The Business of PI: Boosting success through strategy + partnerships 2024

  • Free to attend
  • Law Society of Ontario: This program contains 1.5 hours of Professionalism Content
  • Law Society of BC: This program is accredited for 1.5 hours of CPD

In Associations With

Running a successful personal injury law firm requires a carefully executed business plan, including marketing and branding, hiring the right legal professionals, implementing the best technology – and perhaps most importantly, selecting appropriate third-party partners to support your business.

Leading personal injury firms in Canada work closely with insurance companies and tech companies to simplify processes and drive more accurate results.

Hear from our expert panelists as we explore the financial side of running a personal injury firm and the strategies required to stay ahead of the competition and boost the bottom line.

  • Discussion points include:
  • Defining and executing a business strategy for your firm
  • Navigating finances: Ensuring sustainable growth through financial management
  • Working with third-party partners: How to select the best partners + tech providers to support your business goals
  • Relationship building and client communication
Paul Cahill Partner Davidson Cahill Morrison
PAUL CAHILL

Partner, Davidson Cahill Morrison

RIM GREWAL Founder, Valu8er Expert Reports
RIM GREWAL

Founder, Valu8er Expert Reports

SANDRA ZISCKIND Managing partner, Diamond & Diamond
SANDRA ZISCKIND

Managing partner, Diamond & Diamond

NICK ROBSON President, TheJudge
Nick Robson, President, TheJudge Canada

President, TheJudge

Ontario Estates: Drivers & Trends + Practice Management 2024

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

SESSION 1: DRIVER & TRENDS (12.00 – 1.00 pm EST)

With ever-evolving laws, estate law firms in Ontario are juggling new ways of offering the best value proposition to clients. Many firms are leveraging digitization and technological advances to gain an edge over competitors.

This session explores the latest updates in case law impacting estates lawyers in Ontario, and reveals some of the challenges and opportunities facing the practice of estates law.

What are the key drivers and emerging trends shaping the estate law landscape in Ontario in 2024?


How are estate lawyers evolving their practices to align with societal shifts?


Best practices for navigating the estates transfer process, wills & trusts, and litigation challenges


How can advisors collaborate to add value to an estate?

SESSION 2: PRACTICE MANAGEMENT (1.00 – 2.00 pm EST)

How are estates law firms evolving their practice management strategies to stay competitive as they navigate increasingly complex family structures and multigenerational estates?

Discussion points include:

Innovation and its impact on the estates ecosystem in Ontario


How can firms leverage the digitization of estate planning to improve efficiency and attract new clients?


Adapting the practice to align with modern family structures
Key takeaways from successful estates law firms

BC Estates 2024

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

SESSION 1: INTRO TO WESA + CASE LAW UPDATE (30 MINS)

Estates lawyers in British Columbia face their own unique set of challenges, driven by evolving provincial laws and legislation, together with shifts in client needs and expectations, and family structures.

This opening session will address the current topics on the minds of estates lawyers in BC in 2024.

Updates on evolving case law in the province, WESA, and its impact on the estate ecosystem

SESSION 2: UNDERSTANDING EVOLUTIONS IN TRUSTS (40MINS)

Review options for trusts
Challenging trusts
Updates on tax reporting on trusts – complex area (alter ego, tax, bare trusts)
Overview of technology in practice
What is Generative AI and what should you do with it?
Tech pitch: Optimizing your estate administration – case from Appara (8 mins)
AI – talk about AI in your practice (15 mins)

SESSION 3: VIRTUAL SIMULATION – UNWINDING A COMPLEX ESTATE (45 MINS)

Join us for this dynamic session which will feature a roundtable of respected estate advisors who will lead this real-time, interactive simulation examining various scenarios that can arise (and approaches to them) during the unwinding of an estate, including:

When a person dies: what happens when they have a will versus when they don’t have a will?
How to manage an estate with an operating business?
Complex family arrangements?
Managing trusts
Working with a roundtable of advisors

How are estates law firms in BC evolving their practice management strategies to stay competitive as they navigate increasingly complex family structures and multigenerational estates?

Discussion points include:

Best practices for boosting efficiency and cutting costs in estates law firms, and staying competitive in an aggressive market
How can firms leverage the digitization of estate planning to attract new clients and build loyalty?
Adapting the practice to align with modern family structures
Key