The Legal Innovation Forum + Workshop Toronto 2025 – Day 2

This program is under consideration for professionalism credits by the Law Society of Ontario

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. 

  • Full-day event held at a law firm in Toronto

  • Presentations / fireside chats from sponsors

  • 75-to-80 participants will rotate around four streams on key topics (AI, digital risk, leadership, talent).

  • Participants will be divided into groups of 25. Each group moves through the different streams in turn, working in small groups of six-to-eight for 90 minutes in each stream 

  • Networking lunch and coffee breaks

OUR PARTNERS

PRESENTING SPONSOR

GLOBAL STRATEGIC PARTNER

GOLD SPONSORS

exhibitor sponsor

The Legal Innovation Forum + Workshop Toronto 2025

This program is under consideration for professionalism credits by the Law Society of Ontario

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

Graphic photograph of glass ceiling with many metal bars insersecting in a futuristic style desktop

OUR PARTNERS

PRESENTING SPONSOR

GLOBAL STRATEGIC PARTNER

GOLD SPONSORS

exhibitor sponsor

Discussion Themes

DAY 1 (Full Day Forum) – JUNE 4th 8.30 am – 5.00 pm:

  • 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

  • Protecting the business in the digital age: navigating the growing digital risk landscape

  • 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

THEMES + AGENDA

The Business of Artificial Intelligence: How is AI giving law firms and legal departments a competitive edge?

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

Transforming the Legal Landscape: Navigating Innovation and Change in a Rapidly Evolving Ecosystem

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 and trends influencing the shifting dynamics of the legal space

  • Decoding innovation: Understanding new business models shaping the legal industry

  • The tech revolution: Leveraging technology in the new legal landscape

  • Bridging the gap: How are generational shifts reshaping the legal landscape?

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?

Protecting the Business in the Digital Age: Navigating the Growing Digital Risk Landscape

In today’s hyper-connected world, privacy and digital risk have become critical concerns for businesses. With the rise of cyber threats, data breaches, and emerging technologies presenting new vulnerabilities, protecting sensitive information has never been more challenging. 

Legal departments – and other business areas – are navigating a complex web of regulations, while also addressing growing consumer demands for data transparency and accountability. 

In this critical session, you will learn how effective management of digital risk requires a multi-faceted approach, including robust cybersecurity measures, regular risk assessments, employee training, and a strong governance framework.

  • Creating and implementing privacy policies and ensuring compliance with global privacy laws 

  • Developing a robust cybersecurity strategy – and an incident response plan

  • Seizing opportunities for innovation and business growth by leveraging new technologies in the digital era, while safeguarding the business from risks

  • Educating employees and leadership teams on data privacy regulations, cybersecurity risks, and best practices for compliance

  • Where does the buck stop? The role of legal as quarterback in mitigating digital risks in an organization

The Talent Crunch: Challenges and Opportunities in an Evolving Legal Ecosystem

The legal industry is facing significant challenges in attracting and retaining top talent amid generational shifts, evolving workplace dynamics, and differing perspectives among internal and external stakeholders.  

Remote and hybrid work models have increased competition for talent across geographic boundaries, while younger legal professionals are increasingly prioritizing work-life balance and opportunities for growth, prompting a shift away from traditional career paths in law. 

Discover how firms and legal departments can position themselves as attractive employers by fostering an inclusive culture and seeking opportunities for innovation as they embrace the generational shift.

  • The multigenerational law firm: Understanding the unique work styles and preferences of each generation 

  • Overcoming roadblocks to attracting and retaining talent

  • Workplace culture in a hybrid world: Evolving workplace norms and values

  • 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: how are legal professionals embarking on new and innovative career paths?

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

Fireside Chat: The Future is Here - How is the Legal Ecosystem Evolving in North America and Beyond?

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

CARLA SWANSBURG Chief Executive Officer, ClearyX
Carla Swansburg

Being an Innovative Leader: How are General Counsel Adding Value to the Business in a Risk On World?

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

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

Critical Minerals Forum Toronto 2025

Toronto City Skyline at dawn

June 18th, 2025

Energy Roundtable Logo
Photograph of a cave filled with orange sands.

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 + Manhattan
  • A minimum of 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.

Our Sponsors

Toronto Host

TMX Black Logo

Themes + Agenda

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?

SPEAKERS COMING SOON

Panel 2: Leveraging Canada’s supply chain for economic opportunities across the border
  • Advanced infrastructure: Canada’s well-developed transportation, energy, and processing facilities support efficient mineral extraction and export to US markets
  • The processing opportunity: Canada is uniquely situated to capture the value chain associated with metals and critical minerals. This includes midstream processing, refining and downstream utilization in areas such as battery production.
  • Skilled workforce: Canada offers an advanced labor force supported by educational programs in mining, engineering, and clean technology
  • Proximity to US manufacturing hubs ensures a fast and cost-effective flow of critical minerals 
  • Canada’s strong, stable regulatory environment protects investors and ensures ethical sourcing and supply chains

SPEAKERS COMING SOON

Panel 3: Indigenous partnerships: Creating economic opportunities and lowering regulatory and capital risk through collaboration
  • Best practices for working with Indigenous partners to expedite mining projects and facilitate reconciliation
  • Fast-tracking regulatory approvals: The Canadian government prioritizes Indigenous partnerships in resource development
  • Financial benefits: Investors working with Indigenous groups may qualify for grants, tax incentives, and funding programs, lowering capital risk

SPEAKERS COMING SOON

Panel 4: Cross-border relationships: Canada’s relationship with the US and other allies amid current trade tensions
  • Geographical advantage: Shorter transportation distances reduce costs and delivery times, and eliminate reliance on complex global shipping routes
  • Well-developed rail, road, and port infrastructure ensures smooth logistics and minimal disruption in transportation
  • Focusing on trading partnerships to help mitigate reliance on strategic competitors such as China

