Toronto - March 5, 2020
Sun Life Financial Tower (Vantage Venues)
16th Floor
150 King Street West, Toronto
This program contains 6 hours and 40 minutes of Professionalism Content.
This program contains 20 minutes of EDI Professionalism Content
In-House Counsel: $249
Law Firms + Legal Sector Service Providers: $495
Overview
The Canadian Legal Innovation Forum returns to Toronto in March, 2020 - the premier forum of the second annual, national series. This year's forum focuses on the latest thinking when it comes to innovation in the Canadian legal sector. And, we'll look at examples where lawyers are adding significant value to businesses in sectors undergoing change.
The core objectives of the forum are:
To provide legal practitioners with context, information and guidance on how to define and evolve their innovation strategies.
To encourage collaboration in the legal sector to tackle the toughest challenges it and the businesses they support are facing. And leveraging opportunities linked to these challenges.
To build a national network of innovators focused on invoking change in the legal sector and aligning with business trends in the Canadian economy.
Law Departments attending: BMO, TD Bank, Sun Life, Rogers, Points, Manulife, PWC Canada, Cargojet, Cancer Care Ontario, Coinsquare, Resolver, Export Development Canada, Interac, Sheritt International, Aurora Cannabis, Siemens, Corus Entertainment, Ford Canada, University Health Network, Everest Insurance, Workplace Safety and Insurance Board, Sigma Systems, Kia Canada, Grant Thornton, Home Trust, Rogers, Travelers Insurance, World Vision Canada, Innvest Hotels and others.
There is a design thinking workshop linked to content covered in the forum that will be held in Toronto on April 7th. More information on: www.canlif.net/toworkshop
Themes
Panel and presentation topics for the Canadian Legal Innovation Forum (full agenda below).
In-House strategy: aligning with the business.
Finance: innovation, regulation and the law.
Rethinking the shape, scope and trajectory of the legal career.
Developing an innovative law firm strategy.
Focus: Transactions.
Defining, developing and executing an impactful legal technology strategy.
The business impact of changes to privacy laws.
Speakers
Agenda - March 5th 2020
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8.15 - 8.45 am: Registration and Breakfast
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8.45 - 8.50am: Welcome to the Forum
Forum MC: Jean-Phillippe Couture, Founder and CEO, Ingenio Solutions + Member of the CBA Futures Committee
Andrew Bowyer, Founder, The Canadian Legal Innovation Forum I ADB Insights
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8.50 - 9.35am: Developing an innovative law firm strategy.
With increasing competition and client expectations, law firms need to innovate. As a core pillar of their strategy, they need to foster an innovation mindset and match it with enhanced practice and service delivery models. There are many examples of how law firms are doing this. They are employing allied, non-legal professionals in prominent roles. They are re-organising areas such as pensions, compensation and technology systems. They are partnering with third parties - often competitors - to provide solutions for their clients. And, they are working to provide more flexible and fulfilling careers for their employees. This panel will look at the core components of an effective law firm innovation strategy and how to develop and deliver one.
Theo Ling, Partner + Member of Global Innovation Committee, Baker McKenzie
Robert Garmaise, Chief Innovation Officer, Fasken
Sarah Petersen, Lawyer, Spark LLP
Dawn Marchand, President + CEO, Lawyers Financial
Chair: Darlene Tonelli, Founder, Inter Alia Law
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9.40 - 10.25am: Focus: Transactions.
Corporate transactions are complex. They are also time consuming, costly and often managed in inefficient ways. To address these challenges, lawyers and legal technology companies are developing unique and impactful solutions. Technology plays a key role - with many tools emerging to enhance and make transactions more efficient. And organizations are revamping legal project and process management techniques. Here, we will review the key drivers and challenges in the current transactions landscape. And, we will look at specific examples where these drivers and challenges are being met with innovative solutions.
Brad Chapman, Associate General Counsel, Legal & Regulatory Compliance | BMO Financial Group
Mike Hollinger, Partner, Dentons
Amir Reshef, Co-Founder + CEO, dealcloser
Chair: Jean-Phillippe Couture, Founder and CEO, Ingenio Solutions + Member of the CBA Futures Committee
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10.25 - 10.50am: Networking Break
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10.50 - 11.35am: In-House strategy: aligning with the business.
An agreed upon thread in the in-house innovation discourse is the need to align with the business. But too often these conversations tend to remain in-house - that is - between lawyers. What does the business really need from in-house and external counsel? How can lawyers engage with business partners to understand, determine and develop flexible solutions to support business growth - moving from a cost centre to a value creator? And - conversely - what do lawyers need from their business leaders to support this? This panel will discuss how in-house lawyers and their business partners can better collaborate to deliver results.
