Day 1 - Wednesday, September 17, 2014

7:30
Registration Opens and Coffee Served
8:30
Opening Remarks from the Co-Chairs
8:45
Creating a Collaborative Work Environment: Establishing How the Legal Team Relates to Other Departments
9:30
Your Roadmap to Success: Lessons Learned from Those That Have Traveled the Corporate Counsel Path
10:45
A Snapshot on Building your Personal Brand to Grow into a Strategic Partner
11:30
Networking Coffee Break
11:45
Business Foundations: Gaining the Skills Most Valued by Executives
12:15
Ditching the Legalese to Effect Clear Communication
1:00
Networking Luncheon: Q & A with industry leaders
2:15
Using Diplomacy for Managing Expectations with Key Stakeholders: Overcoming the Stigma of the “Department of No”
3:15
A Concise Guide to the Pillars of Project Management: How to Develop a More Efficient and Organized Practice
3:45
Networking Coffee Break
4:00
Part I: Evaluating Your Choices: Understanding How Innovation Facilitates Efficiency in the Legal Department
4:30
Part II: Discovering Alternative Options to Help Ease Your Workload
5:00
Co-Chairs Closing Remarks

Day 2 - Thursday, September 18, 2014

7:30
Coffee Served
8:00
Strategy Sharing: Solutions to Manage Your Workload
8:30
Opening Remarks
8:45
Overcoming the Challenges of Managing External Counsel and Techniques for Regulating the Relationship
10:00
Mapping the Stages of Litigation to Anticipate Cost and Manage Risk
11:00
Networking Coffee Break
11:15
Testimonials on Successful Negotiation Skills to Create Compelling Arguments
12:30
Networking Luncheon for Delegates and Speakers

Post-Conference Workshops

Step-by Step Guide to Clearer Drafting

Sep 18, 2014 5:30pm – 

Speakers

Susan Clarke
Partner, Director of Professional Development
Gowling La eur Henderson LLP

Norma Priday
Solicitor
Toronto Transit Commission

Project Management: Hands on Case Study to Plan a Legal Mandate

Sep 18, 2014 7:30pm – 

Speakers

Rick Kathuria
National Director, Project Management and Legal Logistics
Gowling Lafleur Henderson LLP

Mark Crane
Partner
Gowling Lafleur Henderson LLP

Monique Roberts
Senior Associate and Legal Project Manager
Gowling Lafleur Henderson LLP

Day 1 - Wednesday, September 17, 2014

7:30
Registration Opens and Coffee Served
8:30
Opening Remarks from the Co-Chairs

Peter L. Biro
President & CEO
Newcon Optik

Stacey Boothman
Director & Associate General Counsel
Ledcor Construction Group, Canada

“Whether one is an external legal adviser or an in-house lawyer, one’s overarching responsibility is to understand the client and to help the client most fully actualize its potentialities.”

“Market your legal team as ‘solution providers’ and incorporate that phrase in everything you do.”

DEFINING THE IN-HOUSE COUNSEL FUNCTION
Module 1 KEY TAKEAWAY: Understanding the parameters of your role, and the key strategies that will become the building blocks for your success as corporate counsel.

8:45
Creating a Collaborative Work Environment: Establishing How the Legal Team Relates to Other Departments

Jane Fedoretz
Former Vice President, General Counsel, Chief Compliance Officer and Privacy Officer
CEDA International Corporation

Michelle O’Bonsawin
General Counsel
Royal Ottawa Health Care Group

  • Clarifying roles: Where do I fit? Where does my department fit? Who do I serve?
  • Recognizing the importance of the intricacies involved in providing business solutions: Know your client, Know their business
  • Effective strategies to become intimately acquainted with your organization’s business needs
  • Business advice vs. legal advice: Understanding the distinction
  • Why you should be cognizant of stakeholders who are indirectly a ected by business decisions

9:30
Your Roadmap to Success: Lessons Learned from Those That Have Traveled the Corporate Counsel Path

