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1 | Page The CBA Procrastinators Event Practice Management & Ethics Programming 1 | File Management from A to Z Your file management system sets the tone for the management of your client matters. In this informative session, our knowledgeable presenters will review the essential features every file management system must have to ensure that costly mistakes are avoided. Best practices to avoid conflicts and to preserve confidentiality will be discussed and the value of “going paperless” will be debated. Speakers: Jocelyn Frazer, Law Society of Alberta | James Korpan, McDougall Gauley LLP 2 | Evaluating Your Ethical Practices: Get it Right Before it Goes Left Prevent problems before they occur. Provide the good service your clients deserve, and avoid costly complaints and discipline proceedings. The CBA Ethics and Professional Responsibility Committee presents the Ethical Practices Self- Evaluation Tool, designed to help you and your firm assess the adequacy of the structures, policies and procedures that you have in place to ensure that you fulfill your ethical duties. Top areas of client complaints and malpractice proceedings will be discussed, along with practical suggestions about potential measures to promote ethical best practices. The Tool was consciously designed to be manageable and flexible across practice contexts; therefore this webinar is for firms of all types and sizes and certainly not to be missed. Speakers: Lisa Fong, Ng Ariss Fong | Amy Salyzyn, Yale Law School 3 | Managing Your Client's Expectations Managing your client relationship is arguably the most important part of a lawyer’s practice. As one of the areas where lawyers most often get into trouble, you can’t afford to miss this critical session. From interviewing to knowing when to say no, and communicating to dealing with a breakdown in the relationship, our experienced presenters will cover everything you need to know to ensure seamless relationships with your clients. Speakers: Caterina Galati, Law Society of Upper Canada | Ed Gallagher, Patriot Law Group

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Page 1: The CBA Procrastinators Event CBA Procrastinators Event Practice Management & Ethics Programming 1 | File Management from A to Z ... What about other social media tools? How should

1 | P a g e

The CBA Procrastinators Event

Practice Management & Ethics Programming

1 | File Management from A to Z

Your file management system sets the tone for the management of your client matters. In this informative session, our

knowledgeable presenters will review the essential features every file management system must have to ensure that

costly mistakes are avoided. Best practices to avoid conflicts and to preserve confidentiality will be discussed and the

value of “going paperless” will be debated.

Speakers: Jocelyn Frazer, Law Society of Alberta | James Korpan, McDougall Gauley LLP

2 | Evaluating Your Ethical Practices: Get it Right Before it Goes Left

Prevent problems before they occur. Provide the good service your clients deserve, and avoid costly complaints and

discipline proceedings. The CBA Ethics and Professional Responsibility Committee presents the Ethical Practices Self-

Evaluation Tool, designed to help you and your firm assess the adequacy of the structures, policies and procedures

that you have in place to ensure that you fulfill your ethical duties.

Top areas of client complaints and malpractice proceedings will be discussed, along with practical suggestions about

potential measures to promote ethical best practices. The Tool was consciously designed to be manageable and

flexible across practice contexts; therefore this webinar is for firms of all types and sizes and certainly not to be

missed.

Speakers: Lisa Fong, Ng Ariss Fong | Amy Salyzyn, Yale Law School

3 | Managing Your Client's Expectations

Managing your client relationship is arguably the most important part of a lawyer’s practice. As one of the areas

where lawyers most often get into trouble, you can’t afford to miss this critical session. From interviewing to knowing

when to say no, and communicating to dealing with a breakdown in the relationship, our experienced presenters will

cover everything you need to know to ensure seamless relationships with your clients.

Speakers: Caterina Galati, Law Society of Upper Canada | Ed Gallagher, Patriot Law Group

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4 | Procrastination: How to Nip Last -Minute-itis in the Bud

Lawyers have many opportunities to procrastinate in their practice. While "putting things off" may serve an immediate purpose, the long-term effects of procrastination can have a disastrous impact on a lawyer's practice, reputation, relationship with clients and colleagues, financial situation and overall health.

This very important session will provide lawyers with practical solutions and effective time and staff management techniques to nip "last-minute-itis" in the bud once and for all.

