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Generative AI and Emerging Technology Forum

Discerning and Measuring the Value, Ethical Quandaries and Opportunities of Generative AI and Emerging Tech

Thursday October 12, 2023 | 8:30 AM - 6:00 PM

In October 2023, the Thomson Reuters Institute is proud to present the Generative AI and Emerging Technology Forum, a cutting-edge and forward-thinking program that aims to connect corporate, tax and legal professionals in conversations around significant technological shifts within professional services. This yearly platform explores how the professional services sector can leverage the latest advancements in generative artificial intelligence (AI) and other emerging technologies to stay at the forefront of innovation and gain a competitive edge in the market.

 

Group discounts available. Please email TRIsales@thomsonreuters.com for more details.

 

Sign up today!  Online registration now available.

Event Details

New York, NY

$495 USD

For questions about this event, please call 1-800-308-1700, ext. 1 or email us at TRIsales@thomsonreuters.com

Why You Should Attend

  • Our forum helps professionals stay abreast of the latest breakthroughs in generative AI, machine learning, natural language processing, and other emerging technologies that have the potential to disrupt their industries.
  • The program offers an exploration into real-world applications and use-cases of generative AI and emerging technologies within corporate, legal and tax & accounting.
  • This platform identifies and addresses important challenges for professionals related to the adoption and implementation of generative AI and emerging technologies, including ethical considerations, data privacy, and security concerns.
  • Attendees will have the chance to engage in meaningful discussions through networking opportunities with other professionals focused on working with generative AI and emerging technologies within their firms.

Who Should Attend

  • Chief Information Officers and senior staff
  • Chief Technology Officers and senior leaders
  • Chief Operating Officers
  • Chief Marketing & Business Development Officers and senior staff
  • Chief Legal Officers & General Counsel
  • Client service leaders
  • Legal operations leaders and teams
  • Knowledge management leaders & senior staff
  • Strategy leaders & senior staff

Chair(s) and Faculty

Chair(s) Faculty
Mike Abbott
Head of Thomson Reuters Institute, Thomson Reuters
Juliet Aiken
Strategic Data Scientist, Volta
Natasha Allen
Partner, Foley & Lardner LLP
Bennett Borden
Partner and Chief Data Scientist, DLA Piper LLP
Andrew Busch
Economist, Futurist, 1st Chief Market Intelligence Officer for U.S. Government
Cynthia Cole
Partner, Baker & McKenzie LLP
Wendy Butler Curtis
Chief Innovation Officer, Orrick Herrington & Sutcliffe LLP
Chris D’Ambola
Managing Director, BDO USA
Dennis Garcia
Assistant General Counsel, Microsoft Corporation
Peter Geovanes
Chief Innovation & AI Officer, McGuireWoods LLP
Avi Gesser
Partner & Co-Chair, Data Security & Security Group, Debevoise & Plimpton LLP
Joe Habak
Managing Director, Andersen National Tax Technology & Automation (ANTTA) Leader, Andersen
Hussein Issa
Associate Professor, Department of Accounting and Information Systems, Rutgers Business School
Joshua Masia
Co-Founder and Chief Executive Officer, DealBridge.ai
Valerie McConnell
Attorney and Vice President, Casetext
Ray Meiring
Chief Executive Officer and Co-Founder, QorusDocs
Arash Nourk
Director of AI Experience Design, Thomson Reuters Labs
Zach Warren
Technology and Innovation Insights Lead, Thomson Reuters
Jeffrey Willinger
Digital Experience Director, Withum

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Event agenda

(all times local)

Thursday October 12, 2023

8:30AM ET Registration and Networking Breakfast
9:30AM ET Welcome
9:45AM ET Discerning Fact from Science Fiction: What Does the Advent of Generative AI Hold for Professional Services?

