Agenda

Future-proofing your financial services legal team – new technologies, new approaches

8:30AM

Registration

9:00AM

Chair’s welcome

9:10AMKeynote interview

Increasing the value of the legal department

  • Building a productive dialogue between the legal, business and technology teams to drive efficiency
  • Bottom up approaches to future-proofing your legal team
  • Creating value, and clearly demonstrating this to the business
Interviewee:
  • David Kemp, General Counsel, Asset & Wealth Management, Schroders
  • Victor Dorado, Head of Legal, Santander Consumer Finance Group
9:50PMPanel

Re-modelling your in-house team

  • Real-life examples of change programmes - successes and lessons learned
  • Identifying issues that can be solved through automation, and making changes accordingly
  • Balancing the competing pressures of budget and quality - where to cut without creating too much legal risk
  • Knowing what skills the in-house team of the future will need
  • Ensuring that changes to the legal team don’t negatively impact customers or the business
Panellists:
  • Mark Duncan, General Counsel - Global Banking & Investor Solutions, Societe Generale
  • Dr Solomon Osagie, Chief Legal Counsel, TSYS International
  • Tom Sermon, Head of EMEA Law Department, Wells Fargo
  • Andrea Brancatelli, Senior Legal Counsel, MoneyGram International
10:30AM

Networking Break

11:00AMPANEL

Unlocking the full business value of digital technology

  • Setting a clear strategy that delivers real value from new technologies
  • Identifying your challenges and objectives, and then working out how technology fits in
  • Knowing how new technologies change the operating model of the legal team
  • Employing technologies that augment the work of your lawyers
Panellist:
  • Dean Nash, Head of Legal & Compliance, Monzo Bank
  • Kumar Tewari, Director, Senior Counsel - Debt Products Legal, Commercial Real Estate, Lloyds Banking Group
  • Pedro Bernardino, Head of Compliance, Zurich Insurance
11:40AMRoundtable

Evaluating the potential of legaltech for in-house teams

Network at small tables and join an interactive discussion on the most pressing issues facing your industry. Suggested topics:
  • Evaluating which pain points can be automated and assessing which technologies are best suited for these tasks (e.g. contract digitisation, data extraction, digitisation of dispute resolution)
  • Future-proofing your software purchases in a constantly evolving legislative landscape
  • Knowing what level of accuracy current AI solutions can achieve when dealing with unstructured data
  • Assessing the ROI of new technologies
  • Latest developments to improve e-discovery and e-disclosure functionality
  • Assessing the value of forensic tools and if their use creates determinative results; applying forensic tools to diagnostics and analysis on settlements
Roundtable leaders:
  • Mark Duncan, General Counsel - Global Banking & Investor Solutions, Societe Generale
  • David Kemp, General Counsel, Asset & Wealth Management, Schroders
  • Rose Sinclair, Legal Counsel, MAPFRE RE
  • Stephen Hewett, EMEA Head of Financial Markets Infrastructure, Regulation and Documentation, Transaction Legal, Nomura
  • Hugh Merritt, Head of Legal - Asset Management, Aviva Investors
12:20PMTalk

Insights into a successful JV between an in-house team and a technology partner

  • The process of development and implementation
  • Analysis of ultimate value and the control of risk
  • Overcoming the barriers to adoption - getting buy in from the company and colleagues to use the product
  • Reception of the new technology and the speed of company-wide adoption
Speaker:
  • Michael Natusch, Global Head of Artificial Intelligence, Prudential
12:40PM

Networking Lunch

1:40PMTalk

Customising a software platform vs. building your own

  • Purchasing an off-the-shelf technology and customising it to fit the needs of your company
  • Building a full technology solution in-house
  • Analysis of the associated benefits and challenges, and the process for determining what is the right fit for your company
Speaker:
  • Rose Sinclair, Legal Counsel, MAPFRE RE
2:00PMRoundtable

Equipping yourself for current and future regulatory overhauls

    Network at small tables and share your strategies for keeping on top of fundamental regulatory changes. Discuss how your team is preparing for:
  • GDPR
  • PSD2
  • MiFID II
Roundtable leaders:
  • Deborah Hutton, EMEA Head of Legal - CFS, Citi
  • Dean Nash, Head of Legal & Compliance, Monzo Bank
  • Michael Harrats, Senior Counsel, Legal & General Investment Management
  • Pedro Bernardino, Head of Compliance, Zurich Insurance
  • Martin Halford, Head of Regulatory Implementation, Barclays
2:40PMPANEL

Comprehensive overview of RegTech solutions

  • Understanding the effectiveness of available RegTech and LegalTech solutions to:
    • Make legal processes less mundane
    • Update in real-time
    • Be more integrated with the rest of the business
  • Finding the right solution(s) to overcome your specific challenges
  • Integrating new RegTech and LegalTech within your team
  • Ensuring software will be effective for both current and future regulations
Panellist:
  • Miranda Brawn, Director of Legal & Transaction Management, Daiwa Capital Markets
3:20PM

Networking Break

3:50PMPANEL

Preparing for Brexit

  • Adapting to the uncertain environment surrounding Brexit - how are legal teams preparing, and what is the expected impact of Brexit on the role of the in-house counsel?
Panellist:
  • Deborah Hutton, EMEA Head of Legal - CFS, Citi
  • Martin Halford, Head of Regulatory Implementation, Legal Director, Barclays
4:20PMTALK

The applicability and long-term effects of smart contracts

  • Defining smart contracts
  • Challenges and barriers to the widespread use of smart contracts
  • Uses of smart contracts for in-house teams and how this will evolve
  • Opportunities and threats presented by smart contracts
Speaker: TBC
4:40PMPANEL

Distinct approaches to innovating the legal function

  • How adoption has varied between insurance companies, investment managers, banks, and non-FS firms that handle transactions
  • Collaboration as an industry-wide goal - how future in-house teams will interact
  • How providers can develop technologies that serve the full spectrum of users - from small reactive legal teams to large proactive legal teams
Panellists:
  • Vanessa Cowling, General Counsel, VentureFounders
  • Hugh Merritt, Head of Legal - Asset Management, Aviva Investors
  • Jenifer Swallow, General Counsel, TransferWise
  • Matthew Nyman, Head of Legal & Compliance, Satago
5:10PM

Chair’s summary and close of summit

Join our community

We'll be creating and curating lots of Next Generation In-House content for your benefit.... so please follow, engage, share, spread the word, discuss, debate, read, watch and more on our social media channels.