Sandra Perri, Vice President & Associate General Counsel, SunLife Financial
Charles Whitburn, General Counsel, Points
Mark Le Blanc, General Counsel, tvo
Heather Yamoah, Senior Legal Counsel, PwC Canada
Chair: Jason Moyse, Principal, Law Made Inc.
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11.40 - 12.25pm: Finance: innovation, regulation and the law.
In recent years, innovation in the financial sector has been an evolving story. The rise of fintech and open banking initiatives has increased innovation, competition and consumer choice. And - in line with these shifts - the need for evolved regulation to support the Canadian financial sector. Another example which will have significant impact on the sector is the elimination of LIBOR (The London Interbank Offered Rate) slated for 2021. This change will create significant volumes of inter-company financial agreements that will need to be renegotiated on a massive scale. Both of these examples point to the critical role that lawyers play in helping financial institutions navigate a complex operating environment. On this panel, we’ll review the impact of changes to the financial sector and look at examples where lawyers are enabling innovative solutions to these challenges.
Eric Richmond, Vice President, Legal, Coinsquare
Mark Pratt, Senior Vice-President and Chief Legal & Compliance Officer, Canadian Personal and Business Banking, BMO Financial Group.
Sean Rafter, Director, Financial Services, Axiom U.S.
Chair: Paul Rand, Chief Investment Officer, Bentham IMF/Omni Bridgeway
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12.25 - 1.20pm: Lunch - Supported by Osler
Welcome from Simon Wormwell, Chief Knowledge & Innovation Officer, Osler
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1.20 - 1.40pm: Presentation - Proactive Compliance Monitoring
Every industry has different criteria for what constitutes a regulatory compliance violation. Learn how to identify key areas of vulnerability and develop a proactive compliance monitoring strategy that enables your organization to detect suspicious content before it escalates.
Sean Lynch, Director, Legal and Compliance Solutions, Ricoh Canada
Mark Sekulich, Sr. Account Executive, Relativity Trace
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1.40 - 2.25pm: Defining, developing and executing an impactful legal technology strategy.
Technology is a critical component to any successful legal innovation strategy. Yet much of legal technology’s impact is over-hyped and visible results can be hard to measure. How can law firms and law departments develop a coherent, durable and cost effective technology strategy to drive their broader innovation agenda? And how can vendors work to align better with their clients to support their innovation agendas? Here, we will look at examples of how law and technology are converging to deliver impactful innovation.
Sean Lynch, Director, Legal and Compliance Solutions, Ricoh Canada
Peter Nguyen, General Counsel, Resolver
Susan Wortzman, Partner and founder of MT>3, McCarthy Tetrault
Melissa Uster, Legal Resource Counsel, Davies
Chair: Mitch Kowalski, Legal Operations Advisor and General Counsel
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2.25 - 2.45pm: Networking Break
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2.45 - 3.30pm: The business impact of changes to privacy laws.
Evolving changes to privacy laws are having a significant impact for companies doing business in domestic and international markets. To date, Canadian organizations have had to adjust to the EU’s GDPR rules and emerging privacy laws in states such as California. Further, far-reaching changes to privacy laws in both the US and Canada on a federal level are also anticipated. Businesses - and lawyers working in and for them - have had to adjust accordingly; sometimes with significant impact on their operating models. This panel will focus on changes to national and international privacy laws and how in-house and private practice lawyers are collaborating to address these challenges in innovative ways.
Chris Plauschinn, Senior Director, IT and Enterprise Infrastructure, Ricoh Canada
Erica Zarkovich, General Counsel and Chief Privacy Officer, Ontario Health (Cancer Care Ontario)
Adam Kardash, Partner, Privacy and Data Management, Co-Lead, AccessPrivacy, Osler
Chair: Danielle Young, Senior Counsel + Lead of Privacy and Data Practice Group, Manulife
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3.35 - 4.20pm: Rethinking the shape, scope and trajectory of the new legal career.
Increasingly - due to both competitive pressures and a generational shift - lawyers are seeking alternative career paths. They are looking to their traditional employers - law firms and in-house - to support these new career paths. How can law firms and in-house teams support non-traditional legal career paths in their firms, companies and outside of them? And what opportunities exist for lawyers seeking career paths beyond traditional lawyering? This panel will look at the current shape, scope and trajectory of the new legal career.
Gillian Scott, Partner, Innovative Products, Osler
Christine Holmes, Founder/CEO, LawyersInHouse
Aaron Baer, Partner, Aird Berlis
Sondra Rebenchuk, Counsel, Legal Technology and Process Improvement, Blakes
Chair: Christine Dobby, Corporate Law Reporter, The Globe and Mail
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4.20pm: Closing Remarks
Andrew Bowyer, Founder, The Canadian Legal Innovation Forum I ADB Insights
