This document provides information about the 16th Annual Advanced Administrative Law & Practice conference taking place on October 25-26, 2016 in Ottawa. The conference will provide essential professional development for counsel and decision makers, with highlights including an overview of the year's top administrative law decisions, updates on standard of review and ethics for tribunals. The faculty includes experienced practitioners who will guide participants through changes in administrative law and help adapt their practice.
This document is an agenda for the "Workplace Rights & Accommodations Forum" conference taking place March 29-30, 2016 in Toronto. The conference will cover topics such as determining duty to accommodate and undue hardship, recent discrimination case laws, privacy rights and responsibilities, and whistleblower policies. Distinguished speakers from law firms, organizations, and advocacy groups will discuss accommodating disabilities, religious beliefs, family status, an aging workforce, and managing harassment cases. The agenda lists times, speakers, and session details across both days of the conference.
This document provides an agenda and summary for the "Western Labour and Employee Relations Forum" conference taking place January 28-29, 2016 in Vancouver, BC. The conference will focus on managing relationships between employers, unions, and employees in light of challenges like downsizing and global competition, as well as updates on relevant laws and policies. Topics will include human rights issues, accommodating disabilities, social media and technology use, collective bargaining, and enhancing productivity through constructive relationships. The conference aims to help labour relations professionals stay informed on important issues and collaborative solutions.
Paladin is a technology platform that aims to close the "justice gap" by leveraging pro bono legal work. Their platform sources, manages, and tracks pro bono opportunities to make the process more efficient. Currently, coordinating pro bono work is a manual and expensive process. Paladin has experienced rapid growth, adding over 1,400 users in their first 3 months. They have launch partnerships with several large companies and organizations. The platform has already helped connect volunteers with clients to make a meaningful impact through expunging criminal records and providing other legal assistance to those in need.
This document summarizes a workshop on legal issues for not-for-profits. It discusses the statutory basis for non-profit corporations, directors' liability, and corporate liability. It compares charitable and non-charitable non-profits and outlines alternatives like incorporation and unincorporated associations. Directors' duties and standard of care are explained. Types of insurance like property, liability, and business loss policies are also summarized.
Report on Roundtable on Proxy GovernanceBroadridge
The document discusses recommendations from a roundtable on improving the integrity and transparency of the proxy voting process in the US. The roundtable recommended: 1) Early confirmation of shareholder voting entitlements; 2) Encouraging early voting to increase participation; 3) Enhancing processes for handling exceptions to improve accuracy; and 4) Providing end-to-end vote confirmation so shareholders know their votes were properly recorded. The goal was to develop practical solutions that could strengthen voting integrity in the short to medium term without requiring federal regulation.
The document provides an overview of shadow trustees and directors, when advising charity leadership becomes undue influence. It defines shadow directors and de facto directors under company law. It notes that shadow and de facto trustees relate primarily to charitable companies but the Charities Act brought new powers for the Charity Commission. The risks include disqualification and personal liability. It discusses a recent case involving Keeping Kids Company to illustrate these issues. The panel then provides perspectives on defining and identifying signs of a CEO acting as a shadow trustee, the importance of appropriate use of power and trustees understanding and fulfilling their role.
This document announces a conference on the taxation of common business structures to be held on February 22, 2017 in Vancouver, BC. The conference will compare the taxation of closely held corporations, partnerships, and trusts, and help attendees optimize tax results for different business forms. Experts will cover issues like taxation of business and investment income, inter-corporate dividends, partnership taxation, and anti-avoidance rules. The goal is to help business owners, managers and advisors understand different structures and reduce tax burdens.
The document summarizes the President's column of the Defense Trial Counsel of West Virginia newsletter. The President, Jeffrey Holmstrand, discusses his goals for the upcoming year, which include expanding opportunities for members to serve on substantive law committees and provide services to other members. He encourages all members to get involved in committees, publications, networking events, education and advocacy efforts. The President hopes to increase the benefits DTCWV provides members through collaboration with the board of governors and talented membership.
This document is an agenda for the "Workplace Rights & Accommodations Forum" conference taking place March 29-30, 2016 in Toronto. The conference will cover topics such as determining duty to accommodate and undue hardship, recent discrimination case laws, privacy rights and responsibilities, and whistleblower policies. Distinguished speakers from law firms, organizations, and advocacy groups will discuss accommodating disabilities, religious beliefs, family status, an aging workforce, and managing harassment cases. The agenda lists times, speakers, and session details across both days of the conference.
This document provides an agenda and summary for the "Western Labour and Employee Relations Forum" conference taking place January 28-29, 2016 in Vancouver, BC. The conference will focus on managing relationships between employers, unions, and employees in light of challenges like downsizing and global competition, as well as updates on relevant laws and policies. Topics will include human rights issues, accommodating disabilities, social media and technology use, collective bargaining, and enhancing productivity through constructive relationships. The conference aims to help labour relations professionals stay informed on important issues and collaborative solutions.
Paladin is a technology platform that aims to close the "justice gap" by leveraging pro bono legal work. Their platform sources, manages, and tracks pro bono opportunities to make the process more efficient. Currently, coordinating pro bono work is a manual and expensive process. Paladin has experienced rapid growth, adding over 1,400 users in their first 3 months. They have launch partnerships with several large companies and organizations. The platform has already helped connect volunteers with clients to make a meaningful impact through expunging criminal records and providing other legal assistance to those in need.
