IBA Roundtable Series Toronto

For sponsorship opportunities, please contact Andrew Bowyer at: andrew@adbinsights.com

OVERVIEW

An exclusive roundtable series convening senior legal, business, and regulatory leaders for high-impact discussions across three critical areas: critical minerals and capital markets, global trade and regulation, and legal innovation.

Each session designed to foster cross-sector insight, deepen relationships, and spotlight emerging areas of opportunity for legal professionals and their clients.

The series will run in conjunction with the International Bar Association (IBA) who are holding their annual global conference in Toronto (5,000 attendees, representing more than 2,700 law firms, corporations, governments, and regulators from over 130 jurisdictions), presenting an incredible opportunity to capitalize on a captive and committed audience already in Toronto.

STRUCTURE + AUDIENCE

Hosted at McMillan’s Toronto HQ, ADB Insights’ roundtable series brings together 30 select participants for three high-impact, 2-hour discussions exploring the following strategic themes:

Roundtable 1

Theme: Mining, energy, and capital markets: Navigating legal risk + resilience in an evolving operating landscape

Audience:

Mining, energy and infrastructure lawyers from the US, UK, and Canada
Law firm partners (litigation, trade, ESG)
General counsel from the mining, energy, banking and investment sectors
UK/Canadian/US government or regulatory voices

Discussion topics:

Drivers + trends in the mining, energy and infrastructure sectors in Canada
Funding projects via domestic and international capital markets
Fast-tracking projects vs.Indigenous rights: Emerging tensions under Bill C-5 Investor-state disputes
How legal practitioners can align with Canadian law firms + industry players

Roundtable 2

Theme: A second draft for globalization: A new paradigm for trade

Audience:

International corporate, trade and disputes lawyers
General counsel from industry and investment sector
UK/Canadian/US government or regulatory voices
Select industry and investment voices

Discussion topics:

In light of a new paradigm for globalization, how is the global trade landscape evolving and what does it mean for corporations and governmental actors?
Managing emerging risks when it comes to capital markets
Variegated regulations, reputational risks and ESG
Clouds on the horizon: the disputes landscape and trade

Roundtable 3

Theme: Toward 2030 | Shaping the Future Legal Ecosystem: Innovation, Integration, and Impact

Audience:

General counsel, heads of legal operations, and innovation leads
Law firm partners focused on legal tech and client service
Legal tech founders, investors, and digital transformation experts

Discussion topics:

Beyond the hype: How AI is actually transforming the legal ecosystem
Strategy + synergy: The evolving relationship between in-house teams, firms, and legal tech
Redefining resilience: How legal leaders are navigating governance, ethics, and regulation in a risk-on era
Leading through risk: Strategies for legal leaders in a complex era

OUR SPONSORS

IBA Critical Minerals Symposium

in association with

OVERVIEW

In association with the UK Government’s Toronto IBA programme, The Legal Innovation Forum presents an exclusive symposium:

Mining, energy, and capital markets:
Navigating legal risk + resilience in an evolving operating landscape

As part of the UK Government’s GREAT Legal Services Programme at the International Bar Association Annual Conference, this exclusive Toronto symposium will bring together senior legal, regulatory, and business leaders to explore legal risk and opportunity across the mining, energy, and capital markets sectors, with a particular focus on Canada.

The symposium brings together the UK delegation with international and national peers for a high-level, off-the-record discussion that blends legal insight with strategic foresight.

Timed to coincide with the IBA’s global gathering of 5,000+ legal professionals, this exclusive event offers a unique opportunity to engage in focused dialogue with decision-makers across borders and industries.

Structure + Audience

The symposium will follow the Chatham House Rule, encouraging open and candid exchange.
Participants will engage in a two-hour discussion, with Q&A and informal networking.
A light lunch and refreshments will be provided.

Who’s attending

Canadian, UK, US and international law firms (mining, energy, litigation, ESG)
In-house counsel from the energy, mining, banking, and infrastructure sectors
Regulatory experts and business leaders in global mining and capital markets

Key Themes

Drivers + trends in the mining, energy and infrastructure sectors in North America
Fast-tracking projects Indigenous and other stakeholders rights
Effectively navigating the disputes landscape in the global mining sector
Funding projects via domestic and international capital markets

Leading at the intersection of business + law + the business of law.

Get In Touch

Stay up to date on the latest from the Legal Innovation Forum, subscribe today.

IBA Innovation Symposium

in association with

OVERVIEW

In association with Laurel AI, The Legal Innovation Forum presents an exclusive symposium:

Towards 2030: Shaping the Future Legal Ecosystem – Innovation, Integration, and Impact

As the legal world converges in Toronto for the International Bar Association Annual Conference, join a select group of legal leaders for a high-impact symposium, exploring how AI is reshaping the law firm commercial model – and what comes next.

Hosted by The Legal Innovation Forum in partnership with Laurel AI, this exclusive event will bring together 50 – 60 senior legal professionals for candid dialogue, strategic insights, and meaningful peer exchange, all designed to unpack one of the most pressing challenges facing the legal profession today.

Structure + Audience

The symposium will follow the Chatham House Rule, encouraging open and candid exchange.
A fireside chat on the key theme will be followed by an in-depth roundtable discussion, with Q&A and informal networking.
Networking reception: Refreshments will be provided.

Who’s attending

Heads of legal operations, innovation, and knowledge management
Law firm partners and leaders focused on client service and tech transformation
Delegates attending the IBA Annual Conference seeking to engage in strategic dialogue

Why attend

Engage in meaningful discussions on the future of legal business models
Hear directly from AI innovators and legal tech leaders
Leverage the IBA conference environment to build global connections with legal leaders in the sector
Leave with actionable insights to shape your strategy for 2026 and beyond

Key Themes

Beyond the hype: How AI is transforming the legal ecosystem
Strategy + synergy: The evolving relationship between in-house teams, firms, and legal tech
Check-in: How is AI currently being deployed in firms today?
Redefining resilience: How legal leaders are navigating governance, ethics, and regulation in a risk-on era
Leading through risk: Strategies for legal leaders in a complex era

Leading at the intersection of business + law + the business of law.

Get In Touch

Stay up to date on the latest from the Legal Innovation Forum, subscribe today.

Symposium | Tracking 2030: The Future of Law Firm Tech Stacks

in association with

OVERVIEW

This late-afternoon, high-impact symposium will bring together innovation and IT leaders from Canada’s top law firms to explore one of the most pressing infrastructure questions facing the legal sector: What should the foundation of your AI-enabled firm look like?

Join us for thought-provoking keynotes, peer insight panels, and a concise hands-on case study designed to further understand the future of law firm tech stacks and how the choices legal leaders are considering today will impact the law firm of the next five years.

Structure + Audience

A late-afternoon, high-impact symposium designed for legal technology leaders, featuring:

Keynote Presentation from a high-profile AI or public policy thought leader
Innovation Panel with senior IT and innovation leaders from top
Canadian law firms
Spotlight Case Study featuring a real-world use case of private-cloud deployment
Networking Reception with curated introductions and informal peer exchange

Who’s attending

CIOs, CTOs, and Directors of IT at law firms (primarily 50+ lawyers)
Heads of Innovation, Legal Ops, and Transformation
Managing Partners and Strategy Executives interested in firmwide AI adoption

Key themes

What infrastructure will define the law firm of 2030?
Why Private Cloud is more than a deployment model — it’s a long-term strategy
Governance, ownership, and differentiation in an AI-driven legal ecosystem
Future-proofing legal workflows and protecting proprietary data

Leading at the intersection of business + law + the business of law.

Get In Touch

Stay up to date on the latest from the Legal Innovation Forum, subscribe today.

Symposium | Doing Business in Quebec: Innovating in a Unique Business and Legal Landscape

In association with:

OVERVIEW

Quebec has long been a powerhouse of Canadian business and innovation, and with good reason. Its ports and infrastructure, universities and research centres, green energy, and government incentives have all helped build a robust, diversified economy. Today, that business innovation story can be seen in everything from aeronautics, engineering, and artificial intelligence to life sciences and live events and has also given rise to a strong, dynamic legal sector.

