The 2018 Emerging Legal Technology Forum Improving Plurality, Participation and Privacy Across the Profession

Event Details

Sep 26, 2018

9:00 AM - 4:00 PM

Toronto, ON

$395 USD

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For questions about this event, please call 1-800-308-1700

The Thomson Reuters Legal Executive Institute, in association with Law Made, is pleased to present the 2018 Emerging Legal Technology Forum on September 26, 2018 in downtown Toronto. Set amidst Toronto’s vibrant technology scene, our forum brings together some of the world’s top industry change leaders and practitioners for a series of interactive and provocative sessions around the ongoing revolution in legal services.

Register Today! 

This program contains 2 hours of Professionalism Content.


Special Offers

Group discounts available. Call 1-800-308-1700 for details.

Why You Should Attend

  • Engage top legal industry professionals and leaders on new and future technology trends impacting law practice.
  • Network with colleagues and exchange ideas through interactive conversations.
  • Gain valuable and digestible insight for application at your firm.

    Who Should Attend

  • Legal Practitioners
  • Law Firm COOs
  • Law Firm CIOs
  • Law Firm Knowledge Management Professionals
  • Law Firm Innovation Leads
  • Law Firm Business Development Leads
  • Corporate Counsel
  • Legal Technology Consultants
  • Legal Change Consultants
  • Event Details

    Wednesday, Sep 26

    8:00 AM
    Registration & Breakfast
    9:00 AM
    Opening Remarks

    Pablo RodriguezVice President, Strategy & Commercial Policy, Canada, Thomson Reuters Legal

    9:15 AM
    Embracing Technophobia: Training Technologically Competent Lawyers

    Much has been said about the practical and ethical motivations behind the duty of technology competence for lawyers. Now, more than ever, clients expect legal counsel to demonstrate proficiency across a wide swath of technologies capable of transforming legal practice and offering greater overall value to a given engagement. Yet, for all the talk of duty and expectations, less attention is paid to how law firms and corporates actually train their legal talent, whether at the associate or partner level. This opening session examines best practices in how legal employers are addressing challenges around compensation systems and professional development in today’s legal market. What role do supervising attorneys and senior management play in promoting a healthy balance of proficiency, practicality, and productivity?

    Lucy Endel Bassli, Founder & Principal, InnoLegal Services, PLLC

    Kate Gibbons, Global Knowledge Partner; Chair, Knowledge Committee & Thought Leadership Board, Clifford Chance LLP
    Sukesh Kamra, National Director, Knowledge Management, Norton Rose Fulbright
    Meredith Mendes, Executive Director & Chief Operating Officer, Jenner & Block LLP
    Jason Smith, Senior Director & Legal Counsel, Apttus & Vice Chair, State Bar of Texas – Corporate Counsel Section
    Carla Swansburg, Vice President & General Manager (Canada), Epiq Systems

    10:15 AM
    10:30 AM
    The Flipside of Failure: Case Studies in Legal Innovation (Breakout)

    For an industry notoriously risk-averse, “failing” can be a bitter pill to swallow, even if losing the proverbial battle means finding a better way to win the war. This breakout consists of three dynamic presentations outlining significant projects that initially fell flat, but were ultimately deemed a success. Our presenters will share powerful insights into how failing fast (if not often) proved truly transformative for their business.

    Andrea L. Alliston, Leader, Knowledge Management Group & Partner, Stikeman Elliott LLP
    Matthew D. Peters, National Innovation Leader & Partner, McCarthy Tétrault LLP
    Paul Saunders, Practice Innovation Partner, Stewart McKelvey LLP

    A Plurality of Voices: Recruiting & Retaining Minorities in Legal Tech (Breakout)

    Many across the profession continue to beat the drum around diversity and inclusion (“D&I”) in the law. Indeed, thanks to landmark decisions by influential clients such as HP or MetLife, law firms are acutely aware that simply paying lip service to D&I is no longer enough in a market rife with competition. This session shines an inquisitive light on one of the most vibrant subsectors within legal services to address solutions and opportunities for achieving professional parity amidst the rising wave of diverse entrepreneurism.

