LIVE and Online JUNE 29, 2021 | 8:45 am-4:00 pm EST


This program contains 3.0 hours and 30 minutes of Professionalism content.

This program has been approved for 4.0 hours by the Law Society of British Columbia and may be applied towards the mandatory 12 hour Continuing Professional Development requirement in BC.

8:45 am - 8:55 am

Registration & Virtual Orientation

8:55 am - 9:00 am

Opening remarks

9:00 am - 9:30 am

Panel: Insights, ideas and tools and improve your remote work experience

With hybrid work settings now dominating most legal workplaces, many new applications and add-ons have been developed to improve productivity, flexibility, and effectiveness. What are some tools and techniques practitioners use to improve their remote work experience? How can resources be used most effectively when working with tight budgets?

  • Practical tools and apps for enhancing the remote experience
  • Maximizing the use of current tech resources, existing applications, and add-ons
  • Examples of technologies used both in-house and within law practices
  • What are some helpful techniques beyond technology to improve remote work?


Jason Kuzminski

Law Society of British Columbia, Director, Communications & Engagement


Dharam Dheensaw

Chief Information Officer, Harper Grey LLP

Tilly Gray

Partner, Practice Innovation, Cassels Brock & Blackwell LLP, & Co-Founder, FourLines (a division of Cassels)

Peter Nguyen

Senior Vice President Legal, Associate General Counsel, Descartes Systems Group

9:35 am - 9:55 am

Managing remote document reviews in eDiscovery platforms – tips from the field

Richard Wessel

President & Lead Consultant, Near Zero Discovery

10:00 am - 10:35 am

Panel: Practical insights for conducting more effective virtual meetings

Whether speaking to new clients, addressing opposing counsel or collaborating with colleagues, ensuring your virtual meeting is smoothly run is critical for achieving a positive outcome. What are some practical considerations participants need to think about prior to holding a virtual meeting? How can one determine which platform best fits their need? What are some practical tips and tactics for ensuring meetings are effectively run?

  • Choosing the right conference apps
  • Privacy and security considerations
  • Ensuring you have the right virtual skill set
  • Preparing beforehand for your audience
  • Structuring your meeting – rules of conduct
  • Common missteps to avoid


Jennifer R. Davidson

Associate, Deeth Williams Wall LLP


Brent Arnold

Partner, Gowling WLG

Jeffrey D. Lanctot

Partner, LLF Lawyers LLP

Tara Vasdani

Principle Lawyer, Remote Law Canada

10:35 am - 10:55 am

Networking & coffee break

10:55 am - 11:25 am

Transforming the legal client experience and business process of running a law firm

Automating the practice management of a law firm can be an intimidating and time-consuming experience. Taking the next steps is critical however as competitors modernize and clients increasingly demand high service levels. What types of tasks are most suitable for automation? How can one achieve greater scale and efficiency through the better use of tech tools? What are some new applications available to increase automation that can be integrated into current platforms?

  • Identify tasks and processes that are ripe for automation
  • Using simplified tools or going with complex platforms
  • In-house or outsourcing – what is the best option for your organization?
  • Real life examples of successful automation integration
  • Benefits of leveraging a digital presence on client devices
  • Value of delivering a premier experience through digital channels


Aidan Macnab

Associate Editor – Law | Content, Key Media


Toufic Adlouni

Co-founder, Managing Director, Renno & Co.

Nikhita Iyar

Head of Strategic Business, Moxtra

Paul V. Saunders

Chief Innovation Officer and Partner, Stewart McKelvey

11:25 am - 11:45 am

The Impact of a Pandemic, What the Pandemic has Taught us About Document Management

In this session, Amanda will be talking about the impact the current pandemic has made in the legal sector and how document management has helped with the transition from working in an office to working from home. She will also discuss security and privacy issues and solutions, as well as document management and cloud-based solutions. How can your organization get there and what are the benefits once you have set the plan in motion? What are some practical ideas for your team for making working from home effective?

Amanda Carson

Legal Account Executive, DOCUdavit Solutions

11:50 am - 12:05 pm

Corporate service platforms – what’s coming down the pipeline?

From filing incorporations to creating legal agreements, new corporate service platforms have increased both in sophistication and the types of legal services they can offer. These changes will automate many traditional legal functions and place a greater premium on value added legal services for clients. What types of legal functions do these new platforms offer and how can lawyers incorporate their capabilities to better service clients in the future?

  • How can corporate platforms be integrated into your practice?
  • Examine current corporate platforms and what services they offer
  • Friend or foe – are they a competitor for legal service providers?

