Meet with industry leaders in technology and information management for law practice and administration to discuss these and other hot button topics:

• Recent case law updates on internet privacy rights: an analysis of the Ontario Superior Court decision in Warman v. Wilkins-Fournier
• Reaping the rewards and reducing the risk of social networking in the workplace
• Identity theft and fraud: data protection issues
• Best practices to manage the Blackberry/smart phone’s incoming email, voicemail and RSS feeds
• Creating and operating a virtual law office
• Utilizing the latest practice management tools: blogs, wikis and information repositories
• How the new Ontario Rules of Civil Procedure will change e-discovery practice in 2010 and beyond
• Making the best use of the latest e-discovery software
• Latest technology applications for conducting internal investigations and complying with regulatory filing requirements

PROGRAM CHAIR

Dominic Jaar
President , Ledjit Consulting Inc.

CONFERENCE CO-CHAIRS

NOVEMBER 16: Latest Strategies for Information, Knowledge and Technology Management

Joshua Fireman
Vice President, Market Development and General Counsel
ii3Inc

NOVEMBER 17: Leveraging Technology for e-Litigation and Compliance Management

Peg Duncan
Independent Consultant, IT and eDiscovery
Former Director, Business Opportunities and Emerging Technologies
Department of Justice, Canada

This program has been accredited by the Law Society of Upper Canada towards the professional development requirement for certification.
Corporate & Commercial Law – 6 hours

PLATINUM SPONSOR

SILVER SPONSOR

MARKETING PARTNERS

From the Publishers of

• General and In-House Counsel
• VPs, Directors, Senior Managers of Legal and Litigation Departments
• Litigation Lawyers
• Litigation Technology Support Professionals
• Litigation Law Clerks
• Information and Knowledge Managers and Professionals

• IT Directors and Managers
• Technology Lawyers
• Chief Information and Privacy Officers
• IT Consultants and Software Suppliers
• Directors and Managers of Records

Dear Colleague,

How legal services are delivered and legal information is managed has radically changed in recent years. Advances in technology are revolutionizing communications, legal research, litigation practice and office administration; facilitating, accelerating and reducing the cost of practicing law and conducting operations in the legal sector. Learning about these exciting developments is essential to stay ahead of the competition, yet protecting your organization and clients from risks associated with new technologies will continue to be a huge challenge for lawyers, technology support and information professionals in the coming years.

How will the new e-discovery practice rules in Ontario change litigation practice? Can you run a virtual law firm or legal department, significantly eliminating overhead and reducing cost? Will the latest social networking tools replace conventional communication, and forever redefine workplace culture? What are the intangible costs, over and above increased costs to correct security lapses and privacy breaches?

You will get the answers to these and other critical questions and hear from leading experts at Insight Information’s legal technology and information seminar, LAW TECH CANADA. The program is conveniently comprised of two separate and distinct streams, Latest Strategies for Information, Knowledge and Technology Management on November 16; on November 17, Leveraging Technology for e-Litigation and Compliance Management and you may opt for either stream. However, why not take advantage of our attractive pricing by getting the benefit of both streams and registering for the full conference.

This timely Insight event will afford you a one stop networking and learning opportunity to meet your peers and stay on top of the latest developments in technology applications to both legal practice and organizational regulatory compliance.

We look forward to seeing you there!

Dominic Jaar
President
Ledjit Consulting Inc.

Joshua Fireman
Vice President
Market Development and General Counsel
ii3Inc

Peg Duncan
Independent Consultant
IT and eDiscovery
Former Director
Business Opportunities and Emerging Technologies
Department of Justice, Canada

MONDAY | NOVEMBER 16, 2009

LATEST STRATEGIES FOR INFORMATION, KNOWLEDGE AND TECHNOLOGY MANAGEMENT

8:00 | 8:45

Continental Breakfast

8:45 | 8:50

Welcoming Remarks from Insight Information

8:50 | 9:00

Welcoming Remarks from the Co-Chairs

Joshua Fireman
Vice President
Market Development and General Counsel
ii3Inc

Dominic Jaar
President
Ledjit Consulting Inc.

