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Korn Ferry Professional Development Assessment & Foundational Training in Korn Ferry Competencies

Facilitated by: Cleo Kirkland & Kendra Marion, MASc. ACC, Korn Ferry

Competencies
Aligns Execution: Planning and prioritizing work to meet commitments aligned with organizational goals.
Collaborates: Building partnerships and working collaboratively with others to meet shared objectives.
Cultivates Innovation: Creating new and better ways for the organization to be successful.
Develops Talent: Developing people to meet both their career goals and the organization’s goals.
Directs Work: Providing direction, delegating, and removing obstacles to get work done.
Drives Results: Constantly achieving results, even under tough circumstances.
Engages and Inspires: Creating a climate where people are motivated to do their best to help the organization achieve its objectives.
Global Perspectives: Taking a broad view when approaching issues, using a global lens.
Instills Trust: Gaining the confidence and trust of others through honesty, integrity, and authenticity.
Managing Ambiguity: Operating effectively, even when things are not certain or the way forward is unclear.
Situational Adaptability: Adapting approach and demeanour in real time to match the shifting demands of different situations.
Strategic Vision: Seeing ahead to future possibilities and translating then into breakthroug
h strategies.

YOUR FACILITATORS

Cleo Kirkland is the Managing Partner of Korn Ferry's Toronto and Montreal offices and is a key member of the Firm's Financial Services Practice.

Cleo has led hundreds of general counsel, chief compliance officer, corporate secretary, chief risk officer and other senior in-house legal, compliance, risk and executive searches. Much of her time is spent advising leading Canadian and International law firms on succession planning, expansion and targeted lateral partner recruitment. She is also actively involved in broader firm-building activities, including serving on the North American Promotions Committee, acting as a faculty for new partner training and leading development sessions for consultants across lines of business. She also sits on the Participant Approval Committee for the Catalyst Women On Board Program.

Cleo is a lawyer and before starting her career in search, she practiced commercial litigation. She holds a bachelor of arts in philosophy and music (with First Class Honours) from Queen's University and both civil and common law degrees (with Distinction) from McGill University. She was admitted to the Ontario Bar in 2004.

Kendra Marion  co-leads Korn Ferry's North American Search Assessment practice. In this role she assesses executives and consults with clients to identify the most qualified candidates for the key roles that drive the success of their organizations. In addition to selection, she leverages her psychology and assessment expertise to coach executives offering insight and feedback and helping them to accelerate into new positions.

Kendra is a specialist in understanding the way talent management supports organizations. She has diverse career experience, working in the public sector as well as the private resource sector in talent management and leadership development. Prior to joining Korn Ferry, she worked for a mining organization where she created and managed leadership development initiatives globally. With over 17 years' experience in talent management, executive assessment and career placement, Kendra approaches assessment and coaching with a strong sense of the skills required for leaders to succeed. 

Kendra holds a Master of Applied Science degree in Industrial/Organizational psychology from the University of Waterloo and an Honours B.A. in Psychology from Wilfrid Laurier University. She is also an ICF credentialed coach. She is fluent in English and Portuguese, and has lived in countries on three continents.


THOUGHT + RESULTS + Competencies

Facilitated by: Cleo Kirkland & Kendra Marion, Korn Ferry

Competencies
Aligns Execution: Planning and prioritizing work to meet commitments aligned with organizational goals.
Directs Work: Providing direction, delegating, and removing obstacles to get work done.
Drives Results: Constantly achieving results, even under tough circumstances.
Cultivates Innovation: Creating new and better ways for the organization to be successful.
Global Perspectives: Taking a broad view when approaching issues, using a global lens.
Strategic Vision: Seeing ahead to future possibilities and translating then into breakthrough strategies.

YOUR FACILITATORS

Cleo Kirkland is the Managing Partner of Korn Ferry's Toronto and Montreal offices and is a key member of the Firm's Financial Services Practice.

Cleo has led hundreds of general counsel, chief compliance officer, corporate secretary, chief risk officer and other senior in-house legal, compliance, risk and executive searches. Much of her time is spent advising leading Canadian and International law firms on succession planning, expansion and targeted lateral partner recruitment. She is also actively involved in broader firm-building activities, including serving on the North American Promotions Committee, acting as a faculty for new partner training and leading development sessions for consultants across lines of business. She also sits on the Participant Approval Committee for the Catalyst Women On Board Program.

Cleo is a lawyer and before starting her career in search, she practiced commercial litigation. She holds a bachelor of arts in philosophy and music (with First Class Honours) from Queen's University and both civil and common law degrees (with Distinction) from McGill University. She was admitted to the Ontario Bar in 2004.

Kendra Marion  co-leads Korn Ferry's North American Search Assessment practice. In this role she assesses executives and consults with clients to identify the most qualified candidates for the key roles that drive the success of their organizations. In addition to selection, she leverages her psychology and assessment expertise to coach executives offering insight and feedback and helping them to accelerate into new positions.

