Thomson Reuters Institute Insights Podcast
172 episodes - English - Latest episode: 7 days ago -Welcome to the podcast home for tax, legal, and compliance professionals. Our easy-to-listen-to podcast series will give you trusted insights and forward-thinking guidance, hosted by renowned subject matter experts with guest commentary from global leaders on the critical issues and opportunities facing the legal, corporate, tax & accounting, trade, and government communities.
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Episodes
The SEC’s new climate change rules: What should companies do now?
April 23, 2024 14:05 - 26 minutes - 11.9 MBIn the latest Thomson Reuters Institute Insights podcast, Natalie Runyon, strategist for environmental, social & governance (ESG) content at the Thomson Reuters Institute, speaks with Sarah E. Fortt, partner and global co-chair of the ESG Practice at Latham & Watkins, about the Securities & Exchange Commission (SEC) imposing a stay on its own climate rules amid pending litigation. In the podcast, the pair discuss the implications of the SEC’s new rules, when the pending litigation can be res...
The future of Generative AI in professional services
April 16, 2024 21:00 - 13 minutes - 10.5 MBGenerative artificial intelligence (GenAI) is here — and now, it’s on professionals in the legal, tax, government, and risk & fraud sectors to adopt it. On this week’s Thomson Reuters Institute Insights podcast, Zach Warren, manager of Tech & Innovation content for the Thomson Reuters Institute, speaks with Joel Hron, the head of Thomson Reuters Labs, — live from Stanford University’s CodeX FutureLaw conference — about the newly published Generative AI in Professional Services report, publis...
Biden or Trump? The White House and the implications for tax policy
April 09, 2024 20:21 - 20 minutes - 14.8 MBIn this episode, Nadya Britton, Enterprise Content Manager of Tax, Accounting & Trade, sits down with Shaun Hunley, Executive Editor at Thomson Reuters, to discuss the upcoming changes and potential developments to taxation in the face of an election year and its results. The pair discusses the tax implications of a potential flip in the White House, which could lead to a shift in tax policy and the nation’s approach to energy tax credits related to environmental, social & governance (ESG) ...
Secrets to successful matters
April 02, 2024 17:17 - 29 minutes - 19.6 MBWhile there’s no guarantees a legal matter will end the way you hope, a few key strategies can help outcomes more closely match client goals. Lizzy Duffy, Senior Director of Client Relationships for the Thomson Reuters Institute, joins the latest Thomson Reuters Institute Insights podcast to discuss findings from the recent Secrets to successful matters report that can help clients and law firms achieve outcomes that both sides can define as successful.
New reports on Canadian law firms and lawyers in Canadian government agencies shows optimism, amid concerns
March 27, 2024 12:56 - 33 minutes - 25 MBSteve Assie, head of the Canadian business for Thomson Reuters, joins the Thomson Reuters Institute’s Insights podcast to discuss some of the key findings from the recently released 2024 State of the Canadian Law Firm Market Report and the 2024 Canadian Government Lawyers Benchmark Report. Steve and host Bill Josten discuss findings from the report that Canadian lawyers generally view their law firms as successful and have a positive view for potential growth in the market in coming year...
Designing Your Candidate: Finding the best professionals for law firm legal operations
March 19, 2024 15:19 - 23 minutes - 15.2 MBJared Applegate, Chief Legal Operations Officer at Barnes & Thornburg, joins the latest installment of the “Designing Your Candidate” podcast series to discuss what his ideal candidates might look like for some of the legal operations functions that he oversees. From pricing to legal project management and practice management, the need to find professionals who will become strong team players who understand the legal industry and can help to motivate change is becoming crucially important fo...
What the “2024 State of the Courts Report” says about the impact of technology on the courts
March 05, 2024 14:09 - 33 minutes - 19.7 MBIn the latest Thomson Reuters Institute Insights podcast, we speak to Arizona Court of Appeals Judge Samuel Anderson Thumma about our recent 2024 State of the Courts report and what it shows about the impact of technology — including generative artificial intelligence — on access to justice and the courts themselves.
