What: A two-day, highly interactive immersion experience designed by legal operations professionals to provide hands-on learning and development. The cohort will create a Universal Legal Ops playbook over the course of the weekend, to use as a practical and powerful tool with your team. See Immersion Details below for more information about the Immersion content and schedule.


    Space is limited and those enrolled in the Certificate in Law and Innovation program are given priority.


    Who: Legal Operations 2.0 is designed for legal professionals with little to moderate knowledge of (and experience with) legal operations, who seek to create a business-literate legal department, support legal operations development and deployment, and/or better understand legal ops from the client perspective to improve services design and delivery. Open to all legal professionals.


    When: April 6 - 7, 2019


    Where: The Wond'ry at Vanderbilt University

  • Legal Operations 2.0 :: Immersion Details

    April 6 - 7, 2019 :: The Wond'ry @ Vanderbilt


    Q: Who is this Immersion designed for?

    A: Pretty much every legal professional (unless you're an legal ops expert already).

    We've designed Legal Operations 2.0 for all legal professionals who may have some familiarity with legal operations and wish to learn more. The level-set for this Immersion is the belief that legal operations is core to the successful functioning of law departments and the people who enroll commit to contributing time, attention, and whatever experience they bring to engaging in a deeper learning experience throughout the Immersion.


    We believe that legal operations requires an iterative, evolving, agile problem-solving and behavior change skill set, not a graduate degree in every related discipline. It requires each operations leader to figure out how to get what they need, enlist the hearts and minds of their stakeholders, marshall the resources required, and get moving. You make the playbook by walking the path. Join us!



    Q: What value does this Immersion deliver?

    A: A LOT.

    This list isn't exhaustive and the value you gain depends largely on the effort you put into the experience as well as what you do after you leave. With that said, the Immersion is designed to provide the following to the cohort:


    Learning Outcomes

    • the need for and purposes served by legal operations as a domain
    • the most important elements of legal operations
    • how operations can bring order and demonstrate value to the legal department and client service relationships
    • how to structure the design and deployment of legal operations
    • for law firms: how to improve and expand legal operations-oriented services delivery to clients 
    • a universal playbook for designing and deploying legal operations, created over the course of the Immersion
    • a full set of Immersion slides and materials
    • unfettered access to legal operations professionals and the cohort over the course of the Immersion
    • access to the PoLI Forum, a digital collaboration space for post-Immersion support​  

    Q: What is the cost and what is included?

    A: $2200 + everything from soup to nuts is included!

    Tuition for this PoLI Immersion course is $2200, with a discount offered to organizations with more than one person registering and for those enrolled in the Certificate in Law and Innovation program. Please contact Cat Moon at c.moon@vanderbilt.edu or 615-322-6591 for more information about this discount.


    Immersion tuition covers all course materials and instruction, including facilitation of pre-work and post-work outside of the Immersion weekend schedule. During the Immersion, the Institute provides meals and refreshments including breakfast and lunch, and parking adjacent to the Wond'ry. For those who arrive in Nashville on Friday evening, we're hosting an informal gathering including food and beverage for the cohort, also included in tuition.


    Immersion students also are invited into the PoLI Forum, an online community designed exclusively for Institute cohorts to facilitate and support their legal innovation journey.



    Q: What is the schedule?

    A: fun on Friday, then work work work on Saturday and Sunday.

    All Immersions follow the same general schedule across the PoLI Institute curriculum. Immersions are highly interactive and depend upon full cohort engagement during the entire session.


    Students will receive Immersion pre-work, an assignment to be completed before arrival at Vanderbilt.

    Friday evening, April 5, 2019 | Vanderbilt Law School

    Institute faculty and co-facilitators host an optional, informal gathering at Vanderbilt Law School for all Immersion students. An opportunity to meet your cohort and facilitators, we highly encourage attendance. Beverages and light food will be served.


    Saturday, February 2, 8:30 am - 5:00 pm | The Wond'ry at Vanderbilt

    7:45 am: Light breakfast and conversation.

    8:00 am: Morning Session begins. Co-facilitators will kick off the Immersion promptly at 8:00 am. The Immersion is structured as a series of modules providing foundational concepts and content followed by collaborative engagement. Brief breaks will be taken between modules.

    12:00 noon: Working lunch (provided)

    1:15 pm: Afternoon Session begins, with brief breaks taken between modules.

    5:00 pm: Conclusion of Day 1.


    Sunday, February 3, 2018, 8:30 am - 4:00 pm | The Wond'ry at Vanderbilt

    7:45 am: Light breakfast and conversation.

    8:00 am: Morning Session begins. Brief breaks will be taken between modules.

    12:00 noon: Working lunch (provided)

    12:45 pm: Afternoon Session begins, with brief breaks taken between modules.

    3:30 pm: Conclusion of Day 2.


    Participants will receive Immersion post-work, an assignment to be completed after the Immersion experience.



    Q: Who is teaching this Immersion?

    A: experienced and engaging faculty and facilitators.

    Susan Hacket, JD, is the primary facilitator for this Immersion. Susan is the CEO of Legal Executive Leadership, LLC, a law practice management consultancy she founded in 2011 after serving for 22 years as the Senior Vice President and General Counsel of the Association of Corporate Counsel (ACC).


    Lizzie Shilliam, co-facilitator, is Chief of Staff and Legal Operations, Office of the General Counsel, Vanderbilt University.


    Marc Jenkins, JD, co-facilitator, is Director of Legal Operations and Senior Counsel for Asurion.


    Cat Moon, JD, and Larry Bridgesmith, JD, are administrative facilitators for the Immersion.



    Q: Will this Immersion count towards the Certificate in Law and Innovation, once launched?

    A: YES.

    The Legal Project Management 2.0 Immersion course will count as one (1) credit towards earning the Certificate in Law and Innovation.




    What people are saying about PoLI Institute

    immersion workshops:

    Jan Roggen

    Law Firm Partner, US

    LPM 2.0 Cohort Member

    I would definitely recommend the PoLI Institute experience because it was an amazingly inspiring weekend with likeminded people who all face the same challenges trying to make legal a better place to work and live. The weekend gave me the confirmation and the energy to continue the difficult innovation journey.

    Barbara McGinnis

    Law Firm Partner, US

    LPM 2.0 Cohort Member

    It was thought-provoking and energizing. We get so tunneled vision focused, (as lawyers on our area of specialty) we forget there is so much to learn in life that can enhance our journey. This immersion experience gave me a peek into other possibilities.

    Lori Gonzalez

    Legal Operations Professional, US

    LPM 2.0 Cohort Member

    Bringing together multi-disciplinary individuals to teach the future of law is so much more effective when teaching law or the principles of law. I would definitely recommend this to legal professionals (without a JD) as a way to improve their legal knowledge (as well as share their unique experiences). Absolutely loved my first experience with PoLI — it won't be my last!

    Rafael Figueiredo

    General Counsel, US

    LPM 2.0 Cohort Member

    Personally, I loved the somewhat loose agenda (even if not intentional) which allowed ample time for thought-provoking dialogue on legal innovation, etc. + Unique take on legal process & project management — focus on LPM methodologies (necessary for certification purposes, I suspect) but combining with agile, lean six sigma and design thinking. I believe that combining these approaches makes things happen inside teams (legal or not) just a bit easier (i.e., as mentioned, important to choose the best tool/approach for each project or for each part of a project).