Broadcast Date: Thursday, July 21, 2022
from 1:00 pm to 2:00 pm (ET)
Overview:
Contracts are the lifeblood of any organization. But with overwhelming manual workloads, disorganized storage practices, and the lack of monitoring capabilities, legal departments and contract administrators constantly experience a wealth of problems in managing their contracts.
Without a centralized contract management system, organizations run the risk of revenue leakage, missed milestones, and compliance issues. Hence, companies must develop a contract lifecycle management (CLM) strategy to help them automate workflows, streamline processes, overcome contract bottlenecks, and reduce legal and compliance risks.
Join contract experts Colin Levy and Matt Patel (Malbek) as they delve into an in-depth analysis of the latest contract lifecycle management trends and developments. The speakers will also discuss strategic approaches and tools to help legal teams modernize their CLM processes.
Some of the major topics that will be covered in this course are:
- Contract Lifecycle Management (CLM): Recent Trends
- Key Benefits and Potential Risks
- Designing an Effective CLM Strategy
- Best Implementation Practices and Tools
- What Lies Ahead
Credit:
Course Level:
Intermediate
Advance Preparation:
Print and review course materials
Method of Presentation:
Live Webcast
Prerequisite:
General knowledge of Lifecycle Management
Course Code:
149603
NY Category of CLE Credit: Areas of Professional Practice
Total Credit:
1.0 CLE
How to Claim CLE Credits Per State:
https://knowledgewebcasts.com/how-to-claim-cle-credits-per-state/
CLE State Requirements:
https://knowledgewebcasts.com/cle-state-requirements/
CPE State Requirements:
Speaker Panel:
Colin Levy, Director of Legal and Evangelist
Malbek
Colin Levy is the Director of Legal and Evangelist at Malbek and a seasoned corporate lawyer, legal tech speaker, and writer. Throughout his career, he has seen technology as a key driver in improving how legal services are performed. Because his career has spanned industries, he has witnessed myriad issues, from a systemic lack of interest in technology to the high cost of legal services barring entry to consumers. Now, his mission is to bridge the gap between the tech and legal worlds, advocating for the ways technology can be a useful tool in the lawyer’s toolbelt rather than a fear-inducing obstacle to effective legal work. Colin is also a sought-after writer and speaker. His blog was named one of the Top 30 Legal Blogs in 2020. He is a graduate of Trinity College in Hartford, Connecticut and Boston College Law School and currently lives in Weston, Massachusetts.
Matt Patel, COO and Co-Founder
Malbek
Matt Patel has almost 2 decades of CLM and legal tech industry experience, he lives and breathes contract management processes and technology. Throughout his career he has focused on solving complex business use cases, high level of customer satisfaction and leading product teams. As COO and co-founder at Malbek, Matt is focused on overall operational excellence delivering high value with a modern CLM solution to growing organizations. Matt enjoys a variety of hobbies outside of work. In the winter he enjoys skiing with family and friends, and in the summer, he enjoys water gardening in his backyard. When you meet Matt, ask him about his Koi Pond.
Agenda:
Colin Levy, Director of Legal and Evangelist
Malbek
and
Matt Patel, COO and Co-Founder
Malbek
CLM REDEFINED
Contract lifecycle management is not just about contracts. It's about uniting business functions to manage important agreements together in harmony and harnessing contract data to make informed decisions.
- The evolution of legal from “cost center” to value creator
- Freeing up legal’s time spent on contracts by adopting a solution that allows teams to manage contracts collaboratively
CLM READINESS
Understand your use cases.
- What does an ideal outcome for your organization look like? Use the answer to that question to drive your evaluation of solutions.
Understand your existing pain points.
- Where do things go awry in your contracting process most often? Which teams/stakeholders do these broken processes impact the most?
CLM EVALUATION & ADOPTION
Outcomes: What does “good” look like for your organization? What do you want a CLM to improve?
Configuration/User experience: A CLM solution needs to be intuitive to empower business users beyond the legal team. End users and admins should be able to configure templates and workflows independently as business needs change with no reliance on the vendor.
Contract management ecosystem: CLM solutions should be one part of your contract management ecosystem. Extensibility is key. How can CLM support organizational initiatives by seamlessly integrating with existing business systems?
