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Canadian Law Firm Leadership Forum

Insight Information’s Canadian Law Firm Leadership Forum will bring together experts from across Canada’s legal services landscape to explore the key business and management issues facing law firms today. Topics such as talent management, investing in innovation, and continuously improving operational efficiencies to increase client engagement and satisfaction are paramount to firms that want to grow their market leadership position while setting themselves apart from competitors. Through case studies, expert panel discussions, and featured presentations, leading authorities in a range of fields will provide you with tools to critically analyze your firm’s approach to leadership.

Conference Highlights:

  • Client Service – Aligning Service Delivery to Meet Client Expectations
  • Managing Partner Panel: The Business of Managing a Law Firm in the 21st Century
  • Case Study: Strategic Considerations in Partnering and Alternative Service Arrangements
  • CFO Perspectives on Measuring & Improving Law Firm Financial Performance
  • Employee Engagement, Retention and Termination: A Complex Challenge for Law Firms
  • Succession Planning: Perspectives from the Professional Development Experts
  • Technology Driven Disruption: Opportunities and Threats to Law Firms
  • Innovation and the Law Firm Business Model
  • Regulatory Limitations on the Practice of Law: Lessons from Key Jurisdictions
  • Project Management & Law Firms: Discovering Significant Efficiencies and Benefits
  • Views from the Compensation Experts – Examining Sustainability of Law Firm Compensation Models and Pay Structures
  • Professional Practice Liability: Trends, Developments and Key Issues to Consider
  • Case Study: Practice Productivity Enhancements
  • What General Counsel Expect from Law Firms Today

Who Should Attend:

