ILTACON 2016 (Historical View) - Session Search & Speaker Index Tool (Click here to return to


Legal Technology Strategist Bartlit Beck LLP
Catherine has many years of experience in litigation support as a paralegal, a consultant, and currently as a Legal Technology Strategist.  She has supported trials and arbitrations all over the United States and internationally, utilizing a wide range of software and databases to manage discovery and trial evidence. She continues to develop optimal workflows for litigation teams, including evaluations of emerging software solutions.
Datacenter Solution Specialist Microsoft Corporation
Manager of Litigation Support Services Ballard Spahr LLP
Litera Evangelist Litera

Curt Meltzer, Litera Evangelist, has more than 30 years of experience in applying technology to the practice of law. His career has included work in litigation support, software, training, publishing, and management consulting. He has also been CIO for 4 law firms. He is a frequent speaker and writer on legal technology. Curt is also a member of the Bar of the District of Columbia.

Director of Knowledge Management Innovation Fisher Phillips
Jennifer Mendez is the Director of Knowledge Management Innovation at Fisher & Phillips LLP, a national labor and employment law firm. In this role, one of her focuses is to build and foster a culture of knowledge sharing. Starting out in law libraries before transitioning to knowledge management, Jennifer has implemented many tools for law firms, including research databases, SharePoint portals, internal and client-facing collaborative tools, enterprise search, custom applications, and business development tools over the years. She has a passion for delivering intuitive and accessible solutions as evidenced by her involvement with the design and development of an intranet that was winner of the intranet innovation award from StepTwo Designs, and an internal chatbot, which was the winner of ILTA’s 2019 Transformation Project of the Year Award.
Director of Application Services Loeb & Loeb LLP
Rengie manages the Citrix infrastructure (XenApp, XenDesktop, XenServer) and is part of the research development team utilizing emerging virtualization technologies to accommodate the firm’s world-wide growth. At Paul, Hastings, Janofsky & Walker LLP, he was a Remote Access Systems Engineer and managed Citrix infrastructure and the SharePoint Change Control system. He has consulted with various clients on OS rollouts and migrations including 20th Century Fox, Security Fist Group, Arthur Andersen, Huntington Memorial Hostpital, Wells Fargo, Aaron Spelling Entertainment and Fox Sports West, among others.
Senior Manager, Marketing Information Systems Duane Morris LLP
Sheila has more than 15 years’ experience leading sales and marketing teams.  As Senior CRM Manager for Duane Morris, Sheila oversees the firm’s InterAction CRM database and email communication platform.  Sheila’s responsibilities also include identifying new technologies to increase CRM efficiency and ROI, and determining effectiveness and defining best practices for email marketing and social media.
Global Director, Architecture and Design Dentons
Shane has worked extensively in technology for over 25 years, with 16 years of legal experience. As the Global Director of Architecture & Design for Dentons, Shane is responsible for helping to define the firms’ global technology strategies in the areas of networking, infrastructure, security, and integration. Shane's focus is on the globalization and integration of technology services, with an emphasis on innovation in the areas of cloud infrastructure (IaaS), security, and SaaS delivery. He is also responsible for the global integration and technical alignment of member firms within the Dentons organization which includes over 135 offices, across nearly 60 countries. By bridging technical, cultural and organizational differences, he is able to help ensure all members of Dentons are provided seamless and efficient access to its business technology services.
Director of Information Governance & Business Intake Robinson & Cole LLP
Jim Merrifield, IGP,CIP is an Information Governance, Risk & Compliance Manager at Robinson+Cole, LLP, an Am Law 200 firm, where he is a member of the Data Privacy and Security team. He is also Co-founder of The Information Governance Conference (InfoGovCon), an Information Coalition event. Merrifield has been active in the information governance space for over a decade and is a published author and speaker on many information governance topics, including records management, e-discovery, privacy, and cyber-security. His experience both as a practitioner and solution provider has enabled him to see the industry from both sides of the spectrum. Merrifield may be contacted at; Twitter: @Jimerrifield; LinkedIn.
Chief Legal Technology Solutions Officer Fish & Richardson P.C.

Beau Mersereau leads the newly formed Legal Technology Solutions Group at Fish & Richardson P.C., which was spun off from Fish’s award-winning IT Department and includes application specialists, business analysts, data scientists, and software engineers at the firm.

Beau Mersereau directs a team of professionals who are responsible for innovations in creative technology aimed at keeping Fish on the forefront of change and anticipating emerging technologies and market trends to meet competitive threats and opportunities.

He has led the firm’s investment in technology for nearly two decades – developing numerous proprietary tools and solutions such as OutLaw, SharkTank, and Power Docket that help Fish better serve its clients. Fish has won multiple awards for its technological innovations, including the International Legal Technology Association (ILTA) Innovative Project of the Year (SharkTank), and Law Technology News’ Most Innovative Use of Technology by a Large Law Firm (Outlaw and iOutlaw). In 2017, ILTA named Beau Mersereau its IT Professional of the Year.

Fish & Richardson, a premier global intellectual property law firm, is sought-after and trusted by the world’s most innovative brands and influential technology leaders. Fish offers patent prosecution, counseling and litigation and trademark and copyright prosecution, counseling and litigation.