    *This session contains 1 hour of EDI Professionalism Content

    Sameena Kluck, Strategic Account Executive, Thomson Reuters Legal

    Pablo Arredondo, Co-Founder & Chief Legal Research Officer, Casetext & Fellow, CodeX, Stanford The Stanford Center for Legal Informatics
    Monica GoyalVisiting Professor, Osgoode Hall Law School & Founder, My Legal Briefcase
    James Jones, Jr., Co-Founder, Court Buddy
    Kristen SondayCo-Founder & Chief Operating Officer, Paladin PBC
    Amy ter Haar, Associate, Creative Destruction Lab & Program Lawyer, Legal Curriculum Design, Osgoode Hall Law School

    11:30 AM
    11:45 AM
    Breakout #1: Crossing Borders: Managing Data Across Jurisdictions (Breakout)

    In a globalized business environment, law firms and their clients routinely leverage data spanning geographic or jurisdictional boundaries. Yet, thanks to ongoing political drama, and increasingly marked shifts around (inter)national (de)regulation and technology, the ability of law firms and corporate law departments to effectively manage data has proven far more arduous than expected. This conversation provides a rigorous take on best practices in interdepartmental, transnational, or trans-jurisdictional data governance across the profession. Our veteran panel will share case studies and lessons learned throughout their distinguished careers.

    Erica Gann Kitaev, CIPPManaging Editor, Privacy & Data Security, Practical Law, Thomson Reuters

    Patricia Kosseim, Counsel, Privacy & Data Management and Co-Lead, Access Privacy, Osler, Hoskin & Harcourt LLP
    Jonathan Leibtag, Corporate Counsel, Corporate, External & Legal Affairs, Microsoft Canada Inc.
    Daniel Shore, Counsel & Senior Manager of Privacy Compliance, Conversant LLC

    Breakout #2: Reliable Sources: Automation and Innovation Around Data Hygienics & Extraction (Breakout)

    As data analytics capabilities continue to mature, concerns over data quality and the extraction of actionable intelligence are recurring issues for law firms and corporate clientele. Without the ability to properly maintain or leverage internal resources, law firms and their clients would be highly pressed to pursue new business, deliver quality legal service, or become trusted business advisors—core competencies in an era where brand and personal relationships carry tremendous weight. What are some of North America’s most sophisticated legal service providers doing to ensure the health of their in-house data? What tactical approaches can IT or data professionals utilize when asked to harvest and maintain a data warehouse? And how are leading organizations formulating business strategy based upon data analytics and data blending capabilities?

    Dave Whiteside, Client Growth & Success, CLIENTSFirst Consulting LLC

    James Anok, Senior Consultant, Fireman & Co.
    Lisa M. Mayo, Director of Data Management, Ballard Spahr LLP

    12:45 PM
    Networking Luncheon
    1:45 PM
    Building Bridges: Assessing Collaborative Gains in Law Firm Start-Up Partnerships

    In recent years, law firms have spent significant capital catering to or investing in vibrant business startup communities. Whether in Silicon Valley or downtown Toronto, law firms act as incubators and catalysts for accelerating a new wave of promising businesses that purport to be the next big thing. This panel offers a comprehensive dive into some of the remarkable ways leading legal services providers are supporting startups through technological and infrastructural innovation.

    David Curle, Director, Technology and Innovation Platform, Thomson Reuters Legal Executive Institute

    Dr. Vic Arulchandran, Chief Operating Officer, Nivaura Ltd.
    Andre Garber, Director, Strategic Ventures, Dentons
    Tim House, US Senior Partner, Allen & Overy LLP
    Jules Miller, Partner, LunaCap Ventures
    Cian O’Sullivan, Top Dog & Founder, Beagle Inc.