  • Managing Partners
  • Law Firm Board Members
  • Chief Marketing Officers
  • Directors of Business Development
  • Practice Group Leaders
  • Practice Group
  • Business Managers
  • Directors of Professional Development
  • Chief Financial Officers
  • Directors of Finance
Stephen R. Binder, BA, CPA, CA
Partner | National Privately Held Business Leader
Grant Thornton LLP
Stephen offers his clients 38 years of business advisory experience and pragmatic advice. His practice includes a diverse group of entrepreneurial businesses, professionals and business leaders. Stephen also plays an advisory role for many of his clients and has contributed in creating, implementing and executing strategic planning programs, exit and growth strategies, and general business insight. Stephen’s focus is on value, helping his clients unlock their potential for growth and manage their business. Areas of expertise include strategic planning private enterprise tax services, financial statement reviews, profit and operational improvement, exit strategies and acquisitions.
Daniel P. Bourque
Senior Corporate Counsel & Chief Privacy Officer
Xerox Canada Ltd.
Michael Fitzgibbon
Founding Partner
Watershed LLP
Management Labour & Employment Lawyers
Mike is a founding partner of Watershed LLP, a management-side labour and employment law boutique located in Oakville, Ontario. Prior to founding Watershed, and since his call to the bar in 1993, Mike practiced management side labour and employment law at one of Canada’s largest national law firms and was an equity partner in that firm. He is a sessional lecturer at the University of Toronto where he teaches employment law at Woodsworth College. Mike has co-authored two books Recent Developments in Union Certification and Decertification and Understanding Ontario’s Employment Standards Act, 2000, and contributed chapters to a number of others, has written on a wide range of labour and employment law topics, and speaks regularly at various conferences including at the Canadian Bar Association, Quebec Bar Association, Law Society of Upper Canada and the Human Resources Professional Association of Ontario. Mike has been interviewed by, among others, MacLean’s, CBC, Report on Business, the Globe and Mail, National Post, Toronto Star, Lawyer’s Weekly, Law Times, Canadian Lawyer and the CBA National Magazine and numerous other magazines, print publications, on television and radio on a range of labour and employment law issues. He is also the author of one of the first Canadian legal weblogs (http://labourlawblog.typepad.com/) and the longest running Canadian weblogs on labour and employment law issues.
Andrew Fleming
Managing Partner, Toronto Office
Norton Rose Fulbright Canada LLP
He is a Partner of Norton Rose Fulbright Canada LLP and is Managing Partner of the Toronto office. He is a member of the Business Law Group of Norton Rose Fulbright Canada LLP and its Banking and Financial Products practice team. He has extensive experience in business law, including banking, company and securities law, and regulatory requirements relating to financial institutions and products, as well as corporate transactions, financings and mergers & acquisitions. In the area of banking law, he has participated in structuring some of the largest corporate credits in Canada and assisted on banking matters related to the ABCP (asset-backed commercial paper) crisis. On the financial regulatory front, Mr. Fleming participated in structuring the first global covered bond programme by Canadian issuer (RBC), and the first ever covered bond issue in Canada, also for RBC. In addition, he participated in the structuring of an innovative structured finance shelf offering for RBC in Canada. In both cases, a detailed understanding of the regulatory environment applicable to financial institutions was required, as well as, an appreciation of the related policy issues. Also has acted as arbitrator in international business matters. Andrew is a Past Member of the Continuous Disclosure Advisory Committee of the Ontario Securities Commission and of the Committee on Corporate Disclosure of the TSX. He was called to the Bar of Quebec in 1975 and to the Bar of Ontario in 1999. He is listed as one of Canada’s leading Capital Markets lawyers in The Legal Media Group Guide to the World’s Leading Capital Markets Lawyers.
Micheline Gravelle
Managing Partner
Bereskin & Parr LLP
Micheline is the Managing Partner at Bereskin & Parr LLP and heads the firm’s biotechnology and pharmaceutical practice group. Micheline is a patent agent registered to act before the Canadian and United States Patent Offices. Micheline has B.Sc. in Biochemistry and an M.Sc. in Immunology. Her practice includes including assessing new technologies, preparing and prosecuting patent applications worldwide and conducting due diligence analysis on patent portfolios. Micheline is consistently ranked by the Lexpert Directory as a leading biotechnology practitioner.
Simone Hughes
Chief Marketing Officer
Field Law
Simone Hughes has been strategically leading functional areas of professional services organizations for over 15 years in regional, national and global spaces. She has applied her rigorous financial services background to the legal industry over the last 8 years as CMO and sits ‘at the management and strategy’ table at Field Law today. Simone leads profitable and people-sensitive change by blending her business, academic and volunteer background into achievable and profitable programs.
Emily Jelich
Vice President & Associate General Counsel
RBC Law Group
Rick Kathuria PMP, CMC, P. Eng
National Director, PMO and Legal Logistics
Gowling Lafleur Henderson LLP
Rick Kathuria is National Director, Project Management and Legal Logistics at Gowlings. In this role, he leads the firm’s business transformation agenda and project management strategy (Gowlings Practical), applying process optimization and project management principles to the delivery of sophisticated legal services. As a certified project management professional (PMP), certified management consultant (CMC) and professional engineer (P.Eng.), Rick has over 15 years of experience working on large international projects at top-tier consulting firms. A noted authority on legal project management, (LPM), he co-authored the book Project Management for Lawyers (Ark Group, 2011). He is also on the executive committee of the Project Management Institute’s LPM initiative, promoting the education and adoption of LPM around the world.
Anne Kennedy
Managing Partner
Pallett Valo LLP
Anne Kennedy is the Managing Partner of Pallett Valo LLP and has been involved in management of the firm since 1996. She is also a member of the Commercial Litigation Practice, the Wills, Estates & Trusts Practice and Family Business Law Group of the firm. Anne’s commercial litigation practice has an emphasis on real property disputes including title issues, contractual disputes and commercial mortgage enforcement. She also practices in the area of estates and trusts litigation and has represented Estate Trustees, beneficiaries and institutional and government clients in estate disputes. She brings a practical approach to the resolution of complex commercial disputes as well as contentious estates matters. Anne is also a mediator and has recently started a practice as a mediator in the areas of commercial and estate disputes. As Managing Partner, Anne has participated in the OBA’s Managing Partner Roundtable and has represented Pallett Valo LLP in the Justicia Project of the Law Society of Upper Canada. In 2011 and again in 2013, Pallett Valo LLP was recognized as one of the top Ontario Regional Law Firms as chosen by the readers of Canadian Lawyer magazine. Anne has been a speaker at events for the Ontario Bar Association, the Law Society of Upper Canada and Insight Information.