9:00 | 10:00

Social Networking, Open Collaboration and Privacy Rights: Opportunities and Perils

Moderator and Speaker:
Simon Chester
Partner, Heenan Blaikie LLP

Ken Anderson
Assistant Commissioner (Privacy)
Office of the Information and Privacy Commissioner of Ontario

Daniel Caron
Legal Counsel, Office of the Privacy Commissioner of Canada

Suzanne L. Morin
Assistant General Counsel & Privacy Ombudsman
Regulatory Law & Policy
Bell Canada

• Addressing and overcoming privacy challenges with
  • web 2.0 applications, portable devices, social networking (blogging, Twitter and Facebook), VOIP, “cloud” computing, instant messaging, Sharepoint, OpenText, Blackberry and mobile computing / Blackberry applications, and Mobile timekeeping tools
• Reaping the rewards and reducing the risk of social networking in the workplace
• The future of law practice: How social networking and blogging will change firm culture
• Making the best use of open collaboration
• Recent case law updates on internet privacy rights: an analysis of the Ontario Superior Court decision in Warman v. Wilkins-Fournier

10:00 | 10:15

Networking Coffee Break

10:15 | 11:00

Unlocking the Power of Enterprise Content Management Solutions

Barbara Venneman
Partner, Information Management, Deloitte

Perry Finklestein
Senior Manager, Information Management, Deloitte

Enterprise Content Management (ECM) solutions now offer a breadth of capability and features that can materially optimize business performance while reducing corporate risk. While the technology is widely available in the marketplace, many Enterprise Content Management solutions deployed within organizations are misunderstood and misused by many users. ECM program leaders need to focus greater attention on communication, training and ECM solution awareness within the user community in order to unlock the full power of ECM. The topics to be addressed in this presentation will include:

• The need for Enterprise Content Management to address “Data Explosion”
• Addressing the intrusion of ECM solutions and selling the value
• Clarifying and communicating the difference between “records” and “documents”
• How ECM solutions can help to standardize and support business processes and workflow
• Taking ownership: key roles critical to the successful deployment of ECM solutions

Live ECM Demo will cover

• Enterprise Content Management 101
• Introducing new content
• Document security
• Document editing and check-in/check-out functionality
• Version histories and auditing
• Records Management
• Applying the records management taxonomy
• Retention schedules and disposition searches
• Placing holds and marking official documents
• Email Management
• Classifying emails
• The zoned approach and the archiving of content

11:00 | 11:45

Managing Technology Risk: Protecting Data Security in Domestic and Cross-Border Information Transfers

Ryk Edelstein
Partner
Converge Net Inc.

George I. Rudoy
Director of Global Practice Technology & Information Services
Shearman & Sterling LLP

Part A: Data Protection Issues

• Understanding the importance of and applications of data security
• Identification of subject data, data classification and asset inventory
• Effective practices to reduce the risk of inadvertent or intentional exposure of confidential data
• Identity theft and fraud: data protection issues
• Practices for the protection of “live” data and data “at rest”
• An overview of international rules on data security and privacy
• Commonly encountered breaches, consequences and remedial measures
• User error and intentional non-compliance
• Identifying breaches in “real time”

Part B: Cross Border and Disclosure Issues

• An overview of international rules on data security and privacy
• “Safe Harbour” certification: requirements and limitations
• Restrictions on transfer of personal data
• Reconciling business practices with data privacy
• Best information lifecycle management practices
• Impact of global movement and consolidation of data centres
• Cross-jurisdictional access to personal data over the internet issues
• Managing problems of translation and Unicode character sets

11:45 | 12:30

Information Leakage Prevention in Practice

Reza Kopaee
Enterprise Risk Management – National Data Protection Leader
Deloitte

• Understand the magnitude of information leakage
• Understand the consequences of a breach
• Identify leading indicators of a breach
• Creative information protection strategies
• Seven competencies of an information protection program
  • leakage prevention, application security, encryption, retention, growth management, e-mail archiving and security, sanitization and masking, and also activity monitoring
• Get to know information protection tools and technologies
• How to start an information protection program
• Prioritization and roadmap of activities for information protection
• Legal and HR processes for handling information breaches

