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

Upcoming 2008 Events

 
Regional Events Held Nationwide May-June 2008
 

Law Firm Roundtables

Firm Growth and Risk Management – Mergers, Lateral Hire and Expansion

Locations: Atlanta, Boston, Cleveland, Dallas, Los Angeles, Miami, Philadelphia, San Francisco, Washington DC

   growth_image
Topic

If your firm is pursuing a growth strategy, it’s facing a number of risks. Some are fundamentally strategic -- is growth the best way to achieve desired gains in capability, efficiency or profitability? Others are operational -- what issues jeopardize successful expansion and how can the organization address them?

No matter the scale of expansion, poor risk management can significantly impact firm performance, attorney productivity, and client satisfaction and retention.

This session will explore practical approaches for identifying and managing operational risks as firms grow. It will include case studies, insider perspectives, and best practices developed by top-ranked firms, including insights collected from risk professionals responsible for six of the largest mergers in 2007.

 

These Session Will Explore Topics Including:

  • Conflicts: Streamlining conflicts identification, management and clearing during mergers and major lateral hire initiatives

  • Clients: Managing client expectations and service experience amidst changing firm composition

  • Confidentiality: Protecting confidential information as new resources join (or leave) the firm

  • People: Accelerating productivity and avoiding poor impressions when bringing on lateral resources

Past 2008 Events

 
March 18, 2008
  
March 18, 2008
 
law_dept

Law Department Roundtable

Trends in Law Firm Confidentiality Management - What's Critical for Law Departments to Know Today

8am - 11am
 
law_firm

Law Firm Roundtable

Focus on Confidentiality Management - Understanding Law Firm Risks

1pm - 4pm
Topic

Are your law firms taking sufficient steps to protect your sensitive business information? In recent years, several high-profile disclosures, data leaks and ethical slips have highlighted gaps in current law firm confidentiality practices. Such incidents not only cost firms dearly, they also expose clients to significant risk and expense. Increasingly, corporate law departments are mandating specific confidentiality controls and auditability standards they expect firms to adhere to — a model of "trust but verify."

This seminar will explore current state-of-the-art and evolving best practices in law firm confidentiality management. Corporate law department leaders will discuss requirements their organizations are incorporating into outside counsel guidelines, RFPs and engagement letters. Industry risk management experts will also explore practices clients should expect firms to adopt to better protect their information and interests. They'll also provide practical guidelines and a roadmap for engaging firms on this important subject. 

By the end of the session, you’ll have a clear understanding of the state of the industry on this increasingly important topic as well as materials that you can take back to your organization and incorporate into your business relationships with outside counsel.

   Is your firm doing everything it can to protect client confidentiality? If your management and operational arms aren't speaking the same language about confidentiality you may be living with a false sense of security. As technology increases the volume and visibility of information across the firm, significant risk may loom. And with clients increasingly taking interest in the protections, practices and controls employed by their law firms it's vitally important to understand and adapt to these expectations.

This session will provide law firm General Counsel, Loss Prevention, Conflicts and Risk stakeholders with key concepts they can apply in their firms. As the first session in the 2008 Risk Roundtable series, this event will focus on assessment and benchmarking. Presentations by industry risk management experts will explore confidentiality drivers, standards and compliance strategies. They will be joined by a representative from the insurance industry who will discuss their perspective on confidentiality risk management.
Scheduled Speakers

Kelley Young
Managing Director,
Bear Stearns

Michael Guernon
Orrick, Herrington & Sutcliffe LLP

Nancy Beauchemin
President,
InOutsource, LLC

John Hall
CEO,
IntApp, Inc.

  

Richard May
Managing Director,
Marsh

Nancy Beauchemin
President,
IntOutsource, LLC

John Hall,
CEO,
IntApp, Inc.

Past 2007 Events

Information regarding past Risk Roundtable sessions.

Sponsored by