Evolve Law Summit
The inaugural Evolve Law Summit is an invitation-only one day program facilitating partnerships and growth in the Legal Technology space. Entrepreneurs and innovators are showcased, while investors and strategic partners are matched with companies based on their pre-specified criteria. The event features two expert panels, startup demos, custom matched 1:1 meetings, followed by a happy hour that is open to the public.
11:00 am Doors Open
11:10 am Welcome, Evolve Law Mary Juetten & Jules Miller
11:20 am Panel: Venture Capital and Angel Investment
Moderator: Edward Wilson, Anthos Capital
Panelist: David Rose, GUST
Panelist: Lorine Pendleton, Portfolia Funds
Panelist: Mike Suchsland, Joplin Consulting LLC
Panelist: Jeroen Plink, Advisor
12:05 pm Lunch & Panel: Strategic Partnerships
Moderator: Michael Frankel, Deloitte New-venture Accelerator
Panelist: Carlos Gamez, Thomson Reuters
Panelist: David Coffey, LegalShield
Panelist: Dean Sonderegger, Wolters Kluwer
Panelist: Bill O’Boyle, NorthState Consulting
1:00 pm 1 on 1 Meetings (Customized for attendees based on needs) | Startup Demo Table area opens
5:15 pm Final Announcement & Wrap-Up
5:30 pm Happy Hour
Thank you to our sponsor North State Consulting
Panel: Strategic Partnerships
Panel: Venture Capital and Angel Investment
Michael Frankel, Managing Director, Deloitte New-Venture Accelerator
Michael Frankel serves as Managing Director and Head of the Deloitte New-venture Accelerator. He is a senior corporate development, strategy and operating executive. He has held leadership roles at LexisNexis Group, IRI, GE Capital and VeriSign. He began his career at an investment banker at Merrill Lynch and a corporate attorney at Skadden, Arps. During his career Michael has led and closed more than 100 transactions, including acquisitions, divestitures and alliances. Michael has also led operational initiatives to develop and launch new products and technologies, expand into new markets and segments and restructure businesses and operations. In addition, he has authored three books and several articles on M&A. Michael earned a BA in Political Science, an MA in International Relations, an MBA, and a Juris Doctorate—all from the University of Chicago.
Carlos Games, Senior Director of Innovation, Thomson Reuters
Carlos is the Senior Director of Innovation for Thomson Reuters’ Legal Business. In his role, he partners with different people inside and outside of the enterprise to define the innovation strategy, and to execute innovation priorities through strategic projects with the potential to drive organic growth. Projects include: running ideation and innovation campaigns and challenges, defining and funding collaborative research opportunities, advising on and performing proof of concepts, and developing and leveraging relationships for co-creation with customers and industry partners.
David Coffey, SVP/Chief Digital Officer, LegalShield
Dave Coffey was named SVP, Chief Digital Officer of LegalShield in November, 2016, the leading provider of legal services in 50 states and 4 Canadian Provinces with over 700 employees and 300,000 sales associates. Most recently, Dave was the VP of Marketing and IT of vRide, a TPG Growth portfolio company, where he oversaw the development of revenue marketing and IT development. He is also a seed investor in Ride.com with TPG.
Dave Coffey is an iPhone and Instagram dependent award winning new media pioneer with over 23 years experience in the media and marketing field. With a diverse background in media agency work and IT management consulting, Dave brings a unique perspective to complex business challenges.
Dave was President of The Coffey Group, a marketing and media consulting practice. In this role, Dave has served several clients including NBC Universal’s Biggest Loser, Meredith’s Hyper Factory/New Media Strategies, Engauge, Mr. Youth, StrikeForce Communications — along with several private equity and venture capital firms including TPG Growth Fund and NCT Ventures.
Dave has served in senior leadership roles at Ogilvy, Sapient and Omnicom Media Group. Prior to The Coffey Group, Dave was Senior Partner, Director for Neo@Ogilvy. Dave also served as Director of Omnicom Media Group’s PHDiQ and as Sapient’s Global Director of Media Services. His past clients include Allstate, Travelers Direct, Mercedes, Harrah’s, Career Education, CSI Direct, Chrysler, Charles Schwab, Eward-Jones, Janus Funds, Jockey, Bissell, HBO, Discovery Communications, Citi Bank, Virgin Charter, U.S. Post Office, Department of Homeland Security, Mitsubishi Motors, and several telecommunication companies.
Dave served on the AAAA’s Advanced Television Committee, DoubleClick’s Client Advisory Board and the Audit Bureau of Circulation’s Interactive Committee. He was named MediaWeek’s 1998 All Star for New Media.
Dean Sonderegger, VP Legal Markets Group & Innovation, Wolters Kluwer
Dean Sonderegger leads the Legal Markets Group of Wolters Kluwer Legal and Regulatory US, which provides technology and information solutions to law firms, corporate legal departments, law schools, governments, and other organizations. The Legal Markets Group represents roughly 10% of Wolters Kluwer’s global legal revenues.
In this role he is responsible for accelerating the vision and strategy for the Legal Markets and Innovation teams, with a particular focus on rapid development of advanced digital products and services to enhance customers’ efficiencies and workflow.