Date & Time:
Thursday, July 21, 2022
1:00 pm to 2:00 pm (ET)
Who Should Attend:
- Contract Administrators
- Contract Managers
- Contract Analysts
- General Counsel
- In-house Counsel
- Deputy Counsel
- Chief Legal Counsel
- Procurement VPs/Directors/Managers
- Head/director of Legal Operation
- Legal Operations Managers
- Director/ VP/ Manager of Sales Operations
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 | Understanding R&D Tax Credits and Amortization: Navigating Changes and Maximizing Benefits | CLE: 1.5 Credits | CPE: 1.5 Credits (Not eligible for QAS (On-demand) CPE credit) | Broadcast Date: Wednesday, August 30, 2023 from 12:00 PM to 1:30 PM (ET) | Price Includes CLE & Recording | $69.00 | |
| Unlocking Innovation: Navigating Patentability for ML, AI, and Software Inventions | CLE: 1.5 Credits | Broadcast Date: Monday, March 25, 2024, from 12:00 PM to 1:30 PM ET | Price Includes CLE & Recording | $69.00 | |
| What’s New in the Trademark Law Landscape: Regulatory Trends and Challenges Explored | CLE: 1.0 Credit | Broadcast Date: Wednesday, October 21, 2020 from 12:00 pm to 1:00 pm (ET) | Price Includes CLE & Recording | $69.00 | |
 | Winning Patent Litigation: Essential Strategies and Tactics | CLE: 1.0 Credit | Broadcast Date: Wednesday, April 25, 2024 from 12:00 PM to 1:00 PM ET | Price Includes CLE & Recording | $99.00 | |
| Winning Strategies During Trials: What You Need to Know and Consider | CLE: 1.0 Credit | Broadcast Date: Wednesday, October 14, 2020 from 12:00 pm to 1:00 pm (ET) | Price Includes CLE & Recording | $69.00 | |
| Workplace Wellness: Managing Stress & Anxiety for Peak Performance in Uncertain Times | CLE: 1.0 Credit | Broadcast Date: Wednesday, March 5, 2025, from 3:00 PM to 4:00 PM (ET) | Price Includes Recording | $49.00 | |
| A Practical Guide in Litigation Finance: Practical Tips and Strategies | CLE: 1.0 Credit | Broadcast Date: Monday, November 09, 2020 from 12:00 pm to 1:00 pm (ET) | Price Includes CLE & Recording | $69.00 | |
| Litigation Funding: Maximizing Potentials While Mitigating Risks | CLE: 1.0 Credit | Broadcast Date: Monday, August 10, 2020 from 1:00 pm to 2:00 pm (ET) | Price Includes CLE & Recording | $69.00 | |
| National Developments in Trade Secret Misappropriation: Trends in DTSA Litigation Post Enactment and Approaches to Damages and Best Practices | CLE: 1.0 | Broadcast Date: Tuesday, August 18, 2020 from 3:00 pm to 4:00 pm (ET) | Price Includes CLE & Recording | $69.00 | |
| The US Federal Reserve’s Main Street Lending Program: Demystifying the Good, the Bad, and the Ugly | CLE: 1.0 Credit | Broadcast Date: Monday, November 23, 2020 from 3:00 pm to 4:00 pm (ET) | Price Includes CLE & Recording | $69.00 | |
| The 2021 Proxy Season: Key Considerations to Avoid Pitfalls | CLE: 1.0 Credit | Broadcast Date: Tuesday, November 17, 2020 from 12:00 pm to 1:00 pm (ET) | Price Includes CLE & Recording | $69.00 | |
| How to Manage and Resolve Complex Commercial Disputes: A Practical Guide | CLE: 2.0 Credits | CPE: 2.0 Credits (Not eligible for QAS (On-demand) CPE credits) | Broadcast Date: Thursday, August 20, 2020 from 3:00 pm to 5:00 pm (ET) | Price Includes CLE & Recording
| $69.00 | |
