7 TH ANNUAL INFORMATION PRIVACY AND DATA PROTECTION

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1 7 TH ANNUAL INFORMATION PRIVACY AND DATA PROTECTION Social media, The Internet of Things, targeted advertising - new technologies are challenging our current notions of privacy and the protections that exist for it. In today s information world, organizations are confronted with increasingly greater privacy and security risks. When technology creates new business models for database applications, privacy and security concerns are heightened. Legislative non-compliance and litigation liability expose the organization to significant financial risks. Integral to corporate responsibility and accountability is the need to deal ethically with consumers and employees, not only in collection practices, but also in protecting databases. Privacy and security concerns extend to the workplace and reputation management. However risks can be managed through effective strategies for privacy compliance and information security. This course is aimed at legal and compliance professionals who seek to have a focused understanding of the core issues facing information privacy and data protection with the objective of achieving corporate responsibility and risk minimization within their organization s governance practices. CUTTING EDGE TIMELY INTERACTIVE WEBINAR DECEMBER 1, 2015 TORONTO DECEMBER 1, 2015 SPEAKERS COURSE LEADERS David Young, Principal, David Young Law Kelly Friedman, Partner, DLA Piper (Canada) LLP GUEST SPEAKERS Brian Beamish, Information and Privacy Commissioner, Ontario Bosco Chan, Chief Privacy Officer and Director, Privacy Risk and Security Management, OACCAC Lisa Constantine, Counsel, DLA Piper (Canada) LLP Jim Halpert, Partner, DLA Piper (Washington) Bill Hearn, Partner, Fogler, Rubinoff LLP Tamara Hunter, Associate Counsel, DLA Piper (Canada) LLP Jan Kestle, President, Environics Analytics Paul Lewis, Executive Consultant, Security Services, IBM Canada Vance Lockton, Senior Regional Analyst, Toronto Regional Office (PIPEDA), Office of the Privacy Commissioner of Canada Albert Luk, VP, Legal and General Counsel, Jumbleberry Interactive Group Ltd. Michael Richards, Partner, DLA Piper (Canada) LLP Ian Roger, Competition Law Officer in the Ontario Regional Office of the Completion Bureau Scott Smith, Director, Intellectual Property and Innovation Policy, The Canadian Chamber of Commerce COURSE HIGHLIGHTS Big Data and Data Analytics Big Data, Online Behavioural Advertising and Programmatic Trading - Update Lessons to be Learned CASL s Enforcement Process Case Law Developments Privacy and Security Privacy Issues - Panel Discussion: Workplace snooping Social media in the workplace Privacy and security in the financial services industry Information Security Program The Internet of Things

2 7 TH ANNUAL INFORMATION PRIVACY AND DATA PROTECTION PROGRAM OUTLINE 8:00-8:45 A.M. REGISTRATION AND BREAKFAST 8:45-9:00 A.M. WELCOME AND ISSUES UPDATE David Young; Kelly Friedman 9:00-9:40 A.M. Brian Beamish, Information and Privacy Commissioner of Ontario Workplace snooping what employers can learn from the Ontario experience 9:40-10:15 A.M. BIG DATA AND DATA ANALYTICS Jan Kestle What is Big Data where does it come from and who uses it? The role of data integrators How Big Data can be used in a privacy-compliant way anonymization, de-identification and other strategies 10:15-10:30 A.M. REFRESHMENT BREAK 10:30-11:15 A.M. BIG DATA, ONLINE BEHAVIOURAL ADVERTISING (OBA) AND PROGRAMMATIC TRADING - UPDATE David Young; Albert Luk; Bill Hearn Privacy challenges for Big Data Big Data and OBA recent cases and guidance from the Commissioner Programmatic ad trading - how it works Targeted advertising and programmatic trading the privacy issues 11:15-12:00 P.M. LESSONS TO BE LEARNED CASL S ENFORCEMENT PROCESS Bill Hearn; Scott Smith, Ian Roger What you need to know if you are in the CRTC s crosshairs: Complaints to the Spam Reporting Centre CRTC enforcement tools - preservation demands, notices to produce, search warrants, voluntary undertakings Factors in determining administrative monetary penalties Limitation periods and enforcement through the courts Appeals to the Federal Court 12:00-1:00 P.M. NETWORKING LUNCH 1:00-1:30 P.M. Vance Lockton, Senior Regional Analyst, Office of the Privacy Commissioner of Canada Digital privacy issues - the OPC s Priorities Report, The Internet of Things and Online Behavioural Advertising 1:30-2:00 P.M. CASE LAW DEVELOPMENTS PRIVACY AND SECURITY Kelly Friedman What we can learn from the cases Class action developments - from the banks to the hospitals and beyond The prescriptive path being taken by regulators

