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The 5th Annual Emerging Legal Technology Forum

Re(de)fining the Digital Client Journey

Thursday October 13, 2022 | 8:00 AM - 4:00 PM

As the global business community continues to parse through hybrid work arrangements and return-to-office blueprints, technology’s prominence in the modern workplace has never been greater. Savvy organizations are investing heavily in their technological resources and capabilities, with those at the vanguard focusing on an increasingly digitized customer journey forged upon cost-efficiency, accessibility, and inclusiveness.

This autumn the Thomson Reuters Institute proudly announces the return of its annual Emerging Legal Technology Forum in downtown Toronto. Don’t miss this important gathering of legal industry practitioners, visionaries, technology partners, and advisors for a dynamic look at opportunity and transformation in the current market.

Law firm C-suite attendees are also invited to participate in the Thomson Reuters Global & Large Law Firm Associate Ideathon occurring simultaneously within our event space.

Public Health Guidance:
Thomson Reuters is committed to the health and well-being of all conference attendees and event partners. Out of an abundance of caution, we are requiring all guests to be fully vaccinated against COVID-19 at least two weeks prior to the program. Full vaccination is defined as two doses of the Moderna, Pfizer-BioNTech, or AstraZeneca vaccine or one dose of the Johnson & Johnson vaccine. We do not require booster vaccinations to participate.

This program contains 5.0 Professionalism Hours.

Due to high demand, this year’s program is at capacity. Please email us at TRISales@thomsonreuters.com to join our wait list. We will be in touch with any availability.

Event Details

Toronto, ON

$299 USD

For questions about this event, please call 1-800-308-1700 or email us at tri@thomsonreuters.com

Why You Should Attend

  • Unlike similar events that emphasize style over substance, our program offers depth and nuance as part of its commitment to industry-leading content and professional education
  • Our program offers a compelling blend of established, diverse, and emerging voices from corporate legal departments, law firms, and industry start-ups at the fore of technological innovation
  • Participants will gain practical insights for strategic implementation across the organization
  • This program contains 5.0 Professionalism Hours provided by Law Society of Ontario

Who Should Attend

  • Chief Information Officers and senior staff
  • Chief Technology Officers and senior leaders
  • Chief Operating Officers
  • Chief Marketing & Business Development Officers and senior staff
  • Client service leaders
  • Chief Legal Officers & General Counsel
  • Legal operations leaders and teams
  • Knowledge management leaders & senior staff

Chair(s) and Faculty

Chair(s) Faculty
Suzanne Donnels
Chief Business Development & Marketing Officer, Davies Ward Phillips & Vineberg LLP
Pablo Rodriguez
Vice President, Strategy & Commercial Policy, Thomson Reuters
Olalekan (Wole) Akinremi
Partner, Deeth Williams Wall LLP
Joy Cruz
Director, Business Intelligence & Data Analytics, RSM US LLP
Suzanne Donnels
Chief Business Development & Marketing Officer, Davies Ward Phillips & Vineberg LLP
Horatiu Druma-Strugariu
Head of Canadian Content, Alexsei
Fernando Garcia
Vice President, Legal & General Counsel
Monica Goyal
Director of Legal Innovation/Lawyer, Caravel
Joe Green
Of Counsel & Director of Client Experience, Gunderson Dettmer
Amy ter Haar
Legal Counsel, Global University System and Board Member, Ocean Falls Blockchain Group
Al Hounsell
Senior Innovation Lawyer, Norton Rose Fulbright LLP
Sukesh Kamra
Chief Knowledge & Innovation Officer, Torys LLP
Judith McKay
Chief Client and Innovation Officer, McCarthy Tétrault LLP
Rob Morris
National Chief Operating Officer, Borden Ladner Gervais
Yinka Oyelowo
Principal Lawyer, Yinka Law
Matthew Rappard
Chief Technology Officer, Vaultie
Pablo Rodriguez
Vice President, Strategy & Commercial Policy, Thomson Reuters
Ginevra Saylor
Director, Innovation and Knowledge Programs, Gowling WLG
Aileen Schultz
Director, Data and Model Policy and Ethics, Thomson Reuters
Janet Sullivan
eDiscovery Counsel and Global Director of Practice Technology, White & Case LLP
Philipp Thurner
CEO, Nexl
Arthur Wilson
Founder and President, LeanSixLegal
Paula Zirinsky
Co-Founder and Chief Strategist, Structura Strategy Group LLC
Brian Zubert
Sr Director, Product Management, Thomson Reuters

More Information

Agenda

Venue

Sponsors

Downloads

Event agenda

(all times local)

Thursday October 13, 2022

8:00 AM ET Registration and Breakfast
9:00 AM ET Opening Remarks

 

Co-Chairs:
Suzanne Donnels, Chief Business Development & Marketing Officer,  Davies Ward Phillips & Vineberg LLP
Pablo Rodriguez, General Manager Canada and Vice President, Strategy & Commercial Policy, Thomson Reuters

9:15 AM ET Realms Uncharted: Legal Service Recalibration in the Experience Economy

For law firms and corporate legal departments in the digital age, embracing a versatile and sustainable client journey is a core lever for success. From intake to invoicing, client service is increasingly viewed across a constellation of experiences—both in-person and virtual—influenced by technology, 24/7 connectivity, and interpellative social forces. This opening session pivots upon a simple yet nuanced premise: in an increasingly competitive and tenuous market, what does exemplary client service truly look like? How confident are industry leaders in the profession’s embrace of the modern experience economy? Is the modern legal services delivery model wholly sufficient or in need of a proverbial tune-up? Our distinguished panel of industry leaders shall discuss.

