The Law Office Management Association (TLOMA) upcoming events

Matter Mobility: Where Records Management Meets Facilities, Cost, and Client Service (November 04, 2026)

Wed, 04 Nov 2026 16:00:00 GMT

Matter mobility isn’t just “going digital.” It’s the ability to move a matter through intake, active work, collaboration, storage, and disposition—without losing control of records, retention, or cost.

This session connects RM decisions to facilities and operational economics: onsite/offsite storage reduction, disciplined retention schedules, and modernized intake workflows.

We’ll show how firms use retention, digitization, and records centers to reduce friction while protecting defensibility and compliance.

SPEAKER

Richard Freeman

Portfolio Manager

Ricoh Canada Inc.

Richard Freeman is Business Portfolio Manager for Enterprise Workflow Solutions at Ricoh Canada. He brings more than thirty years of experience in enterprise technology, including fifteen years advising organizations on information governance, privacy, security, compliance and process design. His work and writing reflect a consistent perspective: technology enables change, but management determines whether it succeeds through decisions about authoritative information, retention and process ownership. Matter mobility puts those decisions to the test. When a lawyer, client or practice group moves, the matter must move with its records, obligations, and history intact. Richard will examine how law firms can make that transition defensible, efficient, and repeatable.

Data provenance and traceability: Building trust in a high-velocity data environment (November 12, 2026)

Thu, 12 Nov 2026 15:00:00 GMT

ILTA Masterclass:

Law firms increasingly rely on analytics, AI-assisted drafting, collaborative platforms, and cross-border data flows. As information moves across systems and jurisdictions, questions of origin, transformation, and access become central to both compliance and client confidence.

This session examines how CIOs can embed data provenance and traceability into governance frameworks to create verifiable trust.

We will cover:

Establishing and maintaining reliable data lineage
Capturing transformation history across systems
Strengthening audit trails and access transparency
Managing third-party and cross-platform data exchange
Supporting regulatory, litigation, and client audit demands
Using metadata strategically to demonstrate control

Traceability is no longer a technical afterthought. It is a strategic requirement that supports defensibility, regulatory confidence, and the firm’s reputation for data integrity.

This is the fifth webinar in a 5 part series that explores how information governance provides the structure CIOs need to manage growing data volumes, reduce risk exposure, and support innovation across the firm.

To find information on the other sessions, click here:

REGISTRATION INSTRUCTIONS

From Benefits to Better Outcomes: Practical Actions for Plan Design, Communication & Employee Well-Being (November 17, 2026)

Tue, 17 Nov 2026 16:00:00 GMT

Is your firm's benefits and wellness program delivering the results that matter most to your employees and your law firms?

Moving beyond industry trends, this session will explore three key factors that influence the success of your benefits and wellness program: plan design, communication, and employee well-being.

You'll leave with a personalized three-step action plan, identifying a meaningful improvement in each area that you can take back to your firm to help you evaluate what's working, identify opportunities for improvement, and make meaningful changes.

SPEAKER

Roger Thorpe

President

Thorpe Benefits

Roger Thorpe is President of Thorpe Benefits, an integrated benefits and wellness consulting company based in Toronto since 1982.

Having joined the firm in 1997 and later acquiring ownership of the company in 2005, Roger has built a team of senior consultants that understand Group Benefits inside out. Customized solutions are cost-effective, incorporate Wellness and are designed to promote employee health, maintain employee loyalty, increase retention and enhance a company’s culture and overall appeal.

With deep insight into employee benefits, Roger has chosen to challenge existing benefits consulting models. Full transparency of fees and measured delivery of service is backed by a signed Service Agreement with clients. Thorpe Benefits is changing the "old-school" broker model where commissions are hidden and service is reactive.

Roger is passionate about high performance living where training and improvement never stops.

TLOMA Technology SIG (December 02, 2026)

Wed, 02 Dec 2026 16:00:00 GMT

Stay tuned for details!

Full event details will be announced soon. In the meantime, reserve your spot today to secure your registration ahead of the deadline! This session is designed for legal management professionals looking to stay ahead of industry trends, and members are encouraged to invite firm colleagues or prospective members who would benefit from attending.

SPEAKER

Adrian Scutti

CEO & Owner

LawStream by Streamline IT

Growing up in a family that owned a small business, Adrian noticed a challenge they faced. Although, their company relied on computers, his parents were experts in their trade, not technology. They were too small to have an ‘IT guy’ on staff, so, they managed on their own. When things broke, work ground to a halt and they called in an expert to fix it. It was a constant struggle. Adrian imagined that other small businesses must have the same issue and he knew there had to be a better way. After receiving education in programming and networking, Adrian founded Streamline IT. His vision was to simplify and manage IT for small businesses.

Today, Adrian’s IT company has grown to a team of over a dozen technicians. Even as the business grew, he was determined to keep the “local IT guy” customer experience while building a team with deep expertise. He passed on his vision to each new employee. As a result, personalized and attentive service has become a hallmark of their Streamline.

While managing IT for clients in the legal community, Adrian noticed that law firms faced unique IT challenges. He wanted to provide a customized experience for law firms, and, developed LawStream in 2022.

When not in front a computer, Adrian can be found doing building and renovation projects at home. He enjoys camping, travelling and playing board games with his wife, Melanie, and their two children. He loves a good game of chess with a glass of Scotch.