Artwork for podcast CLOC Talk
Shaping the Future of Legal Ops Learning (Part 2)
Episode 1202nd April 2026 • CLOC Talk • Corporate Legal Operations Consortium
00:00:00 00:28:21

Share Episode

Shownotes

In this episode of CLOC Talk, host Adam Becker sits down with Catrine Chevalier and Andrea Shaheen to explore how the Education Advisory Council (EAC) is redefining learning in legal operations. From building a global, collaborative learning ecosystem to navigating rapid innovation like GenAI, they share how education is becoming a strategic driver of credibility and career growth. The conversation dives into what modern legal ops professionals need most—practical skills, peer-driven insights, and the ability to think strategically in a constantly evolving landscape. If you're looking to stay ahead in legal ops, this episode offers a clear view of where learning—and the profession—is headed next.

Transcripts

Adam Becker:

Hello everyone and welcome back to Clock Talk, the

2

:

official podcast of the Corporate

Legal Operations Consortium.

3

:

I'm your host, Adam Becker, and today

we're diving into the one of the most

4

:

important conversations shaping the

future of our profession, education

5

:

skills development, and how the Education

Advisory Council, or the EAC is helping

6

:

move legal operations forward globally.

7

:

I am lucky today to be joined

by two incredible leaders who

8

:

bring different perspectives and

deep experience to this work.

9

:

Karine Valier, and Andrea

Shaheen, welcome to you both

10

:

Andrea Shaheen: wife.

11

:

Thank you, Adam.

12

:

Thank you, Adam.

13

:

Adam Becker: I'm so excited you're here.

14

:

I feel like I know you so well

already, but let's make sure

15

:

everybody else knows you as well.

16

:

So can you tell me who you are?

17

:

What you do, starting with you, Andrea.

18

:

Andrea Shaheen: Thank you Adam, and I'm

thrilled to be with you and Karine today.

19

:

I'm Andrea Shaheen, as you so

kindly introduced, and I am the

20

:

director of Global Legal Talent

Development and Inclusion at Stryker.

21

:

Prior to my time at Stryker, I

have held roles in other large

22

:

in-house departments like Intel.

23

:

I worked in big law, Wilson, FINI

and Cooley, and I've worked in law

24

:

school education and development

at Stanford Law and at Santa

25

:

Clara Law here in the Bay Area.

26

:

So at Stryker, I have the absolute

pleasure of doing one of the

27

:

most fun jobs I've ever had.

28

:

I get to lead education and

development efforts for our department.

29

:

That includes onboarding, legal, training,

professional development, all the stuff

30

:

that really helps power our organization.

31

:

I also get to support our entire

legal operations team in a variety

32

:

of things, including our legal ai,

steerco, our comms engagement, and

33

:

our inclusion and community efforts

around de and i and pro bono.

34

:

So I get to do a variety of

exciting things, and it just

35

:

keeps evolving and changing.

36

:

So, Katrina, I'll, I'll

kick it over to you.

37

:

Catrine Chevalier: Thank you.

38

:

So changed value with DHL on

the legal operations manager

39

:

for our Americans region.

40

:

I've been with DHL for

about five years now.

41

:

Kind of a subject matter expert in all

fields of legal apps as I continue to

42

:

build out our legal operations structure.

43

:

So just very excited to be here

and to provide some insights.

44

:

Adam Becker: We're excited to hear

them, so we're gonna jump right into it.

45

:

Let's take a little context here.

46

:

So you both raised your hand to join

the EAC at a really interesting time

47

:

in our industry's development 'cause

legal ops and the way we learn and what

48

:

we learn is evolving really quickly.

49

:

So Katrina, let's start with you.

50

:

What prompted you to join the a

c and like what are you hoping

51

:

to see from your involvement?

52

:

Catrine Chevalier: Yes, definitely.

53

:

Thank you for the question.

54

:

So throughout my career in legal

operations, I found that I've

55

:

really learned an enormous amount

of information from people who are

56

:

willing to share within this industry,

from what worked, what didn't, and

57

:

what they wish they had known sooner.

58

:

You know, in legal operations,

sometimes it can be very isolating.

59

:

And we're all trying to solve for

the same problems in parallel.

60

:

So I don't wanna keep on

reinventing the wheel.

