Resource: 2011 Law Firm Records Management Survey
Presents responses collected from 27 AmLaw 100 ranked law firms. Explores current and planned law firm records retention policies, related technologies and other facets of information lifecycle management.

Risk Roundtable Meetings

Fall/Winter Risk Roundtable Series

Date: October-December
Locations:

• Chicago (October 13) [event report]
• San Franscisco, October 25 [event report]
• Atlanta, November 10 [event report]
• Houston, November 11 [event report]
• Toronto, November 15 [event report]
• Kansas, December 14 [event report]

The second series of 2011 US Risk Roundtable events are underway, with events scheduled in various cities, hosted in conjunction with participant firms.

Session content varies based on the interest of participants, but typically includes:

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

• Review of news stories, issues, trends and developments affecting law firm risk management

• An update on the Risk Roundtable Compliance Consortium, including an overview specific industry risk response guidelines under development

• An open forum for peer discussion, exchange and networking

Moderator:

• Brian Lynch, Director, Risk Practice Group, IntApp

To Attend:

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

Risk Roundtable Meetings

Special Event -- ISO 27001 for Law Firms

Date: September, 2011
Location: New York

The Risk Roundtable Initiative is pleased to announce a special seminar on information risk and security management for law firms. The session is scheduled for September 16 and hosted by Cravath, Swaine & Moore in New York:

Over the past 18 months, corporations have increasingly mandated more stringent information security requirements for outside counsel. For IT, this often means more time spent responding to client requests and RFPs. Today several firms are leveraging the ISO 27001 standard as a strategic response.

This session will explore the "how" and "why" behind ISO 27001 for law firms and is designed both for firms interested in certification as well as those interested in information security processes and strategies employed by their peers.

Agenda:

• Opening Remarks — Pat Archbold, IntApp
  

• ISO 27001—What is it, why should I care and an outline of the key stages of deployment? (Andrew Rose, Forrester)
  

• Law Firm Accreditation Overviews — How two global firms addressed certification and the benefits they realized (Andrew Rose, Forrester)
  

• Where do you start — Real examples of strategies Cravath has deployed to respond to changing requirements (Jeff Franchetti, Cravath)

Speakers:

Andrew Rose, now with Forrester, previously took two Magic Circle firms through the ISO certification process. He is traveling from London to share his experience and expertise.

He'll be joined by Jeff Franchetti, CIO of Cravath, Swaine & Moore, who will describe tactical initiatives he has implemented at Cravath. Together, they will present tangible strategies and ideas attendees can use to enhance their firm's ability to address client security requirements.

Pat Archbold, IntApp Risk Practice Group leader will open the session and serve as moderator.

To Attend:

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

Risk Roundtable Webinar

Webinar Session -- Managing Risk Tied to High Volume Lateral Hire Activity and Firm Mergers

Date: Wednesday, September 14, 2011
Location: Online Webinar
CLE Credit: Available

Whether stemming from a merger or sudden influx of partners and lawyers, lateral movement is a common occurrence in the modern law firm. When a lateral joins a firm, imputation of conflicts is a serious risk.

The 2009 modifications to ABA Model Rule 1.10 marked an important shift in attitudes regarding ethical screening. However, rules vary across states, and law firms must pay close attention to their screening practices to ensure they avoid disqualification.

Even in states that do not allow nonconsensual screening, timely and effective screening procedures can assist firms in obtaining client waivers and responding to disqualification motions. In today's competitive environment, firms that can demonstrate timely, effective and auditable screening measures are best protected and best able to address client concerns and differentiate themselves in the marketplace.

Panelists will explore topics including:

• Proper due diligence
• Managing incoming information
• Integrating people and technology

Speakers:

• Adam Hansen, Director of Information Security, SNR Denton
• Beth Chiaiese, National Director of Loss Prevention, Foley & Lardner
• Jacqueline Schimmel, Chief Risk Management Officer, Drinker Biddle
  

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Risk Roundtable Webinar

Webinar Session -- Recent Disqualification Decisions and Lawyer Mobility Implications

Date: Monday, June 6, 2011
Location: Online Webinar
CLE Credit: Available

Lateral movement of lawyers is a common occurrence in the modern law firm. When a lateral joins a firm, imputation of conflicts is a serious risk. The 2009 modifications to ABA Model Rule 1.10 marked an important shift in attitudes regarding ethical screening.

However, rules vary across states, and law firms must pay close attention to their screening practices to ensure they avoid disqualification. Even in states that do not allow nonconsensual screening, timely and effective screening procedures can assist firms in obtaining client waivers and responding to disqualification motions. In today's competitive environment, firms that can demonstrate timely, effective and auditable screening measures are best protected and best able to address client concerns and differentiate themselves in the marketplace.

Panelists will explore topics including:

• Case law and lateral hiring standards in various states
• The emerging trend of vetting summer associates
• Key components of lateral hire due diligence

Speakers:

• Boyd Sleeth -- Associate General Counsel, Reed Smith LLP

• Gilda Russell -- Ethics and Conflicts Counsel, Holland & Knight LLP

• Richard Clark -- Director of Records and Conflicts, Haynes and Boone LLP

.

Risk Roundtable Meetings

Spring Risk Roundtable Series -- Aligning Risk and IT to Address Information Risk Management Challenges

Date: March-May
Locations:

• London (March 15)
• Los Angeles (April 5) [event report]
• San Francisco (April 6) [event report]
• Washington DC (April 20) [event report]
• New York (April 21) [event report]
• Houston (May 11) [event report]
• Toronto (July 12) [event report
  

The 2011 US Risk Roundtable Program is underway, with events scheduled in various cities, hosted in conjunction with participant firms.

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 professionals continue to take steps to understand this changing landscape and minimize firm exposure.

The Risk Roundtable provides a forum for risk, IT and related professionals to connect in a collaborative environment.

Sessions Will Explore Topics Including:

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

• Review of news stories, issues, trends and developments affecting law firm risk management

• An update on the Risk Roundtable Compliance Consortium, including an overview specific industry risk response guidelines under development

• An open forum for peer discussion, exchange and networking

Moderator:

• Brian Lynch, Director, Risk Practice Group, IntApp

To Attend:

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

Risk Roundtable Webinar

Webinar Session -- Building and Maintaining a Robust Risk Organization

Date: Tuesday, April 26, 2011
Location: Online Webinar
CLE Credit: Available

Today, law firms face unprecedented risk and compliance challenges. Whether dealing with increasing client concerns about potential data leakage (tied to WikiLeaks and recent law firm insider trading scandals), stricter regulatory requirements that now extend explicitly to law firms, or responding to a variety of rules affecting firms practicing across jurisdictions and international borders -- the job of a risk leader is not getting any easier. And the stakes are getting higher.

In response, firms continue to invest in enhancing their internal risk resources and capabilities. This webinar will explore approaches and strategies several have taken.

Panelists will explore topics including:

• Approaches for organize risk and compliance teams
  
• The role lawyers can play in evaluating firm risk policies and practices
  
• New and emerging challenges facing the industry
  
• Using technology to mitigate risk
  
• Educating firm management and enhancing the profile of risk management

Speakers:

• Ann Ostrander -- Senior Director, Firmwide Loss Prevention, Kirkland & Ellis LLP

• Ed Witt -- Director of Conflicts and New Business Intake, Reed Smith LLP

• Patty Fitzpatrick -- Director of Practice Management, Katten Muchin Rosenman LLP

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