
NEOSUMMIT AGENDA
what’s ahead.
A thoughtfully designed agenda built for focused conversations, practical insights, and dialogue grounded in human judgment.
Wednesday, May 6, 2026
morning reset: sunrise yoga
Beach (Meet by Big Yellow Chair)ExperienceA leadership reset. High-performing decision makers operate best when clarity and focus are prioritized. This session sets the tone for intentional leadership throughout the day.breakfast & the exchange
Oceans I & IIINetworkingCheck in, enjoy breakfast, and begin networking with peers, partners, and sponsors. The Exchange opens as a central hub for conversation and discovery.registration opens
Ocean I Foyeropening reflection: how broken workflows destroy trust and how to fix them
Oceans II & IVKeynoteMatt LautzTrust is a systems outcome. This keynote reframes reputation as the result of workflow clarity, response standards, automation logic, and performance visibility. Leaders leave with a lens to evaluate where operational ambiguity is undermining credibility.system failure response: leadership in action
Oceans II & IVFireside ChatColleen JoyceLawrence LeBrocqWhen visibility is high and stakes are real, leadership decisions carry long-term operational consequences. This conversation explores how leaders balance judgement, communication, and system oversight in moments of scrutiny, and how disciplined leadership prevents reactive mistakes that ripple through the organization.reimagining legal operations: 5 operational breakdowns that cost firms clients
Oceans II & IVGeneralRuby PowersBrandon SpeaksGlory BrunoTrust rarely collapses in dramatic moments, it erodes quietly through missed handoffs, delayed communication, unclear accountability, and inconsistent service delivery. This session identifies the most common operational breakdown points in legal organizations and discusses how structured service models and technology-enabled workflows prevent them.
morning coffee boost: networking & coffee break
Oceans I & IIINetworkingembracing innovation to optimize outcomes and minimize costs
Oceans I & IIIIn-Brief Tech TalkRyan CutlipAs firms reimagine how they support clients and manage case outcomes, innovation in virtual care and plaintiff funding is creating new opportunities to improve efficiency and reduce costs. This session provides a high-level look at emerging innovations in virtual care and plaintiff funding that are helping improve case efficiency and outcomes. Learn how early and simplified access to care options, and the strategic use of funding can reduce treatment gaps, alleviate financial pressure, and help position cases for stronger resolutions, all while reducing administrative burdens for firms.maximizing the ROI of your legal case management system: from implementation to adoption
Oceans I & IIIIn-Brief Tech TalkWes LewisLaw firms invest heavily in case management systems, yet many struggle to achieve the operational improvements they expected. This session explores how firms can reimagine and move beyond implementation to drive real adoption, stronger workflows, and measurable return on investment. Attendees will learn practical strategies for aligning technology with firm processes, improving team adoption, and ensuring their case management systems support long-term operational efficiency and growth.why ai fails in law firms & how to make it work
Oceans I & IIIIn-Brief Tech TalkVivek RaoBeyond the hype, AI success isn’t determined by the tool, it’s determined by the conditions around it. This session explores why AI delivers results in some firms and fails in others. Vivek will break down how to assess your current workflows, identify where AI can create real impact, evaluate vendors intention, and build a practical roadmap that actually works in production.networking lunch
Oceans I & III & 3030Networkingthe modern rainmaker: visibility, technology, & revenue
Oceans II & IVPanelJacob NelsonDavid LesterTracy LittGrowth is no longer driven by relationships alone, it is amplified by structured client engagement systems, CRM discipline, analytics dashboards, and data-informed follow-up. This panel explores how technology and process alignment drive predictable revenue growth.interactive leadership forum: ai rapid fire
