THE PRACTICE OF LAW IN THE DIGITAL AGE

Transcription

1 THE PRACTICE OF LAW IN THE DIGITAL AGE Thursday 30 th January, 2014 Campbell House, 160 Queen Street West, Toronto, ON FULL DAY PROGRAM: 9:00 AM - 5:00 PM CHAIR: Martin B. Halpern, McCarthy Tétrault CURRENT ATTENDANCE OPTIONS: In-person Live Webcast CD-ROM Delivery Archived Webcast EARLY BIRD DEADLINE: 20 th January, 2014 Earn 15 AIR MILES reward miles when you register for this Full Day program. ACCREDITATION Professionalism Hours: 7.00 The law society credits excess professionalism hours towards the substantive hours requirement. TM Trademarks of AIR MILES International Trading B.V. Used under license by LoyaltyOne, Inc. and The Commons Institute.

2 THE PRACTICE OF LAW IN THE DIGITAL AGE Thursday 30 th January, 2014 Toronto, ON FULL DAY PROGRAM: 9:00 AM - 5:00 PM With the advent of the digital age, the practice of law has changed drastically. New technology is now part of knowledge management, trials, practice management, billing and client communication. As well, technology has aided the creation of novel practice models such as dispersed law firms. With all of these come challenges that require deeper exploration and understanding. In response to these tectonic shifts, The Commons Institute has carefully crafted a program dedicated to the examination of the role of electronic commerce in the modern practice of law. Attend to gain a solid understanding of what the changes can mean for your practice or firm, and how you can design technology strategies that deliver on efficiency, work-life balance and improved margins. A Sampling Of Issues To Be Addressed: - Leveraging Technology for Law Practice Knowledge Management - Trials in the Electronic Age: Professional Conduct in the Online Environment - Cloud-Based Practice Management Software - Social Media Strategy and Professionalism - The Use of Technology to Improve Client Communication and Law Practice Processes - Leveraging Electronic Commerce for the Creation of a Dispersed Law Firm Model Why choose The Commons Institute for your Continuing Professional Development needs? We deliver benefits that include the following: Earn 5 AIR MILES reward miles when you register for a Quarter Day Program. Earn 10 AIR MILES reward miles when you register for a Half Day Program. Earn 15 AIR MILES reward miles when you register for a Full Day Program. Access relevant, practice-oriented Continuing Professional Development. Benefit from practitioner-friendly pricing. Choose from a variety of program lengths - quarter day, half day, full day, and a winter Caribbean program. Gain from the knowledge of our large and ever expanding distinguished faculty of speakers. With the most viewership options - live attendance, live webcast, archived webcast rerun, CD-ROM video and materials reception, and on-demand pay per view - you never have to sacrifice convenience. With a broad coverage of practice areas, securing 12 hours of meaningful and relevant content is easy and certain. TM Trademarks of AIR MILES International Trading B.V. Used under license by LoyaltyOne, Inc. and The Commons Institute.

3 SPEAKERS: Joe Milstone Cognition LLP Joe is a co-founder of Cognition and specializes in commercial agreements, particularly in the technology, telecommunications, professional services and sports and entertainment sectors. Joe also has experience in regulatory and compliance matters in financial services, telecommunications and gaming. Gil Zvulony Zvulony & Co. Gil Zvulony is the founder and director of Zvulony & Company P.C. Mr. Zvulony is a well-known Toronto litigation lawyer. He regularly represents and advises businesses and individuals in internet, defamation, copyright, debt collection, and international law matters. Some of Gil s notable work includes, winning a precedent setting judgment of over $200 Million and having a multi-million dollar defamation suit tossed-out of court on technical grounds. Joshua Lenon Director of Communications & Outreach at Clio Joshua Lenon is an attorney admitted to the New York Bar. He obtained his J.D. and a Certificate in International and Comparative Law from St. Louis University School of Law. Joshua has worked for Thomson Reuters' publishing departments in both the U.S. and Canada. Joshua currently serves as Director of Communications for Clio, providing legal scholarship and marketing skills to the leading cloud-based practice management system. Howard Borlack McCague Borlack LLP A founding partner of McCague Borlack LLP, Howard has been lead counsel on many of its most significant cases. Howard is best known for his ability to handle all types of complex civil litigation. He has appeared before all levels of courts including the Supreme Court of Canada and has also represented our clients before many tribunals. Ginevra Saylor Dentons, National Director of Knowledge Management As National Director of Knowledge Management, Ginevra develops the firm s knowledge management strategy and initiatives and leads the KM Lawyers, Business Intelligence, Library and Intranet teams. She designs new projects and practice tools to leverage and build the firm s knowledge base. Her role also includes helping the firm develop and maintain standards, advance and assure quality, and evaluate and integrate new practice support technology. Donald Johnston Aird Berlis Donald B. Johnston is Co-leader of the Technology Team, as well as a member of the Corporate/Commercial, Technology & Communications and Mining Groups. Don is a well-known technology lawyer with broad experience as a corporate and commercial lawyer. He also has a wealth of experience in health law, health informatics, information technology, health care privacy law, biotech and pharmaceuticals law, technology financing, telecommunications, procurement and outsourcing.

