CONFERENCE AND EXHIBITION

Transcription

1 A LEGAL CONFERENCE AND EXHIBITION EARLY BIRD SAVINGS IF YOU REGISTER BEFORE OCT. 15 presented by The Law Society of Upper Canada and Ontario Bar Association November 13 and 14, :00 a.m. - 5:00 p.m. Metro Toronto Convention Centre North Building, 255 Front Street West CONFERENCE AND EXHIBITION KEYNOTE SPEAKERS: Don Morrison, Chief Operating Officer, Research In Motion Limited (RIM is one of Canada s leading technology companies, specializing in wireless communications) Mark J. Freiman, Deputy Attorney General, Deputy Minister Responsible for Native Affairs Chair: John A. Olah, Beard Winter LLP Vice-Chair: Daniel E. Pinnington, Lawyers Professional Indemnity Company ( LAWPRO ) You can t afford to miss this year s program, that offers 26 unique sessions grouped into three separate tracks (see inside for more details). The Law Society of Upper Canada LET RIGHT PREVAIL Barreau du Haut-Canada

2 Technology is no longer a luxury. Today, technology is essential to thrive and survive in the practice of law. EXHIBITORS INCLUDE: Dear Colleague: Come and join us at this very special program that will show you how to take your practice to the next level, to give you the winning edge in the courtroom and to increase your bottom line. This year s program features 26 sessions grouped into three separate tracks: Track #1: The Litigator s Edge will review the application of technology to all stages of litigation matters, including electronic presentations in the courtroom, document management and eliminating paper, case strategizing, electronic technology and other uses of technology in the courtroom. Track #2: Best Practices will focus in on issues relating to electronic communications, collaboration and sharing of work product, knowledge management, technology planning and procurement and doing more with the technology you already have. Track #3: Technology in Motion highlights various topics, including using Adobe Acrobat, case management software, essential legal task related utilities, how to harness the Internet and technology related security and privacy issues. LegalTech Toronto Conference and Exhibition is your opportunity to learn how to use technology to become more efficient and more profitable. John Olah, Chair Daniel E. Pinnington, Vice-Chair P.S. This program qualifies for the $50 LAWPro CLE Premium Credit. The Law Society of Upper Canada and Ontario Bar Association gratefully express their appreciation to our sponsors: 2

3 FACULTY: Dennis R. O Connor, Associate Chief Justice of Ontario, Court of Appeal for Ontario Colin L. Campbell, Russell G. Juriansz, B. Thomas Granger, David J. Bilinsky, The Law Society of British Columbia Stephen Bird, Lanark, Leeds & Grenville Legal Clinic Simon Chester, McMillan Binch Domenic A. Crolla, Gowling Lafleur Henderson LLP (Ottawa) Carole Curtis, Barrister and Solicitor Douglas N. Deeth, Deeth Williams Wall LLP Michael Erdle, Deeth Williams Wall LLP Bonnie E. Fish, Fogler Rubinoff LLP Martin Felsky, Ph.D., J.D., Commonwealth Legal Inc. Jeffrey M. Flax, Office of the Federal Public Defender (Denver) Mark J. Freiman, Deputy Attorney General, Deputy Minister Responsible for Native Affairs Margaret E. Grottenthaler, Stikeman Elliott Paul Harte, Harte Barristers Karim Jinnah, Animate Systems Inc. Ian Jones, Teranet Michael Kraft, Kraft, Kennedy & Lesser, Inc. Hugh G. Laurence, Goodmans LLP David L. Masters, The Masters Law Firm, L.L.C. Joseph M. Matthews, Colson, Hicks, Edison (Miami) John A. McLeish, McLeish & Associates Kimberley A. McVittie, Canadian Imperial Bank of Commerce Don Morrison, Research in Motion Limited Mara L. Nickerson, Osler, Hoskin & Harcourt LLP Kristin M. Nimsger, Esq., Kroll Ontrack Inc. Roger G. Oatley, Oatley, Vigmond Bruce Olson, Davis & Kuelthau, s.c. Mike Peerless, Siskind, Cromarty, Ivey & Dowler LLP Andre Perey, Blake, Cassels & Graydon LLP Laurence A. Pattillo, Torys LLP Daniel E. Pinnington, Lawyers Professional Indemnity Company (LAWPRO ) Glenn A. Smith, Lenczner Slaght Royce Smith Griffin Michelle L. M. Strom, LAWPRO Mark D. Tamminga, Gowling Lafleur Henderson LLP (Hamilton) John Tsiofas, CardID Corporation Kathleen Waters, LAWPRO Susan B. Wortzman, Lerner & Associates LLP Milton W. Zwicker, Zwicker, Evans & Lewis LLP PLANNING COMMITTEE: Chair John A. Olah, Beard Winter LLP David J. Bilinsky, The Law Society of British Columbia Mark D. Tamminga, Gowling Lafleur Henderson LLP (Hamilton) Vice-Chair Daniel E. Pinnington, Lawyers Professional Indemnity Company (LAWPRO ) Jeffrey M. Flax, Office of the Federal Public Defender (Denver) Peter Wilson, Unisys Canada Inc WHO SHOULD ATTEND: LegalTech provides education and information for all legal practitioners seeking the latest developments in law practice technology: lawyers managing partners associates corporate counsel CIOs IT/MIS directors litigation support managers 3 law clerks law librarians legal administrators controllers and accounting staff judges law students law professors