| FINRA Arbitrations: A Comprehensive Guide for 2020 and Beyond | CLE: 2.0 Credits | Broadcast Date: Thursday, August 06, 2020 from 12:00 pm to 2:00 pm (ET) | Price Includes CLE & Recording | $69.00 | |
| Ransomware Prevention and Crackdown: Long-Term Solution and Defense Tactics | CLE: 1.0 Credit | Broadcast Date: Friday, November 13, 2020 from 12:00 pm to 1:00 pm (ET) | Price Includes CLE & Recording | $69.00 | |
| Food and Drug Regulatory Trends and Developments: Navigating Implications for the Year Ahead | CLE: 1.0 Credit | Broadcast Date: Wednesday, August 05, 2020 from 3:00 pm to 4:00 pm (ET) | Price Includes CLE & Recording | $69.00 | |
| Detecting and Preventing Identity Fraud with Machine Learning: Managing Potentials and Perils | CLE: 1.5 Credits | Broadcast Date: Wednesday, September 30, 2020 from 12:00 pm to 1:30 pm (ET) | Price Includes CLE & Recording | $69.00 | |
| The Hatch-Waxman and IPR Strategy in Light of Recent Case Decisions: Addressing Emerging Issues | CLE: 1.5 Credits | Broadcast Date: Wednesday, August 05, 2020 from 12:00 pm to 1:30 pm (ET) | Price Includes CLE & Recording | $69.00 | |
| Synthetic Identity Fraud Detection and Prevention: Best Practices for Companies | CLE: 2.0 Credits | CPE: 2.0 Credits (Not eligible for QAS (On-demand) CPE credits) | Broadcast Date: Thursday, September 17, 2020 from 12:00 pm to 2:00 pm (ET) | Price Includes CLE & Recording | $69.00 | |
 | A Comprehensive Guide on Toxic Tort Litigation: Trends and Best Practices Explored | CLE: 1.5 Credits | Broadcast Date: Monday, June 7, 2021 from 12:00 pm to 1:30 pm (ET) | Price Includes CLE & Recording | $69.00 | |
| The Evolving Landscape of the CCPA and COPPA: What You Should Know and Do | CLE: 1.0 Credit | Broadcast Date: Thursday, September 24, 2020 from 3:00 pm to 4:00 pm (ET) | Price Includes CLE & Recording | $69.00 | |
 | Practical Trademark Perspectives from U.S. and Canadian Counsel | CLE: 1.5 Credits | Broadcast Date: Tuesday, September 28, 2021 from 3:00 to 4:30 PM ET | Price Includes CLE & Recording | $69.00 | |
| Trends and Developments on Independent Contractors Classification: A Practical Guide | CLE: 1.5 Credits | Broadcast Date: Wednesday, December 02, 2020 from 12:00 pm to 1:30 pm (ET) | Price Includes CLE & Recording | $69.00 | |
| Trade Secret Protection for AI: A Comprehensive Guide | CLE: 1.5 Credits | CPE: 1.5 Credits (Not eligible for QAS (On-demand) CPE credits) | Broadcast Date: Monday, December 14, 2020 from 12:00 pm to 1:30 pm (ET) | Price Includes CLE & Recording | $69.00 | |
| A Comprehensive Guide on Pre-Trial and Evidentiary Hearings: Preparation Strategies You Need to Know | CLE: 1.5 Credits | Broadcast Date: Monday, September 21, 2020 from 12:00 pm to 1:30 pm (ET) | Price Includes CLE & Recording | $69.00 | |
| False Claims Act: A Look Back and 2021 Expectations | CLE: 1.0 Credit | Broadcast Date: Thursday, December 03, 2020 from 12:00 pm to 1:00 pm (ET) | Price Includes CLE & Recording | $69.00 | |
| Business Interruption Insurance: Lessons Learned from the Pandemic | CLE: 1.5 Credits | CPE: 1.5 Credits (Not eligible for QAS (On-demand) CPE credits) | Broadcast Date: Thursday, September 03, 2020 from 12:00 pm to 1:30 pm (ET) | Price Includes CLE & Recording | $69.00 | |