4 SPEAKERS: Peter Carayiannis Conduit Law Peter Carayiannis is the President and Founder of Conduit Law Professional Corporation. Peter practiced law for several years at one of Canada s largest national law firms where he quickly gained corporate-commercial legal experience across multiple industries and specific expertise in corporate finance and energy law. Peter is a member in good standing of State Bar of Michigan and the Law Society of Upper Canada. Justin Vessair McCotter Law Justin received a B.A. (Honours) in English Literature from Queen s University before earning his J.D. from the University of Western Ontario. He was called to the Bar in Ontario in 2012 after completing his articles at McMillan LLP in Toronto. Justin is developing a practice focussed on licensing, commercial contracting, intellectual property and technology matters in areas such as broadcasting, digital media and software development. Stefan A. De Smit Hodder Barristers Mr. De Smit completed his legal training in England by obtaining a Bachelor of Laws (LLB) in English & European Law from Queen Mary University of London (QMUL) in 2006, obtaining a European Law degree from Utrecht University (UU) in 2005 with First Class Honours as part of the Erasmus Programme. He was called to the Bar of England & Wales in 2007 and completed a Master of Laws (LLM) with Distinction in International Commercial Law from University College London (UCL) in Bram Abramson McCarthy Tétrault Bram Abramson practices communications law with McCarthy Tétrault, providing commercial, regulatory, and transactional advice focused on the telecommunications, media, and technology sectors. Before becoming a lawyer he worked as an telecommunications industry analyst in Washington DC, at a private firm, and at the Canadian Radio-television and Telecommunications Commission in Gatineau. Trudy Goldenberg McCarthy Tétrault In her role at McCarthy Tétrault, Ms. Goldenberg drives all types of business communications, integrates social media into the firm s public relations and marketing efforts, and stays current on the trends and best practices in these areas. Ms. Goldenberg has more than a decade of experience in business development and marketing in the legal industry. Martin Halpern Knowledge Management Lawyer Martin Halpern is a Knowledge Management lawyer and pioneer in the field. He worked for many years at one of Canada's largest law firms, McCarthy Tetrault. He was a principal architect of "Robinette", the firm s KM system. This system won Best Collaborative Tool Canadian e-content Awards. He also has expertise in intranet development and internal communications.

5 SCHEDULE THURSDAY, JANUARY 30 TH, 2014 TORONTO, ON 9:00 AM - 10:10 AM - Law Practice Knowledge Management An Introduction to Law Practice Knowledge Management - Martin Halpern (9:00 AM - 9:25 AM) [Rule 2.01: Competence] Knowledge management is increasingly a key factor in maintaining a high level of competence, as well as in the smooth operation of law practices. As an added layer, learning and implementing technology in aid of orderly and efficient knowledge mangement can deliver myriad benefits. Leveraging Technology for Law Practice Knowledge Management - Ginevra Saylor (9:25 AM - 10:10 AM) [Rule 2.01: Competence] Knowledge management is increasingly a key factor in maintaining a high level of competence, as well as in the smooth operation of law practices. As an added layer, learning and implementing technology in aid of orderly and efficient knowledge mangement can deliver myriad benefits. 10:10 AM - 10:15 AM - Refreshment Adjournment 10:15 AM - 10:55 AM - Professional Conduct in the Online Environment Trials in the Electronic Age: Professional Conduct in the Online Environment - Howard Borlack (10:15 AM - 10:55 AM) [Rule 2.01: Competence & 6.01 Integrity] The electronic age offers a wealth of ways to manage trials and cases, and has even made a reality of hitherto speculative online tools such as paperless trials and virtual dispute resolution processes. With a view to maintaining the integrity of the profession, it is important consider electronically assisted or virtual trials in light of the requirements of ethics and professionalism. 10:55 AM - 11:00 AM - Refreshment Adjournment 11:00 AM - 12:00 PM - Practice Management Software Cloud-Based Practice Management Software - Joshua Lenon (11:00 AM - 12:00 PM) [Rule 2.01: Competence] Technology offers new and exciting possibilities for the practice of law, but simultaneously present distinct and new challenges. An exploration of how a cloud-based practice can function, and what challenges such a practice must grasp and resolve, is timely. 12:00 PM - 1:00 PM - Lunch Adjournment 1:00 PM - 1:45 PM - Law Practice Technological Aids The Use of Technology to Improve Client Communication and Law Practice Processes - Gil Zvulony (1:00 PM - 1:45 PM) [Rule 2.02: Quality of Service; Rule 6:03(5) & (6): Communications] Technology offers new possibilities for client communication and improved service quality. The individual options are myriad, as are the permutations or pairings that can deliver law practice improvements. Over the course of this exceedingly interesting presentation, some of those options and permutations will be examined, with a tailored view towards improved communications and service quality for lawyers.

