Knowledge management: How a successful knowledge management strategy can drive innovation in your organization 2022

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

For law firms, having an established knowledge management function is a key pillar of a successful innovation strategy. Content is the core output for legal practitioners. And successful operators in the sector must be able to organize, analyze and distribute the right information, at the right time, for the right purpose.

This 60 minute webinar – with knowledge management experts from law firms and automation legaltech founder James Quinn, CEO of Clarilis – will focus on the evolution of the KM function. What practitioners are doing with KM to drive innovation forward in the sector. How they are expanding KM’s mandate with the right people, processes and investment. And how they are expanding their KM technology portfolio to drive change.

On the webinar, our speakers will discuss:

* Leveraging the KM function to drive innovation forward in law firms. A look at how KM is providing the springboard to build impactful innovation initiatives on top of.

* Taking KM to the next level. What initiatives are leading KM practitioners now embarking upon and why? How are they making the business case for further investment within their organizations? And how are they putting the right teams and processes in place to deliver results?

* The role of technology and KM. What technology must be in place for the KM function to thrive? And once it is – what are the next level technologies are firms investing in to build upon these successes and why?

Speakers:

  • Lisa Chamandy, Chief Knowledge + Innovation Officer, BLG
  • Robin Porter, Head of Practice Innovation & Change Management, Blakes
  • Ginevra Saylor, National Director, Innovation and Knowledge Programs, Gowling WLG
  • James Quinn, Co-Founder + CEO, Clarilis

Chair: Monica Goyal, Director of Legal Innovation + Lawyer, Caravel Law

Paraprofessionals: How is the role of the paraprofessional evolving in mid-size law firms? 2022

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

Paraprofessionals play key roles in delivering value for mid-sized law firms and their clients. They sit on the front line of engagement with lawyers and their clients of multiple files. They provide substantive work at a lower cost. They increase productivity and deliver high value work for their firms. And they are super users of technology firms are increasingly relying on to enhance client service delivery and gain competitive advantage.

On this 60 minute webinar, our speakers will look at how the role of the paraprofessional in mid-sized law firms is evolving and how innovative law firms are supporting this evolution.

Specifically, our speakers will consider:

How is the role of paraprofessionals evolving in law firms? What kind of innovative structures are firms putting in place to support this evolution?

How are law firms scaling up the scope of work done by paraprofessionals to deliver value for firms and their clients?

As super-users of legal technology (established and emerging), how are paraprofessionals integrating technology into their workflows and driving adoption within firms?

Speakers:

  • Monique Sever, Paralegal / Litigation Support & eDiscovery Supervisor, Harper Grey
  • Douglas Chiu, Partner, Hammerco Lawyers
  • Brett Surbey, Corporate Paralegal, KMSC Law
  • Amir Reshef, Co-founder and CEO, dealcloser

Chair: Karen Tuschak, Founder + Director, Spider Silk Innovative Solutions (Acting Director, Paraprofessional Services, Dentons)

ESTATES: How is the role of the paraprofessional evolving to drive innovation in the estates’ ecosystem? 2022

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

Paraprofessionals play key roles in delivering value for mid-sized law firms and their clients. They sit on the front line of engagement with lawyers and their clients of multiple files. They provide substantive work at a lower cost. They increase productivity and deliver high value work for their firms. And they are super users of technology firms are increasingly relying on to enhance client service delivery and gain competitive advantage.

On this 60 minute webinar, our speakers will look at how the role of the paraprofessional in mid-sized law firms is evolving and how innovative law firms are supporting this evolution.

Specifically, our speakers will consider:

How is the role of paraprofessionals evolving in law firms? What kind of innovative structures are firms putting in place to support this evolution?

How are law firms scaling up the scope of work done by paraprofessionals to deliver value for firms and their clients?

As super-users of legal technology (established and emerging), how are paraprofessionals integrating technology into their workflows and driving adoption within firms?

Speakers:

  • Monique Sever, Paralegal / Litigation Support & eDiscovery Supervisor, Harper Grey
  • Douglas Chiu, Partner, Hammerco Lawyers
  • Brett Surbey, Corporate Paralegal, KMSC Law
  • Amir Reshef, Co-founder and CEO, dealcloser

Chair: Karen Tuschak, Founder + Director, Spider Silk Innovative Solutions (Acting Director, Paraprofessional Services, Dentons)

The new risk: how are organizations managing emerging risks in a complex operating environment 2021

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

A core component of legal departments’ remit is risk management for their organizations. As their organizations adjust to the impact of the Covid-19 pandemic and other drivers, how legal teams and their advisors address a myriad of emerging risks is critical. During this 60 minute session, our speakers will review the landscape of emerging risks facing organizations and how they are developing strategies to address them.

Discussion points will include:

– Types of risks emerging for organizations: ESG, cyber security, compliance, regulation, employees

– In the face of these risks, how lawyers are working with organizations to mitigate emerging risk and add value

– How leading legal departments and their third party partners are innovating when it comes to people, process and technology to manage organizational risk

How can financial services organizations define, develop and implement an effective compliance strategy? 2021

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

The Canadian Legal Innovation Forum is producing an online series on risk and the evolving role of the compliance function in financial institutions.

In part two of our series, our speakers will provide practitioner views on how to define, develop and implement an effective compliance strategy across the lines of defence on the sell-side of financial institutions. They’ll review the current key drivers of operational, market and regulatory risk and how compliance groups are responding in kind. And, they will provide the audience with practical insights on how to get started or refine an existing compliance strategy.

**Highlights will include:**

> How can a holistic approach be developed for a pan-organizational compliance strategy to help break out of the silo trap? How can compliance risks facing organizations be assessed?

> Determining applicable use cases and matching them with the right technology.

> Building the right team to implement an effective compliance strategy.

> Developing a conduct and compliance-focused culture, with clear accountabilities, across the organization.

**Contemporary challenges facing the sell-side and common approaches to them:**

> How compliance specialists are responding to enhanced CFR rules – connection to suitability and the impact of KYP for institutions and their advisors

> Managing evolutions in client disclosure requirements – conflicts, fee and role disclosure, privacy and cyber-resilience

> Navigating risks and reporting requirements surrounding virtual assets

Speakers:

  • Bill Donegan, Chief Compliance Officer, Manulife Securities
  • Denise Carson, Chief Compliance Officer, Chief Compliance Officer, BMO Private Investment Counsel
  • Kuno Tucker, Chief Compliance Officer, ATB Capital Markets
  • John Pepe, Resident Chief Compliance + Regulatory Officer, Proofpoint

Chair: Jacqueline Sanz, Managing Director (Canada), Protiviti

Ontario Estates Forum 2021

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

ADB Insights is launching the Ontario Estates Forum in October, 2020, the second in a national series. The forum will be held virtually on Whova – a virtual event platform. By being virtual, it offers speakers and participants a unique and engaging way to connect with the broader estate planning ecosystem in an innovative format.

Ontario 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.

The purpose of the Ontario Estates Forum is to shine a light on the key contexts, drivers, challenges and opportunities for professional advisors in the province’s estate planning ecosystem. In light of the economic and social impact from COVID-19, it will present a picture of what it means for assets and businesses underpinning individual estates and for the advisors involved with managing them. The evolving role of innovation in the estates ecosystem – another key driver – will also be covered. And – finally – the forum will provide an opportunity for members of the estate planning ecosystem to engage with each other.