12:30 | 1:45

Networking Luncheon

1:45 | 2:45

Building and Operating the Virtual Law Office

Paul Emanuelli
Managing Director
The Procurement Office

• The virtual lawyer profile: who should develop a virtual law office?
• Procuring essential resources including Microsoft Office and other computer software
• Remote Office for the mobile lawyer
• Interacting with traditional organizations and clients: the advantages of the virtual law firm approach
• Marketing strategies in firm profile development: blending traditional and virtual practices and using multidisciplinary branding

2:45 | 3:00

Networking Refreshment Break

3:00 | 3:45

Contracting Strategies for Technology Licensing and Outsourcing

George Takach
Partner
McCarthy Tétrault LLP

• Optimal technology licensing options for the business structure
• An overview of software development trends
• An update on open source and third party owned software licensing issues
• Strategies in approaching technology and IP: licensing versus acquiring business solutions
• Developing an outsourcing strategy: minimizing outsourcing risks
• Dealing with data explosion, the new media and portable device

3:45 | 5:00

Developing and Implementing State of the Art Knowledge and Information Management in Legal Practice

Part A: Multi-Jurisdictional Law Firms and Corporate Legal Departments

Joshua Fireman
Vice President, Market Development and General Counsel
ii3Inc

Ted Tjaden
National Director, Knowledge Management
McMillan LLP

• Best practices for effective information management: special considerations for national law firms and legal departments
• Effectively utilizing the latest practice management tools: blogs, wikis and information repositories
• Maximizing technology opportunities for state of the art knowledge management: search and beyond – the Microsoft SharePoint experience
• Developing, implementing and operating advanced case management and filing systems

Part B: Developing and Implementing State of the Art Knowledge and Information Management Systems: Special Considerations for the Public Sector

Diane Crouse
Director, Information Management, Corporate Services Sector
Treasury Board Secretariat

Stuart Bailey
Information Management and Privacy Strategist
Central Agencies Cluster, Ontario Ministry of Finance

• New Treasury Board of Canada guidelines on federal government department and agency response to litigation orders and requests for information
• Making an IM program that is litigation friendly
• Case studies on complex file management: from file opening to closing, long-term retention and destruction
• Conducting public sector searches for information through the internet
• Latest technology applications in public sector information and knowledge management
• Procuring technology for information and knowledge management
• Automated document, records and information management systems currently used
• User issues and active content management
• What we can learn from how people work with content
• Format and Content: IT and IM working together

5:00

Conference Adjourns and Cocktail Reception
Sponsored by

TUESDAY | NOVEMBER 17, 2009

LEVERAGING TECHNOLOGY FOR E-LITIGATION AND COMPLIANCE MANAGEMENT

8:15 | 8:55

Continental Breakfast

8:55 | 9:00

Co-Chairs’ Opening Remarks

Peg Duncan
Independent Consultant, IT and eDiscovery
Former Director, Business Opportunities and Emerging Technologies
Department of Justice, Canada

Dominic Jaar
President
Ledjit Consulting Inc.

9:00 | 10:00

Controlling e-Discovery Costs Under the New Ontario Regime

Peg Duncan
Independent Consultant, IT and eDiscovery
Former Director, Business Opportunities and Emerging Technologies
Department of Justice, Canada

Karen Groulx
Partner
Pallett Valo LLP

• How the new Ontario Rules of Civil Procedure will change e-discovery practice in 2010 and beyond
• Practice tips for preparing an e-discovery plan
• Will the new “relevance” test change e-discovery practice?
• Interaction between traditional discovery practices and the e-discovery regime
• Managing preservation of evidence
• Proportionality in e-discovery and cost control
• Winning collaborative strategies for e-discovery: working with the team of litigator, litigation technology support, IT, client in-house counsel and records manager

10:00 | 10:15

Networking Coffee Break

10:15 | 11:30

Managing Complex Information: Material Litigation, Investigations and Regulatory Compliance

Part A: Material Litigation and Investigations

Duncan Fraser
General Counsel
Department of Justice

Melanie Schweizer
Senior Counsel, Litigation
Bell Canada

David Stewart
Partner, Forensic and Dispute Services
Financial Advisory, Deloitte