3 7 TH ANNUAL INFORMATION PRIVACY AND DATA PROTECTION PROGRAM OUTLINE 2:00-3:00 P.M. PRIVACY ISSUES - PANEL DISCUSSION: WORKPLACE SNOOPING Tamara Hunter The problem of workplace snooping - how much is going on? Potential liability (and other negatives) for employer organizations Practical steps to prevent/minimize snooping Responses to snooping incidents SOCIAL MEDIA IN THE WORKPLACE Michael Richards The interplay between BYOD polices, social media and privacy Review of recent jurisprudence Mistakes to avoid/best practices PRIVACY AND SECURITY IN THE FINANCIAL SERVICES INDUSTRY Lisa Constantine Key legislative developments in the financial services Common privacy pitfalls Best practices for privacy and security 3:00-3:15 P.M. REFRESHMENT BREAK 3:15-4:15 P.M. INFORMATION SECURITY PROGRAM Kelly Friedman (moderator); Bosco Chan; Paul Lewis Recognizing the benefits of an Information Security Program to your enterprise Understanding the key elements of an effective Information Security Program How to create and implement an Information Security Plan that will minimize enterprise risk Getting started and staying on track 4:15-4:45 P.M. THE INTERNET OF THINGS Jim Halpert What is the Internet of Things (IoT) and what does it mean for your enterprise? IoT breakthroughs - avatars, connected cars, smart cities and more The news ways IoT is making us think about privacy and security Evolving legal issues in the world of IoT 4:45-5:00 P.M. CONCLUDING REMARKS AND Q&A David Young; Kelly Friedman; Tamara Hunter

4 DAVID YOUNG COURSE LEADER David is Principal at David Young Law, a privacy and regulatory law counsel practice. He has been advising clients on privacy issues since prior to the enactment of Canada s private sector privacy laws. David advises both private and public sectors on all aspects of privacy law including compliance procedures, data sharing, employee privacy, personal health information, security, consent documentation and access to information. He also advises on marketing matters related to privacy law including behavioral advertising, anti-spam and social media. David s practice includes corporate regulatory compliance and food and drug law. He is co-author of Canadian Advertising and Marketing Law (Carswell). David is listed in the Canadian Legal Lexpert Directory 2015 and The Best Lawyers in Canada 2015 Edition. David is the 2015 recipient of the Ontario Bar Association s Karen Spector Memorial Award for Excellence in Privacy Law. KELLY FRIEDMAN COURSE LEADER Kelly Friedman is a partner in DLA Piper (Canada) LLP s Toronto office. Kelly is an experienced litigator with unique expertise in electronic information issues, including electronic discovery, data security, and privacy. Kelly is known for her efficient, no-nonsense approach to problem solving and dispute resolution. She is an expert advisor to Standards Council of Canada, Canada s member body in the International Organization for Standardization (ISO), advising and negotiating with respect to international standards on information technology security. In 2011, Kelly was named as one of Canadian Lawyer s Top 25 Most Influential Lawyers in Canada. BRIAN BEAMISH Brian Beamish first began his career at the Office of the Information and Privacy Commissioner (IPC) in 1999, as Director of Policy and Compliance. This was followed by his appointment to Assistant Commissioner in 2005, where he directed the Tribunal Services Division investigating privacy complaints and resolving access to information appeals. In addition to overseeing Tribunal, Brian also served as an executive policy advisor, playing a key role in executing the mandate of the IPC and supporting several initiatives in the best interests of the public, such as bringing universities and hospitals under the Freedom of Information and Protection of Privacy Act and ushering in the Personal Health Information Protection Act. Prior to joining the IPC, Brian held a number of positions within the Ontario Public Service, including with the Ministries of the Solicitor General and Correctional Services. He is a member of the Law Society of Upper Canada and a graduate of the University of Toronto Law School. VANCE LOCKTON Vance Lockton is the Senior Analyst Stakeholder Relations at the Office of the Privacy Commissioner of Canada (OPC) s Toronto office. His primary role involves developing and maintaining strong relationships with private-sector stakeholders, with three primary end goals: (i) encouraging proactive compliance with the Personal Information Protection and Electronic Documents Act (PIPEDA), (ii) advancing industry awareness of OPC findings, guidance and other materials, and, (iii) increasing the OPC s knowledge of current industry practices, as well as the challenges faced by organizations and technology developers, as they relate to the collection, use and disclosure of personal information. Vance has been involved in the privacy field for over a decade, with the last 6 years split between the OPC and the Office of the Information and Privacy Commissioner of Ontario. He holds B.Math. (Computer Science, University of Waterloo), M.Sc. (Computer Science, University of British Columbia), and M.P.P. (Public Policy, Simon Fraser University) degrees, the latter two focused on online identity.

5 MICHAEL RICHARDS Michael Richards is a partner at DLA Piper (Canada) LLP s Toronto office, specializing in employment and labour law. Michael s practice in employment and labour law includes providing advice to both national and international organizations on a daily basis and representing clients with respect to various labour and employment issues. Michael was called to the bar in both Ontario and British Columbia and has represented clients before various levels of courts in both provinces, before administrative tribunals, at arbitrations, in mediation and at other negotiations, including collective bargaining. TAMARA HUNTER Tamara Hunter is a member of the DLA Piper (Canada) LLP s litigation group, practising in areas of freedom of information and privacy law, administrative law, and professional regulation law. Tamara has represented both private and public sector organizations before the Office of the Information and Privacy Commissioner for British Columbia, and the Yukon Information and Privacy Commissioner. She has also been named by the Office of the Information and Privacy Commissioner for British Columbia as a qualified lawyer approved to act on its behalf in matters relating to privacy protection law, administrative law and access to information law. Tamara has assisted numerous organizations with privacy audits, privacy impact assessments and advice regarding information security breach response. She has appeared in all levels of court in British Columbia, and in the Federal Court of Canada, on privacy-related litigation. PAUL LEWIS Paul Lewis has more than 25 years international experience in Information Technology, Privacy, Security, and Risk Management and is an acknowledged expert in North American, Canadian, and European security and privacy practices. He is currently Executive Consultant for IBM Canada s Security Services Practice and IBM North America Healthcare Security Leader. Paul s areas of expertise are in privacy assessment/ audit, threat/risk assessment, security and privacy management, compliance, project management, and new technology initiatives. He has strong project management/ management consulting capabilities and a broad business background, working at all levels of management. He is a certified information systems security professional (CISSP), certified information privacy professional, a BSi trained ISO17799/27002/27799 implementer and ISO27002 lead auditor. Paul is a member of the Canadian Advisory Board of the International Association of Privacy Professionals. ALBERT LUK Albert Luk is Vice-President, Legal and General Counsel of Jumbleberry Interactive Group Ltd. As Jumbleberry s first general counsel, Albert is responsible for designing, implementing and maintaining compliance systems in connection with advertising and marketing campaigns. In addition to serving on the executive team and managing Jumbleberry s global legal function, he has operational responsibility for privacy, records management and information security. Prior to joining Jumbleberry, Albert practiced at national and regional law firms as a corporatecommercial lawyer. He was called to bar in LISA CONSTANTINE Lisa Constantine is a lawyer in DLA Piper (Canada) LLP s Toronto office, where her litigation practice focuses on banking litigation and advice to Canada s Schedule I Banks. She has a wide breadth of experience, including banking mandates relating to fraud, anti-money laundering, account terminations, and privacy issues.