    2:45 PM
    Afternoon Break
    3:00 PM
    A Road Less Traveled: Security, Standardization and Strategic Transitioning to the Cloud

    An intriguing takeaway from the 2017 ILTA Technology Survey was that 77% of survey respondents with “70 or more attorneys” planned to amplify their organization’s cloud technology investment in 2018. Considering how, not five years earlier, many firms were reluctant to explore this technology (whether due to privacy, reliability or organizational concerns), these latest survey findings underscore a striking shift in how law firms and their clients are leveraging the cloud to offer more agility and accessibility on demand. This closing conversation explores the growing sophistication of cloud technology, along with case studies on how some of the industry’s leading organizations are spearheading efforts to improve legal service delivery across the enterprise.

    Sally Gonzalez, Senior Consultant, Fireman & Co.

    Mick Atton, Chief Architect, Technology & Operations – Legal, Thomson Reuters
    Peter V. Nguyen, General Counsel, Corporate Secretary & Privacy Officer, Resolver Inc.
    Andrew Powell, Director of Information Technology, Macfarlanes LLP

    4:00 PM
    Closing Remarks

    Neil Sternthal, Managing Director, Canada, Thomson Reuters Legal

    4:10 PM
    Networking Reception

    Please join us for cocktails and canapés as we reflect on today’s discussions.

    James Anok

    Senior Consultant, Fireman & Company

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    Lucy Endel Bassli

    Founder and Principal
    InnoLegal Services, PLLC

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    David Curle

    Director of the Technology and Innovation Platform
    Thomson Reuters Legal Executive Institute

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    Sally Gonzalez

    Senior Consultant, Fireman & Company

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    Monica Goyal

    Founder, My Legal Briefcase & Aluvion Law; Visiting Professor, Osgoode Hall Law School

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    Tim House

    U.S. Senior Partner, Allen & Overy LLP

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    Erica Kitaev

    Managing Editor, Privacy & Data Security, Practical Law, Thomson Reuters

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    Sameena Kluck

    Strategic Account Executive
    Thomson Reuters and Westlaw

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    Jonathan Leibtag

    Corporate Counsel, Corporate, External & Legal Affairs, Microsoft Canada Inc.

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    Meredith Mendes

    Executive Director & Chief Operating Officer, Jenner & Block LLP

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    Matthew Peters

    National Innovation Leader & Partner, McCarthy Tétrault LLP

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    Pablo Rodriguez

    Vice President, Strategy & Commercial Policy, Legal and Tax & Accounting, Canada, Thomson Reuters

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    Kristen Sonday

    Co-Founder & Chief Operating Officer, Paladin PBC, Inc.

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    Carla Swansburg

    Vice President & General Manager (Canada)

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    The Thomson Reuters Toronto Customer Centre

    The Thomson Reuters Customer Centre
    Bay Adelaide West, Floor 29
    333 Bay Street
    Toronto, ON M5H 2R2

    Room Block Details

    We have reserved a block of guest rooms at the nearby Adelaide Hotel Toronto. For reservations at the group rate of $425CAD/night plus taxes, please contact the hotel directly at 416.306.5800 and reference the “Thomson Reuters Emerging Legal Technology Forum” Room Block. The cut-off date for guest room reservations at the group rate is Monday, August 27, 2018. Rooms are subject to availability. For assistance with guest room reservations, please contact our Conference Planner, Meghan Landis, at

    The Adelaide Hotel Toronto
    325 Bay Street
    Toronto, ON M5H 4G3

    Thomson Reuters Emerging Legal Tech Forum Room Block

    *The Adelaide Hotel is located within convenient walking distance of the Thomson Reuters Office (less than 1 block away).

    *Please note The Adelaide Hotel will be finishing up some minor renovations to the lobby and restaurant during our event dates. Both will be relocated to the 9th Floor during this time.

    Nearby Hotels

    The Adelaide Hotel Toronto


    The Omni King Edward Hotel


    Sponsors of This Event