Norm Letalik
Partner and Managing Director, Professional Excellence
Borden Ladner Gervais LLP
As Borden Ladner Gervais’ Managing Director, Professional Excellence, Norm’s responsibilities include recruitment, mentoring, performance evaluations, continuing education, knowledge management and professional development activities, which comprise BLG’s Professional Excellence Program. Norm is a Fellow of the College of Law Practice Management. Prior to practicing law, Norm was a law professor at Dalhousie University (1980-86) and the National University of Singapore (1986-88). Norm has delivered numerous papers and presentations throughout the world, and has written more than 50 publications in many areas of law. Norm is an adjunct professor at the University of Toronto Law School, where he lectures in the Global Professional LL.M. Program. Norm was called to the bar of Ontario in 1989 and was added to the rolls as a solicitor in England and Wales in 1998. Norm currently practices in the fields of product liability, class actions, maritime and shipping law. He is a litigation partner and the National Leader of BLG’s Auto Industry Focus Group. Norm is listed in Best Lawyers in Canada for product liability law and in Lexpert for maritime and shipping law. Norm is the past National Head of the following BLG focus groups: Product Liability, Information Technology, International and ADR.
Marc McAree
Managing Partner
Willms & Shier Environmental Lawyers LLP
Malcolm Mercer
Partner and General Counsel
McCarthy Tétrault LLP
Salvatore Mirandola
Partner
Borden Ladner Gervais LLP
Richard Nice
Director of Finance
Torys LLP
Mara Nickerson
Chief Knowledge Officer
Osler, Hoskin & Harcourt LLP
Mara Nickerson is the Chief Knowledge Officer at Osler, Hoskin & Harcourt LLP. As CKO Mara has responsibility for ensuring that Osler legal professionals have access to the information, resources and learning that will enable them to work efficiently, provide valued client service and share knowledge and expertise. In this capacity Mara has responsibility for knowledge management, professional development, the library, conflicts, new filing opening and records management. Mara is also one of the senior admin team responsible for the Firm’s Practice Management and Innovation initiative which has developed the Firm’s approach to legal project management and legal process improvement.
David Pickwoad
SVP & General Counsel
Hudson’s Bay Company
David Pickwoad joined Hudson’s Bay Company (HBC) in May 2010 and was appointed Senior Vice-President and General Counsel in April 2012. Prior to joining HBC, Mr. Pickwoad practiced corporate, M&A and securities law at Stikeman Elliott LLP from 2003 to 2010. While at HBC, David has been actively involved in a number of significant transactions, including the sale of Zellers’ leases to Target Canada in January 2011, the subsequent wind-down of Zellers’ operations, HBC’s November 2012 initial public offering on the Toronto Stock Exchange, and most recently HBC’s November 2013acquisition of Saks Incorporated. David is also responsible for managing a team of 13 lawyers at HBC and its U.S. subsidiary’s Lord & Taylor & Saks.
Michael G. Sherrard
Sherrard Kuzz LLP
Michael Sherrard is the founding member of Sherrard Kuzz LLP and an established leader in his field. He is recognized as Repeatedly Recommended and a Leading Practitioner by Lexpert and a Top Lawyer by Chambers Global which states: “focusing on labour matters for employers Michael Sherrard is great at satisfying the needs of even the most demanding clients”. Michael is Past Chair of the National Labour and Employment Law Section of the Canadian Bar Association and the Labour Relations Section of the Ontario Bar Association. He is the recipient of the 2010 Construction Institute of Canada’s Chancellor’s Award of Excellence, and the University of New Brunswick Alumni Award of Distinction. Michael is widely published and speaks on a variety of employment and labour law topics. He is frequently asked to develop and lead workshops designed to improve managerial leadership skills.
A.J. Silber
Vice President, Legal Affairs
Brookfield Asset Management
A.J. Silber is the Vice President, Legal Affairs and Corporate Secretary of Brookfield Asset Management Inc. Prior to joining Brookfield in 2012, A.J. worked as an associate at Torys LLP from 2006-2009. While at Torys, he spent ten months on secondment at Canada Pension Plan Investment Board as a lawyer in their public markets group. A.J. began his legal career as an associate at Ropes & Gray LLP in the firm’s New York office, where he worked from 2006-2009. He is a graduate of the JD/MBA program at the University of Toronto and Rotman School of Management and also holds a Bachelor of Commerce degree from McGill University. Originally from Vancouver, A.J. resides in Toronto with his wife and two young children.
Ian Tod
former Global Chairman
Deloitte Legal and
Deputy Global Managing Director
Deloitte Tax
Gordon Vala-Webb
Director, Innovation and Information
McMillan LLP
Gordon is National Director, Innovation and Information, for McMillan LLP. He is responsible for developing and executing firm-wide strategies for innovation and information strategy that will help shape and implement “best-in-class” internal processes, tools and technologies. He leads a team of professionals who provide various internal services:Knowledge management; Legal and business research/competitive intelligence; Online content & collaboration; Records management; e-Discovery; and Process improvement. Previously he was National Director of Knowledge Management for the 6,000-member PwC Canada where he co-lead the initiative to develop and launch their first innovation program. He also led the Global Business Value / Design team as part of the selection and rollout of a social networking platform across PwC’s network of firms (175,000 people in 150+ countries). That platform won Jive’s best-in-show “New ways in business” in 2012. He also has experience leading organizational change in the public and non-profit sectors. Gordon teaches Leading Innovation at OCADU. He has a Masters of Management Science (Technology) from the Faculty of Engineering (Waterloo) and is a certified Human Capital Strategist (HCI).
Jane Waechter
Associate General Counsel & Managing Director
BMO Capital Markets
Kevin R. West
Founder
SkyLaw
Kevin is a senior corporate and securities lawyer with more than 14 years of experience practicing in Toronto, New York and Australia. Kevin has led numerous corporate transactions, including mergers and acquisitions, financings, initial public offerings and joint ventures. He also has significant experience advising companies on corporate governance, disclosure and compliance issues. Kevin was a partner at Davies Ward Phillips & Vineberg LLP for over 5 years where he had a broad corporate practice and represented a number of foreign companies making acquisitions in Canada. Prior to joining Davies, he practiced with Sullivan & Cromwell LLP in New York City and Sydney, Australia and clerked for Justice Binnie at the Supreme Court of Canada. Kevin founded SkyLaw in 2010. Kevin is actively involved in the community. He works with many not-for-profit corporations, charities and social enterprises and leads several pro bono initiatives at SkyLaw. Kevin has volunteered his time with a number of organizations, including as a partner with Social Venture Partners, as a director of Skills for Change and on the corporate governance committee of Project Canoe. He also enjoys coaching hockey and sponsors the SkyLaw Atom Hockey team in the Leaside Girls Hockey Association.
Michael Whitt
Partner
Bennett Jones LLP

