Risk Roundtable Meeting

Confidentiality and Information Risk Management Issues Facing Law Firms

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

Several recent 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 Panel 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

Speakers:

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

To Attend:

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

Risk Roundtable Meeting

Securing Resources -- Making the Business Case for Investing in Risk Management

Dates: October 1 (Toronto)
Time: 11am - 1pm (Lunch Provided)

Please join us for an upcoming Risk Roundtable meeting focusing on issues relevant to Candian law firms.

This Panel 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 Group, IntApp

To Attend:

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

Risk Roundtable Meeting

Risk Technology -- How Advanced Technology is Transforming Risk Management for Law Firms

Dates:
Tuesday, May 18 (Philadelphia)
Wednesday, May 19 (New York)

Time: 11am - 1pm (Lunch Provided)

Over the past 12 months, several developments have raised the profile of risk management and compliance issues related to information management in law firms. This heightened focus results from the increased need to secure information, stricter penalty enforcement for non-compliance and the continued economic pressure to drive new business.

From conflicts and intake, to email and records, to confidentiality management, firms are under increasing pressure to examine and update their response strategies. This session will provide law firm General Counsel, Loss Prevention Directors, and Conflicts and Risk Management stakeholders with key understanding of the role of technology in achieving compliance and mitigating risk.

This Panel Will Explore Topics Including:

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

• Evolving industry rules, case law and standards for ethical screening and client confidentiality

• Mitigating risk associated with intake, conflicts and records through the use of Meaning Based Computing technology

• The role of technology in mitigating email risk through Email Management tools that deliver new levels of automation and protection

Speakers:

Join Pat Archbold, head of IntApp's Risk Practice Group, Nancy Beauchemin, president of InOutsource, and Autonomy iManage to explore industry challenges and how technology can be applied to protect law firms in the changing legal landscape.

To Attend:

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

Risk Roundtable Webinar

Webinar Session -- Understanding New Ethical Screening Rules, Requirements and Case Law

Date: Friday, March 26, 2010
Location: Online Webinar
CLE Credit: Available

This webinar will review current professional rules and new case law developments supporting the need to enhance law firm ethical screening and confidentiality management practices.

In the past year, several changes have raised the profile of confidentiality and risk management issues related to information management at law firms. These include the ABA's modification of Model Rule 1.10 to enable the unilateral ethical screening of conflicted lateral attorneys, increasing client interest in firm practices and standards, and expanding regulatory pressures for firms operating both domestically and internationally.

This Panel Will Explore Topics Including:

• Current US screening rules and requirements

• New and evolving case law

• Law firms response stratagies, including the role of technology in achieving compliance and mitigating risk
  
  

Speakers:

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

• Deborah Jeffrey -- Loss Avoidance Partner, Zuckerman Spaeder LLP

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

To Attend:

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