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May, 2019
TLOMA 2019 Conference Leaderboard
May, 2019 | Article

TLOMA 2019 Conference - Early Bird Deadline - May 31, 2019

REGISTER NOW!

 

The annual TLOMA 2019 Conference & Trade Show is the leading opportunity for legal management professionals to hear from industry experts, learn the latest in legal management products and services and network with old and new colleagues.

Conference topics include:

  • Opening Keynote: Breaking Busy – Energy and Resilience in Crazy Times by Linda Edgecombe
  • Building the Blueprint - Mission, Vision, Values
  • Panel Discussion on Latest Trends in People Management
  • Finance Transformation: Understanding Opportunities, Trends and How to Propel your Organization Forward 
  • The Language of Leadership
  • Mastering Executive and Leadership Presence
  • Panel Discussion on Latest Trends in Technology
  • Dispelling Myths about "Ergonomic Furniture"                  
  • Embracing Your Personality Temperament to Lead Accordingly
  • Closing Keynote: Making Sense of Mindfulness by Keith Macpherson 
     

Visit our website to view the full agenda, meet our speakers and register now!

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May, 2019 | Presidents Message

Presidents Message - May, 2019

Harris, Pam 1nov17
Author Pamela Harris

Acceptance

As we move through life and have more experiences, we begin to understand why desiring something else; something out of our control causes more pain than accepting it.  In many cases, we have a choice. We can either accept or reject, and much of the time rejecting does not change our reality, it just causes us pain.

When you accept the reality it does not mean you have to like, want, choose or support it. When you allow acceptance, you are letting it be what you cannot change in that very moment. You are giving permission to be as you are, feel what you feel, or have experienced what you have experienced without creating unproductive shame or anxiety.

Acceptance is an active process that must be practiced consciously. It requires effort and can be frustrating at times. Every time you practice acceptance toward something, it will become easier in the future.

It takes great courage and intention to accept the current state and when you do, it makes figuring out what can be done to make change a lot easier and you will be able to think more clearly.

If we apply this to a work example, no doubt you have had the partners or executive turn down a recommendation or proposal that you have worked very hard on.  You are positive it is what is best for the firm.  I tell myself that NO simply means not now.  If your recommendation or proposal truly is what is best for the firm, it will eventually happen and should not be forgotten. The timing was just not right.

Acceptance can be practiced in all areas of your life; toward your current experience or reality, other's beliefs or ideas, your appearance, your emotions, your health, your past, your thoughts, or other individuals to name a few.

The Board has been practicing acceptance as it relates to things we cannot change in this moment.  However, the Board is also practicing the ‘not now’ mantra if the opportunity is not appearing at the right time.  For TLOMA to continue to grow and prosper, we need leaders to continue to innovate.  I encourage you to consider how you can contribute to TLOMA by either putting your name forward to sit on the Nominating Committee or for one of our upcoming Board or SIG Leader vacancies.

Also, I hope you haven’t missed another great networking and educational opportunity that is just around the corner. The Conference Committee recently completed the Program-At-A-Glance.  Please take some time to review it, so you can plan your conference experience.  The Early Bird Deadline is May 31.

Lastly, I hope to see everyone at our Networking Event scheduled for June 7. I accept if the weather will not be ideal, but I hope it will be better than okay.

Pamela Harris,
TLOMA 2019 President

Pam has been working at Oatley Vigmond LLP since 1989 and is currently the Director of Administration and Planning.  In this role, Pam has the privilege of working with an amazing group of partners, lawyers and peers.  Pam helps focus their time and energy on the priorities that improve how they do business, provide the best level of service to their clients and create a better experience for their employees. 

Pam values continuous learning while looking at things differently, to find the opportunities when no one else sees them. 

Pam believes that strong continuous learning skills are required to successfully adapt to changing work and life demands.  Pam applies continuous learning in the workplace by viewing all experiences as potential learning and re-examining assumptions, values, methods, policies and practices. 

Pam has been a member of TLOMA since 1996 and held the Board position of Human Resources Special Interest Group Leader from 2015 until 2016, Vice President in 2018 and is the current 2019 President.

