Aon | Professional Services Practice
Aon Law Firm Symposium
The Boca Raton, Florida
October 28-30, 2026
Symposium Materials
Panel 1 - Law Firm General Counsels’ Forum
PowerPoint Presentation
The Law Firm General Counsel Survey
Off the Clock, On the Hook: The Professional Hazards of Moonlighting
Weighing the Duty to Report Misconduct by Other Lawyers
The Mechanics of Lawyer Well-Being: Prevention, Intervention, and Return to Work
Managing Lawyer Impairment
Artificial Intelligence Risk Management (Aon 2026)
Panel 2 - Building Better Engagement Letters
PowerPoint Presentation
Engagement Agreements Allowing a Lawyer to Withdraw When the Client Fails Substantially to Fulfill an Obligation Regarding the Lawyer’s Services, ABA Standing Committee on Ethics and Professional Responsibility, Formal Opinion 523 (2026)
A Lawyer’s Obligation to Convey Information to a Former Client or Successor Counsel, ABA Standing Committee on Ethics and Professional Responsibility, Formal Opinion 520 (2026)
Prototype Guidelines and Sample Engagement Letter Provisions for Clients’ Use of AI Tools to Record Attorney-Client Conversations
The Aon Law Firm Policies and Practices Survey
Taking a Closer Look at Scope of Representation and Related Issues
Frequently Asked Loss Prevention Questions – Vol. 1: Should Firms Include Arbitration Clauses in their Engagement Agreements?
Panel 3 - Current Hazards Facing Law Firm Leadership
Artificial Intelligence Use: Best Practices Under Existing Professional Conduct Rules, Alabama State Bar, Formal Opinion 2026-01 (2026)
Generative Artificial Intelligence Tools, ABA Standing Committee on Ethics and Professional Responsibility, Formal Opinion 512 (2024)
Professional Ethics Committee for the State Bar of Texas, Formal Opinion 706 (2025)
Lucian T. Pera, The Two-Company Model for New Law
Lateral Partner Logistics Checklist
Looking Again at Lateral Hiring Risk
Panel 4 - After the Breach: Real World Lessons from Law Firm Cyber Events
When Trust Becomes the Attack Surface: Why Law Firms Are the Warning Sign for Every Industry
Revisiting Your Wire Transfer Policy to Reduce Fraud Risk
“Hello, This Is IT”: Attacking Professional Service Firms Through Microsoft Teams
From Phishing to Deepfakes: Social Engineering Risks are Intensifying for Professional Service Firms
Ethical Obligations Relating to a Cybersecurity Incident, N.Y.C. Bar Association, Formal Opinion 2024-3 (2024)
When Unauthorized Third Persons Access Confidential Client Information, Cal. State Bar, Formal Opinion 2020-203 (2020)
Lawyers’ Obligations After an Electronic Data Breach, ABA Standing Committee on Ethics and Professional Responsibility, Formal Opinion 483 (2018)
The Aon Law Firm Cyber Survey
Panel 5 - Passing the Torch: Strategic Succession Planning for Law Firms
PowerPoint Presentation
Passing the Torch: A Resource Guide for Law Firm Succession Planning
Partner Retirement and Disability Benefits: Aon Innovation and Thought Leadership
A Lawyer’s Ethical Obligations to Engage in Succession Planning, Cal. State Bar, Formal Opinion 2024-209 (2024)
The Aon Law Firm Employment Practices Survey and EPL Claims Update
Examining Law Firm Partnership Agreements and Related Issues
Graying Law Firms: Mandatory Partner Retirement and Employment Law Considerations
Panel 6 - Shifting Sands of UK and Overseas Regulation
PowerPoint Presentation
Findings from Aon's Global Risk Management Survey | Tenth Edition
Solicitors Regulation Authority Investigations and Enforcement – Annual Report 2023/24
Solicitors Regulation Authority Warning Notice – Misuse of AI
Anti-Money Laundering/Counter Terrorist-Financing Supervision Reform: Duties, Powers, and Accountability Consultation Response, HM Treasury (2026)
SRA Consults on Strengthened Notification Requirements to Help Identify Risk Earlier
Panel 7 - Taking a Closer Look at IP Practice Risk
Panel 8 - Partnering on Risk: Underwriters’ Candid Advice to Law Firms
Panel 9 - Inside the Conflicts Playbook: Practical Solutions for Recurring Challenges
PowerPoint Presentation
Multiple Client Representations Under Rule 1.7(b), Los Angeles County Bar Ass’n, Ethics Opinion 537 (2026)
Core Concepts for Evaluating Concurrent Conflicts of Interest
Core Concepts for Evaluating Former Client Conflicts of Interest
Expert Insights on Fundamental Conflict of Interest Issues
On Second Thought: Revocation of Conflict Waivers
Panel 10 - It’s Not Easy Being Free: Managing Risk in Pro Bono Representations
These materials are distributed with the understanding that they do not constitute legal advice and should not be so viewed. Although all reasonable care has been taken in preparing these materials, Aon accepts no responsibility for any errors, whether inadvertent or otherwise, or for any losses allegedly attributable to them. Nothing contained in these materials should be construed as establishing or recommending any specific guidelines for legal malpractice or law office management.