Legal Innovation Forum Workshop Atlanta 2025

Atlanta skyline at sunset with pink and orange sky
Agenda
Structure

** For sponsorship opportunities, please contact Andrew Bowyer on: andrew@adbinsights.com or click on the button below in “Our Sponsors” section**

Approved by the Georgia Commission on Continuing Lawyer Competency for 3.5 CLE hours, including 1:00 Ethics hour.
Image of Atlanta building shot from overhead with highways and roads on the right side of the building

OVERVIEW

A 3/4-day workshop in Atlanta will bring together in-house lawyers from a wide range of industries across the Southeast for a series of presentations and interactive learning sessions, focused on AI.

Our workshop will cover unique challenges and opportunities facing in-house counsel as they relate to AI, and help participants to define, develop and implement strategies to leverage it to deliver value for their organizations.

The content of the program—with an emphasis on collaboration—will provide key contexts around the current and future state of AI, prompting sessions to help you apply AI in your workflow, ways to collaborate with third-party technology partners and discussions around ethics and AI.

STRUCTURE + AUDIENCE

  • 3/4 day event held in Atlanta on March 20, 2025 at Baker Donelson Atlanta offices
  • This event is intended for senior-level decision makers from in-house departments (i.e.; General Counsel, Chief Legal Officer, Associate General Counsel, Senior Legal Counsel, Corporate Counsel, Legal Operations Leaders, etc.)
  • Content will be thematically focused on key challenges facing legal departments, and the opportunity and risk around deploying AI to solve them
  • The workshop’s content will consist of leadership presentations, hands-on AI prompting sessions, and group evaluation of use cases
DAVID RUEFF

Chief Client Solutions Group Officer, BAKER DONELSON

CAILIN HEILIG

Senior Director of Client Solutions + Innovation, BAKER DONELSON

JUSTIN DANIELS

Shareholder, BAKER DONELSON

MARIETTE CLARDY-DAVIS

AVP Assistant General Counsel Securities Business, PFS Investments

TONY DINOLA

Principal, GRANT THORNTON

MIKE HALE

Senior Legal Counsel, SMURFIT WESTROCK

VIVIEN PEADEN

OF Counsel, BAKER DONELSON

RICK LIU

Strategic Business Development Lead, HARVEY

JOHNNY LEE

Principal, Forensics, GRANT THORNTON

ALEX KOSKEY

Shareholder, BAKER DONELSON

MATT WHITE

Shareholder, BAKER DONELSON

Program

Registration

10.30 - 10.40 am | INTRODUCTION TO THE WORKSHOP

10.40 - 11.20 AM | FIRESIDE CHAT: THE CURRENT STATE OF AI FOR LEGAL DEPARTMENTS

Artificial Intelligence is fundamentally changing the way in-house legal teams operate.

New tools are streamlining workflows by automating document review, legal research, and contract analysis, while predictive analytics are being used to assess litigation outcomes and optimize legal strategies.

This fireside chat examines the current landscape for AI and explores risks associated with its use including data privacy, regulatory compliance, and accuracy concerns.

Topics covered will include:

Contract analysis: How are AI tools helping legal teams to review, draft, and analyze contracts, review documents, and streamline legal research?

Legal research: Leveraging AI-driven platforms to streamline legal research by quickly summarizing relevant case law and precedents

Litigation prediction and risk assessment: Integrating machine learning models to analyze past cases, predict outcomes and guide legal strategy

Regulatory compliance monitoring: Understanding how to use AI to track and ensure adherence to evolving regulations

Balancing efficiency gains with careful governance to fully leverage the potential of AI while mitigating risks

The functional tensions encountered by legal departments:

  • Cost center vs Lifesaver
  • Proactive vs reactive
  • Generalizable vs idiosyncratic
  • Law vs tech/LSP budget

11.20 - 11.25 Am | LEGAL INNOVATION IN FOCUS: ELEVATOR PITCH SESSION1

Investing in innovative legal technology and AI tools has become increasingly essential for forward-thinking legal departments, allowing them to redefine the ways in which their services are delivered.

Throughout the day, some of the forum’s key partners will offer elevator pitches outlining a key area in which they are delivering value for legal departments. The purpose is to highlight ways in which service providers can help their clients deliver results and solve challenges through the use of AI.

11.25 - 12.25 pm | presentation: navigating the road ahead - the future of ai in the legal ecosystem

As AI continues to advance, legal departments will increasingly rely on predictive analytics and generative AI to refine legal strategies, enhance decision-making, and reduce costs. Collaboration between legal professionals, technologists, and policymakers will be essential in shaping AI frameworks that balance innovation with accountability.

This presentation takes a look at what lies ahead and offers tips for embracing AI efficiently to turn your legal department into a value enabler – and a strategic partner.

Topics covered will include:

  • How will AI impact the structure of the legal ecosystem?
  • Technology apps Vs Robotic Process Automation (RPA) tools: Understanding the key differences and impact on business efficiency
  • Working with third parties: Collaborating to shape AI frameworks and give your legal department an edge
  • Economic model: The value proposition of using AI

12.25 - 1.10 PM - NETWORKING LUNCH BREAK

1.10 - 1.50 pm | BREAKOUT SESSION: CREATING EFFECTIVE AI PROMPTS TO OPTIMIZE RESULTS FOR YOUR BUSINESS

Participants will be divided into three groups for an interactive learning session, during which they will have the opportunity to test out prompts on different AI tools and watch live demonstrations from an expert. Our facilitators will demonstrate prompt examples before taking requests from the audience.

1.50 - 2.00 pm | Legal INNOVATION IN FOCUS: ELEVATOR PITCH SESSION 2

2.oo - 3.00 pm | TABLETOP EXERCISE: VETTING A LEGAL DEPARTMENT USE CASE + THIRD-PARTY AI VENDORS

In this interactive learning experience, our participants will learn more about the value of AI for driving success in your legal department. Our expert facilitators will each focus on a different topic as they lead the groups through this valuable tabletop exercise.

Topics covered will include:

  • Litigation: Leveraging AI to drive success in litigation
  • Corporate/ M&A/ Transactional: Using redlining tools to revise documents in a transaction

3.00 - 4.00 pm | PRESENTATION - FROM THEORY TO PRACTICE: ETHICAL AI USE IN LEGAL SETTINGS (CLE ETHICS CREDIT)

With growing concerns around the use of AI including bias in algorithms, data privacy, and the potential for over-reliance on automated decision-making, legal departments must implement rigorous oversight to uphold ethical standards.

Discover how to prioritize responsible AI adoption in your legal department, while safeguarding the integrity of the business.

  • Bias: Training AI models to prevent biased outcomes in legal decision-making
  • Data privacy + security: Complying with legal confidentiality standards and data protection regulations
  • Human oversight + accountability: Maintaining human review to ensure accuracy
  • Clear AI usage policies: Establishing guidelines on when and how AI can be used in legal analysis and decision-making
  • Ethics rules and how they apply to AI

OUR Sponsors

Baker Donelson Logo

Global strategic PARTNER

gold sponsors

Harvey Law Firm logo

reception sponsors

Vancouver Legal Innovation Forum 2024

New York Skyline
Agenda
Structure
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**

Catherine Lau, General counsel, MEC
Catherine Lau

General counsel, MEC

Jeremy Trickett, chief legal officer, BCI
Jeremy Trickett

Chief legal officer, BCI

LILAC BOSMA, VP, legal, Canfor
Lilac Bosma

VP, legal, Canfor

Tom Orrison, Sr. Director of legal operations, Microsoft
Tom Orrison

Sr. Director of legal operations, Microsoft

Cory Olson, Director of operations and technology enablement, TELUS
Cory Olson

Director of operations and technology enablement, TELUS

Leena Khawaja
Leena Khawaja

Senior regulatory legal counsel, TELUS

Alice Davidson, General counsel, Tipalti
Alice Davidson

General counsel, Tipalti

Danielle Gifford ,Director of AI, PwC
Danielle Gifford

Director of AI, PwC

Michael McGinn, Senior manager, artificial intelligence solutions, Fasken
Michael McGinn

Senior manager, artificial intelligence solutions, Fasken

Tahira Manji, Head of legal, Article
Tahira Manji

Director of AI, PwC

Andrew Bowyer Founder of Legal Innovation Forum
Andrew Bowyer

Founder + CEO, ADB Insights (The Legal Innovation Forum)