In this late-afternoon, high-impact symposium, we’ll explore the ecosystem driving business innovation in Quebec and learn how legal teams and law firms in the province are tackling some of today’s most pressing challenges.

Discussion Themes

The factors driving business innovation in Quebec
How legal leaders can help businesses evolve in a risk-on world
How legal departments and law firms are navigating AI and technology
How to build resilient legal teams

STRUCTURE

A late-afternoon, high-impact symposium designed for legal and corporate leaders, featuring:

Business innovation panel with leaders from some of Quebec’s most dynamic companies
Legal panel on some of the most pressing challenges facing legal departments and law firms
Breakout session to allow for in-depth discussions on those challenges
Networking reception with curated introductions and informal peer exchange

This in-person event is designed to spark meaningful dialogue and peer learning around business and legal innovation in Québec.

Who’s attending

AGCs, GCs and compliance officers
Corporate leaders
Innovation and technology leaders

THEMES + AGENDA

3:30 - 3:35 PM | WELCOME + OPENING REMARKS

Setting the stage: Business innovation and legal realities in 2025.

CEO + Founder, The Legal Innovation Forum

Strategic Partnership Lead, The Legal Innovation Forum

3:35 - 4:35 pm | QUEBEC’S ECONOMIC INNOVATION STORY

Featuring Lavery CEO Anik Trudel in conversation with leaders from some of Quebec’s most dynamic businesses, this panel will explore the different factors driving business innovation in la belle province.

Chair

Chief Executive Officer, Lavery

4:40 - 5:40 PM | BUILDING THE LEGAL DEPARTMENT OF 2030

Featuring Loïc Berdnikoff, Lavery’s Chief Privacy Officer and Chief of Legal Operations and Conformity, in conversation with leaders from Quebec’s business and legal sectors, this panel will explore some of the challenges legal departments and law firms face in navigating AI and technology, building up resilient teams, and helping their business partners evolve in a risk-on world.

Chair

Chef, opérations juridiques et conformité, Lavery

Vice-présidente affaires juridiques et secrétaire corporative, Fonds de solidarité FTQ

Leader, Legal Business Solutions, Eastern Canada, PwC

5:40 - 5:55 PM | Q&A

An opportunity for attendees to dialogue with our legal panelists on the three major challenges discussed in the preceding panel: AI and technology, resilient teams, and business alignment.

5:55 – 6:00 PM | CLOSING REMARKS

CEO + Founder, The Legal Innovation Forum

Strategic Partnership Lead, The Legal Innovation Forum

6:00 - 7:00 PM | NETWORKING RECEPTION

The Critical Minerals Forum Toronto 2025

in partnership with

OVERVIEW

The Energy Roundtable + The Legal Innovation Forum will deliver a live event in Toronto focused on Canada’s critical role as an energy security and resources and value-added supply chain partner for foreign investors and buyers.

Energy systems are undergoing a significant overhaul as societies dramatically ramp up the use of low carbon electricity in efforts to mitigate the emissions associated with climate change. At this crucial junction, collaboration between like-minded countries is essential to ensure a smooth transition to a low-carbon future and battery-powered technologies.

Canada is uniquely positioned to mine and process critical minerals and metals — including copper, lithium, cobalt, nickel and graphite — which will allow us to develop and manufacture the modern energy technologies required for the electrification of our economies.

This live event examines the critical role Canada is playing in providing a robust supply chain of critical minerals and metals as part of an integrated energy security and resources partner for the US and Europe.

Structure + Audience

3/4 day event followed networking reception hosted in downtown Toronto
125 attendees: leaders from mining companies, financial services, government, professional services firms.
Program will be comprised of panel discussions, fireside chats and presentations on the themes outlined above.

forum Agenda

8:30 to 9:00AM | Registration + breakfast

9:00 to 9:10 AM | Welcome + opening remarks

CEO + Founder, ADB Insights - The Legal Innovation Forum

CEO + Founder, PearTree

9:10 to 10:00AM | PANEL 1: A WEALTH OF RESOURCES: CANADA'S ABUNDANT SUPPLY POSITIONS IT AS THE PROVIDER OF CHOICE FOR INTERNATIONAL INVESTORS

Abundant resources: Canada has a rich and diverse supply of critical minerals, including lithium, nickel, cobalt, graphite, and rare earth elements
Financing a clean economy: How Canada’s abundant – and easily accessible – supply of natural resources makes it a valuable investment choice for foreign investors
Meeting increasing demand: How is Canada positioned to support the growing global demand for critical minerals and metals for production of batteries and other essential energy sources?

Chair

Partner, McMillan

CEO, Surge Copper Corp

Director of Investment, Invest Alberta

President & CEO, Resource Works

Senior Resources Executive

Assistant Deputy Minister, Mines and Minerals Division, Ontario Ministry of Energy and Mines

10:00 to 10:40AM | PANEL 2: Navigating the Paradigm Shift: Resource Development, Indigenous Consultation + the Future of Canada’s Economy

Examining Bill C-5 and similar legislation in Ontario and B.C.: Why these frameworks have faced significant pushback from Indigenous communities and what governments can do to address these concerns.
Consultation Analysis: What does a truly Indigenous-led consultation process look like, and how can it reshape the future of resource development in Canada?
Navigating the Challenges of long, linear projects (such as pipelines and transmission lines) that touch a multitude of Indigenous nations: how to reconcile competing interests, create space for meaningful participation, and advance projects in a way that builds trust and reduces risk.

Chair

VP, McMillan Vantage

Partner, Mokwateh

AS Williams Consulting

Partner, McMillan

10:40 to 10:55AM | networking Break

10:55 to 11:40AM | PANEL 3: CROSS-BORDER RELATIONSHIPS - CANADA'S RELATIONSHIP WITH THE US AND OTHER ALLIES TO LEVERAGE OPPORTUNITIES IN THE SECTOR

Robust infrastructure: Established rail, road, and port networks enable reliable, efficient transportation of critical minerals, and offer near-term advantages if better coordinated across borders.
Strategic alliances: Strengthening trade ties with trusted partners. How the U.S. Department of Commerce, ITA and Foreign Commercial Service in Canada are advancing cooperation in the critical minerals sector.
Shared priorities: What areas (policy, infrastructure, investment) require the most focus now to maximize bilateral advantage and reduce allied reliance on China.

Chair

Head of Sales and Distribution, PearTree

CEO, Fortune Minerals

Partner, McMillan

Principal Commercial Officer, US Commercial Service

11:45 to 12:15 PM | FIRESIDE CHAT: LEVERAGING CANADA'S SUPPLY CHAIN FOR ECONOMIC OPPORTUNITIES ACROSS THE BORDER

Securing Canada’s mineral future: The current key challenges and opportunities when it comes to critical minerals and materials and the value chain for Canada’s economy
Where policy meets business: How can both sides innovate to develop a robust re-industrialization strategy to drive Canada’s economic growth in the 21st century
Global collaboration: Looking beyond our borders for guidance and collaboration opportunities

Chair

Founder + CEO

President & CEO, Lomiko Metals

Executive Director, Advanced Manufacturing, Invest Ontario

Director, Operations Canadian Critical Minerals & Materials Alliance (C2M2A)

12:20 to 1:00PM | PANEL 4: AVAILABLE CAPITAL - MATCHING INVESTMENT WITH OPPORTUNITY

Leveraging the opportunity to capitalize on a secure and resource-rich environment and value-added supply chain in Canada
How investors and buyers can capitalize on vast, untapped reserves of critical minerals essential for EVs, batteries, and defense
Accelerating mine development, refining, and battery material production with Canadian and foreign capital to strengthen North American energy and manufacturing independence

Chair

Founder + CEO

Partner, Lavery

Managing Director, PearTree

Head, Business Development - Global Mining,TMX Group

1:00 TO 2:00PM | CLOSING REMARKS + NETWORKING LUNCH

OUR PARTNERS

PRESENTING SPONSOR

GLOBAL STRATEGIC PARTNER

HOST PARTNER

GOLD SPONSORS

BREAKFAST, BREAKS + LUNCH SPONSOR

The Legal Innovation Forum + Workshop Toronto 2025

DAY 1 - FULL DAY FORUM

DAY 2 - FULL DAY WORKSHOP - Sold out!