Top trends in global compliance to keep an eye on in 2024 and beyond
February 27, 2024 15:48 - 20 minutes - 12.2 MBAfter a year of change in the compliance landscape, the Thomson Reuters Institute Insights podcast discusses with regulatory and compliance expert Todd Ehret of Thomson Reuters Regulatory Intelligence many of the trends that will unfold during 2024.
Designing Your Candidate: An international perspective on finding new law firm associates
February 20, 2024 20:04 - 20 minutes - 13.4 MBHolly Hill, Partner and Sustainability Leader with MinterEllisonRuddWatts, joins us to discuss what her firm looks for when hiring new associates, especially those fresh from law school. Hill points out that the New Zealand-based law firm has experienced a unique pinch in the past several years as many of their prime associate targets were lured by lucrative offers from firms in Australia and even the United States. With competition for top legal talent remaining tight, the firm focused on ...
New Beneficial Ownership database will impact the compliance industry, raise concerns
February 13, 2024 13:51 - 39 minutes - 21.9 MBIn this week’s Thomson Reuters Institute Insights podcast, we speak with industry experts about impact on the compliance industry of the newly operational beneficial ownership database, discussing what they see on the horizon and what concerns they have about what lies ahead.
Designing Your Candidate: What skills do associates need to compete in today’s legal market?
February 08, 2024 20:19 - 15 minutes - 9.44 MBJay Courie, Managing Member at MGC Law joins the Thomson Reuters Institute team for the latest installment of the Designing Your Candidate podcast series to discuss what his firm is looking for when hiring associate lawyers. Whether lateral attorneys or new hires, the skillsets that associates need to succeed in the legal market today and in the future are becoming more diverse and more complex.
Legal trends and regulatory outlook in crypto
January 31, 2024 19:23 - 38 minutes - 24.3 MBIn the latest Thomson Reuters Institute Insights podcast, we gather a panel of industry experts and legal professionals to discuss the current state of crypto-assets and look at what might be in crypto’s future as litigation and regulatory compliance become bigger factors in this sector.
Designing Your Candidate: What tech skills are needed today
January 29, 2024 21:23 - 16 minutes - 10.5 MBIt’s well understood how technology is changing law, but what may be less understood is how it is changing legal hiring. In this second installment in the new Designing Your Candidate limited series for the Thomson Reuters Institute Insights podcast channel, Kenneth Jones, COO of law firm technology subsidiary Xerdict and business professor at Seton Hall, describes what technology skills today’s technology professionals need to know — and how artificial intelligence may be set to change the ...
Designing Your Candidate: Legal operations and innovation
January 24, 2024 20:11 - 16 minutes - 10.2 MBIn the first installment in the new Designing Your Candidate limited series for the Thomson Reuters Institute Insights podcast channel, Esther Bowers, Chief Practice Innovation Officer at Honigman, discusses the roles she needs to hire to drive innovation and legal operations and what her ideal candidates for those roles might look like. Make sure to subscribe for future episodes exploring what law firms and other professional services providers are looking for in their next crop of candid...
Key takeaways from the “2024 Report on the State of the US Legal Market”
January 23, 2024 19:39 - 43 minutes - 27.2 MBWith key insights on law firm growth, rates, and profits, the 2024 Report on the State of the US Legal Market is an invaluable resource for law firm leaders. Chief author James Jones, Senior Fellow at the Georgetown University Law Center on Ethics and the Legal Profession, joins the Thomson Reuters Institute’s Bill Josten for a deep dive into some of these important insights.
The role of in-house legal in ESG
January 17, 2024 03:30 - 20 minutes - 9.74 MBThe role of in-house legal departments is growing and will continue to do so in 2024 as the complexity of the regulatory environment around sustainability increases. In our latest podcast episode, TRI's ESG strategist Natalie Runyon speaks with Christine Uri, an ESG expert and adviser to corporate legal departments.
Predictions for 2024: Developments in legal and tax
January 10, 2024 17:33 - 31 minutes - 14.7 MBAt the opening of 2024, our in-house experts on the tax and legal industries, Nadya Britton and Bill Josten, share what they see as the key issues for the coming year.