Michael Elliot, Partner, Rice Harbut Elliott + President, TLABC
Michael Elliot

Director of AI, PwC

Ryan Black, Partner, DLA Piper
Ryan Black

Partner, DLA Piper

Sukhi Ram, Founding partner, Datum.Law
Sukhi Ram

Director of AI, PwC

Junaid Mirza, Global legal tech leadership team - Americas co-lead, PwC
Junaid Mirza

Director of AI, PwC

Candace Pietras, Professional liability practice leader, Purves Redmond Limited
Candace Pietras

Professional liability practice leader, Purves Redmond Limited

Radha Curpen, National client relationship ambassador + group head, ESG + sustainability, McMillan
Radha Curpen

National client relationship ambassador + group head, ESG + sustainability, McMillan

Scott Bleasdell, Chief product + technology officer, Dye & Durham
Scott Bleasdell

Director of AI, PwC

Allison Jackson,Director, legal talent, Lawson Lundell
Allison Jackson

Director, legal talent, Lawson Lundell

GARY KALACI Chief Executive Officer, Alexa Translations
GARY KALACI

CEO, Alexa Translations

Stephanie Hacksel, Founding partner, Hunter West
Stephanie Hacksel

Director of AI, PwC

Felix Evans, Senior sales manager, LexisNexis
Felix Evans

Senior sales manager, LexisNexis

Suhki Alberga, Founder, Bridging Legal Solutions
Suhki Alberga

Founder, Bridging Legal Solutions

Ryan Berger,
Ryan Berger

Privacy + employment partner, Lawson Lundell

Jennifer McNaught
Jennifer McNaught

Director, legal personnel + professional development, Blake, Cassels & Graydon

Sean Bernstein, Co-Founder, MinuteBox
Sean Bernstein

Co-Founder, MinuteBox

Pametal Cyr, Legal talent director, Norton Rose Fulbright
Pamela Cyr

Legal talent director, Norton Rose Fulbright

Tim Parker, Attorney, account executive, Clearbrief
Tim Parker

Attorney, account executive, Clearbrief

Rose Singh, Chief executive officer, Triage Data Solutions
Rose Singh

Chief executive officer, Triage Data Solutions

TRAVIS KELLEY, Director, corporate legal, GeoComply
TRAVIS KELLEY

Director, corporate legal, GeoComply

Program

Registration

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.
DAVID ROSEN Co-Founder, Catylex
David Rosen, Co-Founder+CEO, Catylex

Co-Founder, Catylex

RAY BRESCIA Associate dean for research + intellectual life, Albany Law School
RAY BRESCIA

Associate dean for research + intellectual life, Albany Law School

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

In conversation with:
DAVID ROSEN Co-Founder, Catylex
David Rosen, Co-Founder+CEO, Catylex

Co-Founder, Catylex

RAY BRESCIA Associate dean for research + intellectual life, Albany Law School
RAY BRESCIA

Associate dean for research + intellectual life, Albany Law School

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

Dilitrust Logo

LIF: Financial Services Infocus 2024

New York Skyline
Structure
Program
Themes

This event is under consideration for CLE credits from NYS CLE Board

New York in the Fall

OVERVIEW

A series of small forums to be held in New York, Toronto and London will bring together financial services (banks, funds) and insurance firms’ legal teams, LegalTech companies and other legal sector service providers focused on the FS space.

Each forum will cover the specific, unique challenges facing legal practitioners in the financial services industry. It will also outline the role of the legal department in the wider organization and market and how it is evolving, and help participants to define, develop and implement strategies to ensure they are innovating and delivering value for their organizations in the face of rapid change.

In response to these drivers and trends covered, we will review core legal technology solutions available to address these challenges specifically. We will also cover areas of ways that legal departments are aligning with the business and how they are managing the triumvirate of people, process and tech to deliver results.

Partner Curation

  • What’s different about LIFInFocus events is that we aim to create a market of focused sellers and buyers of legal technology and services. In effect, a buyers club matching best in class technology and services targeted specifically for problem sets faced by legal departments in financial services firms.
  • The outcome is of equal value for both sides: buyers will be presented with solutions that are specific to their needs and pre-vetted. Sellers will be able to connect with focused buyers, decreasing the cost of sale and increasing connections with genuine, targeted leads.
  • To be accepted as a seller we will apply our methodology of cross checking technology + service based solutions with our expert panel of thought leaders to ensure their value to end users in FS firms. We will also cross check seller’s solution sets through our LIF specific frameworks, ensuring they are uniquely placed to support solutions to challenges faced by financial services firms’ legal departments.

STRUCTURE + AGENDA

  • Full-day event held in New York City
  • 50 high level decision makers from financial service sector legal departments (GC, AGC, senior legal operations leaders) speaking at and attending each event.
  • Content will be thematically focused on key challenges facing FS legal departments.
  • Format will be composed of fireside chats, group work and multiple networking opportunities.
  • Location: Sidley Austin LLP : 787 7th Ave, New York, NY 10019

WHY ATTEND?

Practical, problem-focused content for today’s legal department

  • We explore the most pressing current issues and emerging threats facing legal departments (and their leaders) at financial institutions, and the role of technology in addressing these challenges
  • Learn from real-world use cases – such as dealing with regulatory challenges and black swan events – with practical insights to inform future strategies
  • Leave with an understanding of how to leverage technology – not just for efficiency – but for minimizing and managing legal risks effectively

The right people in the room

  • The forum is specifically tailored for those tasked with strategizing about risk – including GCs and tech/process experts looking for a collaborative, holistic approach to risk management
  • Engage with peers from the buy and sell sides of financial services, and gain insights into new tech that will help your legal department evolve and stay ahead of the curve
  • Explore how to integrate risk analysis (the strength of law firms) with technology and process improvements for greater scalability and speed

The ideal environment for productive conversations

  • With a limited number of attendees (no more than 50, including vendors and experts), the workshop format ensures meaningful interactions and direct engagement with speakers and experts
  • Enjoy a safe, collaborative environment under Chatham House Rule, promoting open and honest discussions about shared challenges and solutions
  • By avoiding the typical pay-to-play format, we ensure speakers and vendors are chosen for their expertise and quality – not their marketing budgets

Program

Registration

REGISTRATION + NETWORKING BREAKFAST 9:00-9:30 AM

9.30 - 9.50 AM | INTRODUCTION TO THE FORUM

  • Why we are running the series
  • What’s the purpose of the legal department? By structuring your department in a specific, thoughtful manner you will get better outcomes
  • Outline of our approach to financial institutions + the overall financial ecosystem
Andrew Bowyer Founder of Legal Innovation Forum
Andrew Bowyer

Founder & CEO, The Legal Innovation Forum

The functional tensions encountered by legal departments:

  • Cost center vs Lifesaver
  • Proactive vs reactive
  • Generalizable vs idiosyncratic
  • Law vs tech/LSP budget

9.50 - 10.40 AM | FIRESIDE CHAT: Evolution of the legal ecosystem: an inflection point

In conversation with:
DAVID ROSEN Co-Founder, Catylex
David Rosen, Co-Founder+CEO, Catylex

Co-Founder, Catylex

RAY BRESCIA Associate dean for research + intellectual life, Albany Law School
RAY BRESCIA

Associate dean for research + intellectual life, Albany Law School

Benson Cohen, Partner, Sidley Austin
Benson Cohen

Partner, Sidley Austin

Mollie Nichols, General Manager, Elevate
Mollie Nichols

Associate dean for research + intellectual life, Albany Law School

10.40 - 11.40 AM | GoAL Setting For Today’s Legal Department

  • Cover the objective and goals of the breakout sessions
  • Review of the contemporary challenges
  • Working groups of 7: in-house lawyers + sponsors
  • Overview of the 5 step process
Pratik Patel, VP, Innovation, Elevate
Pratik Patel

VP, Innovation, Elevate

Andrew Bowyer Founder of Legal Innovation Forum
Andrew Bowyer

Founder, The Legal Innovation Forum

11.40 AM - 12.00 PM | THE 5-STEP PROCESS

The 5-Step process – inspired Bridgewater’s founder, Ray Dalio’s Principles – is our organizing narrative for the structure of the day’s forum- link to learn more is here.