SPEAKERS COMING SOON

Panel 5: Available capital: Matching capital with opportunity
  • Leveraging the opportunity to capitalize on a secure and resource-rich environment and value-added supply chain in Canada
  • How US 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 US capital to strengthen North American energy and manufacturing independence

SPEAKERS COMING SOON

Vancouver Legal Innovation Forum 2024

New York Skyline
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**

Jeremy Trickett, chief legal officer, BCI
Jeremy Trickett
LILAC BOSMA, VP, legal, Canfor
Lilac Bosma
Danielle Gifford ,Director of AI, PwC
Danielle Gifford
Tahira Manji, Head of legal, Article
Tahira Manji
Michael Elliot, Partner, Rice Harbut Elliott + President, TLABC
Michael Elliot
Junaid Mirza, Global legal tech leadership team - Americas co-lead, PwC
Junaid Mirza
Scott Bleasdell, Chief product + technology officer, Dye & Durham
Scott Bleasdell
Stephanie Hacksel, Founding partner, Hunter West
Stephanie Hacksel
Sean Bernstein, Co-Founder, MinuteBox
Sean Bernstein

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.

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

In conversation with:

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

Toronto The Legal Innovation Forum 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.
Montreal Park

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

SACHA FRASER General Counsel, IBM
SACHA FRASER
DAVID ROSEN Co-Founder, Catylex
David Rosen, Co-Founder+CEO, Catylex

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?

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.

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

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

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

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?

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

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

4.40 - 5.45 closing remarks + reception

OUR SPONSORS

PRESENTING SPONSOR

NATIONAL STRATEGIC PARTNER

GOLD sponsorS

breakfast & breaks sponsor

LUNCH sponsor

exhibitor sponsorS

RECEPTION PARTNER

EDUCATION PARTNER

LOGISTICS PARTNER

Montréal LEGAL INNOVATION FORUM 2024

Montreal Skyline

Inscription
Conseillers juridiques d’entreprise : Billets offerts gratuitement
Cabinets d’avocats : 349 $
Fournisseurs de services : 449 $

Montreal Street with houses

APERÇU

Le deuxième Legal Innovation Forum (LIF) aura lieu à Montréal le 27 mars en après-midi.

L’édition de cette année est centrée sur le thème fédérateur: Définir de nouvelles voies à suivre dans un écosystème juridique en pleine évolution.

Une myriade de changements importants se produisent actuellement dans l’écosystème juridique. L’IA générative et les autres technologies de pointe sont en plein essor. Une nouvelle génération de leaders est en train de prendre le relais. Les modèles d’affaires de longue date sont remis en question. Le niveau de complexité et de risque ne cesse de croître, non seulement dans le secteur juridique, mais aussi au niveau de l’économie en général, engendrant de nouveaux défis à relever.

Dans le but de relever les opportunités et d’atténuer les risques émergents, on adopte des approches révolutionnaires axées sur le leadership, l’innovation et la collaboration entre les spécialistes du secteur (cabinets d’avocats, services juridiques et partenaires tiers).

Le congrès de cette année a pour but de mettre en lumière les dynamiques en jeu dans l’écosystème juridique lorsque l’innovation jaillit au carrefour des affaires et du droit. Il présentera également des exemples de leadership et de collaboration contribuant à créer de la valeur et à stimuler un changement durable.

OBJECTIF DU CONGRÈS

  • Passer en revue les principales dynamiques et tendances sectorielles en jeu pour les organisations de la région et leur implication pour l’écosystème juridique qui les sous-tend.
  • Fournir aux praticiens une plateforme qui fait le point sur les innovations émergentes et sur leurs applications concrètes.
  • Examiner les pratiques exemplaires des cabinets d’avocats, des services juridiques et de leurs tiers partenaires quant à la mise à contribution des personnes, des processus et de la technologie pour obtenir des résultats.
  • Mettre en place un réseau d’innovateurs juridiques de premier plan permettant la mutualisation des connaissances et des expériences afin de stimuler le progrès de leur écosystème juridique et au sein des organisations auxquelles ils apportent leur soutien.
Montreal Park

Themes

Le leadership au carrefour des affaires et du droit : façons dont les dirigeants contribuent à l’innovation économique au Québec

IA générative : façons dont l’IA contribue à la transformation de l’innovation juridique et de l’écosystème des affaires en général

L’équation humaine : attirer, retenir et perfectionner les talents, et s’y retrouver dans le changement générationnel.

Stratégie et opérations : façons dont les opérations juridiques catalysent le changement et créent de la valeur ajoutée dans l’écosystème juridique

Maîtriser le risque numérique : la gestion d’enjeux numériques émergents dans un contexte opérationnel complexe

STRUCTURE

  • Événement d’une demi-journée (dans l’après-midi) à Montréal : Le 27 mars 2024
  • 125 décideurs de haut niveau de services juridiques et de cabinets d’avocats situés au Québec
  • 4 tables rondes et des causeries sur des sujets clés pour les cabinets d’avocats et les services juridiques concernant la relation entre le milieu des affaires et le milieu du droit

qui peut y assister

  • Services juridiques : Avocat·e général·e, avocat·e général·e associé·e/adjoint·e, responsable des affaires juridiques
  • Cabinets d’avocats : Chef·fe de l’innovation ou de la gestion du savoir, associé·e principal·e, chef·fe de l’exploitation, chef·fe de l’information, chef·fe du service à la clientèle
  • INSCRIPTION
    • CONSEILLERS JURIDIQUES D’ENTREPRISE : ENTRÉE GRATUITE
    • CABINETS D’AVOCATS : 349 $
    • FOURNISSEURS DE SERVICES : 499 $

PRÉSENTATION DES CONFÉRENCIERS/ CONFÉRENCIÈRES

EMMANUELLE-DEMERS ASSOCIÉE, BENNETT JONES
EMMANUELLE-DEMERS

THèMES et programme

INSCRIPTION ET BUFFET DU MIDI (de 12 h à 12 h 50)

ALLOCUTION PRÉLIMINAIRE (de 12 h 50 à 13 h)

Dans un environnement organisationnel complexe, un leadership éclairé est nécessaire pour aider les organisations à gérer le risque et la croissance sans perdre l’équilibre. La gouvernance d’entreprise et les autres principes ESG, la protection des renseignements personnels, la conformité aux cadres réglementaires et les stratégies organisationnelles souples se retrouvent ainsi à l’ordre du jour.