61

:

So I really wanna be part of a team

that brings really peer driven,

62

:

critical thinking perspective together

across all industries and just really

63

:

help facilitate how we can continue

to drive the information sharing and

64

:

building initiatives that we have.

65

:

Adam Becker: Andrea, same question to you.

66

:

Andrea Shaheen: Adam, I'm so excited

to be a part of the EAC and thrilled to

67

:

be a new member with Karine, but this

is the team where learning and content

68

:

strategy is actually being shaped for

the next generation of legal ops leaders.

69

:

For our more experienced leaders.

70

:

So I've been leading efforts in

learning and professional development,

71

:

as I mentioned for many years

in large organizations, and it's

72

:

very exciting for me to be able

to bring that experience to clock.

73

:

And I've always been impressed

in my time with Clock just how

74

:

collaborative this organization is.

75

:

And it's striking, and I'm sure

you know those of us who've

76

:

practiced in litigation in the past.

77

:

How this is different from being in

litigation practice where it's very

78

:

adversarial and you know, knowledge

is this competitive advantage.

79

:

But here in legal operations.

80

:

This collaborative environment where

we're all trying to solve really similar

81

:

challenges, similar operational challenges

where knowledge helps all of us do better.

82

:

I mean, we're all looking at how to

implement technology effectively.

83

:

We're all trying to structure service

delivery models and how to manage

84

:

outside counsel and other vendors.

85

:

And for all of us, there is such value

in learning what works for some of

86

:

us and to really bring that out to

share with the entire organization.

87

:

Adam Becker: I think that is

so important for all of us.

88

:

'cause we all come to the AC from

different companies with different

89

:

backgrounds, different types of companies.

90

:

Some people are in firm,

some people work in academia.

91

:

You know what you just

said, I'd actually like to.

92

:

Talk about it a little bit because I'm

not very good at following any script

93

:

here, so we're going way off immediately.

94

:

But you know how people absorb

content now is changing and I've seen

95

:

things at my company when we were

a startup three years ago, which I

96

:

thought, huh, that's interesting.

97

:

I've never seen that before.

98

:

So like what do you think is like

one of the more interesting ways that

99

:

people are absorbing content that

you're seeing or what's working you

100

:

think you first Andre on this one.

101

:

Andrea Shaheen: First of all, this

industry is evolving rapidly and we have

102

:

to stay at the forefront of these rapidly

developing innovations as legal operations

103

:

professionals within our organizations in

order to keep our organizations adopting

104

:

these innovations and to be fluent.

105

:

These innovations, I mean, obviously Gen

ai, I'll be the first one to mention it.

106

:

Clearly a big one that

we're all grappling with.

107

:

Really, I mean, we're all

trying to figure it out.

108

:

We're all trying different things.

109

:

We're all throwing spaghetti at

the wall to see if it sticks.

110

:

And really the goal is making sure

our teams are equipped with the

111

:

knowledge and really the use cases,

the ability that we can provide them

112

:

to gain fluency to be a competitive

advantage for their organizations.

113

:

So that's one way.

114

:

But really, I mean, we as clock, what

I've seen us do really well is harness

115

:

the virtual environment to the fullest

extent, to enable really our entire

116

:

global community to advance learning

together and build new ways, do new

117

:

pathways, new content models to fuel our

knowledge to support our organizations.

118

:

So I think tapping into that is really.

119

:

Tapping into that virtual learning

environment to support our global

120

:

community is one thing that we're

doing really well to, and that change

121

:

in how we're consuming information.

122

:

Catrine Chevalier: Yes.

123

:

I think for me it is definitely the

virtual environment because our teams

124

:

are no longer based in one region.

125

:

Sometimes we're working with teams

that have to work globally amongst each

126

:

other, and I think for me, what I've

seen is having that interactivity, right?

127

:

Being able to kind of whiteboard.

128

:

Or have these exercises where

we're all within the same space.

129

:

And contributing information has been

very useful with how people learn

130

:

by actually doing certain activities

or seeing somebody else doing it.

131

:

And then, you know, you can kind of tie

along as well, but also that discussion.

132

:

Is vital because when you have

that discussion, you find bits of

133

:

information that you didn't know before

and you're really sharing that peer

134

:

knowledge that you might not have

received if you were just reading from

135

:

a document or maybe just watching a

screen by screen training program.