| Demystifying the Current Landscape of Securities Litigation: Practical Tips and Strategies You Must Know | CLE: 1.5 Credits | Broadcast Date: Wednesday, November 04, 2020 from 3:00 pm to 4:30 pm (ET) | Price Includes CLE & Recording | $69.00 | |
| Supply Chain Risks in the Face of COVID-19: Awareness and Mitigation Strategies | CLE: 1.0 Credit | Broadcast Date: Wednesday, September 02, 2020 from 3:00 pm to 4:00 pm (ET) | Price Includes CLE & Recording | $69.00 | |
| AML/CTF: Trends, Developments and Enforcement Actions to Guide Companies in 2021 | CLE: 1.0 Credit | CPE: 1.0 Credit (Not eligible for QAS (On-demand) CPE credits) | Broadcast Date: Monday, December 14, 2020 from 4:00 pm to 5:00 pm (ET) | Price Includes CLE & Recording | $69.00 | |
| COVID-19: Immediate Issues Facing Employers | CLE: 1.5 Credits | Broadcast Date: Wednesday, April 29, 2020 from 3:00 pm to 4:30 pm (ET) | Price Includes CLE & Recording | $69.00 | |
| Data Breach Litigation in the 2020 Landscape: Practical Tips and Strategies to Avoid the Pitfalls | CLE: 1.5 Credits | Broadcast Date: Wednesday, January 15, 2020 from 3:00 pm to 4:30 pm (ET) | Price Includes CLE & Recording | $69.00 | |
| Effective Witness Preparation Techniques: A Comprehensive Guide | CLE: 1.5 Credits | Broadcast Date: Wednesday, April 08, 2020 from 3:00 pm to 4:30 pm (ET) | Price Includes CLE & Recording | $69.00 | |
| ERISA Litigation: Navigating Through Complexities | CLE: 1.5 Credits | Broadcast Date: Tuesday, June 30, 2020 from 3:00 pm to 4:30 pm (ET) | Price Includes CLE & Recording | $69.00 | |
| Inter Partes Reviews & Post Grant Proceedings: Winning Strategies in the 2020 Battlefield | CLE: 1.5 Credits | Broadcast Date: Thursday, June 25, 2020 from 12:00 pm to 1:30 pm (ET) | Price Includes CLE & Recording | $69.00 | |
| Patent Protection for Pharma and Biotechnology in 2020 | CLE: 1.5 Credits | Broadcast Date: Thursday, April 23, 2020 from 3:00 pm to 4:30 pm (ET) | Price Includes CLE & Recording | $69.00 | |
| Responding to and Dealing with SEC Investigations: A Comprehensive Guide | CLE: 1.5 Credits | Broadcast Date: Tuesday, June 09, 2020 from 12:00 pm to 1:30 pm (ET) | Price Includes CLE & Recording | $69.00 | |
| The DOJ’s “No-Poach” Agreements: Navigating Implications to the Year Ahead and Beyond | CLE: 1.5 Credits | Broadcast Date: Tuesday, May 26, 2020 from 3:00 pm to 4:30 pm (ET) | Price Includes CLE & Recording | $69.00 | |
| Trends and Developments in the Defend Trade Secrets Act in 2020: What You Must Know and Do | CLE: 2.0 Credits | Broadcast Date: Monday, April 27, 2020 from 3:00 pm to 5:00 pm (ET) | Price Includes CLE & Recording | $69.00 | |
| Trends and Updates in ERISA: Critical Issues and Best Practices in Light of Recent Cases | CLE: 1.0 Credit | Broadcast Date: Tuesday, April 07, 2020 from 3:00 pm to 4:00 pm (ET) | Price Includes CLE & Recording | $69.00 | |
| Trends and Developments in Trade Secrets: What Companies Must Know and Do | CLE: 2.0 Credits | Broadcast Date: Thursday, December 10, 2020 from 3:00 pm to 5:00 pm (ET) | Price Includes CLE & Recording | $69.00 | |
 | Non-Jury Trials: Best Litigation Practices Explored | CLE: 1.0 Credit | Broadcast Date: Thursday, July 30, 2020 from 3:00 pm to 4:00 pm (ET) | Price Includes CLE & Recording | $69.00 | |
 | EAR, ITAR, and OFAC Regulations: Fundamentals, Trends and Compliance Issues in 2019 | CLE: 1.5 Credits | Broadcast Date: Wednesday, May 22, 2019 from 3:00 pm to 4:30 pm (ET) | Price Includes CLE & Recording | $69.00 | |
