BC Estates Forum

  • Free to attend
  • Under consideration by the Law Societies of BC & ON

ADB Insights – with Hammerberg Lawyers as the founding partner – is launching the inaugural BC Estates Forum in June, 2020. In response to the current COVID 19 situation, the forum will be held virtually via Whova – a virtual event platform. By being online, it offers sponsors, speakers and participants a unique and engaging way to reach and connect with a broader audience in an innovative new format.

BC is unique. It has a rapidly expanding population, is on the edge of the largest intergenerational transfer of wealth in history and it has a large number of high-net-worth individuals and families based in – and relocating to – the province. This leads to both opportunities and challenges when it comes to estate planning, management and execution. Recent developments around COVID-19 will no doubt also have an important impact on how the estate planning sector evolves in both the near and long term.

The purpose of the BC Estates Forum is to shine a light on the key contexts, drivers, challenges and opportunities for professional advisors and family offices involved in the estate planning ecosystem. The goal for those who access and are involved with the forum is to get access to the latest, high-level thinking on topics that are core to their practices, administration and management within the estate planning ecosystem. In light of the impact from COVID-19, it will also help give participants a clear picture of its immediate impact on the estate planning sector and the assets, businesses and operations of individual estates and changes participants in the estates ecosystem can anticipate in the next 12-18 months.

Advances In Investigations, E-discovery And Litigation Management

  • Free to attend
  • Under consideration by the Law Societies of BC & ON

Management of internal and external investigations is becoming more complex for in-house lawyers as well as for the external advisors supporting them. In recent years, a number of new trends have emerged in terms of the type, scale and complexity of investigations institutions are involved with. In parallel, the role and importance of technology supporting investigations and litigation management has increased exponentially. In this 60 minute webinar our presenters will outline the current context of investigations, best practices in effective investigations management and the evolving role of technology in supporting them.

Speakers:

  • Anthony Ruffolo, General Counsel, Honda Canada
  • Jamie Pytel, Founder & Senior Lawyer, Kingsgate Legal
  • Jennifer Thompson, Head of Osler Works – Disputes, Osler
  • Sean Lynch, Director, Legal and Compliance Solutions, Ricoh Canada

Chair: Geoff Moysa, Investment Manager & Legal Counsel at Omni Bridgeway

Educational Objectives
Attendees will learn about the latest contexts and approaches when it comes to managing investigations in the Canadian legal context. They will also learn about the role of technology in investigations and how it can be applied to deliver optimal results.

Who would benefit most from attending this program?
Law firm practitioners and in-house counsel who are focused on investigations in their practice and are evaluating which strategies and technology to deploy.

Understanding Legal Operations

  • Free to attend
  • Under consideration by the Law Societies of BC & ON

The legal operations function is gaining increasing prominence and importance in law departments. At its core – the function focuses on implementing strategies for law departments to improve efficiency, cost management and selecting and implementing tech driven solutions to support them. The impact of having a legal operations function is palpable – it enables cost analysis and informs negotiation of spend with external counsel, better collaboration with internal functions such as HR and Finance, and the implementation of tools to make internal legal processes more efficient. On this 60 minute webinar our presenters, will outline the core tenets of the legal operations function, its impact on the legal ecosystem and provide specific, real world examples and learnings related to the introduction of the function in legal departments.

Speakers:

  • Jose Szucs, Founder, JFS Consulting (former Director, Information Management and Legal Operations, Newmont Corporation)
  • Nadine Berge, Director, Compliance + Legal Operations, TC Energy
  • Scott Pickup, Corporate Counsel, Irving Shipbuilding
  • Adrian Camara, CEO, Athennian

Chair: Jennifer Brown, Editorial Consultant