Federation of Ontario Law Associations
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FOLA PLENARY - MAY 8-10 2019

FOLA's May 2019 Plenary Session was held in Toronto at the Doubletree Hotel from Wednesday, May 8th to Friday, May 10th, 2019.


You can read our Post Plenary Wrap Up Report here.  And check out some pictures


And stay tuned for videos of our Presentations.  They're being edited now and should be ready shortly.  


Check out our speakers (and bios)

Read up on our panelists


THANKS TO OUR SPONSORS!  CHECK THEM OUT HERE & HERE & HERE!

  

OUR MAY 2019 PLENARY HAS BEEN APPROVED FOR 6hrs OF PROFESSIONAL CONTENT.  To submit your hours and/or learn more about LSO CDP requirements, please visit: CPD Hours LSO

MAY 8TH DINNER SPEAKERS

ROSELYN KELADA-SEDRA (MODERATOR)

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Roselyn’s purpose as a lawyer is to provide artists with an advocate who understands their world and their needs. She knows the challenges and priorities involved in collaborating to make something - having worked as an actor, writer and co-producer on a range of projects, from indie theatre to national TV.


She is an associate at Sabsay Lawyers and specializes in entertainment law and contract law.


Visit Roselyn's website here.

BRUCE M. SMITH

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Bruce M. Smith is a producer, showrunner, and writer, known for 19-2 (2014), The Hunger (1997) and University (2001) 


His IMBD link is here

STEVE LUND

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A proud Nova Scotia native, Steve Lund left a career in hockey when he decided to turn his family’s inherent penchant for entertainment into a profession. Once graduated from the Vancouver Film School Acting program, he started to get roles on TV shows like Hemlock Grove, Beauty and the Beast, and Blue Mountain State as well as a recurring role as ‘The Colorado Kid’ on Haven, filmed in his home province.


Perhaps best known for his series regular role as the coy consigliere ‘Nick Sorrentino’ on Space’s Bitten, Lund has also enjoyed portraying controversial local ‘Jake’ of Schitt’s Creek alongside Eugene Levy and Catherine O’Hara, ‘Prince Narcisse’ in The CW’s Reign and ‘Ernest Hemingway’ in CBC’s Frankie Drake Mysteries.


He has also made guest-appearances in Lost Girls, Being Erica, Alphas, Suits, Defiance, Nikita and more.


In his free time, Lund enjoys watching hockey and travelling, and is currently taking a crash-course in Class Action Lawsuits.

  

Read more here

PLENARY SPEAKERS

MALCOLM M. MERCER

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Malcolm M. Mercer serves as the 67th Treasurer of the Law Society of Ontario - the governing body of Ontario’s 52,000 lawyers and 8,600 paralegals.


Treasurer Mercer was called to the Bar of Ontario in 1984 after receiving an LLB from the University of Toronto in 1982. He also holds a B.Sc., in systems design and engineering (1977).


He is a partner in McCarthy Tétrault LLP’s Litigation Group in Toronto, with a focus on commercial and corporate matters and professional negligence.

JANA SCHILDER

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Jana has been a law firm marketing and law firm public relations professional for 25 years. She knows law firm marketing, from developing strategies and plans, to flawless implementation of tactics. She has never taken a "cookie cutter" approach to law firm marketing—each of The Legal A Team's clients is unique and we take a customized approach to each client. Each law firm marketing client has different goals, strengths, time available for marketing, and budget.  


When it comes to law firm media relations, she knows what attracts the news media’s attention—she has a “nose for news.” This insight comes from experience. 


Learn more about Jana here.

Dr. SUSAN FARRELL, Ph.D., C.Psych

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Dr. Susan Farrell is a Clinical Psychologist and the Clinical Director of the Community Mental Health Program at the Royal Ottawa Health Care Group. 


Her clinical work is focused on persons with mental illness and supporting them in community-based models of care. She is a licensed Clinical Psychologist in Ontario and in Nunavut. 


