Past Events

Money Mastery: Personal Finance for Lawyers

April 8, 2023

Event Details

Personal Finance  - 2 words that fill most people with dread.

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Our Head of Community Matt Margolis sat down with Douglas Boneparth (President, Bone Fide Wealth) and Tiffany Lee (former GC, Thrive Market) to demystify the whole thing.

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We discussed:

1. Control
2. Equity
3. Income protection
4. Outsourcing

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And Lawtrades? We're the largest marketplace for hiring freelance corporate legal talent with over 3000 vetted attorneys, legal operation professionals, paralegals and contract managers, an app to make tracking easy and world class 24/7 customer support.

AI is no longer experimental for legal teams; it is quietly reshaping how high‑performing departments deliver advice, manage risk, and prove value to the business. This session is a candid, practitioner‑level look inside the legal teams at Google, Reddit, and Zapier, focused on what they are actually doing with AI today.Each speaker will run a structured show‑and‑tell of their AI workflows: how they scoped the use case, what the stack looks like (models, agents, automations), how they stress‑tested it, and what success looked like. You will see both the upside and the constraints.

You'll learn:
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• How top legal teams are using AI to streamline legal work
• A live “show and tell” of real AI workflows in legal
• Actionable strategies to scale AI adoption in your legal department

Host

Tommie Tavares-Ferreira

Chief Strategy Officer

Speakers

Sean D'Souza

Chief of Staff & Director,
Legal Operations

Suk Kim

General Counsel

Kyle Summerville

Legal Counsel

Kristen Thorn

Legal Operations

Speakers

Douglas Boneparth

President, Financial Advisor

Tiffany Lee

Former General Counsel

Host

Matt Margolis

Head of Legal & Community