Kendra is a specialist in understanding the way talent management supports organizations. She has diverse career experience, working in the public sector as well as the private resource sector in talent management and leadership development. Prior to joining Korn Ferry, she worked for a mining organization where she created and managed leadership development initiatives globally. With over 17 years' experience in talent management, executive assessment and career placement, Kendra approaches assessment and coaching with a strong sense of the skills required for leaders to succeed. 


Being the Change: Trailblazing Women Legal Leaders

Facilitated by: Christine Holmes, LL.B, J.D., LawyersInHouse.com

Leadership is a verb, not a noun; it is an action, not a person. Leadership is an ability, a power; it is not a title or a promotion. This course will focus on several of the key competencies (as noted below) needed for Women General Counsel to further their evolution and confidently own their leadership tools. Through the lens of inclusion and innovation, we will discuss the challenges women have faced in law, achievements to date, and where work remains to be done. Specifically, we will focus on:

  • Imposter Syndrome – walking through our self-doubt
  • Sharing Our Stories – seeing how far we have come, individually & collectively
  • Managing Challenges & Obstacles – tips to build courage, evolve skills
  • Myth Busters – a balanced life, pay equity, no more glass ceiling
  • Where are we today – is it where we need to be?

This module will ignite the discussion of where we have been, where we are going, and the skills we need to continue to transform ourselves as leaders in organizations as well as leaders in our profession.

Competencies
Collaborates: Building partnerships and working collaboratively with others to meet shared objectives.
Innovation:
Creating new and better ways for the organization to be successful.
Engages and Inspires: Creating a climate where people are motivated to do their best to help the organization achieve its objectives.
Strategic Vision: Seeing ahead to future possibilities and translating then into breakthrough strategies.

YOUR FACILITATOR

Christine Holmes is the CEO and Founder of LawyersInHouse.com (“LIHDC”), a full-service, virtual law firm comprised of former in-house counsel. Having served as in-house counsel to national and global companies, LIHDC speaks the language of business and understands the critical factors that keep General Counsel up at night. Delivering astute, business-minded solutions that exist in an operational context, not a legal vacuum, LIHDC’s approach transforms legal services from a cost centre to a value centre. Christine founded LawyersInHouse.com to be the change she wanted to see in the legal world, a rethinking of the way law firms are structured and how lawyers work. LIHDC defines success, not by address, office size or billable hours, but as the ability to assist in-house departments in achieving their goals. LIHDC is committed to increasing diversity and inclusion in the legal industry by creating an alternative way for lawyers to practice law and by providing accessible legal services to traditionally under-serviced members of the community. Prior to founding LIHDC, Christine held in-house positions at Cineplex Entertainment and PepsiCo.

PANELISTS

The Honourable Suzanne Duncan was appointed to the Supreme Court of Yukon in 2018. Prior to her appointment, Chief Justice Duncan was the in-house legal counsel for the Kwanlin Dün First Nation government.

Previously, she worked for the Department of Justice in Toronto in 2001, before transferring to Whitehorse in 2006. Throughout her time in practice in Yukon, Chief Justice Duncan gained extensive litigation experience before Yukon courts, with a focus on Aboriginal law and Crown liability. From 1993 to 2000, she was an associate and then partner with McCarthy Tétrault in Toronto. During this time, she handled a range of labour law and civil litigation matters, and also developed an immigration practice, including representing refugee claimants on a pro bono basis.

Chief Justice Duncan has served on the Executive of the Law Society of Yukon, as First Vice-President and Chair of Discipline. She has been a member and Chair of the Board of Directors of the Yukon Legal Services Society, working to improve access to justice for people with low and modest incomes in Yukon. In 2018, she was appointed Chair of the Yukon Employment Standards Board, which hears appeals and provides recommendations on the minimum wage amount in Yukon. Chief Justice Duncan previously served on the board of the Homes First Society, an agency in Toronto that provides stable shelter and support to individuals who are among the hardest to house. She is also a co-author of the book The Law of Privilege in Canada. She received a Bachelor of Arts from Queen’s University in 1982 and a Bachelor of Laws in 1985, as well as a Master of Laws from Osgoode Hall Law School in 2000. Chief Justice Duncan was called to the Yukon Bar in 2004.

Cleo Kirkland is the Managing Partner of Korn Ferry's Toronto and Montreal offices and is a key member of the Firm's Financial Services Practice. Cleo has led hundreds of general counsel, chief compliance officer, corporate secretary, chief risk officer and other senior in-house legal, compliance, risk and executive searches. Much of her time is spent advising leading Canadian and International law firms on succession planning, expansion and targeted lateral partner recruitment. She is also actively involved in broader firm-building activities, including serving on the North American Promotions Committee, acting as a faculty for new partner training and leading development sessions for consultants across lines of business. She also sits on the Participant Approval Committee for the Catalyst Women On Board Program.

Cleo is a lawyer and before starting her career in search, she practiced commercial litigation. She holds a bachelor of arts in philosophy and music (with First Class Honours) from Queen's University and both civil and common law degrees (with Distinction) from McGill University. She was admitted to the Ontario Bar in 2004.




Design Thinking for GCs - Using Design Thinking to Solve Business Problems and Drive Innovation

Facilitated by: Team Innovation, Osler

Designed for in-house counsel, this session will provide an introduction to design thinking methodology and how to use it as a process for creative thinking and problem solving. You will learn how a human centered approach to solving business problems using the principles of design thinking including empathy, problem definition, ideation, prototyping and iteration.