Chief Legal Administrator, SVP PNC Bank Legal Department
John Metz is Senior Vice President and Chief Legal Administrator, PNC Legal Department. Has been with PNC for over 30 years and in the Legal department for 7 years. John is responsible for all day-to-day operational, financial, reporting, communications, and operations across PNC’s Legal Department and Chief Administration Office. He acts as the department’s COO/CFO including being responsible for driving more effective and efficient relationships with internal business customers and law firms and vendors, reducing aggregate costs, enhancing transparency/visibility, and implementing greater budget controls. John manages and implements the strategic vision for the department in cooperation with the General Counsel.
Director of Marketing Technology Fisher Phillips
President, Consulting & Information Governance Transperfect Legal Solutions
Dan Meyers is the President of TransPerfect Legal Solutions’ Consulting and Information Governance divisions. Dan advises clients on e-discovery best practices, litigation readiness plans, defensible data disposition programs, and data privacy concerns, with a particular emphasis on cross-border data transfers. His clients range from financial institutions and multinational corporations to start-ups and small-to-medium businesses. Dan is certified as an E-Discovery Specialist (ACEDS) and an Information Privacy Professional (CIPP/US). Prior to joining TLS, Dan was a Commercial Litigation Partner at an Am Law 100 law firm and the Founder and Chair of the firm’s E-Discovery & Information Governance practice group. Dan’s commercial litigation practice covered a wide range of complex business disputes before federal and state courts, including cross-border, corporate governance, bankruptcy, securities, breach of contract, and business tort cases.
Chief Information Officer Becker & Poliakoff, P.A.

David Michel serves as the Chief Information Officer at Becker & Poliakoff where he is responsible for the firm’s technology infrastructure, assisting in the development of the firm’s strategic technology strategy and for the delivery of technology services to all of the firm’s offices. 

Before joining Broad and Cassel, David served for over sixteen years as CIO, IT Director and in other IT leadership positions for law firms Broad and Cassel, Rissman Barrett, Burr Forman, Turner Padget Graham & Laney, and Ruden McClosky. David also owned and operated his own technology consulting firm for over five years and consulted extensively with Florida law firms as well as educational institutions such as the University of Miami, Florida State University and the University of South Florida. 

David believes in keeping up with technology trends and has expertise in disaster recovery & business continuity, document management, project management, budgeting, virtualization, network operations, storage, email, and telecommunications systems.

David is a longtime ILTA volunteer, serving most recently as ILTA’s Regional Vice President for the Southeast region for six years.  David has been asked to speak at numerous major industry conferences and trade shows and has contributed numerous articles in magazines and trade journals, and his work has been the subject of several “real world” case studies. David received his Bachelor’s degree in Business Administration from the University of Florida and has over 25 years’ experience in Information Technology, including over 20 years in legal IT with 17 of those years spent in a management role.

Information Technology Project Manager Eckert Seamans Cherin & Mellott, LLC
Sandy has been involved in legal technology management since 1987. She is currently the Information Technology Project Manager for Eckert Seamans Cherin & Mellott, LLC, a Pittsburgh based law firm with 375 attorneys in ten offices. She has been an active ILTA volunteer since 2001. She currently serves as Law Firm 101 Chair and Program Planning Council. Sandy also served as the Middle Atlantic Regional Vice President and in many other volunteer committees and roles.
VP, Product Management - Drafting Litera
Matt Miller is a Senior Product Manager at Litera Microsystems with more than 11 years experience in the Legal technology field. He has a strong background in Microsoft Word and technology. In Matt’s role at Litera Microsystems, his focus is on product and product strategy.
Co-Founder & Chief Strategy Officer Neota Logic

Michael Mills is the co-founder and chief strategy officer of Neota Logic Inc., developers of the Neota Logic System— practical artificial intelligence for law and business, a no-code platform for automation of expertise, processes, and documents.

He attended the University of Chicago Law School, clerked for a federal district court judge, was a partner in the law firm Mayer Brown, and led practice innovation at Davis Polk & Wardwell. He is a director of Pro Bono Net and president-elect of the College of Law Practice Management.

VP of Product Management Imanage LLC

Shawn has worked in the legal and content management space for over 22 years. He joined the product team with an extensive background in consulting where he deployed and customized large-scale global solutions for content and workflow.

He guides product roadmap strategy for iManage productivity applications like Work, Share & Tracker which are delivered in the cloud and on-premises.

Senior Practice Innovations Manager Perkins Coie
Amy Monaghan is Practice Innovations Manager at Perkins Coie. As a member of the Knowledge Management team, Amy works side-by-side with practice groups and clients to design, develop and implement innovative solutions, particularly those involving artificial intelligence, document automation tools, and logical reasoning systems. Amy loves pushing tools to their edge and finding creative ways to leverage technology to improve processes and the delivery of legal services.
Principal Montana & Associates
John Montaña is a principal of Montaña & Associates, an information governance consulting firm based in Denver Colorado.  In this capacity he advises corporations, law firms and non-profit organizations on best practices and legal compliance in information systems of all types, including paper-based systems, unstructured document and data repositories and structured data systems.  His work has included analysis and advice on a wide variety of governance, compliance and management issues, including records retention scheduling, advice on the legality of various information storage media, regulatory compliance, litigation and discovery, risk mitigation and other matters likely to impact information governance and management considerations; as well as analysis, critique and modification of practices, policies and procedures, and retention schedules developed by others and start-to-finish development of records retention schedules and records management policies and procedures.  He is widely recognized as one of the foremost records management experts in the country.
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