Ocean II & IVPanelBrandon SpeaksJosh SchmerlingVivek RaoMatt McClellanAndrew KimMatt SpiegelLearn what the reality of AI in practice is from 7 vendors.networking reset in the exchange
Ocean I & IIINetworkingroundtable by invitation only: building smarter workflows that scale
SarasotaGeneralBrian MayerA VIP working session where attendees are invited to map and pressure test your workflows with peers with the goal of moving work forward without adding complexity.roundtable by invitation only: managing software adoption without productivity loss
TampaGeneralSamantha HamielAs legal organizations adopt new tools and processes, leaders must manage uncertainty, communication, and culture. This roundtable explores how to guide teams through transition while maintaining trust, morale, and performance.reimagining partnerships: from vendors to strategic growth partners
Ocean I & IIIIn-Brief Tech TalkTyler StillwellLaw firms rely on dozens of vendors, platforms, and service providers, yet many partnerships remain transactional and underutilized. As firms scale and operations become more complex, the ability to build and manage strategic partnerships become critical to growth, efficiency, and client outcomes. This session explores how firms can reimagine partnerships to move beyond vendors and build collaborative relationships that driver stronger performance and long-term value.ai won't fix broken workflows, but it will expose them
Ocean I & IIIIn-Brief Tech TalkMatt SpiegelAs law firms adopt AI, many are discovering that technology alone doesn’t solve their operational challenges; it reveals them. Matt Spiegel examines how AI is surfacing gaps in intake, communication, and process design, and what firms must address to truly benefit from it.what happens when systems fail and stories take over
Ocean II & IVKeynoteLashay DoddNarratives can move faster than process. When structure, oversight, and discplined communication are absent, perception shapes outcomes before facts fully surface. In this brief address, LaShay Dodd reframes Amanda Knox’s experience as a leadership case study while examining what happens when systems fail and how stronger review protocols, clarity, and accountability could have changed the trajectory.keynote: amanda knox
Ocean II & IVKeynoteAmanda KnoxA compelling perspective on how narratives are formed, how judgment unfolds, and what leaders can learn about fairness, resilence, and responsibility in moments of public scrutiny.q&a w/ amanda knox
Ocean II & IVKeynoteAmanda KnoxLashay DoddA deeper exploration of leadership, justice, evidence, operations, and the human side of decision-making in high-visibility environments.leading forward: day one closing reflection
Ocean II & IVGeneralRob BuschThis brief closing session brings Day 1 to a thoughtful and focused conclusion. After a thoughtful day exploring trust, leadership under pressure, growth, systems, and change, this reflection invites leaders to pause and consider how the day’s insight connect to their own organizations.
meet & greet and photos
TerraceGeneralAmanda Knoxopening reception
TerraceExperienceSponsored by LexamicaThis evening reception provides an opportunity to continue conversations in a more relaxed setting. Designed for unwinding and connecting rather than formal programming. This gathering brings together legal leaders, partners, and peers to strengthen relationships, exchange perspectives, and build community beyond the sessions.
Thursday, May 7, 2026
mental clarity: sound bowls and meditation
Movement Studio (inside Fitness Center)ExperienceBegin the day with a calming, guided meditation experience accompanied by sound bowls at sunrise. This session supports mental clarity, reduces stress, and helps leaders center themselves before a day of strategic conversations and decision-focused dialogue.breakfast & the exchange
Ocean I & IIINetworkingregistration opens
Ocean FoyerGeneralopening reflection: operational discipline starts with leadership
Ocean II & IVGeneralCharles HatleyA short reset focused on how leadership shows up in every day actions from communication, accountability, and collaboration. This reflection sets the tone for a day centered on shared responsibility.the business of law is changing—are we leading or reacting?