Dr. Farrell is an Associate Professor in the Faculty of Medicine and a Clinical Professor in the School of Psychology at the University of Ottawa. She is an active researcher in community-based research and evaluation of community and hospital services for persons with mental illness. She was recently made a Fellow of the Canadian Psychological Association for her national contributions to Psychology and society. 


Dr Farrell has been a faculty member of the National Judicial Institute across Canada since 2004 and has spoken at provincial and territorial educational seminars for the judiciary. 

RIO PETERSON

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Rio Peterson joined Clio in 2017, initially as a member of Clio’s award-winning Customer

Support team. After gaining in-depth knowledge of Clio’s products and customers, Rio took the

stage to speak at the 2018 Clio Cloud Conference. 


Now in her role as Clio’s Affinity Program

Coordinator, Rio works to build and foster relationships with legal associations. She is

passionate about helping legal professionals succeed, and harnessing the power of data to

foster collaboration across the industry. In her free time she knits, hikes with her dog, Olive, and watches horror movies. (Olive sometimes watches horror movies with Rio, but isn’t very into knitting.)

DAN PINNINGTON

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Dan Pinnington was appointed President & CEO of LAWPRO in 2018. From 2012 to 2018, he served as Vice President, Claims Prevention & Stakeholder Relations, overseeing LAWPRO’s claims prevention and outreach initiatives.

Dan joined LAWPRO in 2001 as Director, practicePRO – LAWPRO’s innovative and internationally recognized claims prevention initiative. 


Before joining LAWPRO, Dan practised for eight years in the litigation department of a Niagara-area law firm. Dan was called to the bar in 1993, having graduated with a combined LL.B./J.D. from the University of Windsor and Detroit Mercy College of Law.


Dan is a Fellow of the College of Law Practice Management and is a prolific writer, speaker and blogger on risk management, legal technology and law practice management issues. He has given hundreds of presentations throughout North America and has chaired more than a dozen major conferences.


He is very active in the American Bar Association’s Law Practice Division and was a long-time member of the ABA Legal Professional Liability Standing Committee. He was Chair of ABA TECHSHOW 2007 and Editor-In-Chief of Law Practice magazine from 2009-2012. He co-authored The Busy Lawyer’s Guide to Success: Essential Tips to Power Your Practice and made several contributions to other books published by the ABA Law Practice Management section. Dan has also acted in a variety of roles for the Canadian and Ontario Bar Associations.

CHRISTOPHER JOHNS

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Chris is the Executive Director of the Innovation Office, Ministry of the Attorney.


Chris’ 13-year career with the Ontario Public Service includes both the Ministry of the Attorney General and ServiceOntario. Prior to joining the OPS, Chris worked in a variety of roles throughout Rogers Communications. 

The common thread through all of Chris’ roles, is his passion for customer service and process efficiency. At ServiceOntario, he worked to reduce wait times and introduce new online services, resulting in Canada’s first ever government money-back guarantees. At MAG, Chris and his team are working to simplify court and tribunal processes, and bring client-focused, digital services to Ontarians. Most recently, Chris’s team delivered online filing for Divorces, Small Claims Court and Civil Courts in Ontario.

DIANA MILES, BA, LLB, CDir

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Diana Miles is the Chief Executive Officer of the Law Society of Ontario. 


Diana joined the Law Society in 2001 as the Executive Director of Professional Competence, and has also held positions in the organization including Executive Director, Organizational Strategy, Executive Director of Communications and Executive Director of Professional Regulation. 


Throughout her career with the Law Society, Diana has been responsible for strategic and operational planning, the creation of defensible and valid licensing and credentialing systems, the development and provision of high quality supports and resources for members of the public and licensees, and the regulation and quality assurance of the conduct, competence and practice management of lawyers and paralegals.


Prior to joining the Law Society, Diana was the Chief Operating Officer of a large Toronto law firm and in that capacity she supported the organization’s business development and client services provision and firm administration. 


Diana has extensive governance experience. She is accredited as a Chartered Director and works with private and not-for-profit boards. Diana was called to the Bar in Ontario in 1990.