DAVID ROSEN Co-Founder, Catylex
David Rosen, Co-Founder+CEO, Catylex

Co-Founder, Catylex

Nora Steinman, Director: product marketing, Catylex
Nora Steinman

Director: product marketing, Catylex

12.00 pM - 1.00 PM | GROUP BREAKOUT SESSION 1 - IDENTIFY THE PROBLEM

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 Financial Institutions (Each group will have two assigned)

  • Managing emerging regulations
  • Regulatory inquiry
  • Black Swan events
  • Credit crisis + counterparty default
  • Payment or trade error
  • Significant corporate event

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

1.00 - 1.50 | NETWORKING LUNCH

1.50 - 2.05 PM| RECAP OF BREAKOUT 1 + OVERALL GROUP DISCUSSION

Here we will prompt a group discussion of the outcome of the mornings sessions. We will identify 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

2.05 - 3.05 PM | GROUP breakout session 2 : DiAGNOSE THE PROBLEMS

Building on our work in the morning assessing goals and identifying problems for their two challenges facing FIs they’ve selected, our groups will then move on to diagnosing them.

We will aim to dig into the the root causes of these challenges and how they relate to risk mitigation for the broader organization and sector.

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

3.20 - 3.40 |NETWORKING BREAK

3.25 - 3.40 PM | RECAP OF BREAKOUT 2

Here we will prompt a group discussion of the outcome of the afternoon session.

Defining the core problems: What was learned, key themes across group, interesting patterns and outliers

3:40 - 4:40PM | OPEN DESIGN DISCUSSION + WORKSHOP CLOSE

6:00 - 7:30 | DRINKS RECEPTION @ THE BRITISH RESIDENCE

themes of the forum

CONTRACTS THROUGH THE BUSINESS CYCLE LENS:

Deal acceleration (Boom economy)

Deal acceleration is a prime business focus for legal departments in financial services firms during an economic upturn. In order to meet accelerated targets, successful practitioners will be those who focus on leveraging advanced processes and technology to support swift reviews of third-party paper, rapid scanning of negotiation drafts, and the data analysis to support the business.

Risk analysis (Bust economy)

In a downturn: crisis management requires understanding rapidly and well how to deal with counterparty risk, force majeure events and other problems correlated with crashing markets. FS legal departments must assess contracts diligently to uncover key risks to the business – including reputational risk, regulatory compliance, and cyber risk. Legal and compliance may also need to scramble to remediate contract issues.

Portfolio optimization (Recovery economy)

A recovering economy is the one time where a legal department is not under boom or crisis pressure, and presents an opportunity for legal departments to catch their breath. This is the time to reflect on lessons learned and improve and optimize processes and technology in preparation for the next deluge. Focus here becomes better interoperability and integration with

processes and systems outside of the legal department, as well as . a thorough examination of negotiation systems and playbooks. This is also an opportunity to replace legacy systems with new technology and emerging ones.

CONTRACTS THROUGH THE EVENT LENS:

Black Swan events

Black swan events, such as the COVID 19 pandemic, Russia’s war on the Ukraine, or financial crises, such as Lehman – and more recently smaller events like SVB and Credit Suisse’s demise following the collapse of Archegos Capital – can have immediate and long-term effects on financial services firms, causing business disruption, risk and supply chain challenges. Defining, developing and implementing a strategy to prepare and address such events is a core responsibility for legal departments to protect against franchise risk.

Regulatory efforts

Major regulatory changes are often implemented in the wake of a black swans, such as the Dodd-Frank, and the Great Recession. Additional regulatory efforts can continue to generate work that stretches across years: for example, margin rules implementation, LIBOR remediation, and recently the Private Funds Rule.

Other regulatory efforts emerge over time from long evolving problems:

  • Cybersecurity standards are ramping up in addition to growing work for security and technology departments and have substantial implications for legal contracting and event response.
  • Climate change response generates legal work in supply chain and disclosure review

M&A Activity

Contract diligence has not gone away, with cost and time pressure only getting worse over time.

OUR partners

HOST PARTNER

STRATEGIC PARTNER

Partners

Dilitrust Logo
Global Strategic Partner

Academic Partner

Information Regarding CLE Accreditation

Albany Law School’s Center for Continuing Legal Education has been certified by the New York State Continuing Legal Education Board as an accredited provider of Continuing Legal Education in the State of New York. This program has been accredited as a source of 1 continuing legal education credit for both transitional and non-transitional attorneys in New York State. (1 Ethics). For financial hardship guidelines, please call the Center for Continuing Legal Education at (518) 472-5888.

Accommodation

We welcome requests for accommodation due to a disability. Please contact Albany Law School’s Center for Continuing Legal Education at (518) 472-5888 at least a week prior to the course to discuss your requirements.

Note

New York State Continuing Legal Education Board regulations state that credit shall be awarded only for attendance at an entire course or program, or for attendance at an entire session of a course or program. No credit shall be awarded for attending a portion of a course or a portion of a session.

Download Materials

Atlanta Legal Innovation Forum 2024

New York Skyline
Agenda
Structure
Approved by the Georgia Commission on Continuing Lawyer Competency for 3.5 CLE hours

In association with:

OVERVIEW

The Legal Innovation Forum in association with ACC Georgia will host its first forum in Atlanta on September 19th, 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 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.

Discussion 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 the Southeast’s economic innovation story?
  • Mastering digital risk – navigating a complex digital risk landscape
  • Strategy + Operations – how legal operations is catalyzing change and delivering value
  • The human equation – attracting, retaining and developing talent and navigating generational shifts

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

Meet our speakers

JENNIFER HIGHTOWER EVP, general counsel, Cox Enterprises
JENNIFER HIGHTOWER

EVP, general counsel, Cox Enterprises

BRIE BUCHANAN Deputy general counsel, Corpay
BRIE BUCHANAN

Deputy general counsel, Corpay

MARIETTE L. CLARDY-DAVIS Assistant VP, assistant general counsel, securities business, Primerica
MARIETTE L. CLARDY-DAVIS

Assistant VP, assistant general counsel, securities business, Primerica

CREIGHTON FROMMER Chief counsel, IP, tech + procurement, RELX
CREIGHTON FROMMER

Chief counsel, IP, tech + procurement, RELX

CHRISTIAN FULLER Senior counsel, employment + litigation, Georgia Institute of Technology
CHRISTIAN FULLER

Senior counsel, employment + litigation, Georgia Institute of Technology

E. JEWELLE JOHNSON Vice President, assistant general counsel and chief labor + employment counsel, Graphic Packaging International
E. JEWELLE JOHNSON

Vice President, assistant general counsel and chief labor + employment counsel, Graphic Packaging International

KELLI BROOKS Senior solutions architect, legal ops, Coinbase
KELLI BROOKS

Senior solutions architect, legal ops, Coinbase

NANCY KUMAR Law vice president, NCR Alteos
NANCY KUMAR

Law vice president, NCR Alteos

HEATHER ANCRUM Deputy GC, Atlanta Housing Authority
HEATHER ANCRUM

Deputy GC, Atlanta Housing Authority

Lauran LaFleur, Corporate counsel, LexisNexis Risk Solutions
Lauran LaFleur

Corporate counsel, LexisNexis Risk Solutions

Cat Carroll, Legal opertions manager, iManage
Cat Carroll

Legal opertions manager, iManage

Christian Lang, Founder + CEO, Lega
Christian Lang

Founder + CEO, Lega

Tracey Kinney, General counsel + corporate secretary, BlueLinx Corporation
Tracey Kinney

General counsel + corporate secretary, BlueLinx Corporation

Todd Renner, Cybersecurity + data privacy advisor, FTI Consulting
Todd Renner

Cybersecurity + data privacy advisor, FTI Consulting

Dean Sapp, SVP, information security, risk + compliance, Filevine
Dean Sapp

SVP, information security, risk + compliance, Filevine

Amanda Norcross, Shareholder, Polsinelli
Amanda Norcross

Shareholder, Polsinelli

Edward Sohn, SVP, global head of insights + innovation, Factor
Edward Sohn,

SVP, global head of insights + innovation, Factor

Emily Lippincott , Legal futurist, Filevine
Emily Lippincott

Legal futurist, Filevine

Eric Hanson, Shareholder, Polsinelli
Eric Hanson

Shareholder, Polsinelli

Logan Ide, Managing director, Latitude
Logan Ide

Managing director, Latitude

Joann Holmes, Digital assets + intellectual property attorney, web3 advisor, outside GC, HOLMES@LAW
Joann Holmes

Digital assets + intellectual property attorney, web3 advisor, outside GC, HOLMES@LAW

William Vail, Shareholder, Polsinelli
William Vail

Shareholder, Polsinelli

Andrew Bowyer Founder of Legal Innovation Forum
Andrew Bowyer

Founder + CEO, The Legal Innovation Forum

THEMES + AGENDA

10:30 - 11:15 am | REGISTRATION

11:15 - 11:25 am | welcome to the forum

11:25 - 12:15 Pm | 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

Chair

Emily Lippincott , Legal futurist, Filevine
Emily Lippincott

Legal futurist, Filevine

MARIETTE L. CLARDY-DAVIS Assistant VP, assistant general counsel, securities business, Primerica
MARIETTE L. CLARDY-DAVIS

Assistant VP, assistant general counsel, securities business, Primerica

CREIGHTON FROMMER Chief counsel, IP, tech + procurement, RELX
CREIGHTON FROMMER

Chief counsel, IP, tech + procurement, RELX

Christian Lang, Founder + CEO, Lega
Christian Lang

Founder + CEO, Lega

Eric Hanson, Shareholder, Polsinelli
Eric Hanson

Shareholder, Polsinelli

12:15 - 1:05 pm | networking lunch

1:05 - 1:55 PM | LEADING AT THE INTERSECTION OF BUSINESS AND LAW - HOW ARE LEGAL LEADERS HELPING TO DRIVE Southeast’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 the Southeast’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?

