Osler By Request – CPD programs for in-house teams

Osler offers a wide range of CPD programs to help larger in-house legal teams fulfill professional development requirements, including professionalism and substantive credits. Our flexible Osler By Request CPD programs can be customized to your team’s specific interests and needs, and delivered at a time that is convenient for you.

Osler offers a range of CPD and CLE programs each year to help in-house counsel meet annual professionalism credit requirements. Our programs for Legal Departments are organized by four key areas:

  • Risk Management and Crisis Response 
  • Ethics and Professional Responsibility
  • Practice Management
  • Business Leadership

We also offer programs on current substantive topics and trends in Canadian business law. Please see our Substantive Credits section.

If three or more smaller teams are interested in a certain program, we can run that program at our location for the interested parties. 

To discuss organizing a program for your team, please contact the Osler partner you work with or Lori Gauld, Director, Learning Initiatives (professionaldevelopment@osler.com).

Risk Management and Crisis Response

Risk Management and Crisis Response

1.0 hour Professionalism

Increasingly, corporations face an assortment of challenges that expose them and their officers and directors to litigation, regulatory, reputational and other risks. It often falls to the general counsel to properly identify, manage and mitigate such risks before they cascade into a crisis. These legal and ethical duties are a constant challenge, but in-house counsel need not feel alone. This session will analyze in-house counsel's biggest regulatory concerns as gleaned from recent industry research and how comprehensive compliance programs can be built to address these concerns proactively.

What Internal Legal Counsel Should Know About Multi-Jurisdictional Antitrust Investigations

0.75 hour Professionalism + 0.25 hour Substantive = 1.0 Total CPD hour

Compliance with today’s competition laws has become a critical focus for business. This presentation explores tactical and ethical issues that often arise in antitrust investigations, and best practices for managing critical situations and antitrust risk. Our panel explores key components of a global response strategy, ethical perspectives on corporate internal investigations, document production and privilege issues in a multijurisdictional context, and best practices for minimizing antitrust risk.

Workplace Harassment: Preventing and Responding to Incidents in the Workplace

1.0 hour of EDI Professionalism content

Workplace harassment is a business-critical issue in all places of work and should be taken extremely seriously. Employers have an obligation to provide a safe workplace and have specific responsibilities under applicable legislation including developing and implementing policies, training and investigating workplace harassment. In addition to the detrimental effect on the well-being of employees, the potential costs and risks associated with workplace harassment include monetary damages, reputational risks, low employee morale, legal costs and more.

For employers, understanding your obligations is key to mitigating these risks and guarding against unintended consequences.


Ethics and Professional Responsibility

Ethical Dilemmas for In-House Counsel

1.0 hour Professionalism

An interactive scenario-based discussion of ethical issues that can arise for in-house counsel. Scenarios can be tailored to suit your industry and specific challenges of the client. May include topics such as conflicts, who’s the client, confidentiality and duty to report. Ideally, a representative from your team will participate on the panel to fully customize the session.

Ethics in Settlement Negotiations

1.0 hour Professionalism

In-house counsel are often asked to negotiate a settlement of a complaint or claim before fees are incurred. It is good practice to establish a reputation of credibility in negotiations; as lawyers, we are held to a higher standard of ethics, especially when negotiating with non-lawyers. This session highlights ethical tips and traps in settlement negotiations and provides some best practices.

Multiple Roles of In-House Counsel

1.0 hour Professionalism

In-house counsel have multiple responsibilities with respect to governance, ethics, compliance and risk. They also have professional responsibilities, and securities regulators and investors consider in-house counsel to be gatekeepers with responsibility for thwarting wrongdoing. This session discusses how in-house counsel can effectively manage these multiple roles and expectations, as well as explores the limits to the lawyer’s role under professional codes of conduct and law. Ideally, a representative from your team will participate on the panel to fully customize the session.

Protecting Privilege

1.0 hour Professionalism

This presentation explores practical issues of privilege confronting in-house counsel in today’s business environment, including the protection of privilege in the context of internal investigations and how and when privilege may be maintained over documents shared with third parties such as auditors, insurers, co-defendants and parties on opposite sides of a deal.

Practice Management

NEW Acrobat Editing PDFs for Legal Professionals

1.0 hr Professionalism​

This program provides an overview of the more common and useful tools that Acrobat provides to edit PDFs. This includes manipulating pages - inserting pages, editing textual content, doing a Find and Replace, creating hyperlinks and page numbering.

Intro to Design Thinking

0.5 hour Professionalism, 0.5 hour Substantive​

Designed for in-house practice or legal operations, this session will provide an introduction to design thinking methodology and how to use it as a process for problem solving. This sessions focusses on the elements of human centered design from brainstorming pain points to developing a solution prototype.