DAY 1 | The Law Society of Ontario: This program contains 6:00 hours and 10 minutes of Professionalism Content

DAY 2 | The Law Society of Ontario: This program contains 5:00 hours and 45 minutes of Professionalism Content

OVERVIEW

The Legal Innovation Forum is returning to Toronto with its flagship, national event on June 4th and 5th, 2025.

This two-day forum is centered on its unifying theme: Navigating disruption in a risk-on era.

The legal ecosystem and the broader business world are undergoing a profound transformation driven by a wealth of factors including the rapid rise of generative AI, financial pressure, political unrest, globalization, shifting client expectations, and increasing risk and regulatory complexity.

Generational shifts, evolving workplace dynamics, and conflicting perspectives between legal professionals and their third party partners are creating further challenges, while also presenting new opportunities for collaboration and innovation within the legal ecosystem.

This year’s forum will shine a light on the dynamics at play at the intersection of business, innovation and law, and will reveal the skills needed to be successful in the evolving legal profession. By combining legal acumen with business awareness, tech expertise and emotional intelligence, legal professionals will redefine the industry and deliver more innovative, client-centered solutions.

PURPOSE OF FORUM

Review key drivers and trends influencing the shifting dynamics of the legal ecosystem

Uncover new business models shaping the legal industry and learn how practitioners can embrace agile strategies to stay competitive and relevant
Look at best practices in law firms, legal departments and their third-party partners for driving business resilience through innovative thinking
Create a network of leading legal innovators to share knowledge and experiences to help drive change in the legal ecosystem and the organizations they support

Discussion Themes

DAY 1 (Full Day Forum) – JUNE 4 8:00AM to 6:10PM

The business of Artificial Intelligence: how is AI giving law firms + legal departments a competitive edge?
Transforming the legal landscape: navigating innovation + change in a rapidly evolving ecosystem
The ESG debate: risk management in an age of disruption
Digital Risk: Growing business, protecting information and managing risk in a complex environment
The Talent Crunch: challenges + opportunities in an evolving legal ecosystem
Driving Business Growth: How can lawyers add value amid cross-border trade wars?
Being an innovative leader: how are general counsel adding value to the business in a risk on world?

DAY 2 (Full Day Workshop) – JUNE 5th:

STRUCTURE

Two-day event (June 4 + 5th, 2025)
DAY 1 – Full Day Forum:
- 250+ high-level decision-makers from legal departments, law firms and third party partners from across Canada, the US and overseas
- Discussions and presentations focused on key topics for law firms + legal departments related to the intersection of business, innovation + the law
DAY 2 – Full Day Workshop:

Who’s attending

Legal departments: General counsel, associate/ assistant general counsel, in-house counsel, legal operations professionals

Law firms: Heads of innovation, knowledge management, senior partners, COO, CIO, chief client officers

Tickets:

In-house counsel: Limited free tickets available *(upon completion of survey)

Law firms

Legal sector service providers

Tables of eight are available for purchase: Located in a premium location at the conference, a table offers convenience, flexibility and a significant cost discount on a per delegate basis. For more information contact jacquie@adbinsights.com

Meet our speakers

Senior Corporate Counsel, Software + Digital Platforms, Americas, Microsoft

VP Legal, Kraft Heinz

Chief Legal + Sustainability Officer, OMERS

SVP, General Counsel, ESG + Corporate Secretary, RioCan REIT

Chief Legal Officer, Medcan

General Cousel + Corporate Secretary, WSIB Ontario

EVP, General Counsel & Corporate Secretary, Cadillac Fairview

VP, Legal, Canada, Restaurant Brands International

Global Head of LCG Strategy + Operations Law, Compliance and Government Relations, Manulife

Chief Legal Officer, League

Vice-President + Associate General Counsel, CIBC

Senior Legal Counsel - Privacy & Cybersecurity, Scotiabank

AVP, Shared Services, General Counsel + Secretary, Honda

VP + Deputy General Counsel, Interac Corp

Assistant General Counsel, Purolator

Director, Legal Operations + Reporting, Sun Life

VP + Associate General Counsel, Corus Entertainment

Assistant VP Regulatory + Commercial Law, CPKC

CEO, ClearyX

President + General Manager, LexisNexis Canada

Head of Canada, Thomson Reuters

Chairman + CEO, Elevate

Partnerships Lead, Luminance

Legal Business Solutions Leader, PwC Canada

Partner, Legal Project Solutions/Financial Advisory, Deloitte Canada

Director, Legal Business Solutions, PwC Canada

Senior Managing Director, FTI Consulting

Managing Director, Digital Insights + Risk Management, FTI Consulting

Senior Director of Innovation & Knowledge Management, Davies

Partner, Knowledge + Practice Innovation, Fasken

Chief Operating & Information Officer, BLG + CEO, BLG Beyond

VP Market Growth, North America, Actionstep

Professional Liability Practice Leader, Purves Redmond

Head of Canada, Legora

CEO, Alexi

Founder + CEO, OneRetain

CEO, Alexa Translations

Strategist + Business Development Coach, Moore for Professionals

Founder + CEO, The Legal Innovation Forum

THEMES + AGENDA

8:00-8:30 AM | REGISTRATION + NETWORKING BREAKFAST

8:30-8:50 am | WELCOME AND OPENING REMARKS

8:50-9:35 AM | The Business of Artificial Intelligence: How is AI giving law firms and legal departments a competitive edge?

In association with:

AI is revolutionizing the legal industry by providing legal professionals with tools that boost efficiency, accuracy, and strategic decision-making.

Chatbots are enhancing client services, while emerging tools are allowing firms to rapidly analyze data insights for personalized legal solutions. Tools for compliance monitoring, due diligence, and billing transparency also serve to streamline operations, thus reducing costs and boosting revenue.

This panel explores how law firms and legal departments are leveraging AI to gain operational efficiency and to provide more strategic, data-driven, and client-centric services.

Beyond automation: Understanding the potential for AI to drive success in multiple areas including data analysis, legal research, and client service
Driving revenue: How AI is lowering operational costs by minimizing spend and reducing overheads
Attracting talent by positioning the firm or legal department as a tech-savvy workplace
Risks + opportunities for the legal ecosystem in the age of AI

Senior Corporate Counsel, Software + Digital Platforms, Americas, Microsoft

Partner, Knowledge + Practice Innovation, Fasken

Chief Legal Officer, League

Partnerships Lead, Luminance

Chair

Legal Business Solutions Leader,, PwC Canada

9:40-10:20 AM | Transforming the Legal Landscape: Navigating Innovation and Change in a Rapidly Evolving Ecosystem

In association with:

The legal ecosystem is undergoing a profound transformation driven by rapid technological advancements, financial pressure, shifting client expectations, and increasing regulatory complexity.

The rise of alternative legal service providers and the growing emphasis on ESG considerations are also reshaping the legal landscape.

Discover how to thrive in today’s dynamic environment by embracing innovation and adopting agile strategies to stay competitive and relevant.

Drivers of change: Trends and emerging business models reshaping the legal industry
Decoding innovation: Understanding new business models shaping the legal industry
The tech revolution: Leveraging technology in the new legal landscape

Global Head of LCG Strategy + Operations Law, Compliance and Government Relations, Manulife

Director, Legal Operations + Reporting, Sun Life

Senior Director of Innovation & Knowledge Management, Davies

VP Market Growth, North America, Actionstep

Senior Manager, Forensics/Legal Project Solutions, Deloitte

Chair

Founder + CEO, ADB Insights

10:20-10:35 AM | NETWORKING BREAK

10:35-11:00 AM | Fireside chat: Navigating the road ahead - the future of AI in the legal ecosystem

In association with:

As AI continues to advance, legal departments will increasingly rely on predictive analytics and generative AI to refine legal strategies, enhance decision-making, and reduce costs. Collaboration between legal professionals, technologists, and policymakers will be essential in shaping AI frameworks that balance innovation with accountability.