June 9, 2014

8:30 Registration and Continental Breakfast
9:00 Chair’s Opening Remarks
9:15

Featured Presentation: Client Service – Aligning Service Delivery to Meet Client Expectations

Ian Tod
Former Global Chairman of Deloitte Legal and
Deputy Global Managing Director of Deloitte Tax

  • Business clients, reacting to pressures within their own markets, are searching for ways to increase productivity and reduce costs throughout their organizations; Consumer clients are frequently not engaging lawyers even to meet real needs; These unprecedented challenges facing law firms are by now fairly well understood
  • What should the best law firms do to thrive in the current environment? Where are the hidden insights into what clients and talented lawyers are saying that can be turned into significant competitive advantage?
  • Becoming more profitable: how should the best law firms operate to deliver real value for clients at competitive prices while increasing the engagement of their professionals at all levels
  • At a time of great difficulty, some law firms will rise above the rest; What will they look like?
10:00

Managing Partner Panel: The Business of Managing a Law Firm in the 21st Century

Panel lead by

Micheline Gravelle
Managing Partner, Bereskin & Parr LLP

Anne Kennedy
Managing Partner
Pallett Valo LLP

Andrew Fleming
Managing Partner, Toronto Office
Norton Rose Fulbright Canada LLP

  • Evaluating strategic challenges that Managing Partners wrestle with including the process of strategic planning itself • Addressing talent and team management in a multi-discipline / multi-generation work environment
  • Key lessons learned – what we can learn as a profession from those who came before us
10:45 Networking Break Sponsored by
11:00

Case Study: Strategy & Strategic Planning – Preparing the Firm for the Future: Things you must get right