This document summarizes a workshop on legal issues for not-for-profits. It discusses the statutory basis for non-profit corporations, directors' liability, and corporate liability. It compares charitable and non-charitable non-profits and outlines alternatives like incorporation and unincorporated associations. Directors' duties and standard of care are explained. Types of insurance like property, liability, and business loss policies are also summarized.
Report on Roundtable on Proxy GovernanceBroadridge
The document discusses recommendations from a roundtable on improving the integrity and transparency of the proxy voting process in the US. The roundtable recommended: 1) Early confirmation of shareholder voting entitlements; 2) Encouraging early voting to increase participation; 3) Enhancing processes for handling exceptions to improve accuracy; and 4) Providing end-to-end vote confirmation so shareholders know their votes were properly recorded. The goal was to develop practical solutions that could strengthen voting integrity in the short to medium term without requiring federal regulation.
The document provides an overview of shadow trustees and directors, when advising charity leadership becomes undue influence. It defines shadow directors and de facto directors under company law. It notes that shadow and de facto trustees relate primarily to charitable companies but the Charities Act brought new powers for the Charity Commission. The risks include disqualification and personal liability. It discusses a recent case involving Keeping Kids Company to illustrate these issues. The panel then provides perspectives on defining and identifying signs of a CEO acting as a shadow trustee, the importance of appropriate use of power and trustees understanding and fulfilling their role.
This document announces a conference on the taxation of common business structures to be held on February 22, 2017 in Vancouver, BC. The conference will compare the taxation of closely held corporations, partnerships, and trusts, and help attendees optimize tax results for different business forms. Experts will cover issues like taxation of business and investment income, inter-corporate dividends, partnership taxation, and anti-avoidance rules. The goal is to help business owners, managers and advisors understand different structures and reduce tax burdens.
The document summarizes the President's column of the Defense Trial Counsel of West Virginia newsletter. The President, Jeffrey Holmstrand, discusses his goals for the upcoming year, which include expanding opportunities for members to serve on substantive law committees and provide services to other members. He encourages all members to get involved in committees, publications, networking events, education and advocacy efforts. The President hopes to increase the benefits DTCWV provides members through collaboration with the board of governors and talented membership.
12th Annual Atlantic Canada Labour Employee Relations ForumAngy Xi
This document provides information about the 12th Annual Atlantic Canada Labour & Employee Relations Forum taking place on September 24-25, 2015 in Halifax, NS. The conference will cover various topics related to employment and labour law, including family status accommodation, constructive dismissals, workplace investigations, mental health in the workplace, and attendance management. It will feature panels with chairs from various provincial labour boards and case studies from organizations. The goal is for HR, labour relations, and union professionals to learn about recent legal developments and discuss strategies for managing employee relations issues.
The document summarizes key points from presentations given at the ICSA Scotland Conference on June 16, 2016. It discusses recent changes to Scots law regarding the execution of documents, including provisions allowing for electronic execution and the signing of documents in counterparts. It also outlines the new UK requirements for mandatory gender pay gap reporting and the creation of a Register of People with Significant Control for companies and LLPs.
Group Dynamics and Collaboration in TechnologyOmar Ha-Redeye
Group dynamics and collaboration are important for innovation in the legal field. Law has traditionally been a hierarchical and individualistic profession that is resistant to change. However, changes in the market are pushing law firms to innovate. Effective teams require optimal design considering factors like size, diversity and whether members are specialists or generalists. Cross-practice collaboration allows firms to create more sophisticated work commanding higher prices. Technology can help overcome regulatory barriers and enable new models emphasizing collaboration, learning and stakeholder interests.
The Securities and Exchange Commission has been entrusted with a significant corporate compliance regulatory function, which has been expanded by seminal legislation in the recent past such as the Sarbanes-Oxley (“SOX”) and Dodd-Frank Acts. This webinar discusses board fiduciary duties and the tension between state corporate law standards and federal law. Board composition, independence, structure and processes (including best practices in regard to committees) are analyzed. Specifically, director independence is discussed as is audit committees and related requirements, regulations and exemptions. NASDAQ and the NYSE also have similar requirements for director independence and those are also discussed. The webinar also covers disclosure matters related to SOX compliance, including timing and content of an issuer's periodic disclosures. Both the legal requirements and best practices related to disclosure procedures and internal controls under SOX are examined. Means of controlling the costs of SOX, especially for smaller public companies, are also discussed, including trends in the industry related to high regulatory compliance costs. Finally, the applicability and best practices for privately held companies and SOX are considered.
Part of the webinar series: CORPORATE & REGULATORY COMPLIANCE BOOT CAMP 2021 - PART 2
See more at https://www.financialpoise.com/webinars/
If you are one of the many business owners thinking, “I’ve incorporated, now what?” Remember that as a business owner, you have a powerful tool in your Corporation or LLC if you follow the rules.
You will learn:
-The top 10 mistakes business owners make that can cost you everything.
-The myth's behind LLC's.
-Secure your financial future for long-term prosperity.
-Gain the insiders edge when it comes to maximizing your tax deductions.