Ocean II & IVGeneralAndrew KimJoseph Y. ShenkarA strategic conversation about how legal leaders balance growth, financial stewardship, technology investment, and evolving client expectation while maintaining trust and performance.reimagining leadership under pressure: lessons for law firm leaders from the battlefield and the courtroom
Ocean II & IVGeneralJohn BerryWhen the stakes are high, leadership matters most. Drawing on experience as both a military commander and trial attorney, John Berry shares practical lessons for law firm leaders on decision-making under pressure, building disciplined teams, and leading organizations through complex change.intentional innovation: how law firms turn ai tools into measurable results
Ocean II & IVGeneralJessica LockhartWith the legal market saturated by new AI tools, many firms find themselves jumping from product to product in search of results. This ad hoc approach often leads to constant experimentation without meaningful impact. This session will focus on how firms can reimagine and move beyond tool-chasing to build a deliberate innovation strategy that produces measurable results. Attendees will learn how to define success metrics before implementation, align technology with real operational needs, and track the return on their innovation investments.coffee & networking break in the exchange
Ocean I & IIINetworkingprocess automation that eliminates manual mistakes
Ocean I & IIIIn-Brief Tech TalkMatt McClellanEven the best legal teams struggle with manual processes that lead to missed updates, communication breakdowns, and avoidable errors. In this session, Matt explores how law firms are using process automation to eliminate common operational mistakes, improve transparency with clients, and create more reliable workflows. Attendees will learn how small changes to systems and communication processes can dramatically improve consistency, efficiency, and the client experience.law firm legacy: building a brand around purpose, impact, and civic responsibility
Ocean I & IIIIn-Brief Tech TalkRuby PowersExplores how firms embed shared responsibility for impact, community engagement, and professional stewardship alongside business performance.networking lunch
Oceans I & IIINetworkingfrom design to reality: the neostella platform & vision showcase
Ocean II & IVKeynoteBrian MayerMatt LautzSamm KarshenasSee what’s possible when a case management platform is built around your firm’s reality, not how a software company thinks it should work. In this session, Neostella CEO and VP of Product will walk you through the tools that change what’s possible for your firm.recharge & networking break
Ocean I & IIINetworkinglaw firm growth working workshop: brand, intake, and reputation
TampaGeneralMelissa WallaceLee HetheringtonJosie SlaughterThis hands-on session helps you diagnose your firm’s growth gaps and walk away with one clear action to improve conversion and client acquisition.hidden case value: the opportunities law firms are missing
Ocean I & IIIIn-Brief Tech TalkAndrew KimMany firms are leaving value on the table and not because of strategy but because of operational overload, fragmented data, and missed insights buried in records. This short In-Brief explores how leading firms are uncovering hidden case value, improving settlement outcomes, and scaling operations using AI-driven case intelligence, without sacrificing trust, accuracy, or client experience.implementation in practice: early adopters case study
Ocean II & IVGeneralJacob NelsonKara HoodWarren PriceAmy MannixLeaders share their case management journey implementing new systems including change management, team adoption, operational impact, and lessons learned.better together: collaboration over competition in the legal ecosystem
Ocean II & IVPanelMatt LautzSandeep BhargavaThe legal ecosystem is full of partners, platforms, and providers all competing for the same firms. Neostella and Provana are taking a different approach. This session unveils what’s possible when two companies build together instead—and what that means for your firm, your clients, and your bottom line.final reflection: what's next in product evolution and market shift
Ocean II & IVKeynoteScott BickleyThe Summit concludes with a brief closing address that brings together the themes of trust shared leadership, responsibility, and future vision explored over the past two days. Rather than introducing new content, this moment focuses on clarity and intention while inviting leaders to carry forward the insights, commitments, and relationships formed during the conference as they shape what comes next for their organizations.personal reset & transition time
Generalclosing night reception: latin nights sunset
BeachExperienceSponsored by MoveDocs + Oasis FinancialAs the sun sets, the summit shifts into celebration, Reimagine Celebration: Havana Sunset brings together leaders, partners, and peers for a vibrant beachside gathering inspired by warm rhythms, coastal energy, and shared connection. With music, ambiance, and an open-air setting, the evening invites attendees to unwind, move, and continue conversations in a festive yet stylish atmosphere – a joyful close to a day centered on shared leadership and future vision.afterglow
Riva/EngineExperienceSponsored by Confido LegalAfterglow offers a stylish lounge setting where conversations deepen, music continues, and connections carry on in a relaxed, upscale environment.