Predictions for 2024: ESG, AI and regulatory risk
January 08, 2024 21:53 - 25 minutes - 11.5 MBIn the latest Thomson Reuters Institute podcast, our resident experts Natalie Runyon, Zach Warren, and Rabihah Butler share their 2024 predictions for employers and professionals within the legal, tax & accounting, and risk & compliance industries — with a special eye toward environmental, social & governance (ESG) issues, regulatory developments, and the impact of artificial intelligence — in the first part of our premier podcast of 2024.
Beyond Gen AI: The next technologies to know about for 2024
January 03, 2024 14:05 - 36 minutes - 27.6 MBBy all accounts, 2023 was the year of generative artificial intelligence (Gen AI), giving some organizations a major boost while catching others blindsided without plans or procedures. For a few truly forward-thinking organizations, however, it’s already time to look beyond Gen AI to start planning for what’s next. In this week’s Thomson Reuters Institute (TRI) Insights podcast, Zach Warren, head of technology content development for TRI, talks with Jeff Wong, Global Chief Innovation Offic...
What the C-Suite is thinking about the impact of Generative AI
December 12, 2023 03:50 - 20 minutes - 9.09 MBIn the final episode of the Thomson Reuters Institute Insights podcast for 2023, Mike Abbott, Head of the Thomson Reuters Institute, speaks with Laura Clayton McDonnell, President of Thomson Reuters’ Corporates business. The pair discuss highlights from the recent Future of Professionals: C-Suite Survey and the varying perspectives on generative artificial intelligence (Gen AI), one of the most game-changing innovations impacting companies today. The podcast also explains where members of ...
Highlights from the UN’s COP 28 conference
December 06, 2023 02:37 - 16 minutes - 16.5 MBIn the latest Thomson Reuters Institute Insights podcast, we feature a discussion with colleagues Alexander Robson, Managing Editor, and Lindsey Rogerson, Senior Editor at Thomson Reuters Regulatory Intelligence (TRRI) of the key highlights from this year’s UN Climate Change conference known as COP 28. This episode of our Insights podcast is part of a collaboration between the Thomson Reuters Institute and TRRI around the launch of the new white paper ESG: Navigating past the noise, whic...
What the "Future of Professionals" report says about Gen AI’s impact on talent
November 29, 2023 03:00 - 30 minutes - 14.5 MBIn our latest Thomson Reuters Institute Insights podcast, Natalie Runyon, ESG strategist with the Thomson Reuters Institute speaks with colleagues Lucy Leach, Director of Technical Research, and Tom Snavely, Principal Consultant and advisor to law firms, about the talent-related insights revealed in the recently published Thomson Reuters Future of Professionals report. The podcast discusses the report’s research around generative artificial intelligence and how it relates to professional s...
Exploring the "2024 Corporate Tax Technology Report"
November 14, 2023 04:41 - 17 minutes - 11.5 MBThe corporate tax world has seen a lot of change in recent years between budgetary and hiring crunches and regulatory shifts. There’s one area, however, in which many corporate tax departments still see a lot of room to grow: technology. Fresh off the first edition of the Corporate Tax Technology Report, published by the Thomson Reuters Institute (TRI) and Tax Executives Institute, TRI’s Zach Warren dives into the report with Todd Lard, Tax Counsel at Tax Executives Institute, to explore w...
The challenges faced by corporate legal department operations professionals today
November 08, 2023 10:02 - 36 minutes - 16.9 MBAaron Boersma from Google and Shanna Davidson from Barnes & Thornburg join the Thomson Reuters Institute Insights podcast to discuss client and law firm perspective on some of the key findings from the Thomson Reuters Institute’s recent Legal Department Operations (LDO) Index report. As clients find themselves seemingly caught between the challenge of needing to control costs and the realities of increasing legal matter volumes with little by way of additional staffing or budget to manage...
The human impact of generative AI
October 25, 2023 14:36 - 16 minutes - 11.9 MBGenerative artificial intelligence (AI) holds a lot of potential to transform law, upending everything from how lawyers do their daily work to how law firms and clients interact and conduct business. However, that begs the question: Where does the actual person fit into all of this? In the latest Thomson Reuters Institute Insights podcast, recorded live at the Generative AI & Emerging Technology Forum in New York City, the Thomson Reuters Institute’s Zach Warren sat down with Wendy Butler ...
