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Webinar: Scaling Risk Operations — How Conflicts, NBI & IG Can Plan, Prepare, and Respond to Surges, Staff Strain, and Surprises Stemming from Firm Growth and Expansion

Our Risk Roundtable’s title is long — because it’s all about coping with growth!

If your firm is like many, the staff managing a steady stream of client, matter, and client file intake faces the occasional deluge of work. (Or may even feel like that deluge happens every day!) Whether driven by an unexpected wave of lateral hires — ranging from a handful of lawyers to an entire practice group — or even mergers, these swells can create serious challenges for risk professionals.

In this session, our expert panel will share stories, strategies, and practical advice firms can use to plan for these waves before they hit, and respond more efficiently in the moment when they do.

Discussion topics included:

  • Simplifying and accelerating lawyer conflicts data collection
  • Streamlining client/matter conflicts review, evaluation and approval processes
  • Managing client file transfers (aka Matter Mobility)
  • Navigating terms of business challenges including engagement letters and outside counsel guidelines
  • Addressing technology and governance issues tied to data management and software system integration (in the case of mergers)
  • Organizing, motivating, and managing risk staff to maximize productivity and reduce stress, burnout, and turnover


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Marcia Cook

Sr. Data and Analytics Consultant

Marcia Cook comes to InOutsource with 17 years of IT experience with the last 7 years heavily focused on Business Intelligence and Data Warehouse Development, as well as Data and Analytics solutions. Prior to completing her bachelor’s degree, Marcia also worked as an Executive Assistant for various employers including Micron Technology, American Express, University of Utah, and the United States Army Kwajalein Atoll (USAKA).

Marcia has extensive experience with various Analytics tools including Qlik, Tableau, Sisense, OBIEE, and Domo. She has studied both Kimball and Inmon data warehouse methodologies, Software Development Life Cycle (SDLC), and various programming languages including SQL, C++, Java, .NET, and python.

Marcia obtained her Bachelor of Science in Mathematical Science with a minor in Computer Science from University of Alabama in Huntsville.

In addition to work, Marcia has been a college Math tutor for all ages, specializing in general mathematics, algebra, and calculus.