-Dramatically reduce your risk by establishing a secure corporate fortress
Moss Adams is a large accounting firm founded in 1913 in Seattle. It has since expanded throughout the western United States and helped found the global alliance Praxity in 2007. The document discusses Moss Adams' history, values, resources, services, and SWOT analysis. It also outlines Moss Adams' process for international expansion, including researching target markets, developing business plans, creating local teams, and ensuring organizational readiness before launching operations. Potential entry locations discussed are Singapore, New Zealand, and Switzerland.
The document provides an overview of legal structures for voluntary organizations in Scotland. It discusses various legal structure options such as voluntary associations, trusts, industrial and provident societies, companies limited by guarantee, and Scottish Charitable Incorporated Organisations. For each structure, it outlines the key advantages and disadvantages. It also covers topics such as the responsibilities of company directors and issues related to achieving charitable status.
Stuart Carr will present on how reductions in red tape for small and medium enterprises may impact mediation practices. He discusses that SMEs often deal with complex regulations from various agencies and have informal dispute resolution processes. Regulations intend to provide protections but can become excessive "red tape". Mediation is underutilized by SMEs due to lack of awareness and time. Effective mediation for SME disputes involves early engagement, lawyer-free processes, understanding interests, and creating options. Future challenges include dealing with increasingly complex regulations and ensuring dispute resolution processes for SMEs are respected.
This document advertises an upcoming hedge fund compliance conference that will take place on October 6-7, 2016 in New York City. The conference will feature presentations from regulators at the SEC and FBI, as well as hedge fund compliance professionals. Topics will include regulatory priorities and examinations, cybersecurity, conflicts of interest, and insider trading. Attendees can earn CLE/ethics credits. A pre-conference workshop on October 6th will focus on preparing for and undergoing an SEC exam.
MACPA works to keep it's members "future ready" and to be able to thrive in this rapidly changing and complex world. This update given every six months in interactive "town hall" meetings covers the latest developments in four major areas: 1) Lookout post - the latest trends and issues facing business and the Profession; 2) Laws, regulations and standards; 3) What MACPA is doing about these issues as a membership organization; and 4) How to keep their L>C, rate of learning greater than the rate of change, or to help CPAs find their competitive edge.
The current batches of trends revives around the "shift change".
The document advertises and provides information about the Canadian Institute's Class Actions Forum West conference taking place on May 21, 2015 at the Four Seasons hotel in Vancouver. The conference will discuss recent developments in class action litigation, including remedies available in consumer class actions, strategic considerations in carriage motions, and crafting meaningful settlement claims processes. It provides an agenda with session topics, speakers, and accreditation details. A pre-conference workshop on May 20 will discuss effective class action administration.
The document is an agenda for a two-day Legal Knowledge Management Forum that will discuss how the role of knowledge management (KM) professionals in the legal field has evolved and where it is headed. Over the course of 12 sessions, experts from leading law firms will discuss topics like the changing competencies of KM professionals, using KM to gain a competitive advantage, deploying KM initiatives in small/midsize legal organizations, capturing knowledge from retiring experts, and using metrics and process improvement to demonstrate the value of KM. The forum will provide best practices for KM programs and networking opportunities for KM lawyers.
This document announces a conference on FATCA Compliance to be held on March 25-26, 2015 in Toronto. It will provide guidance to financial institutions on complying with the Foreign Account Tax Compliance Act. The conference will explore topics such as client identification and classification, reporting guidelines, challenges for different types of financial institutions, and improving FATCA compliance programs. It lists the conference speakers and agenda, which includes sessions on key FATCA regulations, the Canada Revenue Agency's guidance, challenges for depository and investment entities, and the impact of FATCA on the insurance and investment fund industries.
This document provides an overview and introduction for a new board member orientation. It includes introductions, an explanation of board member responsibilities, reasons for serving on the board, the board's primary functions, who they represent, the size and staffing of boards, common board committees, how boards fulfill their responsibilities, and general advice. It also discusses NASBA and their role in supporting state boards of accountancy.
DeStefano, Compliance, Transparency, Visibility: A U.S. Perspective: Cloudy A...Michele DeStefano
This document summarizes a presentation given by Michele DeStefano at a meeting in Munich, Germany in October 2014. The presentation discusses the evolution of corporate compliance programs in the United States and challenges faced by Chief Compliance Officers. It also hypothesizes that efforts to increase compliance, transparency, and visibility through measures like separating compliance from legal departments may be "cloudy at best" and not achieve their objectives. The document outlines arguments for why departmentalization may not increase actual compliance, transparency, or visibility and entrenchment of compliance programs. It concludes by recommending corporations look inward at decision-making processes and culture beneath formal structures.
Forum for Financial Institution Directors: How Do Directors Prepare for the W...Winston & Strawn LLP
This document summarizes a presentation given by attorneys from Winston & Strawn LLP on how directors can prepare for potential litigation and enforcement actions. It discusses the increased political pressure to pursue individuals, greater parallel enforcement between agencies, and expanded use of statutes like FIRREA to pursue civil charges against banks and individuals. It also covers developments in whistleblower programs at the SEC and DOJ that have increased incentives for whistleblowers and protections from retaliation. Directors are advised to understand this enforcement environment and benchmark their institution's practices.
1. The document discusses alternative career options for lawyers who do not want to practice law or are unhappy with practicing law. It identifies growing legal fields and industries, as well as non-legal career paths in education, government, and business.