Thomson Reuters launches new Human Trafficking Resource Center, featuring online toolkits
October 23, 2023 14:01 - 27 minutes - 26 MBIn the latest Thomson Reuters Institute Insights podcast, Heather Fischer, Senior Advisor of Human Rights Crimes at Thomson Reuters Special Services and a previous Special Advisor for Human Trafficking at The White House, discusses today’s launch of the Human Trafficking Resource Center, which makes use of the City of Houston’s world-class anti-trafficking toolkits, with Minal Patel Davis, Director of the Mayor’s Office of Human Trafficking and Domestic Violence at the City of Houston under...
Worldwide trading disruption has global compliance teams seeking tech solutions
October 17, 2023 17:38 - 20 minutes - 10.5 MBIn the latest episode of the Thomson Reuters Institute Insights podcast, Nadya Britton, the Enterprise Content Manager for Tax and Trade at the Thomson Reuters Institute, sat down with Suzanne Offerman, Director of Outbound Product Marketing ONESOURCE Global Trade at Thomson Reuters, to discuss key insights from the recently released 2023 Corporate Global Trade Survey Report . In the podcast, the pair discussed the talent gap in global trade compliance, and how companies are increasingly o...
Balancing data privacy, the need for access, and public protection
October 10, 2023 19:51 - 46 minutes - 28.6 MBWhile keeping personal information private is incredibly important for any number of reasons, it is also crucial that some of that very same information be available in some situations. That balance — between data privacy and protection — animates the latest Thomson Reuters Institute Insights podcast. In it, Thomson Reuters Institute’s Rabihah Bulter speaks with Ben Bawden, a principal at consulting firm Brooks Bawden Moore; Kate Friedrich, VP of Government Affairs & ESG at Thomson Reuters...
How to promote meaningful client feedback at your firm
October 03, 2023 20:45 - 28 minutes - 14.3 MBClient feedback programs are one of the most effective ways to increase the share of legal spend from a client, yet less than one-third of clients say they have been asked to participate in such a program. For the law firm lawyers that take advantage of client feedback programs, 70% say they want to do the programs more; and 50% of lawyers not getting feedback from clients say they want to start such a program. In the latest episode of the Thomson Reuters Institute Insights podcast, we spe...
The power of technology & the need for talent in the modern corporate tax department
September 26, 2023 20:45 - 21 minutes - 11.2 MBIn the latest episode of the Thomson Reuters Institute Insights podcast, Nadya Britton, the Enterprise Content Manager for Tax & Accounting content at the Thomson Reuters Institute, spoke with Pilar Mata, Executive Director of Tax Executive Institute, about the findings from the Institute’s 2023 State of the Corporate Tax Department survey report. The discussion shed light on the present landscape and future trends within corporate tax departments, particularly concerning technology adopti...
How law firms can navigate today’s economy & tech environment
September 12, 2023 14:04 - 22 minutes - 11.2 MBIn the latest episode of the Thomson Reuters Institute Insights podcast, Brent Turner, principal consultant within the Thomson Reuters Institute’s advisory services, speaks with Jessica Pavlik, chief operating officer at law firm Berger Singerman about how she is leading efforts to navigate the complexity of the latest economic environment and technology trends at play within the legal industry.
With AI, the future of professional services is now
August 26, 2023 14:23 - 20 minutes - 14.3 MBIn the latest Thomson Reuters Institute Insights podcast, Thomson Reuters CEO Steve Hasker provides his key takeaways from the newly published Future of Professionals report, including how AI could change professional services in “very fundamental ways” but also provide a “big step forward” in improving working lives.
How are professional organizations managing today’s challenges?
August 08, 2023 12:20 - 24 minutes - 10.9 MBMore than 100 leading academics and senior leaders of professional organizations came together recent at the Professions Summit: Leading through Uncertainty to Clarity, to discuss current organizational challenges and their implications for professionals. In our latest podcast, Natalie Runyon, ESG Strategist for the Thomson Reuters Institute, sits down with Summit organizer Laura Empson, Professor in the Management of Professional Service Firms at the Bayes Business School at the Univer...
