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Legal Design and Regulatory Compliance with the Lawyers Design School – Our Good Morning/Afternoon Chat (depending on your time zone)

How luck am I? I got to start off my morning speaking with Legal Design great, Hannele Korhonen. Even though it was the morning in Ontario (the afternoon for Hannele in Finland), our discussion about Legal Design and how it can be effectively used in regulatory Compliance was anything but a “snoozefest”.   Check out

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Compliance Training Video For Firms (Animated) – CSA’s Amendments to Older and Vulnerable Clients

In July 2021, the CSA published Notice of Amendments to NI 31-103 and the Companion Policy entitled Registration Requirements, Exemptions and Ongoing Registrant Obligations to Enhance Protection of Older and Vulnerable Clients. These amendments were adopted by IIROC and the MFDA (jointly CIRO). This is an excerpt from a 30+ minute Compliance Training video created

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"Suit"ability - Get it?

Compliance Training Video For Firms (Illustrated) – CSA’s Client Focused Reforms on Know-Your-Client, Know-Your-Product and Suitability

https://vimeo.com/713449767?share=copy
CSA’s Client Focused Reforms on Suitability, Know-Your-Client, Know-Your-Product – How these Regulatory Obligations “Fit” Together.

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Wellness in the Legal Profession and How to Re-Charge: Two Highly Recommended Hikes in the Pyrenees

Wellness in the Legal Profession The Canadian Bar Association recently published a spotlight on wellness in the legal profession addressing a National Study about burnout. To combat stressors in the legal profession, the study published by Sherbrooke University, states that, “[m]ost people are aware that the elements of a healthy lifestyle—such as a nutritious diet,

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