Resource: 2010 Risk Survey

The 2010 Law Firm Risk Management Survey report is complete and has been 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. Risk professionals from the 250 largest US-based and the 30 largest Canadian-based law firms were invited to take the survey. Over 80 firms participated.

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

Risk Roundtable Meeting

Aligning Risk and IT to Address Information Risk Management Challenges

Dates: Friday, December 3 (London)
Time: 11am - 1pm (Lunch Provided)

Please join us for a Risk Roundtable panel on aligning risk management and IT.

Industry developments continue to raise the profile of risk and compliance issues -- particularly with information risk management, where rising client expectations, evolving professional standards and new regulations create new challenges and dangers.

In this context, it's vitally important that risk and IT organisations develop a shared understanding of the resources, policies and processes they can put in place to minimise firm exposure.

This session will explore current information risk and compliance challenges facing law firms, how risk and IT stakeholders can further educate firm management and peer departments, and how to effectively make the case for increased investment in risk management.

This Panel Will Explore Topics Including:

• Communicating the implications and potential exposure tied to the expanding information risk landscape

• Explaining the value and importance of the risk organization, its efforts across the firm and the importance of close collaboration with IT

• Reviewing recommended areas and well-aligned projects for collaboration between risk and IT

• Understanding the value of and making the case for several types of "investments" – including management mindshare, budget, staff resources and technology tools

Speakers:

• Heather McCallum, Head of Risk and Compliance, Allen & Overy LLP
• Janet Day, IT Director, Berwin Leighton Paisner LLP
• Pat Archbold, Head of Risk Practice Group, IntApp
• Neil Araujo, CEO, Autonomy iManage

Co-Sponsor:

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: Tuesday, Nov 2 (Chicago)
Time: 11am - 1pm (Lunch Provided)

Please join us for a Risk Roundtable panel on strategies for increasing the resources available for your risk management efforts.

Industry developments continue to raise the profile of risk and compliance issues -- particularly with information risk management, where rising client expectations, evolving professional standards and new regulations create new challenges and dangers.

Unfortunately, risk and IT leaders don't always have the resources necessary to put the people, processes and tools in place to best protect their firms.

This session will explore how risk and IT stakeholders can successfully educate firm management and peer departments, and effectively make the case for increased investment in risk management.

This Panel Will Explore Topics Including:

• Communicating the implications and potential exposure tied to the expanding legal risk landscape
  

• Explaining the value and importance of the risk organization and its efforts across the firm
  

• Cultivating cross-functional advocates – framing and aligning risk efforts with other organizational goals and objectives
  

• Understanding the value of and making the case for several types of "investments" – including management mindshare, budget, staff resources and technology tools

Speakers:

• Ann Ostrander, Sr. Director of Loss Prevention, Kirkland & Ellis LLP
• Beth Chiaiese, Director of Loss Prevention, Foley & Lardner LLP
• Pat Archbold, Head of Risk Practice Group, IntApp
• Neil Araujo, CEO, Autonomy iManage

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.