4 Wednesday, November 13, :00-10:00 a.m. Keynote: Mark J. Freiman, Deputy Attorney General, Deputy Minister Responsible for Native Affairs 10:00 11:00 a.m. Exhibits Viewing LITIGATION BEST PRACTICES 11:00 a.m. 12:00 p.m. L1: PERSUASIVE PRESENTATIONS ON A SHOESTRING BUDGET Roger G. Oatley, Oatley Vigmond Joseph M. Matthews, Colson Hicks Edison Colson & Matthews Just about anyone can prepare winning trial graphics with today s easy to use and relatively inexpensive off the shelf or made for lawyers presentation software. On the fly you can prepare compelling visuals without either a degree in graphics or computer science. We will show you how to craft time lines, organization charts, blow up of documents and photographs and play video clips without the need for expensive outside consultants! BP1: COMMUNICATIONS TO THE MAX Douglas N. Deeth, Deeth Williams Wall LLP You already know how to send and receive messages and attachments. Now learn about the finer points of messaging. This session assumes you already know and use your system for basic operations. Learn tips that make messaging from your desktop faster and easier. Learn about advanced features in your system. Explore wireless technology and communication tools for the mobile lawyer. Learn how to use your messaging systems to the fullest. T1: ACROBATICS WITH ADOBE Glenn A. Smith, Lenczner Slaght Royce Smith Griffin Martin Felsky, Commonwealth Legal Inc. The e-brief is here. Come to this session to learn the why s and what for s of creating and sharing Adobe Acrobat documents, including interactive pleadings. You will gain an appreciation of the many practical law related applications for using this software, and see some of the legal task related add-ons that are available. 12:00 1:00 p.m. Exhibits Viewing 1:00 2:00 p.m. L2: THE ELECTRONIC COURTROOM: IT S HERE NOW Bruce Olson, Davis & Kuelthau, s.c. Russell G. Juriansz, Superior Court of Justice The courtroom of the future is being built in Toronto. Come and listen to Justice Juriansz of the Ontario Superior Court tell you about this new and exciting project. For those of you who wish to take your own electronic court with you, let an experienced trial lawyer share his experience with you about using this cutting edge technology in the trial process. Learn what works, what doesn t and when technology is not the solution. BP2: HOW DO I FIND WHAT I NEED IN THIS MESS? Hugh G. Laurence, Goodmans LLP Michael Kraft, Kraft, Kennedy & Lesser, Inc. Messages pile up and clog your in-box. Attachments seem to multiply out of control. It is hard to find them again in the flood of items you need to save. You seem to spend more time acting as a file clerk than practising law. You will receive practical advice on such matters as: finding the messages you want when you need them; optimum use of the latest search engines; integrating contact management tools into your practice; and how firms use portals as gateways to information sources. 4 T2: GETTING THE CASE MANAGEMENT RELIGION Carole Curtis, Barrister and Solicitor Case management is going mainstream. It is an essential tool for barristers and solicitors alike. Come to this session to understand what it is and how it can help you be more efficient and to better manage your practice. Learn some practical tips on using and implementing case management software from lawyers that have already rolled it out at their office.

