Critical Insights on Legal Spend: Budgeting & Resource Allocation Series

We invite all legal, risk, and compliance professionals to a practical training series, offered in partnership with LexisNexis Canada, focused on building out the business case for a well-resourced in-house legal department that is appropriately equipped to meet your entity’s compliance, governance and risk objectives in 2022-2023 and beyond.

In this three-part series, LexisNexis Canada joins CCCA members to offer lessons and insights on revisioning the legal department as a value centre, rather than a cost centre. Sessions will focus on:

  1. Developing key metrics for documenting and reporting legal department value;
  2. Strategies to improve cost transparency, decision making and value in procurement of external counsel services and legal technology products; and
  3. Best practices to build a legal department budget that will equip your team to lead confidently in Canada’s current turbulent risk landscape.

This on-demand series is free for members.

This PDF outlines the accredition information for the series.

Registration

Click on the bundle link below to register. If you wish to register for an individual session only, you can select it from the bundle registration page.

CRITICAL INSIGHTS ON LEGAL SPEND: WEBINAR SERIES (bundle)
Session 1 – Resourcing the In-House Legal Department for 2023: Positioning Legal as an Asset, Not a Cost Centre
Session 2 – Resourcing the In-House Legal Department for 2023: Optimizing Legal Department Spending Practices Amid Rising Corporate Legal Workloads
Session 3 – Resourcing the In-House Legal Department for 2023: Legal Budget Teardown

Webinar Descriptions

Session 1 – Resourcing the In-House Legal Department for 2023: Positioning Legal as an Asset, Not a Cost Centre

In this introductory session, our expert panel will discuss:

  • Key economic indicators for fall 2022 and 2023 
  • Overview of the budget cycle and resource allocation process
  • Metrics beyond headcount and billable hours: different measures of spend – KPIs, external benchmarks (includes the Measuring Performance Metrics Checklist!)
  • Capturing and operationalizing internal client feedback to demonstrate value   
  • Demonstrating value through risk management and avoided claims costs 
  • Building a business case to invest in tech with the LexisNexis Return-on-Investment Calculator

Speakers:

  • Moderator: Juliana Saxberg, Practice Area Consultant, LexisNexis Canada, Corporate, Government and Academic Segment 
  • Rustam Juma, General Counsel, Corporate Secretary and Privacy Officer, Eckler Ltd. 
  • Joe Milstone, Co-Founder, Owner and Director at Caravel Law; Founder and Principal at Legalyze Operations
  • Heidi Schedler, General Counsel, Halifax Water

Session 2 – Resourcing the In-House Legal Department for 2023: Optimizing Legal Department Spending Practices Amid Rising Corporate Legal Workloads 

Optimizing legal department spending practices amid rising corporate legal workloads: our best tips!

  • Professional Responsibility and Governance for In-House Legal Teams
    • Maximizing resources, minimizing conflicts
    • Two key policies every in-house legal team should have in place:
      • Legal Department Service
      • External Counsel Guidelines
  • Best practices for legal operations procurement and outsourcing  
  • Tech solutions that can reduce spend on headcount and external counsel
  • Measuring and reporting return on investment for legal operations and legal technology

Speakers:

  • Moderator: Juliana Saxberg, Practice Area Consultant, LexisNexis Canada, Corporate, Government and Academic Segment 
  • Robert A. Balcom, General Counsel, Wittington Investments Limited
  • Melissa LaFlair, Director of Legal Operations, Workplace Safety and Insurance Board
  • Joe Milstone, Co-Founder, Owner and Director at Caravel Law; Founder and Principal at Legalyze Operations

Session 3 – Resourcing the In-House Legal Department for 2023: Legal Budget Teardown 

In this practical, hands-on session, our panel of in-house counsel will work through an actual budget worksheet to show you how it is done, allowing you an exclusive, insider view of the budget creation process. You can operationalize your learning from all three sessions by following along with your own worksheet and interacting with the panel.

  • Tools provided: original, exclusive briefing note; checklist; worksheet; model budget proposal; model legal department budget and year-end presentation; the ROI calculator

Speakers:

  • Moderator: Juliana Saxberg, Practice Area Consultant, LexisNexis Canada, Corporate, Government and Academic Segment 
  • Justin Leveille, Solutions Specialist, LexisNexis Canada
  • Nidhi Punyarthi, City Solicitor and Director of Legal Services, City of Niagara Falls