Panel lead by
Stephen R. Binder, BA, CPA, CA

Partner | National Privately Held Business Leader
Grant Thornton LLP

Kevin R. West
Founder
SkyLaw

Marc McAree
Managing Partner
Willms & Shier Environmental Lawyers LLP

  • Addressing change to prepare for the future – understanding the reasons behind: why firms are FIRED; why there is pressure on fees; and what clients really want
  • Is your firm innovative? Understanding the firm’s purpose and mission before tackling innovation
  • Understanding the role strategy plays in managing a successful legal business – key questions to focus on
  • Proactively achieving the “loyalty effect”: client service involves building a “moat” around your clients as they are being courted from all directions
11:45

CFO Perspectives on Measuring & Improving Law Firm Financial Performance

Richard Nice
Director of Finance
Torys

  • Understanding and measuring performance will always provide opportunities for improvement to a firm’s bottom line
  • Compensation in almost all law firms is inextricably linked to financial performance but the right compensation system can drive the behaviours that will lead to improved financial performance
12:30 Networking Luncheon
1:45

Employment Law: Considerations of Relevance to a Law Firm Manager

Michael Fitzgibbon
Founding Partner
Watershed LLP, Management Labour & Employment Lawyers

  • With their multiple employee categories, law firms pose complex challenges for managers in the area of employment law
  • Strategic considerations such as revisiting the business model for law firms will require an understanding of the implications for your management of employees that follow from any change
  • Talent management is vital with the mobility of today’s workforce, especially given the market for legal professionals
  • Innovation is possible, but it may result in unintended consequences for your various employment arrangements
2:30

Professional Practice Liability: Trends, Developments and Key Issues to Consider

  • The strategy of managing a professional practice involves numerous considerations including taking responsibility for the maintenance of the firm
  • Practice management tools and techniques can be utilized to enhance the firm’s efficiencies
  • Talent management includes specific care being taken to maintain and develop a sufficient level of professional expertise
  • Innovation in the approach taken to managing one’s practice can help to become more competitive
3:15 Refreshment Break
3:30

Marketing-Led Law Firms? Seriously Scandalous!

Simone Hughes
Chief Marketing Officer
Field Law

  • Serious future-oriented law firm leaders are making strides in focusing on sustainable growth
  • Lifetime value (LTV) of a client considering client retention, loyalty, and experience management are the topics of progressive leaders
  • Does your firm and your lawyers have the guts to change the status quo and reap the benefits of business stabilization? Or will you be the next dodo?
4:15

Technology Driven Disruption: Opportunities and Threats to Law Firms

Michael Whitt
Partner Bennett Jones LLP

  • Christensen’s model of Innovation and Disruption posits that changes in technology enable unexpected innovations in service delivery which in turn can up-end incumbent providers’ business models; law firms are not immune to the effects of this model
  • Disruption presents opportunities for law firm leaders to revisit the assumptions that were the basis for their behavior; this disruption is worth thinking about in terms of planning for our own futures
5:00 Co-Chair Closing Remarks and Adjourn for the Day

June 10, 2014

8:45 Chair’s Opening Remarks
9:00

Featured Presentation: Innovation and the Law Firm Business Model

Gordon Vala-Webb
Director, Innovation and Information
McMillan LLP

  • Big law in Canada has enjoyed consistent good times for more than 20 years – no more; lawyers haven’t needed to change – so they didn’t; they just added staff or externalized their dysfunction onto their clients
  • Clients are insisting on more for less while new technologies are enabling new ways of providing legal services (and turning some services into products available on a mobile phone)
  • Most lawyers and law firms now know they need to change – but it is not going to be easy as they don’t know which way to go (strategy) and how to get there (implementation)
  • In this talk you will learn: why change is hard for law firms; what you can do about it; the three most important things you can do to get started and why it could be fun – for you and the rest of your firm
9:45

Regulatory Limitations on the Practice of Law: Lessons from Key Jurisdictions

Malcolm Mercer
Partner and General Counsel
McCarthy Tétrault LLP

  • The “billable hour” model is inherently limited as are the revenues that can be generated from it; this leads to law firms being faced with a constrained business model • There are jurisdictions in the world in which the regulatory limitations on legal practices have been liberalized
  • In various jurisdictions new forms of practicing law are developing, of relevance for those who have management responsibilities within a Canadian law firm
  • Current trends are causing the definition of legal services to be revisited, with potential consequences for small to medium-sized firms
10:30 Networking Break
10:45