How law firms are navigating their own digital strategy
July 25, 2023 13:53 - 16 minutes - 8 MBEvery law firm has a strategy to serve clients and win business, and every law firm also works with some sort of technology in today’s digital world. But how often does that overall strategy take law firms’ digital initiatives into account? Recent research from the Thomson Reuters Institute (TRI) found that most law firms are satisfied with how they’re tying their firm’s digital transformation to its overall strategy — but in practice, only about half actually have a fully realized digital...
What’s next for law firms and the economy?
July 18, 2023 17:29 - 42 minutes - 29.3 MBDealing with economic uncertainty has become a part of daily life for law firm leadership and it seems there is always a new crisis to be worried about. In this week’s Thomson Reuters Institute Insights podcast, Thomson Reuters Industry Data Analyst Bryce Engelland discusses with Lawrence J. White, professor of economics at New York University’s Stern School of Business, how the second half of the year may fare and what events law firm leaders should be on the lookout for.
Generative AI within law firms
July 11, 2023 16:43 - 22 minutes - 14.2 MBIn this week’s Thomson Reuters Institute Insights podcast, our technology content leader Zach Warren dives into the generative artificial intelligence (AI) craze within law firms, speaking with Kelley Drye & Warren chief information officer Judi Flournoy. As a law firm CIO with years of legal technology experience, Flournoy has seen tech trends come and go. However, generative AI and ChatGPT isn’t just a continuation of past AI initiatives, she believes, but a true game-changer. That’s w...
A look at the upcoming Government Fraud, Waste & Abuse Report
June 20, 2023 19:29 - 31 minutes - 15 MBFraud, waste & abuse in government are very important topics in a time when many government agencies are being asked to do more with less and are attempting to use technology to bridge the gap while bringing new staff up to speed. With the global pandemic moving to the rearview, government workers must focus on the monumental task ahead, including improving their efficiency and technical ability. In the latest episode of the Thomson Reuters Institute Insights podcast, Rabihah Butler, Enter...
How law firms can protect their revenue in 2023
June 06, 2023 16:05 - 37 minutes - 27 MBAfter several banner years, many law firms find themselves in a different position in 2023. While billing rates set new record marks, law firm profitability continues to slip, driven down by a continued rise in overhead expenses and a slowing of how effectively law firms collect the cash that is owed to them. In the latest Thomson Reuters Institute Insights Podcast, host Bill Josten is joined by Brent Turner from Thomson Reuters Institute Advisory Services to discuss the realities of today...
The importance of branding & differentiation for law firms
May 23, 2023 11:13 - 31 minutes - 21.9 MBAs demand for legal services shifts and tightens, how law firms differentiate themselves in the market is critical. Jen Dezso, director of client relationships for the Thomson Reuters Institute, joins the podcast to discuss recent research into how law firms are effectively developing standout brand positions and the importance of clear brand equity for law firms. While it can be tempting to try to be all things to all clients, the research shows that, much more often, those law firms...
Automation to drive efficiencies in tax
May 09, 2023 21:15 - 26 minutes - 13 MBIn our latest podcast, Nadya Britton, tax & accounting specialist for the Thomson Reuters Institute, chats with Corey Greene, Senior Product Marketing Manager at Thomson Reuters, about some of interesting findings around operational efficiency from the 2023 State of the Tax Professional Report. Although efficiency isn’t a new concept for most businesses, until recently it was hardly something a tax & accounting firm would see as a strategic priority. In this new report, however, efficiency...
Keeping the balance between data security and privacy
May 02, 2023 14:28 - 25 minutes - 11 MBAs the world buzzes about the chaos caused by 21-year-old Jack Teixeira and the online chat service Discord, the new Thomson Reuters Institute Insights podcast examines the real conversation around the data breach controversy and other security concerns. Rabihah Butler, corporate compliance & risk specialist for the Thomson Reuters Institute, speaks to Jim Dinkins, former executive associate director of Homeland Security Investigations, who provides a unique perspective on the data breach....