May, 2019 | Article

How to Fix the #1 Complaint from Workplace Teams

C. Nadeau-O'Shea Article
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Edgecombe, Linda 26feb19
Author Linda Edgecombe 2019 TLOMA Conference Keynote Speaker

For the past 25 years I have worked with business teams, trying to figure out what is getting in the way from them showing up as the best version of themselves. What needs to change in order for us to do the work we love and feel like we are making progress and having an effect on the outcomes we seek? And quite simply, the number one complaint that surfaces over and over and over again is ‘How can we improve how we communicate?’ How can we build better relationships with the people we literally spend the most time with, our co-workers?’

Communication is something we do reflexively — like breathing. We talk to our spouses, kids and friends without giving much thought to how we’re doing it. It might seem easy, but communicating effectively actually takes quite a bit of finesse. Choosing the right words, listening with our minds instead of just our ears, and getting our message across are skills that we all need to work on. This means across all ways you communicate in your place of work.

When you think about your current workplace, I’d like you to rate your team out of (/10). Zero means you think the lines of communication in your workplace are crap and a 10 means everyone works daily at improving how we receive and deliver ideas, thoughts and decisions. And if you scored less than 7/10 the following tips are for you.

1. Listening

If you do nothing else on this list but this one, your ability to make your workplace and the Relationships with in it, better immediately.

Being a good listener is one of the best ways to be a good communicator. No one likes communicating with someone who only cares about putting in her two cents and does not take the time to listen to the other person. If you’re not a good listener, it’s going to be hard to comprehend what you’re being asked to do.

Take the time to practice active listening. Active listening involves paying close attention to what the other person is saying, asking clarifying questions, and rephrasing what the person says to ensure understanding (“So, what you’re saying is…”). Through active listening, you can better understand what the other person is trying to say, and can respond appropriately.

2. Can I give you Some Feedback

No employee wants to exist in a vacuum. Whether they’re working tirelessly to get projects done or slacking off, your workers need to know that you recognize and appreciate their efforts — or expect them to work harder.

You don’t have to hold regular meetings to share feedback, although that’s one way to do it. There are many other ways to let your employees know what you’re thinking — through e-mail, phone calls, or a brief status update a couple of mornings a week.

When you do give feedback, make sure it’s as clear and detailed as possible. Try to offer solutions if there is a problem. For example, don’t just say, “You aren’t putting in enough effort.” Instead say, “When you are late 3 weeks in a row filing your budget reports, it gives me the sense that you don’t have enough time invested in your accounting procedures. Can you let me know why you’ve been late and how we might help you get back on track with these reports?”

Don’t forget to give positive feedback, too. Praise and recognition make employees feel important, which motivates them further. Take your team out to lunch to celebrate a sales milestone, give key employees gift certificates to say thanks for a job well done, or just tell them, “You did a great job on that presentation. Good work.”

3. Revive the Lost Art of a Conversation

Since the late 1990s, companies have become dependent on e-mail as their primary connection with outside clients and colleagues. They even prefer e-mail for internal communications (which means employees sitting just a cubicle-length apart are writing to, rather than talking to one another). We’ve become so reliant on our computers and smartphones that we’ve neglected the art of conversation.

Technology is wonderful for improving speed, but it can have a detrimental effect on personal relationships. How many times have you sent an e-mail with the best intentions, only to have its message misconstrued on the other end? A short response sent in haste can easily be misinterpreted as a lack of care — or worse, as a sign that you’re angry.

The majority of meaning construed in conversation comes not from the words themselves, but from the speakers’ facial expressions and body language. Take gestures and smiles out of the equation, and recipients can easily get the wrong idea, especially when the sender isn’t that great at forming sentences. “Sup?”

There’s a cure for technology overload: Pick up the phone once in a while and make a call. Better yet, take a little walk across the office and talk to your co-workers face-to-face.

4. Save your Workplace Relationships and handle Conflict with Diplomacy

Put a group of different personalities in the same room for 8 hours a day, 5 days a week, add the stress of multiple deadlines, and you’ve got a recipe for conflict. No matter how well intentioned and intellectually compatible the group of people you’ve hired may be, inevitably you’re going to have squabbles over who jammed up the copier or accidentally deleted a co-worker’s file. Did you know that the Navy Seals have a policy that when they have meetings? The policy is: “Everyone sits where ever they want.” Regardless of rank. They simply will not put up with anyone acting like a jerk. I LOVE that!

Most minor issues will blow over on their own, but a few can turn into major disputes. Some office arguments can be serious enough to prompt legal action.