Competencies
Aligns Execution: Planning and prioritizing work to meet commitments aligned with organizational goals.
Cultivates Innovation: Creating new and better ways for the organization to be successful.
Drives Results: Constantly achieving results, even under tough circumstances.



GC AS ENTREPRENEUR

Facilitated by: Gary Kalaci, CEO, Alexa Translations

GCs are no longer just providing legal solutions, but are expected to contribute to the business with broader advice and strategies that help advance the goals of their organizations. This means that GCs have to think more like entrepreneurs and business leaders. In this session, we will discuss the following topics:

  • How to be more entrepreneurial with your respective legal teams and how to integrate their focus the legal team's focus on advancing the vision of the business;
  • How to promote a culture of innovation, including how to select and introduce new technologies, prepare for their adoption, and ensure effective implementation;
  • Best practices when managing global and multicultural legal teams, and how those teams can be an asset to the business.

Competencies
Cultivates Innovation: Creating new and better ways for the organization to be successful.
Global Perspectives: Taking a broad view when approaching issues, using a global lens.

Your Facilitator

Gary Kalaci is the CEO and founder of Alexa Translations, an international translations’ company, as well as Alexa Translations AI, an artificial intelligence machine translation company. With more than 20 years of experience as an entrepreneur, Gary has consulted, managed translations, and cultural consulting projects for a variety of clients including major international law firms, financial institutions, government organizations and Fortune 500 companies.

Gary is an Ontario lawyer, and has taught “Dynamics of Business Negotiations” as a sessional professor for MBA students at the University of Windsor. As the recipient of the Toronto Board of Trade Business Excellence Award, the Windsor-Essex Chamber of Commerce's Rising Star Award, the Thérèse Casgrain Volunteer Award and the University of Windsor’s Alumni Association Odyssey Award, his work as an entrepreneurial leader and as an active professional in the community has been recognized by a variety of organizations. He currently sits on the Board of Directors of Junior Achievement Americas, and is the founder and chair of Golden Future - South Africa. He is the former President of Eastern Canada for the Legal Marketing Association and previously sat on the board of Junior Achievement Canada, the the University of Windsor, United Way, the AIDS Committee, as well as the section executive of the Canadian Corporate Counsel Association.

Gary has a Bachelor of Science and a combined JD and MBA degree from the University of Windsor.


Getting Back to the Middle

Facilitated by Peter Carayiannis, Conduit Law Prof. Corp.

This session will analyze the regular struggle for in-house counsel to prioritize work, differentiating between the regular work that is core to the business, and key to the success of the company, and the outlier work that, while still important, is does not recur within the business and is not critical to the ongoing success of the business.

There will be in-depth discussion on:

  • Work prioritization
  • Time management
  • The Intra-preneur (or GC’s working with an entrepreneur’s mindset)
  • Outsourcing, including major considerations in outsourcing work, the nature of work to be sent to external providers and a brief discussion on fee arrangements

The session will canvas best practices around the assignment of delegation of work (internally and externally), together with a discussion of potential approaches to legal automation. Finally, with respect to work delegated to external service providers, we will discuss the value of KPI’s and high frequency reporting.

Competencies
Cultivates Innovation: Creating new and better ways for the organization to be successful.
Directs Work: Providing direction, delegating, and removing obstacles to get work done.

Your Facilitator

Peter Carayiannis is the president of Conduit Law, a leading alternative model law firm. After practicing law for several years at one of Canada’s largest national law firms as a corporate lawyer, Peter set out to build a new model of law firm focused on finding more efficient and effective ways of working with his clients and to deliver quality legal services to Canadian businesses. It was this experience of delivering on-site and on-demand legal services that would lead to the founding of Conduit Law. He has also worked closely with the LegalTech community in Canada and is a frequent speaker on entrepreneurship and innovation, especially as it applies to the practice and business of law. He has spoken at numerous conferences and events in the US, Canada and Europe.

Peter attended Osgoode Hall Law School, Toronto, Ontario, 1997; Michigan State University, Juris Doctor, Cum Laude, 1996; University of Toronto, BA (Honours), 1992, and is currently an active member of both The Law Society of Upper Canada, (admitted 1999); and the State Bar of Michigan, (admitted 1996).


PEOPLE + SELF + Competencies

Facilitated by: Cleo Kirkland & Kendra Marion, Korn Ferry

Competencies
Collaborates: Building partnerships and working collaboratively with others to meet shared objectives.
Develops Talent: Developing people to meet both their career goals and the organization’s goals.
Engages and Inspires: Creating a climate where people are motivated to do their best to help the organization achieve its objectives.
Instills Trust: Gaining the confidence and trust of others through honesty, integrity, and authenticity.
Managing Ambiguity: Operating effectively, even when things are not certain or the way forward is unclear.
Situational Adaptability: Adapting approach and demeanour in real time to match the shifting demands of different situations.