Karyn Sullivan
Associate General Counsel
Labatt Breweries of Canada

Aliya Ramji
Legal Counsel
CSA Group

Kelly Zalec
Senior Legal Counsel
Rogers Communications

Peter L. Biro
President & CEO
Newcon Optik

Paul Rand
Partner
Blakes

  • Proven strategies for marketing to internal clients to build meaningful connections
  • Why it is vital to move outside your comfort zone to become a better generalist
  • Strategies to gain trust from senior executives so they will take your advice
  • Qualities successful in-house counsel possess that diff er from private practice

Inspiring stories from your peers including: using social media to begincompany wide recognition of legal services, rising through the ranks fromlegal counsel to General Counsel and transitioning from counsel to CEO.

10:45
A Snapshot on Building your Personal Brand to Grow into a Strategic Partner

Peter V. Nguyen
Senior Vice President, Legal A airs, General Counsel & Corporate Secretary
GuestLogix Inc.

Angie L. Morris
Director & Senior Counsel
Hershey Canada Inc.

  • Adding value by leaving your desk: Techniques to get involved in your organization
  • The importance of staying current on non-legal matters
  • Proven tactics on when and how to show initiative

11:30
Networking Coffee Break

BUSINESS COMMUNICATIONSModule 2KEY TAKEAWAY: Learning to convey your message in a clear
and concise manner, and increasing your comfort level with financial terminology.

11:45
Business Foundations: Gaining the Skills Most Valued by Executives

Adrian Lang
Associate General Counsel
BMO Financial Group

  • Demystifying key business documents
  • Deciphering the critical verbiage to truly contribute in meetings
  • Best practices to establish yourself as the trusted advisor

12:15
Ditching the Legalese to Effect Clear Communication

Aliya Ramji
Legal Counsel
CSA Group

Susan Clarke
Partner, Director of Professional Development
Gowling La eur Henderson LLP

  • Key takeaways to improve your drafting to demonstrate business knowledge
  • How to recognize the business aspect of legal issues and how they will affect your internal client
  • Conveying risk and exposure in plain language
  • Why more is less: The value in keeping memos short and sweet
  • Solutions for bridging the communication gap between legal and business, when writing legal opinions

1:00
Networking Luncheon: Q & A with industry leaders

Michelle O’Bonsawin
General Counsel
Royal Ottawa Health Care Group

Dorothy Quann
Vice President and General Counsel
Xerox Canada

Connect with counsel for answers to your questions about developing your career and how to acquire business acumen. Led by:

2:15
Using Diplomacy for Managing Expectations with Key Stakeholders: Overcoming the Stigma of the “Department of No”

Moderator:

Jane Fedoretz
Former Vice President, General Counsel, Chief Compliance Officer and Privacy Officer
CEDA International Corporation

Panel:

Mark Johnson
General Counsel
Infusion

Kelly Zalec
Senior Legal Counsel
Rogers Communications

Alysha Valenti
Vice President, Corporate Legal
Oxford Properties Group

  • Using diplomacy to convey risk without shutting down business plans
  • Gaining comfort with giving advice on the fly: Personal and ethical considerations
  • How to protect the interests of your client without impeding the larger business strategy?
  • Guidelines to avoid the “John Grisham effect”: The law is not like the movies
  • Properly executing client centricity to provide sound business solutions
  • Recognizing how to determine whether your CEO views you as a strategic partner
  • Shifting from personal wins to focusing on company success
  • How to think long-term instead of transactional
LEGAL PROJECT MANAGEMENT
Module 3 KEY TAKEAWAY: Responding to the demands to “do more
with less,” by streamlining business processes, increasing efficiency and becoming indispensable..

3:15
A Concise Guide to the Pillars of Project Management: How to Develop a More Efficient and Organized Practice

Rick Kathuria
National Director, Project Management and Legal Logistics
Gowling Lafleur Henderson LLP

  • Overview of the key aspects of Legal Project Management
  • The Iron Triangle: Scope, cost, time
  • Understanding your role in the mix to expedite the process
  • What makes LPM different from regular project management?
  • How to navigate the relationship between Legal Project Management and outside counsel
  • Work flow best practices

Attend Workshop B for expanded and in-depth Project Management content.