Dans le cadre de cette discussion, des chefs de file du domaine juridique travaillant au sein d’organisations québécoises de renom aborderont l’évolution de leurs fonctions avec les défis et les possibilités connexes, les directives qu’ils donnent à leurs équipes et le rôle qu’ils jouent en tant qu’acteurs du changement.

La discussion portera sur les aspects suivants, entre autres :

  • Comment l’innovation économique évolue-t-elle au Québec et quel rôle les chefs de file du secteur juridique joueront-ils dans son avenir?
  • Quels sont les facteurs clés et les principales tendances dont les chefs de file du domaine juridique et des autres secteurs doivent tenir compte pour s’y retrouver dans un environnement organisationnel complexe?
  • Quelles sont les mesures que les services juridiques et les organisations qu’ils servent prennent pour transformer leurs stratégies? Quels sont les principaux défis juridiques qu’ils doivent relever et comment interagissent-ils avec l’écosystème dans son ensemble afin de gérer les risques et de stimuler l’innovation et la croissance?

IA générative - façons dont l’IA contribue à la transformation de l’innovation juridique et de l’écosystème des affaires en général (DE 13 H 55 À 14 H 30)

DESCRIPTION À VENIR

L’équation humaine - attirer, retenir et perfectionner les talents, et s’y retrouver dans les changements générationnels. (DE 14 H 35 À 15 H 25)

Les entreprises du secteur juridique et les cabinets d’avocats font face à une foule de changements importants en 2024. Dans ce contexte, le recrutement et le maintien en poste de jeunes talents présentent de nombreux défis, mais aussi d’importantes possibilités. Les entreprises doivent apprendre à adopter les valeurs et les points de vue des nouvelles générations – la qualité de leur culture organisationnelle et leurs résultats en dépendent.

Dans le cadre de cette séance, on abordera l’incidence de l’émergence des nouvelles générations et des obstacles à l’embauche connexes sur le rôle des chefs de file du domaine juridique. On présentera également des idées de pratiques exemplaires visant à faire face à ces transformations. Enfin, on se penchera sur le concept du « réseau de carrière » qui supplante de plus en plus le cheminement de carrière traditionnel dans le secteur juridique.

  • Surmonter les obstacles au recrutement et au maintien en poste des talents : comprendre les préférences de travail uniques de chaque génération
  • Le facteur DÉI : quels aspects les chefs de file du domaine juridique doivent-ils prendre en compte pour former des équipes constituées de personnes de tous horizons ayant différents points de vue?
  • Laisser une nouvelle génération de leaders prendre le relais en remettant en question des modèles d’affaires de longue date
  • Le cheminement de carrière n’est plus une échelle, mais bien un réseau : quels sont les nouveaux parcours professionnels intéressants qui s’ouvrent aux spécialistes du droit?

PAUSE (de 15 h 25 à 15 h 45)

Stratégie et opérations : façons dont les opérations juridiques catalysent le changement et créent de la valeur ajoutée dans l’écosystème juridique (DE 15 H 45 À 16 H 35)

Tous les services juridiques cherchent à offrir un apport de qualité à moindre coût. Débordés de travail lié aux activités opérationnelles qui laisse peu de temps pour les initiatives stratégiques, les services juridiques des entreprises font de plus en plus souvent appel à des spécialistes des opérations juridiques pour favoriser le changement.

Ces spécialistes élaborent des solutions novatrices visant à accroître radicalement l’efficacité des activités des services juridiques d’entreprise. À l’échelle du secteur juridique, cette tendance entraîne la mise sur pied de démarches structurées permettant aux fournisseurs externes (cabinets d’avocats, prestataires de services juridiques approuvés, fournisseurs de technologie) d’offrir des services à valeur ajoutée supérieure.

Au cours de cette séance, des chefs des services juridiques vous feront part de conseils pratiques pour intégrer les opérations juridiques aux activités de votre équipe et les utiliser efficacement de manière à créer de la valeur pour votre entreprise.

  • Pratiques exemplaires permettant d’intégrer de façon harmonieuse les opérations juridiques aux activités de votre service juridique d’entreprise afin d’accroître sa valeur ajoutée
  • Effets financiers : mettre à profit les opérations juridiques pour instaurer des systèmes de facturation électronique, des prévisions et de nouveaux arrangements en matière d’honoraires de manière à réduire les coûts.
  • Avantages sur le plan opérationnel : découvrez comment les équipes d’opérations juridiques peuvent veiller au bon fonctionnement de votre service juridique d’entreprise en prenant en main la collecte et l’analyse de données, la gestion des contrats et la dotation.
  • Collaboration entre l’équipe des opérations juridiques et le chef du contentieux afin de créer des objectifs annuels et des indicateurs de rendement clés pour le service juridique.
  • Rôle des opérations juridiques dans la création de stratégies d’innovation à l’échelle du secteur juridique.

Maîtriser le risque numérique : la gestion d'enjeux numériques émergents dans un contexte opérationnel complexe (DE 16 H 40 À 17 H 30)

Dans le sillage de l’entrée en scène de technologies révolutionnaires émergent de nouveaux risques numériques auxquels les entreprises doivent désormais faire face, dont la cybercriminalité, le vol de propriété intellectuelle, les rançongiciels, l’hameçonnage et les atteintes à la réputation sur les médias sociaux. La popularité de l’IA générative ajoute un élément supplémentaire de difficulté à un contexte où la conformité à des règlements complexes et changeants relatifs à la protection des renseignements personnels est indispensable à toute activité commerciale.

