broad and includes knowledge about clients, sectors and markets as well as traditional legal content. The firm invests in systems and processes to support efficiency, effectiveness and innovation. All users are encouraged to think about how knowledge can best be used to enhance the client experience and to keep services competitive. The focus on knowledge sharing behaviours and culture is also reflected in this leading UK firm’s close, collaborative working relationships, partner-led approach and its top tier expertise as recognised in the leading legal and industry award schemes and legal directories.

Rob Martin

Rob Martin

Director Software Services, Thomson Reuters Legal Solutions UK and Ireland

Rob is a founding Director of Solcara, a business that was formed in 2001 to develop and deliver advanced search and knowledge management solutions. Prior to Solcara he was the Professional Services Director at Dataware Technologies (UK) Ltd. He has more than 20 years experience working with law firms, Government departments and large commercial organisations, helping them to design and implement search and KM solutions. In 2011 Solcara was acquired by Thomson Reuters and Rob is now Director, Software Services focused on developing the next generation of advanced federated search and Know How software solutions. In 2013 FloSuite Legal has also become part of the portfolio of products that Rob heads up.

Debbie Jukes

Debbie Jukes

Partner, Eversheds

Debbie is the Head of Knowledge for Eversheds. She runs the global team of knowledge management and information professionals and is responsible for the firm’s strategy on precedents, know-how, know-how systems, internal and external resources and a dedicated research team. She is also the Head of Risk for the Company Commercial Practice Group and as part of this role, manages the PSLs who support this Practice Group. Prior to taking up this role about 5 years Debbie was a partner in the Commercial team at Eversheds with particular expertise in long term contracts, joint ventures and joint working arrangements.

Paul Brown

Paul Brown

Intranet Manager, Holman Fenwick Willan LLP

Paul is Intranet Manager at Holman Fenwick Willan LLP. He is a SharePoint specialist based in the Library & Information Department and responsible for the firm's global intranet as well as the set-up and administration of HFW's Solcara Legal Search implementation. Paul has recently worked on the upgrade and rebrand of Solcara into "OneSearch", which now includes connectors to search across the firm's SharePoint-based Knowledge content in addition to external resources.

Originally from an environmental science background, Paul started working in a legal library over 12 years ago and has spent the last 5-6 years specialising in intranet development.

Stuart Hopper

Stuart Hopper

Director of Knowledge Management, Baker & McKenzie

Stuart is Director of Knowledge for Baker & McKenzie's Global Mergers & Acquisitions Practice. His areas of specialism include strategic and business planning, as well as overseeing effective delivery of services to ensure that the practice serves clients' needs and meets practitioners' expectations. Stuart's nearly 20 years' experience as a qualified solicitor in multi-national law firms complements a formal business training (he has an MBA from a leading Business School). Together, these give him a strongly commercial approach to knowledge management and training, business strategy and all aspects of practice management and support.

Bethany Jennings

Bethany Jennings

Client Services Manager (Marketing), DLA Piper

Bethany is a Manager in the Client Services team at global law firm, DLA Piper, and is responsible for supporting the delivery of the firms global client strategy. Bethany runs DLA Piper's client programme for in-house lawyers - WIN (What in-house lawyers need), which won last year's FT Innovative Lawyers award for client service and provides an extensive knowledge, support and training offering to a large in-house lawyer network across the world.

Megan Jenkins

Megan Jenkins

Head of Central KM, DLA Piper

Megan Jenkins is joint Head of Central Knowledge Management at global law firm, DLA Piper. The Central KM team leads, supports and coordinates cross-group and multijurisdictional projects that further or affect the firm's international KM framework. Megan works with a variety of people across the firm including KM professionals, fee earners and other support teams.


Valid until 1 Attendee 2 Attendees 3 Attendees
£375 + VAT £599 + VAT £799 + VAT
Standard Price £425 + VAT £675 + VAT £850 + VAT

Who should attend?

  • Directors/Heads/Managers of Knowledge Management
  • Professional Support Lawyers (PSLs)
  • Lawyers/Partners
  • Librarians and Library operations
  • Business Development
  • In-house lawyers

This event is for in-house only. If you do not fall into these criteria but are still interested in attending please contact Katya Kravtsova: katya.kravtsova@thomsonreuters.com.

Booking information

VISIT: www.practicallaw.com/resources/events
CALL: Ashley Pearce +44(0) 207 202 1200
E-MAIL: ashley.pearce@thomsonreuters.com

Attendance at the event is subject to the Practical Law event terms and conditions.


Date: 29 April 2014

Location: Institute of Directors

116 Pall Mall, London, SW1Y 5ED

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