 

Moderator:
Joe Green, Of Counsel & Director of Client Experience, Gunderson Dettmer

 

Panelists:
Horatiu Druma-Strugariu, Head of Canadian Content, Alexsei
Monica Goyal, Director of Legal Innovation/Lawyer, Caravel
Rob Morris, National Chief Operating Officer, Borden Ladner Gervais LLP
Ginevra Saylor, Director, Innovation and Knowledge Programs, Gowling WLG

10:15 AM Break
10:30 AM Ascendant Engineering: Emergent Techniques in Data Analytics and Strategic Account Management

In an economic downtown, strategic account management is an effective means for corporate legal departments and law firms to demonstrate value, partnership, and growth. Indeed, thanks to enhanced data analytics and increasingly sophisticated technologies, legal service providers are poised to strategically enhance client relationships through proactive and efficient means. What are legal service providers doing well—or ultimately lacking—in their current account management approach? What resources can prompt more informed and productive engagement with key clients? How is the latest wave of data analytics capabilities helping providers align with broader enterprise goals or priorities?

 

Moderator:
Brian Zubert, Sr Director, Product Management, Thomson Reuters

 

Panelists:
Olalekan (Wole) Akinremi, Partner, Deeth Williams Wall LLP
Joy Cruz, Director,Business Intelligence & Data Analytics, RSM US LLP
Philipp Thurner, CEO, Nexl

11:30 AM ET Break
11:45 AM ET Pathways of Promise: Digital Content Strategy and the Evolving Martech Stack

With COVID-19 prompting a dramatic pivot toward digital strategies and online marketing, scrutiny around content planning and the existing marketing technology (“martech”) stack is a valuable exercise. Whether through bespoke interactive web portals, dynamic mobile applications, webinars and 3D virtual conferences, or CRM and email marketing integration, the tools with which legal service providers develop and deploy strategic content continue to evolve. This session offers a rigorous examination of modern content creation and technology platforms across the profession. How are law firms and corporate legal teams (re)evaluating the way clients consume and access insights? Where and how might martech—or knowledge management writ large—be reimagined to meet client needs and best support employees?

 

Moderator:
Paula Zirinsky, Co-Founder and Chief Strategist, Structura Strategy Group LLC

 

Panelists:
Al Hounsell, Senior Innovation Lawyer, Norton Rose Fulbright LLP
Sukesh Kamra, Chief Knowledge & Innovation Officer, Torys LLP
Judith McKay, Chief Client and Innovation Officer, McCarthy Tetrault LLP

12:45 PM ET Networking Luncheon
1:45 PM ET Approaching the Verge: Opportunity and Reward in Web 3.0 Technologies

By some estimates, the arrival of Web 3.0 (“Web3”) is expected to generate 1.76 trillion US dollars in GDP growth over the next decade—a not insignificant figure to the legal profession. As many in the industry are aware, legal client demand for guidance on a host of Web3 technologies—cryptocurrencies, NFTs, and DAOs—has yielded a flurry of new specialized practice areas and outpouring of lucrative work in both mature and emerging markets. Blockchain, famously described as the most significant new technology since the internet, has clearly become an influential fixture in the global public square. And with blockchain-based Web 3.0 now gathering steam, savvy legal service providers are moving quickly to shore up bench strength and enter the untamed wilds of the metaverse. This presentation offers an important and comprehensive look at opportunity and reward around this newest technological innovation. Where and how can legal service providers lay claim to such fertile ground?

 

Moderator:
Aileen Schultz, Director, Data and Model Policy and Ethics, Thomson Reuters

 

Panelists:
Yinka Oyelowo, Principal Lawyer, Yinka Law
Amy ter Haar, Legal Counsel, Global University System and Board Member, Ocean Falls Blockchain Group
Matthew Rappard, Chief Technology Officer, Vaultie

2:45 PM ET Afternoon Break
3:00 PM ET Journey’s End: Maximizing Value in Client Experience Audits

No client journey is complete without the opportunity to share feedback on one’s overall experience. Indeed, across the global legal profession, there is a direct correlation between formal client feedback processes and improved legal fee realization, according to Thomson Reuters Market Insights research. This closing conversation offers a timely and interactive opportunity to understand the tremendous potential of client experience audits within small to large organizations. Participants are asked to consider the evolution and impact of after-action reviews or client listening and feedback initiatives in a dynamic and transformative market.

 

Moderator:
Arthur Wilson, Founder and President, LeanSixLegal

 

Panelists:
Suzanne Donnels, Chief Business Development & Marketing Officer,  Davies Ward Phillips & Vineberg LLP
Fernando Garcia, Vice President, Legal and General Counsel
Janet Sullivan, eDiscovery Counsel and Global Director of Practice Technology, White & Case LLP

4:00 PM Closing Remarks & Reception

 

Co-Chairs:
Suzanne Donnels, Chief Business Development & Marketing Officer,  Davies Ward Phillips & Vineberg LLP
Pablo Rodriguez, General Manager Canada and Vice President, Strategy & Commercial Policy, Thomson Reuters

 

Please join us for cocktails as we wrap up the day’s proceedings.

Arcadian Loft

Arcadian Loft
401 Bay Street
Simpson Tower, 8th Floor
Toronto, ON M5H 2Y4
416-364-1211

Conference Room Block

Please be advised, a hotel room block at the St. Regis Toronto Downtown has been arranged for the nights of Wednesday, October 12 through Thursday, October 13 at a negotiated rate of $475 CAD. The hotel is located within easy walking distance of the conference venue.

The deadline to secure your room is Monday, September 12, 2022.  Rooms are subject to availability.

Online Reservations

 

Sponsors