Maintenant que de plus en plus d’opérations se font par voie numérique, les cabinets d’avocats et les services juridiques d’entreprise doivent faire appel aux spécialistes des TI et des RH afin de créer des stratégies efficaces qui permettront de protéger l’entreprise tout en favorisant sa croissance.

Durant cette discussion, les aspects suivants seront abordés :

  • Mise en place d’un plan de cybersécurité efficace à l’échelle de l’entreprise dans le but d’offrir une protection contre des cybermenaces toujours plus dangereuses et d’assurer une prompte réaction en cas d’incident
  • S’y retrouver dans le contexte éthique et réglementaire lié aux nouvelles technologies numériques
  • Saisir les occasions d’innovation et de croissance en tirant parti des nouvelles technologies de l’ère numérique tout en protégeant l’entreprise contre les risques

ALLOCUTION DE CLÔTURE ET RÉCEPTION (de 17 h 30 à 18 h 30)

Nos partenaires

PARTENAIRE FONDATEUR

PARTENAIRE STRATÉGIQUE NATIONAL

PARTENAIRE HÔTE

Bennet Jones Logo

COMMANDITAIRES ORS

PARTENAIRES EXPOSANTS

PARTENAIRE EN MATIÈRE DE RÉCEPTION

PARTENAIRE EN MATIÈRE DE FORMATION

partenaire logistique

Legal Innovation Forum Calgary 2023

OVERVIEW

The Legal Innovation Forum is returning to Calgary with a conference on the afternoon of Tuesday, October, 3rd.

This year’s forum is centered on its unifying theme: Leading to drive change and deliver value in an evolving legal ecosystem.

The sector faces numerous headwinds: an uncertain economic climate, emerging risks (digital and analog), pressure to do more with less and ongoing generational shifts.

To address these challenges – and create opportunities from them – the sector is embracing innovative approaches unpinned by leadership 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 Alberta’s legal ecosystem when it comes to the intersection of business and law. And provide examples of how leadership and collaboration within the ecosystem is helping to deliver value and sustain and drive change.

STRUCTURE

  • Half-day event (afternoon) held in Calgary: October, 3rd.
  • Attendees: 100 high level decision makers from legal departments, law firms and sector service providers
  • 5 panel discussions focused on key topics for legal departments and law firms related to the intersection of business + law

purpose & Themes

  • Review key sectoral drivers and trends at play for organizations in the province and what it means for the legal ecosystem that supports them.
  • Provide a platform for practitioners in Alberta to take stock of the emerging innovation story and what it looks like on the ground.
  • Review the latest trends and best practices in legal departments, law firms and their third-party partners when it comes to leveraging people, process and technology to drive innovation and 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

Meet our speakers

SACHA FRASER General Counsel, IBM
SACHA FRASER
GARY KALACI Chief Executive Officer, Alexa Translations
GARY KALACI

CEO at Alexa Translations

JASON MOYSE Legal Business Solutions, NewLaw, Senior Manager, PwC
JASON MOYSE

Senior Manager, Legal Business Solutions, PWC

Andrew Bowyer Founder of Legal Innovation Forum
Andrew Bowyer

Founder & CEO at ADB Insights

THEMES + AGENDA

REGISTRATION & Lunch 12:00-12:50

1:00 - 1:50 pm | How are legal leaders helping to drive Alberta's economic innovation story?

Alberta’s economy is on a tear. Last year, it grew at the second-fastest pace (+5.1%) in the country. Calgary and Edmonton are positioned to be leaders in the energy sector’s transformation; equipped with the right infrastructure as well as talent. By focusing on emerging and high-growth sectors such as renewables, hydrogen, cleantech, as well as the tech sector, Alberta is building a new business ecosystem that will position the province for future success. As Alberta’s economy diversifies, lawyers are at the heart of this boom, helping to develop solutions and approaches to regulatory requirements, venture capital financing and more.

In this session, the panelists will discuss:

  • Opportunities and challenges: how lawyers play a role in breaking down perceived regulatory barriers and pushing innovation forward
  • The business mindset: bringing innovative strategies to business units
  • Building multi-disciplinary legal teams in a time of energy transition

Speakers:

Karen Uehara, VP, Corporate + Corporate Secretary, Enbridge

Leah Dickie, General Counsel, Avenue Living

The Honourable Jason Kenney, Former Premier of Alberta + Senior Advisor, Bennett Jones

Scott Jeffers, Vice President, Legal + Corporate Secretary, TransAlta

Chair: Patrick T. Maguire KC, Vice Chair + Managing Partner, Calgary, Bennett Jones

1:55 - 2:25 pm | Fireside Chat: What does the future of the legal ecosystem look like?

The legal ecosystem is evolving at a rapid pace with a number of key drivers + trends at play, including: the emergence of generative AI; new business models for legal service delivery and the rise of allied professionals in law firms and legal departments.

During this fireside chat our speakers will review what these drivers and trends mean for the legal sector in the near to medium term and what the future of the legal ecosystem looks like.

Speakers

Cain Elliott, Head Legal Futurist, Filevine

Kate Simpson, Chief Knowledge Officer, Bennett Jones

Chair: Andrew Bowyer, Founder, The Legal Innovation Forum

2:30 - 3:20 pm | Mastering change management - how to deliver change in your law firm/legal department

In order to effect change in organizations, effective execution is key. On this panel our speakers – leaders from legal departments + law firms – will review how to define, develop and implement a change management strategy.

