Philadelphia Risk Roundtable:

Confidentiality and Information Risk Management Issues Facing Law Firms

Date: Tuesday, November 17, 2009
Location: Philadelphia, PA

Over the past 12 months, several developments have raised the profile of confidentiality and risk management issues related to information management at law firms.

This session will explore how these issues are affecting law firms and the steps organizations are taking to reduce their risk exposure, increase the internal profile of risk management and better protect themselves.

This Session Will Explore Topics Including:

• Current risks tied to common firm information and data lifecycle management practices

• Policies, procedures and tools used by firms to improve risk assessment, confidentiality management and compliance

• Lessons from more strictly-regulated environments: What firms can learn from the UK and Canada

• Leveraging firm risk response for competitive advantage in business development and cost negotiations with insurance providers

Panel:

Kristopher Klein, JD, Risk Avoidance Manager, Fox Rothschild LLP
John Sharkey , Director, Risk Practice, IntApp, Inc.
Stacey Fiorillo, Esq., Manager, Risk and Records Management, Baker Robbins & Company

This event is sponsored by:

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

Law Firm Roundtable

Understanding and Responding to Risk and Compliance Issues Facing Candian Firms

Date: October 1, 2009
Location: Toronto, Ontario

This Session Will Explore Topics Including:

• Risk Audits
• Confidentiality Management Challenges
• Know Your Client Rules: Implication and Response
• Emerging International Risk and Compliance Issues
• New Matter Inception: Best Practices for Risk Identification and Response

Moderator:

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

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

Law Firm Roundtable Webinars

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

Session 1: June 18, 2009
Session 2: August 13, 2009

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.

Law Firm Roundtable

Minimizing Conflicts: Success Stories for Reducing Risk

Date: May 8, 2009
Location: Washington, DC
Time: 8:15 am - 10:30 am

This seminar is designed to provide law firm risk professionals with lessons, approaches and best practices for managing and minimizing conflicts.

Discussion topics include:

• Former Client Conflicts
• Current and Future Client Conflicts
• Multiple Representation Conflicts
• New Hire/Lateral Conflicts
• Recent Changes to ABA Model Rules
• Role of Technology in Managing and Addressing Conflicts and Conflicts Rule Changes

Sessions:

How to be Conflict-Averse: Practical Solutions and Techniques That Work
Deborah J. Jeffrey – Zuckerman Spaeder, LLP

Technology for Managing Conflicts, Waivers and Confidentiality Requirements
Pat Archbold – IntApp

This event is sponsored by:

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