To prevent small conflicts from exploding into major crises, nip issues in the bud right away. Let employees/ team mates know from the start that your door is always open. Encourage them to come to you by creating a safe environment in which they feel comfortable honestly and openly voicing their frustrations. All conversations held in your office should remain completely confidential.

When you respond to conflicts, do so with an open mind and a nonjudgmental approach. That means absolutely no personal attacks. By asking questions and really listening to the responses so you understand how each person in the dispute feels. And help your team come to a compromised resolution.

If all of the above seems overwhelming, then ask your team, how they would like to improve communications in all levels and come up with a few strategies that you all as a team can work on.

Here’s to getting to a 10/10 in the area of Communications and Effective Relationships at Work.

As an award winning Celebrity Humorist Speaker, Trainer and Consultant for the past 25 years, Linda’s footprint is seen and experienced around the world.  Her mission is to get people Fired up and Ready to Shift or Get off the Pot!

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May, 2019 | Article

Building a Successful Law Firm Part One: Practice Management

Industry Alginment
TLOMA 2019 Conference HalfPage
Author Law Firm Leadership Alliance (LFLA)

Following the introduction in our last article, these 4 key areas of Building a Successful Law Firm include:


  • Practice Management
  • Administrative Management
  • Financial Management                                           
  • Business Development 
 

We begin with: Practice Management (Efficiency/Quality Control/Profitability)

Practice Management is, essentially, the effective and efficient delivery of legal services.  From our experience, effective delivery of legal services is all about the quality or results of services provided to the client as defined by the client’s successful outcome. Efficient delivery of legal services targets cost effectiveness. With billable time defining cost in most firms, essentially, anything that saves time is cost effective.

Alternatively, in the absence of any practice management, there is large amounts of time given over to information entry and searching as individuals look for information (paper files, lawyer calendars, email inbox, online research, electronic documents, the “right” precedent, etc.). Delays erode value to the client, reduce time for business related activities, result in frustration and strained productivity among lawyers and support staff. That costs the firm and your clients money.

Identifying the major elements of a practice, we discover the following roadblocks to delivering effective and efficient legal services. These nine areas result in time delays, either requiring individuals to complete processes manually, or in delays related to information retrieval or access.

  • Client / Conflict Management: Manually tracked email, spreadsheets, and paper files.
  • Scheduling: Manually by electronic or paper calendars.
  • Time Tracking: Manually tracked and/or standalone time tracking tool used.
  • Billing: Manual data entry of client and time information and/or a standalone billing tool for generation of invoices.
  • Account reconciliation: Manual reconciliation requiring spreadsheets or dedicated accounting tool.
  • Matter Management: Paper files maintained on site or physical storage provider, documents stored on lawyer desktops or in shared folder.
  • Collaboration: Email or paper documents, in person meetings, teaming.
  • Remote Access: VPN, remote desktop, or remote email client Cloud file share.

Set your focus on improved file organization. Create standards for both paper and computer files from client intake to closed file and beyond; assist your professionals to better manage their time, collaborate more efficiently with others internally and with clients; leverage the available, wide-range of IT solutions and new technologies.  Create improved integration of business needs, workflow of process automation, document assembly, and data analytics.

Identifying issues and providing solutions is easy in the absence of a firm’s internal challenges. We know and recognize, from experience, the kinds of challenges law firms of all sizes experience. Do budgetary constraints and buy-in for initiatives ring a bell?

Even if your firm is not facing upheaval caused by lawyer departures or declining client relationships, you will encounter other transitional events. You are not alone.

Evaluating the Impact of Practice Management 

We know your bottom-line counts. Track your costs of practice management. Build a business case using these 5 main areas:

  • Lawyer time: Potential billable time lost to administrative activities and information retrieval.
  • Support Time: Capacity to complete projects.
  • Direct Costs of Physical File Storage: Printing requirements, office space required for files and need for 3rd party storage,  real estate costs, and fees charged by 3rd party providers.
  • Direct costs of on-premises IT: Investment of servers, fixed storage limitations and maintenance and repair.
  • Risk: Scheduling errors, loss of misplaced files/documents, mistakes in conflict checks and law society compliance, errors in account management.

So where do you start to improve practice management?

