Generative AI

Live Online

AI and the Business of Law: Efficiency, Strategy, and Governance

Credits Available
Credit Status Total
Alaska CLE Reciprocity 5 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Pending 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Pending 6 Total
Idaho CLE Pending 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 5 Total
Kansas CLE Pending 3 Total
Kentucky CLE Pending 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Pending 5 Total
Missouri CLE Approved 7.2 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Pending 5 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Pending 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Pending 6 Total
Pennsylvania CLE Approved 5 Total
Rhode Island CLE Approved 7 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia CLE Pending 5 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 5 Total
Wisconsin CLE Pending 6 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 5 Total
Live Online
6 hours
Veronica Canton
Eduardo Martinez
Stefan Savic
Carl Lamb
With Veronica Canton from Pierson Ferdinand LLP + 3 others

Tue, Nov 24, 00:00 AM – 00:00 PM

Product ID 102992

Register For Course

Course Includes
$429

Live Webinar Registration

OnDemand Recording

Course Book Download

OnDemand content will be available within 7 days of event date.

Overview

Turn AI Into a Business Advantage

AI isn't just changing legal work - it's changing how law firms operate, price services, manage talent, serve clients, and compete. Is your firm keeping up? This program shows you how to reclaim time from email, meetings, and admin; improve financial and operational decision-making; unlock your firm's collective knowledge; ensure proper governance; and more. Get practical strategies for building a smarter, more competitive, and better-protected firm in the age of AI. Register today!

  • Reclaim hours lost to email, meetings, admin, and routine workflows.
  • Discover ways AI can improve profitability, pricing, and operational decision-making.
  • Turn your firm's prior work, templates, and know-how into more accessible resources.
  • Make smarter decisions about AI tools, vendors, automation, and firmwide adoption.
  • Get ahead of shadow AI with practical policies, governance, and oversight practices.

*Any mention of specific products in this program is intended as part of a general overview and does not constitute NBI's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.

Abbreviated Agenda

  1. Reclaiming Time and Overhead From Email, Meetings, and Admin
  2. AI and Firm Growth, Profitability, and Operations
  3. Managing Client Expectations and Relationships in an AI-Enabled Firm
  4. People and Knowledge Management With AI
  5. From Vendor Vetting and Contracts to Firmwide Adoption
  6. Controlling Shadow AI and Building Policies That Protect the Firm
  7. Ethics of AI

Can't Attend Live?

Get the OnDemand Instead

Watch the recording of this event on your own schedule. We'll notify you when its ready.

Related Topics

Product ID 102992

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 5 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Pending 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Pending 6 Total
Idaho CLE Pending 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 5 Total
Kansas CLE Pending 3 Total
Kentucky CLE Pending 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Pending 5 Total
Missouri CLE Approved 7.2 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Pending 5 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Pending 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Pending 6 Total
Pennsylvania CLE Approved 5 Total
Rhode Island CLE Approved 7 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia CLE Pending 5 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 5 Total
Wisconsin CLE Pending 6 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 5 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Reclaiming Time and Overhead From Email, Meetings, and Admin

    1. Taming the Inbox: Email and Client Communications
    2. Smarter Meetings, Transcripts, and Follow-Up
    3. AI-Assisted Calendaring, Deadlines, and Task Management
    4. Reducing Administrative Drag With Workflow Automation
    5. Summaries: From Long Documents to Key Takeaways

  2. AI and Firm Growth, Profitability, and Operations

    1. Marketing and Business Development
    2. Financial Reporting and Analysis
    3. Budgeting and Forecasting
    4. Identifying Inefficient Workflows
    5. Time-Entry Assistance, Billing, and Collections Support

  3. Managing Client Expectations and Relationships in an AI-Enabled Firm

    1. AI, Client Expectations, and Competitive Positioning
    2. Pricing Legal Services in an AI-Enabled Environment
    3. How to Talk to Clients About AI-Driven Efficiency Without Discounting Yourself Out of Margin
    4. Client-Issued AI Mandates and Outside Counsel Guidelines
    5. Client Disclosure and Consent
    6. AI Provisions in Engagement Letters

  4. People and Knowledge Management With AI

    1. AI's Impact on the Traditional Staffing/Leverage Model
    2. AI in Hiring: Job Descriptions, Application Review, Interview Questions, Onboarding, and Training Materials
    3. Rethinking Associate Development, Training, and Delegation
    4. Making Firm Knowledge Searchable and Accessible
    5. Building Firm-Specific AI Assistants and Knowledge Systems
    6. Organizing Forms, Templates, and Internal Resources
    7. Using AI to Support Succession Planning

  5. From Vendor Vetting and Contracts to Firmwide Adoption

    1. Evaluating AI Investments
    2. Consumer vs. Enterprise Tools, Legal-Specific vs. General-Purpose AI
    3. Vendor Agreements: What You Need to Look For and Negotiate
    4. Which Work Should be Automated vs. Augmented vs. Left Alone
    5. Integrating AI Into Existing Systems
    6. Training Attorneys and Staff
    7. Managing Resistance
    8. Moving From Experimentation to Workflows
    9. 30/60/90-Day Implementation Plan
    10. Post-Adoption ROI Measurement

  6. Controlling Shadow AI and Building Policies That Protect the Firm

    1. Shadow AI: Why it Creates Risk
    2. AI Policy Best Practices
    3. Who Owns AI Oversight? Governance and Accountability
    4. Confidentiality, Security, and Data Governance
    5. Document Retention and Audit Trails
    6. Human Oversight and AI-Assisted Work Product
    7. Malpractice Insurance Implications

  7. Ethics of AI

    1. Duty of Technological Competence
    2. Supervisory Duty Over AI Use
    3. Verification Obligations
    4. Data Handling, Retention, and Use by AI Systems
    5. Privilege Waiver Risk
    6. Cross-Client Data Exposure and Confidentiality Risks
    7. Client Relationship and Billing

Who Should Attend

This program is designed for attorneys who lead, manage, or help shape the future of their firms, including managing partners, firm owners, partners, practice group leaders, senior attorneys, and legal administrators.

