Law Firm Risk Roundtable

Engage. Exchange. Evolve.

Programs connecting the legal risk community

Roundtable Events

  1. New York Roundtable: Information Risk Assessments & Benchmarking

    Is your firm doing everything it can to protect client confidentiality? If your management and operational arms aren’t speaking the same language about confidentiality you may be living with a false sense of security. As technology increases the volume and visibility of information across the firm, significant risk may loom. And with clients increasingly taking interest in the protections, practices and controls employed by their law firms it’s vitally important to understand and adapt to these expectations.

    This session will provide law firm General Counsel, Loss Prevention, Conflicts and Risk stakeholders with key concepts they can apply in their firms. As the first session in the 2008 Risk Roundtable series, this event will focus on assessment and benchmarking. Presentations by industry risk management experts will explore confidentiality drivers, standards and compliance strategies. They will be joined by a representative from the insurance industry who will discuss their perspective on confidentiality risk management.


    • Michael Guernon Orrick, Herrington & Sutcliffe LLP
    • Richard May Managing Director, Marsh
    • Nancy Beauchemin President, InOutsource, LLC
    • John Hall CEO, IntApp, Inc.
  2. Fall 2007 Series — Navigating Technology and Cultural Challenges to Compliance and Risk Management

    This series will explore issues 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.
  3. New York Risk Roundtable

    Date: May 22, 2007

    Host: Clifford Chance


    Jim Paul, Esq.
    Partner and General Counsel
    Clifford Chance US LLP

    John Shutkin, Esq.
    General Counsel
    Shearman & Sterling LLP
  4. Chicago Risk Roundtable

    Date: May 18, 2007

    Host: Foley & Lardner


    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
  5. San Francisco Roundtable

    Date: May 3, 2007

    Host: Foley & Lardner


    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
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