DAVID FIELD

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David Field is the President and Chief Executive Officer of Legal Aid Ontario. He has been in this role since January 1, 2016. 


David has worked in various capacities for the Government of Ontario since 1982. His 33-year financial and strategic planning career in the public sector includes his work as the Director and Chief Financial Officer, Business and Fiscal Planning Branch at the Ministry of the Attorney General, and Director Financial Planning and Business Management Branch at both the Ministry of Community and Social Services and the Ministry of Children and Youth Services. Before becoming President and CEO, David was the Vice President of Strategic Planning and Compliance at LAO and was instrumental in LAO’s development of modern management methods to benefit client service and organizational effectiveness.


David holds an MBA in public administration from York University as well as a BA in political science from the University of Waterloo.

PRIYA BHATIA

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Priya Bhatia is the Executive Director of Professional Development & Competence at the Law Society of Ontario. In this role, she provides strategic oversight in relation to programs and services that support entry-level and continuing competence of lawyers. Priya is a past president of the Association of Continuing Legal Directors and a past co-chair of the Ontario Regulators for Accessibility Consortium. 


Prior to joining the Law Society, Priya practised civil and commercial litigation at a major Bay Street law firm. Priya has a Certificate in Adult Education and Professional Development from OISE (Ontario Institute for Studies in Education) and a law degree from the University of Ottawa. Priya was called to the Bar of Ontario in 2002. 

KERRY BONIFACE

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Kerry Boniface is the Director of Practice Supports and Resources at the Law Society of Ontario. Kerry joined the Law Society in 2007. First as Practice Management Review counsel and later as part of the management team, Kerry worked closely with licensees to identify and mitigate risks in their practices. Today, Kerry provides senior leadership to the Practice Management Helpline, the Coach and Advisor Network and Program Accreditation teams. The Department provides online resources along with timely and tailored support for inquiries relating to ethics, the rules, professionalism, practice management, and, through a roster of volunteers, substantive and procedural law. 


Kerry was called to the Bar in Ontario in 1999, holds a Certificate in Adult Learning and Development from OISE and a graduate level certificate in Executive Coaching from Royal Roads University. 

SHEENA WEIR

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Sheena Weir is the Executive Director of the External Relations & Communications Division at the Law Society of Ontario. 


She leads a team of public affairs professionals providing advice and services in strategic communications, government relations and external engagement. 


Prior to joining the Law Society, Sheena worked both in the public service and as a political advisor in the Ontario 

and Saskatchewan governments where she participated in public policy development in various sectors.

JACQUELINE HORVAT

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Jacqueline is a litigation lawyer and a founding partner of Spark LLP. Splitting her time between Windsor and Toronto, Jacqueline is also an occasional instructor/lecturer at University of Windsor’s Faculty of Law teaching Legal Profession and Ethics to eager law students.


In 2011, Jacqueline was elected as the youngest bencher in the Law Society of Ontario’s long history. Re-elected by her peers in 2015, she is serving her second term as a bencher where she is currently chair of the Technology Task Force, the Proceedings Authorization Committee, and the Professional Regulation Committee. She also co-chaired the Mentoring Task Force and is a vice-chair of the Professional Development and Competence Committee. 


In addition to her Law Society duties, Jacqueline is a member of the Board of Directors of Library Co. Inc., a non-profit corporation created to manage the Ontario County and District Law Library system, and is a past director of the Ontario Judicial Education Network, an organization dedicated to fostering public understanding of the judicial system.


Jacqueline was recently featured on an episode of the podcast “Of Counsel” titled Making Room for Women at the Table as Leaders.

PLENARY PANELISTS - ONLINE CONTENT & SOCIAL MEDIA

ASHLEE FROESE, Moderator

Ashelee Froese  IP law, branding, international

Ashlee Froese is a Toronto-based branding lawyer and trademark agent, who founded Froese Law, a boutique cross border branding, corporate, commercial and tax law firm. Ashlee is recognized as a Certified Specialist in Trademarks Law by the Law Society of Ontario and has been ranked as one of the top 1000 trademarks lawyers globally. 


