Registration & Breakfast
Pablo Rodriguez, Vice President, Strategy & Commercial Policy, Canada, Thomson Reuters Legal
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
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 Goyal, Visiting Professor, Osgoode Hall Law School & Founder, My Legal Briefcase
James Jones, Jr., Co-Founder, Court Buddy
Kristen Sonday, Co-Founder & Chief Operating Officer, Paladin PBC
Amy ter Haar, Associate, Creative Destruction Lab & Program Lawyer, Legal Curriculum Design, Osgoode Hall Law School
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, CIPP, Managing 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
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.
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
Neil Sternthal, Managing Director, Canada, Thomson Reuters Legal
Please join us for cocktails and canapés as we reflect on today’s discussions.
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 email@example.com.
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.
The Adelaide Hotel Toronto
The Omni King Edward Hotel