Speakers

Veronica Canton
Veronica
Canton
Pierson Ferdinand LLP
Eduardo V Martinez
Eduardo V.
Martinez
Eduardo Martinez, Attorney at Law
Stefan Savic
Stefan
Savic
Reinhardt Savic Foley LLP
Carl Lamb
Carl
Lamb
Carl Lamb & Associates, PC
Speaker bio
Veronica Canton

Veronica Canton

Pierson Ferdinand LLP
Veronica Canton

is a partner at Pierson Ferdinand LLP. She is a cybersecurity, data privacy, and artificial intelligence lawyer who advises organizations on regulatory risk, governance, and compliance across the full data and AI lifecycle. Ms. Canton counsels startups, growth-stage companies, and enterprise clients navigating complex privacy frameworks, evolving cybersecurity obligations, and emerging AI regulations. A significant component of her practice focuses on cybersecurity incident response and regulatory crisis management. Ms. Canton regularly guides organizations through high-stakes security incidents, including data breaches, ransomware events, and unauthorized access matters, advising on breach notification obligations, regulatory exposure, risk assessments, and communications with government authorities. She works closely with executive leadership, forensic investigators, and internal stakeholders to develop defensible response strategies that mitigate legal, operational, and reputational risk. Ms. Canton is recognized for translating the rapidly developing legal and regulatory landscape into clear, operationally practical guidance. Her practice sits at the intersection of innovation, risk management, and regulatory strategy, where legal requirements must align with real-world business, security, and technical realities. In her prior in-house role as Senior Principal Legal Counsel and Global Privacy & ESG Manager at a global AI company, Ms. Canton led global privacy and AI-related compliance initiatives supporting connected and AI-enabled technologies across EMEA, APAC, and North America. She advised product, engineering, security, and executive teams on privacy-by-design, data governance, vendor risk management, and regulatory strategy. Ms. Canton's background as a SaaS startup co-founder further informs her commercially pragmatic approach, enabling her to align legal guidance with innovation, scaling, and business objectives. She earned her B.A and M.A degrees from San Francisco State University and her J.D degree from University of Notre Dame Law School.

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Speaker bio
Eduardo V Martinez

Eduardo V. Martinez

Eduardo Martinez, Attorney at Law
Eduardo Martinez

is in self-practice with a primary focus in mediation, as well as contractual and business law, which he also teaches. He retired as a Captain from the U.S. Navy after 30 years and still consults on matters of national security. Dr. Martinez is currently on staff at Angelo State University, where he teaches Intelligence and Security Studies. He is also on the Editorial Board of the Journal of Homeland and National Security Perspectives. Dr. Martinez has written articles involving transportation security and maritime cyberterrorism. He is a former special assistant attorney general for the state of Mississippi, and admitted to all Mississippi state and federal courts, Fifth Circuit Court of Appeals, U.S. Court of Military Appeals, U.S. Court of International Trade, and U.S. Supreme Court. Dr. Martinez earned his B.A. degree in government from the University of Texas, his M.A. degree in legal studies from Antioch University, his M.S.S. degree from the U.S. Army War College, and his J.D. degree from the Mississippi College School of Law.

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Speaker bio
Stefan Savic

Stefan Savic

Reinhardt Savic Foley LLP
Stefan Savic

is a partner at Reinhardt Savic Foley LLP. He represents clients in all stages of litigation, administrative, and alternative dispute resolution proceedings. Mr. Savic's litigation practice focuses on commercial litigation in federal and state courts across the country as well as before administrative bodies. While his work focuses heavily on civil litigation, he also assists businesses in avoiding costly litigation by assuring that clients have safeguards in place at all stages of their ventures. Mr. Savic works with clients on formation, employment, shareholders, and licensing agreements, using his litigation experience to account for worst-case scenarios and minimize any potential headaches in the long term. Some of his past work experience includes working at the United Nations Development Programme, United States District Court for the District of Connecticut, one of Connecticut's largest law firms, and a Fortune 500 company's legal department. Mr. Savic is also a FINRA arbitrator and a certified mediator in the state of Connecticut. He earned his B.A degree from Columbia University and his J.D degree from Quinnipiac University.

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Speaker bio
Carl Lamb

Carl Lamb

Carl Lamb & Associates, PC
Carl Lamb

is an attorney at his firm, Carl Lamb & Associates, PC. He has extensive experience in both civil and criminal trial law throughout central and southern Indiana. Mr. Lamb earned his B.S. degree from Indiana University and his J.D. degree from Indiana University School of Law. He is a member of the Indiana State Bar and Monroe County Bar Association.

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Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
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