3:45
Networking Coffee Break
4:00
Part I: Evaluating Your Choices: Understanding How Innovation Facilitates Efficiency in the Legal Department

Joe Milstone
Founder
Cognition LLP

  • Defining your role as resource calibrator and project manager
  • Options for outsourcing corporate counsel work
  • Who are the players? The difference between various options on the inside/outside continuum
  • Practical advice on how to be comfortable delegating work and giving up control
  • Key indicators on when to involve outside support
  • Strategies for effective time management

4:30
Part II: Discovering Alternative Options to Help Ease Your Workload

Shelby Austin
Partner
Deloitte

  • Your best remedies to the document management headache:
    • Selecting a vendor, managing a vendor and terminating a vendor
    • Large firms vs. small firms: A comparison in cost and value
    • Managing a vendor: Define roles, be accountable, measure performance
    • Make an informed choice: A brief introduction to global outsourcing

5:00
Co-Chairs Closing Remarks

Day 2 - Thursday, September 18, 2014

7:30
Coffee Served
8:00
Strategy Sharing: Solutions to Manage Your Workload

Angie L. Morris
Director & Senior Counsel
Hershey Canada Inc.

Overwhelmed by workplace stress? You are not alone! Learn and share practical time management strategies to maximize your time at the office and manage your 70 hour workweek.

LEGAL PROJECT MANAGEMENT
Module 4 KEY TAKEAWAY: Facilitate the process by leveraging outside counsel and understanding your risk tolerance.

8:30
Opening Remarks
8:45
Overcoming the Challenges of Managing External Counsel and Techniques for Regulating the Relationship

Laila Brabander
Assistant Vice President, Specialty Claims Manager
Chubb Insurance Company of Canada

Irvin Schein
Partner
Minden Gross LLP

Stacey Boothman
Director & Associate General Counsel
Ledcor Construction Group, Canada

  • Factors involved in setting up, developing and maintaining relationships
  • Limiting external counsel’s mandate: When to ask for a simple opinion vs. a complete report
  • New emerging legal models: Increasing your awareness of available options
  • Flags to anticipate and deal with potential conflicts
  • Strategies for giving proper instructions to external counsel

10:00
Mapping the Stages of Litigation to Anticipate Cost and Manage Risk

Scott Kirkpatrick
Senior Counsel
Coca Cola Refreshments Company

Lynn Mahoney
Assistant General Counsel
Bruce Power

Deborah Templer
Partner
Gowling Lafleur Henderson LLP

Reena Lalji
Senior Counsel, Litigation
CIBC Legal Department

  • The first steps in dealing with the threat of litigation: When to panic and take action
  • Dealing with indemnification issues
  • The importance of optics: Creating a structure to keep decisions consistent and properly defensible
  • Mitigating against negative perception when dealing with an unrepresented, sympathetic plaintiff
  • Understanding how your decisions fit into the bigger corporate picture
  • Maintaining the corporate brand through negotiations
  • Reasons to use separate counsel for the settlement, discovery and trial phases

11:00
Networking Coffee Break
11:15
Testimonials on Successful Negotiation Skills to Create Compelling Arguments

Moderator:

Peter L. Biro
President & CEO
Newcon Optik

Panel:

Gary Caplan
Partner, Mediator & Arbitrator
Mason Caplan Dizgun LLP

Gordon Jermane
AVP and Senior Counsel
Manulife Financial

How to negotiate in the litigation framework: Considering efficiency, risk and insurance

  • The current model: interest based bargaining
  • Identifying the “zone of agreement”
  • Tactics to convince internal stakeholders to settle against principle
  • Settling is not a sign of weakness: advice on conveying this to internal stakeholders
  • Keys in determining which files to fight; which ones to settle
  • Proven methods of resolving a matter before it goes to court

12:30
Networking Luncheon for Delegates and Speakers

A light lunch will be available for delegates attending the main conference and one or both workshops.