6 SCHEDULE THURSDAY, JANUARY 30 TH, 2014 TORONTO, ON 1:45 PM - 2:30 PM - elawyering The Online Provision or Augmentation of Legal Services - Donald Johnston & Peter Carayiannis (1:45 PM - 2:30 PM) [Rule 2.01: Competence; Rule 2.02: Quality of Service] As law practices move beyond the establishment of an online presence, and actually move online, it becomes important to revisit competence and quality of service from the perspective of relationships established and maintained in a mediated environment. 2:30 PM - 2:35 PM - Refreshment Adjournment 2:35 PM - 3:25 PM - Technology-Aided Innovation and the Business of Law Leveraging Electronic Commerce for the Creation of a Dispersed Law Firm Model - Joe Milstone & Justin Vessair (2:35 PM - 3:25 PM) [Rule 2.01 Competence; Rule 2.02: Quality of Service] Dispersed law practice models are a new and novel evolution in the delivery of legal services. Thus, an examination of the best practices that have ocassioned that evolution, as well as the structural and management concerns, from the perpective of professionalism, is timely. 3:25 PM - 3:35 PM - Refreshment Adjournment 3:35 PM - 5:00 PM - Social Media An Introduction to Social Media in Law Practice - Stefan A. De Smit (3:35 PM - 4:10 PM) [Rule 3.01: Making Services Available; Rule 3.02: Marketing] There is great value in understanding and navigating the complex environment made possible through social media, and that value includes the ability to harness its promotional potential. However, for lawyers, this can only be properly done while remaining aware of concerns such as the persistence of past comments, the need to ensure the accuracy of commentary, and the importance of not bringing the profession into disrepute inadvertently or otherwise. Social Media Strategy and Professionalism - Bram Abramson (4:10 PM - 5:00 PM) [Rule 3.01: Making Services Available; Rule 3.02: Marketing] There is great value in understanding and navigating the complex environment made possible through social media, and that value includes the ability to harness its promotional potential. However, for lawyers, this can only be properly done while remaining aware of concerns such as the persistence of past comments, the need to ensure the accuracy of commentary, and the importance of not bringing the profession into disrepute inadvertently or otherwise.

7 A NOTE REGARDING ATTENDANCE OPTIONS FOR THIS PROGRAM As with all of our offerings, you possess a number of attendance options with regard to this program. They are as follows: (1) IN PERSON [In-Person Attendance on 30 January 2014] (2) LIVE WEBCAST [Live Webcast on 30 January 2014] (3) CD DELIVERY [CD-ROM of the Program Video & PDF Materials to be Mailed on 20 March 2014 for Delivery to You] (4) ARCHIVED WEBCAST [Two Day Archived Webcast Re-run of the Program to Commence on 30 April 2014] (5) PAY-PER-VIEW [Single Payment for Ongoing On-Demand Access to the Program to Commence on 30 April 2014] The next page contains a mail-in or fax-in form allowing you to pick from the first four of the five options above. You may also make a selection, for credit card payment, on the program page on our web site. The fifth option will be made available, by bulletin, on the morning of its release date as indicated above.

8 The Practice The Practice of of Law in the the Digital Digital Age Age TM Trademarks of AIR MILES International Trading B.V. Used under license by LoyaltyOne, Inc. and The Commons Institute Earn 15 AIR MILES reward miles when you register for this Full Day Program. THE PRACTICE OF LAW IN THE DIGITAL AGE LIVE: 30 JANUARY 2014 CD-ROM: 20 MARCH 2014 ARCHIVED: 30 APRIL 2014 CAMPBELL HOUSE, TORONTO, ONTARIO REGULAR DELIVERY [NO COURIER SERVICE] MAILING ADDRESS: THE COMMONS INSTITUTE 407 LAURIER AVE. WEST, PO BOX 56062, OTTAWA, ONTARIO, K1R 7Z0 TELEPHONE: FAX: Air Miles No.: Salutation: First Name: Last Name: [if a collector] Firm / Company: Name on Credit Card: [if not same as above] Credit Card Billing Address [in some cases, may not be firm or company address]: City: Province: Postal Code: Phone: Fax: Payment By: Visa MasterCard American Express Cheque [Made payable to The Commons Institute ] Card Number: Expiry Date: CVN: [3 or 4 digits on front or back of card]