As the ALSP market grows, so does its acceptance
April 25, 2023 14:12 - 22 minutes - 9.67 MBIn the new Thomson Reuters Institute Insights podcast, Zach Warren, technology specialist for the Thomson Reuters Institute, revisits the "2023 Alternative Legal Services Provider (ALSP) Report" with Jim Jones, Senior Fellow at the Center on Ethics in the Legal Profession at Georgetown University. Now a few months out from the report’s initial release, Jim and Zach explore what surprised them from the results, including how quickly the ALSP market has grown in such a short amount of time, ...
Examining today's Corporate Law Department
April 10, 2023 20:18 - 29 minutes - 15.4 MBIn the latest Thomson Reuters Institute Insights podcast, we speak to Meredith Ritchie, General Counsel of Alliant Credit Union; and Audrey Rubin, senior advisor with BarkerGilmore and former COO of the legal department at Aon, about some of the key findings of the 2023 State of the Corporate Law Department report and how those issues are impacting the daily operations of corporate law departments and in-house lawyers. The discussion covers the increasing regulatory complexity that corpora...
Avoiding the next banking crisis
March 28, 2023 16:41 - 28 minutes - 12.4 MBAs we move forward from the collapse of Silicon Valley Bank, compliance and banking regulation become more of a focus. In the latest Insights podcast from Thomson Reuters Institute, we speak with Todd Ehret, of Thomson Reuter Regulatory Intelligence, about how regulators, financial industry leaders, and politicians can look objectively at the red flags that were missed and prevent a bank crisis from happening again.
Impact of blockchain & AI on ESG
March 21, 2023 14:46 - 20 minutes - 13.3 MBIn this week’s Thomson Reuters Institute Insights podcast, we discuss data concerns around environmental, social & governance (ESG) activities with Frank Zambrelli, Executive Director of the Responsible Business Coalition at Fordham's Gabelli School of Business and Managing Director of the Global ESG Retail practice at Accenture. The podcast explores the current state of ESG data, including why many companies are far away from “audit-quality financial data,” the wrinkles that upcoming gove...
US Compliance Concerns for 2023
March 07, 2023 17:32 - 24 minutes - 15.1 MBIn the latest Thomson Reuters Institute Insights podcast, we spoke with Todd Ehret, of Thomson Reuters Regulator Intelligence, about the state of compliance described in the recently published white paper, 10 Global compliance concerns for 2023. Now, as we come from the geopolitical concerns that caused a tumultuous 2022, we look ahead to what 2023 may have in store, including new concerns over environmental, social & governance issues and new impactful regulations such as Reg BI.
The State of the Courts Report 2023
February 21, 2023 21:19 - 31 minutes - 18.9 MBIn the latest Thomson Reuters Institute Insights podcast, we sat down with Chief Justice Maureen O’Connor, retired from the Supreme Court of Ohio, to discuss the current state of the nation’s court system, as laid out in Thomson Reuters Institute’s recently published 2023 State of the Courts Report. Our conversation covers the courts’ digital divide, the ongoing impacts from the COVID-19 pandemic, and the work she did on the Task Force on Improving Court Operations Using Remote Technology.
Marketing Partners Forum: Lawyer compensation
February 07, 2023 02:28 - 42 minutes - 37.6 MBIn the latest Thomson Reuters Institute Insights podcast, we discuss how law firms manage their talent in the post-pandemic era, and how their various strategies have become an area of intense focus as well as a determining factor in how firms can define and differentiate themselves going forward.
State of the Legal Market 2023
January 24, 2023 21:10 - 46 minutes - 23.7 MBIn the latest Thomson Reuters Institute Insights podcast, available on the Thomson Reuters Institute Insights podcast channel, we dive deep into the recently published 2023 Report on the State of the Legal Market, produced by the Thomson Reuters Institute and the Georgetown Law Center. In the podcast, we examine some of the themes discussed in the report, and in particular some of the things that media coverage may have overlooked, with Jim Jones, Senior Fellow at the Center for the Study...
Looking ahead as we enter 2023
January 11, 2023 14:36 - 35 minutes - 16.4 MBIn the most recent Thomson Reuters Institute Insights podcast, available on the Thomson Reuters Institute Insights podcast channel, our team of strategists reveal the trends they’re watching as we enter 2023, and how changes in the overall economy may affect this coming year’s strategic priorities for law firms, tax & accounting firms, and corporations and impact areas of ESG, technology, and compliance and risk.