2. Lawyers are encouraged to research growing subject areas and geographic regions, build skills in new technologies, and get involved in their community to explore new careers and opportunities. Transitioning successfully involves leveraging your legal expertise and networking widely.
3. Examples are given of successful non-practicing lawyers who started new types of businesses or pursued careers in education, consulting, and business. Coaching programs are also mentioned to help lawyers considering a career change.
This document provides information about The Canadian Institute's 13th Annual Privacy Law & Compliance Forum, which will take place on March 30-31, 2016 in Toronto. It outlines the agenda, speaker faculty, and topics to be covered at the conference. Some of the key sessions will address big data privacy concerns, managing risks associated with service providers, and updates from the Office of the Privacy Commissioner of Canada on changes to privacy laws. The event brings together industry and legal professionals to discuss privacy issues and compliance.
November 2015 - In This Issue:
e-Learn: Law in Flux
Grammar Nuggets
Word Tips & Tricks
Career Corner
Staff Notes
2015 Board of Directors Election Information
Member Spotlight: Angélle Marie Garcia, ACP
This presentation includes information about legal project management fundamentals, creating a framework for legal project management (define, plan, monitor and manage, review and improve), ethics and the law, conflicts from outside counsel and the general counsel.
12th Annual Atlantic Canada Labour Employee Relations ForumAngy Xi
This document provides information about the 12th Annual Atlantic Canada Labour & Employee Relations Forum taking place on September 24-25, 2015 in Halifax, NS. The conference will cover various topics related to employment and labour law, including family status accommodation, constructive dismissals, workplace investigations, mental health in the workplace, and attendance management. It will feature panels with chairs from various provincial labour boards and case studies from organizations. The goal is for HR, labour relations, and union professionals to learn about recent legal developments and discuss strategies for managing employee relations issues.
The document summarizes key points from presentations given at the ICSA Scotland Conference on June 16, 2016. It discusses recent changes to Scots law regarding the execution of documents, including provisions allowing for electronic execution and the signing of documents in counterparts. It also outlines the new UK requirements for mandatory gender pay gap reporting and the creation of a Register of People with Significant Control for companies and LLPs.
Group Dynamics and Collaboration in TechnologyOmar Ha-Redeye
Group dynamics and collaboration are important for innovation in the legal field. Law has traditionally been a hierarchical and individualistic profession that is resistant to change. However, changes in the market are pushing law firms to innovate. Effective teams require optimal design considering factors like size, diversity and whether members are specialists or generalists. Cross-practice collaboration allows firms to create more sophisticated work commanding higher prices. Technology can help overcome regulatory barriers and enable new models emphasizing collaboration, learning and stakeholder interests.
The Securities and Exchange Commission has been entrusted with a significant corporate compliance regulatory function, which has been expanded by seminal legislation in the recent past such as the Sarbanes-Oxley (“SOX”) and Dodd-Frank Acts. This webinar discusses board fiduciary duties and the tension between state corporate law standards and federal law. Board composition, independence, structure and processes (including best practices in regard to committees) are analyzed. Specifically, director independence is discussed as is audit committees and related requirements, regulations and exemptions. NASDAQ and the NYSE also have similar requirements for director independence and those are also discussed. The webinar also covers disclosure matters related to SOX compliance, including timing and content of an issuer's periodic disclosures. Both the legal requirements and best practices related to disclosure procedures and internal controls under SOX are examined. Means of controlling the costs of SOX, especially for smaller public companies, are also discussed, including trends in the industry related to high regulatory compliance costs. Finally, the applicability and best practices for privately held companies and SOX are considered.
Part of the webinar series: CORPORATE & REGULATORY COMPLIANCE BOOT CAMP 2021 - PART 2
See more at https://www.financialpoise.com/webinars/
If you are one of the many business owners thinking, “I’ve incorporated, now what?” Remember that as a business owner, you have a powerful tool in your Corporation or LLC if you follow the rules.
You will learn:
-The top 10 mistakes business owners make that can cost you everything.
-The myth's behind LLC's.
-Secure your financial future for long-term prosperity.
-Gain the insiders edge when it comes to maximizing your tax deductions.
-Dramatically reduce your risk by establishing a secure corporate fortress
Moss Adams is a large accounting firm founded in 1913 in Seattle. It has since expanded throughout the western United States and helped found the global alliance Praxity in 2007. The document discusses Moss Adams' history, values, resources, services, and SWOT analysis. It also outlines Moss Adams' process for international expansion, including researching target markets, developing business plans, creating local teams, and ensuring organizational readiness before launching operations. Potential entry locations discussed are Singapore, New Zealand, and Switzerland.
The document provides an overview of legal structures for voluntary organizations in Scotland. It discusses various legal structure options such as voluntary associations, trusts, industrial and provident societies, companies limited by guarantee, and Scottish Charitable Incorporated Organisations. For each structure, it outlines the key advantages and disadvantages. It also covers topics such as the responsibilities of company directors and issues related to achieving charitable status.
Stuart Carr will present on how reductions in red tape for small and medium enterprises may impact mediation practices. He discusses that SMEs often deal with complex regulations from various agencies and have informal dispute resolution processes. Regulations intend to provide protections but can become excessive "red tape". Mediation is underutilized by SMEs due to lack of awareness and time. Effective mediation for SME disputes involves early engagement, lawyer-free processes, understanding interests, and creating options. Future challenges include dealing with increasingly complex regulations and ensuring dispute resolution processes for SMEs are respected.