Mr. Sonderegger has more than 25 years of experience working in the tax and legal software and services industries. He received his MBA from George Washington University and holds both a BS and MS in Electrical Engineering from Columbia University.
Bill O’Boyle, Founder/CEO, North State Consulting
Bill O’Boyle founded North State Consulting as a way to empower firms to reach their potential. His methodology is very simple. “We break complex strategies and ROI models down in a way that any firm can implement. The secret is not the complexity, it’s in simplicity.” Bill has an extensive background developing business models and negotiating at the Executive level with global companies such as Sony , Fujitsu, Canon, and Citrix , midsized companies such as Worldox, Smarsh, Applied Systems, Lexis Nexis, and exciting startups like Cicayda, Jostle, and mxHero to name a few. Bill was also a three time invitee of the AICPA’s Executive Roundtable.
Bill is a recognized speaker and thought leader in the legal technology industry. He has been an advisory board member for LegalTech NY and the ABA Techshow and helped software companies build relationships with over 20 State Bar Associations.
Recently Bill worked with Campbell Law School to develop the Law Firm of the Future and was asked by the NC Bar Association and the American Bar Association to be a panelist judge alongside the Honorable Barbara Jackson of the North Carolina Supreme Court for Hacksess to Justice
Bill is active in the community as an Advisor to the school of Business and Technology at St. Augustine’s University as well as a member of the United Way of the Greater Triangle’s Community Engagement Committee. Bill is also a proud graduate of Leadership North Carolina and the Greater Raleigh Chamber of Commerce’s Emerging Leaders Program.
Ed Wilson, Investor, Anthos Capital
Ed Wilson is an Investor with Anthos Capital, a $300mm fund based out of Santa Monica. He are focused on finding those companies that have the potential to become leaders in their space and are looking for a capital partner to help support them in this journey.
David S. Rose, Founder/CEO, Gust
David S. Rose is an Inc. 500 CEO, serial entrepreneur and angel investor who has founded or funded over 100 companies. He has been described by Forbes as “New York’s Archangel”, by BusinessWeek as a “world conquering entrepreneur”, and by Red Herring magazine as “patriarch of Silicon Alley”. He is the New York Times best-selling author of both The Startup Checklist: 25 Steps to a Scalable, High-Growth Business and Angel Investing: The Gust Guide to Making Money & Having Fun Investing in Startups. David is founder and CEO of Gust, the global financial technology platform connecting over 500,000 entrepreneurs with investors in over 190 countries. David is Managing Director of Rose Tech Ventures; Founder and Chairman Emeritus of New York Angels; Managing Director of the AREA accelerator and was Founding Track Chair for Finance and Entrepreneurship at Singularity University, the Google/NASA-sponsored post-graduate program in exponential technologies. He serves on the Entrepreneurship Advisory Boards at Yale and Columbia, and was named Mentor of the Year by NYU Stern Business School. David can be found online at davidsrose.com and followed @davidsrose.
Mike Suchsland, Principal, Joplin Consulting LLC
Mike is a seasoned general manager, board member, advisor, mentor, and investor in the legal software and services space. Formerly the president of Thomson Reuters legal business and a board member with Epiq Systems, Mike has 6 companies in his venture portfolio and has advised on over a dozen transactions in the legal arena
Lorine Pendleton, Business Development Executive and Angel Investor
Lorine Pendleton is a seasoned business development executive with extensive experience in the legal, technology and entertainment industries. She was named by Marie Claire as one of the “Most 50 Connected Women in America” and one of the “200 Women of Color to Follow on Twitter” by Medium.
Lorine is an active angel investor who invests and advises women and diverse-led companies. Her investments include Cisse Trading, Traklight, Hire an Esquire and Tastemakers Africa. She is an Investment Partner in Portfolia Funds, a family of affinity funds focused on women entrepreneurs in the active aging, enterprise software, consumer and life sciences sectors. She is an alumna and member of Pipeline Angels, an angel investing training program that trains women to become angel investors to increase diversity in the US angel investing community. Most recently, she was a guest judge on BET/Centric TV’s breakout series Queen Boss, a pitch competition show where African-American female entrepreneurs competed for a grand prize to fund their businesses.
She is the US Director of Business Development at Dentons, the largest law firm in the world. Previous stints include SelectMinds, developer of web-based social network programs for corporations acquired by Oracle, and Community Connect, the publisher of leading ethnic social networking websites BlackPlanet, AsianAvenue, and MiGente, acquired by Interactive One.
She is a former practicing attorney at Londell McMillan PC, a leading entertainment boutique law firm, where she structured and negotiated multifaceted entertainment and media deals on behalf of her clients such as Prince, Spike Lee, Ruff Ryders Records, Faith Evans, Stevie Wonder, Chaka Khan, and the estate of the Notorious BIG.
Jeroen Plink, Investor
Jeroen Plink is a former attorney turned entrepreneur. Jeroen was the CEO of Practical Law US until its acquisition by Thomson Reuters. Jeroen currently is an advisor to, investor in and/or boardmember of a large number of companies, including Kira, Casetext, MeWe, Jurispect, HotShot, Leopard Solutions, Shift Central, Clio, Allegory and others.
Collection Integration Solutions LLC