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Firm Management Coach Application Form

Thank you for your interest in joining the Coach and Advisor Network (CAN) Management Coaching roster.

A Management Coach provides support to a sole or small firm manager and licensee accepted and registered with CAN for the Management Coaching Program (“Firm Manager”) to foster best practices and enhance leadership in the professions.

It is expected that you and the Firm Manager will plan for an initial meeting of 1.5 hours, followed by 60-minute coaching sessions set at mutually convenient times on alternating weeks over a six month period.  You are being asked to commit up to 14 hours of coaching over six months.
If you have any questions about CAN or this application contact coachandadvisor@lso.ca or call 416-947-3315 or 1-800-668-7380 ext. 3315.

I am fluent in French:

I have a disability that requires accommodation to facilitate my participation:

I am comfortable conducting coach sessions over the phone or by videoconference:

I have at least five years’ experience in law firm leadership roles and am willing to coach a Firm Manager in the following areas: (select all that apply):






Licensees who are currently the subject of any of the following are not eligible to become or to continue to act as a volunteer. Please check all that apply:




Licensees who are or who have been subject to any of the following may not be eligible to become or to continue to act as a Volunteer. Please check all that apply:





If a licensee is subject to any of the regulatory concerns listed above, this application will be declined or its assessment deferred until the issue is resolved.  CAN staff may request further information from the licensee to assist in assessing the application.

Agreement

The Law Society may possess or may come into possession of, information about me and my practice, including but not limited to information arising from spot audit, practice review, administrative compliance, complaint, investigation, or discipline proceeding (“Existing Information”). I acknowledge that the Coach and Advisor Network will review Existing Information in its assessment of my application and of my continued eligibility as a Coach.

The Information and Existing Information shall be used by the Coach and Advisor Network only for the purposes set out above and shall not be disclosed to any person, unless such disclosure is necessary to fulfill such purposes.

The Information and Existing Information shall be used by the Coach and Advisor Network only for the purposes set out above and shall not be disclosed to any person, unless such disclosure is necessary to fulfill such purposes.

If approved as a Coach in the Coach and Advisor Network, I agree as follows:
1.      I have a continuing obligation to disclose promptly to the Coach and Advisor Network anything that may impact on my eligibility to serve as a volunteer.

2.     I will exercise my best efforts to provide an experience that supports the continuing competence of Participants referred to me.

3.      My name will be included on a list of approved volunteers of the Coach and Advisor Network which is maintained by, and which may be published by, the Law Society.

4.      The Coach and Advisor Network retains sole discretion to (i) approve or decline my application; (ii) defer its assessment of my application; (iii) revoke its approval of my application; or (iv) suspend me from the list of approved volunteers of the Coach and Advisor Network. I have no right of appeal from any such decision.

5.     My participation in the Coach and Advisor Network is voluntary and I will not be compensated in any way for my services as a volunteer.

6.      The Law Society of Ontario and persons administering the Coach and Advisor Network shall have no liability, however it may arise, in connection with my participation in the Coach and Advisor Network or with any support or assistance offered and/or given to a Participant by me.

7.      Without limiting paragraph 6, the use of any technology by me for the purpose of communicating with a Participant is solely at my own risk.

8.      I will not have contact with any client of a Participant that would create a lawyer-client or paralegal-client relationship.

9.      I will not disclose any information I obtain in the course of my engagement with a Participant, except with the consent of the Participant or as required by law.

10.      I will not use (directly or indirectly) for my own benefit, any information I obtain about a Participant’s business, including without limitation, business plans, business dealings, marketing plans, or other business information, except with the consent of the Participant, or as required by law.

11.      I have either obtained or waive my rights to obtain independent legal advice from my own lawyer with respect to the terms of this application prior to submitting it. I understand the terms, rights and obligations in this application.

I confirm my professional obligations under the Rules of Professional Conduct or Paralegal Rules of Conduct, as applicable, with respect to my participation in the Coach and Advisor Network.:


I acknowledge that I am responsible for assessing my risk and exercising due diligence in determining the availability and sufficiency of insurance coverage, including without limitation, professional liability insurance coverage, for any claims brought against me arising from my participation in the Coach and Advisor Network.:

By submitting this application, I hereby agree to its terms, consent to the collection, use and disclosure of the Information and Existing Information for the purposes set out above.:

Certification

1.     The information provided in my Application to serve as a volunteer in the Coach and Advisor Network is complete and accurate as of today’s date.

2.     Except as disclosed to the Coach and Advisor Network pursuant to paragraphs 20 and 21 of my application, to my knowledge, I am not aware of anything that may affect my eligibility to serve as a volunteer for the Coach and Advisor Network.

3.     I am in full compliance with all Law Society requirements, including requirements set out in the Law Society Act and the regulations and by-laws made thereunder, and the Rules of Professional Conduct or the Paralegal Rules of Conduct (as applicable).

I hereby certify the above to be correct and complete to the best of my knowledge. I understand that the Coach and Advisor Network may rely on this certification in assessing this application.: