September 26, 2018 | Toronto, Ontario, Canada |

The Thomson Reuters Legal Executive Institute, in association with Law Made, is pleased to present the 2018 Emerging Legal Technology Forum in downtown Toronto. Set amidst Toronto’s vibrant technology scene, our forum brings together some of the world’s top industry change leaders and practitioners for a series of interactive and provocative sessions around the ongoing revolution in legal services.

This marquis event will be followed by a series of satellite events across Canada in Vancouver, Calgary and Montreal featuring discussions on key areas of interest for #legalops

More information and registration information can be found


Opening Remarks Presenter: Pablo RodriguezVice 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?

Moderator: Lucy Endel BassliFounder & Principal, InnoLegal Services, PLLC Panelists: Sukesh KamraNational Director, Knowledge Management, Norton Rose Fulbright Meredith MendesExecutive Director & Chief Operating Officer, Jenner & Block LLP Jason SmithSenior Director & Legal Counsel, Apttus & Vice Chair, State Bar of Texas – Corporate Counsel Section Carla SwansburgChief Officer, Practice Innovation, Pricing & Knowledge, Blake, Cassels & Graydon LLP

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.

Presenters: Matthew D. PetersNational Innovation Leader & Partner, McCarthy Tétrault LLP Paul SaundersPractice 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. For women and minorities in legal tech, the lack of diversity within their craft is also of great concern. What challenges must diverse professionals overcome in their pursuit of professional parity? What solutions are being actively championed by D&I advocates in legal tech?

Moderator: Sameena Kluck, Strategic Account Executive, Thomson Reuters Legal Panelists: Pablo ArredondoCo-Founder & Chief Legal Research Officer, Casetext & Fellow, CodeX, Stanford The Stanford Center for Legal Informatics Monica GoyalAdjunct Professor, Osgoode Hall Law School & Founder, My Legal Briefcase James Jones, Jr.Co-Founder, Court Buddy Kristen SondayCo-Founder & Chief Operating Officer, Paladin PBC Amy ter HaarAssociate, Creative Destruction Lab & Program Lawyer, Legal Curriculum Design, Osgoode Hall Law School

Breakout #1: Crossing Borders: Managing Data Across Jurisdictions

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.

Moderator: Erica Gann Kitaev, CIPPManaging Editor, Privacy & Data Security, PracticalLaw, Thomson Reuters Panelist: Patricia KosseimCounsel, Privacy & data Management and Co-Lead, Access Privacy, Osler, Hoskin & Harcourt LLP Jonathan LeibtagCorporate Counsel, Corporate, External & Legal Affairs, Microsoft Canada Inc.

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?

Panelists: James AnokSenior Consultant, Fireman & Co. Lisa M. MayoDirector 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.

Moderator:David CurleDirector, Technology and Innovation Platform, Thomson Reuters Legal Executive Institute Panelists: Dr. Vic ArulchandranChief Operating Officer, Nivaura Ltd. Andre GarberDirector, Strategic Ventures, Dentons Tim HouseUS Senior Partner, Allen & Overy LLP Jules MillerPartner, LunaCap Ventures Cian O’SullivanTop 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.

Panelists: Mick AttonChief Architect, Technology & Operations – Legal, Thomson Reuters Peter V. NguyenGeneral Counsel, Corporate Secretary & Privacy Officer, Resolver Inc.