Wednesday, May 6, 2026
morning reset: sunrise yoga
Beach (Meet by Big Yellow Chair)ExperienceA leadership reset. High-performing decision makers operate best when clarity and focus are prioritized. This session sets the tone for intentional leadership throughout the day.breakfast & the exchange
Oceans I & IIINetworkingCheck in, enjoy breakfast, and begin networking with peers, partners, and sponsors. The Exchange opens as a central hub for conversation and discovery.registration opens
Ocean I Foyeropening reflection: how broken workflows destroy trust and how to fix them
Oceans II & IVKeynoteMatt LautzTrust is a systems outcome. This keynote reframes reputation as the result of workflow clarity, response standards, automation logic, and performance visibility. Leaders leave with a lens to evaluate where operational ambiguity is undermining credibility.system failure response: leadership in action
Oceans II & IVFireside ChatColleen JoyceLawrence LeBrocqWhen visibility is high and stakes are real, leadership decisions carry long-term operational consequences. This conversation explores how leaders balance judgement, communication, and system oversight in moments of scrutiny, and how disciplined leadership prevents reactive mistakes that ripple through the organization.reimagining legal operations: 5 operational breakdowns that cost firms clients
Oceans II & IVGeneralRuby PowersBrandon SpeaksGlory BrunoTrust rarely collapses in dramatic moments, it erodes quietly through missed handoffs, delayed communication, unclear accountability, and inconsistent service delivery. This session identifies the most common operational breakdown points in legal organizations and discusses how structured service models and technology-enabled workflows prevent them.
morning coffee boost: networking & coffee break
Oceans I & IIINetworkingembracing innovation to optimize outcomes and minimize costs
Oceans I & IIIIn-Brief Tech TalkRyan CutlipAs firms reimagine how they support clients and manage case outcomes, innovation in virtual care and plaintiff funding is creating new opportunities to improve efficiency and reduce costs. This session provides a high-level look at emerging innovations in virtual care and plaintiff funding that are helping improve case efficiency and outcomes. Learn how early and simplified access to care options, and the strategic use of funding can reduce treatment gaps, alleviate financial pressure, and help position cases for stronger resolutions, all while reducing administrative burdens for firms.maximizing the ROI of your legal case management system: from implementation to adoption
Oceans I & IIIIn-Brief Tech TalkWes LewisLaw firms invest heavily in case management systems, yet many struggle to achieve the operational improvements they expected. This session explores how firms can reimagine and move beyond implementation to drive real adoption, stronger workflows, and measurable return on investment. Attendees will learn practical strategies for aligning technology with firm processes, improving team adoption, and ensuring their case management systems support long-term operational efficiency and growth.why ai fails in law firms & how to make it work
Oceans I & IIIIn-Brief Tech TalkVivek RaoBeyond the hype, AI success isn’t determined by the tool, it’s determined by the conditions around it. This session explores why AI delivers results in some firms and fails in others. Vivek will break down how to assess your current workflows, identify where AI can create real impact, evaluate vendors intention, and build a practical roadmap that actually works in production.networking lunch
Oceans I & III & 3030Networkingthe modern rainmaker: visibility, technology, & revenue
Oceans II & IVPanelJacob NelsonDavid LesterTracy LittGrowth is no longer driven by relationships alone, it is amplified by structured client engagement systems, CRM discipline, analytics dashboards, and data-informed follow-up. This panel explores how technology and process alignment drive predictable revenue growth.interactive leadership forum: ai rapid fire