You start by answering the following questions:

1. Which processes contribute the firm’s largest pain points?

2. Do those pain points weigh more heavily on lawyers or support staff time?

3. To what extent does the firm suffer sunk costs or sacrificed revenue opportunities resulting from current processes?

4. What additional costs and limitations are imposed by the firm’s current IT infrastructure or remote access capabilities?

5. What professional responsibility and data security risks do the firm’s current and proposed solutions impose?

6. What are the expected costs imposed by the solution considered?

Success involves implementing new approaches and strategies. And to do that, it starts at and from the top. It is law firm leadership that makes the difference and can set a firm apart from its competition. If you can’t answer the questions above on your own, fine, build a team of other professionals around you that can or will.

Stay tuned as next time we delve into Administrative Management.

As the newly formed Law Firm Leadership Alliance, (LFLA), Gary Mitchell, Lisa Dawson, and Mayur Gadhia, have come together to collaborate on behalf of law firm leaders and law firms across Canada. 

Gary Mitchell is a seasoned business coach serving the legal industry since 2005. He has two books published with Carswell and writes a monthly column for The Lawyers Daily. gary@ontraccoach.com

Lisa Dawson has been serving the Vancouver legal industry since 1995 in the area of office operations. Her passion for success at, all levels in a law firm, results in business improvement. She welcomes new challenges at ljdmanagement@shaw.ca.

Mayur Gadhia, CPA, CA, is the Founder of CloudAct CPA Professional Corporation, a Toronto based firm providing taxation, accounting and business advisory services to lawyers and law firms. mayur@cloudact.ca.

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May, 2019 | Article

Is Your Coffee Habit Stealing Away Your Future?

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Porter, Jackie 20mar19
Author Jackie Porter

On any given day, you might find Lisa lined up at the Starbucks counter getting her coffee. She has even been late for work because of her coffee run, probably because the Starbucks is a bit out of her way; it’s 10 minutes from home in a very busy corner that rarely has parking available. So, Lisa risks parking illegally and has gotten a ticket in the past in order to get her daily coffee fix.

Truth is, Lisa has never contemplated what her coffee habit is costing her. She loves the Starbucks brand and feels that somehow it symbolizes her moving up in her life and career.  Especially because she is frustrated with how her ACTUAL life is going. By now, she thought she would be a partner at the law firm she works for. Instead, she is still working as an associate and not earning what she really needs to support her lifestyle. As a result, Lisa is still saddled with school and credit card debt and cannot afford to put any money away for the future. The prospect of living like this depresses her and with her growing debt, she feels powerless on how she can ever plan for her future.

Lisa is not alone in how she approaches her finances. Many women tell me they would rather go shopping, or stick pins in their eyes, than deal with the prospect of planning for their future. All too often it is that sense of being overwhelmed that makes them want to avoid the subject altogether. A part of it has to do with just not feeling knowledgeable about their finances, or they lack confidence that they will ever be able to get a handle on their finances. They tell me they feel a lot of anxiety about their future. The idea of taking a hard look at expenses and where money is going is daunting to most.

It doesn’t have to be this way. As women, we have a lot to be proud of when it comes to our finances. Currently, women control 33 percent of North America's wealth, and this number is increasing by 8 percent per year. This adds up to about 2.2 trillion of personal financial assets today.  Also, a woman's earnings now make up for 47 percent of the family income, almost double the share seen in the 1970s. Clearly, there is still a long way to go when it comes to closing the earnings and wealth gap, but the good news is we are well on our way. Women, like Lisa, need to take charge of the future life they want to have and be prepared to have a frank conversation about money with themselves, and their loved ones.

Women tell me more than anything they want to know they are going to be okay in the future - no matter what happens.

Here are my Top 5 takeaways on what you can do to build your financial fortress now:

1. Be INTENTIONAL about your future so you can avoid UNINTENDED CONSEQUENCES.
The key to building a secure financial fortress is by documenting the goals you want to accomplish in the future. It is not enough to think about it, you have to see it on paper in order to work toward it.

2. Know Your Numbers. 
How much tax are you paying?  Before you can accomplish any goal, you need to know where you are now, so take stock of your numbers. Ask yourself, “on average how much tax am I paying as a percentage of my income?” Hint: Divide your taxes payable by your income to get your tax rate. By looking at strategies on how to pay less tax you can give yourself a raise by reducing your taxes payable.

3. How much of your income is being used to service debt?
Remember the lower you can pay in interest, the sooner you will pay off debt as more of your money is being used to pay the principal owing on the debt. Having a lower interest rate will likely mean your monthly servicing costs for the debt will go down as well.