YOUR FACILITATORS

Cleo Kirkland is the Managing Partner of Korn Ferry's Toronto and Montreal offices and is a key member of the Firm's Financial Services Practice.

Cleo has led hundreds of general counsel, chief compliance officer, corporate secretary, chief risk officer and other senior in-house legal, compliance, risk and executive searches. Much of her time is spent advising leading Canadian and International law firms on succession planning, expansion and targeted lateral partner recruitment. She is also actively involved in broader firm-building activities, including serving on the North American Promotions Committee, acting as a faculty for new partner training and leading development sessions for consultants across lines of business. She also sits on the Participant Approval Committee for the Catalyst Women On Board Program.

Cleo is a lawyer and before starting her career in search, she practiced commercial litigation. She holds a bachelor of arts in philosophy and music (with First Class Honours) from Queen's University and both civil and common law degrees (with Distinction) from McGill University. She was admitted to the Ontario Bar in 2004.

Kendra Marion  co-leads Korn Ferry's North American Search Assessment practice. In this role she assesses executives and consults with clients to identify the most qualified candidates for the key roles that drive the success of their organizations. In addition to selection, she leverages her psychology and assessment expertise to coach executives offering insight and feedback and helping them to accelerate into new positions.

Kendra is a specialist in understanding the way talent management supports organizations. She has diverse career experience, working in the public sector as well as the private resource sector in talent management and leadership development. Prior to joining Korn Ferry, she worked for a mining organization where she created and managed leadership development initiatives globally. With over 17 years' experience in talent management, executive assessment and career placement, Kendra approaches assessment and coaching with a strong sense of the skills required for leaders to succeed. 

Kendra holds a Master of Applied Science degree in Industrial/Organizational psychology from the University of Waterloo and an Honours B.A. in Psychology from Wilfrid Laurier University. She is also an ICF credentialed coach. She is fluent in English and Portuguese, and has lived in countries on three continents.


Global Mindset: Approaches to Working, Leading and Managing Globally

Facilitated by: Keya Dasgupta, Head of Learning & Development, Norton Rose Fulbright

During this discussion you will hear from our panel about how they developed their global network both internally and externally to their organizations. They will share experiences and stories of why this has been an advantage to their work and careers and pitfalls they faced as they navigated global complexities and cultural competence. Learn from each other and the panel in break-outs about sponsorship and mentorship and what to bear in mind when leading and managing global remote or hybrid teams.

Competencies
Develops Talent: Developing people to meet both their career goals and the organization’s goals.
Engages and Inspires: Creating a climate where people are motivated to do their best to help the organization achieve its objectives.
Global Perspectives: Taking a broad view when approaching issues, using a global lens.
Instills Trust: Gaining the confidence and trust of others through honesty, integrity, and authenticity.
Strategic Vision: Seeing ahead to future possibilities and translating then into breakthrough strategies.

YOUR FACILITATOR

Keya Dasgupta, Head of Learning & Development, Norton Rose Fulbright. As head of learning and development in Canada, Keya leads a national team of in-house trainers in both professional skills and technology learning. Keya sets and executes our continuing professional development strategy for legal and business services talent. She has over a decade of experience designing and delivering professional skills programs, providing executive coaching on management, leadership and communication skills, and speaking at legal and professional development industry conferences.

Prior to joining us, Keya practised as a civil litigator, both in intellectual property and general commercial litigation. She has appeared before the Federal Court of Canada in complex patent litigation matters and before the Ontario Superior Court in commercial litigation disputes. Her years of practice have given her insight into the learning and development needs of people in the professional services sector.

PANELISTS

Terra Rebick, Deputy General Counsel, Thomson Reuters. With over 20 years of experience as a corporate commercial lawyer, Terra is an execution-driven, customer-focused leader with strong business acumen and management skills. Terra's strengths lie in influencing stakeholders, empowering teams, building trust and delivering on change and innovation agendas. Terra is a growth-minded, agile leader, with a customer-first, problem solving mindset. Terra has provided legal advice to a broad range of clients both in-house and at two of Canada's top law firms.

Emily Wesson, Associate Director, Legal Project Management, Norton Rose Fulbright. Emily leads the Canadian legal project management (LPM) function. This national team provides project management services and support to the firm and its clients. She is responsible for ensuring the firm's legal service delivery model aligns with the changing expectations of our clients by providing a structured approach to planning, pricing and managing legal work. The LPM team actively oversees several global client portfolios. She helps the firm manage client relationships through up-front planning and transparent reporting.

Alison Babbitt, Partner, Norton Rose Fulbright. 


DiSC Assessment: What is Your Leadership Style?

DiSC is a behavioural profile assessment - one of the most commonly used tools in leadership training around the world. It is both a self-awareness tool, and a framework for working effectively with different behavioural styles. As a leader, you must collaborate with others to get work done. Being able to recognize when & how to flex your preferred approach can help you communicate and persuade across differences, and build stronger teams. All participants will have an opportunity to complete a 10 minute online assessment and will receive a personalized report before the program.

Competencies
Develops Talent: Developing people to meet both their career goals and the organization’s goals.
Engages and Inspires: Creating a climate where people are motivated to do their best to help the organization achieve its objectives.
Instills Trust: Gaining the confidence and trust of others through honesty, integrity, and authenticity.