Project Management & Law Firms: Discovering Significant Efficiencies and Benefits

Rick Kathuria PMP, CMC, P. Eng
National Director, PMO and Legal Logistics
Gowling Lafleur Henderson LLP

  • Project Management provides valuable tools that can improve matter efficiency and client satisfaction. However, it is important that the principles be applied in a manner that is aligned with the organization’s culture
  • Regardless of the size of your firm, or the complexity of the matter on which you are working, there are project management techniques that can be used without necessarily involving extra administration
  • Developing project management skills within your firm can become a valuable strategy for professional development
  • Innovative applications using a project management toolkit have been applied to law firms with results that include successes in business development and the ability to serve new clients and markets
11:30

Panel: Knowledge Management: Approaches to Enhance Firm’s Performance

Norm Letalik
Partner and Managing Director, Professional Excellence
Borden Ladner Gervais LLP

Mara Nickerson
Chief Knowledge Officer
Osler, Hoskin & Harcourt LLP

  • Strategy involves choices and there are a number of strategies that you can utilize in order to enhance your firm’s performance through professional development and knowledge management projects
  • Legal process improvement at your firm becomes enabled by professional development and knowledge management initiatives
  • Changing your firm’s culture and increasing the engagement levels of your professionals is the role of Professional Development and Knowledge Management
12:15 Networking Lunch
1:15

Using iPads (and other tablets) to Make You a More Productive Lawyer

Salvatore Mirandola
Partner
Borden Ladner Gervais LLP

  • Lawyers are increasingly using tablet mobile devices, such as iPads, in their day-to-day practice
  • Tablet devices can be used to assist in project management, document creation/review, research and marketing, among many other things
  • In this session, a practical demonstration will be provided of how tablet devices can be used to manage your practice and improve your productivity
2:15 Networking Break
2:30

Views from the Compensation Experts – Examining Sustainability of Law Firm Compensation Models and Pay Structures

Michael G. Sherrard
Sherrard Kuzz LLP

  • What are the key principles that we can learn from experts about compensation best practices?
  • There are potential implications for law firms that may make compensation similar or different for them as opposed to other professions
  • Innovation with respect to law firms’ approach to business would need to be reflected in compensation models and pay structures
3:15

What General Counsel Expect from Law Firms Today

Daniel P. Bourque
Senior Corporate Counsel & Chief Privacy Officer
Xerox Canada Ltd.

Jane Waechter
Associate General Counsel & Managing Director
BMO Capital Markets

David Pickwoad
SVP & General Counsel
Hudson’s Bay Company

A.J. Silber
Vice President, Legal Affairs
Brookfield Asset Management

Emily Jelich
Vice President & Associate General Counsel
RBC Law Group

  • In this session, we will get the opportunity to listen to a panel of General Counsel who will speak about their experiences and expectations of working with law firms today
  • Topics discussed may include: services outsourcing; managing spend; and best practices
4:15 Chair’s Closing Remarks and Conference Concludes

Registration

(Includes meals, documentation and inCONFERENCE, fully searchable online access to this conference’s papers*)

Description Price
Regular Conference Price $2,095.00 + HST ($272.35) = $2,367.35

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A refund (less an administration fee of $500 plus taxes) will be made if notice of cancellation is received in writing six weeks before the event. We regret that no refund will be given after this period. A substitute delegate is welcome at any time.

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Venue and Hotel Reservations

The St. Andrew’s Club and Conference Centre is conveniently located at 150 King Street West, Toronto, Ontario. Tel. 416-366-4228. For accommodation, please call The Hilton Toronto, located at 145 Richmond St. West, Toronto, Ontario. Tel. 416-869-3456. Please ask for the Insight Information corporate rate # N9920015 (subject to availability).


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CLE Accreditation

This program has been accredited by the Law Society of Upper Canada for 7.50 Professionalism Hours, and is also eligible for up to 5.75 Substantive Content Hours.