This presentation takes a look at what lies ahead and offers tips for embracing AI efficiently to turn your legal department into a value enabler – and a strategic partner.

Topics covered will include:

How will AI impact the structure of the legal ecosystem?
Technology apps Vs Robotic Process Automation (RPA) tools: Understanding the key differences and impact on business efficiency
Working with third parties: Collaborating to shape AI frameworks and give your legal department an edge
Economic model: The value proposition of using AI and impact on the economics of law

Chair

CEO, Alexa Translations

President + General Manager, LexisNexis Canada

Chief Operating & Information Officer, BLG + CEO, BLG Beyond

11:05-11:50 | The Talent Crunch: NAVIGATING RISK AND OPPORTUNITY IN AN EVOLVING LEGAL ECOSYSTEM

In association with:

The legal industry is facing a perfect storm, navigating challenges in attracting and retaining top talent amid generational shifts, evolving workplace dynamics, and rising legal and reputational risks related to workplace culture, employment practices, and organizational structure.

As firms and legal departments adjust to hybrid work and the shift away from traditional career paths, they must also mitigate the risk of employment-related claims such as wrongful termination, discrimination, and harassment – and a rise in crime-related claims and misconduct in the workplace.

Discover how legal teams can manage employment risks while embracing innovation, strengthening culture, and building resilient, inclusive workplaces

Attracting and retaining talent: Legal and operational risks associated with high attrition, talent shortages, and changing employee expectations in a hybrid world
Employment-related risk: Preparing for increased scrutiny and claims tied to wrongful dismissal, discrimination, harassment, and workplace policies
Aligning with the generational shift in leadership by challenging long standing business models
Bridging the divide: Navigating conflicting perspectives between general counsel, managing partners, hiring managers, associates and ALSP leaders, to drive alignment
The career lattice trumps the career ladder: Reducing retention risk by offering flexible, non-linear growth paths aligned with evolving career goals
Case studies of crime-related claims and compliance issues tied to misconduct

Founder + CEO, OneRetain

Assistant General Counsel, Purolator

VP + Associate General Counsel, Corus Entertainment

CEO, Alexi

Professional Liability Practice Leader, Purves Redmond

Chair

Strategist + Business Development Coach, Moore for Professionals

11:55-12:20 PM | Fireside Chat: The Future is Here - How is the Legal Ecosystem Evolving in North America and Beyond?

In association with:

The global legal industry is undergoing a rapid transformation, with alternative legal service providers, technology-driven solutions, and regulatory shifts redefining the way legal services are delivered.

In this dynamic fireside chat, Elevate CEO, Liam Brown, will sit down with ClearyX CEO, Carla Swansburg, to explore the evolving legal ecosystem, and examine what the future holds for legal innovation in North America and beyond.

Discussion points include:

The rise of ALSPs and new models in North America and globally
The “sandbox” issue and its impact on the future of legal services
The role of GenAI versus other factors in accelerating industry shifts
Opportunities for shifting work from BigLaw to ALSPs
The biggest challenges and opportunities facing legal innovators

CEO, ClearyX

Chairman + CEO, Elevate

12:20-12:40 PM | LEGAL INNOVATION IN FOCUS: ELEVATOR PITCH SESSION 1

Investing in innovative legal technology and services has become increasingly essential for forward-thinking law firms and legal departments, allowing them to redefine the ways in which their services are delivered and how they deliver value to their clients.

As workloads grow heavier, new risks emerge and budgets grow tighter, capitalizing on technology solutions (underpinned by advanced approaches to people, process + technology) drive business outcomes is more important than ever.

Throughout the day each of the forum’s key partners will have 5 minute elevator pitches outlining a key area where they are delivering value for the legal ecosystem. The purpose is to highlight ways in which sector service providers can help their clients deliver results.

12:40-1:20 PM | LUNCH + NETWORKING BREAK

1:20-2:05 PM | Being an Innovative Leader: How are General Counsel Adding Value to the Business in a Risk On World?

In association with:

In today’s volatile global business environment, legal department leaders are stepping into more strategic roles, and helping organizations navigate challenges with innovative solutions. General counsel play a pivotal role in aligning legal objectives with broader business goals, ensuring compliance while driving growth initiatives.

With a focus on cross-functional collaboration, GCs are not only protecting the organization’s interests but also contributing to long-term business success.

The speakers in this panel – general counsel and chief legal officers from leading organizations – will reveal their strategies for driving innovation and business growth in today’s risk-on environment.

Turning challenges into competitive advantages: Driving business resilience by helping the organization adapt to changing market conditions, regulatory environments, and emerging risks
The client-centric lawyer: Encouraging innovative thinking across your organization
Reimagining legal education: Training the next generation of lawyers for success
How emerging technologies are redefining leadership styles and expectations

General Counsel + Corporate Secretary, WSIB

SVP, General Counsel, ESG + Corporate Secretary, RioCan REIT

VP, Legal, Canada, Restaurant Brands International

EVP, General Counsel & Corporate Secretary, Cadillac Fairview

Chair

Director, Legal Business Solutions, PwC Canada

2:10-2:35 PM | Fireside chat: How are financial services' legal departments innovating in a risk-on era

In association with:

In our fireside chat, we will focus on two areas: optimal operating structures for FI legal departments (goals) + the areas that are holding them back from these optimal states (problems). Both in the context of navigating a complex and rapidly evolving risk landscape.

Topics we will cover:

What’s the purpose of the legal department in an FSI? How does it relate to the current market landscape and other departments in the organization and how is this evolving?
Examples of key challenges faced by FSI legal departments and how they are evolving their approaches to them: (i.e. managing emerging regulations, black swan events, credit crisis’, reputational risks, etc..)
Designing a legal function fit for purpose – how to leverage people, process and technology to help FSI’s better navigate risks and help better place them to capitalize on opportunities?

Chair

Founder + CEO, The Legal Innovation Forum

Partner, Legal Project Solutions/Financial Advisory, Deloitte Canada

Vice-President + Associate General Counsel, CIBC

2:40-3:20 PM | Driving Business Growth: How can Lawyers add Value amid Cross-Border Trade Wars?

As Canadian businesses reel in the wake of new tariffs imposed by the US – and Canada’s subsequent counter-tariffs – legal department leaders and their law firm partners are working to help businesses stay resilient, minimize economic fallout, and position themselves strategically in an unpredictable trade environment.

Legal leaders across industries are tasked with updating or re-evaluating cross-border trading contracts, navigating regulatory requirements and finding exemptions and legal avenues to mitigate tariff impacts.

This session explores the evolving role of lawyers in helping boost business resilience, mitigate risk, and strengthen the Canadian economy in these volatile times.

Advising on trade compliance + strategy: Guiding the business amid new tariffs, ensuring compliance with shifting regulations, and exploring legal avenues such as exemptions and reclassifications
Reviewing and modifying contracts: Ensuring compliance with existing trade agreements, and navigating termination clauses
Advocating for policy solutions: How can legal leaders engage with government officials, trade organizations, and industry stakeholders to shape policies that mitigate the impact of tariffs on Canadian businesses?
Educating business partners: Legal departments are providing thought leadership to keep businesses informed of the evolving trade landscape
Handling trade disputes and litigation cases to protect the business from risk

VP Legal, Kraft Heinz

CHAIR

Head of Canada, Thomson Reuters

AVP, Shared Services, General Counsel + Secretary, Honda

Assistant VP Regulatory + Commercial Law, CPKC

3:20-3:35 PM | NETWORKING BREAK

3:35-3:55 PM | Fireside Chat: The ESG Debate - Risk Management in an Age of Disruption

ESG considerations such as climate change, regulatory compliance, human rights, and corporate ethics, are increasingly influencing investment decisions, stakeholder expectations, and legal obligations.