Ashlee’s scope of practice includes trademarks, copyright, licensing, domain name, social media, marketing, advertising, packaging and labelling laws and negotiation and drafting of commercial agreements. Prior to launching Froese Law, Ashlee was a partner on Bay Street. 

SEAN POWER

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Sean Power is the President of Resonant Change Communications, a digital marketing agency that works with B Corps, social enterprises, and nonprofits to amplify their impact by accelerating growth. Sean is regarded as an expert on digital marketing specializing in search engine optimization, Google Ads and Google Analytics. He teaches digital marketing part-time at RED Academy and Camp Tech. He has been published in marketing trade blogs such as Content Marketing Institute and elsewhere.

KRISTY GUTHRIE-ROTH

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Kristy Guthrie-Roth, is a content strategist with 10 years’ experience using the power of communications and storytelling to drive results. 


She founded Bright Light Content in 2017 to focus on helping small businesses employ back-to-basics content marketing strategies to solve real world problems. She leads a talented team of world-class writers, designers and content strategists that believe in the power of words.

CLAIRE BAZLEY

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Claire Bazley has enjoyed over ten years of data-driven marketing roles and results. Beginning her career in marketing analytics, she quickly found her passion working alongside Fortune 500 companies by translating complex business problems into clear insights and measured outcomes. Claire currently supports the team at Bright Light Content & Strategy with B2B lead generation campaigns powered by marketing automation and CRM solutions.

PLENARY PANELISTS - THE PRACTICE OF LAW & THE FUTURE OF TECH

RIO PETERSON, Moderator

Legal tech trends, smart contracts, ai, blockchain

Rio Peterson joined Clio in 2017, initially as a member of Clio’s award-winning Customer

Support team. After gaining in-depth knowledge of Clio’s products and customers, Rio took the

stage to speak at the 2018 Clio Cloud Conference. 


Now in her role as Clio’s Affinity Program Coordinator, Rio works to build and foster relationships with legal associations. She is passionate about helping legal professionals succeed, and harnessing the power of data to

foster collaboration across the industry. In her free time she knits, hikes with her dog, Olive, and watches horror movies. (Olive sometimes watches horror movies with Rio, but isn’t very into knitting.)


Visit Clio

AMY TER HAAR, LL.B., LL.M.

Amy ter Haar  Blockchain law hackathons entrapreneur

Amy ter Haar is a multi-passionate entrepreneur and trusted advisor with experience in the legal, business and technology sectors. Amy is the founder of Global Blockchain Consultants which serves established firms, companies and organizations across all sectors. She sits on the board of Blockchain Canada and has published many articles, most recently contributing to A Practical Guide to Blockchains, Smart Contracts and the Law published by LexisNexis. Passionate about the growth of leading organizations and supporting local community development, such as Toronto Legal Hackers


Amy excels at connecting people, projects and possibilities. She produces the podcast Strictly Legal, is an associate at the Creative Destruction Lab, sits on the advisory committee of Globalive Technology Partners, develops curriculum for Osgoode Professional Development, is an adjunct professor at Osgoode Hall Law School and a doctoral student at Western University.


You can follow Amy at @amyterharr

AILEEN SCHULTZ

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Aileen is a Toronto based award winning business strategist with a global footprint, and a passion for creating better systems for exponential growth. She has a background in research, marketing, and digital strategy, having worked with SME's across several sectors, with a particular focus in legal innovation. She is a co-founder of the Global Legal Hackathon, and Founder of the World Legal Summit; initiatives focused on bringing legal and technology sectors together in collaborative efforts toward legal transformation. 


Follow Aileen at  @CopyPurest 

COLIN LACHANCE

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Colin's professional focus is driving competition and innovation in North American legal information and technology markets as CEO of vLex Canada and interim GM of North America for global legal intelligence company, vLex.  


