Augment 2019 Evaluating Practical Applications, Benefits and Risks of AI and Machine Learning


Event Details

Jun 06, 2019

8:00 AM - 5:00 PM

Chicago, IL

$395 USD

If Hollywood blockbusters and US popular culture are any indication, judgment day–or the rise of the machines–augurs the collapse (perhaps demise) of the human race. Robotic constructs, built to emulate and in some instances operate more efficiently and effectively than humans, are poised to displace thousands of blue- and white-collar laborers from across all business sectors. “No job is safe,” so conventional wisdom holds. But is the arrival of a so-called “robot invasion” truly a harbinger of doom?

This summer, Thomson Reuters and the Legal Executive Institute are excited to introduce a compelling, interactive program intended to dispel the hysteria and hype surrounding artificial intelligence (AI) and cognitive technologies. Our forum argues that automation in its myriad forms signals an opportunity to collaborate and enhance the ability of human laborers to be more productive in their professional lives. Focusing specifically on professional services sectors, this program adopts a practical tone in offering real-world case studies and a series of lively discussions illustrating where and how smart technologies are enhancing human contributions to the business.

For details on our hotel room block, please click here.

Please be advised, registration is now closed. Please email us at or call 1-800-308-1700 if you are interested in registering.

Special Offers

Group discounts available. Call 1-800-308-1700 for details.

Why You Should Attend

  • This conference offers a unique glimpse into the impact of AI and cognitive technologies on modern professional services organizations
  • Attendees will experience real-world, practical case studies that impact core business operations
  • Our faculty reflects a dynamic and increasingly diverse professional services sector with local and global reach
  • Attendees will depart with numerous takeaways for implementation within their respective organizations

    Who Should Attend

    Legal, Tax & Accounting and Corporate professionals who are responsible for:
  • AI (Artificial Intelligence)
  • Innovation
  • Technology Acquisition and Utilization
  • Strategy
  • Operations
  • Cybersecurity
  • Data Privacy
  • Practice Management
  • Special Projects
  • Event Details

    Thursday, Jun 06

    8:15 AM
    Registration & Breakfast
    9:15 AM
    Welcome from the Chair

    David Curle, Director, Market Intelligence, Legal Executive Institute, Thomson Reuters

    9:30 AM
    Discerning AI Reality from Fiction: What Does the Advent of AI Hold for Professional Services Firms

    New technology within any business sector always poses a certain level of disruption. While many unfamiliar with AI (artificial intelligence) may speculate that smart machines will result in the elimination of jobs due to mass automation, in truth, technological ingenuity has the potential to dramatically augment the roles of white collar professionals in ways few may have initially imagined.  Legal, financial and corporate professionals will soon be free of mundane, otherwise tedious tasks that occupy one’s daily workload and allow for more creative thinking and strategic analysis to the benefit and advantage of their clients. This opening session will explore:

    • What is AI and how does it work?
    • The primary forms of AI technology;
    • The primary applications and utilizations of AI;
    • Potential and pending AI applications that may benefit the practices of law and accounting;
    • Understanding common AI terms and jargon, including machine learning, algorithms, natural language, neural networks, deep learning and more  – what do these all mean?

    Mick Atton, Principal, Kingfisher Consulting

    Gail Gottehrer, Principal, Law Office of Gail Gottehrer
    Katherine Lowry, Director of Practice Services, Baker & Hostetler LLP
    Andrew Sprogis, Chief Innovation Officer, Katten Muchin Rosenman LLP

    10:30 AM
    Networking Break
    10:45 AM
    Measuring and Evaluating AI Applications and Utilization within Tax & Accounting Firms

    This session offers a comprehensive look at how leading tax & accounting firms are successfully utilizing AI technology within their organizations. Key discussion points include:

    • Calculating ROI and measuring the efficacy of AI utilization for tax and accounting professionals;
    • How to incorporate and leverage the role of data scientists as part of an integrated AI adoption strategy;
    • Utilizing AI to elevate the role of practicing accountants and tax professionals within medium to small accounting firms;
    • Practical utilization and benefits realized through AI;
    • Adoption and implementation – challenges and issues

    Derek Bang, Chief Strategy and Innovation Officer, Crowe, LLP

    Geralyn R. Hurd, CPA, Tax Partner, Tax Technology Unit Leader, Crowe LLP
    Jeffrey Silverman, Senior Manager, Business Analytics, Grant Thornton LLP

    11:45 AM
    Leveraging and Utilizing AI Applications within Law Firms and Corporate Legal Departments

    This session offers a comprehensive look at how leading law firms and corporate legal departments are successfully utilizing AI technology for enhanced and streamlined operating efficiency. Our presenters will discuss:

    • Leveraging AI to strengthen the role of practicing lawyers;
    • Practical utilization and benefits realized through AI;
    • Successful adoption and integration strategies;
    • Calculating ROI and evaluating the efficacy of AI technology within law firms