6 JAN KESTLE Founder and President of Environics Analytics, Jan Kestle has been a leader in the marketing information industry for more than forty years. An expert in using statistics and mathematics to help solve business challenges, she directed the initiatives creating the pioneering PRIZM C2 segmentation system that combines mindset and marketplace behaviour to classify consumers. In addition, she oversaw the development of the ENVISION micromarketing tool, the WealthScapes financial database and other innovative products that help clients reach their customers via traditional and new media channels. Prior to founding EA, Jan was president of Compusearch and spent 19 years at the Ontario Statistical Centre. JIM HALPERT Jim Halpert co-chairs DLA Piper s global Data Protection, Privacy & Security practice. He advises clients regarding compliance strategies for and transactions relating to transnational, federal and state security and privacy regulations, industry best practices and self-regulatory initiatives, and has represented clients in major security and privacy cases in the federal courts and before the Federal Trade Commission. Jim represents companies on a broad range of data management issues and has extensive experience with European, Asian and Latin American privacy regimes. He regularly leads teams across DLA Piper s global network advising on complex international security and privacy matters. BOSCO CHAN Bosco Chan is the Chief Privacy Officer at Ontario Association of Community Care Access Centres (OACCAC). In that capacity, he provides leadership to the organization s privacy, risk and information security management program. Bosco has served as leader and chair in global privacy, information security and Enterprise Risk Management steering committees within top S&P/TSX 60 and public organizations. Bosco is a seasoned privacy and information security executive who specializes in Enterprise Risk Management (ERM), Information Governance, privacy and security strategy and roadmap planning, policy planning, privacy and security culture building, Threat and Risk Assessment (TRA), Privacy Impact Assessment (PIA) and team building. Bosco has been a member of the Board of Directors of Ina Grafton Gage Home, a long term care home based in Toronto, since 2012, and also the Chair of the Quality of Care and Risk Management Steering Committee. BILL HEARN Bill Hearn is a senior business lawyer with Fogler, Rubinoff LLP with extensive experience in Advertising & Marketing law, including compliance with anti-spam law, competition and privacy laws. He advises businesses, charities, governments, Crown agencies and trade associations. As a health and life sciences lawyer, Bill also advises on compliance with personal health information protection and privacy laws. A recognized leader in many fields, Bill is ranked highly in Martindale-Hubbell and Who s Who Legal. Bill is also listed in Lexpert and Best Lawyers in Canada as a leader in Advertising and Marketing Law. Bill is a frequent writer and presenter on topics relating to his specialized areas of practice. SCOTT SMITH Scott Smith is the Director of Intellectual Property and Innovation Policy at the Canadian Chamber of Commerce and the Director of the Canadian Intellectual Property Council. In this capacity, Scott leads the Canadian Chamber s advocacy activities in the areas of intellectual property protection, innovation and industry productivity, the digital economy and research and development issues. During the consultation period on CASL regulations, Scott lead a coalition of over 15 business organizations and acted as the central point of contact between business and government on the CASL file. Advocating for improved compliance clarity and symmetry for business, Scott has written numerous articles, conducted media interviews and has appeared before parliamentary committees on this subject. IAN ROGER Ian Roger is a Competition Law Officer in the Ontario Regional Office of the Cartels and Deceptive Marketing Practices Branch, Competition Bureau. Ian joined the Bureau in 2004, holding various positions within the Fair Business Practices Branch, including Enforcement Support Officer, Legal Research Officer, and since December 2008, Competition Law Officer. Ian has worked on a number of enforcement matters, as well as the implementation of Canada s Anti-Spam Legislation, and other digital economy matters. Ian graduated with a Bachelor of Arts degree in Criminology and Criminal Justice from Carleton University.