Speakers: Ann Gomez, Clear Concept Inc. | Laura Williams, Williams HR Law Professional Corporation

5 | Resistance, Acceptance, and Great Big Sticks: A Lawyers Guide to Coping with

Adversity in the Workplace

Join us as our expert speaker presents a series of strategies that lawyers can use to deal with adversity in the workplace. Learn how to stop negative thinking, build self-confidence, and accept uncontrollable circumstances. Through a series of humorous anecdotes and exercises, our speaker will demonstrate how workplace challenges, setbacks, and adversity impact our mood, confidence and quality of life. You will leave this session with the skills you need to manage a challenging and complex career while maintaining a positive frame of mind. Speaker: Ryan Hamilton, Assistant Professor, University of New Brunswick

6 | Risk Management for Business Lawyers

In today's fast-paced commercial world, risk management is a crucial issue for corporate lawyers. Risks associated with technology, client communications and conflicts of interest are ever-evolving and the pressure to provide immediate answers to clients is increasing. Our experienced speakers will guide you through the best practices for managing those risks and provide you with practical advice to avoid falling victim to the most prevalent corporate malpractice errors. Speakers: Claire E. Milton, Q.C., BOYNECLARKE | K. Eleanor Wiebe, Q.C., Fillmore Riley

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7 | Risk Management for Litigators

Gain a better understanding of the current risks facing litigators and best practices for managing those risks. Our speakers will provide you with the guidance and practice tips you need to protect yourself from liability and improve the quality of your client service in the process. Learn what you need to know to ensure a claims-free practice. Speakers: Andrew Borrell, Fasken Martineau | Mahmud Jamal, Osler, Hoskin & Harcourt

8 | Running Your Practice

Learn how to properly run your practice in this informative financial management session. Our expert speakers will cover essential financial concepts critical to keeping your practice afloat. You will walk away from this session with the practical tools you need to accurately assess your firm’s financial performance. Speakers: Frank C. DeAngelis, Q.C., Main Street Law Offices | Patrick Cassidy, Q.C., Cassidy Nearing Berryman

9 | Understanding McKercher: Staying on the Right Side of the Bright Line

The Supreme Court of Canada recently considered the bright line rule for preventing conflicts of interest and elaborated on the obligations of commitment and candour when dealing with conflicts issues and when removal of counsel is justified. Malcolm Mercer, counsel to the CBA on the case, and Professor Brent Cotter, an advisor to the Federation of Law Societies of Canada, will explain the practical implications of the McKercher ruling and how to apply its tenets in your day-to-day practice. Speakers: Malcolm Mercer, McCarthy Tétrault LLP | Brent Cotter, University of Saskatchewan

10 | What You Need to Know: A Primer on the FLSC Model Code of Professional Conduct

The Federation of Law Societies of Canada has approved a Model Code of Professional Conduct which has already been adopted by some law societies. As others are expected to follow suit and rules of conduct are likely to become harmonized across Canada, it is important for lawyers to understand the impact of this development on the way they practise, especially with regard to addressing conflicts of interest.

Speakers: Gavin Hume, Q.C., Harris & Company LLP | Malcolm Mercer, McCarthy Tétrault LLP

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11 | Cloud Nine? Protecting Your Data on the Cloud

Gain a better understanding of security and privacy issues related to cloud computing in this informative session. Our expert speakers will guide you through best practices in using the cloud to ensure that you meet your professional obligations and keep your client information safe. Join us and learn how to take full advantage of everything the cloud can offer while properly managing the risks.

Speakers: Kevvie Fowler, KPMG Canada | François Senécal, KPMG Canada

12 | Leveraging Social Media in Your Practice Should you make Facebook or Twitter a part of your practice? What about other social media tools? How should you incorporate social medial in your day-to-day activities in order to derive a true benefit for your practice? Our knowledgeable speakers will answer all these questions and more! Join us for a fascinating discussion on social media and the practice of law. Speakers: Omar Ha-Redeye, Fleet Street Law | Lisa Stam, KoldorfStam

13 | Mobile Apps for Lawyers

Learn what every lawyer needs to know and make the most of your mobile devices with this interesting and informative session. Improve your efficiency, get organized, and tap into your legal resources from anywhere you go. Our engaging speakers will introduce you to a wealth of must have applications that will help you transform your mobile devices into a virtual office in minutes. Speakers: April Brousseau, Stikeman Elliott LLP | Heather Ritchie, Hicks Morley LLP (CBA Partner Firm) | Sarah Stephens, McMillan LLP