Topics covered will include:

  • Foundations of change management in legal departments and law firms. What fundamentals need to be in place for successful change management initiatives to succeed in legal departments and law firms and their wider organizations?
  • Frameworks to approach change management initiatives in your legal department/law firm to drive change in your wider organization.
  • People process and technology. How to build consensus internally, put the right teams in place, enhance processes and apply metrics to change management and using the right technology.
  • Real world examples of effective change management in action. Delivering and iterating on strategy, driving adoption and focusing on the end-user experience. As well as things to avoid to ensure change management initiatives succeed.
  • How is legal operations acting as a catalyst for change in the legal ecosystem?

Speakers:

Arianna Carlotti, Legal Operations + Counsel, CNRL

Gino Scapillati, Vice Chair, Strategy and Innovation, Bennett Jones

Stephen Cooper, General Counsel, Alberta Central

Alex Pearson, General Counsel, Filevine

Chair: Gary Kalaci, Founder + CEO, Alexa Translations

3:25 - 3:40 pm | Networking Break

3:40 - 4:30 pm | LegalTech in 2023: What's changing the game and having the greatest impact for the legal ecosystem?

Technology has always been a key pillar of legal innovation, however recent advances – particularly in generative AI and automation – has placed it at the forefront of the innovation conversation in the sector. Yet the promise of legal technologies’ power to disrupt the sector – and its practitioners’ roles within it – has long been heralded, with mixed results.

On this panel – our participants – leaders from technology companies, law firms and legal departments – will review how evolutions in technology are impacting the legal sector. And what it means for its present and its future.

Points for discussion:

  • What technologies are having the greatest impact on the legal sector and why? Here we’ll look at evolutions in platforms focused on generative AI, automation and collaboration and their impact for practitioners.
  • How are practitioners integrating technology at law firms and legal departments to improve efficiency, client service delivery and drive innovation.
  • Market structure – how are emerging (and existing) technologies promising to shake up the legal sector in the medium to long term? And what does it mean for its structure?

Speakers:

Kate Simpson, Chief Knowledge Officer, Bennett Jones

Joshua Weinberger, Chief Operating Officer, Goodlawyer

Len Polsky, Legal Technology + Mentorship, The Law Society of Alberta

Tiana Van Dyk, Managing Director, Epiq

Chair: Jason Moyse, Senior Manager, Legal Business Solutions, PWC

4:30 - 5:20 pm | Solving for the people puzzle: attracting, retaining and developing talent in an evolving legal ecosystem

The legal sector continues to witness an unprecedented shift when it comes to talent. Lawyers are changing firms, moving in-house, to alternative legal service providers, and in some cases, moving out of the profession entirely. While recent economic shifts may have slowed intra-sectoral movement to some extent, structural and generational shifts are promising that solving the people puzzle presents the key challenge and opportunity for the sector in both the near and mid-term.

On this panel, we’ll review the following:

  • What are the key drivers and trends at play in the legal sector vis-a-vis talent?
  • How are law firms, legal departments and ASLPs attracting, developing and retaining talent in an evolving legal ecosystem?
  • Passion, purpose and generational change. A new generation of lawyers is taking the reins in the legal sector. What does this mean for the legal sector and practitioners within it moving forward?

Speakers:

Ian Holloway, Dean of Law, University of Calgary

Kristen Simpson, VP of Legal and Compliance, Interpipeline

Chelsea Hazewinkel, Chief Legal Officer, Paladin Security

Adam Pekarsky, Founding Partner + Executive Recruiter, Calgary

Chair: Anoop Dogra, Managing Partner, Simplex Legal

5:20 - 6:30 pm | closing remarks + reception

OUR SPONSORS

platinum partner+ event host

NATIONAL STRATEGIC PARTNER

sponsorS

networking sponsors

Legal Innovation Forum Toronto 2023

New York Skyline
This event is under consideration for CLE & CLE credits

overview

The Legal Innovation Forum returns with its in-person forum in Toronto on May 31st, 2023 – the premier event focused on innovation at the intersection of business and law in the Canadian legal sector.

This year’s forum’s theme is: An evolving legal ecosystem: leading to drive change and deliver value

The sector faces numerous headwinds: an uncertain economic climate, emerging risks (digital and analog), pressure to do more with less and ongoing generational shifts. To address these challenges – and create opportunities from them – the sector is embracing innovative approaches unpinned by leadership and collaboration amongst sectoral practitioners (law firms, legal departments and third party partners).

New, potentially transformative technologies are being embraced by the sector (as well as others). The marriage of people, process and technology to deliver legal services in new and efficient ways is being re-imagined. Organizations are tackling the people puzzle with unique and flexible approaches. And emerging risks are being anticipated and addressed in real time, agile and collaborative ways.

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

  • LegalTech in 2023: What’s changing the game and having the greatest impact for Canada’s legal ecosystem? 

  • Mastering change management: how to deliver change in your law firm/legal department

  • Mastering Digital risk: how to define, develop and implement a strategy to navigate emerging digital risks

  • Notes from abroad: what can Canada’s legal sector learn from the UK’s as it evolves along its innovation curve

  • Leading at the intersection of business and law: how are leading lawyers in key sectors driving growth in their organizations

  • Collaborating for innovation: how are practitioners in the legal ecosystem driving innovation together?

  • The people puzzle: attracting, retaining and developing talent in a new paradigm

STRUCTURE

  • Half-day event (afternoon) held in Atlanta

  • 120 high level decision makers from legal departments and law firms in Georgia

  • 5 panel discussions / presentations focused on key topics for law firms and legal departments related to the intersection of business + law

    • Location:
      Cox Enterprise Group

      • 6205-B Peachtree Dunwoody Rd, Atlanta, Ga 30328

Who’s attending

  • Legal Departments: General Counsel, Legal Operations 
  • Law Firms: Heads of Innovation/Knowledge Management, Senior Partners, COO, CIO, Chief Client Officers

Meet our speakers

Coming Soon

THEMES + AGENDA

registration + lunch buffet (8:15-8:45 AM)
Opening Remarks (8:45-8:55 AM)

LegalTech in 2023: What's changing the game and having the greatest impact for Canada's legal ecosystem? 