Chair

Amanda Norcross, Shareholder, Polsinelli
Amanda Norcross

Shareholder, Polsinelli

BRIE BUCHANAN Deputy general counsel, Corpay
BRIE BUCHANAN

Deputy general counsel, Corpay

JENNIFER HIGHTOWER EVP, general counsel, Cox Enterprises
JENNIFER HIGHTOWER

EVP, general counsel, Cox Enterprises

Tracey Kinney, General counsel + corporate secretary, BlueLinx Corporation
Tracey Kinney

General counsel + corporate secretary, BlueLinx Corporation

2:00 - 2:50 PM | Mastering digital risk - navigating a complex digital risk landscape

US 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

Chair

Andrew Bowyer Founder of Legal Innovation Forum
Andrew Bowyer

Founder + CEO, The Legal Innovation Forum

Lauran LaFleur, Corporate counsel, LexisNexis Risk Solutions
Lauran LaFleur

Corporate counsel, LexisNexis Risk Solutions

CHRISTIAN FULLER Senior counsel, employment + litigation, Georgia Institute of Technology
CHRISTIAN FULLER

Senior counsel, employment + litigation, Georgia Institute of Technology

Todd Renner, Cybersecurity + data privacy advisor, FTI Consulting
Todd Renner

Cybersecurity + data privacy advisor, FTI Consulting

Joann Holmes, Digital assets + intellectual property attorney, web3 advisor, outside GC, HOLMES@LAW
Joann Holmes

Digital assets + intellectual property attorney, web3 advisor, outside GC, HOLMES@LAW

Dean Sapp, SVP, information security, risk + compliance, Filevine
Dean Sapp

SVP, information security, risk + compliance, Filevine

2:50 - 3:05 pm | networking break

PRESENTATION | AI REVOLUTION IN CORPORATE & BIG LAW: WHY FILEVINE IS YOUR COMPETITIVE EDGE

Brian Messer, Director of sales, Filevine

Emily Lippincott, Sr. legal futurist, Filevine

3:10 - 4:00 PM | 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, LSPs, 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

Chair

Cat Carroll, Legal opertions manager, iManage
Cat Carroll

Legal opertions manager, iManage

HEATHER ANCRUM Deputy GC, Atlanta Housing Authority
HEATHER ANCRUM

Deputy GC, Atlanta Housing Authority

KELLI BROOKS Senior solutions architect, legal ops, Coinbase
KELLI BROOKS

Senior solutions architect, legal ops, Coinbase

NANCY KUMAR Law vice president, NCR Alteos
NANCY KUMAR

Law vice president, NCR Alteos

4:05 - 5:00 PM | 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?

Chair

William Vail, Shareholder, Polsinelli
William Vail

Shareholder, Polsinelli

Logan Ide, Managing director, Latitude
Logan Ide

Managing director, Latitude

Edward Sohn, SVP, global head of insights + innovation, Factor
Edward Sohn,

SVP, Global head of insights + innovation, Factor

E. JEWELLE JOHNSON Vice President, assistant general counsel and chief labor + employment counsel, Graphic Packaging International
E. JEWELLE JOHNSON

VP, assistant general counsel and chief labor + employment counsel, Graphic Packaging International

5:00 - 6:00 PM | cONFERENCE CLOSE + NETWORKING DRINKS reception

OUR PARTNERS

IN ASSOCIATION WITH:

sTRATEGIC PARTNER

PRESENTING SPONSOR

NATIONAL STRATEGIC PARTNER

EDUCATION PARTNER

GOLD SPONSORS

iMANAGE Logo

exhibitor sponsor

Catylex Logo

Legal Innovation Forum Atlanta 2024

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

OVERVIEW

The Legal Innovation Forum in association with ACC Georgia will host its first forum in Atlanta on September 19th, 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 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 the Southeast’s economic innovation story?
  • Mastering digital risk – navigating a complex digital risk landscape
  • Strategy + Operations – how legal operations is catalyzing change and delivering value
  • The human equation – attracting, retaining and developing talent and navigating generational shifts
  •  

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 (10:30-11:15 AM)
Opening Remarks (11:15-11:25 AM)

On the ground with Generative AI - how is Generative AI transforming the legal landscape + the wider business ecosystem

11:25 – 12:15 Pm | 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

SPEAKERS

LEADING AT THE INTERSECTION OF BUSINESS AND LAW - HOW ARE LEGAL LEADERS HELPING TO DRIVE Southeast’S ECONOMIC INNOVATION STORY?

1:05 – 1:55 PM | LEADING AT THE INTERSECTION OF BUSINESS AND LAW – HOW ARE LEGAL LEADERS HELPING TO DRIVE Southeast’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 the Southeast’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?

Speakers

Mastering digital risk - navigating a complex digital risk landscape

Speakers

2:00 – 2:50 PM | Mastering digital risk – navigating a complex digital risk landscape

US 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

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

US 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

Speakers

Daniel Farris, Partner-in-Charge, Chicago, Norton Rose Fulbright

David R. Cohen, Partner (Chair Records + E-Discovery Group), Reed Smith

Ashley S.A. Jackson, Deputy General Counsel & Chief Privacy Officer, Olive AI, Inc

Adrian Camara, Chief Executive Officer, Athennian

Chair: Stephanie Curcio, CEO + Co-Founder, NLPatent

Strategy + Operations - how legal departments are focusing on strategy to catalyze operational change and deliver value for their enterprises

3:10 – 4:00 PM | 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, LSPs, 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

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?

5:00 – 6:00 PM | cONFERENCE CLOSE + NETWORKING DRINKS reception

Speakers

OUR Sponsors

NATIONAL STRATEGIC PARTNER

Toronto The Legal Innovation Forum 2024

Toronto-Skyline-taken-from-plane-with-islands-in-the-distance-desktop
Structure
Sponsors
Agenda

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

SANDRA PERRI Senior Vice-President & General Counsel, Sun Life
SANDRA PERRI

Senior Vice-President & General Counsel, Sun Life

CONNI GIBSON Chief Legal Officer and Corporate Secretary, Interac Corp
CONNI GIBSON

Chief Legal Officer and Corporate Secretary, Interac Corp

Av Maharaj VP, Legal & Corporate Affairs, Kraft Heinz
AV MAHARAJ

VP, Legal & Corporate Affairs, Kraft Heinz

SACHA FRASER General Counsel, IBM
SACHA FRASER

General Counsel, IBM

ANTHONY RUFFOLO AVP, Shared Services, General Counsel & Corporate Secretary, Honda & Honda Financial Services
ANTHONY RUFFOLO

AVP, Shared Services, General Counsel & Corporate Secretary, Honda & Honda Financial Services

PETER V. NGUYEN SVP, Legal General Counsel & Corporate Security, Descarts Systems Group
PETER V. NGUYEN

SVP, Legal General Counsel & Corporate Security, Descarts Systems Group

CHERYL GRADEN Senior Vice-President, Group Head of Legal & Business Affairs and Corporate Secretary, TMX Group
CHERYL GRADEN

Senior Vice-President, Group Head of Legal & Business Affairs and Corporate Secretary, TMX Group

Melissa LaFlair Head of Law, Compliance and Government Relations Strategy and Operations, Manulife
MELISSA LAFLAIR

Head of Law, Compliance and Government Relations Strategy and Operations, Manulife

Dmitri Smidovich Chief Legal Officer, Cboe Canada
DMITRI SMIDOVICH

Chief Legal Officer, Cboe Canada

David Luther General Counsel and Corporate Secretary, WorkSafeNB
DAVID LUTHER

General Counsel and Corporate Secretary, WorkSafeNB

JENNIFER ARMSTRONG General Counsel & Corporate Secretary, CIRO
JENNIFER ARMSTRONG