5 LITIGATION BEST PRACTICES 2:15 3:15 p.m. L3: : VIEWS AND REVIEWS FROM THE BENCH Dennis R. O Connor, Associate Chief Justice of Ontario Court of Appeal for Ontario Justice Colin L. Campbell, B. Thomas Granger Three highly experienced judges will give you their views on the use of technology in the courtroom. Don t miss their unique perspective and insight! BP3: COLLABORATING AND SHARING WORK PRODUCT Mara L. Nickerson, Osler, Hoskin & Harcourt LLP Margaret E. Grottenthaler, Stikeman Elliott Communicating means more than sending and receiving s. Learn how to work together with another lawyer or your client on one document at the same time. Learn about other collaborative tools for sharing files and documents. Find out about the best practices in setting up client extranets for sharing documents. Learn the value of marketing your practice through the targeted marketing available on an extranet. T3: THE INTERNET IS NOT A ONE-WAY STREET Bonnie E. Fish, Fogler Rubinoff LLP Milton W. Zwicker, Zwicker, Evans & Lewis LLP Are you travelling both ways on the information highway? Come to this session to learn about search engines and other useful web resources that can help lawyers. And, learn how you can communicate with clients and market yourself through firm websites, newsletters and extranets. 3:15 4:00 p.m. Exhibits Viewing 4:00 5:00 p.m. L4: WINNING DISCOVERY TACTICS IN THE ELECTRONIC WORLD Susan B. Wortzman, Lerner & Associates LLP Joseph M. Matthews, Colson Hicks Edison Colson & Matthews Recent studies have shown that over 80% of new business records are retained in an electronic format and often not reduced to paper. In today s electronic age the traditional concepts of discoverability are rapidly changing. This up to the minute presentation will bring you up to date as to recent developments in the law of electronic discovery and strategies and tactics that should be utilized to ensure your clients get full and complete disclosure in the electronic age. BP4: MANAGING INFORMATION IN THE ELECTRONIC AGE Maragaret E. Grottenthaler, Stikeman Elliott Mara L. Nickerson, Osler, Hoskin & Harcourt LLP How can you manage all the electronic messages and documents you create or receive every day? Learn how to save, store and recall your messages and attachments. Learn the basics of translating documents into electronic form through scanning. Learn how to save and manage , pictures, faxes and text documents in a document management system. See what case management can offer the solicitor. Help yourself by channelling the electronic information torrent into useful canals you can navigate to find what you want. T4: THE 8 MINUTE EXPERT Integrated Justice Project Ian Jones, Teranet Electronic Transfer of Funds for E-reg Kathleen Waters, LAWPRO Document Assembly Mark D. Tamminga, Gowling Lafleur Henderson LLP Voice Recognition Paul Harte, Harte Barristers Wireless David L. Masters, The Masters Law Firm, L.L.C. Come to this session for insights and practical tips from a distinguished panel of technology experts on key emerging legal technologies. 5