8.55 – 9.45am: LegalTech in 2023: What’s changing the game and having the greatest impact for Canada’s legal ecosystem? 

Technology has always been a key pillar of legal innovation, however recent advances – particularly in generative AI and automation – has placed it at the forefront of the innovation conversation in the sector. Yet the promise of legal technologies’ power to disrupt the sector – and its practitioners’ roles within it – has long been heralded, with mixed results.

On this panel – our participants – leaders from technology firms, law firms and legal departments – will review how evolutions in technology are impacting the legal sector. And what it means for its present and its future.

Points for discussion:

  • What technologies are having the greatest impact on the legal sector and why? Here we’ll look at evolutions in platforms focused on AI, automation and collaboration and their impact for practitioners.

  • How are legal practitioners integrating technology at law firms and legal departments to improve efficiency, client service delivery and drive innovation.

  • Market structure – how are emerging (and existing) legal technologies promising to shake up the sector in the medium to long term. And what does it mean for its structure?

SPEAKERS

Leading at the intersection of business and law: how are leading lawyers in key sectors driving growth in their organizations? 

9.50 – 10.40am: Leading at the intersection of business and law: how are leading lawyers in key sectors driving growth in their organizations? 

In a complex operating environment, in-house leaders play critical roles in helping guide organizations’ approaches to risk management as well as growth.

Areas such as corporate governance and ESG, privacy, compliance and flexible organizational strategy are all at the top of the corporate agenda. And for organizations, having an effective and empowered general counsel coupled with an optimized and innovative legal department to address these and other areas is key.

On this panel, our speakers – leading in-house counsel from Canadian organizations – will look at how their roles are evolving in terms of the challenges they are facing in their roles, how they are aligning their legal departments with their broader organizations and how they are acting as agents of change.

Topics covered will include:

  • Drivers and trends for in-house leaders in a complex operating environment.

  • Examples of how the role of in-house leaders is evolving to meet mission critical needs of their organizations and what these challenges are

  • How are legal departments evolving their departments’ strategy and structure to better align with the business to both manage risk and drive growth?

Speakers

Mastering Digital Risk: how to define, develop and implement a strategy to navigate emerging digital risks

11.00 – 11.50am: Mastering Digital Risk: how to define, develop and implement a strategy to navigate emerging digital risks

Digital risk is at the top of many corporate agendas. The explosion of use of collaborative technologies and the attendant data trails left by them, evolving privacy rules, the increasing risk and severity of data breaches are all highlighting the critical importance of having a robust digital risk strategy in place.

For legal departments and their advisors – increased digital risk equals increased legal risk – especially as they relate to litigation and accelerating regulatory scrutiny.

On this panel, our speakers will look at how they are assessing and addressing present and emerging digital risks.

Topics covered will include:

  • Drivers + Trends at play when it comes to digital risk and what role legal departments play in addressing them

  • How to develop and define an organization wide strategy to address digital risk

  • Delivering a digital risk mitigation strategy across the organization. What are the hallmarks of effective implementation? Which functions should manage what components of the strategy

Speakers

Notes from abroad: what can Canada’s legal sector learn from the UK’s as it evolves along its innovation curve

11.55am – 12.35pm: Notes from abroad: what can Canada’s legal sector learn from the UK’s as it evolves along its innovation curve

For a number of reasons, the UK has long been considered to have the most innovative legal market in the world.

During this fireside chat our speakers will consider the following:

  • Why is the UK a global leader in legal innovation and what ingredients have made it to be so?

  • Where does the UK stand currently on its innovation curve and what’s next for it?

  • What can Canada’s legal sector learn from the UK’s to accelerate its own legal innovation story?

Speakers

Mastering change management: how to deliver change in your law firm/legal department

1.30 – 2.20pm: Mastering change management: how to deliver change in your law firm/legal department

In order to effect change, effective execution is key. On this panel our speakers – leaders from legal departments + law firms – will review how to define, develop and implement a change management strategy.

Topics covered will include:

  • Foundations of change management in legal departments and law firms. What fundamentals need to be in place for successful change management initiatives to succeed in legal departments and law firms and their wider organizations?

  • Frameworks to approach change management initiatives in your legal department/law firm to drive change in your wider organization.

  • People and process. How to build consensus internally, put the right teams in place, enhance processes and apply metrics to change management.

  • The role of technology in change management. How does implementing new technology and leveraging existing technology support change management initiatives? And best practices on working with third party partners to deliver results.

  • Real world examples of effective change management in action. Delivering and iterating on strategy, driving adoption and focusing on the end-user experience. As well as things to avoid to ensure change management initiatives succeed.

Collaborating for innovation: how are practitioners in the legal ecosystem driving innovation together?

2.25 – 3.15pm: Collaborating for innovation: how are practitioners in the legal ecosystem driving innovation together?

In order for Canada’s legal sector to evolve along its innovation curve, effective collaboration between participants (law firms, legal departments and their third party partners) is critical. On this panel our participants will review how collaboration between practitioners is evolving between legal practitioners and driving innovation in Canada’s legal sector.

Topics covered will include:

  • Why do practitioners in the legal ecosystem (law firms, legal departments, third party partners) need to collaborate in new ways to deliver innovation initiatives?

  • The ideation process: how are law firms, legal departments and their third party partners working together to ideate creative solutions to their respective challenges.

  • Case studies of effective collaboration between law firms, legal departments and their third party partners.

Speakers

Collaborating for innovation: how are practitioners in the legal ecosystem driving innovation together?

3.30 – 4.20pm: Solving for the people puzzle: attracting, retaining and developing talent in an evolving legal ecosystem

The legal sector continues to witness an unprecedented shift when it comes to talent. Lawyers are changing firms, moving in-house, to alternative legal service providers and in some cases moving out of the profession entirely. While recent economic shifts may have slowed intra-sectoral movement to some extent, structural and generational shifts are promising that solving the people puzzle presents the key challenge and opportunity for the sector in both the near and mid-term.