General Counsel & Corporate Secretary, CIRO

LIBBY EVANS AVP, Legal Knowledge Management, Education, Technology and Transformation, TD
LIBBY EVANS

AVP, Legal Knowledge Management, Education, Technology and Transformation, TD

IsabelleBousquetL
ISABELLE BOUSQUET-LAROCQUE

Director, Legal Operations and Reporting, Sun Life

Louise Kennedy VP & Associate General Counsel, OPTrust
LOUISE KENNEDY

VP & Associate General Counsel, OPTrust

IMRAN AHMAD Partner and Head of Technology, Co-Chair Cybersecurity and data privacy, Norton Rose Fulbright
IMRAN AHMAD

Partner and Head of Technology, Co-Chair Cybersecurity and data privacy, Norton Rose Fulbright

DARCY LEGROS Chief Legal Talent Officer, Bennett Jones
DARCY LEGROS

Chief Legal Talent Officer, Bennett Jones

TANIA DJERRAHIAN Senior Director of Innovation and Knowledge Management, Davies
TANIA DJERRAHIAN

Senior Director of Innovation and Knowledge Management, Davies

JAMES QUINN Chief Executive Officer, Clarilis
JAMES QUINN

Chief Executive Officer, Clarilis

LISA CHAMANDY Chief Knowledge & Innovation Officer, BLG
LISA CHAMANDY

Chief Knowledge & Innovation Officer, BLG

DERA NEVIN Managing Director, Technology - Digital Insights & Risk Management, FTI Consulting
DERA NEVIN

Managing Director, Technology - Digital Insights & Risk Management, FTI Consulting

ROB MORRIS Chief Operating & Information Officer, BLG
ROB MORRIS

Chief Operating & Information Officer, BLG

Mathieu-Bergeron AVOCAT PRINCIPAL - AFFAIRES COMMERCIALES, CN
MATHIEU BERGERON

Managing Partner, Simplex Legal

Leanne Cherry
LEANNE CHERRY

Leadership Coach & Consultant

Renee Smith
RENEE SMITH

Director, Legal Business Solutions, PwC

JOHN RIZNER, Head of AI Legal Drafting Filevine
JOHN RIZNER

Head of AI Legal Drafting, Filevine

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

Legal Business Solutions, NewLaw, Senior Manager, PwC

ALAN VOTARY Head of Product, LexisNexis Canada
ALAN VOTARY

Head of Product, LexisNexis Canada

DAVID ROSEN Co-Founder, Catylex
David Rosen, Co-Founder+CEO, Catylex

Co-Founder & CEO, Catylex

CARLA SWANSBURG Chief Executive Officer, ClearyX
CARLA SWANSBURG

Chief Executive Officer, ClearyX

Kyle Turner, Attorney+Legal Technologist, iManage
KYLE TURNER

Attorney, Legal Technologist, iManage

GARY KALACI Chief Executive Officer, Alexa Translations
GARY KALACI

Chief Executive Officer, Alexa Translations

Andrew Bowyer Founder of Legal Innovation Forum
Andrew Bowyer

Founder & CEO, Legal Innovation Forum

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?

CHERYL GRADEN Senior Vice-President, Group Head of Legal & Business Affairs and Corporate Secretary, TMX Group
CHERYL GRADEN

Senior Vice-President, Group Head of Legal & Business Affairs and Corporate Secretary, TMX Group

SANDRA PERRI Senior Vice-President & General Counsel, Sun Life
SANDRA PERRI

Senior Vice-President & General Counsel, Sun Life

Av Maharaj VP, Legal & Corporate Affairs, Kraft Heinz
AV MAHARAJ

VP, Legal & Corporate Affairs, Kraft Heinz

ANTHONY RUFFOLO AVP, Shared Services, General Counsel & Corporate Secretary, Honda & Honda Financial Services
ANTHONY RUFFOLO

AVP, General Counsel & Corporate Secretary, Honda & Honda Financial Services

CHAIR

Andrew Bowyer Founder of Legal Innovation Forum
Andrew Bowyer

Founder, The Legal Innovation Forum

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.
LISA CHAMANDY Chief Knowledge & Innovation Officer, BLG
LISA CHAMANDY

Chief Knowledge & Innovation Officer, BLG

TANIA DJERRAHIAN Senior Director of Innovation and Knowledge Management, Davies
TANIA DJERRAHIAN

Senior Director Innovation & Knowledge Management, Davies

SACHA FRASER General Counsel, IBM
SACHA FRASER

General Counsel, IBM

ALAN VOTARY Head of Product, LexisNexis Canada
ALAN VOTARY

Head of Product, LexisNexis Canada

JOHN RIZNER, Head of AI Legal Drafting Filevine
JOHN RIZNER

Head of AI Legal Drafting, Filevine

CHAIR

Kyle Turner, Attorney+Legal Technologist, iManage
KYLE TURNER

Attorney, Legal Technologist, iManage

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
David Luther General Counsel and Corporate Secretary, WorkSafeNB
DAVID LUTHER

General Counsel and Corporate Secretary, WorkSafeNB

Melissa LaFlair Head of Law, Compliance and Government Relations Strategy and Operations, Manulife
MELISSA LAFLAIR

Head of Law, Compliance and Government Relations Strategy and Operations, Manulife

SAMARA SEKOUTI CONSEILLÈRE JURIDIQUE GÉNÉRALE ADJOINTE, AIR CANADA
SAMARA SEKOUTI

Director, Legal Operations and Reporting, Sun Life

Louise Kennedy VP & Associate General Counsel, OPTrust
LOUISE KENNEDY

VP & Associate General Counsel, OPTrust

Chair

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

Legal Business Solutions, NewLaw & Senior Manager, PwC

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
PETER V. NGUYEN SVP, Legal General Counsel & Corporate Security, Descarts Systems Group
PETER V. NGUYEN

SVP Legal, General Counsel & Corporate Secretary, Descartes Systems Group

DERA NEVIN Managing Director, Technology - Digital Insights & Risk Management, FTI Consulting
DERA NEVIN

Managing Director, Technology - Digital Insights & Risk Management, FTI Consulting

Dmitri Smidovich Chief Legal Officer, Cboe Canada
DMITRI SMIDOVICH

Chief Legal Officer, Cboe Canada

IMRAN AHMAD Partner and Head of Technology, Co-Chair Cybersecurity and data privacy, Norton Rose Fulbright
IMRAN AHMAD

Partner and Head of Technology, Co-Chair Cybersecurity and data privacy, Norton Rose Fulbright

Chair

GARY KALACI Chief Executive Officer, Alexa Translations
GARY KALACI

Chief Executive Officer, Alexa Translations

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?
CONNI GIBSON Chief Legal Officer and Corporate Secretary, Interac Corp
CONNI GIBSON

Chief Legal Officer and Corporate Secretary, Interac Corp

JENNIFER ARMSTRONG General Counsel & Corporate Secretary, CIRO
JENNIFER ARMSTRONG

General Counsel & Corporate Secretary, CIRO

DARCY LEGROS Chief Legal Talent Officer, Bennett Jones
DARCY LEGROS

Chief Legal Talent Officer, Bennett Jones

Chair

Leanne Cherry
LEANNE CHERRY

Leadership Coach & Consultant

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
DAVID ROSEN Co-Founder, Catylex
David Rosen, Co-Founder+CEO, Catylex

Co-Founder & CEO, Catylex

LIBBY EVANS AVP, Legal Knowledge Management, Education, Technology and Transformation, TD
LIBBY EVANS

AVP, Legal Knowledge Management, Education, Technology and Transformation, TD

Renee Smith
RENEE SMITH

Director, Legal Business Solutions, PwC

Chair

Andrew Bowyer Founder of Legal Innovation Forum
Andrew Bowyer

Founder, The Legal Innovation Forum

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
ROB MORRIS Chief Operating & Information Officer, BLG
ROB MORRIS

Chief Operating & Information Officer, BLG

CARLA SWANSBURG Chief Executive Officer, ClearyX
CARLA SWANSBURG

Chief Executive Officer, ClearyX

Renee Smith
RENEE SMITH

Managing Partner, Simplex Legal

Chair

JAMES QUINN Chief Executive Officer, Clarilis
JAMES QUINN

Co-Founder + CEO, Clarilis

4.40 - 5.45 closing remarks + reception

OUR SPONSORS

PRESENTING SPONSOR

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NATIONAL STRATEGIC PARTNER

GOLD sponsorS

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breakfast & breaks sponsor

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LUNCH sponsor

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exhibitor sponsorS

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Legal Suite
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Minute Box

