Master the First Procedural Meeting | Effective Preparation Tips | Arbitration Boot Camp Session 4

Join Arbitrator Lisa Munro, FCIArb, Q. Arb, in Session 4 of the Arbitration Boot Camp as she provides essential tips for preparing and navigating the first procedural meeting. Learn how to set a strong foundation, customize the arbitration process, and achieve efficiency and cost-effectiveness. Lisa shares insights on case management, evidence handling, and strategies for a smooth procedural journey. Learn more about Lisa via our website: https://www.lerners.ca/arbitration/li... 0:08 – 0:17 Introduction and Overview of the Session 0:18 – 1:02 About Lisa Munro and the Purpose of the Series 1:03 – 1:42 Importance of Practical Knowledge in Arbitration 1:43 – 2:10 Key Objectives of the First Procedural Meeting 2:11 – 3:11 Customizing Arbitration for Cost Efficiency 3:12 – 3:38 When the First Procedural Meeting Takes Place 3:39 – 4:26 Identifying Substantive Issues Early 4:27 – 5:19 Role of the Arbitrator in Keeping Processes on Track 5:20 – 6:03 Preparation Tips for Counsel and Arbitrators 6:04 – 6:49 Benefits for Parties in Attending the Meeting 6:50 – 7:53 Case Management Approach for Effective Arbitration 7:54 – 8:54 Types of Arbitrators and Choosing the Right Approach 8:55 – 9:41 Key Areas to Address in the First Procedural Meeting 9:42 – 10:41 Communication, Contact Information, and Security 10:42 – 12:01 Structuring Pleadings and Defining Key Issues 12:02 – 12:45 Discussing Evidence Handling and Witness Testimony 12:46 – 13:32 Documentary Disclosure and Redfern Schedules 13:33 – 14:26 Oral Discovery and Process Flexibility 14:27 – 15:14 Importance of Expert Evidence and Hot Tubbing 15:15 – 16:08 Arbitrator Secretary Roles and Jurisdiction Issues 16:09 – 17:15 Deciding the Seat of Arbitration and Hearing Type 17:16 – 18:18 Setting a Fixed Hearing Date and Time Limits 18:19 – 19:15 Virtual vs. In-Person Hearing and Logistics 19:16 – 20:02 Handling Transcripts, Recording, and Cybersecurity 20:03 – 21:02 Encouraging Settlement and Mediation Options 21:03 – 22:01 Evidence-First Arbitration Process Overview 22:02 – 22:56 Closing Remarks and Next Session Preview -------- Lisa Munro is a Fellow of the Chartered Institute of Arbitrators (FCIAb) and has received the Qualified Arbitrator (Q.Arb.) designation from the ADR Institute of Canada (ADRIC). She is a roster arbitrator for Arbitration Place, the Toronto Commercial Arbitration Society (TCAS), and the Vancouver International Arbitration Centre (VanIAC). More about Lisa: https://lerners.ca/arbitration/lisa-m... Connect with Lisa on LinkedIn:   / lisa-munro