4. Pay attention to your Spending.  
Is money leaking out of your pocket that could be redirected to some of your future plans like saving for a home, retirement or an emergency fund? Is that Starbucks run worth it if its robbing you of a more secure financial future? Pay attention to where your money is going and make INFORMED spending decisions.

5. Don’t Just Save - Invest! 
Women live four years longer than men and are three times more likely than men to take time off to care for others. We really need our capital to grow so it can last us for as long as possible. Investing our money means we are giving our money more opportunity to grow. Money that is simply saved will likely be worth not much more than it is now… WE CANNOT AFFORD THAT!

Embrace taking control of your financial future! I promise you, it's worth the effort. At the end of the day, building your financial fortress is a skill and, like any skill, it just takes practice. Ladies, “You got this.”

Jackie Porter is an award-winning Certified Financial Planner who has been in the financial industry for the past 20 years serving thousands of families, established businesses and professionals in the Greater Toronto Area.   She is also a featured speaker and advocate for numerous corporate, professional and charitable organizations.   Jackie has learned from personal experience about being financially resilient.  She shares her journey on how she created a 7-figure net worth out of very humble beginnings and helps others to build a financial fortress in this day of uncertainty by learning the basics of real wealth.   For more information about Jackie and her services visit AskJackie.ca.
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May, 2019 | Member Spotlight

Business Partner Spotlight - Vertex Solutions Corporation

Business Partner Spotlight
Sanders, Tyler - 2024
Author Tyler Sanders

Name of Organization / Company: Vertex Solutions Corporation

Organization / Company Overview

Expertise & Growth: Vertex are experts in providing IT solutions and services to Law Firms. Our primary focus is on reducing risk while increasing uptime, productivity and improving the overall IT stability within a firm. Our role is to make firms more profitable by stabilizing their IT infrastructures and helping them adopt new technologies to improve efficiencies.

We have been in business for 11-years but things really took off for us in the last 4-years after undergoing a company rebuild and putting together a team of A players. We provide IT Managed Services to over 30 firms in the GTA.

Service Overview: Vertex provides IT Managed Services, Cloud Services and Security Services to Law Firms. We are certified and/or experienced with all of the main legal specific software solutions. Our huge focus now is on IT Security for Law Firms to help protect against cyber threats and crimes.

How many years have you been a Business Partner of TLOMA? 9 Years.

What has been your partnership experience with TLOMA over the years? Fantastic! We have met so many great people over the years and had so many good times at the annual conferences.

Favorite TLOMA memory? TLOMA 2017 Halloween party. It was fun to get dressed up and I think made for a great atmosphere where everyone could take their guard down and just have fun.

Where was the last place you vacationed? Travelling is my biggest passion as it is for my wife and 2 kids. The last place we went was Aruba.

What is your favorite book? I love business books. Traction has to be my favorite as it played a pivotal role in our companies growth.

What is your favorite comfort food? Pizza.

What is your favorite sports team? Toronto Maple Leafs.

What are your favorite hobbies? Snowboarding, wake surfing, travelling and coaching my 9-year old sons rep hockey team.

If you were able to start a blog, what would it be about? Hockey.

Name one thing you can't live without? My family.

Describe your ideal vacation – A trip to Bali, Indonesia with my family.

You have been gifted with $10,000 …. the only catch is you have to spend it all within 24 hours… you can't use it to pay bills. What does your 24 hours spending spree include? Easy, 15 minutes at Harry Rosen on clothes.

 
May, 2019 | Movers and Shakers
TLOMA - Get Involved HalfPage
Movers and Shakers

New Members

Amita Bhika

HR Advisor

WeirFoulds LLP

Sandra Dragone

Facilities Manager

Loopstra Nixon LLP

Belinda Fallavollita

Director of Technology

Loopstra Nixon LLP

Dominique Fernandes

Senior Manager, Legal Operations

Deloitte Legal Canada LLP

Eleni Makris

Office Manager

Smockum Zarnett LLP

Samantha Scimmi

HR & Marketing Manager

Loopstra Nixon LLP

Moved

Kylie Aramini

Business Development Manager, Business Development

Baker McKenzie LLP

Pat Carrano

Chief Financial Officer

Loopstra Nixon LLP

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