This document advertises an upcoming hedge fund compliance conference that will take place on October 6-7, 2016 in New York City. The conference will feature presentations from regulators at the SEC and FBI, as well as hedge fund compliance professionals. Topics will include regulatory priorities and examinations, cybersecurity, conflicts of interest, and insider trading. Attendees can earn CLE/ethics credits. A pre-conference workshop on October 6th will focus on preparing for and undergoing an SEC exam.
MACPA works to keep it's members "future ready" and to be able to thrive in this rapidly changing and complex world. This update given every six months in interactive "town hall" meetings covers the latest developments in four major areas: 1) Lookout post - the latest trends and issues facing business and the Profession; 2) Laws, regulations and standards; 3) What MACPA is doing about these issues as a membership organization; and 4) How to keep their L>C, rate of learning greater than the rate of change, or to help CPAs find their competitive edge.
The current batches of trends revives around the "shift change".
The document advertises and provides information about the Canadian Institute's Class Actions Forum West conference taking place on May 21, 2015 at the Four Seasons hotel in Vancouver. The conference will discuss recent developments in class action litigation, including remedies available in consumer class actions, strategic considerations in carriage motions, and crafting meaningful settlement claims processes. It provides an agenda with session topics, speakers, and accreditation details. A pre-conference workshop on May 20 will discuss effective class action administration.
The document is an agenda for a two-day Legal Knowledge Management Forum that will discuss how the role of knowledge management (KM) professionals in the legal field has evolved and where it is headed. Over the course of 12 sessions, experts from leading law firms will discuss topics like the changing competencies of KM professionals, using KM to gain a competitive advantage, deploying KM initiatives in small/midsize legal organizations, capturing knowledge from retiring experts, and using metrics and process improvement to demonstrate the value of KM. The forum will provide best practices for KM programs and networking opportunities for KM lawyers.
This document announces a conference on FATCA Compliance to be held on March 25-26, 2015 in Toronto. It will provide guidance to financial institutions on complying with the Foreign Account Tax Compliance Act. The conference will explore topics such as client identification and classification, reporting guidelines, challenges for different types of financial institutions, and improving FATCA compliance programs. It lists the conference speakers and agenda, which includes sessions on key FATCA regulations, the Canada Revenue Agency's guidance, challenges for depository and investment entities, and the impact of FATCA on the insurance and investment fund industries.
This document provides an overview and introduction for a new board member orientation. It includes introductions, an explanation of board member responsibilities, reasons for serving on the board, the board's primary functions, who they represent, the size and staffing of boards, common board committees, how boards fulfill their responsibilities, and general advice. It also discusses NASBA and their role in supporting state boards of accountancy.
DeStefano, Compliance, Transparency, Visibility: A U.S. Perspective: Cloudy A...Michele DeStefano
This document summarizes a presentation given by Michele DeStefano at a meeting in Munich, Germany in October 2014. The presentation discusses the evolution of corporate compliance programs in the United States and challenges faced by Chief Compliance Officers. It also hypothesizes that efforts to increase compliance, transparency, and visibility through measures like separating compliance from legal departments may be "cloudy at best" and not achieve their objectives. The document outlines arguments for why departmentalization may not increase actual compliance, transparency, or visibility and entrenchment of compliance programs. It concludes by recommending corporations look inward at decision-making processes and culture beneath formal structures.
Forum for Financial Institution Directors: How Do Directors Prepare for the W...Winston & Strawn LLP
This document summarizes a presentation given by attorneys from Winston & Strawn LLP on how directors can prepare for potential litigation and enforcement actions. It discusses the increased political pressure to pursue individuals, greater parallel enforcement between agencies, and expanded use of statutes like FIRREA to pursue civil charges against banks and individuals. It also covers developments in whistleblower programs at the SEC and DOJ that have increased incentives for whistleblowers and protections from retaliation. Directors are advised to understand this enforcement environment and benchmark their institution's practices.
1. The document discusses alternative career options for lawyers who do not want to practice law or are unhappy with practicing law. It identifies growing legal fields and industries, as well as non-legal career paths in education, government, and business.
2. Lawyers are encouraged to research growing subject areas and geographic regions, build skills in new technologies, and get involved in their community to explore new careers and opportunities. Transitioning successfully involves leveraging your legal expertise and networking widely.
3. Examples are given of successful non-practicing lawyers who started new types of businesses or pursued careers in education, consulting, and business. Coaching programs are also mentioned to help lawyers considering a career change.
This document provides information about The Canadian Institute's 13th Annual Privacy Law & Compliance Forum, which will take place on March 30-31, 2016 in Toronto. It outlines the agenda, speaker faculty, and topics to be covered at the conference. Some of the key sessions will address big data privacy concerns, managing risks associated with service providers, and updates from the Office of the Privacy Commissioner of Canada on changes to privacy laws. The event brings together industry and legal professionals to discuss privacy issues and compliance.
November 2015 - In This Issue:
e-Learn: Law in Flux
Grammar Nuggets
Word Tips & Tricks
Career Corner
Staff Notes
2015 Board of Directors Election Information
Member Spotlight: Angélle Marie Garcia, ACP
This presentation includes information about legal project management fundamentals, creating a framework for legal project management (define, plan, monitor and manage, review and improve), ethics and the law, conflicts from outside counsel and the general counsel.