7 REGISTER ONLINE: Yes! Please register the following delegate(s) for 7 TH ANNUAL INFORMATION PRIVACY AND DATA PROTECTION Mr. Ms. Title: Telephone #: Company: Address: City: Province: Postal Code: Payment enclosed Payment to follow Invoice me Charge to my VISA AMEX MC Card#: CVV: Expiry Date: Cardholder s Name: Signature: In class registration fee includes the course, materials, breakfast, lunch and coffee breaks. Substitutions are granted with notification to Lexpert Events. Webcast participants will receive an online link to access the program materials as part of their registration fee In class participants material selection: Print Digital Both (an additional charge of $99 will apply) (photocopy for additional delegates) Select price: Early Bird Price $ applicable taxes Regular Course Price $ applicable taxes Public Sector Price $ applicable taxes Webinar Price* (Dec. 1) $995 + applicable taxes If this brochure is undeliverable to the addressee, then please forward to a Senior Executive or Corporate Counsel. (GST Reg # ) Select venue (in class only): TORONTO - December 1 - St. Andrews Club and Conference Centre 150 King St West, 27th Floor, Toronto, ON M5H 1J9 SPECIFICALLY DESIGNED FOR: VPs, Directors & Managers responsible for: Privacy compliance Security IT & IS Internal audit Lawyers advising on privacy issues, information technology, and marketing and advertising ACCREDITATION Human Resources departments Marketing and Sales departments IT departments In-house Counsel Privacy officers and other privacy professionals LAW SOCIETY OF BRITISH COLUMBIA This program has been accredited by the Law Society of British Columbia for 5.5 hours towards the professional development requirement for certification. LAW SOCIETY OF UPPER CANADA (CPD) This program can be applied towards the 9 Substantive Hours of Continuing Professional Development (CPD) required by the Law Society of Upper Canada. Please note that this program is not accredited for Professionalism hours or for the New Member Requirement. Total hours 5.5 LAW SOCIETY OF NEW BRUNSWICK This program has been accredited by the Law Society of New Brunswick for 5.5 hours towards the mandatory continuing professional development requirement. LAW SOCIETY OF ALBERTA For Alberta lawyers, consider including this course as a CPD learning activity in your mandatory annual Continuing Professional Development Plan as required by the Law Society of Alberta. BARREAU DU QUÉBEC The Barreau du Québec automatically recognizes the same number of hours for this training activity, as long as it has been accredited by another Law Society that has adopted MCLE. *WEBINAR PRICE CLARIFICATION Please note, these prices are on a per-person basis. For payment of the price for one person, only one individual is allowed to be logged in, and viewing at a time. To inquire about Group Rates, please see the contact information below. CANCELLATION AND REFUND POLICY: Full refunds, less a $ (plus applicable taxes) administration fee, will be given for cancellations received in writing 10 business days before the course start date. Unfortunately, refunds cannot be provided after this date. Substitution of delegates may be made at any time. Please note that Lexpert reserves the right to cancel any course deemed necessary and will, in such an event, make a full refund of registration fees paid. For reasons beyond the control of the course organizer, it may be necessary to change the subject agenda of the program and no liability is assumed for any such changes in content. CONTACT US: Web: Call: Toll free or (416) Fax: (416) register@lexpert.ca Mail: Lexpert, Marketing Events One Corporate Plaza, 2075 Kennedy Road, 11th Floor, Toronto, ON, M1T 3V4 Please make cheques payable to Lexpert

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