Ocean II & IVPanelBrandon SpeaksJosh SchmerlingVivek RaoMatt McClellanAndrew KimMatt SpiegelLearn what the reality of AI in practice is from 7 vendors.networking reset in the exchange
Ocean I & III & 3030Networkingroundtable by invitation only: building smarter workflows that scale
SarasotaGeneralBrian MayerA VIP working session where attendees are invited to map and pressure test your workflows with peers with the goal of moving work forward without adding complexity.roundtable by invitation only: managing software adoption without productivity loss
TampaGeneralSamantha HamielAs legal organizations adopt new tools and processes, leaders must manage uncertainty, communication, and culture. This roundtable explores how to guide teams through transition while maintaining trust, morale, and performance.reimagining partnerships: from vendors to strategic growth partners
Ocean I & IIIIn-Brief Tech TalkTyler StillwellLaw firms rely on dozens of vendors, platforms, and service providers, yet many partnerships remain transactional and underutilized. As firms scale and operations become more complex, the ability to build and manage strategic partnerships become critical to growth, efficiency, and client outcomes. This session explores how firms can reimagine partnerships to move beyond vendors and build collaborative relationships that driver stronger performance and long-term value.ai won't fix broken workflows but it will
Ocean I & IIIIn-Brief Tech TalkMatt SpiegelAs law firms adopt AI, many are discovering that technology alone doesn’t solve their operational challenges; it reveals them. Matt examines how AI is surfacing the gaps in intake, communication, and process design, and what firms must address to truly benefit from it.what happens when systems fail and stories take over
Ocean II & IVKeynoteLashay DoddNarratives can move faster than process. When structure, oversight, and discplined communication are absent, perception shapes outcomes before facts fully surface. In this brief address, LaShay Dodd reframes Amanda Knox’s experience as a leadership case study while examining what happens when systems fail and how stronger review protocols, clarity, and accountability could have changed the trajectory.keynote: amanda knox
Ocean II & IVKeynoteAmanda KnoxA compelling perspective on how narratives are formed, how judgment unfolds, and what leaders can learn about fairness, resilence, and responsibility in moments of public scrutiny.q&a w/ amanda knox
Ocean II & IVKeynoteAmanda KnoxLashay DoddA deeper exploration of leadership, justice, evidence, operations, and the human side of decision-making in high-visibility environments.leading forward: day one closing reflection
Ocean II & IVGeneralRob BuschThis brief closing session brings Day 1 to a thoughtful and focused conclusion. After a thoughtful day exploring trust, leadership under pressure, growth, systems, and change, this reflection invites leaders to pause and consider how the day’s insight connect to their own organizations.
meet & greet and photos
TerraceGeneralAmanda Knoxopening reception
TerraceExperienceSponsored by LexamicaThis evening reception provides an opportunity to continue conversations in a more relaxed setting. Designed for unwinding and connecting rather than formal programming. This gathering brings together legal leaders, partners, and peers to strengthen relationships, exchange perspectives, and build community beyond the sessions.
Thursday, May 7, 2026
mental clarity: sound bowls and meditation
Movement Studio (inside Fitness Center)ExperienceBegin the day with a calming, guided meditation experience accompanied by sound bowls at sunrise. This session supports mental clarity, reduces stress, and helps leaders center themselves before a day of strategic conversations and decision-focused dialogue.breakfast & the exchange
Ocean I & IIINetworkingregistration opens
Ocean FoyerGeneralopening reflection: operational discipline starts with leadership
Ocean II & IVGeneralCharles HatleyA short reset focused on how leadership shows up in every day actions from communication, accountability, and collaboration. This reflection sets the tone for a day centered on shared responsibility.the business of law is changing—are we leading or reacting?
