Ontario Estates Forum 2020

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

The Ontario Estates Forum returns in with a free, virtual webinar series on November 25th + December 2nd | 12-2pm ET.

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.

We’ll review the latest when it comes to trends around digitization of estate planning and best practices for navigating the estate transfer process.

The forum will also highlight the increasing importance of innovation in the estates sector. Specifically, how professionals focused on estates in their practices are gaining an edge through new ways of collaborating, leveraging technology and offering enhanced value propositions to their clients.

Delivering better litigation results with technology, legal expertise and enhanced process management 2020

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

Delivering better litigation results with technology, legal expertise and enhanced processes is complex. It requires coordinated and synchronized interaction and iteration between all three. On this 60 minute webinar, our speakers will outline their approaches to delivering litigation results. What kinds of technologies (i.e. intelligent review, predictive analytics) are emerging? How are these technologies enhancing, interacting with and leveraging legal expertise? And what processes and workflows need to be in place to support them?

Speakers:

  • Andrea Laing, Partner, Blakes
  • Reena Lalji, Senior Counsel, Litigation | Canadian Personal & Commercial Banking | Legal & Regulatory Compliance, BMO Financial Group
  • Sean Lynch, Director, Legal and Compliance
    Solutions, Ricoh Canada

Chair: Peter Aprile, Founder, Counter Tax
Lawyers

Enabling legal innovation in a disruptive era 2020

  • 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.

Delivering outcomes with artificial intelligence 2020

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

The application of artificial intelligence to transform the legal sector has been a key area of discussion when it comes to innovation in the sector. To date, AI has had an impact in areas such as research, due diligence, document review, translation and predictive analytics. However, alongside these nascent examples of AI’s successful application, the longer term impact remains to be seen. Many argue that AI is not necessarily a panacea for large scale legal process disruption, nor will it put droves of lawyers out of work. More likely – along with other applications – AI will be an important part of the tool kit lawyers use to improve their workflow and service delivery capabilities. On this 60 minute webinar, our presenters will review areas where AI is having a tangible impact in terms of improving their delivery of legal services and adding value to their clients. They will also look at the next areas where they see AI being successfully applied.

Educational Objectives
Participants will learn in depth about the practical application of artificial intelligence in the context of the Canadian legal sector. They will learn about specific examples where using AI has helped improve workflow and delivered value for clients as well as anticipating its future impact.

Speakers:

  • Conni Gibson, Vice-President & Chief Legal Officer, Technology & Operations, Legal & Regulatory Compliance, BMO Financial Group
  • Stephanie Vaughn, Global Legal Practice Director (UK), iManage RAVN
  • Gary Kalaci, CEO, Alexa Translations & Alexa Translations AI

Who would benefit most from attending this program?
Law firm practitioners, in-house counsel, technologists and consultants who are focused on evaluating the benefits and shortcomings of using AI in their legal practices.

Using data to make better decisions 2020

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

Leveraging data through analytics tools is increasingly important for law firms and legal departments in terms of helping to make internal processes more efficient, make better informed decisions and deliver internal and external value. Data and analytics can be used for contract analysis, help better manage internal and external risks, enhance compliance processes, improve resource allocation and gain strategic advantage in a competitive legal marketplace. This 60 minute webinar will look at the data and analytics landscape as it relates to the legal sector. Presenters will look at ways law firms and legal departments are using data and analytics, the tools and technology available to support them and real life use cases where it has delivered results.

Speakers:

  • Charles Dobson, Knowledge Management Lawyer, Litigation, Osler
  • Abdi Aidid, VP, Legal Research, Blue J Legal
  • Jessica Lockett, Director, Legal Operations and Review Solutions, Ricoh Canada
  • Jason Moyse, Principal, Law Made Inc.

Educational Objectives
Participants will learn about what tools are available on the market when it comes to data and analytics. They will also be exposed to various use cases that currently exist for both, as well as their value proposition and impact.

Who would benefit most from attending this program?
Law firm practitioners and in-house counsel who are focused on the benefits of using data and analytics in their practices and are evaluating which technological solutions will support this best.

Internal collaboration and knowledge management 2020

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

Effective internal collaboration is a key tenet in supporting innovation in law departments and law firms. Technology is key to supporting this. For law firms, technology enabling internal collaboration, document and knowledge management is becoming increasingly critical to attain a competitive edge. For law departments the same applies. Innovative law departments are leveraging technology that supports management of external spend and document management tools that support better integration with the business, improve security and enable the ability to leverage information from agreements quickly to add significant value to the business. In this 60 minute webinar our presenters will outline the latest in internal collaboration initiatives in the legal ecosystem. And, where and how they are providing significant value to internal stakeholders.