This document outlines major forces reshaping businesses and the legal profession, including exponential technological changes. It argues that attracting and retaining talent is the most important issue for professional services firms. Common reasons partners leave law firms include lack of vision, poor management, uncompetitive earnings, and cultural misalignment. The document provides tips for keeping partners happy and attracting new partners, such as building a strong culture, flexible work arrangements, and international opportunities.
Lessons learned from the Aged Care Royal Commission Interim Report JFM LAW
The Disability Royal Commission is a response to evidence that people with disability are more likely to experience violence, abuse, neglect and exploitation than people without disability
The document outlines the Code of Conduct for Victorian Public Sector Employees. It describes expected behaviors towards the government, community, and colleagues. It also lists values that are important for public sector work like responsibility, integrity, impartiality, accountability, respect, leadership, and human rights. Failing to comply with the code could be considered misconduct. It provides guidance on demonstrating the values in work activities and decision making.
The YLD Year in Review document summarizes the activities and accomplishments of the Virginia Bar Association's Young Lawyers Division (YLD) in 2018. Key focuses for the YLD included improving efficiency, developing best practices, facilitating continued leadership for graduating members, examining the budget, and increasing CLE programming. The YLD had a successful year, increasing income, reducing expenses, receiving national recognition for its projects, and setting goals to further engage members in 2019.
Eversheds SHINE Webinars - Multi jurisdictional compliance 23rd October 2014Eversheds Sutherland
New regulation is produced faster than most in house teams can keep up with it, businesses are expanding into new markets exposing them to novel and often extensive compliance obligations. How do you identify compliance obligations, then manage and monitor compliance effectively? What tools and systems can you deploy to avoid time consuming and reputation damaging breaches. This session will share case studies and examples of systems, approaches, policies, communication methods and tools used in practice to ensure cost effective risk management.
Centre for Assessment Ltd is the largest provider of legal practice standards assessments in the UK. It assesses law firms against standards such as Lexcel, an international practice management standard developed by the Law Society for solicitors. Lexcel certification helps firms improve risk management, customer service, and profitability through effective policies and procedures. It can also help lower professional indemnity insurance premiums and demonstrate regulatory compliance to clients. Firms interested in pursuing Lexcel should contact Centre for Assessment Ltd to begin the assessment and certification process.
Special Accounting Major presentation on a career in accounting and the job outlook for becoming a CPA.
This special session was in conjunction with the NABA Baltimore Chapter and the Tomorrow's CPA student group of MACPA.
This session featured six universities in Maryland - Towson University (host), Morgan, UMUC, University of Baltimore, Stevenson University, and University of Maryland.
MACPA CEO Tom Hood, voted second most influential leader in the CPA Profession in Accounting Today’s 2013 list of the Top 100 Most Influential People in Accounting (his ninth time on the list) sees five fundamental shifts facing accounting now – Leadership, Learning, Technology, Generations and Workplace. In a world of rapid change and increasing complexity, the winners will be those individuals and organizations who can keep their L>C², their rate of learning must be greater than the rate of change and greater than their competition. Tom’s updates are always popular for CPAs and include the latest trends and issues the profession is facing locally, nationally, and globally.
Accounting Career & Professional Issues Update for Students - 2014
347L17_INH
1. 16th
Annual
Advanced Administrative
Law & Practice
October 25–26, 2016 | Delta Ottawa City Centre
a C5 Group Company
Business Information in a Global Context
EARN CPD
HOURS
This year marks 30 years since the inception of The Canadian Institute.
It is time to match our brand with the dynamic strides we have made.
See inside for details…
CIThe Canadian Institute
Business Information in a Global Context
Register Now | 1 877 927 7936 | CanadianInstitute.com/AdministrativeLaw
Essential Professional Development for Counsel and Decision Makers
Co-Chairs:
Freya Kristjanson
Partner
Wardle Daley Bernstein Bieber LLP
Nicholas McHaffie
Partner
Stikeman Elliot LLP
Highlights of this year’s program include:
• Overview and analysis of the year’s top administrative law decisions
• An update on Standard of Review
• Ethics for Tribunals and members
• Charter trends in recent administrative law decisions
• Difficult and Vexatious Parties: the Represented, the Under-represented
and the Self-Represented
• Procedural Fairness in Investigations
• And much more!
Augment your
learning experience
with a Master Class:
The Fundamentals
of Administrative Law
“I attend every year”
Senior Grievance Officer, Military Grievances External Review Committee
“Presentation of developments in a concrete/practical way, easily translatable
in practice”
Senior Legal Counsel, Copyright Board of Canada
“Great and timely topics, excellent speakers”
Senior Legal Counsel, Public Service Labour Relations and Employment Board
2. Join the Conversation @CI_Legal #CIAdminLaw The Canadian Legal Network
CIThe Canadian Institute
Business Information in a Global Context
This year marks 30 years since the inception of The Canadian Institute.
30 years
expanding
across
the globe
30 years
building a
network of
industry leaders
30 years
hosting more
than 6,000
conferences
It is time for a brand, logo and language in keeping with the dynamic
strides we have made as a company. It is time for a brand that will take
us forward for the next 30 years.