| US Tariffs, Trade Wars, and Sanctions: Trends and Developments to Watch Out For | CLE: 1.0 Credit | Broadcast Date: Thursday, July 09, 2020 from 3:00 pm to 4:00 pm (ET) | Price Includes CLE & Recording | $69.00 | |
 | New IRS Regulations on Qualified Opportunity Zones: What You Must Know and Do | CPE: 1.0 Credit (Not eligible for QAS (On-demand) CPE credits) | Broadcast Date: Wednesday, October 28, 2020 from 12:00 pm to 1:00 pm (ET) | Price Includes Recording | $69.00 | |
 | Effectively Manage KYC Compliance: Keep Up with the Times by Getting Back to Basics | CLE: 1.0 Credit | Broadcast Date: Wednesday, August 11, 2021 from 3:00 PM to 4:00 PM ET | Price Includes CLE & Recording | $69.00 | |
 | Mental Health and Substance Use Issues Management: Practical Tips and Strategies for Lawyers | CLE: 1.0 Credit | Broadcast Date: Friday, October 15, 2021 from 3:00 pm to 4:00 pm ET | Price Includes CLE & Recording | $69.00 | |
 | OFAC Regulations and the Economic Sanctions Compliance Programs: Best Practices | CLE: 1.0 | Broadcast Date: Thursday, September 29, 2022 from 12:00 pm to 1:00 pm (ET) | Price Includes CLE & Recording | $69.00 | |
| Representation and Warranty Insurance: Exploring Trends, Updates, and Challenges Amidst the COVID-19 Pandemic | CLE: 1.0 Credit | Broadcast Date: Monday, November 30, 2020 from 12:00 pm to 1:00 pm (ET) | Price Includes CLE & Recording | $69.00 | |
 | The Complex World of Opportunity Zones: Meeting Reporting Requirements and Keeping Penalties at Bay | CLE: 2.0 Credits | Broadcast Date: Tuesday, November 10, 2020 from 12:00 pm to 2:00 pm (ET) | Price Includes CLE & Recording | $99.00 | |
 | Software Patents Post-Alice: Where Are We Now | CLE: 2.0 Credits | Broadcast Date: Wednesday, November 18, 2020 from 3:00 pm to 5:00 pm (ET) | Price Includes CLE & Recording | $0.00 | |
 | The Intersection of Artificial Intelligence and Intellectual Property: Hot Buttons in 2020 | CLE: 2.0 Credits | Broadcast Date: Thursday, July 23, 2020 from 3:00 pm to 5:00 pm (ET) | Price Includes CLE & Recording | $69.00 | |
| Anti-Money Laundering Due Diligence and Compliance in the 2020 Landscape: Going Beyond the Horizon | CLE: 1.0 Credit | Broadcast Date: Thursday, June 25, 2020 from 4:00 pm to 5:00 pm (ET) | Price Includes CLE & Recording | $69.00 | |
 | 'Zombie' LIBOR for USD Contracts: Navigating the Critical Issues | CLE: 1.0 Credit | CPE: 1.0 Credit (Not eligible for QAS (On-demand) CPE credits) | Broadcast Date: Wednesday, May 12, 2021 from 12:00 pm to 1:00 pm (ET) | Price Includes CLE & Recording | $69.00 | |
 | Calculating Lost Profits in Construction Claims: A Practical Guide | CLE: 1.0 Credit | CPE : 1.0 Credit (Not eligible for QAS (On-demand) CPE credits) | Broadcast Date: Monday, January 25, 2021 from 12:00 pm to 1:00 pm (ET) | Price Includes CLE & Recording | $69.00 | |
 | False Claims Act and COVID-19 Implications: Key Considerations and Best Practices | CLE: 1.0 Credit | CPE: 1.0 Credit (Not eligible for QAS (On-demand) CPE credits) | Broadcast Date: Wednesday, February 24, 2021 from 12:00 pm to 1:00 pm (ET) | Price Includes CLE & Recording | $69.00 |
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