Speakers:

  • Ginevra Saylor, National Director, Innovation and Knowledge
    Programs, Gowling WLG
  • Jenny Hotchin, Legal Practice Head, iManage RAVN
  • Paula Pepin, Founder, LexGO (former Head of Legal, Hootsuite)
  • Sanjay Khanna, Director + Futurist, Baker McKenzie

Chair: Chuck Davis, President, Adaptive Solutions

External collaboration and knowledge management 2020

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

Effective external collaboration is critical to supporting legal innovation in law firms and law departments. Technology – in recent years – has advanced significantly to support this. Some law firms are building client centric portals that allow bespoke content to be delivered alongside sophisticated workflow management tools for their clients. And law departments are leveraging matter and document management tools to work better with external counsel as well as alongside the business.

In this 60 minute webinar our presenters will outline:

– The latest in external collaboration initiatives underway in the legal
ecosystem.
– Specific use cases in terms of choosing and implementing these tools
– How and where they are providing significant value for relevant stakeholders.

Speakers:

  • Katie Skidmore, Knowledge Management (Legal), Teck Resources
  • Andrew Terrett, Portfolio Program Director, BLG
  • Peter Stovall, Director – Innovation, Fasken
  • Craig Zofchak, Solutions Engineering Manager, iManage

Educational Objectives:
Participants will learn about what collaboration tools are available on the market. They will also learn about the various use cases that currently exist for external collaboration tools and their value proposition.

Who would benefit most from attending this program?
Law firm practitioners and In-House Counsel who are focused on the benefits of external collaboration in their practice and are evaluating which technological solutions will support this.

Contract management: creation, automation and lifecycle management 2020

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

Contracts underpin all aspects of the legal ecosystem. And, technology is pushing the envelope in enabling law firms and legal departments to create, collaborate on and extract ongoing value from their contracts. This 60 minute webinar will survey the contract management landscape, review the types of tools available to lawyers at various stages in the contract management lifecycle and look at specific examples where law firms, law departments and third party partners are implementing strategies to help them deliver value to their clients and businesses.

Educational Objectives:
Attendees will learn about the latest context and tools available to them when it comes to contract lifecycle management. They will also learn from legal practitioners about specific examples where they have implemented contract management strategies and how it is adding significant value for their clients and businesses.

Speakers:

  • Brad Chapman, Associate General Counsel, Technology & Operations, Legal & Regulatory Compliance, BMO Financial Group
  • Paige Backman, Partner, Aird Berlis
  • Mark Le Blanc, General Counsel, tvo
  • Sean Lynch, Director, Legal and Compliance Solutions, Ricoh Canada

Chair: Lynne Charbonneau, Lawyer | Corporate Director | Tribunal Judge

Who would benefit most from attending this program?
Law firm practitioners and in-house counsel who are focused on contract management in their practices and are evaluating which strategies and tools will support them best.

The evolving role of in-house counsel 2020

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

This webinar will focus on the evolving role of in-house counsel. Our presenters – legal professionals in both large and small legal departments – will touch on key areas they are focused on in their practices, how their roles are evolving and provide examples of how they are delivering value in their respective businesses. Topics they will cover on the webinar will focus on: 1) transitioning to in-house counsel – shared experiences and practice tips; 2) how a legal department can deliver legal services within a company efficiently and impactfully; 3) managing external counsel and vendors and 4) strategic alignment with the business at the executive level.

Speakers:

  • Shannon O’Hearn, Vice-President & Chief Operating Officer, Legal & Regulatory Compliance, BMO Financial Group
  • Sean Bhagwandin, General Counsel, Nissan Canada
  • Jonathan Cullen, Vice President, Legal Affairs & General Counsel, Pfizer Canada
  • Christine Holmes, Founder/CEO, LawyersInHouse

Chair: Lynne Charbonneau, Lawyer | Corporate Director | Tribunal Judge

Educational Objectives:
Attendees will learn about how and in what ways the role of in-house counsel is evolving. They will also learn about the different types of approaches that in-house counsel are taking in terms of addressing key challenges they are facing in their roles.

Who would benefit most from attending this program?
Legal professionals interested in better understanding the role of in-house counsel and the challenges they are facing in both large and small legal departments.in the next 12-18 months.

BC Estates Forum 2020

  • 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.