 

The advent of generative AI and increasingly advanced machine learning capabilities offers tremendous opportunities and capabilities for legal, tax & accounting and corporate professionals. During this engaging discussion we will:

 

  • Briefly chart the recent history of AI applications within legal, corporate and tax& accounting settings
  • Identify generative AI’s capabilities and impact for professional services
  • Examine current applications of generative AI within legal, tax & accounting and corporate settings
  • Practical applications, achieving improved operating efficiency and cost savings benefits that can be realized through generative AI
  • Risk analysis and navigating challenges

 

Moderator:
Zach Warren, Technology and Innovation Insights Lead, Thomson Reuters Institute

 

Panelists:
Chris D’Ambola, Managing Director, BDO USA
Joshua Masia
, Co-Founder and Chief Executive Officer, DealBridge.ai
Valerie McConnell, Attorney and Vice President, Casetext

10:45AM ET Break
11:00AM ET AI, Ethics and the Human Element: Elevating the Experience of Lawyers and Accountants through Alignment of AI Technology and Human Innovation

 

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 does ultimately rely upon human input and guidance to direct its cognitive “thinking” and functioning. During this session, we will take 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 advances and innovations currently in development and which may become mainstream within the next five years, for white collar professionals
  • How will AI impact direct interactions and communications between white collar professionals and their clients?

 

Moderator:
Cynthia Cole, Partner, Baker & McKenzie LLP

 

Panelists:
Wendy Butler Curtis, Chief Innovation Officer, Orrick Herrington & Sutcliffe LLP
Dennis Garcia, Assistant General Counsel, Microsoft
Joe Habak, Managing Director, Andersen National Tax Technology & Automation (ANTTA) Leader, Andersen

11:45AM ET Networking Luncheon
12:45PM ET Measured Leverage: Evaluating Generative AI Applications and Utilization within Professional Services

 

In this engaging session, we’ll take a close look at how to best leverage and apply generative AI, and other forms of AI and machine learning-based technologies within professional services. The session will delve into:

 

  • Current generative AI applications within professional services
  • Considering and weighing of where generative AI applications can be utilized
  • Calculating ROI and measuring the financial efficacy versus the cost and investment of AI technology
  • Understanding the vital role of Data Scientist as part of an integrated AI adoption strategy

 

Moderator:
Avi Gesser, Partner & Co-Chair, Data Security & Security Group, Debevoise & Plimpton LLP

 

Panelists:
Bennett Borden, Partner and Chief Data Scientist, DLA Piper LLP
Peter Geovanes, Chief Innovation & AI Officer, McGuireWoods LLP
Arash Nourk, Director of AI Experience Design, Thomson Reuters Labs
Jeffrey Willinger, Digital Experience Director, Withum

 

1:30PM ET Break
1:45PM ET Keynote Presentation

Join us as we welcome this year’s keynote presenter who will offer critical insight on the development of emerging technologies and generative AI.

 

Presenter:
Andrew Busch, Economist, Futurist, 1st Chief Market Intelligence Officer for U.S. Government

2:45PM ET Break
3:00PM ET Merging Talent & Tech: Synchronizing Human Capital Development and Emerging Technology Integration

 

The continued maturation and evolution of technology, particularly AI and automated technologies, holds profound ramifications for legal, tax and corporate professionals. As AI and automated technologies become increasingly utilized, organizations must begin to take steps to ensure that there is synchronicity between their human capital (i.e. employees) and these emerging new technologies. During this engaging session, we’ll explore how to effectively:

 

  • Address implications, opportunities, disruption and risks posed by generative AI technology within professional services
  • Align recruitment and talent management with adoption of emerging AI and automated technologies
  • Managing training and development

 

Moderator:
Hussein Issa, Associate Professor, Department of Accounting and Information Systems, Rutgers Business School

 

Panelists:
Juliet Aiken, Strategic Data Scientist, Volta
Natasha AllenPartner, Foley & Lardner LLP
Ray Meiring, CEO, QorusDocs

3:45PM ET Closing Remarks
4:00PM ET Networking Reception

The Roxy Hotel NYC

2 6th Avenue
New York, NY 10013

The Roxy Hotel NYC features a mid-century modern aesthetic with hints of Art Deco and Regency, that meets with Tribeca’s industrial heritage, each of the 201 accommodations exude maximum comfort and ocular enjoyment.

Guests may contact the hotel directly at 212-519-6600 to make their reservation or book online at https://www.roxyhotelnyc.com/accommodations/.

Rooms are subject to availability.

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