C5 Group, comprising The Canadian Institute, American Conference
Institute and C5 in Europe, will unite under one central brand image,
appropriately a globe. See how bringing together the power of people
and the power of information can accelerate your growth and success.
Our new brand look and language will be fully revealed soon.
Stay tuned for more exciting changes.
If you appear before, advise,
or sit as a member of an
administrative tribunal,
you cannot afford to miss
this exceptional event.
The administrative law landscape is constantly changing, and
navigating it is becoming increasingly complex. We have gathered
a faculty of experienced practitioners to guide you through these
changes and help you adapt your practice. This year our agenda is
focused on:
• Understanding the latest on standard of review
• Deconstructing what courts and tribunals across the country
have been deciding
• Resolving your most difficult ethical dilemmas
• Managing self-represented and under-represented parties
• Practical tips on successfully harnessing expert witness
knowledge
• Safeguarding impartiality, privilege, and fairness
in investigations?
and much more!
Join us at The Canadian Institute’s annual conference on Advanced
Administrative Law & Practice to get up-to-the minute critical
information and practical tips from leading practitioners.
Spots go quickly at this popular event, and it has sold out in
the past. Reserve your place now through our online registration
system, www.CanadianInstitute.com/AdministrativeLaw,
by calling 1-877-927-7936 or faxing the registration form
to 1-877-927-1563.
We look forward to seeing you at the conference!
Paul Aterman
Deputy Chairperson,
Immigration Appeal Division
Immigration and Refugee Board
of Canada
Stephen Aylward
Associate
Stockwoods LLP
Cindy Blackstock
Executive Director
First Nations Child and Family
Caring Society of Canada
Associate Professor
McGill University
Graham J. Clarke
Arbitrator/Mediator
Former Vice Chair,
Canada Industrial Relations Board
Jerry V. DeMarco
Alternate Executive Chair of
Environment and Land Tribunals
Ontario and Associate Chair
of Conservation Review Board
(Ontario) and Environmental
Review Tribunal (Ontario)
Julianne Dunbar
General Counsel
Military Police Complaints
Commission
Brian Gover
Partner
Stockwoods LLP
Randall Hofley
Partner
Blakes LLP
Freya Kristjanson
Counsel
Wardle Daley Bernstein Bieber
Emily Lawrence
Partner
Paliare Roland Barristers
Ian R. Mackenzie
Arbitrator and Mediator
Mackenzie DRS
Nicholas McHaffie
Partner
Stikeman Elliot
Alexander Pless
General Counsel
Commercial Law Directorate
Department of Justice,
Quebec Regional Office
Guy Regimbald
Partner
Gowlings LLP
David Wright
Chair
Law Society Tribunal (Ontario)
LEARN FROM THIS
OUTSTANDING FACULTY:
WHO WILL BE THERE:
• Chairs, Vice-Chairs of
administrative Tribunals
• Tribunal and board counsel,
and members
• Government and commission
lawyers
• Municipal decision makers
and their advisors
• Ombudspersons
• Arbitrators
• Private practice lawyers
SPONSORSHIP & EXHIBITION
OPPORTUNITIES
Maximize your organization’s visibility in front of key
decision-makers in your target market. For more information,
contact Director of Business Development Daniel Gellman at
416-927-0718 ext. 7389, toll-free 1-877-927-0718 ext. 7389 or
by email at D.Gellman@CanadianInstitute.com
3. PRE-CONFERENCE
MASTER CLASS
OCTOBER 24, 2016
1:00 – 4:00 (Registration Opens at 12:30)
Fundamentals of Administrative Law
Emily Lawrence
Partner
Paliare Roland Barristers
• The policy underlying the system of administrative justice
• The source of Tribunal jurisdiction
• Natural justice/the principles of fundamental justice
• Applicable procedural statutes
• Guidelines, policy and rule-making authority
• Independence and bias: key legal principles
• What is a privative clause, and what is its practical implication?
• Burden of proof, standard of proof
• Judicial review
• Leading cases in administrative law
DAY ONE
OCTOBER 25, 2016
8:00 Registration Opens and Breakfast
is Served
9:00 Welcoming Remarks from
The Canadian Institute
9:05 Opening Remarks from the Co-Chairs
9:15 Caselaw Update: A Year in Review
Stephen Aylward
Associate
Stockwoods LLP
• An in depth review of recent trends and developments
• An update on appellate caselaw
• Functus officio and the impact of Kurrukal v. Canada on administrative
decision makers
• Insights on AMPS decisions and a review of current challenges
and considerations
10:00 Networking Refreshment Break
10:15 An Update on Standard of Review
Nicholas McHaffie
Partner
Stikeman Elliot
• A comprehensive analysis of major decisions of the year
• Insights into implications of these cases
• Review of how the “reasonableness” standard is being applied
11:00 Administrative Tribunals: The Three Pillars
of Proper Decision Making
Graham J. Clarke
Arbitrator/Mediator
Former Vice Chair, Canada Industrial Relations Board
• Legal Framework: Obligations tribunals owe parties
• Pillar 1: Internal and external fairness (Natural Justice)
• Pillar 2: Duty to explain
• Pillar 3: Duty to be efficient
• Governance and administrative tribunals
11:45 Active Adjudication: Techniques and Limits
Freya Kristjanson
Counsel
Wardle Daley Bernstein Bieber
David Wright
Chair
Law Society Tribunal
Making justice cost-effective, accessible and proportionate requires tribunal
adjudicators to increasingly apply active adjudication techniques. This panel
will discuss issues including:
• Active adjudication techniques
• Limits on active adjudication
• Obligations to assist self-represented litigants
• What have the courts said?