    Brian Kuhn, Esq., Leader, IBM Watson

    Daniel L. Farris, Partner, K&L Gates LLP
    Peter Geovanes, Head of Data Strategy, AI and Analytics, Winston Strawn LLP
    Brad L. Peterson, Partner, Mayer Brown LLP
    Stephen Poor, Partner & Chair Emeritus, Seyfarth Shaw LLP

    12:45 PM
    Networking Luncheon
    1:45 PM
    Developing and Scaling Your AI Adoption and Implementation Strategy

    As AI begins to enter the mainstream, many professional services firms appear eager to adopt this exciting technology to better service their customers and stay ahead of the (growing) competition. Yet, rather than forging ahead too quickly, professional services firms must first map out a detailed adoption and implementation strategy to ensure that their investment in new technology is appropriately scaled and tailored for their specific needs. After all, failing to do so, or acting too hastily, will likely open the door to subsequent issues proving quite costly or destructive in the long run. This conversation closely examines:

    • Data aggregation and effective utilization;
    • The importance of learning to walk before running;
    • Engaging key stakeholders and building an effective  communications plan;
    • Developing a critical needs assessment;
    • Determining the scalability of your AI implementation;
    • Identifying integral components and considerations for an adoption and implementation strategy;
    • Choosing the best vendor for one’s needs;
    • Putting the pieces together to move forward

    David Curle, Director, Technology & Innovation Platform – Thought Leadership, Thomson Reuters

    Dera J. Nevin, Attorney, Information Governance and eDiscovery
    Karen Wiltgen, Principal, RSM

    2:45 PM
    Networking Refreshment Break
    3:00 PM
    AI and the Human Element: Elevating the Experience of Lawyers and Accountants through Alignment of AI Technology Utilization and Human-Centric Creativity

    While AI technology applications hold the potential to dramatically enhance and elevate the role of legal and accounting professionals, the technology is still in its infancy and ultimately relies upon human input and guidance to direct its cognitive “thinking” and functioning. This closing session takes a deep dive into:

    • Forecasting current AI advances and innovations likely to become mainstream within the next five years;
    • Sincere understanding of how AI relies upon human guidance and input;
    • AI’s direct impact on interactions and communications between white collar professionals and their clients?

    Irene Liu, General Counsel, Checkr

    Karen Barnes, Director and Senior Counsel, Discover Financial Services, Inc.
    Dennis Garcia, Assistant General Counsel, Microsoft
    Huu Nguyen, Partner, Squire Patton Boggs

    4:00 PM
    Closing Remarks & Networking Reception

    Join us for drinks as we wrap up the day’s proceedings.

    Mick Atton

    Principal, Kingfisher Consulting

    View Faculty Page
    Derek Bang

    Chief Strategy and Innovation Officer, Crowe, LLP

    View Faculty Page
    Karen Barnes

    Director and Senior Counsel, Discover Financial Services, Inc.

    View Faculty Page
    David Curle

    Director, Enterprise Content - Technology and Innovation, Legal Executive Institute, Thomson Reuters

    View Faculty Page
    Daniel Farris

    Partner, K&L Gates LLP

    View Faculty Page
    Dennis Garcia

    Assistant General Counsel, Microsoft Corporation

    View Faculty Page
    Peter Geovanes

    Head of Data Strategy, AI and Analytics, Winston Strawn LLP

    View Faculty Page
    Gail Gottehrer

    Principal, Law Office of Gail Gottehrer

    View Faculty Page
    Geralyn Hurd

    CPA, Tax Partner, Tax Technology Unit Leader, Crowe LLP

    View Faculty Page
    Brian Kuhn

    Co-Founder and Global Leader, IBM Watson

    View Faculty Page
    Irene Liu

    General Counsel, Checkr

    View Faculty Page
    Katherine Lowry

    Director of Practice Services, Baker & Hostetler LLP

    View Faculty Page
    Dera Nevin

    Attorney, Information Governance and eDiscovery

    View Faculty Page
    Huu Nguyen

    Partner, Squire Patton Boggs

    View Faculty Page
    Brad Peterson

    Partner, Mayer Brown LLP

    View Faculty Page
    Stephen Poor

    Partner, Seyfarth Shaw LLP

    View Faculty Page
    Jeffrey Silverman

    Senior Manager, Business Analytics, Grant Thornton LLP

    View Faculty Page
    Andrew Sprogis

    Chief Innovation Officer, Katten Muchin Rosenman LLP

    View Faculty Page
    Karen Wiltgen

    Principal, RSM US LLP

    View Faculty Page


    The Metropolitan Club of Chicago

    233 South Wacker Drive, 67th Floor
    Chicago, IL 60606


    Please be advised, our dedicated room block at the JW Marriott Chicago, located less than two blocks from the Metropolitan Club, has sold out. Interested parties may contact the hotel directly and inquire about available rates:

    JW Marriott Chicago


    More Info

    Nearby Hotels

    W Chicago - City Center


    Sponsors of This Event