136

:

Adam Becker: It's so interesting how we've

all changed so much and how we learn.

137

:

And back in 2020 we had to learn how to

learn this way, and now we embrace it.

138

:

It's fascinating.

139

:

All right, let's get real

about something here.

140

:

You know, a few years ago when people

said Clock, they would think, well,

141

:

really the Clock Global Institute.

142

:

In fact, five years ago people

would say, are you going to clock?

143

:

And now we call it the Clock Global

Institute, and it remains one of

144

:

our flagship events where a lot of

content and a lot of learning happens.

145

:

But a lot else is going on.

146

:

We've got webinars, we've

got online programmings.

147

:

We're getting, you know, a

learning management system.

148

:

We've got the Clock Academy, we've got

regional events all over the world at

149

:

this point, what are you excited about?

150

:

What do you want to help shape with

all this stuff that we're doing?

151

:

Catrine Chevalier: I'm just

really interested in helping to

152

:

shape this learning ecosystem.

153

:

Like you said, addon, there's already

so many different tools and learning

154

:

environments that we currently have.

155

:

I just wanna help contribute to the

future work because we wanna take

156

:

legal ops from being reactive to

being proactive, and that does mean

157

:

changing the way that we learn as well.

158

:

So I'm interested in the LMS.

159

:

Building that out, just making sure that

it's adaptive, it's intelligent, and it's

160

:

really building off of real opportunities

because in legal ops we change daily.

161

:

So just being part of that and helping

the system to be able to keep up with

162

:

that pace is very interesting for me.

163

:

Andrea Shaheen: Yeah, I'm excited

about a lot of things that

164

:

clock offers and in our role.

165

:

On the EACI feel like we can really

help to enable our members to help

166

:

their legal ops teams embrace the

strategic superpower we have and help.

167

:

As you know, we mentioned, you know,

we're delivering faster innovations.

168

:

And deliver measurable impact.

169

:

So all of the working groups that we

are a part of, I think support that.

170

:

But a few of the ones I'm involved in

the Academy 100 level working group.

171

:

I mean, for me, I feel like this is really

the foundation of legal operations and

172

:

for us to, you know, I see it as like

the onboarding program for legal ops and

173

:

I've created onboarding programs in many.

174

:

So this is really like

squarely written my wheelhouse.

175

:

And so I see it as, okay, a great entry

point for new talent and ensuring they

176

:

have essential skills to succeed from

day one, but also to keep evolving

177

:

that content because you know, as Pat

Portray said, we're constantly changing.

178

:

It's evolving even, you know,

the foundational elements

179

:

of our clock 12 is there.

180

:

Within that, I think there's constant

changes, so I feel really excited

181

:

about continuing to evolve that

content and being a great place.

182

:

I mean, I get people asking me often about

starting a career in legal operations,

183

:

and so Clock offers a flagship program

for this kind of learning for new folks.

184

:

Also CGII am thrilled to be a part

of, you know, this:

185

:

that this is, like you said, Adam, a

flagship event, plaque's known for it.

186

:

But I do feel like we've got amazing

content and different tracks of content

187

:

and I think an opportunity to really

uplevel our experienced member content.

188

:

That's what we frequently hear

when clock is compared to other

189

:

organizations that, okay, well, you

know, clock is more for beginners.

190

:

Well, I disagree.

191

:

I think we have experienced mature

members who've been in the industry

192

:

since the beginning that can continue

learning with content that we can

193

:

help curate fresh content that is

kind of that next level for those of

194

:

us who've been around for a while.

195

:

Adam Becker: I want to run with that a bit

and kind of ask you a hard question based,

196

:

so you know, what have we talked about?

197

:

We talked about we don't

wanna reinvent the wheel.

198

:

We are solving a lot of the same

poor problems, but everything's

199

:

changing all the time.

200

:

The role is evolving.

201

:

Everything's new.

202

:

There are new people coming in.

203

:

We have experienced people, we've got

mid-level people, so the role is changing.

204

:

Realistically, US three are doing

things today that would not have been

205

:

on the legal ops plate five years ago.

206

:

So my question is, tying this into

education, and this is a hard question,

207

:

so feel free to get lofty on it,

but what role do you think education

208

:

plays in advancing legal ops globally?