Forward-thinking ESG-focused organizations are prioritizing transparency, and leveraging tools such as data analytics and AI to monitor ESG risks and ensure compliance with evolving global standards.

Meanwhile, a shifting political landscape in the US is fueling a corporate retreat from ESG priorities which may spread north of the border, while Europe remains a global leader in ESG regulation. Embedding ESG principles into risk management frameworks is becoming increasingly challenging for global organizations in Canada, amid diverging priorities around the world.

The global climate conundrum: How are law firms and legal departments navigating evolving environmental dilemmas and preparing for the energy transition amid growing ESG fatigue?
Aligning stakeholder, shareholder, and employee priorities in the age of shifting ESG priorities around the world
Navigating corporate social responsibility, legal risk, and stakeholder expectations
How are organizations collaborating with stakeholders, including investors, regulators, and communities, to build trust and minimize reputational risks?

Chair

Head of Canada, Legora

Chief Legal + Sustainability Officer, OMERS

4:00-4:40 PM | Digital Risk: Growing business, protecting information and managing risk in a complex environment

In association with:

As enterprises are exploring, testing and implementing technologies such as AI into business workflows, and incorporating data science and analytics into business decision-making, they need to be mindful of associated digital risks.

Despite emerging privacy (such as Quebec’s Bill 25), data protection and data localization legal and regulatory requirements that may increase risk to organizations, implementing core data governance principles and privacy program mechanisms can contribute to the success of these initiatives. In this session we’ll discuss key considerations including:

Data Collection and Minimization Strategies
The Role of Data Maps and Data Inventories
Privacy and AI Impact Assessments
Managing Third-Party Risk and Data Transferred Outside Canada
Incident Management

VP + Deputy General Counsel, Interac Corp

Chief Legal Officer, Medcan

Senior Legal Counsel - Privacy + Cybersecurity, Scotiabank

Managing Director, Digital Insights + Risk Management, FTI Consulting

CHAIR

Senior Managing Director, FTI Consulting

4:45-5:05 PM | LEGAL INNOVATION IN FOCUS: ELEVATOR PITCH SESSION 2

Investing in innovative legal technology and services has become increasingly essential for forward-thinking law firms and legal departments, allowing them to redefine the ways in which their services are delivered and how they deliver value to their clients.

As workloads grow heavier, new risks emerge and budgets grow tighter, capitalizing on technology solutions (underpinned by advanced approaches to people, process + technology) drive business outcomes is more important than ever.

Throughout the day each of the forum’s key partners will have 5 minute elevator pitches outlining a key area where they are delivering value for the legal ecosystem. The purpose is to highlight ways in which sector service providers can help their clients deliver results.

5:10-6:10 PM | CLOSING REMARKS + NETWORKING RECEPTION

DAY 2: JUNE 5TH, 2025 (FULL DAY WORKSHOP)

OUR PARTNERS

PRESENTING SPONSOR

GLOBAL STRATEGIC PARTNER

GOLD SPONSORS

exhibitor sponsor

Networking Reception Sponsor

lunch sponsor

EDUCATION PARTNER

ACCELERATOR PARTNER

The Legal Innovation Forum + Workshop Toronto 2025 – Day 2

DAY 1 | The Law Society of Ontario: This program contains 6:00 hours and 10 minutes of Professionalism Content

DAY 2 | The Law Society of Ontario: This program contains 5:00 hours and 45 minutes of Professionalism Content

SOLD-OUT!

OVERVIEW

Building on the momentum from day one, The Legal Innovation Forum presents an exclusive full-day workshop, offering practical working groups for a small number of select attendees.

We will give 75-to-80 participants the opportunity to extend their experience by diving deeper into key topics from day one, and having in-depth discussions and additional learning opportunities, while networking with their peers from across the legal industry.

Featuring sponsor-led presentations and fireside chats.
Workshop participants will dive into three key themes — AI, Talent, and Evolving the Legal ecosystem— over the course of the day.
In each stream, participants will break into smaller working groups for hands-on exercises.
The agenda includes a networking lunch and scheduled coffee breaks.

OUR PARTNERS

AGENDA

9:00 – 9:30 AM | Registration + Coffee

9:30 – 9:40 AM | Workshop Introduction + Opening Remarks

9:40 – 11:00 AM | Session 1

11:00 – 11:15 AM | Morning Break

11:15 – 12:35 PM | Session 2

12:35 – 1:20 PM | Networking Lunch

1:20 – 2:50 PM | Session 3

2:50 – 3:00 PM | Closing Remarks

3:00 – 4 PM | Coffee + Networking

STRUCTURE + THEMES

This hands-on event will allow participants to dive in to three crucial themes presented during the previous day’s Forum. In each session, attendees will be presented with the opportunity to learn with hands-on demonstrations, modelling exercises, and breakout sessions. Each module will conclude with a group discussion to surface key insights from the workshop session.

The format for each 80-minute stream includes:

Session Introduction: An industry thought leader frames the conversation and anchors the session theme.
Sponsor Presentation (10 minutes): Key insights from a sponsor on real-world applications
Working Group Activity (40 minutes): Small group collaboration to build a strategy or solution
Group Discussion (20 minutes): Share key takeaways and reflections across the full group

WORKSHOP THEMES:

AI
Evolving the Legal Ecosystem
Talent

WORKSHOP STREAMS

SESSION 1 | Artificial Intelligence: how is AI giving law firms + legal departments a competitive edge?

SESSION INTRODUCTION: The transformative potential of AI on legal workflows

Artificial Intelligence is transforming the legal industry, and reshaping how legal professionals approach research, document review, and client service. In this opening session, we’ll explore the profound impact AI is having on legal workflows, from automating routine tasks to enhancing decision-making through advanced analytics.

AI in legal research + document review: How automation is streamlining repetitive tasks

Contract analysis + drafting: AI-powered tools for improving accuracy and reducing turnaround time

Predictive analytics + risk assessment: Leveraging AI for case strategy and compliance

Ethical + regulatory considerations: Balancing innovation with legal and ethical obligations

SPONSOR PRESENTATION: Practical applications of AI

Investing in innovative legal technology and AI tools has become increasingly essential for forward-thinking legal departments and law firms, allowing them to redefine the ways in which their services are delivered.

In this brief presentation, our event partner will showcase innovative AI solutions to enhance efficiency and deliver results.

WORKING GROUP ACTIVITY

GROUP DISCUSSION

Each group presents its design, and explains how it solves the relevant challenge.

Participants are invited to ask questions, and engage in a discussion of the challenges, risks and opportunities presented by each new design.

SESSION 2 | The future is here: Evolving the Legal Ecosystem

SESSION INTRODUCTION: Evolving legal systems to meet the demands of a changing world

In today’s fast-changing global environment, legal systems face increasing pressure to adapt and modernize. From shifting client expectations to regulatory complexities and disruptive technologies, the demands on legal institutions and frameworks have never been greater. This workshop session will explore how legal systems—whether in practice, policy, or technology—are evolving to meet these challenges and seize new opportunities. Participants will share insights and discuss strategies for driving change, fostering collaboration, and building more resilient legal ecosystems.

Modernizing Legal Processes: How technology and process re-engineering are reshaping legal workflows and improving outcomes for clients and stakeholders.
Regulatory Agility: Strategies for adapting to emerging legal and compliance requirements in a rapidly evolving landscape.
Balancing Innovation with Risk: Understanding the interplay between innovation and risk in modern legal frameworks.
Cross-Border Collaboration: The importance of international cooperation and knowledge-sharing to navigate increasingly complex legal environments.
Building Resilient Legal Ecosystems: Developing systems that can withstand disruption and support long-term success.

SPONSOR PRESENTATION

WORKING GROUP ACTIVITY

GROUP DISCUSSION

Each group presents its strategy, and explains how it solves the challenge.