RECEPTION PARTNER

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EDUCATION PARTNER

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LOGISTICS PARTNER

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Montréal LEGAL INNOVATION FORUM 2024

Montreal Skyline
Programme
Structure
Commanditares

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

JacintheLandry DIRECTRICE GÉNÉRALE DU BUREAU, BENNETT JONES
JACINTHE LANDRY

DIRECTRICE GÉNÉRALE DU BUREAU, BENNETT JONES

Denis Boulianne CHEF DES AFFAIRS JURIDIQUES ET SECRÉTAIRE, IVANHOÉ CAMBRIGDE
DENIS-BOULIANNE

CHEF DES AFFAIRS JURIDIQUES ET SECRÉTAIRE, IVANHOÉ CAMBRIGDE

STEPHANIE ASSOULINE AVOCATE EN CHEF ET DIRECTRICE PRINCIPALE, P.I., AFFAIRES JURIDIQUES, HYDRO-QUÉBEC
STEPHANIE ASSOULINE

AVOCATE EN CHEF ET DIRECTRICE PRINCIPALE, P.I., AFFAIRES JURIDIQUES, HYDRO-QUÉBEC

Audrey Gibeault ASSOCIÉE AVOCATE, LAVERY
AUDRY-GIBEAULT

ASSOCIÉE AVOCATE, LAVERY

SAMARA SEKOUTI CONSEILLÈRE JURIDIQUE GÉNÉRALE ADJOINTE, AIR CANADA
SAMARA SEKOUTI

CONSEILLÈRE JURIDIQUE GÉNÉRALE ADJOINTE, AIR CANADA

Olivier Blais CO-FOUNDER & HEAD OF DECISION SCIENCE, MOOV AI
OLIVER BLAIS

CO-FOUNDER & HEAD OF DECISION SCIENCE, MOOV AI

DOMINIQUE PERRON CHEFFE DES AFFAIRES JURIDIQUES & SECRÉTAIRE CORPORATIVE, LION ELECTRIC
DOMINIQUE PERRON

CHEFFE DES AFFAIRES JURIDIQUES & SECRÉTAIRE CORPORATIVE, LION ELECTRIC

Mary-Lynn Breton DIRECTRICE DES OPÉRATIONS, AFFAIRES JURIDIQUE ET RÉGLEMENTAIRES
MARY-LYNN-BRETON

DIRECTRICE DES OPÉRATIONS, AFFAIRES JURIDIQUE ET RÉGLEMENTAIRES

MARIE-BRAULT VICE-PRÉSIDENTE, SERVICES JURIDIQUES, BANQUE NATIONALE INVESTISSEMENTS
MARIE-BRAULT

VICE-PRÉSIDENTE, SERVICES JURIDIQUES, BANQUE NATIONALE INVESTISSEMENTS

MICHAËL HASAAN DIRECTEUR GÉNÉRAL, AVOCAT GÉNÉRAL ET SCRÉTAIRE, SAGARD
Michael Hasaan

DIRECTEUR GÉNÉRAL, AVOCAT GÉNÉRAL ET SCRÉTAIRE, SAGARD

ANDRÉ DE MAURIVEZ CONSEILLER JURDIQUE PRINCIPAL, CIBC
ANDRÉ DE MAURIVEZ

CONSEILLER JURDIQUE PRINCIPAL, CIBC

JEAN-FRANCOIS LEADER IN LEGAL BUSINESS SOLUTIONS, PWC CANADA
JEAN-FRANCOIS

LEADER IN LEGAL BUSINESS SOLUTIONS, PWC CANADA

IsabelleBousquetL
ISABELLE BOUSQUET-LAROCQUE

VICE-PRÉSIDENTE FINANCE ET ADMINISTRATION, CHAGALL DESIGN

SELENA LU ASSOCIÉE AVOCATE, LAVERY
SELENA LU

ASSOCIÉE AVOCATE, LAVERY

LOIC-BERDNIKOFF AVOCAT ET CHEF, OPÉRATIONS JURIDIQUES ET CONFORMITÉ, LAVERY
LOIC-BERDNIKOFF

AVOCAT ET CHEF, OPÉRATIONS JURIDIQUES ET CONFORMITÉ, LAVERY

EMMANUELLE-DEMERS ASSOCIÉE, BENNETT JONES
EMMANUELLE-DEMERS

ASSOCIÉE, BENNETT JONES

CAROLINE-POIRIER ASSOCIÉE, BENNETT JONES
CAROLINE-POIRIER

ASSOCIÉE, BENNETT JONES

andrea-sepinwall JURISTE D’ENTREPRISE SENIOR, SIMPLEX LEGAL
ANDREA SEPINWALL

JURISTE D’ENTREPRISE SENIOR, SIMPLEX LEGAL

ChanelleCharron DIRECTRICE, SERVICES JURIDIQUES, LITIGES, RÉCLAMATIONS ET SÉCURITÉ AÉRIENNE, BOMBARDIER
CHANELLE CHARRON-WATSON

DIRECTRICE, SERVICES JURIDIQUES, LITIGES, RÉCLAMATIONS ET SÉCURITÉ AÉRIENNE, BOMBARDIER

Marie-Julie Gagnon DIRECTRICE PRINCIPALE, DÉVELOPPEMENT DES AFFAIRES, ALEXA TRANSLATIONS
MARIE-JULIE GAGNON

DIRECTRICE PRINCIPALE, DÉVELOPPEMENT DES AFFAIRES, ALEXA TRANSLATIONS

Kintxo-Freiss RESPONSABLE ALLIANCES & PRATIQUE JURIDIQUE - AMÉRIQUE DU NORD, DILITRUST
KINTXO FREISS

RESPONSABLE ALLIANCES & PRATIQUE JURIDIQUE - AMÉRIQUE DU NORD, DILITRUST

Mathieu-Bergeron AVOCAT PRINCIPAL - AFFAIRES COMMERCIALES, CN
MATHIEU BERGERON

AVOCAT PRINCIPAL - AFFAIRES COMMERCIALES, CN

Caroline-Gadbois DIRECTRICE, GOUVERNANCE ENVIRONNEMENTALE & DURABILITÉ - REPORTING ET ASSURANCE, PWC
CAROLINE GADBOIS

DIRECTRICE, GOUVERNANCE ENVIRONNEMENTALE & DURABILITÉ - REPORTING ET ASSURANCE, PWC

THèMES et programme

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

jacinthe landry animateur

JacintheLandry DIRECTRICE GÉNÉRALE DU BUREAU, BENNETT JONES

Directrice générale du bureau bENNETT JONES

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?
Denis Boulianne CHEF DES AFFAIRS JURIDIQUES ET SECRÉTAIRE, IVANHOÉ CAMBRIGDE
DENIS-BOULIANNE

Chef des affaires juridiques et Secrétaire, Ivanhoe Cambrigde

Audrey Gibeault ASSOCIÉE AVOCATE, LAVERY
AUDRY-GIBEAULT

Associée Avocate, Lavery

DOMINIQUE PERRON CHEFFE DES AFFAIRES JURIDIQUES & SECRÉTAIRE CORPORATIVE, LION ELECTRIC
DOMINIQUE PERRON

Cheffe des affaires juridiques et Secrétaire corporative, Lion Electric

Caroline-Gadbois DIRECTRICE, GOUVERNANCE ENVIRONNEMENTALE & DURABILITÉ - REPORTING ET ASSURANCE, PWC
CAROLINE GADBOIS

Directrice, Gouvernance Environnementale & Durabilité - Reporting Et Assurance, PwC

IsabelleBousquetL
ISABELLE BOUSQUET-LAROCQUE

Vice-présidente finance et administration, Chagall Design

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

LOIC-BERDNIKOFF AVOCAT ET CHEF, OPÉRATIONS JURIDIQUES ET CONFORMITÉ, LAVERY
LOIC-BERDNIKOFF

Avocat et Chef opérations juridiques et conformité et Responsable de la protection des renseignements personnels, Lavery

Olivier Blais CO-FOUNDER & HEAD OF DECISION SCIENCE, MOOV AI
OLIVER BLAIS

Co-Founder & Head of Decision Science, Moov AI

SELENA LU ASSOCIÉE AVOCATE, LAVERY
SELENA LU

Associée Avocate, Lavery

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?
MARIE-BRAULT VICE-PRÉSIDENTE, SERVICES JURIDIQUES, BANQUE NATIONALE INVESTISSEMENTS
MARIE-BRAULT