6 Thursday, November 14, :00-10:00 a.m. Keynote: Don Morrison, Chief Operating Officer, Research In Motion Limited 10:00 11:00 a.m. Exhibits Viewing LITIGATION BEST PRACTICES 11:00 a.m. 12:00 p.m. L5: MYTH OR REALITY: THE PAPERLESS OFFICE AND THE ELECTRONIC TRIAL NOTEBOOK Bruce Olson, Davis & Kuelthau, s.c. John A. McLeish, McLeish & Associates Imagine an office where there are no yellow pads, no boxes of documents and no transcripts with yellow stickies to wade through. Learn how to organize your files and prepare for trial using new technology. Our panelists will show you a variety of techniques that will take you to a new level of practice! BP5: PLAN TO SUCCEED Karim Jinnah, Animate Systems Inc. Michael Kraft, Kraft, Kennedy & Lesser, Inc. What is more difficult: developing a cost-effective technology plan or selling it to your partners? It s not enough to find the right technology. It is essential to have a plan to implement that technology. And everyone on the team has to buy into the plan to make it succeed. Practitioners from small, mid-size and large firms will use a case-study approach to technology planning. Learn how to: set priorities and budgets; create a plan for the entire product lifecycle; and get all of the key decision-makers and technology users on board. T5: SECURITY AND PRIVACY: WHAT SHOULD LAW FIRMS BE DOING Simon Chester, McMillan Binch Jeffrey M. Flax, Office of the Federal Public Defender (Denver) With more of your staff and clients working in the electronic world, and new privacy legislation, security and privacy is now front and centre for you, your staff, your firm and your clients. Are you safe and are you prepared to comply with this legislation? 12:00 1:00 p.m. Exhibits Viewing 1:00 2:00 p.m. L6: MODERN TOOLS FOR TRIAL LAWYERS: CASE STRATEGIZING AND OTHER SOFTWARE TRINKETS Laurence A. Pattillo, Torys LLP David L. Masters, The Masters Law Firm, L.L.C. Brainstorming and case strategizing products such as Case Map, Time Map and others are indispensable tools for preparing for all phases of litigation. Our experts will show you how to utilize this type of new and innovative software that will maximize your creativity and preparation from discovery through to the courtroom door. BP6: THE RIGHT STUFF: PROCUREMENT STRATEGIES Dave J. Bilinsky, The Law Society of British Columbia Karim Jinnah, Animate Systems Inc. How do you ensure that you are buying the right technology? Is cost-effectiveness the primary consideration? How important is look and feel? What about conversion issues? These are only some of the questions that confront lawyers in the purchase of information technology. This session will address the top 10 questions lawyers should ask their technology vendor. In addition to providing helpful hints for the purchase of information technology, attendees will also receive constructive advice for the deployment of technology in the workplace. 6 T6: ESSENTIAL UTILITIES FOR BEING AN EFFECTIVE LEGAL USER Stephen Bird, Lanark, Leeds & Grenville Legal Clinic Daniel E. Pinnington, LAWPro Software never does everything it should. Come to this session for a review of the many small software applications and utilities that can help you use your technology in a more effective way. This session will include live demonstrations of some newer utilities that are designed to do specific law-practice related tasks.