Participants are invited to ask questions, and engage in a discussion of the challenges, risks and opportunities presented by each new design.

SESSION 3 | The talent crunch: challenges + opportunities in a dynamic legal ecosystem

SESSION INTRODUCTION: Navigating the legal talent crunch

As the demand for specialized legal services grows and the job market evolves, law firms and legal departments must adopt innovative strategies to attract, develop, and retain top talent.

This presentation will explore best practices, trends, and strategies for effectively hiring and retaining legal talent in today’s competitive environment.

Generational shifts: Understanding the preferences and values of younger lawyers
The career lattice: Embracing non-traditional career paths
Professional development + training: Offering continuous learning opportunities and clear pathways to leadership roles
Remote and hybrid work models: How flexibility in work arrangements is reshaping retention.
DEI: fostering an inclusive culture and embracing differing perspectives

SPONSOR PRESENTATION – Innovative approaches to talent acquisition, development, and retention

Today’s ever-evolving legal landscape, changing client needs, and technological advancements demand that law firms adopt innovative strategies to attract, nurture, and retain the best professionals.

This presentation from our event partner will explore how firms and legal departments can leverage AI and data analytics in recruitment and retention strategies.

WORKING GROUP ACTIVITY

Challenge: Design a talent strategy to attract, retain, and develop future legal professionals.

GROUP DISCUSSION

Each group presents its strategy, and explains how it solves the challenge.

Participants are invited to ask questions, and engage in a discussion of the challenges, risks and opportunities presented by each new design.

The Legal Innovation Forum Vancouver 2024

Law Society of BC: This program is accredited for 7 hours of CPD

OVERVIEW

The Legal Innovation Forum will host its second forum in Vancouver on November 20th, 2024.

This year’s full-day forum is centered on its unifying theme: Forging new directions in rapidly evolving legal ecosystem

The legal ecosystem is encountering a myriad of transformational shifts: the rapid rise of generative AI and other technologies, a generational shift in sector leadership, challenges to long-standing business models and navigating increasing complexity and risks – not only in the sector but also the broader economy.

To identify the opportunities – and mitigate evolving risks – the sector is embracing innovative approaches underpinned by leadership, fresh approaches and collaboration amongst sectoral practitioners (law firms, legal departments and third party partners).

The purpose of this year’s forum is to shine a light on the dynamics at play at the intersection of business, innovation and law, and to provide examples of how leadership and collaboration within the legal ecosystem are helping to deliver value and sustain and drive change.

PURPOSE OF FORUM

Review key sectoral drivers and trends at play for organizations in the region and what it means for the legal ecosystem that supports them.
Provide a platform for practitioners to take stock of the emerging innovation story and what it looks like on the ground.
Look at best practices in law firms, legal departments and their third-party partners when it comes to leveraging people, process and technology to deliver results.
Create a network of leading legal innovators to share knowledge and experiences to help drive change in their legal ecosystem and the organizations they support.

Themes

On the ground with Generative AI – how is Generative AI transforming the legal landscape + the wider business ecosystem
Leading at the intersection of business and law – how are legal leaders helping to drive BC’s economic innovation story?
The human equation – attracting, retaining and developing talent and navigating generational shifts
BC’s legal innovation story – what does bill 21 mean for legal services?
Strategy + Operations – how legal operations is catalyzing change and delivering value
Mastering digital risk – navigating a complex digital risk landscape
The new business of law – new models, entrants and agents of change

STRUCTURE

Full-day event held in Vancouver: November 20th, 2024
175 high level decision makers from legal departments and law firms
8 panel discussions / presentations focused on key topics related to the intersection of business + law
Location: Paradox Hotel, 1161 West Georgia St, Vancouver, V6E 0C6

Who’s attending

Legal Departments: General Counsel, Associate/Assistant General Counsel, Legal Operations

Law Firms: Heads of Innovation/Knowledge Management, Senior Partners, COO, CIO, Chief Client Officers

Tickets
- In-House Counsel: Limited Free Tickets Available (then $199)
- Law Firms: $449 (Early bird, then $499)
- Legal Sector Service Providers: $499 (Early bird, then $549)

Tables of eight are available for purchase.
Located in a premium location at the conference, a table offers convenience, flexibility and a significant cost discount on a per delegate basis. For more information contact andrew@adbinsights.com

** For sponsorship opportunities, please contact Andrew Bowyer on: andrew@adbinsights.com or click on the button below in “Our Sponsors” section**

General counsel, MEC

Chief legal officer, BCI

VP, legal, Canfor

Sr. Director of legal operations, Microsoft

Director of operations and technology enablement, TELUS

Senior regulatory legal counsel, TELUS

General counsel, Tipalti

Director of AI, PwC

Senior manager, artificial intelligence solutions, Fasken

Founder + CEO, ADB Insights (The Legal Innovation Forum)

Partner, DLA Piper

PwC

Professional liability practice leader, Purves Redmond Limited

National client relationship ambassador + group head, ESG + sustainability, McMillan

Director, legal talent, Lawson Lundell

CEO, Alexa Translations

Senior sales manager, LexisNexis

Founder, Bridging Legal Solutions

Privacy + employment partner, Lawson Lundell

Director, legal personnel + professional development, Blake, Cassels & Graydon

Co-Founder, MinuteBox

Legal talent director, Norton Rose Fulbright

Attorney, account executive, Clearbrief

Chief executive officer, Triage Data Solutions

Director, corporate legal, GeoComply

Program

8.20 - 8.50 am | REGISTRATION & NETWORKING BREAKFAST

8.50 - 9.00 am | WELCOME TO THE FORUM

9.00 - 9.50 am | On the ground with Generative AI - how is Generative AI transforming the legal landscape + the wider business ecosystem?

While generative artificial intelligence continues upending business models around the world and across sectors, it can also be viewed as a valuable tool to support both the business and practice of law.

Firms and legal departments are scrambling to prepare for both the disruption – and the potential opportunities – that will emerge as GenAI rapidly evolves.

Learn what the legal ecosystem needs to do to prepare, and how to take advantage of GenAI.

How should firms and legal departments be preparing for the rise and evolution of GenAI? (data readiness, pricing models, HR processes, mentorship, etc)
How can firms help their clients prepare for the new landscape to ensure a smooth transition?
Generative AI as a catalyst for collaboration in the legal ecosystem.

Co-Founder, Catylex

Associate dean for research + intellectual life, Albany Law School

10.05 - 10.45 | FIRESIDE CHAT: ESTABLISHING THE GOAL OF A fi’S LEGAL DEPARTMENT

In conversation with:

Co-Founder, Catylex

Associate dean for research + intellectual life, Albany Law School

10.45 - 11.10 | INTRO TO BREAKOUT SESSIONS - DETAILS + THEIR WHY

Cover the objective and goals of the breakout sessions
Overview of the Bridgewater 5-Step process
Review of the contemporary challenges

Working groups of 7: in-house lawyers + sponsors

11.10 - 12.25 | BREAKOUT SESSION 1 - (goals + problems)

Here we will focus on two areas: optimal operating structures for FI legal departments (goals) + the areas that are holding them back from these optimal states (problems).

We will look at problems in the context of contemporary challenges faced by financial institutions outlined below. Groups will select two challenges to address and identify goals to solve them and problems holding them from these goals.

Contemporary challenges faced by FIs (Each group will choose 2)

Credit crisis + counterparty default
Managing emerging domestic + international regulations
Regulatory inquiry
Black Swan events
Cybersecurity breach
Others as decided independently by groups

Key principles to consider (Goals):

Prioritize: While you can have virtually anything you want, you can’t have everything you want
Never rule out a goal because you think it’s unattainable
Remember that great expectations create great capabilities

Key principles to consider (Problems):

Be specific in identifying your problems
Don’t mistake a cause of a problem with the real problem
Distinguish big problems from small ones
Once you identify a problem, don’t tolerate it

12.25 - 1.15 | NETWORKING LUNCH

1.15 - 2.05| RECAP OF BREAKOUT 1 + OVERALL GROUP DISCUSSION (DIAGNOSIS)

Here we will prompt a group discussion of the outcome of the mornings sessions. We will identify (diagnose) key problems faced by financial institutions in the face of the contemporary challenges the groups have focused on.