Ocean II & IVGeneralAndrew KimJoseph Y. ShenkarA strategic conversation about how legal leaders balance growth, financial stewardship, technology investment, and evolving client expectation while maintaining trust and performance.reimagining leadership under pressure: lessons for law firm leaders from the battlefield and the courtroom
Ocean II & IVGeneralJohn BerryWhen the stakes are high, leadership matters most. Drawing on experience as both a military commander and trial attorney, John Berry shares practical lessons for law firm leaders on decision-making under pressure, building disciplined teams, and leading organizations through complex change.intentional innovation: how law firms turn ai tools into measurable results
Ocean II & IVGeneralJessica LockhartWith the legal market saturated by new AI tools, many firms find themselves jumping from product to product in search of results. This ad hoc approach often leads to constant experimentation without meaningful impact. This session will focus on how firms can reimagine and move beyond tool-chasing to build a deliberate innovation strategy that produces measurable results. Attendees will learn how to define success metrics before implementation, align technology with real operational needs, and track the return on their innovation investments.coffee & networking break in the exchange
Ocean I & IIINetworkingprocess automation that eliminates manual mistakes
Ocean I & IIIIn-Brief Tech TalkMatt McClellanEven the best legal teams struggle with manual processes that lead to missed updates, communication breakdowns, and avoidable errors. In this session, Matt explores how law firms are using process automation to eliminate common operational mistakes, improve transparency with clients, and create more reliable workflows. Attendees will learn how small changes to systems and communication processes can dramatically improve consistency, efficiency, and the client experience.law firm legacy: building a brand around purpose, impact, and civic responsibility
Ocean I & IIIIn-Brief Tech TalkRuby PowersExplores how firms embed shared responsibility for impact, community engagement, and professional stewardship alongside business performance.networking lunch
Oceans I & IIINetworkingfrom design to reality: the neostella platform & vision showcase
Ocean II & IVKeynoteBrian MayerMatt LautzSamm KarshenasSee what’s possible when a case management platform is built around your firm’s reality, not how a software company thinks it should work. In this session, Neostella CEO and VP of Product will walk you through the tools that change what’s possible for your firm.recharge & networking break
Ocean I & IIINetworkinglaw firm growth working workshop: brand, intake, and reputation
TampaGeneralMelissa WallaceLee HetheringtonJosie SlaughterThis hands-on session helps you diagnose your firm’s growth gaps and walk away with one clear action to improve conversion and client acquisition.hidden case value: the opportunities law firms are missing
Ocean I & IIIIn-Brief Tech TalkAndrew KimMany firms are leaving value on the table and not because of strategy but because of operational overload, fragmented data, and missed insights buried in records. This short In-Brief explores how leading firms are uncovering hidden case value, improving settlement outcomes, and scaling operations using AI-driven case intelligence, without sacrificing trust, accuracy, or client experience.implementation in practice: early adopters case study
Ocean II & IVGeneralJacob NelsonKara HoodWarren PriceAmy MannixLeaders share their case management journey implementing new systems including change management, team adoption, operational impact, and lessons learned.better together: collaboration over competition in the legal ecosystem
Ocean II & IVPanelMatt LautzSandeep BhargavaThe legal ecosystem is full of partners, platforms, and providers all competing for the same firms. Neostella and Provana are taking a different approach. This session unveils what’s possible when two companies build together instead—and what that means for your firm, your clients, and your bottom line.final reflection: what's next in product evolution and market shift
Ocean II & IVKeynoteScott BickleyThe Summit concludes with a brief closing address that brings together the themes of trust shared leadership, responsibility, and future vision explored over the past two days. Rather than introducing new content, this moment focuses on clarity and intention while inviting leaders to carry forward the insights, commitments, and relationships formed during the conference as they shape what comes next for their organizations.personal reset & transition time
Generalclosing night reception: latin nights sunset
BeachExperienceSponsored by MoveDocs + Oasis FinancialAs the sun sets, the summit shifts into celebration, Reimagine Celebration: Havana Sunset brings together leaders, partners, and peers for a vibrant beachside gathering inspired by warm rhythms, coastal energy, and shared connection. With music, ambiance, and an open-air setting, the evening invites attendees to unwind, move, and continue conversations in a festive yet stylish atmosphere – a joyful close to a day centered on shared leadership and future vision.afterglow
Riva/EngineExperienceSponsored by Confido LegalAfterglow offers a stylish lounge setting where conversations deepen, music continues, and connections carry on in a relaxed, upscale environment.