7 LITIGATION BEST PRACTICES 2:15 3:15 p.m. L7: GETTING THE DROP ON YOUR OPPONENT: COMPUTER FORENSICS Glenn A. Smith, Lenczner Slaght Royce Smith Griffin Jeffrey M. Flax, Office of the Federal Public Defender Kristin M. Nimsger, Esq., Kroll Ontrack Inc. Electronic information is part and parcel of virtually every case you handle today. Learn about what you need to know about the technological aspects of your case and when computer forensics can turn the table on your opponent. Also, learn about the problems and pitfalls that can undermine your case. BP7: DOING MORE WITH WHAT YOU VE GOT: GETTING MORE VALUE FROM YOUR EXISTING John Tsiofas, CardID Corporation Daniel E. Pinnington, LAWPro You have already made large investments in technology. Now, before scrambling to get the latest gadget out of Silicon Valley, find out how to do more with the technology you already have. Learn: how additional training may improve productivity; of additional or enhanced use of the existing tools; how to properly manage upgrades to the existing technology may extend its useful life; the value of minimizing technology anxiety among lawyers and staff; and how orphan systems can be supported. T7: CASE MANAGEMENT AND LARGE MATTER CASE STUDY Paul Harte, Harte Barristers Mike Peerless, Siskind, Cromarty, Ivey & Dowler LLP Technology is essential for handling class actions and large matters. Come to this session for insights from two lawyers who use technology to allow them to handle class actions and large matters more effectively and efficiently. 3:15 4:00 p.m. Exhibits Viewing 4:00 5:00 p.m. L8: HAVE LAPTOP, WILL TRAVEL : THE MOBILE TRIAL LAWYER David L. Masters, The Masters Law Firm, L.L.C. Domenic A. Crolla, Gowling Lafleur Henderson LLP On the road again? Today s trial lawyer is no longer tethered to his or her desk and must be able to practice his or her craft at any time of the day and from anywhere. We will explore the latest techniques for success when you are away from your office. We will examine laptop accessories along with proven and practical techniques ranging from wireless capabilities to remote access to your office network. You will leave this session confident that you will be able to travel complete with access to the information and the tools that you require. BP8: WHAT CLIENTS EXPECT FROM THEIR E-LAWYER Michael Erdle, Deeth Williams Wall LLP Kimberley A. McVittie, CIBC Andre Perey, Blake, Cassels & Graydon LLP Clients depend on information technology to run their own businesses. They expect their legal advisors to be just as wired as they are. Effective lawyering requires the seamless integration of technology into the practice of law and technology integration between lawyer and client. It also requires an understanding of when technology can get in the way. Sometimes or voice mail is the best way to get things done. Sometimes you still need a little face time. A panel of in-house and outside counsel will share their front-line experiences. 7 T8: DISASTER PREVENTION AND RECOVERY WOULD YOUR PRACTICE SURVIVE A SERIOUS INTERRUPTION? David J. Bilinsky, The Law Society of British Columbia Michelle L. M. Strom, LAWPRO Do you understand the threats: viruses, hackers, portable data, and other inside and outside threats. Learn what you must do to protect yourself, including using antivirus software, firewalls, technology use policies, backups. The session will also review what steps you should be taking to prepare for practice interruptions, including implementing a disaster recovery plan.

8 How to register: 3rd Annual LegalTech Toronto Registration FAX: if paying by VISA or Mastercard (416) MAIL: with cheque or credit card information to: Ontario Bar Association, Toronto Street, Toronto, ON M5C 2B8 Registrations for LegalTech Toronto must be prepaid. Credit card number must accompany all faxed registrations. Walk-in registrations will be accommodated only if accompanied by credit card or cheque. For group rates, please contact the OBA reservations department at or Registrations will be accepted by any of the above means up to Friday, November 8; after that date, all registrations must take place at the door on program day. By October 15 After October 15 Two-day conference and exhibition $395 + $27.65 GST = $ $495 + $34.65 GST = $ Wednesday, November 13 only $275 + $19.25 GST = $ $ GST = $ Thursday, November 14 only $275 + $19.25 GST = $ $ GST = $ Exhibition only Free $25 + $1.75 GST = $26.75 I plan to attend the stream(s) indicated below: Litigation Stream Best Practices Stream Technology Stream Questions about registration? Call (416) or toll free or visit All prices are shown in Canadian dollars. Payment must accompany registration and may be made by cheque or credit card: Credit card registrations: MasterCard VISA Please charge $ to my Card#: Expiry Date: Signature: Name: Firm: Address: City: Province: Postal Code: Phone: ( ) Fax: ( ) Refund and cancellation policy: Course fee is refundable (less $53.50 administration fee [$50 + $3.50 GST]) if notice is received in writing by Wednesday, November 6. Substitute registrants are welcome. While every reasonable effort is made to provide programming in conformity with this advertisement, OBA and the Law Society reserve the right to cancel or reschedule courses, refuse admission, or substitute speakers, venue or content. CLE bursary program: Registration at a reduced price is available to qualifying members of the Law Society of Upper Canada. Applicants are required to submit a fully completed application to OBA reservation staff, indicating their year of call, confirming their good standing as a member of the Law Society, and confirming that their income level is less than the pre-tax threshold of $35,000 annually. For information, call or APPROVED FOR CLE PREMIUM CREDIT GST#R