The Art of Feedback

What should the feedback culture be like in your organization? As a leader, you play an essential role in setting the tone for how feedback is used and perceived. While it often gets a bad rap, feedback comes in a variety of forms: praise so good work is celebrated, developmental feedback to grow skills in your team, and the more challenging course corrections to redirect behaviours before they turn into bigger issues. While even the simplest constructive feedback can have unpredictable results, there are strategies that can help you address work results comfortably and quickly – with your staff and peers alike. Done well, feedback builds performance without sacrificing relationships.

Competencies
Develops Talent: Developing people to meet both their career goals and the organization’s goals.
Instills Trust: Gaining the confidence and trust of others through honesty, integrity, and authenticity.


Strategic Vision

Facilitated by: Simon Fish, EVP, BMO Financial Group, and Dale Ponder, Vice Chair, Osler Hoskin & Harcourt LLP

Strategic Vision is the ability to see ahead to future possibilities and translating them into breakthrough strategies. Being strategic involves looking, planning, and moving into the future with clear intentions and purposeful actions. You need to consistently ask where you are going and how you will get there."

In this session, Simon and Dale will they discuss their extensive experiences leading each of their prestigious teams.

Competencies
Aligns Execution: Planning and prioritizing work to meet commitments aligned with organizational goals.
Directs Work: Providing direction, delegating, and removing obstacles to get work done.
Drives Results: Constantly achieving results, even under tough circumstances.
Cultivates Innovation: Creating new and better ways for the organization to be successful.
Global Perspectives: Taking a broad view when approaching issues, using a global lens.
Strategic Vision: Seeing ahead to future possibilities and translating then into breakthrough strategies.

YOUR FACILITATORS

Simon Fish is special Advisor to the CEOC E O, BMOB M O Financial Group, as such he is responsible for advising on the development and application of the bank’s sustainability strategy, approaches to climate change and related financial risk, environmental and social risk management, and impact measurement and reporting.

BMOB M O’s former General Counsel, Simon is a seasoned executive with 30 years of international experience at leading global companies BMOB M O, Vale and Royal Dutch Shell. Earlier in his career, Simon practiced law at Dechert, an international law firm. He has a track record of providing valuable counsel and managing complex legal and regulatory environments, reputational risk and multi-jurisdictional compliance issues in financial services, mining and energy. Among his specialties are corporate governance, mergers and acquisitions, securities, transaction structuring and ESGE S G.

Simon is a director of SSRS S R Mining Inc. (TSXT S X: SSRMS S R M), where he chairs the Nominating & Governance Committee and serves on the Compensation & Leadership Development Committee. He also serves on the board of Alexa Translations, a leading translation service provider to the Canadian legal, securities, financial and government sectors. Simon is a director of the Environmental Law & Policy Centre and Queen’s University’s Institute for Sustainable Finance. He is a former director of the Canadian Centre for Ethics and Corporate Policy.

Simon has earned a number of distinctions, including Canada’s General Counsel of the Year, was named one of Canada’s Top 25 Most Influential Lawyers, and is included among the Legal 500’s GCG C PowerList. He has been recognized as a Catalyst Canada Honours Champion for his work in advancing the role of women in the workplace.


Dale Ponder is Co-Chair (and immediate past CEO), Osler LLP, and serves on the Firm’s Partnership Board. She is the immediate past National Managing Partner and Chief Executive partner for the Firm, a position she held for nine years. As a senior member of the Firm’s Mergers and Acquisitions practice, she has had extensive experience throughout her career leading transactions relating to public and private merger and acquisition matters and advising boards of public companies.

Dale’s practice background has focused on M&A, securities regulation and corporate governance. She has represented Canadian market leaders in various industry sectors with cross-border and international business interests, including the financial services, mining, consumer and pension plan sectors. In the course of her practice, she has been recognized as a leading corporate and M&A lawyer by various peer ranking publications, including Chambers Global: The World’s Leading Lawyers for Business, the Lexpert/American Lawyer Guide to the Leading 500 Lawyers in Canada, Lexpert’s Leading Corporate Lawyers and Best Lawyers in Canada.

Dale is a member of the boards of Morneau Shepell, Choice Properties REIT, Holland Bloorview Kids Rehabilitation Hospital, the Governors’ Council of St. Michael’s Hospital Foundation and the Caldwell Partners Top 40 Under 40 Advisory Board. She is also Chair of the Canadian Business Growth Fund. She is also a lecturer at Western Law School, teaching an advanced M&A Course.


Building and Leading a Strong Culture

This is an extraordinary time in history, where organizations are challenged more than ever to recruit and develop strong individuals who will make up their executive team and help to advance their short and long-term strategic plans. Capable, ethical leaders are needed who can develop high-functioning teams and help to protect their organizations from risk, including risks related to integrity, people and culture.

This interactive session will support the competencies related to developing talent, instilling trust, and building engagement through systems, processes and values. We will touch on:

  • The role of the General Counsel when protecting culture, working through challenges and mitigating risk;
  • Building strong, collaborative teams;
  • Best practices for codes of conduct, whistleblower policies and ethics programs, including workplace investigations.