Vice-Présidente, Services juridiques chez, National Bank Investments

ANDRÉ DE MAURIVEZ CONSEILLER JURDIQUE PRINCIPAL, CIBC
ANDRÉ DE MAURIVEZ

Conseiller Juridique Principal, CIBC

SAMARA SEKOUTI CONSEILLÈRE JURIDIQUE GÉNÉRALE ADJOINTE, AIR CANADA
SAMARA SEKOUTI

Conseillère juridique générale adjointe – Affaires commerciales, Air Canada

andrea-sepinwall JURISTE D’ENTREPRISE SENIOR, SIMPLEX LEGAL
ANDREA SEPINWALL

Juriste d’entreprise Senior, Simplex Legal

Chair

Marie-Julie Gagnon DIRECTRICE PRINCIPALE, DÉVELOPPEMENT DES AFFAIRES, ALEXA TRANSLATIONS
MARIE-JULIE GAGNON

Directrice principale, Développement des affaires, Alexa Translations

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.
Mary-Lynn Breton DIRECTRICE DES OPÉRATIONS, AFFAIRES JURIDIQUE ET RÉGLEMENTAIRES
MARY-LYNN-BRETON

Directrice des opérations affaires juridique et réglementaires, Bell Canada

MICHAËL HASAAN DIRECTEUR GÉNÉRAL, AVOCAT GÉNÉRAL ET SCRÉTAIRE, SAGARD
Michael Hasaan

Directeur général, Avocat général et secrétaire, Sagard

Mathieu-Bergeron AVOCAT PRINCIPAL - AFFAIRES COMMERCIALES, CN
MATHIEU BERGERON

Avocat principal - Affaires commerciales, CN

STEPHANIE ASSOULINE AVOCATE EN CHEF ET DIRECTRICE PRINCIPALE, P.I., AFFAIRES JURIDIQUES, HYDRO-QUÉBEC
STEPHANIE ASSOULINE

Avocate en chef et Directrice principale, p.i., Affaires juridiques, Hydro-Québec

Chair

JEAN-FRANCOIS LEADER IN LEGAL BUSINESS SOLUTIONS, PWC CANADA
JEAN-FRANCOIS

Leader in Legal Business Solutions, PwC Canada

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
EMMANUELLE-DEMERS ASSOCIÉE, BENNETT JONES
EMMANUELLE-DEMERS

Associée, Bennett Jones

CAROLINE-POIRIER ASSOCIÉE, BENNETT JONES
CAROLINE-POIRIER

Associée, Bennett Jones

ChanelleCharron DIRECTRICE, SERVICES JURIDIQUES, LITIGES, RÉCLAMATIONS ET SÉCURITÉ AÉRIENNE, BOMBARDIER
CHANELLE CHARRON-WATSON

Directrice, Services juridiques, réclamations et sécurité aérienne, BOMBARDIER

Chair

Kintxo-Freiss RESPONSABLE ALLIANCES & PRATIQUE JURIDIQUE - AMÉRIQUE DU NORD, DILITRUST
KINTXO FREISS

Responsable Alliances & Pratique Juridique - Amérique du Nord, Dilitrust

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

Nos partenaires

PARTENAIRE FONDATEUR

Lavery Logo

PARTENAIRE STRATÉGIQUE NATIONAL

PARTENAIRE HÔTE

Bennet Jones Logo

COMMANDITAIRES ORS

PWC
Dilitrust

PARTENAIRES EXPOSANTS

Legal Suite
Minute Box

PARTENAIRE EN MATIÈRE DE RÉCEPTION

Simplex Legal Logo

PARTENAIRE EN MATIÈRE DE FORMATION

ACEDS Logo

partenaire logistique

DigiCast Logo

Legal Innovation Forum Calgary 2023

Agenda

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

SANDRA PERRI Senior Vice-President & General Counsel, Sun Life
SANDRA PERRI

Senior Vice-President & General Counsel, Sun Life

CONNI GIBSON Chief Legal Officer and Corporate Secretary, Interac Corp
CONNI GIBSON

Chief Legal Officer and Corporate Secretary, Interac Corp

Av Maharaj VP, Legal & Corporate Affairs, Kraft Heinz
AV MAHARAJ

VP, Legal & Corporate Affairs, Kraft Heinz

SACHA FRASER General Counsel, IBM
SACHA FRASER

General Counsel, IBM

ANTHONY RUFFOLO AVP, Shared Services, General Counsel & Corporate Secretary, Honda & Honda Financial Services
ANTHONY RUFFOLO

AVP, Shared Services, General Counsel & Corporate Secretary, Honda & Honda Financial Services

PETER V. NGUYEN SVP, Legal General Counsel & Corporate Security, Descarts Systems Group
PETER V. NGUYEN

SVP, Legal General Counsel & Corporate Security, Descarts Systems Group

CHERYL GRADEN Senior Vice-President, Group Head of Legal & Business Affairs and Corporate Secretary, TMX Group
CHERYL GRADEN

Senior Vice-President, Group Head of Legal & Business Affairs and Corporate Secretary, TMX Group

Melissa LaFlair Head of Law, Compliance and Government Relations Strategy and Operations, Manulife
MELISSA LAFLAIR

Head of Law, Compliance and Government Relations Strategy and Operations, Manulife

Dmitri Smidovich Chief Legal Officer, Cboe Canada
DMITRI SMIDOVICH

Chief Legal Officer, Cboe Canada

David Luther General Counsel and Corporate Secretary, WorkSafeNB
DAVID LUTHER

General Counsel and Corporate Secretary, WorkSafeNB

JENNIFER ARMSTRONG General Counsel & Corporate Secretary, CIRO
JENNIFER ARMSTRONG

General Counsel & Corporate Secretary, CIRO

LIBBY EVANS AVP, Legal Knowledge Management, Education, Technology and Transformation, TD
LIBBY EVANS

AVP, Legal Knowledge Management, Education, Technology and Transformation, TD

IsabelleBousquetL
ISABELLE BOUSQUET-LAROCQUE

Director, Legal Operations and Reporting, Sun Life

Louise Kennedy VP & Associate General Counsel, OPTrust
LOUISE KENNEDY

VP & Associate General Counsel, OPTrust

IMRAN AHMAD Partner and Head of Technology, Co-Chair Cybersecurity and data privacy, Norton Rose Fulbright
IMRAN AHMAD

Partner and Head of Technology, Co-Chair Cybersecurity and data privacy, Norton Rose Fulbright

DARCY LEGROS Chief Legal Talent Officer, Bennett Jones
DARCY LEGROS

Chief Legal Talent Officer, Bennett Jones

TANIA DJERRAHIAN Senior Director of Innovation and Knowledge Management, Davies
TANIA DJERRAHIAN

Senior Director of Innovation and Knowledge Management, Davies

JAMES QUINN Chief Executive Officer, Clarilis
JAMES QUINN

Chief Executive Officer, Clarilis

LISA CHAMANDY Chief Knowledge & Innovation Officer, BLG
LISA CHAMANDY

Chief Knowledge & Innovation Officer, BLG

GARY KALACI Chief Executive Officer, Alexa Translations
GARY KALACI

CEO at Alexa Translations

ROB MORRIS Chief Operating & Information Officer, BLG
ROB MORRIS

Chief Operating & Information Officer, BLG

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

12:50 - 1:00 pm | Opening Remarks + Welcome from MC

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

Simplex Legal Logo
Osgoode Professional Development Logo

networking sponsors

Chicago The Legal Innovation Forum 2023

Agenda

OVERVIEW

The Legal Innovation Forum is hosting its first in-person, US conference in Chicago on June 22nd, 2023.