Colin co-founded what is now vLex Canada in late 2016 after acquiring and reinvigorating the assets of venerable Canadian legal publisher Maritime Law Book as that company shut down following 48 years of operations. In 2018 vLex Canada was selected by the Government of Canada as a qualified supplier of artificial intelligence services to the federal government. A now non-practising lawyer, Colin is also a frequent speaker, writer and business advisor on legal info and legal tech matters, and was formerly President and CEO of the Canadian Legal Information Institute (CanLII), a role he held from 2011 to 2015. 


The easiest place to find him is on Twitter @colinlachance

FOLA'S MAY 2019 SPONSORS

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TITLE SPONSOR

 LAWPRO provides professional liability insurance in Ontario and title insurance across Canada. It also insures law firms under its optional excess insurance.


Cost-effective professional liability insurance, expert claims administration, and proactive risk management initiatives are the core of our operation.

CLIO  - software for legal practice management

WEDNESDAY DINNER SPONSOR

Founded in 2008, Clio empowers law firms to be client-centered and firm-focused. Offering legal practice management software, client intake and legal CRM software, and the largest app ecosystem on the market, Clio's product suite is trusted by 150,000 legal professionals and approved by over 65 bar associations and law societies, globally. 


Learn more at clio.com and follow them on Twitter at @goclio

Law Society of Ontario

THURSDAY DINNER SPONSOR

The Law Society of Ontario governs Ontario’s lawyers and paralegals in the public interest by ensuring that the people of Ontario are served by lawyers and paralegals who meet high standards of learning, competence and professional conduct.


The Law Society regulates, licenses and disciplines Ontario’s more than 50,000 lawyers and over 8,000 licensed paralegals pursuant to the Law Society Act and the Law Society's rules, regulations and guidelines. 

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PANELS SPONSOR

CPDonline.ca is the leading provider of on-demand CPD Videos for lawyers.


CPDonline.ca is offering Ontario law association members a calendar year subscription to access any and all videos for only $199.50 + HST. This is 50% off the regular subscription price. Their video library is extensive and includes hundreds of hours of programming from a variety of law associations covering a large variety of practice areas with both professionalism and substantive content.

financial solutions exclusively for lawyers, their families and employees

PANELS SPONSOR

Lawyers Financial is a brand of The Canadian Bar Insurance Association (CBIA). Providing a comprehensive suite of financial solutions exclusively for lawyers, their families and employees is all we do. Being not-for-profit, we measure success in satisfied clients, not dollars. No matter the situation, we can help you to be ready.

making legal research smarter and easier

PANELS SPONSOR

Loom Analytics is a Toronto based data analytics company that builds SaaS platforms for the legal and insurance sectors.  Their Court Analytics platform provides intelligence from Canadian case law, including outcomes and damage awards, by judges, counsel, case type and motion or trial.  It allows you to anticipate outcomes for new litigation, as well as litigation history for clients for business development.   

Law Firm Marketing, Websites, Branding 
Search Engine Optimization (SEO)
Legal Blogs
Sales

PANELS SPONSOR

Since 2005, The Legal A Team has been delivering Relentless Results™ to lawyers and law firms across Canada and the U.S. We specialize in law firm marketing, law firm business development, law firm branding, law firm public relations, websites for law firms, and organic Search Engine Optimization (SEO).  Learn more at  www.TheLegalATeam.com  

travel & tours around the world -luxury

PANELS SPONSOR

As the world's largest private education company, EF Go Ahead Tours knows that travel is the best way to learn about the world. With over 50 years of experience and a rich network of local experts, their tours make it easy to get to the heart of a destination.   


FOLA is proud to partner with GoAhead to be able to offer custom tours.  Learn more at:  https://grouptoursite.ca/fola 

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PANELS SPONSOR

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Visit LegalLine.ca

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PARTNERS SPONSOR

For only $59 per month, vLex Canada Premium provides highly personalized access to edited and raw caselaw and the Canadian Legal Bookshelf, which includes the full Maritime Law Book (MLB) collection and a curated selection from the Essentials of Canadian Law Series published by Irwin Law, all using powerful tools and advanced technologies to deliver topical search, intelligent recommendations and a visual history graph. 


Learn more here.