Competencies
Engages and Inspires: Creating a climate where people are motivated to do their best to help the organization achieve its objectives.
Global Perspectives: Taking a broad view when approaching issues, using a global lens.
Instills Trust: Gaining the confidence and trust of others through honesty, integrity, and authenticity.
Managing Ambiguity: Operating effectively, even when things are not certain or the way forward is unclear.

YOUR FACILITATOR

Jamie Pytel has been a practicing lawyer since 1993 and co-founded Kingsgate Legal in January 2017. Kingsgate is medium-sized, “alternative” firm, made up of quality lawyers who advise on all types of corporate and litigation matters. Jamie’s focus is providing outside general counsel advice, with particular attention to workplace investigations, culture and governance. She has personally conducted more than 130 investigations and balances a very busy investigation and consulting practice. She and her colleagues also conduct in-depth workplace culture assessments and train internal investigators on best practices for workplace investigations. She is seen as one of the premier workplace investigators and advisors on codes of conduct and ethics programs in Canada. She works for private industry, public organizations, including Provincial and Federally regulated organizations.

In 2018, she was appointed as the first Integrity Commissioner for the City of Edmonton. This involves investigating Council Code of Conduct complaints made against Members of City Council, plus advising on Code content and process. Separately, she investigates elected officials in other jurisdictions and advises on issues related to these types of Codes and investigations.


Addressing Ambiguity in Responding to Risk Through Internal Investigations

Panel: GC (TBD), Shane D’Souza, Andrew Matheson, Julie-Martine Loranger, Christine Wadsworth, Shana Wolch, Susan Wortzman, McCarthy Tétrault

Business organizations are confronted by an increasing array of legal and reputational risks. Challenges for general counsel have multiplied and become more nuanced. There are no simple rules for detecting, preventing, investigating or remediating wrongdoing, or improving culture.

What principles and best practices should general counsel apply in response to so much ambiguity? Internal investigations often play a key role. However, there is no ‘one size fits all’ for internal investigations. The scope, independence, and timeliness warranted in respect of an internal investigation must be tailored to the circumstances.

In this hour and a half session, expert investigations counsel and experienced general counsel will offer insights on key and emerging risks, and how to address them.

  • The first half will focus on the essential principles to follow in identifying and triaging risks, and in initiating and pursuing internal investigations. Emphasis will be placed on increasing exposure areas, new regulatory expectations, and cutting edge techniques.
  • The second half will focus on breakouts, in which different types of investigations and remediation will be examined. The overriding theme will be the importance of fitting an investigation and remediation to the nature of the problem presented. Appropriate investigative approaches are as varied as the problems they respond to. What may be right in response to a significant legal risk already identified by a regulator is likely very different than what is right to assess systemic discrimination in the workplace, for example.

Competencies
Managing Ambiguity: Operating effectively, even when things are not certain or the way forward is unclear.
Situational Adaptability: Adapting approach and demeanour in real time to match the shifting demands of different situations.

PANELISTS

Shane D'Souza is a partner in the Litigation Group of McCarthy Tetrault LLP. His commercial litigation practice focuses on securities litigation, proxy litigation, shareholder disputes, M&A litigation, insider trading, and broker/dealer liability. Shane assists clients with their most complex and sensitive problems by conducting internal investigations into potential violations of securities law, anti-corruption and bribery legislation, fraud and regulatory breaches, and conduct/HR issues.

Shane was an adjunct professor of Advanced Securities and a member of the teaching team for the Lawyer As Negotiator course at Osgoode Hall Law School. He has spoken at The Directors College, Osgoode Professional Development, The Advocates’ Society, The Law Society of Ontario and the Association of Corporate Counsel (Canada) on topics relating to corporate governance, shareholder disputes and securities litigation.

Andrew Matheson is the Head of McCarthy Tetrault’s National White Collar and Investigations Group. He specializes in complex and cross-border investigations, regulatory and criminal defence, and professional discipline matters.

His diverse experience includes practicing with a multinational firm in New York City. He is recognized by Chambers Canada a leading lawyer in White Collar Crime and Government Investigations and by Benchmark as a Litigation Star: White Collar Crime. He teaches Advanced Criminal Law: Financial Crime in University of Toronto Law School’s masters of law program.

Julie-Martine Loranger is a partner in the firm’s Litigation Group in Montréal. Drawing on more than 30 years of experience, her practice focuses on class actions related to contractual and extra-contractual matters, product liability, tort, consumer protection and securities.  She has counseled and represented financial institutions, and their subsidiaries, manufacturers, distributors and vendors in complex assignments and high-profile class actions, responding to specific needs and concerns by providing clients with practical legal and risk management advice, based on their business and reputational priorities.

Julie-Martine is also recognized by her peers as a legal expert and skilled negotiator with a proven ability to develop strategies, excellent management skills and an impressive capacity for innovation. She is respected for her sound advice, ongoing collaboration with her clients’ internal teams and her judicious use of resources to help clients achieve their objectives. Moreover, she is one of the firm national leaders of the Crisis Law system, a solution that provides our clients with a cohesive integration of legal advice, reputation management and business priorities when they are facing a crisis.