Defining the core problems: What was learned, key themes across group, interesting patterns and outliers

Key principles to consider (diagnosis):

Focus on the “what is” before deciding “what to do about it.”
Distinguish proximate causes from root causes
Recognize that knowing what someone (including you) is like will tell you what you can expect from them

2.05 - 3.20 | breakout session 2 (design)

Here our participants will work in groups to design approaches to the key challenges identified in the morning sessions. The objective is to create working prototypes to core challenges faced by legal departments centered around applying novel approaches to managing people, process and technologies to deliver results.

Key principles to consider (Design):

Think about your problem as a set of outcomes produced by a machine
Think of your plan as being like a movie script in that you visualize who will do what through time
Write down your plan for everyone to see and to measure your progress against

3.20 - 3.40 |NETWORKING BREAK

3.40 - 4.40 | breakout session 3 (design PROTOTYPE PRESENTATIONS + DOING)

Each group will present their prototypes to the broader group. The facilitators will then select 2 and plan to report back within 60 days to the group on firm plans to focus on doing.

Key principles to consider (Doing):

Great planners who don’t execute their plans go nowhere
Good work habits are vastly underrated
Establish clear metrics to make certain that you are following your plan

4.40 - 6.00 FORUM CLOSE + DRINKS RECEPTION

OUR Sponsors

FOUNDING PARTNER

GLOBAL STRATEGIC PARTNER

The Legal Innovation Forum Toronto 2024

Toronto-Skyline-taken-from-plane-with-islands-in-the-distance-desktop

Law Society of Ontario: This program contains 7 hours of Professionalism Content.

OVERVIEW

The Legal Innovation Forum is returning to Toronto with its premier, national event on May 15, 2024.

This year’s forum is centered on its unifying theme:
Forging new directions in a rapidly evolving legal ecosystem

The legal ecosystem is encountering a myriad of transformational shifts: the rapid rise of generative AI and other technologies, a generational shift in sector leadership, challenges to long-standing business models and increasing complexity and risks – not only in the sector but also the broader economy.

To identify the opportunities – and mitigate evolving risks – the sector is embracing innovative approaches unpinned by leadership, fresh approaches and collaboration amongst sectoral practitioners (law firms, legal departments and third party partners).

The purpose of this year’s forum is to shine a light on the dynamics at play in the legal ecosystem when it comes to the intersection of business, innovation and law, and to provide examples of how leadership and collaboration within the ecosystem are helping to deliver value and sustain and drive change.

PARTNER CURATION

Review key sectoral drivers and trends at play for organizations in Canada and what they mean for the legal ecosystem that supports them.
Provide a platform for practitioners to take stock of the emerging innovation story, what it looks like on the ground and how it ties into the broader business context.
Look at best practices in law firms, legal departments and their third-party partners when it comes to leveraging people, processes and technology to deliver results.
Create a network of leading legal innovators to share knowledge and experiences to help drive change in their legal ecosystem and the organizations they support.

Themes

Leading at the intersection of business and law – how are legal leaders helping to drive Canada’s economic innovation story?

On the ground with Generative AI – how is Generative AI transforming the legal landscape + the wider business ecosystem

Strategy + Operations – how legal departments are focusing on strategy to catalyze operational change and deliver value for their enterprises

The new business of law – new models, entrants and agents of change

LegalTech InFocus – A series of elevator pitches by leading technology providers on applicable use cases of their platforms for practitioners

The human equation – attracting, retaining and developing talent and navigating generational shifts

Delivering Value – leveraging contracts to drive your organization’s bottom line

Mastering digital risk – navigating a complex digital risk landscape

STRUCTURE

Full-day event held in Toronto: May 15, 2024
250 high level decision makers from legal departments, law firms + 3rd party partners from across Canada, the US and abroad
Discussions and presentations focused on key topics for law firms and legal departments related to the intersection of business + law
Location:
Lennox Hall
77 Adelaide St. West
First Canadian Place, Suite 350
Toronto

Who’s attending

Legal Departments: General Counsel, Associate/Assistant General Counsel, Legal Operations
Law Firms: Heads of Innovation/Knowledge Management, Senior Partners, COO, CIO, Chief Client Officers
Tickets:
In-house Counsel: Limited Free Passes
Law Firms: $499 (early bird)
Vendors: $549 (early bird)

Meet our speakers

Senior Vice-President & General Counsel, Sun Life

Chief Legal Officer and Corporate Secretary, Interac Corp

VP, Legal & Corporate Affairs, Kraft Heinz

General Counsel, IBM

AVP, Shared Services, General Counsel & Corporate Secretary, Honda & Honda Financial Services

SVP, Legal General Counsel & Corporate Security, Descarts Systems Group

Senior Vice-President, Group Head of Legal & Business Affairs and Corporate Secretary, TMX Group

Head of Law, Compliance and Government Relations Strategy and Operations, Manulife

Chief Legal Officer, Cboe Canada

General Counsel and Corporate Secretary, WorkSafeNB

General Counsel & Corporate Secretary, CIRO

AVP, Legal Knowledge Management, Education, Technology and Transformation, TD

Director, Legal Operations and Reporting, Sun Life

VP & Associate General Counsel, OPTrust

Partner and Head of Technology, Co-Chair Cybersecurity and data privacy, Norton Rose Fulbright

Chief Legal Talent Officer, Bennett Jones

Senior Director of Innovation and Knowledge Management, Davies

Chief Executive Officer, Clarilis

Chief Knowledge & Innovation Officer, BLG

Managing Director, Technology - Digital Insights & Risk Management, FTI Consulting

Chief Operating & Information Officer, BLG

Managing Partner, Simplex Legal

Leadership Coach & Consultant

Director, Legal Business Solutions, PwC

Head of AI Legal Drafting, Filevine

Legal Business Solutions, NewLaw, Senior Manager, PwC

Head of Product, LexisNexis Canada

Co-Founder & CEO, Catylex

Chief Executive Officer, ClearyX

Attorney, Legal Technologist, iManage

Chief Executive Officer, Alexa Translations

Founder & CEO, Legal Innovation Forum

THEMES + AGENDA

REGISTRATION & NETWORKING BREAKFAST 8:00-8:40

8.45 - 9.30 | LEADING AT THE INTERSECTION OF BUSINESS AND LAW - HOW ARE LEGAL LEADERS HELPING TO DRIVE CANADA’S ECONOMIC INNOVATION STORY?

In a complex operating environment, leadership plays a critical role in helping guide organizations’ requirements to balance risk management as well as growth. Areas such as corporate governance and ESG, privacy, compliance and having flexible organizational strategies are all at the top of the corporate agenda.

On this panel, our speakers – general counsel and chief legal officers from leading organizations – will look at how their roles are evolving in terms of the challenges they are facing and opportunities stemming from them, how they are aligning their teams and how they are acting as agents of change.

Topics covered will include:

· How is Canada’s economic innovation story evolving and what role do legal leaders play in driving its future?

· Key drivers and trends facing leaders (legal and others) in a complex operating environment.

· How are legal departments and the organizations they work alongside evolving their strategies, what key legal challenges are they addressing and how are they engaging with the wider ecosystem to both manage risk and drive innovation and growth?

Senior Vice-President, Group Head of Legal & Business Affairs and Corporate Secretary, TMX Group

Senior Vice-President & General Counsel, Sun Life

VP, Legal & Corporate Affairs, Kraft Heinz

AVP, General Counsel & Corporate Secretary, Honda & Honda Financial Services

CHAIR

Founder, The Legal Innovation Forum

9.35 - 10.20 | On the ground with Generative AI - how is Generative AI transforming the legal landscape + the wider business ecosystem

While generative artificial intelligence continues upending business models around the world and across sectors, it can also be viewed as a valuable tool to support both the business and practice of law.
Firms and legal departments are scrambling to prepare for both the disruption – and the potential opportunities – that will emerge as GenAI rapidly evolves.