Addison Cameron-Huff

Barrister & Solicitor

12:10 pm - 12:55 pm

The COVID-19 Revolution: How Next-Generation Technologies are Transforming Law Firms Today

Join Helm360 and our prominent guest panelists for a fascinating round table discussion about how today’s intelligent technology can revolutionize attorneys’ ability to use and interact with complex applications and data. We’ll also discuss how lawyers at digital-ready firms understand their performance relative to their peers, collaborate efficiently with remote colleagues, and automate the parts of their job that pull time and energy away from actually practicing law.

See more


Zuzanna (Sue) Mikelsons

Sales Director, Helm360


Bim Dave

Executive Vice President, Helm360

Honorable Nelson Diaz

Ret., Senior Attorney, Dilworth Paxson LLP

Tina Elsner

Director of Client Value, Sterne, Kessler, Goldstein & Fox P.L.L.C.

Eric Lavallée

Partner, Lawyer and Trademark Agent, Manager, Lavery Legal Lab on Artificial Intelligence (L3IA)

1:00 pm - 1:30 pm

Panel: Cloud solutions for dispersed workforces: Understanding your risks and benefits

Cloud supported applications continue to grow within legal practices and in-house departments, often seen as the best solution to accommodate the needs of dispersed workforces. While the use of the cloud may provide seamless operational continuity, risks such as privacy and security still need to be considered. What are the risk and benefits as firms continue to gravitate their technology to the cloud? How does the work from home environment increase security risk and what measures can firms take to counteract this?

  • What types of operations are most suitable for the cloud?
    • What criteria should one consider when deciding whether to host or not?
  • What are the risks of cloud dependent operations with a remote or hybrid workforce?
  • Practical ways to reduce privacy and security risks of remote workforces


Maneesha Gupta

Legal Counsel TD Bank


Joshua Lenon

Lawyer in Residence, Clio

Lisa R. Lifshitz

Partner, Torkin Manes LLP

Pamela Snively

Chief Data and Trust Officer, TELUS

1:35 pm - 1:55 pm

Minute Books on the Cloud: The Modern Solution to Managing Legal Documents for Today’s Workflows

Michael McNichol

Paralegal Support Lead – Law Products, Consentia

2:00 pm - 2:35 pm

Panel discussion: Legal tech adoption – practical tactics and strategies

With busy schedules and limited timeframes to assess what works best for your organization, the buying process for new technologies for legal departments and law firms can be a very daunting and stressful task.  How can lawyers make the buying process more productive and efficient?  What are the considerations to keep in mind when looking for new technology?  How can one avoid the missteps that lead to so many purchase failures?

  • Role of AI powered tools in your legal practice
  • Criteria to consider in adoption of new tech
  • The transformation journey for your practice
  • How to move forward when a tech adoption fails


Edona Vila

Partner, Borden Ladner Gervais LLP


Jasmine Daya

Managing Principal, Jasmine Daya & Co

Fabien Fourmanoit

Vice President Legal, Xplornet Communications

Fernando Garcia

VP Legal, Cargojet

Binita Jacob

Senior Counsel and Data Privacy Officer, Siemens Healthcare Limited

2:35 pm - 2:50 pm

Networking break

2:50 pm - 3:10 pm

How email became every law firm’s worst security threat

The virtual workplace has created challenges and opportunities for law firms. 95% of all cyber-attacks on law firms target email. Remote working arrangements during the pandemic have made it easier than ever for nefarious parties to breach lawyer-lawyer and lawyer-client communications. Some basic practices, often neglected by firms’ staff, can ensure lawyer and client communications security, while enabling new efficiencies and productivity, not possible using traditional email. Court rules governing electronic serving of parties can increase lawyers’ email security, reduce staff time, cost, and effort.

Paul Engels

Director, xchangedocs

3:15 pm - 3:35 pm

Automated Contract Tools – Practical Applications to Streamline Your Process

The automation of contracts and documents can lead to substantial efficiencies, cost savings, and improve the delivery of services to clients. From simpler to more complex applications, both small and large firms and in-house departments can benefit from improved drafting, collaboration, and data information management. What are some contract automation applications that can increase productivity and efficiency? How can contract automation tools be best adopted to suit one’s budget and needs?

Aaron Baer

Partner, Renno & Co.

Monica Goyal

Lawyer and Director of Legal Innovation, Caravel Law

3:40 pm - 4:00 pm

Closing presentation: Mindfulness and stress management – how to humanize your remote lifestyle

The increased use of technology during these unprecedented times has enabled the work from home environment to flourish and provided lawyers the opportunity to attain more flexible work schedules. Yet having increased access to technologies from anywhere, 24/7, can blur traditional boundaries between personal and professional life, impacting one’s quality of life. What are some practical ways lawyers can better manage the divide between work loads and personal time? How might technology play a role?

Christina Porretta

General Counsel, BDO Canada LLP

Lisa Stam

Lawyer and Founder, SpringLaw

4:00 pm

Summit closing remarks

Copyright © 2021 - Key Media Pty Ltd. - All rights reserved