Program Summary

The Risk Roundtable program is designed to bring together a mix of law firm risk management and related professionals, including general counsel, loss prevention partners, risk management partners, senior conflicts/records managers and IT leadership. Some events are also focused on law department and corporate general counsel audiences. The forum provides opportunities for:

  • Peer Networking
  • Cross–Functional Dialogue
  • Better Understanding of Common Problems & Trends

Regional roundtable events are hosted by industry experts who act as facilitators. Discussion topics may include:

  • Risk Priorities and Perspectives: What keeps each department up at night?
  • Organization: Who's responsible and how are firms organized to manage risk?
  • Confidentiality: Ethical screens, confidential matters and other scenarios driving the need, and how organizations respond
  • Lateral Hiring: Risk news and views
  • Engagement Letters & Waiver Letters: Current practices and concerns
  • Merger Readiness: Balancing riskand reward against execution challenges
  • Insurance: Addressing carrier concerns and priorities
  • The Role of Technology: What role does IT play?
  • Cultural Considerations: How does firm culture determine risk attitudes and practices?

Events are by invitation only. To request an invitation, please contact: info@riskroundtable.com

2009 Risk Survey

 
2009 Risk Management Survey Complete
 

The 2009 Law Firm Risk Management Survey report has been completed and is currently being distributed to all participants and Risk Roundtable members.

The survey explores several risk areas including policies and education, new business intake practices, lateral hiring and departures, confidentiality management, and compliance tracking and verification. Over 600 risk professionals from the 250 largest US-based and the 30 largest Canadian-based law firms were invited to take the survey. Over 100 firms participated.

For information about future participation or to request a copy of the 2009 report, please contact: info@riskroundtable.com

 

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The 2009 survey presented results collected by 100 participating law firms.

Current 2009 Events

 
Focus On: Screening Rule Developments
 

Law Firm Roundtable Webinar

Understanding and Responding to Recent ABA Changes to Rule 1.10 Screening Requirements

Date: June 18, 2009
Location: Online Webinar
Time: 4pm EDT / 1pm PDT

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Topic

The ABA recently modified Model Rule 1.10 to enable law firms to screen conflicted lateral hires without having to obtain client waivers. This issue triggered serious and vigorous debate across the legal community -- earlier attempts to modify these rules were tabled last year and rejected outright in 2002.

This webinar will explore recent confidentiality and screening trends and case law. Panelists will discuss the drivers behind the Rule 1.10 change and review the new screening enforcement, acknowledgment and notification duties it mandates. The session will also look more broadly at how firms are responding to these and other confidentiality requirements, and offer perspective on how the insurance industry evaluates firm compliance measures.

This Session Will Explore Topics Including:

  • History and drivers of the ABA Rule 1.10 Change
  • Defined screening enforcement, notification and tracking requirements
  • Adoption outlook and implications across jurisdictions
  • Insurance industry perspective on firm risk management response

 

  

Scheduled Speakers:

Lucian Pera -- President, Association of Professional Responsibility Lawyers (APRL); Partner, Adams and Reese LLP

Deborah Jeffrey -- Loss Avoidance Partner, Zuckerman Spaeder LLP

AnneMarie Davine -- Managing Director, Marsh

Pat Archbold -- Head of Risk Practice, IntApp, Inc.

Attendance is by invitation only. Please contact info@riskroundtable.com for more details.

Past Risk Roundtable Events

Past 2009 Events

2008 Events Calendar

2007 Event Calendar

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