209

:

Not just really skills, which we've talked

about, but credibility, career growth.

210

:

GC acceptance or, or even desirability?

211

:

That's a hard question.

212

:

Andrea, you get to go first on this one.

213

:

Andrea Shaheen: It is a tough

one, and I think that building

214

:

credibility with the leaders of our

organizations is really pivotal.

215

:

We see the investment that

leaders in legal departments

216

:

are making in legal operations.

217

:

It's real.

218

:

There's job descrip.

219

:

There's recs out there all over LinkedIn.

220

:

For legal ops position, this is an

investment and it's a worthy investment,

221

:

so we have to rise to it and education

and industry knowledge, the way that

222

:

we can all build that is in clock.

223

:

It's sharing our collective experiences.

224

:

This is one of the key ways when

we can share things that have

225

:

worked, things that haven't worked.

226

:

With our community, with our peers

that are out there in different

227

:

industries, in legal departments, in

different industries, it really helps

228

:

us to share real world experiences

and beyond just what we've done.

229

:

When we can harness the collective

experience of this community and

230

:

relay that with to our leaders,

and of course, clock is equipping

231

:

us, one of the things we can do is

equip our members with the skills to

232

:

actually communicate those things.

233

:

We learn from our collective

experiences to our leaders in ways

234

:

that show that we do know what we're

talking about and that we can deliver.

235

:

Wish measurable results.

236

:

I mean, that's kind of the easy one.

237

:

I know we could get at it.

238

:

We can definitely talk

at length about this one.

239

:

Catrine Chevalier: Yeah.

240

:

I think for me there's so many different

avenues within legal operations when

241

:

we think about it now when it comes

to knowledge management, engineering,

242

:

data analytics, process improvements.

243

:

What I like about education with

legal apps, especially with this

244

:

EAC team, is really that it's

going to help create that standard.

245

:

On where we want our legal operations

to go as far as the skillset

246

:

and also the mindset and how to

continue to drive that forward.

247

:

And it also helps us create that

common language that we can use across

248

:

different regions and industries

and other legal systems as well.

249

:

So I do believe that education really

sets that foundation that we can

250

:

continue to build on where it doesn't

really matter what your track with

251

:

the illegal operations, but you're

able to have a real career path.

252

:

Adam Becker: I agree with all that, but

let me ask you the next hard question.

253

:

You opened this one up, Katrina, 'cause

you kind of hinted at it for that

254

:

career path and opening up, where does

education or legal ops learning, where

255

:

should it be in three, five years?

256

:

What should we be doing then to

keep that career growth going?

257

:

Catrine Chevalier: I think we should

continue to have the discussions amongst

258

:

our peers on things that we're seeing as

trends within legal operations, because

259

:

I think that's going to help guide us

on where that education path should

260

:

go, because things change so fast, but

it changed at these driven levels for

261

:

different teams, and I think by still

having that peer driven community talk.

262

:

And that's really going to help

drive where we should steer

263

:

within the next five years.

264

:

Andrea Shaheen: I believe Lock

is already the industry leader,

265

:

but poised to continue to do so.

266

:

And as I said, to really enable us to

go beyond the cost center within our

267

:

legal department, which is already cost

center, and to be more of the strategic

268

:

leaders within the legal department.

269

:

And really think about, I think

focusing on creating more content

270

:

for our experienced members to

continue to keep that engagement.

271

:

So I feel like keeping the experience

member engagement really does help kind of

272

:

support the credibility of all our members

and new folks the whole way through.

273

:

Also, you know, when we think

about like the global standard of

274

:

excellence, I mean, you touched on this.

275

:

I agree.

276

:

I mean, I'm seeing more and more

learning happening across communities

277

:

all over the world with clock supported

academies, networking meetups, and

278

:

really just building out more of our

virtual platforms to enable this kind

279

:

of inclusive global learning experience.

280

:

I feel like that.

281

:

Gives us that, you know, much broader

community and you know, to keep us going

282

:

down that path of just kind of building

that worldwide momentum over the years.

283

:

And then continuing to just double

down on the new innovations like

284

:

gen AI and just supporting anything

that will enable our community.

285

:

To support adoption fluency and to just

be at the cutting edge of all of the, you

286

:

know, use cases, data, storytelling for

our leaders and just the overall change

287

:

management experience within this space.