Learn what the legal ecosystem needs to do to prepare, and how to take advantage of GenAI.

How should firms and legal departments be preparing for the rise and evolution of GenAI? (data readiness, pricing models, HR processes, mentorship, etc)
How can firms help their clients prepare for the new landscape to ensure a smooth transition?
Generative AI as a catalyst for collaboration in the legal ecosystem.

Chief Knowledge & Innovation Officer, BLG

Senior Director Innovation & Knowledge Management, Davies

General Counsel, IBM

Head of Product, LexisNexis Canada

Head of AI Legal Drafting, Filevine

CHAIR

Attorney, Legal Technologist, iManage

10.20 - 10.35 | LEGAL INNOVATION IN FOCUS: ELEVATOR PITCH SESSION 1

Investing in innovative legal technology and services has become increasingly essential for forward-thinking law firms and legal departments, allowing them to redefine the ways in which their services are delivered and how they deliver value to their clients.

As workloads grow heavier, new risks emerge and budgets grow tighter, capitalizing on technology solutions (underpinned by advanced approaches to people, process + technology) drive business outcomes is more important than ever.

Throughout the day each of the forum’s key partners will have 7 minute elevator pitches outlining a key area where they are delivering value for the legal ecosystem. The purpose is to highlight ways in which sector service providers can help their clients deliver results.

10.35 - 10.55 | BREAK

10.55 - 11.40 | Strategy + Operations - how legal departments are focusing on strategy to catalyze operational change and deliver value for their enterprises

Delivering high-quality legal services at a lower cost is something all legal departments strive to achieve. In-house teams increasingly find themselves swamped with operational activities which leave little time for focus on strategic work, so they seek legal operations professionals to foster change.

Legal ops professionals are changing the way in-house teams function by introducing innovative solutions to allow them to serve the business more efficiently. This is having a broader effect on the legal sector as a whole – enabling a more structured approach to how external providers (law firms, ALSPs, technology providers) deliver services and value.

In this session, legal department leaders will share practical tips for incorporating legal ops into your team, and using them effectively to drive value to the business.

Best practices for the seamless integration of legal operations to turn your in-house legal department into a value-creator
Financial impact: Making use of legal ops to introduce e-billing systems, forecasting and alternative fee arrangements to reduce costs
Operational benefits: Learn how legal ops teams can focus on matters such as data analytics and metrics, contract management and staffing to keep the department running smoothly
How legal ops can work with the general counsel to create yearly goals and KPIs for the department
How legal operations is acting as a catalyst and creating a playbook for innovation across the legal sector

General Counsel and Corporate Secretary, WorkSafeNB

Head of Law, Compliance and Government Relations Strategy and Operations, Manulife

Director, Legal Operations and Reporting, Sun Life

VP & Associate General Counsel, OPTrust

Chair

Legal Business Solutions, NewLaw & Senior Manager, PwC

11.40 - 12.25 | Mastering digital risk - navigating a complex digital risk landscape

Canadian businesses are facing a new era of digital risk as emerging technologies increase fears of cyber crime, intellectual property theft, ransomware, phishing attacks and reputational threats through social media, to name but a few.

Law firms and legal departments must engage with IT and HR professionals to formulate an effective digital strategy to protect the business as organizations increasingly look to digitize their operations.

Discover how to best prepare for emerging risks – and how to take advantage of the digital environment to seize opportunities for innovation and growth.

Building an effective cybersecurity plan across the entire enterprise to minimize risk against increasingly sophisticated attacks, and to ensure a swift response in the event of an attack
Putting robust security measures in place to protect the organization from data breaches
Seizing opportunities for innovation and business growth by leveraging new technologies in the digital era, while safeguarding the business from risks
Navigating the ethical and regulatory landscape associated with emerging digital technologies

SVP Legal, General Counsel & Corporate Secretary, Descartes Systems Group

Managing Director, Technology - Digital Insights & Risk Management, FTI Consulting

Chief Legal Officer, Cboe Canada

Partner and Head of Technology, Co-Chair Cybersecurity and data privacy, Norton Rose Fulbright

Chair

Chief Executive Officer, Alexa Translations

12.25 - 12.30 |LEGAL INNOVATION IN FOCUS: ELEVATOR PITCH SESSION 2

James Quinn, Co-Founder +CEO, Clarilis

12.30 - 1.20 |LUNCH

1.20 - 2.05 | The human equation - attracting, retaining and developing talent and navigating generational shifts

As businesses and law firms face a wealth of transformational shifts in 2024, retaining and attracting the next generation of talent presents many challenges as well as opportunities. Embracing the values and perspectives of each generation is critical to firm and corporate culture as well as for the bottom line.

This session explores the generational shifts and hiring obstacles that are shaping the role of legal leaders, offers insights to best practices to address these shifts and will look at how legal professionals are embracing the concept of the career lattice instead of the career ladder.

Overcoming roadblocks to attracting and retaining talent: understanding the unique work styles and preferences of each generation
The DEI factor: What drivers do legal leaders need to consider as they strive to build a team with diverse experiences and perspectives?
Aligning with the generational shift in leadership by challenging long standing business models
The career lattice trumps the career ladder – how are legal professionals embarking on new and innovative career paths?

Chief Legal Officer and Corporate Secretary, Interac Corp

General Counsel & Corporate Secretary, CIRO

Chief Legal Talent Officer, Bennett Jones

Chair

Leadership Coach & Consultant

2.05 - 2.20 | LEGAL INNOVATION IN FOCUS: ELEVATOR PITCH SESSION 3

2.25 - 3.05 |Delivering Value - leveraging contracts to drive your organization’s bottom line

An effective contract management system will not only minimize risk and improve compliance and visibility, but it will maximize value for the business or firm by reducing time and costs in the rapidly evolving legal landscape.

The increasing role of AI and machine learning in contract management and analytics is helping legal departments to deliver insights from contract data which can drive business decisions and provide significant value.

This session will explore emerging contract management trends of 2024 and offer insights for leveraging contracts to drive revenue for the business.

Best practices for making your contract management system more efficient to streamline processes and deliver value
Taking advantage of the next wave of emerging AI-enabled contract management software
Risk management: Using automation to reduce the risk of human error and ensure consistency in documentation
Analytics: Identifying opportunities by extracting contract data to inform revenue-building business decisions

Co-Founder & CEO, Catylex

AVP, Legal Knowledge Management, Education, Technology and Transformation, TD

Director, Legal Business Solutions, PwC

Chair

Founder, The Legal Innovation Forum

3.05 - 3.25 | AFTERNOON NETWORKING BREAK

3.25 - 3.40 | LEGAL INNOVATION IN FOCUS: ELEVATOR PITCH SESSION 4

3.45 - 4.35 | The new business of law - new models, entrants and agents of change

As competition grows fiercer with the threat of new market entrants, the legal industry continues to shift and reinvent itself in line with societal changes and client demands.

The evolving business landscape has created new priorities for the legal sector, generating a rise in alternative business models that allow for flexibility and remote or hybrid work.

Legal experts will discuss the evolution of an industry that strives to adapt and thrive in line with a rapidly changing business world – and the risk associated with such changes.

The shifting legal landscape: Preparing for the rapid rise of new technology, AI, globalization, and an increased focus on mental health, all of which will fundamentally change the practice of law
Being a change agent: How to catalyze change in your organization through innovative solutions to benefit the business
Preparing for new market entrants: Staying ahead of the curve to avoid being derailed by new models joining the market
Risk management in the new era: Mitigating risk that inevitably arises from new business models, without stifling innovation

Chief Operating & Information Officer, BLG

Chief Executive Officer, ClearyX

Managing Partner, Simplex Legal

Chair

Co-Founder + CEO, Clarilis

4.40 - 5.45 closing remarks + reception