12:30 – 2:00 Lunch is Served
Keynote Luncheon Address (Beginning at 1:15)
Cindy Blackstock
Executive Director
First Nations Child and Family Caring Society of Canada
Associate Professor
McGill University
2:00 Interactive Roundtable: A Discussion
About Ethics
Freya Kristjanson
Counsel
Wardle Daley Bernstein Bieber
Julianne Dunbar
General Counsel
Military Police Complaints Commission
David Wright
Chair
Law Society Tribunal
• Adjudicators, employees and social media: from LinkedIn to Facebook
and beyond
• Mediation and pre hearings
• Dealing with difficult Chairs and members
• Self-reps and vexatious litigants
• Reasonable apprehension of bias
• Friends and family: drawing the line
3:00 Networking Refreshment Break
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Business Information in a Global Context
Register Now | 1 877 927 7936 | CanadianInstitute.com/AdministrativeLaw
4. Join the Conversation @CI_Legal #CIAdminLaw The Canadian Legal Network
3:15 Legal Limits on the Exercise of Discretion
Guy Regimbald
Partner
Gowlings LLP
• Clarifying the concept of discretion
• Principles to consider in exercising discretion
• Constraints on the exercise of discretion
• Discretion and standard of review
4:00 Charter Considerations for Tribunals
Emily Lawrence
Partner
Paliare Roland Barristers
• Caselaw review: recent Charter decisions and their impact
• An in depth analysis of Charter trends
• Charter values and administrative decision makers
4:45 Co-Chairs Closing Remarks
4:50 Conference Adjourns
DAY TWO
OCTOBER 26, 2016
8:30 Breakfast is Served
9:00 Opening Remarks from the Co-Chairs
9:15 Public Authority Liability in Tort: An Update
Alexander Pless
General Counsel
Commercial Law Directorate
Department of Justice, Quebec Regional Office
• Further developments since Paradis Honey Ltd. v Canada:
recent notable cases
• How will this impact Tribunals?
10:00 Networking Refreshment Break
10:15 Hot Tubs and Experts
Jerry V. DeMarco
Alternate Executive Chair of Environment and Land Tribunals
Ontario and Associate Chair of Conservation Review Board
(Ontario) and Environmental Review Tribunal (Ontario)
• Benefits and risks of concurrent expert evidence
• Procedural fairness considerations of “hot-tubbing”
• Concurrent evidence procedures
• Best practices in the use of “hot tubs”
• Lessons learned from Australia and other jurisdictions
11:00 Understanding Coroners Inquests
Brian Gover
Partner
Stockwoods LLP
• How do principles of administrative law play out at inquests?
• Views from recent high profile inquests: strategies and lessons learned
12:00 Lunch is Served
1:15 Procedural Fairness in Investigations:
The Law and Practice Tips
Randall Hofley
Partner
Blakes LLP
• Legal framework governing investigations: key case law principles
and updates
• Reconciling fairness and efficiency:
- Key procedural rights of parties
- Techniques for conducting focused and productive interviews
- Human rights considerations
• Securing the confidentiality of the investigation process
• Practical tips for safeguarding the investigation from bias
2:00 Difficult and Vexatious Parties:
The Represented, the Under-Represented
and the Self-Represented
Ian R. Mackenzie
Arbitrator and Mediator
Mackenzie DR
Paul Aterman
Deputy Chairperson, Immigration Appeal Division
Immigration and Refugee Board of Canada
• Practical insights for effective hearings with self-represented
or under-represented parties
- Ensuring an efficient hearing while maintaining access to justice
and a fair process
- The roles and responsibilities of the adjudicator and counsel when
dealing with self-represented and under-represented parties
- The role of opposing counsel in ensuring a fair process and protecting
the rights of the self-represented
- Insights for counsel on how to address the Tribunal, including the need
to explain jargon or use plain language
• Best practices for dealing with difficult parties and vexatious litigants
2:45 Closing Remarks from Co-Chairs
3:00 Conference Concludes
Join our email list to receive
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program updates at
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6. 16th
Annual
Advanced Administrative Law Practice
16th
Annual
Advanced
Administrative
Law Practice
October 25–26, 2016 | Delta Ottawa City Centre
October 25–26, 2016
Delta Ottawa City Centre
EARN CPD
HOURS
1175580
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REGISTRATION CODE
This year marks 30 years since the inception of The Canadian Institute.
It is time to match our brand with the dynamic strides we have made.
See inside for details…
CIThe Canadian Institute
Business Information in a Global Context
Essential Professional Development for Counsel
and Decision Makers
UNDERSTAND the latest on standard of review
DECONSTRUCT what courts and tribunals across
the country have been deciding
DISCUSS your most difficult ethical dilemmas
LEARN best practices in managing self-represented
and under-represented parties
OBTAIN practical tips on successfully harnessing expert
witness knowledge
HEAR about how to safeguard impartiality, privilege,
and fairness in investigations
Top Reasons To Attend