288

:

Adam Becker: I think you've hit on a lot.

289

:

One of the things I want to plug since

you triggered it is, you know, a lot

290

:

of our regional meetings and gatherings

are actually open to everybody.

291

:

If you just sign up.

292

:

I think our members should take

advantage of maybe popping into an

293

:

EMEA gathering at some point, or a

seminar they're doing, or Brazil.

294

:

There's a lot of really interesting

perspectives you can get globally from how

295

:

people are talking, what they're doing,

and not everybody has that opportunity.

296

:

And here we do.

297

:

You know, I've been very fortunate that

I've been to the I Media conference.

298

:

It is slightly a different perspective

and it's really helpful to bring some

299

:

of those ideas back into my real job.

300

:

So certainly something people

should take advantage of.

301

:

But then I'm gonna hit on

something else you said and

302

:

I'm, we're gonna get deep again.

303

:

So we talk a lot about foundational,

middle, and experienced.

304

:

Yeah.

305

:

And it seems like we have a

lot of the things in place

306

:

to talk about actual skills.

307

:

How do you build a budget?

308

:

How do you do an RFP?

309

:

Like there are resources

available for those skills.

310

:

What seems to be harder to really

provide learning on is something like.

311

:

How do you become strategic?

312

:

What does that mean?

313

:

You know, it's a very hard thing to

even put into words, but how do you

314

:

even like teach people, like this

is what it means to be strategic.

315

:

So I don't know if that's a gap or

where do you think things are going?

316

:

Do you think we should continue to

focus on hardcore skills, or which we

317

:

will, obviously, but also like what

else do we have to bring in at that, you

318

:

know, to that advanced level, which is

maybe a little bit harder to verbalize.

319

:

Andrea Shaheen: I feel like we're all

really good at getting things done.

320

:

I think that's something that is just a

common thread in legal operations folks.

321

:

We are tactically really

good at execution.

322

:

It's really important to do that

because that helps build credibility

323

:

in your organizations when you're

seen as someone that gets stuff done.

324

:

So getting out of that.

325

:

Has been a personal challenge for

me because tactically I can just

326

:

rock through a bunch of things and

just be someone that just highly

327

:

accountable, highly responsible.

328

:

But it's getting elevated out of that

and into more of a strategic mindset

329

:

that I think is challenging for people.

330

:

It's challenging for me, and I'm a

lawyer by background, and it takes time,

331

:

I think, to shift mindset into more of

that strategic way of thinking, and so I.

332

:

Still and very much in the learning space.

333

:

I know we all are.

334

:

You know, until, hopefully until the

end of time, we will continue learning.

335

:

But for the strategic mindset, I

would love to see us do, bring some

336

:

more content to this community.

337

:

Around that.

338

:

One of our development programs in

my organization for our emerging

339

:

leaders in the legal department,

we take them to do an executive

340

:

leadership program at a university.

341

:

I mean, a big part of that is,

you know, strategic thinking.

342

:

And so if there is a way we can curate

our own model of what that looks

343

:

like, I mean, I know we do that.

344

:

We have some of that content in the

foundations courses and the academy.

345

:

I think that there's a lot of

opportunity out there to think about

346

:

at a more kind of macro level, what

that looks like, and then at the clock

347

:

level, what that looks like for us.

348

:

Adam Becker: Okay.

349

:

Katrina, your turn to answer my

inherently unfair and unairable

350

:

Catrine Chevalier: question.

351

:

Great.

352

:

Great.

353

:

I think.

354

:

That there should be a structure, right?

355

:

Like Andrea said, we have the clock 12.

356

:

We have the foundation of building

blocks as far as like what you should be

357

:

doing within the legal operation space.

358

:

But then we also have the

personal development, right?

359

:

And that's where you kind of get

intentional on where you are now

360

:

and where you should be within

your role with your organization.

361

:

And I do think that could be

supported by an LMS or other

362

:

online content that we have.

363

:

But really just staying engaged with

your peers and staying engaged with

364

:

this organization to help build that

personal development is also very

365

:

important because I can say when

I joined DHL five years ago, I did

366

:

not come from a legal background.

367

:

I was very much project

management on that person.

368

:

In the back, I don't really

have to interact with people.