On this panel, we’ll review the following:

  • What are the key drivers and trends at play in the legal sector vis-a-vis talent?

  • How are law firms, legal departments and ASLPs attracting, developing and retaining talent in an evolving legal ecosystem?

  • Passion, purpose and generational change. A new generation of lawyers is taking the reins in the legal sector. What does this mean for the legal sector and practitioners within it moving forward?

4.20 – 5.30pm: Conference Close + Networking Drinks

OUR Sponsors

NATIONAL STRATEGIC PARTNER

Canadian Legal Innovation Forum 2023

Inscription
Conseillers juridiques d’entreprise : Billets offerts gratuitement
Cabinets d’avocats : 349 $
Fournisseurs de services : 449 $

Montreal Street with houses

APERÇU

Le deuxième Legal Innovation Forum (LIF) aura lieu à Montréal le 27 mars en après-midi.

L’édition de cette année est centrée sur le thème fédérateur: Définir de nouvelles voies à suivre dans un écosystème juridique en pleine évolution.

Une myriade de changements importants se produisent actuellement dans l’écosystème juridique. L’IA générative et les autres technologies de pointe sont en plein essor. Une nouvelle génération de leaders est en train de prendre le relais. Les modèles d’affaires de longue date sont remis en question. Le niveau de complexité et de risque ne cesse de croître, non seulement dans le secteur juridique, mais aussi au niveau de l’économie en général, engendrant de nouveaux défis à relever.

Dans le but de relever les opportunités et d’atténuer les risques émergents, on adopte des approches révolutionnaires axées sur le leadership, l’innovation et la collaboration entre les spécialistes du secteur (cabinets d’avocats, services juridiques et partenaires tiers).

Le congrès de cette année a pour but de mettre en lumière les dynamiques en jeu dans l’écosystème juridique lorsque l’innovation jaillit au carrefour des affaires et du droit. Il présentera également des exemples de leadership et de collaboration contribuant à créer de la valeur et à stimuler un changement durable.

OBJECTIF DU CONGRÈS

  • Passer en revue les principales dynamiques et tendances sectorielles en jeu pour les organisations de la région et leur implication pour l’écosystème juridique qui les sous-tend.
  • Fournir aux praticiens une plateforme qui fait le point sur les innovations émergentes et sur leurs applications concrètes.
  • Examiner les pratiques exemplaires des cabinets d’avocats, des services juridiques et de leurs tiers partenaires quant à la mise à contribution des personnes, des processus et de la technologie pour obtenir des résultats.
  • Mettre en place un réseau d’innovateurs juridiques de premier plan permettant la mutualisation des connaissances et des expériences afin de stimuler le progrès de leur écosystème juridique et au sein des organisations auxquelles ils apportent leur soutien.
Montreal Park

Themes

Le leadership au carrefour des affaires et du droit : façons dont les dirigeants contribuent à l’innovation économique au Québec

IA générative : façons dont l’IA contribue à la transformation de l’innovation juridique et de l’écosystème des affaires en général

L’équation humaine : attirer, retenir et perfectionner les talents, et s’y retrouver dans le changement générationnel.

Stratégie et opérations : façons dont les opérations juridiques catalysent le changement et créent de la valeur ajoutée dans l’écosystème juridique

Maîtriser le risque numérique : la gestion d’enjeux numériques émergents dans un contexte opérationnel complexe

STRUCTURE

  • Événement d’une demi-journée (dans l’après-midi) à Montréal : Le 27 mars 2024
  • 125 décideurs de haut niveau de services juridiques et de cabinets d’avocats situés au Québec
  • 4 tables rondes et des causeries sur des sujets clés pour les cabinets d’avocats et les services juridiques concernant la relation entre le milieu des affaires et le milieu du droit

qui peut y assister

  • Services juridiques : Avocat·e général·e, avocat·e général·e associé·e/adjoint·e, responsable des affaires juridiques
  • Cabinets d’avocats : Chef·fe de l’innovation ou de la gestion du savoir, associé·e principal·e, chef·fe de l’exploitation, chef·fe de l’information, chef·fe du service à la clientèle
  • INSCRIPTION
    • CONSEILLERS JURIDIQUES D’ENTREPRISE : ENTRÉE GRATUITE
    • CABINETS D’AVOCATS : 349 $
    • FOURNISSEURS DE SERVICES : 499 $

PRÉSENTATION DES CONFÉRENCIERS/ CONFÉRENCIÈRES

EMMANUELLE-DEMERS ASSOCIÉE, BENNETT JONES
EMMANUELLE-DEMERS

THèMES et programme

INSCRIPTION ET BUFFET DU MIDI (de 12 h à 12 h 50)

ALLOCUTION PRÉLIMINAIRE (de 12 h 50 à 13 h)

Dans un environnement organisationnel complexe, un leadership éclairé est nécessaire pour aider les organisations à gérer le risque et la croissance sans perdre l’équilibre. La gouvernance d’entreprise et les autres principes ESG, la protection des renseignements personnels, la conformité aux cadres réglementaires et les stratégies organisationnelles souples se retrouvent ainsi à l’ordre du jour.

Dans le cadre de cette discussion, des chefs de file du domaine juridique travaillant au sein d’organisations québécoises de renom aborderont l’évolution de leurs fonctions avec les défis et les possibilités connexes, les directives qu’ils donnent à leurs équipes et le rôle qu’ils jouent en tant qu’acteurs du changement.

