Law Firm Risk Roundtable

Spring 2007 Events

	San Francisco	Chicago	New York

Date	May 3 at 10am	May 18 at 9am	May 22 at 3pm
Hosted By	Cooley Godward Kronish LLP	Foley & Lardner LLP	Clifford Chance US LLP
Advisory Board	Mike Guernon Business Information Manager Cooley Godward Kronish LLP Peter Krakaur, Esq. Chief Knowledge Officer Orrick, Herrington & Sutcliffe LLP Laurence Lee Firmwide Manager of New Business & Conflicts Morrison & Foerster LLP Deb Lindberg, Esq. Firmwide Director of Conflicts and New Business Intake Kirkpatrick & Lockhart Preston Gates Ellis LLP	Beth Chiaiese National Director of Loss Prevention Foley & Lardner LLP Patty Fitzpatrick Director of Practice Management Katten Muchin Rosenman LLP John Koski, Esq. General Counsel Sonnenschein Nath & Rosenthal LLP Ann Ostrander Senior Manager of Loss Prevention Kirkland & Ellis LLP Karen Phillips Loss Prevention Counsel Attorney's Liability Assurance Society Jeff Schwarz CIO and Information Systems Partner McDermott Will & Emery LLP	John Kruse Director, Records & Conflicts Administration Cadwalader, Wickersham & Taft LLP Jim Paul, Esq. Partner and General Counsel Clifford Chance US LLP John Shutkin, Esq. General Counsel Shearman & Sterling LLP

Fall 2007 Events

New York

Ethical Management of Client Information:

Navigating technology and cultural challenges to compliance and risk management

This session explored topics including:

How client and regulatory confidentiality requirements affect how firms must protect client information
How firm culture affects risk, compliance and confidentiality issues
Obstacles that attorneys face in managing client information in accordance Professional Responsibility guidelines, including common misperceptions and potential landmines
The role of technology and challenges of ensuring systems are being used in accordance with firm risk management policies
Improving client information practices -- steps organizations can take to identify and address gaps, improve practices and educate attorneys and staff.

Presenters:

Crystal Adkins
Associate General Counsel
Holland & Knight LLP

Nancy Beauchemin
President,
InOutsource, LLC

John Hall
CEO
IntApp, Inc.