369

:

So actually having to do presentations

to the whole team, and then

370

:

now you have to train somebody.

371

:

So I really think that for me it

was personal development that helped

372

:

bring me to where I was before, to

where I currently need to be and

373

:

where I should be in the future.

374

:

Adam Becker: I have so many

thoughts on what you just said.

375

:

They're gonna have to wait till

we see each other in Chicago.

376

:

I have two more questions for you

and I'm gonna wrap it up and you're

377

:

gonna go back to solving all of the

problems that we all face day to day.

378

:

Alright?

379

:

You're both very popular.

380

:

Everybody wants to talk to you.

381

:

They know who you are.

382

:

What are you hearing?

383

:

What do people want?

384

:

Tell me what you're hearing, Andrea.

385

:

Andrea Shaheen: I hear people that

they're interested in kind of that

386

:

developing their professional skills.

387

:

So just as you said, Katrine, we are asked

to present all the time in leadership

388

:

roles, and that just goes without

saying in any organization you are in.

389

:

Once you start elevating

up into the legal ops.

390

:

Leadership team, you will be

presenting all the time to your

391

:

leadership team on all the different

initiatives you have going.

392

:

You'll be communicating

in many different ways.

393

:

So I think that is a regular request

I've seen is more content around just

394

:

creating communication plans and.

395

:

Really delivering the key messages that

need to be delivered to your leaders and

396

:

your organization as a part of the change

management that we're really executing

397

:

on as legal operations professionals.

398

:

So that's a big one, but Big Rock

that we do bits and pieces of it

399

:

throughout CGI, and I think we throw

in a couple webinars here and there,

400

:

but I possibly, this could be a track.

401

:

This could be a track in and of itself.

402

:

Catrine Chevalier: I agree.

403

:

Within the legal operations space, we

are asked to drive transformation, right?

404

:

Whether it's a new process, a new

technology, there's new expectations

405

:

that are placed on us all the time.

406

:

The feedback that I'm

getting is, how do I do that?

407

:

That's not an easy question, right?

408

:

What I think would be for them would

be more scenario based learning,

409

:

more peer exchange, and more real

world examples that when they leave.

410

:

Talk and where they leave CGI, it's

really something that I can use tomorrow.

411

:

I think that's the biggest takeaway is

what can I gain now that I can implement

412

:

tomorrow to help drive transformation?

413

:

And I think we're gonna continue

to hear about change management

414

:

because it's becoming a real

big demand on ops right now.

415

:

Adam Becker: The change nowadays

is quicker and more unmanageable

416

:

than ever before, so there's

certainly an opening for that.

417

:

All right.

418

:

Last question, quick hit.

419

:

We're gonna let you all go in a minute.

420

:

Karine, what excites you most about the

future of legal ops education through

421

:

the EAC this year, let's say this year?

422

:

Catrine Chevalier: I'm excited

for all the new ways that the EAC

423

:

is looking to provide information

and education to the LI Ops space.

424

:

And I'm just happy to be a part of

that and help to, you know, give my

425

:

little 2 cents on how that should be,

426

:

Adam Becker: Andrea, final word.

427

:

Andrea Shaheen: I'm just so excited

to get out there and meet more of our

428

:

members and hear what they want and.

429

:

CGI will be a great place to start

those conversations with all of you.

430

:

I can't wait.

431

:

Adam Becker: Well, you heard it Here.

432

:

Go find both.

433

:

I'll find all three of us at cgi.

434

:

I tell us what you want because

that's what we're here for.

435

:

Thank you both so much for

not only being here today and

436

:

sharing your thoughts, but for.

437

:

Stepping up to the A a C and bringing

your ideas and the things you wanna

438

:

see done, and it's, I'm so excited

to see what you come up with.

439

:

Thank you to everybody who's

listening for being part of clock.

440

:

If you enjoyed this episode of Clock

Talk, be sure to subscribe, share it

441

:

with your colleagues, stay connected,

and we continued to explore the

442

:

ideas shaping the future of legal

operations and our profession.

443

:

Until next time.

444

:

Keep learning, collaborating, and

keep legal ops moving forward.

445

:

Thanks everybody.

446

:

Catrine Chevalier: Thank you.

447

:

Thank you.

Follow

Links

Chapters

Video

More from YouTube