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 the Midwest’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 Chicago: June 22nd, 2023

  • 80 high level decision makers from legal departments and law firms from the Midwest
  • 4 panel discussions focused on key topics for law firms and legal departments related to the intersection of business + law
  • This course is approved for 4.00 Illinois MCLE general credit hours

purpose & Themes

  • TALENT: The people puzzle – attracting, retaining and developing talent in a new paradigm
  • LEADERSHIP:L Leading at the intersection of business and law – how are leading lawyers in key sectors driving growth in their organizations?
  • RISK: Mastering digital risk – how to define, develop and implement a strategy to navigate emerging digital risks
  • LEGAL OPERATIONS: How to make the business case for and deliver change in your law firm/legal department

Meet our speakers

SANDRA PERRI Senior Vice-President & General Counsel, Sun Life
SANDRA PERRI

Senior Vice-President & General Counsel, Sun Life

CONNI GIBSON Chief Legal Officer and Corporate Secretary, Interac Corp
CONNI GIBSON

Chief Legal Officer and Corporate Secretary, Interac Corp

Av Maharaj VP, Legal & Corporate Affairs, Kraft Heinz
AV MAHARAJ

VP, Legal & Corporate Affairs, Kraft Heinz

SACHA FRASER General Counsel, IBM
SACHA FRASER

General Counsel, IBM

ANTHONY RUFFOLO AVP, Shared Services, General Counsel & Corporate Secretary, Honda & Honda Financial Services
ANTHONY RUFFOLO

AVP, Shared Services, General Counsel & Corporate Secretary, Honda & Honda Financial Services

PETER V. NGUYEN SVP, Legal General Counsel & Corporate Security, Descarts Systems Group
PETER V. NGUYEN

SVP, Legal General Counsel & Corporate Security, Descarts Systems Group

CHERYL GRADEN Senior Vice-President, Group Head of Legal & Business Affairs and Corporate Secretary, TMX Group
CHERYL GRADEN

Senior Vice-President, Group Head of Legal & Business Affairs and Corporate Secretary, TMX Group

Melissa LaFlair Head of Law, Compliance and Government Relations Strategy and Operations, Manulife
MELISSA LAFLAIR

Head of Law, Compliance and Government Relations Strategy and Operations, Manulife

Dmitri Smidovich Chief Legal Officer, Cboe Canada
DMITRI SMIDOVICH

Chief Legal Officer, Cboe Canada

David Luther General Counsel and Corporate Secretary, WorkSafeNB
DAVID LUTHER

General Counsel and Corporate Secretary, WorkSafeNB

JENNIFER ARMSTRONG General Counsel & Corporate Secretary, CIRO
JENNIFER ARMSTRONG

General Counsel & Corporate Secretary, CIRO

LIBBY EVANS AVP, Legal Knowledge Management, Education, Technology and Transformation, TD
LIBBY EVANS

AVP, Legal Knowledge Management, Education, Technology and Transformation, TD

IsabelleBousquetL
ISABELLE BOUSQUET-LAROCQUE

Director, Legal Operations and Reporting, Sun Life

Louise Kennedy VP & Associate General Counsel, OPTrust
LOUISE KENNEDY

VP & Associate General Counsel, OPTrust

IMRAN AHMAD Partner and Head of Technology, Co-Chair Cybersecurity and data privacy, Norton Rose Fulbright
IMRAN AHMAD

Partner and Head of Technology, Co-Chair Cybersecurity and data privacy, Norton Rose Fulbright

DARCY LEGROS Chief Legal Talent Officer, Bennett Jones
DARCY LEGROS

Chief Legal Talent Officer, Bennett Jones

TANIA DJERRAHIAN Senior Director of Innovation and Knowledge Management, Davies
TANIA DJERRAHIAN

Senior Director of Innovation and Knowledge Management, Davies

JAMES QUINN Chief Executive Officer, Clarilis
JAMES QUINN

Chief Executive Officer, Clarilis

LISA CHAMANDY Chief Knowledge & Innovation Officer, BLG
LISA CHAMANDY

Chief Knowledge & Innovation Officer, BLG

GARY KALACI Chief Executive Officer, Alexa Translations
GARY KALACI

CEO at Alexa Translations

ROB MORRIS Chief Operating & Information Officer, BLG
ROB MORRIS

Chief Operating & Information Officer, BLG

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

12:00-12:50 PM | REGISTRATION & Lunch

12:50-1:00 PM | Opening Remarks

1:00 - 2:00 PM | TALENT: The people puzzle - how are law firms, legal departments and sector service providers attracting, developing and retaining talent in an era of change

The legal market is witnessing 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. This is having a significant impact on the shape of the sector and promises to continue to do so for years to come.

On this panel, we’ll review the following:

  • What are the key drivers and trends shaping the battle for talent in the legal sector?
  • What are law firms, legal departments and sector service providers doing to attract, develop and retain talent in a dynamic marketplace?
  • Portfolio careers. What types of new career paths are available to lawyers versus traditional ones?
  • Passion, purpose and generational change. A new generation of lawyers is taking the reins in the legal sector. Purpose driven, portfolio careers must be matched with authentic organizational values (flexibility, diversity and inclusion, collaboration). What does this mean for the legal profession moving forward?

Speakers:

Shauna Fulbright-Paxton, Division Counsel – Labour + Employment, Abbott Laboratories

Brooke Loucks, Director, Brand and Communications, McDermott Will & Emery

Beth Solomon, SVP & Deputy General Counsel, Pathward, N.A.

Amol Bargaje, Global Chief Innovation Officer, Mayer Brown

Neil Araujo, Co-Founder + CEO, iManage

Chair: Kevin Clem, Chief Growth Officer, HBR Consulting

MCLE credit requirements here.

2:05 - 3:05 PM | LEADERSHIP: Leading at the intersection of business and law - how are leading lawyers driving value in their organizations?

In a complex operating environment, legal leadership plays a critical role 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 and law firms, having an effective and empowered legal team coupled with an optimized and innovative approaches to address these and other areas is key.

On this panel, our speakers – legal leaders from the Midwest – will look at how their roles are evolving in terms of the challenges they are facing, how they are aligning their teams with their broader organizations and how they are acting as agents of change.

Topics covered will include:

  • Drivers and trends for legal leaders in a complex operating environment.
  • Examples of how lawyers’ roles and legal departments are evolving to meet mission critical needs of their organizations and what these challenges are.
  • How are legal departments evolving their strategies and engaging with the wider legal ecosystem to better align with the business to both manage risk and drive growth?

Speakers:

Douglas Barnard, General Counsel and Secretary, CF Industries

Kruti Trivedi, Executive Director and Assistant General Counsel, JPMorgan Chase & Co.

Dennis Garcia, Assistant General Counsel, Microsoft

Vania Montero Wit, Vice President and Deputy General Counsel, United Airlines

Trisha Cole, General Counsel + COO, Medtelligent

Chair: Stuart Douglass, Vice President, iManage

MCLE credit requirements here.

3.05 - 3.25 PM | Networking Break

3:25 - 4:25 pm | RISK: Mastering Digital Risk - how to define, develop and implement a strategy to navigate emerging digital risks

Managing 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, managing complex entity structures, evolving privacy rules and breaches are all examples of the critical importance of having a robust digital risk mitigation strategy in place.

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

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

Topics covered will include:

  • Key drivers + trends when it comes to digital risk – data breaches, know your customer (KYC), ultimate beneficial owner (UBO), privacy rules and complex entity management
  • How to develop and define an organization wide strategy to address digital risk and the role that legal departments play in supporting them
  • Delivering a digital risk mitigation strategy across the organization. Best practices in leveraging people, process and technology to manage risks? How to work cross departmentally and with 3rd parties to support these strategies.

Speakers:

Daniel Farris, Partner-in-Charge, Chicago, Norton Rose Fulbright

David R. Cohen, Partner (Chair Records + E-Discovery Group), Reed Smith

Ashley S.A. Jackson, Deputy General Counsel & Chief Privacy Officer, Olive AI, Inc

Adrian Camara, Chief Executive Officer, Athennian

Chair: Stephanie Curcio, CEO + Co-Founder, NLPatent

MCLE credit requirements here.

4:30 - 5:30 pm | LEGAL OPERATIONS: Mastering change management - how to deliver change in your legal department

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

Topics covered will include:

  • Foundations of change management in legal departments. What fundamentals need to be in place for successful change management initiatives to succeed in legal departments and their wider organizations?
  • Frameworks to approach change management initiatives in your legal department to drive change in your wider organization. Including how to build consensus, put the right teams in place, enhance processes, apply metrics to change management and choose the right technology.
  • How is legal operations acting as a catalyst for change in the legal ecosystem?

Speakers:

Curtis Batterton, Director of Global Legal Technology + Innovation, McDonald’s

Adina Newman, Associate Counsel, Legal Innovation & Operations, Con Edison (Former)

Adam Rouse, Sr. Counsel and Director of eDiscovery Operations, Walgreens

Jonathan Johnson-Swagel, Senior Legal and Business Operations Manager, Uber

Tiffany Epps Brown, Senior Consultant, Legal Operations, Aecom

Chair: Kim Craig, Co-founder, Bold Duck Studio

MCLE credit requirements here.

5:30 - 6:30 pm | Closing Remarks + Networking Reception

OUR SPONSORS

founding partner

iMANAGE Logo

gold sponsor

Legal Innovation Forum Toronto 2023

New York Skyline
Agenda
Structure
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