Christine Wadsworth is a member of McCarthy Tétrault’s White Collar Defence and Investigations Group. Her litigation practice focuses on internal investigations, commercial litigation, and professional liability.

Christine has acted as counsel on an internal investigation for a public company and run a multi-part CPD series on internal investigations. She frequently presents on internal investigations topics. She has tried cases before judges, juries and arbitrators. She is co-director of McCarthy’s pro bono criminal defence program.

Shana Wolch is a partner in McCarthy Tétrault Labour and Employment Group in Calgary. She assists clients with their day-to-day human resources matters, including all issues associated with hiring, managing, and terminating employees. Shana’s practice also includes occupational health and safety, workers’ compensation, disability management, human rights, privacy, pension and benefits, workplace investigations, white collar crime, mergers and acquisitions, independent contractor issues and management side labour issues. She has extensive experience with alcohol and drug policies, from creation/administration to compliance and with the cannabis industry, from assisting producers to retailers and also with employers managing medicinal and recreational use in the workplace. 

Shana is recognized by Chambers Canada and Best Lawyers in Canada in the area of Labour and Employment Law and in the Canadian Legal Lexpert Directory in the area of Workplace Human Rights (Employer) and Employment Law. She is also recognized in The Legal 500 - Canada as a Next Generation Lawyer in the area of Labour & Employment. 

Susan Wortzman is a partner of McCarthy Tétrault and leads the firm’s e-Discovery and information management practice. She was named one of the Top 25 Most Influential Lawyers in 2020 by Canadian Lawyer Magazine.Susan is the Founder of MT>3, formerly Wortzmans, which is recognized as Canada’s leading law firm specializing in e-Discovery and information governance. MT>3 was acquired by McCarthy Tétrault on December 31, 2016. In addition to supporting the firm’s Litigation and Competition Law groups, it also supports the Tax, Business Law and Real Property groups using technology to assist with all aspects of document review, due diligence, and data analysis. The MT>3 Team have assisted the firm’s clients with many investigations, using e-Discovery, AI and machine learning tools to expedite and ensure cost effective and accurate analysis of large datasets.

A leader in the e-Discovery community, Susan served as Chair of the Sedona Canada Working Group from 2006 to 2010, supervising the development of provincial and national guidelines for e-Discovery. Susan is a sought-after and frequent lecturer on e-discovery and information governance topics, and is regularly quoted in industry publications and other media. She has written several seminal papers concerning e-discovery and its impact on litigation in Canada.



Effecting Change through Strategic Law Firm Collaboration

Panel: GC (TBD), Miranda Lam, Matthew Peters, Judith McKay

By working together differently--more deliberately and with a mutual game plan—we can radically change the dynamic between in-house counsel and their law firms and effect important change within both organizations while meeting important business goals and exceeding expectations.

With COVID, ESG, social justice and industrial policy considerations dominating the landscape, companies have seen a sharp rise in volatile, uncertain, complex and ambiguous issues that can make or break an organization. The role of the GC has never been more challenging as business problem transcend practice areas and disciplinary silos, while criss-crossing multiple jurisdictions. By tapping into the full potential of both the in-house department and the law firms who serve them, GCs have the potential to elevate their ability to achieve positive business impacts for the business.

Traditional law firm/in-house relationships have not evolved to meet the immense changes in the business world and risk undermining GC effectiveness. These relationships are more arms-length than collaborative and sometimes fractious due to lack of alignment and effective communication. Procurement processes, designed for more commodity-type products and services, often serve to heighten a ‘we/they’ mentality and result in sub-optimal long term outcomes for the business and the profession. The ‘tick-the-box’ approach to complex areas like risk management, cost containment and diversity and inclusion may result in unintended consequences that benefit neither organization.

In this session, we explore an alternative and more modern relationship model—built on trust and deep collaboration with a heavy emphasis on communication, managing processes and measurements of success to align on goals and objectives, founded on shared values and mutual accountability. This new model is based on four areas of focus:

Communications: Creating the conditions for an open and transparent dialogue with two-way constructive feedback. Ensuring ongoing alignment on values, expectations, requirements and business goals. Committing to a cadence of check-ins and touchpoints via multiple channels.

Collaboration: Bringing the best minds together to problem-solve holistically with knowledge of trends and emerging issues within and across industries. Working together to support a mutual set of values and effect change within each others’ organizations and in the industry.

Managing Processes: Aligning on risk tolerance, promoting diverse staffing with deep expertise, process improvement and technology implementation to drive efficient and effective execution of desired business outcomes

Measurement: Identifying and committing to shared expectations on a common set of goals and related metrics to enable quantifiable outcomes and a win/win relationship, including budget and business outcome reviews—and implementing the means to address variances in real time.

This session will involve a panel discussion on these four areas, followed by break-out groups to share best practices and ideas to drive change while optimizing the modern in-house counsel/law firm relationship.

Competencies
Global Perspectives: Taking a broad view when approaching issues, using a global lens.
Situational Adaptability: Adapting approach and demeanour in real time to match the shifting demands of different situations.