Coaching Yourself Through Change and Challenging Times

1.0 hour Professionalism

How often have you gone through a challenging experience that required the summoning of your best self in order to deal with it? Professional and personal growth requires an ability to overcome fear and fight the inertia that often accompanies the desire for change. Combining two powerful videos along with opportunities for discussion, this session explores how people can coach themselves through challenging moments and build greater confidence and self-esteem.

How A.I., Machine Learning and New Technologies are Changing Today’s Legal Services​

1.0 hour Professionalism

The legal industry is undergoing a time of fundamental change and it’s crucial to understand how those shifts are affecting the evolving role of technology in the delivery of legal services.

IT Security: What Lawyers Should Know about the Technology They Use

1.0 hour Professionalism

As lawyers, we increasingly use technology to communicate and work on sensitive information on a variety of devices. With sophisticated hackers looking to exploit oversights and weaknesses, what are the best practices we should be adopting to protect ourselves and the company we work for? As working in “the cloud” becomes increasingly mainstream, what inquiries should lawyers be making about cloud services and service providers? What precautions should we take when crossing borders? This session explores our obligation to protect our clients’ confidentiality whether working at the office, remotely or from the cloud.

Outlook Email Management: Tips for Practice Efficiency

1.0 hour Professionalism

Lawyers often struggle with an email backlog and an overwhelming, non-stop flow of messages, while juggling their other responsibilities. This session will provide tips to help lawyers better manage their inbox and improve practice efficiency in Outlook. Each organization is different — we can work with you to determine which tips would be the most relevant to your group.

Practical Resilience Techniques for Lawyers

1.0 hour Professionalism

Successful, happy lawyers need to create a resilience plan in order to thrive in a profession that is often associated with increased stress levels. This session presents a quick overview of the current challenges facing practising lawyers and then explores a series of techniques that have proven to help people build and maintain their personal resilience.

Resilience Through Positive Psychology

1.0 hour Professionalism

This session explores how positive psychology techniques build resilience in lawyers that can then fuel success and performance at work. Through the use of video and discussion, this session will outline Shawn Achor’s seven principles of positive psychology and explore how they can lead to more success in life and work.

Working with Large Excel Spreadsheets for In-House Lawyers

1.0 hour Professionalism

Excel is increasingly used to support a wide range of legal work. Used effectively, spreadsheets can help organize, process and analyze large amounts of data quickly and accurately.


Business Leadership

NEW Managing “Work-From-Anywhere” Teams

1.0 hr Professionalism

This interactive program will provide a forum for participants to learn about, share, discuss and experiment using best practices for managing teams whose members are working in various locations including at the office, at home or anywhere else they may choose to go.

Intro to Legal Process Improvement

1.0 hr Professionalism

With increasing demands for efficiency in all areas of business, using a process improvement lens to focus on how to define, document and optimize legal processes can help. This interactive session introduces key concepts from LEAN and Six Sigma and an introduction to process mapping.

Legal Project Management 101: The Essentials

1.0 hour Professionalism

An interactive introduction to the principles, terminology and concepts of project management as applied to legal matters. Includes practical scenarios relating to working with the business on legal matters and managing external counsel. Ideally, a representative from your team will participate on the panel to fully customize the session.

Legal Project Management 201: Putting it into Practice

1.0 hour Professionalism

An interactive session that engages participants in a discussion of a variety of scenarios in legal project management such as: scoping work, communication issues between in-house counsel and outside counsel, internal communication issues, and managing expectations of the business. Ideally, a representative from your team will participate on the panel to fully customize the session.

The Art of Feedback

1.5 hour Professionalism

Feedback comes in a variety of forms. Praise can be used to celebrate good work and developmental feedback can help juniors or staff grow their skills. There are also more challenging course corrections you can use to manage work up, down and across your organization and communicate with different colleagues. While even the simplest constructive feedback can have unpredictable results, there are strategies that can help you address work results more comfortably and quickly.


Substantive Credits

Our lawyers are thought leaders on the most current substantive legal topics and trends in Canadian business law. View our upcoming seminars or previously recorded seminars for a representative sample of our current substantive credit program offerings.

  • Best Practices for Interactions with Competitors
  • Cooperating with the Regulators
  • Corporate Governance and Data Security
  • Corporate Governance Practices
  • Critical Elements for a Successful Global Investment Strategy: Managing Complex Political and Legal Landscapes and Risk Mitigation Strategies
  • Cross-Border Lending
  • Directors’ Duties and Liabilities
  • Executive Compensation
  • High-Yield Debt Financing
  • Investing in an Ethical Corporate Culture as an Imperative: Anti-Corruption
  • Procedural Pre-Nup: Drafting Arbitration Clauses That Protect Your Business Interests
  • Shareholder Activism
  • Tricks and Traps of Boilerplate Provisions
  • U.S. Private Placements

This organization has been approved as an Accredited Provider of Professionalism Content by the Law Society of Ontario.