• Determining the roles for and working relationships between IT, Records Management, Audit and In-House Counsel to create a winning team
• Identifying and managing legal risks for CRO’s (“Chief Records Officers”) who control e-records and Information Management Systems (”IMS”)
• Warehousing e-records in the legal department
• Best practices in on-line information management for
  • conducting internal investigations
  • collecting and managing evidence in material litigation
• Cross-border issues

Part B: Regulatory Compliance

Ann Mankikar
Supervisor, Financial Examiners
Corporate Finance Branch, Ontario Securities Commission

• Managing on-line regulatory filings under Sarbanes Oxley and other statutory compliance requirements
• Using technology for corporate and securities law practice in Ontario: OSC on-line filings
• Effectively utilizing the latest technology to ensure regulatory compliance

11:30 | 12:30

Lessons Learned from U.S. and Cross-Border e-Discovery

Kelly Friedman
Partner
Ogilvy Renault LLP

Conor R. Crowley
Partner
Daley Crowley LLP

• Three years later: an update on the e-discovery amendments to the Federal Rules of Civil Procedure
• When are data sources “not reasonably accessible” under Rule 26(b)(2)(B)
• Purposeful sluggishness: the AstraZeneca processing and production predicament
• Search and retrieval: the fallout since O’Keefe, Equity Analytics and Victor Stanley
• Privilege under attack: the impact of Vioxx and Victor Stanley and e-discovery inadvertent waivers
• Cross-border e-discovery: managing the process from the “neighbour’s backyard”
• Cross-border counsel collaboration for e-discovery

12:30 | 1:45

Networking Luncheon

1:45 | 2:45

Acquiring and Utilizing the Latest Software: e-Discovery

Dominic Jaar
President
Ledjit Consulting Inc.

Ceyda Tocsoy
Manager, Litigation Support and Technology
Torys LLP

• Litigation preparedness
• Software update on Summation and other programs
• Preservation
  • active and inaccessible files
  • “low hanging” fruits
• Collection methodologies
• Digital forensics
  • MD5Hash and why it matters
  • metadata issues
• Processing
• Data filtering, data culling and triage
• What litigation and technology support teams must know
• Cost issues
• U.S. trends

2:45 | 3:00

Networking Refreshment Break

3:00 | 4:00

Managing and Conducting Paperless Proceedings Electronically: Assessing the Opportunities and Reducing the Risk Factors

Sandra Potter
Managing Director
Potter Farrelly and Associates

Phil Senecal
Legal Counsel and Head Technical Advisor
Ledjit Consulting Inc.

• Evidence authentication and reliability testing for admissibility of electronic evidence
• The importance of chain of custody
• Preserving electronic evidence and avoiding spoliation
• Treatment of business records electronic evidence
• Cost factors
• Opposing counsel challenges and responses typically encountered over electronic evidence issues
• Making the best use of electronic evidence at trial
• The future of the e court room
• Lessons learned from recent electronic hearings

4:00 | 4:45

Essentials in Computer Forensics: Understanding Key Concepts and Applications

Corey Fotheringham
Associate Partner, Forensic and Dispute Services
Financial Advisory, Deloitte

• How material is gathered and how to prepare the forensics audit
• When do the costs merit an investigator?
• Strategies to involve forensics yet counter costs
• What plans should be put in place to prepare for an emergency?
• Case study examples of proper use of forensics
• Monitoring trends in Canada with reference to the U.S.

4:45 | 5:15

Successfully Researching and Obtaining Hard to Find Information: Conducting Computerized Searches

Gil Zvulony
Lawyer and Principal
Zvulony and Company

• Taking keyword searching to the next level
• Accessing valuable databases and searching for
  • corporate records
  • debtor and asset tracing
  • public sector records

5:15

Register 3 delegates for the main conference at regular price at the same time and you’re entitled to register a fourth person from your organization at no charge. For other group discounts, please call 1-888-777-1707. All discounts must be redeemed when booking, discounts will not be valid or applied after this time.