La discussion portera sur les aspects suivants, entre autres :

  • Comment l’innovation économique évolue-t-elle au Québec et quel rôle les chefs de file du secteur juridique joueront-ils dans son avenir?
  • Quels sont les facteurs clés et les principales tendances dont les chefs de file du domaine juridique et des autres secteurs doivent tenir compte pour s’y retrouver dans un environnement organisationnel complexe?
  • Quelles sont les mesures que les services juridiques et les organisations qu’ils servent prennent pour transformer leurs stratégies? Quels sont les principaux défis juridiques qu’ils doivent relever et comment interagissent-ils avec l’écosystème dans son ensemble afin de gérer les risques et de stimuler l’innovation et la croissance?

IA générative - façons dont l’IA contribue à la transformation de l’innovation juridique et de l’écosystème des affaires en général (DE 13 H 55 À 14 H 30)

DESCRIPTION À VENIR

L’équation humaine - attirer, retenir et perfectionner les talents, et s’y retrouver dans les changements générationnels. (DE 14 H 35 À 15 H 25)

Les entreprises du secteur juridique et les cabinets d’avocats font face à une foule de changements importants en 2024. Dans ce contexte, le recrutement et le maintien en poste de jeunes talents présentent de nombreux défis, mais aussi d’importantes possibilités. Les entreprises doivent apprendre à adopter les valeurs et les points de vue des nouvelles générations – la qualité de leur culture organisationnelle et leurs résultats en dépendent.

Dans le cadre de cette séance, on abordera l’incidence de l’émergence des nouvelles générations et des obstacles à l’embauche connexes sur le rôle des chefs de file du domaine juridique. On présentera également des idées de pratiques exemplaires visant à faire face à ces transformations. Enfin, on se penchera sur le concept du « réseau de carrière » qui supplante de plus en plus le cheminement de carrière traditionnel dans le secteur juridique.

  • Surmonter les obstacles au recrutement et au maintien en poste des talents : comprendre les préférences de travail uniques de chaque génération
  • Le facteur DÉI : quels aspects les chefs de file du domaine juridique doivent-ils prendre en compte pour former des équipes constituées de personnes de tous horizons ayant différents points de vue?
  • Laisser une nouvelle génération de leaders prendre le relais en remettant en question des modèles d’affaires de longue date
  • Le cheminement de carrière n’est plus une échelle, mais bien un réseau : quels sont les nouveaux parcours professionnels intéressants qui s’ouvrent aux spécialistes du droit?

PAUSE (de 15 h 25 à 15 h 45)

Stratégie et opérations : façons dont les opérations juridiques catalysent le changement et créent de la valeur ajoutée dans l’écosystème juridique (DE 15 H 45 À 16 H 35)

Tous les services juridiques cherchent à offrir un apport de qualité à moindre coût. Débordés de travail lié aux activités opérationnelles qui laisse peu de temps pour les initiatives stratégiques, les services juridiques des entreprises font de plus en plus souvent appel à des spécialistes des opérations juridiques pour favoriser le changement.

Ces spécialistes élaborent des solutions novatrices visant à accroître radicalement l’efficacité des activités des services juridiques d’entreprise. À l’échelle du secteur juridique, cette tendance entraîne la mise sur pied de démarches structurées permettant aux fournisseurs externes (cabinets d’avocats, prestataires de services juridiques approuvés, fournisseurs de technologie) d’offrir des services à valeur ajoutée supérieure.

Au cours de cette séance, des chefs des services juridiques vous feront part de conseils pratiques pour intégrer les opérations juridiques aux activités de votre équipe et les utiliser efficacement de manière à créer de la valeur pour votre entreprise.

  • Pratiques exemplaires permettant d’intégrer de façon harmonieuse les opérations juridiques aux activités de votre service juridique d’entreprise afin d’accroître sa valeur ajoutée
  • Effets financiers : mettre à profit les opérations juridiques pour instaurer des systèmes de facturation électronique, des prévisions et de nouveaux arrangements en matière d’honoraires de manière à réduire les coûts.
  • Avantages sur le plan opérationnel : découvrez comment les équipes d’opérations juridiques peuvent veiller au bon fonctionnement de votre service juridique d’entreprise en prenant en main la collecte et l’analyse de données, la gestion des contrats et la dotation.
  • Collaboration entre l’équipe des opérations juridiques et le chef du contentieux afin de créer des objectifs annuels et des indicateurs de rendement clés pour le service juridique.
  • Rôle des opérations juridiques dans la création de stratégies d’innovation à l’échelle du secteur juridique.

Maîtriser le risque numérique : la gestion d'enjeux numériques émergents dans un contexte opérationnel complexe (DE 16 H 40 À 17 H 30)

Dans le sillage de l’entrée en scène de technologies révolutionnaires émergent de nouveaux risques numériques auxquels les entreprises doivent désormais faire face, dont la cybercriminalité, le vol de propriété intellectuelle, les rançongiciels, l’hameçonnage et les atteintes à la réputation sur les médias sociaux. La popularité de l’IA générative ajoute un élément supplémentaire de difficulté à un contexte où la conformité à des règlements complexes et changeants relatifs à la protection des renseignements personnels est indispensable à toute activité commerciale.

Maintenant que de plus en plus d’opérations se font par voie numérique, les cabinets d’avocats et les services juridiques d’entreprise doivent faire appel aux spécialistes des TI et des RH afin de créer des stratégies efficaces qui permettront de protéger l’entreprise tout en favorisant sa croissance.

Durant cette discussion, les aspects suivants seront abordés :

  • Mise en place d’un plan de cybersécurité efficace à l’échelle de l’entreprise dans le but d’offrir une protection contre des cybermenaces toujours plus dangereuses et d’assurer une prompte réaction en cas d’incident
  • S’y retrouver dans le contexte éthique et réglementaire lié aux nouvelles technologies numériques
  • Saisir les occasions d’innovation et de croissance en tirant parti des nouvelles technologies de l’ère numérique tout en protégeant l’entreprise contre les risques

ALLOCUTION DE CLÔTURE ET RÉCEPTION (de 17 h 30 à 18 h 30)

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