PANELISTS

Miranda Lam is a partner in our Litigation Group, she is also the Retail Sector Lead in the firm’s national Retail and Consumer Markets Group, and a core member of our Mining and Technology Groups; and the chair of the firm’s National Gender Equality Action Group, as part of our Inclusion Now priority.

Miranda resolves complex disputes and is a highly regarded trusted business advisor to private and public enterprises. Her practice focuses on contractual claims, economic torts, securities litigation, shareholder remedies, corporate governance, internal investigations, as well as internet and e-commerce issues and defamation. Miranda also has extensive experience working with retailers and consumer-facing businesses on consumer protection, supply chain and related strategic and operational issues. She has advised on a number of procurement mandates, for owners and proponents. She has appeared as counsel in the Supreme Court of Canada, as well as the superior and appeal courts of British Columbia and Ontario, and the Yukon Supreme Court. 

Judith McKay is Chief Client & Innovation Officer at McCarthy Tétrault. She leads the firm’s client relations and marketing strategy, and oversees business development, research, pricing, knowledge integration and innovation capabilities. She founded the firm’s MT>Align division which provides clients with access to top tier independent contract lawyers to support their short-term or temporary legal needs. She also provides strategic commercial and intellectual property counsel to clients.

Prior to joining the firm, Judith (a chemical engineer and an IP lawyer by training) was Vice President and General Counsel for DuPont Pioneer, responsible for legal affairs internationally. Prior to this position, she was Chief Administrative Officer and General Counsel for DuPont Canada, where she led the company's operating team as well as legal and public affairs.

Mathew Peters is the National Innovation Leader, member of Senior Leadership Team and Partner in the National Technology Group. He is responsible for the firm’s market strategy, approach to client service and leads the firm’s cutting edge initiatives around innovation, new lines of business, client service, pricing and service delivery, and client satisfaction measurement program. He spearheads the firm’s technology and processes that bring law firms and the provision of legal services into the future, including optimizing service deliverability, creating transparency and predictability in fees and leveraging new forms of technology to facilitate those services. A partner in the Technology Group where he leads market changing commercial deals for some of our most strategic clients. Celebrated as a Change Agent in Law by the 2019 Lexpert Zenith Awards and recognized in the Business category for being a driver of change in the firm and legal industry by the Top 25 Most Influential Lawyers in 2019. A speaker and presenter at various programs and conferences on sharing ideas with the global legal community, presenting on an array of topics like the future of the legal profession, re-engineering legal services and technology in the legal industry. Admitted to the British Columbia Bar in 1995.


Beyond the Law: Ensuring Your Seat at the Table

Facilitated by: Anne Drost, Blakes

Today's general counsel must have the ability to manage emerging risks at the intersection of business law, corporate strategy and stakeholder relations.

The urgency for change, innovation and transformation has reached unprecedented levels for most organizations. The global pandemic, digitization, climate change, social justice, geo-politics and heightened stakeholder scrutiny are just some of the accelerators of change that are pushing governance to the forefront. To ensure a seat at the executive table today, General Counsel must be capable of stepping up to the opportunity to go beyond the law and help drive transformational change across the organization for tomorrow.

This interactive workshop will explore the skills and competencies required to step up in this new paradigm and ensure your seat at the table.

Competencies
Collaborates: Building partnerships and working collaboratively with others to meet shared objectives.
Instills Trust: Gaining the confidence and trust of others through honesty, integrity, and authenticity.
Managing Ambiguity: Operating effectively, even when things are not certain or the way forward is unclear.
Situational Adaptability: Adapting approach and demeanour in real time to match the shifting demands of different situations.

YOUR FACILITATORS

Anne Drost practises business law and works with clients from various industries, including the transportation and energy sectors. She assists companies with their regulatory and environmental compliance needs, approval processes, and land transactions. Anne also advises companies on best practices relating to community engagement, consultation and negotiations with Indigenous communities, and environmental, social and governance (ESG) strategies.

Anne has extensive experience at all stages of project development, including obtaining regulatory approvals and permits, devising and implementing land acquisition strategies, and carrying out environmental assessments and permitting. She represents clients in regulatory proceedings before, notably, the Canadian Energy Regulator (previously, National Energy Board) and the Canadian Transportation Agency.

With respect to consultation and negotiations with Indigenous communities, Anne provides strategic advice to corporate clients on various issues relating to Indigenous and treaty rights, the Crown duty to consult and accommodate, Indigenous land claims and assertions, and related statutory and regulatory matters, in connection with energy, mining and natural resources development projects.

Stacy McLean is a member of the Firm's Executive Committee and leads the Blakes Investment Products & Asset Management group. Her legal practice focuses on investment funds, corporate finance, securities regulatory matters and public company transactions.

Stacy advises Canadian and international asset management companies on the structuring, regulation and registration of closed-end investment funds, mutual funds, structured notes and flow-through limited partnerships. She also works closely with investment dealers, financial institutions and companies on debt and equity financings, registration and regulatory compliance, private placements and fund formation.

She has expertise in contested proxy battles and regularly advises public issuers and their boards on various matters, including governance and shareholder engagement.


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